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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 296,379 shares; 2024Q1: 429,719 shares; 2024Q2: 431,473 shares; 2024Q3: 418,972 shares 418,972 $75.1M 6.61% -12,501 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 805,305 shares; 2024Q1: 852,867 shares; 2024Q2: 873,940 shares; 2024Q3: 881,576 shares 881,576 $68.3M 6.02% +7,636 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 867,670 shares; 2024Q1: 889,962 shares; 2024Q2: 901,436 shares; 2024Q3: 874,128 shares 874,128 $68.2M 6.01% -27,308 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 941,912 shares; 2024Q1: 961,455 shares; 2024Q2: 973,154 shares; 2024Q3: 954,919 shares 954,919 $37.4M 3.29% -18,235 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 773,527 shares; 2024Q1: 775,305 shares; 2024Q2: 784,070 shares; 2024Q3: 758,181 shares 758,181 $35.4M 3.12% -25,889 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 856,763 shares; 2024Q1: 708,697 shares; 2024Q2: 722,781 shares; 2024Q3: 701,810 shares 701,810 $35.2M 3.1% -20,971 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200,481 shares; 2024Q1: 198,210 shares; 2024Q2: 196,188 shares; 2024Q3: 184,637 shares 184,637 $33.1M 2.92% -11,551 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 198,231 shares; 2024Q1: 199,487 shares; 2024Q2: 200,020 shares; 2024Q3: 193,020 shares 193,020 $26.9M 2.37% -7,000 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 234,007 shares; 2024Q1: 239,425 shares; 2024Q2: 241,634 shares; 2024Q3: 235,134 shares 235,134 $25.3M 2.23% -6,500 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 498,263 shares; 2024Q1: 504,294 shares; 2024Q2: 511,410 shares; 2024Q3: 497,480 shares 497,480 $25.3M 2.23% -13,930 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 501,797 shares; 2024Q1: 514,935 shares; 2024Q2: 528,819 shares; 2024Q3: 516,474 shares 516,474 $24.9M 2.19% -12,345 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 217,575 shares; 2024Q1: 212,885 shares; 2024Q2: 198,591 shares; 2024Q3: 183,793 shares 183,793 $23.4M 2.06% -14,798 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 259,590 shares; 2024Q1: 256,925 shares; 2024Q2: 254,797 shares; 2024Q3: 240,433 shares 240,433 $23M 2.03% -14,364 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,359 shares; 2024Q1: 46,662 shares; 2024Q2: 385,434 shares; 2024Q3: 384,490 shares 384,490 $22.1M 1.94% -944 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 187,574 shares; 2024Q1: 181,640 shares; 2024Q2: 178,586 shares; 2024Q3: 167,421 shares 167,421 $21.6M 1.9% -11,165 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 148,776 shares; 2024Q1: 147,695 shares; 2024Q2: 147,247 shares; 2024Q3: 135,422 shares 135,422 $20.5M 1.81% -11,825 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,136 shares; 2024Q1: 79,138 shares; 2024Q2: 77,111 shares; 2024Q3: 76,485 shares 76,485 $20.1M 1.77% -626 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 279,578 shares; 2024Q1: 288,865 shares; 2024Q2: 300,304 shares; 2024Q3: 298,141 shares 298,141 $20.1M 1.77% -2,163 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252,059 shares; 2024Q1: 253,834 shares; 2024Q2: 253,480 shares; 2024Q3: 243,807 shares 243,807 $20M 1.77% -9,673 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 227,515 shares; 2024Q1: 227,421 shares; 2024Q2: 225,362 shares; 2024Q3: 216,865 shares 216,865 $19.9M 1.76% -8,497 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 164,047 shares; 2024Q1: 165,764 shares; 2024Q2: 166,365 shares; 2024Q3: 160,996 shares 160,996 $19.9M 1.75% -5,369 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 135,818 shares; 2024Q1: 137,080 shares; 2024Q2: 137,988 shares; 2024Q3: 130,621 shares 130,621 $19.5M 1.72% -7,367 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,126 shares; 2024Q1: 4,386 shares; 2024Q2: 4,238 shares; 2024Q3: 132,005 shares 132,005 $17M 1.49% +127,767 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,705 shares; 2024Q2: 1,696 shares; 2024Q3: 94,685 shares 94,685 $16.5M 1.46% +92,989 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,047 shares; 2024Q1: 180,144 shares; 2024Q2: 186,192 shares; 2024Q3: 184,103 shares 184,103 $16.5M 1.45% -2,089 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,328 shares; 2024Q1: 54,269 shares; 2024Q2: 51,761 shares; 2024Q3: 57,254 shares 57,254 $13.3M 1.18% +5,493 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,529 shares; 2024Q1: 25,137 shares; 2024Q2: 26,121 shares; 2024Q3: 27,298 shares 27,298 $11.7M 1.03% +1,177 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 176,034 shares; 2024Q1: 182,302 shares; 2024Q2: 191,141 shares; 2024Q3: 194,914 