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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,085,213 shares; 2024Q1: 7,984,012 shares; 2024Q2: 7,975,965 shares; 2024Q3: 7,568,764 shares; 2024Q4: 7,517,599 shares 7,517,599 $842M 10.72% -51,165 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,784,982 shares; 2024Q1: 2,799,214 shares; 2024Q2: 2,814,214 shares; 2024Q3: 2,848,914 shares; 2024Q4: 2,914,288 shares 2,914,288 $540M 6.87% +65,374 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,295,296 shares; 2024Q1: 1,295,315 shares; 2024Q2: 1,300,716 shares; 2024Q3: 1,286,657 shares; 2024Q4: 1,282,717 shares 1,282,717 $515M 6.56% -3,940 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,456,183 shares; 2024Q1: 9,881,708 shares; 2024Q2: 9,478,642 shares; 2024Q3: 8,323,537 shares; 2024Q4: 8,163,320 shares 8,163,320 $508M 6.47% -160,217 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,780,729 shares; 2024Q1: 5,750,667 shares; 2024Q2: 5,704,409 shares; 2024Q3: 5,614,516 shares; 2024Q4: 5,344,421 shares 5,344,421 $274M 3.48% -270,095 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 958,191 shares; 2024Q1: 968,052 shares; 2024Q2: 964,551 shares; 2024Q3: 913,751 shares; 2024Q4: 892,061 shares 892,061 $223M 2.84% -21,690 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 278,699 shares; 2024Q1: 255,179 shares; 2024Q2: 300,392 shares; 2024Q3: 376,240 shares; 2024Q4: 319,013 shares 319,013 $187M 2.38% -57,227 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 428,331 shares; 2024Q1: 427,772 shares; 2024Q2: 411,498 shares; 2024Q3: 445,759 shares; 2024Q4: 393,888 shares 393,888 $166M 2.11% -51,871 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 707,556 shares; 2024Q1: 732,087 shares; 2024Q2: 697,366 shares; 2024Q3: 731,293 shares; 2024Q4: 732,734 shares 732,734 $162M 2.06% +1,441 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115,289 shares; 2024Q1: 116,497 shares; 2024Q2: 1,107,397 shares; 2024Q3: 1,215,693 shares; 2024Q4: 1,055,828 shares 1,055,828 $142M 1.8% -159,865 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,597,302 shares; 2024Q1: 1,827,851 shares; 2024Q2: 1,784,887 shares; 2024Q3: 3,077,959 shares; 2024Q4: 1,700,776 shares 1,700,776 $140M 1.78% -1,377,183 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,771,364 shares; 2024Q1: 2,794,495 shares; 2024Q2: 2,798,517 shares; 2024Q3: 2,870,912 shares; 2024Q4: 2,856,431 shares 2,856,431 $137M 1.74% -14,481 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,174,134 shares; 2024Q1: 1,318,974 shares; 2024Q2: 1,308,576 shares; 2024Q3: 1,194,880 shares; 2024Q4: 1,100,074 shares 1,100,074 $114M 1.45% -94,806 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,049,959 shares; 2024Q1: 1,046,481 shares; 2024Q2: 1,036,670 shares; 2024Q3: 1,041,917 shares; 2024Q4: 1,037,300 shares 1,037,300 $91.7M 1.17% -4,617 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 483,156 shares; 2024Q1: 488,157 shares; 2024Q2: 491,549 shares; 2024Q3: 498,793 shares; 2024Q4: 503,258 shares 503,258 $88.2M 1.12% +4,465 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 417,610 shares; 2024Q1: 415,215 shares; 2024Q2: 411,248 shares; 2024Q3: 406,242 shares; 2024Q4: 397,592 shares 397,592 $87.2M 1.11% -8,650 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117,390 shares; 2024Q1: 116,912 shares; 2024Q2: 116,034 shares; 2024Q3: 109,993 shares; 2024Q4: 107,220 shares 107,220 $82.8M 1.05% -2,773 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 213,533 shares; 2024Q1: 213,605 shares; 2024Q2: 210,179 shares; 2024Q3: 196,164 shares; 2024Q4: 186,209 shares 186,209 $72.5M 0.92% -9,955 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 306,610 shares; 2024Q1: 311,109 shares; 2024Q2: 307,308 shares; 2024Q3: 304,581 shares; 2024Q4: 301,637 shares 301,637 $72.3M 0.92% -2,944 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 407,629 shares; 2024Q1: 407,911 shares; 2024Q2: 408,061 shares; 2024Q3: 399,550 shares; 2024Q4: 402,217 shares 402,217 $71.6M 0.91% +2,667 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 378,907 shares; 2024Q1: 381,199 shares; 2024Q2: 378,377 shares; 2024Q3: 362,616 shares; 2024Q4: 361,244 shares 361,244 $68.4M 0.87% -1,372 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 489,407 shares; 2024Q1: 537,512 shares; 2024Q2: 520,172 shares; 2024Q3: 574,216 shares; 2024Q4: 536,066 shares 536,066 $61.8M 0.79% -38,150 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,184 shares; 2024Q1: 23,287 shares; 2024Q2: 23,623 shares; 2024Q3: 223,727 shares; 2024Q4: 225,195 shares 225,195 $52.2M 0.66% +1,468 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,188,957 shares; 2024Q1: 1,234,632 shares; 2024Q2: 1,215,401 shares; 2024Q3: 1,197,923 shares; 2024Q4: 1,195,631 shares 1,195,631 $48.2M 0.61% -2,292 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 224,402 shares; 2024Q1: 223,134 shares; 2024Q2: 208,124 shares; 2024Q3: 293,790 shares; 2024Q4: 198,480 shares 198,480 $48.1M 0.61% -95,310 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,010 shares; 2024Q1: 359,601 shares; 2024Q2: 357,367 shares; 2024Q3: 361,167 shares; 2024Q4: 370,810 shares 370,810 $42.8M 0.55% +9,643 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 199,949 shares; 2024Q3: 385,341 shares; 2024Q4: 403,133 shares 403,133 $42M 0.53% +17,792 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 373,690 shares; 2024Q1: 378,976 shares; 2024Q2: 375,388 shares; 2024Q3: 671,376 shares; 2024Q4: 355,460 shares 355,460 $38.2M 0.49% -315,916 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,477 shares; 2024Q1: 60,272 shares; 2024Q2: 65,190 shares; 2024Q3: 72,243 shares; 2024Q4: 64,659 shares 64,659 $37.9M 0.48% -7,584 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 462,124 shares; 2024Q1: 474,663 shares; 2024Q2: 509,802 shares; 2024Q3: 515,716 shares; 2024Q4: 489,178 shares 489,178 $37M 0.47% -26,538 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,017 shares; 2024Q1: 37,116 shares; 2024Q2: 37,553 shares; 2024Q3: 37,093 shares; 2024Q4: 37,817 shares 37,817 $34.7M 0.44% +724 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 113,626 shares; 2024Q1: 113,289 shares; 2024Q2: 107,868 shares; 2024Q3: 113,860 shares; 2024Q4: 104,516 shares 104,516 $33M 0.42% -9,344 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 266,727 shares; 2024Q1: 263,641 shares; 2024Q2: 255,564 shares; 2024Q3: 241,246 shares; 2024Q4: 226,889 shares 226,889 $32.8M 0.42% -14,357 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 227,290 shares; 2024Q1: 231,117 shares; 2024Q2: 234,048 shares; 2024Q3: 223,573 shares; 2024Q4: 219,605 shares 219,605 $31.8M 0.4% -3,968 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,800 shares; 2024Q1: 80,492 shares; 2024Q2: 53,809 shares; 2024Q3: 107,643 shares; 2024Q4: 58,303 shares 58,303 $31.4M 0.4% -49,340 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 403,209 shares; 2024Q1: 453,172 shares; 2024Q2: 462,218 shares; 2024Q3: 579,553 shares; 2024Q4: 537,426 shares 537,426 $30.9M 0.39% -42,127 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 166,810 shares; 2024Q1: 166,411 shares; 2024Q2: 157,858 shares; 2024Q3: 161,875 shares; 2024Q4: 158,929 shares 158,929 $30.3M 0.39% -2,946 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 105,414 shares; 2024Q1: 106,512 shares; 2024Q2: 107,665 shares; 2024Q3: 103,779 shares; 2024Q4: 101,317 shares 101,317 $29.4M 0.37% -2,462 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 284,275 shares; 2024Q1: 259,735 shares; 2024Q2: 248,610 shares; 2024Q3: 239,340 shares; 2024Q4: 548,857 shares 548,857 $28.7M 0.36% +309,517 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 170,323 shares; 2024Q1: 171,143 shares; 2024Q2: 179,057 shares; 2024Q3: 185,134 shares; 2024Q4: 169,393 shares 169,393 $28.4M 0.36% -15,741 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 230,225 shares; 2024Q1: 227,468 shares; 2024Q2: 209,396 shares; 2024Q3: 213,945 shares; 2024Q4: 214,014 shares 214,014 $28.1M 0.36% +69 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,270 shares; 2024Q1: 61,779 shares; 2024Q2: 61,044 shares; 2024Q3: 63,602 shares; 2024Q4: 57,224 shares 57,224 $27.8M 0.35% -6,378 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 138,536 shares; 2024Q1: 149,777 shares; 2024Q2: 154,797 shares; 2024Q3: 174,645 shares; 2024Q4: 164,930 shares 164,930 $27.5M 0.35% -9,715 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 304,525 shares; 2024Q1: 305,494 shares; 2024Q2: 298,532 shares; 2024Q3: 324,981 shares; 2024Q4: 263,984 shares 263,984 $26.3M 0.33% -60,997 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 228,236 shares; 2024Q1: 227,362 shares; 2024Q2: 224,102 shares; 2024Q3: 443,222 shares; 2024Q4: 216,909 shares 216,909 $25.6M 0.33% -226,313 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,004 shares; 2024Q1: 54,772 shares; 2024Q2: 50,581 shares; 2024Q3: 50,113 shares; 2024Q4: 49,296 shares 49,296 $24.9M 0.32% -817 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 257,973 shares; 2024Q1: 254,230 shares; 2024Q2: 243,681 shares; 2024Q3: 237,479 shares; 2024Q4: 237,520 shares 237,520 $23.7M 0.3% +41 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 448,786 shares; 2024Q1: 444,108 shares; 2024Q2: 427,476 shares; 2024Q3: 414,961 shares; 2024Q4: 400,249 shares 400,249 $23.7M 0.3% -14,712 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,975 shares; 2024Q1: 66,529 shares; 2024Q2: 167,511 shares; 2024Q3: 525,452 shares; 2024Q4: 410,748 shares 410,748 $23.2M 0.3% -114,704 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 95,748 shares; 2024Q1: 293,826 shares; 2024Q2: 288,309 shares; 2024Q3: 326,545 shares; 2024Q4: 256,577 shares 256,577 $23.2M 0.3% -69,968 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 547,881 shares; 2024Q1: 544,975 shares; 2024Q2: 587,823 shares; 2024Q3: 513,099 shares; 2024Q4: 511,837 shares 511,837 $22.5M 0.29% -1,262 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,940 shares; 2024Q1: 46,985 shares; 2024Q2: 47,532 shares; 2024Q3: 51,349 shares; 2024Q4: 49,053 shares 49,053 $22.2M 0.28% -2,296 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,047 shares; 2024Q1: 37,970 shares; 2024Q2: 45,536 shares; 2024Q3: 42,778 shares; 2024Q4: 43,291 shares 43,291 $22.2M 0.28% +513 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 205,613 shares; 2024Q1: 202,705 shares; 2024Q2: 200,398 shares; 2024Q3: 391,670 shares; 2024Q4: 188,646 shares 188,646 $22M 0.28% -203,024 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,430 shares; 2024Q1: 42,641 shares; 2024Q2: 40,019 shares; 2024Q3: 36,046 shares; 2024Q4: 37,272 shares 37,272 $22M 0.28% +1,226 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 123,588 shares; 2024Q1: 132,256 shares; 2024Q2: 130,979 shares; 2024Q3: 129,684 shares; 2024Q4: 122,143 shares 122,143 $21.7M 0.28% -7,541 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 914,695 shares; 2024Q1: 960,879 shares; 2024Q2: 989,448 shares; 2024Q3: 987,250 shares; 2024Q4: 972,913 shares 972,913 $21.5M 0.27% -14,337 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,403 shares; 2024Q1: 42,207 shares; 2024Q2: 36,802 shares; 2024Q3: 41,645 shares; 2024Q4: 38,480 shares 38,480 $20.3M 0.26% -3,165 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,065 shares; 2024Q1: 90,350 shares; 2024Q2: 91,450 shares; 2024Q3: 91,322 shares; 