GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 76,840 shares; 2023Q4: 75,054 shares; 2024Q1: 73,634 shares; 2024Q2: 119,793 shares; 2024Q3: 98,045 shares; 2024Q4: 103,653 shares 103,653 $3.51M 0.02% +5,608 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 211,771 shares; 2023Q4: 206,972 shares; 2024Q1: 202,595 shares; 2024Q2: 230,283 shares; 2024Q3: 181,636 shares; 2024Q4: 174,393 shares 174,393 $3.5M 0.02% -7,243 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,371 shares; 2023Q4: 3,567 shares; 2024Q1: 3,522 shares; 2024Q2: 12,541 shares; 2024Q3: 19,179 shares; 2024Q4: 23,626 shares 23,626 $3.49M 0.02% +4,447 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 101,082 shares; 2024Q3: 105,735 shares; 2024Q4: 150,381 shares 150,381 $3.49M 0.02% +44,646 D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 56,178 shares; 2023Q4: 53,577 shares; 2024Q1: 41,139 shares; 2024Q2: 66,634 shares; 2024Q3: 61,657 shares; 2024Q4: 64,769 shares 64,769 $3.49M 0.02% +3,112 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,335 shares; 2023Q4: 48,633 shares; 2024Q1: 47,803 shares; 2024Q2: 56,328 shares; 2024Q3: 56,003 shares; 2024Q4: 54,889 shares 54,889 $3.48M 0.02% -1,114 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 71,788 shares; 2023Q4: 75,717 shares; 2024Q1: 52,970 shares; 2024Q2: 63,361 shares; 2024Q3: 97,055 shares; 2024Q4: 118,933 shares 118,933 $3.48M 0.02% +21,878 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,829 shares; 2023Q4: 61,933 shares; 2024Q1: 89,071 shares; 2024Q2: 89,257 shares; 2024Q3: 87,602 shares; 2024Q4: 87,716 shares 87,716 $3.47M 0.02% +114 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 108,718 shares; 2023Q4: 127,635 shares; 2024Q1: 136,641 shares; 2024Q2: 147,344 shares; 2024Q3: 155,857 shares; 2024Q4: 32,131 shares 32,131 $3.47M 0.02% -123,726 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,402 shares; 2023Q4: 51,143 shares; 2024Q1: 52,260 shares; 2024Q2: 60,818 shares; 2024Q3: 63,107 shares; 2024Q4: 63,624 shares 63,624 $3.47M 0.02% +517 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,016 shares; 2023Q4: 35,597 shares; 2024Q1: 39,050 shares; 2024Q2: 45,615 shares; 2024Q3: 45,125 shares; 2024Q4: 42,781 shares 42,781 $3.46M 0.02% -2,344 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,903 shares; 2023Q4: 60,840 shares; 2024Q1: 103,944 shares; 2024Q2: 115,104 shares; 2024Q3: 121,932 shares; 2024Q4: 139,773 shares 139,773 $3.45M 0.02% +17,841 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,971 shares; 2023Q4: 5,262 shares; 2024Q1: 5,302 shares; 2024Q2: 6,087 shares; 2024Q3: 6,285 shares; 2024Q4: 5,774 shares 5,774 $3.43M 0.02% -511 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,830 shares; 2023Q4: 25,192 shares; 2024Q1: 22,807 shares; 2024Q2: 38,478 shares; 2024Q3: 40,796 shares; 2024Q4: 40,728 shares 40,728 $3.43M 0.02% -68 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,144 shares; 2023Q4: 9,183 shares; 2024Q1: 13,351 shares; 2024Q2: 22,999 shares; 2024Q3: 42,396 shares; 2024Q4: 68,556 shares 68,556 $3.43M 0.02% +26,160 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,210 shares; 2023Q4: 8,168 shares; 2024Q1: 46,270 shares; 2024Q2: 46,415 shares; 2024Q3: 53,642 shares; 2024Q4: 58,964 shares 58,964 $3.42M 0.02% +5,322 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,002 shares; 2023Q4: 82,702 shares; 2024Q1: 49,734 shares; 2024Q2: 71,222 shares; 2024Q3: 50,164 shares; 2024Q4: 74,842 shares 74,842 $3.41M 0.02% +24,678 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,657 shares; 2023Q4: 3,960 shares; 2024Q1: 4,142 shares; 2024Q2: 4,629 shares; 2024Q3: 4,845 shares; 2024Q4: 4,833 shares 4,833 $3.4M 0.02% -12 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,364 shares; 2023Q4: 1,492 shares; 2024Q1: 1,479 shares; 2024Q2: 2,159 shares; 2024Q3: 2,000 shares; 2024Q4: 1,999 shares 1,999 $3.4M 0.02% -1 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,153 shares; 2023Q4: 9,231 shares; 2024Q1: 12,047 shares; 2024Q2: 16,506 shares; 2024Q3: 17,437 shares; 2024Q4: 16,860 shares 16,860 $3.39M 0.02% -577 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 99,820 shares; 2024Q3: 98,557 shares; 2024Q4: 94,616 shares 94,616 $3.37M 0.02% -3,941 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,448 shares; 2023Q4: 47,311 shares; 2024Q1: 46,319 shares; 2024Q2: 50,401 shares; 2024Q3: 53,244 shares; 2024Q4: 58,913 shares 58,913 $3.37M 0.02% +5,669 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100,606 shares; 2023Q4: 98,228 shares; 2024Q1: 98,450 shares; 2024Q2: 99,200 shares; 2024Q3: 98,615 shares; 2024Q4: 97,498 shares 97,498 $3.35M 0.02% -1,117 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,895 shares; 2023Q4: 16,618 shares; 2024Q1: 13,743 shares; 2024Q2: 22,403 shares; 2024Q3: 23,441 shares; 2024Q4: 23,820 shares 23,820 $3.34M 0.02% +379 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,913 shares; 2023Q4: 13,421 shares; 2024Q1: 71,772 shares; 2024Q2: 71,567 shares; 2024Q3: 70,948 shares; 2024Q4: 69,561 shares 69,561 $3.34M 0.02% -1,387 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38,971 shares; 2023Q4: 35,698 shares; 2024Q1: 23,390 shares; 2024Q2: 51,880 shares; 2024Q3: 52,153 shares; 2024Q4: 51,974 shares 51,974 $3.31M 0.02% -179 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,580 shares; 2023Q4: 12,616 shares; 2024Q1: 13,117 shares; 2024Q2: 36,273 shares; 2024Q3: 37,101 shares; 2024Q4: 40,455 shares 40,455 $3.31M 0.02% +3,354 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,215 shares; 2023Q4: 17,150 shares; 2024Q1: 20,601 shares; 2024Q2: 32,529 shares; 2024Q3: 31,105 shares; 2024Q4: 27,990 shares 27,990 $3.27M 0.02% -3,115 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 147,185 shares; 2023Q4: 151,967 shares; 2024Q1: 135,103 shares; 2024Q2: 129,945 shares; 2024Q3: 126,216 shares; 2024Q4: 119,070 shares 119,070 $3.26M 0.02% -7,146 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,462 shares; 2023Q4: 49,524 shares; 2024Q1: 49,512 shares; 2024Q2: 55,211 shares; 2024Q3: 54,282 shares; 2024Q4: 49,232 shares 49,232 $3.26M 0.02% -5,050 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,966 shares; 2023Q4: 15,136 shares; 2024Q1: 15,265 shares; 2024Q2: 32,848 shares; 2024Q3: 29,134 shares; 2024Q4: 36,416 shares 36,416 $3.25M 0.02% +7,282 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,531 shares; 2023Q4: 97,976 shares; 2024Q1: 109,491 shares; 2024Q2: 113,468 shares; 2024Q3: 116,342 shares; 2024Q4: 117,507 shares 117,507 $3.25M 0.02% +1,165 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,196 shares; 2023Q4: 71,483 shares; 2024Q1: 171,606 shares; 2024Q2: 123,026 shares; 2024Q3: 128,477 shares; 2024Q4: 129,479 shares 129,479 $3.24M 0.02% +1,002 CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,988 shares; 2023Q4: 3,328 shares; 2024Q1: 3,612 shares; 2024Q2: 11,509 shares; 2024Q3: 11,348 shares; 2024Q4: 11,740 shares 11,740 $3.24M 0.02% +392 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 162,519 shares 162,519 $3.24M 0.02% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 65,551 shares; 2023Q4: 63,723 shares; 2024Q1: 104,829 shares; 2024Q2: 115,588 shares; 2024Q3: 124,513 shares; 2024Q4: 126,508 shares 126,508 $3.23M 0.02% +1,995 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 66,118 shares; 2023Q4: 60,624 shares; 2024Q1: 58,785 shares; 2024Q2: 63,519 shares; 2024Q3: 67,485 shares; 2024Q4: 69,494 shares 69,494 $3.22M 0.02% +2,009 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,899 shares; 2024Q2: 17,050 shares; 2024Q3: 53,726 shares; 2024Q4: 100,384 shares 100,384 $3.22M 0.02% +46,658 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,192 shares; 2023Q4: 21,114 shares; 2024Q1: 24,641 shares; 2024Q2: 36,548 shares; 2024Q3: 39,803 shares; 2024Q4: 40,194 shares 40,194 $3.21M 0.02% +391 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,831 shares; 2023Q4: 28,423 shares; 2024Q1: 49,678 shares; 2024Q2: 57,739 shares; 2024Q3: 65,587 shares; 2024Q4: 91,647 shares 91,647 $3.2M 0.02% +26,060 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,368 shares; 2023Q4: 13,626 shares; 2024Q1: 12,655 shares; 2024Q2: 16,845 shares; 2024Q3: 16,035 shares; 2024Q4: 16,833 shares 16,833 $3.2M 0.02% +798 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 100,230 shares; 2023Q4: 93,027 shares; 2024Q1: 93,514 shares; 2024Q2: 81,389 shares; 2024Q3: 100,048 shares; 2024Q4: 104,630 shares 104,630 $3.19M 0.02% +4,582 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,023 shares; 2023Q4: 9,179 shares; 2024Q1: 14,097 shares; 2024Q2: 13,778 shares; 2024Q3: 13,060 shares; 2024Q4: 12,539 shares 12,539 $3.19M 0.02% -521 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,407 shares; 2023Q4: 24,847 shares; 2024Q1: 27,713 shares; 2024Q2: 54,798 shares; 2024Q3: 60,718 shares; 2024Q4: 82,740 shares 82,740 $3.17M 0.02% +22,022 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,030 shares; 2024Q2: 18,153 shares; 2024Q3: 30,379 shares; 2024Q4: 36,335 shares 36,335 $3.16M 0.02% +5,956 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 183,838 shares; 2023Q4: 188,879 shares; 2024Q1: 46,372 shares; 2024Q2: 48,634 shares; 2024Q3: 50,808 shares; 2024Q4: 53,507 shares 53,507 $3.14M 0.02% +2,699 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,100 shares; 2023Q4: 20,499 shares; 2024Q1: 21,226 shares; 2024Q2: 38,750 shares; 2024Q3: 40,085 shares; 2024Q4: 34,569 shares 34,569 $3.14M 0.02% -5,516 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,166 shares; 2023Q4: 1,304 shares; 2024Q1: 1,384 shares; 2024Q2: 1,986 shares; 2024Q3: 2,178 shares; 2024Q4: 2,625 shares 2,625 $3.11M 0.02% +447 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,845 shares; 2023Q4: 38,677 shares; 2024Q1: 42,348 shares; 2024Q2: 44,962 shares; 2024Q3: 44,392 shares; 2024Q4: 41,025 shares 41,025 $3.11M 0.02% -3,367 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,007 shares; 2023Q4: 20,144 shares; 2024Q1: 33,086 shares; 2024Q2: 27,250 shares; 2024Q3: 26,362 shares; 2024Q4: 26,869 shares 26,869 $3.11M 0.02% +507 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,162 shares; 2023Q4: 24,368 shares; 2024Q1: 24,356 shares; 2024Q2: 27,543 shares; 2024Q3: 53,971 shares; 2024Q4: 57,775 shares 57,775 $3.1M 0.02% +3,804 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,829 shares; 2023Q4: 12,007 shares; 2024Q1: 11,986 shares; 2024Q2: 12,559 shares; 2024Q3: 13,206 shares; 2024Q4: 13,362 shares 13,362 $3.08M 0.02% +156 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,446 shares; 2023Q4: 17,895 shares; 2024Q1: 18,458 shares; 2024Q2: 19,016 shares; 2024Q3: 25,958 shares; 2024Q4: 53,772 shares 53,772 $3.08M 0.02% +27,814 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,122 shares; 2023Q4: 62,589 shares; 2024Q1: 81,693 shares; 2024Q2: 95,944 shares; 2024Q3: 96,387 shares; 2024Q4: 96,108 shares 96,108 $3.07M 0.02% -279 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 382,582 shares; 2023Q4: 302,148 shares; 2024Q1: 222,102 shares; 2024Q2: 78,066 shares; 2024Q3: 56,469 shares; 2024Q4: 48,657 shares 48,657 $3.04M 0.02% -7,812 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64,000 shares; 2023Q4: 55,694 shares; 2024Q1: 55,983 shares; 2024Q2: 56,375 shares; 2024Q3: 62,067 shares; 2024Q4: 63,503 shares 63,503 $3.02M 0.02% +1,436 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,625 shares; 2023Q4: 3,684 shares; 2024Q1: 4,416 shares; 2024Q2: 11,212 shares; 2024Q3: 12,257 shares; 2024Q4: 22,881 shares 22,881 $3.01M 0.02% +10,624 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,742 shares; 2023Q4: 21,169 shares; 2024Q1: 26,593 shares; 2024Q2: 