MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,538 shares; 2024Q4: 181,225 shares; 2025Q1: 184,599 shares; 2025Q2: 176,809 shares; 2025Q3: 177,478 shares 177,478 $91.9M 5.79% +669 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,668 shares; 2024Q4: 371,246 shares; 2025Q1: 374,627 shares; 2025Q2: 371,562 shares; 2025Q3: 374,020 shares 374,020 $82.1M 5.17% +2,458 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,865 shares; 2024Q4: 189,380 shares; 2025Q1: 210,676 shares; 2025Q2: 261,286 shares; 2025Q3: 260,214 shares 260,214 $72.7M 4.58% -1,072 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,259 shares; 2024Q4: 301,072 shares; 2025Q1: 303,573 shares; 2025Q2: 299,622 shares; 2025Q3: 297,196 shares 297,196 $72.4M 4.56% -2,426 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,953 shares; 2024Q4: 121,953 shares; 2025Q1: 123,171 shares; 2025Q2: 119,135 shares; 2025Q3: 121,206 shares 121,206 $60.9M 3.84% +2,071 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,740 shares; 2024Q4: 263,662 shares; 2025Q1: 254,775 shares; 2025Q2: 233,005 shares; 2025Q3: 226,961 shares 226,961 $57.8M 3.64% -6,044 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,151 shares; 2024Q4: 11,007 shares; 2025Q1: 11,041 shares; 2025Q2: 10,610 shares; 2025Q3: 10,594 shares 10,594 $57.2M 3.6% -16 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,906 shares; 2024Q4: 256,639 shares; 2025Q1: 249,908 shares; 2025Q2: 240,422 shares; 2025Q3: 239,306 shares 239,306 $48.7M 3.07% -1,116 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,061 shares; 2024Q4: 811,601 shares; 2025Q1: 835,823 shares; 2025Q2: 829,916 shares; 2025Q3: 843,010 shares 843,010 $42.5M 2.68% +13,094 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,927 shares; 2024Q4: 20,806 shares; 2025Q1: 27,870 shares; 2025Q2: 41,121 shares; 2025Q3: 42,046 shares 42,046 $40.7M 2.56% +925 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,108 shares; 2024Q4: 114,741 shares; 2025Q1: 115,963 shares; 2025Q2: 112,833 shares; 2025Q3: 114,561 shares 114,561 $39.1M 2.46% +1,728 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,384 shares; 2024Q4: 491,441 shares; 2025Q1: 876,997 shares; 2025Q2: 871,653 shares; 2025Q3: 885,838 shares 885,838 $38.2M 2.41% +14,185 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,861 shares; 2024Q4: 208,419 shares; 2025Q1: 211,190 shares; 2025Q2: 208,499 shares; 2025Q3: 208,731 shares 208,731 $34.9M 2.2% +232 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,923 shares; 2024Q4: 85,899 shares; 2025Q1: 96,349 shares; 2025Q2: 181,677 shares; 2025Q3: 184,208 shares 184,208 $34.4M 2.16% +2,531 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,185 shares; 2024Q4: 662,228 shares; 2025Q1: 682,144 shares; 2025Q2: 694,114 shares; 2025Q3: 707,721 shares 707,721 $34.2M 2.15% +13,607 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,073 shares; 2024Q4: 119,040 shares; 2025Q1: 111,931 shares; 2025Q2: 107,222 shares; 2025Q3: 108,348 shares 108,348 $33.6M 2.11% +1,126 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,626 shares; 2024Q4: 187,740 shares; 2025Q1: 104,304 shares; 2025Q2: 102,110 shares; 2025Q3: 101,629 shares 101,629 $32.1M 2.02% -481 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,562 shares; 2024Q4: 39,297 shares; 2025Q1: 39,704 shares; 2025Q2: 39,224 shares; 2025Q3: 39,743 shares 39,743 $29.2M 1.84% +519 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,834 shares; 2024Q4: 349,953 shares; 2025Q1: 375,480 shares; 2025Q2: 389,595 shares; 2025Q3: 403,387 shares 403,387 $28.9M 1.82% +13,792 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,501 shares; 2024Q4: 222,985 shares; 2025Q1: 228,856 shares; 2025Q2: 228,634 shares; 2025Q3: 232,789 shares 232,789 $28.8M 1.81% +4,155 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,144 shares; 2024Q4: 72,386 shares; 2025Q1: 74,754 shares; 2025Q2: 74,776 shares; 2025Q3: 75,912 shares 75,912 $25.9M 1.63% +1,136 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,832 shares; 2024Q4: 567,196 shares; 2025Q1: 581,823 shares; 2025Q2: 572,044 shares; 2025Q3: 578,082 shares 578,082 $25M 1.58% +6,038 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,071 shares; 2024Q4: 101,010 shares; 2025Q1: 102,231 shares; 2025Q2: 102,176 shares; 2025Q3: 105,605 shares 105,605 $25M 1.58% +3,429 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,778 shares; 2024Q4: 82,961 shares; 2025Q1: 84,586 shares; 2025Q2: 83,395 shares; 2025Q3: 83,709 shares 83,709 $24.9M 1.57% +314 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,895 shares; 2024Q4: 196,757 shares; 2025Q1: 205,088 shares; 2025Q2: 203,788 shares; 2025Q3: 210,982 shares 210,982 $23.8M 1.5% +7,194 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,884 