2024Q4: 88,122 shares 88,122 $19.9M 0.25% -3,200 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,040,940 shares; 2024Q1: 1,026,938 shares; 2024Q2: 960,919 shares; 2024Q3: 837,588 shares; 2024Q4: 855,199 shares 855,199 $19.5M 0.25% +17,611 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 446,544 shares; 2024Q1: 446,155 shares; 2024Q2: 437,551 shares; 2024Q3: 556,243 shares; 2024Q4: 441,146 shares 441,146 $19.1M 0.24% -115,097 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 147,376 shares; 2024Q1: 147,522 shares; 2024Q2: 148,621 shares; 2024Q3: 148,414 shares; 2024Q4: 144,063 shares 144,063 $18.3M 0.23% -4,351 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 90,975 shares; 2024Q1: 90,368 shares; 2024Q2: 93,803 shares; 2024Q3: 91,329 shares; 2024Q4: 80,947 shares 80,947 $17.8M 0.23% -10,382 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 168,438 shares; 2024Q1: 167,128 shares; 2024Q2: 164,995 shares; 2024Q3: 161,678 shares; 2024Q4: 156,774 shares 156,774 $17.7M 0.23% -4,904 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80,627 shares; 2024Q1: 82,100 shares; 2024Q2: 79,654 shares; 2024Q3: 73,846 shares; 2024Q4: 77,207 shares 77,207 $17.7M 0.23% +3,361 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,582 shares; 2024Q1: 62,037 shares; 2024Q2: 64,969 shares; 2024Q3: 60,746 shares; 2024Q4: 59,753 shares 59,753 $17.5M 0.22% -993 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,294 shares; 2024Q1: 62,987 shares; 2024Q2: 63,518 shares; 2024Q3: 65,564 shares; 2024Q4: 65,729 shares 65,729 $17.1M 0.22% +165 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 88,905 shares; 2024Q1: 88,397 shares; 2024Q2: 88,148 shares; 2024Q3: 86,097 shares; 2024Q4: 83,559 shares 83,559 $16.9M 0.21% -2,538 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 419,585 shares; 2024Q1: 416,542 shares; 2024Q2: 409,586 shares; 2024Q3: 403,807 shares; 2024Q4: 402,257 shares 402,257 $16M 0.2% -1,550 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 423,340 shares; 2024Q1: 387,360 shares; 2024Q2: 345,341 shares; 2024Q3: 623,010 shares; 2024Q4: 313,343 shares 313,343 $15.8M 0.2% -309,667 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 718,057 shares; 2024Q1: 694,315 shares; 2024Q2: 662,052 shares; 2024Q3: 740,727 shares; 2024Q4: 591,111 shares 591,111 $15.7M 0.2% -149,616 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 239,932 shares; 2024Q1: 245,673 shares; 2024Q2: 247,702 shares; 2024Q3: 242,653 shares; 2024Q4: 261,447 shares 261,447 $15.6M 0.2% +18,794 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,136 shares; 2024Q1: 52,815 shares; 2024Q2: 54,302 shares; 2024Q3: 52,841 shares; 2024Q4: 46,318 shares 46,318 $15.5M 0.2% -6,523 Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 273,730 shares; 2024Q1: 276,146 shares; 2024Q2: 265,142 shares; 2024Q3: 256,729 shares; 2024Q4: 253,235 shares 253,235 $15.5M 0.2% -3,494 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,144 shares; 2024Q1: 60,750 shares; 2024Q2: 60,740 shares; 2024Q3: 117,186 shares; 2024Q4: 59,881 shares 59,881 $15.2M 0.19% -57,305 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 339,352 shares; 2024Q1: 334,686 shares; 2024Q2: 333,865 shares; 2024Q3: 364,181 shares; 2024Q4: 376,421 shares 376,421 $15.1M 0.19% +12,240 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 155,354 shares; 2024Q1: 154,790 shares; 2024Q2: 153,346 shares; 2024Q3: 148,774 shares; 2024Q4: 138,668 shares 138,668 $14.9M 0.19% -10,106 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,249 shares; 2024Q1: 91,795 shares; 2024Q2: 91,011 shares; 2024Q3: 90,367 shares; 2024Q4: 90,874 shares 90,874 $14.9M 0.19% +507 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,683 shares; 2024Q1: 34,980 shares; 2024Q2: 35,166 shares; 2024Q3: 33,090 shares; 2024Q4: 33,464 shares 33,464 $14.9M 0.19% +374 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 126,419 shares; 2024Q1: 130,134 shares; 2024Q2: 259,445 shares; 2024Q3: 135,273 shares; 2024Q4: 126,621 shares 126,621 $14.7M 0.19% -8,652 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,632 shares; 2024Q1: 42,580 shares; 2024Q2: 40,723 shares; 2024Q3: 42,032 shares; 2024Q4: 43,679 shares 43,679 $14.5M 0.18% +1,647 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,758 shares; 2024Q1: 32,957 shares; 2024Q2: 32,811 shares; 2024Q3: 65,265 shares; 2024Q4: 35,279 shares 35,279 $14.5M 0.18% -29,986 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 262,780 shares; 2024Q1: 266,876 shares; 2024Q2: 259,359 shares; 2024Q3: 260,181 shares; 2024Q4: 254,547 shares 254,547 $14.4M 0.18% -5,634 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,163 shares; 2024Q1: 85,670 shares; 2024Q2: 80,792 shares; 2024Q3: 78,596 shares; 2024Q4: 75,376 shares 75,376 $14.1M 0.18% -3,220 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 215,299 shares; 2024Q1: 232,040 shares; 2024Q2: 270,388 shares; 2024Q3: 274,317 shares; 2024Q4: 279,838 shares 279,838 $14.1M 0.18% +5,521 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 124,132 shares; 2024Q1: 123,672 shares; 2024Q2: 119,405 shares; 2024Q3: 125,965 shares; 2024Q4: 91,954 shares 91,954 $14M 0.18% -34,011 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,444 shares; 2024Q1: 37,953 shares; 2024Q2: 37,806 shares; 2024Q3: 38,551 shares; 2024Q4: 38,457 shares 38,457 $14M 0.18% -94 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,348 shares; 2024Q1: 58,316 shares; 2024Q2: 58,601 shares; 2024Q3: 65,238 shares; 2024Q4: 59,218 shares 59,218 $13.8M 0.18% -6,020 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,772 shares; 2024Q1: 107,569 shares; 2024Q2: 108,175 shares; 2024Q3: 111,005 shares; 2024Q4: 110,515 shares 110,515 $13.4M 0.17% -490 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 312,624 shares; 2024Q1: 311,984 shares; 2024Q2: 300,046 shares; 2024Q3: 517,820 shares; 2024Q4: 208,912 shares 208,912 $13.3M 0.17% -308,908 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 152,947 shares; 2024Q1: 173,859 shares; 2024Q2: 179,585 shares; 2024Q3: 186,908 shares; 2024Q4: 188,671 shares 188,671 $13.3M 0.17% +1,763 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,370 shares; 2024Q1: 38,702 shares; 2024Q2: 38,814 shares; 2024Q3: 39,605 shares; 2024Q4: 70,970 shares 70,970 $12.9M 0.16% +31,365 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,829 shares; 2024Q1: 59,295 shares; 2024Q2: 56,756 shares; 2024Q3: 54,958 shares; 2024Q4: 52,801 shares 52,801 $12.7M 0.16% -2,157 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,805 shares; 2024Q1: 10,724 shares; 2024Q2: 13,676 shares; 2024Q3: 13,471 shares; 2024Q4: 11,929 shares 11,929 $12.6M 0.16% -1,542 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,233 shares; 2024Q1: 46,325 shares; 2024Q2: 43,024 shares; 2024Q3: 42,967 shares; 2024Q4: 42,777 shares 42,777 $12.3M 0.16% -190 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 63,085 shares; 2024Q1: 65,713 shares; 2024Q2: 66,048 shares; 2024Q3: 110,567 shares; 2024Q4: 57,586 shares 57,586 $11.8M 0.15% -52,981 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,767 shares; 2024Q1: 70,835 shares; 2024Q2: 63,121 shares; 2024Q3: 92,293 shares; 2024Q4: 59,330 shares 59,330 $11.6M 0.15% -32,963 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 270,620 shares; 2024Q1: 278,802 shares; 2024Q2: 273,045 shares; 2024Q3: 273,806 shares; 2024Q4: 272,736 shares 272,736 $11.6M 0.15% -1,070 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,060 shares; 2024Q1: 40,059 shares; 2024Q2: 76,402 shares; 2024Q3: 75,961 shares; 2024Q4: 43,428 shares 43,428 $11.4M 0.15% -32,533 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 98,157 shares; 2024Q1: 101,718 shares; 2024Q2: 97,915 shares; 2024Q3: 109,237 shares; 2024Q4: 115,466 shares 115,466 $11.2M 0.14% +6,229 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 518,921 shares; 2024Q1: 80,148 shares; 2024Q2: 84,218 shares; 2024Q3: 104,019 shares; 2024Q4: 135,568 shares 135,568 $11.1M 0.14% +31,549 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75,557 shares; 2024Q1: 85,786 shares; 2024Q2: 83,776 shares; 2024Q3: 93,643 shares; 2024Q4: 103,820 shares 103,820 $11.1M 0.14% +10,177 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,128 shares; 2024Q1: 133,517 shares; 2024Q2: 158,863 shares; 2024Q3: 168,814 shares; 2024Q4: 173,151 shares 173,151 $10.8M 0.14% +4,337 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,648 shares; 2024Q1: 26,275 shares; 2024Q2: 25,589 shares; 2024Q3: 28,160 shares; 2024Q4: 25,644 shares 25,644 $10.4M 0.13% -2,516 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,517 shares; 2024Q1: 80,243 shares; 2024Q2: 79,507 shares; 2024Q3: 92,177 shares; 2024Q4: 82,303 shares 82,303 $9.91M 0.13% -9,874 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,065 shares; 2024Q1: 27,067 shares; 2024Q2: 26,511 shares; 2024Q3: 25,962 shares; 2024Q4: 28,085 shares 28,085 $9.88M 0.13% +2,123 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 352,610 shares; 2024Q1: 364,485 shares; 2024Q2: 357,646 shares; 2024Q3: 345,838 shares; 2024Q4: 313,840 shares 313,840 $9.87M 0.13% -31,998 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,924 shares; 2024Q1: 31,970 shares; 2024Q2: 25,045 shares; 2024Q3: 23,907 shares; 2024Q4: 23,537 shares 23,537 $9.86M 0.13% -370 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 157,897 shares; 2024Q1: 160,268 shares; 2024Q2: 160,450 shares; 2024Q3: 164,299 shares; 2024Q4: 164,263 shares 164,263 $9.81M 0.12% -36 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,996 shares; 2024Q1: 14,890 shares; 2024Q2: 15,274 shares; 2024Q3: 15,998 shares; 2024Q4: 17,047 shares 17,047 $9.77M 0.12% +1,049 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80,745 shares; 2024Q1: 79,276 shares; 2024Q2: 80,590 shares; 2024Q3: 87,531 shares; 2024Q4: 75,738 shares 75,738 $9.55M 0.12% -11,793 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,973 shares; 2024Q1: 83,230 shares; 2024Q2: 82,558 shares; 2024Q3: 71,760 shares; 2024Q4: 71,608 shares 71,608 $9.38M 0.12% -152 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,365 shares; 2024Q1: 53,994 shares; 2024Q2: 51,718 shares; 2024Q3: 51,320 shares; 2024Q4: 49,183 shares 49,183 $9.22M 0.12% -2,137 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,782 shares; 2024Q1: 37,303 shares; 2024Q2: 37,319 shares; 2024Q3: 49,473 shares; 2024Q4: 36,644 shares 36,644 $9.05M 0.12% -12,829 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66,455 shares; 2024Q1: 67,581 shares; 2024Q2: 66,655 shares; 2024Q3: 69,873 shares; 2024Q4: 69,780 shares 69,780 $9.03M 0.11% -93 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,837 shares; 2024Q1: 45,099 shares; 2024Q2: 43,613 shares; 2024Q3: 44,012 shares; 2024Q4: 38,575 shares 38,575 $8.8M 0.11% -5,437 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,359 shares; 2024Q1: 3,001 shares; 2024Q2: 5,034 shares; 2024Q3: 15,062 shares; 2024Q4: 17,648 shares 17,648 $8.57M 0.11% +2,586 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,986 shares; 2024Q1: 29,851 shares; 2024Q2: 30,206 shares; 2024Q3: 30,503 shares; 2024Q4: 30,893 shares 30,893 $8.54M 0.11% +390 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,414 shares; 2024Q1: 14,322 shares; 2024Q2: 13,918 shares; 2024Q3: 26,626 shares; 2024Q4: 13,386 shares 13,386 $8.34M 0.11% -13,240 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 