DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,390,354 shares; 2023Q2: 2,453,400 shares; 2023Q3: 2,245,657 shares 2,245,657 $52.3M 13.24% -207,743 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,603,925 shares; 2023Q2: 1,762,605 shares; 2023Q3: 1,574,284 shares 1,574,284 $38.1M 9.64% -188,321 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,669,179 shares; 2023Q2: 1,703,450 shares; 2023Q3: 1,001,120 shares 1,001,120 $30.5M 7.7% -702,330 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 264,224 shares; 2023Q2: 281,661 shares; 2023Q3: 308,564 shares 308,564 $22M 5.57% +26,903 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 914,768 shares; 2023Q2: 972,583 shares; 2023Q3: 701,272 shares 701,272 $21.3M 5.38% -271,311 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 367,734 shares; 2023Q2: 372,109 shares; 2023Q3: 355,378 shares 355,378 $17.9M 4.52% -16,731 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 791,805 shares; 2023Q2: 630,239 shares; 2023Q3: 829,523 shares 829,523 $15.9M 4.01% +199,284 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 555,846 shares 555,846 $13.7M 3.47% new 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,760 shares; 2023Q2: 9,526 shares; 2023Q3: 77,008 shares 77,008 $10.9M 2.76% +67,482 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60,450 shares; 2023Q2: 60,195 shares; 2023Q3: 55,898 shares 55,898 $9.57M 2.42% -4,297 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 125,913 shares 125,913 $8.79M 2.22% new 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,645 shares; 2023Q2: 20,339 shares; 2023Q3: 19,837 shares 19,837 $5.99M 1.52% -502 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 158,297 shares; 2023Q2: 207,084 shares; 2023Q3: 177,958 shares 177,958 $5.97M 1.51% -29,126 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,575 shares; 2023Q2: 16,117 shares; 2023Q3: 15,126 shares 15,126 $4.78M 1.21% -991 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 372,270 shares; 2023Q2: 393,287 shares; 2023Q3: 115,092 shares 115,092 $3.5M 0.89% -278,195 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,815 shares; 2023Q2: 52,162 shares; 2023Q3: 49,259 shares 49,259 $3.19M 0.81% -2,903 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,197 shares; 2023Q2: 27,707 shares; 2023Q3: 24,039 shares 24,039 $3.15M 0.8% -3,668 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34,591 shares; 2023Q2: 35,699 shares; 2023Q3: 30,899 shares 30,899 $3.09M 0.78% -4,800 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,625 shares; 2023Q2: 13,835 shares; 2023Q3: 12,971 shares 12,971 $2.98M 0.75% -864 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,106 shares; 2023Q2: 20,747 shares; 2023Q3: 20,551 shares 20,551 $2.98M 0.75% -196 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,135 shares; 2023Q2: 5,359 shares; 2023Q3: 18,238 shares 18,238 $2.92M 0.74% +12,879 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,607 shares; 2023Q2: 5,569 shares; 2023Q3: 5,783 shares 5,783 $2.92M 0.74% +214 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,579 shares; 2023Q2: 12,396 shares; 2023Q3: 12,467 shares 12,467 $2.86M 0.72% +71 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,555 shares; 2023Q2: 6,678 shares; 2023Q3: 5,378 shares 5,378 $2.74M 0.69% -1,300 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,169 shares; 2023Q2: 32,644 shares; 2023Q3: 63,216 shares 63,216 $2.72M 0.69% +30,572 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,975 shares; 2023Q2: 17,498 shares; 2023Q3: 15,201 shares 15,201 $2.72M 0.69% -2,297 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,583 shares; 2023Q2: 5,769 shares; 2023Q3: 5,615 shares 5,615 $2.72M 0.69% -154 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,596 shares; 2023Q2: 4,757 shares; 2023Q3: 5,153 shares 5,153 $2.68M 0.68% +396 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,414 shares; 2023Q2: 3,648 shares; 2023Q3: 3,198 shares 3,198 $2.66M 0.67% -450 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 93,030 shares; 2023Q2: 80,670 shares; 2023Q3: 73,874 shares 73,874 $2.59M 0.65% -6,796 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,969 shares; 2023Q2: 17,854 shares; 2023Q3: 18,452 shares 18,452 $2.57M 0.65% +598 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,396 shares; 2023Q2: 12,452 shares; 2023Q3: 15,565 shares 15,565 $2.56M 0.65% +3,113 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,158 shares; 2023Q2: 8,109 shares; 2023Q3: 6,747 shares 6,747 $2.42M 0.61% -1,362 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32,204 shares; 2023Q2: 31,498 shares; 2023Q3: 31,498 shares 31,498 $2.28M 0.58% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,529 shares; 2023Q2: 6,710 shares; 2023Q3: 6,710 shares 6,710 $2.25M 0.57% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40,178 shares; 2023Q2: 40,097 shares; 2023Q3: 39,973 shares 39,973 $2.24M 0.57% -124 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,464 shares; 2023Q2: 48,506 shares; 2023Q3: 46,338 shares 46,338 $2.09M 0.53% -2,168 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 34,790 shares; 2023Q3: 36,271 shares 36,271 $1.71M 0.43% +1,481 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41,834 shares; 2023Q2: 49,916 shares; 2023Q3: 32,432 shares 32,432 $1.63M 0.41% -17,484 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,690 shares; 2023Q2: 43,690 shares; 2023Q3: 42,065 shares 42,065 $1.46M 0.37% -1,625 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,830 shares; 2023Q2: 10,830 shares; 2023Q3: 10,830 shares 10,830 $1.43M 0.36% 0 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,469 shares; 2023Q2: 31,339 shares; 2023Q3: 31,339 shares 31,339 $1.31M 0.33% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,158 shares; 2023Q2: 18,163 shares; 2023Q3: 16,118 shares 16,118 $1.31M 0.33% -2,045 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,693 shares; 2023Q2: 5,520 shares; 2023Q3: 5,980 shares 5,980 $1.27M 0.32% +460 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,987 shares; 2023Q2: 11,992 shares; 2023Q3: 11,454 shares 11,454 $1.23M 0.31% -538 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,489 shares; 2023Q2: 24,563 shares; 2023Q3: 24,563 shares 24,563 $1.23M 0.31% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,415 shares; 2023Q2: 35,415 shares; 2023Q3: 35,415 shares 35,415 $1.2M 0.3% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,003 shares; 2023Q2: 9,516 shares; 2023Q3: 12,026 shares 12,026 $1.17M 0.29% +2,510 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,545 shares; 2023Q2: 2,647 shares; 2023Q3: 2,647 shares 2,647 $1.14M 0.29% 0 Timeline BANK OF AMER CORP 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,076 shares; 2023Q2: 1,035 shares; 2023Q3: 1,005 shares 1,005 $1.12M 0.28% -30 PEY 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,224 shares; 2023Q2: 53,149 shares; 2023Q3: 53,261 shares 53,261 $1.02M 0.26% +112 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,449 shares; 2023Q2: 10,033 shares; 2023Q3: 10,829 shares 10,829 $1.02M 0.26% +796 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32,292 shares; 2023Q2: 32,292 shares; 2023Q3: 30,792 shares 30,792 $1.02M 0.26% -1,500 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,118 shares; 2023Q2: 6,133 shares; 2023Q3: 6,179 shares 6,179 $962K 