shares 194,914 $11.3M 0.99% +3,773 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,356 shares; 2024Q1: 15,163 shares; 2024Q2: 16,655 shares; 2024Q3: 18,492 shares 18,492 $10.7M 0.94% +1,837 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 251,783 shares; 2024Q1: 264,770 shares; 2024Q2: 278,976 shares; 2024Q3: 280,856 shares 280,856 $10.5M 0.93% +1,880 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,864 shares; 2024Q1: 46,829 shares; 2024Q2: 47,880 shares; 2024Q3: 46,455 shares 46,455 $9.2M 0.81% -1,425 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,937 shares; 2024Q1: 54,459 shares; 2024Q2: 53,847 shares; 2024Q3: 53,580 shares 53,580 $8.98M 0.79% -267 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 467,118 shares; 2024Q1: 467,781 shares; 2024Q2: 184,738 shares; 2024Q3: 163,498 shares 163,498 $8.27M 0.73% -21,240 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,017 shares; 2024Q1: 107,718 shares; 2024Q2: 117,516 shares; 2024Q3: 129,701 shares 129,701 $8.08M 0.71% +12,185 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,628 shares; 2024Q1: 35,219 shares; 2024Q2: 36,912 shares; 2024Q3: 35,958 shares 35,958 $7.58M 0.67% -954 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,191 shares; 2024Q1: 16,132 shares; 2024Q2: 15,862 shares; 2024Q3: 15,419 shares 15,419 $7.53M 0.66% -443 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,770 shares; 2024Q1: 20,469 shares; 2024Q2: 17,002 shares; 2024Q3: 16,528 shares 16,528 $7.43M 0.65% -474 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,368 shares; 2024Q1: 116,740 shares; 2024Q2: 116,407 shares; 2024Q3: 29,176 shares 29,176 $6.73M 0.59% -87,231 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 108,213 shares; 2024Q1: 112,710 shares; 2024Q2: 118,612 shares; 2024Q3: 118,450 shares 118,450 $6.48M 0.57% -162 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,562 shares; 2024Q1: 87,557 shares; 2024Q2: 96,333 shares; 2024Q3: 106,129 shares 106,129 $6.18M 0.54% +9,796 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,752 shares; 2024Q1: 128,841 shares; 2024Q2: 139,687 shares; 2024Q3: 148,066 shares 148,066 $6.16M 0.54% +8,379 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,344 shares; 2024Q1: 42,888 shares; 2024Q2: 48,487 shares; 2024Q3: 51,865 shares 51,865 $6.07M 0.53% +3,378 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,311 shares; 2024Q1: 44,394 shares; 2024Q2: 44,596 shares; 2024Q3: 43,589 shares 43,589 $5.89M 0.52% -1,007 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,424 shares; 2024Q1: 94,178 shares; 2024Q2: 103,305 shares; 2024Q3: 111,458 shares 111,458 $5.86M 0.52% +8,153 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72,258 shares; 2024Q1: 73,078 shares; 2024Q2: 74,954 shares; 2024Q3: 76,411 shares 76,411 $5.71M 0.5% +1,457 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,209 shares; 2024Q1: 45,081 shares; 2024Q2: 47,140 shares; 2024Q3: 45,055 shares 45,055 $5.61M 0.49% -2,085 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,762 shares; 2024Q1: 25,024 shares; 2024Q2: 26,150 shares; 2024Q3: 27,259 shares 27,259 $5.21M 0.46% +1,109 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,259 shares; 2024Q1: 26,238 shares; 2024Q2: 25,769 shares; 2024Q3: 25,169 shares 25,169 $5.05M 0.45% -600 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 47,946 shares; 2024Q2: 51,067 shares; 2024Q3: 51,480 shares 51,480 $5.05M 0.44% +413 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,187 shares; 2024Q1: 63,391 shares; 2024Q2: 63,895 shares; 2024Q3: 61,430 shares 61,430 $4.96M 0.44% -2,465 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 38,821 shares; 2024Q2: 42,442 shares; 2024Q3: 44,900 shares 44,900 $4.91M 0.43% +2,458 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 83,652 shares 83,652 $4.75M 0.42% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,912 shares; 2024Q1: 47,399 shares; 2024Q2: 46,858 shares; 2024Q3: 44,923 shares 44,923 $4.34M 0.38% -1,935 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,993 shares; 2024Q1: 16,156 shares; 2024Q2: 16,312 shares; 2024Q3: 14,864 shares 14,864 $4.29M 0.38% -1,448 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85,542 shares; 2024Q1: 112,377 shares; 2024Q2: 126,088 shares; 2024Q3: 138,539 shares 138,539 $4.28M 0.38% +12,451 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 93,984 shares; 2024Q1: 98,796 shares; 2024Q2: 106,730 shares; 2024Q3: 112,182 shares 112,182 $4.28M 0.38% +5,452 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,096 shares; 2024Q1: 25,523 shares; 2024Q2: 26,279 shares; 2024Q3: 26,218 shares 26,218 $4.27M 0.38% -61 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,866 