118,109 shares; 2024Q1: 119,612 shares; 2024Q2: 143,317 shares; 2024Q3: 136,709 shares; 2024Q4: 116,184 shares 116,184 $8.33M 0.11% -20,525 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 90,752 shares; 2024Q1: 90,827 shares; 2024Q2: 91,282 shares; 2024Q3: 94,337 shares; 2024Q4: 97,617 shares 97,617 $8.29M 0.11% +3,280 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,557 shares; 2024Q1: 80,980 shares; 2024Q2: 78,152 shares; 2024Q3: 78,401 shares; 2024Q4: 74,136 shares 74,136 $8.26M 0.11% -4,265 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,515 shares; 2024Q1: 49,309 shares; 2024Q2: 50,551 shares; 2024Q3: 54,680 shares; 2024Q4: 51,519 shares 51,519 $7.91M 0.1% -3,161 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 190,850 shares; 2024Q1: 213,864 shares; 2024Q2: 229,556 shares; 2024Q3: 254,114 shares; 2024Q4: 288,391 shares 288,391 $7.85M 0.1% +34,277 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,469 shares; 2024Q1: 7,149 shares; 2024Q2: 7,501 shares; 2024Q3: 7,073 shares; 2024Q4: 7,399 shares 7,399 $7.8M 0.1% +326 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,293 shares; 2024Q1: 42,753 shares; 2024Q2: 46,208 shares; 2024Q3: 45,623 shares; 2024Q4: 47,546 shares 47,546 $7.73M 0.1% +1,923 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,001 shares; 2024Q1: 2,103 shares; 2024Q2: 109,600 shares; 2024Q3: 112,484 shares; 2024Q4: 127,425 shares 127,425 $7.68M 0.1% +14,941 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75,202 shares; 2024Q1: 82,948 shares; 2024Q2: 86,527 shares; 2024Q3: 178,309 shares; 2024Q4: 102,781 shares 102,781 $7.68M 0.1% -75,528 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,479 shares; 2024Q1: 9,049 shares; 2024Q2: 8,803 shares; 2024Q3: 12,667 shares; 2024Q4: 8,423 shares 8,423 $7.51M 0.1% -4,244 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,733 shares; 2024Q1: 66,203 shares; 2024Q2: 61,434 shares; 2024Q3: 58,168 shares; 2024Q4: 58,016 shares 58,016 $7.49M 0.1% -152 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 211,781 shares; 2024Q1: 252,672 shares; 2024Q2: 261,599 shares; 2024Q3: 286,808 shares; 2024Q4: 302,843 shares 302,843 $7.42M 0.09% +16,035 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,331 shares; 2024Q1: 45,337 shares; 2024Q2: 41,354 shares; 2024Q3: 37,749 shares; 2024Q4: 39,335 shares 39,335 $7.22M 0.09% +1,586 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,620 shares; 2024Q1: 39,748 shares; 2024Q2: 101,130 shares; 2024Q3: 103,222 shares; 2024Q4: 102,053 shares 102,053 $7.18M 0.09% -1,169 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,037 shares; 2024Q1: 56,082 shares; 2024Q2: 54,734 shares; 2024Q3: 59,758 shares; 2024Q4: 56,909 shares 56,909 $7.16M 0.09% -2,849 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 133,329 shares; 2024Q1: 133,000 shares; 2024Q2: 132,942 shares; 2024Q3: 121,678 shares; 2024Q4: 123,617 shares 123,617 $7.09M 0.09% +1,939 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,059 shares; 2024Q1: 22,729 shares; 2024Q2: 22,635 shares; 2024Q3: 23,491 shares; 2024Q4: 23,521 shares 23,521 $6.98M 0.09% +30 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 184,778 shares; 2024Q1: 150,218 shares; 2024Q2: 140,471 shares; 2024Q3: 133,849 shares; 2024Q4: 130,827 shares 130,827 $6.84M 0.09% -3,022 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 114,090 shares; 2024Q1: 113,937 shares; 2024Q2: 114,236 shares; 2024Q3: 128,137 shares; 2024Q4: 130,378 shares 130,378 $6.7M 0.09% +2,241 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,120 shares; 2024Q1: 2,124 shares; 2024Q2: 9,517 shares; 2024Q3: 16,595 shares; 2024Q4: 16,863 shares 16,863 $6.68M 0.09% +268 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,125 shares; 2024Q1: 58,648 shares; 2024Q2: 56,918 shares; 2024Q3: 54,165 shares; 2024Q4: 53,572 shares 53,572 $6.64M 0.08% -593 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,108 shares; 2024Q1: 28,234 shares; 2024Q2: 28,486 shares; 2024Q3: 28,715 shares; 2024Q4: 28,001 shares 28,001 $6.57M 0.08% -714 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,321 shares; 2024Q1: 11,808 shares; 2024Q2: 11,810 shares; 2024Q3: 12,245 shares; 2024Q4: 11,536 shares 11,536 $6.57M 0.08% -709 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,851 shares; 2024Q1: 43,259 shares; 2024Q2: 47,457 shares; 2024Q3: 97,356 shares; 2024Q4: 53,226 shares 53,226 $6.52M 0.08% -44,130 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,433 shares; 2024Q1: 46,590 shares; 2024Q2: 46,721 shares; 2024Q3: 47,348 shares; 2024Q4: 47,503 shares 47,503 $6.48M 0.08% +155 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,459 shares; 2024Q1: 70,019 shares; 2024Q2: 70,619 shares; 2024Q3: 116,404 shares; 2024Q4: 64,994 shares 64,994 $6.47M 0.08% -51,410 GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 149,384 shares; 2024Q1: 142,594 shares; 2024Q2: 134,293 shares; 2024Q3: 244,514 shares; 2024Q4: 124,306 shares 124,306 $6.46M 0.08% -120,208 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,589 shares; 2024Q1: 22,182 shares; 2024Q2: 21,972 shares; 2024Q3: 44,650 shares; 2024Q4: 24,235 shares 24,235 $6.41M 0.08% -20,415 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,647 shares; 2024Q1: 53,445 shares; 2024Q2: 53,309 shares; 2024Q3: 53,172 shares; 2024Q4: 53,849 shares 53,849 $6.37M 0.08% +677 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,619 shares; 2024Q1: 24,554 shares; 2024Q2: 31,573 shares; 2024Q3: 101,861 shares; 2024Q4: 68,555 shares 68,555 $6.27M 0.08% -33,306 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,366 shares; 2024Q1: 16,049 shares; 2024Q2: 15,661 shares; 2024Q3: 15,891 shares; 2024Q4: 17,887 shares 17,887 $6.24M 0.08% +1,996 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,385 shares; 2024Q1: 6,333 shares; 2024Q2: 7,264 shares; 2024Q3: 7,495 shares; 2024Q4: 9,819 shares 9,819 $6.17M 0.08% +2,324 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,011 shares; 2024Q1: 28,178 shares; 2024Q2: 29,097 shares; 2024Q3: 29,970 shares; 2024Q4: 28,970 shares 28,970 $6.15M 0.08% -1,000 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,766 shares; 2024Q1: 84,324 shares; 2024Q2: 85,433 shares; 2024Q3: 105,674 shares; 2024Q4: 97,786 shares 97,786 $6.13M 0.08% -7,888 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,190 shares; 2024Q1: 5,574 shares; 2024Q2: 7,742 shares; 2024Q3: 30,955 shares; 2024Q4: 30,394 shares 30,394 $6M 0.08% -561 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,101 shares; 2024Q1: 43,594 shares; 2024Q2: 45,462 shares; 2024Q3: 88,365 shares; 2024Q4: 46,916 shares 46,916 $5.99M 0.08% -41,449 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,037 shares; 2024Q1: 46,104 shares; 2024Q2: 47,494 shares; 2024Q3: 89,572 shares; 2024Q4: 45,096 shares 45,096 $5.96M 0.08% -44,476 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,805 shares 5,805 $5.95M 0.08% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,015 shares; 2024Q1: 51,363 shares; 2024Q2: 52,013 shares; 2024Q3: 54,697 shares; 2024Q4: 69,094 shares 69,094 $5.94M 0.08% +14,397 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 127,841 shares; 2024Q1: 135,575 shares; 2024Q2: 199,890 shares; 2024Q3: 426,047 shares; 2024Q4: 204,709 shares 204,709 $5.94M 0.08% -221,338 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,057 shares; 2024Q1: 12,309 shares; 2024Q2: 12,337 shares; 2024Q3: 11,828 shares; 2024Q4: 11,359 shares 11,359 $5.91M 0.08% -469 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,115 shares; 2024Q1: 60,115 shares; 2024Q2: 60,115 shares; 2024Q3: 59,445 shares; 2024Q4: 59,445 shares 59,445 $5.89M 0.07% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,560 shares; 2024Q1: 46,765 shares; 2024Q2: 93,560 shares; 2024Q3: 46,486 shares; 2024Q4: 46,804 shares 46,804 $5.76M 0.07% +318 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 137,056 shares; 2024Q1: 168,013 shares; 2024Q2: 223,017 shares; 2024Q3: 176,801 shares; 2024Q4: 169,082 shares 169,082 $5.72M 0.07% -7,719 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,836 shares; 2024Q1: 88,800 shares; 2024Q2: 88,880 shares; 2024Q3: 89,591 shares; 2024Q4: 89,430 shares 89,430 $5.71M 0.07% -161 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 142,405 shares; 2024Q1: 155,015 shares; 2024Q2: 150,713 shares; 2024Q3: 154,036 shares; 2024Q4: 152,069 shares 152,069 $5.71M 0.07% -1,967 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 120,030 shares; 2024Q1: 133,840 shares; 2024Q2: 132,926 shares; 2024Q3: 180,323 shares; 2024Q4: 128,861 shares 128,861 $5.68M 0.07% -51,462 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,404 shares; 2024Q1: 33,584 shares; 2024Q2: 31,540 shares; 2024Q3: 31,635 shares; 2024Q4: 32,506 shares 32,506 $5.61M 0.07% +871 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,655 shares; 2024Q1: 47,010 shares; 2024Q2: 46,961 shares; 2024Q3: 89,102 shares; 2024Q4: 64,809 shares 64,809 $5.55M 0.07% -24,293 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,990 shares; 2024Q1: 87,989 shares; 2024Q2: 91,807 shares; 2024Q3: 167,028 shares; 2024Q4: 93,701 shares 93,701 $5.44M 0.07% -73,327 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 249,165 shares; 2024Q1: 243,663 shares; 2024Q2: 240,957 shares; 2024Q3: 375,572 shares; 2024Q4: 230,711 shares 230,711 $5.43M 0.07% -144,861 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100,496 shares; 2024Q1: 101,515 shares; 2024Q2: 101,259 shares; 2024Q3: 91,391 shares; 2024Q4: 93,069 shares 93,069 $5.35M 0.07% +1,678 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,869 shares; 2024Q1: 49,164 shares; 2024Q2: 49,337 shares; 2024Q3: 50,514 shares; 2024Q4: 251,895 shares 251,895 $5.33M 0.07% +201,381 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,413 shares; 2024Q1: 93,092 shares; 2024Q2: 90,471 shares; 2024Q3: 80,301 shares; 2024Q4: 70,138 shares 70,138 $5.31M 0.07% -10,163 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72,863 shares; 2024Q1: 72,910 shares; 2024Q2: 74,923 shares; 2024Q3: 99,049 shares; 2024Q4: 75,287 shares 75,287 $5.29M 0.07% -23,762 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64,218 shares; 2024Q1: 72,058 shares; 2024Q2: 78,989 shares; 2024Q3: 84,874 shares; 2024Q4: 83,667 shares 83,667 $5.23M 0.07% -1,207 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,793 shares; 2024Q1: 35,067 shares; 2024Q2: 35,571 shares; 2024Q3: 39,292 shares; 2024Q4: 38,487 shares 38,487 $5.16M 0.07% -805 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,149 shares; 2024Q1: 51,106 shares; 2024Q2: 48,387 shares; 2024Q3: 64,693 shares; 2024Q4: 60,495 shares 60,495 $5.16M 0.07% -4,198 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,982 shares; 2024Q1: 30,983 shares; 2024Q2: 31,627 shares; 2024Q3: 33,874 shares; 2024Q4: 34,638 shares 34,638 $5.16M 0.07% +764 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,631 shares; 2024Q1: 27,405 shares; 2024Q2: 26,763 shares; 2024Q3: 33,769 shares; 2024Q4: 42,099 shares 42,099 $5.09M 0.06% +8,330 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,122 shares; 2024Q1: 10,264 shares; 2024Q2: 10,351 shares; 2024Q3: 10,216 shares; 2024Q4: 10,136 shares 10,136 $5.05M 0.06% -80 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 82,356 shares; 2024Q1: 83,066 shares; 2024Q2: 83,290 shares; 2024Q3: 92,252 shares; 2024Q4: 92,517 shares 92,517 $5.04M 0.06% +265 SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 93,111 shares; 2024Q1: 105,510 shares; 2024Q2: 111,406 shares; 2024Q3: 120,709 shares; 2024Q4: 138,244 shares 138,244 $4.96M 0.06% +17,535 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,198 shares; 2024Q1: 9,235 shares; 2024Q2: 9,280 shares; 2024Q3: 10,021 shares; 2024Q4: 9,476 shares 9,476 $4.89M 0.06% -545 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100,322 shares; 2024Q1: 98,979 shares; 2024Q2: 65,955 shares; 2024Q3: 66,738 shares; 2024Q4: 60,919 shares 60,919 $4.87M 0.06% -5,819 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,808 shares; 2024Q1: 20,069 shares; 2024Q2: 27,409 shares; 2024Q3: 23,130 shares; 2024Q4: 23,109 shares 23,109 $4.86M 0.06% -21 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51,077 shares; 2024Q1: 59,038 shares; 2024Q2: 61,226 shares; 2024Q3: 72,748 shares; 2024Q4: 80,958 shares 80,958 $4.84M 0.06% +8,210 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,614 shares; 2024Q1: 13,196 shares; 2024Q2: 12,464 shares; 2024Q3: 11,361 shares; 2024Q4: 11,333 shares 11,333 $4.8M 0.06% -28 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,769 shares; 2024Q1: 56,424 shares; 2024Q2: 56,094 shares; 2024Q3: 49,620 shares; 2024Q4: 45,022 shares 45,022 $4.8M 0.06% -4,598 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,904 shares; 2024Q1: 14,125 shares; 2024Q2: 14,221 shares; 2024Q3: 13,856 shares; 2024Q4: 13,290 shares 13,290 $4.77M 0.06% -566 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,220 shares; 2024Q1: 40,604 shares; 2024Q2: 72,831 shares; 2024Q3: 66,009 shares; 2024Q4: 67,733 shares 67,733 $4.7M 0.06% +1,724 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,222 shares; 2024Q1: 15,942 shares; 2024Q2: 15,147 shares; 2024Q3: 27,491 shares; 2024Q4: 16,154 shares 16,154 $4.69M 0.06% -11,337 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,481 shares; 2024Q1: 34,341 shares; 2024Q2: 34,713 shares; 2024Q3: 37,209 shares; 2024Q4: 34,660 shares 34,660 $4.69M 0.06% -2,549 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 124,302 shares; 2024Q1: 126,750 shares; 2024Q2: 124,912 shares; 2024Q3: 123,313 shares; 2024Q4: 116,391 shares 116,391 $4.67M 0.06% -6,922 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,923 shares; 2024Q1: 18,931 shares; 2024Q2: 18,004 shares; 2024Q3: 21,619 shares; 2024Q4: 18,115 shares 18,115 $4.66M 0.06% -3,504 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,985 shares; 2024Q1: 12,957 shares; 2024Q2: 13,025 shares; 2024Q3: 13,830 shares; 2024Q4: 15,384 shares 15,384 $4.6M 0.06% +1,554 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,917 shares; 2024Q1: 20,487 shares; 2024Q2: 38,638 shares; 2024Q3: 19,066 shares; 2024Q4: 16,080 shares 16,080 $4.6M 0.06% -2,986 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,247 shares; 2024Q1: 44,973 shares; 2024Q2: 45,677 shares; 2024Q3: 84,948 shares; 2024Q4: 163,014 shares 163,014 $4.54M 0.06% +78,066 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,518 shares; 2024Q1: 99,426 shares; 2024Q2: 140,668 shares; 2024Q3: 148,674 shares; 2024Q4: 148,807 shares 148,807 $4.53M 0.06% +133 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,805 shares; 2024Q1: 9,558 shares; 2024Q2: 7,493 shares; 2024Q3: 7,007 shares; 2024Q4: 7,181 shares 7,181 $4.53M 0.06% +174 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,064 shares; 2024Q1: 11,153 shares; 2024Q2: 11,270 shares; 2024Q3: 11,159 shares; 2024Q4: 11,154 shares 11,154 $4.49M 0.06% -5 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115,739 shares; 2024Q1: 116,804 shares; 2024Q2: 163,836 shares; 2024Q3: 242,645 shares; 2024Q4: 156,810 shares 156,810 $4.37M 0.06% -85,835 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 179,120 shares; 2024Q1: 168,520 shares; 2024Q2: 161,684 shares; 2024Q3: 160,986 shares; 2024Q4: 159,089 shares 159,089 $4.36M 0.06% -1,897 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 59,316 shares; 2024Q3: 188,188 shares; 2024Q4: 85,372 shares 85,372 $4.31M 0.05% -102,816 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,203 shares; 2024Q1: 57,251 shares; 2024Q2: 55,614 shares; 2024Q3: 102,452 shares; 2024Q4: 54,625 shares 54,625 $4.26M 0.05% -47,827 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,619 shares; 2024Q1: 28,478 shares; 2024Q2: 58,992 shares; 2024Q3: 57,790 shares; 2024Q4: 25,543 shares 25,543 $4.26M 0.05% -32,247 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 79,632 shares; 2024Q1: 81,811 shares; 2024Q2: 84,252 shares; 2024Q3: 109,717 shares; 2024Q4: 110,947 shares 110,947 $4.25M 0.05% +1,230 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,799 shares; 2024Q1: 206,889 shares; 2024Q2: 158,478 shares; 2024Q3: 173,448 shares; 2024Q4: 125,279 shares 125,279 $4.25M 0.05% -48,169 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,480 shares; 2024Q1: 12,948 shares; 2024Q2: 12,606 shares; 2024Q3: 14,797 shares; 2024Q4: 11,762 shares 11,762 $4.24M 0.05% -3,035 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,448 shares; 2024Q1: 25,258 shares; 2024Q2: 24,971 shares; 2024Q3: 24,425 shares; 2024Q4: 23,685 shares 23,685 $4.22M 0.05% -740 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 143,146 shares; 2024Q1: 109,231 shares; 2024Q2: 107,015 shares; 2024Q3: 102,638 shares; 2024Q4: 100,929 shares 100,929 $4.22M 0.05% -1,709 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,697 shares; 2024Q1: 57,818 shares; 2024Q2: 61,595 shares; 2024Q3: 118,654 shares; 2024Q4: 176,829 shares 176,829 $4.19M 0.05% +58,175 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 114,843 shares; 2024Q1: 40,105 shares; 2024Q2: 41,544 shares; 2024Q3: 82,184 shares; 2024Q4: 84,504 shares 84,504 $4.18M 0.05% +2,320 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 69,971 shares; 2024Q1: 69,950 shares; 2024Q2: 68,867 shares; 2024Q3: 64,860 shares; 2024Q4: 62,716 shares 62,716 $4.11M 0.05% -2,144 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 69,390 shares; 2024Q1: 40,451 shares; 2024Q2: 39,629 shares; 2024Q3: 41,459 shares; 2024Q4: 44,362 shares 44,362 $4.1M 0.05% +2,903 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,593 shares; 2024Q1: 17,081 shares; 2024Q2: 16,909 shares; 2024Q3: 16,865 shares; 2024Q4: 16,615 shares 16,615 $4.09M 0.05% -250 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 156,536 shares; 2024Q1: 238,086 shares; 2024Q2: 223,846 shares; 2024Q3: 222,079 shares; 2024Q4: 154,295 shares 154,295 $4.06M 0.05% -67,784 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,851 shares; 2024Q1: 4,860 shares; 2024Q2: 4,971 shares; 2024Q3: 3,451 shares; 2024Q4: 3,379 shares 3,379 $4.01M 0.05% -72 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,231 shares; 2024Q1: 36,937 shares; 2024Q2: 36,512 shares; 2024Q3: 36,567 shares; 2024Q4: 35,977 shares 35,977 $3.98M 0.05% -590 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,859 shares; 2024Q1: 14,444 shares; 2024Q2: 14,957 shares; 2024Q3: 16,199 shares; 2024Q4: 17,658 shares 17,658 $3.97M 0.05% +1,459 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,109 shares; 2024Q1: 49,965 shares; 2024Q2: 50,325 shares; 2024Q3: 52,089 shares; 2024Q4: 54,800 shares 54,800 $3.97M 0.05% +2,711 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 131,705 shares; 2024Q1: 130,286 shares; 2024Q2: 125,542 shares; 2024Q3: 122,346 shares; 2024Q4: 122,354 shares 122,354 $3.95M 0.05% +8 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,233 shares; 2024Q1: 46,485 shares; 2024Q2: 46,512 shares; 2024Q3: 67,889 shares; 2024Q4: 53,107 shares 53,107 $3.93M 0.05% -14,782 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,413 shares; 2024Q1: 30,563 shares; 2024Q2: 28,134 shares; 2024Q3: 29,763 shares; 2024Q4: 25,363 shares 25,363 $3.92M 0.05% -4,400 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,699 shares; 2024Q1: 14,947 shares; 2024Q2: 12,364 shares; 2024Q3: 12,785 shares; 2024Q4: 13,139 shares 13,139 $3.88M 0.05% +354 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,312 shares; 2024Q1: 65,036 shares; 2024Q2: 66,884 shares; 2024Q3: 75,156 shares; 2024Q4: 80,936 shares 80,936 $3.87M 0.05% +5,780 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,809 shares; 2024Q1: 28,078 shares; 2024Q2: 27,545 shares; 2024Q3: 32,640 shares; 2024Q4: 27,610 shares 27,610 $3.85M 0.05% -5,030 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,702 shares; 2024Q1: 16,838 shares; 2024Q2: 18,868 shares; 2024Q3: 18,354 shares; 2024Q4: 18,698 shares 18,698 $3.84M 0.05% +344 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,186 shares; 2024Q1: 59,416 shares; 2024Q2: 58,481 shares; 2024Q3: 56,109 shares; 2024Q4: 56,004 shares 56,004 $3.82M 0.05% -105 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,710 shares; 2024Q1: 28,672 shares; 2024Q2: 42,237 shares; 2024Q3: 90,554 shares; 2024Q4: 76,573 shares 76,573 $3.82M 0.05% -13,981 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 158,415 shares; 2024Q1: 173,373 shares; 2024Q2: 171,522 shares; 2024Q3: 163,445 shares; 2024Q4: 169,848 shares 169,848 $3.81M 0.05% +6,403 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,107 shares; 2024Q1: 3,093 shares; 2024Q2: 3,112 shares; 2024Q3: 3,590 shares; 2024Q4: 16,840 shares 16,840 $3.77M 0.05% +13,250 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,770 shares; 2024Q1: 15,155 shares; 2024Q2: 18,539 shares; 2024Q3: 19,590 shares; 2024Q4: 14,574 shares 14,574 $3.76M 0.05% -5,016 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,496 shares; 2024Q1: 88,256 shares; 2024Q2: 88,202 shares; 2024Q3: 80,590 shares; 2024Q4: 78,600 shares 78,600 $3.76M 0.05% -1,990 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,211 shares; 2024Q1: 17,634 shares; 2024Q2: 18,283 shares; 2024Q3: 17,643 shares; 2024Q4: 17,685 shares 17,685 $3.76M 0.05% +42 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,703 shares; 2024Q1: 108,583 shares; 2024Q2: 114,183 shares; 2024Q3: 139,138 shares; 2024Q4: 146,542 shares 146,542 $3.74M 0.05% +7,404 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,757 shares; 2024Q1: 24,291 shares; 2024Q2: 24,291 shares; 2024Q3: 32,016 shares; 2024Q4: 85,782 shares 85,782 $3.68M 0.05% +53,766 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,886 shares; 2024Q1: 47,353 shares; 2024Q2: 34,424 shares; 2024Q3: 69,800 shares; 2024Q4: 36,409 shares 36,409 $3.63M 0.05% -33,391 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 199,410 shares; 2024Q1: 216,953 shares; 2024Q2: 225,910 shares; 2024Q3: 216,588 shares; 2024Q4: 157,145 shares 157,145 $3.61M 0.05% -59,443 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 123,910 shares; 2024Q1: 122,400 shares; 2024Q2: 112,979 shares; 2024Q3: 100,106 shares; 2024Q4: 79,951 shares 79,951 $3.59M 0.05% -20,155 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,786 shares; 2024Q1: 61,183 shares; 2024Q2: 64,453 shares; 2024Q3: 70,644 shares; 2024Q4: 62,261 shares 62,261 $3.57M 0.05% -8,383 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,947 shares; 2024Q1: 8,321 shares; 2024Q2: 8,318 shares; 2024Q3: 6,071 shares; 2024Q4: 6,192 shares 6,192 $3.57M 0.05% +121 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,795 shares; 2024Q1: 14,041 shares; 2024Q2: 28,173 shares; 2024Q3: 24,405 shares; 2024Q4: 12,527 shares 12,527 $3.56M 0.05% -11,878 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,792 