DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 36,396 shares; 2023Q1: 36,018 shares; 2023Q2: 36,256 shares; 2023Q3: 36,384 shares; 2023Q4: 36,747 shares 36,747 $1.83M 0.01% +363 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; 2022Q1: restricted; 2022Q2: 6,213 shares; 2022Q3: not reported; 2022Q4: 17,034 shares; 2023Q1: 26,883 shares; 2023Q2: 30,344 shares; 2023Q3: 34,993 shares; 2023Q4: 37,559 shares 37,559 $1.83M 0.01% +2,566 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,600 shares; 2023Q1: 5,623 shares; 2023Q2: 3,156 shares; 2023Q3: 12,529 shares; 2023Q4: 12,687 shares 12,687 $1.83M 0.01% +158 BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,426 shares; 2022Q3: 17,724 shares; 2022Q4: 28,364 shares; 2023Q1: 30,661 shares; 2023Q2: 27,717 shares; 2023Q3: 30,035 shares; 2023Q4: 31,761 shares 31,761 $1.83M 0.01% +1,726 Timeline BUFT 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; 2022Q1: restricted; 2022Q2: 66,995 shares; 2022Q3: 81,177 shares; 2022Q4: 107,581 shares; 2023Q1: 109,791 shares; 2023Q2: 79,894 shares; 2023Q3: 82,973 shares; 2023Q4: 87,699 shares 87,699 $1.83M 0.01% +4,726 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; 2022Q1: restricted; 2022Q2: 5,593 shares; 2022Q3: 5,563 shares; 2022Q4: 16,900 shares; 2023Q1: 18,129 shares; 2023Q2: 18,754 shares; 2023Q3: 24,155 shares; 2023Q4: 26,949 shares 26,949 $1.83M 0.01% +2,794 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; 2022Q1: restricted; 2022Q2: 17,817 shares; 2022Q3: 23,229 shares; 2022Q4: 88,646 shares; 2023Q1: 93,267 shares; 2023Q2: 88,432 shares; 2023Q3: 90,831 shares; 2023Q4: 54,401 shares 54,401 $1.83M 0.01% -36,430 Timeline GSWO 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 48,218 shares; 2023Q2: 43,048 shares; 2023Q3: 41,879 shares; 2023Q4: 41,781 shares 41,781 $1.82M 0.01% -98 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; 2022Q1: restricted; 2022Q2: 93,234 shares; 2022Q3: 128,446 shares; 2022Q4: 154,823 shares; 2023Q1: 125,056 shares; 2023Q2: 122,874 shares; 2023Q3: 139,063 shares; 2023Q4: 189,741 shares 189,741 $1.82M 0.01% +50,678 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; 2022Q1: restricted; 2022Q2: 8,449 shares; 2022Q3: 19,095 shares; 2022Q4: 22,175 shares; 2023Q1: 41,521 shares; 2023Q2: 29,705 shares; 2023Q3: 28,007 shares; 2023Q4: 35,251 shares 35,251 $1.82M 0.01% +7,244 Timeline DSEP 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 29,147 shares; 2022Q4: 26,823 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21,017 shares; 2023Q4: 49,967 shares 49,967 $1.82M 0.01% +28,950 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25,927 shares; 2022Q3: 17,471 shares; 2022Q4: 79,979 shares; 2023Q1: 80,351 shares; 2023Q2: 142,187 shares; 2023Q3: 98,896 shares; 2023Q4: 125,885 shares 125,885 $1.81M 0.01% +26,989 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,288 shares; 2022Q3: 16,162 shares; 2022Q4: 15,614 shares; 2023Q1: 15,607 shares; 2023Q2: 16,311 shares; 2023Q3: 15,499 shares; 2023Q4: 14,530 shares 14,530 $1.81M 0.01% -969 Timeline BAB 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; 2022Q1: restricted; 2022Q2: 46,408 shares; 2022Q3: 57,847 shares; 2022Q4: 56,081 shares; 2023Q1: 51,550 shares; 2023Q2: 53,558 shares; 2023Q3: 54,565 shares; 2023Q4: 67,114 shares 67,114 $1.81M 0.01% +12,549 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 23,845 shares; 2022Q3: 26,914 shares; 2022Q4: 20,859 shares; 2023Q1: 24,085 shares; 2023Q2: 25,905 shares; 2023Q3: 30,373 shares; 2023Q4: 33,188 shares 33,188 $1.81M 0.01% +2,815 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,255 shares; 2022Q3: 10,988 shares; 2022Q4: 14,442 shares; 2023Q1: 16,037 shares; 2023Q2: 17,309 shares; 2023Q3: 15,862 shares; 2023Q4: 15,779 shares 15,779 $1.8M 0.01% -83 Timeline ROBT 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 25,301 shares; 2023Q3: 50,655 shares; 2023Q4: 39,560 shares 39,560 $1.8M 0.01% -11,095 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,632 shares; 2022Q3: 9,886 shares; 2022Q4: 22,841 shares; 2023Q1: 21,865 shares; 2023Q2: 20,963 shares; 2023Q3: 21,802 shares; 2023Q4: 24,198 shares 24,198 $1.8M 0.01% +2,396 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 91,575 shares; 2023Q3: 74,094 shares; 2023Q4: 74,996 shares 74,996 $1.79M 0.01% +902 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 89,762 shares; 2022Q3: 97,293 shares; 2022Q4: 118,072 shares; 2023Q1: 120,426 shares; 2023Q2: 129,115 shares; 2023Q3: 115,980 shares; 2023Q4: 130,350 shares 130,350 $1.79M 0.01% +14,370 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 23,607 shares; 2022Q3: 28,152 shares; 2022Q4: 31,631 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,266 shares; 2023Q4: 59,088 shares 59,088 $1.79M 0.01% +45,822 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 27,881 shares; 2022Q3: 48,089 shares; 2022Q4: 66,021 shares; 2023Q1: 80,836 shares; 2023Q2: 88,703 shares; 2023Q3: 105,279 shares; 2023Q4: 117,944 shares 117,944 $1.79M 0.01% +12,665 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 16,901 shares; 2022Q3: 17,067 shares; 2022Q4: 33,785 shares; 2023Q1: 42,900 shares; 2023Q2: 