shares; 2024Q1: 12,473 shares; 2024Q2: 20,227 shares; 2024Q3: 22,535 shares 22,535 $4.2M 0.37% +2,308 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,800 shares; 2024Q1: 25,662 shares; 2024Q2: 26,234 shares; 2024Q3: 25,250 shares 25,250 $4.06M 0.36% -984 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,427 shares; 2024Q1: 9,444 shares; 2024Q2: 9,990 shares; 2024Q3: 11,769 shares 11,769 $3.9M 0.34% +1,779 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,062 shares; 2024Q1: 9,005 shares; 2024Q2: 8,952 shares; 2024Q3: 15,455 shares 15,455 $3.84M 0.34% +6,503 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,087 shares; 2024Q1: 61,502 shares; 2024Q2: 63,815 shares; 2024Q3: 66,437 shares 66,437 $3.8M 0.33% +2,622 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,546 shares; 2024Q1: 16,510 shares; 2024Q2: 16,637 shares; 2024Q3: 17,116 shares 17,116 $3.78M 0.33% +479 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,057 shares; 2024Q1: 77,012 shares; 2024Q2: 81,510 shares; 2024Q3: 81,933 shares 81,933 $3.73M 0.33% +423 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,424 shares; 2024Q1: 8,433 shares; 2024Q2: 17,604 shares; 2024Q3: 16,995 shares 16,995 $3.51M 0.31% -609 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,688 shares; 2024Q1: 75,863 shares; 2024Q2: 79,752 shares; 2024Q3: 79,341 shares 79,341 $3.28M 0.29% -411 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,554 shares; 2024Q1: 979 shares; 2024Q2: 9,840 shares; 2024Q3: 26,797 shares 26,797 $3.25M 0.29% +16,957 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 474 shares; 2024Q1: 474 shares; 2024Q2: 5,625 shares; 2024Q3: 5,396 shares 5,396 $3M 0.26% -229 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,567 shares; 2024Q1: 17,008 shares; 2024Q2: 18,128 shares; 2024Q3: 18,454 shares 18,454 $2.99M 0.26% +326 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 63,279 shares; 2024Q1: 72,637 shares; 2024Q2: 73,071 shares; 2024Q3: 70,363 shares 70,363 $2.9M 0.26% -2,708 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,266 shares; 2024Q1: 30,070 shares; 2024Q2: 30,181 shares; 2024Q3: 29,775 shares 29,775 $2.72M 0.24% -406 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,826 shares; 2024Q1: 31,188 shares; 2024Q2: 30,937 shares; 2024Q3: 29,561 shares 29,561 $2.69M 0.24% -1,376 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,867 shares; 2024Q1: 59,536 shares; 2024Q2: 59,672 shares; 2024Q3: 57,927 shares 57,927 $2.6M 0.23% -1,745 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,844 shares; 2024Q1: 58,873 shares; 2024Q2: 57,753 shares; 2024Q3: 44,550 shares 44,550 $2.37M 0.21% -13,203 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,610 shares; 2024Q1: 25,110 shares; 2024Q2: 25,810 shares; 2024Q3: 26,460 shares 26,460 $2.32M 0.2% +650 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,029 shares; 2024Q1: 19,672 shares; 2024Q2: 20,205 shares; 2024Q3: 19,564 shares 19,564 $2.22M 0.2% -641 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,029 shares; 2024Q1: 10,473 shares; 2024Q2: 11,457 shares; 2024Q3: 13,323 shares 13,323 $2.21M 0.19% +1,866 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,613 shares; 2024Q1: 68,948 shares; 2024Q2: 68,048 shares; 2024Q3: 66,248 shares 66,248 $2.2M 0.19% -1,800 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,406 shares; 2024Q1: 19,275 shares; 2024Q2: 19,105 shares; 2024Q3: 17,503 shares 17,503 $2M 0.18% -1,602 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,158 shares; 2024Q1: 5,158 shares; 2024Q2: 6,528 shares; 2024Q3: 7,021 shares 7,021 $1.99M 0.18% +493 Timeline SANDY SPRING BANCORP INC SANDY SPRING BANCORP INC More: the full row for SANDY SPRING BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 62,947 shares 62,947 $1.97M 0.17% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,795 shares; 2024Q1: 34,043 shares; 2024Q2: 34,353 shares; 2024Q3: 34,685 shares 34,685 $1.89M 0.17% +332 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,616 shares; 2024Q1: 6,307 shares; 2024Q2: 6,266 shares; 2024Q3: 6,279 shares 6,279 $1.83M 0.16% +13 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,149 shares; 2024Q1: 3,910 shares; 2024Q2: 4,481 shares; 2024Q3: 4,419 shares 4,419 $1.79M 0.16% -62 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,954 shares; 2024Q1: 55,357 shares; 2024Q2: 54,532 shares; 2024Q3: 4,638 shares 4,638 $1.78M 0.16% -49,894 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 704 shares; 2024Q1: 731 shares; 2024Q2: 872 shares; 2024Q3: 10,203 shares 10,203 $1.76M 0.16% +9,331 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,994 shares; 2024Q1: 9,875 shares; 2024Q2: 9,716 shares; 2024Q3: 