IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 183,841 shares; 2023Q2: 184,851 shares; 2023Q3: 184,535 shares; 2023Q4: 185,800 shares; 2024Q1: 913,350 shares; 2024Q2: 952,975 shares; 2024Q3: 99,251 shares 99,251 $6.18M 4.58% -853,724 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 191,819 shares; 2023Q2: 187,477 shares; 2023Q3: 191,085 shares; 2023Q4: 185,016 shares; 2024Q1: 165,811 shares; 2024Q2: 219,110 shares; 2024Q3: 21,921 shares 21,921 $5.11M 3.78% -197,189 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 187,427 shares; 2023Q2: 188,250 shares; 2023Q3: 188,077 shares; 2023Q4: 188,925 shares; 2024Q1: 195,261 shares; 2024Q2: 209,544 shares; 2024Q3: 21,466 shares 21,466 $4.74M 3.51% -188,078 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 109,035 shares; 2023Q2: 107,160 shares; 2023Q3: 110,837 shares; 2023Q4: 113,776 shares; 2024Q1: 103,804 shares; 2024Q2: 103,227 shares; 2024Q3: 10,282 shares 10,282 $4.73M 3.5% -92,945 Timeline STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,700 shares; 2023Q3: 4,800 shares; 2023Q4: not reported; 2024Q1: 2,400 shares; 2024Q2: 88,800 shares; 2024Q3: 8,920 shares 8,920 $4.73M 3.5% -79,880 IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 88,357 shares; 2023Q2: 87,309 shares; 2023Q3: 86,366 shares; 2023Q4: 77,620 shares; 2024Q1: 77,579 shares; 2024Q2: 80,339 shares; 2024Q3: 8,067 shares 8,067 $4.65M 3.44% -72,272 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33,837 shares; 2023Q2: 30,817 shares; 2023Q3: 28,602 shares; 2023Q4: 164,990 shares; 2024Q1: 182,418 shares; 2024Q2: 200,028 shares; 2024Q3: 25,610 shares 25,610 $4.59M 3.4% -174,418 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 507,765 shares; 2023Q3: 567,798 shares; 2023Q4: 834,010 shares; 2024Q1: 838,243 shares; 2024Q2: 885,390 shares; 2024Q3: 78,423 shares 78,423 $3.97M 2.94% -806,967 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33,440 shares; 2023Q2: 51,380 shares; 2023Q3: 60,973 shares; 2023Q4: 74,400 shares; 2024Q1: 72,762 shares; 2024Q2: 73,504 shares; 2024Q3: 7,244 shares 7,244 $3.12M 2.31% -66,260 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,131,533 shares; 2023Q2: 1,147,129 shares; 2023Q3: 1,151,885 shares; 2023Q4: 593,817 shares; 2024Q1: 554,371 shares; 2024Q2: 559,974 shares; 2024Q3: 54,113 shares 54,113 $2.86M 2.11% -505,861 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 9 shares; 2023Q3: 12 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $2.77M 2.05% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 226,611 shares; 2023Q2: 218,858 shares; 2023Q3: 201,693 shares; 2023Q4: 192,510 shares; 2024Q1: 141,575 shares; 2024Q2: 158,433 shares; 2024Q3: 15,677 shares 15,677 $2.62M 1.94% -142,756 Timeline INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,720 shares 7,720 $2.23M 1.65% new ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 39,613 shares; 2023Q2: 45,528 shares; 2023Q3: 35,914 shares; 2023Q4: 38,596 shares; 2024Q1: 40,292 shares; 2024Q2: 45,961 shares; 2024Q3: 4,499 shares 4,499 $2.21M 1.64% -41,462 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,642 shares; 2023Q2: 12,873 shares; 2023Q3: 13,947 shares; 2023Q4: 31,005 shares; 2024Q1: 32,990 shares; 2024Q2: 24,112 shares; 2024Q3: 2,340 shares 2,340 $2.07M 1.53% -21,772 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 21,881 shares; 2023Q3: 21,562 shares; 2023Q4: 23,497 shares; 2024Q1: 22,714 shares; 2024Q2: 24,161 shares; 2024Q3: 2,696 shares 2,696 $1.55M 1.14% -21,465 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 87,960 shares; 2023Q2: 88,370 shares; 2023Q3: 73,163 shares; 2023Q4: 73,912 shares; 2024Q1: 74,668 shares; 2024Q2: 76,471 shares; 2024Q3: 7,710 shares 7,710 $1.53M 1.13% -68,761 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 89,160 shares; 2023Q2: 96,580 shares; 2023Q3: 104,724 shares; 2023Q4: 81,007 shares; 2024Q1: 75,535 shares; 2024Q2: 78,067 shares; 2024Q3: 7,965 shares 7,965 $1.48M 1.1% -70,102 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 249,089 shares; 2023Q2: 268,617 shares; 2023Q3: 278,406 shares; 2023Q4: 274,795 shares; 2024Q1: 302,333 shares; 2024Q2: 297,164 shares; 2024Q3: 28,981 shares 28,981 $1.32M 0.98% -268,183 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,801 shares; 2023Q2: 278,805 shares; 2023Q3: 282,917 shares; 2023Q4: 295,376 shares; 2024Q1: 391,335 shares; 2024Q2: 385,618 shares; 2024Q3: 48,628 shares 48,628 $1.31M 0.97% -336,990 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 19,225 shares; 2023Q2: 18,322 shares; 2023Q3: 21,024 shares; 2023Q4: 25,561 shares; 2024Q1: 24,044 shares; 2024Q2: 23,678 shares; 2024Q3: 2,347 shares 2,347 $1.24M 0.92% -21,331 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 311,362 shares; 2023Q2: 368,130 shares; 2023Q3: 372,799 shares; 2023Q4: 400,878 shares; 2024Q1: 494,019 shares; 2024Q2: 477,766 shares; 2024Q3: 48,930 shares 48,930 $1.23M 0.91% -428,836 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,737 shares; 2023Q2: 3,849 shares; 2023Q3: 5,288 shares; 2023Q4: 6,313 shares; 2024Q1: 6,467 shares; 2024Q2: 6,503 shares; 2024Q3: 6,370 shares 6,370 $1.1M 0.81% -133 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 47,686 shares; 2023Q3: 48,557 shares; 2023Q4: 47,395 shares; 2024Q1: 47,661 shares; 2024Q2: 48,151 shares; 2024Q3: 4,950 shares 4,950 $1.04M 0.77% -43,201 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 261,594 shares; 2023Q3: 239,803 shares; 2023Q4: 229,707 shares; 2024Q1: 212,939 shares; 2024Q2: 206,872 shares; 2024Q3: 21,653 shares 21,653 $1.02M 0.75% -185,219 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 50,200 shares; 2023Q2: 50,200 shares; 2023Q3: 49,700 shares; 2023Q4: 49,700 shares; 2024Q1: 49,700 shares; 2024Q2: 49,700 shares; 2024Q3: 4,970 shares 4,970 $998K 0.74% -44,730 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,544 shares; 2023Q3: 8,680 shares; 2023Q4: 8,832 shares; 2024Q1: 8,082 shares; 2024Q2: 79,929 shares; 2024Q3: 7,770 shares 7,770 $943K 0.7% -72,159 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26,647 shares; 2023Q2: 37,140 shares; 2023Q3: 40,064 shares; 2023Q4: 42,770 shares; 2024Q1: 42,789 shares; 2024Q2: 43,726 shares; 2024Q3: 4,519 shares 4,519 $892K 0.66% -39,207 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 105,716 shares; 2023Q2: 115,580 shares; 2023Q3: 124,835 shares; 2023Q4: 101,470 shares; 2024Q1: 101,075 shares; 2024Q2: 101,518 shares; 2024Q3: 9,052 shares 9,052 $822K 0.61% -92,466 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,874 shares; 2023Q2: 11,796 shares; 2023Q3: 12,867 shares; 2023Q4: 12,936 shares; 2024Q1: 12,863 shares; 2024Q2: 13,246 shares; 2024Q3: 1,416 shares 1,416 $811K 0.6% -11,830 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 29,559 shares; 2023Q2: 31,297 shares; 2023Q3: 73,491 shares; 2023Q4: 87,573 shares; 2024Q1: 178,169 shares; 2024Q2: 160,106 shares; 2024Q3: 13,600 shares 13,600 $726K 0.54% -146,506 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 354,249 shares; 2023Q3: 283,649 shares; 2023Q4: 275,250 shares; 2024Q1: 420,411 shares; 2024Q2: 382,111 shares; 2024Q3: 38,691 shares 38,691 $716K 0.53% -343,420 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 25,451 shares; 2023Q3: 25,973 shares; 2023Q4: 25,272 shares; 2024Q1: 25,247 shares; 2024Q2: 25,449 shares; 2024Q3: 2,603 shares 2,603 $715K 0.53% -22,846 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,340 shares; 2023Q2: 22,259 shares; 2023Q3: 146,752 shares; 2023Q4: 153,348 shares; 2024Q1: 176,158 shares; 2024Q2: 179,530 shares; 2024Q3: 18,551 shares 18,551 $674K 0.5% -160,979 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 312,540 shares; 2023Q2: 342,300 shares; 2023Q3: 343,072 shares; 2023Q4: 337,630 shares; 2024Q1: 356,745 shares; 2024Q2: 347,658 shares; 2024Q3: 35,843 shares 35,843 $648K 0.48% -311,815 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 138,535 shares; 2023Q2: 147,712 shares; 2023Q3: 157,989 shares; 2023Q4: 160,500 shares; 2024Q1: 164,158 shares; 2024Q2: 171,404 shares; 2024Q3: 17,758 shares 17,758 $647K 0.48% -153,646 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 21,246 shares; 2023Q2: 211,489 shares; 2023Q3: 215,710 shares; 2023Q4: 214,444 shares; 2024Q1: 169,493 shares; 2024Q2: 167,351 shares; 2024Q3: 18,186 shares 18,186 $632K 0.47% -149,165 Timeline MRC GLOBAL INC MRC GLOBAL INC More: the full row for MRC GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 657,860 shares; 2023Q3: 652,360 shares; 2023Q4: 605,510 shares; 2024Q1: 519,996 shares; 2024Q2: 436,750 shares; 2024Q3: 48,885 shares 48,885 $622K 0.46% -387,865 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27,233 shares; 2023Q2: 27,967 shares; 2023Q3: 29,169 shares; 2023Q4: 30,977 shares; 2024Q1: 32,780 shares; 2024Q2: 33,517 shares; 2024Q3: 3,558 shares 3,558 $590K 0.44% -29,959 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,193 shares; 2023Q2: 6,237 shares; 2023Q3: 6,355 shares; 2023Q4: 6,509 shares; 2024Q1: 6,611 shares; 2024Q2: 6,685 shares; 2024Q3: 665 shares 665 $589K 0.44% -6,020 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 26,578 shares; 2023Q3: 31,591 shares; 2023Q4: 32,574 shares; 2024Q1: 33,439 shares; 2024Q2: 33,945 shares; 2024Q3: 3,220 shares 3,220 $548K 0.41% -30,725 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,304 shares; 2023Q2: 5,355 shares; 2023Q3: 24,513 shares; 2023Q4: 78,179 shares; 2024Q1: 96,717 shares; 2024Q2: 96,332 shares; 2024Q3: 10,628 shares 10,628 $542K 0.4% -85,704 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,964 shares; 2023Q2: 6,426 shares; 2023Q3: 1,800 shares; 2023Q4: 7,772 shares; 2024Q1: 8,522 shares; 2024Q2: 8,998 shares; 2024Q3: 907 shares 907 $530K 0.39% -8,091 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 52,523 shares; 2023Q2: 40,212 shares; 2023Q3: 41,571 shares; 2023Q4: 15,041 shares; 2024Q1: 15,340 shares; 2024Q2: 15,245 shares; 2024Q3: 1,592 shares 1,592 $513K 0.38% -13,653 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 61,637 shares; 2023Q2: 57,160 shares; 2023Q3: 52,153 shares; 2023Q4: 44,600 shares; 2024Q1: 39,270 shares; 2024Q2: 37,618 shares; 2024Q3: 3,874 shares 3,874 $509K 0.38% -33,744 Timeline INVESCO QQQ TR INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: not reported; 2024Q3: 1,030 shares 1,030 $505K 0.37% new BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 343,600 shares; 2023Q2: 415,700 shares; 2023Q3: 317,000 shares; 2023Q4: 228,300 shares; 2024Q1: 212,600 shares; 2024Q2: 179,100 shares; 2024Q3: 16,990 shares 16,990 $486K 0.36% -162,110 KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 168,715 shares; 2023Q2: 169,430 shares; 2023Q3: 147,880 shares; 2023Q4: 111,355 shares; 2024Q1: 84,020 shares; 2024Q2: 73,075 shares; 2024Q3: 6,358 shares 6,358 $478K 0.35% -66,717 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 90,787 shares; 2023Q4: 94,514 shares; 2024Q1: 98,529 shares; 2024Q2: 101,378 shares; 2024Q3: 10,070 shares 10,070 $473K 0.35% -91,308 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 527,500 shares; 2023Q3: 293,296 shares; 2023Q4: 18,000 shares; 2024Q1: 252,000 shares; 2024Q2: 179,690 shares; 2024Q3: 13,055 shares 13,055 $469K 0.35% -166,635 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 77,018 shares; 2023Q2: 79,902 shares; 2023Q3: 74,906 shares; 2023Q4: 74,434 shares; 2024Q1: 75,516 shares; 2024Q2: 82,277 shares; 2024Q3: 9,762 shares 9,762 $467K 0.35% -72,515 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,433 shares; 2023Q2: 6,328 shares; 2023Q3: 12,517 shares; 2023Q4: 29,053 shares; 2024Q1: 33,413 shares; 2024Q2: 34,737 shares; 2024Q3: 3,809 shares 3,809 $456K 0.34% -30,928 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,847 shares; 2023Q2: 7,356 shares; 2023Q3: 8,020 shares; 2023Q4: 8,039 shares; 2024Q1: 8,537 shares; 2024Q2: 8,655 shares; 2024Q3: 929 shares 929 $453K 0.34% -7,726 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,369 shares; 2023Q2: 7,301 shares; 2023Q3: 6,701 shares; 2023Q4: 6,275 shares; 2024Q1: 21,520 shares; 2024Q2: 22,735 shares; 2024Q3: 2,329 shares 2,329 $442K 0.33% -20,406 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 9,580 shares; 