0.24% +46 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,251 shares; 2023Q2: 2,162 shares; 2023Q3: 2,142 shares 2,142 $916K 0.23% -20 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,908 shares; 2023Q2: 33,843 shares; 2023Q3: 32,900 shares 32,900 $901K 0.23% -943 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,007 shares; 2023Q2: 28,368 shares; 2023Q3: 28,368 shares 28,368 $868K 0.22% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,280 shares; 2023Q2: 1,387 shares; 2023Q3: 1,450 shares 1,450 $819K 0.21% +63 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,423 shares; 2023Q2: 19,423 shares; 2023Q3: 24,539 shares 24,539 $795K 0.2% +5,116 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,770 shares; 2023Q2: 5,076 shares; 2023Q3: 5,082 shares 5,082 $790K 0.2% +6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,552 shares; 2023Q2: 4,455 shares; 2023Q3: 4,455 shares 4,455 $787K 0.2% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,425 shares; 2023Q2: 6,682 shares; 2023Q3: 6,297 shares 6,297 $740K 0.19% -385 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,280 shares; 2023Q2: 28,313 shares; 2023Q3: 28,349 shares 28,349 $720K 0.18% +36 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,961 shares; 2023Q2: 2,161 shares; 2023Q3: 2,045 shares 2,045 $716K 0.18% -116 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,835 shares; 2023Q2: 4,717 shares; 2023Q3: 4,754 shares 4,754 $667K 0.17% +37 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,895 shares; 2023Q2: 1,636 shares; 2023Q3: 1,453 shares 1,453 $632K 0.16% -183 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,033 shares; 2023Q2: 4,128 shares; 2023Q3: 4,301 shares 4,301 $627K 0.16% +173 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,691 shares; 2023Q2: 10,170 shares; 2023Q3: 11,449 shares 11,449 $613K 0.15% +1,279 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,978 shares; 2023Q2: 14,978 shares; 2023Q3: 14,978 shares 14,978 $608K 0.15% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,524 shares; 2023Q2: 2,349 shares; 2023Q3: 2,349 shares 2,349 $588K 0.15% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 51,197 shares; 2023Q2: 44,939 shares; 2023Q3: 44,945 shares 44,945 $583K 0.15% +6 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,926 shares; 2023Q2: 5,654 shares; 2023Q3: 5,661 shares 5,661 $583K 0.15% +7 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,637 shares; 2023Q2: 5,637 shares; 2023Q3: 5,637 shares 5,637 $557K 0.14% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,643 shares; 2023Q2: 3,656 shares; 2023Q3: 3,668 shares 3,668 $557K 0.14% +12 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,598 shares; 2023Q2: 15,598 shares; 2023Q3: 15,598 shares 15,598 $545K 0.14% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,083 shares; 2023Q2: 16,035 shares; 2023Q3: 16,571 shares 16,571 $537K 0.14% +536 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 313,067 shares; 2023Q2: 313,067 shares; 2023Q3: 313,067 shares 313,067 $528K 0.13% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,113 shares; 2023Q2: 3,117 shares; 2023Q3: 3,121 shares 3,121 $526K 0.13% +4 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,612 shares; 2023Q2: 8,696 shares; 2023Q3: 7,995 shares 7,995 $514K 0.13% -701 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 992 shares; 2023Q2: 1,187 shares; 2023Q3: 1,309 shares 1,309 $514K 0.13% +122 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,611 shares; 2023Q2: 11,611 shares; 2023Q3: 14,111 shares 14,111 $476K 0.12% +2,500 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,551 shares; 2023Q2: 18,551 shares; 2023Q3: 18,551 shares 18,551 $471K 0.12% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,863 shares; 2023Q2: 3,293 shares; 2023Q3: 3,392 shares 3,392 $431K 0.11% +99 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,621 shares; 2023Q2: 2,621 shares; 2023Q3: 2,621 shares 2,621 $428K 0.11% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,543 shares; 2023Q2: 1,543 shares; 2023Q3: 1,543 shares 1,543 $410K 0.1% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,303 shares; 2023Q2: 3,326 shares; 2023Q3: 2,744 shares 2,744 $409K 0.1% -582 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,039 shares; 2023Q2: 4,534 shares; 2023Q3: 4,551 shares 4,551 $403K 0.1% +17 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,127 shares; 2023Q2: 2,195 shares; 2023Q3: 2,359 shares 2,359 $400K 0.1% +164 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,082 shares; 2023Q2: 6,064 shares; 2023Q3: 6,239 shares 6,239 $396K 0.1% +175 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,543 shares; 2023Q2: 1,426 shares; 2023Q3: 1,427 shares 1,427 $390K 0.1% +1 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,012 shares; 2023Q2: 4,660 shares; 2023Q3: 8,875 shares 8,875 $388K 0.1% +4,215 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,703 shares; 2023Q2: 11,703 shares; 2023Q3: 11,703 shares 11,703 $379K 0.1% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,366 shares; 2023Q2: 3,372 shares; 2023Q3: 3,327 shares 3,327 $368K 0.09% -45 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4 shares; 2023Q2: 5 shares; 2023Q3: 4,397 shares 4,397 $363K 0.09% +4,392 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares 2,000 $341K 0.09% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,203 shares; 2023Q3: 10,203 shares 10,203 $323K 0.08% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,276 shares; 2023Q2: 22,348 shares; 2023Q3: 21,087 shares 21,087 $317K 0.08% -1,261 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,232 shares; 2023Q2: 11,232 shares; 2023Q3: 11,232 shares 11,232 $312K 0.08% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,578 shares; 2023Q2: 4,808 shares; 2023Q3: 5,801 shares 5,801 $311K 0.08% +993 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,204 shares; 2023Q2: 1,068 shares; 2023Q3: 1,223 shares 1,223 $305K 0.08% +155 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 8,350 shares 8,350 $288K 0.07% +8,050 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,420 shares; 2023Q2: 9,420 shares; 2023Q3: 7,920 shares 7,920 $265K 0.07% -1,500 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: 1,084 shares 1,084 $261K 0.07% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 861 shares; 2023Q2: 801 shares; 2023Q3: 1,238 shares 1,238 $257K 0.07% +437 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 533 shares; 2023Q2: 568 shares; 2023Q3: 629 shares 629 $257K 0.07% +61 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,159 shares; 2023Q2: 7,211 shares; 2023Q3: 7,211 shares 7,211 $256K 0.06% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,317 shares; 2023Q2: 3,317 shares; 2023Q3: 3,317 shares 3,317 $235K 0.06% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,550 shares 7,550 $234K 0.06% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 560 shares; 2023Q2: 560 shares; 2023Q3: 560 shares 560 $232K 0.06% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,130 shares; 2023Q2: 4,502 shares; 2023Q3: 5,631 shares 5,631 $232K 0.06% +1,129 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,519 shares; 2023Q2: 2,427 shares; 2023Q3: 2,443 shares 2,443 $226K 0.06% +16 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 910 shares; 2023Q2: 910 shares; 2023Q3: 910 shares 910 $226K 