MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 573,803 shares; 2024Q1: 567,882 shares; 2024Q2: 567,250 shares; 2024Q3: 564,376 shares; 2024Q4: 566,009 shares; 2025Q1: 567,924 shares 567,924 $223M 4.49% +1,915 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 923,090 shares 923,090 $213M 4.3% -419 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 301,855 shares; 2024Q1: 300,362 shares; 2024Q2: 304,624 shares; 2024Q3: 316,590 shares; 2024Q4: 335,740 shares; 2025Q1: 332,739 shares 332,739 $189M 3.8% -3,001 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 363,744 shares; 2024Q1: 364,135 shares; 2024Q2: 364,850 shares; 2024Q3: 360,184 shares; 2024Q4: 359,180 shares; 2025Q1: 359,804 shares 359,804 $188M 3.8% +624 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 907,846 shares; 2024Q1: 898,741 shares; 2024Q2: 900,670 shares; 2024Q3: 891,176 shares; 2024Q4: 885,144 shares; 2025Q1: 885,071 shares 885,071 $184M 3.71% -73 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 637,423 shares; 2024Q1: 635,493 shares; 2024Q2: 630,836 shares; 2024Q3: 626,920 shares; 2024Q4: 621,203 shares; 2025Q1: 613,725 shares 613,725 $149M 3% -7,478 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 796,920 shares; 2024Q1: 809,758 shares; 2024Q2: 819,692 shares; 2024Q3: 811,354 shares; 2024Q4: 811,569 shares; 2025Q1: 814,304 shares 814,304 $145M 2.92% +2,735 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 414,779 shares; 2024Q1: 423,757 shares; 2024Q2: 427,235 shares; 2024Q3: 428,607 shares; 2024Q4: 430,976 shares; 2025Q1: 430,190 shares 430,190 $144M 2.91% -786 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 224,475 shares; 2024Q1: 228,519 shares; 2024Q2: 229,346 shares; 2024Q3: 243,140 shares; 2024Q4: 234,632 shares; 2025Q1: 236,449 shares 236,449 $121M 2.44% +1,817 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 556,391 shares; 2024Q1: 564,639 shares; 2024Q2: 662,379 shares; 2024Q3: 736,798 shares; 2024Q4: 725,970 shares; 2025Q1: 724,749 shares 724,749 $82.8M 1.67% -1,221 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,291 shares; 2024Q1: 256,818 shares; 2024Q2: 261,709 shares; 2024Q3: 255,844 shares; 2024Q4: 255,839 shares; 2025Q1: 253,595 shares 253,595 $81.1M 1.64% -2,244 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 156,396 shares; 2024Q1: 178,134 shares; 2024Q2: 177,698 shares; 2024Q3: 178,856 shares; 2024Q4: 178,387 shares; 2025Q1: 178,959 shares 178,959 $66.3M 1.34% +572 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 798,309 shares; 2024Q1: 785,913 shares; 2024Q2: 786,810 shares; 2024Q3: 793,255 shares; 2024Q4: 707,779 shares; 2025Q1: 604,373 shares 604,373 $64.1M 1.29% -103,406 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 128,579 shares; 2024Q1: 144,535 shares; 2024Q2: 150,149 shares; 2024Q3: 152,206 shares; 2024Q4: 163,920 shares; 2025Q1: 168,596 shares 168,596 $62.5M 1.26% +4,676 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 239,452 shares; 2024Q1: 240,326 shares; 2024Q2: 241,483 shares; 2024Q3: 247,694 shares; 2024Q4: 247,459 shares; 2025Q1: 248,695 shares 248,695 $57.7M 1.16% +1,236 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; 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; 2025Q1: 1,066,542 shares 1,066,542 $52.8M 1.06% +26,233 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,743 shares; 2024Q1: 44,545 shares; 2024Q2: 425,417 shares; 2024Q3: 450,064 shares; 2024Q4: 453,287 shares; 2025Q1: 477,729 shares 477,729 $52.7M 1.06% +24,442 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 322,124 shares; 2024Q1: 311,235 shares; 2024Q2: 304,740 shares; 2024Q3: 306,458 shares; 2024Q4: 298,920 shares; 2025Q1: 298,905 shares 298,905 $48.7M 0.98% -15 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 313,866 shares; 2024Q1: 317,871 shares; 2024Q2: 329,202 shares; 2024Q3: 324,024 shares; 2024Q4: 379,023 shares; 2025Q1: 387,342 shares 387,342 $47M 0.95% +8,319 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 149,156 shares; 2024Q1: 152,455 shares; 2024Q2: 154,843 shares; 2024Q3: 155,408 shares; 2024Q4: 156,110 shares; 2025Q1: 156,844 shares 156,844 $46.5M 0.94% +734 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 161,025 shares; 2024Q1: 163,006 shares; 2024Q2: 164,558 shares; 2024Q3: 165,664 shares; 2024Q4: 165,275 shares; 2025Q1: 167,534 shares 167,534 $45.2M 0.91% +2,259 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70 shares; 2024Q1: 68 shares; 2024Q2: 60 shares; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares 52 $41.5M 0.84% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,883 shares; 2024Q1: 113,300 shares; 2024Q2: 108,249 shares; 2024Q3: 106,541 shares; 2024Q4: 107,434 shares; 2025Q1: 106,992 shares 106,992 $39.5M 0.8% -442 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,233 shares; 2024Q1: 33,910 shares; 2024Q2: 34,693 shares; 2024Q3: 36,494 shares; 2024Q4: 38,466 shares; 2025Q1: 39,673 shares 39,673 $37.4M 0.75% +1,207 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,469 shares; 2024Q1: 54,205 shares; 2024Q2: 56,926 shares; 2024Q3: 62,958 shares; 2024Q4: 62,006 shares; 2025Q1: 65,516 shares 65,516 $37.3M 0.75% +3,510 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,695 shares; 2024Q1: 255,195 shares; 2024Q2: 255,646 shares; 2024Q3: 292,950 shares; 2024Q4: 293,041 shares; 2025Q1: 292,878 shares 292,878 $35.6M 0.72% -163 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 169,749 shares; 2024Q1: 172,206 shares; 2024Q2: 171,213 shares; 2024Q3: 175,654 shares; 2024Q4: 173,978 shares; 2025Q1: 171,020 shares 171,020 $35.5M 0.72% -2,958 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,649 shares; 2024Q1: 61,010 shares; 2024Q2: 63,428 shares; 2024Q3: 73,276 shares; 2024Q4: 67,401 shares; 2025Q1: 68,570 shares 68,570 $34.7M 0.7% +1,169 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 197,792 shares; 2024Q1: 202,724 shares; 2024Q2: 204,274 shares; 2024Q3: 205,331 shares; 2024Q4: 203,361 shares; 2025Q1: 202,460 shares 202,460 $33.5M 0.68% -901 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,540 shares; 2024Q1: 41,160 shares; 2024Q2: 35,686 shares; 2024Q3: 35,961 shares; 2024Q4: 35,282 shares; 2025Q1: 39,198 shares 39,198 $32.4M 0.65% +3,916 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 170,603 shares; 2024Q1: 161,902 shares; 2024Q2: 160,304 shares; 2024Q3: 157,622 shares; 2024Q4: 178,372 shares; 2025Q1: 171,254 shares 171,254 $32.2M 0.65% -7,118 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,773 shares; 2024Q1: 113,465 shares; 2024Q2: 114,792 shares; 2024Q3: 140,104 shares; 2024Q4: 140,368 shares; 2025Q1: 141,683 shares 141,683 $31.5M 0.64% +1,315 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 165,556 shares; 2024Q1: 167,080 shares; 2024Q2: 166,012 shares; 2024Q3: 167,832 shares; 2024Q4: 166,300 shares; 2025Q1: 189,291 shares 189,291 $31.1M 0.63% +22,991 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 167,755 shares; 2024Q1: 129,458 shares; 2024Q2: 123,236 shares; 2024Q3: 166,633 shares; 2024Q4: 167,111 shares; 2025Q1: 402,838 shares 402,838 $30.1M 0.61% +235,727 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180,785 shares; 2024Q1: 179,368 shares; 2024Q2: 181,203 shares; 2024Q3: 175,065 shares; 2024Q4: 174,645 shares; 2025Q1: 171,154 shares 171,154 $29.1M 0.59% -3,491 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 553,729 shares; 2024Q1: 527,520 shares; 2024Q2: 529,803 shares; 2024Q3: 547,897 shares; 2024Q4: 564,824 shares; 2025Q1: 579,569 shares 579,569 $29M 0.58% +14,745 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 323,325 shares; 2024Q1: 309,255 shares; 2024Q2: 315,687 shares; 2024Q3: 319,548 shares; 2024Q4: 330,589 shares; 2025Q1: 353,697 shares 353,697 $28.8M 0.58% +23,108 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115,505 shares; 2024Q1: 116,042 shares; 2024Q2: 111,566 shares; 2024Q3: 110,106 shares; 2024Q4: 104,442 shares; 2025Q1: 104,545 shares 104,545 $28.8M 0.58% +103 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,346 shares; 2024Q1: 56,915 shares; 2024Q2: 56,888 shares; 2024Q3: 56,939 shares; 2024Q4: 56,890 shares; 2025Q1: 56,870 shares 56,870 $28.5M 0.58% -20 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 120,899 shares; 2024Q1: 102,842 shares; 2024Q2: 100,830 shares; 2024Q3: 100,697 shares; 2024Q4: 94,624 shares; 2025Q1: 92,947 shares 92,947 $28.4M 0.57% -1,677 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,351 shares; 2024Q1: 105,503 shares; 2024Q2: 99,247 shares; 2024Q3: 98,901 shares; 2024Q4: 99,920 shares; 2025Q1: 97,289 shares 97,289 $27.9M 0.56% -2,631 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 171,336 shares; 2024Q1: 173,264 shares; 2024Q2: 172,542 shares; 2024Q3: 176,484 shares; 2024Q4: 175,460 shares; 2025Q1: 180,864 shares 180,864 $27.8M 0.56% +5,404 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,896 shares; 2024Q1: 30,646 shares; 2024Q2: 31,468 shares; 2024Q3: 31,129 shares; 2024Q4: 31,184 shares; 2025Q1: 30,857 shares 30,857 $27.4M 0.55% -327 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 92,366 shares; 2024Q1: 95,877 shares; 2024Q2: 98,234 shares; 2024Q3: 100,159 shares; 2024Q4: 101,081 shares; 2025Q1: 101,870 shares 101,870 $27M 0.54% +789 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 581,248 shares; 2024Q1: 586,325 shares; 2024Q2: 580,560 shares; 2024Q3: 547,967 shares; 2024Q4: 571,231 shares; 2025Q1: 594,759 shares 594,759 $26.6M 0.54% +23,528 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 79,897 shares; 2024Q1: 82,879 shares; 2024Q2: 97,081 shares; 2024Q3: 101,518 shares; 2024Q4: 103,924 shares; 2025Q1: 103,034 shares 103,034 $25.6M 0.52% -890 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 354,728 shares; 2024Q1: 385,980 shares; 2024Q2: 435,628 shares; 2024Q3: 454,273 shares; 2024Q4: 464,910 shares; 2025Q1: 488,467 shares 488,467 $25.2M 0.51% +23,557 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,843 shares; 2024Q1: 51,477 shares; 2024Q2: 45,899 shares; 2024Q3: 47,705 shares; 2024Q4: 48,251 shares; 2025Q1: 49,031 shares 49,031 $24.9M 0.5% +780 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 431,896 shares; 2024Q1: 435,547 shares; 2024Q2: 435,953 shares; 2024Q3: 431,179 shares; 2024Q4: 430,979 shares; 2025Q1: 427,286 shares 427,286 $24.3M 0.49% -3,693 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,917 shares; 2024Q1: 62,245 shares; 2024Q2: 62,202 shares; 2024Q3: 62,183 shares; 2024Q4: 53,395 shares; 2025Q1: 52,438 shares 52,438 $23.6M 0.47% -957 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,095 shares; 2024Q1: 38,225 shares; 2024Q2: 38,265 shares; 2024Q3: 36,879 shares; 2024Q4: 38,788 shares; 2025Q1: 39,833 shares 39,833 $23.2M 0.47% +1,045 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 179,628 shares; 2024Q1: 186,577 shares; 2024Q2: 190,390 shares; 2024Q3: 196,111 shares; 2024Q4: 174,507 shares; 2025Q1: 182,634 shares 182,634 $23M 0.46% +8,127 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 541,107 shares; 2024Q1: 553,351 shares; 2024Q2: 552,423 shares; 2024Q3: 485,752 shares; 2024Q4: 485,708 shares; 2025Q1: 486,248 shares 486,248 $23M 0.46% +540 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 591,558 shares; 2024Q1: 358,867 shares; 2024Q2: 412,785 shares; 2024Q3: 188,505 shares; 2024Q4: 211,226 shares; 2025Q1: 275,763 shares 275,763 $22.8M 0.46% +64,537 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,702 shares; 2024Q1: 85,910 shares; 2024Q2: 94,900 shares; 2024Q3: 192,476 shares; 2024Q4: 197,065 shares; 2025Q1: 230,007 shares 230,007 $22.7M 0.46% +32,942 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 269,449 shares; 2024Q1: 298,989 shares; 2024Q2: 294,379 shares; 2024Q3: 276,585 