shares; 2024Q1: 43,808 shares; 2024Q2: 44,061 shares; 2024Q3: 49,754 shares; 2024Q4: 45,221 shares 45,221 $3.55M 0.05% -4,533 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,819 shares; 2024Q1: 42,207 shares; 2024Q2: 48,909 shares; 2024Q3: 47,245 shares; 2024Q4: 49,141 shares 49,141 $3.53M 0.04% +1,896 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,388 shares; 2024Q1: 49,707 shares; 2024Q2: 50,136 shares; 2024Q3: 64,093 shares; 2024Q4: 64,950 shares 64,950 $3.53M 0.04% +857 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,177 shares; 2024Q1: 47,596 shares; 2024Q2: 49,049 shares; 2024Q3: 50,139 shares; 2024Q4: 33,585 shares 33,585 $3.52M 0.04% -16,554 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,646 shares; 2024Q1: 60,565 shares; 2024Q2: 56,495 shares; 2024Q3: 56,213 shares; 2024Q4: 53,882 shares 53,882 $3.52M 0.04% -2,331 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,462 shares; 2024Q1: 15,795 shares; 2024Q2: 15,905 shares; 2024Q3: 12,519 shares; 2024Q4: 12,737 shares 12,737 $3.51M 0.04% +218 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 236,960 shares; 2024Q1: 240,657 shares; 2024Q2: 242,497 shares; 2024Q3: 301,550 shares; 2024Q4: 298,842 shares 298,842 $3.5M 0.04% -2,708 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,024 shares; 2024Q1: 14,045 shares; 2024Q2: 14,357 shares; 2024Q3: 12,729 shares; 2024Q4: 10,287 shares 10,287 $3.5M 0.04% -2,442 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,612 shares; 2024Q1: 19,248 shares; 2024Q2: 24,466 shares; 2024Q3: 10,149 shares; 2024Q4: 10,312 shares 10,312 $3.48M 0.04% +163 AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,766 shares; 2024Q1: 13,016 shares; 2024Q2: 24,034 shares; 2024Q3: 49,661 shares; 2024Q4: 52,043 shares 52,043 $3.48M 0.04% +2,382 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,102 shares; 2024Q1: 40,016 shares; 2024Q2: 38,510 shares; 2024Q3: 35,731 shares; 2024Q4: 33,968 shares 33,968 $3.45M 0.04% -1,763 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,632 shares; 2024Q1: 14,075 shares; 2024Q2: 14,504 shares; 2024Q3: 27,446 shares; 2024Q4: 14,106 shares 14,106 $3.39M 0.04% -13,340 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,020 shares; 2024Q1: 55,573 shares; 2024Q2: 53,368 shares; 2024Q3: 38,068 shares; 2024Q4: 36,690 shares 36,690 $3.35M 0.04% -1,378 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,897 shares; 2024Q1: 2,610 shares; 2024Q2: 2,081 shares; 2024Q3: 1,778 shares; 2024Q4: 1,963 shares 1,963 $3.34M 0.04% +185 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,653 shares; 2024Q1: 5,743 shares; 2024Q2: 5,802 shares; 2024Q3: 5,517 shares; 2024Q4: 5,557 shares 5,557 $3.33M 0.04% +40 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,489 shares; 2024Q1: 11,912 shares; 2024Q2: 12,008 shares; 2024Q3: 14,048 shares; 2024Q4: 15,895 shares 15,895 $3.33M 0.04% +1,847 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 185,184 shares; 2024Q1: 172,763 shares; 2024Q2: 163,418 shares; 2024Q3: 164,008 shares; 2024Q4: 164,413 shares 164,413 $3.32M 0.04% +405 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,214 shares; 2024Q1: 16,861 shares; 2024Q2: 16,171 shares; 2024Q3: 14,473 shares; 2024Q4: 14,101 shares 14,101 $3.3M 0.04% -372 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,748 shares; 2024Q1: 43,755 shares; 2024Q2: 45,413 shares; 2024Q3: 45,995 shares; 2024Q4: 33,267 shares 33,267 $3.3M 0.04% -12,728 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,479 shares; 2024Q1: 25,501 shares; 2024Q2: 23,109 shares; 2024Q3: 20,698 shares; 2024Q4: 18,566 shares 18,566 $3.29M 0.04% -2,132 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,410 shares; 2024Q1: 30,506 shares; 2024Q2: 30,334 shares; 2024Q3: 24,778 shares; 2024Q4: 25,086 shares 25,086 $3.28M 0.04% +308 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,347 shares; 2024Q1: 31,082 shares; 2024Q2: 29,929 shares; 2024Q3: 29,416 shares; 2024Q4: 29,427 shares 29,427 $3.28M 0.04% +11 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,664 shares; 2024Q1: 37,786 shares; 2024Q2: 40,081 shares; 2024Q3: 42,684 shares; 2024Q4: 45,049 shares 45,049 $3.28M 0.04% +2,365 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,584 shares; 2024Q1: 29,124 shares; 2024Q2: 29,308 shares; 2024Q3: 61,900 shares; 2024Q4: 31,334 shares 31,334 $3.25M 0.04% -30,566 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,093 shares; 2024Q1: 54,858 shares; 2024Q2: 55,123 shares; 2024Q3: 49,790 shares; 2024Q4: 50,594 shares 50,594 $3.25M 0.04% +804 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 33,160 shares; 2024Q4: 33,540 shares 33,540 $3.21M 0.04% +380 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,028 shares; 2024Q1: 65,071 shares; 2024Q2: 63,323 shares; 2024Q3: 49,385 shares; 2024Q4: 43,290 shares 43,290 $3.2M 0.04% -6,095 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,985 shares; 2024Q1: 26,985 shares; 2024Q2: 111,911 shares; 2024Q3: 26,866 shares; 2024Q4: 27,146 shares 27,146 $3.19M 0.04% +280 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,516 shares; 2024Q1: 75,727 shares; 2024Q2: 69,076 shares; 2024Q3: 60,142 shares; 2024Q4: 58,344 shares 58,344 $3.14M 0.04% -1,798 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,903 shares; 2024Q1: 3,637 shares; 2024Q2: 3,519 shares; 2024Q3: 6,514 shares; 2024Q4: 10,798 shares 10,798 $3.13M 0.04% +4,284 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,015 shares; 2024Q1: 8,956 shares; 2024Q2: 10,773 shares; 2024Q3: 23,452 shares; 2024Q4: 38,516 shares 38,516 $3.09M 0.04% +15,064 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,634 shares; 2024Q1: 13,287 shares; 2024Q2: 13,877 shares; 2024Q3: 17,499 shares; 2024Q4: 51,038 shares 51,038 $3.08M 0.04% +33,539 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,391 shares; 2024Q1: 100,241 shares; 2024Q2: 94,827 shares; 2024Q3: 95,045 shares; 2024Q4: 93,777 shares 93,777 $3.06M 0.04% -1,268 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,019 shares; 2024Q1: 13,963 shares; 2024Q2: 13,974 shares; 2024Q3: 14,233 shares; 2024Q4: 15,207 shares 15,207 $3.06M 0.04% +974 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,034 shares; 2024Q1: 29,909 shares; 2024Q2: 24,763 shares; 2024Q3: 23,800 shares; 2024Q4: 19,303 shares 19,303 $3.06M 0.04% -4,497 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66,243 shares; 2024Q1: 72,200 shares; 2024Q2: 72,852 shares; 2024Q3: 81,371 shares; 2024Q4: 85,314 shares 85,314 $3.04M 0.04% +3,943 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,176 shares; 2024Q1: 8,161 shares; 2024Q2: 8,171 shares; 2024Q3: 8,211 shares; 2024Q4: 8,180 shares 8,180 $3.02M 0.04% -31 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 196,295 shares; 2024Q1: 190,756 shares; 2024Q2: 192,793 shares; 2024Q3: 134,952 shares; 2024Q4: 137,022 shares 137,022 $3M 0.04% +2,070 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,108 shares; 2024Q1: 42,549 shares; 2024Q2: 31,229 shares; 2024Q3: 61,404 shares; 2024Q4: 29,895 shares 29,895 $3M 0.04% -31,509 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 340,441 shares; 2024Q1: 332,750 shares; 2024Q2: 365,777 shares; 2024Q3: 219,566 shares; 2024Q4: 149,254 shares 149,254 $2.99M 0.04% -70,312 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,252 shares; 2024Q1: 21,491 shares; 2024Q2: 12,968 shares; 2024Q3: 16,163 shares; 2024Q4: 8,647 shares 8,647 $2.97M 0.04% -7,516 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 26,466 shares; 2024Q2: 26,581 shares; 2024Q3: 31,568 shares; 2024Q4: 32,075 shares 32,075 $2.95M 0.04% +507 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,892 shares; 2024Q1: 29,073 shares; 2024Q2: 51,889 shares; 2024Q3: 29,808 shares; 2024Q4: 30,634 shares 30,634 $2.89M 0.04% +826 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,170 shares; 2024Q1: 27,309 shares; 2024Q2: 27,386 shares; 2024Q3: 30,251 shares; 2024Q4: 30,357 shares 30,357 $2.89M 0.04% +106 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,848 shares; 2024Q1: 29,286 shares; 2024Q2: 28,076 shares; 2024Q3: 38,216 shares; 2024Q4: 110,009 shares 110,009 $2.88M 0.04% +71,793 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,262 shares; 2024Q1: 34,184 shares; 2024Q2: 33,078 shares; 2024Q3: 40,817 shares; 2024Q4: 31,934 shares 31,934 $2.85M 0.04% -8,883 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,732 shares; 2024Q1: 15,678 shares; 2024Q2: 15,761 shares; 2024Q3: 16,102 shares; 2024Q4: 16,195 shares 16,195 $2.84M 0.04% +93 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,465 shares; 2024Q1: 10,234 shares; 2024Q2: 12,657 shares; 2024Q3: 30,925 shares; 2024Q4: 121,505 shares 121,505 $2.81M 0.04% +90,580 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,236 shares; 2024Q1: 8,230 shares; 2024Q2: 7,557 shares; 2024Q3: 8,828 shares; 2024Q4: 7,545 shares 7,545 $2.79M 0.04% -1,283 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,794 shares; 2024Q1: 16,110 shares; 2024Q2: 15,600 shares; 2024Q3: 30,849 shares; 2024Q4: 16,421 shares 16,421 $2.78M 0.04% -14,428 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,413 shares; 2024Q1: 3,423 shares; 2024Q2: 3,799 shares; 2024Q3: 15,324 shares; 2024Q4: 15,030 shares 15,030 $2.75M 0.03% -294 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,337 shares; 2024Q1: 75,982 shares; 2024Q2: 224,777 shares; 2024Q3: 228,404 shares; 2024Q4: 233,413 shares 233,413 $2.74M 0.03% +5,009 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,984 shares; 2024Q1: 108,268 shares; 2024Q2: 107,388 shares; 2024Q3: 207,388 shares; 2024Q4: 108,554 shares 108,554 $2.72M 0.03% -98,834 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,222 shares; 2024Q1: 22,264 shares; 2024Q2: 22,803 shares; 2024Q3: 38,097 shares; 2024Q4: 82,967 shares 82,967 $2.72M 0.03% +44,870 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,761 shares; 2024Q1: 35,151 shares; 2024Q2: 35,633 shares; 2024Q3: 36,538 shares; 2024Q4: 35,328 shares 35,328 $2.69M 0.03% -1,210 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,396 shares; 2024Q1: 11,596 shares; 2024Q2: 11,700 shares; 2024Q3: 13,222 shares; 2024Q4: 13,213 shares 13,213 $2.69M 0.03% -9 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,352 shares; 2024Q1: 40,834 shares; 2024Q2: 40,852 shares; 2024Q3: 47,490 shares; 2024Q4: 43,659 shares 43,659 $2.68M 0.03% -3,831 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,451 shares; 2024Q1: 33,800 shares; 2024Q2: 32,369 shares; 2024Q3: 25,302 shares; 2024Q4: 91,566 shares 91,566 $2.67M 0.03% +66,264 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,089 shares; 2024Q1: 25,551 shares; 2024Q2: 28,535 shares; 2024Q3: 29,907 shares; 2024Q4: 30,152 shares 30,152 $2.65M 0.03% +245 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,527 shares; 2024Q1: 61,255 shares; 2024Q2: 58,489 shares; 2024Q3: 112,606 shares; 2024Q4: 52,192 shares 52,192 $2.65M 0.03% -60,414 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 71,878 shares; 2024Q1: 51,887 shares; 2024Q2: 88,846 shares; 2024Q3: 108,235 shares; 2024Q4: 68,964 shares 68,964 $2.63M 0.03% -39,271 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51,035 shares; 2024Q1: 51,652 shares; 2024Q2: 51,744 shares; 2024Q3: 53,623 shares; 2024Q4: 51,611 shares 51,611 $2.63M 0.03% -2,012 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 104,182 shares; 2024Q1: 99,064 