39,940 shares; 2023Q3: 48,871 shares; 2023Q4: 55,619 shares 55,619 $1.78M 0.01% +6,748 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 26,345 shares; 2022Q3: 16,464 shares; 2022Q4: 22,537 shares; 2023Q1: 36,350 shares; 2023Q2: 45,388 shares; 2023Q3: 49,256 shares; 2023Q4: 115,134 shares 115,134 $1.78M 0.01% +65,878 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,016 shares; 2022Q3: 2,071 shares; 2022Q4: 4,458 shares; 2023Q1: 4,251 shares; 2023Q2: 5,192 shares; 2023Q3: 5,263 shares; 2023Q4: 6,719 shares 6,719 $1.77M 0.01% +1,456 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 293,619 shares; 2022Q3: 313,197 shares; 2022Q4: 514,874 shares; 2023Q1: 558,087 shares; 2023Q2: 294,615 shares; 2023Q3: 324,054 shares; 2023Q4: 355,271 shares 355,271 $1.77M 0.01% +31,217 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 63,930 shares 63,930 $1.77M 0.01% new Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 43,274 shares; 2022Q3: 44,562 shares; 2022Q4: 46,869 shares; 2023Q1: 49,057 shares; 2023Q2: 51,296 shares; 2023Q3: 51,005 shares; 2023Q4: 50,311 shares 50,311 $1.76M 0.01% -694 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 44,876 shares; 2022Q4: 69,376 shares; 2023Q1: 69,376 shares; 2023Q2: 69,376 shares; 2023Q3: 97,311 shares; 2023Q4: 155,231 shares 155,231 $1.76M 0.01% +57,920 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,791 shares; 2022Q3: 16,101 shares; 2022Q4: 26,356 shares; 2023Q1: 26,809 shares; 2023Q2: 27,794 shares; 2023Q3: 28,403 shares; 2023Q4: 27,596 shares 27,596 $1.76M 0.01% -807 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 34,964 shares; 2022Q3: 35,695 shares; 2022Q4: 39,821 shares; 2023Q1: 40,975 shares; 2023Q2: 45,531 shares; 2023Q3: 45,586 shares; 2023Q4: 46,008 shares 46,008 $1.76M 0.01% +422 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,348 shares; 2022Q3: 12,297 shares; 2022Q4: 16,463 shares; 2023Q1: 16,543 shares; 2023Q2: 18,921 shares; 2023Q3: 20,890 shares; 2023Q4: 21,591 shares 21,591 $1.76M 0.01% +701 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 193,762 shares; 2022Q3: 192,723 shares; 2022Q4: 143,978 shares; 2023Q1: 142,749 shares; 2023Q2: 146,925 shares; 2023Q3: 147,508 shares; 2023Q4: 148,918 shares 148,918 $1.75M 0.01% +1,410 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 267,310 shares; 2022Q3: 78,018 shares; 2022Q4: 92,534 shares; 2023Q1: 114,094 shares; 2023Q2: 128,803 shares; 2023Q3: 135,788 shares; 2023Q4: 125,923 shares 125,923 $1.75M 0.01% -9,865 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 70,348 shares; 2022Q3: 67,879 shares; 2022Q4: 85,048 shares; 2023Q1: 99,018 shares; 2023Q2: 129,485 shares; 2023Q3: 118,784 shares; 2023Q4: 89,814 shares 89,814 $1.74M 0.01% -28,970 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 12,793 shares; 2023Q1: 17,407 shares; 2023Q2: 71,539 shares; 2023Q3: 56,732 shares; 2023Q4: 56,908 shares 56,908 $1.74M 0.01% +176 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; 2022Q1: restricted; 2022Q2: 144,983 shares; 2022Q3: 164,923 shares; 2022Q4: 167,766 shares; 2023Q1: 162,997 shares; 2023Q2: 148,603 shares; 2023Q3: 140,598 shares; 2023Q4: 141,733 shares 141,733 $1.73M 0.01% +1,135 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 92,118 shares; 2022Q3: 98,624 shares; 2022Q4: 94,429 shares; 2023Q1: 94,527 shares; 2023Q2: 48,605 shares; 2023Q3: 49,523 shares; 2023Q4: 52,725 shares 52,725 $1.73M 0.01% +3,202 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,838 shares; 2023Q2: not reported; 2023Q3: 24,198 shares; 2023Q4: 23,919 shares 23,919 $1.73M 0.01% -279 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 18,658 shares; 2023Q1: 18,769 shares; 2023Q2: 17,728 shares; 2023Q3: 17,033 shares; 2023Q4: 16,984 shares 16,984 $1.72M 0.01% -49 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; 2022Q1: restricted; 2022Q2: 16,766 shares; 2022Q3: 14,963 shares; 2022Q4: 15,817 shares; 2023Q1: 19,278 shares; 2023Q2: 22,281 shares; 2023Q3: 34,362 shares; 2023Q4: 51,090 shares 51,090 $1.72M 0.01% +16,728 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; 2022Q1: restricted; 2022Q2: 14,783 shares; 2022Q3: 14,480 shares; 2022Q4: 32,583 shares; 2023Q1: 35,123 shares; 2023Q2: 35,557 shares; 2023Q3: 34,455 shares; 2023Q4: 20,131 shares 20,131 $1.72M 0.01% -14,324 Timeline GTO 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; 2022Q1: restricted; 2022Q2: 8,314 shares; 2022Q3: 13,163 shares; 2022Q4: 19,038 shares; 2023Q1: 22,089 shares; 2023Q2: 22,084 shares; 2023Q3: 35,628 shares; 2023Q4: 36,320 shares 36,320 $1.72M 0.01% +692 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,572 shares; 2022Q3: 7,202 shares; 2022Q4: 33,098 shares; 2023Q1: 41,959 shares; 2023Q2: 40,360 shares; 2023Q3: 51,564 shares; 2023Q4: 51,239 shares 51,239 $1.71M 0.01% -325 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,075 shares; 2022Q3: 4,072 shares; 2022Q4: 7,185 shares; 2023Q1: 6,584 shares; 2023Q2: 7,081 shares; 2023Q3: 7,761 shares; 2023Q4: 7,497 shares 7,497 $1.71M 0.01% -264 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,739 shares; 2022Q3: 11,477 shares; 2022Q4: 12,482 shares; 2023Q1: 15,492 shares; 2023Q2: 