2023Q3: 11,440 shares; 2023Q4: 13,124 shares; 2024Q1: 13,958 shares; 2024Q2: 14,101 shares; 2024Q3: 1,500 shares 1,500 $432K 0.32% -12,601 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25,768 shares; 2023Q2: 26,196 shares; 2023Q3: 34,066 shares; 2023Q4: 34,473 shares; 2024Q1: 34,067 shares; 2024Q2: 34,087 shares; 2024Q3: 3,433 shares 3,433 $416K 0.31% -30,654 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 32,297 shares; 2023Q2: 31,804 shares; 2023Q3: 31,779 shares; 2023Q4: 32,234 shares; 2024Q1: 32,091 shares; 2024Q2: 32,241 shares; 2024Q3: 3,249 shares 3,249 $407K 0.3% -28,992 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,845 shares; 2023Q2: 4,133 shares; 2023Q3: 3,830 shares; 2023Q4: 4,279 shares; 2024Q1: 4,185 shares; 2024Q2: 4,186 shares; 2024Q3: 427 shares 427 $406K 0.3% -3,759 CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 64,474 shares; 2023Q3: 65,330 shares; 2023Q4: 67,315 shares; 2024Q1: 71,090 shares; 2024Q2: 79,555 shares; 2024Q3: 8,445 shares 8,445 $392K 0.29% -71,110 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 37,294 shares; 2023Q4: 32,995 shares; 2024Q1: 32,588 shares; 2024Q2: 32,396 shares; 2024Q3: 3,338 shares 3,338 $373K 0.28% -29,058 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,880 shares; 2023Q2: 10,873 shares; 2023Q3: 10,178 shares; 2023Q4: 8,174 shares; 2024Q1: 8,563 shares; 2024Q2: 8,620 shares; 2024Q3: 912 shares 912 $369K 0.27% -7,708 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 31,278 shares; 2023Q2: 34,777 shares; 2023Q3: 36,893 shares; 2023Q4: 36,767 shares; 2024Q1: 39,263 shares; 2024Q2: 43,932 shares; 2024Q3: 4,370 shares 4,370 $369K 0.27% -39,562 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,741 shares; 2023Q2: 7,394 shares; 2023Q3: 7,244 shares; 2023Q4: 8,370 shares; 2024Q1: 8,106 shares; 2024Q2: 8,124 shares; 2024Q3: 3,032 shares 3,032 $368K 0.27% -5,092 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,423 shares; 2023Q2: 15,786 shares; 2023Q3: 16,526 shares; 2023Q4: 17,254 shares; 2024Q1: 17,571 shares; 2024Q2: 17,531 shares; 2024Q3: 1,378 shares 1,378 $361K 0.27% -16,153 Timeline CITIGROUP INC CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 149,600 shares; 2023Q2: 143,400 shares; 2023Q3: 103,200 shares; 2023Q4: 97,000 shares; 2024Q1: 88,600 shares; 2024Q2: not reported; 2024Q3: 7,650 shares 7,650 $361K 0.27% new CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,065 shares; 2023Q2: 5,066 shares; 2023Q3: 6,753 shares; 2023Q4: 6,959 shares; 2024Q1: 6,894 shares; 2024Q2: 6,721 shares; 2024Q3: 920 shares 920 $360K 0.27% -5,801 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 73,382 shares; 2023Q2: 59,733 shares; 2023Q3: 52,858 shares; 2023Q4: 64,004 shares; 2024Q1: 56,814 shares; 2024Q2: 55,675 shares; 2024Q3: 5,394 shares 5,394 $357K 0.26% -50,281 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,478 shares; 2023Q3: 2,582 shares; 2023Q4: 4,809 shares; 2024Q1: 4,865 shares; 2024Q2: 4,924 shares; 2024Q3: 500 shares 500 $355K 0.26% -4,424 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 152,066 shares; 2023Q3: 138,693 shares; 2023Q4: 167,150 shares; 2024Q1: 167,894 shares; 2024Q2: 158,170 shares; 2024Q3: 16,685 shares 16,685 $349K 0.26% -141,485 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33,510 shares; 2023Q2: 39,059 shares; 2023Q3: 40,323 shares; 2023Q4: 39,483 shares; 2024Q1: 26,263 shares; 2024Q2: 27,680 shares; 2024Q3: 2,951 shares 2,951 $346K 0.26% -24,729 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 37,292 shares; 2023Q2: 34,431 shares; 2023Q3: 31,661 shares; 2023Q4: 29,996 shares; 2024Q1: 24,063 shares; 2024Q2: 21,561 shares; 2024Q3: 2,133 shares 2,133 $345K 0.26% -19,428 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 66,289 shares; 2023Q2: 56,841 shares; 2023Q3: 57,583 shares; 2023Q4: 81,192 shares; 2024Q1: 71,358 shares; 2024Q2: 69,447 shares; 2024Q3: 6,702 shares 6,702 $342K 0.25% -62,745 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,371 shares; 2023Q3: 7,196 shares; 2023Q4: 7,402 shares; 2024Q1: 7,392 shares; 2024Q2: 5,540 shares; 2024Q3: 576 shares 576 $336K 0.25% -4,964 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 212,159 shares; 2023Q3: 206,131 shares; 2023Q4: 201,354 shares; 2024Q1: 182,598 shares; 2024Q2: 163,508 shares; 2024Q3: 15,177 shares 15,177 $335K 0.25% -148,331 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,537 shares; 2023Q2: 5,264 shares; 2023Q3: 4,618 shares; 2023Q4: 5,037 shares; 2024Q1: 5,057 shares; 2024Q2: 5,183 shares; 2024Q3: 531 shares 531 $329K 0.24% -4,652 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,523 shares; 2023Q2: 5,137 shares; 2023Q3: 5,280 shares; 2023Q4: 4,977 shares; 2024Q1: 5,054 shares; 2024Q2: 5,513 shares; 2024Q3: 650 shares 650 $322K 0.24% -4,863 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 111,483 shares; 2023Q2: 116,038 shares; 2023Q3: 101,777 shares; 2023Q4: 88,776 shares; 2024Q1: 87,235 shares; 2024Q2: 86,531 shares; 2024Q3: 8,065 shares 8,065 $320K 0.24% -78,466 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,598 shares; 2023Q2: 2,939 shares; 2023Q3: 3,329 shares; 2023Q4: 3,430 shares; 2024Q1: 3,836 shares; 2024Q2: 3,880 shares; 2024Q3: 399 shares 399 $309K 0.23% -3,481 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,423 shares; 2023Q3: 9,388 shares; 2023Q4: 9,264 shares; 2024Q1: 10,073 shares; 2024Q2: 11,185 shares; 2024Q3: 1,129 shares 1,129 $309K 0.23% -10,056 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,591 shares; 2023Q2: 13,859 shares; 2023Q3: 14,248 shares; 2023Q4: 13,448 shares; 2024Q1: 39,789 shares; 2024Q2: 39,152 shares; 2024Q3: 3,827 shares 3,827 $309K 0.23% -35,325 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,365 shares; 2023Q2: 13,312 shares; 2023Q3: 13,282 shares; 2023Q4: 12,767 shares; 2024Q1: 12,611 shares; 2024Q2: 12,607 shares; 2024Q3: 1,244 shares 1,244 $309K 0.23% -11,363 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,352 shares; 2023Q2: 22,961 shares; 2023Q3: 24,296 shares; 2023Q4: 25,636 shares; 2024Q1: 26,621 shares; 2024Q2: 26,140 shares; 2024Q3: 2,624 shares 2,624 $308K 0.23% -23,516 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 86,793 shares; 2023Q2: 84,043 shares; 2023Q3: 83,463 shares; 2023Q4: 83,120 shares; 2024Q1: 78,620 shares; 2024Q2: 78,620 shares; 2024Q3: 7,862 shares 7,862 $308K 0.23% -70,758 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25,102 shares; 2023Q2: 25,037 shares; 2023Q3: 24,237 shares; 2023Q4: 27,523 shares; 2024Q1: 28,623 shares; 2024Q2: 28,173 shares; 2024Q3: 2,846 shares 2,846 $306K 0.23% -25,327 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,889 shares 2,889 $291K 0.22% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,569 shares; 2023Q3: 1,449 shares; 2023Q4: 1,887 shares; 2024Q1: 4,698 shares; 2024Q2: 5,826 shares; 2024Q3: 626 shares 626 $291K 0.22% -5,200 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,244 shares 8,244 $285K 0.21% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,665 shares; 2023Q2: 7,675 shares; 2023Q3: 7,979 shares; 2023Q4: 8,747 shares; 2024Q1: 8,717 shares; 2024Q2: 8,717 shares; 2024Q3: 993 shares 993 $281K 0.21% -7,724 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,768 shares; 2023Q2: 8,587 shares; 2023Q3: 10,113 shares; 2023Q4: 12,749 shares; 2024Q1: 12,094 shares; 2024Q2: 11,899 shares; 2024Q3: 1,179 shares 1,179 $280K 0.21% -10,720 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 68,125 shares; 2023Q2: 67,374 shares; 2023Q3: 68,802 shares; 2023Q4: 67,284 shares; 2024Q1: 52,413 shares; 2024Q2: 52,989 shares; 2024Q3: 5,181 shares 5,181 $275K 0.2% -47,808 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,150 shares; 2023Q2: 17,400 shares; 2023Q3: 20,650 shares; 2023Q4: 41,325 shares; 2024Q1: 52,960 shares; 2024Q2: 53,685 shares; 2024Q3: 5,653 shares 5,653 $275K 0.2% -48,032 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,094 shares; 2023Q3: 2,347 shares; 2023Q4: 2,472 shares; 2024Q1: 2,647 shares; 2024Q2: 2,991 shares; 2024Q3: 306 shares 306 $274K 0.2% -2,685 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 29,098 shares; 2023Q3: 9,698 shares; 2023Q4: 7,256 shares; 2024Q1: 7,268 shares; 2024Q2: 13,869 shares; 2024Q3: 4,732 shares 4,732 $273K 0.2% -9,137 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 36,211 shares; 2023Q2: 34,828 shares; 2023Q3: 29,384 shares; 2023Q4: 45,793 shares; 2024Q1: 45,314 shares; 2024Q2: 44,887 shares; 2024Q3: 4,349 shares 4,349 $272K 0.2% -40,538 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 54,755 shares; 2023Q2: 46,655 shares; 2023Q3: 67,505 shares; 2023Q4: 50,755 shares; 2024Q1: 54,255 shares; 2024Q2: 63,206 shares; 2024Q3: 5,108 shares 5,108 $271K 0.2% -58,098 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,668 shares; 2023Q2: 20,951 shares; 2023Q3: 8,829 shares; 2023Q4: 10,671 shares; 2024Q1: 11,406 shares; 2024Q2: 12,760 shares; 2024Q3: 1,300 shares 1,300 $268K 0.2% -11,460 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,013 shares; 2023Q2: 16,523 shares; 2023Q3: 18,160 shares; 2023Q4: 19,612 shares; 2024Q1: 20,789 shares; 2024Q2: 21,324 shares; 2024Q3: 1,577 shares 1,577 $268K 0.2% -19,747 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,093 shares; 2023Q2: 26,361 shares; 2023Q3: 28,936 shares; 2023Q4: 63,039 shares; 2024Q1: 66,405 shares; 2024Q2: 73,226 shares; 2024Q3: 7,839 shares 7,839 $268K 0.2% -65,387 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,625 shares; 2023Q2: 8,943 shares; 2023Q3: 8,636 shares; 2023Q4: 9,044 shares; 2024Q1: 8,658 shares; 2024Q2: 8,245 shares; 2024Q3: 815 shares 815 $264K 0.2% -7,430 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,523 shares; 2023Q3: 2,523 shares; 2023Q4: 2,509 shares; 2024Q1: 2,509 shares; 2024Q2: 7,364 shares; 2024Q3: 791 shares 791 $262K 0.19% -6,573 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 46,927 shares; 2023Q3: 46,260 shares; 2023Q4: 38,954 shares; 2024Q1: 29,902 shares; 2024Q2: 29,999 shares; 2024Q3: 3,110 shares 3,110 $262K 0.19% -26,889 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,682 shares; 2023Q2: 13,592 shares; 2023Q3: 16,060 shares; 2023Q4: 16,470 shares; 2024Q1: 18,873 shares; 2024Q2: 19,158 shares; 2024Q3: 1,930 shares 1,930 $261K 0.19% -17,228 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 56,955 shares; 2024Q2: 55,344 shares; 2024Q3: 5,619 shares 5,619 $260K 0.19% -49,725 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,014 shares 20,014 $255K 0.19% 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; 2022Q4: restricted; 2023Q1: 15,643 shares; 2023Q2: 14,693 shares; 2023Q3: 14,462 shares; 2023Q4: 14,642 shares; 2024Q1: 15,142 shares; 2024Q2: 13,777 shares; 2024Q3: 1,351 shares 1,351 $254K 0.19% -12,426 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,393 shares; 2023Q2: 11,388 shares; 2023Q3: 11,383 shares; 2023Q4: 11,261 shares; 2024Q1: 11,268 shares; 2024Q2: 11,303 shares; 2024Q3: 1,070 shares 1,070 $253K 0.19% -10,233 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,400 shares; 2023Q2: 12,301 shares; 2023Q3: 12,302 shares; 2023Q4: 12,303 shares; 2024Q1: 12,304 shares; 2024Q2: 12,316 shares; 2024Q3: 1,231 shares 1,231 $252K 0.19% -11,085 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37,611 shares; 2024Q2: 38,977 shares; 2024Q3: 4,091 shares 4,091 $250K 0.19% -34,886 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,903 shares; 2023Q2: 10,463 shares; 2023Q3: 10,221 shares; 2023Q4: 9,948 shares; 2024Q1: 9,605 shares; 2024Q2: 9,270 shares; 2024Q3: 920 shares 920 $249K 0.18% -8,350 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 19,894 shares; 2023Q3: 16,917 shares; 2023Q4: 16,113 shares; 2024Q1: 16,574 shares; 2024Q2: 17,340 shares; 2024Q3: 1,577 shares 1,577 $242K 0.18% -15,763 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,755 shares; 2024Q2: 6,774 shares; 2024Q3: 699 shares 699 $239K 0.18% -6,075 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 246,857 shares; 2023Q2: 126,832 shares; 2023Q3: 186,332 shares; 2023Q4: 155,969 shares; 2024Q1: 100,469 shares; 2024Q2: 85,469 shares; 2024Q3: 4,648 shares 4,648 $239K 0.18% -80,821 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 