MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 573,803 shares; 2024Q1: 567,882 shares; 2024Q2: 567,250 shares; 2024Q3: 564,376 shares; 2024Q4: 566,009 shares 566,009 $240M 4.87% +1,633 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,050,868 shares; 2024Q1: 1,057,088 shares; 2024Q2: 1,053,336 shares; 2024Q3: 945,378 shares; 2024Q4: 923,509 shares 923,509 $226M 4.58% -21,869 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 301,855 shares; 2024Q1: 300,362 shares; 2024Q2: 304,624 shares; 2024Q3: 316,590 shares; 2024Q4: 335,740 shares 335,740 $196M 3.96% +19,150 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 363,744 shares; 2024Q1: 364,135 shares; 2024Q2: 364,850 shares; 2024Q3: 360,184 shares; 2024Q4: 359,180 shares 359,180 $192M 3.89% -1,004 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 907,846 shares; 2024Q1: 898,741 shares; 2024Q2: 900,670 shares; 2024Q3: 891,176 shares; 2024Q4: 885,144 shares 885,144 $176M 3.57% -6,032 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 637,423 shares; 2024Q1: 635,493 shares; 2024Q2: 630,836 shares; 2024Q3: 626,920 shares; 2024Q4: 621,203 shares 621,203 $141M 2.85% -5,717 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 796,920 shares; 2024Q1: 809,758 shares; 2024Q2: 819,692 shares; 2024Q3: 811,354 shares; 2024Q4: 811,569 shares 811,569 $141M 2.85% +215 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 224,475 shares; 2024Q1: 228,519 shares; 2024Q2: 229,346 shares; 2024Q3: 243,140 shares; 2024Q4: 234,632 shares 234,632 $130M 2.63% -8,508 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 414,779 shares; 2024Q1: 423,757 shares; 2024Q2: 427,235 shares; 2024Q3: 428,607 shares; 2024Q4: 430,976 shares 430,976 $128M 2.6% +2,369 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,291 shares; 2024Q1: 256,818 shares; 2024Q2: 261,709 shares; 2024Q3: 255,844 shares; 2024Q4: 255,839 shares 255,839 $92.2M 1.87% -5 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 798,309 shares; 2024Q1: 785,913 shares; 2024Q2: 786,810 shares; 2024Q3: 793,255 shares; 2024Q4: 707,779 shares 707,779 $81M 1.64% -85,476 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 556,391 shares; 2024Q1: 564,639 shares; 2024Q2: 662,379 shares; 2024Q3: 736,798 shares; 2024Q4: 725,970 shares 725,970 $80.9M 1.64% -10,828 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 156,396 shares; 2024Q1: 178,134 shares; 2024Q2: 177,698 shares; 2024Q3: 178,856 shares; 2024Q4: 178,387 shares 178,387 $70.6M 1.43% -469 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 128,579 shares; 2024Q1: 144,535 shares; 2024Q2: 150,149 shares; 2024Q3: 152,206 shares; 2024Q4: 163,920 shares 163,920 $67.3M 1.36% +11,714 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,743 shares; 2024Q1: 44,545 shares; 2024Q2: 425,417 shares; 2024Q3: 450,064 shares; 2024Q4: 453,287 shares 453,287 $60.4M 1.22% +3,223 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 239,452 shares; 2024Q1: 240,326 shares; 2024Q2: 241,483 shares; 2024Q3: 247,694 shares; 2024Q4: 247,459 shares 247,459 $58.7M 1.19% -235 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 322,124 shares; 2024Q1: 311,235 shares; 2024Q2: 304,740 shares; 2024Q3: 306,458 shares; 2024Q4: 298,920 shares 298,920 $55.6M 1.13% -7,538 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,160,263 shares; 2024Q1: 1,110,568 shares; 2024Q2: 1,092,163 shares; 2024Q3: 1,031,418 shares; 2024Q4: 1,040,309 shares 1,040,309 $52M 1.05% +8,891 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 161,025 shares; 2024Q1: 163,006 shares; 2024Q2: 164,558 shares; 2024Q3: 165,664 shares; 2024Q4: 165,275 shares 165,275 $48.9M 0.99% -389 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 149,156 shares; 2024Q1: 152,455 shares; 2024Q2: 154,843 shares; 2024Q3: 155,408 shares; 2024Q4: 156,110 shares 156,110 $48.1M 0.98% +702 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 313,866 shares; 2024Q1: 317,871 shares; 2024Q2: 329,202 shares; 2024Q3: 324,024 shares; 2024Q4: 379,023 shares 379,023 $45.2M 0.91% +54,999 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,883 shares; 2024Q1: 113,300 shares; 2024Q2: 108,249 shares; 2024Q3: 106,541 shares; 2024Q4: 107,434 shares 107,434 $42M 0.85% +893 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,469 shares; 2024Q1: 54,205 shares; 2024Q2: 56,926 shares; 2024Q3: 62,958 shares; 2024Q4: 62,006 shares 62,006 $36.3M 0.73% -952 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70 shares; 2024Q1: 68 shares; 2024Q2: 60 shares; 2024Q3: 52 shares; 2024Q4: 52 shares 52 $35.4M 0.72% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,233 shares; 2024Q1: 33,910 shares; 2024Q2: 34,693 shares; 2024Q3: 36,494 shares; 2024Q4: 38,466 shares 38,466 $35.2M 0.71% +1,972 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 170,603 shares; 2024Q1: 161,902 shares; 2024Q2: 160,304 shares; 2024Q3: 157,622 shares; 2024Q4: 178,372 shares 178,372 $33M 0.67% +20,750 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,695 shares; 2024Q1: 255,195 shares; 2024Q2: 255,646 shares; 2024Q3: 292,950 shares; 2024Q4: 293,041 shares 293,041 $32.8M 0.66% +91 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,896 shares; 2024Q1: 30,646 shares; 2024Q2: 31,468 shares; 2024Q3: 31,129 shares; 2024Q4: 31,184 shares 31,184 $31.2M 0.63% +55 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 169,749 shares; 2024Q1: 172,206 shares; 2024Q2: 171,213 shares; 2024Q3: 175,654 shares; 2024Q4: 173,978 shares 173,978 $31.1M 0.63% -1,676 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,649 shares; 2024Q1: 61,010 shares; 2024Q2: 63,428 shares; 2024Q3: 73,276 shares; 2024Q4: 67,401 shares 67,401 $30.7M 0.62% -5,875 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,346 shares; 2024Q1: 56,915 shares; 2024Q2: 56,888 shares; 2024Q3: 56,939 shares; 2024Q4: 56,890 shares 56,890 $30.7M 0.62% -49 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115,505 shares; 2024Q1: 116,042 shares; 2024Q2: 111,566 shares; 2024Q3: 110,106 shares; 2024Q4: 104,442 shares 104,442 $30.3M 0.61% -5,664 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 171,336 shares; 2024Q1: 173,264 shares; 2024Q2: 172,542 shares; 2024Q3: 176,484 shares; 2024Q4: 175,460 shares 175,460 $29.7M 0.6% -1,024 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,773 shares; 2024Q1: 113,465 shares; 2024Q2: 114,792 shares; 2024Q3: 140,104 shares; 2024Q4: 140,368 shares 140,368 $29.7M 0.6% +264 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 197,792 shares; 2024Q1: 202,724 shares; 2024Q2: 204,274 shares; 2024Q3: 205,331 shares; 2024Q4: 203,361 shares 203,361 $29.5M 0.6% -1,970 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180,785 shares; 2024Q1: 179,368 shares; 2024Q2: 181,203 shares; 2024Q3: 175,065 shares; 2024Q4: 174,645 shares 174,645 $29.4M 0.59% -420 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 553,729 shares; 2024Q1: 527,520 shares; 2024Q2: 529,803 shares; 2024Q3: 547,897 shares; 2024Q4: 564,824 shares 564,824 $28.8M 0.58% +16,927 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 120,899 shares; 2024Q1: 102,842 shares; 2024Q2: 100,830 shares; 2024Q3: 100,697 shares; 2024Q4: 94,624 shares 94,624 $27.7M 0.56% -6,073 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,540 shares; 2024Q1: 41,160 shares; 2024Q2: 35,686 shares; 2024Q3: 35,961 shares; 2024Q4: 35,282 shares 35,282 $27.2M 0.55% -679 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,917 shares; 2024Q1: 62,245 shares; 2024Q2: 62,202 shares; 2024Q3: 62,183 shares; 2024Q4: 53,395 shares 53,395 $26.3M 0.53% -8,788 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,382 shares; 2024Q1: 110,235 shares; 2024Q2: 84,495 shares; 2024Q3: 83,687 shares; 2024Q4: 79,102 shares 79,102 $26.3M 0.53% -4,585 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 581,248 shares; 2024Q1: 586,325 shares; 2024Q2: 580,560 shares; 2024Q3: 547,967 shares; 2024Q4: 571,231 shares 571,231 $26.1M 0.53% +23,264 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 323,325 shares; 2024Q1: 309,255 shares; 2024Q2: 315,687 shares; 2024Q3: 319,548 shares; 2024Q4: 330,589 shares 330,589 $25.1M 0.51% +11,041 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 165,556 shares; 2024Q1: 167,080 shares; 2024Q2: 166,012 shares; 2024Q3: 167,832 shares; 2024Q4: 166,300 shares 166,300 $24.3M 0.49% -1,532 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,351 shares; 2024Q1: 105,503 shares; 2024Q2: 99,247 shares; 2024Q3: 98,901 shares; 2024Q4: 99,920 shares 99,920 $24.2M 0.49% +1,019 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 431,896 shares; 2024Q1: 435,547 shares; 2024Q2: 435,953 shares; 2024Q3: 431,179 shares; 2024Q4: 430,979 shares 430,979 $24.1M 0.49% -200 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,843 shares; 2024Q1: 51,477 shares; 2024Q2: 45,899 shares; 2024Q3: 47,705 shares; 2024Q4: 48,251 shares 48,251 $24M 0.49% +546 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 354,728 shares; 2024Q1: 385,980 shares; 2024Q2: 435,628 shares; 2024Q3: 454,273 shares; 2024Q4: 464,910 shares 464,910 $23.6M 0.48% +10,637 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 92,366 shares; 2024Q1: 95,877 shares; 2024Q2: 98,234 shares; 2024Q3: 100,159 shares; 2024Q4: 101,081 shares 101,081 $23.5M 0.48% +922 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 266,962 shares; 2024Q1: 271,864 shares; 2024Q2: 273,427 shares; 2024Q3: 280,224 shares; 2024Q4: 226,506 shares 226,506 $23.4M 0.47% -53,718 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 79,897 shares; 2024Q1: 82,879 shares; 2024Q2: 97,081 shares; 2024Q3: 101,518 shares; 2024Q4: 103,924 shares 103,924 $22.8M 0.46% +2,406 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,095 shares; 2024Q1: 38,225 shares; 2024Q2: 38,265 shares; 2024Q3: 36,879 shares; 2024Q4: 38,788 shares 38,788 $22.3M 0.45% +1,909 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 541,107 shares; 2024Q1: 553,351 shares; 2024Q2: 552,423 shares; 2024Q3: 485,752 shares; 2024Q4: 485,708 shares 485,708 $22.3M 0.45% -44 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 269,449 shares; 2024Q1: 298,989 shares; 2024Q2: 294,379 shares; 2024Q3: 276,585 shares; 2024Q4: 280,553 shares 280,553 $22.2M 0.45% +3,968 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 179,628 shares; 2024Q1: 186,577 shares; 2024Q2: 190,390 shares; 2024Q3: 196,111 shares; 2024Q4: 174,507 shares 174,507 $21.4M 0.43% -21,604 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 93,509 shares; 2024Q1: 94,310 shares; 2024Q2: 