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Allworth Financial LP

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13F filer, CIK 1555170, FOLSOM, CA

Allworth Financial LP reported $22,676,994,422 across 4,912 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-12-02. Its ten largest share positions make up 49.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-25-044001

Period
2025-09-30
Reported value
$22.7B
Holdings
4,912
Top 10 weight
49.7%
New
523
Sold out
198

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYVadded+2,682,951$148M
SPEMadded+2,572,333$120M
DUHPadded+1,931,114$72.9M
PJULadded+1,300,310$59.3M
BNDadded+766,016$57M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VFLOreduced-3,192,152-$120M
SPDWreduced-2,253,428-$96.4M
XBAPreduced-1,405,667-$53.2M
KMAYreduced-787,776-$21.7M
LISTED FDS TRexited-1,003,752-$20.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001140361-25-044001, largest first. % of portfolio is the value over $22,601,398,715, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DTILPRECISION BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 4,769 shares; 2025Q1: 4,769 shares; 2025Q2: 4,769 shares; 2025Q3: 4,769 shares 4,769$26.3K<0.01%0Timeline
SPFFGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares 2,840$26.2K<0.01%0Timeline
IMOSCHIPMOS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 196 shares; 2025Q1: 287 shares; 2025Q2: 786 shares; 2025Q3: 1,373 shares 1,373$26.2K<0.01%+587Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 55 shares; 2025Q1: 79 shares; 2025Q2: 200 shares; 2025Q3: 351 shares 351$26.2K<0.01%+151Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,527 shares; 2025Q3: 2,530 shares 2,530$26.2K<0.01%+1,003Timeline
HTBKHERITAGE COMM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 426 shares; 2025Q1: 1,534 shares; 2025Q2: 1,807 shares; 2025Q3: 2,625 shares 2,625$26.1K<0.01%+818Timeline
OILKPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650$26.1K<0.01%0Timeline
FTHYFIRST TR HIGH YIELD OPPRT 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 4,798 shares; 2025Q1: 2,258 shares; 2025Q2: 1,778 shares; 2025Q3: 1,798 shares 1,798$26K<0.01%+20Timeline
ZTOZTO EXPRESS CAYMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 214 shares; 2025Q1: 153 shares; 2025Q2: 1,138 shares; 2025Q3: 1,346 shares 1,346$25.8K<0.01%+208Timeline
NVTSNAVITAS SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 406 shares; 2025Q1: 1,631 shares; 2025Q2: 872 shares; 2025Q3: 3,570 shares 3,570$25.8K<0.01%+2,698Timeline
TPHTRI POINTE HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 216 shares; 2025Q1: 419 shares; 2025Q2: 639 shares; 2025Q3: 753 shares 753$25.6K<0.01%+114Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 50 shares; 2025Q1: 105 shares; 2025Q2: 120 shares; 2025Q3: 436 shares 436$25.6K<0.01%+316Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 1,667 shares; 2025Q3: 559 shares 559$25.5K<0.01%-1,108Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 20 shares; 2025Q1: 16 shares; 2025Q2: 50 shares; 2025Q3: 252 shares 252$25.5K<0.01%+202Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 608 shares; 2025Q1: 1,933 shares; 2025Q2: 1,526 shares; 2025Q3: 1,609 shares 1,609$25.5K<0.01%+83Timeline
DAYDAYFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 388 shares; 2025Q1: 287 shares; 2025Q2: 288 shares; 2025Q3: 369 shares 369$25.4K<0.01%+81Timeline
RFICOHEN & STEERS TOTAL RETURNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100$25.4K<0.01%0Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 2,023 shares; 2025Q1: 1,750 shares; 2025Q2: 1,712 shares; 2025Q3: 3,293 shares 3,293$25.4K<0.01%+1,581Timeline
CWCOCONSOLIDATED WATER CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 2,349 shares; 2025Q1: 2,733 shares; 2025Q2: 2,745 shares; 2025Q3: 719 shares 719$25.4K<0.01%-2,026Timeline
DVDOUBLEVERIFY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 79 shares; 2025Q1: 211 shares; 2025Q2: 1,246 shares; 2025Q3: 2,118 shares 2,118$25.4K<0.01%+872Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 174 shares; 2025Q1: 204 shares; 2025Q2: 224 shares; 2025Q3: 117 shares 117$25.4K<0.01%-107Timeline
UWMCUWM HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 82 shares; 2025Q1: 349 shares; 2025Q2: 72 shares; 2025Q3: 4,163 shares 4,163$25.4K<0.01%+4,091Timeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 92 shares; 2025Q1: 108 shares; 2025Q2: 223 shares; 2025Q3: 660 shares 660$25.3K<0.01%+437Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 137 shares; 2025Q2: 460 shares; 2025Q3: 1,410 shares 1,410$25.3K<0.01%+950Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 38 shares; 2025Q1: 52 shares; 2025Q2: 156 shares; 2025Q3: 294 shares 294$25.3K<0.01%+138Timeline
MUJBLACKROCK MUNIHLDGS NJ QLTYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares 2,181$25.3K<0.01%0Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 204 shares; 2025Q1: 130 shares; 2025Q2: 709 shares; 2025Q3: 1,435 shares 1,435$25.3K<0.01%+726Timeline
XRXXEROX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 2,530 shares; 2025Q1: 6,014 shares; 2025Q2: 7,411 shares; 2025Q3: 6,710 shares 6,710$25.2K<0.01%-701Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 787 shares 787$25.2K<0.01%+55Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 201 shares; 2025Q1: 226 shares; 2025Q2: 245 shares; 2025Q3: 245 shares 245$25.2K<0.01%0Timeline
VIRVIR BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,642 shares; 2024Q4: 3,909 shares; 2025Q1: 3,642 shares; 2025Q2: 3,642 shares; 2025Q3: 4,411 shares 4,411$25.2K<0.01%+769Timeline
ARRARMOUR RESIDENTIAL REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,252 shares; 2025Q1: 1,119 shares; 2025Q2: 2,675 shares; 2025Q3: 1,684 shares 1,684$25.2K<0.01%-991Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 117 shares; 2025Q1: 230 shares; 2025Q2: 249 shares; 2025Q3: 558 shares 558$25.2K<0.01%+309Timeline
SBLKSTAR BULK CARRIERS CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 901 shares; 2025Q1: 905 shares; 2025Q2: 1,051 shares; 2025Q3: 1,350 shares 1,350$25.1K<0.01%+299Timeline
VVXV2X INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 401 shares; 2025Q1: 474 shares; 2025Q2: 428 shares; 2025Q3: 431 shares 431$25K<0.01%+3Timeline
IEDIISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares 444$25K<0.01%newTimeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 244 shares; 2025Q1: 339 shares; 2025Q2: 279 shares; 2025Q3: 413 shares 413$24.9K<0.01%+134Timeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 200 shares; 2025Q1: 319 shares; 2025Q2: 496 shares; 2025Q3: 540 shares 540$24.9K<0.01%+44Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 310 shares; 2025Q1: 723 shares; 2025Q2: 1,070 shares; 2025Q3: 1,302 shares 1,302$24.8K<0.01%+232Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 808 shares; 2025Q1: 542 shares; 2025Q2: 1,621 shares; 2025Q3: 1,869 shares 1,869$24.8K<0.01%+248Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000$24.8K<0.01%newTimeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 233 shares; 2025Q1: 334 shares; 2025Q2: 469 shares; 2025Q3: 724 shares 724$24.7K<0.01%+255Timeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares 498$24.7K<0.01%0Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 205 shares; 2025Q1: 252 shares; 2025Q2: 253 shares; 2025Q3: 264 shares 264$24.7K<0.01%+11Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 477 shares; 2025Q1: 603 shares; 2025Q2: 955 shares; 2025Q3: 940 shares 940$24.7K<0.01%-15Timeline
FLTBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares 487$24.7K<0.01%0Timeline
PFLTPENNANTPARK FLOATING RATE CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 2,777 shares; 2025Q3: 2,769 shares 2,769$24.6K<0.01%-8Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 412 shares; 2025Q1: 520 shares; 2025Q2: 923 shares; 2025Q3: 977 shares 977$24.6K<0.01%+54Timeline
AGNTAGNT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 89 shares; 2025Q1: 151 shares; 2025Q2: 2,132 shares; 2025Q3: 2,301 shares 2,301$24.5K<0.01%+169Timeline
PFOFLAHERTY & CRUMRINE PFD INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares 2,510$24.5K<0.01%0Timeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 856 shares; 2025Q3: 858 shares 858$24.4K<0.01%+2Timeline
SHOCEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 422 shares; 2025Q2: 389 shares; 2025Q3: 389 shares 389$24.3K<0.01%0Timeline
BOKFBOK FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 139 shares; 2025Q1: 169 shares; 2025Q2: 170 shares; 2025Q3: 217 shares 217$24.2K<0.01%+47Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 134 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares 1,047$24.1K<0.01%0Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 3,902 shares; 2025Q1: 2,833 shares; 2025Q2: 1,420 shares; 2025Q3: 1,127 shares 1,127$24.1K<0.01%-293Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 1,253 shares; 2025Q1: 1,470 shares; 2025Q2: 2,096 shares; 2025Q3: 2,140 shares 2,140$24.1K<0.01%+44Timeline
ABEOABEONA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,550 shares; 2025Q3: 4,528 shares 4,528$23.9K<0.01%+978Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 103 shares; 2025Q1: 427 shares; 2025Q2: 414 shares; 2025Q3: 586 shares 586$23.8K<0.01%+172Timeline