shares; 2024Q2: 101,849 shares; 2024Q3: 103,618 shares; 2024Q4: 95,592 shares 95,592 $2.62M 0.03% -8,026 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,857 shares; 2024Q1: 13,600 shares; 2024Q2: 13,723 shares; 2024Q3: 14,232 shares; 2024Q4: 13,544 shares 13,544 $2.61M 0.03% -688 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,518 shares; 2024Q1: 5,414 shares; 2024Q2: 5,187 shares; 2024Q3: 4,573 shares; 2024Q4: 4,388 shares 4,388 $2.6M 0.03% -185 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,206 shares; 2024Q1: 16,353 shares; 2024Q2: 16,828 shares; 2024Q3: 22,711 shares; 2024Q4: 18,615 shares 18,615 $2.56M 0.03% -4,096 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,161 shares; 2024Q1: 99,914 shares; 2024Q2: 100,573 shares; 2024Q3: 190,025 shares; 2024Q4: 100,858 shares 100,858 $2.55M 0.03% -89,167 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,414 shares; 2024Q1: 28,821 shares; 2024Q2: 28,949 shares; 2024Q3: 32,062 shares; 2024Q4: 32,235 shares 32,235 $2.52M 0.03% +173 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,146 shares; 2024Q1: 74,285 shares; 2024Q2: 114,529 shares; 2024Q3: 157,667 shares; 2024Q4: 113,215 shares 113,215 $2.51M 0.03% -44,452 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,286 shares; 2024Q1: 40,502 shares; 2024Q2: 39,506 shares; 2024Q3: 31,467 shares; 2024Q4: 27,446 shares 27,446 $2.5M 0.03% -4,021 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,354 shares; 2024Q1: 32,405 shares; 2024Q2: 29,053 shares; 2024Q3: 55,254 shares; 2024Q4: 32,249 shares 32,249 $2.49M 0.03% -23,005 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,832 shares; 2024Q1: 4,411 shares; 2024Q2: 4,246 shares; 2024Q3: 14,936 shares; 2024Q4: 8,855 shares 8,855 $2.49M 0.03% -6,081 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,860 shares; 2024Q1: 64,703 shares; 2024Q2: 80,377 shares; 2024Q3: 90,264 shares; 2024Q4: 114,916 shares 114,916 $2.42M 0.03% +24,652 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,276 shares; 2024Q1: 15,144 shares; 2024Q2: 17,137 shares; 2024Q3: 42,517 shares; 2024Q4: 88,386 shares 88,386 $2.41M 0.03% +45,869 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,842 shares 21,842 $2.41M 0.03% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,156 shares; 2024Q1: 13,155 shares; 2024Q2: 14,416 shares; 2024Q3: 16,772 shares; 2024Q4: 16,902 shares 16,902 $2.37M 0.03% +130 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,325 shares; 2024Q1: 18,564 shares; 2024Q2: 18,655 shares; 2024Q3: 19,106 shares; 2024Q4: 19,206 shares 19,206 $2.37M 0.03% +100 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 63,560 shares; 2024Q1: 62,605 shares; 2024Q2: 52,549 shares; 2024Q3: 36,874 shares; 2024Q4: 26,892 shares 26,892 $2.36M 0.03% -9,982 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,932 shares; 2024Q1: 19,782 shares; 2024Q2: 37,435 shares; 2024Q3: 16,070 shares; 2024Q4: 15,619 shares 15,619 $2.36M 0.03% -451 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,979 shares; 2024Q1: 6,913 shares; 2024Q2: 6,948 shares; 2024Q3: 6,773 shares; 2024Q4: 6,886 shares 6,886 $2.35M 0.03% +113 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,658 shares; 2024Q1: 65,658 shares; 2024Q2: 65,658 shares; 2024Q3: 65,658 shares; 2024Q4: 65,658 shares 65,658 $2.3M 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,467 shares; 2024Q1: 49,379 shares; 2024Q2: 49,861 shares; 2024Q3: 80,578 shares; 2024Q4: 47,503 shares 47,503 $2.3M 0.03% -33,075 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,619 shares; 2024Q1: 36,110 shares; 2024Q2: 35,948 shares; 2024Q3: 22,601 shares; 2024Q4: 25,639 shares 25,639 $2.29M 0.03% +3,038 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80,661 shares; 2024Q1: 81,893 shares; 2024Q2: 82,136 shares; 2024Q3: 88,208 shares; 2024Q4: 89,066 shares 89,066 $2.29M 0.03% +858 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,327 shares; 2024Q1: 13,907 shares; 2024Q2: 13,641 shares; 2024Q3: 14,462 shares; 2024Q4: 14,954 shares 14,954 $2.29M 0.03% +492 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,633 shares; 2024Q1: 15,811 shares; 2024Q2: 18,569 shares; 2024Q3: 17,653 shares; 2024Q4: 16,246 shares 16,246 $2.28M 0.03% -1,407 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,664 shares; 2024Q1: 6,900 shares; 2024Q2: 6,684 shares; 2024Q3: 6,793 shares; 2024Q4: 6,755 shares 6,755 $2.26M 0.03% -38 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,739 shares; 2024Q1: 18,057 shares; 2024Q2: 18,242 shares; 2024Q3: 19,075 shares; 2024Q4: 19,216 shares 19,216 $2.24M 0.03% +141 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,429 shares; 2024Q1: 46,283 shares; 2024Q2: 49,409 shares; 2024Q3: 56,805 shares; 2024Q4: 71,153 shares 71,153 $2.23M 0.03% +14,348 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,359 shares; 2024Q1: 28,093 shares; 2024Q2: 28,361 shares; 2024Q3: 28,725 shares; 2024Q4: 30,664 shares 30,664 $2.23M 0.03% +1,939 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,592 shares; 2024Q1: 8,290 shares; 2024Q2: 8,209 shares; 2024Q3: 9,017 shares; 2024Q4: 9,778 shares 9,778 $2.22M 0.03% +761 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,842 shares; 2024Q1: 1,835 shares; 2024Q2: 1,834 shares; 2024Q3: 1,768 shares; 2024Q4: 1,809 shares 1,809 $2.21M 0.03% +41 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,579 shares; 2024Q1: 25,610 shares; 2024Q2: 25,590 shares; 2024Q3: 25,949 shares; 2024Q4: 18,127 shares 18,127 $2.2M 0.03% -7,822 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,842 shares; 2024Q1: 79,688 shares; 2024Q2: 83,099 shares; 2024Q3: 188,022 shares; 2024Q4: 98,396 shares 98,396 $2.19M 0.03% -89,626 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,651 shares; 2024Q1: 36,326 shares; 2024Q2: 35,943 shares; 2024Q3: 70,348 shares; 2024Q4: 34,530 shares 34,530 $2.19M 0.03% -35,818 Timeline CWI 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,890 shares; 2024Q1: 76,494 shares; 2024Q2: 79,784 shares; 2024Q3: 110,299 shares; 2024Q4: 77,786 shares 77,786 $2.17M 0.03% -32,513 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,713 shares; 2024Q1: 5,332 shares; 2024Q2: 5,376 shares; 2024Q3: 7,206 shares; 2024Q4: 6,846 shares 6,846 $2.16M 0.03% -360 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,604 shares; 2024Q1: 28,342 shares; 2024Q2: 27,813 shares; 2024Q3: 53,662 shares; 2024Q4: 28,538 shares 28,538 $2.16M 0.03% -25,124 Timeline BLUEPRINT MEDICINES CORP BLUEPRINT MEDICINES CORP More: the full row for BLUEPRINT MEDICINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,227 shares; 2024Q1: 30,921 shares; 2024Q2: 23,125 shares; 2024Q3: 24,047 shares; 2024Q4: 24,528 shares 24,528 $2.14M 0.03% +481 VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,019 shares; 2024Q1: 7,083 shares; 2024Q2: 7,760 shares; 2024Q3: 20,331 shares; 2024Q4: 10,744 shares 10,744 $2.13M 0.03% -9,587 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,876 shares; 2024Q1: 18,697 shares; 2024Q2: 18,747 shares; 2024Q3: 17,532 shares; 2024Q4: 17,890 shares 17,890 $2.13M 0.03% +358 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,136 shares; 2024Q1: 21,082 shares; 2024Q2: 21,178 shares; 2024Q3: 26,554 shares; 2024Q4: 18,712 shares 18,712 $2.13M 0.03% -7,842 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,948 shares; 2024Q1: 12,880 shares; 2024Q2: 12,346 shares; 2024Q3: 11,832 shares; 2024Q4: 11,116 shares 11,116 $2.12M 0.03% -716 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,067 shares; 2024Q1: 41,264 shares; 2024Q2: 39,587 shares; 2024Q3: 70,543 shares; 2024Q4: 35,084 shares 35,084 $2.12M 0.03% -35,459 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,034 shares; 2024Q1: 21,411 shares; 2024Q2: 21,904 shares; 2024Q3: 20,284 shares; 2024Q4: 19,698 shares 19,698 $2.08M 0.03% -586 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 27,826 shares 27,826 $2.07M 0.03% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,967 shares; 2024Q1: 20,024 shares; 2024Q2: 22,639 shares; 2024Q3: 23,527 shares; 2024Q4: 26,197 shares 26,197 $2.06M 0.03% +2,670 Timeline RCKT ROCKET PHARMACEUTICALS INC More: the full row for ROCKET PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,970 shares; 2024Q1: 83,411 shares; 2024Q2: 168,090 shares; 2024Q3: 95,504 shares; 2024Q4: 163,893 shares 163,893 $2.06M 0.03% +68,389 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,102 shares; 2024Q1: 3,029 shares; 2024Q2: 3,037 shares; 2024Q3: 3,417 shares; 2024Q4: 3,234 shares 3,234 $2.06M 0.03% -183 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,301 shares; 2024Q1: 19,663 shares; 2024Q2: 23,003 shares; 2024Q3: 22,249 shares; 2024Q4: 18,285 shares 18,285 $2.04M 0.03% -3,964 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 145,947 shares; 2024Q1: 69,616 shares; 2024Q2: 138,992 shares; 2024Q3: 133,593 shares; 2024Q4: 74,833 shares 74,833 $2.03M 0.03% -58,760 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,219 shares; 2024Q1: 2,227 shares; 2024Q2: 4,464 shares; 2024Q3: 4,710 shares; 2024Q4: 10,622 shares 10,622 $2.03M 0.03% +5,912 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,573 shares; 2024Q1: 5,199 shares; 2024Q2: 5,109 shares; 2024Q3: 7,800 shares; 2024Q4: 4,766 shares 4,766 $2.03M 0.03% -3,034 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,541 shares; 2024Q1: 13,405 shares; 2024Q2: 14,831 shares; 2024Q3: 16,531 shares; 2024Q4: 17,653 shares 17,653 $2.03M 0.03% +1,122 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,010 shares; 2024Q1: 4,966 shares; 2024Q2: 4,849 shares; 2024Q3: 6,388 shares; 2024Q4: 4,375 shares 4,375 $2.02M 0.03% -2,013 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,966 shares; 2024Q1: 43,100 shares; 2024Q2: 43,246 shares; 2024Q3: 42,949 shares; 2024Q4: 43,745 shares 43,745 $1.99M 0.03% +796 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252 shares; 2024Q1: 251 shares; 2024Q2: 251 shares; 2024Q3: 245 shares; 2024Q4: 242 shares 242 $1.99M 0.03% -3 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,682 shares; 2024Q1: 12,682 shares; 2024Q2: 21,682 shares; 2024Q3: 14,007 shares; 2024Q4: 14,062 shares 14,062 $1.96M 0.02% +55 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,169 shares; 2024Q1: 18,854 shares; 2024Q2: 18,913 shares; 2024Q3: 38,253 shares; 2024Q4: 19,577 shares 19,577 $1.94M 0.02% -18,676 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,679 shares; 2024Q1: 11,925 shares; 2024Q2: 11,657 shares; 2024Q3: 11,703 shares; 2024Q4: 11,070 shares 11,070 $1.93M 0.02% -633 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,468 shares 26,468 $1.91M 0.02% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,825 shares; 2024Q1: 3,549 shares; 2024Q2: 4,906 shares; 2024Q3: 5,867 shares; 2024Q4: 3,557 shares 3,557 $1.85M 0.02% -2,310 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,121 shares; 2024Q1: 15,394 shares; 2024Q2: 14,370 shares; 2024Q3: 20,642 shares; 2024Q4: 15,038 shares 15,038 $1.84M 0.02% -5,604 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,115 shares; 2024Q1: 7,089 shares; 2024Q2: 6,788 shares; 2024Q3: 6,994 shares; 2024Q4: 6,627 shares 6,627 $1.83M 0.02% -367 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,333 shares; 2024Q1: 18,006 shares; 2024Q2: 19,759 shares; 2024Q3: 22,428 shares; 2024Q4: 27,910 shares 27,910 $1.77M 0.02% +5,482 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,899 