shares; 2024Q4: 67,660 shares; 2025Q1: 68,850 shares; 2025Q2: 67,992 shares; 2025Q3: 69,075 shares 69,075 $21.9M 1.38% +1,083 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,772 shares; 2024Q4: 184,416 shares; 2025Q1: 190,251 shares; 2025Q2: 187,065 shares; 2025Q3: 190,264 shares 190,264 $21.8M 1.37% +3,199 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,046 shares; 2024Q4: 455,490 shares; 2025Q1: 425,126 shares; 2025Q2: 411,196 shares; 2025Q3: 412,728 shares 412,728 $20.9M 1.32% +1,532 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,628 shares; 2024Q4: 31,061 shares; 2025Q1: 31,062 shares; 2025Q2: 30,390 shares; 2025Q3: 29,990 shares 29,990 $20.1M 1.26% -400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,051 shares; 2025Q1: 19,956 shares; 2025Q2: 34,529 shares; 2025Q3: 36,121 shares 36,121 $17.5M 1.1% +1,592 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,466 shares; 2024Q4: 43,636 shares; 2025Q1: 43,574 shares; 2025Q2: 39,858 shares; 2025Q3: 101,728 shares 101,728 $16.5M 1.04% +61,870 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,446 shares; 2024Q4: 107,365 shares; 2025Q1: 47,114 shares; 2025Q2: 47,006 shares; 2025Q3: 47,268 shares 47,268 $15.7M 0.99% +262 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,305 shares; 2024Q4: 15,480 shares; 2025Q1: 15,952 shares; 2025Q2: 16,265 shares; 2025Q3: 16,604 shares 16,604 $15.3M 0.96% +339 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,953 shares; 2024Q4: 79,214 shares; 2025Q1: 84,289 shares; 2025Q2: 87,472 shares; 2025Q3: 93,435 shares 93,435 $13.7M 0.86% +5,963 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,152 shares; 2024Q4: 196,479 shares; 2025Q1: 107,139 shares; 2025Q2: 105,495 shares; 2025Q3: 107,245 shares 107,245 $11.9M 0.75% +1,750 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,410 shares; 2024Q4: 96,969 shares; 2025Q1: 102,752 shares; 2025Q2: 105,805 shares; 2025Q3: 110,653 shares 110,653 $10.9M 0.69% +4,848 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,279 shares; 2024Q4: 52,713 shares; 2025Q1: 52,185 shares; 2025Q2: 47,787 shares; 2025Q3: 46,936 shares 46,936 $10.1M 0.64% -851 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,014 shares; 2024Q4: 424,565 shares; 2025Q1: 423,303 shares; 2025Q2: 427,329 shares; 2025Q3: 703,740 shares 703,740 $9.18M 0.58% +276,411 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,453 shares; 2024Q4: 87,224 shares; 2025Q1: 85,762 shares; 2025Q2: 84,492 shares; 2025Q3: 85,119 shares 85,119 $8.07M 0.51% +627 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,282 shares; 2024Q4: 124,920 shares; 2025Q1: 124,693 shares; 2025Q2: 118,117 shares; 2025Q3: 119,845 shares 119,845 $7.95M 0.5% +1,728 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,872 shares; 2024Q4: 25,163 shares; 2025Q1: 24,714 shares; 2025Q2: 23,750 shares; 2025Q3: 23,865 shares 23,865 $7.25M 0.46% +115 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,510 shares; 2024Q4: 66,444 shares; 2025Q1: 65,644 shares; 2025Q2: 64,280 shares; 2025Q3: 64,230 shares 64,230 $7.17M 0.45% -50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,101 shares; 2024Q4: 33,220 shares; 2025Q1: 34,753 shares; 2025Q2: 35,084 shares; 2025Q3: 37,182 shares 37,182 $6.96M 0.44% +2,098 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,120 shares; 2024Q4: 80,057 shares; 2025Q1: 79,307 shares; 2025Q2: 74,162 shares; 2025Q3: 73,319 shares 73,319 $6.55M 0.41% -843 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,142 shares; 2024Q4: 29,912 shares; 2025Q1: 30,080 shares; 2025Q2: 27,518 shares; 2025Q3: 27,458 shares 27,458 $6.36M 0.4% -60 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,610 shares; 2024Q4: 90,778 shares; 2025Q1: 89,568 shares; 2025Q2: 87,758 shares; 2025Q3: 87,585 shares 87,585 $6.13M 0.39% -173 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,845 shares; 2024Q4: 34,506 shares; 2025Q1: 34,842 shares; 2025Q2: 35,206 shares; 2025Q3: 34,467 shares 34,467 $5.87M 0.37% -739 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,762 shares; 2024Q4: 45,996 shares; 2025Q1: 45,539 shares; 2025Q2: 43,980 shares; 2025Q3: 43,813 shares 43,813 $5.75M 0.36% -167 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,513 shares; 2024Q4: 51,056 shares; 2025Q1: 50,695 shares; 2025Q2: 45,048 shares; 2025Q3: 44,776 shares 44,776 $5.41M 0.34% -272 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,969 shares; 2024Q4: 68,241 shares; 2025Q1: 67,535 shares; 2025Q2: 59,616 shares; 2025Q3: 58,515 shares 58,515 $5.21M 0.33% -1,101 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,680 shares; 2024Q4: 55,111 shares; 2025Q1: 51,750 shares; 2025Q2: 48,019 shares; 2025Q3: 49,558 shares 49,558 $5.11M 0.32% +1,539 