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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,668 shares; 2024Q4: 371,246 shares; 2025Q1: 374,627 shares; 2025Q2: 371,562 shares; 2025Q3: 374,020 shares; 2025Q4: 380,794 shares 380,794 $87.9M 5.45% +6,774 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,538 shares; 2024Q4: 181,225 shares; 2025Q1: 184,599 shares; 2025Q2: 176,809 shares; 2025Q3: 177,478 shares; 2025Q4: 178,293 shares 178,293 $86.2M 5.34% +815 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,259 shares; 2024Q4: 301,072 shares; 2025Q1: 303,573 shares; 2025Q2: 299,622 shares; 2025Q3: 297,196 shares; 2025Q4: 269,127 shares 269,127 $84.5M 5.23% -28,069 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,865 shares; 2024Q4: 189,380 shares; 2025Q1: 210,676 shares; 2025Q2: 261,286 shares; 2025Q3: 260,214 shares; 2025Q4: 236,626 shares 236,626 $71.9M 4.46% -23,588 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,953 shares; 2024Q4: 121,953 shares; 2025Q1: 123,171 shares; 2025Q2: 119,135 shares; 2025Q3: 121,206 shares; 2025Q4: 123,465 shares 123,465 $62.1M 3.85% +2,259 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,740 shares; 2024Q4: 263,662 shares; 2025Q1: 254,775 shares; 2025Q2: 233,005 shares; 2025Q3: 226,961 shares; 2025Q4: 226,252 shares 226,252 $61.5M 3.81% -709 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,151 shares; 2024Q4: 11,007 shares; 2025Q1: 11,041 shares; 2025Q2: 10,610 shares; 2025Q3: 10,594 shares; 2025Q4: 10,720 shares 10,720 $57.4M 3.56% +126 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,927 shares; 2024Q4: 20,806 shares; 2025Q1: 27,870 shares; 2025Q2: 41,121 shares; 2025Q3: 42,046 shares; 2025Q4: 42,255 shares 42,255 $45.2M 2.8% +209 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,906 shares; 2024Q4: 256,639 shares; 2025Q1: 249,908 shares; 2025Q2: 240,422 shares; 2025Q3: 239,306 shares; 2025Q4: 239,793 shares 239,793 $44.2M 2.74% +487 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,384 shares; 2024Q4: 491,441 shares; 2025Q1: 876,997 shares; 2025Q2: 871,653 shares; 2025Q3: 885,838 shares; 2025Q4: 890,098 shares 890,098 $43.7M 2.71% +4,260 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,061 shares; 2024Q4: 811,601 shares; 2025Q1: 835,823 shares; 2025Q2: 829,916 shares; 2025Q3: 843,010 shares; 2025Q4: 868,003 shares 868,003 $41.5M 2.57% +24,993 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,108 shares; 2024Q4: 114,741 shares; 2025Q1: 115,963 shares; 2025Q2: 112,833 shares; 2025Q3: 114,561 shares; 2025Q4: 115,258 shares 115,258 $40.4M 2.51% +697 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,185 shares; 2024Q4: 662,228 shares; 2025Q1: 682,144 shares; 2025Q2: 694,114 shares; 2025Q3: 707,721 shares; 2025Q4: 724,520 shares 724,520 $38.7M 2.4% +16,799 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,861 shares; 2024Q4: 208,419 shares; 2025Q1: 211,190 shares; 2025Q2: 208,499 shares; 2025Q3: 208,731 shares; 2025Q4: 210,173 shares 210,173 $38.5M 2.39% +1,442 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,923 shares; 2024Q4: 85,899 shares; 2025Q1: 96,349 shares; 2025Q2: 181,677 shares; 2025Q3: 184,208 shares; 2025Q4: 183,946 shares 183,946 $34.3M 2.13% -262 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,626 shares; 2024Q4: 187,740 shares; 2025Q1: 104,304 shares; 2025Q2: 102,110 shares; 2025Q3: 101,629 shares; 2025Q4: 102,288 shares 102,288 $33M 2.04% +659 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,834 shares; 2024Q4: 349,953 shares; 2025Q1: 375,480 shares; 2025Q2: 389,595 shares; 2025Q3: 403,387 shares; 2025Q4: 417,243 shares 417,243 $30.7M 1.9% +13,856 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,562 shares; 2024Q4: 39,297 shares; 2025Q1: 39,704 shares; 2025Q2: 39,224 shares; 2025Q3: 39,743 shares; 2025Q4: 43,489 shares 43,489 $28.7M 1.78% +3,746 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,071 shares; 2024Q4: 101,010 shares; 2025Q1: 102,231 shares; 2025Q2: 102,176 shares; 2025Q3: 105,605 shares; 2025Q4: 108,198 shares 108,198 $28.7M 1.78% +2,593 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,073 shares; 2024Q4: 119,040 shares; 2025Q1: 111,931 shares; 2025Q2: 107,222 shares; 2025Q3: 108,348 shares; 2025Q4: 109,058 shares 109,058 $28.2M 1.75% +710 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,501 shares; 2024Q4: 222,985 shares; 2025Q1: 228,856 shares; 2025Q2: 228,634 shares; 2025Q3: 232,789 shares; 2025Q4: 239,983 shares 239,983 $28.1M 1.74% +7,194 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,895 shares; 2024Q4: 196,757 shares; 2025Q1: 205,088 shares; 2025Q2: 203,788 shares; 2025Q3: 210,982 shares; 2025Q4: 219,017 shares 219,017 $26.4M 1.63% +8,035 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,144 shares; 2024Q4: 72,386 shares; 2025Q1: 74,754 shares; 2025Q2: 74,776 shares; 2025Q3: 75,912 shares; 2025Q4: 77,500 shares 77,500 $26.1M 1.62% +1,588 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,832 shares; 2024Q4: 567,196 