209,991 shares; 2023Q2: 227,078 shares; 2023Q3: 228,530 shares; 2023Q4: 229,868 shares; 2024Q1: 178,413 shares; 2024Q2: 172,635 shares; 2024Q3: 17,807 shares 17,807 $239K 0.18% -154,828 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 53,723 shares; 2023Q2: 49,806 shares; 2023Q3: 48,724 shares; 2023Q4: 46,958 shares; 2024Q1: 50,599 shares; 2024Q2: 52,870 shares; 2024Q3: 5,660 shares 5,660 $237K 0.18% -47,210 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,265 shares; 2023Q2: 7,250 shares; 2023Q3: 7,100 shares; 2023Q4: 8,559 shares; 2024Q1: 8,324 shares; 2024Q2: 8,124 shares; 2024Q3: 812 shares 812 $236K 0.17% -7,312 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,481 shares; 2023Q2: 18,480 shares; 2023Q3: 18,568 shares; 2023Q4: 18,700 shares; 2024Q1: 20,407 shares; 2024Q2: 20,187 shares; 2024Q3: 2,016 shares 2,016 $225K 0.17% -18,171 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 150,000 shares; 2023Q2: 111,121 shares; 2023Q3: 84,214 shares; 2023Q4: 72,910 shares; 2024Q1: 56,800 shares; 2024Q2: 48,307 shares; 2024Q3: 3,766 shares 3,766 $225K 0.17% -44,541 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 80,368 shares; 2023Q2: 90,427 shares; 2023Q3: 97,643 shares; 2023Q4: 108,586 shares; 2024Q1: 110,262 shares; 2024Q2: 111,221 shares; 2024Q3: 11,442 shares 11,442 $224K 0.17% -99,779 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,108 shares; 2023Q2: 5,966 shares; 2023Q3: 6,432 shares; 2023Q4: 6,371 shares; 2024Q1: 6,621 shares; 2024Q2: 6,632 shares; 2024Q3: 730 shares 730 $222K 0.16% -5,902 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,400 shares; 2023Q2: 30,443 shares; 2023Q3: 38,201 shares; 2023Q4: 40,704 shares; 2024Q1: 47,164 shares; 2024Q2: 49,032 shares; 2024Q3: 4,810 shares 4,810 $220K 0.16% -44,222 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 80,790 shares; 2024Q2: 99,561 shares; 2024Q3: 9,993 shares 9,993 $220K 0.16% -89,568 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,350 shares; 2023Q2: 8,385 shares; 2023Q3: 25,885 shares; 2023Q4: 20,520 shares; 2024Q1: 19,270 shares; 2024Q2: 21,370 shares; 2024Q3: 1,037 shares 1,037 $220K 0.16% -20,333 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 804 shares; 2024Q2: 1,046 shares; 2024Q3: 104 shares 104 $215K 0.16% -942 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,914 shares; 2023Q2: 9,110 shares; 2023Q3: 19,483 shares; 2023Q4: 22,107 shares; 2024Q1: 23,987 shares; 2024Q2: 24,275 shares; 2024Q3: 2,558 shares 2,558 $214K 0.16% -21,717 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,727 shares; 2023Q2: 7,762 shares; 2023Q3: 9,283 shares; 2023Q4: 9,494 shares; 2024Q1: 9,517 shares; 2024Q2: 9,600 shares; 2024Q3: 932 shares 932 $209K 0.15% -8,668 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,966 shares; 2023Q2: 22,152 shares; 2023Q3: 29,059 shares; 2023Q4: 29,809 shares; 2024Q1: 29,429 shares; 2024Q2: 29,261 shares; 2024Q3: 2,942 shares 2,942 $207K 0.15% -26,319 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 168,170 shares; 2023Q2: 142,259 shares; 2023Q3: 79,426 shares; 2023Q4: 36,137 shares; 2024Q1: 39,652 shares; 2024Q2: 43,785 shares; 2024Q3: 3,934 shares 3,934 $203K 0.15% -39,851 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; 2022Q4: restricted; 2023Q1: 10,623 shares; 2023Q2: 10,162 shares; 2023Q3: 11,389 shares; 2023Q4: 11,061 shares; 2024Q1: 11,198 shares; 2024Q2: 11,585 shares; 2024Q3: 1,161 shares 1,161 $201K 0.15% -10,424 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,476 shares; 2023Q2: 25,590 shares; 2023Q3: 19,662 shares; 2023Q4: 19,381 shares; 2024Q1: 18,843 shares; 2024Q2: 18,287 shares; 2024Q3: 1,762 shares 1,762 $200K 0.15% -16,525 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,529 shares; 2023Q2: 9,106 shares; 2023Q3: 9,032 shares; 2023Q4: 8,940 shares; 2024Q1: 9,097 shares; 2024Q2: 9,016 shares; 2024Q3: 888 shares 888 $196K 0.15% -8,128 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,065 shares; 2023Q2: 14,098 shares; 2023Q3: 14,045 shares; 2023Q4: 13,721 shares; 2024Q1: 13,927 shares; 2024Q2: 14,216 shares; 2024Q3: 1,472 shares 1,472 $194K 0.14% -12,744 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 690 shares 690 $193K 0.14% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,464 shares; 2024Q2: 3,487 shares; 2024Q3: 406 shares 406 $193K 0.14% -3,081 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,760 shares; 2023Q2: 15,200 shares; 2023Q3: 15,350 shares; 2023Q4: 16,552 shares; 2024Q1: 15,955 shares; 2024Q2: 15,956 shares; 2024Q3: 1,553 shares 1,553 $192K 0.14% -14,403 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 502 shares; 2023Q3: 573 shares; 2023Q4: 922 shares; 2024Q1: 893 shares; 2024Q2: 4,940 shares; 2024Q3: 495 shares 495 $192K 0.14% -4,445 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,016 shares; 2023Q2: 3,293 shares; 2023Q3: 3,548 shares; 2023Q4: 3,737 shares; 2024Q1: 4,114 shares; 2024Q2: 4,126 shares; 2024Q3: 444 shares 444 $191K 0.14% -3,682 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 18,415 shares; 2023Q3: 18,489 shares; 2023Q4: 18,141 shares; 2024Q1: 17,629 shares; 2024Q2: 17,990 shares; 2024Q3: 1,667 shares 1,667 $189K 0.14% -16,323 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 43,528 shares; 2023Q3: 24,172 shares; 2023Q4: 16,714 shares; 2024Q1: 21,286 shares; 2024Q2: 22,644 shares; 2024Q3: 2,048 shares 2,048 $184K 0.14% -20,596 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 83,750 shares; 2023Q2: 64,800 shares; 2023Q3: 64,900 shares; 2023Q4: 37,300 shares; 2024Q1: 18,750 shares; 2024Q2: 17,000 shares; 2024Q3: 14,435 shares 14,435 $184K 0.14% -2,565 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,666 shares; 2023Q2: 9,876 shares; 2023Q3: 6,227 shares; 2023Q4: 23,594 shares; 2024Q1: 41,708 shares; 2024Q2: 54,158 shares; 2024Q3: 4,777 shares 4,777 $181K 0.13% -49,381 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,683 shares; 2023Q3: 6,593 shares; 2023Q4: 6,443 shares; 2024Q1: 6,193 shares; 2024Q2: 5,748 shares; 2024Q3: 739 shares 739 $179K 0.13% -5,009 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,785 shares; 2023Q2: 7,175 shares; 2023Q3: 8,312 shares; 2023Q4: 8,263 shares; 2024Q1: 8,626 shares; 2024Q2: 7,588 shares; 2024Q3: 674 shares 674 $177K 0.13% -6,914 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,043 shares; 2023Q2: 17,053 shares; 2023Q3: 14,893 shares; 2023Q4: 14,250 shares; 2024Q1: 14,256 shares; 2024Q2: 14,355 shares; 2024Q3: 1,147 shares 1,147 $175K 0.13% -13,208 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,208 shares; 2023Q2: 15,784 shares; 2023Q3: 10,459 shares; 2023Q4: 15,520 shares; 2024Q1: 17,490 shares; 2024Q2: 17,581 shares; 2024Q3: 1,622 shares 1,622 $170K 0.13% -15,959 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,600 shares; 2024Q2: 36,856 shares; 2024Q3: 4,555 shares 4,555 $169K 0.13% -32,301 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,323 shares; 2023Q2: 9,229 shares; 2023Q3: 10,042 shares; 2023Q4: 9,908 shares; 2024Q1: 10,066 shares; 2024Q2: 10,484 shares; 2024Q3: 1,125 shares 1,125 $165K 0.12% -9,359 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; 2022Q4: restricted; 2023Q1: 31,732 shares; 2023Q2: 27,607 shares; 2023Q3: 20,702 shares; 2023Q4: 18,892 shares; 2024Q1: 15,982 shares; 2024Q2: 15,432 shares; 2024Q3: 1,496 shares 1,496 $165K 0.12% -13,936 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; 2022Q4: restricted; 2023Q1: 1,352 shares; 2023Q2: 2,539 shares; 2023Q3: 5,077 shares; 2023Q4: 4,770 shares; 2024Q1: 5,048 shares; 2024Q2: 5,412 shares; 2024Q3: 629 shares 629 $165K 0.12% -4,783 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,084 shares; 2023Q2: 7,836 shares; 2023Q3: 7,436 shares; 2023Q4: 8,871 shares; 2024Q1: 8,796 shares; 2024Q2: 9,011 shares; 2024Q3: 901 shares 901 $164K 0.12% -8,110 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,206 shares; 2023Q3: 6,450 shares; 2023Q4: 4,432 shares; 2024Q1: 4,606 shares; 2024Q2: 4,435 shares; 2024Q3: 453 shares 453 $160K 0.12% -3,982 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 39,530 shares; 2023Q3: 38,409 shares; 2023Q4: 37,992 shares; 2024Q1: 38,730 shares; 2024Q2: 35,392 shares; 2024Q3: 3,530 shares 3,530 $160K 0.12% -31,862 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,551 shares; 2023Q3: 2,750 shares; 2023Q4: 3,520 shares; 2024Q1: 3,635 shares; 2024Q2: 3,674 shares; 2024Q3: 389 shares 389 $158K 0.12% -3,285 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 25,775 shares; 2023Q3: 33,000 shares; 2023Q4: 35,410 shares; 2024Q1: 35,370 shares; 2024Q2: 35,122 shares; 2024Q3: 3,509 shares 3,509 $158K 0.12% -31,613 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,952 shares; 2023Q3: 8,018 shares; 2023Q4: 8,112 shares; 2024Q1: 8,281 shares; 2024Q2: 7,845 shares; 2024Q3: 807 shares 807 $157K 0.12% -7,038 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 98,393 shares; 2023Q3: 63,205 shares; 2023Q4: 26,558 shares; 2024Q1: 28,785 shares; 2024Q2: 29,475 shares; 2024Q3: 2,785 shares 2,785 $157K 0.12% -26,690 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,577 shares; 2023Q2: 18,977 shares; 2023Q3: 15,715 shares; 2023Q4: 24,765 shares; 2024Q1: 24,315 shares; 2024Q2: 26,704 shares; 2024Q3: 2,451 shares 2,451 $154K 0.11% -24,253 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,138 shares; 2023Q2: 3,548 shares; 2023Q3: 3,408 shares; 2023Q4: 4,593 shares; 2024Q1: 4,859 shares; 2024Q2: 5,134 shares; 2024Q3: 481 shares 481 $152K 0.11% -4,653 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; 2022Q4: restricted; 2023Q1: 7,264 shares; 2023Q2: 7,264 shares; 2023Q3: 6,854 shares; 2023Q4: 6,738 shares; 2024Q1: 6,610 shares; 2024Q2: 6,622 shares; 2024Q3: 675 shares 675 $150K 0.11% -5,947 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,203 shares; 2023Q2: 7,793 shares; 2023Q3: 8,738 shares; 2023Q4: 5,073 shares; 2024Q1: 5,099 shares; 2024Q2: 5,204 shares; 2024Q3: 536 shares 536 $149K 0.11% -4,668 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,845 shares; 2023Q2: 2,795 shares; 2023Q3: 2,795 shares; 2023Q4: 2,895 shares; 2024Q1: 2,880 shares; 2024Q2: 2,880 shares; 2024Q3: 294 shares 294 $149K 0.11% -2,586 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 70,110 shares; 2023Q2: 68,406 shares; 2023Q3: 186,437 shares; 2023Q4: 201,524 shares; 2024Q1: 293,627 shares; 2024Q2: 482,537 shares; 2024Q3: 16,727 shares 16,727 $149K 0.11% -465,810 TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,870 shares; 2023Q2: 10,918 shares; 2023Q3: 7,181 shares; 2023Q4: 5,909 shares; 2024Q1: 6,048 shares; 2024Q2: 6,391 shares; 2024Q3: 720 shares 720 $148K 0.11% -5,671 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,480 shares; 2023Q2: 1,565 shares; 2023Q3: 1,594 shares; 2023Q4: 1,452 shares; 2024Q1: 1,228 shares; 2024Q2: 1,359 shares; 2024Q3: 183 shares 183 $148K 0.11% -1,176 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,402 shares; 2023Q2: 11,613 shares; 2023Q3: 10,718 shares; 2023Q4: 16,058 shares; 2024Q1: 15,633 shares; 2024Q2: 15,555 shares; 2024Q3: 1,408 shares 1,408 $146K 0.11% -14,147 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,309 shares; 2023Q2: 1,309 shares; 2023Q3: 1,757 shares; 2023Q4: 1,829 shares; 2024Q1: 2,549 shares; 2024Q2: 3,720 shares; 2024Q3: 382 shares 382 $146K 0.11% -3,338 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,035 shares; 2023Q2: 11,770 shares; 2023Q3: 15,492 shares; 2023Q4: 17,979 shares; 2024Q1: 3,249 shares; 2024Q2: 3,419 shares; 2024Q3: 2,207 shares 2,207 $145K 0.11% -1,212 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,770 shares; 2023Q2: 11,935 shares; 2023Q3: 12,210 shares; 2023Q4: 12,170 shares; 2024Q1: 11,030 shares; 2024Q2: 22,715 shares; 2024Q3: 2,191 shares 2,191 $142K 0.11% -20,524 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 14,263 shares; 2023Q3: 14,263 shares; 2023Q4: 14,227 shares; 2024Q1: 14,391 shares; 2024Q2: 14,291 shares; 2024Q3: 1,471 shares 1,471 $142K 0.11% -12,820 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,424 shares; 2023Q2: 11,974 shares; 2023Q3: 12,920 shares; 2023Q4: 13,931 shares; 2024Q1: 10,401 shares; 2024Q2: 13,079 shares; 2024Q3: 