shares; 2024Q4: 280,553 shares; 2025Q1: 285,099 shares 285,099 $22.3M 0.45% +4,546 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,382 shares; 2024Q1: 110,235 shares; 2024Q2: 84,495 shares; 2024Q3: 83,687 shares; 2024Q4: 79,102 shares; 2025Q1: 79,940 shares 79,940 $21.9M 0.44% +838 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,804 shares; 2024Q1: 59,918 shares; 2024Q2: 61,898 shares; 2024Q3: 60,299 shares; 2024Q4: 61,598 shares; 2025Q1: 62,026 shares 62,026 $21.7M 0.44% +428 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 129,223 shares; 2024Q1: 137,608 shares; 2024Q2: 138,832 shares; 2024Q3: 141,620 shares; 2024Q4: 142,621 shares; 2025Q1: 138,872 shares 138,872 $21.5M 0.43% -3,749 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,911 shares; 2024Q1: 48,279 shares; 2024Q2: 91,004 shares; 2024Q3: 363,443 shares; 2024Q4: 361,318 shares; 2025Q1: 358,863 shares 358,863 $20.7M 0.42% -2,455 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,239 shares 21,239 $20.1M 0.41% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 179,605 shares; 2024Q1: 183,061 shares; 2024Q2: 179,826 shares; 2024Q3: 182,096 shares; 2024Q4: 154,180 shares; 2025Q1: 151,155 shares 151,155 $19.9M 0.4% -3,025 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 93,509 shares; 2024Q1: 94,310 shares; 2024Q2: 94,140 shares; 2024Q3: 95,775 shares; 2024Q4: 94,936 shares; 2025Q1: 93,971 shares 93,971 $19.7M 0.4% -965 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 533,501 shares; 2024Q1: 539,719 shares; 2024Q2: 543,822 shares; 2024Q3: 439,734 shares; 2024Q4: 441,079 shares; 2025Q1: 447,678 shares 447,678 $19.6M 0.39% +6,599 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 265,132 shares; 2024Q1: 267,259 shares; 2024Q2: 268,209 shares; 2024Q3: 269,438 shares; 2024Q4: 270,616 shares; 2025Q1: 272,625 shares 272,625 $19.5M 0.39% +2,009 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 174,875 shares; 2024Q1: 180,341 shares; 2024Q2: 176,216 shares; 2024Q3: 176,433 shares; 2024Q4: 178,695 shares; 2025Q1: 185,375 shares 185,375 $19.4M 0.39% +6,680 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 63,119 shares; 2024Q1: 65,837 shares; 2024Q2: 68,758 shares; 2024Q3: 70,259 shares; 2024Q4: 72,206 shares; 2025Q1: 72,550 shares 72,550 $19.3M 0.39% +344 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 69,995 shares; 2024Q1: 68,638 shares; 2024Q2: 66,194 shares; 2024Q3: 66,169 shares; 2024Q4: 67,876 shares; 2025Q1: 74,573 shares 74,573 $19.3M 0.39% +6,697 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 554,902 shares; 2024Q1: 540,294 shares; 2024Q2: 531,332 shares; 2024Q3: 528,221 shares; 2024Q4: 528,493 shares; 2025Q1: 517,946 shares 517,946 $19.1M 0.39% -10,547 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 67,886 shares; 2024Q1: 335,614 shares; 2024Q2: 326,893 shares; 2024Q3: 335,392 shares; 2024Q4: 305,213 shares; 2025Q1: 324,456 shares 324,456 $19M 0.38% +19,243 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,317 shares; 2024Q1: 57,518 shares; 2024Q2: 57,422 shares; 2024Q3: 57,954 shares; 2024Q4: 59,433 shares; 2025Q1: 59,110 shares 59,110 $18.3M 0.37% -323 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,761 shares; 2024Q1: 13,413 shares; 2024Q2: 13,430 shares; 2024Q3: 13,354 shares; 2024Q4: 13,238 shares; 2025Q1: 13,258 shares 13,258 $18.3M 0.37% +20 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,706 shares; 2024Q1: 35,504 shares; 2024Q2: 35,154 shares; 2024Q3: 33,324 shares; 2024Q4: 33,590 shares; 2025Q1: 33,140 shares 33,140 $17.7M 0.36% -450 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,620 shares; 2024Q1: 4,777 shares; 2024Q2: 4,793 shares; 2024Q3: 5,250 shares; 2024Q4: 5,247 shares; 2025Q1: 5,204 shares 5,204 $17.4M 0.35% -43 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 98,550 shares; 2024Q1: not reported; 2024Q2: 80,249 shares; 2024Q3: 112,912 shares; 2024Q4: 122,542 shares; 2025Q1: 160,266 shares 160,266 $16.9M 0.34% +37,724 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,690 shares; 2024Q1: 66,522 shares; 2024Q2: 66,713 shares; 2024Q3: 61,920 shares; 2024Q4: 62,313 shares; 2025Q1: 63,228 shares 63,228 $16.7M 0.34% +915 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,040 shares; 2024Q1: 39,915 shares; 2024Q2: 39,898 shares; 2024Q3: 39,629 shares; 2024Q4: 39,629 shares; 2025Q1: 39,563 shares 39,563 $16.7M 0.34% -66 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 126,517 shares; 2024Q1: 129,612 shares; 2024Q2: 130,784 shares; 2024Q3: 135,331 shares; 2024Q4: 112,754 shares; 2025Q1: 110,905 shares 110,905 $16.6M 0.34% -1,849 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,027 shares; 2024Q1: 49,898 shares; 2024Q2: 50,339 shares; 2024Q3: 49,733 shares; 2024Q4: 50,037 shares; 2025Q1: 48,745 shares 48,745 $16.4M 0.33% -1,292 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 270,179 shares; 2024Q1: 315,779 shares; 2024Q2: 348,716 shares; 2024Q3: 343,494 shares; 2024Q4: 361,580 shares; 2025Q1: 357,559 shares 357,559 $16.1M 0.32% -4,021 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 156,996 shares; 2024Q1: 169,430 shares; 2024Q2: 136,471 shares; 2024Q3: 117,206 shares; 2024Q4: 122,547 shares; 2025Q1: 122,376 shares 122,376 $15.8M 0.32% -171 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 106,064 shares; 2024Q1: 110,307 shares; 2024Q2: 108,600 shares; 2024Q3: 108,953 shares; 2024Q4: 116,881 shares; 2025Q1: 125,582 shares 125,582 $15.8M 0.32% +8,701 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,921 shares; 2024Q1: 59,340 shares; 2024Q2: 60,424 shares; 2024Q3: 61,130 shares; 2024Q4: 76,215 shares; 2025Q1: 75,290 shares 75,290 $15.7M 0.32% -925 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,429 shares; 2024Q1: 36,610 shares; 2024Q2: 36,679 shares; 2024Q3: 37,270 shares; 2024Q4: 37,427 shares; 2025Q1: 35,296 shares 35,296 $15.5M 0.31% -2,131 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,928 shares; 2024Q1: 73,470 shares; 2024Q2: 72,949 shares; 2024Q3: 71,775 shares; 2024Q4: 71,828 shares; 2025Q1: 71,837 shares 71,837 $15.5M 0.31% +9 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66,620 shares; 2024Q1: 66,914 shares; 2024Q2: 67,131 shares; 2024Q3: 67,546 shares; 2024Q4: 67,569 shares; 2025Q1: 67,951 shares 67,951 $15M 0.3% +382 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 266,962 shares; 2024Q1: 271,864 shares; 2024Q2: 273,427 shares; 2024Q3: 280,224 shares; 2024Q4: 226,506 shares; 2025Q1: 155,381 shares 155,381 $14.6M 0.29% -71,125 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,833 shares; 2024Q1: 46,865 shares; 2024Q2: 64,149 shares; 2024Q3: 115,367 shares; 2024Q4: 115,974 shares; 2025Q1: 127,419 shares 127,419 $14.5M 0.29% +11,445 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 133,036 shares; 2024Q1: 122,723 shares; 2024Q2: 68,981 shares; 2024Q3: 50,163 shares; 2024Q4: 71,171 shares; 2025Q1: 120,720 shares 120,720 $14.3M 0.29% +49,549 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,646 shares; 2024Q1: 99,699 shares; 2024Q2: 99,865 shares; 2024Q3: 136,460 shares; 2024Q4: 135,065 shares; 2025Q1: 163,227 shares 163,227 $14.2M 0.29% +28,162 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,131 shares; 2024Q1: 33,978 shares; 2024Q2: 37,270 shares; 2024Q3: 38,539 shares; 2024Q4: 80,235 shares; 2025Q1: 82,589 shares 82,589 $14.1M 0.28% +2,354 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 79,662 shares; 2024Q1: 79,997 shares; 2024Q2: 80,594 shares; 2024Q3: 80,945 shares; 2024Q4: 80,951 shares; 2025Q1: 81,288 shares 81,288 $14M 0.28% +337 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,507 shares; 2024Q1: 46,083 shares; 2024Q2: 47,800 shares; 2024Q3: 49,637 shares; 2024Q4: 51,939 shares; 2025Q1: 54,610 shares 54,610 $13.9M 0.28% +2,671 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 98,374 shares; 2024Q1: 103,475 shares; 2024Q2: 106,946 shares; 2024Q3: 110,067 shares; 2024Q4: 113,872 shares; 2025Q1: 118,407 shares 118,407 $13.9M 0.28% +4,535 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,159 shares; 2024Q1: 26,704 shares; 2024Q2: 27,594 shares; 2024Q3: 27,831 shares; 2024Q4: 51,437 shares; 2025Q1: 58,177 shares 58,177 $13.4M 0.27% +6,740 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,232 shares; 2024Q1: 68,498 shares; 2024Q2: 67,548 shares; 2024Q3: 68,382 shares; 2024Q4: 97,048 shares; 2025Q1: 98,504 shares 98,504 $13.2M 0.27% +1,456 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,877 shares; 2024Q1: 142,133 shares; 2024Q2: 140,376 shares; 2024Q3: 142,888 shares; 2024Q4: 142,126 shares; 2025Q1: 148,242 shares 148,242 $13M 0.26% +6,116 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,791 shares; 2024Q1: 2,786 shares; 2024Q2: 2,792 shares; 2024Q3: 2,790 shares; 2024Q4: 2,818 shares; 2025Q1: 2,821 shares 2,821 $13M 0.26% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,496 shares; 2024Q1: 16,708 shares; 2024Q2: 19,308 shares; 2024Q3: 20,056 shares; 2024Q4: 23,400 shares; 2025Q1: 27,306 shares 27,306 $12.9M 0.26% +3,906 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 263,753 shares; 2024Q1: 273,542 shares; 2024Q2: 256,344 shares; 2024Q3: 157,762 shares; 2024Q4: 156,120 shares; 2025Q1: 158,706 shares 158,706 $12.9M 0.26% +2,586 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 170,525 shares; 2024Q1: 183,978 shares; 2024Q2: 200,482 shares; 2024Q3: 205,320 shares; 2024Q4: 208,084 shares; 2025Q1: 213,561 shares 213,561 $12.8M 0.26% +5,477 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,835 shares; 2024Q1: 81,729 shares; 2024Q2: 84,481 shares; 2024Q3: 86,313 shares; 2024Q4: 88,283 shares; 2025Q1: 92,624 shares 92,624 $12.7M 0.26% +4,341 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,673 shares; 2024Q1: 11,627 shares; 2024Q2: 12,122 shares; 2024Q3: 12,317 shares; 2024Q4: 19,100 shares; 2025Q1: 21,585 shares 21,585 $12.5M 0.25% +2,485 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,307 shares; 2024Q1: 217,809 shares; 2024Q2: 172,375 shares; 2024Q3: 164,093 shares; 2024Q4: 154,496 shares; 2025Q1: 129,957 shares 129,957 $12.4M 0.25% -24,539 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,569 shares; 2024Q1: 13,023 shares; 2024Q2: 13,686 shares; 2024Q3: 56,253 shares; 2024Q4: 57,908 shares; 2025Q1: 60,099 shares 60,099 $12.3M 0.25% +2,191 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,660 shares; 2024Q1: 25,661 shares; 2024Q2: 25,709 shares; 2024Q3: 25,752 shares; 2024Q4: 25,973 shares; 2025Q1: 26,121 shares 26,121 $12.1M 0.24% +148 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 184,781 shares; 2024Q1: 220,588 shares; 2024Q2: 260,531 shares; 2024Q3: 276,470 shares; 2024Q4: 329,837 shares; 2025Q1: 373,769 shares 373,769 $12.1M 0.24% +43,932 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,543 shares; 2024Q1: 20,685 shares; 2024Q2: 21,520 shares; 2024Q3: 22,492 shares; 2024Q4: 23,329 shares; 2025Q1: 23,846 shares 23,846 $11.8M 0.24% +517 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 336,055 shares; 2024Q1: 336,690 shares; 2024Q2: 317,379 shares; 2024Q3: 303,052 shares; 2024Q4: 353,272 shares; 2025Q1: 387,242 shares 387,242 $11.7M 0.23% +33,970 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 171,664 shares; 2024Q1: 178,566 shares; 2024Q2: 183,129 shares; 2024Q3: 184,751 shares; 2024Q4: 177,064 shares; 2025Q1: 140,224 shares 140,224 $11.6M 0.23% -36,840 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140,741 shares; 2024Q1: 148,684 shares; 2024Q2: 152,998 shares; 2024Q3: 155,865 shares; 2024Q4: 129,537 shares; 2025Q1: 125,491 shares 125,491 $11.4M 0.23% -4,046 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 162,849 shares; 2024Q1: 198,319 shares; 2024Q2: 206,853 shares; 2024Q3: 207,009 shares; 