94,140 shares; 2024Q3: 95,775 shares; 2024Q4: 94,936 shares 94,936 $21M 0.42% -839 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,804 shares; 2024Q1: 59,918 shares; 2024Q2: 61,898 shares; 2024Q3: 60,299 shares; 2024Q4: 61,598 shares 61,598 $21M 0.42% +1,299 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 474,451 shares; 2024Q1: 489,881 shares; 2024Q2: 492,503 shares; 2024Q3: 379,462 shares; 2024Q4: 339,516 shares 339,516 $20.8M 0.42% -39,946 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 174,875 shares; 2024Q1: 180,341 shares; 2024Q2: 176,216 shares; 2024Q3: 176,433 shares; 2024Q4: 178,695 shares 178,695 $20.6M 0.42% +2,262 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 554,902 shares; 2024Q1: 540,294 shares; 2024Q2: 531,332 shares; 2024Q3: 528,221 shares; 2024Q4: 528,493 shares 528,493 $19.9M 0.4% +272 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,702 shares; 2024Q1: 85,910 shares; 2024Q2: 94,900 shares; 2024Q3: 192,476 shares; 2024Q4: 197,065 shares 197,065 $19.2M 0.39% +4,589 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,706 shares; 2024Q1: 35,504 shares; 2024Q2: 35,154 shares; 2024Q3: 33,324 shares; 2024Q4: 33,590 shares 33,590 $19.1M 0.39% +266 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,911 shares; 2024Q1: 48,279 shares; 2024Q2: 91,004 shares; 2024Q3: 363,443 shares; 2024Q4: 361,318 shares 361,318 $19.1M 0.39% -2,125 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 67,886 shares; 2024Q1: 335,614 shares; 2024Q2: 326,893 shares; 2024Q3: 335,392 shares; 2024Q4: 305,213 shares 305,213 $19M 0.39% -30,179 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 179,605 shares; 2024Q1: 183,061 shares; 2024Q2: 179,826 shares; 2024Q3: 182,096 shares; 2024Q4: 154,180 shares 154,180 $19M 0.38% -27,916 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,690 shares; 2024Q1: 66,522 shares; 2024Q2: 66,713 shares; 2024Q3: 61,920 shares; 2024Q4: 62,313 shares 62,313 $18.5M 0.37% +393 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,921 shares; 2024Q1: 59,340 shares; 2024Q2: 60,424 shares; 2024Q3: 61,130 shares; 2024Q4: 76,215 shares 76,215 $17.9M 0.36% +15,085 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 69,995 shares; 2024Q1: 68,638 shares; 2024Q2: 66,194 shares; 2024Q3: 66,169 shares; 2024Q4: 67,876 shares 67,876 $17.9M 0.36% +1,707 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 533,501 shares; 2024Q1: 539,719 shares; 2024Q2: 543,822 shares; 2024Q3: 439,734 shares; 2024Q4: 441,079 shares 441,079 $17.7M 0.36% +1,345 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 591,558 shares; 2024Q1: 358,867 shares; 2024Q2: 412,785 shares; 2024Q3: 188,505 shares; 2024Q4: 211,226 shares 211,226 $17.3M 0.35% +22,721 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 126,517 shares; 2024Q1: 129,612 shares; 2024Q2: 130,784 shares; 2024Q3: 135,331 shares; 2024Q4: 112,754 shares 112,754 $17.3M 0.35% -22,577 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 129,223 shares; 2024Q1: 137,608 shares; 2024Q2: 138,832 shares; 2024Q3: 141,620 shares; 2024Q4: 142,621 shares 142,621 $17.2M 0.35% +1,001 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,027 shares; 2024Q1: 49,898 shares; 2024Q2: 50,339 shares; 2024Q3: 49,733 shares; 2024Q4: 50,037 shares 50,037 $17M 0.34% +304 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 265,132 shares; 2024Q1: 267,259 shares; 2024Q2: 268,209 shares; 2024Q3: 269,438 shares; 2024Q4: 270,616 shares 270,616 $16.9M 0.34% +1,178 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,761 shares; 2024Q1: 13,413 shares; 2024Q2: 13,430 shares; 2024Q3: 13,354 shares; 2024Q4: 13,238 shares 13,238 $16.8M 0.34% -116 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,040 shares; 2024Q1: 39,915 shares; 2024Q2: 39,898 shares; 2024Q3: 39,629 shares; 2024Q4: 39,629 shares 39,629 $16.8M 0.34% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,620 shares; 2024Q1: 4,777 shares; 2024Q2: 4,793 shares; 2024Q3: 5,250 shares; 2024Q4: 5,247 shares 5,247 $16.6M 0.34% -3 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,507 shares; 2024Q1: 46,083 shares; 2024Q2: 47,800 shares; 2024Q3: 49,637 shares; 2024Q4: 51,939 shares 51,939 $16.4M 0.33% +2,302 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 63,119 shares; 2024Q1: 65,837 shares; 2024Q2: 68,758 shares; 2024Q3: 70,259 shares; 2024Q4: 72,206 shares 72,206 $15.9M 0.32% +1,947 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 106,064 shares; 2024Q1: 110,307 shares; 2024Q2: 108,600 shares; 2024Q3: 108,953 shares; 2024Q4: 116,881 shares 116,881 $15.9M 0.32% +7,928 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,429 shares; 2024Q1: 36,610 shares; 2024Q2: 36,679 shares; 2024Q3: 37,270 shares; 2024Q4: 37,427 shares 37,427 $15.7M 0.32% +157 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 156,996 shares; 2024Q1: 169,430 shares; 2024Q2: 136,471 shares; 2024Q3: 117,206 shares; 2024Q4: 122,547 shares 122,547 $15.6M 0.32% +5,341 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,317 shares; 2024Q1: 57,518 shares; 2024Q2: 57,422 shares; 2024Q3: 57,954 shares; 2024Q4: 59,433 shares 59,433 $15.6M 0.32% +1,479 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 171,664 shares; 2024Q1: 178,566 shares; 2024Q2: 183,129 shares; 2024Q3: 184,751 shares; 2024Q4: 177,064 shares 177,064 $15.2M 0.31% -7,687 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 104,266 shares; 2024Q1: 110,015 shares; 2024Q2: 129,023 shares; 2024Q3: 133,387 shares; 2024Q4: 137,170 shares 137,170 $15.2M 0.31% +3,783 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 270,179 shares; 2024Q1: 315,779 shares; 2024Q2: 348,716 shares; 2024Q3: 343,494 shares; 2024Q4: 361,580 shares 361,580 $14.6M 0.3% +18,086 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,131 shares; 2024Q1: 33,978 shares; 2024Q2: 37,270 shares; 2024Q3: 38,539 shares; 2024Q4: 80,235 shares 80,235 $14.6M 0.3% +41,696 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,835 shares; 2024Q1: 81,729 shares; 2024Q2: 84,481 shares; 2024Q3: 86,313 shares; 2024Q4: 88,283 shares 88,283 $14.6M 0.3% +1,970 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 98,374 shares; 2024Q1: 103,475 shares; 2024Q2: 106,946 shares; 2024Q3: 110,067 shares; 2024Q4: 113,872 shares 113,872 $14.4M 0.29% +3,805 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 167,755 shares; 2024Q1: 129,458 shares; 2024Q2: 123,236 shares; 2024Q3: 166,633 shares; 2024Q4: 167,111 shares 167,111 $14.4M 0.29% +478 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,307 shares; 2024Q1: 217,809 shares; 2024Q2: 172,375 shares; 2024Q3: 164,093 shares; 2024Q4: 154,496 shares 154,496 $14.3M 0.29% -9,597 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,791 shares; 2024Q1: 2,786 shares; 2024Q2: 2,792 shares; 2024Q3: 2,790 shares; 2024Q4: 2,818 shares 2,818 $13.9M 0.28% +28 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66,620 shares; 2024Q1: 66,914 shares; 2024Q2: 67,131 shares; 2024Q3: 67,546 shares; 2024Q4: 67,569 shares 67,569 $13.9M 0.28% +23 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 263,753 shares; 2024Q1: 273,542 shares; 2024Q2: 256,344 shares; 2024Q3: 157,762 shares; 2024Q4: 156,120 shares 156,120 $13.8M 0.28% -1,642 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 169,949 shares; 2024Q1: 176,135 shares; 2024Q2: 177,114 shares; 2024Q3: 177,888 shares; 2024Q4: 140,691 shares 140,691 $13.7M 0.28% -37,197 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,928 shares; 2024Q1: 73,470 shares; 2024Q2: 72,949 shares; 2024Q3: 71,775 shares; 2024Q4: 71,828 shares 71,828 $13.4M 0.27% +53 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 162,849 shares; 2024Q1: 198,319 shares; 2024Q2: 206,853 shares; 2024Q3: 207,009 shares; 2024Q4: 207,548 shares 207,548 $13.1M 0.27% +539 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,833 shares; 2024Q1: 46,865 shares; 2024Q2: 64,149 shares; 2024Q3: 115,367 shares; 2024Q4: 115,974 shares 115,974 $12.9M 0.26% +607 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 98,550 shares; 2024Q1: not reported; 2024Q2: 80,249 shares; 2024Q3: 112,912 shares; 2024Q4: 122,542 shares 122,542 $12.9M 0.26% +9,630 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,877 shares; 2024Q1: 142,133 shares; 2024Q2: 140,376 shares; 2024Q3: 142,888 shares; 2024Q4: 142,126 shares 142,126 $12.8M 0.26% -762 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,232 shares; 2024Q1: 68,498 shares; 2024Q2: 67,548 shares; 2024Q3: 68,382 shares; 2024Q4: 97,048 shares 97,048 $12.7M 0.26% +28,666 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,543 shares; 2024Q1: 20,685 shares; 2024Q2: 21,520 shares; 2024Q3: 22,492 shares; 2024Q4: 23,329 shares 23,329 $12.2M 0.25% +837 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 79,662 shares; 2024Q1: 79,997 shares; 2024Q2: 80,594 shares; 2024Q3: 80,945 shares; 2024Q4: 80,951 shares 80,951 $12.1M 0.24% +6 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,496 shares; 2024Q1: 16,708 shares; 2024Q2: 19,308 shares; 2024Q3: 20,056 shares; 2024Q4: 23,400 shares 23,400 $11.9M 0.24% +3,344 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,673 shares; 2024Q1: 11,627 shares; 2024Q2: 12,122 shares; 2024Q3: 12,317 shares; 2024Q4: 19,100 shares 19,100 $11.5M 0.23% +6,783 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,302 shares; 2024Q1: 3,381 shares; 2024Q2: 174,500 shares; 2024Q3: 181,481 shares; 2024Q4: 188,917 shares 188,917 $11.4M 0.23% +7,436 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,646 shares; 2024Q1: 99,699 shares; 2024Q2: 99,865 shares; 2024Q3: 136,460 shares; 2024Q4: 135,065 shares 135,065 $11.4M 0.23% -1,395 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,190 shares; 2024Q1: 89,089 shares; 2024Q2: 92,516 shares; 2024Q3: 91,890 shares; 2024Q4: 89,979 shares 89,979 $11.3M 0.23% -1,911 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,315 shares; 2024Q1: 15,865 shares; 2024Q2: 15,104 shares; 2024Q3: 37,729 shares; 2024Q4: 37,793 shares 37,793 $11.1M 0.23% +64 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,660 shares; 2024Q1: 25,661 shares; 2024Q2: 25,709 shares; 2024Q3: 25,752 shares; 2024Q4: 25,973 shares 25,973 $10.9M 0.22% +221 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 227,285 shares; 2024Q1: 221,918 shares; 2024Q2: 216,657 shares; 2024Q3: 211,291 shares; 2024Q4: 209,584 shares 209,584 $10.9M 0.22% -1,707 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 170,525 shares; 2024Q1: 183,978 shares; 2024Q2: 200,482 shares; 2024Q3: 205,320 