1,212 shares 1,212 $141K 0.1% -11,867 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12,400 shares; 2023Q3: 15,400 shares; 2023Q4: 11,200 shares; 2024Q1: 81,943 shares; 2024Q2: 74,643 shares; 2024Q3: 8,829 shares 8,829 $141K 0.1% -65,814 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,594 shares; 2023Q2: 21,830 shares; 2023Q3: 21,637 shares; 2023Q4: 24,032 shares; 2024Q1: 23,381 shares; 2024Q2: 21,748 shares; 2024Q3: 1,980 shares 1,980 $140K 0.1% -19,768 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 17,315 shares; 2023Q3: 15,772 shares; 2023Q4: 14,419 shares; 2024Q1: 16,840 shares; 2024Q2: 15,752 shares; 2024Q3: 1,588 shares 1,588 $139K 0.1% -14,164 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,517 shares; 2023Q3: 3,322 shares; 2023Q4: 2,463 shares; 2024Q1: 2,535 shares; 2024Q2: 2,512 shares; 2024Q3: 256 shares 256 $132K 0.1% -2,256 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,051 shares; 2023Q2: 9,478 shares; 2023Q3: 9,622 shares; 2023Q4: 10,798 shares; 2024Q1: 10,630 shares; 2024Q2: 9,820 shares; 2024Q3: 766 shares 766 $130K 0.1% -9,054 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,637 shares; 2024Q3: 1,973 shares 1,973 $130K 0.1% -2,664 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,473 shares; 2023Q2: 14,635 shares; 2023Q3: 14,175 shares; 2023Q4: 12,765 shares; 2024Q1: 12,393 shares; 2024Q2: 12,074 shares; 2024Q3: 1,198 shares 1,198 $130K 0.1% -10,876 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25,104 shares; 2023Q2: 25,074 shares; 2023Q3: 23,505 shares; 2023Q4: 22,755 shares; 2024Q1: 21,855 shares; 2024Q2: 21,836 shares; 2024Q3: 2,077 shares 2,077 $129K 0.1% -19,759 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,313 shares; 2023Q2: 9,097 shares; 2023Q3: 8,641 shares; 2023Q4: 10,141 shares; 2024Q1: 12,048 shares; 2024Q2: 11,319 shares; 2024Q3: 1,317 shares 1,317 $128K 0.09% -10,002 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 13,934 shares; 2023Q3: 12,138 shares; 2023Q4: 18,141 shares; 2024Q1: 25,299 shares; 2024Q2: 25,686 shares; 2024Q3: 2,512 shares 2,512 $128K 0.09% -23,174 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 29,828 shares; 2023Q2: 35,094 shares; 2023Q3: 34,282 shares; 2023Q4: 36,272 shares; 2024Q1: 35,243 shares; 2024Q2: 31,886 shares; 2024Q3: 2,033 shares 2,033 $127K 0.09% -29,853 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,242 shares; 2023Q3: 12,730 shares; 2023Q4: 15,629 shares; 2024Q1: 17,875 shares; 2024Q2: 19,180 shares; 2024Q3: 2,133 shares 2,133 $127K 0.09% -17,047 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,454 shares; 2023Q2: 23,989 shares; 2023Q3: 23,839 shares; 2023Q4: 19,339 shares; 2024Q1: 19,339 shares; 2024Q2: 18,839 shares; 2024Q3: 1,843 shares 1,843 $127K 0.09% -16,996 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 14,294 shares; 2023Q3: 16,764 shares; 2023Q4: 16,039 shares; 2024Q1: 18,939 shares; 2024Q2: 18,509 shares; 2024Q3: 1,617 shares 1,617 $126K 0.09% -16,892 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,714 shares; 2023Q2: 3,714 shares; 2023Q3: 3,629 shares; 2023Q4: 3,629 shares; 2024Q1: 3,629 shares; 2024Q2: 3,629 shares; 2024Q3: 362 shares 362 $125K 0.09% -3,267 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 40,150 shares; 2024Q2: 49,550 shares; 2024Q3: 4,955 shares 4,955 $125K 0.09% -44,595 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 5,102 shares; 2023Q3: 5,107 shares; 2023Q4: 5,090 shares; 2024Q1: 4,593 shares; 2024Q2: 4,620 shares; 2024Q3: 479 shares 479 $124K 0.09% -4,141 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,079 shares; 2023Q3: not reported; 2023Q4: 5,042 shares; 2024Q1: 6,779 shares; 2024Q2: 7,018 shares; 2024Q3: 711 shares 711 $123K 0.09% -6,307 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,839 shares; 2023Q3: 3,813 shares; 2023Q4: 3,332 shares; 2024Q1: 2,642 shares; 2024Q2: 2,372 shares; 2024Q3: 250 shares 250 $123K 0.09% -2,122 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,860 shares; 2023Q3: 6,944 shares; 2023Q4: 6,867 shares; 2024Q1: 6,777 shares; 2024Q2: 6,773 shares; 2024Q3: 693 shares 693 $122K 0.09% -6,080 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,280 shares; 2023Q3: 3,287 shares; 2023Q4: 3,132 shares; 2024Q1: 3,101 shares; 2024Q2: 3,121 shares; 2024Q3: 312 shares 312 $121K 0.09% -2,809 Timeline STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 13,800 shares; 2023Q3: 11,700 shares; 2023Q4: 7,800 shares; 2024Q1: 6,000 shares; 2024Q2: 2,100 shares; 2024Q3: 220 shares 220 $120K 0.09% -1,880 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,521 shares; 2023Q2: 10,173 shares; 2023Q3: 10,369 shares; 2023Q4: 10,850 shares; 2024Q1: 10,903 shares; 2024Q2: 11,338 shares; 2024Q3: 1,304 shares 1,304 $117K 0.09% -10,034 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; 2022Q4: restricted; 2023Q1: 1,781 shares; 2023Q2: 5,060 shares; 2023Q3: 6,504 shares; 2023Q4: 6,740 shares; 2024Q1: 2,055 shares; 2024Q2: 3,727 shares; 2024Q3: 390 shares 390 $116K 0.09% -3,337 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,201 shares; 2023Q2: 3,005 shares; 2023Q3: 3,023 shares; 2023Q4: 3,071 shares; 2024Q1: 2,924 shares; 2024Q2: 4,303 shares; 2024Q3: 706 shares 706 $115K 0.09% -3,597 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 13,397 shares; 2023Q3: 18,987 shares; 2023Q4: 19,911 shares; 2024Q1: 24,876 shares; 2024Q2: 24,458 shares; 2024Q3: 2,213 shares 2,213 $115K 0.09% -22,245 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,898 shares; 2023Q2: 4,119 shares; 2023Q3: 4,196 shares; 2023Q4: 4,186 shares; 2024Q1: 3,888 shares; 2024Q2: 3,891 shares; 2024Q3: 413 shares 413 $114K 0.08% -3,478 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,349 shares; 2023Q2: 6,149 shares; 2023Q3: 5,983 shares; 2023Q4: 5,940 shares; 2024Q1: 6,268 shares; 2024Q2: 6,288 shares; 2024Q3: 620 shares 620 $111K 0.08% -5,668 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,610 shares; 2023Q2: 9,607 shares; 2023Q3: 9,264 shares; 2023Q4: 8,920 shares; 2024Q1: 8,851 shares; 2024Q2: 8,751 shares; 2024Q3: 882 shares 882 $110K 0.08% -7,869 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 19,932 shares; 2023Q3: 20,435 shares; 2023Q4: 20,796 shares; 2024Q1: 20,196 shares; 2024Q2: 20,432 shares; 2024Q3: 2,089 shares 2,089 $110K 0.08% -18,343 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,882 shares; 2023Q2: 4,883 shares; 2023Q3: 4,883 shares; 2023Q4: 4,982 shares; 2024Q1: 13,738 shares; 2024Q2: 11,380 shares; 2024Q3: 1,238 shares 1,238 $109K 0.08% -10,142 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,684 shares; 2023Q2: 4,481 shares; 2023Q3: 4,604 shares; 2023Q4: 4,608 shares; 2024Q1: 5,116 shares; 2024Q2: 5,510 shares; 2024Q3: 556 shares 556 $109K 0.08% -4,954 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,292 shares; 2023Q2: 10,642 shares; 2023Q3: 9,917 shares; 2023Q4: 9,274 shares; 2024Q1: 8,974 shares; 2024Q2: 8,770 shares; 2024Q3: 921 shares 921 $109K 0.08% -7,849 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,999 shares; 2023Q2: 17,949 shares; 2023Q3: 18,199 shares; 2023Q4: 20,649 shares; 2024Q1: 20,374 shares; 2024Q2: 20,374 shares; 2024Q3: 2,037 shares 2,037 $108K 0.08% -18,337 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 34,269 shares; 2023Q2: 22,212 shares; 2023Q3: 18,314 shares; 2023Q4: 15,910 shares; 2024Q1: 16,859 shares; 2024Q2: 17,803 shares; 2024Q3: 1,836 shares 1,836 $108K 0.08% -15,967 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,411 shares; 2023Q3: 4,725 shares; 2023Q4: 5,585 shares; 2024Q1: 9,552 shares; 2024Q2: 10,689 shares; 2024Q3: 777 shares 777 $106K 0.08% -9,912 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 52,159 shares; 2023Q2: 54,517 shares; 2023Q3: 55,149 shares; 2023Q4: 57,179 shares; 2024Q1: 59,673 shares; 2024Q2: 61,425 shares; 2024Q3: 5,015 shares 5,015 $105K 0.08% -56,410 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,428 shares; 2023Q3: 7,393 shares; 2023Q4: 7,369 shares; 2024Q1: 7,610 shares; 2024Q2: 7,370 shares; 2024Q3: 776 shares 776 $105K 0.08% -6,594 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 37,891 shares; 2023Q3: 35,015 shares; 2023Q4: 22,392 shares; 2024Q1: 22,890 shares; 2024Q2: 23,451 shares; 2024Q3: 2,320 shares 2,320 $104K 0.08% -21,131 Timeline MORGAN STANLEY MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 36,500 shares; 2023Q2: 35,400 shares; 2023Q3: 20,000 shares; 2023Q4: 14,900 shares; 2024Q1: 14,800 shares; 2024Q2: 13,500 shares; 2024Q3: 1,240 shares 1,240 $103K 0.08% -12,260 KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,064 shares; 2023Q2: 16,769 shares; 2023Q3: 17,058 shares; 2023Q4: 14,895 shares; 2024Q1: 15,252 shares; 2024Q2: 15,483 shares; 2024Q3: 1,429 shares 1,429 $102K 0.08% -14,054 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,143 shares; 2023Q3: not reported; 2023Q4: 8,453 shares; 2024Q1: 20,933 shares; 2024Q2: 21,156 shares; 2024Q3: 2,054 shares 2,054 $102K 0.08% -19,102 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,541 shares; 2023Q2: 4,731 shares; 2023Q3: 5,286 shares; 2023Q4: 5,557 shares; 2024Q1: 6,144 shares; 2024Q2: 2,498 shares; 2024Q3: 243 shares 243 $101K 0.07% -2,255 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,637 shares; 2023Q3: 1,838 shares; 2023Q4: 1,755 shares; 2024Q1: 1,492 shares; 2024Q2: 2,252 shares; 2024Q3: 388 shares 388 $101K 0.07% -1,864 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,676 shares; 2023Q2: 9,680 shares; 2023Q3: 9,932 shares; 2023Q4: 9,358 shares; 2024Q1: 9,284 shares; 2024Q2: 9,276 shares; 2024Q3: 931 shares 931 $101K 0.07% -8,345 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,300 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,235 shares; 2024Q2: 22,685 shares; 2024Q3: 3,228 shares 3,228 $101K 0.07% -19,457 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,128 shares; 2023Q2: 16,146 shares; 2023Q3: 15,999 shares; 2023Q4: 17,115 shares; 2024Q1: 19,692 shares; 2024Q2: 23,029 shares; 2024Q3: 2,407 shares 2,407 $100K 0.07% -20,622 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 17,669 shares; 2023Q3: 6,538 shares; 2023Q4: 9,182 shares; 2024Q1: 3,950 shares; 2024Q2: 3,950 shares; 2024Q3: 987 shares 987 $100K 0.07% -2,963 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,231 shares; 2024Q3: 1,777 shares 1,777 $100K 0.07% -13,454 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,394 shares; 2023Q2: 7,394 shares; 2023Q3: 6,994 shares; 2023Q4: 6,795 shares; 2024Q1: 6,445 shares; 2024Q2: 6,445 shares; 2024Q3: 640 shares 640 $97K 0.07% -5,805 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,416 shares; 2023Q2: 6,657 shares; 2023Q3: 7,210 shares; 2023Q4: 7,117 shares; 2024Q1: 3,374 shares; 2024Q2: 3,374 shares; 2024Q3: 359 shares 359 $97K 0.07% -3,015 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,773 shares; 2023Q3: 4,576 shares; 2023Q4: 4,944 shares; 2024Q1: 4,575 shares; 2024Q2: 5,580 shares; 2024Q3: 429 shares 429 $97K 0.07% -5,151 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,779 shares; 2024Q3: 376 shares 376 $96K 0.07% -3,403 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,250 shares; 2023Q3: 2,003 shares; 2023Q4: 3,044 shares; 2024Q1: 2,859 shares; 2024Q2: 2,873 shares; 2024Q3: 227 shares 227 $96K 0.07% -2,646 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,910 shares; 2024Q2: 3,910 shares; 2024Q3: 391 shares 391 $96K 0.07% -3,519 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 434 shares; 2023Q2: 414 shares; 2023Q3: 389 shares; 2023Q4: 371 shares; 2024Q1: 371 shares; 2024Q2: 374 shares; 2024Q3: 90 shares 90 $94K 0.07% -284 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,370 shares; 2024Q1: 2,150 shares; 2024Q2: 11,065 shares; 2024Q3: 1,104 shares 1,104 $93K 0.07% -9,961 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; 2022Q4: restricted; 2023Q1: 4,308 shares; 2023Q2: 4,358 shares; 2023Q3: 4,330 shares; 2023Q4: 4,458 shares; 2024Q1: 4,356 shares; 2024Q2: 4,471 shares; 2024Q3: 456 shares 456 $92K 0.07% -4,015 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11,835 shares; 2023Q3: 10,785 shares; 2023Q4: 9,585 shares; 2024Q1: 9,085 shares; 2024Q2: 8,970 shares; 2024Q3: 