0.06% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,961 shares; 2023Q3: 3,981 shares 3,981 $223K 0.06% +20 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,932 shares; 2023Q2: 2,932 shares; 2023Q3: 4,708 shares 4,708 $222K 0.06% +1,776 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,570 shares; 2023Q2: 2,477 shares; 2023Q3: 2,482 shares 2,482 $219K 0.06% +5 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 825 shares; 2023Q2: 826 shares; 2023Q3: 801 shares 801 $218K 0.06% -25 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,091 shares; 2023Q2: 2,273 shares; 2023Q3: 2,306 shares 2,306 $218K 0.06% +33 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,539 shares; 2023Q2: 1,540 shares; 2023Q3: 1,540 shares 1,540 $215K 0.05% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,822 shares; 2023Q2: 1,460 shares; 2023Q3: 1,379 shares 1,379 $215K 0.05% -81 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: 356 shares; 2023Q3: 399 shares 399 $214K 0.05% +43 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,127 shares; 2023Q2: 2,275 shares; 2023Q3: 3,443 shares 3,443 $213K 0.05% +1,168 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 634 shares; 2023Q2: 1,566 shares; 2023Q3: 1,566 shares 1,566 $212K 0.05% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,976 shares; 2023Q2: 3,018 shares; 2023Q3: 3,034 shares 3,034 $209K 0.05% +16 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 308 shares; 2023Q2: 1,260 shares; 2023Q3: 1,262 shares 1,262 $207K 0.05% +2 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,280 shares; 2023Q2: 16,417 shares; 2023Q3: 16,458 shares 16,458 $204K 0.05% +41 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,746 shares; 2023Q2: 6,253 shares; 2023Q3: 6,088 shares 6,088 $202K 0.05% -165 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,595 shares; 2023Q2: 6,595 shares; 2023Q3: 6,595 shares 6,595 $201K 0.05% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,466 shares; 2023Q2: 3,237 shares; 2023Q3: 2,477 shares 2,477 $201K 0.05% -760 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,261 shares; 2023Q2: 1,294 shares; 2023Q3: 1,304 shares 1,304 $201K 0.05% +10 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,758 shares; 2023Q2: 3,370 shares; 2023Q3: 3,370 shares 3,370 $196K 0.05% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,432 shares; 2023Q2: 1,492 shares; 2023Q3: 1,474 shares 1,474 $194K 0.05% -18 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,973 shares; 2023Q2: 1,727 shares; 2023Q3: 1,727 shares 1,727 $192K 0.05% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,602 shares; 2023Q3: 2,710 shares 2,710 $192K 0.05% +108 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 206 shares; 2023Q2: 206 shares; 2023Q3: 206 shares 206 $187K 0.05% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 915 shares; 2023Q2: 1,325 shares; 2023Q3: 1,654 shares 1,654 $187K 0.05% +329 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,808 shares; 2023Q2: 2,808 shares; 2023Q3: 4,337 shares 4,337 $184K 0.05% +1,529 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,509 shares; 2023Q2: 1,513 shares; 2023Q3: 1,516 shares 1,516 $183K 0.05% +3 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,237 shares; 2023Q2: 6,237 shares; 2023Q3: 6,237 shares 6,237 $183K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,383 shares; 2023Q2: 2,099 shares; 2023Q3: 1,995 shares 1,995 $182K 0.05% -104 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,999 shares; 2023Q2: 4,016 shares; 2023Q3: 4,030 shares 4,030 $179K 0.05% +14 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,782 shares; 2023Q2: 1,740 shares; 2023Q3: 1,740 shares 1,740 $178K 0.05% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,755 shares; 2023Q2: 17,914 shares; 2023Q3: 15,542 shares 15,542 $176K 0.04% -2,372 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,415 shares; 2023Q2: 9,973 shares; 2023Q3: 11,309 shares 11,309 $172K 0.04% +1,336 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,209 shares; 2023Q2: 2,209 shares; 2023Q3: 2,111 shares 2,111 $172K 0.04% -98 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,438 shares; 2023Q2: 1,430 shares; 2023Q3: 1,430 shares 1,430 $171K 0.04% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,395 shares; 2023Q2: 4,427 shares; 2023Q3: 3,422 shares 3,422 $171K 0.04% -1,005 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,535 shares; 2023Q2: 1,537 shares; 2023Q3: 1,538 shares 1,538 $170K 0.04% +1 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,450 shares; 2023Q2: 7,954 shares; 2023Q3: 6,711 shares 6,711 $170K 0.04% -1,243 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,062 shares; 2023Q2: 1,062 shares; 2023Q3: 862 shares 862 $167K 0.04% -200 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,656 shares; 2023Q2: 1,657 shares; 2023Q3: 1,575 shares 1,575 $167K 0.04% -82 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,122 shares; 2023Q2: 2,217 shares; 2023Q3: 1,624 shares 1,624 $167K 0.04% -593 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,463 shares; 2023Q2: 1,544 shares; 2023Q3: 1,597 shares 1,597 $165K 0.04% +53 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 601 shares; 2023Q2: 602 shares; 2023Q3: 603 shares 603 $159K 0.04% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,904 shares; 2023Q2: 1,909 shares; 2023Q3: 1,693 shares 1,693 $159K 0.04% -216 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,808 shares; 2023Q2: 4,808 shares; 2023Q3: 4,572 shares 4,572 $158K 0.04% -236 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,300 shares; 2023Q2: 4,300 shares; 2023Q3: 4,300 shares 4,300 $158K 0.04% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,180 shares; 2023Q2: 5,508 shares; 2023Q3: 5,520 shares 5,520 $158K 0.04% +12 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,688 shares; 2023Q2: 3,692 shares; 2023Q3: 3,730 shares 3,730 $157K 0.04% +38 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,616 shares; 2023Q2: 1,616 shares; 2023Q3: 1,616 shares 1,616 $157K 0.04% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,524 shares; 2023Q2: 1,087 shares; 2023Q3: 1,088 shares 1,088 $156K 0.04% +1 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,428 shares; 2023Q2: 2,432 shares; 2023Q3: 2,437 shares 2,437 $156K 0.04% +5 Timeline GBIL 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,838 shares; 2023Q2: 2,045 shares; 2023Q3: 1,549 shares 1,549 $155K 0.04% -496 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,093 shares; 2023Q2: 2,298 shares; 2023Q3: 2,706 shares 2,706 $155K 0.04% +408 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 629 shares; 2023Q2: 631 shares; 2023Q3: 631 shares 631 $155K 0.04% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 577 shares; 2023Q2: 660 shares; 2023Q3: 757 shares 757 $154K 0.04% +97 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,668 shares; 2023Q2: 1,668 shares; 2023Q3: 1,668 shares 1,668 $152K 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,378 shares; 2023Q2: 1,357 shares; 2023Q3: 1,366 shares 1,366 $152K 0.04% +9 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,315 shares; 2023Q2: 1,315 shares; 2023Q3: 1,315 shares 1,315 $152K 0.04% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 398 shares; 2023Q2: 436 shares; 2023Q3: 489 shares 489 $150K 0.04% +53 