29,144 shares; 2024Q3: 45,566 shares; 2024Q4: 54,069 shares 54,069 $2.99M 0.02% +8,503 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,960 shares; 2023Q4: 21,034 shares; 2024Q1: 26,534 shares; 2024Q2: 32,878 shares; 2024Q3: 43,578 shares; 2024Q4: 57,785 shares 57,785 $2.99M 0.02% +14,207 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,538 shares; 2023Q4: 5,248 shares; 2024Q1: 6,821 shares; 2024Q2: 10,532 shares; 2024Q3: 11,382 shares; 2024Q4: 9,967 shares 9,967 $2.98M 0.02% -1,415 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,819 shares; 2023Q4: 20,636 shares; 2024Q1: 21,928 shares; 2024Q2: 30,019 shares; 2024Q3: 29,759 shares; 2024Q4: 35,052 shares 35,052 $2.98M 0.02% +5,293 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,843 shares; 2023Q4: 8,076 shares; 2024Q1: 9,262 shares; 2024Q2: 11,476 shares; 2024Q3: 10,759 shares; 2024Q4: 10,996 shares 10,996 $2.97M 0.02% +237 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 138,153 shares; 2023Q4: 103,230 shares; 2024Q1: 113,618 shares; 2024Q2: 112,578 shares; 2024Q3: 96,407 shares; 2024Q4: 88,730 shares 88,730 $2.96M 0.02% -7,677 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 89,722 shares; 2023Q4: 88,399 shares; 2024Q1: 113,625 shares; 2024Q2: 130,570 shares; 2024Q3: 137,173 shares; 2024Q4: 151,252 shares 151,252 $2.95M 0.02% +14,079 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,331 shares; 2023Q4: 13,195 shares; 2024Q1: 16,107 shares; 2024Q2: 22,178 shares; 2024Q3: 23,037 shares; 2024Q4: 24,131 shares 24,131 $2.94M 0.02% +1,094 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,608 shares; 2023Q4: 1,717 shares; 2024Q1: 1,731 shares; 2024Q2: 3,334 shares; 2024Q3: 8,322 shares; 2024Q4: 15,636 shares 15,636 $2.92M 0.02% +7,314 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91,727 shares; 2023Q4: 101,154 shares; 2024Q1: 61,673 shares; 2024Q2: 52,618 shares; 2024Q3: 56,686 shares; 2024Q4: 63,748 shares 63,748 $2.92M 0.02% +7,062 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 916 shares; 2023Q4: 957 shares; 2024Q1: 962 shares; 2024Q2: 6,469 shares; 2024Q3: 6,683 shares; 2024Q4: 6,264 shares 6,264 $2.91M 0.02% -419 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,979 shares; 2023Q4: 12,187 shares; 2024Q1: 18,766 shares; 2024Q2: 26,189 shares; 2024Q3: 27,103 shares; 2024Q4: 29,938 shares 29,938 $2.91M 0.02% +2,835 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,816 shares; 2024Q3: 2,753 shares; 2024Q4: 24,382 shares 24,382 $2.91M 0.02% +21,629 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,222 shares; 2023Q4: 23,019 shares; 2024Q1: 23,019 shares; 2024Q2: 30,167 shares; 2024Q3: 30,305 shares; 2024Q4: 31,420 shares 31,420 $2.91M 0.02% +1,115 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,839 shares; 2023Q4: 5,805 shares; 2024Q1: 5,324 shares; 2024Q2: 59,336 shares; 2024Q3: 61,991 shares; 2024Q4: 50,520 shares 50,520 $2.9M 0.02% -11,471 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,057 shares; 2024Q3: 13,158 shares; 2024Q4: 13,159 shares 13,159 $2.89M 0.02% +1 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 58,126 shares; 2023Q4: 52,511 shares; 2024Q1: 69,912 shares; 2024Q2: 67,664 shares; 2024Q3: 71,984 shares; 2024Q4: 73,564 shares 73,564 $2.86M 0.02% +1,580 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 39,407 shares 39,407 $2.85M 0.02% new Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,533 shares; 2023Q4: 121,509 shares; 2024Q1: 128,961 shares; 2024Q2: 141,362 shares; 2024Q3: 160,268 shares; 2024Q4: 82,729 shares 82,729 $2.81M 0.02% -77,539 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,589 shares; 2023Q4: 6,191 shares; 2024Q1: 6,533 shares; 2024Q2: 23,517 shares; 2024Q3: 23,894 shares; 2024Q4: 26,478 shares 26,478 $2.81M 0.02% +2,584 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 124,746 shares 124,746 $2.8M 0.02% new Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,523 shares; 2023Q4: 33,905 shares; 2024Q1: 40,564 shares; 2024Q2: 97,077 shares; 2024Q3: 99,668 shares; 2024Q4: 148,228 shares 148,228 $2.8M 0.02% +48,560 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 404,250 shares; 2023Q4: 424,599 shares; 2024Q1: 194,498 shares; 2024Q2: 86,675 shares; 2024Q3: 55,582 shares; 2024Q4: 58,988 shares 58,988 $2.8M 0.02% +3,406 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,117 shares; 2023Q4: 43,302 shares; 2024Q1: 77,008 shares; 2024Q2: 116,517 shares; 2024Q3: 126,081 shares; 2024Q4: 138,726 shares 138,726 $2.79M 0.02% +12,645 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 44,152 shares; 2023Q4: 44,595 shares; 2024Q1: 54,730 shares; 2024Q2: 80,655 shares; 2024Q3: 82,575 shares; 2024Q4: 73,121 shares 73,121 $2.78M 0.02% -9,454 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 84,215 shares; 2023Q4: 78,890 shares; 2024Q1: 55,476 shares; 2024Q2: 54,835 shares; 2024Q3: 52,803 shares; 2024Q4: 54,522 shares 54,522 $2.77M 0.02% +1,719 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,920 shares; 2023Q4: 3,649 shares; 2024Q1: not reported; 2024Q2: 16,939 shares; 2024Q3: 18,837 shares; 2024Q4: 18,439 shares 18,439 $2.76M 0.02% -398 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,018 shares; 2023Q4: 27,348 shares; 2024Q1: 28,471 shares; 2024Q2: 57,116 shares; 2024Q3: 58,615 shares; 2024Q4: 50,364 shares 50,364 $2.74M 0.02% -8,251 HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,815 shares; 2024Q2: not reported; 2024Q3: 5,629 shares; 2024Q4: 44,197 shares 44,197 $2.74M 0.02% +38,568 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 82,425 shares; 2023Q4: 72,805 shares; 2024Q1: 58,197 shares; 2024Q2: 57,358 shares; 2024Q3: 54,656 shares; 2024Q4: 50,530 shares 50,530 $2.73M 0.02% -4,126 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,544 shares; 2024Q3: 26,756 shares; 2024Q4: 111,488 shares 111,488 $2.73M 0.02% +84,732 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,717 shares; 2023Q4: 19,295 shares; 2024Q1: 13,580 shares; 2024Q2: 22,937 shares; 2024Q3: 24,301 shares; 2024Q4: 23,228 shares 23,228 $2.73M 0.02% -1,073 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 110,557 shares 110,557 $2.73M 0.02% new Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 73,543 shares; 2023Q4: 77,021 shares; 2024Q1: 81,016 shares; 2024Q2: 90,228 shares; 2024Q3: 95,061 shares; 2024Q4: 100,124 shares 100,124 $2.71M 0.02% +5,063 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,486 shares; 2023Q4: 4,844 shares; 2024Q1: 13,187 shares; 2024Q2: 13,999 shares; 2024Q3: 28,775 shares; 2024Q4: 56,001 shares 56,001 $2.7M 0.02% +27,226 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,608 shares; 2024Q2: 15,684 shares; 2024Q3: 21,823 shares; 2024Q4: 23,661 shares 23,661 $2.69M 0.02% +1,838 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,675 shares; 2023Q4: 3,247 shares; 2024Q1: 3,034 shares; 2024Q2: 7,939 shares; 2024Q3: 8,005 shares; 2024Q4: 7,706 shares 7,706 $2.69M 0.02% -299 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 99,753 shares; 2023Q4: 96,279 shares; 2024Q1: 97,875 shares; 2024Q2: 134,264 shares; 2024Q3: 86,870 shares; 2024Q4: 90,666 shares 90,666 $2.68M 0.02% +3,796 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 206,230 shares; 2024Q3: 210,825 shares; 2024Q4: 228,642 shares 228,642 $2.68M 0.02% +17,817 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,615 shares; 2024Q1: 8,513 shares; 2024Q2: 9,034 shares; 2024Q3: 12,230 shares; 2024Q4: 40,426 shares 40,426 $2.67M 0.02% +28,196 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38,190 shares; 2024Q4: 75,447 shares 75,447 $2.67M 0.02% +37,257 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,803 shares; 2023Q4: 20,815 shares; 2024Q1: 35,325 shares; 2024Q2: 42,875 shares; 2024Q3: 44,931 shares; 2024Q4: 47,553 shares 47,553 $2.65M 0.02% +2,622 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 491,830 shares; 2023Q4: 471,532 shares; 2024Q1: 230,957 shares; 2024Q2: 88,856 shares; 2024Q3: 69,717 shares; 2024Q4: 68,408 shares 68,408 $2.64M 0.02% -1,309 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 22,488 shares; 2024Q1: 22,997 shares; 2024Q2: 26,421 shares; 2024Q3: 26,841 shares; 2024Q4: 28,635 shares 28,635 $2.64M 0.02% +1,794 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,843 shares; 2023Q4: 50,011 shares; 2024Q1: 41,540 shares; 2024Q2: 41,326 shares; 2024Q3: 46,872 shares; 2024Q4: 54,368 shares 54,368 $2.63M 0.02% +7,496 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,570 shares; 2023Q4: 18,640 shares; 2024Q1: 14,346 shares; 2024Q2: 15,993 shares; 2024Q3: 13,837 shares; 2024Q4: 13,873 shares 13,873 $2.61M 0.02% +36 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,092 shares; 2023Q4: 2,523 shares; 2024Q1: 2,791 shares; 2024Q2: 4,045 shares; 2024Q3: 4,860 shares; 2024Q4: 7,039 shares 7,039 $2.58M 0.02% +2,179 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,365 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,258 shares 12,258 $2.58M 0.02% new Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,346 shares; 2023Q4: 58,768 shares; 2024Q1: 51,118 shares; 2024Q2: 36,459 shares; 2024Q3: 25,763 shares; 2024Q4: 53,689 shares 53,689 $2.57M 0.02% +27,926 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,768 shares; 2023Q4: 13,651 shares; 2024Q1: 17,049 shares; 2024Q2: 74,238 shares; 2024Q3: 75,618 shares; 2024Q4: 70,462 shares 70,462 $2.56M 0.02% -5,156 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 104,320 shares; 2023Q4: 102,643 shares; 2024Q1: 104,684 shares; 2024Q2: 102,251 shares; 2024Q3: 92,333 shares; 2024Q4: 124,470 shares 124,470 $2.56M 0.02% +32,137 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,462 shares; 2023Q4: 19,907 shares; 2024Q1: 22,512 shares; 2024Q2: 37,291 shares; 2024Q3: 47,954 shares; 2024Q4: 56,735 shares 56,735 $2.56M 0.02% +8,781 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,489 shares; 2023Q4: 3,345 shares; 2024Q1: not reported; 2024Q2: 19,089 shares; 2024Q3: 18,702 shares; 2024Q4: 16,453 shares 16,453 $2.56M 0.02% -2,249 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,611 shares; 2023Q4: 17,927 shares; 2024Q1: 29,862 shares; 2024Q2: 20,073 shares; 2024Q3: 19,538 shares; 2024Q4: 20,418 shares 20,418 $2.55M 0.02% +880 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,236 shares; 2023Q4: 5,312 shares; 2024Q1: 5,350 shares; 2024Q2: 11,673 shares; 2024Q3: 11,315 shares; 2024Q4: 11,211 shares 11,211 $2.53M 0.02% -104 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,849 shares; 2023Q4: 12,315 shares; 2024Q1: 11,970 shares; 2024Q2: 15,179 shares; 2024Q3: 14,590 shares; 2024Q4: 15,510 shares 15,510 $2.52M 0.02% +920 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,819 shares; 2023Q4: 23,794 shares; 2024Q1: 25,548 shares; 2024Q2: 29,065 shares; 2024Q3: 32,132 shares; 2024Q4: 37,041 shares 37,041 $2.52M 0.02% +4,909 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,939 shares; 2023Q4: 18,616 shares; 2024Q1: 19,851 shares; 2024Q2: 21,314 shares; 2024Q3: 21,814 shares; 2024Q4: 22,462 shares 22,462 $2.51M 0.02% +648 Timeline HUSV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 58,030 shares; 2023Q4: 61,783 shares; 2024Q1: 66,531 shares; 2024Q2: 66,346 shares; 2024Q3: 67,022 shares; 2024Q4: 67,025 shares 67,025 $2.5M 0.02% +3 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,534 shares; 2023Q4: 26,112 shares; 2024Q1: 21,117 shares; 2024Q2: 23,244 shares; 2024Q3: 20,542 shares; 2024Q4: 19,991 shares 19,991 $2.5M 0.02% -551 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,373 shares; 2023Q4: 5,459 shares; 2024Q1: 5,431 shares; 2024Q2: 13,662 shares; 2024Q3: 13,018 shares; 2024Q4: 14,504 shares 14,504 $2.5M 0.02% +1,486 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 53,256 shares; 2023Q4: 56,541 shares; 2024Q1: 53,287 shares; 2024Q2: 109,207 shares; 2024Q3: 119,958 shares; 2024Q4: 91,099 shares 91,099 $2.5M 0.02% -28,859 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 6,295 shares; 2024Q1: 6,520 shares; 2024Q2: not reported; 2024Q3: 55,952 shares; 2024Q4: 54,147 shares 54,147 $2.49M 0.02% -1,805 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,998 shares; 2023Q4: 13,222 shares; 2024Q1: 15,375 shares; 2024Q2: 25,313 shares; 2024Q3: 26,323 shares; 2024Q4: 24,478 shares 24,478 $2.48M 0.02% -1,845 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 108,556 shares; 2023Q4: 110,027 shares; 2024Q1: 74,224 shares; 2024Q2: 66,675 shares; 2024Q3: 67,115 shares; 2024Q4: 75,848 shares 75,848 $2.48M 0.02% +8,733 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,540 shares; 2023Q4: 13,009 shares; 2024Q1: 23,871 shares; 2024Q2: 25,315 shares; 2024Q3: 38,311 shares; 2024Q4: 48,948 shares 48,948 $2.48M 0.02% +10,637 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,269 shares; 2024Q3: 7,280 shares; 2024Q4: 7,433 shares 7,433 $2.44M 0.02% +153 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,286 shares; 2023Q4: 23,311 shares; 2024Q1: 23,599 shares; 2024Q2: 31,407 shares; 2024Q3: 18,246 shares; 2024Q4: 17,495 shares 17,495 $2.44M 0.02% -751 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,307 shares; 2023Q4: 57,307 shares; 2024Q1: 49,985 shares; 2024Q2: 52,766 shares; 2024Q3: 45,733 shares; 2024Q4: 41,866 shares 41,866 $2.44M 0.02% -3,867 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,054 shares; 2023Q4: 12,978 shares; 2024Q1: 12,421 shares; 2024Q2: 35,719 shares; 2024Q3: 34,698 shares; 2024Q4: 33,839 shares 33,839 $2.43M 0.02% -859 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91,489 shares; 2023Q4: 72,577 shares; 2024Q1: 78,682 shares; 2024Q2: 97,174 shares; 2024Q3: 88,559 shares; 2024Q4: 95,225 shares 95,225 $2.43M 0.02% +6,666 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 65,585 shares; 2023Q4: 66,105 shares; 2024Q1: 63,872 shares; 2024Q2: 67,871 shares; 2024Q3: 71,379 shares; 2024Q4: 78,366 shares 78,366 $2.42M 0.02% +6,987 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,305 shares; 2023Q4: 4,669 shares; 2024Q1: 5,184 shares; 2024Q2: 13,965 shares; 2024Q3: 8,110 shares; 2024Q4: 8,045 shares 8,045 $2.41M 0.02% -65 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,727 shares; 2023Q4: 41,421 shares; 2024Q1: 42,559 shares; 2024Q2: 46,865 shares; 2024Q3: 46,115 shares; 2024Q4: 44,758 shares 44,758 $2.41M 0.02% -1,357 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,457 shares; 2023Q4: 5,400 shares; 2024Q1: 5,702 shares; 2024Q2: 17,503 shares; 2024Q3: 16,466 shares; 2024Q4: 31,384 shares 31,384 $2.41M 0.02% +14,918 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,702 shares; 2023Q4: 17,853 shares; 2024Q1: 17,506 shares; 2024Q2: 19,196 shares; 2024Q3: 18,993 shares; 2024Q4: 20,339 shares 20,339 $2.41M 0.02% +1,346 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,101 shares; 2023Q4: 34,929 shares; 2024Q1: 30,118 shares; 2024Q2: 68,527 shares; 2024Q3: 69,886 shares; 2024Q4: 74,158 shares 74,158 $2.41M 0.02% +4,272 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 53,622 shares; 2023Q4: 64,024 shares; 2024Q1: 78,256 shares; 2024Q2: 73,126 shares; 2024Q3: 85,990 shares; 2024Q4: 116,537 shares 116,537 $2.4M 0.02% +30,547 Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 44,747 shares 44,747 $2.4M 0.02% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,614 shares; 2024Q2: 11,966 shares; 2024Q3: 25,153 shares; 2024Q4: 50,834 shares 50,834 $2.39M 0.02% +25,681 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 169,499 shares; 2023Q4: 161,391 shares; 2024Q1: 120,474 shares; 2024Q2: 111,571 shares; 2024Q3: 111,713 shares; 2024Q4: 112,345 shares 112,345 $2.39M 0.01% +632 Timeline MVPA ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50,866 shares; 2024Q2: 69,209 shares; 2024Q3: 68,020 shares; 2024Q4: 68,718 shares 68,718 $2.36M 0.01% +698 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,091 shares; 2023Q4: 15,842 shares; 2024Q1: 16,054 shares; 2024Q2: 24,635 shares; 2024Q3: 30,678 shares; 2024Q4: 34,942 shares 34,942 $2.36M 0.01% +4,264 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,255 shares; 2023Q4: 24,585 shares; 2024Q1: 29,792 shares; 2024Q2: 32,628 shares; 2024Q3: 37,464 shares; 2024Q4: 48,907 shares 48,907 $2.36M 0.01% +11,443 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 60,079 shares; 2023Q4: 51,854 shares; 2024Q1: 48,955 shares; 2024Q2: 49,923 shares; 2024Q3: 48,620 shares; 2024Q4: 51,917 shares 51,917 $2.35M 0.01% +3,297 Timeline VRAI ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 158,909 shares; 2023Q4: 139,746 shares; 2024Q1: 131,236 shares; 2024Q2: 125,596 shares; 2024Q3: 112,785 shares; 2024Q4: 103,161 shares 103,161 $2.35M 0.01% -9,624 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 56,274 shares; 2023Q4: 65,081 shares; 2024Q1: 63,433 shares; 2024Q2: 62,159 shares; 2024Q3: 63,462 shares; 2024Q4: 65,549 shares 65,549 $2.35M 0.01% +2,087 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 8,047 shares; 2024Q1: 19,354 shares; 2024Q2: 36,437 shares; 2024Q3: 47,375 shares; 2024Q4: 58,703 shares 58,703 $2.35M 0.01% +11,328 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,081 shares; 2024Q2: 14,962 shares; 2024Q3: 16,669 shares; 2024Q4: 17,009 shares 17,009 $2.35M 0.01% +340 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,646 shares; 2023Q4: 4,519 shares; 2024Q1: 5,604 shares; 2024Q2: 15,607 shares; 2024Q3: 15,977 shares; 2024Q4: 16,203 shares 16,203 $2.33M 0.01% +226 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 47,284 shares; 2023Q4: 41,080 shares; 2024Q1: 41,612 shares; 2024Q2: 41,042 shares; 2024Q3: 30,376 shares; 2024Q4: 22,328 shares 22,328 $2.33M 0.01% -8,048 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81,838 shares; 2023Q4: 75,260 shares; 2024Q1: 76,003 shares; 2024Q2: 85,464 shares; 2024Q3: 80,871 shares; 2024Q4: 88,192 shares 88,192 $2.32M 0.01% +7,321 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39,496 shares; 2023Q4: 38,948 shares; 2024Q1: 34,813 shares; 2024Q2: 30,220 shares; 2024Q3: 29,243 shares; 2024Q4: 29,836 shares 29,836 $2.32M 0.01% +593 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 72,738 shares; 2023Q4: 93,193 shares; 2024Q1: 124,004 shares; 2024Q2: 184,718 shares; 2024Q3: 103,237 shares; 2024Q4: 105,866 shares 105,866 $2.32M 0.01% +2,629 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 246,936 shares; 2023Q4: 246,338 shares; 2024Q1: 214,757 shares; 2024Q2: 271,738 shares; 2024Q3: 271,463 shares; 2024Q4: 233,546 shares 233,546 $2.31M 0.01% -37,917 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 58,677 shares; 2023Q4: 53,033 shares; 2024Q1: 51,431 shares; 2024Q2: 49,564 shares; 2024Q3: 48,439 shares; 2024Q4: 47,900 shares 47,900 $2.31M 0.01% -539 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,535 shares; 2023Q4: 8,554 shares; 2024Q1: 11,775 shares; 2024Q2: 9,369 shares; 2024Q3: 8,221 shares; 2024Q4: 8,278 shares 8,278 $2.31M 0.01% +57 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,804 shares; 2023Q4: 16,187 shares; 2024Q1: 12,528 shares; 2024Q2: 18,472 shares; 2024Q3: 20,444 shares; 2024Q4: 19,222 shares 19,222 $2.3M 0.01% -1,222 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 37,006 shares; 2023Q4: 55,921 shares; 2024Q1: 51,346 shares; 2024Q2: 45,401 shares; 2024Q3: 43,170 shares; 2024Q4: 88,608 shares 88,608 $2.29M 0.01% +45,438 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 64,600 shares; 2024Q3: 64,219 shares; 2024Q4: 59,440 shares 59,440 $2.28M 0.01% -4,779 Timeline PIMCO MUN INCOME FD PIMCO MUN INCOME FD More: the full row for PIMCO MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 77,789 shares; 2023Q4: 87,109 shares; 2024Q1: 100,084 shares; 2024Q2: 126,453 shares; 2024Q3: 201,169 shares; 2024Q4: 253,762 shares 253,762 $2.28M 0.01% +52,593 DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,293 shares; 2023Q4: 22,899 shares; 2024Q1: 23,283 shares; 2024Q2: 24,030 shares; 2024Q3: 22,938 shares; 2024Q4: 20,522 shares 20,522 $2.26M 0.01% -2,416 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 38,018 shares; 2024Q3: 30,033 shares; 2024Q4: 26,650 shares 26,650 $2.26M 0.01% -3,383 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,273 shares; 2024Q1: 1,437 shares; 2024Q2: 7,196 shares; 2024Q3: 7,042 shares; 2024Q4: 9,463 shares 9,463 $2.25M 0.01% +2,421 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,630 shares; 2023Q4: 56,327 shares; 2024Q1: 57,825 shares; 2024Q2: 47,472 shares; 2024Q3: 42,231 shares; 2024Q4: 39,615 shares 39,615 $2.25M 0.01% -2,616 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,043 shares; 2023Q4: 17,176 shares; 2024Q1: 18,267 shares; 2024Q2: 36,055 shares; 2024Q3: 68,688 shares; 2024Q4: 71,659 shares 71,659 $2.25M 0.01% +2,971 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 53,907 shares; 2023Q4: 58,807 shares; 2024Q1: 67,871 shares; 2024Q2: 72,857 shares; 2024Q3: 14,204 shares; 2024Q4: 9,980 shares 9,980 $2.24M 0.01% -4,224 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,966 shares; 2023Q4: 8,188 shares; 2024Q1: 8,534 shares; 2024Q2: 10,145 shares; 2024Q3: 10,742 shares; 2024Q4: 10,406 shares 10,406 $2.24M 0.01% -336 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,292 shares; 2023Q4: 2,295 shares; 2024Q1: 2,516 shares; 2024Q2: 19,378 shares; 2024Q3: 19,589 shares; 2024Q4: 23,352 shares 23,352 $2.23M 0.01% +3,763 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,287 shares; 2023Q4: 21,848 shares; 2024Q1: 25,229 shares; 2024Q2: 22,934 shares; 2024Q3: 23,136 shares; 2024Q4: 24,820 shares 24,820 $2.21M 0.01% +1,684 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 637 shares; 2023Q4: 670 shares; 2024Q1: 819 shares; 2024Q2: 2,872 shares; 2024Q3: 2,886 shares; 2024Q4: 3,838 shares 3,838 $2.21M 0.01% +952 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 41,072 shares; 2024Q2: 45,619 shares; 2024Q3: 47,324 shares; 2024Q4: 53,733 shares 53,733 $2.21M 0.01% +6,409 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 112,425 shares; 2024Q3: 111,468 shares; 2024Q4: 88,867 shares 88,867 $2.21M 0.01% -22,601 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 34,951 shares; 2024Q3: 33,835 shares; 2024Q4: 24,843 shares 24,843 $2.2M 0.01% -8,992 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38,633 shares; 2024Q4: 41,767 shares 41,767 $2.19M 0.01% +3,134 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 76,003 shares; 2023Q4: 55,003 shares; 2024Q1: 54,603 shares; 2024Q2: 57,075 shares; 2024Q3: 52,937 shares; 2024Q4: 51,139 shares 51,139 $2.18M 0.01% -1,798 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,013 shares; 2023Q4: 42,372 shares; 2024Q1: 41,083 shares; 2024Q2: 18,076 shares; 2024Q3: 27,328 shares; 2024Q4: 40,138 shares 40,138 $2.18M 0.01% +12,810 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,212 shares; 2023Q4: 38,858 shares; 2024Q1: 37,203 shares; 2024Q2: 38,001 shares; 2024Q3: 60,456 shares; 2024Q4: 42,308 shares 42,308 $2.17M 0.01% -18,148 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,325 shares; 2024Q2: 23,334 shares; 2024Q3: 54,966 shares; 2024Q4: 52,023 shares 52,023 $2.17M 0.01% -2,943 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,952 shares; 2023Q4: 2,005 shares; 2024Q1: 1,689 shares; 2024Q2: 4,411 shares; 2024Q3: 4,543 shares; 2024Q4: 4,582 shares 4,582 $2.17M 0.01% +39 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,154 shares; 2024Q3: 