shares; 2025Q1: 581,823 shares; 2025Q2: 572,044 shares; 2025Q3: 578,082 shares; 2025Q4: 591,847 shares 591,847 $24.7M 1.53% +13,765 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,466 shares; 2024Q4: 43,636 shares; 2025Q1: 43,574 shares; 2025Q2: 39,858 shares; 2025Q3: 101,728 shares; 2025Q4: 142,532 shares 142,532 $22.9M 1.42% +40,804 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,051 shares; 2025Q1: 19,956 shares; 2025Q2: 34,529 shares; 2025Q3: 36,121 shares; 2025Q4: 37,199 shares 37,199 $21.6M 1.34% +1,078 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,046 shares; 2024Q4: 455,490 shares; 2025Q1: 425,126 shares; 2025Q2: 411,196 shares; 2025Q3: 412,728 shares; 2025Q4: 424,130 shares 424,130 $21.5M 1.33% +11,402 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,884 shares; 2024Q4: 67,660 shares; 2025Q1: 68,850 shares; 2025Q2: 67,992 shares; 2025Q3: 69,075 shares; 2025Q4: 70,890 shares 70,890 $21M 1.3% +1,815 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,772 shares; 2024Q4: 184,416 shares; 2025Q1: 190,251 shares; 2025Q2: 187,065 shares; 2025Q3: 190,264 shares; 2025Q4: 197,050 shares 197,050 $20.8M 1.29% +6,786 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,628 shares; 2024Q4: 31,061 shares; 2025Q1: 31,062 shares; 2025Q2: 30,390 shares; 2025Q3: 29,990 shares; 2025Q4: 29,830 shares 29,830 $20.4M 1.27% -160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,778 shares; 2024Q4: 82,961 shares; 2025Q1: 84,586 shares; 2025Q2: 83,395 shares; 2025Q3: 83,709 shares; 2025Q4: 86,223 shares 86,223 $19.2M 1.19% +2,514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,446 shares; 2024Q4: 107,365 shares; 2025Q1: 47,114 shares; 2025Q2: 47,006 shares; 2025Q3: 47,268 shares; 2025Q4: 47,810 shares 47,810 $17.7M 1.1% +542 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,152 shares; 2024Q4: 196,479 shares; 2025Q1: 107,139 shares; 2025Q2: 105,495 shares; 2025Q3: 107,245 shares; 2025Q4: 109,662 shares 109,662 $13.5M 0.83% +2,417 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,305 shares; 2024Q4: 15,480 shares; 2025Q1: 15,952 shares; 2025Q2: 16,265 shares; 2025Q3: 16,604 shares; 2025Q4: 85,699 shares 85,699 $13.1M 0.81% +69,095 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213,816 shares 213,816 $11.1M 0.69% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,279 shares; 2024Q4: 52,713 shares; 2025Q1: 52,185 shares; 2025Q2: 47,787 shares; 2025Q3: 46,936 shares; 2025Q4: 48,645 shares 48,645 $10.7M 0.66% +1,709 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,282 shares; 2024Q4: 124,920 shares; 2025Q1: 124,693 shares; 2025Q2: 118,117 shares; 2025Q3: 119,845 shares; 2025Q4: 122,262 shares 122,262 $8.55M 0.53% +2,417 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,453 shares; 2024Q4: 87,224 shares; 2025Q1: 85,762 shares; 2025Q2: 84,492 shares; 2025Q3: 85,119 shares; 2025Q4: 86,215 shares 86,215 $7.52M 0.47% +1,096 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,872 shares; 2024Q4: 25,163 shares; 2025Q1: 24,714 shares; 2025Q2: 23,750 shares; 2025Q3: 23,865 shares; 2025Q4: 23,986 shares 23,986 $7.33M 0.45% +121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,101 shares; 2024Q4: 33,220 shares; 2025Q1: 34,753 shares; 2025Q2: 35,084 shares; 2025Q3: 37,182 shares; 2025Q4: 36,175 shares 36,175 $7.02M 0.44% -1,007 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,610 shares; 2024Q4: 90,778 shares; 2025Q1: 89,568 shares; 2025Q2: 87,758 shares; 2025Q3: 87,585 shares; 2025Q4: 87,807 shares 87,807 $6.79M 0.42% +222 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,510 shares; 2024Q4: 66,444 shares; 2025Q1: 65,644 shares; 2025Q2: 64,280 shares; 2025Q3: 64,230 shares; 2025Q4: 61,555 shares 61,555 $6.79M 0.42% -2,675 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,953 shares; 2024Q4: 79,214 shares; 2025Q1: 84,289 shares; 2025Q2: 87,472 shares; 2025Q3: 93,435 shares; 2025Q4: 53,749 shares 53,749 $6.76M 0.42% -39,686 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,120 shares; 2024Q4: 80,057 shares; 2025Q1: 79,307 shares; 2025Q2: 74,162 shares; 2025Q3: 73,319 shares; 2025Q4: 145,883 shares 145,883 $6.52M 0.4% +72,564 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,014 shares; 2024Q4: 424,565 shares; 2025Q1: 423,303 shares; 2025Q2: 427,329 shares; 2025Q3: 703,740 shares; 2025Q4: 589,283 shares 589,283 $6.41M 0.4% -114,457 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,142 shares; 2024Q4: 29,912 shares; 2025Q1: 30,080 shares; 2025Q2: 27,518 shares; 2025Q3: 27,458 shares; 2025Q4: 27,675 shares 27,675 $6.32M 0.39% +217 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,762 shares; 2024Q4: 45,996 shares; 2025Q1: 45,539 shares; 2025Q2: 43,980 shares; 2025Q3: 43,813 shares; 2025Q4: 43,908 shares 43,908 $5.83M 0.36% +95 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,845 shares; 2024Q4: 34,506 shares; 2025Q1: 34,842 shares; 2025Q2: 35,206 shares; 2025Q3: 34,467 shares; 2025Q4: 34,697 shares 34,697 $5.65M 0.35% +230 