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; 2022Q4: restricted; 2023Q1: 2,390,354 shares; 2023Q2: 2,453,400 shares; 2023Q3: 2,245,657 shares; 2023Q4: 2,068,912 shares; 2024Q1: 2,280,858 shares; 2024Q2: 2,308,627 shares; 2024Q3: 2,339,421 shares 2,339,421 $66.2M 12.52% +30,794 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; 2022Q4: restricted; 2023Q1: 1,669,179 shares; 2023Q2: 1,703,450 shares; 2023Q3: 1,001,120 shares; 2023Q4: 954,744 shares; 2024Q1: 1,040,355 shares; 2024Q2: 1,054,886 shares; 2024Q3: 1,094,863 shares 1,094,863 $43.5M 8.23% +39,977 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; 2022Q4: restricted; 2023Q1: 264,224 shares; 2023Q2: 281,661 shares; 2023Q3: 308,564 shares; 2023Q4: 300,535 shares; 2024Q1: 346,248 shares; 2024Q2: 353,840 shares; 2024Q3: 360,035 shares 360,035 $31.8M 6.01% +6,195 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; 2022Q4: restricted; 2023Q1: 1,603,925 shares; 2023Q2: 1,762,605 shares; 2023Q3: 1,574,284 shares; 2023Q4: 1,466,896 shares; 2024Q1: 1,574,394 shares; 2024Q2: 1,535,654 shares; 2024Q3: 1,363,060 shares 1,363,060 $31.6M 5.98% -172,594 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 367,734 shares; 2023Q2: 372,109 shares; 2023Q3: 355,378 shares; 2023Q4: 346,519 shares; 2024Q1: 437,305 shares; 2024Q2: 443,217 shares; 2024Q3: 449,192 shares 449,192 $30.3M 5.74% +5,975 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; 2022Q4: restricted; 2023Q1: 914,768 shares; 2023Q2: 972,583 shares; 2023Q3: 701,272 shares; 2023Q4: 690,200 shares; 2024Q1: 731,624 shares; 2024Q2: 736,799 shares; 2024Q3: 746,031 shares 746,031 $27.9M 5.28% +9,232 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; 2022Q4: restricted; 2023Q1: 791,805 shares; 2023Q2: 630,239 shares; 2023Q3: 829,523 shares; 2023Q4: 834,658 shares; 2024Q1: 956,239 shares; 2024Q2: 971,826 shares; 2024Q3: 1,013,751 shares 1,013,751 $22.1M 4.18% +41,925 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; 2022Q4: restricted; 2023Q1: 9,760 shares; 2023Q2: 9,526 shares; 2023Q3: 77,008 shares; 2023Q4: 79,155 shares; 2024Q1: 118,237 shares; 2024Q2: 118,767 shares; 2024Q3: 121,330 shares 121,330 $21.7M 4.11% +2,563 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 555,846 shares; 2023Q4: 562,715 shares; 2024Q1: 646,910 shares; 2024Q2: 654,344 shares; 2024Q3: 666,093 shares 666,093 $21.1M 3.99% +11,749 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 60,450 shares; 2023Q2: 60,195 shares; 2023Q3: 55,898 shares; 2023Q4: 54,939 shares; 2024Q1: 55,070 shares; 2024Q2: 55,215 shares; 2024Q3: 55,477 shares 55,477 $12.9M 2.44% +262 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 168,108 shares; 2024Q2: 177,767 shares; 2024Q3: 191,995 shares 191,995 $11.7M 2.22% +14,228 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 125,913 shares; 2023Q4: 125,416 shares; 2024Q1: 125,388 shares; 2024Q2: 128,785 shares; 2024Q3: 133,063 shares 133,063 $9.99M 1.89% +4,278 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 158,297 shares; 2023Q2: 207,084 shares; 2023Q3: 177,958 shares; 2023Q4: 184,343 shares; 2024Q1: 228,785 shares; 2024Q2: 231,277 shares; 2024Q3: 232,103 shares 232,103 $9.58M 1.81% +826 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,645 shares; 2023Q2: 20,339 shares; 2023Q3: 19,837 shares; 2023Q4: 17,370 shares; 2024Q1: 17,044 shares; 2024Q2: 16,928 shares; 2024Q3: 17,337 shares 17,337 $7.02M 1.33% +409 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,575 shares; 2023Q2: 16,117 shares; 2023Q3: 15,126 shares; 2023Q4: 15,402 shares; 2024Q1: 15,565 shares; 2024Q2: 15,659 shares; 2024Q3: 15,871 shares 15,871 $6.83M 1.29% +212 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,135 shares; 2023Q2: 5,359 shares; 2023Q3: 18,238 shares; 2023Q4: 19,723 shares; 2024Q1: 68,098 shares; 2024Q2: 70,486 shares; 2024Q3: 70,356 shares 70,356 $5.68M 1.07% -130 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,969 shares; 2023Q2: 17,854 shares; 2023Q3: 18,452 shares; 2023Q4: 18,842 shares; 2024Q1: 19,145 shares; 2024Q2: 19,093 shares; 2024Q3: 18,741 shares 18,741 $4.76M 0.9% -352 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,106 shares; 2023Q2: 20,747 shares; 2023Q3: 20,551 shares; 2023Q4: 21,148 shares; 2024Q1: 21,682 shares; 2024Q2: 21,674 shares; 2024Q3: 21,844 shares 21,844 $4.61M 0.87% +170 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,414 shares; 2023Q2: 3,648 shares; 2023Q3: 3,198 shares; 2023Q4: 3,122 shares; 2024Q1: 2,597 shares; 2024Q2: 2,659 shares; 2024Q3: 26,450 shares 26,450 $4.56M 0.86% +23,791 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,863 shares; 2023Q2: 3,293 shares; 2023Q3: 3,392 shares; 2023Q4: 3,397 shares; 2024Q1: 3,577 shares; 2024Q2: 4,933 shares; 2024Q3: 24,059 shares 24,059 $4.48M 0.85% +19,126 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 49,815 shares; 2023Q2: 52,162 shares; 2023Q3: 49,259 shares; 2023Q4: 48,857 shares; 2024Q1: 49,875 shares; 2024Q2: 49,860 shares; 2024Q3: 49,669 shares 49,669 $4.48M 0.85% -191 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,396 shares; 2023Q2: 12,452 shares; 2023Q3: 15,565 shares; 2023Q4: 15,807 shares; 2024Q1: 16,713 shares; 2024Q2: 16,840 shares; 2024Q3: 17,112 shares 17,112 $3.98M 0.75% +272 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,607 shares; 2023Q2: 5,569 shares; 2023Q3: 5,783 shares; 2023Q4: 5,922 shares; 2024Q1: 6,543 shares; 2024Q2: 6,674 shares; 2024Q3: 6,764 shares 6,764 $3.95M 0.75% +90 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,625 shares; 2023Q2: 13,835 shares; 2023Q3: 12,971 shares; 2023Q4: 13,386 shares; 2024Q1: 13,938 shares; 2024Q2: 14,072 shares; 2024Q3: 14,377 shares 14,377 $3.95M 0.75% +305 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; 2022Q4: restricted; 2023Q1: 16,975 shares; 2023Q2: 17,498 shares; 2023Q3: 15,201 shares; 2023Q4: 15,629 shares; 2024Q1: 16,766 shares; 2024Q2: 16,968 shares; 2024Q3: 17,288 shares 17,288 $3.72M 0.7% +320 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 686 shares; 2024Q2: 686 shares; 2024Q3: 12,423 shares 12,423 $3.7M 0.7% +11,737 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 35,169 shares; 2023Q2: 32,644 shares; 2023Q3: 63,216 shares; 2023Q4: 64,129 shares; 2024Q1: 67,173 shares; 2024Q2: 67,265 shares; 2024Q3: 68,667 shares 68,667 $3.6M 0.68% +1,402 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; 2022Q4: restricted; 2023Q1: 4,596 shares; 2023Q2: 4,757 shares; 2023Q3: 5,153 shares; 2023Q4: 5,280 shares; 2024Q1: 5,565 shares; 2024Q2: 5,690 shares; 2024Q3: 5,865 shares 5,865 $3.52M 0.67% +175 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,583 shares; 2023Q2: 5,769 shares; 2023Q3: 5,615 shares; 2023Q4: 5,745 shares; 2024Q1: 6,116 shares; 2024Q2: 6,193 shares; 2024Q3: 6,318 shares 6,318 $3.52M 0.66% +125 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; 2022Q4: restricted; 2023Q1: 502 shares; 2023Q2: 632 shares; 2023Q3: 731 shares; 2023Q4: 18,095 shares; 2024Q1: 19,919 shares; 2024Q2: 19,975 shares; 2024Q3: 20,191 shares 20,191 $3.48M 0.66% +216 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 149 shares; 2023Q2: 65 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 34,152 shares; 2024Q2: 34,320 shares; 2024Q3: 33,129 shares 33,129 $3.08M 0.58% -1,191 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 34,790 shares; 2023Q3: 36,271 shares; 2023Q4: 48,061 shares; 2024Q1: 59,232 shares; 2024Q2: 62,256 shares; 2024Q3: 59,809 shares 59,809 $3.01M 0.57% -2,447 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,158 shares; 2023Q2: 8,109 shares; 2023Q3: 6,747 shares; 2023Q4: 6,873 shares; 2024Q1: 6,903 shares; 2024Q2: 6,383 shares; 2024Q3: 5,931 shares 5,931 $2.89M 0.55% -452 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 28,464 shares; 2023Q2: 48,506 shares; 2023Q3: 46,338 shares; 2023Q4: 36,750 shares; 2024Q1: 39,952 shares; 2024Q2: 48,518 shares; 2024Q3: 49,459 shares 49,459 $2.43M 0.46% +941 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 32,204 shares; 2023Q2: 31,498 shares; 2023Q3: 31,498 shares; 2023Q4: 28,915 shares; 2024Q1: 28,918 shares; 2024Q2: 26,647 shares; 2024Q3: 26,455 shares 26,455 $2.42M 0.46% -192 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; 2022Q4: restricted; 2023Q1: 93,030 shares; 2023Q2: 80,670 shares; 2023Q3: 73,874 shares; 2023Q4: 73,117 shares; 2024Q1: 61,364 shares; 2024Q2: 52,713 shares; 2024Q3: 51,371 shares 51,371 $2.37M 0.45% -1,342 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,693 shares; 2023Q2: 5,520 shares; 2023Q3: 5,980 shares; 2023Q4: 7,195 shares; 2024Q1: 7,769 shares; 2024Q2: 7,887 shares; 2024Q3: 8,137 shares 8,137 $2.3M 0.44% +250 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,895 shares; 2023Q2: 1,636 shares; 2023Q3: 1,453 shares; 2023Q4: 1,550 shares; 2024Q1: 1,640 shares; 2024Q2: 16,430 shares; 2024Q3: 17,100 shares 17,100 $2.08M 0.39% +670 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,545 shares; 2023Q2: 2,647 shares; 2023Q3: 2,647 shares; 2023Q4: 2,573 shares; 2024Q1: 3,040 shares; 2024Q2: 3,118 shares; 2024Q3: 3,068 shares 3,068 $1.77M 0.33% -50 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; 2022Q4: restricted; 2023Q1: 43,690 shares; 2023Q2: 43,690 shares; 2023Q3: 42,065 shares; 2023Q4: 43,365 shares; 2024Q1: 41,230 shares; 2024Q2: 41,230 shares; 2024Q3: 41,230 shares 41,230 $1.7M 0.32% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 37,908 shares; 2023Q2: 33,843 shares; 2023Q3: 32,900 shares; 2023Q4: 32,893 shares; 2024Q1: 32,465 shares; 2024Q2: 42,102 shares; 2024Q3: 41,934 shares 41,934 $1.66M 0.31% -168 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; 2022Q4: restricted; 2023Q1: 4,469 shares; 2023Q2: 31,339 shares; 2023Q3: 31,339 shares; 2023Q4: 29,972 shares; 2024Q1: 29,972 shares; 2024Q2: 32,359 shares; 2024Q3: 33,359 shares 33,359 $1.62M 0.31% +1,000 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 825 shares; 2023Q2: 826 shares; 2023Q3: 801 shares; 2023Q4: 3,334 shares; 2024Q1: 3,540 shares; 2024Q2: 3,801 shares; 2024Q3: 4,099 shares 4,099 $1.57M 0.3% +298 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,987 shares; 2023Q2: 11,992 shares; 2023Q3: 11,454 shares; 2023Q4: 10,509 shares; 2024Q1: 10,511 shares; 2024Q2: 10,512 shares; 2024Q3: 10,515 shares 10,515 $1.42M 0.27% +3 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; 2022Q4: restricted; 2023Q1: 40,178 shares; 2023Q2: 40,097 shares; 2023Q3: 39,973 shares; 2023Q4: 37,941 shares; 2024Q1: 17,512 shares; 2024Q2: 18,322 shares; 2024Q3: 17,875 shares 17,875 $1.28M 0.24% -447 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; 2022Q4: restricted; 2023Q1: 3,012 shares; 2023Q2: 4,660 shares; 2023Q3: 8,875 shares; 2023Q4: 32,208 shares; 2024Q1: 20,463 shares; 2024Q2: 22,457 shares; 2024Q3: 23,990 shares 23,990 $1.27M 0.24% +1,533 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,449 shares; 2023Q2: 10,033 shares; 2023Q3: 10,829 shares; 2023Q4: 11,452 shares; 2024Q1: 11,226 shares; 2024Q2: 9,922 shares; 2024Q3: 10,037 shares 10,037 $1.26M 0.24% +115 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; 2022Q4: restricted; 2023Q1: 7,529 shares; 2023Q2: 6,710 shares; 2023Q3: 6,710 shares; 2023Q4: 3,907 shares; 2024Q1: 3,707 shares; 2024Q2: 3,724 shares; 2024Q3: 2,951 shares 2,951 $1.25M 0.24% -773 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; 2022Q4: restricted; 2023Q1: 32,292 shares; 2023Q2: 32,292 shares; 2023Q3: 30,792 shares; 2023Q4: 33,292 shares; 2024Q1: 33,292 shares; 2024Q2: 33,292 shares; 2024Q3: 32,592 shares 32,592 $1.2M 0.23% -700 Timeline 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; 2022Q4: restricted; 2023Q1: 43,224 shares; 2023Q2: 53,149 shares; 2023Q3: 53,261 shares; 2023Q4: 53,428 shares; 2024Q1: 53,552 shares; 2024Q2: 53,664 shares; 2024Q3: 53,780 shares 53,780 $1.18M 0.22% +116 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 484 shares; 2023Q2: 488 shares; 2023Q3: 491 shares; 2023Q4: 5,132 shares; 2024Q1: 5,538 shares; 2024Q2: 6,096 shares; 2024Q3: 6,671 shares 6,671 $1.16M 0.22% +575 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; 2022Q4: restricted; 2023Q1: 9,007 shares; 2023Q2: 28,368 shares; 2023Q3: 28,368 shares; 2023Q4: 27,368 shares; 2024Q1: 27,368 shares; 2024Q2: 30,354 shares; 2024Q3: 30,354 