GIIIG III APPAREL GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 23 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 895 shares 895$23.8K<0.01%newTimeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 159 shares; 2025Q1: 153 shares; 2025Q2: 146 shares; 2025Q3: 133 shares 133$23.8K<0.01%-13Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 314 shares; 2025Q3: 387 shares 387$23.8K<0.01%+73Timeline
PEXPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares 900$23.7K<0.01%0Timeline
LASELASER PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 5,500 shares 5,500$23.7K<0.01%+5,300Timeline
GMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 589 shares; 2025Q3: 589 shares 589$23.6K<0.01%0Timeline
QVOYULTIMUS MANAGERS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares 825$23.6K<0.01%newTimeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 442 shares; 2025Q1: 415 shares; 2025Q2: 524 shares; 2025Q3: 600 shares 600$23.6K<0.01%+76Timeline
FOXFFOX FACTORY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 590 shares; 2025Q1: 910 shares; 2025Q2: 960 shares; 2025Q3: 970 shares 970$23.6K<0.01%+10Timeline
BYBYLINE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 106 shares; 2025Q1: 211 shares; 2025Q2: 219 shares; 2025Q3: 848 shares 848$23.5K<0.01%+629Timeline
USAIPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 589 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 589 shares 589$23.5K<0.01%0Timeline
KBAKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 779 shares; 2025Q1: 1,198 shares; 2025Q2: 779 shares; 2025Q3: 779 shares 779$23.4K<0.01%0Timeline
VCVISTEON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 55 shares; 2025Q1: 30 shares; 2025Q2: 105 shares; 2025Q3: 195 shares 195$23.4K<0.01%+90Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 590 shares; 2025Q1: 286 shares; 2025Q2: 453 shares; 2025Q3: 453 shares 453$23.3K<0.01%0Timeline
DFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$23.3K<0.01%0Timeline
NFRAFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 369 shares; 2025Q2: 420 shares; 2025Q3: 369 shares 369$23.2K<0.01%-51Timeline
VRTSVIRTUS INVT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 13 shares; 2025Q1: 8 shares; 2025Q2: 32 shares; 2025Q3: 122 shares 122$23.2K<0.01%+90Timeline
TPCTUTOR PERINI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 116 shares; 2025Q2: 146 shares; 2025Q3: 353 shares 353$23.2K<0.01%+207Timeline
ADPTADAPTIVE BIOTECHNOLOGIES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,075 shares; 2025Q1: 1,101 shares; 2025Q2: 1,205 shares; 2025Q3: 1,545 shares 1,545$23.1K<0.01%+340Timeline
LCIDLUCID GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 971 shares 971$23.1K<0.01%newTimeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 109 shares 109$23.1K<0.01%+1Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 142 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 884 shares 884$23.1K<0.01%+270Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 863 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,716 shares 1,716$23.1K<0.01%+591Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 9,705 shares; 2025Q1: 9,363 shares; 2025Q2: 10,865 shares; 2025Q3: 9,883 shares 9,883$23K<0.01%-982Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 1,982 shares 1,982$23K<0.01%+405Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 275 shares; 2025Q1: 297 shares; 2025Q2: 274 shares; 2025Q3: 178 shares 178$23K<0.01%-96Timeline
RBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 800 shares 800$23K<0.01%+400Timeline
KURAKURA ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 188 shares; 2025Q1: 509 shares; 2025Q2: 978 shares; 2025Q3: 2,593 shares 2,593$22.9K<0.01%+1,615Timeline
KRPKIMBELL RTY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,700 shares 1,700$22.9K<0.01%+900Timeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,364 shares 1,364$22.9K<0.01%+64Timeline
IBUYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300$22.9K<0.01%0Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 141 shares; 2025Q1: 445 shares; 2025Q2: 368 shares; 2025Q3: 385 shares 385$22.8K<0.01%+17Timeline
DCHDAUCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 98 shares; 2025Q2: 1,505 shares; 2025Q3: 3,788 shares 3,788$22.8K<0.01%+2,283Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 304 shares 304$22.7K<0.01%+1Timeline
LZLEGALZOOM COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 2,188 shares 2,188$22.7K<0.01%+1,363Timeline
XCORFUNDX INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 290 shares 290$22.7K<0.01%0Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 1,571 shares; 2025Q3: 1,698 shares 1,698$22.7K<0.01%+127Timeline
UVVUNIVERSAL CORP VA MTNS BK ENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 341 shares; 2025Q1: 374 shares; 2025Q2: 378 shares; 2025Q3: 405 shares 405$22.6K<0.01%+27Timeline
PCHPOTLATCHDELTIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 467 shares; 2025Q1: 475 shares; 2025Q2: 482 shares; 2025Q3: 555 shares 555$22.6K<0.01%+73Timeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 49 shares; 2025Q1: 51 shares; 2025Q2: 406 shares; 2025Q3: 422 shares 422$22.6K<0.01%+16Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 115 shares; 2025Q2: 556 shares; 2025Q3: 639 shares 639$22.6K<0.01%+83Timeline
HGVHILTON GRAND VACATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 356 shares; 2025Q1: 485 shares; 2025Q2: 525 shares; 2025Q3: 540 shares 540$22.6K<0.01%+15Timeline
MATXMATSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 121 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 228 shares 228$22.5K<0.01%+113Timeline
LLYVALIBERTY MEDIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 191 shares; 2025Q1: 187 shares; 2025Q2: 195 shares; 2025Q3: 238 shares 238$22.4K<0.01%+43Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares 525$22.4K<0.01%0Timeline
XMCRXMFS CHARTER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,486 shares; 2025Q3: 3,486 shares 3,486$22.4K<0.01%0Timeline
CBONVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$22.4K<0.01%0Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 342 shares; 2025Q3: 788 shares 788$22.3K<0.01%+446Timeline
YELPYELP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 637 shares; 2025Q1: 869 shares; 2025Q2: 734 shares; 2025Q3: 715 shares 715$22.3K<0.01%-19Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 218 shares; 2025Q1: 290 shares; 2025Q2: 435 shares; 2025Q3: 391 shares 391$22.3K<0.01%-44Timeline
MXLMAXLINEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 541 shares; 2025Q2: 954 shares; 2025Q3: 1,384 shares 1,384$22.3K<0.01%+430Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 168 shares; 2025Q2: 163 shares; 2025Q3: 187 shares 187$22.3K<0.01%+24Timeline
MYIBLACKROCK MUNIYIELD QUALITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares 2,008$22.2K<0.01%0Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,468 shares; 2025Q1: 1,691 shares; 2025Q2: 6,483 shares; 2025Q3: 7,121 shares 7,121$22.2K<0.01%+638Timeline
JXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares 285$22.1K<0.01%0Timeline
EMBCEMBECTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 977 shares; 2025Q1: 987 shares; 2025Q2: 984 shares; 2025Q3: 1,568 shares 1,568$22.1K<0.01%+584Timeline
SSLSASOL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 1,646 shares; 2025Q1: 1,051 shares; 2025Q2: 3,213 shares; 2025Q3: 3,550 shares 3,550$22.1K<0.01%+337Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,563 shares; 2025Q1: 770 shares; 2025Q2: 775 shares; 2025Q3: 852 shares 852$22.1K<0.01%+77Timeline
XGNEXAGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 7,015 shares; 2025Q1: 7,015 shares; 2025Q2: 7,015 shares; 2025Q3: 2,000 shares 2,000$22K<0.01%-5,015Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 160 shares; 2025Q1: 165 shares; 2025Q2: 310 shares; 2025Q3: 346 shares 346$22K<0.01%+36Timeline
HAYWHAYWARD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 421 shares; 2025Q3: 1,448 shares 1,448$21.9K<0.01%+1,027Timeline
BCVBANCROFT FD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$21.9K<0.01%0Timeline
SAAPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 770 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 854 shares 854$21.9K<0.01%+82Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 183 shares; 2025Q1: 251 shares; 2025Q2: 271 shares; 2025Q3: 398 shares 398$21.9K<0.01%+127Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 268 shares; 2025Q1: 270 shares; 2025Q2: 473 shares; 2025Q3: 475 shares 475$21.8K<0.01%+2Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares 849$21.8K<0.01%0Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,146 shares; 2025Q1: 905 shares; 2025Q2: 1,006 shares; 2025Q3: 1,007 shares 1,007$21.7K<0.01%+1Timeline
POSTPOST HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 61 shares; 2025Q1: 103 shares; 2025Q2: 110 shares; 2025Q3: 202 shares 202$21.7K<0.01%+92Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 103 shares; 2025Q2: 486 shares; 2025Q3: 471 shares 471$21.7K<0.01%-15Timeline
TVGRUPO TELEVISA S A BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,791 shares; 2025Q3: 8,029 shares 8,029$21.6K<0.01%+5,238Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 139 shares; 2025Q1: 208 shares; 2025Q2: 181 shares; 2025Q3: 231 shares 231$21.6K<0.01%+50Timeline