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,881 shares; 2024Q4: 44,782 shares; 2025Q1: 45,322 shares; 2025Q2: 45,672 shares; 2025Q3: 47,974 shares; 2025Q4: 47,985 shares 47,985 $5.6M 0.35% +11 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,680 shares; 2024Q4: 55,111 shares; 2025Q1: 51,750 shares; 2025Q2: 48,019 shares; 2025Q3: 49,558 shares; 2025Q4: 49,870 shares 49,870 $5.56M 0.34% +312 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,513 shares; 2024Q4: 51,056 shares; 2025Q1: 50,695 shares; 2025Q2: 45,048 shares; 2025Q3: 44,776 shares; 2025Q4: 44,478 shares 44,478 $5.48M 0.34% -298 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,969 shares; 2024Q4: 68,241 shares; 2025Q1: 67,535 shares; 2025Q2: 59,616 shares; 2025Q3: 58,515 shares; 2025Q4: 60,929 shares 60,929 $5.45M 0.34% +2,414 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,811 shares; 2024Q4: 161,665 shares; 2025Q1: 161,951 shares; 2025Q2: 140,229 shares; 2025Q3: 137,450 shares; 2025Q4: 139,687 shares 139,687 $5.18M 0.32% +2,237 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,674 shares; 2024Q4: 102,844 shares; 2025Q1: 103,741 shares; 2025Q2: 86,061 shares; 2025Q3: 86,285 shares; 2025Q4: 89,917 shares 89,917 $5.15M 0.32% +3,632 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,646 shares; 2024Q4: 14,666 shares; 2025Q1: 15,056 shares; 2025Q2: 14,904 shares; 2025Q3: 14,904 shares; 2025Q4: 14,904 shares 14,904 $4.65M 0.29% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,496 shares; 2024Q4: 46,884 shares; 2025Q1: 46,162 shares; 2025Q2: 44,452 shares; 2025Q3: 44,872 shares; 2025Q4: 43,956 shares 43,956 $4.63M 0.29% -916 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,555 shares; 2024Q4: 92,416 shares; 2025Q1: 91,455 shares; 2025Q2: 78,915 shares; 2025Q3: 77,869 shares; 2025Q4: 81,149 shares 81,149 $4.57M 0.28% +3,280 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 8,980 shares; 2025Q1: 8,996 shares; 2025Q2: 8,998 shares; 2025Q3: 9,080 shares; 2025Q4: 9,336 shares 9,336 $4.52M 0.28% +256 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,647 shares; 2024Q4: 76,526 shares; 2025Q1: 77,470 shares; 2025Q2: 86,411 shares; 2025Q3: 85,367 shares; 2025Q4: 87,330 shares 87,330 $4.3M 0.27% +1,963 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 21,384 shares; 2025Q1: 20,743 shares; 2025Q2: 17,708 shares; 2025Q3: 17,648 shares; 2025Q4: 17,245 shares 17,245 $4.18M 0.26% -403 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,836 shares; 2024Q4: 80,101 shares; 2025Q1: 80,229 shares; 2025Q2: 80,440 shares; 2025Q3: 83,045 shares; 2025Q4: 85,647 shares 85,647 $4.15M 0.26% +2,602 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,234 shares; 2025Q1: 5,234 shares; 2025Q2: 5,234 shares; 2025Q3: 5,554 shares; 2025Q4: 5,470 shares 5,470 $4.12M 0.26% -84 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,153 shares; 2024Q4: 55,979 shares; 2025Q1: 54,093 shares; 2025Q2: 53,388 shares; 2025Q3: 54,979 shares; 2025Q4: 51,158 shares 51,158 $4.08M 0.25% -3,821 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,396 shares; 2024Q4: 20,234 shares; 2025Q1: 19,328 shares; 2025Q2: 17,465 shares; 2025Q3: 17,530 shares; 2025Q4: 18,211 shares 18,211 $3.77M 0.23% +681 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,102 shares; 2025Q1: 4,028 shares; 2025Q2: 3,451 shares; 2025Q3: 3,360 shares; 2025Q4: 3,406 shares 3,406 $3.66M 0.23% +46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,074 shares; 2024Q4: 63,563 shares; 2025Q1: 59,201 shares; 2025Q2: 59,235 shares; 2025Q3: 62,467 shares; 2025Q4: 62,663 shares 62,663 $3.45M 0.21% +196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,974 shares; 2024Q4: 93,467 shares; 2025Q1: 90,277 shares; 2025Q2: 85,147 shares; 2025Q3: 85,321 shares; 2025Q4: 84,398 shares 84,398 $3.44M 0.21% -923 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,469 shares; 2024Q4: 9,935 shares; 2025Q1: 11,475 shares; 2025Q2: 10,219 shares; 2025Q3: 10,321 shares; 2025Q4: 10,669 shares 10,669 $3.34M 0.21% +348 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,602 shares; 2024Q4: 35,322 shares; 2025Q1: 34,450 shares; 2025Q2: 33,521 shares; 2025Q3: 33,396 shares; 2025Q4: 33,247 shares 33,247 $3.07M 0.19% -149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,063 shares; 2024Q4: 78,349 shares; 2025Q1: 76,794 shares; 2025Q2: 67,620 shares; 2025Q3: 67,516 shares; 2025Q4: 69,305 shares 69,305 $3.07M 0.19% +1,789 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,338 shares; 2024Q4: 15,244 shares; 2025Q1: 14,924 shares; 2025Q2: 14,954 shares; 2025Q3: 15,259 shares; 2025Q4: 14,972 shares 14,972 $2.92M 0.18% -287 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 6,932 shares; 2025Q1: 7,155 shares; 2025Q2: 6,511 shares; 2025Q3: 7,578 shares; 2025Q4: 7,574 shares 7,574 $2.61M 0.16% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 10,995 shares; 2025Q1: 10,728 shares; 2025Q2: 10,602 shares; 2025Q3: 10,727 shares; 2025Q4: 10,580 shares 10,580 $2.55M 0.16% -147 