2024Q4: 207,548 shares; 2025Q1: 201,547 shares 201,547 $11.3M 0.23% -6,001 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,207 shares; 2024Q1: 100,227 shares; 2024Q2: 99,728 shares; 2024Q3: 101,286 shares; 2024Q4: 95,886 shares; 2025Q1: 102,121 shares 102,121 $11.1M 0.22% +6,235 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,315 shares; 2024Q1: 15,865 shares; 2024Q2: 15,104 shares; 2024Q3: 37,729 shares; 2024Q4: 37,793 shares; 2025Q1: 38,132 shares 38,132 $11.1M 0.22% +339 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 169,949 shares; 2024Q1: 176,135 shares; 2024Q2: 177,114 shares; 2024Q3: 177,888 shares; 2024Q4: 140,691 shares; 2025Q1: 115,007 shares 115,007 $11M 0.22% -25,684 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,372 shares; 2024Q1: 15,425 shares; 2024Q2: 16,232 shares; 2024Q3: 16,651 shares; 2024Q4: 17,166 shares; 2025Q1: 17,789 shares 17,789 $10.9M 0.22% +623 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 227,285 shares; 2024Q1: 221,918 shares; 2024Q2: 216,657 shares; 2024Q3: 211,291 shares; 2024Q4: 209,584 shares; 2025Q1: 208,052 shares 208,052 $10.8M 0.22% -1,532 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,474 shares; 2024Q1: 70,857 shares; 2024Q2: 101,381 shares; 2024Q3: 99,997 shares; 2024Q4: 151,328 shares; 2025Q1: 189,804 shares 189,804 $10.8M 0.22% +38,476 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,085 shares; 2024Q1: 48,437 shares; 2024Q2: 48,004 shares; 2024Q3: 51,094 shares; 2024Q4: 81,223 shares; 2025Q1: 81,130 shares 81,130 $10.7M 0.22% -93 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,190 shares; 2024Q1: 89,089 shares; 2024Q2: 92,516 shares; 2024Q3: 91,890 shares; 2024Q4: 89,979 shares; 2025Q1: 93,177 shares 93,177 $10.3M 0.21% +3,198 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,901 shares; 2024Q1: 119,189 shares; 2024Q2: 116,217 shares; 2024Q3: 242,927 shares; 2024Q4: 114,729 shares; 2025Q1: 112,197 shares 112,197 $10.2M 0.21% -2,532 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 372,885 shares; 2024Q1: 388,264 shares; 2024Q2: 388,121 shares; 2024Q3: 389,311 shares; 2024Q4: 340,724 shares; 2025Q1: 348,265 shares 348,265 $10.2M 0.21% +7,541 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,243 shares; 2024Q2: 82,764 shares; 2024Q3: 131,568 shares; 2024Q4: 132,505 shares; 2025Q1: 130,590 shares 130,590 $10.1M 0.2% -1,915 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,218 shares; 2024Q1: 34,526 shares; 2024Q2: 33,787 shares; 2024Q3: 32,279 shares; 2024Q4: 33,082 shares; 2025Q1: 32,293 shares 32,293 $10M 0.2% -789 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,025 shares; 2024Q1: 12,377 shares; 2024Q2: 28,901 shares; 2024Q3: 37,411 shares; 2024Q4: 41,796 shares; 2025Q1: 50,481 shares 50,481 $9.8M 0.2% +8,685 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 27,657 shares; 2024Q2: 27,749 shares; 2024Q3: 27,963 shares; 2024Q4: 27,951 shares; 2025Q1: 28,037 shares 28,037 $9.78M 0.2% +86 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 41,111 shares; 2024Q3: 41,121 shares; 2024Q4: 41,125 shares; 2025Q1: 41,298 shares 41,298 $9.61M 0.19% +173 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 67,571 shares; 2024Q1: 71,567 shares; 2024Q2: 78,332 shares; 2024Q3: 82,925 shares; 2024Q4: 86,806 shares; 2025Q1: 95,131 shares 95,131 $9.51M 0.19% +8,325 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,302 shares; 2024Q1: 3,381 shares; 2024Q2: 174,500 shares; 2024Q3: 181,481 shares; 2024Q4: 188,917 shares; 2025Q1: 188,725 shares 188,725 $9.48M 0.19% -192 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 215,035 shares; 2024Q1: 166,141 shares; 2024Q2: 162,271 shares; 2024Q3: 160,795 shares; 2024Q4: 146,248 shares; 2025Q1: 146,555 shares 146,555 $8.89M 0.18% +307 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 170,685 shares; 2024Q1: 173,659 shares; 2024Q2: 177,201 shares; 2024Q3: 178,494 shares; 2024Q4: 128,354 shares; 2025Q1: 129,850 shares 129,850 $8.78M 0.18% +1,496 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 104,266 shares; 2024Q1: 110,015 shares; 2024Q2: 129,023 shares; 2024Q3: 133,387 shares; 2024Q4: 137,170 shares; 2025Q1: 141,159 shares 141,159 $8.69M 0.18% +3,989 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,996 shares; 2024Q1: 82,635 shares; 2024Q2: 80,752 shares; 2024Q3: 76,547 shares; 2024Q4: 75,387 shares; 2025Q1: 92,389 shares 92,389 $8.62M 0.17% +17,002 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,411 shares; 2024Q1: 91,528 shares; 2024Q2: 89,664 shares; 2024Q3: 90,654 shares; 2024Q4: 91,961 shares; 2025Q1: 87,465 shares 87,465 $8.44M 0.17% -4,496 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,159 shares; 2024Q1: 61,642 shares; 2024Q2: 59,523 shares; 2024Q3: 60,737 shares; 2024Q4: 58,560 shares; 2025Q1: 58,823 shares 58,823 $8.43M 0.17% +263 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 241,263 shares; 2024Q1: 205,770 shares; 2024Q2: 191,547 shares; 2024Q3: 169,073 shares; 2024Q4: 163,416 shares; 2025Q1: 165,722 shares 165,722 $8.4M 0.17% +2,306 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,056 shares; 2024Q1: 51,052 shares; 2024Q2: 48,310 shares; 2024Q3: 45,749 shares; 2024Q4: 46,213 shares; 2025Q1: 43,580 shares 43,580 $8.31M 0.17% -2,633 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 58,357 shares; 2024Q3: 91,498 shares; 2024Q4: 120,001 shares; 2025Q1: 151,447 shares 151,447 $8.29M 0.17% +31,446 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 32,174 shares; 2024Q4: 32,174 shares; 2025Q1: 32,300 shares 32,300 $8.2M 0.17% +126 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 171,861 shares; 2024Q1: 172,321 shares; 2024Q2: 173,037 shares; 2024Q3: 188,244 shares; 2024Q4: 189,386 shares; 2025Q1: 190,855 shares 190,855 $8.12M 0.16% +1,469 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,522 shares; 2024Q1: 75,335 shares; 2024Q2: 70,564 shares; 2024Q3: 72,620 shares; 2024Q4: 75,288 shares; 2025Q1: 79,329 shares 79,329 $7.77M 0.16% +4,041 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,666 shares; 2024Q1: 52,269 shares; 2024Q2: 55,552 shares; 2024Q3: 57,136 shares; 2024Q4: 58,855 shares; 2025Q1: 61,499 shares 61,499 $7.75M 0.16% +2,644 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,500 shares; 2024Q1: 47,756 shares; 2024Q2: 48,311 shares; 2024Q3: 46,081 shares; 2024Q4: 46,173 shares; 2025Q1: 74,719 shares 74,719 $7.73M 0.16% +28,546 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,399 shares; 2024Q1: 3,698 shares; 2024Q2: 43,601 shares; 2024Q3: 45,865 shares; 2024Q4: 46,136 shares; 2025Q1: 46,386 shares 46,386 $7.64M 0.15% +250 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,079 shares; 2024Q1: 33,958 shares; 2024Q2: 33,584 shares; 2024Q3: 33,330 shares; 2024Q4: 33,770 shares; 2025Q1: 40,882 shares 40,882 $7.62M 0.15% +7,112 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 134,123 shares; 2024Q1: 138,190 shares; 2024Q2: 143,198 shares; 2024Q3: 143,679 shares; 2024Q4: 89,934 shares; 2025Q1: 103,524 shares 103,524 $7.59M 0.15% +13,590 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,355 shares; 2024Q1: 35,341 shares; 2024Q2: 35,637 shares; 2024Q3: 35,723 shares; 2024Q4: 36,072 shares; 2025Q1: 36,197 shares 36,197 $7.58M 0.15% +125 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,605 shares; 2024Q1: 11,991 shares; 2024Q2: 12,286 shares; 2024Q3: 12,312 shares; 2024Q4: 12,438 shares; 2025Q1: 12,888 shares 12,888 $7.01M 0.14% +450 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,693 shares; 2024Q1: 57,605 shares; 2024Q2: 58,221 shares; 2024Q3: 77,860 shares; 2024Q4: 130,687 shares; 2025Q1: 85,630 shares 85,630 $7M 0.14% -45,057 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,081 shares; 2024Q1: 6,192 shares; 2024Q2: 6,260 shares; 2024Q3: 6,304 shares; 2024Q4: 7,427 shares; 2025Q1: 7,534 shares 7,534 $6.86M 0.14% +107 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,361 shares; 2024Q1: 8,127 shares; 2024Q2: 8,296 shares; 2024Q3: 8,382 shares; 2024Q4: 18,610 shares; 2025Q1: 22,822 shares 22,822 $6.83M 0.14% +4,212 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,288 shares; 2024Q1: 68,092 shares; 2024Q2: 65,987 shares; 2024Q3: 69,863 shares; 2024Q4: 69,363 shares; 2025Q1: 73,216 shares 73,216 $6.79M 0.14% +3,853 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 335 shares; 2024Q1: 44,598 shares; 2024Q2: 47,620 shares; 2024Q3: 49,446 shares; 2024Q4: 51,069 shares; 2025Q1: 53,052 shares 53,052 $6.73M 0.14% +1,983 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,615 shares; 2024Q1: 4,558 shares; 2024Q2: 4,574 shares; 2024Q3: 64,714 shares; 2024Q4: 64,714 shares; 2025Q1: 64,985 shares 64,985 $6.7M 0.14% +271 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,458 shares; 2024Q1: 75,887 shares; 2024Q2: 64,737 shares; 2024Q3: 66,038 shares; 2024Q4: 66,477 shares; 2025Q1: 73,912 shares 73,912 $6.68M 0.13% +7,435 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,688 shares; 2024Q1: 15,999 shares; 2024Q2: 15,668 shares; 2024Q3: 71,399 shares; 2024Q4: 71,494 shares; 2025Q1: 113,168 shares 113,168 $6.58M 0.13% +41,674 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,082 shares; 2024Q1: 24,610 shares; 2024Q2: 30,187 shares; 2024Q3: 30,461 shares; 2024Q4: 31,025 shares; 2025Q1: 31,527 shares 31,527 $6.55M 0.13% +502 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,009 shares; 2024Q1: 99,599 shares; 2024Q2: 102,909 shares; 2024Q3: 99,856 shares; 2024Q4: 94,234 shares; 2025Q1: 87,107 shares 87,107 $6.29M 0.13% -7,127 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 169,227 shares; 2024Q1: 133,779 shares; 2024Q2: 116,363 shares; 2024Q3: 104,236 shares; 2024Q4: 104,581 shares; 2025Q1: 101,756 shares 101,756 $6.26M 0.13% -2,825 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,467 shares; 2024Q1: 17,928 shares; 2024Q2: 18,760 shares; 2024Q3: 18,495 shares; 2024Q4: 18,553 shares; 2025Q1: 17,975 shares 17,975 $6.25M 0.13% -578 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,880 shares; 2024Q1: 70,410 shares; 2024Q2: 70,054 shares; 2024Q3: 60,096 shares; 2024Q4: 57,744 shares; 2025Q1: 56,285 shares 56,285 $6.05M 0.12% -1,459 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,541 shares; 2024Q1: 48,092 shares; 2024Q2: 47,836 shares; 2024Q3: 54,617 shares; 2024Q4: 56,882 shares; 2025Q1: 68,668 shares 68,668 $5.92M 0.12% +11,786 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,126 shares; 2024Q1: 70,612 shares; 2024Q2: 72,639 shares; 2024Q3: 74,722 shares; 2024Q4: 81,925 shares; 2025Q1: 77,036 shares 77,036 $5.89M 0.12% -4,889 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,169 shares; 2024Q1: 1,119 shares; 2024Q2: 1,259 shares; 2024Q3: 1,070 shares; 2024Q4: 1,072 shares; 2025Q1: 8,582 shares 8,582 $5.69M 0.11% +7,510 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,671 shares; 2024Q1: 39,482 shares; 2024Q2: 39,317 shares; 2024Q3: 39,394 shares; 2024Q4: 39,475 shares; 2025Q1: 40,057 shares 40,057 $5.67M 0.11% +582 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,290 shares; 2024Q1: 63,711 shares; 2024Q2: 64,203 shares; 2024Q3: 68,649 shares; 2024Q4: 86,646 shares; 2025Q1: 134,363 shares 134,363 $5.53M 0.11% +47,717 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,145 shares; 2024Q1: 30,453 shares; 2024Q2: 21,569 shares; 2024Q3: 21,336 shares; 2024Q4: 21,690 shares; 2025Q1: 21,601 shares 21,601 $5.44M 0.11% -89 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 318,197 shares; 2024Q1: 318,197 shares; 2024Q2: 318,197 shares; 2024Q3: 318,197 shares; 2024Q4: 318,197 shares; 2025Q1: 318,197 shares 318,197 $5.41M 0.11% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,258 shares; 2024Q1: 72,405 shares; 2024Q2: 72,698 shares; 2024Q3: 