18,100 shares; 2024Q4: 18,700 shares 18,700 $2.16M 0.01% +600 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,302 shares; 2024Q3: 37,705 shares; 2024Q4: 38,494 shares 38,494 $2.16M 0.01% +789 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,696 shares; 2023Q4: 47,773 shares; 2024Q1: 54,218 shares; 2024Q2: 65,458 shares; 2024Q3: 70,399 shares; 2024Q4: 70,657 shares 70,657 $2.15M 0.01% +258 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,205 shares; 2024Q2: 7,458 shares; 2024Q3: 18,113 shares; 2024Q4: 20,279 shares 20,279 $2.15M 0.01% +2,166 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,643 shares; 2023Q4: 22,934 shares; 2024Q1: 21,380 shares; 2024Q2: 33,848 shares; 2024Q3: 36,068 shares; 2024Q4: 44,507 shares 44,507 $2.15M 0.01% +8,439 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43,922 shares; 2023Q4: 53,081 shares; 2024Q1: 61,337 shares; 2024Q2: 67,166 shares; 2024Q3: 75,392 shares; 2024Q4: 84,037 shares 84,037 $2.14M 0.01% +8,645 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 20,521 shares; 2024Q1: 56,412 shares; 2024Q2: 64,569 shares; 2024Q3: 78,351 shares; 2024Q4: 91,673 shares 91,673 $2.13M 0.01% +13,322 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,961 shares; 2023Q4: 5,056 shares; 2024Q1: 4,972 shares; 2024Q2: 8,987 shares; 2024Q3: 7,787 shares; 2024Q4: 40,160 shares 40,160 $2.13M 0.01% +32,373 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,622 shares; 2023Q4: 7,489 shares; 2024Q1: 8,534 shares; 2024Q2: 20,138 shares; 2024Q3: 21,934 shares; 2024Q4: 22,970 shares 22,970 $2.12M 0.01% +1,036 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 817 shares; 2024Q1: 907 shares; 2024Q2: 6,277 shares; 2024Q3: 6,806 shares; 2024Q4: 6,468 shares 6,468 $2.12M 0.01% -338 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,638 shares; 2023Q4: 7,726 shares; 2024Q1: 6,958 shares; 2024Q2: 11,921 shares; 2024Q3: 14,212 shares; 2024Q4: 13,996 shares 13,996 $2.12M 0.01% -216 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,454 shares; 2023Q4: 3,640 shares; 2024Q1: 4,467 shares; 2024Q2: 7,194 shares; 2024Q3: 4,629 shares; 2024Q4: 4,360 shares 4,360 $2.12M 0.01% -269 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 26,943 shares; 2024Q1: 27,018 shares; 2024Q2: 25,643 shares; 2024Q3: 43,877 shares; 2024Q4: 43,136 shares 43,136 $2.1M 0.01% -741 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,743 shares; 2023Q4: 12,954 shares; 2024Q1: not reported; 2024Q2: 48,084 shares; 2024Q3: 48,074 shares; 2024Q4: 47,252 shares 47,252 $2.1M 0.01% -822 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59,628 shares; 2023Q4: 89,251 shares; 2024Q1: 100,856 shares; 2024Q2: 132,617 shares; 2024Q3: 73,670 shares; 2024Q4: 83,428 shares 83,428 $2.09M 0.01% +9,758 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,440 shares; 2023Q4: 6,551 shares; 2024Q1: 4,742 shares; 2024Q2: 8,275 shares; 2024Q3: 10,539 shares; 2024Q4: 11,299 shares 11,299 $2.09M 0.01% +760 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,672 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,090 shares; 2024Q3: 22,724 shares; 2024Q4: 23,403 shares 23,403 $2.09M 0.01% +679 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,455 shares; 2023Q4: 17,104 shares; 2024Q1: 15,690 shares; 2024Q2: 22,343 shares; 2024Q3: 20,649 shares; 2024Q4: 17,853 shares 17,853 $2.08M 0.01% -2,796 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,571 shares; 2023Q4: 2,829 shares; 2024Q1: 16,324 shares; 2024Q2: 16,902 shares; 2024Q3: 15,888 shares; 2024Q4: 20,356 shares 20,356 $2.08M 0.01% +4,468 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,374 shares; 2024Q2: not reported; 2024Q3: 7,678 shares; 2024Q4: 71,307 shares 71,307 $2.04M 0.01% +63,629 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 73,040 shares 73,040 $2.04M 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,877 shares; 2023Q4: 8,366 shares; 2024Q1: 7,670 shares; 2024Q2: 67,073 shares; 2024Q3: 69,503 shares; 2024Q4: 69,911 shares 69,911 $2.04M 0.01% +408 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59,547 shares; 2023Q4: 80,229 shares; 2024Q1: 74,068 shares; 2024Q2: 100,095 shares; 2024Q3: 91,812 shares; 2024Q4: 96,647 shares 96,647 $2.04M 0.01% +4,835 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 13,282 shares; 2024Q1: 57,157 shares; 2024Q2: 67,973 shares; 2024Q3: 83,844 shares; 2024Q4: 97,599 shares 97,599 $2.03M 0.01% +13,755 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,353 shares; 2023Q4: 17,818 shares; 2024Q1: 23,852 shares; 2024Q2: 30,651 shares; 2024Q3: 44,926 shares; 2024Q4: 69,511 shares 69,511 $2.03M 0.01% +24,585 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,539 shares; 2023Q4: 1,847 shares; 2024Q1: 1,674 shares; 2024Q2: 5,098 shares; 2024Q3: 4,368 shares; 2024Q4: 3,557 shares 3,557 $2.03M 0.01% -811 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 456 shares; 2023Q4: 438 shares; 2024Q1: 509 shares; 2024Q2: 3,213 shares; 2024Q3: 3,848 shares; 2024Q4: 3,898 shares 3,898 $2.03M 0.01% +50 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,775 shares; 2023Q4: 11,490 shares; 2024Q1: 12,107 shares; 2024Q2: not reported; 2024Q3: 9,969 shares; 2024Q4: 102,512 shares 102,512 $2.02M 0.01% +92,543 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,255 shares; 2024Q3: 11,254 shares; 2024Q4: 11,165 shares 11,165 $2.01M 0.01% -89 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,429 shares; 2023Q4: 20,840 shares; 2024Q1: 35,014 shares; 2024Q2: 32,700 shares; 2024Q3: 31,458 shares; 2024Q4: 26,267 shares 26,267 $2.01M 0.01% -5,191 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24,797 shares; 2024Q2: 100,177 shares; 2024Q3: 130,988 shares; 2024Q4: 143,705 shares 143,705 $2M 0.01% +12,717 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,705 shares; 2023Q4: 10,100 shares; 2024Q1: 22,294 shares; 2024Q2: 27,134 shares; 2024Q3: 29,651 shares; 2024Q4: 39,680 shares 39,680 $2M 0.01% +10,029 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,570 shares; 2024Q3: 6,593 shares; 2024Q4: 6,677 shares 6,677 $2M 0.01% +84 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43,773 shares; 2023Q4: 41,730 shares; 2024Q1: 38,244 shares; 2024Q2: 40,399 shares; 2024Q3: 41,157 shares; 2024Q4: 41,284 shares 41,284 $1.99M 0.01% +127 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,939 shares; 2023Q4: 28,435 shares; 2024Q1: 17,317 shares; 2024Q2: 25,154 shares; 2024Q3: 25,662 shares; 2024Q4: 26,150 shares 26,150 $1.99M 0.01% +488 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,499 shares; 2023Q4: 22,704 shares; 2024Q1: 22,907 shares; 2024Q2: 132,957 shares; 2024Q3: 140,244 shares; 2024Q4: 137,608 shares 137,608 $1.98M 0.01% -2,636 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 55,031 shares; 2023Q4: 46,806 shares; 2024Q1: 47,740 shares; 2024Q2: 48,431 shares; 2024Q3: 49,063 shares; 2024Q4: 48,798 shares 48,798 $1.98M 0.01% -265 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 103,368 shares; 2023Q4: 45,883 shares; 2024Q1: 57,166 shares; 2024Q2: 53,830 shares; 2024Q3: 59,445 shares; 2024Q4: 59,395 shares 59,395 $1.97M 0.01% -50 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 93,799 shares; 2024Q3: 97,947 shares; 2024Q4: 100,471 shares 100,471 $1.96M 0.01% +2,524 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,364 shares; 2023Q4: 21,107 shares; 2024Q1: 16,324 shares; 2024Q2: 41,799 shares; 2024Q3: 63,312 shares; 2024Q4: 76,896 shares 76,896 $1.96M 0.01% +13,584 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,341 shares; 2023Q4: 1,358 shares; 2024Q1: 1,395 shares; 2024Q2: 7,475 shares; 2024Q3: 7,955 shares; 2024Q4: 9,317 shares 9,317 $1.95M 0.01% +1,362 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,663 shares; 2023Q4: 13,122 shares; 2024Q1: 11,860 shares; 2024Q2: 14,306 shares; 2024Q3: 13,734 shares; 2024Q4: 13,625 shares 13,625 $1.95M 0.01% -109 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,462 shares; 2023Q4: 16,931 shares; 2024Q1: 18,167 shares; 2024Q2: 19,666 shares; 2024Q3: 19,849 shares; 2024Q4: 20,424 shares 20,424 $1.94M 0.01% +575 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 37,829 shares; 2023Q4: 40,661 shares; 2024Q1: 5,408 shares; 2024Q2: 5,156 shares; 2024Q3: 29,837 shares; 2024Q4: 40,089 shares 40,089 $1.93M 0.01% +10,252 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,147 shares; 2023Q4: 48,447 shares; 2024Q1: 46,158 shares; 2024Q2: 45,818 shares; 2024Q3: 48,394 shares; 2024Q4: 49,394 shares 49,394 $1.93M 0.01% +1,000 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,633 shares; 2023Q4: 40,102 shares; 2024Q1: 33,398 shares; 2024Q2: 39,455 shares; 2024Q3: 30,522 shares; 2024Q4: 28,389 shares 28,389 $1.93M 0.01% -2,133 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,341 shares; 2024Q3: 9,819 shares; 2024Q4: 14,691 shares 14,691 $1.93M 0.01% +4,872 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25,480 shares; 2023Q4: 13,846 shares; 2024Q1: 9,792 shares; 2024Q2: 14,336 shares; 2024Q3: 13,870 shares; 2024Q4: 18,258 shares 18,258 $1.93M 0.01% +4,388 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 120,365 shares; 2023Q4: 111,921 shares; 2024Q1: 112,067 shares; 2024Q2: 76,854 shares; 2024Q3: 82,074 shares; 2024Q4: 68,722 shares 68,722 $1.92M 0.01% -13,352 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,158 shares; 2023Q4: 27,103 shares; 2024Q1: 27,805 shares; 2024Q2: 40,076 shares; 2024Q3: 43,969 shares; 2024Q4: 48,624 shares 48,624 $1.92M 0.01% +4,655 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,609 shares; 2023Q4: 9,345 shares; 2024Q1: 8,415 shares; 2024Q2: 40,649 shares; 2024Q3: 41,969 shares; 2024Q4: 48,326 shares 48,326 $1.92M 0.01% +6,357 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,964 shares; 2023Q4: 21,427 shares; 2024Q1: 20,562 shares; 2024Q2: 20,022 shares; 2024Q3: 19,888 shares; 2024Q4: 19,879 shares 19,879 $1.92M 0.01% -9 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 72,191 shares; 2023Q4: 86,005 shares; 2024Q1: 85,795 shares; 2024Q2: 102,808 shares; 2024Q3: 84,615 shares; 2024Q4: 87,162 shares 87,162 $1.92M 0.01% +2,547 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 184,899 shares; 2024Q3: 187,666 shares; 2024Q4: 190,343 shares 190,343 $1.92M 0.01% +2,677 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,875 shares; 2023Q4: 21,433 shares; 2024Q1: 31,252 shares; 2024Q2: 36,150 shares; 2024Q3: 47,362 shares; 2024Q4: 68,948 shares 68,948 $1.91M 0.01% +21,586 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,131 shares; 2023Q4: 11,997 shares; 2024Q1: 11,231 shares; 2024Q2: 12,566 shares; 2024Q3: 12,794 shares; 2024Q4: 14,259 shares 14,259 $1.91M 0.01% +1,465 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,598 shares; 2023Q4: 40,387 shares; 2024Q1: 52,627 shares; 2024Q2: 51,719 shares; 2024Q3: 44,479 shares; 2024Q4: 81,128 shares 81,128 $1.9M 0.01% +36,649 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,659 shares; 2023Q4: 5,636 shares; 2024Q1: 5,614 shares; 2024Q2: 28,907 shares; 2024Q3: 29,012 shares; 2024Q4: 20,825 shares 20,825 $1.9M 0.01% -8,187 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 58,735 shares; 2023Q4: 61,457 shares; 2024Q1: 81,192 shares; 2024Q2: 158,458 shares; 2024Q3: 39,658 shares; 2024Q4: 37,498 shares 37,498 $1.9M 0.01% -2,160 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 659 shares; 2024Q1: 584 shares; 2024Q2: 3,454 shares; 2024Q3: 3,186 shares; 2024Q4: 3,200 shares 3,200 $1.89M 0.01% +14 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,401 shares; 2023Q4: 5,711 shares; 2024Q1: 5,369 shares; 2024Q2: 16,000 shares; 2024Q3: 17,020 shares; 2024Q4: 11,179 shares 11,179 $1.89M 