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,426 shares; 2024Q4: 18,076 shares; 2025Q1: 17,851 shares; 2025Q2: 17,024 shares; 2025Q3: 21,264 shares; 2025Q4: 20,018 shares 20,018 $2.51M 0.16% -1,246 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,194 shares; 2025Q1: 3,045 shares; 2025Q2: 2,838 shares; 2025Q3: 6,485 shares; 2025Q4: 6,655 shares 6,655 $2.3M 0.14% +170 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,710 shares; 2024Q4: 81,014 shares; 2025Q1: 85,372 shares; 2025Q2: 87,554 shares; 2025Q3: 88,231 shares; 2025Q4: 91,671 shares 91,671 $2.28M 0.14% +3,440 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,946 shares; 2025Q1: 4,906 shares; 2025Q2: 4,664 shares; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares 4,589 $2.17M 0.13% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,762 shares; 2024Q4: 26,343 shares; 2025Q1: 26,378 shares; 2025Q2: 26,559 shares; 2025Q3: 26,491 shares; 2025Q4: 26,895 shares 26,895 $2.16M 0.13% +404 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,595 shares; 2024Q4: 30,357 shares; 2025Q1: 29,917 shares; 2025Q2: 27,834 shares; 2025Q3: 27,217 shares; 2025Q4: 26,892 shares 26,892 $2.12M 0.13% -325 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,439 shares; 2024Q4: 15,693 shares; 2025Q1: 15,374 shares; 2025Q2: 15,000 shares; 2025Q3: 14,533 shares; 2025Q4: 14,438 shares 14,438 $2.04M 0.13% -95 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,655 shares; 2024Q4: 7,655 shares; 2025Q1: 7,435 shares; 2025Q2: 7,435 shares; 2025Q3: 7,429 shares; 2025Q4: 7,383 shares 7,383 $2.02M 0.12% -46 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,587 shares; 2025Q1: 3,862 shares; 2025Q2: 3,862 shares; 2025Q3: 3,691 shares; 2025Q4: 3,497 shares 3,497 $2M 0.12% -194 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,097 shares; 2024Q4: 21,412 shares; 2025Q1: 22,653 shares; 2025Q2: 20,263 shares; 2025Q3: 24,927 shares; 2025Q4: 24,571 shares 24,571 $1.89M 0.12% -356 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,333 shares; 2024Q4: 15,148 shares; 2025Q1: 15,336 shares; 2025Q2: 13,944 shares; 2025Q3: 12,742 shares; 2025Q4: 13,111 shares 13,111 $1.88M 0.12% +369 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,788 shares; 2025Q1: 5,452 shares; 2025Q2: 5,807 shares; 2025Q3: 5,880 shares; 2025Q4: 5,838 shares 5,838 $1.86M 0.12% -42 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 12,617 shares; 2025Q1: 12,344 shares; 2025Q2: 11,872 shares; 2025Q3: 12,977 shares; 2025Q4: 12,792 shares 12,792 $1.84M 0.11% -185 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 17,830 shares; 2025Q1: 16,841 shares; 2025Q2: 15,158 shares; 2025Q3: 14,473 shares; 2025Q4: 14,590 shares 14,590 $1.78M 0.11% +117 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,422 shares; 2024Q4: 12,567 shares; 2025Q1: 12,362 shares; 2025Q2: 10,811 shares; 2025Q3: 10,680 shares; 2025Q4: 10,360 shares 10,360 $1.72M 0.11% -320 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,156 shares; 2024Q4: 13,394 shares; 2025Q1: 12,899 shares; 2025Q2: 11,755 shares; 2025Q3: 11,495 shares; 2025Q4: 12,121 shares 12,121 $1.66M 0.1% +626 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 5,751 shares; 2025Q1: 5,751 shares; 2025Q2: 5,751 shares; 2025Q3: 5,751 shares; 2025Q4: 5,251 shares 5,251 $1.65M 0.1% -500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,250 shares; 2024Q4: 39,250 shares; 2025Q1: 39,250 shares; 2025Q2: 39,250 shares; 2025Q3: 37,750 shares; 2025Q4: 37,750 shares 37,750 $1.61M 0.1% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,110 shares; 2024Q4: 10,110 shares; 2025Q1: 9,745 shares; 2025Q2: 9,725 shares; 2025Q3: 10,365 shares; 2025Q4: 10,023 shares 10,023 $1.55M 0.1% -342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.09% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,121 shares; 2025Q1: 3,138 shares; 2025Q2: 3,058 shares; 2025Q3: 2,828 shares; 2025Q4: 2,808 shares 2,808 $1.47M 0.09% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,540 shares; 2024Q4: 18,546 shares; 2025Q1: 18,096 shares; 2025Q2: 17,723 shares; 2025Q3: 17,848 shares; 2025Q4: 18,870 shares 18,870 $1.46M 0.09% +1,022 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 5,469 shares; 2025Q1: 5,457 shares; 2025Q2: 5,688 shares; 2025Q3: 5,785 shares; 2025Q4: 5,865 shares 5,865 $1.45M 0.09% +80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 10,288 shares; 2025Q1: 10,513 shares; 2025Q2: 10,508 shares; 2025Q3: 10,383 shares; 2025Q4: 9,858 shares 9,858 $1.41M 0.09% -525 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,973 shares; 2024Q4: 15,131 shares; 2025Q1: 14,767 shares; 2025Q2: 15,355 shares; 2025Q3: 15,598 shares; 2025Q4: 14,940 shares 14,940 $1.39M 0.09% -658 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,180 shares; 2025Q1: 8,060 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $1.37M 0.08% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 6,818 shares; 2025Q1: 6,818 shares; 2025Q2: 6,408 shares; 2025Q3: 8,976 shares; 2025Q4: 6,585 shares 6,585 $1.35M 