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,285 shares 3,285 $149K 0.04% new 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,936 shares; 2023Q2: 2,936 shares; 2023Q3: 2,936 shares 2,936 $149K 0.04% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares 541 $148K 0.04% 0 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,875 shares 5,875 $147K 0.04% new Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,050 shares 5,050 $145K 0.04% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 952 shares; 2023Q2: 952 shares; 2023Q3: 952 shares 952 $145K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 426 shares; 2023Q2: 427 shares; 2023Q3: 488 shares 488 $143K 0.04% +61 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,193 shares; 2023Q2: 12,193 shares; 2023Q3: 6,524 shares 6,524 $142K 0.04% -5,669 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 670 shares; 2023Q2: 673 shares; 2023Q3: 675 shares 675 $141K 0.04% +2 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 840 shares; 2023Q2: 676 shares; 2023Q3: 2,724 shares 2,724 $140K 0.04% +2,048 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,223 shares; 2023Q2: 2,223 shares; 2023Q3: 2,223 shares 2,223 $140K 0.04% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 198 shares; 2023Q2: 227 shares; 2023Q3: 275 shares 275 $139K 0.04% +48 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,353 shares; 2023Q2: 2,644 shares; 2023Q3: 3,545 shares 3,545 $139K 0.04% +901 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,831 shares; 2023Q2: 1,832 shares; 2023Q3: 1,762 shares 1,762 $135K 0.03% -70 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,767 shares; 2023Q2: 1,410 shares; 2023Q3: 1,410 shares 1,410 $135K 0.03% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,724 shares; 2023Q2: 2,665 shares; 2023Q3: 2,473 shares 2,473 $133K 0.03% -192 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,492 shares; 2023Q2: 1,552 shares; 2023Q3: 1,695 shares 1,695 $126K 0.03% +143 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: 278 shares; 2023Q3: 339 shares 339 $121K 0.03% +61 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 799 shares; 2023Q2: 924 shares; 2023Q3: 1,082 shares 1,082 $119K 0.03% +158 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,100 shares; 2023Q2: 2,100 shares; 2023Q3: 3,531 shares 3,531 $119K 0.03% +1,431 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,562 shares; 2023Q2: 1,572 shares; 2023Q3: 1,581 shares 1,581 $118K 0.03% +9 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,526 shares; 2023Q2: 4,526 shares; 2023Q3: 4,377 shares 4,377 $118K 0.03% -149 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 502 shares; 2023Q2: 632 shares; 2023Q3: 731 shares 731 $113K 0.03% +99 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 638 shares; 2023Q2: 711 shares; 2023Q3: 1,484 shares 1,484 $113K 0.03% +773 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,224 shares; 2023Q2: 1,189 shares; 2023Q3: 1,189 shares 1,189 $112K 0.03% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 316 shares; 2023Q2: 376 shares; 2023Q3: 438 shares 438 $112K 0.03% +62 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 157 shares; 2023Q2: 192 shares; 2023Q3: 255 shares 255 $111K 0.03% +63 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,715 shares; 2023Q2: 1,717 shares; 2023Q3: 1,719 shares 1,719 $111K 0.03% +2 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 552 shares; 2023Q2: 553 shares; 2023Q3: 553 shares 553 $110K 0.03% 0 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,585 shares; 2023Q2: 3,585 shares; 2023Q3: 3,585 shares 3,585 $109K 0.03% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,991 shares; 2023Q2: 3,999 shares; 2023Q3: 3,280 shares 3,280 $109K 0.03% -719 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,044 shares; 2023Q2: 1,044 shares; 2023Q3: 1,044 shares 1,044 $109K 0.03% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,778 shares; 2023Q2: 3,778 shares; 2023Q3: 3,778 shares 3,778 $108K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,673 shares; 2023Q2: 2,248 shares; 2023Q3: 2,247 shares 2,247 $107K 0.03% -1 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,404 shares; 2023Q2: 1,406 shares; 2023Q3: 1,407 shares 1,407 $106K 0.03% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,532 shares; 2023Q2: 1,511 shares; 2023Q3: 1,462 shares 1,462 $105K 0.03% -49 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,478 shares; 2023Q2: 1,488 shares; 2023Q3: 1,497 shares 1,497 $104K 0.03% +9 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,490 shares; 2023Q2: 1,823 shares; 2023Q3: 1,381 shares 1,381 $104K 0.03% -442 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: 155 shares; 2023Q3: 215 shares 215 $103K 0.03% +60 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 803 shares; 2023Q2: 538 shares; 2023Q3: 538 shares 538 $103K 0.03% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,217 shares; 2023Q2: 13,723 shares; 2023Q3: 810 shares 810 $103K 0.03% -12,913 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,050 shares; 2023Q2: 1,056 shares; 2023Q3: 1,060 shares 1,060 $102K 0.03% +4 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 488 shares; 2023Q2: 634 shares; 2023Q3: 849 shares 849 $100K 0.03% +215 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares 500 $100K 0.03% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,819 shares; 2023Q2: 2,875 shares; 2023Q3: 2,928 shares 2,928 $97.1K 0.02% +53 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 260 shares 260 $96.8K 0.02% +239 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,919 shares; 2023Q2: 2,919 shares; 2023Q3: 2,919 shares 2,919 $95.5K 0.02% 0 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,358 shares; 2023Q2: 3,358 shares; 2023Q3: 3,358 shares 3,358 $94.8K 0.02% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 464 shares; 2023Q2: 464 shares; 2023Q3: 464 shares 464 $91.2K 0.02% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,142 shares; 2023Q2: 2,144 shares; 2023Q3: 2,145 shares 2,145 $87.6K 0.02% +1 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,517 shares; 2023Q2: 1,517 shares; 2023Q3: 1,535 shares 1,535 $87.6K 0.02% +18 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,858 shares; 2023Q2: 4,858 shares; 2023Q3: 2,500 shares 2,500 $87.5K 0.02% -2,358 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,258 shares; 2023Q3: 3,258 shares 3,258 $87.2K 0.02% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares 6,000 $85.9K 0.02% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,365 shares; 2023Q2: 1,261 shares; 2023Q3: 1,262 shares 1,262 $85.5K 0.02% +1 Timeline SPHD 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares 2,150 $84.3K 0.02% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 134 shares; 2023Q3: 229 shares 229 $83.7K 0.02% +95 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,224 shares; 2023Q2: 520 shares; 2023Q3: 259 shares 259 $83.6K 0.02% -261 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,635 shares; 2023Q2: 5,975 shares; 2023Q3: 4,892 shares 4,892 $82.5K 0.02% -1,083 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 367 shares; 2023Q2: 367 shares; 2023Q3: 367 shares 367 $82.3K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,463 shares; 2023Q2: 2,810 shares; 2023Q3: 859 shares 859 $81.6K 0.02% -1,951 