10,095 shares 10,095 $1.75M 0.15% +379 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,850 shares; 2024Q1: 16,850 shares; 2024Q2: 16,050 shares; 2024Q3: 14,250 shares 14,250 $1.75M 0.15% -1,800 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,022 shares; 2024Q1: 14,220 shares; 2024Q2: 16,240 shares; 2024Q3: 19,585 shares 19,585 $1.74M 0.15% +3,345 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,113 shares; 2024Q1: 11,573 shares; 2024Q2: 11,206 shares; 2024Q3: 10,952 shares 10,952 $1.72M 0.15% -254 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,456 shares; 2024Q1: 5,085 shares; 2024Q2: 5,119 shares; 2024Q3: 4,926 shares 4,926 $1.71M 0.15% -193 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,385 shares; 2024Q1: 5,463 shares; 2024Q2: 5,921 shares; 2024Q3: 5,851 shares 5,851 $1.61M 0.14% -70 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,689 shares; 2024Q1: 11,804 shares; 2024Q2: 11,626 shares; 2024Q3: 11,481 shares 11,481 $1.45M 0.13% -145 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,896 shares; 2024Q1: 3,783 shares; 2024Q2: 3,733 shares; 2024Q3: 4,507 shares 4,507 $1.37M 0.12% +774 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,875 shares; 2024Q1: 14,051 shares; 2024Q2: 13,933 shares; 2024Q3: 13,891 shares 13,891 $1.37M 0.12% -42 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,739 shares; 2024Q1: 8,791 shares; 2024Q2: 8,897 shares; 2024Q3: 9,051 shares 9,051 $1.36M 0.12% +154 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,659 shares; 2024Q1: 4,857 shares; 2024Q2: 5,368 shares; 2024Q3: 5,318 shares 5,318 $1.31M 0.12% -50 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,310 shares; 2024Q1: 31,810 shares; 2024Q2: 32,410 shares; 2024Q3: 32,510 shares 32,510 $1.28M 0.11% +100 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,068 shares; 2024Q1: 2,068 shares; 2024Q2: 2,069 shares; 2024Q3: 2,038 shares 2,038 $1.19M 0.1% -31 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,577 shares; 2024Q1: 25,577 shares; 2024Q2: 27,460 shares; 2024Q3: 29,772 shares 29,772 $1.18M 0.1% +2,312 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,313 shares; 2024Q1: 7,546 shares; 2024Q2: 7,641 shares; 2024Q3: 7,370 shares 7,370 $1.13M 0.1% -271 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,537 shares; 2024Q1: 8,405 shares; 2024Q2: 8,376 shares; 2024Q3: 8,234 shares 8,234 $1.12M 0.1% -142 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,528 shares; 2024Q1: 66,072 shares; 2024Q2: 61,172 shares; 2024Q3: 59,636 shares 59,636 $1.08M 0.1% -1,536 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,013 shares; 2024Q1: 7,964 shares; 2024Q2: 7,966 shares; 2024Q3: 7,973 shares 7,973 $1.08M 0.09% +7 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,207 shares; 2024Q1: 7,243 shares; 2024Q2: 10,071 shares; 2024Q3: 12,535 shares 12,535 $1.06M 0.09% +2,464 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,360 shares; 2024Q1: 9,220 shares; 2024Q2: 10,301 shares; 2024Q3: 11,305 shares 11,305 $1.02M 0.09% +1,004 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 12,892 shares; 2024Q2: 12,619 shares; 2024Q3: 12,282 shares 12,282 $1M 0.09% -337 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,240 shares; 2024Q1: 16,068 shares; 2024Q2: 16,376 shares; 2024Q3: 15,769 shares 15,769 $1M 0.09% -607 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,294 shares; 2024Q1: 9,710 shares; 2024Q2: 9,888 shares; 2024Q3: 9,599 shares 9,599 $999K 0.09% -289 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,253 shares; 2024Q1: 18,483 shares; 2024Q2: 16,620 shares; 2024Q3: 16,082 shares 16,082 $979K 0.09% -538 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,553 shares; 2024Q1: 7,853 shares; 2024Q2: 10,011 shares; 2024Q3: 10,896 shares 10,896 $972K 0.09% +885 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,324 shares; 2024Q1: 8,277 shares; 2024Q2: 8,438 shares; 2024Q3: 8,347 shares 8,347 $962K 0.08% -91 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,583 shares; 2024Q1: 11,785 shares; 2024Q2: 11,788 shares; 2024Q3: 12,689 shares 12,689 $937K 0.08% +901 Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 16,577 shares; 2024Q2: 17,414 shares; 2024Q3: 16,892 shares 16,892 $935K 0.08% -522 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,705 shares; 2024Q1: 3,780 shares; 2024Q2: 4,380 shares; 2024Q3: 4,705 shares 4,705 $902K 0.08% +325 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,802 shares; 2024Q1: 29,109 shares; 2024Q2: 28,402 shares; 2024Q3: 28,046 shares 28,046 $902K 0.08% -356 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,480 shares; 2024Q1: 9,828 shares; 2024Q2: 10,641 shares; 2024Q3: 10,586 shares 