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; 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; 2025Q1: 7,480,262 shares 7,480,262 $732M 9.48% -37,337 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,784,982 shares; 2024Q1: 2,799,214 shares; 2024Q2: 2,814,214 shares; 2024Q3: 2,848,914 shares; 2024Q4: 2,914,288 shares; 2025Q1: 3,175,934 shares 3,175,934 $598M 7.74% +261,646 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,456,183 shares; 2024Q1: 9,881,708 shares; 2024Q2: 9,478,642 shares; 2024Q3: 8,323,537 shares; 2024Q4: 8,163,320 shares; 2025Q1: 7,887,157 shares 7,887,157 $565M 7.31% -276,163 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,295,296 shares; 2024Q1: 1,295,315 shares; 2024Q2: 1,300,716 shares; 2024Q3: 1,286,657 shares; 2024Q4: 1,282,717 shares; 2025Q1: 1,201,149 shares 1,201,149 $434M 5.61% -81,568 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; 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; 2025Q1: 5,330,889 shares 5,330,889 $249M 3.23% -13,532 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 958,191 shares; 2024Q1: 968,052 shares; 2024Q2: 964,551 shares; 2024Q3: 913,751 shares; 2024Q4: 892,061 shares; 2025Q1: 867,033 shares 867,033 $193M 2.49% -25,028 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 278,699 shares; 2024Q1: 255,179 shares; 2024Q2: 300,392 shares; 2024Q3: 376,240 shares; 2024Q4: 319,013 shares; 2025Q1: 316,171 shares 316,171 $177M 2.29% -2,842 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,597,302 shares; 2024Q1: 1,827,851 shares; 2024Q2: 1,784,887 shares; 2024Q3: 3,077,959 shares; 2024Q4: 1,700,776 shares; 2025Q1: 1,886,882 shares 1,886,882 $173M 2.25% +186,106 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,771,364 shares; 2024Q1: 2,794,495 shares; 2024Q2: 2,798,517 shares; 2024Q3: 2,870,912 shares; 2024Q4: 2,856,431 shares; 2025Q1: 2,949,958 shares 2,949,958 $150M 1.94% +93,527 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 428,331 shares; 2024Q1: 427,772 shares; 2024Q2: 411,498 shares; 2024Q3: 445,759 shares; 2024Q4: 393,888 shares; 2025Q1: 365,275 shares 365,275 $137M 1.78% -28,613 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,174,134 shares; 2024Q1: 1,318,974 shares; 2024Q2: 1,308,576 shares; 2024Q3: 1,194,880 shares; 2024Q4: 1,100,074 shares; 2025Q1: 1,108,880 shares 1,108,880 $123M 1.6% +8,806 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 407,629 shares; 2024Q1: 407,911 shares; 2024Q2: 408,061 shares; 2024Q3: 399,550 shares; 2024Q4: 402,217 shares; 2025Q1: 711,004 shares 711,004 $122M 1.57% +308,787 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 707,556 shares; 2024Q1: 732,087 shares; 2024Q2: 697,366 shares; 2024Q3: 731,293 shares; 2024Q4: 732,734 shares; 2025Q1: 577,512 shares 577,512 $115M 1.49% -155,222 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115,289 shares; 2024Q1: 116,497 shares; 2024Q2: 1,107,397 shares; 2024Q3: 1,215,693 shares; 2024Q4: 1,055,828 shares; 2025Q1: 984,944 shares 984,944 $107M 1.38% -70,884 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 483,156 shares; 2024Q1: 488,157 shares; 2024Q2: 491,549 shares; 2024Q3: 498,793 shares; 2024Q4: 503,258 shares; 2025Q1: 606,719 shares 606,719 $105M 1.36% +103,461 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,049,959 shares; 2024Q1: 1,046,481 shares; 2024Q2: 1,036,670 shares; 2024Q3: 1,041,917 shares; 2024Q4: 1,037,300 shares; 2025Q1: 1,111,779 shares 1,111,779 $94.6M 1.22% +74,479 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117,390 shares; 2024Q1: 116,912 shares; 2024Q2: 116,034 shares; 2024Q3: 109,993 shares; 2024Q4: 107,220 shares; 2025Q1: 105,336 shares 105,336 $87M 1.13% -1,884 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 306,610 shares; 2024Q1: 311,109 shares; 2024Q2: 307,308 shares; 2024Q3: 304,581 shares; 2024Q4: 301,637 shares; 2025Q1: 301,991 shares 301,991 $74.1M 0.96% +354 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 417,610 shares; 2024Q1: 415,215 shares; 2024Q2: 411,248 shares; 2024Q3: 406,242 shares; 2024Q4: 397,592 shares; 2025Q1: 374,261 shares 374,261 $71.2M 0.92% -23,331 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 213,533 shares; 2024Q1: 213,605 shares; 2024Q2: 210,179 shares; 2024Q3: 196,164 shares; 2024Q4: 186,209 shares; 2025Q1: 183,499 shares 183,499 $67.3M 0.87% -2,710 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 224,402 shares; 2024Q1: 223,134 shares; 2024Q2: 208,124 shares; 2024Q3: 293,790 shares; 2024Q4: 198,480 shares; 2025Q1: 203,145 shares 203,145 $58.5M 0.76% +4,665 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 489,407 shares; 2024Q1: 537,512 shares; 2024Q2: 520,172 shares; 2024Q3: 574,216 shares; 2024Q4: 536,066 shares; 2025Q1: 556,585 shares 556,585 $58.2M 0.75% +20,519 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 199,949 shares; 2024Q3: 385,341 shares; 2024Q4: 403,133 shares; 2025Q1: 530,072 shares 530,072 $56.2M 0.73% +126,939 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 378,907 shares; 2024Q1: 381,199 shares; 2024Q2: 378,377 shares; 2024Q3: 362,616 shares; 2024Q4: 361,244 shares; 2025Q1: 357,919 shares 357,919 $55.3M 0.72% -3,325 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,033,134 shares 1,033,134 $54.1M 0.7% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,188,957 shares; 2024Q1: 1,234,632 shares; 2024Q2: 1,215,401 shares; 2024Q3: 1,197,923 shares; 2024Q4: 1,195,631 shares; 2025Q1: 1,224,800 shares 1,224,800 $49.5M 0.64% +29,169 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 373,690 shares; 2024Q1: 378,976 shares; 2024Q2: 375,388 shares; 2024Q3: 671,376 shares; 2024Q4: 355,460 shares; 2025Q1: 352,106 shares 352,106 $41.9M 0.54% -3,354 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,184 shares; 2024Q1: 23,287 shares; 2024Q2: 23,623 shares; 2024Q3: 223,727 shares; 2024Q4: 225,195 shares; 2025Q1: 228,545 shares 228,545 $38.3M 0.5% +3,350 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 462,124 shares; 2024Q1: 474,663 shares; 2024Q2: 509,802 shares; 2024Q3: 515,716 shares; 2024Q4: 489,178 shares; 2025Q1: 462,732 shares 462,732 $37.8M 0.49% -26,446 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 266,727 shares; 2024Q1: 263,641 shares; 2024Q2: 255,564 shares; 2024Q3: 241,246 shares; 2024Q4: 226,889 shares; 2025Q1: 226,557 shares 226,557 $37.6M 0.49% -332 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,477 shares; 2024Q1: 60,272 shares; 2024Q2: 65,190 shares; 2024Q3: 72,243 shares; 2024Q4: 64,659 shares; 2025Q1: 64,166 shares 64,166 $37M 0.48% -493 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 227,290 shares; 2024Q1: 231,117 shares; 2024Q2: 234,048 shares; 2024Q3: 223,573 shares; 2024Q4: 219,605 shares; 2025Q1: 218,377 shares 218,377 $36.5M 0.47% -1,228 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,017 shares; 2024Q1: 37,116 shares; 2024Q2: 37,553 shares; 2024Q3: 37,093 shares; 2024Q4: 37,817 shares; 2025Q1: 38,532 shares 38,532 $36.4M 0.47% +715 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 403,209 shares; 2024Q1: 453,172 shares; 2024Q2: 462,218 shares; 2024Q3: 579,553 shares; 2024Q4: 537,426 shares; 2025Q1: 623,364 shares 623,364 $35.6M 0.46% +85,938 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 105,414 shares; 2024Q1: 106,512 shares; 2024Q2: 107,665 shares; 2024Q3: 103,779 shares; 2024Q4: 101,317 shares; 2025Q1: 98,230 shares 98,230 $30.7M 0.4% -3,087 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 170,323 shares; 2024Q1: 171,143 shares; 2024Q2: 179,057 shares; 2024Q3: 185,134 shares; 2024Q4: 169,393 shares; 2025Q1: 177,905 shares 177,905 $30.3M 0.39% +8,512 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 113,626 shares; 2024Q1: 113,289 shares; 2024Q2: 107,868 shares; 2024Q3: 113,860 shares; 2024Q4: 104,516 shares; 2025Q1: 86,276 shares 86,276 $30.2M 0.39% -18,240 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,800 shares; 2024Q1: 80,492 shares; 2024Q2: 53,809 shares; 2024Q3: 107,643 shares; 2024Q4: 58,303 shares; 2025Q1: 54,585 shares 54,585 $28.1M 0.36% -3,718 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 230,225 shares; 2024Q1: 227,468 shares; 2024Q2: 209,396 shares; 2024Q3: 213,945 shares; 2024Q4: 214,014 shares; 2025Q1: 204,265 shares 204,265 $27.4M 0.36% -9,749 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 518,921 shares; 2024Q1: 80,148 shares; 2024Q2: 84,218 shares; 2024Q3: 104,019 shares; 2024Q4: 135,568 shares; 2025Q1: 324,374 shares 324,374 $26.8M 0.35% +188,806 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,940 shares; 2024Q1: 46,985 shares; 2024Q2: 47,532 shares; 2024Q3: 51,349 shares; 2024Q4: 49,053 shares; 2025Q1: 49,022 shares 49,022 $26.1M 0.34% -31 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,270 shares; 2024Q1: 61,779 shares; 2024Q2: 61,044 shares; 2024Q3: 63,602 shares; 2024Q4: 57,224 shares; 2025Q1: 58,186 shares 58,186 $26M 0.34% +962 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 228,236 shares; 2024Q1: 227,362 shares; 2024Q2: 224,102 shares; 2024Q3: 443,222 shares; 2024Q4: 216,909 shares; 2025Q1: 217,197 shares 217,197 $25.9M 0.34% +288 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 123,588 shares; 2024Q1: 132,256 shares; 2024Q2: 130,979 shares; 2024Q3: 129,684 shares; 2024Q4: 122,143 shares; 2025Q1: 120,937 shares 120,937 $25.3M 0.33% -1,206 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,975 shares; 2024Q1: 66,529 shares; 2024Q2: 167,511 shares; 2024Q3: 525,452 shares; 2024Q4: 410,748 shares; 2025Q1: 457,358 shares 457,358 $25M 0.32% +46,610 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,040,940 shares; 2024Q1: 1,026,938 shares; 2024Q2: 960,919 shares; 2024Q3: 837,588 shares; 2024Q4: 855,199 shares; 2025Q1: 857,958 shares 857,958 $24.3M 0.31% +2,759 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 448,786 shares; 2024Q1: 444,108 shares; 2024Q2: 427,476 shares; 2024Q3: 414,961 shares; 2024Q4: 400,249 shares; 2025Q1: 392,973 shares 392,973 $24.3M 0.31% -7,276 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 138,536 shares; 2024Q1: 149,777 shares; 2024Q2: 154,797 shares; 2024Q3: 174,645 shares; 2024Q4: 164,930 shares; 2025Q1: 170,112 shares 170,112 $23.8M 0.31% +5,182 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 914,695 shares; 2024Q1: 960,879 shares; 2024Q2: 989,448 shares; 2024Q3: 987,250 shares; 2024Q4: 972,913 shares; 2025Q1: 975,391 shares 975,391 $23.5M 0.3% +2,478 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 304,525 shares; 2024Q1: 305,494 shares; 2024Q2: 298,532 shares; 2024Q3: 324,981 shares; 2024Q4: 263,984 shares; 2025Q1: 259,200 shares 259,200 $23.3M 0.3% -4,784 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 257,973 shares; 2024Q1: 254,230 shares; 2024Q2: 243,681 shares; 2024Q3: 237,479 shares; 2024Q4: 237,520 shares; 2025Q1: 248,033 shares 248,033 $23.2M 0.3% +10,513 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 547,881 shares; 2024Q1: 544,975 shares; 2024Q2: 587,823 shares; 2024Q3: 513,099 shares; 2024Q4: 511,837 shares; 2025Q1: 546,080 shares 546,080 $22.8M 0.3% +34,243 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 166,810 shares; 2024Q1: 166,411 shares; 2024Q2: 157,858 shares; 2024Q3: 161,875 shares; 2024Q4: 158,929 shares; 2025Q1: 145,779 shares 145,779 $22.8M 0.29% -13,150 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 205,613 shares; 2024Q1: 202,705 shares; 2024Q2: 200,398 shares; 2024Q3: 391,670 shares; 2024Q4: 188,646 shares; 2025Q1: 186,375 shares 186,375 $22.2M 0.29% -2,271 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 95,748 shares; 2024Q1: 293,826 shares; 2024Q2: 288,309 shares; 2024Q3: 326,545 shares; 2024Q4: 256,577 shares; 2025Q1: 249,879 shares 249,879 $21.9M 0.28% -6,698 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,004 shares; 2024Q1: 54,772 shares; 2024Q2: 50,581 shares; 2024Q3: 50,113 shares; 2024Q4: 49,296 shares; 2025Q1: 41,332 shares 41,332 $21.6M 0.28% -7,964 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,430 shares; 2024Q1: 42,641 shares; 2024Q2: 40,019 shares; 2024Q3: 36,046 shares; 2024Q4: 37,272 shares; 2025Q1: 38,070 shares 38,070 $21.4M 0.28% +798 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 168,438 shares; 2024Q1: 167,128 shares; 2024Q2: 164,995 shares; 2024Q3: 161,678 shares; 2024Q4: 156,774 shares; 2025Q1: 160,232 shares 160,232 $21.3M 0.28% +3,458 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,403 shares; 2024Q1: 42,207 shares; 2024Q2: 36,802 shares; 2024Q3: 41,645 shares; 2024Q4: 38,480 shares; 2025Q1: 38,552 shares 38,552 $21.1M 0.27% +72 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,047 shares; 2024Q1: 37,970 shares; 2024Q2: 45,536 shares; 