shares; 2024Q4: 208,084 shares 208,084 $10.9M 0.22% +2,764 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,372 shares; 2024Q1: 15,425 shares; 2024Q2: 16,232 shares; 2024Q3: 16,651 shares; 2024Q4: 17,166 shares 17,166 $10.8M 0.22% +515 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140,741 shares; 2024Q1: 148,684 shares; 2024Q2: 152,998 shares; 2024Q3: 155,865 shares; 2024Q4: 129,537 shares 129,537 $10.8M 0.22% -26,328 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,569 shares; 2024Q1: 13,023 shares; 2024Q2: 13,686 shares; 2024Q3: 56,253 shares; 2024Q4: 57,908 shares 57,908 $10.6M 0.21% +1,655 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 336,055 shares; 2024Q1: 336,690 shares; 2024Q2: 317,379 shares; 2024Q3: 303,052 shares; 2024Q4: 353,272 shares 353,272 $10.5M 0.21% +50,220 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,693 shares; 2024Q1: 57,605 shares; 2024Q2: 58,221 shares; 2024Q3: 77,860 shares; 2024Q4: 130,687 shares 130,687 $10.5M 0.21% +52,827 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,159 shares; 2024Q1: 26,704 shares; 2024Q2: 27,594 shares; 2024Q3: 27,831 shares; 2024Q4: 51,437 shares 51,437 $10.4M 0.21% +23,606 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 184,781 shares; 2024Q1: 220,588 shares; 2024Q2: 260,531 shares; 2024Q3: 276,470 shares; 2024Q4: 329,837 shares 329,837 $10.1M 0.2% +53,367 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,901 shares; 2024Q1: 119,189 shares; 2024Q2: 116,217 shares; 2024Q3: 242,927 shares; 2024Q4: 114,729 shares 114,729 $10M 0.2% -128,198 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,159 shares; 2024Q1: 61,642 shares; 2024Q2: 59,523 shares; 2024Q3: 60,737 shares; 2024Q4: 58,560 shares 58,560 $9.79M 0.2% -2,177 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,411 shares; 2024Q1: 91,528 shares; 2024Q2: 89,664 shares; 2024Q3: 90,654 shares; 2024Q4: 91,961 shares 91,961 $9.75M 0.2% +1,307 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 372,885 shares; 2024Q1: 388,264 shares; 2024Q2: 388,121 shares; 2024Q3: 389,311 shares; 2024Q4: 340,724 shares 340,724 $9.7M 0.2% -48,587 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,218 shares; 2024Q1: 34,526 shares; 2024Q2: 33,787 shares; 2024Q3: 32,279 shares; 2024Q4: 33,082 shares 33,082 $9.63M 0.2% +803 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,243 shares; 2024Q2: 82,764 shares; 2024Q3: 131,568 shares; 2024Q4: 132,505 shares 132,505 $9.53M 0.19% +937 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 27,657 shares; 2024Q2: 27,749 shares; 2024Q3: 27,963 shares; 2024Q4: 27,951 shares 27,951 $9.46M 0.19% -12 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 41,111 shares; 2024Q3: 41,121 shares; 2024Q4: 41,125 shares 41,125 $9.43M 0.19% +4 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 180,812 shares; 2024Q2: 138,860 shares; 2024Q3: 130,462 shares; 2024Q4: 92,940 shares 92,940 $9.25M 0.19% -37,522 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,085 shares; 2024Q1: 48,437 shares; 2024Q2: 48,004 shares; 2024Q3: 51,094 shares; 2024Q4: 81,223 shares 81,223 $9.19M 0.19% +30,129 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,207 shares; 2024Q1: 100,227 shares; 2024Q2: 99,728 shares; 2024Q3: 101,286 shares; 2024Q4: 95,886 shares 95,886 $8.86M 0.18% -5,400 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,056 shares; 2024Q1: 51,052 shares; 2024Q2: 48,310 shares; 2024Q3: 45,749 shares; 2024Q4: 46,213 shares 46,213 $8.85M 0.18% +464 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,474 shares; 2024Q1: 70,857 shares; 2024Q2: 101,381 shares; 2024Q3: 99,997 shares; 2024Q4: 151,328 shares 151,328 $8.71M 0.18% +51,331 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 67,571 shares; 2024Q1: 71,567 shares; 2024Q2: 78,332 shares; 2024Q3: 82,925 shares; 2024Q4: 86,806 shares 86,806 $8.41M 0.17% +3,881 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 215,035 shares; 2024Q1: 166,141 shares; 2024Q2: 162,271 shares; 2024Q3: 160,795 shares; 2024Q4: 146,248 shares 146,248 $8.4M 0.17% -14,547 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 241,263 shares; 2024Q1: 205,770 shares; 2024Q2: 191,547 shares; 2024Q3: 169,073 shares; 2024Q4: 163,416 shares 163,416 $8.24M 0.17% -5,657 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 133,036 shares; 2024Q1: 122,723 shares; 2024Q2: 68,981 shares; 2024Q3: 50,163 shares; 2024Q4: 71,171 shares 71,171 $8.22M 0.17% +21,008 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,025 shares; 2024Q1: 12,377 shares; 2024Q2: 28,901 shares; 2024Q3: 37,411 shares; 2024Q4: 41,796 shares 41,796 $8.2M 0.17% +4,385 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,522 shares; 2024Q1: 75,335 shares; 2024Q2: 70,564 shares; 2024Q3: 72,620 shares; 2024Q4: 75,288 shares 75,288 $8.17M 0.17% +2,668 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 335 shares; 2024Q1: 44,598 shares; 2024Q2: 47,620 shares; 2024Q3: 49,446 shares; 2024Q4: 51,069 shares 51,069 $7.92M 0.16% +1,623 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 170,685 shares; 2024Q1: 173,659 shares; 2024Q2: 177,201 shares; 2024Q3: 178,494 shares; 2024Q4: 128,354 shares 128,354 $7.72M 0.16% -50,140 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 171,861 shares; 2024Q1: 172,321 shares; 2024Q2: 173,037 shares; 2024Q3: 188,244 shares; 2024Q4: 189,386 shares 189,386 $7.72M 0.16% +1,142 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,996 shares; 2024Q1: 82,635 shares; 2024Q2: 80,752 shares; 2024Q3: 76,547 shares; 2024Q4: 75,387 shares 75,387 $7.62M 0.15% -1,160 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,666 shares; 2024Q1: 52,269 shares; 2024Q2: 55,552 shares; 2024Q3: 57,136 shares; 2024Q4: 58,855 shares 58,855 $7.61M 0.15% +1,719 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,355 shares; 2024Q1: 35,341 shares; 2024Q2: 35,637 shares; 2024Q3: 35,723 shares; 2024Q4: 36,072 shares 36,072 $7.59M 0.15% +349 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,399 shares; 2024Q1: 3,698 shares; 2024Q2: 43,601 shares; 2024Q3: 45,865 shares; 2024Q4: 46,136 shares 46,136 $7.52M 0.15% +271 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,082 shares; 2024Q1: 24,610 shares; 2024Q2: 30,187 shares; 2024Q3: 30,461 shares; 2024Q4: 31,025 shares 31,025 $7.2M 0.15% +564 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,288 shares; 2024Q1: 68,092 shares; 2024Q2: 65,987 shares; 2024Q3: 69,863 shares; 2024Q4: 69,363 shares 69,363 $7.17M 0.15% -500 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,009 shares; 2024Q1: 99,599 shares; 2024Q2: 102,909 shares; 2024Q3: 99,856 shares; 2024Q4: 94,234 shares 94,234 $7.11M 0.14% -5,622 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,467 shares; 2024Q1: 17,928 shares; 2024Q2: 18,760 shares; 2024Q3: 18,495 shares; 2024Q4: 18,553 shares 18,553 $7.01M 0.14% +58 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 58,357 shares; 2024Q3: 91,498 shares; 2024Q4: 120,001 shares 120,001 $6.78M 0.14% +28,503 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,671 shares; 2024Q1: 39,482 shares; 2024Q2: 39,317 shares; 2024Q3: 39,394 shares; 2024Q4: 39,475 shares 39,475 $6.77M 0.14% +81 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,079 shares; 2024Q1: 33,958 shares; 2024Q2: 33,584 shares; 2024Q3: 33,330 shares; 2024Q4: 33,770 shares 33,770 $6.69M 0.14% +440 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 32,174 shares; 2024Q4: 32,174 shares 32,174 $6.66M 0.13% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,901 shares; 2024Q1: 55,102 shares; 2024Q2: 57,574 shares; 2024Q3: 52,725 shares; 2024Q4: 52,273 shares 52,273 $6.65M 0.13% -452 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,605 shares; 2024Q1: 11,991 shares; 2024Q2: 12,286 shares; 2024Q3: 12,312 shares; 2024Q4: 12,438 shares 12,438 $6.47M 0.13% +126 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,880 shares; 2024Q1: 70,410 shares; 2024Q2: 70,054 shares; 2024Q3: 60,096 shares; 2024Q4: 57,744 shares 57,744 $6.41M 0.13% -2,352 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,067 shares; 2024Q1: 45,394 shares; 2024Q2: 45,358 shares; 2024Q3: 45,580 shares; 2024Q4: 42,926 shares 42,926 $6.33M 0.13% -2,654 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 318,197 shares; 2024Q1: 318,197 shares; 2024Q2: 318,197 shares; 2024Q3: 318,197 shares; 2024Q4: 318,197 shares 318,197 $6.18M 0.13% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 169,227 shares; 2024Q1: 133,779 shares; 2024Q2: 116,363 shares; 2024Q3: 104,236 shares; 2024Q4: 104,581 shares 104,581 $6.14M 0.12% +345 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,126 shares; 2024Q1: 70,612 shares; 2024Q2: 72,639 shares; 2024Q3: 74,722 shares; 2024Q4: 81,925 shares 81,925 $6.13M 0.12% +7,203 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,145 shares; 2024Q1: 30,453 shares; 2024Q2: 21,569 shares; 2024Q3: 21,336 shares; 2024Q4: 21,690 shares 21,690 $6.07M 0.12% +354 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,615 shares; 2024Q1: 4,558 shares; 2024Q2: 4,574 shares; 2024Q3: 64,714 shares; 2024Q4: 64,714 shares 64,714 $6M 0.12% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,458 shares; 2024Q1: 75,887 shares; 2024Q2: 64,737 shares; 2024Q3: 66,038 shares; 2024Q4: 66,477 shares 66,477 $5.98M 0.12% +439 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,081 shares; 2024Q1: 6,192 shares; 2024Q2: 6,260 shares; 2024Q3: 6,304 shares; 2024Q4: 7,427 shares 7,427 $5.87M 0.12% +1,123 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 134,123 shares; 2024Q1: 138,190 shares; 2024Q2: 143,198 shares; 2024Q3: 143,679 shares; 2024Q4: 89,934 shares 89,934 $5.63M 0.11% -53,745 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,258 shares; 2024Q1: 72,405 shares; 2024Q2: 72,698 shares; 2024Q3: 72,698 shares; 2024Q4: 205,750 shares 205,750 $5.62M 0.11% +133,052 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,490 shares; 2024Q1: 1,577 shares; 2024Q2: 1,633 shares; 2024Q3: 18,764 shares; 2024Q4: 24,347 shares 24,347 $5.54M 0.11% +5,583 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 112,064 shares; 2024Q1: 111,343 shares; 2024Q2: 111,635 shares; 2024Q3: 76,448 shares; 2024Q4: 41,547 shares 41,547 $5.34M 0.11% -34,901 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,361 shares; 2024Q1: 8,127 shares; 2024Q2: 8,296 shares; 2024Q3: 8,382 shares; 2024Q4: 18,610 shares 18,610 $5.17M 0.1% +10,228 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,541 shares; 2024Q1: 48,092 shares; 2024Q2: 47,836 shares; 2024Q3: 