72,698 shares; 2024Q4: 205,750 shares; 2025Q1: 191,575 shares 191,575 $5.36M 0.11% -14,175 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,612 shares; 2024Q1: 26,088 shares; 2024Q2: 48,415 shares; 2024Q3: 48,279 shares; 2024Q4: 109,098 shares; 2025Q1: 130,979 shares 130,979 $5.29M 0.11% +21,881 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 112,064 shares; 2024Q1: 111,343 shares; 2024Q2: 111,635 shares; 2024Q3: 76,448 shares; 2024Q4: 41,547 shares; 2025Q1: 41,450 shares 41,450 $5.06M 0.1% -97 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,067 shares; 2024Q1: 45,394 shares; 2024Q2: 45,358 shares; 2024Q3: 45,580 shares; 2024Q4: 42,926 shares; 2025Q1: 42,431 shares 42,431 $4.93M 0.1% -495 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,100 shares; 2024Q1: 61,314 shares; 2024Q2: 60,673 shares; 2024Q3: 48,880 shares; 2024Q4: 61,125 shares; 2025Q1: 66,634 shares 66,634 $4.74M 0.1% +5,509 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 94,264 shares; 2024Q1: 82,938 shares; 2024Q2: 68,278 shares; 2024Q3: 68,580 shares; 2024Q4: 68,551 shares; 2025Q1: 66,365 shares 66,365 $4.71M 0.09% -2,186 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,630 shares; 2024Q1: 31,348 shares; 2024Q2: 38,230 shares; 2024Q3: 39,058 shares; 2024Q4: 54,856 shares; 2025Q1: 77,507 shares 77,507 $4.57M 0.09% +22,651 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 642 shares; 2024Q1: 592 shares; 2024Q2: 612 shares; 2024Q3: 6,641 shares; 2024Q4: 6,196 shares; 2025Q1: 9,354 shares 9,354 $4.53M 0.09% +3,158 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,921 shares; 2024Q1: 32,031 shares; 2024Q2: 31,726 shares; 2024Q3: 28,520 shares; 2024Q4: 52,126 shares; 2025Q1: 48,372 shares 48,372 $4.51M 0.09% -3,754 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,963 shares; 2024Q1: 23,234 shares; 2024Q2: 25,482 shares; 2024Q3: 25,209 shares; 2024Q4: 30,703 shares; 2025Q1: 37,530 shares 37,530 $4.49M 0.09% +6,827 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51,614 shares; 2024Q1: 49,728 shares; 2024Q2: 49,728 shares; 2024Q3: 49,798 shares; 2024Q4: 49,798 shares; 2025Q1: 49,872 shares 49,872 $4.45M 0.09% +74 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,060 shares; 2024Q1: 51,676 shares; 2024Q2: 51,638 shares; 2024Q3: 51,228 shares; 2024Q4: 51,228 shares; 2025Q1: 51,320 shares 51,320 $4.42M 0.09% +92 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,192 shares; 2024Q1: 15,453 shares; 2024Q2: 17,583 shares; 2024Q3: 17,967 shares; 2024Q4: 18,450 shares; 2025Q1: 18,340 shares 18,340 $4.3M 0.09% -110 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 101,736 shares; 2024Q1: 110,456 shares; 2024Q2: 121,060 shares; 2024Q3: 126,498 shares; 2024Q4: 132,519 shares; 2025Q1: 133,991 shares 133,991 $4.14M 0.08% +1,472 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,762 shares; 2024Q1: 21,523 shares; 2024Q2: 22,152 shares; 2024Q3: 23,447 shares; 2024Q4: 25,342 shares; 2025Q1: 23,735 shares 23,735 $4.13M 0.08% -1,607 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,490 shares; 2024Q1: 1,577 shares; 2024Q2: 1,633 shares; 2024Q3: 18,764 shares; 2024Q4: 24,347 shares; 2025Q1: 23,854 shares 23,854 $4.1M 0.08% -493 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,488 shares; 2024Q1: 26,813 shares; 2024Q2: 28,054 shares; 2024Q3: 28,496 shares; 2024Q4: 29,129 shares; 2025Q1: 30,359 shares 30,359 $3.92M 0.08% +1,230 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,822 shares; 2024Q1: 51,683 shares; 2024Q2: 53,375 shares; 2024Q3: 51,949 shares; 2024Q4: 46,337 shares; 2025Q1: 55,735 shares 55,735 $3.81M 0.08% +9,398 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64,139 shares; 2024Q1: 64,858 shares; 2024Q2: 64,807 shares; 2024Q3: 49,781 shares; 2024Q4: 49,687 shares; 2025Q1: 49,339 shares 49,339 $3.78M 0.08% -348 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,585 shares; 2024Q1: 46,085 shares; 2024Q2: 45,942 shares; 2024Q3: 49,488 shares; 2024Q4: 50,602 shares; 2025Q1: 50,502 shares 50,502 $3.73M 0.08% -100 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,425 shares; 2024Q1: 15,091 shares; 2024Q2: 14,705 shares; 2024Q3: 14,015 shares; 2024Q4: 15,407 shares; 2025Q1: 15,672 shares 15,672 $3.55M 0.07% +265 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 94,840 shares; 2024Q1: 120,496 shares; 2024Q2: 119,151 shares; 2024Q3: 74,257 shares; 2024Q4: 46,976 shares; 2025Q1: 45,911 shares 45,911 $3.21M 0.06% -1,065 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 224,699 shares; 2024Q1: 234,253 shares; 2024Q2: 230,774 shares; 2024Q3: 188,122 shares; 2024Q4: 187,505 shares; 2025Q1: 190,133 shares 190,133 $3.16M 0.06% +2,628 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 49,695 shares; 2024Q4: 53,945 shares; 2025Q1: 60,922 shares 60,922 $3.09M 0.06% +6,977 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,307 shares; 2024Q1: 15,273 shares; 2024Q2: 15,116 shares; 2024Q3: 14,935 shares; 2024Q4: 15,252 shares; 2025Q1: 14,940 shares 14,940 $3.07M 0.06% -312 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 180,812 shares; 2024Q2: 138,860 shares; 2024Q3: 130,462 shares; 2024Q4: 92,940 shares; 2025Q1: 29,204 shares 29,204 $3.03M 0.06% -63,736 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,192 shares; 2024Q1: 26,884 shares; 2024Q2: 26,804 shares; 2024Q3: 26,616 shares; 2024Q4: 27,203 shares; 2025Q1: 27,593 shares 27,593 $3.02M 0.06% +390 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,361 shares; 2024Q1: 4,313 shares; 2024Q2: 4,606 shares; 2024Q3: 5,313 shares; 2024Q4: 5,071 shares; 2025Q1: 24,657 shares 24,657 $2.88M 0.06% +19,586 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 144,317 shares; 2024Q1: 141,856 shares; 2024Q2: 133,848 shares; 2024Q3: 133,848 shares; 2024Q4: 133,348 shares; 2025Q1: 130,393 shares 130,393 $2.88M 0.06% -2,955 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 111,401 shares; 2024Q1: 111,741 shares; 2024Q2: 113,519 shares; 2024Q3: 30,094 shares; 2024Q4: 29,714 shares; 2025Q1: 28,491 shares 28,491 $2.85M 0.06% -1,223 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,587 shares; 2024Q1: 12,577 shares; 2024Q2: 11,761 shares; 2024Q3: 11,328 shares; 2024Q4: 11,246 shares; 2025Q1: 11,048 shares 11,048 $2.84M 0.06% -198 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38,381 shares; 2025Q1: 37,706 shares 37,706 $2.78M 0.06% -675 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,489 shares; 2024Q1: 3,238 shares; 2024Q2: 3,319 shares; 2024Q3: 3,948 shares; 2024Q4: 4,380 shares; 2025Q1: 13,480 shares 13,480 $2.72M 0.05% +9,100 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,017 shares; 2024Q1: 53,586 shares; 2024Q2: 53,886 shares; 2024Q3: 58,406 shares; 2024Q4: 54,553 shares; 2025Q1: 51,322 shares 51,322 $2.7M 0.05% -3,231 Timeline HSTM HEALTHSTREAM INC More: the full row for HEALTHSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,089 shares; 2024Q1: 82,997 shares; 2024Q2: 82,997 shares; 2024Q3: 82,997 shares; 2024Q4: 82,997 shares; 2025Q1: 83,011 shares 83,011 $2.67M 0.05% +14 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,738 shares; 2024Q1: 69,523 shares; 2024Q2: 69,408 shares; 2024Q3: 66,852 shares; 2024Q4: 67,161 shares; 2025Q1: 66,524 shares 66,524 $2.59M 0.05% -637 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 49,583 shares; 2024Q4: 51,923 shares; 2025Q1: 51,602 shares 51,602 $2.58M 0.05% -321 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,258 shares; 2024Q1: 6,895 shares; 2024Q2: 7,531 shares; 2024Q3: 6,711 shares; 2024Q4: 6,795 shares; 2025Q1: 6,924 shares 6,924 $2.58M 0.05% +129 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,074 shares; 2024Q1: 48,271 shares; 2024Q2: 46,125 shares; 2024Q3: 46,297 shares; 2024Q4: 45,383 shares; 2025Q1: 43,074 shares 43,074 $2.57M 0.05% -2,309 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,481 shares; 2024Q1: 4,447 shares; 2024Q2: 4,454 shares; 2024Q3: 4,512 shares; 2024Q4: 4,675 shares; 2025Q1: 4,567 shares 4,567 $2.55M 0.05% -108 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,075 shares; 2024Q1: 26,893 shares; 2024Q2: 24,838 shares; 2024Q3: 25,117 shares; 2024Q4: 25,173 shares; 2025Q1: 27,096 shares 27,096 $2.54M 0.05% +1,923 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,919 shares; 2024Q1: 10,086 shares; 2024Q2: 10,232 shares; 2024Q3: 4,297 shares; 2024Q4: 4,360 shares; 2025Q1: 9,049 shares 9,049 $2.5M 0.05% +4,689 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,455 shares; 2024Q1: 45,705 shares; 2024Q2: 45,705 shares; 2024Q3: 45,705 shares; 2024Q4: 45,705 shares; 2025Q1: 45,678 shares 45,678 $2.49M 0.05% -27 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,748 shares; 2024Q1: 12,336 shares; 2024Q2: 12,069 shares; 2024Q3: 13,898 shares; 2024Q4: 13,691 shares; 2025Q1: 13,985 shares 13,985 $2.41M 0.05% +294 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 82,870 shares; 2024Q1: 81,643 shares; 2024Q2: 90,311 shares; 2024Q3: 83,465 shares; 2024Q4: 77,808 shares; 2025Q1: 85,406 shares 85,406 $2.36M 0.05% +7,598 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,142 shares; 2024Q1: 33,457 shares; 2024Q2: 33,308 shares; 2024Q3: 32,990 shares; 2024Q4: 33,240 shares; 2025Q1: 29,973 shares 29,973 $2.35M 0.05% -3,267 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 215,260 shares; 2024Q1: 141,050 shares; 2024Q2: 117,067 shares; 2024Q3: 103,803 shares; 2024Q4: 91,559 shares; 2025Q1: 90,950 shares 90,950 $2.32M 0.05% -609 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,175 shares; 2024Q1: 28,958 shares; 2024Q2: 28,958 shares; 2024Q3: 27,433 shares; 2024Q4: 27,433 shares; 2025Q1: 20,907 shares 20,907 $2.3M 0.05% -6,526 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,317 shares; 2024Q1: 14,041 shares; 2024Q2: 13,987 shares; 2024Q3: 14,040 shares; 2024Q4: 14,331 shares; 2025Q1: 14,406 shares 14,406 $2.29M 0.05% +75 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 123,373 shares; 2024Q1: 78,006 shares; 2024Q2: 84,260 shares; 2024Q3: 71,848 shares; 2024Q4: 126,021 shares; 2025Q1: 76,641 shares 76,641 $2.24M 0.05% -49,380 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 103,651 shares; 2024Q1: 105,030 shares; 2024Q2: 103,990 shares; 2024Q3: 13,777 shares; 2024Q4: 14,541 shares; 2025Q1: 12,540 shares 12,540 $2.24M 0.05% -2,001 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 124,660 shares; 2024Q1: 124,660 shares; 2024Q2: 124,660 shares; 2024Q3: 126,500 shares; 2024Q4: 126,500 shares; 2025Q1: 126,500 shares 126,500 $2.21M 0.04% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,988 shares; 2024Q1: 25,702 shares; 2024Q2: 35,432 shares; 2024Q3: 38,433 shares; 2024Q4: 47,244 shares; 2025Q1: 50,741 shares 50,741 $2.12M 0.04% +3,497 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,999 shares; 2024Q1: 32,288 shares; 2024Q2: 33,479 shares; 2024Q3: 34,332 shares; 2024Q4: 33,916 shares; 2025Q1: 39,546 shares 39,546 $2.12M 0.04% +5,630 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,398 shares; 2024Q1: 57,398 shares; 2024Q2: 57,398 shares; 2024Q3: 56,871 shares; 2024Q4: 56,871 shares; 2025Q1: 114,011 shares 114,011 $2.11M 0.04% +57,140 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,267 shares; 2024Q1: 6,556 shares; 2024Q2: 6,231 shares; 2024Q3: 6,438 shares; 2024Q4: 6,891 shares; 2025Q1: 6,668 shares 6,668 $2.11M 0.04% -223 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,137 shares; 2024Q1: 4,835 shares; 2024Q2: 4,835 shares; 2024Q3: 5,757 shares; 2024Q4: 5,977 shares; 2025Q1: 6,328 shares 6,328 $2.09M 0.04% +351 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,493 shares; 2024Q1: 10,977 shares; 2024Q2: 11,477 shares; 2024Q3: 11,145 shares; 2024Q4: 11,789 shares; 2025Q1: 11,217 shares 