10,586 $885K 0.08% -55 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,326 shares; 2024Q1: 12,221 shares; 2024Q2: 12,116 shares; 2024Q3: 12,116 shares 12,116 $885K 0.08% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,006 shares; 2024Q1: 5,185 shares; 2024Q2: 449 shares; 2024Q3: 1,498 shares 1,498 $876K 0.08% +1,049 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,307 shares; 2024Q1: 2,307 shares; 2024Q2: 2,469 shares; 2024Q3: 2,673 shares 2,673 $861K 0.08% +204 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,839 shares; 2024Q1: 15,202 shares; 2024Q2: 14,767 shares; 2024Q3: 14,936 shares 14,936 $852K 0.08% +169 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,659 shares; 2024Q1: 12,179 shares; 2024Q2: 11,052 shares; 2024Q3: 11,085 shares 11,085 $840K 0.07% +33 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,860 shares; 2024Q1: 8,011 shares; 2024Q2: 8,062 shares; 2024Q3: 9,312 shares 9,312 $830K 0.07% +1,250 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,257 shares; 2024Q1: 1,032 shares; 2024Q2: 1,042 shares; 2024Q3: 1,435 shares 1,435 $823K 0.07% +393 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,301 shares; 2024Q1: 5,126 shares; 2024Q2: 5,276 shares; 2024Q3: 5,733 shares 5,733 $816K 0.07% +457 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,577 shares; 2024Q1: 4,579 shares; 2024Q2: 5,671 shares; 2024Q3: 5,476 shares 5,476 $806K 0.07% -195 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,271 shares; 2024Q1: 3,271 shares; 2024Q2: 3,071 shares; 2024Q3: 2,899 shares 2,899 $786K 0.07% -172 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,017 shares; 2024Q1: 1,053 shares; 2024Q2: 1,077 shares; 2024Q3: 1,357 shares 1,357 $777K 0.07% +280 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,574 shares; 2024Q1: 1,574 shares; 2024Q2: 1,574 shares; 2024Q3: 1,580 shares 1,580 $776K 0.07% +6 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,984 shares; 2024Q1: 4,989 shares; 2024Q2: 6,610 shares; 2024Q3: 6,582 shares 6,582 $772K 0.07% -28 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,967 shares; 2024Q1: 12,967 shares; 2024Q2: 11,993 shares; 2024Q3: 12,093 shares 12,093 $760K 0.07% +100 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,859 shares; 2024Q1: 2,090 shares; 2024Q2: 2,951 shares; 2024Q3: 3,071 shares 3,071 $714K 0.06% +120 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,809 shares; 2024Q1: 1,809 shares; 2024Q2: 1,735 shares; 2024Q3: 1,773 shares 1,773 $708K 0.06% +38 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,720 shares; 2024Q1: 11,620 shares; 2024Q2: 12,200 shares; 2024Q3: 12,500 shares 12,500 $708K 0.06% +300 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,544 shares; 2024Q1: 3,527 shares; 2024Q2: 3,611 shares; 2024Q3: 3,396 shares 3,396 $702K 0.06% -215 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,176 shares; 2024Q1: 3,176 shares; 2024Q2: 3,176 shares; 2024Q3: 2,923 shares 2,923 $693K 0.06% -253 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,050 shares; 2024Q1: 14,450 shares; 2024Q2: 13,850 shares; 2024Q3: 13,900 shares 13,900 $679K 0.06% +50 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,648 shares; 2024Q1: 10,294 shares; 2024Q2: 10,094 shares; 2024Q3: 11,694 shares 11,694 $676K 0.06% +1,600 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,027 shares; 2024Q3: 7,330 shares 7,330 $673K 0.06% +4,303 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19,203 shares; 2024Q3: 19,095 shares 19,095 $670K 0.06% -108 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,032 shares; 2024Q3: 1,248 shares 1,248 $659K 0.06% -784 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,686 shares; 2024Q1: 13,186 shares; 2024Q2: 13,275 shares; 2024Q3: 13,275 shares 13,275 $649K 0.06% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,158 shares; 2024Q1: 6,407 shares; 2024Q2: 6,207 shares; 2024Q3: 6,723 shares 6,723 $645K 0.06% +516 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,762 shares; 2024Q1: 6,600 shares; 2024Q2: 6,672 shares; 2024Q3: 6,511 shares 6,511 $643K 0.06% -161 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,262 shares; 2024Q1: 12,154 shares; 2024Q2: 12,066 shares; 2024Q3: 12,504 shares 12,504 $638K 0.06% +438 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,250 shares; 2024Q1: 6,250 shares; 2024Q2: 6,279 shares; 2024Q3: 6,579 shares 6,579 $633K 0.06% +300 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,437 shares; 2024Q1: 19,037 shares; 2024Q2: 19,037 shares; 2024Q3: 17,700 shares 17,700 $627K 0.06% -1,337 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,518 shares; 2024Q1: 34,518 shares; 2024Q2: 31,518 shares; 2024Q3: 31,733 shares 