0.01% -5,841 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,654 shares; 2023Q4: 18,785 shares; 2024Q1: 17,830 shares; 2024Q2: 18,999 shares; 2024Q3: 16,590 shares; 2024Q4: 20,332 shares 20,332 $1.89M 0.01% +3,742 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 25,682 shares; 2024Q2: 38,323 shares; 2024Q3: 46,168 shares; 2024Q4: 54,866 shares 54,866 $1.89M 0.01% +8,698 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,222 shares; 2023Q4: 14,579 shares; 2024Q1: 12,130 shares; 2024Q2: 25,999 shares; 2024Q3: 26,553 shares; 2024Q4: 25,999 shares 25,999 $1.89M 0.01% -554 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 31,180 shares; 2024Q3: 31,491 shares; 2024Q4: 29,855 shares 29,855 $1.87M 0.01% -1,636 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,550 shares; 2023Q4: 9,467 shares; 2024Q1: 11,473 shares; 2024Q2: 23,037 shares; 2024Q3: 24,078 shares; 2024Q4: 82,435 shares 82,435 $1.87M 0.01% +58,357 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,816 shares; 2024Q2: 3,284 shares; 2024Q3: 2,981 shares; 2024Q4: 14,679 shares 14,679 $1.86M 0.01% +11,698 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,026 shares; 2023Q4: 7,856 shares; 2024Q1: 8,643 shares; 2024Q2: 23,611 shares; 2024Q3: 25,493 shares; 2024Q4: 25,842 shares 25,842 $1.85M 0.01% +349 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 29,463 shares; 2024Q3: 23,958 shares; 2024Q4: 24,433 shares 24,433 $1.85M 0.01% +475 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,752 shares; 2023Q4: 5,535 shares; 2024Q1: 5,489 shares; 2024Q2: 12,828 shares; 2024Q3: 15,744 shares; 2024Q4: 16,727 shares 16,727 $1.84M 0.01% +983 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,734 shares; 2024Q3: 1,357 shares; 2024Q4: 922 shares 922 $1.84M 0.01% -435 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,524 shares; 2023Q4: 25,304 shares; 2024Q1: 27,863 shares; 2024Q2: 29,193 shares; 2024Q3: 30,853 shares; 2024Q4: 30,733 shares 30,733 $1.83M 0.01% -120 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,129 shares; 2023Q4: 40,459 shares; 2024Q1: 40,249 shares; 2024Q2: 40,191 shares; 2024Q3: 47,944 shares; 2024Q4: 47,544 shares 47,544 $1.83M 0.01% -400 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 777 shares; 2023Q4: not reported; 2024Q1: 1,029 shares; 2024Q2: 4,516 shares; 2024Q3: 4,615 shares; 2024Q4: 4,300 shares 4,300 $1.83M 0.01% -315 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 105,970 shares; 2023Q4: 105,970 shares; 2024Q1: 105,970 shares; 2024Q2: 106,153 shares; 2024Q3: 98,264 shares; 2024Q4: 106,373 shares 106,373 $1.82M 0.01% +8,109 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,467 shares; 2024Q3: 15,766 shares; 2024Q4: 15,499 shares 15,499 $1.82M 0.01% -267 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91,645 shares; 2023Q4: 96,253 shares; 2024Q1: 108,953 shares; 2024Q2: 139,145 shares; 2024Q3: 25,418 shares; 2024Q4: 18,770 shares 18,770 $1.82M 0.01% -6,648 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,169 shares; 2023Q4: 5,813 shares; 2024Q1: 21,961 shares; 2024Q2: 24,095 shares; 2024Q3: 20,807 shares; 2024Q4: 18,112 shares 18,112 $1.81M 0.01% -2,695 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 62,681 shares; 2023Q4: 61,043 shares; 2024Q1: 62,777 shares; 2024Q2: 63,694 shares; 2024Q3: 96,527 shares; 2024Q4: 108,921 shares 108,921 $1.81M 0.01% +12,394 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,340 shares; 2023Q4: 6,313 shares; 2024Q1: 5,861 shares; 2024Q2: 34,049 shares; 2024Q3: 34,669 shares; 2024Q4: 24,915 shares 24,915 $1.8M 0.01% -9,754 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,906 shares; 2023Q4: 16,284 shares; 2024Q1: 18,329 shares; 2024Q2: 16,645 shares; 2024Q3: 16,060 shares; 2024Q4: 16,686 shares 16,686 $1.8M 0.01% +626 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,281 shares; 2023Q4: 7,300 shares; 2024Q1: not reported; 2024Q2: 29,885 shares; 2024Q3: 33,406 shares; 2024Q4: 33,365 shares 33,365 $1.8M 0.01% -41 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,693 shares; 2023Q4: 2,310 shares; 2024Q1: 2,460 shares; 2024Q2: 12,529 shares; 2024Q3: 13,571 shares; 2024Q4: 84,352 shares 84,352 $1.78M 0.01% +70,781 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,678 shares; 2024Q3: 22,742 shares; 2024Q4: 112,935 shares 112,935 $1.78M 0.01% +90,193 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,200 shares; 2024Q3: 9,848 shares; 2024Q4: 8,747 shares 8,747 $1.78M 0.01% -1,101 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,726 shares; 2023Q4: not reported; 2024Q1: 1,592 shares; 2024Q2: 8,531 shares; 2024Q3: 8,749 shares; 2024Q4: 8,473 shares 8,473 $1.78M 0.01% -276 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 14,178 shares; 2024Q1: 14,283 shares; 2024Q2: 37,360 shares; 2024Q3: 54,987 shares; 2024Q4: 62,868 shares 62,868 $1.78M 0.01% +7,881 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,047 shares; 2023Q4: 33,356 shares; 2024Q1: 39,016 shares; 2024Q2: 39,881 shares; 2024Q3: 44,097 shares; 2024Q4: 43,212 shares 43,212 $1.78M 0.01% -885 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 38,620 shares; 2024Q3: 38,760 shares; 2024Q4: 34,452 shares 34,452 $1.77M 0.01% -4,308 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,335 shares; 2023Q4: 28,471 shares; 2024Q1: 27,986 shares; 2024Q2: 27,859 shares; 2024Q3: 27,859 shares; 2024Q4: 27,649 shares 27,649 $1.77M 0.01% -210 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 674 shares; 2023Q4: 691 shares; 2024Q1: 729 shares; 2024Q2: 8,067 shares; 2024Q3: 9,183 shares; 2024Q4: 4,935 shares 4,935 $1.77M 0.01% -4,248 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,763 shares; 2023Q4: 4,421 shares; 2024Q1: 4,543 shares; 2024Q2: 16,454 shares; 2024Q3: 16,416 shares; 2024Q4: 16,195 shares 16,195 $1.77M 0.01% -221 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,492 shares; 2024Q4: 46,070 shares 46,070 $1.77M 0.01% +17,578 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,142 shares; 2024Q3: 9,180 shares; 2024Q4: 8,980 shares 8,980 $1.77M 0.01% -200 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 44,063 shares 44,063 $1.76M 0.01% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 62,891 shares; 2023Q4: 78,247 shares; 2024Q1: 86,550 shares; 2024Q2: 107,171 shares; 2024Q3: 182,567 shares; 2024Q4: 217,828 shares 217,828 $1.76M 0.01% +35,261 Timeline AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 83,792 shares; 2024Q3: 87,208 shares; 2024Q4: 166,456 shares 166,456 $1.75M 0.01% +79,248 FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 94,271 shares; 2023Q4: 96,662 shares; 2024Q1: 105,858 shares; 2024Q2: 91,363 shares; 2024Q3: 101,965 shares; 2024Q4: 92,707 shares 92,707 $1.75M 0.01% -9,258 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,486 shares; 2023Q4: 15,452 shares; 2024Q1: 14,733 shares; 2024Q2: 34,551 shares; 2024Q3: 44,353 shares; 2024Q4: 46,288 shares 46,288 $1.74M 0.01% +1,935 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,021 shares; 2023Q4: 5,348 shares; 2024Q1: 6,161 shares; 2024Q2: 7,765 shares; 2024Q3: 8,026 shares; 2024Q4: 33,085 shares 33,085 $1.74M 0.01% +25,059 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,782 shares; 2024Q3: 3,730 shares; 2024Q4: 3,744 shares 3,744 $1.74M 0.01% +14 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,466 shares; 2024Q2: 15,474 shares; 2024Q3: 33,813 shares; 2024Q4: 67,308 shares 67,308 $1.74M 0.01% +33,495 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,764 shares; 2023Q4: 23,390 shares; 2024Q1: 28,863 shares; 2024Q2: 30,831 shares; 2024Q3: 31,013 shares; 2024Q4: 34,766 shares 34,766 $1.73M 0.01% +3,753 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,986 shares; 2024Q3: 19,947 shares; 2024Q4: 17,423 shares 17,423 $1.73M 0.01% -2,524 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 68,721 shares; 2023Q4: 29,224 shares; 2024Q1: 34,622 shares; 2024Q2: 35,922 shares; 2024Q3: 36,242 shares; 2024Q4: 37,538 shares 37,538 $1.72M 0.01% +1,296 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,320 shares; 2023Q4: 26,557 shares; 2024Q1: 23,165 shares; 2024Q2: 28,991 shares; 2024Q3: 29,656 shares; 2024Q4: 28,444 shares 28,444 $1.72M 0.01% -1,212 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 78,452 shares; 2023Q4: 196,371 shares; 2024Q1: 292,670 shares; 2024Q2: 472,726 shares; 2024Q3: 607,735 shares; 2024Q4: 632,127 shares 632,127 $1.72M 0.01% +24,392 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,692 shares; 2023Q4: 16,031 shares; 2024Q1: 16,616 shares; 2024Q2: 19,727 shares; 2024Q3: 19,782 shares; 2024Q4: 21,926 shares 21,926 $1.71M 0.01% +2,144 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 38,035 shares; 2024Q3: 38,380 shares; 2024Q4: 37,632 shares 37,632 $1.71M 0.01% -748 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,603 shares; 2023Q4: 16,111 shares; 2024Q1: 19,944 shares; 2024Q2: 15,642 shares; 2024Q3: 16,302 shares; 2024Q4: 17,165 shares 17,165 $1.71M 0.01% +863 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,022 shares; 2024Q3: 9,571 shares; 2024Q4: 10,231 shares 10,231 $1.71M 0.01% +660 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,104 shares; 2023Q4: 1,602 shares; 2024Q1: 4,006 shares; 2024Q2: 4,990 shares; 2024Q3: 5,289 shares; 2024Q4: 6,605 shares 6,605 $1.7M 0.01% +1,316 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,112 shares; 2023Q4: 4,017 shares; 2024Q1: 3,724 shares; 2024Q2: 8,828 shares; 2024Q3: 8,901 shares; 2024Q4: 9,092 shares 9,092 $1.7M 0.01% +191 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,847 shares; 2023Q4: 11,754 shares; 2024Q1: 11,705 shares; 2024Q2: 11,393 shares; 2024Q3: 11,683 shares; 2024Q4: 13,958 shares 13,958 $1.7M 0.01% +2,275 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,786 shares; 2023Q4: 9,287 shares; 2024Q1: 9,034 shares; 2024Q2: 13,971 shares; 2024Q3: 13,614 shares; 2024Q4: 13,280 shares 13,280 $1.69M 0.01% -334 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,915 shares; 2024Q3: 17,928 shares; 2024Q4: 20,462 shares 20,462 $1.69M 0.01% +2,534 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,736 shares; 2023Q4: 4,722 shares; 2024Q1: 5,326 shares; 2024Q2: 7,582 shares; 2024Q3: 8,817 shares; 2024Q4: 10,923 shares 10,923 $1.69M 0.01% +2,106 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,806 shares; 2024Q3: 18,316 shares; 2024Q4: 18,238 shares 18,238 $1.69M 0.01% -78 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 31,108 shares; 2024Q3: 31,232 shares; 2024Q4: 31,725 shares 31,725 $1.69M 0.01% +493 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,190 shares; 2023Q4: 36,766 shares; 2024Q1: 22,987 shares; 2024Q2: 17,823 shares; 2024Q3: 17,900 shares; 2024Q4: 16,754 shares 16,754 $1.69M 0.01% -1,146 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19,951 shares; 2024Q3: 19,960 shares; 2024Q4: 18,884 shares 18,884 $1.68M 0.01% -1,076 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,526 shares; 2023Q4: 11,247 shares; 2024Q1: 11,620 shares; 2024Q2: 11,730 shares; 2024Q3: 12,021 shares; 2024Q4: 20,705 shares 20,705 $1.68M 0.01% +8,684 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,351 shares; 2023Q4: 10,757 shares; 2024Q1: 5,639 shares; 2024Q2: 13,903 shares; 2024Q3: 14,856 shares; 2024Q4: 13,509 shares 13,509 $1.68M 0.01% -1,347 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,484 shares; 2023Q4: 4,510 shares; 2024Q1: 2,316 shares; 2024Q2: 10,999 shares; 2024Q3: 11,693 shares; 2024Q4: 13,904 shares 13,904 $1.68M 0.01% +2,211 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 112,455 shares; 2023Q4: 88,559 shares; 2024Q1: 68,610 shares; 2024Q2: 44,501 shares; 2024Q3: 