shares 30,354 $1.09M 0.21% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,251 shares; 2023Q2: 2,162 shares; 2023Q3: 2,142 shares; 2023Q4: 2,081 shares; 2024Q1: 2,142 shares; 2024Q2: 1,964 shares; 2024Q3: 1,893 shares 1,893 $1.09M 0.21% -71 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; 2022Q4: restricted; 2023Q1: 1,280 shares; 2023Q2: 1,387 shares; 2023Q3: 1,450 shares; 2023Q4: 1,426 shares; 2024Q1: 1,187 shares; 2024Q2: 1,189 shares; 2024Q3: 1,219 shares 1,219 $1.08M 0.2% +30 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; 2022Q4: restricted; 2023Q1: 19,423 shares; 2023Q2: 19,423 shares; 2023Q3: 24,539 shares; 2023Q4: 24,289 shares; 2024Q1: 24,289 shares; 2024Q2: 23,555 shares; 2024Q3: 27,978 shares 27,978 $1.08M 0.2% +4,423 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,835 shares; 2023Q2: 4,717 shares; 2023Q3: 4,754 shares; 2023Q4: 4,854 shares; 2024Q1: 4,717 shares; 2024Q2: 4,651 shares; 2024Q3: 4,679 shares 4,679 $1.03M 0.2% +28 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,118 shares; 2023Q2: 6,133 shares; 2023Q3: 6,179 shares; 2023Q4: 6,576 shares; 2024Q1: 6,411 shares; 2024Q2: 6,214 shares; 2024Q3: 6,378 shares 6,378 $1.03M 0.2% +164 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; 2022Q4: restricted; 2023Q1: 14,978 shares; 2023Q2: 14,978 shares; 2023Q3: 14,978 shares; 2023Q4: 17,728 shares; 2024Q1: 20,771 shares; 2024Q2: 20,771 shares; 2024Q3: 20,771 shares 20,771 $965K 0.18% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,552 shares; 2023Q2: 4,455 shares; 2023Q3: 4,455 shares; 2023Q4: 4,342 shares; 2024Q1: 4,345 shares; 2024Q2: 4,917 shares; 2024Q3: 4,366 shares 4,366 $964K 0.18% -551 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; 2022Q4: restricted; 2023Q1: 34,591 shares; 2023Q2: 35,699 shares; 2023Q3: 30,899 shares; 2023Q4: 14,747 shares; 2024Q1: 14,672 shares; 2024Q2: 11,311 shares; 2024Q3: 9,021 shares 9,021 $908K 0.17% -2,290 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,961 shares; 2023Q2: 2,161 shares; 2023Q3: 2,045 shares; 2023Q4: 2,068 shares; 2024Q1: 2,135 shares; 2024Q2: 2,142 shares; 2024Q3: 1,956 shares 1,956 $900K 0.17% -186 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,691 shares; 2023Q2: 10,170 shares; 2023Q3: 11,449 shares; 2023Q4: 11,812 shares; 2024Q1: 12,816 shares; 2024Q2: 13,198 shares; 2024Q3: 13,837 shares 13,837 $896K 0.17% +639 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,425 shares; 2023Q2: 6,682 shares; 2023Q3: 6,297 shares; 2023Q4: 2,851 shares; 2024Q1: 3,862 shares; 2024Q2: 7,317 shares; 2024Q3: 7,635 shares 7,635 $895K 0.17% +318 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; 2022Q4: restricted; 2023Q1: 35,415 shares; 2023Q2: 35,415 shares; 2023Q3: 35,415 shares; 2023Q4: 36,741 shares; 2024Q1: 36,741 shares; 2024Q2: 21,243 shares; 2024Q3: 21,243 shares 21,243 $827K 0.16% 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; 2022Q4: restricted; 2023Q1: 1,076 shares; 2023Q2: 1,035 shares; 2023Q3: 1,005 shares; 2023Q4: 750 shares; 2024Q1: 667 shares; 2024Q2: 627 shares; 2024Q3: 627 shares 627 $798K 0.15% 0 PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,033 shares; 2023Q2: 4,128 shares; 2023Q3: 4,301 shares; 2023Q4: 4,410 shares; 2024Q1: 4,439 shares; 2024Q2: 4,445 shares; 2024Q3: 4,514 shares 4,514 $782K 0.15% +69 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; 2022Q4: restricted; 2023Q1: 3,643 shares; 2023Q2: 3,656 shares; 2023Q3: 3,668 shares; 2023Q4: 3,681 shares; 2024Q1: 3,692 shares; 2024Q2: 3,692 shares; 2024Q3: 3,712 shares 3,712 $767K 0.15% +20 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; 2022Q4: restricted; 2023Q1: 11,611 shares; 2023Q2: 11,611 shares; 2023Q3: 14,111 shares; 2023Q4: 14,111 shares; 2024Q1: 14,111 shares; 2024Q2: 16,400 shares; 2024Q3: 18,605 shares 18,605 $753K 0.14% +2,205 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,615 shares 27,615 $747K 0.14% new Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,434 shares; 2024Q2: 13,757 shares; 2024Q3: 13,587 shares 13,587 $706K 0.13% -170 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; 2022Q4: restricted; 2023Q1: 51,197 shares; 2023Q2: 44,939 shares; 2023Q3: 44,945 shares; 2023Q4: 47,279 shares; 2024Q1: 44,963 shares; 2024Q2: 44,992 shares; 2024Q3: 42,981 shares 42,981 $679K 0.13% -2,011 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; 2022Q4: restricted; 2023Q1: 15,598 shares; 2023Q2: 15,598 shares; 2023Q3: 15,598 shares; 2023Q4: 15,598 shares; 2024Q1: 15,598 shares; 2024Q2: 15,598 shares; 2024Q3: 15,598 shares 15,598 $676K 0.13% 0 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; 2022Q4: restricted; 2023Q1: 313,067 shares; 2023Q2: 313,067 shares; 2023Q3: 313,067 shares; 2023Q4: 313,067 shares; 2024Q1: 313,067 shares; 2024Q2: 467,048 shares; 2024Q3: 467,048 shares 467,048 $675K 0.13% 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; 2022Q4: restricted; 2023Q1: 2,524 shares; 2023Q2: 2,349 shares; 2023Q3: 2,349 shares; 2023Q4: 2,324 shares; 2024Q1: 2,324 shares; 2024Q2: 2,326 shares; 2024Q3: 2,574 shares 2,574 $673K 0.13% +248 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 28,197 shares; 2023Q2: 27,707 shares; 2023Q3: 24,039 shares; 2023Q4: 24,627 shares; 2024Q1: 25,814 shares; 2024Q2: 25,714 shares; 2024Q3: 4,056 shares 4,056 $673K 0.13% -21,658 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,637 shares; 2023Q2: 5,637 shares; 2023Q3: 5,637 shares; 2023Q4: 5,637 shares; 2024Q1: 5,637 shares; 2024Q2: 5,637 shares; 2024Q3: 5,637 shares 5,637 $663K 0.13% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,926 shares; 2023Q2: 5,654 shares; 2023Q3: 5,661 shares; 2023Q4: 5,801 shares; 2024Q1: 5,676 shares; 2024Q2: 5,682 shares; 2024Q3: 5,689 shares 5,689 $646K 0.12% +7 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; 2022Q4: restricted; 2023Q1: 11,703 shares; 2023Q2: 11,703 shares; 2023Q3: 11,703 shares; 2023Q4: 18,283 shares; 2024Q1: 18,283 shares; 2024Q2: 18,283 shares; 2024Q3: 16,268 shares 16,268 $623K 0.12% -2,015 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,621 shares; 2023Q2: 2,621 shares; 2023Q3: 2,621 shares; 2023Q4: 2,621 shares; 2024Q1: 2,621 shares; 2024Q2: 2,621 shares; 2024Q3: 2,621 shares 2,621 $614K 0.12% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 954 shares; 2024Q2: 954 shares; 2024Q3: 954 shares 954 $603K 0.11% 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; 2022Q4: restricted; 2023Q1: 5,303 shares; 2023Q2: 3,326 shares; 2023Q3: 2,744 shares; 2023Q4: 3,030 shares; 2024Q1: 2,958 shares; 2024Q2: 2,967 shares; 2024Q3: 2,975 shares 2,975 $588K 0.11% +8 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,083 shares; 2023Q2: 16,035 shares; 2023Q3: 16,571 shares; 2023Q4: 15,219 shares; 2024Q1: 12,528 shares; 2024Q2: 13,739 shares; 2024Q3: 12,635 shares 12,635 $567K 0.11% -1,104 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; 2022Q4: restricted; 2023Q1: 28,280 shares; 2023Q2: 28,313 shares; 2023Q3: 28,349 shares; 2023Q4: 19,357 shares; 2024Q1: 19,390 shares; 2024Q2: 19,390 shares; 2024Q3: 19,391 shares 19,391 $564K 0.11% +1 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,276 shares; 2023Q2: 22,348 shares; 2023Q3: 21,087 shares; 2023Q4: 19,164 shares; 2024Q1: 16,306 shares; 2024Q2: 26,300 shares; 2024Q3: 25,375 shares 25,375 $558K 0.11% -925 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,001 shares; 2024Q3: 2,001 shares 2,001 $551K 0.1% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,770 shares; 2023Q2: 5,076 shares; 2023Q3: 5,082 shares; 2023Q4: 2,708 shares; 2024Q1: 2,713 shares; 2024Q2: 2,713 shares; 2024Q3: 2,720 shares 2,720 $539K 0.1% +7 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,875 shares; 2023Q4: 5,875 shares; 2024Q1: 5,875 shares; 2024Q2: 11,677 shares; 2024Q3: 18,462 shares 18,462 $538K 0.1% +6,785 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,550 shares; 2023Q4: 7,550 shares; 2024Q1: 7,083 shares; 2024Q2: 7,083 shares; 2024Q3: 13,890 shares 13,890 $526K 0.1% +6,807 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 393 shares; 2023Q2: 394 shares; 2023Q3: 395 shares; 2023Q4: 1,940 shares; 2024Q1: 2,106 shares; 2024Q2: 2,136 shares; 2024Q3: 2,210 shares 2,210 $524K 0.1% +74 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; 2022Q4: restricted; 2023Q1: 16,489 shares; 2023Q2: 24,563 shares; 2023Q3: 24,563 shares; 2023Q4: 19,486 shares; 2024Q1: 19,486 shares; 2024Q2: 14,409 shares; 2024Q3: 9,785 shares 9,785 $501K 0.09% -4,624 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4 shares; 2023Q2: 5 shares; 2023Q3: 4,397 shares; 2023Q4: 4,220 shares; 2024Q1: 5,047 shares; 2024Q2: 5,470 shares; 2024Q3: 5,282 shares 5,282 $494K 0.09% -188 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; 2022Q4: restricted; 2023Q1: 2,808 shares; 2023Q2: 2,808 shares; 2023Q3: 4,337 shares; 2023Q4: 10,097 shares; 2024Q1: 10,097 shares; 2024Q2: 9,850 shares; 2024Q3: 9,850 shares 9,850 $492K 0.09% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,082 shares; 2023Q2: 6,064 shares; 2023Q3: 6,239 shares; 2023Q4: 6,293 shares; 2024Q1: 6,293 shares; 2024Q2: 6,305 shares; 2024Q3: 6,222 shares 6,222 $491K 0.09% -83 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,039 shares; 2023Q2: 4,534 shares; 2023Q3: 4,551 shares; 2023Q4: 4,571 shares; 2024Q1: 4,583 shares; 2024Q2: 4,583 shares; 2024Q3: 4,550 shares 4,550 $486K 0.09% -33 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,543 shares; 2023Q2: 1,543 shares; 2023Q3: 1,543 shares; 2023Q4: 1,543 shares; 2024Q1: 1,543 shares; 2024Q2: 1,293 shares; 2024Q3: 1,293 shares 1,293 $485K 0.09% 0 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; 2022Q4: restricted; 2023Q1: 2,400 shares; 2023Q2: 2,400 shares; 2023Q3: 2,400 shares; 2023Q4: 5,575 shares; 2024Q1: 13,011 shares; 2024Q2: 13,011 shares; 2024Q3: 13,011 shares 13,011 $482K 0.09% 0 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; 2022Q4: restricted; 2023Q1: 11,232 shares; 2023Q2: 11,232 shares; 2023Q3: 11,232 shares; 2023Q4: 11,208 shares; 2024Q1: 10,737 shares; 2024Q2: 10,737 shares; 2024Q3: 10,737 shares 10,737 $477K 0.09% 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; 2022Q4: restricted; 2023Q1: 3,366 shares; 2023Q2: 3,372 shares; 2023Q3: 3,327 shares; 2023Q4: 3,077 shares; 2024Q1: 2,981 shares; 2024Q2: 2,985 shares; 2024Q3: 2,986 shares 2,986 $465K 0.09% +1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,127 shares; 2023Q2: 2,195 shares; 2023Q3: 2,359 shares; 2023Q4: 2,420 shares; 2024Q1: 2,548 shares; 2024Q2: 2,550 shares; 2024Q3: 2,733 shares 2,733 $465K 0.09% +183 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 8,350 shares; 2023Q4: 8,350 shares; 2024Q1: 8,350 shares; 2024Q2: 8,350 shares; 2024Q3: 10,290 shares 10,290 $449K 0.09% +1,940 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,113 shares; 2023Q2: 3,117 shares; 2023Q3: 3,121 shares; 2023Q4: 1,699 shares; 2024Q1: 1,703 shares; 2024Q2: 2,988 shares; 2024Q3: 2,988 shares 2,988 $440K 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; 2022Q4: restricted; 2023Q1: 4,578 shares; 2023Q2: 4,808 shares; 2023Q3: 5,801 shares; 2023Q4: 16,051 shares; 2024Q1: 8,790 shares; 2024Q2: 8,947 shares; 2024Q3: 7,381 shares 7,381 $439K 0.08% -1,566 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; 2022Q4: restricted; 2023Q1: 861 shares; 2023Q2: 801 shares; 2023Q3: 1,238 shares; 2023Q4: 1,323 shares; 2024Q1: 1,464 shares; 2024Q2: 1,469 shares; 2024Q3: 1,599 shares 1,599 $433K 0.08% +130 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 533 shares; 2023Q2: 568 shares; 2023Q3: 629 shares; 2023Q4: 638 shares; 2024Q1: 693 shares; 2024Q2: 694 shares; 2024Q3: 736 shares 736 $430K 0.08% +42 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; 2022Q4: restricted; 2023Q1: 6,595 shares; 2023Q2: 6,595 shares; 2023Q3: 6,595 shares; 2023Q4: 6,595 shares; 2024Q1: 12,934 shares; 2024Q2: 12,934 shares; 2024Q3: 11,838 shares 11,838 $427K 0.08% -1,096 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; 2022Q4: restricted; 2023Q1: 9,420 shares; 2023Q2: 9,420 shares; 2023Q3: 7,920 shares; 2023Q4: 6,295 shares; 2024Q1: 10,688 shares; 2024Q2: 10,688 shares; 2024Q3: 10,273 shares 10,273 $403K 0.08% -415 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,543 shares; 2023Q2: 1,426 