shares; 2024Q1: 13,383 shares; 2024Q2: 14,164 shares; 2024Q3: 15,354 shares; 2024Q4: 15,579 shares 15,579 $1.77M 0.02% +225 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,310 shares; 2024Q1: 11,580 shares; 2024Q2: 11,557 shares; 2024Q3: 10,909 shares; 2024Q4: 10,809 shares 10,809 $1.76M 0.02% -100 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 58,613 shares 58,613 $1.75M 0.02% new Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,315 shares; 2024Q4: 9,430 shares 9,430 $1.74M 0.02% +115 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,623 shares; 2024Q1: 10,626 shares; 2024Q2: 7,251 shares; 2024Q3: 7,035 shares; 2024Q4: 7,368 shares 7,368 $1.73M 0.02% +333 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,277 shares; 2024Q1: 23,082 shares; 2024Q2: 21,537 shares; 2024Q3: 22,720 shares; 2024Q4: 20,610 shares 20,610 $1.69M 0.02% -2,110 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,440 shares; 2024Q1: 35,706 shares; 2024Q2: 35,229 shares; 2024Q3: 35,229 shares; 2024Q4: 35,087 shares 35,087 $1.68M 0.02% -142 Timeline SAPIENS INTL CORP N V SHS SAPIENS INTL CORP N V SHS More: the full row for SAPIENS INTL CORP N V SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,114 shares; 2024Q1: 61,377 shares; 2024Q2: 61,511 shares; 2024Q3: 60,253 shares; 2024Q4: 61,509 shares 61,509 $1.65M 0.02% +1,256 TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,698 shares; 2024Q1: 12,688 shares; 2024Q2: 15,789 shares; 2024Q3: 19,962 shares; 2024Q4: 6,734 shares 6,734 $1.64M 0.02% -13,228 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,280 shares; 2024Q1: 5,382 shares; 2024Q2: 6,317 shares; 2024Q3: 5,884 shares; 2024Q4: 5,872 shares 5,872 $1.64M 0.02% -12 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,148 shares; 2024Q1: 11,144 shares; 2024Q2: 11,214 shares; 2024Q3: 11,544 shares; 2024Q4: 12,443 shares 12,443 $1.63M 0.02% +899 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,520 shares; 2024Q1: 81,435 shares; 2024Q2: 79,187 shares; 2024Q3: 86,405 shares; 2024Q4: 92,139 shares 92,139 $1.63M 0.02% +5,734 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,630 shares; 2024Q1: 27,251 shares; 2024Q2: 27,629 shares; 2024Q3: 29,615 shares; 2024Q4: 33,407 shares 33,407 $1.61M 0.02% +3,792 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 358 shares; 2024Q1: 358 shares; 2024Q2: 358 shares; 2024Q3: 432 shares; 2024Q4: 932 shares 932 $1.61M 0.02% +500 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 23,130 shares; 2024Q2: 20,787 shares; 2024Q3: 20,956 shares; 2024Q4: 21,645 shares 21,645 $1.6M 0.02% +689 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,024 shares; 2024Q1: 53,675 shares; 2024Q2: 18,673 shares; 2024Q3: 37,265 shares; 2024Q4: 17,334 shares 17,334 $1.6M 0.02% -19,931 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,015 shares; 2024Q1: 32,940 shares; 2024Q2: 31,224 shares; 2024Q3: 29,696 shares; 2024Q4: 29,694 shares 29,694 $1.6M 0.02% -2 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,066 shares; 2024Q1: 1,460 shares; 2024Q2: 2,230 shares; 2024Q3: 7,458 shares; 2024Q4: 6,553 shares 6,553 $1.59M 0.02% -905 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,155 shares; 2024Q1: 16,845 shares; 2024Q2: 16,771 shares; 2024Q3: 17,804 shares; 2024Q4: 17,756 shares 17,756 $1.58M 0.02% -48 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 66,986 shares 66,986 $1.58M 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,628 shares; 2024Q3: 17,898 shares; 2024Q4: 20,830 shares 20,830 $1.58M 0.02% +2,932 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,176 shares; 2024Q1: 8,179 shares; 2024Q2: 8,184 shares; 2024Q3: 8,198 shares; 2024Q4: 8,156 shares 8,156 $1.57M 0.02% -42 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,693 shares; 2024Q1: 4,308 shares; 2024Q2: 4,276 shares; 2024Q3: 10,494 shares; 2024Q4: 5,601 shares 5,601 $1.57M 0.02% -4,893 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,794 shares; 2024Q1: 19,026 shares; 2024Q2: 14,291 shares; 2024Q3: 71,956 shares; 2024Q4: 35,481 shares 35,481 $1.56M 0.02% -36,475 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,618 shares; 2024Q1: 16,386 shares; 2024Q2: 16,351 shares; 2024Q3: 17,518 shares; 2024Q4: 17,447 shares 17,447 $1.56M 0.02% -71 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,660 shares; 2024Q1: 9,577 shares; 2024Q2: 9,300 shares; 2024Q3: 12,368 shares; 2024Q4: 12,167 shares 12,167 $1.55M 0.02% -201 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,697 shares; 2024Q1: 29,794 shares; 2024Q2: 32,731 shares; 2024Q3: 36,448 shares; 2024Q4: 36,215 shares 36,215 $1.55M 0.02% -233 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,047 shares; 2024Q1: 4,059 shares; 2024Q2: 7,760 shares; 2024Q3: 7,113 shares; 2024Q4: 6,633 shares 6,633 $1.54M 0.02% -480 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,609 shares; 2024Q1: 9,978 shares; 2024Q2: 10,078 shares; 2024Q3: 10,381 shares; 2024Q4: 11,473 shares 11,473 $1.53M 0.02% +1,092 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,336 shares; 2024Q1: 13,794 shares; 2024Q2: 13,808 shares; 2024Q3: 13,881 shares; 2024Q4: 13,588 shares 13,588 $1.53M 0.02% -293 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 783 shares; 2024Q1: 831 shares; 2024Q2: 809 shares; 2024Q3: 741 shares; 2024Q4: 720 shares 720 $1.52M 0.02% -21 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,837 shares; 2024Q1: 13,454 shares; 2024Q2: 13,676 shares; 2024Q3: 15,570 shares; 2024Q4: 16,446 shares 16,446 $1.51M 0.02% +876 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,497 shares; 2024Q1: 148,543 shares; 2024Q2: 147,618 shares; 2024Q3: 148,834 shares; 2024Q4: 156,467 shares 156,467 $1.49M 0.02% +7,633 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 148,322 shares 148,322 $1.48M 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,153 shares; 2024Q1: 2,806 shares; 2024Q2: 2,774 shares; 2024Q3: 2,812 shares; 2024Q4: 2,772 shares 2,772 $1.48M 0.02% -40 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 51,497 shares; 2024Q4: 52,497 shares 52,497 $1.47M 0.02% +1,000 Timeline SUMMIT MATERIALS INC CLASS A SUMMIT MATERIALS INC CLASS A More: the full row for SUMMIT MATERIALS INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24,854 shares; 2024Q3: 28,244 shares; 2024Q4: 28,689 shares 28,689 $1.45M 0.02% +445 IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,960 shares; 2024Q1: 10,937 shares; 2024Q2: 10,945 shares; 2024Q3: 10,777 shares; 2024Q4: 10,954 shares 10,954 $1.45M 0.02% +177 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,145 shares; 2024Q1: 10,007 shares; 2024Q2: 10,034 shares; 2024Q3: 10,003 shares; 2024Q4: 10,140 shares 10,140 $1.45M 0.02% +137 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,986 shares; 2024Q1: 19,156 shares; 2024Q2: 18,921 shares; 2024Q3: 19,014 shares; 2024Q4: 18,821 shares 18,821 $1.45M 0.02% -193 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,425 shares; 2024Q1: 6,888 shares; 2024Q2: 6,949 shares; 2024Q3: 7,370 shares; 2024Q4: 6,381 shares 6,381 $1.43M 0.02% -989 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,527 shares; 2024Q1: 5,743 shares; 2024Q2: 7,612 shares; 2024Q3: 13,873 shares; 2024Q4: 13,840 shares 13,840 $1.41M 0.02% -33 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,105 shares; 2024Q3: 8,958 shares; 2024Q4: 9,072 shares 9,072 $1.38M 0.02% +114 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,511 shares; 2024Q1: 21,511 shares; 2024Q2: 21,511 shares; 2024Q3: 27,083 shares; 2024Q4: 76,930 shares 76,930 $1.37M 0.02% +49,847 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 15,654 shares; 2024Q2: 15,832 shares; 2024Q3: 15,850 shares; 2024Q4: 16,128 shares 16,128 $1.36M 0.02% +278 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,586 shares; 2024Q1: 88,748 shares; 2024Q2: 87,137 shares; 2024Q3: 86,921 shares; 2024Q4: 86,964 shares 86,964 $1.36M 0.02% +43 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 2 shares; 2024Q4: 2 shares 2 $1.36M 0.02% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,729 shares; 2024Q1: 7,213 shares; 2024Q2: 6,796 shares; 2024Q3: 6,510 shares; 2024Q4: 6,548 shares 6,548 $1.35M 0.02% +38 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,366 shares; 2024Q1: 2,356 shares; 2024Q2: 2,544 shares; 2024Q3: 2,572 shares; 2024Q4: 2,551 shares 2,551 $1.33M 0.02% -21 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,643 shares; 2024Q1: 1,818 shares; 2024Q2: 1,820 shares; 2024Q3: 1,881 shares; 2024Q4: 1,848 shares 1,848 $1.32M 0.02% -33 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,373 shares; 2024Q1: 9,818 shares; 2024Q2: 9,787 shares; 2024Q3: 10,288 shares; 2024Q4: 9,409 shares 9,409 $1.32M 0.02% -879 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,921 shares; 2024Q1: 3,980 shares; 2024Q2: 3,999 shares; 2024Q3: 4,179 shares; 2024Q4: 3,858 shares 3,858 $1.31M 0.02% -321 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,809 shares; 2024Q1: 16,244 shares; 2024Q2: 14,602 shares; 2024Q3: 14,099 shares; 2024Q4: 14,177 shares 14,177 $1.31M 0.02% +78 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,093 shares; 2024Q1: 4,619 shares; 2024Q2: 2,862 shares; 2024Q3: 4,191 shares; 2024Q4: 3,410 shares 3,410 $1.3M 0.02% -781 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,422 shares; 2024Q1: 16,412 shares; 2024Q2: 17,224 shares; 2024Q3: 22,753 shares; 2024Q4: 23,103 shares 23,103 $1.3M 0.02% +350 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,223 shares; 2024Q1: 10,038 shares; 2024Q2: 9,917 shares; 2024Q3: 11,476 shares; 2024Q4: 11,461 shares 11,461 $1.3M 0.02% -15 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,597 shares; 2024Q1: 7,501 shares; 2024Q2: 13,025 shares; 2024Q3: 13,223 shares; 2024Q4: 17,971 shares 17,971 $1.29M 0.02% +4,748 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,578 shares; 2024Q1: 14,555 shares; 2024Q2: 14,047 shares; 2024Q3: 14,124 shares; 2024Q4: 13,971 shares 13,971 $1.29M 0.02% -153 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,950 shares; 2024Q1: 2,962 shares; 2024Q2: 2,969 shares; 2024Q3: 6,893 shares; 2024Q4: 6,969 shares 6,969 $1.29M 0.02% +76 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,963 shares; 2024Q1: 5,966 shares; 2024Q2: 6,051 shares; 2024Q3: 12,092 shares; 2024Q4: 6,761 shares 6,761 $1.28M 0.02% -5,331 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,113 shares; 2024Q1: 45,546 shares; 2024Q2: 46,558 shares; 2024Q3: 91,918 shares; 2024Q4: 49,531 shares 49,531 $1.28M 0.02% -42,387 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares 15,000 $1.28M 0.02% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 16,659 shares; 2024Q2: 17,164 shares; 2024Q3: 17,168 shares; 2024Q4: 17,168 shares 17,168 $1.28M 0.02% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,993 shares; 2024Q1: 5,024 shares; 2024Q2: 5,029 shares; 2024Q3: 6,184 shares; 2024Q4: 5,011 shares 5,011 $1.28M 0.02% -1,173 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,738 shares; 2024Q1: 8,189 shares; 2024Q2: 6,894 shares; 2024Q3: 13,972 shares; 2024Q4: 7,399 shares 7,399 $1.28M 0.02% -6,573 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,775 shares; 2024Q1: 15,783 shares; 2024Q2: 7,868 shares; 2024Q3: 15,542 shares; 2024Q4: 7,853 shares 7,853 $1.27M 0.02% -7,689 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,552 shares; 2024Q1: 53,575 