17,262 shares; 2023Q3: 19,926 shares; 2023Q4: 22,481 shares 22,481 $1.71M 0.01% +2,555 Timeline FSEP 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; 2022Q1: restricted; 2022Q2: 13,758 shares; 2022Q3: 13,079 shares; 2022Q4: 17,561 shares; 2023Q1: 18,842 shares; 2023Q2: 18,517 shares; 2023Q3: 37,255 shares; 2023Q4: 42,383 shares 42,383 $1.71M 0.01% +5,128 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,572 shares; 2022Q3: 12,946 shares; 2022Q4: 15,276 shares; 2023Q1: 15,928 shares; 2023Q2: 11,506 shares; 2023Q3: 15,891 shares; 2023Q4: 21,450 shares 21,450 $1.71M 0.01% +5,559 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 13,991 shares; 2023Q1: 14,584 shares; 2023Q2: 14,171 shares; 2023Q3: 15,269 shares; 2023Q4: 15,196 shares 15,196 $1.71M 0.01% -73 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; 2022Q1: restricted; 2022Q2: 2,742 shares; 2022Q3: 2,481 shares; 2022Q4: 3,547 shares; 2023Q1: 3,044 shares; 2023Q2: 4,044 shares; 2023Q3: 48,864 shares; 2023Q4: 51,805 shares 51,805 $1.69M 0.01% +2,941 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; 2022Q1: restricted; 2022Q2: 3,993 shares; 2022Q3: 4,062 shares; 2022Q4: 5,099 shares; 2023Q1: 4,923 shares; 2023Q2: 6,392 shares; 2023Q3: 5,069 shares; 2023Q4: 6,486 shares 6,486 $1.68M 0.01% +1,417 Timeline JMOM 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; 2022Q1: restricted; 2022Q2: 5,853 shares; 2022Q3: 18,027 shares; 2022Q4: 31,417 shares; 2023Q1: 36,653 shares; 2023Q2: 37,398 shares; 2023Q3: 37,542 shares; 2023Q4: 36,798 shares 36,798 $1.68M 0.01% -744 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,198 shares; 2022Q3: 9,198 shares; 2022Q4: 9,384 shares; 2023Q1: 9,384 shares; 2023Q2: 9,579 shares; 2023Q3: 9,645 shares; 2023Q4: 10,566 shares 10,566 $1.68M 0.01% +921 Timeline DWAS 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; 2022Q1: restricted; 2022Q2: 7,596 shares; 2022Q3: 8,110 shares; 2022Q4: 21,854 shares; 2023Q1: 22,705 shares; 2023Q2: 21,911 shares; 2023Q3: 21,365 shares; 2023Q4: 20,009 shares 20,009 $1.68M 0.01% -1,356 Timeline DMAY 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; 2022Q1: restricted; 2022Q2: 63,972 shares; 2022Q3: 65,407 shares; 2022Q4: 57,668 shares; 2023Q1: 32,416 shares; 2023Q2: 43,525 shares; 2023Q3: 40,237 shares; 2023Q4: 46,367 shares 46,367 $1.67M 0.01% +6,130 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,499 shares; 2022Q3: 18,181 shares; 2022Q4: 24,636 shares; 2023Q1: 21,758 shares; 2023Q2: 24,521 shares; 2023Q3: 26,505 shares; 2023Q4: 31,782 shares 31,782 $1.67M 0.01% +5,277 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; 2022Q1: restricted; 2022Q2: 125,792 shares; 2022Q3: 159,565 shares; 2022Q4: 176,462 shares; 2023Q1: 204,206 shares; 2023Q2: 309,309 shares; 2023Q3: 171,888 shares; 2023Q4: 167,923 shares 167,923 $1.67M 0.01% -3,965 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 71,812 shares; 2022Q3: 73,922 shares; 2022Q4: 74,753 shares; 2023Q1: 148,920 shares; 2023Q2: 181,934 shares; 2023Q3: 215,930 shares; 2023Q4: 271,435 shares 271,435 $1.67M 0.01% +55,505 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,580 shares; 2022Q3: 8,729 shares; 2022Q4: 13,055 shares; 2023Q1: 13,389 shares; 2023Q2: 13,529 shares; 2023Q3: 12,954 shares; 2023Q4: 13,003 shares 13,003 $1.66M 0.01% +49 Timeline XRMI GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 49,910 shares; 2023Q4: 87,662 shares 87,662 $1.66M 0.01% +37,752 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; 2022Q1: restricted; 2022Q2: 46,435 shares; 2022Q3: 64,100 shares; 2022Q4: 70,655 shares; 2023Q1: 54,844 shares; 2023Q2: 51,824 shares; 2023Q3: 56,072 shares; 2023Q4: 53,980 shares 53,980 $1.66M 0.01% -2,092 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,222 shares; 2022Q3: 9,416 shares; 2022Q4: 12,184 shares; 2023Q1: 11,802 shares; 2023Q2: 7,574 shares; 2023Q3: 5,727 shares; 2023Q4: 26,238 shares 26,238 $1.65M 0.01% +20,511 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; 2022Q1: restricted; 2022Q2: 9,913 shares; 2022Q3: 9,809 shares; 2022Q4: 12,977 shares; 2023Q1: 7,752 shares; 2023Q2: 8,185 shares; 2023Q3: 8,842 shares; 2023Q4: 9,494 shares 9,494 $1.65M 0.01% +652 Timeline NORTHERN LTS FD TR IV 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 38,285 shares; 2023Q2: 62,562 shares; 2023Q3: 66,799 shares; 2023Q4: 66,449 shares 66,449 $1.65M 0.01% -350 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 22,677 shares; 2023Q1: 21,712 shares; 2023Q2: 16,375 shares; 2023Q3: 16,960 shares; 2023Q4: 18,948 shares 18,948 $1.65M 0.01% +1,988 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 24,491 shares; 2022Q3: 31,072 shares; 2022Q4: 81,384 shares; 2023Q1: 50,050 shares; 2023Q2: 46,146 shares; 2023Q3: 52,157 shares; 2023Q4: 70,149 shares 70,149 $1.65M 0.01% +17,992 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; 2022Q1: restricted; 2022Q2: 23,004 shares; 2022Q3: 22,970 shares; 2022Q4: 34,703 shares; 2023Q1: 46,228 shares; 2023Q2: 41,729 shares; 2023Q3: 46,697 shares; 2023Q4: 45,474 shares 45,474 $1.64M 0.01% -1,223 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; 2022Q1: restricted; 2022Q2: 13,903 shares; 