54,617 shares; 2024Q4: 56,882 shares 56,882 $5.02M 0.1% +2,265 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 94,264 shares; 2024Q1: 82,938 shares; 2024Q2: 68,278 shares; 2024Q3: 68,580 shares; 2024Q4: 68,551 shares 68,551 $4.93M 0.1% -29 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,500 shares; 2024Q1: 47,756 shares; 2024Q2: 48,311 shares; 2024Q3: 46,081 shares; 2024Q4: 46,173 shares 46,173 $4.65M 0.09% +92 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51,614 shares; 2024Q1: 49,728 shares; 2024Q2: 49,728 shares; 2024Q3: 49,798 shares; 2024Q4: 49,798 shares 49,798 $4.62M 0.09% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,192 shares; 2024Q1: 15,453 shares; 2024Q2: 17,583 shares; 2024Q3: 17,967 shares; 2024Q4: 18,450 shares 18,450 $4.6M 0.09% +483 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,762 shares; 2024Q1: 21,523 shares; 2024Q2: 22,152 shares; 2024Q3: 23,447 shares; 2024Q4: 25,342 shares 25,342 $4.48M 0.09% +1,895 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,921 shares; 2024Q1: 32,031 shares; 2024Q2: 31,726 shares; 2024Q3: 28,520 shares; 2024Q4: 52,126 shares 52,126 $4.47M 0.09% +23,606 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,060 shares; 2024Q1: 51,676 shares; 2024Q2: 51,638 shares; 2024Q3: 51,228 shares; 2024Q4: 51,228 shares 51,228 $4.45M 0.09% 0 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,612 shares; 2024Q1: 26,088 shares; 2024Q2: 48,415 shares; 2024Q3: 48,279 shares; 2024Q4: 109,098 shares 109,098 $4.44M 0.09% +60,819 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,688 shares; 2024Q1: 15,999 shares; 2024Q2: 15,668 shares; 2024Q3: 71,399 shares; 2024Q4: 71,494 shares 71,494 $4.29M 0.09% +95 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64,139 shares; 2024Q1: 64,858 shares; 2024Q2: 64,807 shares; 2024Q3: 49,781 shares; 2024Q4: 49,687 shares 49,687 $4.18M 0.08% -94 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 101,736 shares; 2024Q1: 110,456 shares; 2024Q2: 121,060 shares; 2024Q3: 126,498 shares; 2024Q4: 132,519 shares 132,519 $4.04M 0.08% +6,021 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,100 shares; 2024Q1: 61,314 shares; 2024Q2: 60,673 shares; 2024Q3: 48,880 shares; 2024Q4: 61,125 shares 61,125 $3.92M 0.08% +12,245 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,524 shares; 2024Q1: 4,899 shares; 2024Q2: 62,377 shares; 2024Q3: 66,773 shares; 2024Q4: 44,861 shares 44,861 $3.86M 0.08% -21,912 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,963 shares; 2024Q1: 23,234 shares; 2024Q2: 25,482 shares; 2024Q3: 25,209 shares; 2024Q4: 30,703 shares 30,703 $3.84M 0.08% +5,494 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,290 shares; 2024Q1: 63,711 shares; 2024Q2: 64,203 shares; 2024Q3: 68,649 shares; 2024Q4: 86,646 shares 86,646 $3.76M 0.08% +17,997 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,425 shares; 2024Q1: 15,091 shares; 2024Q2: 14,705 shares; 2024Q3: 14,015 shares; 2024Q4: 15,407 shares 15,407 $3.69M 0.07% +1,392 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 123,373 shares; 2024Q1: 78,006 shares; 2024Q2: 84,260 shares; 2024Q3: 71,848 shares; 2024Q4: 126,021 shares 126,021 $3.66M 0.07% +54,173 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,822 shares; 2024Q1: 51,683 shares; 2024Q2: 53,375 shares; 2024Q3: 51,949 shares; 2024Q4: 46,337 shares 46,337 $3.59M 0.07% -5,612 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,585 shares; 2024Q1: 46,085 shares; 2024Q2: 45,942 shares; 2024Q3: 49,488 shares; 2024Q4: 50,602 shares 50,602 $3.51M 0.07% +1,114 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 224,699 shares; 2024Q1: 234,253 shares; 2024Q2: 230,774 shares; 2024Q3: 188,122 shares; 2024Q4: 187,505 shares 187,505 $3.42M 0.07% -617 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,488 shares; 2024Q1: 26,813 shares; 2024Q2: 28,054 shares; 2024Q3: 28,496 shares; 2024Q4: 29,129 shares 29,129 $3.4M 0.07% +633 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38,381 shares 38,381 $3.29M 0.07% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 111,401 shares; 2024Q1: 111,741 shares; 2024Q2: 113,519 shares; 2024Q3: 30,094 shares; 2024Q4: 29,714 shares 29,714 $3.26M 0.07% -380 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,455 shares; 2024Q1: 45,705 shares; 2024Q2: 45,705 shares; 2024Q3: 45,705 shares; 2024Q4: 45,705 shares 45,705 $3.22M 0.07% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 144,317 shares; 2024Q1: 141,856 shares; 2024Q2: 133,848 shares; 2024Q3: 133,848 shares; 2024Q4: 133,348 shares 133,348 $3.13M 0.06% -500 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 94,840 shares; 2024Q1: 120,496 shares; 2024Q2: 119,151 shares; 2024Q3: 74,257 shares; 2024Q4: 46,976 shares 46,976 $3.11M 0.06% -27,281 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,175 shares; 2024Q1: 28,958 shares; 2024Q2: 28,958 shares; 2024Q3: 27,433 shares; 2024Q4: 27,433 shares 27,433 $3.03M 0.06% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,307 shares; 2024Q1: 15,273 shares; 2024Q2: 15,116 shares; 2024Q3: 14,935 shares; 2024Q4: 15,252 shares 15,252 $2.93M 0.06% +317 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,630 shares; 2024Q1: 31,348 shares; 2024Q2: 38,230 shares; 2024Q3: 39,058 shares; 2024Q4: 54,856 shares 54,856 $2.88M 0.06% +15,798 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,192 shares; 2024Q1: 26,884 shares; 2024Q2: 26,804 shares; 2024Q3: 26,616 shares; 2024Q4: 27,203 shares 27,203 $2.86M 0.06% +587 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,738 shares; 2024Q1: 69,523 shares; 2024Q2: 69,408 shares; 2024Q3: 66,852 shares; 2024Q4: 67,161 shares 67,161 $2.77M 0.06% +309 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 49,695 shares; 2024Q4: 53,945 shares 53,945 $2.74M 0.06% +4,250 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,017 shares; 2024Q1: 53,586 shares; 2024Q2: 53,886 shares; 2024Q3: 58,406 shares; 2024Q4: 54,553 shares 54,553 $2.71M 0.05% -3,853 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,587 shares; 2024Q1: 12,577 shares; 2024Q2: 11,761 shares; 2024Q3: 11,328 shares; 2024Q4: 11,246 shares 11,246 $2.69M 0.05% -82 Timeline HSTM HEALTHSTREAM INC More: the full row for HEALTHSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,089 shares; 2024Q1: 82,997 shares; 2024Q2: 82,997 shares; 2024Q3: 82,997 shares; 2024Q4: 82,997 shares 82,997 $2.64M 0.05% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 49,583 shares; 2024Q4: 51,923 shares 51,923 $2.59M 0.05% +2,340 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,142 shares; 2024Q1: 33,457 shares; 2024Q2: 33,308 shares; 2024Q3: 32,990 shares; 2024Q4: 33,240 shares 33,240 $2.54M 0.05% +250 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,481 shares; 2024Q1: 4,447 shares; 2024Q2: 4,454 shares; 2024Q3: 4,512 shares; 2024Q4: 4,675 shares 4,675 $2.51M 0.05% +163 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 642 shares; 2024Q1: 592 shares; 2024Q2: 612 shares; 2024Q3: 6,641 shares; 2024Q4: 6,196 shares 6,196 $2.5M 0.05% -445 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 215,260 shares; 2024Q1: 141,050 shares; 2024Q2: 117,067 shares; 2024Q3: 103,803 shares; 2024Q4: 91,559 shares 91,559 $2.47M 0.05% -12,244 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,074 shares; 2024Q1: 48,271 shares; 2024Q2: 46,125 shares; 2024Q3: 46,297 shares; 2024Q4: 45,383 shares 45,383 $2.46M 0.05% -914 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 235,770 shares; 2024Q1: 245,096 shares; 2024Q2: 245,200 shares; 2024Q3: 248,275 shares; 2024Q4: 61,186 shares 61,186 $2.46M 0.05% -187,089 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,258 shares; 2024Q1: 6,895 shares; 2024Q2: 7,531 shares; 2024Q3: 6,711 shares; 2024Q4: 6,795 shares 6,795 $2.45M 0.05% +84 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,267 shares; 2024Q1: 6,556 shares; 2024Q2: 6,231 shares; 2024Q3: 6,438 shares; 2024Q4: 6,891 shares 6,891 $2.43M 0.05% +453 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,317 shares; 2024Q1: 14,041 shares; 2024Q2: 13,987 shares; 2024Q3: 14,040 shares; 2024Q4: 14,331 shares 14,331 $2.38M 0.05% +291 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,415 shares; 2024Q3: 29,676 shares; 2024Q4: 53,641 shares 53,641 $2.36M 0.05% +23,965 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,398 shares; 2024Q1: 57,398 shares; 2024Q2: 57,398 shares; 2024Q3: 56,871 shares; 2024Q4: 56,871 shares 56,871 $2.34M 0.05% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,748 shares; 2024Q1: 12,336 shares; 2024Q2: 12,069 shares; 2024Q3: 13,898 shares; 2024Q4: 13,691 shares 13,691 $2.32M 0.05% -207 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,075 shares; 2024Q1: 26,893 shares; 2024Q2: 24,838 shares; 2024Q3: 25,117 shares; 2024Q4: 25,173 shares 25,173 $2.29M 0.05% +56 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 103,651 shares; 2024Q1: 105,030 shares; 2024Q2: 103,990 shares; 2024Q3: 13,777 shares; 2024Q4: 14,541 shares 14,541 $2.26M 0.05% +764 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,754 shares; 2024Q1: 7,519 shares; 2024Q2: 8,410 shares; 2024Q3: 7,971 shares; 2024Q4: 8,120 shares 8,120 $2.24M 0.05% +149 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,493 shares; 2024Q1: 10,977 shares; 2024Q2: 11,477 shares; 2024Q3: 11,145 shares; 2024Q4: 11,789 shares 11,789 $2.22M 0.04% +644 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 124,660 shares; 2024Q1: 124,660 shares; 2024Q2: 124,660 shares; 2024Q3: 126,500 shares; 2024Q4: 126,500 shares 126,500 $2.19M 0.04% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,189 shares; 2024Q1: 3,357 shares; 2024Q2: 3,166 shares; 2024Q3: 3,240 shares; 2024Q4: 3,297 shares 3,297 $2.09M 0.04% +57 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,600 shares; 2024Q1: 29,632 shares; 2024Q2: 29,632 shares; 2024Q3: 26,964 shares; 2024Q4: 26,964 shares 26,964 $2.08M 0.04% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,599 shares; 2024Q1: 31,688 shares; 2024Q2: 31,688 shares; 2024Q3: 31,688 shares; 2024Q4: 31,688 shares 31,688 $2.02M 0.04% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,643 shares; 2024Q1: 32,372 shares; 2024Q2: 31,138 shares; 2024Q3: 31,403 shares; 2024Q4: 31,524 shares 31,524 $2.01M 0.04% +121 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,543 shares; 2024Q1: 18,458 shares; 2024Q2: 17,158 shares; 2024Q3: 17,158 shares; 2024Q4: 16,658 shares 16,658 $2.01M 0.04% -500 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,137 shares; 