ESNTESSENT GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 98 shares; 2025Q1: 219 shares; 2025Q2: 307 shares; 2025Q3: 338 shares 338$21.5K<0.01%+31Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 377 shares; 2025Q1: 209 shares; 2025Q2: 253 shares; 2025Q3: 417 shares 417$21.4K<0.01%+164Timeline
SLDPSOLID POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 6,155 shares; 2025Q1: 6,156 shares; 2025Q2: 6,155 shares; 2025Q3: 6,159 shares 6,159$21.4K<0.01%+4Timeline
SPRSPIRIT AEROSYSTEMS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 59 shares; 2025Q1: 283 shares; 2025Q2: 408 shares; 2025Q3: 552 shares 552$21.3K<0.01%+144Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 419 shares; 2025Q1: 446 shares; 2025Q2: 540 shares; 2025Q3: 588 shares 588$21.3K<0.01%+48Timeline
SOCLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350$21.3K<0.01%0Timeline
REMXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 322 shares; 2025Q3: 322 shares 322$21.2K<0.01%0Timeline
IBMRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 829 shares; 2025Q3: 829 shares 829$21.2K<0.01%0Timeline
QDELQUIDELORTHO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 154 shares; 2025Q1: 46 shares; 2025Q2: 1,178 shares; 2025Q3: 718 shares 718$21.1K<0.01%-460Timeline
ALEXALEXANDER & BALDWIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,174 shares; 2025Q1: 1,100 shares; 2025Q2: 1,132 shares; 2025Q3: 1,162 shares 1,162$21.1K<0.01%+30Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares 248$21.1K<0.01%0Timeline
CCDCALAMOS DYNAMIC CONV & INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$21K<0.01%0Timeline
TFSLTFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 1,542 shares; 2025Q1: 936 shares; 2025Q2: 1,453 shares; 2025Q3: 1,594 shares 1,594$21K<0.01%+141Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 305 shares; 2025Q2: 312 shares; 2025Q3: 313 shares 313$21K<0.01%+1Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 68 shares; 2025Q3: 955 shares 955$21K<0.01%+887Timeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 426 shares; 2025Q3: 455 shares 455$21K<0.01%+29Timeline
IBTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: 907 shares 907$21K<0.01%0Timeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,231 shares; 2025Q1: 189 shares; 2025Q2: 971 shares; 2025Q3: 1,029 shares 1,029$21K<0.01%+58Timeline
ARGTGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares 300$20.9K<0.01%0Timeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,017 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares 1,017$20.9K<0.01%0Timeline
IDTIDT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 52 shares; 2025Q1: 50 shares; 2025Q2: 81 shares; 2025Q3: 399 shares 399$20.9K<0.01%+318Timeline
IBTOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares 846$20.9K<0.01%0Timeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 813 shares 813$20.8K<0.01%0Timeline
STRKSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 227 shares 227$20.8K<0.01%0Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 147 shares; 2025Q2: 357 shares; 2025Q3: 400 shares 400$20.8K<0.01%+43Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 239 shares; 2025Q2: 248 shares; 2025Q3: 242 shares 242$20.8K<0.01%-6Timeline
IBMPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares 812$20.7K<0.01%0Timeline
METVLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,155 shares; 2025Q3: 1,003 shares 1,003$20.7K<0.01%-152Timeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400$20.6K<0.01%0Timeline
IBMOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 802 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 802 shares 802$20.6K<0.01%0Timeline
ANABANAPTYSBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 687 shares; 2025Q2: 677 shares; 2025Q3: 671 shares 671$20.5K<0.01%-6Timeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 45 shares; 2025Q1: 75 shares; 2025Q2: 108 shares; 2025Q3: 305 shares 305$20.5K<0.01%+197Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares 297$20.5K<0.01%newTimeline
TGTXTG THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 758 shares; 2025Q1: 609 shares; 2025Q2: 632 shares; 2025Q3: 567 shares 567$20.5K<0.01%-65Timeline
ISHARESISHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 763 shares; 2025Q3: 763 shares 763$20.4K<0.01%0
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 553 shares; 2025Q1: 606 shares; 2025Q2: 660 shares; 2025Q3: 801 shares 801$20.4K<0.01%+141Timeline
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,457 shares 1,457$20.3K<0.01%+219
FLTRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 1,055 shares; 2025Q2: 1,058 shares; 2025Q3: 794 shares 794$20.3K<0.01%-264Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 777 shares; 2025Q1: 2,575 shares; 2025Q2: 1,399 shares; 2025Q3: 1,476 shares 1,476$20.3K<0.01%+77Timeline
CSTMCONSTELLIUM SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 148 shares; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 1,360 shares 1,360$20.2K<0.01%+1,217Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 257 shares; 2025Q1: 416 shares; 2025Q2: 226 shares; 2025Q3: 521 shares 521$20.2K<0.01%+295Timeline
RLJ LODGING TRRLJ LODGING TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares 800$20.2K<0.01%new
CARZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 277 shares; 2025Q3: 278 shares 278$20.2K<0.01%+1Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,956 shares; 2025Q1: 459 shares; 2025Q2: 1,319 shares; 2025Q3: 1,677 shares 1,677$20.1K<0.01%+358Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 221 shares; 2025Q2: 173 shares; 2025Q3: 229 shares 229$20.1K<0.01%+56Timeline
LGOVFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 897 shares; 2025Q1: 906 shares; 2025Q2: 915 shares; 2025Q3: 925 shares 925$20.1K<0.01%+10Timeline
NRPNATURAL RESOURCE PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 191 shares; 2025Q3: 191 shares 191$20.1K<0.01%0Timeline
ESPOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares 165$20.1K<0.01%0Timeline
PDTHANCOCK JOHN PREM DIVID FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 333 shares; 2025Q1: 337 shares; 2025Q2: 1,844 shares; 2025Q3: 1,500 shares 1,500$20K<0.01%-344Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 17 shares; 2025Q1: 157 shares; 2025Q2: 227 shares; 2025Q3: 291 shares 291$19.9K<0.01%+64Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,919 shares; 2025Q1: 2,138 shares; 2025Q2: 793 shares; 2025Q3: 1,109 shares 1,109$19.9K<0.01%+316Timeline
BBHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares 120$19.9K<0.01%0Timeline
ULCCFRONTIER GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,452 shares; 2025Q2: 4,442 shares; 2025Q3: 4,489 shares 4,489$19.8K<0.01%+47Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 390 shares 390$19.8K<0.01%+328Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 127 shares; 2025Q1: 292 shares; 2025Q2: 494 shares; 2025Q3: 678 shares 678$19.8K<0.01%+184Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 684 shares; 2025Q1: 772 shares; 2025Q2: 942 shares; 2025Q3: 1,822 shares 1,822$19.8K<0.01%+880Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 210 shares; 2025Q1: 270 shares; 2025Q2: 224 shares; 2025Q3: 257 shares 257$19.8K<0.01%+33Timeline
SLABSILICON LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 61 shares; 2025Q1: 122 shares; 2025Q2: 147 shares; 2025Q3: 150 shares 150$19.7K<0.01%+3Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 191 shares; 2025Q3: 468 shares 468$19.6K<0.01%+277Timeline
DIODDIODES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 127 shares; 2025Q1: 331 shares; 2025Q2: 389 shares; 2025Q3: 369 shares 369$19.6K<0.01%-20Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 255 shares; 2025Q1: 226 shares; 2025Q2: 244 shares; 2025Q3: 415 shares 415$19.6K<0.01%+171Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 415 shares; 2025Q1: 465 shares; 2025Q2: 919 shares; 2025Q3: 1,006 shares 1,006$19.6K<0.01%+87Timeline
PDSPRECISION DRILLING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 347 shares 347$19.6K<0.01%+36Timeline
RUNSUNRUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 60 shares; 2025Q1: 710 shares; 2025Q2: 854 shares; 2025Q3: 1,131 shares 1,131$19.6K<0.01%+277Timeline
SGDMSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 315 shares; 2025Q3: 315 shares 315$19.5K<0.01%0Timeline
HAPNHAPPEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 571 shares; 2025Q2: 1,050 shares; 2025Q3: 1,281 shares 1,281$19.5K<0.01%+231Timeline
PPLTABRDN PLATINUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 297 shares; 2025Q3: 136 shares 136$19.4K<0.01%-161Timeline
NCZVIRTUS CONVERTIBLE & INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares 1,412$19.3K<0.01%0Timeline
LEVILEVI STRAUSS & CO NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 393 shares; 2025Q2: 829 shares; 2025Q3: 829 shares 829$19.3K<0.01%0Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 55 shares; 2025Q1: 1,084 shares; 2025Q2: 97 shares; 2025Q3: 178 shares 178$19.3K<0.01%+81Timeline
AEOAMERICAN EAGLE OUTFITTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 125 shares; 2025Q1: 746 shares; 2025Q2: 332 shares; 2025Q3: 1,127 shares 1,127$19.3K<0.01%+795Timeline