31,571 shares; 2024Q4: 28,769 shares 28,769 $1.68M 0.01% -2,802 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,176 shares; 2023Q4: 46,770 shares; 2024Q1: 17,931 shares; 2024Q2: 16,876 shares; 2024Q3: 17,082 shares; 2024Q4: 21,189 shares 21,189 $1.67M 0.01% +4,107 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,937 shares; 2023Q4: 3,291 shares; 2024Q1: 4,081 shares; 2024Q2: 6,015 shares; 2024Q3: 7,255 shares; 2024Q4: 7,118 shares 7,118 $1.67M 0.01% -137 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,985 shares; 2024Q3: 14,758 shares; 2024Q4: 14,678 shares 14,678 $1.67M 0.01% -80 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,936 shares; 2023Q4: 2,702 shares; 2024Q1: 2,738 shares; 2024Q2: 6,429 shares; 2024Q3: 10,012 shares; 2024Q4: 8,483 shares 8,483 $1.67M 0.01% -1,529 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,181 shares; 2024Q2: 18,836 shares; 2024Q3: 8,514 shares; 2024Q4: 10,065 shares 10,065 $1.66M 0.01% +1,551 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 80,888 shares; 2023Q4: 77,859 shares; 2024Q1: 67,506 shares; 2024Q2: 72,062 shares; 2024Q3: 74,816 shares; 2024Q4: 69,324 shares 69,324 $1.66M 0.01% -5,492 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,620 shares; 2024Q3: 16,539 shares; 2024Q4: 16,994 shares 16,994 $1.66M 0.01% +455 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,107 shares; 2024Q2: 89,553 shares; 2024Q3: 42,561 shares; 2024Q4: 36,482 shares 36,482 $1.65M 0.01% -6,079 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,095 shares; 2023Q4: 18,386 shares; 2024Q1: 21,086 shares; 2024Q2: 23,671 shares; 2024Q3: 22,648 shares; 2024Q4: 21,377 shares 21,377 $1.65M 0.01% -1,271 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,859 shares; 2024Q3: 7,179 shares; 2024Q4: 7,194 shares 7,194 $1.65M 0.01% +15 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25,659 shares; 2023Q4: 18,487 shares; 2024Q1: 20,096 shares; 2024Q2: 20,320 shares; 2024Q3: 18,651 shares; 2024Q4: 18,232 shares 18,232 $1.65M 0.01% -419 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,956 shares; 2023Q4: 9,564 shares; 2024Q1: 8,521 shares; 2024Q2: 9,628 shares; 2024Q3: 9,419 shares; 2024Q4: 9,221 shares 9,221 $1.65M 0.01% -198 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,129 shares; 2023Q4: 25,940 shares; 2024Q1: 30,710 shares; 2024Q2: 31,509 shares; 2024Q3: 31,615 shares; 2024Q4: 34,544 shares 34,544 $1.64M 0.01% +2,929 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,982 shares; 2023Q4: 16,943 shares; 2024Q1: 17,688 shares; 2024Q2: 31,878 shares; 2024Q3: 27,475 shares; 2024Q4: 22,092 shares 22,092 $1.64M 0.01% -5,383 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,989 shares; 2023Q4: 11,001 shares; 2024Q1: 12,529 shares; 2024Q2: 18,333 shares; 2024Q3: 17,503 shares; 2024Q4: 19,324 shares 19,324 $1.64M 0.01% +1,821 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23,803 shares; 2024Q3: 23,762 shares; 2024Q4: 70,772 shares 70,772 $1.64M 0.01% +47,010 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,671 shares; 2023Q4: 7,639 shares; 2024Q1: 7,994 shares; 2024Q2: 16,743 shares; 2024Q3: 15,449 shares; 2024Q4: 12,884 shares 12,884 $1.64M 0.01% -2,565 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,732 shares; 2024Q4: 55,144 shares 55,144 $1.63M 0.01% +35,412 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,142 shares; 2023Q4: 2,295 shares; 2024Q1: 2,192 shares; 2024Q2: 7,788 shares; 2024Q3: 7,920 shares; 2024Q4: 6,925 shares 6,925 $1.63M 0.01% -995 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,521 shares; 2023Q4: 115,684 shares; 2024Q1: 126,281 shares; 2024Q2: 42,139 shares; 2024Q3: 96,853 shares; 2024Q4: 99,834 shares 99,834 $1.63M 0.01% +2,981 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 53,493 shares 53,493 $1.63M 0.01% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 55,009 shares; 2024Q3: 54,156 shares; 2024Q4: 50,968 shares 50,968 $1.63M 0.01% -3,188 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,419 shares; 2023Q4: 47,145 shares; 2024Q1: 11,250 shares; 2024Q2: 11,676 shares; 2024Q3: 12,352 shares; 2024Q4: 13,510 shares 13,510 $1.63M 0.01% +1,158 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,308 shares; 2024Q2: 13,705 shares; 2024Q3: 45,659 shares; 2024Q4: 41,058 shares 41,058 $1.62M 0.01% -4,601 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,363 shares; 2023Q4: 12,573 shares; 2024Q1: 16,978 shares; 2024Q2: 19,900 shares; 2024Q3: 23,846 shares; 2024Q4: 32,349 shares 32,349 $1.61M 0.01% +8,503 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,385 shares; 2023Q4: 6,901 shares; 2024Q1: 15,379 shares; 2024Q2: 18,770 shares; 2024Q3: 20,034 shares; 2024Q4: 54,276 shares 54,276 $1.61M 0.01% +34,242 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,303 shares 16,303 $1.61M 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,567 shares; 2023Q4: 4,729 shares; 2024Q1: 6,442 shares; 2024Q2: 8,099 shares; 2024Q3: 6,370 shares; 2024Q4: 11,270 shares 11,270 $1.61M 0.01% +4,900 Timeline DWMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 801,345 shares; 2023Q4: 796,914 shares; 2024Q1: 398,408 shares; 2024Q2: 113,291 shares; 2024Q3: 70,092 shares; 2024Q4: 59,432 shares 59,432 $1.6M 0.01% -10,660 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,775 shares; 2023Q4: 23,585 shares; 2024Q1: 23,082 shares; 2024Q2: 58,514 shares; 2024Q3: 62,136 shares; 2024Q4: 48,999 shares 48,999 $1.6M 0.01% -13,137 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,222 shares; 2024Q2: 25,961 shares; 2024Q3: 31,877 shares; 2024Q4: 31,769 shares 31,769 $1.59M 0.01% -108 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,938 shares; 2023Q4: 22,940 shares; 2024Q1: 31,776 shares; 2024Q2: 55,132 shares; 2024Q3: 71,480 shares; 2024Q4: 86,524 shares 86,524 $1.59M 0.01% +15,044 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,323 shares; 2024Q3: 5,781 shares; 2024Q4: 16,655 shares 16,655 $1.58M 0.01% +10,874 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,835 shares; 2023Q4: 5,004 shares; 2024Q1: 5,118 shares; 2024Q2: 11,082 shares; 2024Q3: 11,739 shares; 2024Q4: 9,653 shares 9,653 $1.58M 0.01% -2,086 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,900 shares; 2024Q2: 18,207 shares; 2024Q3: 37,137 shares; 2024Q4: 58,667 shares 58,667 $1.58M 0.01% +21,530 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,083 shares; 2023Q4: 4,333 shares; 2024Q1: 4,423 shares; 2024Q2: 7,462 shares; 2024Q3: 7,871 shares; 2024Q4: 8,436 shares 8,436 $1.58M 0.01% +565 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,440 shares; 2023Q4: 2,708 shares; 2024Q1: 2,902 shares; 2024Q2: 11,170 shares; 2024Q3: 11,688 shares; 2024Q4: 11,708 shares 11,708 $1.57M 0.01% +20 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,868 shares; 2023Q4: 2,865 shares; 2024Q1: 3,294 shares; 2024Q2: 4,141 shares; 2024Q3: 4,448 shares; 2024Q4: 5,500 shares 5,500 $1.57M 0.01% +1,052 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,423 shares; 2023Q4: 8,487 shares; 2024Q1: 13,550 shares; 2024Q2: 13,099 shares; 2024Q3: 9,127 shares; 2024Q4: 14,429 shares 14,429 $1.56M 0.01% +5,302 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,119 shares; 2023Q4: 3,476 shares; 2024Q1: 2,215 shares; 2024Q2: 13,444 shares; 2024Q3: 14,137 shares; 2024Q4: 11,117 shares 11,117 $1.55M 0.01% -3,020 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,133 shares; 2023Q4: 10,133 shares; 2024Q1: 10,168 shares; 2024Q2: 15,945 shares; 2024Q3: 15,619 shares; 2024Q4: 12,646 shares 12,646 $1.55M 0.01% -2,973 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,232 shares; 2023Q4: 3,371 shares; 2024Q1: not reported; 2024Q2: 4,086 shares; 2024Q3: 4,558 shares; 2024Q4: 4,569 shares 4,569 $1.55M 0.01% +11 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,252 shares; 2023Q4: not reported; 2024Q1: 13,650 shares; 2024Q2: 49,070 shares; 2024Q3: 59,537 shares; 2024Q4: 65,469 shares 65,469 $1.54M 0.01% +5,932 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,273 shares; 2023Q4: 39,819 shares; 2024Q1: 43,099 shares; 2024Q2: 47,318 shares; 2024Q3: 25,006 shares; 2024Q4: 25,145 shares 25,145 $1.54M 0.01% +139 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,318 shares; 2023Q4: 6,320 shares; 2024Q1: 6,322 shares; 2024Q2: 9,149 shares; 2024Q3: 9,161 shares; 2024Q4: 12,486 shares 12,486 $1.54M 0.01% +3,325 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,939 shares; 2023Q4: 13,797 shares; 2024Q1: 10,772 shares; 2024Q2: 13,775 shares; 2024Q3: 13,643 shares; 2024Q4: 14,748 shares 14,748 $1.53M 0.01% +1,105 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38,737 shares; 2023Q4: 52,403 shares; 2024Q1: 39,188 shares; 2024Q2: 36,071 shares; 2024Q3: 32,832 shares; 2024Q4: 35,881 shares 35,881 $1.53M 0.01% +3,049 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,153 shares; 2023Q4: 3,834 shares; 2024Q1: 6,225 shares; 2024Q2: 60,341 shares; 2024Q3: 64,474 shares; 2024Q4: 49,513 shares 49,513 $1.53M 0.01% -14,961 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 43,032 shares; 2024Q3: 52,104 shares; 2024Q4: 50,423 shares 50,423 $1.52M 0.01% -1,681 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,338 shares; 2023Q4: 1,246 shares; 2024Q1: 1,164 shares; 2024Q2: 5,620 shares; 2024Q3: 5,265 shares; 2024Q4: 5,334 shares 5,334 $1.52M 0.01% +69 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,495 shares; 2023Q4: 28,004 shares; 2024Q1: 32,253 shares; 2024Q2: 30,297 shares; 2024Q3: 22,468 shares; 2024Q4: 29,568 shares 29,568 $1.52M 0.01% +7,100 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,237 shares; 2023Q4: 10,424 shares; 2024Q1: 10,282 shares; 2024Q2: 16,205 shares; 2024Q3: 13,702 shares; 2024Q4: 14,500 shares 14,500 $1.52M 0.01% +798 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,995 shares; 2023Q4: 16,523 shares; 2024Q1: 23,550 shares; 2024Q2: 23,249 shares; 2024Q3: 22,824 shares; 2024Q4: 23,098 shares 23,098 $1.51M 0.01% +274 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,899 shares; 2023Q4: 3,543 shares; 2024Q1: 4,593 shares; 2024Q2: 5,315 shares; 2024Q3: 5,579 shares; 2024Q4: 5,823 shares 5,823 $1.51M 0.01% +244 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,384 shares; 2024Q4: 10,567 shares 10,567 $1.51M 0.01% +1,183 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 654 shares; 2023Q4: 818 shares; 2024Q1: 729 shares; 2024Q2: 2,044 shares; 2024Q3: 3,861 shares; 2024Q4: 3,947 shares 3,947 $1.51M 0.01% +86 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,251 shares; 2023Q4: 21,785 shares; 2024Q1: 19,832 shares; 2024Q2: 19,383 shares; 2024Q3: 22,436 shares; 2024Q4: 29,449 shares 29,449 $1.5M 0.01% +7,013 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,911 shares; 2023Q4: 15,096 shares; 2024Q1: 16,173 shares; 2024Q2: 16,110 shares; 2024Q3: 16,315 shares; 2024Q4: 16,683 shares 16,683 $1.5M 0.01% +368 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,116 shares; 2024Q3: 12,012 shares; 2024Q4: 13,646 shares 13,646 $1.5M 0.01% +1,634 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 46,290 shares; 2024Q3: 46,293 shares; 2024Q4: 48,007 shares 48,007 $1.5M 0.01% +1,714 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,665 shares; 2023Q4: 1,558 shares; 2024Q1: 1,701 shares; 2024Q2: 4,314 shares; 2024Q3: 6,354 shares; 2024Q4: 6,391 shares 6,391 $1.49M 0.01% +37 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39,527 shares; 2023Q4: 38,259 shares; 2024Q1: 38,501 shares; 2024Q2: 40,993 shares; 2024Q3: 45,504 shares; 2024Q4: 43,639 shares 43,639 $1.49M 0.01% -1,865 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,776 shares; 2023Q4: 8,898 shares; 2024Q1: 