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,387 shares; 2023Q3: 1,399 shares 1,399 $80.6K 0.02% +12 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,545 shares; 2023Q2: 872 shares; 2023Q3: 872 shares 872 $80.5K 0.02% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,700 shares; 2023Q3: 2,700 shares 2,700 $79.7K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,464 shares; 2023Q2: 1,464 shares; 2023Q3: 1,464 shares 1,464 $78.5K 0.02% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 865 shares; 2023Q3: 864 shares 864 $78.1K 0.02% -1 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: 15 shares; 2023Q3: 25 shares 25 $77.1K 0.02% +10 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,363 shares; 2023Q2: 5,190 shares; 2023Q3: 5,216 shares 5,216 $75.9K 0.02% +26 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 583 shares; 2023Q2: 583 shares; 2023Q3: 583 shares 583 $75.7K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 692 shares; 2023Q2: 692 shares; 2023Q3: 692 shares 692 $75K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 685 shares; 2023Q2: 693 shares; 2023Q3: 698 shares 698 $74.8K 0.02% +5 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 393 shares; 2023Q2: 394 shares; 2023Q3: 395 shares 395 $74.8K 0.02% +1 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,400 shares; 2023Q2: 2,400 shares; 2023Q3: 2,400 shares 2,400 $73.7K 0.02% 0 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,892 shares; 2023Q2: 14,392 shares; 2023Q3: 20,361 shares 20,361 $72.1K 0.02% +5,969 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,645 shares; 2023Q2: 1,645 shares; 2023Q3: 1,742 shares 1,742 $71.2K 0.02% +97 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,328 shares; 2023Q2: 1,282 shares; 2023Q3: 1,283 shares 1,283 $70.8K 0.02% +1 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 769 shares; 2023Q2: 769 shares; 2023Q3: 743 shares 743 $69.8K 0.02% -26 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 637 shares; 2023Q2: 644 shares; 2023Q3: 751 shares 751 $68.9K 0.02% +107 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,017 shares; 2023Q2: 2,017 shares; 2023Q3: 2,017 shares 2,017 $68.5K 0.02% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,967 shares; 2023Q2: 2,741 shares; 2023Q3: 2,759 shares 2,759 $68.1K 0.02% +18 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 484 shares; 2023Q2: 488 shares; 2023Q3: 491 shares 491 $67.7K 0.02% +3 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,825 shares; 2023Q2: 1,826 shares; 2023Q3: 1,826 shares 1,826 $67.6K 0.02% 0 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,652 shares; 2023Q2: 4,652 shares; 2023Q3: 4,652 shares 4,652 $67.3K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,545 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares 1,500 $67K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 613 shares; 2023Q2: 614 shares; 2023Q3: 508 shares 508 $65.4K 0.02% -106 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 238 shares; 2023Q2: 238 shares; 2023Q3: 238 shares 238 $64.8K 0.02% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,864 shares 3,864 $64.3K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 888 shares; 2023Q2: 888 shares; 2023Q3: 888 shares 888 $64.1K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 45 shares; 2023Q2: 145 shares; 2023Q3: 145 shares 145 $63.8K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 235 shares; 2023Q2: 236 shares; 2023Q3: 236 shares 236 $63.7K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,626 shares; 2023Q2: 1,637 shares; 2023Q3: 1,667 shares 1,667 $63.3K 0.02% +30 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 1,120 shares 1,120 $61.1K 0.02% +1,000 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,728 shares; 2023Q2: 11,984 shares; 2023Q3: 577 shares 577 $61K 0.02% -11,407 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares 800 $60.1K 0.02% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 538 shares; 2023Q2: 539 shares; 2023Q3: 539 shares 539 $59.6K 0.02% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 390 shares; 2023Q2: 390 shares; 2023Q3: 390 shares 390 $59.5K 0.02% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 416 shares; 2023Q2: 417 shares; 2023Q3: 417 shares 417 $59.1K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares 2,000 $58.9K 0.01% 0 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,767 shares; 2023Q2: 1,767 shares; 2023Q3: 1,767 shares 1,767 $58.9K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 503 shares; 2023Q2: 503 shares; 2023Q3: 503 shares 503 $58K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 738 shares; 2023Q2: 738 shares; 2023Q3: 738 shares 738 $57.6K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares 125 $57.3K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,351 shares; 2023Q2: 1,351 shares; 2023Q3: 822 shares 822 $56.8K 0.01% -529 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 919 shares; 2023Q2: 815 shares; 2023Q3: 815 shares 815 $56.6K 0.01% 0 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,087 shares; 2023Q2: 3,087 shares; 2023Q3: 3,087 shares 3,087 $56.4K 0.01% 0 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,503 shares; 2023Q2: 1,503 shares; 2023Q3: 1,503 shares 1,503 $56.4K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 140 shares 140 $55.4K 0.01% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,700 shares; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares 1,700 $55.4K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares 541 $55.2K 0.01% 0 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,610 shares; 2023Q2: 5,657 shares; 2023Q3: 5,703 shares 5,703 $54.9K 0.01% +46 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 242 shares; 2023Q2: not reported; 2023Q3: 700 shares 700 $54.7K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,395 shares; 2023Q2: 1,322 shares; 2023Q3: 986 shares 986 $54.5K 0.01% -336 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,042 shares; 2023Q2: 2,059 shares; 2023Q3: 2,077 shares 2,077 $54.4K 0.01% +18 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,231 shares; 2023Q2: 1,046 shares; 2023Q3: 1,061 shares 1,061 $54K 0.01% +15 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares 2,000 $54K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 237 shares; 2023Q3: 175 shares 175 $52.5K 0.01% -62 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 222 shares; 2023Q2: 222 shares; 2023Q3: 222 shares 222 $52.1K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares 2,500 $50.9K 0.01% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares 1,000 $49.8K 0.01% 0 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,200 shares 2,200 $49.5K 0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,500 shares; 2023Q2: 6,500 shares; 2023Q3: 6,500 shares 6,500 $49.3K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 384 shares; 2023Q2: 384 shares; 2023Q3: 384 shares 384 $47.6K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,850 shares; 2023Q2: 4,850 shares; 2023Q3: 4,850 shares 4,850 $46.2K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 329 shares; 2023Q2: 329 shares; 2023Q3: 229 shares 229 $45.8K 0.01% -100 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 613 shares; 2023Q2: 613 shares; 2023Q3: 614 shares 614 $45.8K 0.01% +1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 