UUPINVESCO DB US DLR INDEX TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares 700$19.3K<0.01%0Timeline
GSATGLOBALSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 529 shares 529$19.3K<0.01%+3Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares 393$19.2K<0.01%0Timeline
GOAUETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares 477$19.2K<0.01%0Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 32 shares; 2025Q1: 86 shares; 2025Q2: 108 shares; 2025Q3: 106 shares 106$19.2K<0.01%-2Timeline
DBEUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416 shares; 2025Q3: 416 shares 416$19.2K<0.01%0Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 35 shares; 2025Q2: 80 shares; 2025Q3: 245 shares 245$19.1K<0.01%+165Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 192 shares; 2025Q1: 385 shares; 2025Q2: 551 shares; 2025Q3: 552 shares 552$19K<0.01%+1Timeline
GTIPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 379 shares 379$18.9K<0.01%+2Timeline
BTZBLACKROCK CR ALLOCATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares 1,707$18.9K<0.01%newTimeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 392 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares 256$18.8K<0.01%0Timeline
RZLTREZOLUTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$18.8K<0.01%0Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 149 shares; 2025Q1: 224 shares; 2025Q2: 258 shares; 2025Q3: 263 shares 263$18.8K<0.01%+5Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 671 shares; 2025Q1: 500 shares; 2025Q2: 513 shares; 2025Q3: 545 shares 545$18.8K<0.01%+32Timeline
ICLICL GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,887 shares; 2025Q1: 1,926 shares; 2025Q2: 2,796 shares; 2025Q3: 2,989 shares 2,989$18.7K<0.01%+193Timeline
HOPEHOPE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 253 shares; 2025Q3: 1,735 shares 1,735$18.7K<0.01%+1,482Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 549 shares; 2025Q1: 726 shares; 2025Q2: 746 shares; 2025Q3: 732 shares 732$18.7K<0.01%-14Timeline
FBKFB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 77 shares; 2025Q1: 170 shares; 2025Q2: 216 shares; 2025Q3: 335 shares 335$18.7K<0.01%+119Timeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares 266$18.7K<0.01%0Timeline
GGBGERDAU SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1,073 shares; 2025Q3: 6,003 shares 6,003$18.6K<0.01%+4,930Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 607 shares; 2025Q3: 668 shares 668$18.5K<0.01%+61Timeline
BLWBLACKROCK LTD DURATION INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 1,278 shares; 2025Q1: 1,292 shares; 2025Q2: 1,306 shares; 2025Q3: 1,320 shares 1,320$18.5K<0.01%+14Timeline
ACESALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: 588 shares; 2025Q2: 578 shares; 2025Q3: 578 shares 578$18.5K<0.01%0Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 38 shares; 2025Q1: 111 shares; 2025Q2: 191 shares; 2025Q3: 225 shares 225$18.4K<0.01%+34Timeline
BLMNBLOOMIN BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 23 shares; 2025Q1: 2,348 shares; 2025Q2: 2,355 shares; 2025Q3: 2,560 shares 2,560$18.4K<0.01%+205Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 1,048 shares; 2025Q1: 1,041 shares; 2025Q2: 999 shares; 2025Q3: 1,028 shares 1,028$18.3K<0.01%+29Timeline
XEFRXEATON VANCE SR FLTNG RTE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600$18.3K<0.01%0Timeline
THFFFIRST FINANCIAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 118 shares; 2025Q1: 127 shares; 2025Q2: 178 shares; 2025Q3: 321 shares 321$18.1K<0.01%+143Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 153 shares; 2025Q1: 246 shares; 2025Q2: 375 shares; 2025Q3: 371 shares 371$18.1K<0.01%-4Timeline
INVAINNOVIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 449 shares; 2025Q1: 448 shares; 2025Q2: 743 shares; 2025Q3: 988 shares 988$18K<0.01%+245Timeline
ARDXARDELYX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 1,587 shares; 2025Q3: 3,272 shares 3,272$18K<0.01%+1,685Timeline
ARCBARCBEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 25 shares; 2025Q1: 139 shares; 2025Q2: 153 shares; 2025Q3: 258 shares 258$18K<0.01%+105Timeline
PGNYPROGYNY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 532 shares; 2025Q1: 578 shares; 2025Q2: 906 shares; 2025Q3: 836 shares 836$18K<0.01%-70Timeline
HOVHOVNANIAN ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares 140$18K<0.01%0Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250$18K<0.01%0Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 40 shares; 2025Q1: 144 shares; 2025Q2: 46 shares; 2025Q3: 64 shares 64$17.9K<0.01%+18Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 179 shares; 2025Q2: 292 shares; 2025Q3: 338 shares 338$17.8K<0.01%+46Timeline
PZZAPAPA JOHNS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 704 shares; 2025Q1: 341 shares; 2025Q2: 370 shares; 2025Q3: 370 shares 370$17.8K<0.01%0Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 129 shares; 2025Q1: 179 shares; 2025Q2: 404 shares; 2025Q3: 987 shares 987$17.8K<0.01%+583Timeline
PTLOPORTILLOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 2,757 shares 2,757$17.8K<0.01%+57Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 38 shares; 2025Q1: 42 shares; 2025Q2: 44 shares; 2025Q3: 128 shares 128$17.8K<0.01%+84Timeline
NUKZEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 349 shares; 2025Q3: 272 shares 272$17.7K<0.01%-77Timeline
CALXCALIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 229 shares; 2025Q1: 225 shares; 2025Q2: 267 shares; 2025Q3: 288 shares 288$17.7K<0.01%+21Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 274 shares 274$17.7K<0.01%+211Timeline
ACIOETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares 406$17.6K<0.01%newTimeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 72 shares; 2025Q2: 76 shares; 2025Q3: 78 shares 78$17.6K<0.01%+2Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 758 shares; 2025Q3: 455 shares 455$17.6K<0.01%-303Timeline
EMCGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares 564$17.6K<0.01%newTimeline
CABOCABLE ONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 20 shares; 2025Q1: 35 shares; 2025Q2: 30 shares; 2025Q3: 99 shares 99$17.5K<0.01%+69Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 238 shares; 2025Q1: 33 shares; 2025Q2: 56 shares; 2025Q3: 252 shares 252$17.5K<0.01%+196Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 575 shares 575$17.5K<0.01%+75Timeline
CCSCENTURY COMMUNITIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 89 shares; 2025Q1: 110 shares; 2025Q2: 270 shares; 2025Q3: 276 shares 276$17.5K<0.01%+6Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares 257$17.5K<0.01%0Timeline
CRICARTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 175 shares; 2025Q1: 723 shares; 2025Q2: 312 shares; 2025Q3: 617 shares 617$17.4K<0.01%+305Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 101 shares; 2025Q1: 89 shares; 2025Q2: 87 shares; 2025Q3: 98 shares 98$17.4K<0.01%+11Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 322 shares; 2025Q3: 322 shares 322$17.4K<0.01%0Timeline
NJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares 563$17.3K<0.01%0Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 256 shares; 2025Q3: 340 shares 340$17.3K<0.01%+84Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 511 shares; 2025Q1: 391 shares; 2025Q2: 393 shares; 2025Q3: 366 shares 366$17.3K<0.01%-27Timeline
EEMSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares 254$17.2K<0.01%0Timeline
PFDFLAHERTY & CRUMRINE PFD INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares 1,433$17.2K<0.01%0Timeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 16 shares; 2025Q3: 103 shares 103$17.2K<0.01%+87Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 355 shares 355$17.2K<0.01%+8Timeline
HCSGHEALTHCARE SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 1,022 shares 1,022$17.2K<0.01%+881Timeline
EDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares 442$17.2K<0.01%0Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 110 shares; 2025Q1: 105 shares; 2025Q2: 187 shares; 2025Q3: 367 shares 367$17.1K<0.01%+180Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 813 shares; 2025Q3: 813 shares 813$17.1K<0.01%0Timeline
IMMRIMMERSION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,323 shares 2,323$17.1K<0.01%+42Timeline
ICUIICU MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 206 shares; 2025Q2: 200 shares; 2025Q3: 142 shares 142$17K<0.01%-58Timeline
BINV2023 ETF SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares 443$17K<0.01%0Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 156 shares; 2025Q1: 582 shares; 2025Q2: 972 shares; 2025Q3: 984 shares 984$17K<0.01%+12Timeline
MQMARQETA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,290 shares; 2025Q1: 3,116 shares; 2025Q2: 3,213 shares; 2025Q3: 3,213 shares 3,213$17K<0.01%0Timeline
LCTXLINEAGE CELL THERAPEUTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,755 shares; 2024Q4: 10,005 shares; 2025Q1: 10,005 shares; 2025Q2: 10,005 shares; 2025Q3: 10,005 shares 10,005$16.9K<0.01%0Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 746 shares; 2025Q1: 559 shares; 2025Q2: 3,045 shares; 2025Q3: 3,226 shares 3,226$16.9K<0.01%+181Timeline