31,733 $624K 0.05% +215 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,247 shares; 2024Q1: 2,544 shares; 2024Q2: 2,949 shares; 2024Q3: 2,805 shares 2,805 $619K 0.05% -144 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,549 shares; 2024Q2: 7,838 shares; 2024Q3: 7,845 shares 7,845 $609K 0.05% +7 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,968 shares; 2024Q1: 11,429 shares; 2024Q2: 13,615 shares; 2024Q3: 15,188 shares 15,188 $594K 0.05% +1,573 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,193 shares; 2024Q1: 3,301 shares; 2024Q2: 3,250 shares; 2024Q3: 3,084 shares 3,084 $582K 0.05% -166 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,106 shares; 2024Q1: 2,053 shares; 2024Q2: 2,066 shares; 2024Q3: 3,394 shares 3,394 $578K 0.05% +1,328 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,950 shares; 2024Q1: 5,150 shares; 2024Q2: 5,350 shares; 2024Q3: 5,250 shares 5,250 $575K 0.05% -100 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,499 shares; 2024Q1: 1,957 shares; 2024Q2: 1,944 shares; 2024Q3: 1,926 shares 1,926 $573K 0.05% -18 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,849 shares; 2024Q1: 5,950 shares; 2024Q2: 5,951 shares; 2024Q3: 6,931 shares 6,931 $572K 0.05% +980 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,310 shares; 2024Q1: 3,410 shares; 2024Q2: 3,485 shares; 2024Q3: 3,485 shares 3,485 $568K 0.05% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,609 shares; 2024Q1: 21,415 shares; 2024Q2: 22,546 shares; 2024Q3: 25,356 shares 25,356 $558K 0.05% +2,810 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,785 shares 2,785 $553K 0.05% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,131 shares; 2024Q1: 2,147 shares; 2024Q2: 2,067 shares; 2024Q3: 2,046 shares 2,046 $547K 0.05% -21 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,405 shares; 2024Q1: 1,468 shares; 2024Q2: 1,924 shares; 2024Q3: 1,995 shares 1,995 $546K 0.05% +71 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,363 shares 2,363 $544K 0.05% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,868 shares; 2024Q1: 12,853 shares; 2024Q2: 11,899 shares; 2024Q3: 11,572 shares 11,572 $536K 0.05% -327 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,909 shares; 2024Q1: 13,362 shares; 2024Q2: 11,396 shares; 2024Q3: 10,494 shares 10,494 $532K 0.05% -902 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,733 shares; 2024Q1: 49,636 shares; 2024Q2: 12,241 shares; 2024Q3: 12,634 shares 12,634 $528K 0.05% +393 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,667 shares; 2024Q1: 6,016 shares; 2024Q2: 6,135 shares; 2024Q3: 6,275 shares 6,275 $522K 0.05% +140 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,923 shares; 2024Q3: 3,162 shares 3,162 $519K 0.05% +239 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,953 shares; 2024Q1: 2,864 shares; 2024Q2: 2,881 shares; 2024Q3: 3,032 shares 3,032 $516K 0.05% +151 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,041 shares; 2024Q1: 14,067 shares; 2024Q2: 13,982 shares; 2024Q3: 15,182 shares 15,182 $514K 0.05% +1,200 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 697 shares; 2024Q2: 1,223 shares; 2024Q3: 1,314 shares 1,314 $511K 0.04% +91 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,693 shares; 2024Q1: 3,695 shares; 2024Q2: 4,029 shares; 2024Q3: 4,129 shares 4,129 $501K 0.04% +100 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,772 shares 1,772 $500K 0.04% +72 Timeline SOTHERLY HOTELS INC SOTHERLY HOTELS INC More: the full row for SOTHERLY HOTELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 405,500 shares; 2024Q1: 405,500 shares; 2024Q2: 405,500 shares; 2024Q3: 405,500 shares 405,500 $491K 0.04% 0 JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,618 shares; 2024Q1: 11,997 shares; 2024Q2: 11,187 shares; 2024Q3: 10,078 shares 10,078 $490K 0.04% -1,109 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,900 shares; 2024Q1: 3,003 shares; 2024Q2: 3,003 shares; 2024Q3: 3,639 shares 3,639 $486K 0.04% +636 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,408 shares; 2024Q1: 12,408 shares; 2024Q2: 13,010 shares; 2024Q3: 13,835 shares 13,835 $486K 0.04% +825 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,253 shares; 2024Q1: 6,130 shares; 2024Q2: 5,790 shares; 2024Q3: 5,490 shares 5,490 $483K 0.04% -300 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,749 shares; 2024Q1: 3,956 shares; 2024Q2: 4,442 shares; 2024Q3: 4,619 shares 4,619 $477K 0.04% +177 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,047 shares; 2024Q1: 1,072 shares; 2024Q2: 1,222 shares; 2024Q3: 1,309 shares 1,309 $476K 0.04% +87 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,190 