121 shares; 2023Q2: 121 shares; 2023Q3: 121 shares 121 $45.7K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 589 shares; 2023Q2: 566 shares; 2023Q3: 567 shares 567 $45.6K 0.01% +1 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 295 shares; 2023Q2: 295 shares; 2023Q3: 295 shares 295 $45.3K 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 491 shares; 2023Q2: 491 shares; 2023Q3: 491 shares 491 $45.2K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,009 shares; 2023Q2: 1,009 shares; 2023Q3: 1,009 shares 1,009 $45.2K 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 553 shares; 2023Q2: 553 shares; 2023Q3: 553 shares 553 $44.5K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 783 shares; 2023Q3: 783 shares 783 $44.5K 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares 136 $44.1K 0.01% 0 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,086 shares 1,086 $43.7K 0.01% new 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 738 shares; 2023Q2: 746 shares; 2023Q3: 753 shares 753 $42.8K 0.01% +7 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,015 shares; 2023Q2: 1,760 shares; 2023Q3: 1,406 shares 1,406 $42.4K 0.01% -354 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: 240 shares; 2023Q3: 240 shares 240 $41.1K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 535 shares; 2023Q2: 536 shares; 2023Q3: 542 shares 542 $41K 0.01% +6 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,365 shares; 2023Q2: 2,365 shares; 2023Q3: 2,365 shares 2,365 $40.9K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 809 shares; 2023Q2: 809 shares; 2023Q3: 809 shares 809 $40K 0.01% 0 PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,686 shares; 2023Q2: 1,686 shares; 2023Q3: 1,686 shares 1,686 $39.7K 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 527 shares; 2023Q2: 527 shares; 2023Q3: 527 shares 527 $39.2K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 440 shares; 2023Q2: 440 shares; 2023Q3: 440 shares 440 $39.1K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 525 shares 525 $38.9K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,179 shares; 2023Q2: 1,180 shares; 2023Q3: 1,181 shares 1,181 $38.9K 0.01% +1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,170 shares; 2023Q2: 1,170 shares; 2023Q3: 1,170 shares 1,170 $38.8K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 928 shares; 2023Q2: 928 shares; 2023Q3: 928 shares 928 $38.4K 0.01% 0 Timeline ETFMG ETFMG More: the full row for ETFMG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,825 shares; 2023Q2: 11,308 shares; 2023Q3: 10,505 shares 10,505 $38.3K 0.01% -803 CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 747 shares; 2023Q2: 748 shares; 2023Q3: 749 shares 749 $38.3K 0.01% +1 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 240 shares; 2023Q2: 241 shares; 2023Q3: 241 shares 241 $38.2K 0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 749 shares; 2023Q2: 750 shares; 2023Q3: 750 shares 750 $38K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,587 shares; 2023Q2: 2,587 shares; 2023Q3: 1,247 shares 1,247 $37.8K 0.01% -1,340 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 404 shares; 2023Q2: 409 shares; 2023Q3: 414 shares 414 $37.5K 0.01% +5 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,781 shares; 2023Q2: 2,781 shares; 2023Q3: 1,104 shares 1,104 $37.1K 0.01% -1,677 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 182 shares; 2023Q2: 183 shares; 2023Q3: 183 shares 183 $36.7K 0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 528 shares; 2023Q2: 247 shares; 2023Q3: 274 shares 274 $36.6K 0.01% +27 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 610 shares; 2023Q2: 610 shares; 2023Q3: 610 shares 610 $35.9K 0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares 500 $35.4K 0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares 700 $34.6K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: 192 shares; 2023Q3: 192 shares 192 $33.6K 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares 87 $33.5K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,693 shares; 2023Q2: 2,728 shares; 2023Q3: 1,702 shares 1,702 $33.3K 0.01% -1,026 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 495 shares; 2023Q2: 495 shares; 2023Q3: 495 shares 495 $32.6K 0.01% 0 AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 275 shares; 2023Q2: 275 shares; 2023Q3: 275 shares 275 $32.5K 0.01% 0 Timeline DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,462 shares; 2023Q2: 1,476 shares; 2023Q3: 1,476 shares 1,476 $32.4K 0.01% 0 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares 1,100 $32.3K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares 800 $31.1K 0.01% 0 Timeline FDL 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 926 shares; 2023Q2: 926 shares; 2023Q3: 926 shares 926 $31K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 149 shares; 2023Q2: 149 shares; 2023Q3: 149 shares 149 $30.8K 0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 331 shares; 2023Q2: 331 shares; 2023Q3: 331 shares 331 $30.6K 0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,253 shares; 2023Q2: 1,128 shares; 2023Q3: 1,128 shares 1,128 $30.4K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 339 shares; 2023Q2: 340 shares; 2023Q3: 594 shares 594 $30K 0.01% +254 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 436 shares; 2023Q2: 437 shares; 2023Q3: 437 shares 437 $29.9K 0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: 1,800 shares 1,800 $29.7K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 445 shares; 2023Q2: 306 shares; 2023Q3: 306 shares 306 $29.3K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 335 shares; 2023Q2: 335 shares; 2023Q3: 335 shares 335 $29.1K 0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 595 shares; 2023Q2: 609 shares; 2023Q3: 609 shares 609 $29K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 420 shares; 2023Q2: 380 shares; 2023Q3: 380 shares 380 $28.4K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 217 shares; 2023Q2: 912 shares; 2023Q3: 912 shares 912 $28K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 164 shares; 2023Q2: 164 shares; 2023Q3: 165 shares 165 $28K 0.01% +1 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 536 shares; 2023Q2: 537 shares; 2023Q3: 537 shares 537 $27.9K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares 87 $27.5K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,068 shares; 2023Q2: 1,068 shares; 2023Q3: 1,068 shares 1,068 $27.4K 0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 994 shares; 2023Q2: 994 shares; 2023Q3: 994 shares 994 $27.3K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 78 shares 78 $26.8K 0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 712 shares; 2023Q2: 715 shares; 2023Q3: 719 shares 719 $26.5K 0.01% +4 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 216 shares; 2023Q2: 217 shares; 2023Q3: 217 shares 217 $26.3K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 364 shares; 2023Q2: 364 shares; 2023Q3: 364 shares 364 $26.2K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 257 shares; 2023Q2: 257 shares; 2023Q3: 257 shares 257 $26.1K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 481 shares; 2023Q2: 483 shares; 2023Q3: 485 shares 485 $25.8K 0.01% +2 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,792 