2024Q3: 42,778 shares; 2024Q4: 43,291 shares; 2025Q1: 44,481 shares 44,481 $20.9M 0.27% +1,190 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 90,975 shares; 2024Q1: 90,368 shares; 2024Q2: 93,803 shares; 2024Q3: 91,329 shares; 2024Q4: 80,947 shares; 2025Q1: 78,414 shares 78,414 $19.5M 0.25% -2,533 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 88,905 shares; 2024Q1: 88,397 shares; 2024Q2: 88,148 shares; 2024Q3: 86,097 shares; 2024Q4: 83,559 shares; 2025Q1: 81,153 shares 81,153 $18.8M 0.24% -2,406 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 446,544 shares; 2024Q1: 446,155 shares; 2024Q2: 437,551 shares; 2024Q3: 556,243 shares; 2024Q4: 441,146 shares; 2025Q1: 444,790 shares 444,790 $18.3M 0.24% +3,644 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,294 shares; 2024Q1: 62,987 shares; 2024Q2: 63,518 shares; 2024Q3: 65,564 shares; 2024Q4: 65,729 shares; 2025Q1: 58,096 shares 58,096 $18.1M 0.23% -7,633 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,582 shares; 2024Q1: 62,037 shares; 2024Q2: 64,969 shares; 2024Q3: 60,746 shares; 2024Q4: 59,753 shares; 2025Q1: 58,449 shares 58,449 $17.9M 0.23% -1,304 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 126,419 shares; 2024Q1: 130,134 shares; 2024Q2: 259,445 shares; 2024Q3: 135,273 shares; 2024Q4: 126,621 shares; 2025Q1: 133,493 shares 133,493 $17.7M 0.23% +6,872 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 155,354 shares; 2024Q1: 154,790 shares; 2024Q2: 153,346 shares; 2024Q3: 148,774 shares; 2024Q4: 138,668 shares; 2025Q1: 140,940 shares 140,940 $17.2M 0.22% +2,272 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 262,780 shares; 2024Q1: 266,876 shares; 2024Q2: 259,359 shares; 2024Q3: 260,181 shares; 2024Q4: 254,547 shares; 2025Q1: 262,899 shares 262,899 $16M 0.21% +8,352 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 147,376 shares; 2024Q1: 147,522 shares; 2024Q2: 148,621 shares; 2024Q3: 148,414 shares; 2024Q4: 144,063 shares; 2025Q1: 136,427 shares 136,427 $16M 0.21% -7,636 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,065 shares; 2024Q1: 90,350 shares; 2024Q2: 91,450 shares; 2024Q3: 91,322 shares; 2024Q4: 88,122 shares; 2025Q1: 74,796 shares 74,796 $15.8M 0.21% -13,326 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,163 shares; 2024Q1: 85,670 shares; 2024Q2: 80,792 shares; 2024Q3: 78,596 shares; 2024Q4: 75,376 shares; 2025Q1: 75,913 shares 75,913 $15.8M 0.2% +537 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 215,299 shares; 2024Q1: 232,040 shares; 2024Q2: 270,388 shares; 2024Q3: 274,317 shares; 2024Q4: 279,838 shares; 2025Q1: 301,446 shares 301,446 $15.2M 0.2% +21,608 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 239,932 shares; 2024Q1: 245,673 shares; 2024Q2: 247,702 shares; 2024Q3: 242,653 shares; 2024Q4: 261,447 shares; 2025Q1: 263,326 shares 263,326 $15.1M 0.2% +1,879 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 419,585 shares; 2024Q1: 416,542 shares; 2024Q2: 409,586 shares; 2024Q3: 403,807 shares; 2024Q4: 402,257 shares; 2025Q1: 402,199 shares 402,199 $15M 0.19% -58 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 423,340 shares; 2024Q1: 387,360 shares; 2024Q2: 345,341 shares; 2024Q3: 623,010 shares; 2024Q4: 313,343 shares; 2025Q1: 292,510 shares 292,510 $14.8M 0.19% -20,833 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 339,352 shares; 2024Q1: 334,686 shares; 2024Q2: 333,865 shares; 2024Q3: 364,181 shares; 2024Q4: 376,421 shares; 2025Q1: 321,963 shares 321,963 $14.6M 0.19% -54,458 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 718,057 shares; 2024Q1: 694,315 shares; 2024Q2: 662,052 shares; 2024Q3: 740,727 shares; 2024Q4: 591,111 shares; 2025Q1: 576,250 shares 576,250 $14.6M 0.19% -14,861 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,144 shares; 2024Q1: 60,750 shares; 2024Q2: 60,740 shares; 2024Q3: 117,186 shares; 2024Q4: 59,881 shares; 2025Q1: 59,468 shares 59,468 $14.5M 0.19% -413 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 152,947 shares; 2024Q1: 173,859 shares; 2024Q2: 179,585 shares; 2024Q3: 186,908 shares; 2024Q4: 188,671 shares; 2025Q1: 191,973 shares 191,973 $14.5M 0.19% +3,302 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 273,730 shares; 2024Q1: 276,146 shares; 2024Q2: 265,142 shares; 2024Q3: 256,729 shares; 2024Q4: 253,235 shares; 2025Q1: 233,100 shares 233,100 $14.2M 0.18% -20,135 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,772 shares; 2024Q1: 107,569 shares; 2024Q2: 108,175 shares; 2024Q3: 111,005 shares; 2024Q4: 110,515 shares; 2025Q1: 116,060 shares 116,060 $14.1M 0.18% +5,545 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,010 shares; 2024Q1: 359,601 shares; 2024Q2: 357,367 shares; 2024Q3: 361,167 shares; 2024Q4: 370,810 shares; 2025Q1: 115,969 shares 115,969 $13.7M 0.18% -254,841 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,758 shares; 2024Q1: 32,957 shares; 2024Q2: 32,811 shares; 2024Q3: 65,265 shares; 2024Q4: 35,279 shares; 2025Q1: 36,401 shares 36,401 $13.5M 0.17% +1,122 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,249 shares; 2024Q1: 91,795 shares; 2024Q2: 91,011 shares; 2024Q3: 90,367 shares; 2024Q4: 90,874 shares; 2025Q1: 88,517 shares 88,517 $13.4M 0.17% -2,357 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,632 shares; 2024Q1: 42,580 shares; 2024Q2: 40,723 shares; 2024Q3: 42,032 shares; 2024Q4: 43,679 shares; 2025Q1: 47,963 shares 47,963 $13M 0.17% +4,284 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,829 shares; 2024Q1: 59,295 shares; 2024Q2: 56,756 shares; 2024Q3: 54,958 shares; 2024Q4: 52,801 shares; 2025Q1: 49,086 shares 49,086 $13M 0.17% -3,715 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,517 shares; 2024Q1: 80,243 shares; 2024Q2: 79,507 shares; 2024Q3: 92,177 shares; 2024Q4: 82,303 shares; 2025Q1: 81,398 shares 81,398 $12.9M 0.17% -905 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,444 shares; 2024Q1: 37,953 shares; 2024Q2: 37,806 shares; 2024Q3: 38,551 shares; 2024Q4: 38,457 shares; 2025Q1: 38,349 shares 38,349 $12.6M 0.16% -108 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,767 shares; 2024Q1: 70,835 shares; 2024Q2: 63,121 shares; 2024Q3: 92,293 shares; 2024Q4: 59,330 shares; 2025Q1: 64,989 shares 64,989 $12.6M 0.16% +5,659 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 124,132 shares; 2024Q1: 123,672 shares; 2024Q2: 119,405 shares; 2024Q3: 125,965 shares; 2024Q4: 91,954 shares; 2025Q1: 83,966 shares 83,966 $12.6M 0.16% -7,988 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 284,275 shares; 2024Q1: 259,735 shares; 2024Q2: 248,610 shares; 2024Q3: 239,340 shares; 2024Q4: 548,857 shares; 2025Q1: 232,605 shares 232,605 $12.6M 0.16% -316,252 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,515 shares; 2024Q1: 49,309 shares; 2024Q2: 50,551 shares; 2024Q3: 54,680 shares; 2024Q4: 51,519 shares; 2025Q1: 80,807 shares 80,807 $12.4M 0.16% +29,288 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 270,620 shares; 2024Q1: 278,802 shares; 2024Q2: 273,045 shares; 2024Q3: 273,806 shares; 2024Q4: 272,736 shares; 2025Q1: 278,469 shares 278,469 $12.3M 0.16% +5,733 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,370 shares; 2024Q1: 38,702 shares; 2024Q2: 38,814 shares; 2024Q3: 39,605 shares; 2024Q4: 70,970 shares; 2025Q1: 72,230 shares 72,230 $12.3M 0.16% +1,260 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,924 shares; 2024Q1: 31,970 shares; 2024Q2: 25,045 shares; 2024Q3: 23,907 shares; 2024Q4: 23,537 shares; 2025Q1: 25,074 shares 25,074 $11.7M 0.15% +1,537 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 312,624 shares; 2024Q1: 311,984 shares; 2024Q2: 300,046 shares; 2024Q3: 517,820 shares; 2024Q4: 208,912 shares; 2025Q1: 195,109 shares 195,109 $11.7M 0.15% -13,803 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,348 shares; 2024Q1: 58,316 shares; 2024Q2: 58,601 shares; 2024Q3: 65,238 shares; 2024Q4: 59,218 shares; 2025Q1: 55,661 shares 55,661 $11.5M 0.15% -3,557 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,985 shares; 2024Q1: 12,957 shares; 2024Q2: 13,025 shares; 2024Q3: 13,830 shares; 2024Q4: 15,384 shares; 2025Q1: 35,022 shares 35,022 $11.3M 0.15% +19,638 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,683 shares; 2024Q1: 34,980 shares; 2024Q2: 35,166 shares; 2024Q3: 33,090 shares; 2024Q4: 33,464 shares; 2025Q1: 29,105 shares 29,105 $11.2M 0.14% -4,359 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,065 shares; 2024Q1: 27,067 shares; 2024Q2: 26,511 shares; 2024Q3: 25,962 shares; 2024Q4: 28,085 shares; 2025Q1: 35,421 shares 35,421 $11.1M 0.14% +7,336 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 63,085 shares; 2024Q1: 65,713 shares; 2024Q2: 66,048 shares; 2024Q3: 110,567 shares; 2024Q4: 57,586 shares; 2025Q1: 49,659 shares 49,659 $11M 0.14% -7,927 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,128 shares; 2024Q1: 133,517 shares; 2024Q2: 158,863 shares; 2024Q3: 168,814 shares; 2024Q4: 173,151 shares; 2025Q1: 186,625 shares 186,625 $10.9M 0.14% +13,474 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75,557 shares; 2024Q1: 85,786 shares; 2024Q2: 83,776 shares; 2024Q3: 93,643 shares; 2024Q4: 103,820 shares; 2025Q1: 99,988 shares 99,988 $10.9M 0.14% -3,832 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,136 shares; 2024Q1: 52,815 shares; 2024Q2: 54,302 shares; 2024Q3: 52,841 shares; 2024Q4: 46,318 shares; 2025Q1: 38,807 shares 38,807 $10.4M 0.13% -7,511 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 157,897 shares; 2024Q1: 160,268 shares; 2024Q2: 160,450 shares; 2024Q3: 164,299 shares; 2024Q4: 164,263 shares; 2025Q1: 151,709 shares 151,709 $10.3M 0.13% -12,554 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 98,157 shares; 2024Q1: 101,718 shares; 2024Q2: 97,915 shares; 2024Q3: 109,237 shares; 2024Q4: 115,466 shares; 2025Q1: 103,822 shares 103,822 $10.3M 0.13% -11,644 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,996 shares; 2024Q1: 14,890 shares; 2024Q2: 15,274 shares; 2024Q3: 15,998 shares; 2024Q4: 17,047 shares; 2025Q1: 18,690 shares 18,690 $10.2M 0.13% +1,643 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,233 shares; 2024Q1: 46,325 shares; 2024Q2: 43,024 shares; 2024Q3: 42,967 shares; 2024Q4: 42,777 shares; 2025Q1: 39,716 shares 39,716 $10.1M 0.13% -3,061 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,060 shares; 2024Q1: 40,059 shares; 2024Q2: 76,402 shares; 2024Q3: 75,961 shares; 2024Q4: 43,428 shares; 2025Q1: 36,552 shares 36,552 $9.96M 0.13% -6,876 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 352,610 shares; 2024Q1: 364,485 shares; 2024Q2: 357,646 shares; 2024Q3: 345,838 shares; 2024Q4: 313,840 shares; 2025Q1: 322,597 shares 322,597 $9.91M 0.13% +8,757 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,973 shares; 2024Q1: 83,230 shares; 2024Q2: 82,558 shares; 2024Q3: 71,760 shares; 2024Q4: 71,608 shares; 2025Q1: 69,168 shares 69,168 $9.84M 0.13% -2,440 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,766 shares; 2024Q1: 84,324 shares; 2024Q2: 85,433 shares; 2024Q3: 105,674 shares; 2024Q4: 97,786 shares; 2025Q1: 133,516 shares 133,516 $9.78M 0.13% +35,730 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,986 shares; 2024Q1: 29,851 shares; 2024Q2: 30,206 shares; 2024Q3: 30,503 shares; 2024Q4: 30,893 shares; 2025Q1: 31,677 shares 31,677 $9.57M 0.12% +784 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 118,109 shares; 2024Q1: 119,612 shares; 2024Q2: 143,317 shares; 2024Q3: 136,709 shares; 2024Q4: 116,184 shares; 2025Q1: 130,627 shares 130,627 $9.26M 0.12% +14,443 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,837 shares; 2024Q1: 45,099 shares; 2024Q2: 43,613 shares; 2024Q3: 44,012 shares; 2024Q4: 38,575 shares; 2025Q1: 38,713 shares 38,713 $9.15M 0.12% +138 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 190,850 shares; 2024Q1: 213,864 shares; 2024Q2: 229,556 shares; 2024Q3: 254,114 shares; 2024Q4: 288,391 shares; 2025Q1: 370,541 shares 370,541 $9.08M 0.12% +82,150 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80,627 shares; 2024Q1: 82,100 shares; 2024Q2: 79,654 shares; 2024Q3: 73,846 shares; 2024Q4: 77,207 shares; 2025Q1: 43,867 shares 43,867 $8.99M 0.12% -33,340 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66,455 shares; 2024Q1: 67,581 shares; 2024Q2: 66,655 shares; 2024Q3: 69,873 shares; 2024Q4: 69,780 shares; 2025Q1: 70,528 shares 70,528 $8.88M 0.12% +748 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,001 shares; 2024Q1: 2,103 shares; 2024Q2: 109,600 shares; 2024Q3: 112,484 shares; 2024Q4: 127,425 shares; 2025Q1: 170,633 shares 170,633 $8.57M 0.11% +43,208 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,365 shares; 2024Q1: 