shares; 2023Q3: 1,427 shares; 2023Q4: 1,427 shares; 2024Q1: 1,428 shares; 2024Q2: 1,024 shares; 2024Q3: 1,024 shares 1,024 $401K 0.08% 0 Timeline QQQM 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 493 shares; 2024Q1: 847 shares; 2024Q2: 1,754 shares; 2024Q3: 1,978 shares 1,978 $397K 0.08% +224 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,203 shares; 2023Q3: 10,203 shares; 2023Q4: 10,445 shares; 2024Q1: 10,445 shares; 2024Q2: 10,445 shares; 2024Q3: 10,540 shares 10,540 $394K 0.07% +95 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; 2022Q4: restricted; 2023Q1: 3,317 shares; 2023Q2: 3,317 shares; 2023Q3: 3,317 shares; 2023Q4: 3,317 shares; 2024Q1: 3,317 shares; 2024Q2: 3,317 shares; 2024Q3: 3,317 shares 3,317 $390K 0.07% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,204 shares; 2023Q2: 1,068 shares; 2023Q3: 1,223 shares; 2023Q4: 1,216 shares; 2024Q1: 6,553 shares; 2024Q2: 6,185 shares; 2024Q3: 6,189 shares 6,189 $386K 0.07% +4 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 915 shares; 2023Q2: 1,325 shares; 2023Q3: 1,654 shares; 2023Q4: 1,783 shares; 2024Q1: 1,921 shares; 2024Q2: 1,921 shares; 2024Q3: 2,021 shares 2,021 $363K 0.07% +100 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; 2022Q4: restricted; 2023Q1: 560 shares; 2023Q2: 560 shares; 2023Q3: 560 shares; 2023Q4: 560 shares; 2024Q1: 560 shares; 2024Q2: 560 shares; 2024Q3: 560 shares 560 $328K 0.06% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,539 shares; 2023Q2: 1,540 shares; 2023Q3: 1,540 shares; 2023Q4: 1,542 shares; 2024Q1: 1,542 shares; 2024Q2: 1,542 shares; 2024Q3: 1,517 shares 1,517 $308K 0.06% -25 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,261 shares; 2023Q2: 1,294 shares; 2023Q3: 1,304 shares; 2023Q4: 1,305 shares; 2024Q1: 1,526 shares; 2024Q2: 1,550 shares; 2024Q3: 1,548 shares 1,548 $305K 0.06% -2 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; 2022Q4: restricted; 2023Q1: 308 shares; 2023Q2: 1,260 shares; 2023Q3: 1,262 shares; 2023Q4: 1,264 shares; 2024Q1: 1,266 shares; 2024Q2: 1,348 shares; 2024Q3: 1,350 shares 1,350 $305K 0.06% +2 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,091 shares; 2023Q2: 2,273 shares; 2023Q3: 2,306 shares; 2023Q4: 2,310 shares; 2024Q1: 2,710 shares; 2024Q2: 2,595 shares; 2024Q3: 2,601 shares 2,601 $304K 0.06% +6 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 1,798 shares; 2024Q3: 4,931 shares 4,931 $300K 0.06% +3,133 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; 2022Q4: restricted; 2023Q1: 2,932 shares; 2023Q2: 2,932 shares; 2023Q3: 4,708 shares; 2023Q4: 4,708 shares; 2024Q1: 5,757 shares; 2024Q2: 5,757 shares; 2024Q3: 4,780 shares 4,780 $300K 0.06% -977 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,158 shares; 2023Q2: 18,163 shares; 2023Q3: 16,118 shares; 2023Q4: 8,499 shares; 2024Q1: 8,497 shares; 2024Q2: 3,581 shares; 2024Q3: 3,587 shares 3,587 $298K 0.06% +6 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; 2022Q4: restricted; 2023Q1: 2,127 shares; 2023Q2: 2,275 shares; 2023Q3: 3,443 shares; 2023Q4: 3,454 shares; 2024Q1: 4,027 shares; 2024Q2: 4,187 shares; 2024Q3: 3,998 shares 3,998 $294K 0.06% -189 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,093 shares; 2023Q2: 2,298 shares; 2023Q3: 2,706 shares; 2023Q4: 2,912 shares; 2024Q1: 2,954 shares; 2024Q2: 2,970 shares; 2024Q3: 3,444 shares 3,444 $291K 0.06% +474 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,961 shares; 2023Q3: 3,981 shares; 2023Q4: 4,002 shares; 2024Q1: 4,019 shares; 2024Q2: 4,019 shares; 2024Q3: 4,055 shares 4,055 $291K 0.06% +36 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 41,834 shares; 2023Q2: 49,916 shares; 2023Q3: 32,432 shares; 2023Q4: 8,636 shares; 2024Q1: 8,636 shares; 2024Q2: 8,636 shares; 2024Q3: 5,647 shares 5,647 $287K 0.05% -2,989 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; 2022Q4: restricted; 2023Q1: 9,450 shares; 2023Q2: 7,954 shares; 2023Q3: 6,711 shares; 2023Q4: 6,631 shares; 2024Q1: 6,631 shares; 2024Q2: 6,631 shares; 2024Q3: 6,631 shares 6,631 $284K 0.05% 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; 2022Q4: restricted; 2023Q1: 426 shares; 2023Q2: 427 shares; 2023Q3: 488 shares; 2023Q4: 505 shares; 2024Q1: 534 shares; 2024Q2: 534 shares; 2024Q3: 568 shares 568 $279K 0.05% +34 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 237 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 509 shares; 2024Q2: 410 shares; 2024Q3: 485 shares 485 $278K 0.05% +75 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,519 shares; 2023Q2: 2,427 shares; 2023Q3: 2,443 shares; 2023Q4: 2,382 shares; 2024Q1: 2,224 shares; 2024Q2: 2,240 shares; 2024Q3: 2,255 shares 2,255 $274K 0.05% +15 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,656 shares; 2023Q2: 1,657 shares; 2023Q3: 1,575 shares; 2023Q4: 1,576 shares; 2024Q1: 1,577 shares; 2024Q2: 1,578 shares; 2024Q3: 1,578 shares 1,578 $269K 0.05% 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; 2022Q4: restricted; 2023Q1: 3,358 shares; 2023Q2: 3,358 shares; 2023Q3: 3,358 shares; 2023Q4: 3,358 shares; 2024Q1: 3,358 shares; 2024Q2: 3,358 shares; 2024Q3: 7,858 shares 7,858 $266K 0.05% +4,500 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,122 shares; 2023Q2: 2,217 shares; 2023Q3: 1,624 shares; 2023Q4: 250 shares; 2024Q1: not reported; 2024Q2: 2,446 shares; 2024Q3: 2,321 shares 2,321 $252K 0.05% -125 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,429 shares; 2024Q3: 7,789 shares 7,789 $248K 0.05% +6,360 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; 2022Q4: restricted; 2023Q1: 1,492 shares; 2023Q2: 1,552 shares; 2023Q3: 1,695 shares; 2023Q4: 1,724 shares; 2024Q1: 1,575 shares; 2024Q2: 1,575 shares; 2024Q3: 1,725 shares 1,725 $248K 0.05% +150 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; 2022Q4: restricted; 2023Q1: 1,490 shares; 2023Q2: 1,823 shares; 2023Q3: 1,381 shares; 2023Q4: 1,633 shares; 2024Q1: 2,924 shares; 2024Q2: 3,268 shares; 2024Q3: 4,112 shares 4,112 $246K 0.05% +844 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; 2022Q4: restricted; 2023Q1: 398 shares; 2023Q2: 436 shares; 2023Q3: 489 shares; 2023Q4: 510 shares; 2024Q1: 577 shares; 2024Q2: 580 shares; 2024Q3: 689 shares 689 $243K 0.05% +109 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 921 shares; 2023Q2: 4,712 shares; 2023Q3: 57 shares; 2023Q4: 6,856 shares; 2024Q1: 4,403 shares; 2024Q2: 3,888 shares; 2024Q3: 6,069 shares 6,069 $237K 0.04% +2,181 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; 2022Q4: restricted; 2023Q1: 6,180 shares; 2023Q2: 5,508 shares; 2023Q3: 5,520 shares; 2023Q4: 7,182 shares; 2024Q1: 5,572 shares; 2024Q2: 5,547 shares; 2024Q3: 5,550 shares 5,550 $237K 0.04% +3 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; 2022Q4: restricted; 2023Q1: 1,782 shares; 2023Q2: 1,740 shares; 2023Q3: 1,740 shares; 2023Q4: 1,740 shares; 2024Q1: 1,740 shares; 2024Q2: 1,740 shares; 2024Q3: 1,740 shares 1,740 $237K 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; 2022Q4: restricted; 2023Q1: 1,378 shares; 2023Q2: 1,357 shares; 2023Q3: 1,366 shares; 2023Q4: 1,374 shares; 2024Q1: 1,381 shares; 2024Q2: 1,386 shares; 2024Q3: 1,247 shares 1,247 $237K 0.04% -139 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 634 shares; 2023Q2: 1,566 shares; 2023Q3: 1,566 shares; 2023Q4: 1,578 shares; 2024Q1: 1,581 shares; 2024Q2: 1,411 shares; 2024Q3: 1,416 shares 1,416 $236K 0.04% +5 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,808 shares; 2023Q2: 4,808 shares; 2023Q3: 4,572 shares; 2023Q4: 4,572 shares; 2024Q1: 4,852 shares; 2024Q2: 4,852 shares; 2024Q3: 4,798 shares 4,798 $235K 0.04% -54 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,612 shares; 2023Q2: 8,696 shares; 2023Q3: 7,995 shares; 2023Q4: 7,648 shares; 2024Q1: 3,014 shares; 2024Q2: 3,014 shares; 2024Q3: 3,014 shares 3,014 $235K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 206 shares; 2023Q2: 206 shares; 2023Q3: 206 shares; 2023Q4: 206 shares; 2024Q1: 201 shares; 2024Q2: 201 shares; 2024Q3: 201 shares 201 $231K 0.04% 0 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; 2022Q4: restricted; 2023Q1: 1,353 shares; 2023Q2: 2,644 shares; 2023Q3: 3,545 shares; 2023Q4: 6,972 shares; 2024Q1: 3,091 shares; 2024Q2: 3,945 shares; 2024Q3: 4,833 shares 4,833 $231K 0.04% +888 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; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 1,481 shares; 2024Q1: 1,918 shares; 2024Q2: 2,371 shares; 2024Q3: 2,929 shares 2,929 $230K 0.04% +558 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 21 shares; 2023Q2: 21 shares; 2023Q3: 260 shares; 2023Q4: 304 shares; 2024Q1: 372 shares; 2024Q2: 373 shares; 2024Q3: 481 shares 481 $229K 0.04% +108 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,062 shares; 2023Q2: 1,062 shares; 2023Q3: 862 shares; 2023Q4: 862 shares; 2024Q1: 862 shares; 2024Q2: 862 shares; 2024Q3: 862 shares 862 $229K 0.04% 0 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; 2022Q4: restricted; 2023Q1: 910 shares; 2023Q2: 910 shares; 2023Q3: 910 shares; 2023Q4: 810 shares; 2024Q1: 810 shares; 2024Q2: 810 shares; 2024Q3: 810 shares 810 $225K 0.04% 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; 2022Q4: restricted; 2023Q1: 2,976 shares; 2023Q2: 3,018 shares; 2023Q3: 3,034 shares; 2023Q4: 3,063 shares; 2024Q1: 3,063 shares; 2024Q2: 3,099 shares; 2024Q3: 2,672 shares 2,672 $223K 0.04% -427 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: 155 shares; 2023Q3: 215 shares; 2023Q4: 227 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 1,085 shares 1,085 $223K 0.04% +835 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; 2022Q4: restricted; 2023Q1: 198 shares; 2023Q2: 227 shares; 2023Q3: 275 shares; 2023Q4: 294 shares; 2024Q1: 314 shares; 2024Q2: 316 shares; 2024Q3: 360 shares 360 $223K 0.04% +44 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,193 shares; 2023Q2: 12,193 shares; 2023Q3: 6,524 shares; 2023Q4: 6,524 shares; 2024Q1: 9,104 shares; 2024Q2: 9,104 shares; 2024Q3: 9,328 shares 9,328 $222K 0.04% +224 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 552 shares; 2023Q2: 553 shares; 2023Q3: 553 shares; 2023Q4: 553 shares; 2024Q1: 553 shares; 2024Q2: 553 shares; 2024Q3: 553 shares 553 $221K 0.04% 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; 2022Q4: restricted; 2023Q1: 1,432 shares; 2023Q2: 1,492 shares; 2023Q3: 1,474 shares; 2023Q4: 1,364 shares; 2024Q1: 1,364 shares; 2024Q2: 1,365 shares; 2024Q3: 1,312 shares 1,312 $219K 0.04% -53 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; 2022Q4: restricted; 2023Q1: 1,463 shares; 2023Q2: 1,544 shares; 2023Q3: 1,597 shares; 2023Q4: 1,599 shares; 2024Q1: 1,716 shares; 2024Q2: 1,751 shares; 2024Q3: 1,709 shares 1,709 $219K 0.04% -42 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; 2022Q4: restricted; 2023Q1: 6,237 shares; 2023Q2: 6,237 shares; 2023Q3: 6,237 shares; 2023Q4: 6,237 shares; 2024Q1: 6,237 shares; 2024Q2: 6,237 shares; 2024Q3: 6,237 shares 6,237 $217K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,904 shares; 2023Q2: 1,909 shares; 2023Q3: 1,693 shares; 2023Q4: 1,561 shares; 2024Q1: 1,565 shares; 2024Q2: 1,567 shares; 2024Q3: 1,569 shares 1,569 $214K 0.04% +2 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; 2022Q4: restricted; 2023Q1: 316 shares; 2023Q2: 376 shares; 2023Q3: 438 shares; 2023Q4: 456 shares; 2024Q1: 496 shares; 2024Q2: 497 shares; 2024Q3: 562 shares 562 $214K 0.04% +65 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; 2022Q4: restricted; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: 1,084 shares; 2023Q4: 1,084 shares; 2024Q1: 2,085 shares; 2024Q2: 774 shares; 2024Q3: 774 shares 774 $214K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,570 shares; 2023Q2: 2,477 shares; 2023Q3: 2,482 shares; 2023Q4: 2,826 shares; 2024Q1: 2,436 shares; 2024Q2: 1,878 shares; 2024Q3: 1,844 shares 1,844 $213K 0.04% -34 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,509 shares; 2023Q2: 1,513 shares; 2023Q3: 1,516 shares; 2023Q4: 1,473 shares; 2024Q1: 1,476 shares; 2024Q2: 1,480 shares; 2024Q3: 1,483 shares 1,483 $211K 0.04% +3 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,209 shares; 2023Q2: 2,209 shares; 2023Q3: 2,111 shares; 2023Q4: 2,111 shares; 2024Q1: 