NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 4,203 shares; 2025Q1: 4,014 shares; 2025Q2: 3,894 shares; 2025Q3: 3,539 shares; 2025Q4: 3,199 shares; 2026Q1: 3,121 shares 3,121 $477K 0.01% -78 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 7,644 shares; 2025Q1: 7,651 shares; 2025Q2: 7,363 shares; 2025Q3: 7,617 shares; 2025Q4: 7,331 shares; 2026Q1: 7,340 shares 7,340 $475K 0.01% +9 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,344 shares; 2025Q4: 4,347 shares; 2026Q1: 4,347 shares 4,347 $475K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,316 shares; 2025Q1: 2,470 shares; 2025Q2: 2,914 shares; 2025Q3: 2,725 shares; 2025Q4: 2,674 shares; 2026Q1: 2,804 shares 2,804 $474K 0.01% +130 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 766 shares; 2025Q1: 792 shares; 2025Q2: 748 shares; 2025Q3: 839 shares; 2025Q4: 997 shares; 2026Q1: 1,131 shares 1,131 $471K 0.01% +134 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: 437 shares; 2026Q1: 440 shares 440 $470K 0.01% +3 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; 2024Q2: restricted; 2024Q3: 20,646 shares; 2024Q4: 19,962 shares; 2025Q1: 18,060 shares; 2025Q2: 16,803 shares; 2025Q3: 16,653 shares; 2025Q4: 13,528 shares; 2026Q1: 12,557 shares 12,557 $467K 0.01% -971 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,433 shares; 2024Q4: 45,883 shares; 2025Q1: 41,977 shares; 2025Q2: 44,717 shares; 2025Q3: 45,423 shares; 2025Q4: 46,351 shares; 2026Q1: 51,609 shares 51,609 $465K 0.01% +5,258 Timeline BANX ARROWMARK FINANCIAL CORP More: the full row for ARROWMARK FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,746 shares; 2024Q4: 30,746 shares; 2025Q1: 28,496 shares; 2025Q2: 27,496 shares; 2025Q3: 27,496 shares; 2025Q4: 25,996 shares; 2026Q1: 24,246 shares 24,246 $462K 0.01% -1,750 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,773 shares; 2025Q2: 14,720 shares; 2025Q3: 14,732 shares; 2025Q4: 21,027 shares; 2026Q1: 23,219 shares 23,219 $458K 0.01% +2,192 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,647 shares; 2025Q4: 1,437 shares; 2026Q1: 1,438 shares 1,438 $457K 0.01% +1 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,103 shares; 2024Q4: 55,103 shares; 2025Q1: 53,103 shares; 2025Q2: 53,103 shares; 2025Q3: 53,103 shares; 2025Q4: 49,618 shares; 2026Q1: 49,135 shares 49,135 $453K 0.01% -483 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,275 shares; 2025Q1: 3,404 shares; 2025Q2: 3,748 shares; 2025Q3: 3,751 shares; 2025Q4: 6,319 shares; 2026Q1: 6,206 shares 6,206 $442K 0.01% -113 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 304 shares; 2025Q1: 438 shares; 2025Q2: 414 shares; 2025Q3: 477 shares; 2025Q4: 530 shares; 2026Q1: 569 shares 569 $439K 0.01% +39 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 3,825 shares; 2025Q1: 1,390 shares; 2025Q2: 1,635 shares; 2025Q3: 1,922 shares; 2025Q4: 2,045 shares; 2026Q1: 2,009 shares 2,009 $436K 0.01% -36 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,648 shares; 2025Q1: 2,657 shares; 2025Q2: 3,531 shares; 2025Q3: 3,543 shares; 2025Q4: 3,606 shares; 2026Q1: 3,591 shares 3,591 $434K 0.01% -15 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,542 shares; 2025Q4: 4,390 shares; 2026Q1: 4,545 shares 4,545 $434K 0.01% +155 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; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,381 shares; 2025Q1: 3,404 shares; 2025Q2: 3,225 shares; 2025Q3: 3,270 shares; 2025Q4: 3,578 shares; 2026Q1: 3,684 shares 3,684 $433K 0.01% +106 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 833 shares; 2025Q1: 830 shares; 2025Q2: 866 shares; 2025Q3: 853 shares; 2025Q4: 870 shares; 2026Q1: 879 shares 879 $432K 0.01% +9 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 3,150 shares; 2025Q1: 3,151 shares; 2025Q2: 3,309 shares; 2025Q3: 3,124 shares; 2025Q4: 2,981 shares; 2026Q1: 2,957 shares 2,957 $431K 0.01% -24 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,255 shares; 2025Q2: 5,185 shares; 2025Q3: not reported; 2025Q4: 10,039 shares; 2026Q1: 11,272 shares 11,272 $422K 0.01% +1,233 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; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 2,465 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,329 shares; 2025Q4: 2,589 shares; 2026Q1: 2,589 shares 2,589 $419K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,037 shares; 2025Q2: 3,884 shares; 2025Q3: 3,958 shares; 2025Q4: 3,890 shares; 2026Q1: 3,890 shares 3,890 $412K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 689 shares; 2025Q1: 1,285 shares; 2025Q2: 1,037 shares; 2025Q3: 1,069 shares; 2025Q4: 1,063 shares; 2026Q1: 971 shares 971 $412K 0.01% -92 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,604 shares; 2024Q4: 43,604 shares; 2025Q1: 42,604 shares; 2025Q2: 42,089 shares; 2025Q3: 42,089 shares; 2025Q4: 42,089 shares; 2026Q1: 41,354 shares 41,354 $412K 0.01% -735 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares 7,200 $410K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,462 shares; 2026Q1: 1,971 shares 1,971 $410K 0.01% -1,491 Timeline NXRT NEXPOINT RESIDENTIAL TR INC More: the full row for NEXPOINT RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,926 shares; 2024Q4: 16,931 shares; 2025Q1: 16,936 shares; 2025Q2: 16,943 shares; 2025Q3: 16,749 shares; 2025Q4: 16,377 shares; 2026Q1: 16,387 shares 16,387 $410K 0.01% +10 