53,994 shares; 2024Q2: 51,718 shares; 2024Q3: 51,320 shares; 2024Q4: 49,183 shares; 2025Q1: 47,665 shares 47,665 $8.57M 0.11% -1,518 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,782 shares; 2024Q1: 37,303 shares; 2024Q2: 37,319 shares; 2024Q3: 49,473 shares; 2024Q4: 36,644 shares; 2025Q1: 36,246 shares 36,246 $8.45M 0.11% -398 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,733 shares; 2024Q1: 66,203 shares; 2024Q2: 61,434 shares; 2024Q3: 58,168 shares; 2024Q4: 58,016 shares; 2025Q1: 57,255 shares 57,255 $8.41M 0.11% -761 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,479 shares; 2024Q1: 9,049 shares; 2024Q2: 8,803 shares; 2024Q3: 12,667 shares; 2024Q4: 8,423 shares; 2025Q1: 8,955 shares 8,955 $8.35M 0.11% +532 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,331 shares; 2024Q1: 45,337 shares; 2024Q2: 41,354 shares; 2024Q3: 37,749 shares; 2024Q4: 39,335 shares; 2025Q1: 36,922 shares 36,922 $8.03M 0.1% -2,413 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 149,384 shares; 2024Q1: 142,594 shares; 2024Q2: 134,293 shares; 2024Q3: 244,514 shares; 2024Q4: 124,306 shares; 2025Q1: 129,015 shares 129,015 $7.98M 0.1% +4,709 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80,745 shares; 2024Q1: 79,276 shares; 2024Q2: 80,590 shares; 2024Q3: 87,531 shares; 2024Q4: 75,738 shares; 2025Q1: 71,168 shares 71,168 $7.83M 0.1% -4,570 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,619 shares; 2024Q1: 24,554 shares; 2024Q2: 31,573 shares; 2024Q3: 101,861 shares; 2024Q4: 68,555 shares; 2025Q1: 84,666 shares 84,666 $7.77M 0.1% +16,111 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 184,778 shares; 2024Q1: 150,218 shares; 2024Q2: 140,471 shares; 2024Q3: 133,849 shares; 2024Q4: 130,827 shares; 2025Q1: 128,532 shares 128,532 $7.71M 0.1% -2,295 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,805 shares; 2024Q1: 10,724 shares; 2024Q2: 13,676 shares; 2024Q3: 13,471 shares; 2024Q4: 11,929 shares; 2025Q1: 9,531 shares 9,531 $7.59M 0.1% -2,398 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,120 shares; 2024Q1: 2,124 shares; 2024Q2: 9,517 shares; 2024Q3: 16,595 shares; 2024Q4: 16,863 shares; 2025Q1: 17,410 shares 17,410 $7.56M 0.1% +547 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,620 shares; 2024Q1: 39,748 shares; 2024Q2: 101,130 shares; 2024Q3: 103,222 shares; 2024Q4: 102,053 shares; 2025Q1: 104,463 shares 104,463 $7.42M 0.1% +2,410 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,648 shares; 2024Q1: 26,275 shares; 2024Q2: 25,589 shares; 2024Q3: 28,160 shares; 2024Q4: 25,644 shares; 2025Q1: 28,485 shares 28,485 $7.38M 0.1% +2,841 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75,202 shares; 2024Q1: 82,948 shares; 2024Q2: 86,527 shares; 2024Q3: 178,309 shares; 2024Q4: 102,781 shares; 2025Q1: 96,089 shares 96,089 $7.36M 0.1% -6,692 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,869 shares; 2024Q1: 49,164 shares; 2024Q2: 49,337 shares; 2024Q3: 50,514 shares; 2024Q4: 251,895 shares; 2025Q1: 281,443 shares 281,443 $7.15M 0.09% +29,548 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 249,165 shares; 2024Q1: 243,663 shares; 2024Q2: 240,957 shares; 2024Q3: 375,572 shares; 2024Q4: 230,711 shares; 2025Q1: 328,326 shares 328,326 $7.13M 0.09% +97,615 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,108 shares; 2024Q1: 28,234 shares; 2024Q2: 28,486 shares; 2024Q3: 28,715 shares; 2024Q4: 28,001 shares; 2025Q1: 30,045 shares 30,045 $7.12M 0.09% +2,044 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,011 shares; 2024Q1: 28,178 shares; 2024Q2: 29,097 shares; 2024Q3: 29,970 shares; 2024Q4: 28,970 shares; 2025Q1: 28,917 shares 28,917 $7.06M 0.09% -53 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,037 shares; 2024Q1: 56,082 shares; 2024Q2: 54,734 shares; 2024Q3: 59,758 shares; 2024Q4: 56,909 shares; 2025Q1: 60,273 shares 60,273 $7.03M 0.09% +3,364 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,851 shares; 2024Q1: 43,259 shares; 2024Q2: 47,457 shares; 2024Q3: 97,356 shares; 2024Q4: 53,226 shares; 2025Q1: 54,645 shares 54,645 $7.01M 0.09% +1,419 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,293 shares; 2024Q1: 42,753 shares; 2024Q2: 46,208 shares; 2024Q3: 45,623 shares; 2024Q4: 47,546 shares; 2025Q1: 48,109 shares 48,109 $6.98M 0.09% +563 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,647 shares; 2024Q1: 53,445 shares; 2024Q2: 53,309 shares; 2024Q3: 53,172 shares; 2024Q4: 53,849 shares; 2025Q1: 49,862 shares 49,862 $6.87M 0.09% -3,987 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,557 shares; 2024Q1: 80,980 shares; 2024Q2: 78,152 shares; 2024Q3: 78,401 shares; 2024Q4: 74,136 shares; 2025Q1: 69,446 shares 69,446 $6.85M 0.09% -4,690 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 133,329 shares; 2024Q1: 133,000 shares; 2024Q2: 132,942 shares; 2024Q3: 121,678 shares; 2024Q4: 123,617 shares; 2025Q1: 120,247 shares 120,247 $6.8M 0.09% -3,370 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,414 shares; 2024Q1: 14,322 shares; 2024Q2: 13,918 shares; 2024Q3: 26,626 shares; 2024Q4: 13,386 shares; 2025Q1: 12,544 shares 12,544 $6.8M 0.09% -842 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,766 shares; 2024Q1: 13,016 shares; 2024Q2: 24,034 shares; 2024Q3: 49,661 shares; 2024Q4: 52,043 shares; 2025Q1: 103,131 shares 103,131 $6.73M 0.09% +51,088 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 127,841 shares; 2024Q1: 135,575 shares; 2024Q2: 199,890 shares; 2024Q3: 426,047 shares; 2024Q4: 204,709 shares; 2025Q1: 229,392 shares 229,392 $6.71M 0.09% +24,683 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 211,781 shares; 2024Q1: 252,672 shares; 2024Q2: 261,599 shares; 2024Q3: 286,808 shares; 2024Q4: 302,843 shares; 2025Q1: 280,846 shares 280,846 $6.68M 0.09% -21,997 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,589 shares; 2024Q1: 22,182 shares; 2024Q2: 21,972 shares; 2024Q3: 44,650 shares; 2024Q4: 24,235 shares; 2025Q1: 25,764 shares 25,764 $6.66M 0.09% +1,529 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,059 shares; 2024Q1: 22,729 shares; 2024Q2: 22,635 shares; 2024Q3: 23,491 shares; 2024Q4: 23,521 shares; 2025Q1: 24,178 shares 24,178 $6.51M 0.08% +657 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,799 shares; 2024Q1: 206,889 shares; 2024Q2: 158,478 shares; 2024Q3: 173,448 shares; 2024Q4: 125,279 shares; 2025Q1: 138,815 shares 138,815 $6.38M 0.08% +13,536 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,593 shares; 2024Q1: 17,081 shares; 2024Q2: 16,909 shares; 2024Q3: 16,865 shares; 2024Q4: 16,615 shares; 2025Q1: 23,770 shares 23,770 $6.38M 0.08% +7,155 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,459 shares; 2024Q1: 70,019 shares; 2024Q2: 70,619 shares; 2024Q3: 116,404 shares; 2024Q4: 64,994 shares; 2025Q1: 68,325 shares 68,325 $6.34M 0.08% +3,331 NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,413 shares; 2024Q1: 93,092 shares; 2024Q2: 90,471 shares; 2024Q3: 80,301 shares; 2024Q4: 70,138 shares; 2025Q1: 99,009 shares 99,009 $6.29M 0.08% +28,871 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,321 shares; 2024Q1: 11,808 shares; 2024Q2: 11,810 shares; 2024Q3: 12,245 shares; 2024Q4: 11,536 shares; 2025Q1: 11,555 shares 11,555 $6.16M 0.08% +19 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,469 shares; 2024Q1: 7,149 shares; 2024Q2: 7,501 shares; 2024Q3: 7,073 shares; 2024Q4: 7,399 shares; 2025Q1: 6,099 shares 6,099 $6.02M 0.08% -1,300 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,366 shares; 2024Q1: 16,049 shares; 2024Q2: 15,661 shares; 2024Q3: 15,891 shares; 2024Q4: 17,887 shares; 2025Q1: 19,213 shares 19,213 $6.02M 0.08% +1,326 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,655 shares; 2024Q1: 47,010 shares; 2024Q2: 46,961 shares; 2024Q3: 89,102 shares; 2024Q4: 64,809 shares; 2025Q1: 64,303 shares 64,303 $6.01M 0.08% -506 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,115 shares; 2024Q1: 60,115 shares; 2024Q2: 60,115 shares; 2024Q3: 59,445 shares; 2024Q4: 59,445 shares; 2025Q1: 59,445 shares 59,445 $5.99M 0.08% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,037 shares; 2024Q1: 46,104 shares; 2024Q2: 47,494 shares; 2024Q3: 89,572 shares; 2024Q4: 45,096 shares; 2025Q1: 43,764 shares 43,764 $5.94M 0.08% -1,332 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,101 shares; 2024Q1: 43,594 shares; 2024Q2: 45,462 shares; 2024Q3: 88,365 shares; 2024Q4: 46,916 shares; 2025Q1: 45,515 shares 45,515 $5.87M 0.08% -1,401 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,982 shares; 2024Q1: 30,983 shares; 2024Q2: 31,627 shares; 2024Q3: 33,874 shares; 2024Q4: 34,638 shares; 2025Q1: 33,536 shares 33,536 $5.78M 0.07% -1,102 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,990 shares; 2024Q1: 87,989 shares; 2024Q2: 91,807 shares; 2024Q3: 167,028 shares; 2024Q4: 93,701 shares; 2025Q1: 96,492 shares 96,492 $5.73M 0.07% +2,791 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 120,030 shares; 2024Q1: 133,840 shares; 2024Q2: 132,926 shares; 2024Q3: 180,323 shares; 2024Q4: 128,861 shares; 2025Q1: 124,393 shares 124,393 $5.63M 0.07% -4,468 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 90,752 shares; 2024Q1: 90,827 shares; 2024Q2: 91,282 shares; 2024Q3: 94,337 shares; 2024Q4: 97,617 shares; 2025Q1: 58,892 shares 58,892 $5.59M 0.07% -38,725 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,805 shares; 2024Q1: 9,558 shares; 2024Q2: 7,493 shares; 2024Q3: 7,007 shares; 2024Q4: 7,181 shares; 2025Q1: 8,205 shares 8,205 $5.58M 0.07% +1,024 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 137,056 shares; 2024Q1: 168,013 shares; 2024Q2: 223,017 shares; 2024Q3: 176,801 shares; 2024Q4: 169,082 shares; 2025Q1: 141,027 shares 141,027 $5.46M 0.07% -28,055 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 142,405 shares; 2024Q1: 155,015 shares; 2024Q2: 150,713 shares; 2024Q3: 154,036 shares; 2024Q4: 152,069 shares; 2025Q1: 146,598 shares 146,598 $5.41M 0.07% -5,471 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,404 shares; 2024Q1: 33,584 shares; 2024Q2: 31,540 shares; 2024Q3: 31,635 shares; 2024Q4: 32,506 shares; 2025Q1: 38,293 shares 38,293 $5.35M 0.07% +5,787 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64,218 shares; 2024Q1: 72,058 shares; 2024Q2: 78,989 shares; 2024Q3: 84,874 shares; 2024Q4: 83,667 shares; 2025Q1: 89,272 shares 89,272 $5.32M 0.07% +5,605 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72,863 shares; 2024Q1: 72,910 shares; 2024Q2: 74,923 shares; 2024Q3: 99,049 shares; 2024Q4: 75,287 shares; 2025Q1: 73,956 shares 73,956 $5.31M 0.07% -1,331 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 5,582 shares 5,582 $5.28M 0.07% -223 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,125 shares; 2024Q1: 58,648 shares; 2024Q2: 56,918 shares; 2024Q3: 54,165 shares; 2024Q4: 53,572 shares; 2025Q1: 47,994 shares 47,994 $5.26M 0.07% -5,578 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,703 shares; 2024Q1: 108,583 shares; 2024Q2: 114,183 shares; 2024Q3: 139,138 shares; 2024Q4: 146,542 shares; 2025Q1: 210,229 shares 210,229 $5.25M 0.07% +63,687 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,057 shares; 2024Q1: 12,309 shares; 2024Q2: 12,337 shares; 2024Q3: 11,828 shares; 2024Q4: 11,359 shares; 2025Q1: 10,534 shares 10,534 $5.24M 0.07% -825 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 59,316 shares; 2024Q3: 188,188 shares; 2024Q4: 85,372 shares; 2025Q1: 103,363 shares 103,363 $5.24M 0.07% +17,991 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,859 shares; 2024Q1: 14,444 shares; 2024Q2: 14,957 shares; 2024Q3: 16,199 shares; 2024Q4: 17,658 shares; 2025Q1: 18,841 shares 18,841 $5.24M 0.07% +1,183 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,518 shares; 2024Q1: 99,426 shares; 2024Q2: 140,668 shares; 2024Q3: 148,674 shares; 2024Q4: 148,807 shares; 2025Q1: 176,243 shares 176,243 $5.23M 0.07% +27,436 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,496 shares; 2024Q1: 88,256 shares; 2024Q2: 88,202 shares; 2024Q3: 80,590 shares; 2024Q4: 78,600 shares; 2025Q1: 81,961 shares 81,961 $5.23M 0.07% +3,361 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,619 shares; 2024Q1: 28,478 shares; 2024Q2: 58,992 shares; 2024Q3: 57,790 shares; 2024Q4: 25,543 shares; 2025Q1: 25,692 shares 25,692 $5.14M 0.07% +149 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,186 shares; 2024Q1: 59,416 shares; 2024Q2: 58,481 shares; 2024Q3: 56,109 shares; 2024Q4: 56,004 shares; 2025Q1: 80,754 shares 80,754 $5.12M 0.07% +24,750 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115,739 shares; 2024Q1: 116,804 shares; 2024Q2: 163,836 shares; 2024Q3: 242,645 shares; 2024Q4: 