CCBCOASTAL FINL CORP WAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 127 shares; 2025Q1: 140 shares; 2025Q2: 149 shares; 2025Q3: 156 shares 156$16.9K<0.01%+7Timeline
VERIVERITONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares 3,500$16.9K<0.01%newTimeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 80 shares; 2025Q1: 88 shares; 2025Q2: 87 shares; 2025Q3: 128 shares 128$16.9K<0.01%+41Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 179 shares; 2025Q1: 200 shares; 2025Q2: 197 shares; 2025Q3: 233 shares 233$16.9K<0.01%+36Timeline
PLYMPLYMOUTH INDUSTRIAL REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 138 shares; 2025Q1: 336 shares; 2025Q2: 425 shares; 2025Q3: 755 shares 755$16.9K<0.01%+330Timeline
FSLYFASTLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,926 shares; 2025Q1: 651 shares; 2025Q2: 1,230 shares; 2025Q3: 1,969 shares 1,969$16.8K<0.01%+739Timeline
NXRTNEXPOINT RESIDENTIAL TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 503 shares; 2025Q3: 522 shares 522$16.8K<0.01%+19Timeline
HIMXHIMAX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,686 shares; 2025Q1: 1,801 shares; 2025Q2: 2,500 shares; 2025Q3: 1,893 shares 1,893$16.7K<0.01%-607Timeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 896 shares; 2025Q3: 1,325 shares 1,325$16.7K<0.01%+429Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 55 shares; 2025Q1: 68 shares; 2025Q2: 53 shares; 2025Q3: 103 shares 103$16.6K<0.01%+50Timeline
MNROMONRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 1,663 shares; 2025Q2: 470 shares; 2025Q3: 926 shares 926$16.6K<0.01%+456Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 30 shares; 2025Q1: 49 shares; 2025Q2: 58 shares; 2025Q3: 55 shares 55$16.6K<0.01%-3Timeline
LAURLAUREATE ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 54 shares; 2025Q1: 62 shares; 2025Q2: 127 shares; 2025Q3: 525 shares 525$16.6K<0.01%+398Timeline
BATRKATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 202 shares; 2025Q1: 251 shares; 2025Q2: 331 shares; 2025Q3: 398 shares 398$16.6K<0.01%+67Timeline
IPAYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares 289$16.5K<0.01%0Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 132 shares; 2025Q1: 200 shares; 2025Q2: 216 shares; 2025Q3: 317 shares 317$16.5K<0.01%+101Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 117 shares; 2025Q3: 247 shares 247$16.4K<0.01%+130Timeline
NATNORDIC AMERICAN TANKERS LIMIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,263 shares; 2025Q1: 1,029 shares; 2025Q2: 4,539 shares; 2025Q3: 5,214 shares 5,214$16.4K<0.01%+675Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares 186$16.3K<0.01%0Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 342 shares; 2025Q3: 227 shares 227$16.3K<0.01%-115Timeline
HBNCHORIZON BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 228 shares; 2025Q2: 704 shares; 2025Q3: 1,016 shares 1,016$16.3K<0.01%+312Timeline
CEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 3,167 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 351 shares 351$16.2K<0.01%-2Timeline
ALLOALLOGENE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 403 shares; 2025Q1: 340 shares; 2025Q2: 1,423 shares; 2025Q3: 13,052 shares 13,052$16.2K<0.01%+11,629Timeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 247 shares 247$16.1K<0.01%+15Timeline
DPGDUFF & PHELPS UTLITY AND INFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 4,767 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250$16.1K<0.01%0Timeline
BUSEFIRST BUSEY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 178 shares; 2025Q1: 289 shares; 2025Q2: 314 shares; 2025Q3: 695 shares 695$16.1K<0.01%+381Timeline
AMZAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400$16.1K<0.01%0Timeline
CUKCARNIVAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 154 shares; 2025Q1: 119 shares; 2025Q2: 530 shares; 2025Q3: 604 shares 604$16K<0.01%+74Timeline
REPLREPLIMUNE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 347 shares; 2025Q1: 288 shares; 2025Q2: 118 shares; 2025Q3: 3,809 shares 3,809$16K<0.01%+3,691Timeline
AGGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 769 shares; 2025Q2: 769 shares; 2025Q3: 769 shares 769$15.9K<0.01%0Timeline
MANUMANCHESTER UTD PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares 1,049$15.9K<0.01%0Timeline
NRCNRC HEALTHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 355 shares; 2025Q1: 9 shares; 2025Q2: 410 shares; 2025Q3: 1,240 shares 1,240$15.8K<0.01%+830Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 80 shares 80$15.8K<0.01%0Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 68 shares; 2025Q1: 147 shares; 2025Q2: 43 shares; 2025Q3: 122 shares 122$15.8K<0.01%+79Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 166 shares; 2025Q1: 594 shares; 2025Q2: 609 shares; 2025Q3: 392 shares 392$15.8K<0.01%-217Timeline
JBSJBS N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,034 shares; 2025Q3: 1,054 shares 1,054$15.7K<0.01%+20Timeline
JBLUJETBLUE AIRWAYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 3,169 shares; 2025Q1: 2,907 shares; 2025Q2: 3,074 shares; 2025Q3: 3,198 shares 3,198$15.7K<0.01%+124Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 5 shares; 2025Q2: 13 shares; 2025Q3: 46 shares 46$15.7K<0.01%+33Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91 shares 91$15.7K<0.01%newTimeline
SAFTSAFETY INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 51 shares; 2025Q2: 105 shares; 2025Q3: 222 shares 222$15.7K<0.01%+117Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 187 shares; 2025Q1: 1,053 shares; 2025Q2: 464 shares; 2025Q3: 1,278 shares 1,278$15.6K<0.01%+814Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 342 shares; 2025Q1: 423 shares; 2025Q2: 338 shares; 2025Q3: 565 shares 565$15.6K<0.01%+227Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 245 shares; 2025Q1: 272 shares; 2025Q2: 361 shares; 2025Q3: 821 shares 821$15.6K<0.01%+460Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 67 shares; 2025Q2: 382 shares; 2025Q3: 467 shares 467$15.6K<0.01%+85Timeline
TVTXTRAVERE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 472 shares; 2025Q1: 426 shares; 2025Q2: 400 shares; 2025Q3: 652 shares 652$15.6K<0.01%+252Timeline
CFFNCAPITOL FED FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 854 shares; 2025Q3: 2,453 shares 2,453$15.6K<0.01%+1,599Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 19 shares; 2025Q3: 58 shares 58$15.6K<0.01%+39Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 1,540 shares; 2025Q1: 1,781 shares; 2025Q2: 3,740 shares; 2025Q3: 1,247 shares 1,247$15.6K<0.01%-2,493Timeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 361 shares 361$15.5K<0.01%+282Timeline
VOCVOC ENERGY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,304 shares; 2025Q3: 5,304 shares 5,304$15.5K<0.01%0Timeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares 1,144$15.5K<0.01%newTimeline
WWWWOLVERINE WORLD WIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 277 shares; 2025Q1: 230 shares; 2025Q2: 250 shares; 2025Q3: 564 shares 564$15.5K<0.01%+314Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 134 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 257 shares 257$15.5K<0.01%+136Timeline
TOUST ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 459 shares 459$15.4K<0.01%0Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 44 shares; 2025Q1: 50 shares; 2025Q2: 62 shares; 2025Q3: 88 shares 88$15.4K<0.01%+26Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 282 shares; 2025Q1: 335 shares; 2025Q2: 284 shares; 2025Q3: 462 shares 462$15.4K<0.01%+178Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 147 shares 147$15.4K<0.01%+39Timeline
MHDBLACKROCK MUNIHOLDINGS FD INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares 1,305$15.3K<0.01%newTimeline
ATROASTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 336 shares 336$15.3K<0.01%+154Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 295 shares 295$15.3K<0.01%newTimeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 10,010 shares; 2025Q1: 5,699 shares; 2025Q2: 3,583 shares; 2025Q3: 1,915 shares 1,915$15.3K<0.01%-1,668Timeline
BOCBOSTON OMAHA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 307 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,169 shares 1,169$15.3K<0.01%+169Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 55 shares; 2025Q2: 65 shares; 2025Q3: 98 shares 98$15.3K<0.01%+33Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 113 shares 113$15.2K<0.01%+88Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 319 shares; 2025Q1: 617 shares; 2025Q2: 298 shares; 2025Q3: 298 shares 298$15.2K<0.01%0Timeline
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 442 shares; 2025Q2: 443 shares; 2025Q3: 947 shares 947$15.2K<0.01%+504Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 152 shares; 2025Q1: 373 shares; 2025Q2: 275 shares; 2025Q3: 375 shares 375$15.2K<0.01%+100Timeline
AVNSAVANOS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 345 shares; 2025Q1: 344 shares; 2025Q2: 307 shares; 2025Q3: 1,310 shares 1,310$15.1K<0.01%+1,003Timeline
CBLCBL & ASSOC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 222 shares; 2025Q3: 495 shares 495$15.1K<0.01%+273Timeline