885 shares 885 $91K 0.07% -8,085 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,877 shares; 2023Q2: 11,877 shares; 2023Q3: 11,877 shares; 2023Q4: 11,877 shares; 2024Q1: 11,877 shares; 2024Q2: 11,802 shares; 2024Q3: 1,180 shares 1,180 $91K 0.07% -10,622 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,607 shares; 2023Q2: 1,544 shares; 2023Q3: 1,575 shares; 2023Q4: 1,590 shares; 2024Q1: 1,620 shares; 2024Q2: 1,693 shares; 2024Q3: 174 shares 174 $90K 0.07% -1,519 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 207 shares; 2023Q2: 203 shares; 2023Q3: 202 shares; 2023Q4: 201 shares; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 20 shares 20 $88K 0.07% -190 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 5,783 shares; 2023Q3: 5,951 shares; 2023Q4: 6,477 shares; 2024Q1: 6,144 shares; 2024Q2: 6,144 shares; 2024Q3: 624 shares 624 $88K 0.07% -5,520 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,886 shares; 2023Q4: 28,030 shares; 2024Q1: 47,176 shares; 2024Q2: 31,074 shares; 2024Q3: 3,132 shares 3,132 $86K 0.06% -27,942 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 59,762 shares; 2023Q2: 59,730 shares; 2023Q3: 76,931 shares; 2023Q4: 78,635 shares; 2024Q1: 60,036 shares; 2024Q2: 56,382 shares; 2024Q3: 4,329 shares 4,329 $85K 0.06% -52,053 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 48,801 shares; 2023Q2: 49,975 shares; 2023Q3: 13,124 shares; 2023Q4: 14,376 shares; 2024Q1: 15,351 shares; 2024Q2: 16,343 shares; 2024Q3: 1,731 shares 1,731 $85K 0.06% -14,612 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,535 shares; 2024Q1: 6,885 shares; 2024Q2: 6,225 shares; 2024Q3: 607 shares 607 $84K 0.06% -5,618 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,990 shares; 2023Q2: 9,886 shares; 2023Q3: 9,886 shares; 2023Q4: 10,351 shares; 2024Q1: 10,789 shares; 2024Q2: 10,708 shares; 2024Q3: 1,015 shares 1,015 $84K 0.06% -9,693 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,272 shares 2,272 $83K 0.06% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 34,968 shares; 2023Q3: 35,826 shares; 2023Q4: 36,441 shares; 2024Q1: 34,783 shares; 2024Q2: 35,133 shares; 2024Q3: 3,587 shares 3,587 $83K 0.06% -31,546 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 61,100 shares; 2023Q2: not reported; 2023Q3: 46,400 shares; 2023Q4: 35,500 shares; 2024Q1: 25,300 shares; 2024Q2: 21,800 shares; 2024Q3: 2,080 shares 2,080 $82K 0.06% -19,720 IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,116 shares; 2023Q2: 2,151 shares; 2023Q3: 1,769 shares; 2023Q4: 1,774 shares; 2024Q1: 1,839 shares; 2024Q2: 1,730 shares; 2024Q3: 217 shares 217 $81K 0.06% -1,513 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,295 shares; 2023Q2: 8,645 shares; 2023Q3: 8,645 shares; 2023Q4: 10,730 shares; 2024Q1: 10,930 shares; 2024Q2: 9,880 shares; 2024Q3: 1,061 shares 1,061 $81K 0.06% -8,819 Timeline DUN & BRADSTREET HLDGS INC DUN & BRADSTREET HLDGS INC More: the full row for DUN & BRADSTREET HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 48,850 shares; 2023Q2: 64,450 shares; 2023Q3: 65,300 shares; 2023Q4: 98,400 shares; 2024Q1: 146,500 shares; 2024Q2: 201,860 shares; 2024Q3: 7,105 shares 7,105 $81K 0.06% -194,755 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,095 shares; 2023Q4: 8,333 shares; 2024Q1: 8,015 shares; 2024Q2: 10,278 shares; 2024Q3: 1,593 shares 1,593 $80K 0.06% -8,685 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,762 shares; 2024Q1: 10,214 shares; 2024Q2: 11,846 shares; 2024Q3: 1,272 shares 1,272 $80K 0.06% -10,574 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,626 shares; 2023Q2: 3,361 shares; 2023Q3: 3,406 shares; 2023Q4: 3,146 shares; 2024Q1: 3,161 shares; 2024Q2: 3,204 shares; 2024Q3: 320 shares 320 $79K 0.06% -2,884 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,900 shares; 2023Q2: 9,151 shares; 2023Q3: 8,076 shares; 2023Q4: 9,826 shares; 2024Q1: 12,925 shares; 2024Q2: 13,625 shares; 2024Q3: 1,340 shares 1,340 $79K 0.06% -12,285 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,890 shares; 2023Q2: 2,890 shares; 2023Q3: 2,860 shares; 2023Q4: 7,610 shares; 2024Q1: 7,760 shares; 2024Q2: 7,760 shares; 2024Q3: 793 shares 793 $78K 0.06% -6,967 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,978 shares; 2023Q2: 9,862 shares; 2023Q3: 18,538 shares; 2023Q4: 13,289 shares; 2024Q1: 12,993 shares; 2024Q2: 12,993 shares; 2024Q3: 1,499 shares 1,499 $78K 0.06% -11,494 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,285 shares; 2023Q3: 8,285 shares; 2023Q4: 8,235 shares; 2024Q1: 8,235 shares; 2024Q2: 8,235 shares; 2024Q3: 823 shares 823 $78K 0.06% -7,412 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,181 shares; 2023Q2: 9,177 shares; 2023Q3: 8,919 shares; 2023Q4: 8,622 shares; 2024Q1: 8,338 shares; 2024Q2: 8,151 shares; 2024Q3: 639 shares 639 $77K 0.06% -7,512 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,791 shares; 2023Q2: 8,970 shares; 2023Q3: 9,738 shares; 2023Q4: 10,599 shares; 2024Q1: 9,725 shares; 2024Q2: 11,289 shares; 2024Q3: 1,155 shares 1,155 $77K 0.06% -10,134 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,000 shares; 2024Q2: 77,200 shares; 2024Q3: 7,800 shares 7,800 $77K 0.06% -69,400 GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,153 shares; 2023Q2: 14,681 shares; 2023Q3: 13,681 shares; 2023Q4: 17,231 shares; 2024Q1: 17,231 shares; 2024Q2: 16,981 shares; 2024Q3: 1,698 shares 1,698 $76K 0.06% -15,283 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,950 shares; 2024Q1: 5,204 shares; 2024Q2: 5,854 shares; 2024Q3: 750 shares 750 $76K 0.06% -5,104 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,433 shares; 2023Q2: 7,118 shares; 2023Q3: 6,875 shares; 2023Q4: 6,954 shares; 2024Q1: 7,321 shares; 2024Q2: 7,484 shares; 2024Q3: 558 shares 558 $75K 0.06% -6,926 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,992 shares; 2024Q2: 14,854 shares; 2024Q3: 1,529 shares 1,529 $75K 0.06% -13,325 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,565 shares; 2023Q2: 5,287 shares; 2023Q3: 6,126 shares; 2023Q4: 7,048 shares; 2024Q1: 7,648 shares; 2024Q2: 2,898 shares; 2024Q3: 302 shares 302 $75K 0.06% -2,596 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,595 shares; 2023Q2: 17,500 shares; 2023Q3: 17,225 shares; 2023Q4: 14,051 shares; 2024Q1: 13,804 shares; 2024Q2: 13,665 shares; 2024Q3: 1,159 shares 1,159 $75K 0.06% -12,506 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,289 shares; 2023Q2: 2,601 shares; 2023Q3: 2,214 shares; 2023Q4: 1,989 shares; 2024Q1: 1,896 shares; 2024Q2: 1,903 shares; 2024Q3: 177 shares 177 $75K 0.06% -1,726 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 16,814 shares; 2023Q3: 3,422 shares; 2023Q4: 3,144 shares; 2024Q1: 3,063 shares; 2024Q2: 3,063 shares; 2024Q3: 269 shares 269 $75K 0.06% -2,794 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,101 shares; 2023Q2: 9,857 shares; 2023Q3: 10,033 shares; 2023Q4: 8,646 shares; 2024Q1: 8,122 shares; 2024Q2: 9,058 shares; 2024Q3: 775 shares 775 $74K 0.05% -8,283 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 341 shares; 2023Q3: 351 shares; 2023Q4: 303 shares; 2024Q1: 303 shares; 2024Q2: 516 shares; 2024Q3: 70 shares 70 $74K 0.05% -446 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,217 shares; 2023Q3: 5,671 shares; 2023Q4: 5,714 shares; 2024Q1: 5,689 shares; 2024Q2: 5,489 shares; 2024Q3: 551 shares 551 $74K 0.05% -4,938 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,835 shares; 2023Q2: 4,860 shares; 2023Q3: 4,861 shares; 2023Q4: 5,780 shares; 2024Q1: 5,861 shares; 2024Q2: 6,117 shares; 2024Q3: 641 shares 641 $73K 0.05% -5,476 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,096 shares; 2023Q2: 5,763 shares; 2023Q3: 6,040 shares; 2023Q4: 6,410 shares; 2024Q1: 6,634 shares; 2024Q2: 7,094 shares; 2024Q3: 803 shares 803 $73K 0.05% -6,291 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,150 shares; 2024Q2: 2,305 shares; 2024Q3: 220 shares 220 $71K 0.05% -2,085 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26,418 shares; 2023Q2: 25,993 shares; 2023Q3: 27,539 shares; 2023Q4: 27,468 shares; 2024Q1: 26,034 shares; 2024Q2: 28,065 shares; 2024Q3: 2,473 shares 2,473 $71K 0.05% -25,592 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,526 shares; 2023Q2: 14,201 shares; 2023Q3: 14,186 shares; 2023Q4: 9,987 shares; 2024Q1: 8,890 shares; 2024Q2: 8,076 shares; 2024Q3: 804 shares 804 $71K 0.05% -7,272 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,700 shares; 2024Q1: 22,350 shares; 2024Q2: 22,850 shares; 2024Q3: 2,350 shares 2,350 $71K 0.05% -20,500 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 43,651 shares; 2023Q2: 40,366 shares; 2023Q3: 35,221 shares; 2023Q4: 32,840 shares; 2024Q1: 33,188 shares; 2024Q2: 35,433 shares; 2024Q3: 3,192 shares 3,192 $70K 0.05% -32,241 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; 2022Q4: restricted; 2023Q1: 1,497 shares; 2023Q2: 1,568 shares; 2023Q3: 1,916 shares; 2023Q4: 1,769 shares; 2024Q1: 1,946 shares; 2024Q2: 2,199 shares; 2024Q3: 250 shares 250 $70K 0.05% -1,949 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,763 shares; 2023Q3: 6,491 shares; 2023Q4: 6,491 shares; 2024Q1: 5,285 shares; 2024Q2: 5,285 shares; 2024Q3: 528 shares 528 $70K 0.05% -4,757 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,790 shares; 2024Q2: 8,625 shares; 2024Q3: 941 shares 941 $70K 0.05% -7,684 Timeline HUMANA INC HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 200 shares 200 $70K 0.05% -1,300 MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,212 shares; 2023Q2: 5,271 shares; 2023Q3: 4,730 shares; 2023Q4: 4,622 shares; 2024Q1: 5,667 shares; 2024Q2: 6,132 shares; 2024Q3: 727 shares 727 $69K 0.05% -5,405 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,642 shares; 2023Q2: 5,628 shares; 2023Q3: 5,603 shares; 2023Q4: 7,224 shares; 2024Q1: 7,601 shares; 2024Q2: 7,838 shares; 2024Q3: 740 shares 740 $69K 0.05% -7,098 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,842 shares; 2023Q2: 9,998 shares; 2023Q3: 11,478 shares; 2023Q4: 9,903 shares; 2024Q1: 10,750 shares; 2024Q2: 10,786 shares; 2024Q3: 1,153 shares 1,153 $68K 0.05% -9,633 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,556 shares; 2023Q2: 2,539 shares; 2023Q3: 2,548 shares; 2023Q4: 2,558 shares; 2024Q1: 2,568 shares; 2024Q2: 2,578 shares; 2024Q3: 486 shares 486 $68K 0.05% -2,092 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,450 shares; 2024Q2: 7,500 shares; 2024Q3: 1,255 shares 1,255 $68K 0.05% -6,245 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,800 shares; 2023Q2: 4,940 shares; 2023Q3: 4,940 shares; 2023Q4: 4,740 shares; 2024Q1: 3,782 shares; 2024Q2: 3,490 shares; 2024Q3: 444 shares 444 $66K 0.05% -3,046 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,784 shares; 2023Q2: 7,355 shares; 2023Q3: 22,877 shares; 2023Q4: 6,833 shares; 2024Q1: 3,104 shares; 2024Q2: 3,329 shares; 2024Q3: 670 shares 670 $65K 0.05% -2,659 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 71,535 shares; 2023Q2: 18,570 shares; 2023Q3: 14,970 shares; 2023Q4: 14,620 shares; 2024Q1: 12,020 shares; 2024Q2: 12,490 shares; 2024Q3: 1,115 shares 1,115 $65K 0.05% -11,375 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,000 shares; 2024Q2: 9,450 shares; 2024Q3: 1,330 shares 1,330 $65K 0.05% -8,120 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,905 shares; 2023Q2: 1,755 shares; 2023Q3: 1,720 shares; 2023Q4: 1,670 shares; 2024Q1: 1,650 shares; 2024Q2: 1,625 shares; 2024Q3: 162 shares 162 $64K 0.05% -1,463 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,290 shares; 2024Q1: 6,440 shares; 2024Q2: 5,400 shares; 2024Q3: 520 shares 520 $64K 0.05% -4,880 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,879 shares; 2023Q2: 7,602 shares; 2023Q3: 7,530 shares; 2023Q4: 7,456 shares; 2024Q1: 7,540 shares; 2024Q2: 7,591 shares; 2024Q3: 857 shares 857 $63K 0.05% -6,734 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,050 shares; 2024Q2: 5,500 shares; 2024Q3: 534 shares 534 $63K 0.05% -4,966 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,364 shares; 2023Q2: 6,114 shares; 2023Q3: 7,577 shares; 2023Q4: 9,282 shares; 2024Q1: 9,594 shares; 