2,307 shares; 2024Q2: 2,307 shares; 2024Q3: 1,937 shares 1,937 $211K 0.04% -370 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 629 shares; 2023Q2: 631 shares; 2023Q3: 631 shares; 2023Q4: 636 shares; 2024Q1: 638 shares; 2024Q2: 639 shares; 2024Q3: 641 shares 641 $210K 0.04% +2 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,555 shares; 2023Q2: 6,678 shares; 2023Q3: 5,378 shares; 2023Q4: 5,400 shares; 2024Q1: 5,758 shares; 2024Q2: 5,989 shares; 2024Q3: 391 shares 391 $202K 0.04% -5,598 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,973 shares; 2023Q2: 1,727 shares; 2023Q3: 1,727 shares; 2023Q4: 1,793 shares; 2024Q1: 1,727 shares; 2024Q2: 1,190 shares; 2024Q3: 1,190 shares 1,190 $202K 0.04% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,936 shares; 2023Q2: 2,936 shares; 2023Q3: 2,936 shares; 2023Q4: 2,936 shares; 2024Q1: 2,936 shares; 2024Q2: 2,936 shares; 2024Q3: 2,936 shares 2,936 $199K 0.04% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 134 shares; 2023Q3: 229 shares; 2023Q4: 267 shares; 2024Q1: 316 shares; 2024Q2: 319 shares; 2024Q3: 385 shares 385 $199K 0.04% +66 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: 278 shares; 2023Q3: 339 shares; 2023Q4: 359 shares; 2024Q1: 409 shares; 2024Q2: 412 shares; 2024Q3: 526 shares 526 $198K 0.04% +114 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,831 shares; 2023Q2: 1,832 shares; 2023Q3: 1,762 shares; 2023Q4: 1,763 shares; 2024Q1: 1,764 shares; 2024Q2: 1,764 shares; 2024Q3: 1,765 shares 1,765 $197K 0.04% +1 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,668 shares; 2023Q2: 1,668 shares; 2023Q3: 1,668 shares; 2023Q4: 1,668 shares; 2024Q1: 1,668 shares; 2024Q2: 1,668 shares; 2024Q3: 1,668 shares 1,668 $196K 0.04% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: 356 shares; 2023Q3: 399 shares; 2023Q4: 428 shares; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 220 shares 220 $195K 0.04% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 157 shares; 2023Q2: 192 shares; 2023Q3: 255 shares; 2023Q4: 277 shares; 2024Q1: 323 shares; 2024Q2: 324 shares; 2024Q3: 374 shares 374 $195K 0.04% +50 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; 2022Q4: restricted; 2023Q1: 1,524 shares; 2023Q2: 1,087 shares; 2023Q3: 1,088 shares; 2023Q4: 1,091 shares; 2024Q1: 1,092 shares; 2024Q2: 1,092 shares; 2024Q3: 1,060 shares 1,060 $193K 0.04% -32 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 397 shares; 2024Q2: 404 shares; 2024Q3: 680 shares 680 $191K 0.04% +276 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,616 shares; 2023Q2: 1,616 shares; 2023Q3: 1,616 shares; 2023Q4: 1,616 shares; 2024Q1: 1,616 shares; 2024Q2: 1,616 shares; 2024Q3: 1,667 shares 1,667 $190K 0.04% +51 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; 2022Q4: restricted; 2023Q1: 670 shares; 2023Q2: 673 shares; 2023Q3: 675 shares; 2023Q4: 678 shares; 2024Q1: 752 shares; 2024Q2: 680 shares; 2024Q3: 720 shares 720 $190K 0.04% +40 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,999 shares; 2023Q2: 4,016 shares; 2023Q3: 4,030 shares; 2023Q4: 4,044 shares; 2024Q1: 4,058 shares; 2024Q2: 4,069 shares; 2024Q3: 4,444 shares 4,444 $186K 0.04% +375 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,535 shares; 2023Q2: 1,537 shares; 2023Q3: 1,538 shares; 2023Q4: 1,539 shares; 2024Q1: 1,444 shares; 2024Q2: 1,444 shares; 2024Q3: 1,444 shares 1,444 $184K 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,223 shares; 2023Q2: 2,223 shares; 2023Q3: 2,223 shares; 2023Q4: 2,223 shares; 2024Q1: 2,223 shares; 2024Q2: 2,223 shares; 2024Q3: 2,223 shares 2,223 $183K 0.03% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 992 shares; 2023Q2: 1,187 shares; 2023Q3: 1,309 shares; 2023Q4: 1,538 shares; 2024Q1: 477 shares; 2024Q2: 320 shares; 2024Q3: 347 shares 347 $183K 0.03% +27 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,428 shares; 2023Q2: 2,432 shares; 2023Q3: 2,437 shares; 2023Q4: 2,442 shares; 2024Q1: 2,448 shares; 2024Q2: 2,453 shares; 2024Q3: 2,458 shares 2,458 $182K 0.03% +5 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; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: 15 shares; 2023Q3: 25 shares; 2023Q4: 29 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 43 shares 43 $181K 0.03% +8 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 952 shares; 2023Q2: 952 shares; 2023Q3: 952 shares; 2023Q4: 952 shares; 2024Q1: 952 shares; 2024Q2: 952 shares; 2024Q3: 952 shares 952 $181K 0.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,099 shares; 2024Q1: 1,881 shares; 2024Q2: 2,623 shares; 2024Q3: 3,545 shares 3,545 $178K 0.03% +922 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,466 shares; 2023Q2: 3,237 shares; 2023Q3: 2,477 shares; 2023Q4: 2,126 shares; 2024Q1: 2,007 shares; 2024Q2: 1,857 shares; 2024Q3: 1,849 shares 1,849 $178K 0.03% -8 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; 2022Q4: restricted; 2023Q1: 22,755 shares; 2023Q2: 17,914 shares; 2023Q3: 15,542 shares; 2023Q4: 15,576 shares; 2024Q1: 13,533 shares; 2024Q2: 13,574 shares; 2024Q3: 13,617 shares 13,617 $178K 0.03% +43 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,463 shares; 2023Q2: 2,810 shares; 2023Q3: 859 shares; 2023Q4: 864 shares; 2024Q1: 751 shares; 2024Q2: 1,458 shares; 2024Q3: 1,461 shares 1,461 $177K 0.03% +3 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,050 shares; 2023Q4: 5,050 shares; 2024Q1: 5,050 shares; 2024Q2: 5,050 shares; 2024Q3: 5,050 shares 5,050 $177K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 601 shares; 2023Q2: 602 shares; 2023Q3: 603 shares; 2023Q4: 576 shares; 2024Q1: 577 shares; 2024Q2: 578 shares; 2024Q3: 579 shares 579 $176K 0.03% +1 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares; 2023Q4: 541 shares; 2024Q1: 541 shares; 2024Q2: 489 shares; 2024Q3: 489 shares 489 $176K 0.03% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,258 shares; 2023Q3: 3,258 shares; 2023Q4: 3,258 shares; 2024Q1: 3,258 shares; 2024Q2: 5,257 shares; 2024Q3: 5,257 shares 5,257 $171K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,688 shares; 2023Q2: 3,692 shares; 2023Q3: 3,730 shares; 2023Q4: 3,734 shares; 2024Q1: 3,344 shares; 2024Q2: 3,832 shares; 2024Q3: 3,332 shares 3,332 $170K 0.03% -500 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,822 shares; 2023Q2: 1,460 shares; 2023Q3: 1,379 shares; 2023Q4: 1,228 shares; 2024Q1: 1,228 shares; 2024Q2: 1,228 shares; 2024Q3: 1,228 shares 1,228 $167K 0.03% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 779 shares; 2023Q4: 5,479 shares; 2024Q1: 5,479 shares; 2024Q2: 5,479 shares; 2024Q3: 5,479 shares 5,479 $166K 0.03% 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; 2022Q4: restricted; 2023Q1: 12,892 shares; 2023Q2: 14,392 shares; 2023Q3: 20,361 shares; 2023Q4: 23,361 shares; 2024Q1: 23,361 shares; 2024Q2: 23,361 shares; 2024Q3: 19,161 shares 19,161 $164K 0.03% -4,200 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; 2022Q4: restricted; 2023Q1: 4,300 shares; 2023Q2: 4,300 shares; 2023Q3: 4,300 shares; 2023Q4: 4,300 shares; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares 3,500 $163K 0.03% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,517 shares; 2023Q2: 1,517 shares; 2023Q3: 1,535 shares; 2023Q4: 1,535 shares; 2024Q1: 1,636 shares; 2024Q2: 1,636 shares; 2024Q3: 2,259 shares 2,259 $163K 0.03% +623 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,290 shares; 2024Q2: 3,181 shares; 2024Q3: 3,447 shares 3,447 $162K 0.03% +266 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 335 shares; 2024Q2: 336 shares; 2024Q3: 446 shares 446 $161K 0.03% +110 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,159 shares; 2023Q2: 7,211 shares; 2023Q3: 7,211 shares; 2023Q4: 7,127 shares; 2024Q1: 7,043 shares; 2024Q2: 6,844 shares; 2024Q3: 6,705 shares 6,705 $157K 0.03% -139 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,438 shares; 2023Q2: 1,430 shares; 2023Q3: 1,430 shares; 2023Q4: 1,430 shares; 2024Q1: 1,430 shares; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares 1,430 $151K 0.03% 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; 2022Q4: restricted; 2023Q1: 2,383 shares; 2023Q2: 2,099 shares; 2023Q3: 1,995 shares; 2023Q4: 1,915 shares; 2024Q1: 1,923 shares; 2024Q2: 1,794 shares; 2024Q3: 1,536 shares 1,536 $150K 0.03% -258 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; 2022Q4: restricted; 2023Q1: 638 shares; 2023Q2: 711 shares; 2023Q3: 1,484 shares; 2023Q4: 1,489 shares; 2024Q1: 1,774 shares; 2024Q2: 2,036 shares; 2024Q3: 1,766 shares 1,766 $148K 0.03% -270 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,694 shares 5,694 $145K 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,044 shares; 2023Q2: 1,044 shares; 2023Q3: 1,044 shares; 2023Q4: 1,044 shares; 2024Q1: 1,044 shares; 2024Q2: 1,044 shares; 2024Q3: 1,044 shares 1,044 $138K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,758 shares; 2023Q2: 3,370 shares; 2023Q3: 3,370 shares; 2023Q4: 3,255 shares; 2024Q1: 2,671 shares; 2024Q2: 2,657 shares; 2024Q3: 2,657 shares 2,657 $137K 0.03% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,379 shares; 2024Q2: 1,379 shares; 2024Q3: 1,379 shares 1,379 $137K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,532 shares; 2023Q2: 1,511 shares; 2023Q3: 1,462 shares; 2023Q4: 1,464 shares; 2024Q1: 1,444 shares; 2024Q2: 1,120 shares; 2024Q3: 1,120 shares 1,120 $136K 0.03% 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; 2022Q4: restricted; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 3,850 shares; 2024Q1: 3,850 shares; 2024Q2: 3,850 shares; 2024Q3: 3,850 shares 3,850 $135K 0.03% 0 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; 2022Q4: restricted; 2023Q1: 1,315 shares; 2023Q2: 1,315 shares; 2023Q3: 1,315 shares; 2023Q4: 1,315 shares; 2024Q1: 1,315 shares; 2024Q2: 1,315 shares; 2024Q3: 1,315 shares 1,315 $135K 0.03% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,285 shares; 2023Q4: 3,285 shares; 2024Q1: 3,020 shares; 2024Q2: 3,020 shares; 2024Q3: 2,771 shares 2,771 $135K 0.03% -249 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; 2022Q4: restricted; 2023Q1: 3,991 shares; 2023Q2: 3,999 shares; 2023Q3: 3,280 shares; 2023Q4: 3,280 shares; 2024Q1: 3,280 shares; 2024Q2: 3,280 shares; 2024Q3: 3,280 shares 3,280 $135K 0.03% 0 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; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 558 shares 558 $134K 0.03% +58 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; 2022Q4: restricted; 2023Q1: 2,100 shares; 2023Q2: 2,100 shares; 2023Q3: 3,531 shares; 2023Q4: 3,531 shares; 2024Q1: 3,531 shares; 2024Q2: 3,187 shares; 2024Q3: 3,117 shares 3,117 $131K 0.02% -70 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 769 shares; 2023Q2: 769 shares; 2023Q3: 743 shares; 2023Q4: 743 shares; 2024Q1: 850 shares; 2024Q2: 1,353 shares; 2024Q3: 1,032 shares 1,032 $130K 0.02% -321 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; 2022Q4: restricted; 2023Q1: 4,526 shares; 2023Q2: 4,526 shares; 2023Q3: 4,377 shares; 2023Q4: 4,377 shares; 2024Q1: 4,377 shares; 2024Q2: 4,377 shares; 2024Q3: 4,377 shares 4,377 $129K 0.02% 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; 2022Q4: restricted; 2023Q1: 3,724 shares; 2023Q2: 2,665 shares; 2023Q3: 2,473 shares; 2023Q4: 2,412 shares; 2024Q1: 2,414 shares; 2024Q2: 2,415 shares; 2024Q3: 2,417 shares 2,417 $129K 0.02% +2 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; 2022Q4: restricted; 2023Q1: 1,224 shares; 2023Q2: 520 shares; 2023Q3: 259 shares; 2023Q4: 334 shares; 2024Q1: 258 shares; 2024Q2: 257 shares; 2024Q3: 257 shares 257 $127K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 4,858 shares; 2023Q2: 4,858 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares 2,500 $124K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 1,825 shares; 2023Q2: 1,826 shares; 2023Q3: 1,826 shares; 2023Q4: 1,596 shares; 2024Q1: 1,597 shares; 2024Q2: 1,597 shares; 2024Q3: 2,428 shares 2,428 $123K 0.02% +831 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; 2022Q4: restricted; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares 6,000 $122K 0.02% 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; 2022Q4: restricted; 2023Q1: 3,778 shares; 2023Q2: 3,778 shares; 