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,674 shares; 2024Q4: 102,844 shares; 2025Q1: 103,741 shares; 2025Q2: 86,061 shares; 2025Q3: 86,285 shares 86,285 $4.93M 0.31% +224 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,881 shares; 2024Q4: 44,782 shares; 2025Q1: 45,322 shares; 2025Q2: 45,672 shares; 2025Q3: 47,974 shares 47,974 $4.87M 0.31% +2,302 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,811 shares; 2024Q4: 161,665 shares; 2025Q1: 161,951 shares; 2025Q2: 140,229 shares; 2025Q3: 137,450 shares 137,450 $4.76M 0.3% -2,779 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 8,980 shares; 2025Q1: 8,996 shares; 2025Q2: 8,998 shares; 2025Q3: 9,080 shares 9,080 $4.53M 0.29% +82 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,555 shares; 2024Q4: 92,416 shares; 2025Q1: 91,455 shares; 2025Q2: 78,915 shares; 2025Q3: 77,869 shares 77,869 $4.4M 0.28% -1,046 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,153 shares; 2024Q4: 55,979 shares; 2025Q1: 54,093 shares; 2025Q2: 53,388 shares; 2025Q3: 54,979 shares 54,979 $4.39M 0.28% +1,591 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,474 shares; 2024Q4: 53,733 shares; 2025Q1: 53,257 shares; 2025Q2: 52,712 shares; 2025Q3: 52,498 shares 52,498 $4.31M 0.27% -214 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,338 shares; 2024Q4: 15,244 shares; 2025Q1: 14,924 shares; 2025Q2: 14,954 shares; 2025Q3: 15,259 shares 15,259 $4.29M 0.27% +305 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,646 shares; 2024Q4: 14,666 shares; 2025Q1: 15,056 shares; 2025Q2: 14,904 shares; 2025Q3: 14,904 shares 14,904 $4.21M 0.26% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,234 shares; 2025Q1: 5,234 shares; 2025Q2: 5,234 shares; 2025Q3: 5,554 shares 5,554 $4.15M 0.26% +320 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,836 shares; 2024Q4: 80,101 shares; 2025Q1: 80,229 shares; 2025Q2: 80,440 shares; 2025Q3: 83,045 shares 83,045 $3.92M 0.25% +2,605 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,647 shares; 2024Q4: 76,526 shares; 2025Q1: 77,470 shares; 2025Q2: 86,411 shares; 2025Q3: 85,367 shares 85,367 $3.9M 0.25% -1,044 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,496 shares; 2024Q4: 46,884 shares; 2025Q1: 46,162 shares; 2025Q2: 44,452 shares; 2025Q3: 44,872 shares 44,872 $3.77M 0.24% +420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 21,384 shares; 2025Q1: 20,743 shares; 2025Q2: 17,708 shares; 2025Q3: 17,648 shares 17,648 $3.75M 0.24% -60 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,974 shares; 2024Q4: 93,467 shares; 2025Q1: 90,277 shares; 2025Q2: 85,147 shares; 2025Q3: 85,321 shares 85,321 $3.75M 0.24% +174 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,396 shares; 2024Q4: 20,234 shares; 2025Q1: 19,328 shares; 2025Q2: 17,465 shares; 2025Q3: 17,530 shares 17,530 $3.25M 0.2% +65 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,074 shares; 2024Q4: 63,563 shares; 2025Q1: 59,201 shares; 2025Q2: 59,235 shares; 2025Q3: 62,467 shares 62,467 $3.22M 0.2% +3,232 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,602 shares; 2024Q4: 35,322 shares; 2025Q1: 34,450 shares; 2025Q2: 33,521 shares; 2025Q3: 33,396 shares 33,396 $3.11M 0.2% -125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 6,932 shares; 2025Q1: 7,155 shares; 2025Q2: 6,511 shares; 2025Q3: 7,578 shares 7,578 $3.07M 0.19% +1,067 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,063 shares; 2024Q4: 78,349 shares; 2025Q1: 76,794 shares; 2025Q2: 67,620 shares; 2025Q3: 67,516 shares 67,516 $2.97M 0.19% -104 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,426 shares; 2024Q4: 18,076 shares; 2025Q1: 17,851 shares; 2025Q2: 17,024 shares; 2025Q3: 21,264 shares 21,264 $2.85M 0.18% +4,240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 10,995 shares; 2025Q1: 10,728 shares; 2025Q2: 10,602 shares; 2025Q3: 10,727 shares 10,727 $2.7M 0.17% +125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,102 shares; 2025Q1: 4,028 shares; 2025Q2: 3,451 shares; 2025Q3: 3,360 shares 3,360 $2.56M 0.16% -91 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,469 shares; 2024Q4: 9,935 shares; 2025Q1: 11,475 shares; 2025Q2: 10,219 shares; 2025Q3: 10,321 shares 10,321 $2.51M 0.16% +102 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,710 shares; 2024Q4: 81,014 shares; 2025Q1: 85,372 shares; 2025Q2: 87,554 shares; 2025Q3: 88,231 shares 88,231 $2.25M 0.14% +677 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,788 shares; 2025Q1: 5,452 shares; 2025Q2: 5,807 shares; 2025Q3: 5,880 shares 5,880 $2.2M 0.14% +73 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,946 shares; 2025Q1: 4,906 shares; 2025Q2: 4,664 shares; 2025Q3: 4,589 shares 4,589 $2.15M 0.14% -75 