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,465 shares; 2026Q1: 1,453 shares 1,453 $407K 0.01% -12 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 7,452 shares; 2025Q1: 8,995 shares; 2025Q2: 8,495 shares; 2025Q3: 10,088 shares; 2025Q4: 9,623 shares; 2026Q1: 8,741 shares 8,741 $407K 0.01% -882 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 10,031 shares; 2025Q1: 8,675 shares; 2025Q2: 8,736 shares; 2025Q3: 7,647 shares; 2025Q4: 8,241 shares; 2026Q1: 7,983 shares 7,983 $404K 0.01% -258 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,565 shares; 2025Q2: 8,565 shares; 2025Q3: 8,565 shares; 2025Q4: 8,565 shares; 2026Q1: 9,148 shares 9,148 $401K 0.01% +583 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 19,758 shares; 2025Q1: 18,860 shares; 2025Q2: 18,362 shares; 2025Q3: 18,363 shares; 2025Q4: 18,366 shares; 2026Q1: 18,367 shares 18,367 $395K 0.01% +1 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,392 shares; 2024Q4: 17,784 shares; 2025Q1: 19,837 shares; 2025Q2: 21,409 shares; 2025Q3: 21,022 shares; 2025Q4: 20,670 shares; 2026Q1: 21,992 shares 21,992 $390K 0.01% +1,322 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,201 shares; 2024Q4: 21,386 shares; 2025Q1: 8,114 shares; 2025Q2: 8,817 shares; 2025Q3: 9,960 shares; 2025Q4: 11,598 shares; 2026Q1: 6,605 shares 6,605 $390K 0.01% -4,993 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 6,694 shares; 2025Q1: 6,706 shares; 2025Q2: 6,694 shares; 2025Q3: 6,696 shares; 2025Q4: 7,338 shares; 2026Q1: 6,561 shares 6,561 $389K 0.01% -777 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,458 shares; 2025Q1: 1,548 shares; 2025Q2: 1,440 shares; 2025Q3: 1,472 shares; 2025Q4: 1,556 shares; 2026Q1: 1,672 shares 1,672 $388K 0.01% +116 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,052 shares; 2025Q1: 2,053 shares; 2025Q2: 2,164 shares; 2025Q3: 2,145 shares; 2025Q4: 2,001 shares; 2026Q1: 2,087 shares 2,087 $383K 0.01% +86 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,618 shares; 2024Q4: 11,800 shares; 2025Q1: 10,891 shares; 2025Q2: 10,217 shares; 2025Q3: 10,240 shares; 2025Q4: 9,723 shares; 2026Q1: 9,726 shares 9,726 $382K 0.01% +3 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,434 shares 4,434 $382K 0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,628 shares; 2025Q1: 3,673 shares; 2025Q2: 3,535 shares; 2025Q3: 3,559 shares; 2025Q4: 3,512 shares; 2026Q1: 3,239 shares 3,239 $381K 0.01% -273 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 3,076 shares; 2025Q1: 3,525 shares; 2025Q2: 7,524 shares; 2025Q3: 7,925 shares; 2025Q4: 8,109 shares; 2026Q1: 8,206 shares 8,206 $381K 0.01% +97 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 7,347 shares; 2025Q1: 7,229 shares; 2025Q2: 7,438 shares; 2025Q3: 7,243 shares; 2025Q4: 7,922 shares; 2026Q1: 8,137 shares 8,137 $380K 0.01% +215 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; 2024Q2: restricted; 2024Q3: 15,588 shares; 2024Q4: 19,619 shares; 2025Q1: 19,619 shares; 2025Q2: 18,804 shares; 2025Q3: 19,074 shares; 2025Q4: 19,924 shares; 2026Q1: 20,309 shares 20,309 $379K 0.01% +385 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,428 shares; 2025Q1: 1,508 shares; 2025Q2: 1,409 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,388 shares 1,388 $378K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 4,133 shares; 2025Q1: 3,657 shares; 2025Q2: 3,980 shares; 2025Q3: 4,379 shares; 2025Q4: 4,630 shares; 2026Q1: 5,137 shares 5,137 $376K 0.01% +507 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,325 shares; 2026Q1: 2,412 shares 2,412 $375K 0.01% +87 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,385 shares; 2025Q1: 6,990 shares; 2025Q2: 4,356 shares; 2025Q3: 4,646 shares; 2025Q4: 4,314 shares; 2026Q1: 4,560 shares 4,560 $373K 0.01% +246 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 574 shares; 2025Q3: 607 shares; 2025Q4: 658 shares; 2026Q1: 678 shares 678 $372K 0.01% +20 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,846 shares; 2024Q4: 75,746 shares; 2025Q1: 73,056 shares; 2025Q2: 69,056 shares; 2025Q3: 69,445 shares; 2025Q4: 60,369 shares; 2026Q1: 60,369 shares 60,369 $371K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 448 shares; 2025Q4: 585 shares; 2026Q1: 929 shares 929 $370K 0.01% +344 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,691 shares; 2025Q2: 6,335 shares; 2025Q3: 6,994 shares; 2025Q4: not reported; 2026Q1: 25,846 shares 25,846 $369K 0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,815 shares; 2024Q4: 14,596 shares; 2025Q1: 14,017 shares; 2025Q2: 11,573 shares; 2025Q3: 11,453 shares; 2025Q4: 9,427 shares; 2026Q1: 8,564 shares 8,564 $369K 0.01% -863 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,636 shares 19,636 $369K 0.01% new Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,157 shares; 2024Q4: 42,157 shares; 2025Q1: 41,557 shares; 2025Q2: 39,557 shares; 2025Q3: 35,807 shares; 2025Q4: 33,807 shares; 2026Q1: 33,807 shares 33,807 $369K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 1,294 shares; 2026Q1: 1,298 shares 1,298 $368K 0.01% +4 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 3,107 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,782 shares; 2026Q1: 2,732 shares 2,732 $368K 0.01% -50 Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,287 shares; 2024Q4: 33,787 shares; 2025Q1: 32,037 shares; 2025Q2: 32,037 