2023Q3: 3,778 shares; 2023Q4: 3,778 shares; 2024Q1: 3,778 shares; 2024Q2: 3,778 shares; 2024Q3: 3,778 shares 3,778 $122K 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; 2022Q4: restricted; 2023Q1: 2,142 shares; 2023Q2: 2,144 shares; 2023Q3: 2,145 shares; 2023Q4: 2,246 shares; 2024Q1: 2,147 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares 2,150 $121K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 19,280 shares; 2023Q2: 16,417 shares; 2023Q3: 16,458 shares; 2023Q4: 16,494 shares; 2024Q1: 14,687 shares; 2024Q2: 13,367 shares; 2024Q3: 11,396 shares 11,396 $120K 0.02% -1,971 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 436 shares; 2023Q2: 437 shares; 2023Q3: 437 shares; 2023Q4: 438 shares; 2024Q1: 908 shares; 2024Q2: 1,052 shares; 2024Q3: 1,242 shares 1,242 $119K 0.02% +190 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; 2022Q4: restricted; 2023Q1: 1,050 shares; 2023Q2: 1,056 shares; 2023Q3: 1,060 shares; 2023Q4: 1,065 shares; 2024Q1: 1,069 shares; 2024Q2: 1,073 shares; 2024Q3: 1,078 shares 1,078 $118K 0.02% +5 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 464 shares; 2023Q2: 464 shares; 2023Q3: 464 shares; 2023Q4: 464 shares; 2024Q1: 464 shares; 2024Q2: 464 shares; 2024Q3: 464 shares 464 $115K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,715 shares; 2023Q2: 1,717 shares; 2023Q3: 1,719 shares; 2023Q4: 322 shares; 2024Q1: 324 shares; 2024Q2: 1,726 shares; 2024Q3: 1,728 shares 1,728 $114K 0.02% +2 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; 2022Q4: restricted; 2023Q1: 2,919 shares; 2023Q2: 2,919 shares; 2023Q3: 2,919 shares; 2023Q4: 2,919 shares; 2024Q1: 2,919 shares; 2024Q2: 2,919 shares; 2024Q3: 2,919 shares 2,919 $111K 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; 2022Q4: restricted; 2023Q1: 685 shares; 2023Q2: 693 shares; 2023Q3: 698 shares; 2023Q4: 704 shares; 2024Q1: 709 shares; 2024Q2: 714 shares; 2024Q3: 718 shares 718 $110K 0.02% +4 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; 2022Q4: restricted; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares 2,150 $109K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 238 shares; 2023Q2: 238 shares; 2023Q3: 238 shares; 2023Q4: 238 shares; 2024Q1: 238 shares; 2024Q2: 238 shares; 2024Q3: 238 shares 238 $107K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 5,363 shares; 2023Q2: 5,190 shares; 2023Q3: 5,216 shares; 2023Q4: 25 shares; 2024Q1: 5,270 shares; 2024Q2: 5,297 shares; 2024Q3: 5,319 shares 5,319 $106K 0.02% +22 IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 367 shares; 2023Q2: 367 shares; 2023Q3: 367 shares; 2023Q4: 367 shares; 2024Q1: 367 shares; 2024Q2: 367 shares; 2024Q3: 367 shares 367 $104K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 2,838 shares; 2023Q2: 2,045 shares; 2023Q3: 1,549 shares; 2023Q4: 2,052 shares; 2024Q1: 1,557 shares; 2024Q2: 1,558 shares; 2024Q3: 1,029 shares 1,029 $103K 0.02% -529 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; 2022Q4: restricted; 2023Q1: 1,404 shares; 2023Q2: 1,406 shares; 2023Q3: 1,407 shares; 2023Q4: 1,151 shares; 2024Q1: 728 shares; 2024Q2: 987 shares; 2024Q3: 992 shares 992 $102K 0.02% +5 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 538 shares; 2023Q2: 539 shares; 2023Q3: 539 shares; 2023Q4: 606 shares; 2024Q1: 562 shares; 2024Q2: 540 shares; 2024Q3: 533 shares 533 $101K 0.02% -7 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,478 shares; 2023Q2: 1,488 shares; 2023Q3: 1,497 shares; 2023Q4: 1,639 shares; 2024Q1: 1,517 shares; 2024Q2: 1,528 shares; 2024Q3: 1,541 shares 1,541 $96.9K 0.02% +13 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,700 shares; 2023Q3: 2,700 shares; 2023Q4: 2,700 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares 2,700 $95.2K 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; 2022Q4: restricted; 2023Q1: 1,365 shares; 2023Q2: 1,261 shares; 2023Q3: 1,262 shares; 2023Q4: 1,138 shares; 2024Q1: 1,138 shares; 2024Q2: 1,138 shares; 2024Q3: 1,220 shares 1,220 $95.1K 0.02% +82 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 1,120 shares; 2023Q4: 1,120 shares; 2024Q1: 1,120 shares; 2024Q2: 1,120 shares; 2024Q3: 1,120 shares 1,120 $89.8K 0.02% 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; 2022Q4: restricted; 2023Q1: 491 shares; 2023Q2: 491 shares; 2023Q3: 491 shares; 2023Q4: 491 shares; 2024Q1: 491 shares; 2024Q2: 491 shares; 2024Q3: 491 shares 491 $87.1K 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; 2022Q4: restricted; 2023Q1: 1,545 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $86.7K 0.02% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,387 shares; 2023Q3: 1,399 shares; 2023Q4: 1,417 shares; 2024Q1: 1,426 shares; 2024Q2: 1,441 shares; 2024Q3: 1,457 shares 1,457 $86K 0.02% +16 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 572 shares; 2024Q1: 971 shares; 2024Q2: 1,347 shares; 2024Q3: 1,806 shares 1,806 $85.3K 0.02% +459 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; 2022Q4: restricted; 2023Q1: 2,017 shares; 2023Q2: 2,017 shares; 2023Q3: 2,017 shares; 2023Q4: 2,017 shares; 2024Q1: 2,017 shares; 2024Q2: 2,017 shares; 2024Q3: 2,061 shares 2,061 $84.7K 0.02% +44 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,587 shares; 2023Q2: 2,587 shares; 2023Q3: 1,247 shares; 2023Q4: 1,247 shares; 2024Q1: 1,610 shares; 2024Q2: 1,610 shares; 2024Q3: 2,319 shares 2,319 $84.4K 0.02% +709 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,464 shares; 2023Q2: 1,464 shares; 2023Q3: 1,464 shares; 2023Q4: 1,464 shares; 2024Q1: 1,464 shares; 2024Q2: 1,464 shares; 2024Q3: 1,464 shares 1,464 $84.4K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,746 shares; 2023Q2: 6,253 shares; 2023Q3: 6,088 shares; 2023Q4: 5,987 shares; 2024Q1: 5,651 shares; 2024Q2: 5,351 shares; 2024Q3: 2,864 shares 2,864 $82.9K 0.02% -2,487 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 888 shares; 2023Q2: 888 shares; 2023Q3: 888 shares; 2023Q4: 888 shares; 2024Q1: 888 shares; 2024Q2: 888 shares; 2024Q3: 888 shares 888 $81.6K 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; 2022Q4: restricted; 2023Q1: 692 shares; 2023Q2: 692 shares; 2023Q3: 692 shares; 2023Q4: 692 shares; 2024Q1: 692 shares; 2024Q2: 692 shares; 2024Q3: 692 shares 692 $81.1K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,545 shares; 2023Q2: 872 shares; 2023Q3: 872 shares; 2023Q4: 737 shares; 2024Q1: 737 shares; 2024Q2: 742 shares; 2024Q3: 677 shares 677 $81K 0.02% -65 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; 2022Q4: restricted; 2023Q1: 390 shares; 2023Q2: 390 shares; 2023Q3: 390 shares; 2023Q4: 390 shares; 2024Q1: 390 shares; 2024Q2: 390 shares; 2024Q3: 390 shares 390 $81K 0.02% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 329 shares; 2024Q1: 543 shares; 2024Q2: 762 shares; 2024Q3: 1,031 shares 1,031 $80.8K 0.02% +269 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; 2022Q4: restricted; 2023Q1: 3,087 shares; 2023Q2: 3,087 shares; 2023Q3: 3,087 shares; 2023Q4: 3,087 shares; 2024Q1: 3,087 shares; 2024Q2: 3,087 shares; 2024Q3: 3,087 shares 3,087 $80.2K 0.02% 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; 2022Q4: restricted; 2023Q1: 17,003 shares; 2023Q2: 9,516 shares; 2023Q3: 12,026 shares; 2023Q4: 8,854 shares; 2024Q1: 3,514 shares; 2024Q2: 1,741 shares; 2024Q3: 788 shares 788 $79.8K 0.02% -953 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 575 shares; 2024Q2: 1,223 shares; 2024Q3: 1,383 shares 1,383 $79.6K 0.02% +160 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 803 shares; 2023Q2: 538 shares; 2023Q3: 538 shares; 2023Q4: 538 shares; 2024Q1: 538 shares; 2024Q2: 538 shares; 2024Q3: 523 shares 523 $79.5K 0.02% -15 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; 2022Q4: restricted; 2023Q1: 2,819 shares; 2023Q2: 2,875 shares; 2023Q3: 2,928 shares; 2023Q4: 2,981 shares; 2024Q1: 1,882 shares; 2024Q2: 1,915 shares; 2024Q3: 1,941 shares 1,941 $79K 0.01% +26 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; 2022Q4: restricted; 2023Q1: 1,767 shares; 2023Q2: 1,767 shares; 2023Q3: 1,767 shares; 2023Q4: 1,767 shares; 2024Q1: 1,970 shares; 2024Q2: 1,970 shares; 2024Q3: 1,842 shares 1,842 $77.3K 0.01% -128 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 583 shares; 2023Q2: 583 shares; 2023Q3: 583 shares; 2023Q4: 583 shares; 2024Q1: 583 shares; 2024Q2: 583 shares; 2024Q3: 583 shares 583 $77.2K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 242 shares; 2023Q2: not reported; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares 700 $76.8K 0.01% 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; 2022Q4: restricted; 2023Q1: 235 shares; 2023Q2: 236 shares; 2023Q3: 236 shares; 2023Q4: 236 shares; 2024Q1: 1,180 shares; 2024Q2: 1,180 shares; 2024Q3: 1,180 shares 1,180 $76.7K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 45 shares; 2023Q2: 145 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares 145 $76.6K 0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 332 shares; 2024Q1: 590 shares; 2024Q2: 819 shares; 2024Q3: 1,012 shares 1,012 $76.1K 0.01% +193 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; 2022Q4: restricted; 2023Q1: 1,328 shares; 2023Q2: 1,282 shares; 2023Q3: 1,283 shares; 2023Q4: 1,284 shares; 2024Q1: 1,263 shares; 2024Q2: 938 shares; 2024Q3: 939 shares 939 $75.6K 0.01% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 577 shares; 2023Q2: 660 shares; 2023Q3: 757 shares; 2023Q4: 788 shares; 2024Q1: 234 shares; 2024Q2: 234 shares; 2024Q3: 298 shares 298 $73.5K 0.01% +64 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 203 shares; 2024Q3: 265 shares 265 $73.4K 0.01% +62 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,830 shares; 2023Q2: 10,830 shares; 2023Q3: 10,830 shares; 2023Q4: not reported; 2024Q1: 331 shares; 2024Q2: 427 shares; 2024Q3: 409 shares 409 $73.3K 0.01% -18 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 297 shares; 2024Q2: 568 shares; 2024Q3: 670 shares 670 $72.1K 0.01% +102 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $71.5K 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; 2022Q4: restricted; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares 2,500 $71K 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; 2022Q4: restricted; 2023Q1: 384 shares; 2023Q2: 384 shares; 2023Q3: 384 shares; 2023Q4: 384 shares; 2024Q1: 384 shares; 2024Q2: 384 shares; 2024Q3: 480 shares 480 $70.2K 0.01% +96 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 222 shares; 2023Q2: 222 shares; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 222 shares; 2024Q2: 222 shares; 2024Q3: 222 shares 222 $69.8K 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; 2022Q4: restricted; 2023Q1: 140 shares; 2023Q2: 140 shares; 2023Q3: 140 shares; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares 140 $69.1K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 738 shares; 2023Q2: 746 shares; 2023Q3: 753 shares; 2023Q4: 760 shares; 2024Q1: 760 shares; 2024Q2: 773 shares; 2024Q3: 773 shares 773 $69K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 6,500 shares; 2023Q2: 6,500 shares; 2023Q3: 6,500 shares; 2023Q4: 6,500 shares; 2024Q1: 6,500 shares; 2024Q2: 6,500 shares; 2024Q3: 6,500 shares 6,500 $67.9K 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; 2022Q4: restricted; 2023Q1: 503 shares; 2023Q2: 503 shares; 2023Q3: 503 shares; 2023Q4: 503 shares; 2024Q1: 503 shares; 2024Q2: 503 shares; 2024Q3: 503 shares 503 $67.5K 0.01% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,566 shares 1,566 $67K 0.01% new 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; 2022Q4: restricted; 2023Q1: 1,503 shares; 2023Q2: 1,503 shares; 2023Q3: 1,503 shares; 2023Q4: 1,503 shares; 2024Q1: 1,503 shares; 2024Q2: 1,503 shares; 2024Q3: 1,503 shares 1,503 $66.3K 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; 2022Q4: restricted; 2023Q1: 1,700 shares; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares 1,700 $64.7K 0.01% 0 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,664 shares; 2024Q2: 1,664 shares; 2024Q3: 1,414 shares 1,414 $63.7K 0.01% -250 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; 2022Q4: restricted; 2023Q1: 295 shares; 2023Q2: 295 shares; 2023Q3: 295 shares; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 