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,595 shares; 2024Q4: 30,357 shares; 2025Q1: 29,917 shares; 2025Q2: 27,834 shares; 2025Q3: 27,217 shares 27,217 $2.15M 0.14% -617 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,194 shares; 2025Q1: 3,045 shares; 2025Q2: 2,838 shares; 2025Q3: 6,485 shares 6,485 $2.14M 0.13% +3,647 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,439 shares; 2024Q4: 15,693 shares; 2025Q1: 15,374 shares; 2025Q2: 15,000 shares; 2025Q3: 14,533 shares 14,533 $2.06M 0.13% -467 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,655 shares; 2024Q4: 7,655 shares; 2025Q1: 7,435 shares; 2025Q2: 7,435 shares; 2025Q3: 7,429 shares 7,429 $2.01M 0.13% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,762 shares; 2024Q4: 26,343 shares; 2025Q1: 26,378 shares; 2025Q2: 26,559 shares; 2025Q3: 26,491 shares 26,491 $2M 0.13% -68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,333 shares; 2024Q4: 15,148 shares; 2025Q1: 15,336 shares; 2025Q2: 13,944 shares; 2025Q3: 12,742 shares 12,742 $1.96M 0.12% -1,202 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 12,617 shares; 2025Q1: 12,344 shares; 2025Q2: 11,872 shares; 2025Q3: 12,977 shares 12,977 $1.82M 0.11% +1,105 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 5,751 shares; 2025Q1: 5,751 shares; 2025Q2: 5,751 shares; 2025Q3: 5,751 shares 5,751 $1.77M 0.11% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,587 shares; 2025Q1: 3,862 shares; 2025Q2: 3,862 shares; 2025Q3: 3,691 shares 3,691 $1.76M 0.11% -171 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 17,830 shares; 2025Q1: 16,841 shares; 2025Q2: 15,158 shares; 2025Q3: 14,473 shares 14,473 $1.74M 0.11% -685 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,422 shares; 2024Q4: 12,567 shares; 2025Q1: 12,362 shares; 2025Q2: 10,811 shares; 2025Q3: 10,680 shares 10,680 $1.74M 0.11% -131 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,097 shares; 2024Q4: 21,412 shares; 2025Q1: 22,653 shares; 2025Q2: 20,263 shares; 2025Q3: 24,927 shares 24,927 $1.71M 0.11% +4,664 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,156 shares; 2024Q4: 13,394 shares; 2025Q1: 12,899 shares; 2025Q2: 11,755 shares; 2025Q3: 11,495 shares 11,495 $1.64M 0.1% -260 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 5,469 shares; 2025Q1: 5,457 shares; 2025Q2: 5,688 shares; 2025Q3: 5,785 shares 5,785 $1.58M 0.1% +97 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,250 shares; 2024Q4: 39,250 shares; 2025Q1: 39,250 shares; 2025Q2: 39,250 shares; 2025Q3: 37,750 shares 37,750 $1.58M 0.1% -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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.09% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,540 shares; 2024Q4: 18,546 shares; 2025Q1: 18,096 shares; 2025Q2: 17,723 shares; 2025Q3: 17,848 shares 17,848 $1.48M 0.09% +125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 10,288 shares; 2025Q1: 10,513 shares; 2025Q2: 10,508 shares; 2025Q3: 10,383 shares 10,383 $1.46M 0.09% -125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,110 shares; 2024Q4: 10,110 shares; 2025Q1: 9,745 shares; 2025Q2: 9,725 shares; 2025Q3: 10,365 shares 10,365 $1.44M 0.09% +640 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 6,818 shares; 2025Q1: 6,818 shares; 2025Q2: 6,408 shares; 2025Q3: 8,976 shares 8,976 $1.41M 0.09% +2,568 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,121 shares; 2025Q1: 3,138 shares; 2025Q2: 3,058 shares; 2025Q3: 2,828 shares 2,828 $1.38M 0.09% -230 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,719 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares 2,867 $1.36M 0.09% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,973 shares; 2024Q4: 15,131 shares; 2025Q1: 14,767 shares; 2025Q2: 15,355 shares; 2025Q3: 15,598 shares 15,598 $1.31M 0.08% +243 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,112 shares; 2025Q1: 2,132 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares 2,101 $1.29M 0.08% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 6,447 shares; 2025Q1: 6,447 shares; 2025Q2: 6,282 shares; 2025Q3: 6,097 shares 6,097 $1.24M 0.08% -185 Timeline THOMASVILLE BANCSHARES, INC… THOMASVILLE BANCSHARES, INC.SER A… More: the full row for THOMASVILLE BANCSHARES, INC.SER A PFD STOCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,672 shares; 2024Q4: 12,872 shares; 2025Q1: 13,872 shares; 2025Q2: 13,872 shares; 2025Q3: 13,872 shares 13,872 $1.24M 0.08% 0 XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 7,780 shares; 2025Q1: 7,605 shares; 2025Q2: 7,605 shares; 2025Q3: 7,985 shares 7,985 $1.23M 0.08% +380 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares 1,586 $1.23M 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,624 