shares; 2025Q3: 35,786 shares; 2025Q4: 34,788 shares; 2026Q1: 34,788 shares 34,788 $367K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,260 shares; 2025Q2: not reported; 2025Q3: 8,048 shares; 2025Q4: 7,600 shares; 2026Q1: 11,110 shares 11,110 $366K 0.01% +3,510 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; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 14,080 shares; 2025Q1: 17,200 shares; 2025Q2: 13,595 shares; 2025Q3: 13,606 shares; 2025Q4: 14,269 shares; 2026Q1: 14,571 shares 14,571 $366K 0.01% +302 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,937 shares; 2025Q3: 2,352 shares; 2025Q4: 2,619 shares; 2026Q1: 2,690 shares 2,690 $364K 0.01% +71 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,265 shares; 2025Q1: not reported; 2025Q2: 2,976 shares; 2025Q3: 3,040 shares; 2025Q4: 3,106 shares; 2026Q1: 3,669 shares 3,669 $363K 0.01% +563 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,258 shares; 2024Q4: 32,261 shares; 2025Q1: 30,173 shares; 2025Q2: 28,894 shares; 2025Q3: 28,896 shares; 2025Q4: 26,465 shares; 2026Q1: 26,178 shares 26,178 $360K 0.01% -287 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: 1,431 shares; 2025Q3: 1,808 shares; 2025Q4: 1,681 shares; 2026Q1: 1,810 shares 1,810 $359K 0.01% +129 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; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,974 shares; 2025Q1: 2,809 shares; 2025Q2: 3,027 shares; 2025Q3: 3,049 shares; 2025Q4: 3,057 shares; 2026Q1: 3,125 shares 3,125 $356K 0.01% +68 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 1,624 shares; 2025Q4: 1,765 shares; 2026Q1: 2,168 shares 2,168 $356K 0.01% +403 Timeline VSS 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; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,583 shares; 2025Q1: 2,056 shares; 2025Q2: 2,069 shares; 2025Q3: 2,567 shares; 2025Q4: 2,451 shares; 2026Q1: 2,437 shares 2,437 $355K 0.01% -14 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 5,072 shares; 2025Q1: 5,204 shares; 2025Q2: 5,092 shares; 2025Q3: 4,853 shares; 2025Q4: 4,639 shares; 2026Q1: 4,449 shares 4,449 $354K 0.01% -190 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,500 shares; 2025Q1: 61,500 shares; 2025Q2: 61,500 shares; 2025Q3: 61,500 shares; 2025Q4: 61,500 shares; 2026Q1: 50,000 shares 50,000 $352K 0.01% -11,500 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 3,913 shares; 2025Q4: 3,913 shares; 2026Q1: 3,913 shares 3,913 $351K 0.01% 0 Timeline BSCU 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; 2024Q2: restricted; 2024Q3: 12,362 shares; 2024Q4: 18,603 shares; 2025Q1: 18,603 shares; 2025Q2: 18,603 shares; 2025Q3: 18,893 shares; 2025Q4: 20,483 shares; 2026Q1: 20,938 shares 20,938 $350K 0.01% +455 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: not reported; 2025Q4: 676 shares; 2026Q1: 737 shares 737 $349K 0.01% +61 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 3,096 shares; 2025Q1: 2,721 shares; 2025Q2: 2,862 shares; 2025Q3: 2,943 shares; 2025Q4: 2,944 shares; 2026Q1: 2,945 shares 2,945 $349K 0.01% +1 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,058 shares; 2025Q1: 10,503 shares; 2025Q2: 10,064 shares; 2025Q3: 9,060 shares; 2025Q4: 12,025 shares; 2026Q1: 6,960 shares 6,960 $347K 0.01% -5,065 Timeline HYLS 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,727 shares; 2025Q1: 8,728 shares; 2025Q2: 8,729 shares; 2025Q3: 8,729 shares; 2025Q4: 8,172 shares; 2026Q1: 8,422 shares 8,422 $342K <0.01% +250 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 994 shares; 2025Q1: 1,149 shares; 2025Q2: 1,083 shares; 2025Q3: 1,202 shares; 2025Q4: 1,479 shares; 2026Q1: 1,625 shares 1,625 $341K <0.01% +146 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,639 shares 3,639 $341K <0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,858 shares; 2025Q4: 3,926 shares; 2026Q1: 3,927 shares 3,927 $340K <0.01% +1 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 6,246 shares; 2025Q1: 6,247 shares; 2025Q2: 6,528 shares; 2025Q3: 6,529 shares; 2025Q4: 6,857 shares; 2026Q1: 6,975 shares 6,975 $340K <0.01% +118 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 2,765 shares; 2025Q1: 2,404 shares; 2025Q2: 2,314 shares; 2025Q3: 2,320 shares; 2025Q4: 2,332 shares; 2026Q1: 2,343 shares 2,343 $339K <0.01% +11 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 742 shares; 2025Q1: 822 shares; 2025Q2: 776 shares; 2025Q3: 927 shares; 2025Q4: 1,194 shares; 2026Q1: 1,154 shares 1,154 $338K <0.01% -40 Timeline PSLV 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; 2024Q2: restricted; 2024Q3: 21,994 shares; 2024Q4: 21,994 shares; 2025Q1: 22,094 shares; 2025Q2: 24,359 shares; 2025Q3: 30,255 shares; 2025Q4: 31,245 shares; 2026Q1: 13,841 shares 13,841 $338K <0.01% -17,404 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 10,431 shares; 2025Q1: 11,452 shares; 2025Q2: 11,408 shares; 2025Q3: 13,608 shares; 2025Q4: 13,608 shares; 2026Q1: 13,608 shares 13,608 $337K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,506 shares; 2025Q1: 1,772 shares; 2025Q2: 1,950 shares; 2025Q3: 1,850 shares; 2025Q4: 1,806 shares; 2026Q1: 2,138 shares 2,138 $336K <0.01% +332 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 3,532 shares; 2025Q1: 3,532 shares; 2025Q2: 3,532 shares; 2025Q3: 3,632 shares; 2025Q4: 3,532 shares; 2026Q1: 3,582 shares 3,582 $334K <0.01% +50 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,605 