2022Q3: 15,855 shares; 2022Q4: 44,874 shares; 2023Q1: 41,039 shares; 2023Q2: 40,999 shares; 2023Q3: 40,900 shares; 2023Q4: 42,191 shares 42,191 $1.64M 0.01% +1,291 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 38,644 shares; 2023Q1: 36,461 shares; 2023Q2: 53,607 shares; 2023Q3: 50,279 shares; 2023Q4: 53,804 shares 53,804 $1.64M 0.01% +3,525 Timeline PCEF 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; 2022Q1: restricted; 2022Q2: 30,107 shares; 2022Q3: 39,310 shares; 2022Q4: 42,272 shares; 2023Q1: 48,533 shares; 2023Q2: 45,379 shares; 2023Q3: 56,113 shares; 2023Q4: 91,155 shares 91,155 $1.64M 0.01% +35,042 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,039 shares; 2022Q3: 2,185 shares; 2022Q4: 4,248 shares; 2023Q1: 5,278 shares; 2023Q2: 5,716 shares; 2023Q3: 6,090 shares; 2023Q4: 6,320 shares 6,320 $1.64M 0.01% +230 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,514 shares; 2022Q3: 6,781 shares; 2022Q4: 10,644 shares; 2023Q1: 14,950 shares; 2023Q2: 23,380 shares; 2023Q3: 25,215 shares; 2023Q4: 22,483 shares 22,483 $1.63M 0.01% -2,732 Timeline GHYB 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; 2022Q1: restricted; 2022Q2: 35,026 shares; 2022Q3: 35,766 shares; 2022Q4: 34,018 shares; 2023Q1: 37,885 shares; 2023Q2: 37,423 shares; 2023Q3: 37,842 shares; 2023Q4: 36,941 shares 36,941 $1.63M 0.01% -901 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,931 shares; 2023Q3: 24,509 shares; 2023Q4: 28,120 shares 28,120 $1.63M 0.01% +3,611 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,526 shares; 2022Q3: 4,558 shares; 2022Q4: 18,049 shares; 2023Q1: 19,548 shares; 2023Q2: 16,920 shares; 2023Q3: 15,562 shares; 2023Q4: 14,909 shares 14,909 $1.63M 0.01% -653 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,718 shares; 2022Q3: 3,227 shares; 2022Q4: 3,917 shares; 2023Q1: 3,911 shares; 2023Q2: 4,166 shares; 2023Q3: 4,605 shares; 2023Q4: 5,191 shares 5,191 $1.62M 0.01% +586 Timeline FYC 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 15,145 shares; 2023Q4: 25,706 shares 25,706 $1.62M 0.01% +10,561 Timeline FEX 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; 2022Q1: restricted; 2022Q2: 10,752 shares; 2022Q3: 11,840 shares; 2022Q4: 16,678 shares; 2023Q1: 16,261 shares; 2023Q2: 15,970 shares; 2023Q3: 17,874 shares; 2023Q4: 17,903 shares 17,903 $1.61M 0.01% +29 Timeline TAL TAL ED GROUP More: the full row for TAL ED GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 137,059 shares; 2023Q2: 138,670 shares; 2023Q3: 140,339 shares; 2023Q4: 127,779 shares 127,779 $1.61M 0.01% -12,560 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; 2022Q1: restricted; 2022Q2: 9,086 shares; 2022Q3: 10,327 shares; 2022Q4: 18,170 shares; 2023Q1: 20,010 shares; 2023Q2: 20,015 shares; 2023Q3: 20,882 shares; 2023Q4: 20,071 shares 20,071 $1.61M 0.01% -811 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 59,140 shares; 2022Q3: 59,140 shares; 2022Q4: 59,405 shares; 2023Q1: 31,810 shares; 2023Q2: 31,810 shares; 2023Q3: 31,810 shares; 2023Q4: 31,810 shares 31,810 $1.61M 0.01% 0 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 36,484 shares; 2022Q3: 35,938 shares; 2022Q4: 72,196 shares; 2023Q1: 80,342 shares; 2023Q2: 81,416 shares; 2023Q3: 79,565 shares; 2023Q4: 79,065 shares 79,065 $1.61M 0.01% -500 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,185 shares; 2023Q1: 16,354 shares; 2023Q2: 14,509 shares; 2023Q3: 18,661 shares; 2023Q4: 28,515 shares 28,515 $1.6M 0.01% +9,854 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; 2022Q1: restricted; 2022Q2: 11,088 shares; 2022Q3: 11,970 shares; 2022Q4: 13,392 shares; 2023Q1: 12,563 shares; 2023Q2: 11,924 shares; 2023Q3: 14,359 shares; 2023Q4: 14,532 shares 14,532 $1.6M 0.01% +173 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 60,452 shares; 2022Q3: 71,909 shares; 2022Q4: 141,245 shares; 2023Q1: 155,256 shares; 2023Q2: 160,556 shares; 2023Q3: 159,518 shares; 2023Q4: 166,053 shares 166,053 $1.6M 0.01% +6,535 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; 2022Q1: restricted; 2022Q2: 5,010 shares; 2022Q3: 4,773 shares; 2022Q4: 9,678 shares; 2023Q1: 11,723 shares; 2023Q2: 13,929 shares; 2023Q3: 16,673 shares; 2023Q4: 16,875 shares 16,875 $1.6M 0.01% +202 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,799 shares; 2022Q3: 6,163 shares; 2022Q4: 7,669 shares; 2023Q1: 6,269 shares; 2023Q2: 5,628 shares; 2023Q3: 6,151 shares; 2023Q4: 9,262 shares 9,262 $1.6M 0.01% +3,111 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 104,306 shares; 2022Q3: 96,940 shares; 2022Q4: 117,704 shares; 2023Q1: 113,275 shares; 2023Q2: 97,320 shares; 2023Q3: 58,838 shares; 2023Q4: 72,057 shares 72,057 $1.59M 0.01% +13,219 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,584 shares; 2022Q3: 8,719 shares; 2022Q4: 11,215 shares; 2023Q1: 11,899 shares; 2023Q2: 11,806 shares; 2023Q3: 11,897 shares; 2023Q4: 11,594 shares 11,594 $1.59M 0.01% -303 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,097 shares; 2022Q3: not reported; 2022Q4: 4,571 shares; 2023Q1: 14,920 shares; 2023Q2: 17,421 shares; 2023Q3: 9,462 shares; 2023Q4: 10,433 shares 10,433 $1.58M 0.01% +971 