0.08% -2,391 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,630 shares 1,630 $1.34M 0.08% +44 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,672 shares; 2024Q4: 12,872 shares; 2025Q1: 13,872 shares; 2025Q2: 13,872 shares; 2025Q3: 13,872 shares; 2025Q4: 13,872 shares 13,872 $1.33M 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,773 shares; 2025Q1: 2,699 shares; 2025Q2: 12,607 shares; 2025Q3: 12,954 shares; 2025Q4: 13,261 shares 13,261 $1.32M 0.08% +307 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,112 shares; 2025Q1: 2,132 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,036 shares 2,036 $1.28M 0.08% -65 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 6,447 shares; 2025Q1: 6,447 shares; 2025Q2: 6,282 shares; 2025Q3: 6,097 shares; 2025Q4: 5,761 shares 5,761 $1.21M 0.08% -336 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 7,780 shares; 2025Q1: 7,605 shares; 2025Q2: 7,605 shares; 2025Q3: 7,985 shares; 2025Q4: 7,497 shares 7,497 $1.16M 0.07% -488 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,379 shares; 2024Q4: 13,150 shares; 2025Q1: 12,288 shares; 2025Q2: 11,065 shares; 2025Q3: 10,175 shares; 2025Q4: 10,085 shares 10,085 $1.15M 0.07% -90 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,624 shares; 2025Q1: 6,057 shares; 2025Q2: 5,797 shares; 2025Q3: 7,446 shares; 2025Q4: 7,437 shares 7,437 $1.13M 0.07% -9 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,719 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 2,646 shares 2,646 $1.13M 0.07% -221 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,457 shares; 2025Q3: 2,422 shares; 2025Q4: 2,827 shares 2,827 $1.12M 0.07% +405 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,506 shares; 2024Q4: 11,573 shares; 2025Q1: 11,346 shares; 2025Q2: 11,204 shares; 2025Q3: 11,278 shares; 2025Q4: 11,102 shares 11,102 $1.11M 0.07% -176 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,456 shares; 2024Q4: 17,758 shares; 2025Q1: 17,755 shares; 2025Q2: 7,855 shares; 2025Q3: 7,855 shares; 2025Q4: 7,855 shares 7,855 $1.09M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 20,231 shares; 2025Q1: 18,367 shares; 2025Q2: 17,304 shares; 2025Q3: 21,481 shares; 2025Q4: 21,408 shares 21,408 $1.07M 0.07% -73 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,368 shares; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares; 2025Q4: 8,572 shares 8,572 $1.02M 0.06% +4,204 Timeline CBAN COLONY BANKCORP INC More: the full row for COLONY BANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,951 shares 56,951 $1.01M 0.06% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,168 shares; 2024Q4: 12,143 shares; 2025Q1: 12,443 shares; 2025Q2: 16,726 shares; 2025Q3: 15,376 shares; 2025Q4: 15,311 shares 15,311 $1.01M 0.06% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 4,402 shares; 2025Q1: 4,382 shares; 2025Q2: 3,476 shares; 2025Q3: 3,405 shares; 2025Q4: 3,376 shares 3,376 $1M 0.06% -29 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,868 shares; 2024Q4: 37,480 shares; 2025Q1: 37,257 shares; 2025Q2: 37,114 shares; 2025Q3: 37,095 shares; 2025Q4: 39,745 shares 39,745 $964K 0.06% +2,650 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,964 shares; 2025Q1: 4,751 shares; 2025Q2: 4,384 shares; 2025Q3: 4,879 shares; 2025Q4: 4,843 shares 4,843 $945K 0.06% -36 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,747 shares; 2024Q4: 18,623 shares; 2025Q1: 18,948 shares; 2025Q2: 17,206 shares; 2025Q3: 18,011 shares; 2025Q4: 17,416 shares 17,416 $939K 0.06% -595 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 6,947 shares; 2025Q1: 6,678 shares; 2025Q2: 6,578 shares; 2025Q3: 6,543 shares; 2025Q4: 6,543 shares 6,543 $923K 0.06% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,579 shares; 2024Q4: 11,449 shares; 2025Q1: 10,560 shares; 2025Q2: 9,031 shares; 2025Q3: 8,560 shares; 2025Q4: 9,577 shares 9,577 $920K 0.06% +1,017 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 10,088 shares; 2025Q1: 9,969 shares; 2025Q2: 9,573 shares; 2025Q3: 10,109 shares; 2025Q4: 9,801 shares 9,801 $917K 0.06% -308 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,762 shares; 2024Q4: 16,562 shares; 2025Q1: 16,562 shares; 2025Q2: 16,562 shares; 2025Q3: 17,474 shares; 2025Q4: 16,684 shares 16,684 $914K 0.06% -790 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,179 shares; 2025Q1: 1,581 shares; 2025Q2: 1,552 shares; 2025Q3: 1,529 shares; 2025Q4: 2,007 shares 2,007 $903K 0.06% +478 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,030 shares; 2025Q1: 2,935 shares; 2025Q2: 2,580 shares; 2025Q3: 2,870 shares; 2025Q4: 2,713 shares 2,713 $888K 0.06% -157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 3,043 shares; 2025Q3: 3,689 shares; 2025Q4: 3,710 shares 3,710 $858K 0.05% +21 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,837 shares; 2025Q4: 1,841 shares 1,841 $857K 0.05% +4 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,847 shares; 2025Q2: 3,577 shares; 2025Q3: 3,577 shares; 2025Q4: 