shares; 2024Q4: 39,658 shares; 2025Q1: 39,658 shares; 2025Q2: 38,733 shares; 2025Q3: 37,123 shares; 2025Q4: 35,003 shares; 2026Q1: 34,103 shares 34,103 $333K <0.01% -900 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: 2,249 shares; 2025Q4: 2,398 shares; 2026Q1: 2,635 shares 2,635 $333K <0.01% +237 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,812 shares; 2025Q1: 3,774 shares; 2025Q2: 2,724 shares; 2025Q3: 2,750 shares; 2025Q4: 2,825 shares; 2026Q1: 2,801 shares 2,801 $332K <0.01% -24 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,301 shares; 2025Q3: 2,367 shares; 2025Q4: 2,460 shares; 2026Q1: 2,512 shares 2,512 $329K <0.01% +52 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,311 shares 1,311 $329K <0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,498 shares; 2025Q1: 11,268 shares; 2025Q2: 6,821 shares; 2025Q3: 5,657 shares; 2025Q4: 5,562 shares; 2026Q1: 5,762 shares 5,762 $326K <0.01% +200 Timeline BSCV 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,622 shares; 2025Q1: 17,483 shares; 2025Q2: 17,511 shares; 2025Q3: 18,228 shares; 2025Q4: 19,210 shares; 2026Q1: 19,717 shares 19,717 $325K <0.01% +507 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,496 shares; 2024Q4: 48,150 shares; 2025Q1: 42,221 shares; 2025Q2: 42,285 shares; 2025Q3: 42,348 shares; 2025Q4: 39,406 shares; 2026Q1: 40,071 shares 40,071 $322K <0.01% +665 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 89 shares; 2025Q1: 135 shares; 2025Q2: 133 shares; 2025Q3: 96 shares; 2025Q4: 97 shares; 2026Q1: 95 shares 95 $321K <0.01% -2 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,424 shares; 2025Q3: 1,426 shares; 2025Q4: 1,774 shares; 2026Q1: 1,730 shares 1,730 $319K <0.01% -44 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,193 shares; 2025Q1: 8,193 shares; 2025Q2: 10,023 shares; 2025Q3: 10,038 shares; 2025Q4: 10,431 shares; 2026Q1: 10,452 shares 10,452 $319K <0.01% +21 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,290 shares; 2024Q4: 55,471 shares; 2025Q1: 48,648 shares; 2025Q2: 43,953 shares; 2025Q3: 40,569 shares; 2025Q4: 34,484 shares; 2026Q1: 33,095 shares 33,095 $317K <0.01% -1,389 Timeline FMN FEDERATED HERMES PREM MUNI I More: the full row for FEDERATED HERMES PREM MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,213 shares; 2024Q4: 28,963 shares; 2025Q1: 28,963 shares; 2025Q2: 28,963 shares; 2025Q3: 28,963 shares; 2025Q4: 28,963 shares; 2026Q1: 28,963 shares 28,963 $317K <0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,506 shares; 2024Q4: 35,756 shares; 2025Q1: 33,256 shares; 2025Q2: 32,656 shares; 2025Q3: 31,156 shares; 2025Q4: 30,489 shares; 2026Q1: 30,489 shares 30,489 $316K <0.01% 0 Timeline BKLN 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,215 shares; 2025Q3: 15,996 shares; 2025Q4: 15,871 shares; 2026Q1: 15,421 shares 15,421 $315K <0.01% -450 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,516 shares 29,516 $313K <0.01% new Timeline GSY 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,507 shares; 2025Q4: 6,388 shares; 2026Q1: 6,248 shares 6,248 $313K <0.01% -140 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,052 shares; 2024Q4: 5,821 shares; 2025Q1: 6,427 shares; 2025Q2: 6,428 shares; 2025Q3: 5,885 shares; 2025Q4: 5,896 shares; 2026Q1: 5,836 shares 5,836 $312K <0.01% -60 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 3,409 shares; 2025Q4: 3,418 shares; 2026Q1: 3,416 shares 3,416 $310K <0.01% -2 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; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4,321 shares; 2025Q1: 4,209 shares; 2025Q2: 4,016 shares; 2025Q3: 3,998 shares; 2025Q4: 3,965 shares; 2026Q1: 3,973 shares 3,973 $308K <0.01% +8 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,443 shares; 2026Q1: 2,214 shares 2,214 $306K <0.01% +771 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 5,264 shares; 2025Q1: 4,623 shares; 2025Q2: 4,624 shares; 2025Q3: 9,311 shares; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares 3,870 $306K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 5,000 shares; 2025Q1: 5,564 shares; 2025Q2: 5,564 shares; 2025Q3: 6,835 shares; 2025Q4: 6,000 shares; 2026Q1: 6,029 shares 6,029 $302K <0.01% +29 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,438 shares; 2025Q3: 1,470 shares; 2025Q4: 1,604 shares; 2026Q1: 1,531 shares 1,531 $301K <0.01% -73 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 11,082 shares; 2025Q1: 9,960 shares; 2025Q2: 8,241 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,235 shares 7,235 $301K <0.01% new Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,162 shares; 2026Q1: 14,766 shares 14,766 $301K <0.01% +2,604 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304 shares 304 $298K <0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 6,036 shares; 2025Q1: 6,035 shares; 2025Q2: 6,041 shares; 2025Q3: 4,441 shares; 2025Q4: 4,141 shares; 2026Q1: 4,141 shares 4,141 $297K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,287 shares; 2024Q4: 6,223 shares; 2025Q1: 3,188 shares; 2025Q2: 3,568 shares; 2025Q3: 3,461 shares; 2025Q4: 3,429 shares; 2026Q1: 3,511 shares 3,511 $296K <0.01% +82 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,669 shares; 2025Q4: not reported; 2026Q1: 7,733 shares 7,733 $296K <0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,237 shares; 