MINDMIND TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,870 shares 1,870$15.1K<0.01%+870Timeline
EL PASO ENERGY CAP TR IEL PASO ENERGY CAP TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 733 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 303 shares 303$15.1K<0.01%-80
INMDINMODE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 74 shares; 2025Q1: 60 shares; 2025Q2: 814 shares; 2025Q3: 1,009 shares 1,009$15K<0.01%+195Timeline
TNCTENNANT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 185 shares 185$15K<0.01%+74Timeline
POWWOUTDOOR HOLDING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,105 shares 10,105$15K<0.01%+5Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 300 shares 300$14.9K<0.01%-1Timeline
VYXNCR VOYIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 820 shares; 2025Q1: 898 shares; 2025Q2: 1,157 shares; 2025Q3: 1,186 shares 1,186$14.9K<0.01%+29Timeline
RNWRENEW ENERGY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 234 shares; 2025Q2: 1,069 shares; 2025Q3: 1,932 shares 1,932$14.9K<0.01%+863Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 116 shares; 2025Q2: 258 shares; 2025Q3: 427 shares 427$14.9K<0.01%+169Timeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,015 shares; 2025Q1: 56 shares; 2025Q2: 79 shares; 2025Q3: 1,202 shares 1,202$14.8K<0.01%+1,123Timeline
ZROZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares 218$14.8K<0.01%newTimeline
SFNCSIMMONS FIRST NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 771 shares 771$14.8K<0.01%+526Timeline
GRRRGORILLA TECHNOLOGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares 800$14.8K<0.01%0Timeline
ABATAMERICAN BATTERY TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,408 shares; 2025Q2: 3,030 shares; 2025Q3: 3,034 shares 3,034$14.7K<0.01%+4Timeline
WDIWESTERN ASSET DIVERSIFIED INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 1,000 shares 1,000$14.7K<0.01%+800Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 1,015 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares 332$14.7K<0.01%0Timeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 58 shares; 2025Q1: 1,479 shares; 2025Q2: 323 shares; 2025Q3: 446 shares 446$14.7K<0.01%+123Timeline
TKCTURKCELL ILETISIMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,255 shares; 2025Q1: 1,105 shares; 2025Q2: 1,455 shares; 2025Q3: 2,440 shares 2,440$14.7K<0.01%+985Timeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 235 shares; 2025Q2: 238 shares; 2025Q3: 240 shares 240$14.7K<0.01%+2Timeline
TMFMRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares 591$14.7K<0.01%0Timeline
MTXMINERALS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 146 shares; 2025Q3: 236 shares 236$14.7K<0.01%+90Timeline
PEBOPEOPLES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 101 shares; 2025Q1: 13 shares; 2025Q2: 104 shares; 2025Q3: 488 shares 488$14.6K<0.01%+384Timeline
OISOIL STS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 2,413 shares 2,413$14.6K<0.01%+1,618Timeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 94 shares; 2025Q1: 103 shares; 2025Q2: 312 shares; 2025Q3: 330 shares 330$14.6K<0.01%+18Timeline
ORCORCHID IS CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 145 shares; 2025Q1: 212 shares; 2025Q2: 1,963 shares; 2025Q3: 2,074 shares 2,074$14.5K<0.01%+111Timeline
GTNGRAY MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,501 shares 2,501$14.5K<0.01%+153Timeline
MSBMESABI TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares 500$14.4K<0.01%0Timeline
FIZZNATIONAL BEVERAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 356 shares; 2025Q1: 319 shares; 2025Q2: 371 shares; 2025Q3: 391 shares 391$14.4K<0.01%+20Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 94 shares; 2025Q1: 43 shares; 2025Q2: 53 shares; 2025Q3: 135 shares 135$14.4K<0.01%+82Timeline
PREMIER INCPREMIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 537 shares; 2025Q1: 901 shares; 2025Q2: 1,108 shares; 2025Q3: 517 shares 517$14.4K<0.01%-591
XERSXERIS BIOPHARMA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 2,076 shares; 2025Q3: 1,765 shares 1,765$14.4K<0.01%-311Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 68 shares; 2025Q1: 67 shares; 2025Q2: 71 shares; 2025Q3: 68 shares 68$14.4K<0.01%-3Timeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,315 shares; 2025Q1: 110 shares; 2025Q2: 220 shares; 2025Q3: 333 shares 333$14.3K<0.01%+113Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 75 shares; 2025Q1: 79 shares; 2025Q2: 93 shares; 2025Q3: 302 shares 302$14.3K<0.01%+209Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 574 shares; 2025Q1: 341 shares; 2025Q2: 842 shares; 2025Q3: 342 shares 342$14.2K<0.01%-500Timeline
MDPEDIATRIX MEDICAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 565 shares; 2025Q3: 848 shares 848$14.2K<0.01%+283Timeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 48 shares; 2025Q1: 146 shares; 2025Q2: 152 shares; 2025Q3: 250 shares 250$14.2K<0.01%+98Timeline
VTOLBRISTOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 147 shares; 2025Q2: 163 shares; 2025Q3: 392 shares 392$14.1K<0.01%+229Timeline
TENBTENABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 37 shares; 2025Q1: 114 shares; 2025Q2: 44 shares; 2025Q3: 485 shares 485$14.1K<0.01%+441Timeline
IOVAIOVANCE BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 732 shares; 2025Q1: 954 shares; 2025Q2: 6,300 shares; 2025Q3: 6,517 shares 6,517$14.1K<0.01%+217Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares 220$14.1K<0.01%0Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 624 shares; 2025Q1: 609 shares; 2025Q2: 519 shares; 2025Q3: 719 shares 719$14.1K<0.01%+200Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 61 shares; 2025Q1: 67 shares; 2025Q2: 93 shares; 2025Q3: 413 shares 413$14.1K<0.01%+320Timeline
GECCGREAT ELM CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400$14K<0.01%0Timeline
IDYAIDEAYA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 111 shares; 2025Q1: 226 shares; 2025Q2: 362 shares; 2025Q3: 514 shares 514$14K<0.01%+152Timeline
WRAPWRAP TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,431 shares; 2025Q3: 6,431 shares 6,431$14K<0.01%0Timeline
RCREADY CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 391 shares; 2025Q1: 3,643 shares; 2025Q2: 3,603 shares; 2025Q3: 3,604 shares 3,604$13.9K<0.01%+1Timeline
MJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197 shares; 2025Q2: 363 shares; 2025Q3: 373 shares 373$13.9K<0.01%+10Timeline
ATMUATMUS FILTRATION TECHNOLOGIEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 144 shares; 2025Q1: 150 shares; 2025Q2: 152 shares; 2025Q3: 309 shares 309$13.9K<0.01%+157Timeline
HPSHANCOCK JOHN PFD INCOME FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 900 shares 900$13.9K<0.01%+720Timeline
VLUSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68$13.9K<0.01%0Timeline
PFSIPENNYMAC FINL SVCS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 52 shares; 2025Q2: 53 shares; 2025Q3: 112 shares 112$13.9K<0.01%+59Timeline
HRTGHERITAGE INSURANCE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82 shares; 2025Q3: 551 shares 551$13.9K<0.01%+469Timeline
SYNASYNAPTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 75 shares; 2025Q1: 169 shares; 2025Q2: 175 shares; 2025Q3: 203 shares 203$13.9K<0.01%+28Timeline
VRRMVERRA MOBILITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 165 shares; 2025Q1: 200 shares; 2025Q2: 190 shares; 2025Q3: 559 shares 559$13.8K<0.01%+369Timeline
HYLNHYLIION HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000$13.8K<0.01%0Timeline
QALTSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares 541$13.7K<0.01%newTimeline
SHOESHOE STA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 618 shares; 2025Q1: 633 shares; 2025Q2: 661 shares; 2025Q3: 659 shares 659$13.7K<0.01%-2Timeline
WRLDWORLD ACCEP CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 81 shares 81$13.7K<0.01%+70Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 339 shares; 2025Q3: 540 shares 540$13.7K<0.01%+201Timeline
PFXPHENIXFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,223 shares; 2025Q2: not reported; 2025Q3: 286 shares 286$13.6K<0.01%newTimeline
PLTKPLAYTIKA HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,301 shares; 2025Q1: 4,996 shares; 2025Q2: 1,158 shares; 2025Q3: 3,500 shares 3,500$13.6K<0.01%+2,342Timeline
ECECOPETROL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 1,608 shares; 2025Q1: 1,627 shares; 2025Q2: 1,432 shares; 2025Q3: 1,478 shares 1,478$13.6K<0.01%+46Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 75 shares 75$13.6K<0.01%+43Timeline
EHIWESTERN ASSET GBL HIGH INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares 2,050$13.5K<0.01%0Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares 500$13.5K<0.01%0Timeline
UAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 420 shares 420$13.5K<0.01%-1,290Timeline
EDFVIRTUS STONE HBR EMRG MKTS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,862 shares; 2025Q3: 2,662 shares 2,662$13.4K<0.01%+800Timeline
FFICFLUSHING FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 378 shares; 2025Q3: 973 shares 973$13.4K<0.01%+595Timeline
PACSPACS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 340 shares; 2025Q1: 830 shares; 2025Q2: 1,146 shares; 2025Q3: 978 shares 978$13.4K<0.01%-168Timeline