3,432 shares 3,432 $845K 0.05% -145 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 7,697 shares; 2025Q1: 6,770 shares; 2025Q2: 6,191 shares; 2025Q3: 5,988 shares; 2025Q4: 5,988 shares 5,988 $845K 0.05% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,783 shares; 2025Q1: 6,384 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 3,825 shares 3,825 $811K 0.05% -325 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 3,291 shares; 2025Q1: 3,276 shares; 2025Q2: 2,513 shares; 2025Q3: 3,513 shares; 2025Q4: 3,565 shares 3,565 $783K 0.05% +52 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 4,535 shares; 2025Q1: 5,115 shares; 2025Q2: 5,315 shares; 2025Q3: 4,865 shares; 2025Q4: 4,316 shares 4,316 $767K 0.05% -549 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares 2,643 $749K 0.05% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 3,551 shares; 2025Q1: 3,656 shares; 2025Q2: 3,759 shares; 2025Q3: 3,638 shares; 2025Q4: 3,419 shares 3,419 $742K 0.05% -219 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 6,381 shares; 2025Q1: 6,381 shares; 2025Q2: 5,431 shares; 2025Q3: 5,454 shares; 2025Q4: 5,454 shares 5,454 $718K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,410 shares; 2024Q4: 96,969 shares; 2025Q1: 102,752 shares; 2025Q2: 105,805 shares; 2025Q3: 110,653 shares; 2025Q4: 7,838 shares 7,838 $705K 0.04% -102,815 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,355 shares 2,355 $683K 0.04% -183 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 2,604 shares; 2025Q1: 2,418 shares; 2025Q2: 1,428 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares 1,331 $649K 0.04% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,277 shares; 2024Q4: 7,360 shares; 2025Q1: 7,611 shares; 2025Q2: 7,028 shares; 2025Q3: 6,895 shares; 2025Q4: 5,669 shares 5,669 $645K 0.04% -1,226 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,260 shares; 2025Q1: 3,197 shares; 2025Q2: 3,079 shares; 2025Q3: 2,719 shares; 2025Q4: 2,726 shares 2,726 $624K 0.04% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,358 shares; 2025Q1: 10,358 shares; 2025Q2: 10,358 shares; 2025Q3: 10,358 shares; 2025Q4: 10,358 shares 10,358 $621K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,290 shares; 2025Q1: 2,705 shares; 2025Q2: 2,395 shares; 2025Q3: 2,418 shares; 2025Q4: 1,850 shares 1,850 $620K 0.04% -568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,275 shares; 2025Q1: 1,920 shares; 2025Q2: 1,520 shares; 2025Q3: 2,670 shares; 2025Q4: 2,367 shares 2,367 $608K 0.04% -303 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,355 shares; 2024Q4: 8,355 shares; 2025Q1: 8,390 shares; 2025Q2: 9,275 shares; 2025Q3: 9,275 shares; 2025Q4: 9,275 shares 9,275 $604K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,990 shares; 2024Q4: 7,840 shares; 2025Q1: 7,560 shares; 2025Q2: 7,730 shares; 2025Q3: 7,730 shares; 2025Q4: 7,580 shares 7,580 $599K 0.04% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,352 shares; 2024Q4: 8,352 shares; 2025Q1: 8,352 shares; 2025Q2: 8,352 shares; 2025Q3: 8,352 shares; 2025Q4: 7,653 shares 7,653 $594K 0.04% -699 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,555 shares; 2025Q4: 8,505 shares 8,505 $590K 0.04% -50 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 6,854 shares; 2025Q1: 6,884 shares; 2025Q2: 6,792 shares; 2025Q3: 5,967 shares; 2025Q4: 6,009 shares 6,009 $578K 0.04% +42 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,896 shares; 2025Q1: 2,913 shares; 2025Q2: 2,315 shares; 2025Q3: 3,519 shares; 2025Q4: 3,519 shares 3,519 $563K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,159 shares 2,159 $557K 0.03% -281 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 2,979 shares; 2025Q4: 2,373 shares 2,373 $556K 0.03% -606 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,330 shares; 2025Q1: 1,429 shares; 2025Q2: 1,049 shares; 2025Q3: 1,649 shares; 2025Q4: 1,659 shares 1,659 $548K 0.03% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,647 shares; 2025Q1: 1,650 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,841 shares 1,841 $534K 0.03% -29 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 2,727 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,728 shares; 2025Q4: 2,724 shares 2,724 $532K 0.03% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,206 shares; 2025Q2: 4,465 shares; 2025Q3: 8,874 shares; 2025Q4: 8,826 shares 8,826 $531K 0.03% -48 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 832 shares; 2025Q1: 850 shares; 2025Q2: 586 shares; 2025Q3: 599 shares; 2025Q4: 601 shares 601 $518K 0.03% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,606 shares; 2024Q4: 25,187 shares; 2025Q1: 21,793 shares; 2025Q2: 16,429 shares; 2025Q3: 16,184 shares; 2025Q4: 20,695 shares 20,695 $514K 0.03% +4,511 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,830 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,773 shares 1,773 $512K 0.03% +63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,555 shares; 2025Q1: 1,560 shares; 