156,810 shares; 2025Q1: 178,624 shares 178,624 $5.11M 0.07% +21,814 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,190 shares; 2024Q1: 5,574 shares; 2024Q2: 7,742 shares; 2024Q3: 30,955 shares; 2024Q4: 30,394 shares; 2025Q1: 30,667 shares 30,667 $5.09M 0.07% +273 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,614 shares; 2024Q1: 13,196 shares; 2024Q2: 12,464 shares; 2024Q3: 11,361 shares; 2024Q4: 11,333 shares; 2025Q1: 10,545 shares 10,545 $4.95M 0.06% -788 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,233 shares; 2024Q1: 46,485 shares; 2024Q2: 46,512 shares; 2024Q3: 67,889 shares; 2024Q4: 53,107 shares; 2025Q1: 62,383 shares 62,383 $4.88M 0.06% +9,276 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,497 shares; 2024Q1: 148,543 shares; 2024Q2: 147,618 shares; 2024Q3: 148,834 shares; 2024Q4: 156,467 shares; 2025Q1: 474,011 shares 474,011 $4.88M 0.06% +317,544 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,156 shares; 2024Q1: 13,155 shares; 2024Q2: 14,416 shares; 2024Q3: 16,772 shares; 2024Q4: 16,902 shares; 2025Q1: 38,662 shares 38,662 $4.87M 0.06% +21,760 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,222 shares; 2024Q1: 15,942 shares; 2024Q2: 15,147 shares; 2024Q3: 27,491 shares; 2024Q4: 16,154 shares; 2025Q1: 17,595 shares 17,595 $4.84M 0.06% +1,441 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 79,632 shares; 2024Q1: 81,811 shares; 2024Q2: 84,252 shares; 2024Q3: 109,717 shares; 2024Q4: 110,947 shares; 2025Q1: 115,478 shares 115,478 $4.83M 0.06% +4,531 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,710 shares; 2024Q1: 28,672 shares; 2024Q2: 42,237 shares; 2024Q3: 90,554 shares; 2024Q4: 76,573 shares; 2025Q1: 96,292 shares 96,292 $4.82M 0.06% +19,719 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 123,910 shares; 2024Q1: 122,400 shares; 2024Q2: 112,979 shares; 2024Q3: 100,106 shares; 2024Q4: 79,951 shares; 2025Q1: 70,580 shares 70,580 $4.78M 0.06% -9,371 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 69,971 shares; 2024Q1: 69,950 shares; 2024Q2: 68,867 shares; 2024Q3: 64,860 shares; 2024Q4: 62,716 shares; 2025Q1: 64,850 shares 64,850 $4.77M 0.06% +2,134 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 156,536 shares; 2024Q1: 238,086 shares; 2024Q2: 223,846 shares; 2024Q3: 222,079 shares; 2024Q4: 154,295 shares; 2025Q1: 152,658 shares 152,658 $4.73M 0.06% -1,637 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 93,111 shares; 2024Q1: 105,510 shares; 2024Q2: 111,406 shares; 2024Q3: 120,709 shares; 2024Q4: 138,244 shares; 2025Q1: 137,958 shares 137,958 $4.62M 0.06% -286 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,359 shares; 2024Q1: 3,001 shares; 2024Q2: 5,034 shares; 2024Q3: 15,062 shares; 2024Q4: 17,648 shares; 2025Q1: 10,727 shares 10,727 $4.6M 0.06% -6,921 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,480 shares; 2024Q1: 12,948 shares; 2024Q2: 12,606 shares; 2024Q3: 14,797 shares; 2024Q4: 11,762 shares; 2025Q1: 12,355 shares 12,355 $4.6M 0.06% +593 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100,496 shares; 2024Q1: 101,515 shares; 2024Q2: 101,259 shares; 2024Q3: 91,391 shares; 2024Q4: 93,069 shares; 2025Q1: 86,987 shares 86,987 $4.56M 0.06% -6,082 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51,077 shares; 2024Q1: 59,038 shares; 2024Q2: 61,226 shares; 2024Q3: 72,748 shares; 2024Q4: 80,958 shares; 2025Q1: 75,549 shares 75,549 $4.52M 0.06% -5,409 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 179,120 shares; 2024Q1: 168,520 shares; 2024Q2: 161,684 shares; 2024Q3: 160,986 shares; 2024Q4: 159,089 shares; 2025Q1: 141,594 shares 141,594 $4.39M 0.06% -17,495 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,203 shares; 2024Q1: 57,251 shares; 2024Q2: 55,614 shares; 2024Q3: 102,452 shares; 2024Q4: 54,625 shares; 2025Q1: 55,533 shares 55,533 $4.38M 0.06% +908 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,769 shares; 2024Q1: 56,424 shares; 2024Q2: 56,094 shares; 2024Q3: 49,620 shares; 2024Q4: 45,022 shares; 2025Q1: 41,059 shares 41,059 $4.33M 0.06% -3,963 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,923 shares; 2024Q1: 18,931 shares; 2024Q2: 18,004 shares; 2024Q3: 21,619 shares; 2024Q4: 18,115 shares; 2025Q1: 18,159 shares 18,159 $4.24M 0.05% +44 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,631 shares; 2024Q1: 27,405 shares; 2024Q2: 26,763 shares; 2024Q3: 33,769 shares; 2024Q4: 42,099 shares; 2025Q1: 40,724 shares 40,724 $4.18M 0.05% -1,375 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,664 shares; 2024Q1: 37,786 shares; 2024Q2: 40,081 shares; 2024Q3: 42,684 shares; 2024Q4: 45,049 shares; 2025Q1: 48,014 shares 48,014 $4.17M 0.05% +2,965 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,448 shares; 2024Q1: 25,258 shares; 2024Q2: 24,971 shares; 2024Q3: 24,425 shares; 2024Q4: 23,685 shares; 2025Q1: 23,150 shares 23,150 $4.15M 0.05% -535 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,064 shares; 2024Q1: 11,153 shares; 2024Q2: 11,270 shares; 2024Q3: 11,159 shares; 2024Q4: 11,154 shares; 2025Q1: 8,506 shares 8,506 $4.12M 0.05% -2,648 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,848 shares; 2024Q1: 29,286 shares; 2024Q2: 28,076 shares; 2024Q3: 38,216 shares; 2024Q4: 110,009 shares; 2025Q1: 150,061 shares 150,061 $4.09M 0.05% +40,052 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,231 shares; 2024Q1: 36,937 shares; 2024Q2: 36,512 shares; 2024Q3: 36,567 shares; 2024Q4: 35,977 shares; 2025Q1: 35,893 shares 35,893 $4.05M 0.05% -84 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,903 shares; 2024Q1: 3,637 shares; 2024Q2: 3,519 shares; 2024Q3: 6,514 shares; 2024Q4: 10,798 shares; 2025Q1: 13,721 shares 13,721 $4.05M 0.05% +2,923 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,917 shares; 2024Q1: 20,487 shares; 2024Q2: 38,638 shares; 2024Q3: 19,066 shares; 2024Q4: 16,080 shares; 2025Q1: 15,628 shares 15,628 $4.04M 0.05% -452 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,093 shares; 2024Q1: 54,858 shares; 2024Q2: 55,123 shares; 2024Q3: 49,790 shares; 2024Q4: 50,594 shares; 2025Q1: 54,475 shares 54,475 $4.02M 0.05% +3,881 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,214 shares; 2024Q1: 16,861 shares; 2024Q2: 16,171 shares; 2024Q3: 14,473 shares; 2024Q4: 14,101 shares; 2025Q1: 15,812 shares 15,812 $4.01M 0.05% +1,711 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,809 shares; 2024Q1: 28,078 shares; 2024Q2: 27,545 shares; 2024Q3: 32,640 shares; 2024Q4: 27,610 shares; 2025Q1: 27,435 shares 27,435 $4M 0.05% -175 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 196,295 shares; 2024Q1: 190,756 shares; 2024Q2: 192,793 shares; 2024Q3: 134,952 shares; 2024Q4: 137,022 shares; 2025Q1: 215,284 shares 215,284 $3.93M 0.05% +78,262 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,149 shares; 2024Q1: 51,106 shares; 2024Q2: 48,387 shares; 2024Q3: 64,693 shares; 2024Q4: 60,495 shares; 2025Q1: 60,052 shares 60,052 $3.92M 0.05% -443 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 124,302 shares; 2024Q1: 126,750 shares; 2024Q2: 124,912 shares; 2024Q3: 123,313 shares; 2024Q4: 116,391 shares; 2025Q1: 112,039 shares 112,039 $3.91M 0.05% -4,352 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,388 shares; 2024Q1: 49,707 shares; 2024Q2: 50,136 shares; 2024Q3: 64,093 shares; 2024Q4: 64,950 shares; 2025Q1: 82,403 shares 82,403 $3.89M 0.05% +17,453 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,019 shares; 2024Q1: 13,963 shares; 2024Q2: 13,974 shares; 2024Q3: 14,233 shares; 2024Q4: 15,207 shares; 2025Q1: 16,031 shares 16,031 $3.88M 0.05% +824 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,347 shares; 2024Q1: 31,082 shares; 2024Q2: 29,929 shares; 2024Q3: 29,416 shares; 2024Q4: 29,427 shares; 2025Q1: 29,437 shares 29,437 $3.88M 0.05% +10 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,851 shares; 2024Q1: 4,860 shares; 2024Q2: 4,971 shares; 2024Q3: 3,451 shares; 2024Q4: 3,379 shares; 2025Q1: 2,686 shares 2,686 $3.85M 0.05% -693 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100,322 shares; 2024Q1: 98,979 shares; 2024Q2: 65,955 shares; 2024Q3: 66,738 shares; 2024Q4: 60,919 shares; 2025Q1: 42,211 shares 42,211 $3.79M 0.05% -18,708 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,481 shares; 2024Q1: 34,341 shares; 2024Q2: 34,713 shares; 2024Q3: 37,209 shares; 2024Q4: 34,660 shares; 2025Q1: 36,239 shares 36,239 $3.78M 0.05% +1,579 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 199,410 shares; 2024Q1: 216,953 shares; 2024Q2: 225,910 shares; 2024Q3: 216,588 shares; 2024Q4: 157,145 shares; 2025Q1: 164,064 shares 164,064 $3.77M 0.05% +6,919 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,413 shares; 2024Q1: 30,563 shares; 2024Q2: 28,134 shares; 2024Q3: 29,763 shares; 2024Q4: 25,363 shares; 2025Q1: 22,364 shares 22,364 $3.75M 0.05% -2,999 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 158,415 shares; 2024Q1: 173,373 shares; 2024Q2: 171,522 shares; 2024Q3: 163,445 shares; 2024Q4: 169,848 shares; 2025Q1: 166,417 shares 166,417 $3.74M 0.05% -3,431 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,586 shares; 2024Q1: 88,748 shares; 2024Q2: 87,137 shares; 2024Q3: 86,921 shares; 2024Q4: 86,964 shares; 2025Q1: 190,637 shares 190,637 $3.73M 0.05% +103,673 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,794 shares; 2024Q1: 16,110 shares; 2024Q2: 15,600 shares; 2024Q3: 30,849 shares; 2024Q4: 16,421 shares; 2025Q1: 21,612 shares 21,612 $3.73M 0.05% +5,191 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,612 shares; 2024Q1: 19,248 shares; 2024Q2: 24,466 shares; 2024Q3: 10,149 shares; 2024Q4: 10,312 shares; 2025Q1: 11,758 shares 11,758 $3.72M 0.05% +1,446 EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 143,146 shares; 2024Q1: 109,231 shares; 2024Q2: 107,015 shares; 2024Q3: 102,638 shares; 2024Q4: 100,929 shares; 2025Q1: 85,142 shares 85,142 $3.72M 0.05% -15,787 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,808 shares; 2024Q1: 20,069 shares; 2024Q2: 27,409 shares; 2024Q3: 23,130 shares; 2024Q4: 23,109 shares; 2025Q1: 16,023 shares 16,023 $3.71M 0.05% -7,086 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,792 shares; 2024Q1: 43,808 shares; 2024Q2: 44,061 shares; 2024Q3: 49,754 shares; 2024Q4: 45,221 shares; 2025Q1: 45,330 shares 45,330 $3.7M 0.05% +109 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,819 shares; 2024Q1: 42,207 shares; 2024Q2: 48,909 shares; 2024Q3: 47,245 shares; 2024Q4: 49,141 shares; 2025Q1: 50,102 shares 50,102 $3.68M 0.05% +961 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,247 shares; 2024Q1: 44,973 shares; 2024Q2: 45,677 shares; 2024Q3: 84,948 shares; 2024Q4: 163,014 shares; 2025Q1: 146,203 shares 146,203 $3.66M 0.05% -16,811 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,015 shares; 2024Q1: 8,956 shares; 2024Q2: 10,773 shares; 2024Q3: 23,452 shares; 2024Q4: 38,516 shares; 2025Q1: 44,764 shares 44,764 $3.66M 0.05% +6,248 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 69,390 shares; 2024Q1: 40,451 shares; 2024Q2: 39,629 shares; 2024Q3: 41,459 shares; 2024Q4: 44,362 shares; 2025Q1: 38,238 shares 38,238 $3.65M 0.05% -6,124 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,312 shares; 2024Q1: 65,036 shares; 2024Q2: 66,884 shares; 2024Q3: 75,156 shares; 2024Q4: 80,936 shares; 2025Q1: 86,202 shares 86,202 $3.64M 0.05% +5,266 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,697 shares; 2024Q1: 57,818 shares; 2024Q2: 61,595 shares; 2024Q3: 118,654 shares; 2024Q4: 176,829 shares; 2025Q1: 152,539 shares 152,539 $3.6M 0.05% -24,290 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,220 shares; 2024Q1: 40,604 shares; 2024Q2: 72,831 shares; 2024Q3: 66,009 shares; 2024Q4: 67,733 shares; 2025Q1: 54,706 shares 54,706 $3.59M 0.05% -13,027 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66,243 shares; 2024Q1: 72,200 shares; 2024Q2: 72,852 shares; 2024Q3: 81,371 shares; 2024Q4: 85,314 shares; 2025Q1: 91,265 shares 91,265 $3.53M 0.05% +5,951 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 26,466 shares; 2024Q2: 26,581 shares; 2024Q3: 31,568 shares; 2024Q4: 32,075 shares; 2025Q1: 41,684 shares 41,684 $3.52M 0.05% +9,609 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,518 shares; 2024Q1: 5,414 shares; 2024Q2: 5,187 shares; 2024Q3: 4,573 shares; 2024Q4: 4,388 shares; 2025Q1: 6,053 shares 6,053 $3.51M 0.05% +1,665 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,757 shares; 2024Q1: 24,291 shares; 2024Q2: 24,291 shares; 2024Q3: 32,016 shares; 2024Q4: 85,782 shares; 2025Q1: 88,959 shares 88,959 $3.46M 0.04% +3,177 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,176 shares; 2024Q1: 