11,217 $2.02M 0.04% -572 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,189 shares; 2024Q1: 3,357 shares; 2024Q2: 3,166 shares; 2024Q3: 3,240 shares; 2024Q4: 3,297 shares; 2025Q1: 3,234 shares 3,234 $2M 0.04% -63 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,754 shares; 2024Q1: 7,519 shares; 2024Q2: 8,410 shares; 2024Q3: 7,971 shares; 2024Q4: 8,120 shares; 2025Q1: 7,400 shares 7,400 $1.99M 0.04% -720 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,873 shares; 2024Q1: 94,450 shares; 2024Q2: 66,309 shares; 2024Q3: 34,948 shares; 2024Q4: 34,948 shares; 2025Q1: 34,948 shares 34,948 $1.98M 0.04% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,621 shares; 2024Q1: 23,542 shares; 2024Q2: 22,315 shares; 2024Q3: 22,486 shares; 2024Q4: 24,990 shares; 2025Q1: 25,257 shares 25,257 $1.97M 0.04% +267 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,032 shares 38,032 $1.97M 0.04% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,599 shares; 2024Q1: 31,688 shares; 2024Q2: 31,688 shares; 2024Q3: 31,688 shares; 2024Q4: 31,688 shares; 2025Q1: 31,688 shares 31,688 $1.92M 0.04% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 474,451 shares; 2024Q1: 489,881 shares; 2024Q2: 492,503 shares; 2024Q3: 379,462 shares; 2024Q4: 339,516 shares; 2025Q1: 30,239 shares 30,239 $1.9M 0.04% -309,277 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,543 shares; 2024Q1: 18,458 shares; 2024Q2: 17,158 shares; 2024Q3: 17,158 shares; 2024Q4: 16,658 shares; 2025Q1: 16,468 shares 16,468 $1.86M 0.04% -190 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,276 shares; 2024Q1: 64,906 shares; 2024Q2: 64,909 shares; 2024Q3: 65,920 shares; 2024Q4: 67,744 shares; 2025Q1: 64,737 shares 64,737 $1.84M 0.04% -3,007 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,915 shares; 2024Q1: 13,592 shares; 2024Q2: 14,365 shares; 2024Q3: 12,857 shares; 2024Q4: 13,157 shares; 2025Q1: 13,188 shares 13,188 $1.83M 0.04% +31 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,623 shares; 2024Q1: 16,585 shares; 2024Q2: 16,749 shares; 2024Q3: 16,032 shares; 2024Q4: 16,485 shares; 2025Q1: 17,139 shares 17,139 $1.77M 0.04% +654 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,552 shares; 2024Q1: 16,964 shares; 2024Q2: 16,964 shares; 2024Q3: 16,918 shares; 2024Q4: 16,918 shares; 2025Q1: 16,526 shares 16,526 $1.76M 0.04% -392 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75,612 shares; 2024Q4: 34,751 shares; 2025Q1: 34,815 shares 34,815 $1.75M 0.04% +64 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,903 shares; 2024Q1: 2,839 shares; 2024Q2: 4,224 shares; 2024Q3: 4,709 shares; 2024Q4: 5,035 shares; 2025Q1: 5,166 shares 5,166 $1.74M 0.04% +131 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,643 shares; 2024Q1: 32,372 shares; 2024Q2: 31,138 shares; 2024Q3: 31,403 shares; 2024Q4: 31,524 shares; 2025Q1: 28,420 shares 28,420 $1.7M 0.03% -3,104 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,600 shares; 2024Q1: 29,632 shares; 2024Q2: 29,632 shares; 2024Q3: 26,964 shares; 2024Q4: 26,964 shares; 2025Q1: 21,572 shares 21,572 $1.64M 0.03% -5,392 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,659 shares; 2024Q1: 46,237 shares; 2024Q2: 46,213 shares; 2024Q3: 46,204 shares; 2024Q4: 46,155 shares; 2025Q1: 46,139 shares 46,139 $1.58M 0.03% -16 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,128 shares 57,128 $1.55M 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,742 shares; 2024Q1: 5,168 shares; 2024Q2: 5,048 shares; 2024Q3: 5,474 shares; 2024Q4: 5,860 shares; 2025Q1: 5,693 shares 5,693 $1.53M 0.03% -167 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,511 shares; 2024Q1: 10,333 shares; 2024Q2: 10,100 shares; 2024Q3: 10,155 shares; 2024Q4: 10,534 shares; 2025Q1: 9,831 shares 9,831 $1.52M 0.03% -703 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,324 shares; 2024Q1: 13,020 shares; 2024Q2: 12,280 shares; 2024Q3: 11,720 shares; 2024Q4: 11,226 shares; 2025Q1: 10,357 shares 10,357 $1.47M 0.03% -869 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 235,770 shares; 2024Q1: 245,096 shares; 2024Q2: 245,200 shares; 2024Q3: 248,275 shares; 2024Q4: 61,186 shares; 2025Q1: 41,699 shares 41,699 $1.46M 0.03% -19,487 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,284 shares; 2024Q1: 4,520 shares; 2024Q2: 4,559 shares; 2024Q3: 4,816 shares; 2024Q4: 4,925 shares; 2025Q1: 5,940 shares 5,940 $1.45M 0.03% +1,015 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,550 shares; 2024Q1: 15,452 shares; 2024Q2: 15,452 shares; 2024Q3: 15,452 shares; 2024Q4: 15,597 shares; 2025Q1: 15,597 shares 15,597 $1.45M 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,126 shares; 2024Q1: 6,543 shares; 2024Q2: 6,468 shares; 2024Q3: 6,978 shares; 2024Q4: 7,213 shares; 2025Q1: 7,197 shares 7,197 $1.44M 0.03% -16 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 93,340 shares; 2024Q1: 93,980 shares; 2024Q2: 1,795 shares; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 18,459 shares 18,459 $1.44M 0.03% +16,664 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,462 shares; 2024Q1: 23,335 shares; 2024Q2: 23,775 shares; 2024Q3: 23,043 shares; 2024Q4: 23,510 shares; 2025Q1: 23,792 shares 23,792 $1.44M 0.03% +282 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,998 shares; 2024Q1: 2,110 shares; 2024Q2: 1,890 shares; 2024Q3: 1,902 shares; 2024Q4: 2,075 shares; 2025Q1: 2,099 shares 2,099 $1.41M 0.03% +24 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,855 shares; 2024Q1: 10,777 shares; 2024Q2: 10,777 shares; 2024Q3: 10,889 shares; 2024Q4: 10,554 shares; 2025Q1: 10,269 shares 10,269 $1.39M 0.03% -285 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,304 shares; 2024Q1: 7,208 shares; 2024Q2: 7,212 shares; 2024Q3: 7,381 shares; 2024Q4: 7,204 shares; 2025Q1: 7,140 shares 7,140 $1.35M 0.03% -64 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,289 shares; 2024Q1: 16,289 shares; 2024Q2: 16,289 shares; 2024Q3: 16,289 shares; 2024Q4: 16,289 shares; 2025Q1: 16,289 shares 16,289 $1.35M 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 360 shares; 2024Q3: 195 shares; 2024Q4: 3,118 shares; 2025Q1: 18,554 shares 18,554 $1.32M 0.03% +15,436 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,524 shares; 2024Q1: 4,899 shares; 2024Q2: 62,377 shares; 2024Q3: 66,773 shares; 2024Q4: 44,861 shares; 2025Q1: 18,886 shares 18,886 $1.31M 0.03% -25,975 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,417 shares; 2024Q1: 2,459 shares; 2024Q2: 2,482 shares; 2024Q3: 2,585 shares; 2024Q4: 2,573 shares; 2025Q1: 2,584 shares 2,584 $1.29M 0.03% +11 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,221 shares; 2024Q1: 3,249 shares; 2024Q2: 3,249 shares; 2024Q3: 2,602 shares; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares 2,602 $1.23M 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,085 shares; 2024Q1: 2,944 shares; 2024Q2: 2,898 shares; 2024Q3: 2,945 shares; 2024Q4: 2,887 shares; 2025Q1: 2,932 shares 2,932 $1.22M 0.02% +45 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 149,918 shares; 2024Q1: 155,342 shares; 2024Q2: 163,099 shares; 2024Q3: 166,054 shares; 2024Q4: 28,893 shares; 2025Q1: 24,763 shares 24,763 $1.21M 0.02% -4,130 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,045 shares; 2024Q1: 2,880 shares; 2024Q2: 4,685 shares; 2024Q3: 4,737 shares; 2024Q4: 5,019 shares; 2025Q1: 4,704 shares 4,704 $1.17M 0.02% -315 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,189 shares; 2024Q1: 3,662 shares; 2024Q2: 3,702 shares; 2024Q3: 3,762 shares; 2024Q4: 3,787 shares; 2025Q1: 3,813 shares 3,813 $1.17M 0.02% +26 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,204 shares; 2024Q1: 12,712 shares; 2024Q2: 12,598 shares; 2024Q3: 12,307 shares; 2024Q4: 12,290 shares; 2025Q1: 11,970 shares 11,970 $1.15M 0.02% -320 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,405 shares; 2024Q1: 14,405 shares; 2024Q2: 14,405 shares; 2024Q3: 14,405 shares; 2024Q4: 14,405 shares; 2025Q1: 13,706 shares 13,706 $1.13M 0.02% -699 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,190 shares; 2024Q1: 18,279 shares; 2024Q2: 17,273 shares; 2024Q3: 15,591 shares; 2024Q4: 15,606 shares; 2025Q1: 14,695 shares 14,695 $1.1M 0.02% -911 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 9,468 shares; 2024Q2: 9,468 shares; 2024Q3: 9,468 shares; 2024Q4: 9,468 shares; 2025Q1: 9,468 shares 9,468 $1.1M 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,100 shares; 2024Q4: 13,661 shares; 2025Q1: 16,590 shares 16,590 $1.1M 0.02% +2,929 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,829 shares; 2024Q1: 32,217 shares; 2024Q2: 29,455 shares; 2024Q3: 11,531 shares; 2024Q4: 10,635 shares; 2025Q1: 10,826 shares 10,826 $1.05M 0.02% +191 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,260 shares; 2024Q1: 21,368 shares; 2024Q2: 23,595 shares; 2024Q3: 19,417 shares; 2024Q4: 20,168 shares; 2025Q1: 20,587 shares 20,587 $1.05M 0.02% +419 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,815 shares; 2024Q1: 9,847 shares; 2024Q2: 10,171 shares; 2024Q3: 10,115 shares; 2024Q4: 8,847 shares; 2025Q1: 8,537 shares 8,537 $1.05M 0.02% -310 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,415 shares; 2024Q3: 29,676 shares; 2024Q4: 53,641 shares; 2025Q1: 27,815 shares 27,815 $1.04M 0.02% -25,826 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,360 shares; 2024Q1: 4,323 shares; 2024Q2: 4,077 shares; 2024Q3: 4,323 shares; 2024Q4: 4,247 shares; 2025Q1: 4,105 shares 4,105 $1.04M 0.02% -142 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,200 shares; 2024Q1: 5,177 shares; 2024Q2: 5,150 shares; 2024Q3: 4,882 shares; 2024Q4: 4,839 shares; 2025Q1: 4,260 shares 4,260 $1.03M 0.02% -579 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,208 shares; 2024Q2: 10,208 shares; 2024Q3: 10,208 shares; 2024Q4: 10,311 shares; 2025Q1: 10,514 shares 10,514 $1.02M 0.02% +203 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,130 shares; 2024Q1: 8,047 shares; 2024Q2: 8,004 shares; 2024Q3: 7,214 shares; 2024Q4: 7,211 shares; 2025Q1: 7,026 shares 7,026 $1M 0.02% -185 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,783 shares; 2024Q1: 3,901 shares; 2024Q2: 3,901 shares; 2024Q3: 3,901 shares; 2024Q4: 3,901 shares; 2025Q1: 3,901 shares 3,901 $990K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,049 shares; 2024Q1: 7,010 shares; 2024Q2: 7,260 shares; 2024Q3: 7,296 shares; 2024Q4: 7,294 shares; 2025Q1: 6,851 shares 6,851 $982K 0.02% -443 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,567 shares; 2024Q1: 3,769 shares; 2024Q2: 3,646 shares; 2024Q3: 3,704 shares; 2024Q4: 3,773 shares; 2025Q1: 4,055 shares 4,055 $960K 0.02% +282 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,074 shares; 2024Q1: 9,074 shares; 2024Q2: 9,074 shares; 2024Q3: 11,074 shares; 2024Q4: 11,074 shares; 2025Q1: 11,074 shares 11,074 $922K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,940 shares; 2024Q1: 5,897 shares; 2024Q2: 5,941 shares; 2024Q3: 6,315 shares; 2024Q4: 6,318 shares; 2025Q1: 6,421 shares 6,421 $911K 0.02% +103 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,756 shares; 2024Q1: 2,071 shares; 2024Q2: 2,088 shares; 2024Q3: 2,260 shares; 2024Q4: 2,340 shares; 2025Q1: 2,564 shares 2,564 $885K 0.02% +224 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,322 shares; 2024Q1: 25,822 shares; 2024Q2: 24,322 shares; 2024Q3: 24,322 shares; 2024Q4: 24,322 shares; 2025Q1: 24,367 shares 24,367 $875K 0.02% +45 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,069 shares; 2024Q1: 4,583 shares; 2024Q2: 6,059 shares; 2024Q3: 6,006 shares; 2024Q4: 5,985 shares; 2025Q1: 5,886 shares 5,886 $871K 0.02% -99 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,681 