2025Q4: 1,164 shares; 2026Q1: 1,164 shares 1,164 $296K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 3,960 shares; 2025Q1: not reported; 2025Q2: 4,450 shares; 2025Q3: 4,451 shares; 2025Q4: 4,683 shares; 2026Q1: 4,571 shares 4,571 $295K <0.01% -112 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,588 shares; 2024Q4: 33,508 shares; 2025Q1: 31,119 shares; 2025Q2: 29,109 shares; 2025Q3: 27,139 shares; 2025Q4: 27,566 shares; 2026Q1: 25,253 shares 25,253 $294K <0.01% -2,313 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,225 shares; 2025Q4: 2,251 shares; 2026Q1: 2,318 shares 2,318 $293K <0.01% +67 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,256 shares; 2024Q4: 18,845 shares; 2025Q1: 18,137 shares; 2025Q2: 16,583 shares; 2025Q3: 15,728 shares; 2025Q4: 15,965 shares; 2026Q1: 15,188 shares 15,188 $292K <0.01% -777 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,100 shares; 2024Q4: 36,100 shares; 2025Q1: 36,100 shares; 2025Q2: 34,815 shares; 2025Q3: 35,454 shares; 2025Q4: 33,834 shares; 2026Q1: 32,294 shares 32,294 $290K <0.01% -1,540 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,648 shares 5,648 $289K <0.01% new Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,253 shares; 2025Q1: 12,272 shares; 2025Q2: 12,394 shares; 2025Q3: 13,069 shares; 2025Q4: 13,746 shares; 2026Q1: 13,875 shares 13,875 $286K <0.01% +129 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,074 shares; 2025Q3: 3,088 shares; 2025Q4: 3,274 shares; 2026Q1: 4,007 shares 4,007 $285K <0.01% +733 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 945 shares; 2025Q1: 904 shares; 2025Q2: 894 shares; 2025Q3: 904 shares; 2025Q4: 916 shares; 2026Q1: 905 shares 905 $284K <0.01% -11 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 4,084 shares; 2025Q1: not reported; 2025Q2: 3,559 shares; 2025Q3: 3,359 shares; 2025Q4: 3,369 shares; 2026Q1: 3,607 shares 3,607 $284K <0.01% +238 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,034 shares 1,034 $280K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,109 shares; 2025Q3: 3,533 shares; 2025Q4: 3,551 shares; 2026Q1: 3,389 shares 3,389 $279K <0.01% -162 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,285 shares 1,285 $278K <0.01% new Timeline PGX 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; 2024Q2: restricted; 2024Q3: 17,797 shares; 2024Q4: 17,757 shares; 2025Q1: 17,737 shares; 2025Q2: 31,121 shares; 2025Q3: 29,938 shares; 2025Q4: 25,541 shares; 2026Q1: 25,536 shares 25,536 $278K <0.01% -5 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 6,255 shares; 2025Q1: 7,792 shares; 2025Q2: 7,207 shares; 2025Q3: 6,973 shares; 2025Q4: 7,372 shares; 2026Q1: 7,235 shares 7,235 $276K <0.01% -137 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,984 shares; 2025Q4: 11,183 shares; 2026Q1: 10,250 shares 10,250 $276K <0.01% -933 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; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,052 shares; 2025Q1: 1,891 shares; 2025Q2: 1,791 shares; 2025Q3: 1,777 shares; 2025Q4: 1,838 shares; 2026Q1: 1,588 shares 1,588 $274K <0.01% -250 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; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: not reported; 2025Q1: 3,477 shares; 2025Q2: 3,560 shares; 2025Q3: 3,828 shares; 2025Q4: 3,837 shares; 2026Q1: 4,022 shares 4,022 $273K <0.01% +185 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 2,046 shares; 2026Q1: 2,344 shares 2,344 $271K <0.01% +298 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,114 shares; 2026Q1: 5,114 shares 5,114 $270K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 991 shares; 2025Q4: 829 shares; 2026Q1: 911 shares 911 $269K <0.01% +82 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,265 shares; 2024Q4: 38,157 shares; 2025Q1: 29,910 shares; 2025Q2: 28,672 shares; 2025Q3: 25,369 shares; 2025Q4: 24,251 shares; 2026Q1: 24,270 shares 24,270 $267K <0.01% +19 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,120 shares; 2024Q4: 17,700 shares; 2025Q1: 17,700 shares; 2025Q2: 29,806 shares; 2025Q3: 34,666 shares; 2025Q4: 44,757 shares; 2026Q1: 52,467 shares 52,467 $266K <0.01% +7,710 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,659 shares 3,659 $266K <0.01% new Timeline VRTS VIRTUS INVT PARTNERS INC More: the full row for VIRTUS INVT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,855 shares; 2025Q1: 1,919 shares; 2025Q2: 1,925 shares; 2025Q3: not reported; 2025Q4: 1,854 shares; 2026Q1: 1,970 shares 1,970 $265K <0.01% +116 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,145 shares; 2025Q1: 1,174 shares; 2025Q2: 1,594 shares; 2025Q3: 1,455 shares; 2025Q4: 1,353 shares; 2026Q1: 1,515 shares 1,515 $264K <0.01% +162 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,241 shares; 2026Q1: 10,262 shares 10,262 $263K <0.01% -1,979 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,665 shares; 2025Q3: 1,709 shares; 2025Q4: 1,839 shares; 2026Q1: 1,802 shares 1,802 $263K <0.01% -37 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 8,820 shares; 2025Q1: 9,410 shares; 2025Q2: 8,943 shares; 2025Q3: 9,009 shares; 2025Q4: 8,679 shares; 2026Q1: 9,883 shares 9,883 $263K <0.01% +1,204 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,037 shares; 2026Q1: 1,050 shares 1,050 $257K <0.01% +13 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,620 shares; 2025Q2: 9,626 shares; 