8,161 shares; 2024Q2: 8,171 shares; 2024Q3: 8,211 shares; 2024Q4: 8,180 shares; 2025Q1: 7,954 shares 7,954 $3.46M 0.04% -226 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,020 shares; 2024Q1: 55,573 shares; 2024Q2: 53,368 shares; 2024Q3: 38,068 shares; 2024Q4: 36,690 shares; 2025Q1: 35,044 shares 35,044 $3.44M 0.04% -1,646 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,410 shares; 2024Q1: 30,506 shares; 2024Q2: 30,334 shares; 2024Q3: 24,778 shares; 2024Q4: 25,086 shares; 2025Q1: 23,140 shares 23,140 $3.44M 0.04% -1,946 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,516 shares; 2024Q1: 75,727 shares; 2024Q2: 69,076 shares; 2024Q3: 60,142 shares; 2024Q4: 58,344 shares; 2025Q1: 61,010 shares 61,010 $3.42M 0.04% +2,666 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,396 shares; 2024Q1: 11,596 shares; 2024Q2: 11,700 shares; 2024Q3: 13,222 shares; 2024Q4: 13,213 shares; 2025Q1: 15,482 shares 15,482 $3.41M 0.04% +2,269 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 185,184 shares; 2024Q1: 172,763 shares; 2024Q2: 163,418 shares; 2024Q3: 164,008 shares; 2024Q4: 164,413 shares; 2025Q1: 166,678 shares 166,678 $3.39M 0.04% +2,265 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,211 shares; 2024Q1: 17,634 shares; 2024Q2: 18,283 shares; 2024Q3: 17,643 shares; 2024Q4: 17,685 shares; 2025Q1: 16,809 shares 16,809 $3.39M 0.04% -876 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,732 shares; 2024Q1: 15,678 shares; 2024Q2: 15,761 shares; 2024Q3: 16,102 shares; 2024Q4: 16,195 shares; 2025Q1: 18,494 shares 18,494 $3.38M 0.04% +2,299 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,646 shares; 2024Q1: 60,565 shares; 2024Q2: 56,495 shares; 2024Q3: 56,213 shares; 2024Q4: 53,882 shares; 2025Q1: 53,796 shares 53,796 $3.38M 0.04% -86 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,795 shares; 2024Q1: 14,041 shares; 2024Q2: 28,173 shares; 2024Q3: 24,405 shares; 2024Q4: 12,527 shares; 2025Q1: 9,658 shares 9,658 $3.33M 0.04% -2,869 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,748 shares; 2024Q1: 43,755 shares; 2024Q2: 45,413 shares; 2024Q3: 45,995 shares; 2024Q4: 33,267 shares; 2025Q1: 31,466 shares 31,466 $3.3M 0.04% -1,801 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,161 shares; 2024Q1: 99,914 shares; 2024Q2: 100,573 shares; 2024Q3: 190,025 shares; 2024Q4: 100,858 shares; 2025Q1: 143,644 shares 143,644 $3.29M 0.04% +42,786 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 114,090 shares; 2024Q1: 113,937 shares; 2024Q2: 114,236 shares; 2024Q3: 128,137 shares; 2024Q4: 130,378 shares; 2025Q1: 79,830 shares 79,830 $3.29M 0.04% -50,548 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 131,705 shares; 2024Q1: 130,286 shares; 2024Q2: 125,542 shares; 2024Q3: 122,346 shares; 2024Q4: 122,354 shares; 2025Q1: 111,266 shares 111,266 $3.27M 0.04% -11,088 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,984 shares; 2024Q1: 108,268 shares; 2024Q2: 107,388 shares; 2024Q3: 207,388 shares; 2024Q4: 108,554 shares; 2025Q1: 109,416 shares 109,416 $3.26M 0.04% +862 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,713 shares; 2024Q1: 5,332 shares; 2024Q2: 5,376 shares; 2024Q3: 7,206 shares; 2024Q4: 6,846 shares; 2025Q1: 12,741 shares 12,741 $3.24M 0.04% +5,895 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,479 shares; 2024Q1: 25,501 shares; 2024Q2: 23,109 shares; 2024Q3: 20,698 shares; 2024Q4: 18,566 shares; 2025Q1: 18,954 shares 18,954 $3.23M 0.04% +388 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 82,356 shares; 2024Q1: 83,066 shares; 2024Q2: 83,290 shares; 2024Q3: 92,252 shares; 2024Q4: 92,517 shares; 2025Q1: 49,733 shares 49,733 $3.22M 0.04% -42,784 SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,024 shares; 2024Q1: 14,045 shares; 2024Q2: 14,357 shares; 2024Q3: 12,729 shares; 2024Q4: 10,287 shares; 2025Q1: 9,182 shares 9,182 $3.21M 0.04% -1,105 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,107 shares; 2024Q1: 3,093 shares; 2024Q2: 3,112 shares; 2024Q3: 3,590 shares; 2024Q4: 16,840 shares; 2025Q1: 15,850 shares 15,850 $3.2M 0.04% -990 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,632 shares; 2024Q1: 14,075 shares; 2024Q2: 14,504 shares; 2024Q3: 27,446 shares; 2024Q4: 14,106 shares; 2025Q1: 14,325 shares 14,325 $3.18M 0.04% +219 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,886 shares; 2024Q1: 47,353 shares; 2024Q2: 34,424 shares; 2024Q3: 69,800 shares; 2024Q4: 36,409 shares; 2025Q1: 30,460 shares 30,460 $3.11M 0.04% -5,949 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,286 shares; 2024Q1: 40,502 shares; 2024Q2: 39,506 shares; 2024Q3: 31,467 shares; 2024Q4: 27,446 shares; 2025Q1: 33,022 shares 33,022 $3.09M 0.04% +5,576 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,560 shares; 2024Q1: 46,765 shares; 2024Q2: 93,560 shares; 2024Q3: 46,486 shares; 2024Q4: 46,804 shares; 2025Q1: 26,513 shares 26,513 $3.07M 0.04% -20,291 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,105 shares 138,105 $3.06M 0.04% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,413 shares; 2024Q1: 3,423 shares; 2024Q2: 3,799 shares; 2024Q3: 15,324 shares; 2024Q4: 15,030 shares; 2025Q1: 14,826 shares 14,826 $3.05M 0.04% -204 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 340,441 shares; 2024Q1: 332,750 shares; 2024Q2: 365,777 shares; 2024Q3: 219,566 shares; 2024Q4: 149,254 shares; 2025Q1: 133,446 shares 133,446 $3.03M 0.04% -15,808 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,293 shares; 2024Q1: 12,537 shares; 2024Q2: 12,120 shares; 2024Q3: 12,156 shares; 2024Q4: 12,485 shares; 2025Q1: 34,809 shares 34,809 $3.03M 0.04% +22,324 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,642 shares; 2024Q1: 12,916 shares; 2024Q2: 12,924 shares; 2024Q3: 12,841 shares; 2024Q4: 12,045 shares; 2025Q1: 97,082 shares 97,082 $3.02M 0.04% +85,037 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,462 shares; 2024Q1: 15,795 shares; 2024Q2: 15,905 shares; 2024Q3: 12,519 shares; 2024Q4: 12,737 shares; 2025Q1: 10,130 shares 10,130 $3.01M 0.04% -2,607 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,892 shares; 2024Q1: 29,073 shares; 2024Q2: 51,889 shares; 2024Q3: 29,808 shares; 2024Q4: 30,634 shares; 2025Q1: 30,854 shares 30,854 $2.97M 0.04% +220 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,123 shares; 2024Q1: 8,119 shares; 2024Q2: 8,150 shares; 2024Q3: 8,199 shares; 2024Q4: 8,309 shares; 2025Q1: 25,645 shares 25,645 $2.96M 0.04% +17,336 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,028 shares; 2024Q1: 65,071 shares; 2024Q2: 63,323 shares; 2024Q3: 49,385 shares; 2024Q4: 43,290 shares; 2025Q1: 40,766 shares 40,766 $2.95M 0.04% -2,524 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,337 shares; 2024Q1: 75,982 shares; 2024Q2: 224,777 shares; 2024Q3: 228,404 shares; 2024Q4: 233,413 shares; 2025Q1: 319,321 shares 319,321 $2.88M 0.04% +85,908 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,947 shares; 2024Q1: 8,321 shares; 2024Q2: 8,318 shares; 2024Q3: 6,071 shares; 2024Q4: 6,192 shares; 2025Q1: 4,954 shares 4,954 $2.88M 0.04% -1,238 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,262 shares; 2024Q1: 34,184 shares; 2024Q2: 33,078 shares; 2024Q3: 40,817 shares; 2024Q4: 31,934 shares; 2025Q1: 31,668 shares 31,668 $2.87M 0.04% -266 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,034 shares; 2024Q1: 29,909 shares; 2024Q2: 24,763 shares; 2024Q3: 23,800 shares; 2024Q4: 19,303 shares; 2025Q1: 20,222 shares 20,222 $2.86M 0.04% +919 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,102 shares; 2024Q1: 40,016 shares; 2024Q2: 38,510 shares; 2024Q3: 35,731 shares; 2024Q4: 33,968 shares; 2025Q1: 30,735 shares 30,735 $2.85M 0.04% -3,233 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,842 shares; 2024Q1: 1,835 shares; 2024Q2: 1,834 shares; 2024Q3: 1,768 shares; 2024Q4: 1,809 shares; 2025Q1: 2,414 shares 2,414 $2.85M 0.04% +605 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,227 shares; 2024Q1: 30,921 shares; 2024Q2: 23,125 shares; 2024Q3: 24,047 shares; 2024Q4: 24,528 shares; 2025Q1: 32,156 shares 32,156 $2.85M 0.04% +7,628 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,108 shares; 2024Q1: 42,549 shares; 2024Q2: 31,229 shares; 2024Q3: 61,404 shares; 2024Q4: 29,895 shares; 2025Q1: 28,124 shares 28,124 $2.83M 0.04% -1,771 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,177 shares; 2024Q1: 47,596 shares; 2024Q2: 49,049 shares; 2024Q3: 50,139 shares; 2024Q4: 33,585 shares; 2025Q1: 28,324 shares 28,324 $2.83M 0.04% -5,261 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,146 shares; 2024Q1: 74,285 shares; 2024Q2: 114,529 shares; 2024Q3: 157,667 shares; 2024Q4: 113,215 shares; 2025Q1: 125,797 shares 125,797 $2.82M 0.04% +12,582 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 104,182 shares; 2024Q1: 99,064 shares; 2024Q2: 101,849 shares; 2024Q3: 103,618 shares; 2024Q4: 95,592 shares; 2025Q1: 98,687 shares 98,687 $2.82M 0.04% +3,095 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,793 shares; 2024Q1: 35,067 shares; 2024Q2: 35,571 shares; 2024Q3: 39,292 shares; 2024Q4: 38,487 shares; 2025Q1: 17,502 shares 17,502 $2.75M 0.04% -20,985 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 71,878 shares; 2024Q1: 51,887 shares; 2024Q2: 88,846 shares; 2024Q3: 108,235 shares; 2024Q4: 68,964 shares; 2025Q1: 72,460 shares 72,460 $2.74M 0.04% +3,496 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,352 shares; 2024Q1: 40,834 shares; 2024Q2: 40,852 shares; 2024Q3: 47,490 shares; 2024Q4: 43,659 shares; 2025Q1: 44,178 shares 44,178 $2.73M 0.04% +519 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,761 shares; 2024Q1: 35,151 shares; 2024Q2: 35,633 shares; 2024Q3: 36,538 shares; 2024Q4: 35,328 shares; 2025Q1: 36,019 shares 36,019 $2.69M 0.03% +691 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,206 shares; 2024Q1: 16,353 shares; 2024Q2: 16,828 shares; 2024Q3: 22,711 shares; 2024Q4: 18,615 shares; 2025Q1: 17,962 shares 17,962 $2.62M 0.03% -653 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,967 shares; 2024Q1: 14,197 shares; 2024Q2: 13,269 shares; 2024Q3: 10,277 shares; 2024Q4: 9,525 shares; 2025Q1: 60,096 shares 60,096 $2.62M 0.03% +50,571 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 109,709 shares; 2024Q1: 110,758 shares; 2024Q2: 222,676 shares; 2024Q3: 104,297 shares; 2024Q4: 18,919 shares; 2025Q1: 83,492 shares 83,492 $2.6M 0.03% +64,573 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,979 shares; 2024Q1: 6,913 shares; 2024Q2: 6,948 shares; 2024Q3: 6,773 shares; 2024Q4: 6,886 shares; 2025Q1: 8,088 shares 8,088 $2.58M 0.03% +1,202 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,619 shares; 2024Q1: 36,110 shares; 2024Q2: 35,948 shares; 2024Q3: 22,601 shares; 2024Q4: 25,639 shares; 2025Q1: 26,315 shares 26,315 $2.57M 0.03% +676 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,010 shares; 2024Q1: 4,966 shares; 2024Q2: 4,849 shares; 2024Q3: 6,388 shares; 2024Q4: 4,375 shares; 2025Q1: 5,851 shares 5,851 $2.56M 0.03% +1,476 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,315 shares; 2024Q4: 9,430 shares; 2025Q1: 19,256 shares 19,256 $2.56M 0.03% +9,826 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,089 shares; 2024Q1: 25,551 shares; 2024Q2: 28,535 shares; 2024Q3: 29,907 shares; 2024Q4: 30,152 shares; 2025Q1: 28,431 shares 28,431 $2.55M 0.03% -1,721 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,890 shares; 2024Q1: 76,494 shares; 2024Q2: 79,784 shares; 2024Q3: 110,299 shares; 2024Q4: 77,786 shares; 2025Q1: 86,117 shares 86,117 $2.55M 0.03% +8,331 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,527 shares; 2024Q1: 61,255 shares; 2024Q2: 58,489 shares; 2024Q3: 112,606 shares; 2024Q4: 52,192 shares; 2025Q1: 50,050 shares 50,050 $2.54M 0.03% -2,142 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,633 shares; 2024Q1: 15,811 shares; 2024Q2: 18,569 shares; 2024Q3: 17,653 shares; 2024Q4: 16,246 shares; 2025Q1: 16,481 shares 16,481 $2.54M 0.03% +235 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,391 shares; 2024Q1: 100,241 shares; 2024Q2: 94,827 shares; 2024Q3: 95,045 shares; 2024Q4: 93,777 shares; 2025Q1: 91,217 shares 91,217 $2.53M 0.03% -2,560 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,276 shares; 2024Q1: 15,144 shares; 2024Q2: 17,137 shares; 2024Q3: 42,517 shares; 2024Q4: 88,386 shares; 2025Q1: 90,297 shares 90,297 $2.52M 0.03% +1,911 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 114,843 shares; 2024Q1: 40,105 shares; 2024Q2: 41,544 shares; 2024Q3: 82,184 shares; 2024Q4: 84,504 shares; 2025Q1: 42,797 shares 42,797 $2.52M 0.03% -41,707 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,252 