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 42,794 shares; 2022Q3: 51,578 shares; 2022Q4: 74,919 shares; 2023Q1: 87,137 shares; 2023Q2: 90,405 shares; 2023Q3: 116,224 shares; 2023Q4: 111,826 shares 111,826 $1.58M 0.01% -4,398 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,421 shares; 2022Q3: 10,253 shares; 2022Q4: 10,263 shares; 2023Q1: 9,017 shares; 2023Q2: 8,001 shares; 2023Q3: 19,576 shares; 2023Q4: 19,995 shares 19,995 $1.58M 0.01% +419 Timeline XJUL 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50,587 shares; 2023Q4: 49,193 shares 49,193 $1.58M 0.01% -1,394 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 29,821 shares; 2022Q3: 29,134 shares; 2022Q4: 29,259 shares; 2023Q1: 29,808 shares; 2023Q2: 29,662 shares; 2023Q3: 30,176 shares; 2023Q4: 35,862 shares 35,862 $1.58M 0.01% +5,686 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 14,502 shares; 2023Q1: 17,583 shares; 2023Q2: 32,304 shares; 2023Q3: 32,166 shares; 2023Q4: 62,061 shares 62,061 $1.57M 0.01% +29,895 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; 2022Q1: restricted; 2022Q2: 35,444 shares; 2022Q3: 37,763 shares; 2022Q4: 48,007 shares; 2023Q1: 47,258 shares; 2023Q2: 53,543 shares; 2023Q3: 74,043 shares; 2023Q4: 69,016 shares 69,016 $1.57M 0.01% -5,027 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 63,929 shares; 2022Q3: 65,674 shares; 2022Q4: 109,059 shares; 2023Q1: 104,417 shares; 2023Q2: 104,403 shares; 2023Q3: 123,127 shares; 2023Q4: 103,358 shares 103,358 $1.57M 0.01% -19,769 Timeline HYDW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 15,052 shares; 2023Q1: 20,481 shares; 2023Q2: 24,839 shares; 2023Q3: 29,266 shares; 2023Q4: 33,927 shares 33,927 $1.56M 0.01% +4,661 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,687 shares; 2022Q3: 2,826 shares; 2022Q4: 8,394 shares; 2023Q1: 9,936 shares; 2023Q2: 8,322 shares; 2023Q3: 9,381 shares; 2023Q4: 12,873 shares 12,873 $1.56M 0.01% +3,492 Timeline GAUG 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 27,688 shares; 2023Q4: 49,356 shares 49,356 $1.56M 0.01% +21,668 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 10,510 shares; 2023Q1: 11,085 shares; 2023Q2: 12,241 shares; 2023Q3: 24,061 shares; 2023Q4: 31,266 shares 31,266 $1.55M 0.01% +7,205 Timeline NTRL 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 57,889 shares; 2023Q1: 68,928 shares; 2023Q2: 85,329 shares; 2023Q3: 80,424 shares; 2023Q4: 77,020 shares 77,020 $1.55M 0.01% -3,404 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,704 shares; 2022Q3: 13,704 shares; 2022Q4: 23,167 shares; 2023Q1: 38,662 shares; 2023Q2: 38,662 shares; 2023Q3: 53,299 shares; 2023Q4: 45,209 shares 45,209 $1.55M 0.01% -8,090 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 69,570 shares; 2022Q3: 68,909 shares; 2022Q4: 84,503 shares; 2023Q1: 80,086 shares; 2023Q2: 78,495 shares; 2023Q3: 77,796 shares; 2023Q4: 229,141 shares 229,141 $1.55M 0.01% +151,345 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 44,530 shares; 2022Q3: 37,290 shares; 2022Q4: 53,442 shares; 2023Q1: 60,211 shares; 2023Q2: 52,038 shares; 2023Q3: 54,412 shares; 2023Q4: 55,884 shares 55,884 $1.55M 0.01% +1,472 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; 2022Q1: restricted; 2022Q2: 5,883 shares; 2022Q3: 6,050 shares; 2022Q4: 13,915 shares; 2023Q1: 14,108 shares; 2023Q2: 13,870 shares; 2023Q3: 13,463 shares; 2023Q4: 11,196 shares 11,196 $1.54M 0.01% -2,267 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,474 shares; 2023Q1: 8,910 shares; 2023Q2: 10,066 shares; 2023Q3: 12,527 shares; 2023Q4: 13,031 shares 13,031 $1.54M 0.01% +504 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 17,004 shares; 2022Q3: 18,348 shares; 2022Q4: 23,778 shares; 2023Q1: 29,482 shares; 2023Q2: 29,766 shares; 2023Q3: 24,441 shares; 2023Q4: 35,741 shares 35,741 $1.54M 0.01% +11,300 Timeline PSL 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; 2022Q1: restricted; 2022Q2: 17,927 shares; 2022Q3: 17,589 shares; 2022Q4: 18,144 shares; 2023Q1: 18,389 shares; 2023Q2: 17,417 shares; 2023Q3: 18,234 shares; 2023Q4: 16,829 shares 16,829 $1.54M 0.01% -1,405 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,090 shares; 2023Q1: 4,429 shares; 2023Q2: 6,591 shares; 2023Q3: 7,343 shares; 2023Q4: 9,412 shares 9,412 $1.54M 0.01% +2,069 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 53,961 shares; 2022Q3: 58,996 shares; 2022Q4: 64,343 shares; 2023Q1: 74,966 shares; 2023Q2: 79,187 shares; 2023Q3: 61,744 shares; 2023Q4: 52,414 shares 52,414 $1.54M 0.01% -9,330 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 93,767 shares; 2022Q3: 103,396 shares; 2022Q4: 138,116 shares; 2023Q1: 138,121 shares; 2023Q2: 129,926 shares; 2023Q3: 129,901 shares; 2023Q4: 130,609 shares 130,609 $1.53M 0.01% +708 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 93,606 shares; 2022Q3: 99,893 shares; 2022Q4: 102,511 shares; 2023Q1: 107,341 shares; 2023Q2: 102,312 shares; 2023Q3: 101,468 shares; 2023Q4: 102,975 shares 102,975 $1.53M 0.01% +1,507 Timeline DMAR 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; 2022Q1: restricted; 2022Q2: 7,627 shares; 2022Q3: 7,790 shares; 2022Q4: 13,152 shares; 