shares; 2025Q1: 6,057 shares; 2025Q2: 5,797 shares; 2025Q3: 7,446 shares 7,446 $1.16M 0.07% +1,649 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,379 shares; 2024Q4: 13,150 shares; 2025Q1: 12,288 shares; 2025Q2: 11,065 shares; 2025Q3: 10,175 shares 10,175 $1.13M 0.07% -890 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,456 shares; 2024Q4: 17,758 shares; 2025Q1: 17,755 shares; 2025Q2: 7,855 shares; 2025Q3: 7,855 shares 7,855 $1.1M 0.07% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,773 shares; 2025Q1: 2,699 shares; 2025Q2: 12,607 shares; 2025Q3: 12,954 shares 12,954 $1.08M 0.07% +347 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,506 shares; 2024Q4: 11,573 shares; 2025Q1: 11,346 shares; 2025Q2: 11,204 shares; 2025Q3: 11,278 shares 11,278 $1.08M 0.07% +74 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,180 shares; 2025Q1: 8,060 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares 8,000 $1.07M 0.07% 0 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 20,231 shares; 2025Q1: 18,367 shares; 2025Q2: 17,304 shares; 2025Q3: 21,481 shares 21,481 $1.05M 0.07% +4,177 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,368 shares; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares 4,368 $1.05M 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,964 shares; 2025Q1: 4,751 shares; 2025Q2: 4,384 shares; 2025Q3: 4,879 shares 4,879 $1.03M 0.06% +495 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,168 shares; 2024Q4: 12,143 shares; 2025Q1: 12,443 shares; 2025Q2: 16,726 shares; 2025Q3: 15,376 shares 15,376 $1M 0.06% -1,350 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,868 shares; 2024Q4: 37,480 shares; 2025Q1: 37,257 shares; 2025Q2: 37,114 shares; 2025Q3: 37,095 shares 37,095 $966K 0.06% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,308 shares; 2024Q4: 18,308 shares; 2025Q1: 18,008 shares; 2025Q2: 16,637 shares; 2025Q3: 15,784 shares 15,784 $966K 0.06% -853 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 4,402 shares; 2025Q1: 4,382 shares; 2025Q2: 3,476 shares; 2025Q3: 3,405 shares 3,405 $961K 0.06% -71 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 10,088 shares; 2025Q1: 9,969 shares; 2025Q2: 9,573 shares; 2025Q3: 10,109 shares 10,109 $956K 0.06% +536 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,762 shares; 2024Q4: 16,562 shares; 2025Q1: 16,562 shares; 2025Q2: 16,562 shares; 2025Q3: 17,474 shares 17,474 $941K 0.06% +912 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 6,947 shares; 2025Q1: 6,678 shares; 2025Q2: 6,578 shares; 2025Q3: 6,543 shares 6,543 $930K 0.06% -35 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 4,535 shares; 2025Q1: 5,115 shares; 2025Q2: 5,315 shares; 2025Q3: 4,865 shares 4,865 $887K 0.06% -450 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 3,043 shares; 2025Q3: 3,689 shares 3,689 $872K 0.05% +646 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,847 shares; 2025Q2: 3,577 shares; 2025Q3: 3,577 shares 3,577 $865K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,457 shares; 2025Q3: 2,422 shares 2,422 $861K 0.05% -35 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,783 shares; 2025Q1: 6,384 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares 4,150 $857K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,837 shares 1,837 $840K 0.05% -58 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 7,697 shares; 2025Q1: 6,770 shares; 2025Q2: 6,191 shares; 2025Q3: 5,988 shares 5,988 $836K 0.05% -203 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,747 shares; 2024Q4: 18,623 shares; 2025Q1: 18,948 shares; 2025Q2: 17,206 shares; 2025Q3: 18,011 shares 18,011 $812K 0.05% +805 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,030 shares; 2025Q1: 2,935 shares; 2025Q2: 2,580 shares; 2025Q3: 2,870 shares 2,870 $810K 0.05% +290 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,579 shares; 2024Q4: 11,449 shares; 2025Q1: 10,560 shares; 2025Q2: 9,031 shares; 2025Q3: 8,560 shares 8,560 $799K 0.05% -471 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,290 shares; 2025Q1: 2,705 shares; 2025Q2: 2,395 shares; 2025Q3: 2,418 shares 2,418 $794K 0.05% +23 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,277 shares; 2024Q4: 7,360 shares; 2025Q1: 7,611 shares; 2025Q2: 7,028 shares; 2025Q3: 6,895 shares 6,895 $789K 0.05% -133 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 3,551 shares; 2025Q1: 3,656 shares; 2025Q2: 3,759 shares; 2025Q3: 3,638 shares 3,638 $785K 0.05% -121 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 3,291 shares; 2025Q1: 3,276 shares; 2025Q2: 2,513 shares; 2025Q3: 3,513 shares 3,513 $776K 0.05% +1,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares 2,538 $746K 