2024Q1: 4,835 shares; 2024Q2: 4,835 shares; 2024Q3: 5,757 shares; 2024Q4: 5,977 shares 5,977 $1.96M 0.04% +220 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,621 shares; 2024Q1: 23,542 shares; 2024Q2: 22,315 shares; 2024Q3: 22,486 shares; 2024Q4: 24,990 shares 24,990 $1.93M 0.04% +2,504 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,988 shares; 2024Q1: 25,702 shares; 2024Q2: 35,432 shares; 2024Q3: 38,433 shares; 2024Q4: 47,244 shares 47,244 $1.92M 0.04% +8,811 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,873 shares; 2024Q1: 94,450 shares; 2024Q2: 66,309 shares; 2024Q3: 34,948 shares; 2024Q4: 34,948 shares 34,948 $1.88M 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,903 shares; 2024Q1: 2,839 shares; 2024Q2: 4,224 shares; 2024Q3: 4,709 shares; 2024Q4: 5,035 shares 5,035 $1.86M 0.04% +326 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,276 shares; 2024Q1: 64,906 shares; 2024Q2: 64,909 shares; 2024Q3: 65,920 shares; 2024Q4: 67,744 shares 67,744 $1.84M 0.04% +1,824 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,552 shares; 2024Q1: 16,964 shares; 2024Q2: 16,964 shares; 2024Q3: 16,918 shares; 2024Q4: 16,918 shares 16,918 $1.84M 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,999 shares; 2024Q1: 32,288 shares; 2024Q2: 33,479 shares; 2024Q3: 34,332 shares; 2024Q4: 33,916 shares 33,916 $1.81M 0.04% -416 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 82,870 shares; 2024Q1: 81,643 shares; 2024Q2: 90,311 shares; 2024Q3: 83,465 shares; 2024Q4: 77,808 shares 77,808 $1.76M 0.04% -5,657 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,915 shares; 2024Q1: 13,592 shares; 2024Q2: 14,365 shares; 2024Q3: 12,857 shares; 2024Q4: 13,157 shares 13,157 $1.74M 0.04% +300 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75,612 shares; 2024Q4: 34,751 shares 34,751 $1.72M 0.03% -40,861 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,550 shares; 2024Q1: 15,452 shares; 2024Q2: 15,452 shares; 2024Q3: 15,452 shares; 2024Q4: 15,597 shares 15,597 $1.68M 0.03% +145 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 149,918 shares; 2024Q1: 155,342 shares; 2024Q2: 163,099 shares; 2024Q3: 166,054 shares; 2024Q4: 28,893 shares 28,893 $1.68M 0.03% -137,161 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,623 shares; 2024Q1: 16,585 shares; 2024Q2: 16,749 shares; 2024Q3: 16,032 shares; 2024Q4: 16,485 shares 16,485 $1.66M 0.03% +453 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,304 shares; 2024Q1: 7,208 shares; 2024Q2: 7,212 shares; 2024Q3: 7,381 shares; 2024Q4: 7,204 shares 7,204 $1.63M 0.03% -177 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,919 shares; 2024Q1: 10,086 shares; 2024Q2: 10,232 shares; 2024Q3: 4,297 shares; 2024Q4: 4,360 shares 4,360 $1.61M 0.03% +63 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 40,838 shares; 2024Q4: 40,004 shares 40,004 $1.56M 0.03% -834 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,511 shares; 2024Q1: 10,333 shares; 2024Q2: 10,100 shares; 2024Q3: 10,155 shares; 2024Q4: 10,534 shares 10,534 $1.48M 0.03% +379 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,324 shares; 2024Q1: 13,020 shares; 2024Q2: 12,280 shares; 2024Q3: 11,720 shares; 2024Q4: 11,226 shares 11,226 $1.47M 0.03% -494 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,462 shares; 2024Q1: 23,335 shares; 2024Q2: 23,775 shares; 2024Q3: 23,043 shares; 2024Q4: 23,510 shares 23,510 $1.46M 0.03% +467 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,659 shares; 2024Q1: 46,237 shares; 2024Q2: 46,213 shares; 2024Q3: 46,204 shares; 2024Q4: 46,155 shares 46,155 $1.45M 0.03% -49 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,742 shares; 2024Q1: 5,168 shares; 2024Q2: 5,048 shares; 2024Q3: 5,474 shares; 2024Q4: 5,860 shares 5,860 $1.43M 0.03% +386 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,855 shares; 2024Q1: 10,777 shares; 2024Q2: 10,777 shares; 2024Q3: 10,889 shares; 2024Q4: 10,554 shares 10,554 $1.41M 0.03% -335 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,289 shares; 2024Q1: 16,289 shares; 2024Q2: 16,289 shares; 2024Q3: 16,289 shares; 2024Q4: 16,289 shares 16,289 $1.3M 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,815 shares; 2024Q1: 9,847 shares; 2024Q2: 10,171 shares; 2024Q3: 10,115 shares; 2024Q4: 8,847 shares 8,847 $1.3M 0.03% -1,268 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,049 shares; 2024Q1: 7,010 shares; 2024Q2: 7,260 shares; 2024Q3: 7,296 shares; 2024Q4: 7,294 shares 7,294 $1.29M 0.03% -2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,045 shares; 2024Q1: 2,880 shares; 2024Q2: 4,685 shares; 2024Q3: 4,737 shares; 2024Q4: 5,019 shares 5,019 $1.28M 0.03% +282 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,417 shares; 2024Q1: 2,459 shares; 2024Q2: 2,482 shares; 2024Q3: 2,585 shares; 2024Q4: 2,573 shares 2,573 $1.26M 0.03% -12 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,284 shares; 2024Q1: 4,520 shares; 2024Q2: 4,559 shares; 2024Q3: 4,816 shares; 2024Q4: 4,925 shares 4,925 $1.25M 0.03% +109 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,221 shares; 2024Q1: 3,249 shares; 2024Q2: 3,249 shares; 2024Q3: 2,602 shares; 2024Q4: 2,602 shares 2,602 $1.23M 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,189 shares; 2024Q1: 3,662 shares; 2024Q2: 3,702 shares; 2024Q3: 3,762 shares; 2024Q4: 3,787 shares 3,787 $1.22M 0.02% +25 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,126 shares; 2024Q1: 6,543 shares; 2024Q2: 6,468 shares; 2024Q3: 6,978 shares; 2024Q4: 7,213 shares 7,213 $1.2M 0.02% +235 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,190 shares; 2024Q1: 18,279 shares; 2024Q2: 17,273 shares; 2024Q3: 15,591 shares; 2024Q4: 15,606 shares 15,606 $1.19M 0.02% +15 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,085 shares; 2024Q1: 2,944 shares; 2024Q2: 2,898 shares; 2024Q3: 2,945 shares; 2024Q4: 2,887 shares 2,887 $1.19M 0.02% -58 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,998 shares; 2024Q1: 2,110 shares; 2024Q2: 1,890 shares; 2024Q3: 1,902 shares; 2024Q4: 2,075 shares 2,075 $1.18M 0.02% +173 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,405 shares; 2024Q1: 14,405 shares; 2024Q2: 14,405 shares; 2024Q3: 14,405 shares; 2024Q4: 14,405 shares 14,405 $1.17M 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,204 shares; 2024Q1: 12,712 shares; 2024Q2: 12,598 shares; 2024Q3: 12,307 shares; 2024Q4: 12,290 shares 12,290 $1.16M 0.02% -17 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,208 shares; 2024Q2: 10,208 shares; 2024Q3: 10,208 shares; 2024Q4: 10,311 shares 10,311 $1.08M 0.02% +103 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,843 shares; 2024Q1: 35,427 shares; 2024Q2: 34,707 shares; 2024Q3: 33,676 shares; 2024Q4: 33,169 shares 33,169 $1.07M 0.02% -507 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,783 shares; 2024Q1: 3,901 shares; 2024Q2: 3,901 shares; 2024Q3: 3,901 shares; 2024Q4: 3,901 shares 3,901 $1.04M 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,130 shares; 2024Q1: 8,047 shares; 2024Q2: 8,004 shares; 2024Q3: 7,214 shares; 2024Q4: 7,211 shares 7,211 $1.04M 0.02% -3 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 9,468 shares; 2024Q2: 9,468 shares; 2024Q3: 9,468 shares; 2024Q4: 9,468 shares 9,468 $1.03M 0.02% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,260 shares; 2024Q1: 21,368 shares; 2024Q2: 23,595 shares; 2024Q3: 19,417 shares; 2024Q4: 20,168 shares 20,168 $1.03M 0.02% +751 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,074 shares; 2024Q1: 9,074 shares; 2024Q2: 9,074 shares; 2024Q3: 11,074 shares; 2024Q4: 11,074 shares 11,074 $1.01M 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,360 shares; 2024Q1: 4,323 shares; 2024Q2: 4,077 shares; 2024Q3: 4,323 shares; 2024Q4: 4,247 shares 4,247 $996K 0.02% -76 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,829 shares; 2024Q1: 32,217 shares; 2024Q2: 29,455 shares; 2024Q3: 11,531 shares; 2024Q4: 10,635 shares 10,635 $977K 0.02% -896 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,200 shares; 2024Q1: 5,177 shares; 2024Q2: 5,150 shares; 2024Q3: 4,882 shares; 2024Q4: 4,839 shares 4,839 $974K 0.02% -43 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,940 shares; 2024Q1: 5,897 shares; 2024Q2: 5,941 shares; 2024Q3: 6,315 shares; 2024Q4: 6,318 shares 6,318 $972K 0.02% +3 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,069 shares; 2024Q1: 4,583 shares; 2024Q2: 6,059 shares; 2024Q3: 6,006 shares; 2024Q4: 5,985 shares 5,985 $972K 0.02% -21 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,489 shares; 2024Q1: 3,238 shares; 2024Q2: 3,319 shares; 2024Q3: 3,948 shares; 2024Q4: 4,380 shares 4,380 $936K 0.02% +432 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,567 shares; 2024Q1: 3,769 shares; 2024Q2: 3,646 shares; 2024Q3: 3,704 shares; 2024Q4: 3,773 shares 3,773 $886K 0.02% +69 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,468 shares; 2024Q1: 11,468 shares; 2024Q2: 11,322 shares; 2024Q3: 11,322 shares; 2024Q4: 10,838 shares 10,838 $852K 0.02% -484 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,681 shares; 2024Q1: 2,735 shares; 2024Q2: 2,446 shares; 2024Q3: 1,918 shares; 2024Q4: 1,803 shares 1,803 $849K 0.02% -115 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,397 shares; 2024Q1: 30,188 shares; 2024Q2: 39,698 shares; 2024Q3: 17,281 shares; 2024Q4: 17,281 shares 17,281 $845K 0.02% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,100 shares; 2024Q4: 13,661 shares 13,661 $838K 0.02% +1,561 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,396 shares; 2024Q1: 20,396 shares; 2024Q2: 20,396 shares; 2024Q3: 20,396 shares; 2024Q4: 20,396 shares 20,396 $835K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,884 shares; 2024Q1: 15,865 shares; 2024Q2: 16,232 shares; 2024Q3: 4,047 shares; 2024Q4: 4,410 shares 4,410 $833K 0.02% +363 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 405 shares; 2024Q1: 405 shares; 2024Q2: 405 shares; 2024Q3: 405 shares; 2024Q4: 405 shares 405 $831K 0.02% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,884 shares; 2024Q1: 5,884 shares; 2024Q2: 5,884 shares; 2024Q3: 5,884 shares; 2024Q4: 5,884 shares 5,884 $821K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,882 shares; 2024Q1: 3,759 shares; 2024Q2: 4,448 shares; 2024Q3: 4,404 shares; 2024Q4: 4,451 shares 4,451 $788K 0.02% +47 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,322 shares; 2024Q1: 25,822 shares; 2024Q2: 24,322 shares; 2024Q3: 24,322 shares; 2024Q4: 24,322 shares 24,322 $771K 