2025Q2: 1,555 shares; 2025Q3: 1,550 shares; 2025Q4: 1,450 shares 1,450 $508K 0.03% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,526 shares; 2024Q4: 37,526 shares; 2025Q1: 37,526 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares; 2025Q4: 28,600 shares 28,600 $507K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,222 shares; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,722 shares; 2025Q4: 1,422 shares 1,422 $502K 0.03% -300 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 4,606 shares; 2025Q1: 4,499 shares; 2025Q2: 4,533 shares; 2025Q3: 4,183 shares; 2025Q4: 4,128 shares 4,128 $496K 0.03% -55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,136 shares; 2024Q4: 7,905 shares; 2025Q1: 8,136 shares; 2025Q2: 8,136 shares; 2025Q3: 8,136 shares; 2025Q4: 7,686 shares 7,686 $495K 0.03% -450 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 10,090 shares; 2025Q4: 9,750 shares 9,750 $488K 0.03% -340 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,437 shares; 2025Q4: 4,937 shares 4,937 $480K 0.03% -500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,592 shares; 2025Q1: 5,592 shares; 2025Q2: 5,592 shares; 2025Q3: 5,864 shares; 2025Q4: 11,128 shares 11,128 $475K 0.03% +5,264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,829 shares; 2024Q4: 7,484 shares; 2025Q1: 7,328 shares; 2025Q2: 6,858 shares; 2025Q3: 8,373 shares; 2025Q4: 8,117 shares 8,117 $437K 0.03% -256 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares 1,502 $428K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,915 shares; 2024Q4: 5,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $428K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 649 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares 646 $428K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,443 shares; 2024Q4: 7,443 shares; 2025Q1: 7,443 shares; 2025Q2: 7,443 shares; 2025Q3: 11,303 shares; 2025Q4: 11,741 shares 11,741 $426K 0.03% +438 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,694 shares; 2024Q4: 15,764 shares; 2025Q1: 15,844 shares; 2025Q2: 15,774 shares; 2025Q3: 15,774 shares; 2025Q4: 15,544 shares 15,544 $421K 0.03% -230 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,422 shares 6,422 $420K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,372 shares; 2025Q1: 1,073 shares; 2025Q2: 421 shares; 2025Q3: 410 shares; 2025Q4: 608 shares 608 $415K 0.03% +198 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,443 shares; 2025Q4: 2,466 shares 2,466 $413K 0.03% +23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,329 shares; 2025Q1: 3,349 shares; 2025Q2: 3,349 shares; 2025Q3: 3,409 shares; 2025Q4: 3,580 shares 3,580 $413K 0.03% +171 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 396 shares; 2025Q2: 392 shares; 2025Q3: 393 shares; 2025Q4: 4,389 shares 4,389 $412K 0.03% +3,996 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,315 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares 2,270 $394K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,081 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,751 shares; 2025Q4: 3,715 shares 3,715 $390K 0.02% -36 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares; 2025Q2: 16,600 shares; 2025Q3: 16,600 shares; 2025Q4: 16,600 shares 16,600 $385K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 2,780 shares 2,780 $383K 0.02% -34 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,369 shares; 2025Q2: 2,617 shares; 2025Q3: 3,017 shares; 2025Q4: 2,934 shares 2,934 $379K 0.02% -83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,568 shares; 2024Q4: 9,328 shares; 2025Q1: 9,448 shares; 2025Q2: 7,543 shares; 2025Q3: 7,668 shares; 2025Q4: 6,543 shares 6,543 $377K 0.02% -1,125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 765 shares; 2025Q1: 623 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 613 shares 613 $377K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,404 shares; 2025Q1: 2,184 shares; 2025Q2: 2,180 shares; 2025Q3: 2,130 shares; 2025Q4: 2,000 shares 2,000 $360K 0.02% -130 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares 919 $356K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,619 shares; 2025Q4: 4,619 shares 4,619 $348K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,323 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,332 shares 1,332 $343K 0.02% +9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,976 shares; 2025Q4: 1,958 shares 1,958 $340K 0.02% -18 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,283 shares 1,283 $337K 0.02% -210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 949 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 701 shares 701 $329K 0.02% -119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,257 shares 5,257 $328K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 8,563 shares; 2025Q1: 8,563 shares; 2025Q2: 8,563 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $326K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,509 