INDIINDIE SEMICONDUCTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 171 shares; 2025Q1: 2,412 shares; 2025Q2: 2,965 shares; 2025Q3: 3,299 shares 3,299$13.4K<0.01%+334Timeline
ZENVFZENVIA INC COM CL A (CYM)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000$13.4K<0.01%0Timeline
RAMPLIVERAMP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 94 shares; 2025Q2: 182 shares; 2025Q3: 493 shares 493$13.4K<0.01%+311Timeline
ETOEATON VANCE TAX-ADVANTAGED GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 307 shares; 2025Q1: 313 shares; 2025Q2: 319 shares; 2025Q3: 485 shares 485$13.4K<0.01%+166Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 165 shares; 2025Q1: 150 shares; 2025Q2: 415 shares; 2025Q3: 1,140 shares 1,140$13.3K<0.01%+725Timeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 171 shares; 2025Q1: 518 shares; 2025Q2: 375 shares; 2025Q3: 441 shares 441$13.3K<0.01%+66Timeline
CELZCREATIVE MED TECHNOLOGY HLDGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000$13.3K<0.01%0Timeline
EYENATIONAL VISION HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 456 shares 456$13.3K<0.01%+378Timeline
NMAINUVEEN MULTI ASSET INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 475 shares; 2025Q1: 490 shares; 2025Q2: 2,512 shares; 2025Q3: 1,025 shares 1,025$13.3K<0.01%-1,487Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 332 shares; 2025Q3: 340 shares 340$13.3K<0.01%+8Timeline
ETDETHAN ALLEN INTERIORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 292 shares; 2025Q1: 305 shares; 2025Q2: 309 shares; 2025Q3: 450 shares 450$13.2K<0.01%+141Timeline
HGHAMILTON INSURANCE GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 206 shares; 2025Q3: 534 shares 534$13.2K<0.01%+328Timeline
RYTMRHYTHM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 64 shares; 2025Q3: 131 shares 131$13.2K<0.01%+67Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550$13.2K<0.01%0Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 57 shares; 2025Q1: 144 shares; 2025Q2: 123 shares; 2025Q3: 202 shares 202$13.2K<0.01%+79Timeline
GAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 336 shares 336$13.2K<0.01%0Timeline
CPSCOOPER-STANDARD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 357 shares 357$13.2K<0.01%+60Timeline
GJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares 325$13.2K<0.01%0Timeline
MNRMACH NATURAL RESOURCES LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 1,032 shares; 2025Q3: 1,000 shares 1,000$13.2K<0.01%-32Timeline
MLRMILLER INDS INC TENNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 311 shares; 2025Q3: 326 shares 326$13.2K<0.01%+15Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 40 shares; 2025Q1: 17 shares; 2025Q2: 66 shares; 2025Q3: 109 shares 109$13.2K<0.01%+43Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 54 shares; 2025Q1: 53 shares; 2025Q2: 49 shares; 2025Q3: 54 shares 54$13.2K<0.01%+5Timeline
FWRDFORWARD AIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 509 shares; 2025Q3: 513 shares 513$13.2K<0.01%+4Timeline
IMNMIMMUNOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,122 shares 1,122$13.1K<0.01%+2Timeline
CENTACENTRAL GARDEN & PET COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 79 shares; 2025Q2: 137 shares; 2025Q3: 443 shares 443$13.1K<0.01%+306Timeline
DQDAQO NEW ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares 465$13.1K<0.01%0Timeline
PSTLPOSTAL REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 369 shares; 2025Q2: 408 shares; 2025Q3: 833 shares 833$13.1K<0.01%+425Timeline
JTEKJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares 142$13.1K<0.01%0Timeline
CRNCCERENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 71 shares; 2025Q2: 191 shares; 2025Q3: 1,038 shares 1,038$12.9K<0.01%+847Timeline
GAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares 333$12.9K<0.01%newTimeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 664 shares; 2025Q1: 575 shares; 2025Q2: 802 shares; 2025Q3: 387 shares 387$12.8K<0.01%-415Timeline
KRNYKEARNY FINL CORP MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 935 shares; 2025Q1: 514 shares; 2025Q2: 817 shares; 2025Q3: 1,952 shares 1,952$12.8K<0.01%+1,135Timeline
NWBINORTHWEST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 139 shares; 2025Q3: 1,035 shares 1,035$12.8K<0.01%+896Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares 170$12.8K<0.01%0Timeline
CSANYCOSAN S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 440 shares; 2025Q1: 990 shares; 2025Q2: 2,975 shares; 2025Q3: 2,773 shares 2,773$12.8K<0.01%-202Timeline
PDPAGERDUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 142 shares; 2025Q2: 93 shares; 2025Q3: 772 shares 772$12.8K<0.01%+679Timeline
PALCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 246 shares; 2025Q3: 246 shares 246$12.7K<0.01%0Timeline
TELFYTELEFONICA SA-SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 1,021 shares; 2025Q1: 895 shares; 2025Q2: 2,447 shares; 2025Q3: 2,505 shares 2,505$12.7K<0.01%+58Timeline
OUSTOUSTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 412 shares; 2025Q3: 470 shares 470$12.7K<0.01%+58Timeline
AVDSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 522 shares; 2025Q2: 289 shares; 2025Q3: 188 shares 188$12.7K<0.01%-101Timeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 768 shares; 2025Q3: 210 shares 210$12.7K<0.01%-558Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 190 shares; 2025Q1: 108 shares; 2025Q2: 327 shares; 2025Q3: 433 shares 433$12.7K<0.01%+106Timeline
SITCSITE CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 34 shares; 2025Q1: 72 shares; 2025Q2: 1,247 shares; 2025Q3: 1,402 shares 1,402$12.6K<0.01%+155Timeline
PLGOPELAGOS INS CAP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 695 shares 695$12.6K<0.01%+384Timeline
LBRDALIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 161 shares; 2025Q1: 197 shares; 2025Q2: 226 shares; 2025Q3: 199 shares 199$12.6K<0.01%-27Timeline
AATAMERICAN ASSETS TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 112 shares; 2025Q2: 127 shares; 2025Q3: 620 shares 620$12.6K<0.01%+493Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 519 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares 204$12.6K<0.01%0Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 194 shares; 2025Q1: 220 shares; 2025Q2: 259 shares; 2025Q3: 589 shares 589$12.6K<0.01%+330Timeline
UGPULTRAPAR PARTICIPACOES SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 205 shares; 2025Q1: 594 shares; 2025Q2: 637 shares; 2025Q3: 3,046 shares 3,046$12.5K<0.01%+2,409Timeline
KOSKOSMOS ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 369 shares; 2025Q1: 709 shares; 2025Q2: 2,296 shares; 2025Q3: 7,512 shares 7,512$12.5K<0.01%+5,216Timeline
NVCRNOVOCURE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 428 shares; 2025Q1: 336 shares; 2025Q2: 636 shares; 2025Q3: 964 shares 964$12.5K<0.01%+328Timeline
NBRNABORS INDUSTRIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 57 shares; 2025Q1: 86 shares; 2025Q2: 109 shares; 2025Q3: 304 shares 304$12.4K<0.01%+195Timeline
DDLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 296 shares 296$12.4K<0.01%0Timeline
KELYAKELLY SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: 946 shares 946$12.4K<0.01%+771Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 115 shares; 2025Q1: 66 shares; 2025Q2: 75 shares; 2025Q3: 123 shares 123$12.4K<0.01%+48Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 382 shares; 2025Q1: 375 shares; 2025Q2: 470 shares; 2025Q3: 612 shares 612$12.4K<0.01%+142Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 729 shares; 2025Q3: 546 shares 546$12.3K<0.01%-183Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 256 shares; 2025Q1: 269 shares; 2025Q2: 548 shares; 2025Q3: 565 shares 565$12.3K<0.01%+17Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 127 shares; 2025Q1: 71 shares; 2025Q2: 416 shares; 2025Q3: 410 shares 410$12.3K<0.01%-6Timeline
CLBCORE LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 748 shares; 2025Q1: 333 shares; 2025Q2: 982 shares; 2025Q3: 994 shares 994$12.3K<0.01%+12Timeline
QUIKQUICKLOGIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,023 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares 2,023$12.3K<0.01%0Timeline
JAMFJAMF HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 49 shares; 2025Q3: 1,144 shares 1,144$12.2K<0.01%+1,095Timeline
CNXNPC CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 23 shares; 2025Q2: 88 shares; 2025Q3: 197 shares 197$12.2K<0.01%+109Timeline
PSIXPOWER SOLUTIONS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 124 shares 124$12.2K<0.01%+94Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 347 shares; 2025Q2: 350 shares; 2025Q3: 326 shares 326$12.2K<0.01%-24Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 136 shares; 2025Q1: 175 shares; 2025Q2: 200 shares; 2025Q3: 237 shares 237$12.2K<0.01%+37Timeline
TCPCBLACKROCK TCP CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,956 shares; 2025Q3: 1,956 shares 1,956$12.1K<0.01%0Timeline
EVGOEVGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 1,420 shares; 2025Q1: 1,501 shares; 2025Q2: 2,388 shares; 2025Q3: 2,558 shares 2,558$12.1K<0.01%+170Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 20 shares; 2025Q2: 31 shares; 2025Q3: 73 shares 73$12.1K<0.01%+42Timeline
ZENAZENATECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,520 shares 2,520$12.1K<0.01%newTimeline
QNSTQUINSTREET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 21 shares; 2025Q3: 779 shares 779$12.1K<0.01%+758Timeline
COMBGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 976 shares; 2025Q1: 851 shares; 2025Q2: 801 shares; 2025Q3: 551 shares 551$12K<0.01%-250Timeline
ONDSONDAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,555 shares 1,555$12K<0.01%newTimeline
SFBSSERVISFIRST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 149 shares 149$12K<0.01%+118Timeline
CIFMFS INTER HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,780 shares; 2025Q3: 6,780 shares 6,780$12K<0.01%0Timeline
CRMLCRITICAL METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares 1,921$11.9K<0.01%newTimeline
VHIVALHI INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares 755$11.9K<0.01%0Timeline
KFRCKFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 61 shares; 2025Q3: 397 shares 397$11.9K<0.01%+336Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 287 shares; 2025Q1: 275 shares; 2025Q2: 278 shares; 2025Q3: 538 shares 538$11.9K<0.01%+260Timeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 208 shares; 2025Q1: 464 shares; 2025Q2: 333 shares; 2025Q3: 390 shares 390$11.9K<0.01%+57Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 92 shares; 2025Q1: 247 shares; 2025Q2: 481 shares; 2025Q3: 510 shares 510$11.9K<0.01%+29Timeline
GRFEAGLE CAP GROWTH FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares 1,127$11.8K<0.01%0Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,032 shares; 2025Q2: 1,000 shares; 2025Q3: 1,039 shares 1,039$11.8K<0.01%+39Timeline
ONCYONCOLYTICS BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 8,452 shares; 2025Q1: 8,452 shares; 2025Q2: 8,452 shares; 2025Q3: 8,452 shares 8,452$11.8K<0.01%0Timeline
KATADVISORS SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares 210$11.8K<0.01%newTimeline
YYYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$11.8K<0.01%0Timeline
EFTEATON VANCE FLOATING RATE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$11.8K<0.01%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHScall34,300$22.8M+21,200
WFCWELLS FARGO & CO COMput186,200$15.6M0
NVDANVIDIA CORPORATION COMput54,400$10.1M-100
AAPLAPPLE INC COMcall23,700$6.03Mnew
AAPLAPPLE INC COMput19,700$5.02M+6,000
SNOWSNOWFLAKE INC Stockcall9,200$2.08Mnew
NVDANVIDIA CORPORATION COMcall9,900$1.85Mnew
BRK-BBERKSHIRE HATHAWAY INC DEL COMput3,700$1.81Mnew
MAMASTERCARD INCORPORATED COMput2,900$1.65Mnew
GOOGALPHABET INC COMcall6,100$1.49Mnew
AMZNAMAZON COM INC COMcall5,900$1.3Mnew
ZZILLOW GROUP INC Stockcall13,800$1.06Mnew
THCTENET HEALTHCARE CORP Stockput4,700$954K0
AMZNAMAZON COM INC COMput3,300$725K+2,000
TSLATESLA INC COMput1,300$578K0
VVISA INC COMput1,200$410Knew
JPMJPMORGAN CHASE & CO COMput1,200$379Knew
PWRQUANTA SVCS INC COMcall900$373Knew
NFLXNETFLIX INC. COMput200$240K0
CSCOCISCO SYS INC COMcall3,200$219Knew
VOOVANGUARD INDEX FDS COMcall200$122Knew
PSAPUBLIC STORAGE REITcall400$116Knew
TMOTHERMO FISHER SCIENTIFIC INC COMcall200$97Knew
QIDPROSHARES TR ULTRASHORT QQQcall3,000$66Knew
LMTLOCKHEED MARTIN CORP COMcall100$49.9Knew
PLTRPALANTIR TECHNOLOGIES INC COMcall200$36.5Knew
NKENIKE INC COMcall500$34.9Knew
SLVISHARES SILVER TR COMcall800$33.9Knew
QCOMQUALCOMM INC COMcall200$33.3Knew
INSWINTERNATIONAL SEAWAYS INC Stockcall700$32.3Knew
AMGNAMGEN INC COMcall100$28.2Knew
CRMSALESFORCE INC COMcall100$23.7Knew
PNCPNC FINL SVCS GROUP INC Stockcall100$20.1Knew
AVBAVALONBAY CMNTYS INC REITcall100$19.3Knew
MDTMEDTRONIC PLC COMcall200$19Knew
MRVLMARVELL TECHNOLOGY INC COMcall200$16.8Knew
CLXCLOROX CO DEL COMcall100$12.3Knew
WULFTERAWULF INC COMcall900$10.3Knew
PFEPFIZER INC COMcall400$10.2Knew
SOUNSOUNDHOUND AI INC Stockcall600$9.65Knew
SWKSTANLEY BLACK & DECKER INC Stockcall100$7.43Knew
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR SPONSORED ADScall100$5.97Knew
BMNRBITMINE IMMERSION TECHS INC COM NEWcall100$5.19Knew
TTDTHE TRADE DESK INC STOKcall100$4.9Knew
RKLBROCKET LAB CORP STOKcall100$4.79Knew
BMYBRISTOL-MYERS SQUIBB CO COMcall100$4.51Knew
PBAPEMBINA PIPELINE CORP Stockcall100$4.05Knew
MOSMOSAIC CO Stockcall100$3.47Knew
PLUGPLUG PWR INC COM NEWcall1,000$2.33Knew

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 198. All 198

SecurityShares beforeValue beforeType
LISTED FDS TRLISTED FDS TR1,003,752$20.2Mshares
LISTED FDS TRLISTED FDS TR694,547$6.79Mshares
LEGG MASON ETF INVTLEGG MASON ETF INVT162,447$3.28Mshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC38,558$443Kshares
OXFORD LANE CAP CORPOXFORD LANE CAP CORP95,209$400Kshares
FOOT LOCKER INCFOOT LOCKER INC13,339$327Kshares
KNGFIRST TR EXCHANGE-TRADED FD5,986$294Kshares
PIMCO MUN INCOME FD IIIPIMCO MUN INCOME FD III38,570$265Kshares
VIPER ENERGY INC-CL AVIPER ENERGY INC-CL A5,828$222Kshares
HESS CORPHESS CORP1,243$172Kshares
CMDTPIMCO ETF TR5,693$147Kshares
PFEBINNOVATOR ETFS TRUST3,711$141Kshares
SOUTHSTATE BANK CORPSOUTHSTATE BANK CORP1,324$122Kshares
ANSYS INCANSYS INC331$116Kshares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC2,874$115Kshares
GBABGUGGENHEIM TAXABLE MUNICP BO7,000$105Kshares
SPBOSPDR SERIES TRUST3,510$103Kshares
AMERICAN CENTY ETF TRAMERICAN CENTY ETF TR2,504$88.5Kshares
PIONEER MUNICIPAL HIGH INCO…PIONEER MUNICIPAL HIGH INCOME9,000$82.4Kshares
SKXSKECHERS U S A INC1,284$81Kshares
RISRTIDAL TRUST I2,200$80.5Kshares
DHXDHI GROUP INC26,488$78.7Kshares
JAJLINNOVATOR ETFS TRUST2,595$73.1Kshares
VGVENTURE GLOBAL INC4,020$62.6Kshares
UDECINNOVATOR ETFS TRUST1,700$61.9Kshares
LEGG MASON ETF INVTLEGG MASON ETF INVT2,423$58.8Kshares
PAPRINNOVATOR ETFS TRUST1,569$58.5Kshares
UNLUNITED STS 12 MONTH NAT GAS6,000$52.3Kshares
VERVE THERAPEUTICS INCVERVE THERAPEUTICS INC4,545$51Kshares
GLUGABELLI GLOBAL UTIL & INCOME2,692$46.6Kshares
Veru IncVeru Inc78,170$45.5Kshares
ENSTAR GROUP LIMITEDENSTAR GROUP LIMITED135$45.4Kshares
THQABRDN HEALTHCARE OPPORTUNITI2,400$44.1Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL3,276$42.3Kshares
UYGPROSHARES TR420$40.1Kshares
GMS INCGMS INC357$38.8Kshares
XNTKSPDR SERIES TRUST155$36.8Kshares
HYPDHYPERION DEFI INC3,500$36.3Kshares
DMBSDOUBLELINE ETF TRUST726$35.6Kshares
UNITI GROUP INCUNITI GROUP INC7,811$33.7Kshares
NUVEEN PREFERRED &amp; INCO…NUVEEN PREFERRED &amp; INCOME1,622$33.7Kshares
HGERHARBOR ETF TRUST1,300$31.6Kshares
ISEPINNOVATOR ETFS TRUST1,000$30.9Kshares
AMEDISYS INCAMEDISYS INC289$28.4Kshares
BIODESIX INCBIODESIX INC99,331$28Kshares
MTBASIMPLIFY EXCHANGE TRADED FUN523$26.2Kshares
SMART GLOBAL HLDGS INCSMART GLOBAL HLDGS INC1,267$25.1Kshares
AZEK CO INCAZEK CO INC456$24.8Kshares
XSVNBONDBLOXX ETF TRUST491$23.5Kshares
DUN & BRADSTREET HLDGS INCDUN & BRADSTREET HLDGS INC2,576$23.4Kshares
HLALLISTED FDS TR410$21.9Kshares
DFNST3 DEFENSE INC2,000$21.9Kshares
PJANINNOVATOR ETFS TRUST477$21Kshares
XBJLINNOVATOR ETFS TRUST507$18.2Kshares
MBSANGEL OAK FUNDS TRUST2,096$18.1Kshares
XTENBONDBLOXX ETF TRUST391$18Kshares
XFIVBONDBLOXX ETF TRUST327$16.1Kshares
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP121$15.5Kshares
BIOAFFINITY TECHNOLOGIES INCBIOAFFINITY TECHNOLOGIES INC53,734$15.4Kshares
ROMPROSHARES TR200$15.2Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL654$15Kshares
FONRFONAR CORP1,000$15Kshares
SENSEONICS HLDGS INCSENSEONICS HLDGS INC29,920$14.3Kshares
CLOXSERIES PORTFOLIOS TR555$14.2Kshares
BUXXEA SERIES TRUST691$14Kshares
LUCID GROUP INCLUCID GROUP INC6,442$13.6Kshares
TJULINNOVATOR ETFS TRUST450$12.9Kshares
JSIJANUS DETROIT STR TR245$12.9Kshares
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION516$12.8Kshares
ULSTSSGA ACTIVE ETF TR307$12.5Kshares
BOATTIDAL TRUST I406$11.5Kshares
OCTWAIM ETF PRODUCTS TRUST306$11.3Kshares
NXENEXGEN ENERGY LTD1,629$11.3Kshares
PRFDPIMCO ETF TR211$10.8Kshares
WAG GROUP CO COMMON STOCKWAG GROUP CO COMMON STOCK45,000$10.4Kshares
XEMDXWESTERN ASSET EMERGING MKTS1,031$10.4Kshares
FCTEETF OPPORTUNITIES TRUST378$10.1Kshares
MMITNYLIM ACTIVE ETF TR390$9.3Kshares
MAG SILVER CORPMAG SILVER CORP435$9.18Kshares
SPARTANNASH COSPARTANNASH CO336$8.9Kshares
BP PRUDHOE BAY RTY TRBP PRUDHOE BAY RTY TR17,178$8.59Kshares
EVERI HLDGS INCEVERI HLDGS INC597$8.5Kshares
XITKSPDR SERIES TRUST44$8.33Kshares
PACIFIC PREMIER BANCORP INCPACIFIC PREMIER BANCORP INC379$7.99Kshares
NNOXNANO X IMAGING LTD1,546$7.99Kshares
GOLDEN OCEAN GROUP LTDGOLDEN OCEAN GROUP LTD1,042$7.63Kshares
MNANYLIM ETF TR215$7.58Kshares
DABSDOUBLELINE ETF TRUST142$7.2Kshares
DCREDOUBLELINE ETF TRUST138$7.18Kshares
WK KELLOGG COWK KELLOGG CO430$6.85Kshares
DIREXION SHS ETF TRDIREXION SHS ETF TR1,533$6.73Kshares
SITIO ROYALTIES CORPSITIO ROYALTIES CORP359$6.6Kshares
SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AG115$6.5Kshares
TRIUMPH GROUP INC NEWTRIUMPH GROUP INC NEW210$5.41Kshares
OLO INCOLO INC559$4.98Kshares
HEQJOHN HANCOCK DIVERSIFIED INC470$4.97Kshares
TFPMTRIPLE FLAG PRECIOUS METAL180$4.26Kshares
SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INC89$4.18Kshares
Couchbase IncCouchbase Inc168$4.1Kshares
DAREDARE BIOSCIENCE INC1,667$3.98Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001140361-25-044001 base2025-12-02acceptance time not in the bulk data set