shares; 2024Q1: 2,735 shares; 2024Q2: 2,446 shares; 2024Q3: 1,918 shares; 2024Q4: 1,803 shares; 2025Q1: 2,115 shares 2,115 $850K 0.02% +312 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,397 shares; 2024Q1: 30,188 shares; 2024Q2: 39,698 shares; 2024Q3: 17,281 shares; 2024Q4: 17,281 shares; 2025Q1: 17,281 shares 17,281 $849K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,884 shares; 2024Q1: 5,884 shares; 2024Q2: 5,884 shares; 2024Q3: 5,884 shares; 2024Q4: 5,884 shares; 2025Q1: 5,884 shares 5,884 $842K 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,396 shares; 2024Q1: 20,396 shares; 2024Q2: 20,396 shares; 2024Q3: 20,396 shares; 2024Q4: 20,396 shares; 2025Q1: 20,396 shares 20,396 $841K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,884 shares; 2024Q1: 15,865 shares; 2024Q2: 16,232 shares; 2024Q3: 4,047 shares; 2024Q4: 4,410 shares; 2025Q1: 4,450 shares 4,450 $812K 0.02% +40 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,501 shares 54,501 $799K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,882 shares; 2024Q1: 3,759 shares; 2024Q2: 4,448 shares; 2024Q3: 4,404 shares; 2024Q4: 4,451 shares; 2025Q1: 4,573 shares 4,573 $780K 0.02% +122 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,792 shares; 2024Q1: 6,955 shares; 2024Q2: 7,087 shares; 2024Q3: 5,776 shares; 2024Q4: 6,413 shares; 2025Q1: 6,305 shares 6,305 $769K 0.02% -108 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,930 shares 15,930 $746K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,065 shares; 2024Q1: 6,138 shares; 2024Q2: 5,735 shares; 2024Q3: 5,493 shares; 2024Q4: 5,267 shares; 2025Q1: 4,697 shares 4,697 $739K 0.01% -570 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,198 shares; 2024Q1: 21,198 shares; 2024Q2: 22,169 shares; 2024Q3: 22,169 shares; 2024Q4: 23,369 shares; 2025Q1: 23,436 shares 23,436 $715K 0.01% +67 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,843 shares; 2024Q1: 35,427 shares; 2024Q2: 34,707 shares; 2024Q3: 33,676 shares; 2024Q4: 33,169 shares; 2025Q1: 23,934 shares 23,934 $704K 0.01% -9,235 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,189 shares; 2024Q1: 14,189 shares; 2024Q2: 15,689 shares; 2024Q3: 15,664 shares; 2024Q4: 15,664 shares; 2025Q1: 14,864 shares 14,864 $702K 0.01% -800 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 405 shares; 2024Q1: 405 shares; 2024Q2: 405 shares; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares 405 $689K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,759 shares 18,759 $682K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,322 shares; 2024Q1: 2,437 shares; 2024Q2: 2,437 shares; 2024Q3: 2,441 shares; 2024Q4: 2,525 shares; 2025Q1: 2,527 shares 2,527 $676K 0.01% +2 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,763 shares; 2024Q1: 36,763 shares; 2024Q2: 36,763 shares; 2024Q3: 36,763 shares; 2024Q4: 21,763 shares; 2025Q1: 21,763 shares 21,763 $676K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,762 shares; 2024Q1: 2,786 shares; 2024Q2: 2,815 shares; 2024Q3: 3,149 shares; 2024Q4: 3,577 shares; 2025Q1: 3,908 shares 3,908 $649K 0.01% +331 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,067 shares; 2024Q1: 3,606 shares; 2024Q2: 3,606 shares; 2024Q3: 3,969 shares; 2024Q4: 3,909 shares; 2025Q1: 3,909 shares 3,909 $628K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,611 shares; 2024Q3: 1,491 shares; 2024Q4: 1,483 shares; 2025Q1: 1,567 shares 1,567 $625K 0.01% +84 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,219 shares; 2024Q1: 3,066 shares; 2024Q2: 2,620 shares; 2024Q3: 3,095 shares; 2024Q4: 3,095 shares; 2025Q1: 3,047 shares 3,047 $614K 0.01% -48 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,894 shares; 2024Q1: 891 shares; 2024Q2: 891 shares; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 14,070 shares 14,070 $613K 0.01% +13,179 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,683 shares; 2024Q1: 9,657 shares; 2024Q2: 9,650 shares; 2024Q3: 11,050 shares; 2024Q4: 9,650 shares; 2025Q1: 9,670 shares 9,670 $610K 0.01% +20 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,494 shares; 2024Q1: 18,303 shares; 2024Q2: 18,303 shares; 2024Q3: 18,303 shares; 2024Q4: 18,303 shares; 2025Q1: 18,303 shares 18,303 $604K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,629 shares; 2024Q1: 15,191 shares; 2024Q2: 14,791 shares; 2024Q3: 14,792 shares; 2024Q4: 14,792 shares; 2025Q1: 14,792 shares 14,792 $598K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,509 shares; 2024Q1: 5,868 shares; 2024Q2: 5,868 shares; 2024Q3: 5,868 shares; 2024Q4: 23,897 shares; 2025Q1: 23,766 shares 23,766 $595K 0.01% -131 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,901 shares; 2024Q1: 55,102 shares; 2024Q2: 57,574 shares; 2024Q3: 52,725 shares; 2024Q4: 52,273 shares; 2025Q1: 5,650 shares 5,650 $592K 0.01% -46,623 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,568 shares; 2024Q1: 3,608 shares; 2024Q2: 3,551 shares; 2024Q3: 3,032 shares; 2024Q4: 2,779 shares; 2025Q1: 5,761 shares 5,761 $592K 0.01% +2,982 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,381 shares; 2024Q1: 11,696 shares; 2024Q2: 12,067 shares; 2024Q3: 11,647 shares; 2024Q4: 13,073 shares; 2025Q1: 17,430 shares 17,430 $589K 0.01% +4,357 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,468 shares; 2024Q1: 11,468 shares; 2024Q2: 11,322 shares; 2024Q3: 11,322 shares; 2024Q4: 10,838 shares; 2025Q1: 7,405 shares 7,405 $584K 0.01% -3,433 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,786 shares; 2024Q3: 2,239 shares; 2024Q4: 2,970 shares; 2025Q1: 2,859 shares 2,859 $573K 0.01% -111 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,752 shares; 2024Q1: 34,935 shares; 2024Q2: 34,935 shares; 2024Q3: 36,406 shares; 2024Q4: 38,331 shares; 2025Q1: 30,272 shares 30,272 $566K 0.01% -8,059 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,328 shares; 2024Q1: 9,328 shares; 2024Q2: 9,328 shares; 2024Q3: 9,328 shares; 2024Q4: 9,328 shares; 2025Q1: 9,474 shares 9,474 $566K 0.01% +146 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,377 shares; 2024Q1: 7,164 shares; 2024Q2: 7,164 shares; 2024Q3: 6,057 shares; 2024Q4: 6,057 shares; 2025Q1: 6,078 shares 6,078 $566K 0.01% +21 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,907 shares 6,907 $529K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,179 shares; 2024Q1: 12,812 shares; 2024Q2: 12,876 shares; 2024Q3: 6,339 shares; 2024Q4: 6,290 shares; 2025Q1: 6,357 shares 6,357 $519K 0.01% +67 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,079 shares; 2024Q1: 10,079 shares; 2024Q2: 10,079 shares; 2024Q3: 10,079 shares; 2024Q4: 10,079 shares; 2025Q1: 10,079 shares 10,079 $519K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,263 shares; 2024Q1: 10,587 shares; 2024Q2: 11,461 shares; 2024Q3: 2,061 shares; 2024Q4: 1,896 shares; 2025Q1: 1,720 shares 1,720 $517K 0.01% -176 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,809 shares; 2024Q1: 96,939 shares; 2024Q2: 96,939 shares; 2024Q3: 9,337 shares; 2024Q4: 9,337 shares; 2025Q1: 9,609 shares 9,609 $512K 0.01% +272 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,158 shares; 2024Q1: 1,408 shares; 2024Q2: 1,408 shares; 2024Q3: 1,158 shares; 2024Q4: 1,164 shares; 2025Q1: 901 shares 901 $502K 0.01% -263 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,575 shares; 2024Q1: 17,287 shares; 2024Q2: 16,356 shares; 2024Q3: 11,125 shares; 2024Q4: 10,995 shares; 2025Q1: 8,964 shares 8,964 $500K 0.01% -2,031 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,894 shares 2,894 $498K 0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,595 shares; 2024Q1: 9,201 shares; 2024Q2: 8,794 shares; 2024Q3: 8,785 shares; 2024Q4: 9,283 shares; 2025Q1: 9,819 shares 9,819 $497K 0.01% +536 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,415 shares; 2024Q1: 1,424 shares; 2024Q2: 1,817 shares; 2024Q3: 1,979 shares; 2024Q4: 1,909 shares; 2025Q1: 1,896 shares 1,896 $496K 0.01% -13 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,871 shares; 2024Q1: 17,871 shares; 2024Q2: 17,871 shares; 2024Q3: 16,971 shares; 2024Q4: 16,971 shares; 2025Q1: 16,971 shares 16,971 $495K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,414 shares; 2024Q1: 6,237 shares; 2024Q2: 6,159 shares; 2024Q3: 6,699 shares; 2024Q4: 6,652 shares; 2025Q1: 5,751 shares 5,751 $494K 0.01% -901 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,887 shares; 2024Q1: 4,249 shares; 2024Q2: 3,973 shares; 2024Q3: 3,921 shares; 2024Q4: 4,154 shares; 2025Q1: 4,417 shares 4,417 $491K 0.01% +263 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,029 shares; 2024Q1: 1,334 shares; 2024Q2: 1,331 shares; 2024Q3: 1,084 shares; 2024Q4: 1,116 shares; 2025Q1: 1,012 shares 1,012 $490K 0.01% -104 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,778 shares; 2024Q1: 7,455 shares; 2024Q2: 7,455 shares; 2024Q3: 7,455 shares; 2024Q4: 8,167 shares; 2025Q1: 8,167 shares 8,167 $478K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,015 shares; 2024Q1: 857 shares; 2024Q2: 993 shares; 2024Q3: 993 shares; 2024Q4: 996 shares; 2025Q1: 1,050 shares 1,050 $464K 0.01% +54 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,849 shares; 2024Q1: 5,285 shares; 2024Q2: 5,949 shares; 2024Q3: 5,285 shares; 2024Q4: 4,849 shares; 2025Q1: 4,188 shares 4,188 $461K 0.01% -661 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 116,125 shares; 2024Q1: 124,920 shares; 2024Q2: 66,743 shares; 2024Q3: 29,310 shares; 2024Q4: 24,117 shares; 2025Q1: 20,819 shares 20,819 $460K 0.01% -3,298 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,484 shares; 2024Q1: 10,014 shares; 2024Q2: 9,731 shares; 2024Q3: 9,719 shares; 2024Q4: 9,610 shares; 2025Q1: 9,721 shares 9,721 $459K 0.01% +111 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,815 shares; 2024Q4: 8,615 shares; 2025Q1: 8,615 shares 8,615 $457K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,114 shares; 2024Q1: 8,398 shares; 2024Q2: 8,398 shares; 2024Q3: 8,398 shares; 2024Q4: 8,398 shares; 2025Q1: 8,398 shares 8,398 $452K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,007 shares; 2024Q4: 14,007 shares; 2025Q1: 14,007 shares 14,007 $445K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,939 shares; 2024Q1: 4,683 shares; 2024Q2: 4,854 shares; 2024Q3: 4,792 shares; 2024Q4: 4,679 shares; 2025Q1: 6,759 shares 6,759 $435K 0.01% +2,080 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,968 shares; 2024Q2: 7,894 shares; 2024Q3: 7,208 shares; 2024Q4: 6,579 shares; 2025Q1: 6,625 shares 6,625 $435K 0.01% +46 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,267 shares; 2024Q1: 5,266 shares; 2024Q2: 3,567 shares; 2024Q3: 2,837 shares; 2024Q4: 2,921 shares; 2025Q1: 2,808 shares 2,808 $434K 0.01% -113 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,627 shares; 2024Q1: 7,460 shares; 2024Q2: 6,143 shares; 2024Q3: 5,695 shares; 2024Q4: 5,789 shares; 2025Q1: 5,809 shares 5,809 $434K 0.01% +20 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,732 shares; 2024Q1: 15,672 shares; 2024Q2: 10,763 shares; 2024Q3: 10,763 shares; 2024Q4: 10,763 shares; 2025Q1: 10,935 shares 10,935 $424K 0.01% +172 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,263 shares; 2024Q1: 5,106 shares; 2024Q2: 4,579 shares; 2024Q3: 4,625 shares; 2024Q4: 4,823 shares; 2025Q1: 3,740 shares 3,740 $411K 0.01% -1,083 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,631 shares; 2024Q1: 2,448 shares; 2024Q2: 2,448 shares; 2024Q3: 2,821 shares; 2024Q4: 3,224 shares; 2025Q1: 3,393 shares 3,393 $410K 0.01% +169 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,553 shares; 2024Q2: 4,427 shares; 2024Q3: 4,594 shares; 2024Q4: 5,210 shares; 2025Q1: 6,056 shares 