shares; 2024Q1: 21,491 shares; 2024Q2: 12,968 shares; 2024Q3: 16,163 shares; 2024Q4: 8,647 shares; 2025Q1: 8,151 shares 8,151 $2.52M 0.03% -496 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 15,654 shares; 2024Q2: 15,832 shares; 2024Q3: 15,850 shares; 2024Q4: 16,128 shares; 2025Q1: 21,553 shares 21,553 $2.51M 0.03% +5,425 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,860 shares; 2024Q1: 64,703 shares; 2024Q2: 80,377 shares; 2024Q3: 90,264 shares; 2024Q4: 114,916 shares; 2025Q1: 120,880 shares 120,880 $2.5M 0.03% +5,964 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,660 shares; 2024Q1: 9,577 shares; 2024Q2: 9,300 shares; 2024Q3: 12,368 shares; 2024Q4: 12,167 shares; 2025Q1: 23,672 shares 23,672 $2.48M 0.03% +11,505 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,894 shares 48,894 $2.46M 0.03% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,327 shares; 2024Q1: 13,907 shares; 2024Q2: 13,641 shares; 2024Q3: 14,462 shares; 2024Q4: 14,954 shares; 2025Q1: 17,928 shares 17,928 $2.45M 0.03% +2,974 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 61,114 shares; 2024Q1: 61,377 shares; 2024Q2: 61,511 shares; 2024Q3: 60,253 shares; 2024Q4: 61,509 shares; 2025Q1: 89,565 shares 89,565 $2.43M 0.03% +28,056 BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,990 shares; 2024Q1: 4,835 shares; 2024Q2: 4,849 shares; 2024Q3: 4,859 shares; 2024Q4: 4,940 shares; 2025Q1: 13,020 shares 13,020 $2.42M 0.03% +8,080 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,739 shares; 2024Q1: 18,057 shares; 2024Q2: 18,242 shares; 2024Q3: 19,075 shares; 2024Q4: 19,216 shares; 2025Q1: 20,141 shares 20,141 $2.42M 0.03% +925 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,301 shares; 2024Q1: 19,663 shares; 2024Q2: 23,003 shares; 2024Q3: 22,249 shares; 2024Q4: 18,285 shares; 2025Q1: 24,249 shares 24,249 $2.39M 0.03% +5,964 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,467 shares; 2024Q1: 49,379 shares; 2024Q2: 49,861 shares; 2024Q3: 80,578 shares; 2024Q4: 47,503 shares; 2025Q1: 47,982 shares 47,982 $2.39M 0.03% +479 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,842 shares; 2024Q1: 79,688 shares; 2024Q2: 83,099 shares; 2024Q3: 188,022 shares; 2024Q4: 98,396 shares; 2025Q1: 104,944 shares 104,944 $2.37M 0.03% +6,548 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,832 shares; 2024Q1: 4,411 shares; 2024Q2: 4,246 shares; 2024Q3: 14,936 shares; 2024Q4: 8,855 shares; 2025Q1: 9,711 shares 9,711 $2.37M 0.03% +856 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,592 shares; 2024Q1: 8,290 shares; 2024Q2: 8,209 shares; 2024Q3: 9,017 shares; 2024Q4: 9,778 shares; 2025Q1: 10,309 shares 10,309 $2.36M 0.03% +531 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,354 shares; 2024Q1: 32,405 shares; 2024Q2: 29,053 shares; 2024Q3: 55,254 shares; 2024Q4: 32,249 shares; 2025Q1: 30,111 shares 30,111 $2.36M 0.03% -2,138 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,658 shares; 2024Q1: 65,658 shares; 2024Q2: 65,658 shares; 2024Q3: 65,658 shares; 2024Q4: 65,658 shares; 2025Q1: 65,658 shares 65,658 $2.36M 0.03% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,579 shares; 2024Q1: 25,610 shares; 2024Q2: 25,590 shares; 2024Q3: 25,949 shares; 2024Q4: 18,127 shares; 2025Q1: 18,157 shares 18,157 $2.36M 0.03% +30 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,618 shares; 2024Q1: 16,386 shares; 2024Q2: 16,351 shares; 2024Q3: 17,518 shares; 2024Q4: 17,447 shares; 2025Q1: 23,049 shares 23,049 $2.33M 0.03% +5,602 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,857 shares; 2024Q1: 13,600 shares; 2024Q2: 13,723 shares; 2024Q3: 14,232 shares; 2024Q4: 13,544 shares; 2025Q1: 13,215 shares 13,215 $2.32M 0.03% -329 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,604 shares; 2024Q1: 28,342 shares; 2024Q2: 27,813 shares; 2024Q3: 53,662 shares; 2024Q4: 28,538 shares; 2025Q1: 29,361 shares 29,361 $2.32M 0.03% +823 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,967 shares; 2024Q1: 20,024 shares; 2024Q2: 22,639 shares; 2024Q3: 23,527 shares; 2024Q4: 26,197 shares; 2025Q1: 29,226 shares 29,226 $2.31M 0.03% +3,029 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,330 shares; 2024Q4: 3,337 shares; 2025Q1: 19,842 shares 19,842 $2.3M 0.03% +16,505 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,136 shares; 2024Q1: 22,880 shares; 2024Q2: 20,354 shares; 2024Q3: 23,703 shares; 2024Q4: 20,440 shares; 2025Q1: 38,444 shares 38,444 $2.29M 0.03% +18,004 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,034 shares; 2024Q1: 21,411 shares; 2024Q2: 21,904 shares; 2024Q3: 20,284 shares; 2024Q4: 19,698 shares; 2025Q1: 20,107 shares 20,107 $2.28M 0.03% +409 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,236 shares; 2024Q1: 8,230 shares; 2024Q2: 7,557 shares; 2024Q3: 8,828 shares; 2024Q4: 7,545 shares; 2025Q1: 6,708 shares 6,708 $2.26M 0.03% -837 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,385 shares; 2024Q1: 6,333 shares; 2024Q2: 7,264 shares; 2024Q3: 7,495 shares; 2024Q4: 9,819 shares; 2025Q1: 3,642 shares 3,642 $2.24M 0.03% -6,177 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,532 shares; 2024Q1: 12,251 shares; 2024Q2: 12,625 shares; 2024Q3: 11,568 shares; 2024Q4: 11,219 shares; 2025Q1: 21,716 shares 21,716 $2.23M 0.03% +10,497 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,169 shares; 2024Q1: 18,854 shares; 2024Q2: 18,913 shares; 2024Q3: 38,253 shares; 2024Q4: 19,577 shares; 2025Q1: 25,420 shares 25,420 $2.22M 0.03% +5,843 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,024 shares; 2024Q1: 53,675 shares; 2024Q2: 18,673 shares; 2024Q3: 37,265 shares; 2024Q4: 17,334 shares; 2025Q1: 19,786 shares 19,786 $2.22M 0.03% +2,452 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,664 shares; 2024Q1: 6,900 shares; 2024Q2: 6,684 shares; 2024Q3: 6,793 shares; 2024Q4: 6,755 shares; 2025Q1: 6,951 shares 6,951 $2.21M 0.03% +196 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,651 shares; 2024Q1: 36,326 shares; 2024Q2: 35,943 shares; 2024Q3: 70,348 shares; 2024Q4: 34,530 shares; 2025Q1: 34,598 shares 34,598 $2.2M 0.03% +68 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161,339 shares 161,339 $2.2M 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,136 shares; 2024Q1: 21,082 shares; 2024Q2: 21,178 shares; 2024Q3: 26,554 shares; 2024Q4: 18,712 shares; 2025Q1: 17,743 shares 17,743 $2.19M 0.03% -969 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,932 shares; 2024Q1: 19,782 shares; 2024Q2: 37,435 shares; 2024Q3: 16,070 shares; 2024Q4: 15,619 shares; 2025Q1: 17,144 shares 17,144 $2.19M 0.03% +1,525 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,682 shares; 2024Q1: 12,682 shares; 2024Q2: 21,682 shares; 2024Q3: 14,007 shares; 2024Q4: 14,062 shares; 2025Q1: 14,146 shares 14,146 $2.19M 0.03% +84 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,825 shares; 2024Q1: 3,549 shares; 2024Q2: 4,906 shares; 2024Q3: 5,867 shares; 2024Q4: 3,557 shares; 2025Q1: 3,691 shares 3,691 $2.18M 0.03% +134 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,391 shares; 2024Q1: 2,339 shares; 2024Q2: 2,394 shares; 2024Q3: 4,269 shares; 2024Q4: 11,432 shares; 2025Q1: 25,398 shares 25,398 $2.17M 0.03% +13,966 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,102 shares; 2024Q1: 3,029 shares; 2024Q2: 3,037 shares; 2024Q3: 3,417 shares; 2024Q4: 3,234 shares; 2025Q1: 3,569 shares 3,569 $2.17M 0.03% +335 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,966 shares; 2024Q1: 43,100 shares; 2024Q2: 43,246 shares; 2024Q3: 42,949 shares; 2024Q4: 43,745 shares; 2025Q1: 43,909 shares 43,909 $2.16M 0.03% +164 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,541 shares; 2024Q1: 13,405 shares; 2024Q2: 14,831 shares; 2024Q3: 16,531 shares; 2024Q4: 17,653 shares; 2025Q1: 18,435 shares 18,435 $2.15M 0.03% +782 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,903 shares; 2024Q1: 24,627 shares; 2024Q2: 22,019 shares; 2024Q3: 23,751 shares; 2024Q4: 23,059 shares; 2025Q1: 139,214 shares 139,214 $2.15M 0.03% +116,155 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,809 shares; 2024Q1: 16,244 shares; 2024Q2: 14,602 shares; 2024Q3: 14,099 shares; 2024Q4: 14,177 shares; 2025Q1: 19,440 shares 19,440 $2.12M 0.03% +5,263 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,538 shares; 2025Q1: 16,543 shares 16,543 $2.1M 0.03% +10,005 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 58,613 shares; 2025Q1: 68,285 shares 68,285 $2.09M 0.03% +9,672 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,429 shares; 2024Q1: 46,283 shares; 2024Q2: 49,409 shares; 2024Q3: 56,805 shares; 2024Q4: 71,153 shares; 2025Q1: 69,569 shares 69,569 $2.07M 0.03% -1,584 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,219 shares; 2024Q1: 2,227 shares; 2024Q2: 4,464 shares; 2024Q3: 4,710 shares; 2024Q4: 10,622 shares; 2025Q1: 12,481 shares 12,481 $2.05M 0.03% +1,859 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,115 shares; 2024Q1: 7,089 shares; 2024Q2: 6,788 shares; 2024Q3: 6,994 shares; 2024Q4: 6,627 shares; 2025Q1: 6,132 shares 6,132 $2.02M 0.03% -495 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,067 shares; 2024Q1: 41,264 shares; 2024Q2: 39,587 shares; 2024Q3: 70,543 shares; 2024Q4: 35,084 shares; 2025Q1: 35,404 shares 35,404 $2.01M 0.03% +320 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,899 shares; 2024Q1: 13,383 shares; 2024Q2: 14,164 shares; 2024Q3: 15,354 shares; 2024Q4: 15,579 shares; 2025Q1: 19,939 shares 19,939 $2.01M 0.03% +4,360 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 145,947 shares; 2024Q1: 69,616 shares; 2024Q2: 138,992 shares; 2024Q3: 133,593 shares; 2024Q4: 74,833 shares; 2025Q1: 78,517 shares 78,517 $1.99M 0.03% +3,684 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,019 shares; 2024Q1: 7,083 shares; 2024Q2: 7,760 shares; 2024Q3: 20,331 shares; 2024Q4: 10,744 shares; 2025Q1: 10,674 shares 10,674 $1.99M 0.03% -70 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,802 shares; 2024Q2: 12,611 shares; 2024Q3: 12,438 shares; 2024Q4: 11,614 shares; 2025Q1: 24,614 shares 24,614 $1.97M 0.03% +13,000 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,948 shares; 2024Q1: 12,880 shares; 2024Q2: 12,346 shares; 2024Q3: 11,832 shares; 2024Q4: 11,116 shares; 2025Q1: 10,225 shares 10,225 $1.95M 0.03% -891 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,155 shares; 2024Q1: 16,845 shares; 2024Q2: 16,771 shares; 2024Q3: 17,804 shares; 2024Q4: 17,756 shares; 2025Q1: 17,282 shares 17,282 $1.91M 0.02% -474 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,527 shares; 2024Q1: 5,743 shares; 2024Q2: 7,612 shares; 2024Q3: 13,873 shares; 2024Q4: 13,840 shares; 2025Q1: 19,405 shares 19,405 $1.89M 0.02% +5,565 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,047 shares; 2024Q1: 4,059 shares; 2024Q2: 7,760 shares; 2024Q3: 7,113 shares; 2024Q4: 6,633 shares; 2025Q1: 7,075 shares 7,075 $1.88M 0.02% +442 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 66,986 shares; 2025Q1: 76,645 shares 76,645 $1.87M 0.02% +9,659 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,628 shares; 2024Q3: 17,898 shares; 2024Q4: 20,830 shares; 2025Q1: 22,068 shares 22,068 $1.86M 0.02% +1,238 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 56,015 shares; 2024Q1: 51,363 shares; 2024Q2: 52,013 shares; 2024Q3: 54,697 shares; 2024Q4: 69,094 shares; 2025Q1: 26,779 shares 26,779 $1.86M 0.02% -42,315 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,970 shares; 2024Q1: 83,411 shares; 2024Q2: 168,090 shares; 2024Q3: 95,504 shares; 2024Q4: 163,893 shares; 2025Q1: 278,450 shares 278,450 $1.86M 0.02% +114,557 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,630 shares; 2024Q1: 27,251 shares; 2024Q2: 27,629 shares; 2024Q3: 29,615 shares; 2024Q4: 33,407 shares; 2025Q1: 35,750 shares 35,750 $1.86M 0.02% +2,343 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 63,560 shares; 2024Q1: 62,605 shares; 2024Q2: 52,549 shares; 2024Q3: 36,874 shares; 2024Q4: 26,892 shares; 2025Q1: 22,700 shares 22,700 $1.82M 0.02% -4,192 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,836 shares; 2024Q1: 88,800 shares; 2024Q2: 88,880 shares; 2024Q3: 89,591 shares; 2024Q4: 89,430 shares; 2025Q1: 27,298 shares 27,298 $1.81M 0.02% -62,132 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,483 shares; 2024Q1: 12,464 shares; 2024Q2: 13,030 shares; 2024Q3: 14,311 shares; 2024Q4: 14,544 shares; 2025Q1: 24,753 shares 24,753 $1.81M 0.02% +10,209 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,440 shares; 2024Q1: 35,706 shares; 2024Q2: 35,229 shares; 2024Q3: 35,229 shares; 2024Q4: 35,087 shares; 2025Q1: 34,854 shares 34,854 $1.81M 