0.02% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,189 shares; 2024Q1: 14,189 shares; 2024Q2: 15,689 shares; 2024Q3: 15,664 shares; 2024Q4: 15,664 shares 15,664 $765K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,792 shares; 2024Q1: 6,955 shares; 2024Q2: 7,087 shares; 2024Q3: 5,776 shares; 2024Q4: 6,413 shares 6,413 $749K 0.02% +637 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,169 shares; 2024Q1: 1,119 shares; 2024Q2: 1,259 shares; 2024Q3: 1,070 shares; 2024Q4: 1,072 shares 1,072 $743K 0.02% +2 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,322 shares; 2024Q1: 2,437 shares; 2024Q2: 2,437 shares; 2024Q3: 2,441 shares; 2024Q4: 2,525 shares 2,525 $723K 0.01% +84 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 400 shares; 2024Q4: 2,608 shares 2,608 $715K 0.01% +2,208 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,752 shares; 2024Q1: 34,935 shares; 2024Q2: 34,935 shares; 2024Q3: 36,406 shares; 2024Q4: 38,331 shares 38,331 $713K 0.01% +1,925 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,065 shares; 2024Q1: 6,138 shares; 2024Q2: 5,735 shares; 2024Q3: 5,493 shares; 2024Q4: 5,267 shares 5,267 $707K 0.01% -226 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,762 shares; 2024Q1: 2,786 shares; 2024Q2: 2,815 shares; 2024Q3: 3,149 shares; 2024Q4: 3,577 shares 3,577 $706K 0.01% +428 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,263 shares; 2024Q1: 10,587 shares; 2024Q2: 11,461 shares; 2024Q3: 2,061 shares; 2024Q4: 1,896 shares 1,896 $692K 0.01% -165 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,763 shares; 2024Q1: 36,763 shares; 2024Q2: 36,763 shares; 2024Q3: 36,763 shares; 2024Q4: 21,763 shares 21,763 $674K 0.01% -15,000 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,509 shares; 2024Q1: 5,868 shares; 2024Q2: 5,868 shares; 2024Q3: 5,868 shares; 2024Q4: 23,897 shares 23,897 $666K 0.01% +18,029 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,756 shares; 2024Q1: 2,071 shares; 2024Q2: 2,088 shares; 2024Q3: 2,260 shares; 2024Q4: 2,340 shares 2,340 $664K 0.01% +80 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,219 shares; 2024Q1: 3,066 shares; 2024Q2: 2,620 shares; 2024Q3: 3,095 shares; 2024Q4: 3,095 shares 3,095 $658K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,871 shares; 2024Q1: 17,871 shares; 2024Q2: 17,871 shares; 2024Q3: 16,971 shares; 2024Q4: 16,971 shares 16,971 $644K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,361 shares; 2024Q1: 4,313 shares; 2024Q2: 4,606 shares; 2024Q3: 5,313 shares; 2024Q4: 5,071 shares 5,071 $638K 0.01% -242 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,494 shares; 2024Q1: 18,303 shares; 2024Q2: 18,303 shares; 2024Q3: 18,303 shares; 2024Q4: 18,303 shares 18,303 $633K 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,067 shares; 2024Q1: 3,606 shares; 2024Q2: 3,606 shares; 2024Q3: 3,969 shares; 2024Q4: 3,909 shares 3,909 $632K 0.01% -60 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,158 shares; 2024Q1: 1,408 shares; 2024Q2: 1,408 shares; 2024Q3: 1,158 shares; 2024Q4: 1,164 shares 1,164 $630K 0.01% +6 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,198 shares; 2024Q1: 21,198 shares; 2024Q2: 22,169 shares; 2024Q3: 22,169 shares; 2024Q4: 23,369 shares 23,369 $621K 0.01% +1,200 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,377 shares; 2024Q1: 7,164 shares; 2024Q2: 7,164 shares; 2024Q3: 6,057 shares; 2024Q4: 6,057 shares 6,057 $617K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,328 shares; 2024Q1: 9,328 shares; 2024Q2: 9,328 shares; 2024Q3: 9,328 shares; 2024Q4: 9,328 shares 9,328 $607K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,575 shares; 2024Q1: 17,287 shares; 2024Q2: 16,356 shares; 2024Q3: 11,125 shares; 2024Q4: 10,995 shares 10,995 $598K 0.01% -130 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,629 shares; 2024Q1: 15,191 shares; 2024Q2: 14,791 shares; 2024Q3: 14,792 shares; 2024Q4: 14,792 shares 14,792 $597K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,029 shares; 2024Q1: 1,334 shares; 2024Q2: 1,331 shares; 2024Q3: 1,084 shares; 2024Q4: 1,116 shares 1,116 $594K 0.01% +32 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,698 shares; 2024Q3: 1,750 shares; 2024Q4: 1,751 shares 1,751 $576K 0.01% +1 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,415 shares; 2024Q1: 1,424 shares; 2024Q2: 1,817 shares; 2024Q3: 1,979 shares; 2024Q4: 1,909 shares 1,909 $564K 0.01% -70 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,079 shares; 2024Q1: 10,079 shares; 2024Q2: 10,079 shares; 2024Q3: 10,079 shares; 2024Q4: 10,079 shares 10,079 $561K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,414 shares; 2024Q1: 6,237 shares; 2024Q2: 6,159 shares; 2024Q3: 6,699 shares; 2024Q4: 6,652 shares 6,652 $560K 0.01% -47 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,849 shares; 2024Q1: 5,285 shares; 2024Q2: 5,949 shares; 2024Q3: 5,285 shares; 2024Q4: 4,849 shares 4,849 $559K 0.01% -436 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,666 shares; 2024Q1: 4,486 shares; 2024Q2: 4,567 shares; 2024Q3: 4,515 shares; 2024Q4: 4,630 shares 4,630 $541K 0.01% +115 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,611 shares; 2024Q3: 1,491 shares; 2024Q4: 1,483 shares 1,483 $533K 0.01% -8 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,786 shares; 2024Q3: 2,239 shares; 2024Q4: 2,970 shares 2,970 $530K 0.01% +731 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,683 shares; 2024Q1: 9,657 shares; 2024Q2: 9,650 shares; 2024Q3: 11,050 shares; 2024Q4: 9,650 shares 9,650 $526K 0.01% -1,400 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,867 shares; 2024Q1: not reported; 2024Q2: 27,085 shares; 2024Q3: 18,944 shares; 2024Q4: 22,344 shares 22,344 $513K 0.01% +3,400 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 116,125 shares; 2024Q1: 124,920 shares; 2024Q2: 66,743 shares; 2024Q3: 29,310 shares; 2024Q4: 24,117 shares 24,117 $500K 0.01% -5,193 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,179 shares; 2024Q1: 12,812 shares; 2024Q2: 12,876 shares; 2024Q3: 6,339 shares; 2024Q4: 6,290 shares 6,290 $494K 0.01% -49 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,778 shares; 2024Q1: 7,455 shares; 2024Q2: 7,455 shares; 2024Q3: 7,455 shares; 2024Q4: 8,167 shares 8,167 $483K 0.01% +712 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,839 shares; 2024Q4: 12,839 shares 12,839 $482K 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,263 shares; 2024Q1: 5,106 shares; 2024Q2: 4,579 shares; 2024Q3: 4,625 shares; 2024Q4: 4,823 shares 4,823 $476K 0.01% +198 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,595 shares; 2024Q1: 9,201 shares; 2024Q2: 8,794 shares; 2024Q3: 8,785 shares; 2024Q4: 9,283 shares 9,283 $469K 0.01% +498 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,815 shares; 2024Q4: 8,615 shares 8,615 $468K 0.01% +3,800 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,015 shares; 2024Q1: 857 shares; 2024Q2: 993 shares; 2024Q3: 993 shares; 2024Q4: 996 shares 996 $458K 0.01% +3 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,968 shares; 2024Q2: 7,894 shares; 2024Q3: 7,208 shares; 2024Q4: 6,579 shares 6,579 $457K 0.01% -629 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,193 shares; 2024Q1: 3,191 shares; 2024Q2: 3,040 shares; 2024Q3: 3,040 shares; 2024Q4: 2,805 shares 2,805 $447K 0.01% -235 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,484 shares; 2024Q1: 10,014 shares; 2024Q2: 9,731 shares; 2024Q3: 9,719 shares; 2024Q4: 9,610 shares 9,610 $447K 0.01% -109 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,887 shares; 2024Q1: 4,249 shares; 2024Q2: 3,973 shares; 2024Q3: 3,921 shares; 2024Q4: 4,154 shares 4,154 $443K 0.01% +233 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,627 shares; 2024Q1: 7,460 shares; 2024Q2: 6,143 shares; 2024Q3: 5,695 shares; 2024Q4: 5,789 shares 5,789 $441K 0.01% +94 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,007 shares; 2024Q4: 14,007 shares 14,007 $439K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,631 shares; 2024Q1: 2,448 shares; 2024Q2: 2,448 shares; 2024Q3: 2,821 shares; 2024Q4: 3,224 shares 3,224 $431K 0.01% +403 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,881 shares; 2024Q1: 3,345 shares; 2024Q2: 3,665 shares; 2024Q3: 2,821 shares; 2024Q4: 2,401 shares 2,401 $425K 0.01% -420 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,650 shares; 2024Q1: 8,650 shares; 2024Q2: 8,650 shares; 2024Q3: 8,525 shares; 2024Q4: 8,525 shares 8,525 $423K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,809 shares; 2024Q1: 96,939 shares; 2024Q2: 96,939 shares; 2024Q3: 9,337 shares; 2024Q4: 9,337 shares 9,337 $419K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,114 shares; 2024Q1: 8,398 shares; 2024Q2: 8,398 shares; 2024Q3: 8,398 shares; 2024Q4: 8,398 shares 8,398 $410K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,267 shares; 2024Q1: 5,266 shares; 2024Q2: 3,567 shares; 2024Q3: 2,837 shares; 2024Q4: 2,921 shares 2,921 $407K 0.01% +84 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,089 shares; 2024Q1: 1,110 shares; 2024Q2: 1,146 shares; 2024Q3: 1,115 shares; 2024Q4: 1,581 shares 1,581 $406K 0.01% +466 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,075 shares; 2024Q1: 11,409 shares; 2024Q2: 11,567 shares; 2024Q3: 11,946 shares; 2024Q4: 12,265 shares 12,265 $400K 0.01% +319 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,730 shares; 2024Q1: 2,711 shares; 2024Q2: 2,711 shares; 2024Q3: 2,780 shares; 2024Q4: 2,781 shares 2,781 $395K 0.01% +1 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,790 shares; 2024Q1: 22,790 shares; 2024Q2: 22,790 shares; 2024Q3: 19,090 shares; 2024Q4: 19,090 shares 19,090 $389K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,381 shares; 2024Q1: 11,696 shares; 2024Q2: 12,067 shares; 2024Q3: 11,647 shares; 2024Q4: 13,073 shares 13,073 $386K 0.01% +1,426 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 832 shares; 2024Q1: 750 shares; 2024Q2: 772 shares; 2024Q3: 774 shares; 2024Q4: 775 shares 775 $384K 0.01% +1 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,781 shares; 2024Q1: 5,847 shares; 2024Q2: 5,306 shares; 2024Q3: 5,431 shares; 2024Q4: 5,502 shares 5,502 $383K 0.01% +71 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,610 shares; 2024Q1: 8,159 shares; 2024Q2: 8,159 shares; 2024Q3: 8,159 shares; 2024Q4: 8,159 shares 8,159 $382K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,553 shares; 2024Q1: 4,564 shares; 2024Q2: 4,564 shares; 2024Q3: 4,588 