2024Q2: 10,444 shares; 2024Q3: 971 shares 971 $62K 0.05% -9,473 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,878 shares; 2023Q2: 7,405 shares; 2023Q3: 7,562 shares; 2023Q4: 7,165 shares; 2024Q1: 7,373 shares; 2024Q2: 7,906 shares; 2024Q3: 795 shares 795 $62K 0.05% -7,111 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,291 shares 1,291 $62K 0.05% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,513 shares; 2023Q2: 3,542 shares; 2023Q3: 3,560 shares; 2023Q4: 3,586 shares; 2024Q1: 3,520 shares; 2024Q2: 4,479 shares; 2024Q3: 452 shares 452 $62K 0.05% -4,027 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,129 shares; 2023Q2: 1,120 shares; 2023Q3: 1,010 shares; 2023Q4: 1,050 shares; 2024Q1: 1,010 shares; 2024Q2: 1,029 shares; 2024Q3: 104 shares 104 $62K 0.05% -925 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,028 shares; 2023Q2: 12,861 shares; 2023Q3: 12,520 shares; 2023Q4: 11,984 shares; 2024Q1: 9,176 shares; 2024Q2: 7,434 shares; 2024Q3: 642 shares 642 $61K 0.05% -6,792 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 110 shares; 2023Q3: 174 shares; 2023Q4: 129 shares; 2024Q1: 130 shares; 2024Q2: 7,150 shares; 2024Q3: 1,044 shares 1,044 $60K 0.04% -6,106 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,290 shares; 2023Q3: 4,290 shares; 2023Q4: 2,292 shares; 2024Q1: 2,292 shares; 2024Q2: 2,292 shares; 2024Q3: 559 shares 559 $60K 0.04% -1,733 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,285 shares; 2023Q2: 1,335 shares; 2023Q3: 1,545 shares; 2023Q4: 1,788 shares; 2024Q1: 1,988 shares; 2024Q2: 2,039 shares; 2024Q3: 222 shares 222 $60K 0.04% -1,817 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,823 shares; 2023Q2: 2,230 shares; 2023Q3: 2,273 shares; 2023Q4: 2,021 shares; 2024Q1: 2,243 shares; 2024Q2: 2,250 shares; 2024Q3: 268 shares 268 $60K 0.04% -1,982 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,479 shares; 2024Q3: 728 shares 728 $59K 0.04% -2,751 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 680 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 780 shares; 2024Q2: 960 shares; 2024Q3: 115 shares 115 $58K 0.04% -845 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,503 shares; 2023Q2: 3,493 shares; 2023Q3: 3,308 shares; 2023Q4: 3,328 shares; 2024Q1: 3,238 shares; 2024Q2: 3,228 shares; 2024Q3: 326 shares 326 $58K 0.04% -2,902 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,873 shares; 2023Q2: 1,873 shares; 2023Q3: 1,873 shares; 2023Q4: 1,952 shares; 2024Q1: 1,957 shares; 2024Q2: 2,173 shares; 2024Q3: 248 shares 248 $58K 0.04% -1,925 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,146 shares; 2024Q1: 1,871 shares; 2024Q2: 1,871 shares; 2024Q3: 328 shares 328 $58K 0.04% -1,543 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,610 shares; 2023Q2: 7,500 shares; 2023Q3: 6,026 shares; 2023Q4: 5,795 shares; 2024Q1: 5,764 shares; 2024Q2: 5,775 shares; 2024Q3: 488 shares 488 $57K 0.04% -5,287 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,584 shares; 2023Q2: 4,499 shares; 2023Q3: 4,499 shares; 2023Q4: 4,493 shares; 2024Q1: 4,486 shares; 2024Q2: 4,486 shares; 2024Q3: 498 shares 498 $57K 0.04% -3,988 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,037 shares; 2023Q3: 9,033 shares; 2023Q4: 9,033 shares; 2024Q1: 9,718 shares; 2024Q2: 9,979 shares; 2024Q3: 907 shares 907 $56K 0.04% -9,072 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 50,000 shares; 2023Q2: 50,000 shares; 2023Q3: 50,000 shares; 2023Q4: 50,000 shares; 2024Q1: 50,000 shares; 2024Q2: 50,000 shares; 2024Q3: 5,000 shares 5,000 $56K 0.04% -45,000 Timeline DIVI 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,692 shares 1,692 $56K 0.04% new Timeline BAXTER INTL INC BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,520 shares 1,520 $56K 0.04% new LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: 1,584 shares; 2023Q4: 2,349 shares; 2024Q1: 2,569 shares; 2024Q2: 2,709 shares; 2024Q3: 205 shares 205 $54K 0.04% -2,504 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,320 shares; 2023Q3: 4,450 shares; 2023Q4: 3,615 shares; 2024Q1: 3,670 shares; 2024Q2: 3,555 shares; 2024Q3: 368 shares 368 $54K 0.04% -3,187 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,274 shares; 2023Q2: 7,965 shares; 2023Q3: 8,011 shares; 2023Q4: 7,663 shares; 2024Q1: 7,465 shares; 2024Q2: 6,538 shares; 2024Q3: 685 shares 685 $53K 0.04% -5,853 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,563 shares; 2023Q2: 3,563 shares; 2023Q3: 3,513 shares; 2023Q4: 3,429 shares; 2024Q1: 3,229 shares; 2024Q2: 3,159 shares; 2024Q3: 315 shares 315 $53K 0.04% -2,844 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,686 shares; 2024Q1: 1,800 shares; 2024Q2: 1,890 shares; 2024Q3: 189 shares 189 $52K 0.04% -1,701 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,017 shares; 2023Q2: 9,963 shares; 2023Q3: 11,503 shares; 2023Q4: 40,561 shares; 2024Q1: 11,833 shares; 2024Q2: 11,672 shares; 2024Q3: 1,152 shares 1,152 $52K 0.04% -10,520 Timeline CITIGROUP INC CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,800 shares; 2024Q3: 800 shares 800 $52K 0.04% -6,000 GNE GENIE ENERGY LTD More: the full row for GENIE ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 26,781 shares; 2023Q3: 30,385 shares; 2023Q4: 33,054 shares; 2024Q1: 32,884 shares; 2024Q2: 31,645 shares; 2024Q3: 3,164 shares 3,164 $51K 0.04% -28,481 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,157 shares 1,157 $50K 0.04% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,063 shares; 2023Q2: 1,921 shares; 2023Q3: 1,982 shares; 2023Q4: 1,794 shares; 2024Q1: 1,756 shares; 2024Q2: 2,026 shares; 2024Q3: 288 shares 288 $50K 0.04% -1,738 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,465 shares; 2023Q3: not reported; 2023Q4: 3,221 shares; 2024Q1: 3,222 shares; 2024Q2: 3,222 shares; 2024Q3: 354 shares 354 $50K 0.04% -2,868 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,545 shares; 2023Q3: 4,095 shares; 2023Q4: 6,340 shares; 2024Q1: 7,335 shares; 2024Q2: 2,230 shares; 2024Q3: 210 shares 210 $50K 0.04% -2,020 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,600 shares; 2024Q3: 1,210 shares 1,210 $50K 0.04% -6,390 AEROVIRONMENT INC AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 290 shares 290 $50K 0.04% new BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares 60 $50K 0.04% new NEWMONT CORP NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,400 shares; 2024Q3: 1,040 shares 1,040 $49K 0.04% -7,360 GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,612 shares; 2023Q2: 14,831 shares; 2023Q3: 14,195 shares; 2023Q4: 14,026 shares; 2024Q1: 13,247 shares; 2024Q2: 13,247 shares; 2024Q3: 1,192 shares 1,192 $48K 0.04% -12,055 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,764 shares; 2023Q2: 2,764 shares; 2023Q3: 2,964 shares; 2023Q4: 2,764 shares; 2024Q1: 2,764 shares; 2024Q2: 2,730 shares; 2024Q3: 273 shares 273 $48K 0.04% -2,457 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 23,025 shares; 2023Q2: 26,068 shares; 2023Q3: 24,395 shares; 2023Q4: 28,973 shares; 2024Q1: 29,189 shares; 2024Q2: 30,221 shares; 2024Q3: 3,046 shares 3,046 $48K 0.04% -27,175 Timeline GOLDMAN SACHS GROUP INC GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,900 shares; 2023Q2: 12,300 shares; 2023Q3: 7,600 shares; 2023Q4: 4,700 shares; 2024Q1: 2,700 shares; 2024Q2: 2,100 shares; 2024Q3: 150 shares 150 $48K 0.04% -1,950 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,239 shares; 2023Q2: 3,932 shares; 2023Q3: 4,690 shares; 2023Q4: 5,626 shares; 2024Q1: 3,155 shares; 2024Q2: 3,205 shares; 2024Q3: 313 shares 313 $47K 0.03% -2,892 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,192 shares; 2023Q2: 8,205 shares; 2023Q3: 8,219 shares; 2023Q4: 6,546 shares; 2024Q1: 6,357 shares; 2024Q2: 6,453 shares; 2024Q3: 646 shares 646 $47K 0.03% -5,807 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,853 shares; 2023Q3: 3,855 shares; 2023Q4: 4,539 shares; 2024Q1: 4,541 shares; 2024Q2: 4,243 shares; 2024Q3: 490 shares 490 $47K 0.03% -3,753 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 38,943 shares; 2023Q2: 39,593 shares; 2023Q3: 40,741 shares; 2023Q4: 40,100 shares; 2024Q1: 40,780 shares; 2024Q2: 42,391 shares; 2024Q3: 1,927 shares 1,927 $47K 0.03% -40,464 Timeline PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,800 shares 1,800 $47K 0.03% new GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,813 shares; 2023Q2: 13,659 shares; 2023Q3: 13,367 shares; 2023Q4: 16,988 shares; 2024Q1: 5,492 shares; 2024Q2: 5,550 shares; 2024Q3: 548 shares 548 $46K 0.03% -5,002 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 371 shares; 2024Q2: 436 shares; 2024Q3: 55 shares 55 $46K 0.03% -381 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,874 shares; 2024Q1: 1,974 shares; 2024Q2: 1,974 shares; 2024Q3: 197 shares 197 $46K 0.03% -1,777 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,759 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,628 shares; 2024Q1: 3,338 shares; 2024Q2: 3,365 shares; 2024Q3: 392 shares 392 $46K 0.03% -2,973 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 86,400 shares; 2024Q2: not reported; 2024Q3: 10,925 shares 10,925 $46K 0.03% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,791 shares; 2023Q3: 3,536 shares; 2023Q4: 3,641 shares; 2024Q1: 3,379 shares; 2024Q2: 3,128 shares; 2024Q3: 278 shares 278 $46K 0.03% -2,850 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,274 shares; 2024Q1: 21,274 shares; 2024Q2: 21,274 shares; 2024Q3: 2,127 shares 2,127 $46K 0.03% -19,147 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 357 shares 357 $46K 0.03% new Timeline CORE LABORATORIES INC CORE LABORATORIES INC More: the full row for CORE LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,300 shares; 2024Q3: 2,130 shares 2,130 $46K 0.03% -23,170 IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,881 shares; 2023Q2: 1,594 shares; 2023Q3: not reported; 2023Q4: 2,093 shares; 2024Q1: 2,053 shares; 2024Q2: 2,178 shares; 2024Q3: 205 shares 205 $45K 0.03% -1,973 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 47,317 shares; 2023Q3: 44,988 shares; 2023Q4: 39,314 shares; 2024Q1: 18,308 shares; 2024Q2: 7,357 shares; 2024Q3: 787 shares 787 $45K 0.03% -6,570 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,926 shares; 2023Q2: 9,822 shares; 2023Q3: 7,830 shares; 2023Q4: 4,906 shares; 2024Q1: 4,827 shares; 2024Q2: 5,150 shares; 2024Q3: 463 shares 463 $45K 0.03% -4,687 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,576 shares; 2023Q2: 12,742 shares; 2023Q3: 12,810 shares; 2023Q4: 12,431 shares; 2024Q1: 12,280 shares; 2024Q2: 12,215 shares; 2024Q3: 807 shares 807 $45K 0.03% -11,408 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,633 shares; 2023Q2: 3,658 shares; 2023Q3: 3,680 shares; 2023Q4: 3,703 shares; 2024Q1: 3,195 shares; 2024Q2: 3,216 shares; 2024Q3: 336 shares 336 $45K 0.03% -2,880 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,594 shares; 2023Q2: 58,214 shares; 2023Q3: 9,311 shares; 2023Q4: 7,689 shares; 2024Q1: 8,188 shares; 2024Q2: 8,198 shares; 2024Q3: 982 shares 982 $45K 0.03% -7,216 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 80,996 shares; 2023Q2: 69,289 shares; 2023Q3: 55,701 shares; 2023Q4: 48,708 shares; 2024Q1: 45,134 shares; 2024Q2: 47,690 shares; 2024Q3: 4,268 shares 4,268 $45K 0.03% -43,422 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,586 shares; 2023Q2: 19,688 shares; 2023Q3: 28,254 shares; 2023Q4: 4,610 shares; 2024Q1: 6,149 shares; 2024Q2: 6,594 shares; 2024Q3: 1,159 shares 1,159 $45K 0.03% -5,435 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,832 shares; 2024Q1: 7,832 shares; 2024Q2: 7,833 shares; 2024Q3: 786 shares 786 $45K 0.03% -7,047 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,290 shares; 2023Q2: 3,790 shares; 2023Q3: not reported; 2023Q4: 5,965 shares; 2024Q1: 5,850 shares; 2024Q2: 6,150 shares; 2024Q3: 635 shares 635 $45K 0.03% -5,515 Timeline SPDR SERIES TRUST SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 17,600 shares; 2023Q3: 15,800 shares; 2023Q4: 11,000 shares; 2024Q1: 11,000 shares; 2024Q2: 11,000 shares; 2024Q3: 1,040 