shares; 2025Q1: 3,381 shares; 2025Q2: 3,276 shares; 2025Q3: 3,481 shares; 2025Q4: 3,625 shares 3,625 $324K 0.02% +144 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,527 shares; 2025Q4: 1,551 shares 1,551 $324K 0.02% +24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $320K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,308 shares; 2024Q4: 18,308 shares; 2025Q1: 18,008 shares; 2025Q2: 16,637 shares; 2025Q3: 15,784 shares; 2025Q4: 5,394 shares 5,394 $316K 0.02% -10,390 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 5,922 shares; 2025Q1: 5,872 shares; 2025Q2: 5,872 shares; 2025Q3: 5,872 shares; 2025Q4: 5,472 shares 5,472 $315K 0.02% -400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 350 shares 350 $308K 0.02% +5 Timeline DUSCO STOCK DUSCO STOCK More: the full row for DUSCO STOCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359 shares 359 $307K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,321 shares; 2025Q1: 3,321 shares; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares; 2025Q4: 6,642 shares 6,642 $301K 0.02% +3,321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares 1,548 $300K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,542 shares; 2025Q1: 3,539 shares; 2025Q2: 3,133 shares; 2025Q3: 3,033 shares; 2025Q4: 3,033 shares 3,033 $294K 0.02% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares 1,430 $294K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 526 shares 526 $290K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 2,926 shares; 2025Q1: 2,926 shares; 2025Q2: 2,744 shares; 2025Q3: 3,257 shares; 2025Q4: 2,906 shares 2,906 $279K 0.02% -351 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 898 shares 898 $277K 0.02% +105 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 460 shares; 2025Q4: 479 shares 479 $273K 0.02% +19 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 4,139 shares; 2025Q1: 4,114 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,655 shares 2,655 $265K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 818 shares 818 $262K 0.02% -82 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,299 shares; 2025Q2: 3,604 shares; 2025Q3: 3,129 shares; 2025Q4: 2,565 shares 2,565 $259K 0.02% -564 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,051 shares; 2025Q1: 2,056 shares; 2025Q2: 2,051 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares 2,025 $259K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,565 shares; 2025Q1: 3,515 shares; 2025Q2: 2,715 shares; 2025Q3: 2,465 shares; 2025Q4: 2,509 shares 2,509 $253K 0.02% +44 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,541 shares; 2025Q1: 2,571 shares; 2025Q2: 2,241 shares; 2025Q3: 2,324 shares; 2025Q4: 2,241 shares 2,241 $253K 0.02% -83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 1,575 shares 1,575 $253K 0.02% -240 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 3,686 shares; 2025Q1: 3,711 shares; 2025Q2: 3,711 shares; 2025Q3: 3,711 shares; 2025Q4: 3,711 shares 3,711 $250K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,322 shares 2,322 $249K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 5,201 shares; 2025Q1: 4,891 shares; 2025Q2: 4,522 shares; 2025Q3: 4,522 shares; 2025Q4: 4,522 shares 4,522 $247K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,490 shares; 2025Q3: 840 shares; 2025Q4: 1,680 shares 1,680 $242K 0.01% +840 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $240K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: not reported; 2025Q1: 4,827 shares; 2025Q2: not reported; 2025Q3: 6,162 shares; 2025Q4: 6,162 shares 6,162 $236K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,548 shares; 2025Q1: 4,580 shares; 2025Q2: 4,512 shares; 2025Q3: 4,359 shares; 2025Q4: 4,347 shares 4,347 $230K 0.01% -12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,010 shares; 2025Q4: 5,010 shares 5,010 $222K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 1,056 shares; 2025Q4: 978 shares 978 $219K 0.01% -78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,857 shares; 2025Q4: 1,857 shares 1,857 $216K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 552 shares 552 $215K 0.01% -50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,274 shares; 2024Q4: 19,061 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,724 shares; 2025Q4: 2,654 shares 2,654 $211K 0.01% -1,070 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,054 shares 6,054 $210K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,309 shares; 2025Q1: 3,019 shares; 2025Q2: not reported; 2025Q3: 1,695 shares; 2025Q4: 1,615 shares 1,615 $205K 0.01% -80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035 $202K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $165K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $53.4K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,350 shares; 2024Q4: 13,350 shares; 2025Q1: 13,350 shares; 2025Q2: 13,350 shares; 2025Q3: 13,350 shares; 2025Q4: 13,350 shares 13,350 $31.9K <0.01% 0 Timeline