shares; 2024Q2: 41,779 shares; 2024Q3: 50,140 shares; 2024Q4: 40,153 shares 40,153 $1.26M 0.02% -9,987 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,354 shares; 2024Q1: 9,358 shares; 2024Q2: 9,363 shares; 2024Q3: 18,056 shares; 2024Q4: 8,750 shares 8,750 $1.26M 0.02% -9,306 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,973 shares; 2024Q1: 6,450 shares; 2024Q2: 6,417 shares; 2024Q3: 6,724 shares; 2024Q4: 6,614 shares 6,614 $1.25M 0.02% -110 Timeline CRWS CROWN CRAFTS INC More: the full row for CROWN CRAFTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 241,686 shares; 2024Q1: 242,128 shares; 2024Q2: 242,548 shares; 2024Q3: 278,113 shares; 2024Q4: 278,592 shares 278,592 $1.25M 0.02% +479 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,318 shares; 2024Q1: 12,054 shares; 2024Q2: 12,074 shares; 2024Q3: 13,321 shares; 2024Q4: 12,696 shares 12,696 $1.25M 0.02% -625 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,889 shares; 2024Q1: 11,566 shares; 2024Q2: 13,764 shares; 2024Q3: 21,859 shares; 2024Q4: 14,750 shares 14,750 $1.24M 0.02% -7,109 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,864 shares; 2024Q1: 20,917 shares; 2024Q2: 20,360 shares; 2024Q3: 45,803 shares; 2024Q4: 23,246 shares 23,246 $1.24M 0.02% -22,557 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,123 shares; 2024Q1: 8,119 shares; 2024Q2: 8,150 shares; 2024Q3: 8,199 shares; 2024Q4: 8,309 shares 8,309 $1.23M 0.02% +110 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,441 shares; 2024Q1: 6,894 shares; 2024Q2: 6,406 shares; 2024Q3: 6,711 shares; 2024Q4: 6,811 shares 6,811 $1.23M 0.02% +100 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,532 shares; 2024Q1: 12,251 shares; 2024Q2: 12,625 shares; 2024Q3: 11,568 shares; 2024Q4: 11,219 shares 11,219 $1.22M 0.02% -349 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,699 shares; 2024Q1: 19,404 shares; 2024Q2: 13,429 shares; 2024Q3: 19,157 shares; 2024Q4: 12,453 shares 12,453 $1.21M 0.02% -6,704 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,483 shares; 2024Q1: 12,464 shares; 2024Q2: 13,030 shares; 2024Q3: 14,311 shares; 2024Q4: 14,544 shares 14,544 $1.2M 0.02% +233 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,315 shares; 2024Q3: 3,837 shares; 2024Q4: 3,899 shares 3,899 $1.2M 0.02% +62 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,617 shares; 2024Q1: 21,369 shares; 2024Q2: 22,723 shares; 2024Q3: 22,125 shares; 2024Q4: 23,473 shares 23,473 $1.19M 0.02% +1,348 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,864 shares; 2024Q1: 33,673 shares; 2024Q2: 32,313 shares; 2024Q3: 32,445 shares; 2024Q4: 30,690 shares 30,690 $1.19M 0.02% -1,755 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,855 shares; 2024Q1: 41,754 shares; 2024Q2: 42,062 shares; 2024Q3: 45,286 shares; 2024Q4: 46,640 shares 46,640 $1.19M 0.02% +1,354 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,040 shares; 2024Q1: 23,754 shares; 2024Q2: 23,866 shares; 2024Q3: 22,353 shares; 2024Q4: 22,721 shares 22,721 $1.18M 0.02% +368 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,112 shares; 2024Q1: 13,100 shares; 2024Q2: 13,202 shares; 2024Q3: 11,009 shares; 2024Q4: 11,174 shares 11,174 $1.18M 0.02% +165 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,802 shares; 2024Q2: 12,611 shares; 2024Q3: 12,438 shares; 2024Q4: 11,614 shares 11,614 $1.17M 0.01% -824 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,036 shares; 2024Q1: 7,227 shares; 2024Q2: 7,687 shares; 2024Q3: 14,618 shares; 2024Q4: 8,748 shares 8,748 $1.16M 0.01% -5,870 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,136 shares; 2024Q1: 22,880 shares; 2024Q2: 20,354 shares; 2024Q3: 23,703 shares; 2024Q4: 20,440 shares 20,440 $1.16M 0.01% -3,263 RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,217 shares; 2024Q2: 13,928 shares; 2024Q3: 16,239 shares; 2024Q4: 21,121 shares 21,121 $1.16M 0.01% +4,882 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,774 shares; 2024Q1: 12,543 shares; 2024Q2: 12,564 shares; 2024Q3: 10,773 shares; 2024Q4: 8,766 shares 8,766 $1.15M 0.01% -2,007 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,595 shares; 2024Q1: 9,644 shares; 2024Q2: 9,645 shares; 2024Q3: 10,029 shares; 2024Q4: 10,552 shares 10,552 $1.15M 0.01% +523 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,035 shares; 2024Q1: 4,089 shares; 2024Q2: 4,068 shares; 2024Q3: 5,776 shares; 2024Q4: 3,847 shares 3,847 $1.15M 0.01% -1,929 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,091 shares; 2024Q1: 27,163 shares; 2024Q2: 27,280 shares; 2024Q3: 49,892 shares; 2024Q4: 23,531 shares 23,531 $1.14M 0.01% -26,361 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,367 shares; 2024Q1: 5,918 shares; 2024Q2: 6,150 shares; 2024Q3: 10,758 shares; 2024Q4: 10,807 shares 10,807 $1.14M 0.01% +49 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,642 shares; 2024Q1: 7,667 shares; 2024Q2: 7,742 shares; 2024Q3: 7,761 shares; 2024Q4: 7,784 shares 7,784 $1.12M 0.01% +23 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,551 shares 16,551 $1.11M 0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,261 shares; 2024Q1: 13,025 shares; 2024Q2: 13,025 shares; 2024Q3: 13,225 shares; 2024Q4: 13,128 shares 13,128 $1.1M 0.01% -97 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 99,190 shares; 2024Q3: 48,356 shares; 2024Q4: 34,335 shares 34,335 $1.09M 0.01% -14,021 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,879 shares; 2024Q1: 18,796 shares; 2024Q2: 18,892 shares; 2024Q3: 18,720 shares; 2024Q4: 18,353 shares 18,353 $1.08M 0.01% -367 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,469 shares; 2024Q1: 17,093 shares; 2024Q2: 22,478 shares; 2024Q3: 29,324 shares; 2024Q4: 24,759 shares 24,759 $1.08M 0.01% -4,565 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,419 shares; 2024Q1: 15,734 shares; 2024Q2: 16,012 shares; 2024Q3: 29,319 shares; 2024Q4: 14,792 shares 14,792 $1.06M 0.01% -14,527 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,022 shares; 2024Q1: 20,764 shares; 2024Q2: 20,727 shares; 2024Q3: 20,350 shares; 2024Q4: 20,555 shares 20,555 $1.06M 0.01% +205 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,043 shares; 2024Q1: 2,015 shares; 2024Q2: 2,196 shares; 2024Q3: 2,814 shares; 2024Q4: 2,234 shares 2,234 $1.05M 0.01% -580 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,451 shares; 2024Q1: 3,627 shares; 2024Q2: 3,651 shares; 2024Q3: 3,626 shares; 2024Q4: 3,626 shares 3,626 $1.05M 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,004 shares; 2024Q1: 12,270 shares; 2024Q2: 12,541 shares; 2024Q3: 13,241 shares; 2024Q4: 13,594 shares 13,594 $1.04M 0.01% +353 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,124 shares; 2024Q3: 38,148 shares; 2024Q4: 41,743 shares 41,743 $1.03M 0.01% +3,595 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,201 shares; 2024Q1: 12,111 shares; 2024Q2: 12,178 shares; 2024Q3: 13,389 shares; 2024Q4: 14,218 shares 14,218 $1.01M 0.01% +829 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,268 shares; 2024Q1: 22,484 shares; 2024Q2: 22,493 shares; 2024Q3: 22,274 shares; 2024Q4: 22,618 shares 22,618 $1.01M 0.01% +344 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 40,091 shares; 2024Q2: 40,103 shares; 2024Q3: 42,579 shares; 2024Q4: 42,980 shares 42,980 $1.01M 0.01% +401 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,471 shares; 2024Q1: 14,075 shares; 2024Q2: 14,075 shares; 2024Q3: 9,984 shares; 2024Q4: 9,984 shares 9,984 $1000K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,734 shares; 2024Q1: 9,897 shares; 2024Q2: 12,158 shares; 2024Q3: 20,110 shares; 2024Q4: 20,988 shares 20,988 $998K 0.01% +878 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 26,627 shares; 2024Q4: 28,899 shares 28,899 $996K 0.01% +2,272 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,041 shares; 2024Q1: 6,127 shares; 2024Q2: 6,109 shares; 2024Q3: 6,530 shares; 2024Q4: 5,592 shares 5,592 $992K 0.01% -938 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,551 shares; 2024Q1: 49,597 shares; 2024Q2: 49,781 shares; 2024Q3: 84,530 shares; 2024Q4: 50,516 shares 50,516 $990K 0.01% -34,014 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,209 shares; 2024Q1: 6,162 shares; 2024Q2: 5,336 shares; 2024Q3: 4,740 shares; 2024Q4: 4,466 shares 4,466 $988K 0.01% -274 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,091 shares; 2024Q3: 7,664 shares; 2024Q4: 2,973 shares 2,973 $978K 0.01% -4,691 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,749 shares; 2024Q1: 24,456 shares; 2024Q2: 23,164 shares; 2024Q3: 40,798 shares; 2024Q4: 20,721 shares 20,721 $975K 0.01% -20,077 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35,158 shares; 2024Q4: 40,577 shares 40,577 $971K 0.01% +5,419 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,335 shares; 2024Q1: 13,088 shares; 2024Q2: 12,387 shares; 2024Q3: 10,420 shares; 2024Q4: 9,087 shares 9,087 $968K 0.01% -1,333 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,309 shares; 2024Q1: 3,292 shares; 2024Q2: 3,225 shares; 2024Q3: 3,391 shares; 2024Q4: 1,690 shares 1,690 $965K 0.01% -1,701 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,293 shares; 2024Q1: 12,537 shares; 2024Q2: 12,120 shares; 2024Q3: 12,156 shares; 2024Q4: 12,485 shares 12,485 $959K 0.01% +329 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,300 shares; 2024Q1: 24,404 shares; 2024Q2: 24,416 shares; 2024Q3: 23,623 shares; 2024Q4: 16,507 shares 16,507 $956K 0.01% -7,116 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,930 shares; 2024Q1: 7,982 shares; 2024Q2: 7,632 shares; 2024Q3: 8,899 shares; 2024Q4: 9,085 shares 9,085 $945K 0.01% +186 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,538 shares 6,538 $941K 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,052 shares; 2024Q1: 12,833 shares; 2024Q2: 12,497 shares; 2024Q3: 12,899 shares; 2024Q4: 13,407 shares 13,407 $939K 0.01% +508 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,302 shares; 2024Q1: 5,836 shares; 2024Q2: 6,397 shares; 2024Q3: 7,466 shares; 2024Q4: 7,494 shares 7,494 $937K 0.01% +28 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,491 shares; 2024Q1: 18,147 shares; 2024Q2: 18,125 shares; 2024Q3: 32,484 shares; 2024Q4: 18,662 shares 18,662 $937K 0.01% -13,822 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,326 shares; 2024Q1: 2,238 shares; 2024Q2: 2,430 shares; 2024Q3: 2,556 shares; 2024Q4: 2,139 shares 2,139 $930K 0.01% -417 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,353 shares; 2024Q4: 17,258 shares 17,258 $930K 0.01% -95 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,470 shares; 2024Q1: 3,599 shares; 2024Q2: 3,236 shares; 2024Q3: 2,354 shares; 2024Q4: 2,029 shares 2,029 $921K 0.01% -325 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,171 shares; 2024Q1: 19,603 shares; 2024Q2: 19,670 shares; 2024Q3: 22,865 shares; 2024Q4: 23,132 shares 23,132 $916K 0.01% +267 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,535 shares; 2024Q1: 30,318 shares; 2024Q2: 30,300 shares; 2024Q3: 32,696 shares; 2024Q4: 33,235 shares 33,235 $915K 0.01% +539 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,238 shares 4,238 $909K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,051 shares; 2024Q1: 22,671 shares; 2024Q2: 6,369 shares; 2024Q3: 6,364 shares; 2024Q4: 5,575 shares 5,575 $908K 0.01% -789 Timeline