shares; 2024Q4: 4,588 shares 4,588 $381K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,886 shares; 2024Q1: 4,906 shares; 2024Q2: 4,919 shares; 2024Q3: 4,930 shares; 2024Q4: 4,908 shares 4,908 $379K 0.01% -22 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,009 shares; 2024Q1: 28,637 shares; 2024Q2: 24,915 shares; 2024Q3: 4,450 shares; 2024Q4: 4,448 shares 4,448 $376K 0.01% -2 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,494 shares; 2024Q1: 7,670 shares; 2024Q2: 7,494 shares; 2024Q3: 7,494 shares; 2024Q4: 7,494 shares 7,494 $371K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,342 shares; 2024Q1: 8,940 shares; 2024Q2: 8,155 shares; 2024Q3: 8,377 shares; 2024Q4: 8,653 shares 8,653 $366K 0.01% +276 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,141 shares; 2024Q1: 2,028 shares; 2024Q2: 2,170 shares; 2024Q3: 1,802 shares; 2024Q4: 2,241 shares 2,241 $364K 0.01% +439 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,732 shares; 2024Q1: 15,672 shares; 2024Q2: 10,763 shares; 2024Q3: 10,763 shares; 2024Q4: 10,763 shares 10,763 $364K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,455 shares; 2024Q1: 3,639 shares; 2024Q2: 3,249 shares; 2024Q3: 3,090 shares; 2024Q4: 3,025 shares 3,025 $359K 0.01% -65 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,041 shares; 2024Q1: 2,625 shares; 2024Q2: 2,625 shares; 2024Q3: 2,625 shares; 2024Q4: 2,685 shares 2,685 $355K 0.01% +60 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,267 shares; 2024Q1: 9,267 shares; 2024Q2: 9,267 shares; 2024Q3: 9,267 shares; 2024Q4: 9,267 shares 9,267 $349K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,853 shares; 2024Q4: 4,853 shares 4,853 $347K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 816 shares; 2024Q2: 816 shares; 2024Q3: 816 shares; 2024Q4: 816 shares 816 $346K 0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,040 shares; 2024Q2: 2,040 shares; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares 2,040 $344K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,654 shares; 2024Q1: 1,767 shares; 2024Q2: 1,777 shares; 2024Q3: 1,772 shares; 2024Q4: 1,777 shares 1,777 $339K 0.01% +5 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,325 shares; 2024Q3: 4,325 shares; 2024Q4: 4,325 shares 4,325 $339K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,814 shares; 2024Q1: 7,215 shares; 2024Q2: 7,335 shares; 2024Q3: 7,110 shares; 2024Q4: 7,086 shares 7,086 $336K 0.01% -24 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,568 shares; 2024Q1: 3,608 shares; 2024Q2: 3,551 shares; 2024Q3: 3,032 shares; 2024Q4: 2,779 shares 2,779 $336K 0.01% -253 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,859 shares; 2024Q1: 44,452 shares; 2024Q2: 46,030 shares; 2024Q3: 44,347 shares; 2024Q4: 17,074 shares 17,074 $334K 0.01% -27,273 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,638 shares; 2024Q1: 15,638 shares; 2024Q2: 15,638 shares; 2024Q3: 15,638 shares; 2024Q4: 15,638 shares 15,638 $327K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 623 shares; 2024Q1: 623 shares; 2024Q2: 1,806 shares; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares 1,806 $323K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,060 shares; 2024Q1: 13,504 shares; 2024Q2: 12,531 shares; 2024Q3: 12,373 shares; 2024Q4: 19,770 shares 19,770 $322K 0.01% +7,397 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,553 shares; 2024Q2: 4,427 shares; 2024Q3: 4,594 shares; 2024Q4: 5,210 shares 5,210 $319K 0.01% +616 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 704 shares; 2024Q2: 713 shares; 2024Q3: 922 shares; 2024Q4: 1,022 shares 1,022 $307K 0.01% +100 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,067 shares; 2024Q1: 7,178 shares; 2024Q2: 6,381 shares; 2024Q3: 6,307 shares; 2024Q4: 6,333 shares 6,333 $305K 0.01% +26 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,050 shares; 2024Q1: 3,696 shares; 2024Q2: 1,050 shares; 2024Q3: 3,758 shares; 2024Q4: 3,108 shares 3,108 $303K 0.01% -650 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,317 shares; 2024Q1: 1,104 shares; 2024Q2: 1,084 shares; 2024Q3: 1,131 shares; 2024Q4: 5,690 shares 5,690 $302K 0.01% +4,559 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,226 shares; 2024Q1: 6,226 shares; 2024Q2: 6,226 shares; 2024Q3: 6,226 shares; 2024Q4: 6,226 shares 6,226 $300K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 7,759 shares; 2024Q2: 7,895 shares; 2024Q3: 7,395 shares; 2024Q4: 8,971 shares 8,971 $298K 0.01% +1,576 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,335 shares; 2024Q1: 8,335 shares; 2024Q2: 8,335 shares; 2024Q3: 8,335 shares; 2024Q4: 8,335 shares 8,335 $296K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares 1,238 $291K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 399 shares; 2024Q2: 397 shares; 2024Q3: 581 shares; 2024Q4: 562 shares 562 $290K 0.01% -19 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,350 shares; 2024Q1: 4,350 shares; 2024Q2: 4,350 shares; 2024Q3: 4,350 shares; 2024Q4: 4,350 shares 4,350 $289K 0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,728 shares; 2024Q1: 7,052 shares; 2024Q2: 6,959 shares; 2024Q3: 6,959 shares; 2024Q4: 6,843 shares 6,843 $285K 0.01% -116 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,914 shares; 2024Q3: 4,484 shares; 2024Q4: 4,909 shares 4,909 $280K 0.01% +425 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,777 shares; 2024Q1: 5,194 shares; 2024Q2: 5,194 shares; 2024Q3: 4,429 shares; 2024Q4: 6,133 shares 6,133 $278K 0.01% +1,704 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,939 shares; 2024Q1: 4,683 shares; 2024Q2: 4,854 shares; 2024Q3: 4,792 shares; 2024Q4: 4,679 shares 4,679 $277K 0.01% -113 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,230 shares; 2024Q1: 2,230 shares; 2024Q2: 2,230 shares; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares 2,230 $271K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,011 shares; 2024Q4: 3,200 shares 3,200 $270K 0.01% +189 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,900 shares; 2024Q1: 2,549 shares; 2024Q2: 2,462 shares; 2024Q3: 2,002 shares; 2024Q4: 2,033 shares 2,033 $270K 0.01% +31 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,611 shares; 2024Q1: 6,930 shares; 2024Q2: 6,335 shares; 2024Q3: 6,497 shares; 2024Q4: 5,509 shares 5,509 $266K 0.01% -988 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,026 shares; 2024Q1: 1,026 shares; 2024Q2: 1,026 shares; 2024Q3: 1,026 shares; 2024Q4: 5,253 shares 5,253 $266K 0.01% +4,227 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,904 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,874 shares 2,874 $265K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,065 shares; 2024Q1: 5,077 shares; 2024Q2: 5,077 shares; 2024Q3: 5,111 shares; 2024Q4: 5,111 shares 5,111 $263K 0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,727 shares; 2024Q1: 3,483 shares; 2024Q2: 3,483 shares; 2024Q3: 3,483 shares; 2024Q4: 3,483 shares 3,483 $263K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,680 shares; 2024Q1: 8,680 shares; 2024Q2: 8,680 shares; 2024Q3: 8,680 shares; 2024Q4: 8,680 shares 8,680 $257K 0.01% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,142 shares; 2024Q2: 3,142 shares; 2024Q3: 3,142 shares; 2024Q4: 3,142 shares 3,142 $257K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,445 shares; 2024Q1: 3,003 shares; 2024Q2: 2,955 shares; 2024Q3: 3,908 shares; 2024Q4: 3,922 shares 3,922 $257K 0.01% +14 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,384 shares 3,384 $257K 0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,513 shares; 2024Q1: 4,973 shares; 2024Q2: 4,973 shares; 2024Q3: 5,318 shares; 2024Q4: 4,797 shares 4,797 $252K 0.01% -521 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,016 shares; 2024Q1: 1,016 shares; 2024Q2: 1,016 shares; 2024Q3: 1,016 shares; 2024Q4: 1,016 shares 1,016 $251K 0.01% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,569 shares; 2024Q4: 2,569 shares 2,569 $250K 0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,022 shares; 2024Q3: 1,022 shares; 2024Q4: 1,022 shares 1,022 $248K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,189 shares 12,189 $247K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,575 shares; 2024Q1: 9,685 shares; 2024Q2: 9,179 shares; 2024Q3: 9,560 shares; 2024Q4: 7,996 shares 7,996 $246K <0.01% -1,564 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,696 shares; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares 2,705 $245K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,765 shares 2,765 $243K <0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,266 shares; 2024Q1: 8,266 shares; 2024Q2: 8,266 shares; 2024Q3: 8,266 shares; 2024Q4: 8,266 shares 8,266 $241K <0.01% 0 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,320 shares; 2024Q1: 4,320 shares; 2024Q2: 5,646 shares; 2024Q3: 3,320 shares; 2024Q4: 3,320 shares 3,320 $241K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 674 shares; 2024Q4: 674 shares 674 $239K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,044 shares; 2024Q1: 2,923 shares; 2024Q2: 1,430 shares; 2024Q3: 1,400 shares; 2024Q4: 1,357 shares 1,357 $238K <0.01% -43 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,086 shares; 2024Q1: 2,564 shares; 2024Q2: not reported; 2024Q3: 2,354 shares; 2024Q4: 2,354 shares 2,354 $236K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,539 shares; 2024Q1: 11,775 shares; 2024Q2: 11,259 shares; 2024Q3: 11,187 shares; 2024Q4: 11,038 shares 11,038 $236K <0.01% -149 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,119 shares; 2024Q2: not reported; 2024Q3: 1,137 shares; 2024Q4: 1,196 shares 1,196 $234K <0.01% +59 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,615 shares; 2024Q1: 11,133 shares; 2024Q2: 11,133 shares; 2024Q3: 11,212 shares; 2024Q4: 10,795 shares 10,795 $230K <0.01% -417 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,825 shares; 2024Q1: 5,825 shares; 2024Q2: 5,825 shares; 2024Q3: 5,825 shares; 2024Q4: 5,825 shares 5,825 $228K <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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,058 shares; 2024Q1: 1,902 shares; 2024Q2: 1,976 shares; 2024Q3: 1,976 shares; 2024Q4: 2,038 shares 2,038 $224K <0.01% +62 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,310 shares; 2024Q4: 3,310 shares 3,310 $223K <0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,173 shares; 2024Q2: 3,173 shares; 2024Q3: 3,173 shares; 2024Q4: 3,173 shares 3,173 $222K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12 shares; 2024Q1: 834 shares; 2024Q2: 815 shares; 2024Q3: 631 shares; 2024Q4: 800 shares 800 $222K <0.01% +169 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,548 shares; 2024Q3: not reported; 2024Q4: 1,920 shares 1,920 $221K <0.01% new Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,395 shares; 2024Q4: 2,395 shares 2,395 $221K <0.01% 0 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,357 shares 4,357 $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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 360 shares; 2024Q3: 195 shares; 2024Q4: 3,118 shares 3,118 $218K <0.01% +2,923 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,742 shares; 2024Q3: 3,760 shares; 2024Q4: 3,785 shares 3,785 $215K <0.01% +25 ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 183 shares; 2024Q4: 179 shares 179 $212K <0.01% -4 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,090 shares; 2024Q1: 2,319 shares; 2024Q2: 2,319 shares; 2024Q3: 2,060 shares; 2024Q4: 2,216 shares 2,216 $212K <0.01% +156 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 913 shares; 2024Q3: 913 shares; 2024Q4: 917 shares 917 $211K <0.01% +4 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,367 shares 2,367 $209K <0.01% new Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,981 shares 1,981 $206K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,541 shares 2,541 $205K <0.01% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,724 shares 5,724 $205K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 321 shares; 2024Q4: 290 shares 290 $204K <0.01% -31 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 444 shares; 2024Q2: 444 shares; 2024Q3: not reported; 2024Q4: 448 shares 448 $204K <0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,512 shares; 2024Q2: 2,412 shares; 2024Q3: not reported; 2024Q4: 2,086 shares 2,086 $202K <0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,344 shares; 2024Q4: 1,333 shares 1,333 $201K <0.01% -11 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,744 shares; 2024Q3: 10,744 shares; 2024Q4: 10,744 shares 10,744 $198K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,841 shares; 2024Q1: 6,647 shares; 2024Q2: 6,647 shares; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares 3,523 $187K <0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,941 shares; 2024Q1: 12,941 shares; 2024Q2: 12,941 shares; 2024Q3: 2,386 shares; 2024Q4: 2,386 shares 2,386 $185K <0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,710 shares; 2024Q1: 2,710 shares; 2024Q2: 2,710 shares; 2024Q3: 2,710 shares; 2024Q4: 2,710 shares 2,710 $185K <0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 901 shares; 2024Q1: 901 shares; 2024Q2: 901 shares; 2024Q3: 901 shares; 2024Q4: 901 shares 901 $184K <0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,434 shares; 2024Q1: 12,434 shares; 2024Q2: 12,434 shares; 2024Q3: 12,434 shares; 2024Q4: 12,434 shares 12,434 $182K <0.01% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,476 shares; 2024Q1: 13,476 shares; 2024Q2: 13,476 shares; 2024Q3: 9,503 shares; 2024Q4: 9,503 shares 9,503 $181K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $177K <0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares 15,000 $173K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 418 shares; 2024Q1: 836 shares; 2024Q2: 836 shares; 2024Q3: 836 shares; 2024Q4: 836 shares 836 $166K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,720 shares; 2024Q1: 14,720 shares; 2024Q2: 14,720 shares; 2024Q3: 14,720 shares; 2024Q4: 14,720 shares 14,720 $155K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,318 shares; 2024Q1: 1,318 shares; 2024Q2: 1,318 shares; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares 1,338 $155K <0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,147 shares; 2024Q1: 3,147 shares; 2024Q2: 3,147 shares; 2024Q3: 3,147 shares; 2024Q4: 3,147 shares 3,147 $150K <0.01% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,748 shares; 2024Q1: 7,748 shares; 2024Q2: 7,748 shares; 2024Q3: 6,755 shares; 2024Q4: 6,755 shares 6,755 $147K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $136K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,149 shares; 2024Q2: 4,366 shares; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares 2,665 $135K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $130K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 209 shares; 2024Q1: 209 shares; 2024Q2: 209 shares; 2024Q3: 209 shares; 2024Q4: 209 shares 209 $126K <0.01% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,125 shares; 2024Q1: 1,125 shares; 2024Q2: 1,125 shares; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares 1,125 $121K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 93,340 shares; 2024Q1: 93,980 shares; 2024Q2: 1,795 shares; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares 1,795 $116K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $112K <0.01% 0 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,940 shares; 2024Q1: 7,940 shares; 2024Q2: 7,940 shares; 2024Q3: 7,940 shares; 2024Q4: 7,940 shares 7,940 $112K <0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,571 shares; 2024Q1: 2,571 shares; 2024Q2: 2,571 shares; 2024Q3: 2,571 shares; 2024Q4: 2,571 shares 2,571 $111K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $110K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $109K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 84 shares; 2024Q4: 84 shares 84 $108K <0.01% 0 OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,075 shares; 2024Q1: 1,075 shares; 2024Q2: 1,075 shares; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares 1,075 $104K <0.01% 0 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 270 shares; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares; 2024Q4: 270 shares 270 $86K <0.01% 0 EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 288 shares; 2024Q4: 288 shares 288 $84.6K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares 1,467 $83.2K <0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,051 shares; 2024Q1: 3,051 shares; 2024Q2: 13,166 shares; 2024Q3: 14,561 shares; 2024Q4: 4,446 shares 4,446 $83K <0.01% -10,115 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 625 shares 625 $82.8K <0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,599 shares; 2024Q1: 1,599 shares; 2024Q2: 1,599 shares; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares 1,599 $81.8K <0.01% 0 Timeline ASPEN TECHNOLOGY INC ASPEN TECHNOLOGY INC More: the full row for ASPEN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 296 shares; 2024Q1: 296 shares; 2024Q2: 296 shares; 2024Q3: 296 shares; 2024Q4: 296 shares 296 $70.7K <0.01% 0 SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $64.5K <0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $64K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 560 shares; 2024Q1: 560 shares; 2024Q2: 560 shares; 2024Q3: 560 shares; 2024Q4: 560 shares 560 $58.6K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 664 shares; 2024Q4: 664 shares 664 $57K <0.01% 0 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 413 shares; 2024Q1: 413 shares; 2024Q2: 413 shares; 2024Q3: 413 shares; 2024Q4: 413 shares 413 $56.1K <0.01% 0 CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares 1,750 $55.7K <0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,530 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $55.3K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 442 shares; 2024Q1: 442 shares; 2024Q2: 442 shares; 2024Q3: 442 shares; 2024Q4: 442 shares 442 $54.1K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 370 shares; 2024Q1: 370 shares; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares 370 $51.6K <0.01% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares 6,000 $50.2K <0.01% 0 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $48.5K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,530 shares; 2024Q1: 4,040 shares; 2024Q2: 1,530 shares; 2024Q3: 730 shares; 2024Q4: 730 shares 730 $48.2K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 190 shares; 2024Q4: 190 shares 190 $46.6K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 527 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $46K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 602 shares; 2024Q4: 602 shares 602 $42K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,894 shares; 2024Q1: 891 shares; 2024Q2: 891 shares; 2024Q3: 891 shares; 2024Q4: 891 shares 891 $40.9K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 206 shares; 2024Q1: 206 shares; 2024Q2: 206 shares; 2024Q3: 373 shares; 2024Q4: 373 shares 373 $36.2K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,510 shares; 2024Q1: 2,510 shares; 2024Q2: 2,510 shares; 2024Q3: 2,510 shares; 2024Q4: 2,510 shares 2,510 $33.6K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 895 shares; 2024Q1: 895 shares; 2024Q2: 895 shares; 2024Q3: 895 shares; 2024Q4: 895 shares 895 $33.3K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 328 shares; 2024Q1: 328 shares; 2024Q2: 328 shares; 2024Q3: 328 shares; 2024Q4: 328 shares 328 $31.5K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $26.8K <0.01% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $25.3K <0.01% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 730 shares; 2024Q1: 730 shares; 2024Q2: 730 shares; 2024Q3: 730 shares; 2024Q4: 730 shares 730 $23.7K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,122 shares; 2024Q1: 17,471 shares; 2024Q2: 9,774 shares; 2024Q3: 494 shares; 2024Q4: 494 shares 494 $23.4K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,466 shares; 2024Q1: 1,466 shares; 2024Q2: 1,466 shares; 2024Q3: 77 shares; 2024Q4: 77 shares 77 $20.8K <0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 660 shares; 2024Q1: 660 shares; 2024Q2: 660 shares; 2024Q3: 115 shares; 2024Q4: 115 shares 115 $20.6K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 146 shares; 2024Q1: 146 shares; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares 146 $19.6K <0.01% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares 1,200 $14.4K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,334 shares; 2024Q1: 2,334 shares; 2024Q2: 2,334 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $14.1K <0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 95 shares; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares; 2024Q4: 95 shares 95 $8.16K <0.01% 0 Timeline