295 shares; 2024Q3: 295 shares 295 $63.5K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 637 shares; 2023Q2: 644 shares; 2023Q3: 751 shares; 2023Q4: 661 shares; 2024Q1: 666 shares; 2024Q2: 674 shares; 2024Q3: 681 shares 681 $62.6K 0.01% +7 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; 2022Q4: restricted; 2023Q1: 919 shares; 2023Q2: 815 shares; 2023Q3: 815 shares; 2023Q4: 789 shares; 2024Q1: 789 shares; 2024Q2: 789 shares; 2024Q3: 849 shares 849 $62.5K 0.01% +60 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 541 shares; 2023Q2: 541 shares; 2023Q3: 541 shares; 2023Q4: 541 shares; 2024Q1: 541 shares; 2024Q2: 544 shares; 2024Q3: 544 shares 544 $62.5K 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; 2022Q4: restricted; 2023Q1: 738 shares; 2023Q2: 738 shares; 2023Q3: 738 shares; 2023Q4: 738 shares; 2024Q1: 738 shares; 2024Q2: 738 shares; 2024Q3: 738 shares 738 $59.3K 0.01% 0 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,345 shares 2,345 $58.6K 0.01% new Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,327 shares 2,327 $57.9K 0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,231 shares; 2023Q2: 1,046 shares; 2023Q3: 1,061 shares; 2023Q4: 1,083 shares; 2024Q1: 1,093 shares; 2024Q2: 1,110 shares; 2024Q3: 1,127 shares 1,127 $57.5K 0.01% +17 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,086 shares; 2023Q4: 1,086 shares; 2024Q1: 1,145 shares; 2024Q2: 1,145 shares; 2024Q3: 1,178 shares 1,178 $57.3K 0.01% +33 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 416 shares; 2023Q2: 417 shares; 2023Q3: 417 shares; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: 418 shares; 2024Q3: 418 shares 418 $56.5K 0.01% 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; 2022Q4: restricted; 2023Q1: 1,967 shares; 2023Q2: 2,741 shares; 2023Q3: 2,759 shares; 2023Q4: 2,683 shares; 2024Q1: 2,409 shares; 2024Q2: 2,424 shares; 2024Q3: 1,767 shares 1,767 $55.7K 0.01% -657 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; 2022Q4: restricted; 2023Q1: 535 shares; 2023Q2: 536 shares; 2023Q3: 542 shares; 2023Q4: 554 shares; 2024Q1: 558 shares; 2024Q2: 558 shares; 2024Q3: 565 shares 565 $55.1K 0.01% +7 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; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $55.1K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,562 shares; 2023Q2: 1,572 shares; 2023Q3: 1,581 shares; 2023Q4: 655 shares; 2024Q1: 655 shares; 2024Q2: 655 shares; 2024Q3: 655 shares 655 $54.9K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 107 shares; 2023Q2: 107 shares; 2023Q3: 107 shares; 2023Q4: 107 shares; 2024Q1: 283 shares; 2024Q2: 397 shares; 2024Q3: 361 shares 361 $54.7K 0.01% -36 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,183 shares; 2024Q2: 1,156 shares; 2024Q3: 1,082 shares 1,082 $53.5K 0.01% -74 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 553 shares; 2023Q2: 553 shares; 2023Q3: 553 shares; 2023Q4: 553 shares; 2024Q1: 553 shares; 2024Q2: 553 shares; 2024Q3: 553 shares 553 $53.2K 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; 2022Q4: restricted; 2023Q1: 809 shares; 2023Q2: 809 shares; 2023Q3: 809 shares; 2023Q4: 809 shares; 2024Q1: 809 shares; 2024Q2: 809 shares; 2024Q3: 809 shares 809 $52.6K 0.01% 0 CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 202 shares 202 $52.5K 0.01% new 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; 2022Q4: restricted; 2023Q1: 4,395 shares; 2023Q2: 4,427 shares; 2023Q3: 3,422 shares; 2023Q4: 3,887 shares; 2024Q1: 2,577 shares; 2024Q2: 2,603 shares; 2024Q3: 823 shares 823 $52.2K 0.01% -1,780 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 440 shares; 2023Q2: 440 shares; 2023Q3: 440 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares 440 $51.7K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 783 shares; 2023Q3: 783 shares; 2023Q4: 805 shares; 2024Q1: 805 shares; 2024Q2: 824 shares; 2024Q3: 824 shares 824 $51.2K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 121 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 121 shares 121 $50.6K 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; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $50.3K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 282 shares; 2024Q2: 694 shares; 2024Q3: 814 shares 814 $49.7K 0.01% +120 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 240 shares; 2023Q2: 241 shares; 2023Q3: 241 shares; 2023Q4: 241 shares; 2024Q1: 241 shares; 2024Q2: 241 shares; 2024Q3: 241 shares 241 $49.7K 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; 2022Q4: restricted; 2023Q1: 4,850 shares; 2023Q2: 4,850 shares; 2023Q3: 4,850 shares; 2023Q4: 4,850 shares; 2024Q1: 4,850 shares; 2024Q2: 4,850 shares; 2024Q3: 4,850 shares 4,850 $48.7K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 404 shares; 2023Q2: 409 shares; 2023Q3: 414 shares; 2023Q4: 419 shares; 2024Q1: 423 shares; 2024Q2: 423 shares; 2024Q3: 423 shares 423 $48.6K 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; 2022Q4: restricted; 2023Q1: 928 shares; 2023Q2: 928 shares; 2023Q3: 928 shares; 2023Q4: 928 shares; 2024Q1: 928 shares; 2024Q2: 928 shares; 2024Q3: 928 shares 928 $47.8K 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; 2022Q4: restricted; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: 136 shares; 2024Q3: 136 shares 136 $47.1K 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; 2022Q4: restricted; 2023Q1: 749 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares 750 $46.7K 0.01% 0 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares 1,500 $46.2K 0.01% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,864 shares; 2023Q4: 3,373 shares; 2024Q1: 3,373 shares; 2024Q2: 3,373 shares; 2024Q3: 3,373 shares 3,373 $46K 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; 2022Q4: restricted; 2023Q1: 257 shares; 2023Q2: 257 shares; 2023Q3: 257 shares; 2023Q4: 257 shares; 2024Q1: 257 shares; 2024Q2: 257 shares; 2024Q3: 330 shares 330 $44.8K 0.01% +73 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: 192 shares; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares 192 $44.2K 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; 2022Q4: restricted; 2023Q1: 329 shares; 2023Q2: 329 shares; 2023Q3: 229 shares; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 229 shares; 2024Q3: 229 shares 229 $43.9K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 610 shares; 2023Q2: 610 shares; 2023Q3: 610 shares; 2023Q4: 610 shares; 2024Q1: 610 shares; 2024Q2: 610 shares; 2024Q3: 610 shares 610 $43.8K 0.01% 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; 2022Q4: restricted; 2023Q1: 4,652 shares; 2023Q2: 4,652 shares; 2023Q3: 4,652 shares; 2023Q4: 4,652 shares; 2024Q1: 2,782 shares; 2024Q2: 2,782 shares; 2024Q3: 2,782 shares 2,782 $42.3K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,015 shares; 2023Q2: 1,760 shares; 2023Q3: 1,406 shares; 2023Q4: 2,046 shares; 2024Q1: 1,406 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares 1,250 $41.5K 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; 2022Q4: restricted; 2023Q1: 525 shares; 2023Q2: 525 shares; 2023Q3: 525 shares; 2023Q4: 525 shares; 2024Q1: 525 shares; 2024Q2: 525 shares; 2024Q3: 525 shares 525 $41.4K 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; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares 87 $41.3K 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; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 101 shares; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 102 shares; 2024Q2: 103 shares; 2024Q3: 103 shares 103 $40K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,170 shares; 2023Q2: 1,170 shares; 2023Q3: 1,170 shares; 2023Q4: 1,392 shares; 2024Q1: 1,035 shares; 2024Q2: 984 shares; 2024Q3: 984 shares 984 $40K 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; 2022Q4: restricted; 2023Q1: 1,568 shares; 2023Q2: 1,607 shares; 2023Q3: 1,646 shares; 2023Q4: 1,685 shares; 2024Q1: 1,722 shares; 2024Q2: 1,722 shares; 2024Q3: 2,472 shares 2,472 $39.7K 0.01% +750 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,645 shares; 2023Q2: 1,645 shares; 2023Q3: 1,742 shares; 2023Q4: 1,742 shares; 2024Q1: 524 shares; 2024Q2: 524 shares; 2024Q3: 894 shares 894 $39.6K 0.01% +370 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 78 shares; 2023Q4: 78 shares; 2024Q1: 78 shares; 2024Q2: 78 shares; 2024Q3: 78 shares 78 $39.5K 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; 2022Q4: restricted; 2023Q1: 420 shares; 2023Q2: 380 shares; 2023Q3: 380 shares; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares; 2024Q3: 380 shares 380 $39.5K 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; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 549 shares; 2024Q2: 554 shares; 2024Q3: 554 shares 554 $39.4K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,767 shares; 2023Q2: 1,410 shares; 2023Q3: 1,410 shares; 2023Q4: 372 shares; 2024Q1: 553 shares; 2024Q2: 375 shares; 2024Q3: 344 shares 344 $39.4K 0.01% -31 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; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 161 shares 161 $39.1K 0.01% +71 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; 2022Q4: restricted; 2023Q1: 926 shares; 2023Q2: 926 shares; 2023Q3: 926 shares; 2023Q4: 926 shares; 2024Q1: 926 shares; 2024Q2: 926 shares; 2024Q3: 926 shares 926 $38.9K 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; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $38.7K 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; 2022Q4: restricted; 2023Q1: 1,179 shares; 2023Q2: 1,180 shares; 2023Q3: 1,181 shares; 2023Q4: 1,182 shares; 2024Q1: 860 shares; 2024Q2: 860 shares; 2024Q3: 860 shares 860 $38.5K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,551 shares; 2023Q2: 18,551 shares; 2023Q3: 18,551 shares; 2023Q4: 2,061 shares; 2024Q1: 1,273 shares; 2024Q2: 1,273 shares; 2024Q3: 1,273 shares 1,273 $38.5K 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; 2022Q4: restricted; 2023Q1: 481 shares; 2023Q2: 483 shares; 2023Q3: 485 shares; 2023Q4: 488 shares; 2024Q1: 491 shares; 2024Q2: 493 shares; 2024Q3: 495 shares 495 $38.4K 0.01% +2 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,068 shares; 2023Q2: 1,068 shares; 2023Q3: 1,068 shares; 2023Q4: 1,068 shares; 2024Q1: 1,068 shares; 2024Q2: 1,068 shares; 2024Q3: 1,068 shares 1,068 $38.3K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,626 shares; 2023Q2: 1,637 shares; 2023Q3: 1,667 shares; 2023Q4: 1,692 shares; 2024Q1: 1,362 shares; 2024Q2: 1,371 shares; 2024Q3: 833 shares 833 $38.2K 0.01% -538 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 495 shares; 2023Q2: 495 shares; 2023Q3: 495 shares; 2023Q4: 495 shares; 2024Q1: 495 shares; 2024Q2: 495 shares; 2024Q3: 575 shares 575 $37.2K 0.01% +80 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; 2022Q4: restricted; 2023Q1: 335 shares; 2023Q2: 335 shares; 2023Q3: 335 shares; 2023Q4: 335 shares; 2024Q1: 335 shares; 2024Q2: 335 shares; 2024Q3: 335 shares 335 $37K 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; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $36.1K 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; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 40 shares 40 $35.5K 0.01% +20 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; 2022Q4: restricted; 2023Q1: 216 shares; 2023Q2: 217 shares; 2023Q3: 217 shares; 2023Q4: 217 shares; 2024Q1: 218 shares; 2024Q2: 218 shares; 2024Q3: 218 shares 218 $35.3K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 302 shares; 2024Q1: 302 shares; 2024Q2: 302 shares; 2024Q3: 302 shares 302 $33.8K 0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 473 shares; 2024Q3: 308 shares 308 $33.7K 0.01% -165 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 325 shares; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 325 shares 325 $33.2K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 131 shares; 2024Q3: 130 shares 130 $33.1K 0.01% -1 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 182 shares; 2023Q2: 183 shares; 2023Q3: 183 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $33.1K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,686 shares; 2023Q2: 1,686 shares; 2023Q3: 