2023Q1: 43,134 shares; 2023Q2: 46,492 shares; 2023Q3: 33,430 shares; 2023Q4: 45,004 shares 45,004 $1.52M 0.01% +11,574 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 4,390 shares; 2022Q4: 91,480 shares; 2023Q1: 92,499 shares; 2023Q2: not reported; 2023Q3: 9,751 shares; 2023Q4: 29,862 shares 29,862 $1.52M 0.01% +20,111 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 16,514 shares; 2022Q4: 17,503 shares; 2023Q1: 15,183 shares; 2023Q2: 13,164 shares; 2023Q3: 46,001 shares; 2023Q4: 55,692 shares 55,692 $1.51M 0.01% +9,691 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 43,232 shares; 2022Q3: 44,471 shares; 2022Q4: 64,664 shares; 2023Q1: 50,018 shares; 2023Q2: 49,645 shares; 2023Q3: 50,850 shares; 2023Q4: 50,110 shares 50,110 $1.51M 0.01% -740 Timeline PWV 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; 2022Q1: restricted; 2022Q2: 57,036 shares; 2022Q3: 54,467 shares; 2022Q4: 35,285 shares; 2023Q1: 32,969 shares; 2023Q2: 31,291 shares; 2023Q3: 29,760 shares; 2023Q4: 29,709 shares 29,709 $1.51M 0.01% -51 Timeline LOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 62,599 shares 62,599 $1.51M 0.01% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 66,738 shares; 2022Q3: 63,706 shares; 2022Q4: 57,327 shares; 2023Q1: 57,666 shares; 2023Q2: 56,198 shares; 2023Q3: 55,550 shares; 2023Q4: 50,449 shares 50,449 $1.51M 0.01% -5,101 Timeline FOCT 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 35,425 shares; 2023Q1: 32,509 shares; 2023Q2: 28,728 shares; 2023Q3: 32,383 shares; 2023Q4: 38,659 shares 38,659 $1.5M 0.01% +6,276 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 38,695 shares; 2022Q3: 40,375 shares; 2022Q4: 46,296 shares; 2023Q1: 45,622 shares; 2023Q2: 48,597 shares; 2023Q3: 55,774 shares; 2023Q4: 56,287 shares 56,287 $1.5M 0.01% +513 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 16,885 shares; 2022Q3: 19,298 shares; 2022Q4: 39,108 shares; 2023Q1: 34,670 shares; 2023Q2: 35,035 shares; 2023Q3: 47,399 shares; 2023Q4: 39,387 shares 39,387 $1.5M 0.01% -8,012 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 4,432 shares; 2022Q4: 10,855 shares; 2023Q1: 12,124 shares; 2023Q2: 16,721 shares; 2023Q3: 17,015 shares; 2023Q4: 17,498 shares 17,498 $1.49M 0.01% +483 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9,064 shares; 2023Q3: 15,806 shares; 2023Q4: 31,031 shares 31,031 $1.49M 0.01% +15,225 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25,771 shares; 2022Q3: 33,302 shares; 2022Q4: 38,806 shares; 2023Q1: 51,292 shares; 2023Q2: 94,817 shares; 2023Q3: 90,142 shares; 2023Q4: 90,826 shares 90,826 $1.48M 0.01% +684 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 28,936 shares; 2022Q3: 29,206 shares; 2022Q4: 26,139 shares; 2023Q1: 25,983 shares; 2023Q2: 20,538 shares; 2023Q3: 24,470 shares; 2023Q4: 24,838 shares 24,838 $1.48M 0.01% +368 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; 2022Q1: restricted; 2022Q2: 6,804 shares; 2022Q3: 11,855 shares; 2022Q4: 21,823 shares; 2023Q1: 15,594 shares; 2023Q2: 18,311 shares; 2023Q3: 17,539 shares; 2023Q4: 19,276 shares 19,276 $1.47M 0.01% +1,737 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 29,909 shares; 2022Q3: 36,445 shares; 2022Q4: 50,499 shares; 2023Q1: 57,255 shares; 2023Q2: 56,592 shares; 2023Q3: 44,578 shares; 2023Q4: 35,456 shares 35,456 $1.47M 0.01% -9,122 Timeline AVUS 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,726 shares; 2023Q1: 8,824 shares; 2023Q2: 8,797 shares; 2023Q3: 11,701 shares; 2023Q4: 18,021 shares 18,021 $1.47M 0.01% +6,320 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,895 shares; 2022Q3: 23,447 shares; 2022Q4: 26,571 shares; 2023Q1: 31,704 shares; 2023Q2: 31,884 shares; 2023Q3: 31,661 shares; 2023Q4: 31,885 shares 31,885 $1.47M 0.01% +224 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,669 shares; 2023Q1: 6,938 shares; 2023Q2: 7,370 shares; 2023Q3: 8,576 shares; 2023Q4: 8,891 shares 8,891 $1.47M 0.01% +315 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; 2022Q1: restricted; 2022Q2: 4,965 shares; 2022Q3: 5,025 shares; 2022Q4: 10,306 shares; 2023Q1: 10,024 shares; 2023Q2: 14,058 shares; 2023Q3: 16,838 shares; 2023Q4: 19,358 shares 19,358 $1.46M 0.01% +2,520 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 491,150 shares; 2022Q3: 522,088 shares; 2022Q4: 529,887 shares; 2023Q1: 540,353 shares; 2023Q2: 29,653 shares; 2023Q3: 22,889 shares; 2023Q4: 32,761 shares 32,761 $1.46M 0.01% +9,872 Timeline BBCA 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 19,188 shares; 2023Q1: 18,787 shares; 2023Q2: 18,780 shares; 2023Q3: 22,934 shares; 2023Q4: 22,764 shares 22,764 $1.46M 0.01% -170 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 10,301 shares; 2023Q1: 17,788 shares; 2023Q2: 11,758 shares; 2023Q3: 13,051 shares; 2023Q4: 20,709 shares 20,709 $1.45M 0.01% +7,658 Timeline VPL 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 21,947 shares; 2023Q1: 20,957 shares; 2023Q2: 21,343 shares; 2023Q3: 19,791 shares; 2023Q4: 20,167 shares 20,167 $1.45M 0.01% +376 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 84,146 shares 84,146 $1.45M 0.01% new Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,088 