shares; 2023Q2: 4,364 shares; 2023Q3: 2,251 shares 2,251 $25.1K 0.01% -2,113 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 406 shares; 2023Q2: 409 shares; 2023Q3: 412 shares 412 $24.9K 0.01% +3 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,843 shares; 2023Q2: 4,736 shares; 2023Q3: 2,874 shares 2,874 $24.7K 0.01% -1,862 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 121 shares; 2023Q3: 121 shares 121 $24.3K 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: 325 shares 325 $23.9K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: 120 shares; 2023Q3: 121 shares 121 $23.8K 0.01% +1 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 725 shares 725 $23.7K 0.01% +650 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 364 shares; 2023Q2: 364 shares; 2023Q3: 364 shares 364 $23.5K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares 350 $23.1K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,568 shares; 2023Q2: 1,607 shares; 2023Q3: 1,646 shares 1,646 $23.1K 0.01% +39 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares 109 $22.7K 0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 653 shares; 2023Q2: 670 shares; 2023Q3: 685 shares 685 $22.4K 0.01% +15 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares 1,900 $22.3K 0.01% 0 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares 800 $22K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 356 shares; 2023Q2: 654 shares; 2023Q3: 657 shares 657 $21.8K 0.01% +3 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 76 shares; 2023Q3: 76 shares 76 $21.7K 0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 204 shares; 2023Q2: 174 shares; 2023Q3: 174 shares 174 $21.4K 0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 147 shares; 2023Q2: 147 shares; 2023Q3: 147 shares 147 $21.3K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 316 shares 316 $21.2K 0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,162 shares; 2023Q2: 1,162 shares; 2023Q3: 1,162 shares 1,162 $20.6K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 101 shares; 2023Q3: 102 shares 102 $20.6K 0.01% +1 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 625 shares; 2023Q3: 625 shares 625 $20.5K 0.01% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,881 shares; 2023Q2: 1,903 shares; 2023Q3: 1,926 shares 1,926 $20K 0.01% +23 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 779 shares 779 $20K 0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares 52 $19.6K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 399 shares; 2023Q2: 399 shares; 2023Q3: 399 shares 399 $19.6K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 212 shares 212 $19.5K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 35 shares; 2023Q3: 33 shares 33 $19.4K <0.01% -2 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,292 shares; 2023Q2: 2,629 shares; 2023Q3: 1,904 shares 1,904 $18.8K <0.01% -725 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares 300 $18.5K <0.01% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 458 shares; 2023Q2: 738 shares; 2023Q3: 590 shares 590 $18.5K <0.01% -148 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 240 shares; 2023Q2: 240 shares; 2023Q3: 240 shares 240 $18.5K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 130 shares; 2023Q2: 164 shares; 2023Q3: 164 shares 164 $18.4K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 380 shares; 2023Q2: 380 shares; 2023Q3: 382 shares 382 $17.5K <0.01% +2 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares 300 $17.4K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26 shares; 2023Q2: 27 shares; 2023Q3: 27 shares 27 $17.4K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares 1,000 $17.2K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 116 shares; 2023Q2: 116 shares; 2023Q3: 116 shares 116 $17.2K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 148 shares; 2023Q2: 148 shares; 2023Q3: 148 shares 148 $17K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 437 shares; 2023Q2: 437 shares; 2023Q3: 437 shares 437 $16.9K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares 357 $16.9K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares 153 $16.8K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares 166 $16.8K <0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,932 shares; 2023Q2: 1,956 shares; 2023Q3: 1,980 shares 1,980 $16.6K <0.01% +24 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 143 shares; 2023Q2: 143 shares; 2023Q3: 143 shares 143 $16.4K <0.01% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 670 shares; 2023Q2: 670 shares; 2023Q3: 670 shares 670 $16.3K <0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 234 shares; 2023Q2: 234 shares; 2023Q3: 234 shares 234 $16.2K <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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 932 shares; 2023Q2: 932 shares; 2023Q3: 932 shares 932 $16.2K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 212 shares 212 $16K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 122 shares 122 $16K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: 76 shares; 2023Q3: 76 shares 76 $15.4K <0.01% 0 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares 500 $15.3K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares 118 $15.3K <0.01% 0 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares 300 $15.2K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 984 shares; 2023Q2: 194 shares; 2023Q3: 194 shares 194 $15.1K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,215 shares; 2023Q2: 330 shares; 2023Q3: 275 shares 275 $15.1K <0.01% -55 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 215 shares; 2023Q2: 218 shares; 2023Q3: 222 shares 222 $14.9K <0.01% +4 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 643 shares; 2023Q2: 643 shares; 2023Q3: 643 shares 643 $14.9K <0.01% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,217 shares; 2023Q2: 3,232 shares; 2023Q3: 3,244 shares 3,244 $14.7K <0.01% +12 GRWG GROWGENERATION CORP More: the full row for GROWGENERATION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares 5,000 $14.6K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 575 shares; 2023Q2: 600 shares; 2023Q3: 600 shares 600 $14.6K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares 20 $14.5K <0.01% 0 Timeline VGK 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares 250 $14.5K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 316 shares 316 $14.4K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: 77 shares; 2023Q3: 77 shares 77 $14.2K <0.01% 0 Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares 144 $14.2K <0.01% 0 NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 234 shares; 2023Q2: 234 shares; 2023Q3: 234 shares 234 $14.2K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 970 shares; 2023Q2: 970 shares; 2023Q3: 970 shares 970 $14.1K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 418 shares; 2023Q2: 386 shares; 2023Q3: 387 shares 387 $14K <0.01% +1 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares 59 $14K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 163 shares; 2023Q2: 163 shares; 2023Q3: 163 shares 163 $13.9K <0.01% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: 103 shares; 2023Q3: 103 shares 103 $13.8K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,027 shares; 2023Q2: 508 shares; 2023Q3: 508 shares 508 $13.7K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares 144 $13.7K <0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 62 shares; 2023Q2: 62 shares; 2023Q3: 62 shares 62 $13.2K <0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares 86 $13K <0.01% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 337 shares; 2023Q2: 378 shares; 2023Q3: 800 shares 800 $12.8K <0.01% +422 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares 32 $12.8K <0.01% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares 250 $12.6K <0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares 47 $12.4K <0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares 96 $12.3K <0.01% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares 120 $12.3K <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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares 60 $12.2K <0.01% 0 Timeline VIPER VIPER More: the full row for VIPER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 199 shares; 2023Q3: 435 shares 435 $12.1K <0.01% +236 LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 19 shares 19 $12.1K <0.01% 0 WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,076 shares; 2023Q2: 539 shares; 2023Q3: 539 shares 539 $12K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 336 shares; 2023Q2: 341 shares; 2023Q3: 346 shares 346 $11.9K <0.01% +5 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 54 shares 54 $11.8K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 189 shares 189 $11.8K <0.01% 0 Timeline SITIO ROYALTIES CORP SITIO ROYALTIES CORP More: the full row for SITIO ROYALTIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 218 shares; 2023Q2: 244 shares; 2023Q3: 477 shares 477 $11.5K <0.01% +233 IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 107 shares; 2023Q2: 107 shares; 2023Q3: 107 shares 107 $11.2K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 271 shares; 2023Q2: 271 shares; 2023Q3: 271 shares 271 $11.1K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 148 shares; 2023Q2: 148 shares; 2023Q3: 148 shares 148 $11K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 352 shares; 2023Q2: 352 shares; 2023Q3: 352 shares 352 $11K <0.01% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 404 shares; 2023Q2: 79 shares; 2023Q3: 125 shares 125 $10.9K <0.01% +46 SMRT SMARTRENT INC More: the full row for SMARTRENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,242 shares; 2023Q3: 4,155 shares 4,155 $10.8K <0.01% +913 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,416 shares; 2023Q2: 1,416 shares; 2023Q3: 1,416 shares 1,416 $10.8K <0.01% 0 Timeline EG ACQUISITION CORP EG ACQUISITION CORP More: the full row for EG ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares 1,000 $10.7K <0.01% 0 GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 257 shares; 2023Q2: 155 shares; 2023Q3: 155 shares 155 $10.6K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares 100 $10.5K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares 46 $10.4K <0.01% 0 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 142 shares; 2023Q2: 142 shares; 2023Q3: 142 shares 142 $10.3K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 68 shares; 2023Q2: 69 shares; 2023Q3: 69 shares 69 $10.2K <0.01% 0 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: 171 shares; 2023Q3: 172 shares 172 $10.1K <0.01% +1 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares 2,000 $10.1K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares 153 $10.1K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: 100 shares; 2023Q3: 70 shares 70 $10K <0.01% -30 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares 150 $9.97K <0.01% 0 Timeline ZIOPHARM ONCOLOGY INC ZIOPHARM ONCOLOGY INC More: the full row for ZIOPHARM ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75,500 shares; 2023Q2: 75,500 shares; 2023Q3: 75,500 shares 75,500 $9.95K <0.01% 0 DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 955 shares; 2023Q2: 955 shares; 2023Q3: 955 shares 955 $9.81K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares 118 $9.81K <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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares 106 $9.71K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 643 shares; 2023Q2: 643 shares; 2023Q3: 643 shares 643 $9.71K <0.01% 0 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 372 shares; 2023Q2: 372 shares; 2023Q3: 372 shares 372 $9.45K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,021 shares; 2023Q2: 4,170 shares; 2023Q3: 274 shares 274 $9.24K <0.01% -3,896 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 121 shares; 2023Q2: 121 shares; 2023Q3: 121 shares 121 $9.09K <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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 102 shares; 2023Q2: 103 shares; 2023Q3: 103 shares 103 $8.99K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 261 shares; 2023Q2: 264 shares; 2023Q3: 265 shares 265 $8.93K <0.01% +1 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 176 shares; 2023Q2: 176 shares; 2023Q3: 176 shares 176 $8.92K <0.01% 0 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares 32 $8.6K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares 50 $8.5K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 124 shares; 2023Q2: 124 shares; 2023Q3: 124 shares 124 $8.4K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 249 shares; 2023Q2: 249 shares; 2023Q3: 249 shares 249 $8.39K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 19 shares 19 $8.36K <0.01% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares 100 $8.33K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares 46 $8.28K <0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: 105 shares; 2023Q3: 105 shares 105 $8.25K <0.01% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,082 shares; 2023Q2: 1,082 shares; 2023Q3: 1,082 shares 1,082 $8.16K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 265 shares; 2023Q2: 268 shares; 2023Q3: 271 shares 271 $7.96K <0.01% +3 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares 34 $7.96K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,240 shares; 2023Q2: 18 shares; 2023Q3: 18 shares 18 $7.83K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 123 shares; 2023Q2: 123 shares; 2023Q3: 123 shares 123 $7.79K <0.01% 0 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 234 shares; 2023Q2: 235 shares; 2023Q3: 235 shares 235 $7.77K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: 71 shares 71 $7.54K <0.01% 0 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares 99 $7.49K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares 35 $7.46K <0.01% 0 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 321 shares; 2023Q2: 325 shares; 2023Q3: 328 shares 328 $7.42K <0.01% +3 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 194 shares; 2023Q2: 194 shares; 2023Q3: 194 shares 194 $7.41K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 96 shares; 2023Q2: 764 shares; 2023Q3: 116 shares 116 $7.37K <0.01% -648 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: 378 shares; 2023Q3: 174 shares 174 $7.3K <0.01% -204 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares 59 $7.25K <0.01% 0 Timeline