1,686 shares; 2023Q4: 2,751 shares; 2024Q1: 1,059 shares; 2024Q2: 1,059 shares; 2024Q3: 1,000 shares 1,000 $33.1K 0.01% -59 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 994 shares; 2023Q2: 994 shares; 2023Q3: 994 shares; 2023Q4: 994 shares; 2024Q1: 994 shares; 2024Q2: 994 shares; 2024Q3: 994 shares 994 $32.3K 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; 2022Q4: restricted; 2023Q1: 102 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: 104 shares; 2024Q1: 104 shares; 2024Q2: 105 shares; 2024Q3: 186 shares 186 $32.3K 0.01% +81 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 185 shares 185 $32.2K 0.01% new 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; 2022Q4: restricted; 2023Q1: 204 shares; 2023Q2: 174 shares; 2023Q3: 174 shares; 2023Q4: 174 shares; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 174 shares 174 $32.2K 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; 2022Q4: restricted; 2023Q1: 147 shares; 2023Q2: 147 shares; 2023Q3: 147 shares; 2023Q4: 147 shares; 2024Q1: 147 shares; 2024Q2: 147 shares; 2024Q3: 147 shares 147 $32K 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; 2022Q4: restricted; 2023Q1: 1,462 shares; 2023Q2: 1,476 shares; 2023Q3: 1,476 shares; 2023Q4: 1,280 shares; 2024Q1: 1,280 shares; 2024Q2: 1,288 shares; 2024Q3: 1,214 shares 1,214 $31.9K 0.01% -74 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,265 shares 1,265 $31.8K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 109 shares 109 $31.4K 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; 2022Q4: restricted; 2023Q1: 364 shares; 2023Q2: 364 shares; 2023Q3: 364 shares; 2023Q4: 364 shares; 2024Q1: 364 shares; 2024Q2: 364 shares; 2024Q3: 364 shares 364 $31.3K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $31K 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; 2022Q4: restricted; 2023Q1: 130 shares; 2023Q2: 164 shares; 2023Q3: 164 shares; 2023Q4: 164 shares; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares 164 $30.7K 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; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: 120 shares; 2023Q3: 121 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 123 shares; 2024Q3: 124 shares 124 $30.7K 0.01% +1 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,200 shares; 2023Q4: 2,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $30.6K 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; 2022Q4: restricted; 2023Q1: 1,009 shares; 2023Q2: 1,009 shares; 2023Q3: 1,009 shares; 2023Q4: 509 shares; 2024Q1: 509 shares; 2024Q2: 509 shares; 2024Q3: 509 shares 509 $29.2K 0.01% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 673 shares; 2024Q1: 673 shares; 2024Q2: 673 shares; 2024Q3: 673 shares 673 $29K 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; 2022Q4: restricted; 2023Q1: 5,610 shares; 2023Q2: 5,657 shares; 2023Q3: 5,703 shares; 2023Q4: 5,751 shares; 2024Q1: 2,057 shares; 2024Q2: 2,102 shares; 2024Q3: 2,143 shares 2,143 $28.3K 0.01% +41 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 116 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: 116 shares; 2024Q1: 116 shares; 2024Q2: 116 shares; 2024Q3: 116 shares 116 $28.3K 0.01% 0 Timeline VT 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 233 shares 233 $27.9K 0.01% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 316 shares; 2023Q4: 316 shares; 2024Q1: 316 shares; 2024Q2: 316 shares; 2024Q3: 316 shares 316 $27.8K 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; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 35 shares; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $27.5K 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; 2022Q4: restricted; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $27.3K 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; 2022Q4: restricted; 2023Q1: 118 shares; 2023Q2: 118 shares; 2023Q3: 118 shares; 2023Q4: 118 shares; 2024Q1: 118 shares; 2024Q2: 118 shares; 2024Q3: 118 shares 118 $27K 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; 2022Q4: restricted; 2023Q1: 1,162 shares; 2023Q2: 1,162 shares; 2023Q3: 1,162 shares; 2023Q4: 1,162 shares; 2024Q1: 1,162 shares; 2024Q2: 1,162 shares; 2024Q3: 1,162 shares 1,162 $26.9K 0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 275 shares; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares 275 $26.9K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 7,792 shares; 2023Q2: 4,364 shares; 2023Q3: 2,251 shares; 2023Q4: 4,364 shares; 2024Q1: 2,251 shares; 2024Q2: 2,251 shares; 2024Q3: 2,251 shares 2,251 $26.9K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 8,843 shares; 2023Q2: 4,736 shares; 2023Q3: 2,874 shares; 2023Q4: 2,646 shares; 2024Q1: 2,385 shares; 2024Q2: 2,417 shares; 2024Q3: 2,446 shares 2,446 $26.8K 0.01% +29 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 528 shares; 2023Q2: 247 shares; 2023Q3: 274 shares; 2023Q4: 274 shares; 2024Q1: 277 shares; 2024Q2: 1,060 shares; 2024Q3: 247 shares 247 $26.4K <0.01% -813 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares 37 $26.2K <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; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $26K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27 shares 27 $25.8K <0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 445 shares; 2023Q2: 306 shares; 2023Q3: 306 shares; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: 243 shares; 2024Q3: 289 shares 289 $25.6K <0.01% +46 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares 625 $25.4K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 2,365 shares; 2023Q2: 2,365 shares; 2023Q3: 2,365 shares; 2023Q4: 1,920 shares; 2024Q1: 1,253 shares; 2024Q2: 1,253 shares; 2024Q3: 1,253 shares 1,253 $25.4K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: 1,900 shares; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares 1,900 $25.2K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 121 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: 121 shares; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares 140 $24.9K <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; 2022Q4: restricted; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 189 shares; 2023Q4: 189 shares; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 316 shares 316 $24.9K <0.01% +127 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; 2022Q4: restricted; 2023Q1: 589 shares; 2023Q2: 566 shares; 2023Q3: 567 shares; 2023Q4: 409 shares; 2024Q1: 398 shares; 2024Q2: 235 shares; 2024Q3: 235 shares 235 $24.4K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 586 shares; 2024Q2: 362 shares; 2024Q3: 363 shares 363 $24.4K <0.01% +1 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 420 shares 420 $24.3K <0.01% new 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; 2022Q4: restricted; 2023Q1: 364 shares; 2023Q2: 364 shares; 2023Q3: 364 shares; 2023Q4: 364 shares; 2024Q1: 364 shares; 2024Q2: 728 shares; 2024Q3: 728 shares 728 $24.2K <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; 2022Q4: restricted; 2023Q1: 399 shares; 2023Q2: 399 shares; 2023Q3: 399 shares; 2023Q4: 399 shares; 2024Q1: 399 shares; 2024Q2: 399 shares; 2024Q3: 399 shares 399 $23.7K <0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,097 shares; 2023Q2: 16 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 144 shares 144 $23.6K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $23.3K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 747 shares; 2023Q2: 748 shares; 2023Q3: 749 shares; 2023Q4: 749 shares; 2024Q1: 750 shares; 2024Q2: 396 shares; 2024Q3: 396 shares 396 $23.3K <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; 2022Q4: restricted; 2023Q1: 339 shares; 2023Q2: 340 shares; 2023Q3: 594 shares; 2023Q4: 388 shares; 2024Q1: 388 shares; 2024Q2: 388 shares; 2024Q3: 388 shares 388 $23.1K <0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 298 shares; 2024Q2: 285 shares; 2024Q3: 430 shares 430 $23K <0.01% +145 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; 2022Q4: restricted; 2023Q1: 169 shares; 2023Q2: 171 shares; 2023Q3: 172 shares; 2023Q4: 173 shares; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 174 shares 174 $22.6K <0.01% 0 Timeline VIPER ENERGY INC VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 435 shares; 2024Q1: 487 shares; 2024Q2: 495 shares; 2024Q3: 495 shares 495 $22.3K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: 82 shares; 2024Q1: 82 shares; 2024Q2: 82 shares; 2024Q3: 82 shares 82 $22.3K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 786 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $22.2K <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; 2022Q4: restricted; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares; 2024Q1: 357 shares; 2024Q2: 357 shares; 2024Q3: 357 shares 357 $22K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 106 shares 106 $21.9K <0.01% new 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; 2022Q4: restricted; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 59 shares 59 $21.8K <0.01% 0 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $21.8K <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; 2022Q4: restricted; 2023Q1: 331 shares; 2023Q2: 331 shares; 2023Q3: 331 shares; 2023Q4: 331 shares; 2024Q1: 331 shares; 2024Q2: 331 shares; 2024Q3: 331 shares 331 $21.4K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 390 shares; 2024Q3: 306 shares 306 $21.3K <0.01% -84 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; 2022Q4: restricted; 2023Q1: 536 shares; 2023Q2: 537 shares; 2023Q3: 537 shares; 2023Q4: 337 shares; 2024Q1: 338 shares; 2024Q2: 338 shares; 2024Q3: 339 shares 339 $21.3K <0.01% +1 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 154 shares; 2024Q1: 154 shares; 2024Q2: 154 shares; 2024Q3: 152 shares 152 $21.2K <0.01% -2 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; 2022Q4: restricted; 2023Q1: 148 shares; 2023Q2: 148 shares; 2023Q3: 148 shares; 2023Q4: 148 shares; 2024Q1: 148 shares; 2024Q2: 148 shares; 2024Q3: 148 shares 148 $21K <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; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 76 shares 76 $20.8K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 76 shares; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 77 shares 77 $20.6K <0.01% +1 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; 2022Q4: restricted; 2023Q1: 1,027 shares; 2023Q2: 508 shares; 2023Q3: 508 shares; 2023Q4: 516 shares; 2024Q1: 516 shares; 2024Q2: 516 shares; 2024Q3: 516 shares 516 $20.6K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares; 2024Q3: 590 shares 590 $20.4K <0.01% +494 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 122 shares 122 $19.9K <0.01% +36 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 122 shares; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: 122 shares; 2024Q3: 122 shares 122 $19.9K <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; 2022Q4: restricted; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 166 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares 160 $19.8K <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; 2022Q4: restricted; 2023Q1: 380 shares; 2023Q2: 380 shares; 2023Q3: 382 shares; 2023Q4: 383 shares; 2024Q1: 385 shares; 2024Q2: 386 shares; 2024Q3: 388 shares 388 $19.5K <0.01% +2 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; 2022Q4: restricted; 2023Q1: 712 shares; 2023Q2: 715 shares; 2023Q3: 719 shares; 2023Q4: 715 shares; 2024Q1: 360 shares; 2024Q2: 362 shares; 2024Q3: 364 shares 364 $19.3K <0.01% +2 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; 2022Q4: restricted; 2023Q1: 643 shares; 2023Q2: 643 shares; 2023Q3: 643 shares; 2023Q4: 643 shares; 2024Q1: 643 shares; 2024Q2: 643 shares; 2024Q3: 643 shares 643 $19.2K <0.01% 0 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 252 shares 252 $19.1K <0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 217 shares; 2023Q2: 912 shares; 2023Q3: 912 shares; 2023Q4: 912 shares; 2024Q1: 912 shares; 2024Q2: 565 shares; 2024Q3: 565 shares 565 $19.1K <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; 2022Q4: restricted; 2023Q1: 932 shares; 2023Q2: 932 shares; 2023Q3: 