8,464 shares; 2024Q2: 30,195 shares; 2024Q3: 33,330 shares; 2024Q4: 34,003 shares 34,003 $1.49M 0.01% +673 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,220 shares; 2024Q1: 927 shares; 2024Q2: 3,219 shares; 2024Q3: 5,319 shares; 2024Q4: 7,865 shares 7,865 $1.49M 0.01% +2,546 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,300 shares; 2023Q4: 1,295 shares; 2024Q1: 1,417 shares; 2024Q2: 4,132 shares; 2024Q3: 4,708 shares; 2024Q4: 5,020 shares 5,020 $1.48M 0.01% +312 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 94,228 shares; 2024Q3: 142,324 shares; 2024Q4: 146,636 shares 146,636 $1.48M 0.01% +4,312 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,005 shares; 2023Q4: 1,036 shares; 2024Q1: 1,189 shares; 2024Q2: 2,672 shares; 2024Q3: 3,052 shares; 2024Q4: 3,128 shares 3,128 $1.48M 0.01% +76 Timeline VPC ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 67,451 shares; 2023Q4: 57,328 shares; 2024Q1: 54,220 shares; 2024Q2: 56,976 shares; 2024Q3: 52,819 shares; 2024Q4: 67,949 shares 67,949 $1.48M 0.01% +15,130 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,686 shares; 2024Q4: 38,662 shares 38,662 $1.48M 0.01% +31,976 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,447 shares; 2023Q4: 4,434 shares; 2024Q1: 4,323 shares; 2024Q2: 5,944 shares; 2024Q3: 6,324 shares; 2024Q4: 6,589 shares 6,589 $1.47M 0.01% +265 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 36,742 shares; 2024Q3: 37,360 shares; 2024Q4: 36,360 shares 36,360 $1.47M 0.01% -1,000 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,044 shares; 2023Q4: 10,365 shares; 2024Q1: 11,315 shares; 2024Q2: 17,347 shares; 2024Q3: 15,853 shares; 2024Q4: 17,037 shares 17,037 $1.47M 0.01% +1,184 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,402 shares; 2023Q4: 7,290 shares; 2024Q1: 8,379 shares; 2024Q2: 8,482 shares; 2024Q3: 9,390 shares; 2024Q4: 17,019 shares 17,019 $1.47M 0.01% +7,629 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,681 shares; 2024Q3: 9,332 shares; 2024Q4: 9,069 shares 9,069 $1.46M 0.01% -263 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,305 shares; 2023Q4: 4,993 shares; 2024Q1: 6,513 shares; 2024Q2: 13,825 shares; 2024Q3: 14,387 shares; 2024Q4: 12,628 shares 12,628 $1.46M 0.01% -1,759 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,480 shares; 2023Q4: 3,397 shares; 2024Q1: 3,418 shares; 2024Q2: 3,734 shares; 2024Q3: 4,032 shares; 2024Q4: 8,687 shares 8,687 $1.44M 0.01% +4,655 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 17,551 shares; 2024Q1: not reported; 2024Q2: 47,281 shares; 2024Q3: 45,778 shares; 2024Q4: 46,927 shares 46,927 $1.44M 0.01% +1,149 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30,985 shares; 2024Q3: 30,680 shares; 2024Q4: 47,403 shares 47,403 $1.44M 0.01% +16,723 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 32,442 shares; 2024Q2: 32,489 shares; 2024Q3: 33,548 shares; 2024Q4: 36,493 shares 36,493 $1.43M 0.01% +2,945 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,345 shares; 2023Q4: 16,356 shares; 2024Q1: 15,938 shares; 2024Q2: 16,999 shares; 2024Q3: 18,228 shares; 2024Q4: 19,097 shares 19,097 $1.43M 0.01% +869 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,705 shares; 2024Q3: 5,701 shares; 2024Q4: 4,336 shares 4,336 $1.42M 0.01% -1,365 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,857 shares; 2024Q3: 6,665 shares; 2024Q4: 7,706 shares 7,706 $1.42M 0.01% +1,041 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,392 shares 23,392 $1.41M 0.01% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,864 shares; 2024Q2: 25,598 shares; 2024Q3: 27,237 shares; 2024Q4: 51,812 shares 51,812 $1.41M 0.01% +24,575 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,018 shares; 2024Q1: 1,097 shares; 2024Q2: 2,989 shares; 2024Q3: 2,981 shares; 2024Q4: 3,105 shares 3,105 $1.41M 0.01% +124 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,068 shares; 2023Q4: 33,995 shares; 2024Q1: 32,750 shares; 2024Q2: 26,014 shares; 2024Q3: 42,979 shares; 2024Q4: 45,777 shares 45,777 $1.41M 0.01% +2,798 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,017 shares; 2023Q4: 12,375 shares; 2024Q1: 14,216 shares; 2024Q2: 16,141 shares; 2024Q3: 18,132 shares; 2024Q4: 21,457 shares 21,457 $1.41M 0.01% +3,325 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,742 shares; 2023Q4: 31,392 shares; 2024Q1: 41,266 shares; 2024Q2: 140,785 shares; 2024Q3: 154,718 shares; 2024Q4: 109,311 shares 109,311 $1.41M 0.01% -45,407 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,957 shares; 2024Q3: 14,023 shares; 2024Q4: 14,095 shares 14,095 $1.4M 0.01% +72 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 330 shares; 2023Q4: 332 shares; 2024Q1: 1,010 shares; 2024Q2: 1,179 shares; 2024Q3: 1,219 shares; 2024Q4: 1,258 shares 1,258 $1.39M 0.01% +39 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,754 shares; 2023Q4: 3,709 shares; 2024Q1: 3,602 shares; 2024Q2: 14,946 shares; 2024Q3: 16,702 shares; 2024Q4: 17,657 shares 17,657 $1.39M 0.01% +955 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 634,938 shares; 2023Q4: 599,971 shares; 2024Q1: 300,564 shares; 2024Q2: 81,482 shares; 2024Q3: 62,816 shares; 2024Q4: 67,589 shares 67,589 $1.38M 0.01% +4,773 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,881 shares; 2023Q4: 24,719 shares; 2024Q1: 24,685 shares; 2024Q2: 24,370 shares; 2024Q3: 26,105 shares; 2024Q4: 25,279 shares 25,279 $1.38M 0.01% -826 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,098 shares; 2024Q1: 5,298 shares; 2024Q2: 7,833 shares; 2024Q3: 9,427 shares; 2024Q4: 9,456 shares 9,456 $1.38M 0.01% +29 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,797 shares; 2024Q1: 18,983 shares; 2024Q2: 27,178 shares; 2024Q3: 28,737 shares; 2024Q4: 28,748 shares 28,748 $1.38M 0.01% +11 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,456 shares 32,456 $1.37M 0.01% new Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,251 shares; 2024Q3: 8,167 shares; 2024Q4: 8,415 shares 8,415 $1.37M 0.01% +248 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,039 shares; 2024Q3: 14,729 shares; 2024Q4: 14,806 shares 14,806 $1.36M 0.01% +77 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,407 shares; 2023Q4: 15,696 shares; 2024Q1: 19,440 shares; 2024Q2: 28,054 shares; 2024Q3: 28,893 shares; 2024Q4: 28,949 shares 28,949 $1.36M 0.01% +56 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,751 shares; 2023Q4: 4,531 shares; 2024Q1: 5,249 shares; 2024Q2: 5,660 shares; 2024Q3: 5,849 shares; 2024Q4: 8,204 shares 8,204 $1.36M 0.01% +2,355 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,223 shares; 2023Q4: 13,183 shares; 2024Q1: 13,004 shares; 2024Q2: 12,766 shares; 2024Q3: 12,284 shares; 2024Q4: 12,788 shares 12,788 $1.35M 0.01% +504 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,811 shares; 2023Q4: 27,179 shares; 2024Q1: 29,319 shares; 2024Q2: 28,525 shares; 2024Q3: 28,909 shares; 2024Q4: 28,267 shares 28,267 $1.35M 0.01% -642 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,675 shares; 2024Q2: 17,335 shares; 2024Q3: 31,375 shares; 2024Q4: 67,969 shares 67,969 $1.35M 0.01% +36,594 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,185 shares; 2023Q4: 9,135 shares; 2024Q1: 20,815 shares; 2024Q2: 19,590 shares; 2024Q3: 12,739 shares; 2024Q4: 14,235 shares 14,235 $1.34M 0.01% +1,496 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,083 shares; 2023Q4: 3,188 shares; 2024Q1: 3,408 shares; 2024Q2: 9,128 shares; 2024Q3: 9,197 shares; 2024Q4: 9,192 shares 9,192 $1.34M 0.01% -5 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,498 shares; 2024Q2: 9,965 shares; 2024Q3: 10,797 shares; 2024Q4: 11,411 shares 11,411 $1.34M 0.01% +614 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 86,899 shares; 2023Q4: 62,674 shares; 2024Q1: 58,392 shares; 2024Q2: 59,386 shares; 2024Q3: 56,966 shares; 2024Q4: 56,307 shares 56,307 $1.34M 0.01% -659 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,344 shares; 2023Q4: 18,541 shares; 2024Q1: 24,379 shares; 2024Q2: 26,312 shares; 2024Q3: 24,130 shares; 2024Q4: 20,880 shares 20,880 $1.34M 0.01% -3,250 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,686 shares; 2023Q4: 53,471 shares; 2024Q1: 47,509 shares; 2024Q2: 74,616 shares; 2024Q3: 72,005 shares; 2024Q4: 77,711 shares 77,711 $1.33M 0.01% +5,706 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43,708 shares 43,708 $1.33M 0.01% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,426 shares; 2023Q4: 16,478 shares; 2024Q1: 18,130 shares; 2024Q2: 19,520 shares; 2024Q3: 15,389 shares; 2024Q4: 13,387 shares 13,387 $1.33M 0.01% -2,002 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37,897 shares 37,897 $1.33M 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,994 shares; 2024Q2: 17,070 shares; 2024Q3: 17,032 shares; 2024Q4: 17,881 shares 17,881 $1.32M 0.01% +849 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,579 shares; 2023Q4: 1,620 shares; 2024Q1: 1,626 shares; 2024Q2: 4,250 shares; 2024Q3: 5,138 shares; 2024Q4: 5,351 shares 5,351 $1.32M 0.01% +213 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,824 shares; 2023Q4: 29,760 shares; 2024Q1: 29,550 shares; 2024Q2: 32,031 shares; 2024Q3: 35,072 shares; 2024Q4: 34,907 shares 34,907 $1.32M 0.01% -165 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 13,937 shares; 2024Q1: 18,121 shares; 2024Q2: 26,087 shares; 2024Q3: 26,689 shares; 2024Q4: 65,151 shares 65,151 $1.32M 0.01% +38,462 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,305 shares; 2023Q4: 22,451 shares; 2024Q1: 28,709 shares; 2024Q2: 30,498 shares; 2024Q3: 29,785 shares; 2024Q4: 28,249 shares 28,249 $1.32M 0.01% -1,536 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,584 shares; 2023Q4: 48,058 shares; 2024Q1: 48,854 shares; 2024Q2: 87,729 shares; 2024Q3: 90,650 shares; 2024Q4: 83,890 shares 83,890 $1.31M 0.01% -6,760 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,509 shares; 2023Q4: 9,561 shares; 2024Q1: 9,092 shares; 2024Q2: 15,198 shares; 2024Q3: 14,901 shares; 2024Q4: 17,229 shares 17,229 $1.31M 0.01% +2,328 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 38,029 shares; 2024Q3: 67,561 shares; 2024Q4: 55,015 shares 55,015 $1.31M 0.01% -12,546 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,393 shares; 2024Q3: 9,417 shares; 2024Q4: 12,602 shares 12,602 $1.31M 0.01% +3,185 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 9,602 shares; 2024Q1: 21,629 shares; 2024Q2: 18,832 shares; 2024Q3: 19,140 shares; 2024Q4: 19,543 shares 19,543 $1.3M 0.01% +403 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,335 shares; 2023Q4: 17,857 shares; 2024Q1: 17,684 shares; 2024Q2: 20,729 shares; 2024Q3: 21,197 shares; 2024Q4: 20,598 shares 20,598 $1.3M 0.01% -599 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,965 shares; 2024Q2: 17,194 shares; 2024Q3: 12,134 shares; 2024Q4: 11,893 shares 11,893 $1.3M 0.01% -241 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 32,873 shares; 2024Q3: 32,913 shares; 2024Q4: 34,604 shares 34,604 $1.29M 0.01% +1,691 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,021 shares; 2024Q3: 2,282 shares; 2024Q4: 2,421 shares 2,421 $1.29M 0.01% +139 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,028 shares; 2023Q4: 29,286 shares; 2024Q1: 29,204 shares; 2024Q2: 32,235 shares; 2024Q3: 31,363 shares; 2024Q4: 31,444 shares 31,444 $1.29M 0.01% +81 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,558 shares; 2023Q4: 2,694 shares; 2024Q1: 3,109 shares; 2024Q2: 3,292 shares; 2024Q3: 6,450 shares; 2024Q4: 7,227 shares 7,227 $1.28M 0.01% +777 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,845 shares; 