0.05% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 6,381 shares; 2025Q1: 6,381 shares; 2025Q2: 5,431 shares; 2025Q3: 5,454 shares 5,454 $707K 0.04% +23 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 2,979 shares 2,979 $692K 0.04% +1,413 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,179 shares; 2025Q1: 1,581 shares; 2025Q2: 1,552 shares; 2025Q3: 1,529 shares 1,529 $680K 0.04% -23 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,641 shares; 2024Q4: 719,729 shares; 2025Q1: 741,597 shares; 2025Q2: 747,307 shares; 2025Q3: 40,494 shares 40,494 $657K 0.04% -706,813 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,352 shares; 2024Q4: 8,352 shares; 2025Q1: 8,352 shares; 2025Q2: 8,352 shares; 2025Q3: 8,352 shares 8,352 $655K 0.04% 0 Timeline GREENFIELD BANKING CO. GREENFIELD BANKING CO. More: the full row for GREENFIELD BANKING CO. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares 5,200 $649K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 2,604 shares; 2025Q1: 2,418 shares; 2025Q2: 1,428 shares; 2025Q3: 1,331 shares 1,331 $638K 0.04% -97 Timeline TC Bancshares, Inc. TC Bancshares, Inc. More: the full row for TC Bancshares, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,613 shares; 2024Q4: 31,613 shares; 2025Q1: 31,613 shares; 2025Q2: 31,613 shares; 2025Q3: 29,713 shares 29,713 $624K 0.04% -1,900 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,358 shares; 2025Q1: 10,358 shares; 2025Q2: 10,358 shares; 2025Q3: 10,358 shares 10,358 $622K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares 2,440 $620K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,990 shares; 2024Q4: 7,840 shares; 2025Q1: 7,560 shares; 2025Q2: 7,730 shares; 2025Q3: 7,730 shares 7,730 $618K 0.04% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,222 shares; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,722 shares 1,722 $614K 0.04% -30 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 6,854 shares; 2025Q1: 6,884 shares; 2025Q2: 6,792 shares; 2025Q3: 5,967 shares 5,967 $576K 0.04% -825 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 10,090 shares 10,090 $574K 0.04% +340 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,330 shares; 2025Q1: 1,429 shares; 2025Q2: 1,049 shares; 2025Q3: 1,649 shares 1,649 $569K 0.04% +600 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,526 shares; 2024Q4: 37,526 shares; 2025Q1: 37,526 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares 28,600 $566K 0.04% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares 2,643 $565K 0.04% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,206 shares; 2025Q2: 4,465 shares; 2025Q3: 8,874 shares 8,874 $562K 0.04% +4,409 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 832 shares; 2025Q1: 850 shares; 2025Q2: 586 shares; 2025Q3: 599 shares 599 $554K 0.03% +13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,275 shares; 2025Q1: 1,920 shares; 2025Q2: 1,520 shares; 2025Q3: 2,670 shares 2,670 $547K 0.03% +1,150 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,896 shares; 2025Q1: 2,913 shares; 2025Q2: 2,315 shares; 2025Q3: 3,519 shares 3,519 $546K 0.03% +1,204 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,355 shares; 2024Q4: 8,355 shares; 2025Q1: 8,390 shares; 2025Q2: 9,275 shares; 2025Q3: 9,275 shares 9,275 $545K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,260 shares; 2025Q1: 3,197 shares; 2025Q2: 3,079 shares; 2025Q3: 2,719 shares 2,719 $539K 0.03% -360 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,829 shares; 2024Q4: 7,484 shares; 2025Q1: 7,328 shares; 2025Q2: 6,858 shares; 2025Q3: 8,373 shares 8,373 $523K 0.03% +1,515 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,647 shares; 2025Q1: 1,650 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares 1,870 $522K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,830 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares 1,710 $514K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,592 shares; 2025Q1: 5,592 shares; 2025Q2: 5,592 shares; 2025Q3: 5,864 shares 5,864 $511K 0.03% +272 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,568 shares; 2024Q4: 9,328 shares; 2025Q1: 9,448 shares; 2025Q2: 7,543 shares; 2025Q3: 7,668 shares 7,668 $507K 0.03% +125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,555 shares; 2025Q1: 1,560 shares; 2025Q2: 1,555 shares; 2025Q3: 1,550 shares 1,550 $501K 0.03% -5 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 4,606 shares; 2025Q1: 4,499 shares; 2025Q2: 4,533 shares; 2025Q3: 4,183 shares 4,183 $497K 0.03% -350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,267 shares; 2024Q4: 9,239 shares; 2025Q1: 8,622 shares; 2025Q2: 8,225 shares; 2025Q3: 8,225 shares 8,225 $488K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,555 shares 8,555 $485K 0.03% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,437 shares 5,437 $481K 0.03% +187 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 396 shares; 2025Q2: 392 shares; 2025Q3: 393 shares 393 $471K 0.03% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares 1,502 $462K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,606 shares; 2024Q4: 25,187 shares; 2025Q1: 21,793 shares; 2025Q2: 16,429 shares; 2025Q3: 16,184 shares 16,184 $457K 0.03% -245 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 2,727 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,728 shares 2,728 $455K 0.03% +4 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 649 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares 646 $441K 0.03% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,315 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares 2,270 $433K 0.03% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,915 shares; 2024Q4: 5,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares 5,500 $429K 0.03% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,443 shares 2,443 $417K 0.03% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,694 shares; 2024Q4: 15,764 shares; 2025Q1: 15,844 shares; 2025Q2: 15,774 shares; 2025Q3: 15,774 shares 15,774 $416K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,369 shares; 2025Q2: 2,617 shares; 2025Q3: 3,017 shares 3,017 $410K 0.03% +400 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares 1,493 $409K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 949 shares; 2025Q2: 820 shares; 2025Q3: 820 shares 820 $402K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,443 shares; 2024Q4: 7,443 shares; 2025Q1: 7,443 shares; 2025Q2: 7,443 shares; 2025Q3: 11,303 shares 11,303 $401K 0.03% +3,860 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,299 shares; 2025Q2: 3,604 shares; 2025Q3: 3,129 shares 3,129 $389K 0.02% -475 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,323 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares 1,323 $388K 0.02% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,081 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,751 shares 3,751 $387K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,329 shares; 2025Q1: 3,349 shares; 2025Q2: 3,349 shares; 2025Q3: 3,409 shares 3,409 $384K 0.02% +60 Timeline PZA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares; 2025Q2: 16,600 shares; 2025Q3: 16,600 shares 16,600 $383K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 765 shares; 2025Q1: 623 shares; 2025Q2: 613 shares; 2025Q3: 613 shares 613 $368K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,976 shares 1,976 $363K 0.02% -24 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares 2,814 $361K 0.02% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,619 shares 4,619 $354K 0.02% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 5,922 shares; 2025Q1: 5,872 shares; 2025Q2: 5,872 shares; 2025Q3: 5,872 shares 5,872 $351K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares 919 $348K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,136 shares; 2024Q4: 7,905 shares; 2025Q1: 8,136 shares; 2025Q2: 8,136 shares; 2025Q3: 8,136 shares 8,136 $345K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 8,563 shares; 2025Q1: 8,563 shares; 2025Q2: 8,563 shares; 2025Q3: 4,400 shares 4,400 $327K 0.02% -4,163 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,404 shares; 2025Q1: 2,184 shares; 2025Q2: 2,180 shares; 2025Q3: 2,130 shares 2,130 $325K 0.02% -50 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,024 shares 4,024 $325K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 856 shares 856 $316K 0.02% new Timeline JEPQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares 5,500 $316K 0.02% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares 1,815 $313K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 2,926 shares; 2025Q1: 2,926 shares; 2025Q2: 2,744 shares; 2025Q3: 3,257 shares 3,257 $310K 0.02% +513 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,035 shares 12,035 $310K 0.02% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,876 shares 1,876 $307K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,527 shares 1,527 $307K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,565 shares; 2025Q1: 3,515 shares; 2025Q2: 2,715 shares; 2025Q3: 2,465 shares 2,465 $304K 0.02% -250 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,509 shares; 2025Q1: 3,381 shares; 2025Q2: 3,276 shares; 2025Q3: 3,481 shares 3,481 $304K 0.02% +205 Timeline XLB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,321 shares; 2025Q1: 3,321 