0.02% -233 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,679 shares; 2024Q1: 11,925 shares; 2024Q2: 11,657 shares; 2024Q3: 11,703 shares; 2024Q4: 11,070 shares; 2025Q1: 11,269 shares 11,269 $1.81M 0.02% +199 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,333 shares; 2024Q1: 18,006 shares; 2024Q2: 19,759 shares; 2024Q3: 22,428 shares; 2024Q4: 27,910 shares; 2025Q1: 28,647 shares 28,647 $1.8M 0.02% +737 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,433 shares; 2025Q1: 29,389 shares 29,389 $1.76M 0.02% +24,956 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 358 shares; 2024Q1: 358 shares; 2024Q2: 358 shares; 2024Q3: 432 shares; 2024Q4: 932 shares; 2025Q1: 937 shares 937 $1.75M 0.02% +5 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 252 shares; 2024Q1: 251 shares; 2024Q2: 251 shares; 2024Q3: 245 shares; 2024Q4: 242 shares; 2025Q1: 240 shares 240 $1.75M 0.02% -2 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,035 shares; 2024Q1: 4,089 shares; 2024Q2: 4,068 shares; 2024Q3: 5,776 shares; 2024Q4: 3,847 shares; 2025Q1: 5,798 shares 5,798 $1.74M 0.02% +1,951 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,366 shares; 2024Q1: 2,356 shares; 2024Q2: 2,544 shares; 2024Q3: 2,572 shares; 2024Q4: 2,551 shares; 2025Q1: 3,492 shares 3,492 $1.73M 0.02% +941 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,148 shares; 2024Q1: 11,144 shares; 2024Q2: 11,214 shares; 2024Q3: 11,544 shares; 2024Q4: 12,443 shares; 2025Q1: 13,164 shares 13,164 $1.72M 0.02% +721 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,122 shares; 2024Q1: 10,264 shares; 2024Q2: 10,351 shares; 2024Q3: 10,216 shares; 2024Q4: 10,136 shares; 2025Q1: 3,371 shares 3,371 $1.71M 0.02% -6,765 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,738 shares; 2024Q1: 8,189 shares; 2024Q2: 6,894 shares; 2024Q3: 13,972 shares; 2024Q4: 7,399 shares; 2025Q1: 10,291 shares 10,291 $1.66M 0.02% +2,892 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,433 shares; 2024Q1: 46,590 shares; 2024Q2: 46,721 shares; 2024Q3: 47,348 shares; 2024Q4: 47,503 shares; 2025Q1: 14,365 shares 14,365 $1.65M 0.02% -33,138 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,699 shares; 2024Q1: 14,947 shares; 2024Q2: 12,364 shares; 2024Q3: 12,785 shares; 2024Q4: 13,139 shares; 2025Q1: 6,281 shares 6,281 $1.64M 0.02% -6,858 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,176 shares; 2024Q1: 8,179 shares; 2024Q2: 8,184 shares; 2024Q3: 8,198 shares; 2024Q4: 8,156 shares; 2025Q1: 7,925 shares 7,925 $1.64M 0.02% -231 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,837 shares; 2024Q1: 13,454 shares; 2024Q2: 13,676 shares; 2024Q3: 15,570 shares; 2024Q4: 16,446 shares; 2025Q1: 17,351 shares 17,351 $1.63M 0.02% +905 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,105 shares; 2024Q3: 8,958 shares; 2024Q4: 9,072 shares; 2025Q1: 10,572 shares 10,572 $1.62M 0.02% +1,500 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $1.6M 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,040 shares; 2024Q1: 23,754 shares; 2024Q2: 23,866 shares; 2024Q3: 22,353 shares; 2024Q4: 22,721 shares; 2025Q1: 31,075 shares 31,075 $1.59M 0.02% +8,354 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,066 shares; 2024Q1: 1,460 shares; 2024Q2: 2,230 shares; 2024Q3: 7,458 shares; 2024Q4: 6,553 shares; 2025Q1: 7,455 shares 7,455 $1.58M 0.02% +902 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,864 shares; 2024Q1: 33,673 shares; 2024Q2: 32,313 shares; 2024Q3: 32,445 shares; 2024Q4: 30,690 shares; 2025Q1: 51,947 shares 51,947 $1.58M 0.02% +21,257 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,015 shares; 2024Q1: 32,940 shares; 2024Q2: 31,224 shares; 2024Q3: 29,696 shares; 2024Q4: 29,694 shares; 2025Q1: 29,467 shares 29,467 $1.57M 0.02% -227 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,336 shares; 2024Q1: 13,794 shares; 2024Q2: 13,808 shares; 2024Q3: 13,881 shares; 2024Q4: 13,588 shares; 2025Q1: 12,932 shares 12,932 $1.57M 0.02% -656 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,277 shares; 2024Q1: 23,082 shares; 2024Q2: 21,537 shares; 2024Q3: 22,720 shares; 2024Q4: 20,610 shares; 2025Q1: 19,494 shares 19,494 $1.57M 0.02% -1,116 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,634 shares; 2024Q1: 13,287 shares; 2024Q2: 13,877 shares; 2024Q3: 17,499 shares; 2024Q4: 51,038 shares; 2025Q1: 21,122 shares 21,122 $1.54M 0.02% -29,916 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,609 shares; 2024Q1: 9,978 shares; 2024Q2: 10,078 shares; 2024Q3: 10,381 shares; 2024Q4: 11,473 shares; 2025Q1: 13,745 shares 13,745 $1.53M 0.02% +2,272 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,693 shares; 2024Q1: 4,308 shares; 2024Q2: 4,276 shares; 2024Q3: 10,494 shares; 2024Q4: 5,601 shares; 2025Q1: 6,032 shares 6,032 $1.52M 0.02% +431 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,310 shares; 2024Q1: 11,580 shares; 2024Q2: 11,557 shares; 2024Q3: 10,909 shares; 2024Q4: 10,809 shares; 2025Q1: 10,283 shares 10,283 $1.51M 0.02% -526 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,022 shares; 2024Q1: 20,764 shares; 2024Q2: 20,727 shares; 2024Q3: 20,350 shares; 2024Q4: 20,555 shares; 2025Q1: 28,864 shares 28,864 $1.51M 0.02% +8,309 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,145 shares; 2024Q1: 10,007 shares; 2024Q2: 10,034 shares; 2024Q3: 10,003 shares; 2024Q4: 10,140 shares; 2025Q1: 11,686 shares 11,686 $1.51M 0.02% +1,546 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,121 shares; 2024Q1: 15,394 shares; 2024Q2: 14,370 shares; 2024Q3: 20,642 shares; 2024Q4: 15,038 shares; 2025Q1: 11,384 shares 11,384 $1.5M 0.02% -3,654 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,842 shares; 2025Q1: 19,372 shares 19,372 $1.5M 0.02% -2,470 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,623 shares; 2024Q1: 10,626 shares; 2024Q2: 7,251 shares; 2024Q3: 7,035 shares; 2024Q4: 7,368 shares; 2025Q1: 7,036 shares 7,036 $1.48M 0.02% -332 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,422 shares; 2024Q1: 16,412 shares; 2024Q2: 17,224 shares; 2024Q3: 22,753 shares; 2024Q4: 23,103 shares; 2025Q1: 28,979 shares 28,979 $1.48M 0.02% +5,876 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,906 shares; 2024Q1: 1,952 shares; 2024Q2: 1,945 shares; 2024Q3: 2,069 shares; 2024Q4: 2,059 shares; 2025Q1: 5,224 shares 5,224 $1.48M 0.02% +3,165 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,573 shares; 2024Q1: 5,199 shares; 2024Q2: 5,109 shares; 2024Q3: 7,800 shares; 2024Q4: 4,766 shares; 2025Q1: 3,515 shares 3,515 $1.48M 0.02% -1,251 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,315 shares; 2024Q3: 3,837 shares; 2024Q4: 3,899 shares; 2025Q1: 5,106 shares 5,106 $1.46M 0.02% +1,207 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,578 shares; 2024Q1: 14,555 shares; 2024Q2: 14,047 shares; 2024Q3: 14,124 shares; 2024Q4: 13,971 shares; 2025Q1: 14,063 shares 14,063 $1.45M 0.02% +92 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,697 shares; 2024Q1: 29,794 shares; 2024Q2: 32,731 shares; 2024Q3: 36,448 shares; 2024Q4: 36,215 shares; 2025Q1: 34,158 shares 34,158 $1.44M 0.02% -2,057 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,597 shares; 2024Q1: 7,501 shares; 2024Q2: 13,025 shares; 2024Q3: 13,223 shares; 2024Q4: 17,971 shares; 2025Q1: 24,295 shares 24,295 $1.42M 0.02% +6,324 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,986 shares; 2024Q1: 19,156 shares; 2024Q2: 18,921 shares; 2024Q3: 19,014 shares; 2024Q4: 18,821 shares; 2025Q1: 18,578 shares 18,578 $1.42M 0.02% -243 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,036 shares; 2024Q1: 7,227 shares; 2024Q2: 7,687 shares; 2024Q3: 14,618 shares; 2024Q4: 8,748 shares; 2025Q1: 10,932 shares 10,932 $1.41M 0.02% +2,184 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,511 shares; 2024Q1: 21,511 shares; 2024Q2: 21,511 shares; 2024Q3: 27,083 shares; 2024Q4: 76,930 shares; 2025Q1: 78,337 shares 78,337 $1.41M 0.02% +1,407 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,217 shares; 2024Q2: 13,928 shares; 2024Q3: 16,239 shares; 2024Q4: 21,121 shares; 2025Q1: 26,194 shares 26,194 $1.4M 0.02% +5,073 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,520 shares; 2024Q1: 81,435 shares; 2024Q2: 79,187 shares; 2024Q3: 86,405 shares; 2024Q4: 92,139 shares; 2025Q1: 79,304 shares 79,304 $1.39M 0.02% -12,835 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,960 shares; 2024Q1: 10,937 shares; 2024Q2: 10,945 shares; 2024Q3: 10,777 shares; 2024Q4: 10,954 shares; 2025Q1: 10,817 shares 10,817 $1.38M 0.02% -137 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,112 shares; 2024Q1: 13,100 shares; 2024Q2: 13,202 shares; 2024Q3: 11,009 shares; 2024Q4: 11,174 shares; 2025Q1: 12,377 shares 12,377 $1.38M 0.02% +1,203 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,552 shares; 2024Q1: 53,575 shares; 2024Q2: 41,779 shares; 2024Q3: 50,140 shares; 2024Q4: 40,153 shares; 2025Q1: 40,372 shares 40,372 $1.38M 0.02% +219 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,921 shares; 2024Q1: 3,980 shares; 2024Q2: 3,999 shares; 2024Q3: 4,179 shares; 2024Q4: 3,858 shares; 2025Q1: 3,977 shares 3,977 $1.34M 0.02% +119 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000 $1.34M 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,153 shares; 2024Q1: 2,806 shares; 2024Q2: 2,774 shares; 2024Q3: 2,812 shares; 2024Q4: 2,772 shares; 2025Q1: 2,760 shares 2,760 $1.34M 0.02% -12 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,855 shares; 2024Q1: 41,754 shares; 2024Q2: 42,062 shares; 2024Q3: 45,286 shares; 2024Q4: 46,640 shares; 2025Q1: 59,087 shares 59,087 $1.34M 0.02% +12,447 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,906 shares; 2024Q1: 3,089 shares; 2024Q2: 3,240 shares; 2024Q3: 4,765 shares; 2024Q4: 3,086 shares; 2025Q1: 5,182 shares 5,182 $1.33M 0.02% +2,096 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,643 shares; 2024Q1: 1,818 shares; 2024Q2: 1,820 shares; 2024Q3: 1,881 shares; 2024Q4: 1,848 shares; 2025Q1: 2,097 shares 2,097 $1.33M 0.02% +249 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,102 shares; 2024Q1: 4,088 shares; 2024Q2: 4,045 shares; 2024Q3: 3,898 shares; 2024Q4: 3,962 shares; 2025Q1: 11,682 shares 11,682 $1.33M 0.02% +7,720 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,904 shares; 2024Q1: 14,125 shares; 2024Q2: 14,221 shares; 2024Q3: 13,856 shares; 2024Q4: 13,290 shares; 2025Q1: 3,309 shares 3,309 $1.32M 0.02% -9,981 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35,158 shares; 2024Q4: 40,577 shares; 2025Q1: 55,765 shares 55,765 $1.32M 0.02% +15,188 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,729 shares; 2024Q1: 7,213 shares; 2024Q2: 6,796 shares; 2024Q3: 6,510 shares; 2024Q4: 6,548 shares; 2025Q1: 6,509 shares 6,509 $1.32M 0.02% -39 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,446 shares 66,446 $1.31M 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 23,130 shares; 2024Q2: 20,787 shares; 2024Q3: 20,956 shares; 2024Q4: 21,645 shares; 2025Q1: 20,038 shares 20,038 $1.31M 0.02% -1,607 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,465 shares; 2024Q1: 10,234 shares; 2024Q2: 12,657 shares; 2024Q3: 30,925 shares; 2024Q4: 121,505 shares; 2025Q1: 61,940 shares 61,940 $1.3M 0.02% -59,565 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,595 shares; 2024Q1: 9,644 shares; 2024Q2: 9,645 shares; 2024Q3: 10,029 shares; 2024Q4: 10,552 shares; 2025Q1: 10,478 shares 10,478 $1.3M 0.02% -74 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,699 shares; 2024Q1: 19,404 shares; 2024Q2: 13,429 shares; 2024Q3: 19,157 shares; 2024Q4: 12,453 shares; 2025Q1: 11,575 shares 11,575 $1.29M 0.02% -878 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,280 shares; 2024Q1: 5,382 shares; 2024Q2: 6,317 shares; 2024Q3: 5,884 shares; 2024Q4: 5,872 shares; 2025Q1: 5,413 shares 5,413 $1.29M 0.02% -459 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,441 shares; 2024Q1: 6,894 shares; 2024Q2: 6,406 shares; 2024Q3: 6,711 shares; 2024Q4: 6,811 shares; 2025Q1: 7,697 shares 7,697 $1.28M 0.02% +886 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,775 shares; 2024Q1: 15,783 shares; 2024Q2: 7,868 shares; 2024Q3: 15,542 shares; 2024Q4: 7,853 shares; 2025Q1: 7,940 shares 7,940 $1.27M 0.02% +87 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,425 shares; 2024Q1: 6,888 shares; 2024Q2: 6,949 shares; 2024Q3: 7,370 shares; 2024Q4: 6,381 shares; 2025Q1: 6,388 shares 6,388 $1.26M 0.02% +7 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,201 shares; 2024Q1: 12,111 shares; 2024Q2: 12,178 shares; 2024Q3: 13,389 shares; 2024Q4: 14,218 shares; 2025Q1: 17,564 shares 17,564 $1.26M 0.02% +3,346 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,113 shares; 2024Q1: 45,546 shares; 2024Q2: 46,558 shares; 2024Q3: 91,918 shares; 2024Q4: 49,531 shares; 2025Q1: 47,474 shares 47,474 $1.25M 0.02% -2,057 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,497 shares; 2024Q1: 21,334 shares; 2024Q2: 21,443 shares; 2024Q3: 47,136 shares; 2024Q4: 23,913 shares; 2025Q1: 53,668 shares 53,668 $1.25M 0.02% +29,755 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,950 shares; 2024Q1: 2,962 shares; 2024Q2: 2,969 shares; 2024Q3: 6,893 shares; 2024Q4: 6,969 shares; 2025Q1: 7,816 shares 7,816 $1.24M 0.02% +847 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 99,190 shares; 2024Q3: 48,356 shares; 2024Q4: 34,335 shares; 2025Q1: 39,078 shares 39,078 $1.23M 0.02% +4,743 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 16,659 shares; 2024Q2: 17,164 shares; 2024Q3: 17,168 shares; 2024Q4: 17,168 shares; 2025Q1: 17,184 shares 17,184 $1.23M 0.02% +16 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,993 shares; 2024Q1: 5,024 shares; 2024Q2: 5,029 shares; 2024Q3: 6,184 shares; 2024Q4: 5,011 shares; 2025Q1: 5,017 shares 5,017 $1.22M 0.02% +6 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,198 shares; 2024Q1: 9,235 shares; 2024Q2: 9,280 shares; 2024Q3: 10,021 shares; 2024Q4: 9,476 shares; 2025Q1: 2,555 shares 2,555 $1.22M 0.02% -6,921 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,734 shares; 2024Q1: 9,897 shares; 2024Q2: 12,158 shares; 2024Q3: 20,110 shares; 2024Q4: 20,988 shares; 2025Q1: 26,422 shares 26,422 $1.21M 0.02% +5,434 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 783 shares; 2024Q1: 831 shares; 2024Q2: 809 shares; 2024Q3: 741 shares; 2024Q4: 720 shares; 2025Q1: 650 shares 650 $1.21M 0.02% -70 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,373 shares; 2024Q1: 9,818 shares; 2024Q2: 9,787 shares; 2024Q3: 10,288 shares; 2024Q4: 9,409 shares; 2025Q1: 9,407 shares 9,407 $1.2M 0.02% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,326 shares; 2024Q1: 2,238 shares; 2024Q2: 2,430 shares; 2024Q3: 2,556 shares; 2024Q4: 2,139 shares; 2025Q1: 3,258 shares 3,258 $1.19M 0.02% +1,119 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,968 shares; 2024Q1: 2,647 shares; 2024Q2: 2,152 shares; 2024Q3: 2,030 shares; 2024Q4: 1,837 shares; 2025Q1: 3,467 shares 3,467 $1.18M 0.02% +1,630 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,963 shares; 2024Q1: 5,966 shares; 2024Q2: 6,051 shares; 2024Q3: 12,092 shares; 2024Q4: 6,761 shares; 2025Q1: 6,816 shares 6,816 $1.17M 0.02% +55 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,617 shares; 2024Q1: 21,369 shares; 2024Q2: 22,723 shares; 2024Q3: 22,125 shares; 2024Q4: 23,473 shares; 2025Q1: 22,994 shares 22,994 $1.17M 0.02% -479 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,794 shares; 2024Q1: 19,026 shares; 2024Q2: 14,291 shares; 2024Q3: 71,956 shares; 2024Q4: 35,481 shares; 2025Q1: 31,224 shares 31,224 $1.17M 0.02% -4,257 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,468 shares; 2025Q1: 16,032 shares 16,032 $1.17M 0.02% -10,436 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,842 shares; 2024Q1: 6,826 shares; 2024Q2: 6,255 shares; 2024Q3: 7,423 shares; 2024Q4: 8,002 shares; 2025Q1: 23,905 shares 23,905 $1.16M 0.02% +15,903 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,043 shares; 2024Q1: 2,015 shares; 2024Q2: 2,196 shares; 2024Q3: 2,814 shares; 2024Q4: 2,234 shares; 2025Q1: 2,249 shares 2,249 $1.15M 0.01% +15 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,973 shares; 2024Q1: 6,450 shares; 2024Q2: 6,417 shares; 2024Q3: 6,724 shares; 2024Q4: 6,614 shares; 2025Q1: 6,303 shares 6,303 $1.14M 0.01% -311 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,318 shares; 2024Q1: 12,054 shares; 2024Q2: 12,074 shares; 2024Q3: 13,321 shares; 2024Q4: 12,696 shares; 2025Q1: 12,737 shares 12,737 $1.14M 0.01% +41 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,749 shares; 2024Q1: 24,456 shares; 2024Q2: 23,164 shares; 2024Q3: 40,798 shares; 2024Q4: 20,721 shares; 2025Q1: 25,761 shares 25,761 $1.14M 0.01% +5,040 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,004 shares; 2024Q1: 12,270 shares; 2024Q2: 12,541 shares; 2024Q3: 13,241 shares; 2024Q4: 13,594 shares; 2025Q1: 13,538 shares 13,538 $1.14M 0.01% -56 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,728 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,868 shares 18,868 $1.13M 0.01% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,804 shares; 2024Q1: 2,793 shares; 2024Q2: 2,152 shares; 2024Q3: 2,929 shares; 2024Q4: 2,964 shares; 2025Q1: 4,310 shares 4,310 $1.13M 0.01% +1,346 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,235 shares; 2025Q1: 1,827 shares 1,827 $1.12M 0.01% +592 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 26,627 shares; 2024Q4: 28,899 shares; 2025Q1: 36,667 shares 36,667 $1.11M 0.01% +7,768 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,419 shares; 2024Q1: 15,734 shares; 2024Q2: 16,012 shares; 2024Q3: 29,319 shares; 2024Q4: 14,792 shares; 2025Q1: 14,272 shares 14,272 $1.11M 0.01% -520 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,439 shares 7,439 $1.1M 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,268 shares; 2024Q1: 22,484 shares; 2024Q2: 22,493 shares; 2024Q3: 22,274 shares; 2024Q4: 22,618 shares; 2025Q1: 29,551 shares 29,551 $1.1M 0.01% +6,933 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,642 shares; 2024Q1: 7,667 shares; 2024Q2: 7,742 shares; 2024Q3: 7,761 shares; 2024Q4: 7,784 shares; 2025Q1: 7,812 shares 7,812 $1.09M 0.01% +28 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,354 shares; 2024Q1: 9,358 shares; 2024Q2: 9,363 shares; 2024Q3: 18,056 shares; 2024Q4: 8,750 shares; 2025Q1: 7,981 shares 7,981 $1.09M 0.01% -769 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,405 shares; 2024Q1: 3,331 shares; 2024Q2: 3,343 shares; 2024Q3: 3,038 shares; 2024Q4: 3,076 shares; 2025Q1: 4,891 shares 4,891 $1.09M 0.01% +1,815 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,367 shares; 2024Q1: 5,918 shares; 2024Q2: 6,150 shares; 2024Q3: 10,758 shares; 2024Q4: 10,807 shares; 2025Q1: 10,284 shares 10,284 $1.09M 0.01% -523 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,125 shares; 2024Q1: 10,177 shares; 2024Q2: 10,407 shares; 2024Q3: 10,797 shares; 2024Q4: 11,016 shares; 2025Q1: 15,953 shares 15,953 $1.08M 0.01% +4,937 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,410 shares; 2024Q1: 6,269 shares; 2024Q2: 6,272 shares; 2024Q3: 6,275 shares; 2024Q4: 6,276 shares; 2025Q1: 8,734 shares 8,734 $1.07M 0.01% +2,458 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,469 shares; 2024Q1: 17,093 shares; 2024Q2: 22,478 shares; 2024Q3: 29,324 shares; 2024Q4: 24,759 shares; 2025Q1: 23,829 shares 23,829 $1.06M 0.01% -930 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,309 shares; 2024Q1: 3,292 shares; 2024Q2: 3,225 shares; 2024Q3: 3,391 shares; 2024Q4: 1,690 shares; 2025Q1: 1,577 shares 1,577 $1.06M 0.01% -113 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,491 shares; 2024Q1: 18,147 shares; 2024Q2: 18,125 shares; 2024Q3: 32,484 shares; 2024Q4: 18,662 shares; 2025Q1: 23,903 shares 23,903 $1.06M 0.01% +5,241 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,202 shares; 2024Q1: 14,114 shares; 2024Q2: 13,784 shares; 2024Q3: 28,340 shares; 2024Q4: 14,270 shares; 2025Q1: 17,866 shares 17,866 $1.05M 0.01% +3,596 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,949 shares; 2024Q1: 12,828 shares; 2024Q2: 14,251 shares; 2024Q3: 13,785 shares; 2024Q4: 14,020 shares; 2025Q1: 18,049 shares 18,049 $1.04M 0.01% +4,029 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,223 shares; 2024Q1: 10,038 shares; 2024Q2: 9,917 shares; 2024Q3: 11,476 shares; 2024Q4: 11,461 shares; 2025Q1: 11,154 shares 11,154 $1.02M 0.01% -307 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,359 shares; 2024Q1: 28,093 shares; 2024Q2: 28,361 shares; 2024Q3: 28,725 shares; 2024Q4: 30,664 shares; 2025Q1: 14,642 shares 14,642 $1.02M 0.01% -16,022 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 241,686 shares; 2024Q1: 242,128 shares; 2024Q2: 242,548 shares; 2024Q3: 278,113 shares; 2024Q4: 278,592 shares; 2025Q1: 279,112 shares 279,112 $1.02M 0.01% +520 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,335 shares; 2024Q1: 13,088 shares; 2024Q2: 12,387 shares; 2024Q3: 10,420 shares; 2024Q4: 9,087 shares; 2025Q1: 9,087 shares 9,087 $1.01M 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,222 shares; 2024Q1: 22,264 shares; 2024Q2: 22,803 shares; 2024Q3: 38,097 shares; 2024Q4: 82,967 shares; 2025Q1: 26,947 shares 26,947 $1.01M 0.01% -56,020 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,124 shares; 2024Q3: 38,148 shares; 2024Q4: 41,743 shares; 2025Q1: 40,694 shares 40,694 $1.01M 0.01% -1,049 Timeline BUFZ 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,773 shares 42,773 $1.01M 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,157 shares; 2024Q2: 2,198 shares; 2024Q3: 3,326 shares; 2024Q4: 3,655 shares; 2025Q1: 6,508 shares 6,508 $997K 0.01% +2,853 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,897 shares; 2024Q1: 2,610 shares; 2024Q2: 2,081 shares; 2024Q3: 1,778 shares; 2024Q4: 1,963 shares; 2025Q1: 510 shares 510 $997K 0.01% -1,453 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,099 shares; 2024Q1: 17,475 shares; 2024Q2: 20,573 shares; 2024Q3: 20,727 shares; 2024Q4: 22,445 shares; 2025Q1: 28,285 shares 28,285 $981K 0.01% +5,840 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,864 shares; 2024Q1: 20,917 shares; 2024Q2: 20,360 shares; 2024Q3: 45,803 shares; 2024Q4: 23,246 shares; 2025Q1: 20,787 shares 20,787 $978K 0.01% -2,459 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,535 shares; 2024Q1: 30,318 shares; 2024Q2: 30,300 shares; 2024Q3: 32,696 shares; 2024Q4: 33,235 shares; 2025Q1: 37,877 shares 37,877 $975K 0.01% +4,642 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,451 shares; 2024Q1: 3,627 shares; 2024Q2: 3,651 shares; 2024Q3: 3,626 shares; 2024Q4: 3,626 shares; 2025Q1: 3,591 shares 3,591 $972K 0.01% -35 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,889 shares; 2024Q1: 11,566 shares; 2024Q2: 13,764 shares; 2024Q3: 21,859 shares; 2024Q4: 14,750 shares; 2025Q1: 11,179 shares 11,179 $972K 0.01% -3,571 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,879 shares; 2024Q1: 18,796 shares; 2024Q2: 18,892 shares; 2024Q3: 18,720 shares; 2024Q4: 18,353 shares; 2025Q1: 17,696 shares 17,696 $971K 0.01% -657 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,508 shares; 2024Q1: 23,487 shares; 2024Q2: 23,418 shares; 2024Q3: 30,074 shares; 2024Q4: 27,296 shares; 2025Q1: 34,497 shares 34,497 $970K 0.01% +7,201 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,786 shares; 2024Q1: 61,183 shares; 2024Q2: 64,453 shares; 2024Q3: 70,644 shares; 2024Q4: 62,261 shares; 2025Q1: 20,028 shares 20,028 $970K 0.01% -42,233 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,981 shares; 2024Q1: 20,261 shares; 2024Q2: 21,644 shares; 2024Q3: 21,318 shares; 2024Q4: 21,695 shares; 2025Q1: 26,650 shares 26,650 $963K 0.01% +4,955 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,828 shares; 2024Q1: 3,828 shares; 2024Q2: 3,828 shares; 2024Q3: 3,795 shares; 2024Q4: 3,767 shares; 2025Q1: 3,767 shares 3,767 $956K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 40,091 shares; 2024Q2: 40,103 shares; 2024Q3: 42,579 shares; 2024Q4: 42,980 shares; 2025Q1: 44,797 shares 44,797 $951K 0.01% +1,817 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,482 shares; 2024Q1: 6,489 shares; 2024Q2: 8,324 shares; 2024Q3: 16,057 shares; 2024Q4: 8,515 shares; 2025Q1: 9,384 shares 9,384 $950K 0.01% +869 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,551 shares; 2025Q1: 14,272 shares 14,272 $947K 0.01% -2,279 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,218 shares; 2024Q1: 6,946 shares; 2024Q2: 5,858 shares; 2024Q3: 8,277 shares; 2024Q4: 6,160 shares; 2025Q1: 6,770 shares 6,770 $944K 0.01% +610 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,238 shares; 2024Q1: 5,742 shares; 2024Q2: 5,562 shares; 2024Q3: 6,669 shares; 2024Q4: 7,351 shares; 2025Q1: 9,896 shares 9,896 $943K 0.01% +2,545 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,551 shares; 2024Q1: 49,597 shares; 2024Q2: 49,781 shares; 2024Q3: 84,530 shares; 2024Q4: 50,516 shares; 2025Q1: 50,412 shares 50,412 $937K 0.01% -104 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,702 shares; 2024Q1: 16,838 shares; 2024Q2: 18,868 shares; 2024Q3: 18,354 shares; 2024Q4: 18,698 shares; 2025Q1: 4,125 shares 4,125 $935K 0.01% -14,573 Timeline