2024Q3: 2,909 shares; 2024Q4: 6,698 shares 6,698 $1.28M 0.01% +3,789 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,291 shares; 2023Q4: 4,863 shares; 2024Q1: 4,950 shares; 2024Q2: 27,547 shares; 2024Q3: 27,668 shares; 2024Q4: 26,510 shares 26,510 $1.28M 0.01% -1,158 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,129 shares; 2023Q4: 2,167 shares; 2024Q1: 2,738 shares; 2024Q2: 4,443 shares; 2024Q3: 4,291 shares; 2024Q4: 8,455 shares 8,455 $1.28M 0.01% +4,164 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,059 shares; 2024Q3: 12,805 shares; 2024Q4: 12,043 shares 12,043 $1.27M 0.01% -762 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,883 shares; 2024Q3: 2,025 shares; 2024Q4: 2,123 shares 2,123 $1.27M 0.01% +98 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,686 shares; 2023Q4: 17,265 shares; 2024Q1: 16,860 shares; 2024Q2: 15,994 shares; 2024Q3: 15,481 shares; 2024Q4: 14,991 shares 14,991 $1.27M 0.01% -490 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,335 shares; 2023Q4: 15,902 shares; 2024Q1: 15,563 shares; 2024Q2: 25,412 shares; 2024Q3: 26,294 shares; 2024Q4: 18,994 shares 18,994 $1.27M 0.01% -7,300 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 126,376 shares; 2023Q4: 116,977 shares; 2024Q1: 18,363 shares; 2024Q2: 16,981 shares; 2024Q3: 16,959 shares; 2024Q4: 16,757 shares 16,757 $1.26M 0.01% -202 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,708 shares; 2023Q4: 29,880 shares; 2024Q1: 27,392 shares; 2024Q2: 28,339 shares; 2024Q3: 27,164 shares; 2024Q4: 27,144 shares 27,144 $1.26M 0.01% -20 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,412 shares; 2024Q3: 20,233 shares; 2024Q4: 20,336 shares 20,336 $1.26M 0.01% +103 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 20,555 shares; 2024Q1: 21,214 shares; 2024Q2: 22,777 shares; 2024Q3: 25,688 shares; 2024Q4: 26,854 shares 26,854 $1.26M 0.01% +1,166 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,003 shares; 2024Q1: 4,718 shares; 2024Q2: 9,692 shares; 2024Q3: 13,744 shares; 2024Q4: 16,694 shares 16,694 $1.25M 0.01% +2,950 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,994 shares; 2024Q2: 5,641 shares; 2024Q3: 6,487 shares; 2024Q4: 8,646 shares 8,646 $1.25M 0.01% +2,159 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,698 shares; 2023Q4: 10,592 shares; 2024Q1: 26,654 shares; 2024Q2: 26,228 shares; 2024Q3: 25,368 shares; 2024Q4: 24,093 shares 24,093 $1.25M 0.01% -1,275 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,115 shares; 2024Q4: 60,278 shares 60,278 $1.24M 0.01% +33,163 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,358 shares; 2023Q4: 31,736 shares; 2024Q1: 32,129 shares; 2024Q2: 35,414 shares; 2024Q3: 29,489 shares; 2024Q4: 28,855 shares 28,855 $1.24M 0.01% -634 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 17,084 shares; 2024Q1: 19,237 shares; 2024Q2: 23,792 shares; 2024Q3: 27,966 shares; 2024Q4: 32,604 shares 32,604 $1.24M 0.01% +4,638 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,941 shares; 2024Q3: 11,288 shares; 2024Q4: 13,283 shares 13,283 $1.23M 0.01% +1,995 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,173 shares; 2023Q4: 8,741 shares; 2024Q1: 8,727 shares; 2024Q2: 8,858 shares; 2024Q3: 8,758 shares; 2024Q4: 20,683 shares 20,683 $1.22M 0.01% +11,925 Timeline ALGS ALIGOS THERAPEUTICS INC More: the full row for ALIGOS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,570 shares 30,570 $1.22M 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,137 shares; 2023Q4: 5,101 shares; 2024Q1: 5,225 shares; 2024Q2: 8,404 shares; 2024Q3: 8,760 shares; 2024Q4: 10,097 shares 10,097 $1.22M 0.01% +1,337 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,864 shares; 2023Q4: 41,344 shares; 2024Q1: 43,124 shares; 2024Q2: 43,384 shares; 2024Q3: 43,536 shares; 2024Q4: 43,677 shares 43,677 $1.22M 0.01% +141 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,681 shares; 2024Q1: 4,768 shares; 2024Q2: 11,769 shares; 2024Q3: 12,426 shares; 2024Q4: 11,926 shares 11,926 $1.21M 0.01% -500 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,552 shares; 2023Q4: 7,481 shares; 2024Q1: 7,413 shares; 2024Q2: 12,979 shares; 2024Q3: 12,304 shares; 2024Q4: 14,040 shares 14,040 $1.21M 0.01% +1,736 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,255 shares; 2023Q4: 20,431 shares; 2024Q1: 18,885 shares; 2024Q2: 68,339 shares; 2024Q3: 55,741 shares; 2024Q4: 51,148 shares 51,148 $1.21M 0.01% -4,593 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 54,357 shares 54,357 $1.21M 0.01% new Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30,292 shares; 2024Q3: 21,440 shares; 2024Q4: 27,428 shares 27,428 $1.21M 0.01% +5,988 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 151,520 shares; 2024Q4: 155,610 shares 155,610 $1.2M 0.01% +4,090 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 31,024 shares; 2024Q3: 30,670 shares; 2024Q4: 31,444 shares 31,444 $1.2M 0.01% +774 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,249 shares; 2024Q2: 21,379 shares; 2024Q3: 20,035 shares; 2024Q4: 16,717 shares 16,717 $1.2M 0.01% -3,318 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,283 shares; 2024Q2: 20,868 shares; 2024Q3: 24,450 shares; 2024Q4: 24,629 shares 24,629 $1.19M 0.01% +179 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 119,685 shares; 2023Q4: 69,814 shares; 2024Q1: 69,878 shares; 2024Q2: 74,596 shares; 2024Q3: 74,932 shares; 2024Q4: 77,306 shares 77,306 $1.18M 0.01% +2,374 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 36,818 shares; 2024Q3: 42,698 shares; 2024Q4: 43,434 shares 43,434 $1.18M 0.01% +736 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 11,857 shares; 2024Q1: 11,914 shares; 2024Q2: 12,458 shares; 2024Q3: 17,615 shares; 2024Q4: 37,671 shares 37,671 $1.18M 0.01% +20,056 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 42,419 shares 42,419 $1.17M 0.01% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52,667 shares; 2023Q4: 36,768 shares; 2024Q1: 40,134 shares; 2024Q2: 37,353 shares; 2024Q3: 35,841 shares; 2024Q4: 31,762 shares 31,762 $1.17M 0.01% -4,079 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,471 shares; 2023Q4: 5,874 shares; 2024Q1: 6,189 shares; 2024Q2: 6,741 shares; 2024Q3: 7,990 shares; 2024Q4: 8,738 shares 8,738 $1.17M 0.01% +748 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,398 shares; 2024Q3: 7,387 shares; 2024Q4: 37,141 shares 37,141 $1.17M 0.01% +29,754 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,608 shares; 2024Q1: not reported; 2024Q2: 5,387 shares; 2024Q3: 5,359 shares; 2024Q4: 6,213 shares 6,213 $1.17M 0.01% +854 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,248 shares; 2024Q3: 14,008 shares; 2024Q4: 28,354 shares 28,354 $1.16M 0.01% +14,346 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,379 shares; 2024Q3: 10,604 shares; 2024Q4: 10,945 shares 10,945 $1.16M 0.01% +341 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,943 shares; 2024Q3: 13,988 shares; 2024Q4: 12,756 shares 12,756 $1.16M 0.01% -1,232 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 814 shares; 2023Q4: 1,001 shares; 2024Q1: 991 shares; 2024Q2: 1,559 shares; 2024Q3: 1,220 shares; 2024Q4: 1,624 shares 1,624 $1.16M 0.01% +404 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,718 shares 21,718 $1.15M 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 66,829 shares; 2023Q4: 81,758 shares; 2024Q1: 97,219 shares; 2024Q2: 98,929 shares; 2024Q3: 93,699 shares; 2024Q4: 74,756 shares 74,756 $1.15M 0.01% -18,943 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 75,269 shares 75,269 $1.15M 0.01% new Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,007 shares; 2023Q4: 813 shares; 2024Q1: 931 shares; 2024Q2: 3,118 shares; 2024Q3: 3,338 shares; 2024Q4: 3,401 shares 3,401 $1.15M 0.01% +63 OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,336 shares; 2023Q4: 20,787 shares; 2024Q1: 19,894 shares; 2024Q2: 27,676 shares; 2024Q3: 25,460 shares; 2024Q4: 23,205 shares 23,205 $1.15M 0.01% -2,255 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 833 shares; 2024Q2: 3,634 shares; 2024Q3: 4,499 shares; 2024Q4: 4,499 shares 4,499 $1.15M 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,444 shares; 2023Q4: 47,561 shares; 2024Q1: 40,391 shares; 2024Q2: 41,397 shares; 2024Q3: 45,046 shares; 2024Q4: 45,816 shares 45,816 $1.14M 0.01% +770 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,862 shares; 2024Q4: 22,595 shares 22,595 $1.14M 0.01% +10,733 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,253 shares; 2023Q4: 30,460 shares; 2024Q1: 33,661 shares; 2024Q2: 40,243 shares; 2024Q3: 35,464 shares; 2024Q4: 38,864 shares 38,864 $1.13M 0.01% +3,400 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,156 shares; 2024Q3: 7,433 shares; 2024Q4: 7,413 shares 7,413 $1.13M 0.01% -20 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,791 shares; 2023Q4: 12,511 shares; 2024Q1: 11,665 shares; 2024Q2: 16,865 shares; 2024Q3: 17,007 shares; 2024Q4: 19,878 shares 19,878 $1.13M 0.01% +2,871 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 41,870 shares; 2024Q3: 42,513 shares; 2024Q4: 48,575 shares 48,575 $1.13M 0.01% +6,062 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 35,139 shares; 2024Q3: 35,505 shares; 2024Q4: 34,588 shares 34,588 $1.13M 0.01% -917 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,708 shares; 2024Q3: 9,213 shares; 2024Q4: 8,529 shares 8,529 $1.12M 0.01% -684 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 168,038 shares; 2023Q4: 120,976 shares; 2024Q1: 73,967 shares; 2024Q2: 63,408 shares; 2024Q3: 62,652 shares; 2024Q4: 58,169 shares 58,169 $1.12M 0.01% -4,483 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,802 shares; 2024Q3: 1,844 shares; 2024Q4: 1,831 shares 1,831 $1.12M 0.01% -13 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,204 shares; 2024Q4: 27,450 shares 27,450 $1.11M 0.01% +16,246 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,584 shares; 2024Q3: 5,411 shares; 2024Q4: 11,308 shares 11,308 $1.11M 0.01% +5,897 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,557 shares; 2024Q4: 31,112 shares 31,112 $1.11M 0.01% +23,555 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,357 shares; 2023Q4: 7,925 shares; 2024Q1: 6,946 shares; 2024Q2: 8,255 shares; 2024Q3: 7,929 shares; 2024Q4: 14,088 shares 14,088 $1.1M 0.01% +6,159 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,807 shares; 2024Q3: 8,160 shares; 2024Q4: 7,446 shares 7,446 $1.1M 0.01% -714 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,819 shares; 2023Q4: 5,941 shares; 2024Q1: 6,106 shares; 2024Q2: 15,318 shares; 2024Q3: 14,491 shares; 2024Q4: 15,136 shares 15,136 $1.1M 0.01% +645 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,805 shares; 2023Q4: 5,190 shares; 2024Q1: 4,821 shares; 2024Q2: 7,158 shares; 2024Q3: 7,581 shares; 2024Q4: 6,330 shares 6,330 $1.1M 0.01% -1,251 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,026 shares; 2024Q3: 10,104 shares; 2024Q4: 10,175 shares 10,175 $1.1M 0.01% +71 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 130,043 shares; 2023Q4: 34,617 shares; 2024Q1: 30,517 shares; 2024Q2: 33,364 shares; 2024Q3: 33,682 shares; 2024Q4: 33,598 shares 33,598 $1.1M 0.01% -84 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,504 shares; 2023Q4: 3,228 shares; 2024Q1: 3,591 shares; 2024Q2: 3,467 shares; 2024Q3: 3,194 shares; 2024Q4: 4,040 shares 4,040 $1.1M 0.01% +846 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,128 shares; 2023Q4: 18,537 shares; 2024Q1: 17,788 shares; 2024Q2: 18,247 shares; 2024Q3: 22,671 shares; 2024Q4: 39,677 shares 39,677 $1.09M 0.01% +17,006 Timeline