shares; 2024Q1: 3,190 shares; 2024Q2: 3,190 shares; 2024Q3: 3,265 shares 3,265 $475K 0.04% +75 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 521 shares; 2024Q1: 513 shares; 2024Q2: 506 shares; 2024Q3: 532 shares 532 $471K 0.04% +26 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,513 shares; 2024Q1: 11,906 shares; 2024Q2: 3,093 shares; 2024Q3: 2,867 shares 2,867 $471K 0.04% -226 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,812 shares; 2024Q1: 4,212 shares; 2024Q2: 4,980 shares; 2024Q3: 5,530 shares 5,530 $464K 0.04% +550 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,702 shares; 2024Q1: 3,702 shares; 2024Q2: 3,802 shares; 2024Q3: 3,773 shares 3,773 $457K 0.04% -29 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,210 shares; 2024Q1: 4,755 shares; 2024Q2: 4,755 shares; 2024Q3: 4,375 shares 4,375 $452K 0.04% -380 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,804 shares; 2024Q2: 1,801 shares; 2024Q3: 1,801 shares 1,801 $448K 0.04% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,700 shares; 2024Q1: 9,000 shares; 2024Q2: 10,700 shares; 2024Q3: 13,300 shares 13,300 $433K 0.04% +2,600 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,685 shares; 2024Q3: 3,608 shares 3,608 $424K 0.04% +923 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,105 shares; 2024Q1: 3,105 shares; 2024Q2: 3,014 shares; 2024Q3: 3,029 shares 3,029 $423K 0.04% +15 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,000 shares; 2024Q1: 9,200 shares; 2024Q2: 11,000 shares; 2024Q3: 10,800 shares 10,800 $418K 0.04% -200 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,700 shares; 2024Q1: 4,700 shares; 2024Q2: 4,710 shares; 2024Q3: 4,700 shares 4,700 $416K 0.04% -10 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,219 shares 20,219 $414K 0.04% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 650 shares; 2024Q2: 1,121 shares; 2024Q3: 1,015 shares 1,015 $397K 0.03% -106 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,430 shares; 2024Q1: 17,430 shares; 2024Q2: 17,600 shares; 2024Q3: 17,100 shares 17,100 $378K 0.03% -500 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,048 shares; 2024Q1: 1,050 shares; 2024Q2: 996 shares; 2024Q3: 1,043 shares 1,043 $377K 0.03% +47 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 619 shares 619 $353K 0.03% +19 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 293 shares; 2024Q1: 293 shares; 2024Q2: 293 shares; 2024Q3: 295 shares 295 $340K 0.03% +2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,027 shares; 2024Q1: 3,227 shares; 2024Q2: 3,135 shares; 2024Q3: 3,218 shares 3,218 $339K 0.03% +83 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,799 shares; 2024Q1: 5,956 shares; 2024Q2: 5,957 shares; 2024Q3: 5,945 shares 5,945 $336K 0.03% -12 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,475 shares; 2024Q1: 8,475 shares; 2024Q2: 9,475 shares; 2024Q3: 9,475 shares 9,475 $330K 0.03% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,901 shares 3,901 $327K 0.03% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,600 shares; 2024Q2: 3,600 shares; 2024Q3: 3,600 shares 3,600 $322K 0.03% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,750 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares; 2024Q3: 1,700 shares 1,700 $318K 0.03% -50 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,675 shares; 2024Q1: 4,975 shares; 2024Q2: 4,975 shares; 2024Q3: 4,875 shares 4,875 $317K 0.03% -100 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,661 shares; 2024Q1: 12,927 shares; 2024Q2: 10,760 shares; 2024Q3: 10,866 shares 10,866 $314K 0.03% +106 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,800 shares; 2024Q1: 6,200 shares; 2024Q2: 6,500 shares; 2024Q3: 6,500 shares 6,500 $313K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,340 shares; 2024Q3: 2,990 shares 2,990 $310K 0.03% +650 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,193 shares 1,193 $310K 0.03% new Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,250 shares; 2024Q1: 6,250 shares; 2024Q2: 6,250 shares; 2024Q3: 6,250 shares 6,250 $309K 0.03% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 616 shares; 2024Q3: 593 shares 593 $306K 0.03% -23 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,565 shares; 2024Q3: 1,825 shares 1,825 $305K 0.03% +260 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 628 shares; 2024Q1: 628 shares; 2024Q2: 628 shares; 2024Q3: 633 shares 633 $297K 0.03% +5 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,510 shares; 2024Q3: 1,564 shares 1,564 $297K 0.03% +54 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,226 shares; 2024Q1: 1,226 shares; 2024Q2: 1,230 shares; 2024Q3: 1,232 