shares 1,040 $45K 0.03% -9,960 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 672 shares; 2023Q3: 628 shares; 2023Q4: 578 shares; 2024Q1: 635 shares; 2024Q2: 786 shares; 2024Q3: 90 shares 90 $44K 0.03% -696 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 37,309 shares; 2023Q2: 36,749 shares; 2023Q3: 35,477 shares; 2023Q4: 44,406 shares; 2024Q1: 60,956 shares; 2024Q2: 63,556 shares; 2024Q3: 5,381 shares 5,381 $44K 0.03% -58,175 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,856 shares; 2024Q1: 3,211 shares; 2024Q2: 2,861 shares; 2024Q3: 276 shares 276 $44K 0.03% -2,585 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,155 shares; 2024Q2: 4,459 shares; 2024Q3: 814 shares 814 $43K 0.03% -3,645 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 822 shares; 2023Q2: 822 shares; 2023Q3: 822 shares; 2023Q4: 822 shares; 2024Q1: 742 shares; 2024Q2: 742 shares; 2024Q3: 74 shares 74 $43K 0.03% -668 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 34,212 shares; 2023Q2: 29,362 shares; 2023Q3: 26,562 shares; 2023Q4: 21,662 shares; 2024Q1: 17,057 shares; 2024Q2: 13,157 shares; 2024Q3: 1,301 shares 1,301 $43K 0.03% -11,856 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,925 shares; 2024Q1: 12,400 shares; 2024Q2: 12,400 shares; 2024Q3: 1,240 shares 1,240 $43K 0.03% -11,160 Timeline SLB LIMITED SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33,400 shares; 2023Q2: 30,000 shares; 2023Q3: 15,200 shares; 2023Q4: 6,200 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 980 shares 980 $43K 0.03% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 9,881 shares; 2023Q3: 6,807 shares; 2023Q4: 6,150 shares; 2024Q1: 5,748 shares; 2024Q2: 5,989 shares; 2024Q3: 530 shares 530 $42K 0.03% -5,459 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,315 shares; 2023Q2: 10,338 shares; 2023Q3: 10,350 shares; 2023Q4: 9,747 shares; 2024Q1: 8,672 shares; 2024Q2: 8,708 shares; 2024Q3: 871 shares 871 $42K 0.03% -7,837 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,619 shares; 2023Q3: 4,498 shares; 2023Q4: 4,498 shares; 2024Q1: 4,498 shares; 2024Q2: 4,603 shares; 2024Q3: 446 shares 446 $41K 0.03% -4,157 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,503 shares; 2023Q2: 4,504 shares; 2023Q3: 4,528 shares; 2023Q4: 4,854 shares; 2024Q1: 4,860 shares; 2024Q2: 4,811 shares; 2024Q3: 511 shares 511 $41K 0.03% -4,300 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 477 shares; 2023Q2: 500 shares; 2023Q3: 455 shares; 2023Q4: 754 shares; 2024Q1: 861 shares; 2024Q2: 891 shares; 2024Q3: 78 shares 78 $41K 0.03% -813 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 208 shares 208 $41K 0.03% new Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,905 shares 1,905 $41K 0.03% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,734 shares; 2024Q1: 3,122 shares; 2024Q2: 2,498 shares; 2024Q3: 164 shares 164 $40K 0.03% -2,334 Timeline NEWMONT CORP NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares; 2024Q1: 17,000 shares; 2024Q2: 14,500 shares; 2024Q3: 1,120 shares 1,120 $40K 0.03% -13,380 PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,557 shares; 2023Q2: 4,561 shares; 2023Q3: 4,787 shares; 2023Q4: 4,355 shares; 2024Q1: 4,377 shares; 2024Q2: 4,402 shares; 2024Q3: 440 shares 440 $39K 0.03% -3,962 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,466 shares; 2023Q3: 7,652 shares; 2023Q4: 7,783 shares; 2024Q1: 7,547 shares; 2024Q2: 7,634 shares; 2024Q3: 780 shares 780 $39K 0.03% -6,854 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,760 shares; 2023Q2: 10,939 shares; 2023Q3: 11,908 shares; 2023Q4: 11,716 shares; 2024Q1: 11,409 shares; 2024Q2: 11,499 shares; 2024Q3: 862 shares 862 $38K 0.03% -10,637 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 815 shares 815 $38K 0.03% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,035 shares; 2024Q3: 164 shares 164 $37K 0.03% -871 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 162 shares 162 $37K 0.03% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,150 shares; 2023Q3: not reported; 2023Q4: 5,780 shares; 2024Q1: 5,980 shares; 2024Q2: 6,130 shares; 2024Q3: 593 shares 593 $37K 0.03% -5,537 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 508 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 504 shares; 2024Q1: 434 shares; 2024Q2: 588 shares; 2024Q3: 69 shares 69 $36K 0.03% -519 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,399 shares; 2023Q2: 14,836 shares; 2023Q3: 14,611 shares; 2023Q4: 6,641 shares; 2024Q1: 4,364 shares; 2024Q2: 4,173 shares; 2024Q3: 332 shares 332 $36K 0.03% -3,841 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,550 shares; 2024Q1: 5,550 shares; 2024Q2: 5,550 shares; 2024Q3: 660 shares 660 $36K 0.03% -4,890 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,328 shares; 2024Q3: 466 shares 466 $36K 0.03% -3,862 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,557 shares; 2023Q3: 7,763 shares; 2023Q4: 8,190 shares; 2024Q1: 16,533 shares; 2024Q2: 16,502 shares; 2024Q3: 225 shares 225 $36K 0.03% -16,277 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 721 shares; 2023Q3: 1,231 shares; 2023Q4: 928 shares; 2024Q1: not reported; 2024Q2: 1,549 shares; 2024Q3: 135 shares 135 $36K 0.03% -1,414 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 21,022 shares; 2023Q2: 17,772 shares; 2023Q3: 16,872 shares; 2023Q4: 14,722 shares; 2024Q1: 11,472 shares; 2024Q2: 11,472 shares; 2024Q3: 1,027 shares 1,027 $36K 0.03% -10,445 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,307 shares; 2023Q2: 6,054 shares; 2023Q3: 6,157 shares; 2023Q4: 6,207 shares; 2024Q1: 6,321 shares; 2024Q2: 6,366 shares; 2024Q3: 788 shares 788 $36K 0.03% -5,578 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,038 shares; 2023Q3: 8,038 shares; 2023Q4: 8,038 shares; 2024Q1: 8,038 shares; 2024Q2: 8,038 shares; 2024Q3: 803 shares 803 $36K 0.03% -7,235 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,980 shares; 2024Q1: 3,295 shares; 2024Q2: 3,125 shares; 2024Q3: 311 shares 311 $35K 0.03% -2,814 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,285 shares; 2023Q2: 4,678 shares; 2023Q3: 4,475 shares; 2023Q4: 4,543 shares; 2024Q1: 4,060 shares; 2024Q2: 3,958 shares; 2024Q3: 398 shares 398 $35K 0.03% -3,560 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,774 shares; 2023Q2: 2,747 shares; 2023Q3: 2,748 shares; 2023Q4: 2,757 shares; 2024Q1: 2,759 shares; 2024Q2: 2,760 shares; 2024Q3: 276 shares 276 $35K 0.03% -2,484 Timeline ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,500 shares; 2023Q2: 5,200 shares; 2023Q3: 3,900 shares; 2023Q4: 1,800 shares; 2024Q1: 1,500 shares; 2024Q2: 1,400 shares; 2024Q3: 130 shares 130 $35K 0.03% -1,270 HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,649 shares; 2023Q2: 3,885 shares; 2023Q3: 5,167 shares; 2023Q4: 6,251 shares; 2024Q1: 1,778 shares; 2024Q2: 1,835 shares; 2024Q3: 179 shares 179 $34K 0.03% -1,656 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,361 shares; 2024Q1: 2,447 shares; 2024Q2: 2,462 shares; 2024Q3: 260 shares 260 $34K 0.03% -2,202 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,125 shares; 2023Q2: 4,255 shares; 2023Q3: 4,320 shares; 2023Q4: 4,585 shares; 2024Q1: 5,440 shares; 2024Q2: 5,730 shares; 2024Q3: 418 shares 418 $34K 0.03% -5,312 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 170 shares; 2024Q2: 176 shares; 2024Q3: 17 shares 17 $34K 0.03% -159 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,323 shares; 2024Q1: 2,318 shares; 2024Q2: 2,603 shares; 2024Q3: 303 shares 303 $34K 0.03% -2,300 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,544 shares; 2023Q2: 4,926 shares; 2023Q3: 4,552 shares; 2023Q4: 4,010 shares; 2024Q1: 4,033 shares; 2024Q2: 4,499 shares; 2024Q3: 218 shares 218 $34K 0.03% -4,281 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,976 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,002 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 353 shares 353 $34K 0.03% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,519 shares; 2024Q2: 2,344 shares; 2024Q3: 354 shares 354 $34K 0.03% -1,990 Timeline DISNEY WALT CO DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 400 shares 400 $34K 0.03% new CHUBB LIMITED CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 140 shares 140 $34K 0.03% new LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 19,345 shares; 2023Q2: 4,730 shares; 2023Q3: 4,406 shares; 2023Q4: 2,505 shares; 2024Q1: 2,514 shares; 2024Q2: 2,550 shares; 2024Q3: 298 shares 298 $33K 0.02% -2,252 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33,005 shares; 2023Q2: 25,481 shares; 2023Q3: 20,912 shares; 2023Q4: 11,008 shares; 2024Q1: 6,408 shares; 2024Q2: 4,115 shares; 2024Q3: 365 shares 365 $33K 0.02% -3,750 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 784 shares; 2023Q2: 785 shares; 2023Q3: not reported; 2023Q4: 758 shares; 2024Q1: 709 shares; 2024Q2: 870 shares; 2024Q3: 93 shares 93 $33K 0.02% -777 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 183,600 shares; 2024Q3: 2,270 shares 2,270 $33K 0.02% -181,330 CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,161 shares; 2023Q2: 981 shares; 2023Q3: 977 shares; 2023Q4: 984 shares; 2024Q1: 984 shares; 2024Q2: 969 shares; 2024Q3: 94 shares 94 $32K 0.02% -875 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,718 shares; 2023Q2: 4,719 shares; 2023Q3: 4,377 shares; 2023Q4: 4,329 shares; 2024Q1: 4,330 shares; 2024Q2: 4,332 shares; 2024Q3: 439 shares 439 $32K 0.02% -3,893 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,820 shares; 2023Q3: 4,457 shares; 2023Q4: 3,571 shares; 2024Q1: 3,871 shares; 2024Q2: 4,000 shares; 2024Q3: 426 shares 426 $32K 0.02% -3,574 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 503 shares; 2024Q1: 504 shares; 2024Q2: 530 shares; 2024Q3: 53 shares 53 $32K 0.02% -477 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 21,644 shares; 2023Q2: 31,679 shares; 2023Q3: 32,218 shares; 2023Q4: 31,312 shares; 2024Q1: 34,652 shares; 2024Q2: 38,397 shares; 2024Q3: 3,718 shares 3,718 $32K 0.02% -34,679 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,333 shares; 2023Q2: 33,072 shares; 2023Q3: 33,585 shares; 2023Q4: 32,230 shares; 2024Q1: 36,003 shares; 2024Q2: 38,525 shares; 2024Q3: 3,590 shares 3,590 $32K 0.02% -34,935 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,500 shares; 2024Q3: 1,127 shares 1,127 $32K 0.02% -8,373 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 14,046 shares; 2023Q3: 14,067 shares; 2023Q4: 15,858 shares; 2024Q1: 12,378 shares; 2024Q2: 14,028 shares; 2024Q3: 1,404 shares 1,404 $32K 0.02% -12,624 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11,872 shares; 2023Q3: 11,872 shares; 2023Q4: 12,572 shares; 2024Q1: 10,572 shares; 2024Q2: 9,372 shares; 2024Q3: 937 shares 937 $32K 0.02% -8,435 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 40,000 shares; 2024Q1: 50,000 shares; 2024Q2: 50,000 shares; 2024Q3: 5,000 shares 5,000 $32K 0.02% -45,000 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,665 shares; 2024Q1: 4,766 shares; 2024Q2: 4,771 shares; 2024Q3: 446 shares 446 $31K 0.02% -4,325 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,638 shares; 2023Q2: 1,439 shares; 2023Q3: 1,310 shares; 2023Q4: 1,311 shares; 2024Q1: 1,133 shares; 2024Q2: 1,371 shares; 2024Q3: 118 shares 118 $31K 0.02% -1,253 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; 2022Q4: restricted; 2023Q1: 2,383 shares; 2023Q2: 2,813 shares; 2023Q3: not reported; 2023Q4: 855 shares; 2024Q1: 1,031 shares; 2024Q2: 1,114 shares; 2024Q3: 104 shares 104 $31K 0.02% -1,010 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 55,937 shares; 2023Q2: 56,516 shares; 2023Q3: 53,050 shares; 2023Q4: 50,067 shares; 2024Q1: 49,727 shares; 2024Q2: 48,021 shares; 2024Q3: 4,781 shares 4,781 $31K 0.02% -43,240 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; 2022Q4: restricted; 2023Q1: 10,895 shares; 2023Q2: 7,161 shares; 2023Q3: 6,562 shares; 2023Q4: 6,620 shares; 2024Q1: 6,621 shares; 2024Q2: 6,697 shares; 2024Q3: 688 shares 688 $31K 0.02% -6,009 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,547 shares; 2024Q1: 5,441 