2025Q3: 10,282 shares; 2025Q4: 11,962 shares; 2026Q1: 12,089 shares 12,089 $256K <0.01% +127 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: not reported; 2025Q1: 2,209 shares; 2025Q2: 2,189 shares; 2025Q3: 2,819 shares; 2025Q4: 3,031 shares; 2026Q1: 2,754 shares 2,754 $255K <0.01% -277 Timeline RWL 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,212 shares; 2025Q4: 2,216 shares; 2026Q1: 2,221 shares 2,221 $255K <0.01% +5 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,382 shares; 2026Q1: 6,236 shares 6,236 $254K <0.01% +854 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,557 shares; 2026Q1: 2,557 shares 2,557 $253K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,281 shares 1,281 $250K <0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,012 shares; 2025Q4: not reported; 2026Q1: 2,326 shares 2,326 $250K <0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,271 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,295 shares; 2025Q4: 1,315 shares; 2026Q1: 1,305 shares 1,305 $247K <0.01% -10 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,800 shares 5,800 $247K <0.01% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,300 shares; 2024Q4: 27,000 shares; 2025Q1: 27,850 shares; 2025Q2: not reported; 2025Q3: 8,950 shares; 2025Q4: 8,057 shares; 2026Q1: 8,057 shares 8,057 $246K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares; 2026Q1: 1,147 shares 1,147 $246K <0.01% +8 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,113 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,631 shares 2,631 $246K <0.01% +1 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,125 shares; 2026Q1: 4,445 shares 4,445 $245K <0.01% +320 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares; 2025Q4: 267 shares; 2026Q1: 335 shares 335 $244K <0.01% +68 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,702 shares 3,702 $244K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,180 shares 1,180 $243K <0.01% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,439 shares; 2024Q4: 5,015 shares; 2025Q1: 6,067 shares; 2025Q2: 6,073 shares; 2025Q3: 5,514 shares; 2025Q4: 4,241 shares; 2026Q1: 1,402 shares 1,402 $240K <0.01% -2,839 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,101 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,305 shares 15,305 $240K <0.01% new Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,126 shares; 2024Q4: 67,126 shares; 2025Q1: 66,126 shares; 2025Q2: 66,126 shares; 2025Q3: 66,126 shares; 2025Q4: 64,517 shares; 2026Q1: 64,517 shares 64,517 $239K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171 shares; 2026Q1: 125 shares 125 $239K <0.01% -46 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,834 shares; 2025Q1: 2,834 shares; 2025Q2: 2,835 shares; 2025Q3: 2,831 shares; 2025Q4: 2,881 shares; 2026Q1: 2,882 shares 2,882 $239K <0.01% +1 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,770 shares 4,770 $238K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,639 shares; 2026Q1: 1,316 shares 1,316 $236K <0.01% -323 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,242 shares; 2026Q1: 2,493 shares 2,493 $236K <0.01% +251 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,011 shares; 2024Q4: 31,796 shares; 2025Q1: 31,246 shares; 2025Q2: 30,522 shares; 2025Q3: 28,349 shares; 2025Q4: 25,554 shares; 2026Q1: 24,492 shares 24,492 $236K <0.01% -1,062 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,650 shares; 2026Q1: 4,701 shares 4,701 $235K <0.01% +51 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,586 shares; 2025Q4: 15,044 shares; 2026Q1: 14,623 shares 14,623 $232K <0.01% -421 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,905 shares; 2026Q1: 3,104 shares 3,104 $231K <0.01% +199 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 148 shares; 2025Q3: 175 shares; 2025Q4: 191 shares; 2026Q1: 132 shares 132 $229K <0.01% -59 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,522 shares; 2024Q4: 21,748 shares; 2025Q1: 21,460 shares; 2025Q2: 20,710 shares; 2025Q3: 20,011 shares; 2025Q4: 18,592 shares; 2026Q1: 18,592 shares 18,592 $229K <0.01% 0 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,780 shares; 2025Q1: not reported; 2025Q2: 1,771 shares; 2025Q3: 1,773 shares; 2025Q4: 1,776 shares; 2026Q1: 1,479 shares 1,479 $227K <0.01% -297 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; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 3,941 shares; 2025Q1: 4,176 shares; 2025Q2: 4,273 shares; 2025Q3: not reported; 2025Q4: 6,526 shares; 2026Q1: 6,356 shares 6,356 $227K <0.01% -170 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,974 shares; 2025Q3: not reported; 2025Q4: 6,966 shares; 2026Q1: 6,966 shares 6,966 $226K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 7,756 shares; 2024Q4: 7,205 shares; 2025Q1: 7,080 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,485 shares 4,485 $226K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 8,795 shares; 2025Q1: 8,693 shares; 2025Q2: 6,862 shares; 2025Q3: 6,217 shares; 2025Q4: 6,445 shares; 2026Q1: 6,999 shares 6,999 $224K <0.01% +554 Timeline CXH MFS INVT GRADE MUN TR More: the full row for MFS INVT GRADE MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,362 shares; 2024Q4: 32,862 shares; 2025Q1: 32,862 shares; 2025Q2: 29,712 shares; 2025Q3: 27,962 shares; 2025Q4: 27,962 shares; 2026Q1: 27,962 shares 