shares 1,232 $288K 0.03% +2 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,994 shares; 2024Q1: 5,600 shares; 2024Q2: 5,600 shares; 2024Q3: 5,600 shares 5,600 $286K 0.03% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,468 shares; 2024Q1: 2,358 shares; 2024Q2: 2,534 shares; 2024Q3: 2,910 shares 2,910 $285K 0.03% +376 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,040 shares; 2024Q1: 1,040 shares; 2024Q2: 1,020 shares; 2024Q3: 1,020 shares 1,020 $282K 0.02% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,216 shares; 2024Q3: 4,327 shares 4,327 $280K 0.02% +111 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,622 shares; 2024Q1: 23,602 shares; 2024Q2: 4,034 shares; 2024Q3: 3,950 shares 3,950 $276K 0.02% -84 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,842 shares; 2024Q1: 1,942 shares; 2024Q2: 1,992 shares; 2024Q3: 2,094 shares 2,094 $275K 0.02% +102 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 574 shares; 2024Q2: 574 shares; 2024Q3: 544 shares 544 $274K 0.02% -30 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,200 shares 6,200 $271K 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,008 shares; 2024Q1: 7,168 shares; 2024Q2: 5,849 shares; 2024Q3: 5,128 shares 5,128 $265K 0.02% -721 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,426 shares 3,426 $257K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,693 shares; 2024Q1: 15,793 shares; 2024Q2: 18,556 shares; 2024Q3: 10,929 shares 10,929 $256K 0.02% -7,627 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,379 shares; 2024Q3: 1,417 shares 1,417 $255K 0.02% +38 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,000 shares; 2024Q1: 3,300 shares; 2024Q2: 3,966 shares; 2024Q3: 3,900 shares 3,900 $252K 0.02% -66 NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,068 shares; 2024Q3: 1,046 shares 1,046 $251K 0.02% -22 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,800 shares 4,800 $251K 0.02% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,026 shares; 2024Q3: 1,057 shares 1,057 $250K 0.02% +31 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,886 shares; 2024Q1: 2,845 shares; 2024Q2: 2,824 shares; 2024Q3: 2,237 shares 2,237 $247K 0.02% -587 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,800 shares; 2024Q1: 4,800 shares; 2024Q2: 4,800 shares; 2024Q3: 4,800 shares 4,800 $247K 0.02% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,002 shares; 2024Q1: 4,002 shares; 2024Q2: 4,002 shares; 2024Q3: 4,002 shares 4,002 $237K 0.02% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,920 shares 1,920 $233K 0.02% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 325 shares 325 $231K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,444 shares; 2024Q1: 2,459 shares; 2024Q2: 2,459 shares; 2024Q3: 2,381 shares 2,381 $229K 0.02% -78 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,970 shares 3,970 $229K 0.02% new Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,246 shares; 2024Q1: 8,850 shares; 2024Q2: 9,455 shares; 2024Q3: 2,816 shares 2,816 $227K 0.02% -6,639 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,192 shares 3,192 $225K 0.02% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 512 shares; 2024Q2: 496 shares; 2024Q3: 488 shares 488 $225K 0.02% -8 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,850 shares; 2024Q1: 1,950 shares; 2024Q2: 1,950 shares; 2024Q3: 1,850 shares 1,850 $220K 0.02% -100 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 895 shares 895 $217K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,899 shares; 2024Q3: 6,897 shares 6,897 $216K 0.02% +998 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 444 shares 444 $212K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 745 shares 745 $209K 0.02% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,800 shares; 2024Q3: 25,100 shares 25,100 $167K 0.01% +11,300 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,240 shares 10,240 $149K 0.01% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,500 shares; 2024Q3: 20,500 shares 20,500 $141K 0.01% +9,000 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,100 shares; 2024Q1: 17,900 shares; 2024Q2: 17,900 shares; 2024Q3: 13,400 shares 13,400 $126K 0.01% -4,500 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,400 shares 19,400 $77K 0.01% new Timeline OLO INC OLO INC More: the full row for OLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,120 shares 13,120 $65.1K 0.01% new VERRICA PHARMACEUTICALS INC VERRICA PHARMACEUTICALS INC More: the full row for VERRICA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,000 shares; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares 30,000 $43.5K <0.01% 0