shares; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares 3,321 $298K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares 900 $296K 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,149 shares; 2025Q2: not reported; 2025Q3: 2,259 shares 2,259 $291K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,542 shares; 2025Q1: 3,539 shares; 2025Q2: 3,133 shares; 2025Q3: 3,033 shares 3,033 $291K 0.02% -100 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares 1,548 $291K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: not reported; 2025Q3: 526 shares 526 $286K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,274 shares; 2024Q4: 19,061 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,724 shares 3,724 $281K 0.02% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,467 shares; 2024Q4: 10,467 shares; 2025Q1: 10,467 shares; 2025Q2: 10,467 shares; 2025Q3: 12,767 shares 12,767 $280K 0.02% +2,300 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,330 shares 6,330 $278K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares 345 $275K 0.02% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,372 shares; 2025Q1: 1,073 shares; 2025Q2: 421 shares; 2025Q3: 410 shares 410 $273K 0.02% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares 428 $270K 0.02% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,430 shares 1,430 $269K 0.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 4,139 shares; 2025Q1: 4,114 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares 2,655 $266K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 1,056 shares 1,056 $266K 0.02% +78 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 3,686 shares; 2025Q1: 3,711 shares; 2025Q2: 3,711 shares; 2025Q3: 3,711 shares 3,711 $264K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 460 shares 460 $262K 0.02% +45 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,548 shares; 2025Q1: 4,580 shares; 2025Q2: 4,512 shares; 2025Q3: 4,359 shares 4,359 $260K 0.02% -153 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares 602 $254K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 5,201 shares; 2025Q1: 4,891 shares; 2025Q2: 4,522 shares; 2025Q3: 4,522 shares 4,522 $241K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,541 shares; 2025Q1: 2,571 shares; 2025Q2: 2,241 shares; 2025Q3: 2,324 shares 2,324 $241K 0.02% +83 Timeline BANC3 HOLDINGS, INC BANC3 HOLDINGS, INC More: the full row for BANC3 HOLDINGS, INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $240K 0.02% 0 FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,490 shares 4,490 $239K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 793 shares 793 $239K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,490 shares; 2025Q3: 840 shares 840 $237K 0.01% -650 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares 1,153 $232K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,051 shares; 2025Q1: 2,056 shares; 2025Q2: 2,051 shares; 2025Q3: 2,025 shares 2,025 $232K 0.01% -26 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,454 shares 3,454 $232K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,064 shares 2,064 $231K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,350 shares 1,350 $229K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,430 shares 3,430 $226K 0.01% new Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,035 shares 1,035 $218K 0.01% new Timeline SCPHARMACEUTICALS INC SCPHARMACEUTICALS INC More: the full row for SCPHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,500 shares; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares 37,500 $213K 0.01% 0 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: not reported; 2025Q1: 4,827 shares; 2025Q2: not reported; 2025Q3: 6,162 shares 6,162 $212K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,010 shares 5,010 $212K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,795 shares 2,795 $210K 0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177 shares 177 $206K 0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,168 shares 1,168 $205K 0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,309 shares; 2025Q1: 3,019 shares; 2025Q2: not reported; 2025Q3: 1,695 shares 1,695 $203K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,396 shares 1,396 $203K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,857 shares 1,857 $202K 0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares 12,500 $202K 0.01% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $134K 0.01% 0 Timeline XBIT XBIOTECH INC More: the full row for XBIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,350 shares; 2024Q4: 13,350 shares; 2025Q1: 13,350 shares; 2025Q2: 13,350 shares; 2025Q3: 13,350 shares 13,350 $35.5K <0.01% 0 Timeline