shares; 2022Q3: 10,707 shares; 2022Q4: 17,531 shares; 2023Q1: 16,789 shares; 2023Q2: 16,154 shares; 2023Q3: 21,473 shares; 2023Q4: 40,134 shares 40,134 $1.44M 0.01% +18,661 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,148 shares; 2022Q3: 14,770 shares; 2022Q4: 87,766 shares; 2023Q1: 51,941 shares; 2023Q2: 55,322 shares; 2023Q3: 51,700 shares; 2023Q4: 33,362 shares 33,362 $1.44M 0.01% -18,338 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 72,071 shares; 2022Q3: 12,591 shares; 2022Q4: 17,134 shares; 2023Q1: 18,958 shares; 2023Q2: 20,177 shares; 2023Q3: 22,190 shares; 2023Q4: 54,283 shares 54,283 $1.44M 0.01% +32,093 Timeline LVHD 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; 2022Q1: restricted; 2022Q2: 11,091 shares; 2022Q3: 19,226 shares; 2022Q4: 27,608 shares; 2023Q1: 34,906 shares; 2023Q2: 41,223 shares; 2023Q3: 32,022 shares; 2023Q4: 39,615 shares 39,615 $1.44M 0.01% +7,593 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,443 shares; 2022Q3: 7,475 shares; 2022Q4: 7,940 shares; 2023Q1: 7,956 shares; 2023Q2: 8,040 shares; 2023Q3: 8,120 shares; 2023Q4: 8,527 shares 8,527 $1.44M 0.01% +407 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; 2022Q1: restricted; 2022Q2: 5,677 shares; 2022Q3: 5,905 shares; 2022Q4: 18,414 shares; 2023Q1: 18,305 shares; 2023Q2: 18,107 shares; 2023Q3: 19,050 shares; 2023Q4: 18,480 shares 18,480 $1.43M 0.01% -570 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 24,950 shares; 2022Q3: 43,386 shares; 2022Q4: 34,941 shares; 2023Q1: 34,941 shares; 2023Q2: 26,296 shares; 2023Q3: 37,843 shares; 2023Q4: 37,993 shares 37,993 $1.43M 0.01% +150 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 221,600 shares; 2022Q3: 668,987 shares; 2022Q4: 671,198 shares; 2023Q1: 693,251 shares; 2023Q2: 218,759 shares; 2023Q3: 215,706 shares; 2023Q4: 223,988 shares 223,988 $1.43M 0.01% +8,282 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 3,639 shares; 2022Q4: 10,506 shares; 2023Q1: 13,743 shares; 2023Q2: 16,022 shares; 2023Q3: 19,098 shares; 2023Q4: 19,332 shares 19,332 $1.42M 0.01% +234 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,293 shares; 2022Q3: 12,002 shares; 2022Q4: 26,476 shares; 2023Q1: 29,932 shares; 2023Q2: 32,039 shares; 2023Q3: 33,204 shares; 2023Q4: 33,346 shares 33,346 $1.42M 0.01% +142 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 189,367 shares; 2022Q3: 202,316 shares; 2022Q4: 206,143 shares; 2023Q1: 212,461 shares; 2023Q2: 228,955 shares; 2023Q3: 244,043 shares; 2023Q4: 184,936 shares 184,936 $1.42M 0.01% -59,107 Timeline HDMV 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 60,813 shares; 2023Q1: 58,324 shares; 2023Q2: 49,114 shares; 2023Q3: 50,932 shares; 2023Q4: 49,239 shares 49,239 $1.42M 0.01% -1,693 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 29,470 shares; 2022Q3: 30,140 shares; 2022Q4: 52,534 shares; 2023Q1: 56,793 shares; 2023Q2: 57,001 shares; 2023Q3: 59,165 shares; 2023Q4: 67,423 shares 67,423 $1.42M 0.01% +8,258 Timeline FAPR 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; 2022Q1: restricted; 2022Q2: 28,050 shares; 2022Q3: 25,477 shares; 2022Q4: 25,477 shares; 2023Q1: 26,934 shares; 2023Q2: 39,634 shares; 2023Q3: 36,500 shares; 2023Q4: 40,547 shares 40,547 $1.42M 0.01% +4,047 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,284 shares; 2022Q3: 2,851 shares; 2022Q4: 3,922 shares; 2023Q1: 3,969 shares; 2023Q2: 4,993 shares; 2023Q3: 6,412 shares; 2023Q4: 6,505 shares 6,505 $1.41M 0.01% +93 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,793 shares; 2022Q3: 7,802 shares; 2022Q4: 9,483 shares; 2023Q1: 9,322 shares; 2023Q2: 8,098 shares; 2023Q3: 8,702 shares; 2023Q4: 8,776 shares 8,776 $1.41M 0.01% +74 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 149,866 shares; 2022Q3: 79,196 shares; 2022Q4: 114,713 shares; 2023Q1: 127,928 shares; 2023Q2: 122,745 shares; 2023Q3: 143,610 shares; 2023Q4: 143,964 shares 143,964 $1.41M 0.01% +354 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,023 shares; 2022Q3: 1,191 shares; 2022Q4: 2,509 shares; 2023Q1: 2,548 shares; 2023Q2: 2,699 shares; 2023Q3: 2,750 shares; 2023Q4: 3,541 shares 3,541 $1.41M 0.01% +791 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; 2022Q1: restricted; 2022Q2: 29,482 shares; 2022Q3: 32,849 shares; 2022Q4: 34,299 shares; 2023Q1: 43,180 shares; 2023Q2: 31,162 shares; 2023Q3: 33,422 shares; 2023Q4: 35,386 shares 35,386 $1.41M 0.01% +1,964 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 3,551 shares; 2022Q4: 11,098 shares; 2023Q1: 13,207 shares; 2023Q2: 14,499 shares; 2023Q3: 15,401 shares; 2023Q4: 16,007 shares 16,007 $1.41M 0.01% +606 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 19,053 shares; 2022Q3: 23,064 shares; 2022Q4: 28,961 shares; 2023Q1: 28,664 shares; 2023Q2: 23,294 shares; 2023Q3: 28,263 shares; 2023Q4: 28,176 shares 28,176 $1.4M 0.01% -87 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 16,470 shares; 2023Q3: 19,760 shares; 2023Q4: 17,643 shares 17,643 $1.4M 0.01% -2,117 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 17,611 shares; 2023Q4: 32,623 shares 32,623 $1.4M 0.01% +15,012 