27,962 $223K <0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,600 shares; 2024Q4: 43,300 shares; 2025Q1: 43,400 shares; 2025Q2: 43,400 shares; 2025Q3: 43,400 shares; 2025Q4: 43,400 shares; 2026Q1: 43,000 shares 43,000 $223K <0.01% -400 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898 shares 898 $223K <0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,078 shares 2,078 $222K <0.01% new 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; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 808 shares; 2026Q1: 830 shares 830 $221K <0.01% +22 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,676 shares; 2025Q4: not reported; 2026Q1: 2,695 shares 2,695 $221K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 4,435 shares; 2025Q1: 5,808 shares; 2025Q2: 5,960 shares; 2025Q3: 4,907 shares; 2025Q4: 4,745 shares; 2026Q1: 6,002 shares 6,002 $221K <0.01% +1,257 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,497 shares; 2025Q4: 1,406 shares; 2026Q1: 1,410 shares 1,410 $219K <0.01% +4 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,937 shares; 2025Q1: 2,030 shares; 2025Q2: 1,503 shares; 2025Q3: 1,663 shares; 2025Q4: 1,508 shares; 2026Q1: 1,390 shares 1,390 $219K <0.01% -118 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,553 shares 4,553 $218K <0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,388 shares; 2026Q1: 5,388 shares 5,388 $218K <0.01% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,948 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,366 shares 1,366 $217K <0.01% new 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; 2024Q2: restricted; 2024Q3: 19,815 shares; 2024Q4: 19,821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,810 shares 4,810 $216K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 980 shares; 2026Q1: 1,027 shares 1,027 $215K <0.01% +47 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 3,337 shares; 2026Q1: 3,094 shares 3,094 $214K <0.01% -243 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,906 shares; 2025Q1: 5,109 shares; 2025Q2: 5,073 shares; 2025Q3: 4,963 shares; 2025Q4: 3,950 shares; 2026Q1: 3,830 shares 3,830 $214K <0.01% -120 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,700 shares; 2025Q1: 18,700 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 19,200 shares; 2026Q1: 19,700 shares 19,700 $213K <0.01% +500 Timeline RSPT 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,925 shares; 2025Q3: not reported; 2025Q4: 4,984 shares; 2026Q1: 4,708 shares 4,708 $213K <0.01% -276 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; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,123 shares; 2025Q1: 2,087 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,267 shares 2,267 $212K <0.01% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,880 shares; 2025Q4: 5,880 shares; 2026Q1: 5,880 shares 5,880 $211K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,872 shares; 2025Q4: 2,873 shares; 2026Q1: 2,882 shares 2,882 $211K <0.01% +9 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,393 shares 2,393 $210K <0.01% new Timeline EIG EMPLOYERS HLDGS INC More: the full row for EMPLOYERS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,070 shares; 2024Q4: 8,020 shares; 2025Q1: 7,957 shares; 2025Q2: 7,165 shares; 2025Q3: 6,465 shares; 2025Q4: 5,707 shares; 2026Q1: 5,092 shares 5,092 $209K <0.01% -615 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,054 shares; 2024Q4: 23,936 shares; 2025Q1: 18,611 shares; 2025Q2: 20,562 shares; 2025Q3: 19,042 shares; 2025Q4: 17,191 shares; 2026Q1: 16,436 shares 16,436 $207K <0.01% -755 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3,907 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,093 shares; 2025Q4: 3,762 shares; 2026Q1: 3,794 shares 3,794 $207K <0.01% +32 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 828 shares; 2025Q4: not reported; 2026Q1: 951 shares 951 $206K <0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $205K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,752 shares; 2025Q1: 1,754 shares; 2025Q2: 1,596 shares; 2025Q3: 1,655 shares; 2025Q4: 1,654 shares; 2026Q1: 1,611 shares 1,611 $205K <0.01% -43 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 820 shares 820 $205K <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 345 shares 345 $203K <0.01% +20 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,769 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,197 shares 4,197 $203K <0.01% new 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; 2024Q2: restricted; 2024Q3: 10,924 shares; 2024Q4: 10,710 shares; 2025Q1: 10,282 shares; 2025Q2: 10,282 shares; 2025Q3: 10,282 shares; 2025Q4: not reported; 2026Q1: 8,998 shares 8,998 $202K <0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,122 shares; 2025Q1: 1,123 shares; 2025Q2: 1,124 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,128 shares 1,128 $202K <0.01% +3 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; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,555 shares 2,555 $201K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 7,414 shares; 2025Q1: 5,511 shares; 2025Q2: 4,484 shares; 2025Q3: 3,986 shares; 2025Q4: 3,473 shares; 2026Q1: 3,074 shares 3,074 $201K <0.01% -399 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,419 shares 1,419 $200K <0.01% new Timeline RFM RIVERNORTH FLEXIBLE MUN INCO More: the full row for RIVERNORTH FLEXIBLE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 14,750 shares; 2025Q1: 14,750 shares; 2025Q2: 15,750 shares; 2025Q3: 15,250 shares; 2025Q4: 15,250 shares; 2026Q1: 14,250 shares 14,250 $200K <0.01% -1,000 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 11,879 shares; 2025Q1: 11,879 shares; 2025Q2: 11,879 shares; 2025Q3: 11,780 shares; 2025Q4: 11,371 shares; 2026Q1: 11,078 shares 11,078 $190K <0.01% -293 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,468 shares; 2024Q4: 41,968 shares; 2025Q1: 35,218 shares; 2025Q2: 32,218 shares; 2025Q3: 32,218 shares; 2025Q4: 30,718 shares; 2026Q1: 30,718 shares 30,718 $185K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,838 shares; 2025Q4: 24,838 shares; 2026Q1: 23,498 shares 23,498 $178K <0.01% -1,340 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,592 shares; 2026Q1: 15,889 shares 15,889 $178K <0.01% +3,297 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 15,198 shares; 2025Q1: 15,198 shares; 2025Q2: 15,198 shares; 2025Q3: 13,198 shares; 2025Q4: 13,198 shares; 2026Q1: 13,198 shares 13,198 $171K <0.01% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,344 shares; 2024Q4: 88,657 shares; 2025Q1: 84,006 shares; 2025Q2: 81,973 shares; 2025Q3: 78,709 shares; 2025Q4: 71,500 shares; 2026Q1: 52,596 shares 52,596 $169K <0.01% -18,904 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,737 shares 21,737 $167K <0.01% new Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,381 shares; 2026Q1: 19,802 shares 19,802 $165K <0.01% +5,421 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,323 shares; 2025Q4: 12,536 shares; 2026Q1: 12,727 shares 12,727 $162K <0.01% +191 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,608 shares 10,608 $158K <0.01% new Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,283 shares; 2024Q4: 19,283 shares; 2025Q1: 18,738 shares; 2025Q2: 16,238 shares; 2025Q3: 18,738 shares; 2025Q4: 14,176 shares; 2026Q1: 14,175 shares 14,175 $147K <0.01% -1 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,305 shares; 2025Q1: 12,555 shares; 2025Q2: 13,055 shares; 2025Q3: 14,555 shares; 2025Q4: 13,795 shares; 2026Q1: 13,795 shares 13,795 $136K <0.01% 0 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,912 shares; 2024Q4: 22,912 shares; 2025Q1: 22,840 shares; 2025Q2: 22,840 shares; 2025Q3: 22,250 shares; 2025Q4: 21,420 shares; 2026Q1: 20,795 shares 20,795 $135K <0.01% -625 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,235 shares; 2024Q4: 16,235 shares; 2025Q1: 17,141 shares; 2025Q2: 14,141 shares; 2025Q3: 14,141 shares; 2025Q4: 11,425 shares; 2026Q1: 10,925 shares 10,925 $132K <0.01% -500 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,913 shares; 2024Q4: 16,913 shares; 2025Q1: 16,913 shares; 2025Q2: 16,913 shares; 2025Q3: 14,785 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $128K <0.01% 0 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,767 shares; 2024Q4: 47,927 shares; 2025Q1: 44,043 shares; 2025Q2: 41,514 shares; 2025Q3: 41,186 shares; 2025Q4: 32,054 shares; 2026Q1: 32,054 shares 32,054 $114K <0.01% 0 Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,797 shares; 2024Q4: 47,797 shares; 2025Q1: 47,797 shares; 2025Q2: 47,797 shares; 2025Q3: 47,798 shares; 2025Q4: 47,798 shares; 2026Q1: 41,598 shares 41,598 $106K <0.01% -6,200 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,896 shares; 2025Q4: 19,592 shares; 2026Q1: 18,892 shares 18,892 $97.9K <0.01% -700 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,510 shares; 2024Q4: 16,510 shares; 2025Q1: 15,360 shares; 2025Q2: 14,730 shares; 2025Q3: 13,536 shares; 2025Q4: 15,064 shares; 2026Q1: 16,680 shares 16,680 $97.2K <0.01% +1,616 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,877 shares; 2026Q1: 13,821 shares 13,821 $96.1K <0.01% -56 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,467 shares; 2024Q4: 11,952 shares; 2025Q1: 12,142 shares; 2025Q2: 12,292 shares; 2025Q3: 12,148 shares; 2025Q4: 12,907 shares; 2026Q1: 12,596 shares 12,596 $87.5K <0.01% -311 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,344 shares; 2024Q4: 25,680 shares; 2025Q1: 23,040 shares; 2025Q2: 20,121 shares; 2025Q3: 17,655 shares; 2025Q4: 12,732 shares; 2026Q1: 12,519 shares 12,519 $81.1K <0.01% -213 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,332 shares; 2025Q1: 11,332 shares; 2025Q2: 11,332 shares; 2025Q3: 11,332 shares; 2025Q4: 11,332 shares; 2026Q1: 12,617 shares 12,617 $79.7K <0.01% +1,285 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,613 shares; 2024Q4: 16,613 shares; 2025Q1: 15,613 shares; 2025Q2: 15,613 shares; 2025Q3: 15,613 shares; 2025Q4: 15,613 shares; 2026Q1: 13,613 shares 13,613 $79.4K <0.01% -2,000 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,293 shares; 2024Q4: 29,353 shares; 2025Q1: 23,311 shares; 2025Q2: 18,584 shares; 2025Q3: 16,693 shares; 2025Q4: 15,511 shares; 2026Q1: 13,223 shares 13,223 $61.8K <0.01% -2,288 Timeline TONX TON STRATEGY CO More: the full row for TON STRATEGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,030 shares; 2025Q4: 21,030 shares; 2026Q1: 21,030 shares 21,030 $51.9K <0.01% 0 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $44.7K <0.01% 0 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $15.2K <0.01% 0 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500 $6.49K <0.01% new Timeline