932 shares; 2023Q4: 932 shares; 2024Q1: 932 shares; 2024Q2: 932 shares; 2024Q3: 932 shares 932 $19.1K <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; 2022Q4: restricted; 2023Q1: 234 shares; 2023Q2: 234 shares; 2023Q3: 234 shares; 2023Q4: 234 shares; 2024Q1: 234 shares; 2024Q2: 234 shares; 2024Q3: 234 shares 234 $19.1K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 406 shares; 2023Q2: 409 shares; 2023Q3: 412 shares; 2023Q4: 291 shares; 2024Q1: 294 shares; 2024Q2: 297 shares; 2024Q3: 300 shares 300 $19K <0.01% +3 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 653 shares; 2023Q2: 670 shares; 2023Q3: 685 shares; 2023Q4: 699 shares; 2024Q1: 718 shares; 2024Q2: 731 shares; 2024Q3: 731 shares 731 $18.5K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,292 shares; 2023Q2: 2,629 shares; 2023Q3: 1,904 shares; 2023Q4: 1,913 shares; 2024Q1: 1,899 shares; 2024Q2: 1,908 shares; 2024Q3: 1,565 shares 1,565 $18.2K <0.01% -343 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; 2022Q4: restricted; 2023Q1: 240 shares; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares 240 $18.1K <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; 2022Q4: restricted; 2023Q1: 1,215 shares; 2023Q2: 330 shares; 2023Q3: 275 shares; 2023Q4: 440 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares 275 $17.8K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 613 shares; 2023Q2: 613 shares; 2023Q3: 614 shares; 2023Q4: 555 shares; 2024Q1: 555 shares; 2024Q2: 303 shares; 2024Q3: 200 shares 200 $17.8K <0.01% -103 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $17.6K <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; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $17.5K <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; 2022Q4: restricted; 2023Q1: 212 shares; 2023Q2: 212 shares; 2023Q3: 212 shares; 2023Q4: 212 shares; 2024Q1: 212 shares; 2024Q2: 212 shares; 2024Q3: 212 shares 212 $17.4K <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; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 144 shares; 2024Q3: 144 shares 144 $17.4K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 336 shares; 2023Q2: 341 shares; 2023Q3: 346 shares; 2023Q4: 351 shares; 2024Q1: 356 shares; 2024Q2: 361 shares; 2024Q3: 365 shares 365 $17.4K <0.01% +4 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; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $17.4K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 130 shares 130 $17.1K <0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 984 shares; 2023Q2: 194 shares; 2023Q3: 194 shares; 2023Q4: 197 shares; 2024Q1: 198 shares; 2024Q2: 199 shares; 2024Q3: 167 shares 167 $17.1K <0.01% -32 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $17K <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; 2022Q4: restricted; 2023Q1: 163 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares; 2024Q1: 163 shares; 2024Q2: 163 shares; 2024Q3: 163 shares 163 $17K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 28 shares; 2023Q2: 28 shares; 2023Q3: 56 shares; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 202 shares 202 $16.9K <0.01% +146 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: 153 shares; 2023Q3: 153 shares; 2023Q4: 153 shares; 2024Q1: 153 shares; 2024Q2: 153 shares; 2024Q3: 153 shares 153 $16.8K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 0 shares; 2023Q4: not reported; 2024Q1: 222 shares; 2024Q2: 220 shares; 2024Q3: 170 shares 170 $16.7K <0.01% -50 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; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares 46 $16.5K <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; 2022Q4: restricted; 2023Q1: 670 shares; 2023Q2: 670 shares; 2023Q3: 670 shares; 2023Q4: 670 shares; 2024Q1: 670 shares; 2024Q2: 670 shares; 2024Q3: 670 shares 670 $16.2K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 116 shares 116 $16.1K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 527 shares; 2023Q2: 527 shares; 2023Q3: 527 shares; 2023Q4: 527 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 188 shares 188 $16.1K <0.01% new 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; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: 77 shares; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 77 shares 77 $15.9K <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; 2022Q4: restricted; 2023Q1: 62 shares; 2023Q2: 62 shares; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares 62 $15.9K <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; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares 120 $15.7K <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; 2022Q4: restricted; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $15.7K <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; 2022Q4: restricted; 2023Q1: 164 shares; 2023Q2: 164 shares; 2023Q3: 165 shares; 2023Q4: 165 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares 61 $15.6K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 77 shares 77 $15.5K <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 176 shares 176 $15.3K <0.01% new 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; 2022Q4: restricted; 2023Q1: 840 shares; 2023Q2: 676 shares; 2023Q3: 2,724 shares; 2023Q4: 1,918 shares; 2024Q1: 625 shares; 2024Q2: 271 shares; 2024Q3: 272 shares 272 $14.9K <0.01% +1 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; 2022Q4: restricted; 2023Q1: 643 shares; 2023Q2: 643 shares; 2023Q3: 643 shares; 2023Q4: 643 shares; 2024Q1: 643 shares; 2024Q2: 634 shares; 2024Q3: 634 shares 634 $14.6K <0.01% 0 Timeline AMPLIFY ALTERNATIVE HARVEST… AMPLIFY ALTERNATIVE HARVEST ETF More: the full row for AMPLIFY ALTERNATIVE HARVEST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,394 shares 4,394 $14.5K <0.01% new FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,287 shares; 2023Q2: 102 shares; 2023Q3: 166 shares; 2023Q4: 113 shares; 2024Q1: 116 shares; 2024Q2: 133 shares; 2024Q3: 289 shares 289 $14.4K <0.01% +156 Timeline 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; 2022Q4: restricted; 2023Q1: 257 shares; 2023Q2: 155 shares; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 161 shares; 2024Q2: 145 shares; 2024Q3: 153 shares 153 $14.4K <0.01% +8 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; 2022Q4: restricted; 2023Q1: 218 shares; 2023Q2: 244 shares; 2023Q3: 477 shares; 2023Q4: 479 shares; 2024Q1: 667 shares; 2024Q2: 684 shares; 2024Q3: 686 shares 686 $14.3K <0.01% +2 TECL 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; 2022Q4: restricted; 2023Q1: 262 shares; 2023Q2: 163 shares; 2023Q3: 163 shares; 2023Q4: 163 shares; 2024Q1: 163 shares; 2024Q2: 163 shares; 2024Q3: 163 shares 163 $14.3K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 202 shares 202 $14.3K <0.01% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 135 shares; 2024Q3: 129 shares 129 $13.7K <0.01% -6 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,228 shares; 2023Q2: 1,266 shares; 2023Q3: 1,291 shares; 2023Q4: 1,291 shares; 2024Q1: 1,338 shares; 2024Q2: 1,347 shares; 2024Q3: 1,353 shares 1,353 $13.7K <0.01% +6 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares 250 $13.5K <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; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 106 shares 106 $13.4K <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; 2022Q4: restricted; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares; 2024Q3: 96 shares 96 $13.4K <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; 2022Q4: restricted; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares; 2023Q4: 99 shares; 2024Q1: 99 shares; 2024Q2: 99 shares; 2024Q3: 99 shares 99 $13.3K <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; 2022Q4: restricted; 2023Q1: 271 shares; 2023Q2: 271 shares; 2023Q3: 271 shares; 2023Q4: 271 shares; 2024Q1: 271 shares; 2024Q2: 271 shares; 2024Q3: 271 shares 271 $13.3K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares 54 $13.1K <0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 567 shares 567 $13.1K <0.01% new Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 563 shares; 2024Q2: 458 shares; 2024Q3: 458 shares 458 $13.1K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $12.8K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: 71 shares; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 71 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $12.7K <0.01% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,602 shares; 2023Q3: 2,710 shares; 2023Q4: not reported; 2024Q1: 267 shares; 2024Q2: not reported; 2024Q3: 150 shares 150 $12.7K <0.01% new Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 312 shares 312 $12.5K <0.01% new Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,024 shares; 2024Q2: 1,052 shares; 2024Q3: 1,052 shares 1,052 $12.5K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $12.5K <0.01% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $12.4K <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; 2022Q4: restricted; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $12.3K <0.01% 0 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; 2022Q4: restricted; 2023Q1: 1,416 shares; 2023Q2: 1,416 shares; 2023Q3: 1,416 shares; 2023Q4: 1,416 shares; 2024Q1: 1,416 shares; 2024Q2: 1,416 shares; 2024Q3: 1,416 shares 1,416 $12.2K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 302 shares 302 $12.2K <0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 186 shares 186 $12.1K <0.01% new 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; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $11.9K <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; 2022Q4: restricted; 2023Q1: 249 shares; 2023Q2: 249 shares; 2023Q3: 249 shares; 2023Q4: 249 shares; 2024Q1: 249 shares; 2024Q2: 249 shares; 2024Q3: 249 shares 249 $11.8K <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; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $11.6K <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; 2022Q4: restricted; 2023Q1: 259 shares; 2023Q2: 100 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $11.5K <0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 137 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares 42 $11.4K <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; 2022Q4: restricted; 2023Q1: 321 shares; 2023Q2: 325 shares; 2023Q3: 328 shares; 2023Q4: 332 shares; 2024Q1: 335 shares; 2024Q2: 338 shares; 2024Q3: 342 shares 342 $11.3K <0.01% +4 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 103 shares 103 $11.2K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 156 shares 156 $11.2K <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; 2022Q4: restricted; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 106 shares; 2024Q1: 106 shares; 2024Q2: 106 shares; 2024Q3: 106 shares 106 $11.1K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 176 shares; 2023Q2: 176 shares; 2023Q3: 176 shares; 2023Q4: 176 shares; 2024Q1: 176 shares; 2024Q2: 176 shares; 2024Q3: 176 shares 176 $10.9K <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; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $10.7K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 69 shares; 2023Q2: 69 shares; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 69 shares; 2024Q2: 69 shares; 2024Q3: 69 shares 69 $10.7K <0.01% 0 Timeline VPL 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 134 shares; 2024Q2: 134 shares; 2024Q3: 135 shares 135 $10.6K <0.01% +1 Timeline 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; 2022Q4: restricted; 2023Q1: 955 shares; 2023Q2: 955 shares; 2023Q3: 955 shares; 2023Q4: 955 shares; 2024Q1: 955 shares; 2024Q2: 955 shares; 2024Q3: 955 shares 955 $10.5K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares 10 $10.5K <0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 109 shares 109 $10.4K <0.01% new Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 618 shares 618 $10.4K <0.01% new 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; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: 144 shares; 2024Q1: 144 shares; 2024Q2: 144 shares; 2024Q3: 144 shares 144 $10.4K <0.01% 0