6,056 $410K 0.01% +846 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,650 shares; 2024Q1: 8,650 shares; 2024Q2: 8,650 shares; 2024Q3: 8,525 shares; 2024Q4: 8,525 shares; 2025Q1: 8,525 shares 8,525 $397K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,839 shares; 2024Q4: 12,839 shares; 2025Q1: 11,417 shares 11,417 $396K 0.01% -1,422 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,193 shares; 2024Q1: 3,191 shares; 2024Q2: 3,040 shares; 2024Q3: 3,040 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares 2,805 $394K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 183 shares; 2024Q4: 179 shares; 2025Q1: 273 shares 273 $391K 0.01% +94 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,881 shares; 2024Q1: 3,345 shares; 2024Q2: 3,665 shares; 2024Q3: 2,821 shares; 2024Q4: 2,401 shares; 2025Q1: 2,278 shares 2,278 $389K 0.01% -123 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,610 shares; 2024Q1: 8,159 shares; 2024Q2: 8,159 shares; 2024Q3: 8,159 shares; 2024Q4: 8,159 shares; 2025Q1: 8,159 shares 8,159 $388K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,317 shares; 2024Q1: 1,104 shares; 2024Q2: 1,084 shares; 2024Q3: 1,131 shares; 2024Q4: 5,690 shares; 2025Q1: 6,943 shares 6,943 $383K 0.01% +1,253 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,553 shares; 2024Q1: 4,564 shares; 2024Q2: 4,564 shares; 2024Q3: 4,588 shares; 2024Q4: 4,588 shares; 2025Q1: 13,806 shares 13,806 $383K 0.01% +9,218 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,666 shares; 2024Q1: 4,486 shares; 2024Q2: 4,567 shares; 2024Q3: 4,515 shares; 2024Q4: 4,630 shares; 2025Q1: 3,121 shares 3,121 $372K 0.01% -1,509 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,730 shares; 2024Q1: 2,711 shares; 2024Q2: 2,711 shares; 2024Q3: 2,780 shares; 2024Q4: 2,781 shares; 2025Q1: 2,781 shares 2,781 $369K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,698 shares; 2024Q3: 1,750 shares; 2024Q4: 1,751 shares; 2025Q1: 1,198 shares 1,198 $366K 0.01% -553 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 7,759 shares; 2024Q2: 7,895 shares; 2024Q3: 7,395 shares; 2024Q4: 8,971 shares; 2025Q1: 9,995 shares 9,995 $361K 0.01% +1,024 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,342 shares; 2024Q1: 8,940 shares; 2024Q2: 8,155 shares; 2024Q3: 8,377 shares; 2024Q4: 8,653 shares; 2025Q1: 9,036 shares 9,036 $354K 0.01% +383 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,067 shares; 2024Q1: 7,178 shares; 2024Q2: 6,381 shares; 2024Q3: 6,307 shares; 2024Q4: 6,333 shares; 2025Q1: 6,350 shares 6,350 $352K 0.01% +17 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,267 shares; 2024Q1: 9,267 shares; 2024Q2: 9,267 shares; 2024Q3: 9,267 shares; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares 9,267 $347K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,886 shares; 2024Q1: 4,906 shares; 2024Q2: 4,919 shares; 2024Q3: 4,930 shares; 2024Q4: 4,908 shares; 2025Q1: 4,854 shares 4,854 $345K 0.01% -54 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,853 shares; 2024Q4: 4,853 shares; 2025Q1: 5,118 shares 5,118 $343K 0.01% +265 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,455 shares; 2024Q1: 3,639 shares; 2024Q2: 3,249 shares; 2024Q3: 3,090 shares; 2024Q4: 3,025 shares; 2025Q1: 3,053 shares 3,053 $341K 0.01% +28 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,141 shares; 2024Q1: 2,028 shares; 2024Q2: 2,170 shares; 2024Q3: 1,802 shares; 2024Q4: 2,241 shares; 2025Q1: 2,315 shares 2,315 $336K 0.01% +74 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,730 shares 5,730 $334K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,335 shares; 2024Q1: 8,335 shares; 2024Q2: 8,335 shares; 2024Q3: 8,335 shares; 2024Q4: 8,335 shares; 2025Q1: 8,335 shares 8,335 $328K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,790 shares; 2024Q1: 22,790 shares; 2024Q2: 22,790 shares; 2024Q3: 19,090 shares; 2024Q4: 19,090 shares; 2025Q1: 17,249 shares 17,249 $327K 0.01% -1,841 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,075 shares; 2024Q1: 11,409 shares; 2024Q2: 11,567 shares; 2024Q3: 11,946 shares; 2024Q4: 12,265 shares; 2025Q1: 11,665 shares 11,665 $323K 0.01% -600 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,445 shares; 2024Q1: 3,003 shares; 2024Q2: 2,955 shares; 2024Q3: 3,908 shares; 2024Q4: 3,922 shares; 2025Q1: 4,394 shares 4,394 $323K 0.01% +472 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,050 shares; 2024Q1: 3,696 shares; 2024Q2: 1,050 shares; 2024Q3: 3,758 shares; 2024Q4: 3,108 shares; 2025Q1: 3,233 shares 3,233 $320K 0.01% +125 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,904 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,874 shares; 2025Q1: 2,850 shares 2,850 $319K 0.01% -24 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,914 shares; 2024Q3: 4,484 shares; 2024Q4: 4,909 shares; 2025Q1: 4,995 shares 4,995 $314K 0.01% +86 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,859 shares; 2024Q1: 44,452 shares; 2024Q2: 46,030 shares; 2024Q3: 44,347 shares; 2024Q4: 17,074 shares; 2025Q1: 16,831 shares 16,831 $313K 0.01% -243 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,041 shares; 2024Q1: 2,625 shares; 2024Q2: 2,625 shares; 2024Q3: 2,625 shares; 2024Q4: 2,685 shares; 2025Q1: 2,400 shares 2,400 $307K 0.01% -285 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,086 shares; 2024Q1: 2,564 shares; 2024Q2: not reported; 2024Q3: 2,354 shares; 2024Q4: 2,354 shares; 2025Q1: 3,000 shares 3,000 $298K 0.01% +646 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,060 shares; 2024Q1: 13,504 shares; 2024Q2: 12,531 shares; 2024Q3: 12,373 shares; 2024Q4: 19,770 shares; 2025Q1: 19,775 shares 19,775 $297K 0.01% +5 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,814 shares; 2024Q1: 7,215 shares; 2024Q2: 7,335 shares; 2024Q3: 7,110 shares; 2024Q4: 7,086 shares; 2025Q1: 6,472 shares 6,472 $297K 0.01% -614 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,350 shares; 2024Q1: 4,350 shares; 2024Q2: 4,350 shares; 2024Q3: 4,350 shares; 2024Q4: 4,350 shares; 2025Q1: 13,050 shares 13,050 $296K 0.01% +8,700 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,226 shares; 2024Q1: 6,226 shares; 2024Q2: 6,226 shares; 2024Q3: 6,226 shares; 2024Q4: 6,226 shares; 2025Q1: 6,226 shares 6,226 $295K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,494 shares; 2024Q1: 7,670 shares; 2024Q2: 7,494 shares; 2024Q3: 7,494 shares; 2024Q4: 7,494 shares; 2025Q1: 5,880 shares 5,880 $292K 0.01% -1,614 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,680 shares; 2024Q1: 8,680 shares; 2024Q2: 8,680 shares; 2024Q3: 8,680 shares; 2024Q4: 8,680 shares; 2025Q1: 8,680 shares 8,680 $292K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12 shares; 2024Q1: 834 shares; 2024Q2: 815 shares; 2024Q3: 631 shares; 2024Q4: 800 shares; 2025Q1: 885 shares 885 $291K 0.01% +85 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,638 shares; 2024Q1: 15,638 shares; 2024Q2: 15,638 shares; 2024Q3: 15,638 shares; 2024Q4: 15,638 shares; 2025Q1: 13,218 shares 13,218 $289K 0.01% -2,420 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,744 shares; 2024Q3: 10,744 shares; 2024Q4: 10,744 shares; 2025Q1: 10,744 shares 10,744 $287K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,009 shares; 2024Q1: 28,637 shares; 2024Q2: 24,915 shares; 2024Q3: 4,450 shares; 2024Q4: 4,448 shares; 2025Q1: 4,255 shares 4,255 $287K 0.01% -193 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,777 shares; 2024Q1: 5,194 shares; 2024Q2: 5,194 shares; 2024Q3: 4,429 shares; 2024Q4: 6,133 shares; 2025Q1: 6,176 shares 6,176 $286K 0.01% +43 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,968 shares 3,968 $283K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,513 shares; 2024Q1: 4,973 shares; 2024Q2: 4,973 shares; 2024Q3: 5,318 shares; 2024Q4: 4,797 shares; 2025Q1: 4,740 shares 4,740 $277K 0.01% -57 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 277 shares; 2024Q4: not reported; 2025Q1: 408 shares 408 $277K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,119 shares; 2024Q2: not reported; 2024Q3: 1,137 shares; 2024Q4: 1,196 shares; 2025Q1: 1,201 shares 1,201 $272K 0.01% +5 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,539 shares; 2024Q1: 11,775 shares; 2024Q2: 11,259 shares; 2024Q3: 11,187 shares; 2024Q4: 11,038 shares; 2025Q1: 11,232 shares 11,232 $269K 0.01% +194 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,778 shares 3,778 $267K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,065 shares; 2024Q1: 5,077 shares; 2024Q2: 5,077 shares; 2024Q3: 5,111 shares; 2024Q4: 5,111 shares; 2025Q1: 10,286 shares 10,286 $266K 0.01% +5,175 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45 shares; 2024Q1: 884 shares; 2024Q2: 884 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 4,563 shares 4,563 $264K 0.01% +4,518 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,654 shares; 2024Q1: 1,767 shares; 2024Q2: 1,777 shares; 2024Q3: 1,772 shares; 2024Q4: 1,777 shares; 2025Q1: 1,482 shares 1,482 $264K 0.01% -295 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 816 shares; 2024Q2: 816 shares; 2024Q3: 816 shares; 2024Q4: 816 shares; 2025Q1: 816 shares 816 $263K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares 1,238 $261K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,728 shares; 2024Q1: 7,052 shares; 2024Q2: 6,959 shares; 2024Q3: 6,959 shares; 2024Q4: 6,843 shares; 2025Q1: 6,807 shares 6,807 $258K 0.01% -36 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,837 shares; 2024Q1: 4,036 shares; 2024Q2: 2,279 shares; 2024Q3: 2,211 shares; 2024Q4: not reported; 2025Q1: 2,317 shares 2,317 $256K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,170 shares 3,170 $255K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,044 shares; 2024Q1: 2,923 shares; 2024Q2: 1,430 shares; 2024Q3: 1,400 shares; 2024Q4: 1,357 shares; 2025Q1: 1,387 shares 1,387 $253K 0.01% +30 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 868 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 910 shares 910 $253K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,611 shares; 2024Q1: 6,930 shares; 2024Q2: 6,335 shares; 2024Q3: 6,497 shares; 2024Q4: 5,509 shares; 2025Q1: 5,020 shares 5,020 $250K 0.01% -489 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,022 shares; 2024Q3: 1,022 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares 1,022 $249K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,058 shares; 2024Q1: 1,902 shares; 2024Q2: 1,976 shares; 2024Q3: 1,976 shares; 2024Q4: 2,038 shares; 2025Q1: 2,104 shares 2,104 $249K 0.01% +66 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,727 shares; 2024Q1: 3,483 shares; 2024Q2: 3,483 shares; 2024Q3: 3,483 shares; 2024Q4: 3,483 shares; 2025Q1: 3,483 shares 3,483 $249K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,189 shares; 2025Q1: 12,195 shares 12,195 $247K <0.01% +6 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 704 shares; 2024Q2: 713 shares; 2024Q3: 922 shares; 2024Q4: 1,022 shares; 2025Q1: 968 shares 968 $246K <0.01% -54 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 399 shares; 2024Q2: 397 shares; 2024Q3: 581 shares; 2024Q4: 562 shares; 2025Q1: 513 shares 513 $245K <0.01% -49 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,041 shares 2,041 $244K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,781 shares; 2024Q1: 5,847 shares; 2024Q2: 5,306 shares; 2024Q3: 5,431 shares; 2024Q4: 5,502 shares; 2025Q1: 3,780 shares 3,780 $243K <0.01% -1,722 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,867 shares; 2024Q1: not reported; 2024Q2: 27,085 shares; 2024Q3: 18,944 shares; 2024Q4: 22,344 shares; 2025Q1: 10,494 shares 10,494 $241K <0.01% -11,850 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,325 shares; 2024Q3: 4,325 shares; 2024Q4: 4,325 shares; 2025Q1: 4,450 shares 4,450 $238K <0.01% +125 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,142 shares; 2024Q2: 3,142 shares; 2024Q3: 3,142 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares 3,142 $238K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,974 shares; 2024Q1: 3,196 shares; 2024Q2: 3,346 shares; 2024Q3: 2,614 shares; 2024Q4: not reported; 2025Q1: 2,081 shares 2,081 $233K <0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,384 shares; 2025Q1: 2,718 shares 2,718 $232K <0.01% -666 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,089 shares; 2024Q1: 1,110 shares; 2024Q2: 1,146 shares; 2024Q3: 1,115 shares; 2024Q4: 1,581 shares; 2025Q1: 984 shares 984 $231K <0.01% -597 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,040 shares; 2024Q2: 2,040 shares; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares 2,040 $231K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,357 shares; 2025Q1: 4,357 shares 4,357 $231K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,496 shares 1,496 $229K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,344 shares; 2024Q4: 1,333 shares; 2025Q1: 1,343 shares 1,343 $227K <0.01% +10 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,742 shares; 2024Q3: 3,760 shares; 2024Q4: 3,785 shares; 2025Q1: 3,803 shares 3,803 $226K <0.01% +18 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,696 shares; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,780 shares 2,780 $222K <0.01% +75 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,540 shares 2,540 $221K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,310 shares; 2024Q4: 3,310 shares; 2025Q1: 3,370 shares 3,370 $221K <0.01% +60 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,266 shares; 2024Q1: 8,266 shares; 2024Q2: 8,266 shares; 2024Q3: 8,266 shares; 2024Q4: 8,266 shares; 2025Q1: 8,266 shares 8,266 $220K <0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,230 shares; 2024Q1: 2,230 shares; 2024Q2: 2,230 shares; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 1,900 shares 1,900 $218K <0.01% -330 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,825 shares; 2024Q1: 5,825 shares; 2024Q2: 5,825 shares; 2024Q3: 5,825 shares; 2024Q4: 5,825 shares; 2025Q1: 5,825 shares 5,825 $217K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,569 shares; 2024Q4: 2,569 shares; 2025Q1: 2,569 shares 2,569 $214K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 674 shares; 2024Q4: 674 shares; 2025Q1: 674 shares 674 $214K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,765 shares; 2025Q1: 2,983 shares 2,983 $213K <0.01% +218 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,090 shares; 2024Q1: 2,319 shares; 2024Q2: 2,319 shares; 2024Q3: 2,060 shares; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares 2,216 $211K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,541 shares; 2025Q1: 2,772 shares 2,772 $207K <0.01% +231 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,512 shares; 2024Q2: 2,412 shares; 2024Q3: not reported; 2024Q4: 2,086 shares; 2025Q1: 2,116 shares 2,116 $204K <0.01% +30 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,400 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,436 shares 4,436 $204K <0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,759 shares 2,759 $201K <0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,941 shares; 2024Q1: 12,941 shares; 2024Q2: 12,941 shares; 2024Q3: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares 2,386 $195K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,841 shares; 2024Q1: 6,647 shares; 2024Q2: 6,647 shares; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares 3,523 $183K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,615 shares; 2024Q1: 11,133 shares; 2024Q2: 11,133 shares; 2024Q3: 11,212 shares; 2024Q4: 10,795 shares; 2025Q1: 11,541 shares 11,541 $178K <0.01% +746 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 832 shares; 2024Q1: 750 shares; 2024Q2: 772 shares; 2024Q3: 774 shares; 2024Q4: 775 shares; 2025Q1: 358 shares 358 $174K <0.01% -417 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000 $168K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 901 shares; 2024Q1: 901 shares; 2024Q2: 901 shares; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares 901 $168K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 705 shares 705 $163K <0.01% -295 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,748 shares; 2024Q1: 7,748 shares; 2024Q2: 7,748 shares; 2024Q3: 6,755 shares; 2024Q4: 6,755 shares; 2025Q1: 6,755 shares 6,755 $162K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,147 shares; 2024Q1: 3,147 shares; 2024Q2: 3,147 shares; 2024Q3: 3,147 shares; 2024Q4: 3,147 shares; 2025Q1: 3,147 shares 3,147 $158K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,710 shares; 2024Q1: 2,710 shares; 2024Q2: 2,710 shares; 2024Q3: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares 2,710 $152K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 418 shares; 2024Q1: 836 shares; 2024Q2: 836 shares; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares 836 $147K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,720 shares; 2024Q1: 14,720 shares; 2024Q2: 14,720 shares; 2024Q3: 14,720 shares; 2024Q4: 14,720 shares; 2025Q1: 14,720 shares 14,720 $146K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $139K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 6,000 shares 6,000 $139K <0.01% +4,000 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,476 shares; 2024Q1: 13,476 shares; 2024Q2: 13,476 shares; 2024Q3: 9,503 shares; 2024Q4: 9,503 shares; 2025Q1: 7,973 shares 7,973 $139K <0.01% -1,530 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,434 shares; 2024Q1: 12,434 shares; 2024Q2: 12,434 shares; 2024Q3: 12,434 shares; 2024Q4: 12,434 shares; 2025Q1: 9,122 shares 9,122 $136K <0.01% -3,312 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,149 shares; 2024Q2: 4,366 shares; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares 2,665 $134K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,125 shares; 2024Q1: 1,125 shares; 2024Q2: 1,125 shares; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares 1,125 $132K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 209 shares; 2024Q1: 209 shares; 2024Q2: 209 shares; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares 209 $127K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,318 shares; 2024Q1: 1,318 shares; 2024Q2: 1,318 shares; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,346 shares 1,346 $123K <0.01% +8 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,075 shares; 2024Q1: 1,075 shares; 2024Q2: 1,075 shares; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares 1,075 $118K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,940 shares; 2024Q1: 7,940 shares; 2024Q2: 7,940 shares; 2024Q3: 7,940 shares; 2024Q4: 7,940 shares; 2025Q1: 7,940 shares 7,940 $114K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 623 shares; 2024Q1: 623 shares; 2024Q2: 1,806 shares; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 623 shares 623 $112K <0.01% -1,183 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 400 shares; 2024Q4: 2,608 shares; 2025Q1: 400 shares 400 $112K <0.01% -2,208 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares 450 $103K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,051 shares; 2024Q1: 3,051 shares; 2024Q2: 13,166 shares; 2024Q3: 14,561 shares; 2024Q4: 4,446 shares; 2025Q1: 4,446 shares 4,446 $96.5K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $91.8K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 270 shares; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares 270 $91.1K <0.01% 0 PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,571 shares; 2024Q1: 2,571 shares; 2024Q2: 2,571 shares; 2024Q3: 2,571 shares; 2024Q4: 2,571 shares; 2025Q1: 2,571 shares 2,571 $90K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $89.8K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares 1,467 $85.8K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,599 shares; 2024Q1: 1,599 shares; 2024Q2: 1,599 shares; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares 1,599 $81.5K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares 625 $74.7K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 296 shares; 2024Q1: 296 shares; 2024Q2: 296 shares; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares 296 $73.9K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares 288 $73.4K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 442 shares; 2024Q1: 442 shares; 2024Q2: 442 shares; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares 442 $68.7K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 895 shares; 2024Q1: 895 shares; 2024Q2: 895 shares; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares 895 $67.7K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 370 shares; 2024Q1: 370 shares; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares 370 $65.4K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 53 shares 53 $63.3K <0.01% -31 CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares 1,750 $60.3K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 560 shares; 2024Q1: 560 shares; 2024Q2: 560 shares; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares 560 $58.6K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,530 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 2,000 shares 2,000 $56.6K <0.01% +1,000 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares 250 $56.5K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 413 shares; 2024Q1: 413 shares; 2024Q2: 413 shares; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares 413 $54.9K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,026 shares; 2024Q1: 1,026 shares; 2024Q2: 1,026 shares; 2024Q3: 1,026 shares; 2024Q4: 5,253 shares; 2025Q1: 1,026 shares 1,026 $52.8K <0.01% -4,227 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 664 shares; 2024Q4: 664 shares; 2025Q1: 664 shares 664 $51.4K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 527 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $48K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares 190 $46K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares 6,000 $44.8K <0.01% 0 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $42.3K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares 602 $39.8K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $37.1K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 206 shares; 2024Q1: 206 shares; 2024Q2: 206 shares; 2024Q3: 373 shares; 2024Q4: 373 shares; 2025Q1: 373 shares 373 $34.6K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 328 shares; 2024Q1: 328 shares; 2024Q2: 328 shares; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares 328 $30.8K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,510 shares; 2024Q1: 2,510 shares; 2024Q2: 2,510 shares; 2024Q3: 2,510 shares; 2024Q4: 2,510 shares; 2025Q1: 2,510 shares 2,510 $30.8K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $28.6K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,122 shares; 2024Q1: 17,471 shares; 2024Q2: 9,774 shares; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares 494 $26.8K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 730 shares; 2024Q1: 730 shares; 2024Q2: 730 shares; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares 730 $26.1K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $23.3K <0.01% 0 Timeline