shares; 2024Q2: 5,441 shares; 2024Q3: 534 shares 534 $31K 0.02% -4,907 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,274 shares; 2023Q2: 4,846 shares; 2023Q3: 4,597 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 243 shares 243 $30K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 529 shares; 2023Q3: 529 shares; 2023Q4: 529 shares; 2024Q1: 529 shares; 2024Q2: 530 shares; 2024Q3: 53 shares 53 $30K 0.02% -477 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,656 shares; 2023Q3: 3,015 shares; 2023Q4: 3,257 shares; 2024Q1: 3,099 shares; 2024Q2: 3,072 shares; 2024Q3: 314 shares 314 $30K 0.02% -2,758 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 217 shares 217 $30K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 65 shares 65 $30K 0.02% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,345 shares; 2023Q2: 2,350 shares; 2023Q3: not reported; 2023Q4: 3,004 shares; 2024Q1: 3,103 shares; 2024Q2: 2,696 shares; 2024Q3: 338 shares 338 $30K 0.02% -2,358 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,153 shares; 2023Q2: 8,520 shares; 2023Q3: 83,182 shares; 2023Q4: 82,134 shares; 2024Q1: 7,381 shares; 2024Q2: 10,038 shares; 2024Q3: 932 shares 932 $30K 0.02% -9,106 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,083 shares; 2024Q3: 647 shares 647 $30K 0.02% -436 Timeline SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 48,300 shares; 2023Q3: 31,300 shares; 2023Q4: 16,800 shares; 2024Q1: 14,500 shares; 2024Q2: not reported; 2024Q3: 900 shares 900 $30K 0.02% new INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 405 shares; 2023Q4: 436 shares; 2024Q1: 436 shares; 2024Q2: 443 shares; 2024Q3: 46 shares 46 $29K 0.02% -397 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,456 shares; 2023Q2: 1,453 shares; 2023Q3: 1,538 shares; 2023Q4: 1,394 shares; 2024Q1: 1,795 shares; 2024Q2: 1,808 shares; 2024Q3: 217 shares 217 $29K 0.02% -1,591 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,400 shares; 2023Q3: 2,400 shares; 2023Q4: 2,225 shares; 2024Q1: 2,325 shares; 2024Q2: 2,675 shares; 2024Q3: 267 shares 267 $29K 0.02% -2,408 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,846 shares; 2024Q2: 1,904 shares; 2024Q3: 184 shares 184 $29K 0.02% -1,720 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,750 shares; 2024Q1: 3,750 shares; 2024Q2: 3,700 shares; 2024Q3: 370 shares 370 $29K 0.02% -3,330 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,241 shares 1,241 $29K 0.02% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,950 shares; 2024Q2: 3,350 shares; 2024Q3: 345 shares 345 $29K 0.02% -3,005 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,823 shares; 2023Q2: 9,621 shares; 2023Q3: 9,739 shares; 2023Q4: 9,857 shares; 2024Q1: 9,981 shares; 2024Q2: 10,113 shares; 2024Q3: 1,024 shares 1,024 $29K 0.02% -9,089 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 13,447 shares; 2023Q3: 13,447 shares; 2023Q4: 13,447 shares; 2024Q1: 13,447 shares; 2024Q2: 13,447 shares; 2024Q3: 1,344 shares 1,344 $29K 0.02% -12,103 SOUTHWESTERN ENERGY CO SOUTHWESTERN ENERGY CO More: the full row for SOUTHWESTERN ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 38,250 shares; 2024Q2: 33,250 shares; 2024Q3: 4,075 shares 4,075 $29K 0.02% -29,175 ZURN ELKAY WATER SOLNS CORP ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 850 shares 850 $29K 0.02% new NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,123 shares; 2023Q2: 6,870 shares; 2023Q3: 6,302 shares; 2023Q4: 5,788 shares; 2024Q1: 5,447 shares; 2024Q2: 4,479 shares; 2024Q3: 325 shares 325 $28K 0.02% -4,154 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; 2022Q4: restricted; 2023Q1: 1,315 shares; 2023Q2: 1,318 shares; 2023Q3: 1,321 shares; 2023Q4: 1,300 shares; 2024Q1: 1,274 shares; 2024Q2: 1,290 shares; 2024Q3: 116 shares 116 $28K 0.02% -1,174 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,217 shares; 2023Q2: 6,229 shares; 2023Q3: 6,251 shares; 2023Q4: 6,264 shares; 2024Q1: 6,264 shares; 2024Q2: 6,237 shares; 2024Q3: 631 shares 631 $28K 0.02% -5,606 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; 2022Q4: restricted; 2023Q1: 4,030 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,926 shares; 2024Q1: 4,283 shares; 2024Q2: 4,283 shares; 2024Q3: 335 shares 335 $28K 0.02% -3,948 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,846 shares; 2024Q3: 517 shares 517 $28K 0.02% -3,329 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 546 shares 546 $28K 0.02% new Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 562 shares 562 $28K 0.02% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,671 shares; 2024Q3: 172 shares 172 $27K 0.02% -1,499 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 251 shares 251 $27K 0.02% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,146 shares; 2023Q2: 2,996 shares; 2023Q3: 3,091 shares; 2023Q4: 2,892 shares; 2024Q1: 2,402 shares; 2024Q2: 1,882 shares; 2024Q3: 188 shares 188 $27K 0.02% -1,694 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,191 shares; 2023Q2: 15,375 shares; 2023Q3: 16,405 shares; 2023Q4: 14,082 shares; 2024Q1: 12,073 shares; 2024Q2: 12,375 shares; 2024Q3: 868 shares 868 $27K 0.02% -11,507 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,650 shares; 2023Q3: 8,650 shares; 2023Q4: 8,350 shares; 2024Q1: 8,350 shares; 2024Q2: 8,243 shares; 2024Q3: 824 shares 824 $27K 0.02% -7,419 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,728 shares; 2023Q2: 4,588 shares; 2023Q3: 3,331 shares; 2023Q4: 3,372 shares; 2024Q1: 3,390 shares; 2024Q2: 3,390 shares; 2024Q3: 354 shares 354 $27K 0.02% -3,036 Timeline CATERPILLAR INC CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: 1,700 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 80 shares 80 $27K 0.02% new EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,175 shares; 2024Q2: not reported; 2024Q3: 278 shares 278 $26K 0.02% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 84,149 shares; 2023Q2: 70,316 shares; 2023Q3: 61,316 shares; 2023Q4: 57,081 shares; 2024Q1: 48,165 shares; 2024Q2: 48,176 shares; 2024Q3: 2,545 shares 2,545 $26K 0.02% -45,631 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,927 shares; 2024Q1: 5,852 shares; 2024Q2: 5,852 shares; 2024Q3: 562 shares 562 $26K 0.02% -5,290 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,455 shares; 2023Q2: 2,056 shares; 2023Q3: 2,069 shares; 2023Q4: 2,069 shares; 2024Q1: 2,043 shares; 2024Q2: 2,043 shares; 2024Q3: 200 shares 200 $26K 0.02% -1,843 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,500 shares; 2024Q1: 3,850 shares; 2024Q2: 3,750 shares; 2024Q3: 375 shares 375 $26K 0.02% -3,375 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,485 shares; 2023Q3: 2,486 shares; 2023Q4: 2,561 shares; 2024Q1: 2,561 shares; 2024Q2: 2,561 shares; 2024Q3: 251 shares 251 $26K 0.02% -2,310 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,892 shares; 2024Q2: 10,892 shares; 2024Q3: 1,789 shares 1,789 $26K 0.02% -9,103 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,475 shares; 2024Q1: 2,635 shares; 2024Q2: 2,635 shares; 2024Q3: 288 shares 288 $26K 0.02% -2,347 Timeline RTX CORPORATION RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,600 shares; 2023Q4: 3,600 shares; 2024Q1: 3,400 shares; 2024Q2: 3,400 shares; 2024Q3: 340 shares 340 $26K 0.02% -3,060 BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,952 shares; 2024Q1: 9,023 shares; 2024Q2: 5,000 shares; 2024Q3: 500 shares 500 $25K 0.02% -4,500 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,320 shares; 2023Q3: 3,126 shares; 2023Q4: 3,128 shares; 2024Q1: 2,965 shares; 2024Q2: 3,707 shares; 2024Q3: 304 shares 304 $25K 0.02% -3,403 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 607 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 899 shares; 2024Q1: 844 shares; 2024Q2: 944 shares; 2024Q3: 101 shares 101 $25K 0.02% -843 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,600 shares; 2024Q1: 5,250 shares; 2024Q2: 5,250 shares; 2024Q3: 530 shares 530 $25K 0.02% -4,720 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 822 shares 822 $25K 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 387 shares 387 $25K 0.02% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,549 shares; 2023Q2: 1,549 shares; 2023Q3: 1,441 shares; 2023Q4: 1,366 shares; 2024Q1: 1,366 shares; 2024Q2: 1,346 shares; 2024Q3: 120 shares 120 $25K 0.02% -1,226 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,584 shares; 2024Q2: 1,593 shares; 2024Q3: 160 shares 160 $24K 0.02% -1,433 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 98 shares 98 $24K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 126 shares 126 $24K 0.02% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,550 shares; 2024Q2: 3,550 shares; 2024Q3: 355 shares 355 $24K 0.02% -3,195 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 298 shares 298 $24K 0.02% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 796 shares 796 $24K 0.02% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,954 shares; 2023Q2: 1,206 shares; 2023Q3: not reported; 2023Q4: 936 shares; 2024Q1: 998 shares; 2024Q2: 967 shares; 2024Q3: 96 shares 96 $23K 0.02% -871 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,384 shares; 2024Q1: 1,386 shares; 2024Q2: 1,386 shares; 2024Q3: 137 shares 137 $23K 0.02% -1,249 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 437 shares 437 $23K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,947 shares; 2023Q2: 3,666 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,957 shares; 2024Q3: 394 shares 394 $23K 0.02% -3,563 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,439 shares; 2024Q3: 142 shares 142 $23K 0.02% -1,297 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 279 shares 279 $23K 0.02% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 169 shares 169 $23K 0.02% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 770 shares 770 $23K 0.02% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,111 shares; 2023Q3: not reported; 2023Q4: 2,936 shares; 2024Q1: 2,936 shares; 2024Q2: 2,936 shares; 2024Q3: 293 shares 293 $23K 0.02% -2,643 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,164 shares 1,164 $23K 0.02% new Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,938 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,807 shares; 2024Q1: 11,178 shares; 2024Q2: 12,176 shares; 2024Q3: 699 shares 699 $23K 0.02% -11,477 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,891 shares; 2023Q2: 10,891 shares; 2023Q3: 32,142 shares; 2023Q4: 31,143 shares; 2024Q1: 31,236 shares; 2024Q2: 31,326 shares; 2024Q3: 1,088 shares 1,088 $23K 0.02% -30,238 ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 96 shares 96 $22K 0.02% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 467 shares 467 $22K 0.02% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,061 shares; 2023Q2: 1,478 shares; 2023Q3: not reported; 2023Q4: 1,111 shares; 2024Q1: 1,072 shares; 2024Q2: 1,234 shares; 2024Q3: 110 shares 110 $22K 0.02% -1,124 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 86 shares 86 $22K 0.02% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,412 shares; 2023Q2: 19,400 shares; 2023Q3: 19,400 shares; 2023Q4: 15,100 shares; 2024Q1: 15,100 shares; 2024Q2: 15,600 shares; 2024Q3: 1,420 shares 1,420 $22K 0.02% -14,180 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,003 shares; 2023Q2: 5,057 shares; 2023Q3: 5,060 shares; 2023Q4: 5,068 shares; 2024Q1: not reported; 2024Q2: 3,678 shares; 2024Q3: 349 shares 349 $22K 0.02% -3,329 ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,317 shares 3,317 $22K 0.02% new Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,987 shares; 2023Q2: 2,987 shares; 2023Q3: 2,987 shares; 2023Q4: 2,987 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 298 shares 298 $22K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 128 shares 128 $21K 0.02% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 511 shares 511 $21K 0.02% new Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,147 shares; 2024Q1: 10,147 shares; 2024Q2: 10,147 shares; 2024Q3: 1,014 shares 1,014 $21K 0.02% -9,133 Timeline