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,932 shares; 2022Q3: 7,232 shares; 2022Q4: 7,538 shares; 2023Q1: 7,134 shares; 2023Q2: 7,099 shares; 2023Q3: 9,373 shares; 2023Q4: 22,344 shares 22,344 $1.4M 0.01% +12,971 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,357 shares; 2022Q3: 9,719 shares; 2022Q4: 12,125 shares; 2023Q1: 12,943 shares; 2023Q2: 12,783 shares; 2023Q3: 13,793 shares; 2023Q4: 13,869 shares 13,869 $1.4M 0.01% +76 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,480 shares; 2023Q1: 3,037 shares; 2023Q2: 3,240 shares; 2023Q3: 4,117 shares; 2023Q4: 4,245 shares 4,245 $1.4M 0.01% +128 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,657 shares; 2022Q3: 13,860 shares; 2022Q4: 20,244 shares; 2023Q1: 18,638 shares; 2023Q2: 12,544 shares; 2023Q3: 13,528 shares; 2023Q4: 16,090 shares 16,090 $1.4M 0.01% +2,562 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 18,479 shares; 2023Q4: 20,168 shares 20,168 $1.39M 0.01% +1,689 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,366 shares; 2022Q3: 8,054 shares; 2022Q4: 14,518 shares; 2023Q1: 14,877 shares; 2023Q2: 13,971 shares; 2023Q3: 14,310 shares; 2023Q4: 17,652 shares 17,652 $1.38M 0.01% +3,342 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25,067 shares; 2022Q3: 18,367 shares; 2022Q4: 24,805 shares; 2023Q1: 24,510 shares; 2023Q2: 26,498 shares; 2023Q3: 27,564 shares; 2023Q4: 17,542 shares 17,542 $1.38M 0.01% -10,022 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 28,122 shares; 2022Q3: 26,681 shares; 2022Q4: 41,680 shares; 2023Q1: 44,312 shares; 2023Q2: 43,312 shares; 2023Q3: 40,744 shares; 2023Q4: 36,071 shares 36,071 $1.38M 0.01% -4,673 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 47,232 shares; 2022Q3: 56,273 shares; 2022Q4: 81,577 shares; 2023Q1: 76,811 shares; 2023Q2: 71,286 shares; 2023Q3: 91,283 shares; 2023Q4: 103,699 shares 103,699 $1.38M 0.01% +12,416 Timeline HSMV 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 41,930 shares; 2023Q1: 41,691 shares; 2023Q2: 43,285 shares; 2023Q3: 44,468 shares; 2023Q4: 42,917 shares 42,917 $1.38M 0.01% -1,551 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 43,094 shares; 2022Q3: 54,104 shares; 2022Q4: 58,772 shares; 2023Q1: 61,026 shares; 2023Q2: 69,177 shares; 2023Q3: 67,536 shares; 2023Q4: 68,268 shares 68,268 $1.38M 0.01% +732 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,836 shares; 2022Q3: not reported; 2022Q4: 10,924 shares; 2023Q1: 12,075 shares; 2023Q2: 16,686 shares; 2023Q3: 11,677 shares; 2023Q4: 37,336 shares 37,336 $1.37M 0.01% +25,659 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; 2022Q1: restricted; 2022Q2: 22,982 shares; 2022Q3: 23,443 shares; 2022Q4: 27,515 shares; 2023Q1: 49,476 shares; 2023Q2: 41,887 shares; 2023Q3: 39,068 shares; 2023Q4: 36,546 shares 36,546 $1.37M 0.01% -2,522 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; 2022Q1: restricted; 2022Q2: 44,438 shares; 2022Q3: 45,895 shares; 2022Q4: 35,943 shares; 2023Q1: 37,113 shares; 2023Q2: 38,097 shares; 2023Q3: 38,590 shares; 2023Q4: 37,664 shares 37,664 $1.37M 0.01% -926 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 150,271 shares; 2022Q3: 136,065 shares; 2022Q4: 143,455 shares; 2023Q1: 143,581 shares; 2023Q2: 142,079 shares; 2023Q3: 149,538 shares; 2023Q4: 162,025 shares 162,025 $1.37M 0.01% +12,487 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,869 shares; 2022Q3: 4,163 shares; 2022Q4: 17,549 shares; 2023Q1: 17,574 shares; 2023Q2: 15,100 shares; 2023Q3: 15,861 shares; 2023Q4: 17,499 shares 17,499 $1.36M 0.01% +1,638 Timeline XMVM 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; 2022Q1: restricted; 2022Q2: 21,461 shares; 2022Q3: 21,231 shares; 2022Q4: 20,741 shares; 2023Q1: 24,732 shares; 2023Q2: 26,647 shares; 2023Q3: 27,162 shares; 2023Q4: 27,112 shares 27,112 $1.36M 0.01% -50 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25,358 shares; 2022Q3: 21,578 shares; 2022Q4: 94,483 shares; 2023Q1: 106,138 shares; 2023Q2: 41,289 shares; 2023Q3: 44,668 shares; 2023Q4: 46,534 shares 46,534 $1.36M 0.01% +1,866 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,312 shares; 2022Q3: 10,432 shares; 2022Q4: 10,484 shares; 2023Q1: 9,948 shares; 2023Q2: 8,553 shares; 2023Q3: 8,226 shares; 2023Q4: 7,607 shares 7,607 $1.36M 0.01% -619 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,577 shares; 2022Q3: 27,740 shares; 2022Q4: 27,740 shares; 2023Q1: 24,890 shares; 2023Q2: 14,886 shares; 2023Q3: 42,711 shares; 2023Q4: 50,196 shares 50,196 $1.36M 0.01% +7,485 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 868 shares; 2022Q3: 1,236 shares; 2022Q4: 2,395 shares; 2023Q1: 2,628 shares; 2023Q2: 2,000 shares; 2023Q3: 2,355 shares; 2023Q4: 2,845 shares 2,845 $1.36M 0.01% +490 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; 2022Q1: restricted; 2022Q2: 13,499 shares; 2022Q3: 17,585 shares; 2022Q4: 22,382 shares; 2023Q1: 22,550 shares; 2023Q2: 16,896 shares; 2023Q3: 16,156 shares; 2023Q4: 16,461 shares 16,461 $1.36M 0.01% +305 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 48,790 shares; 2022Q4: 45,035 shares; 2023Q1: 42,173 shares; 2023Q2: 12,708 shares; 2023Q3: 28,468 shares; 2023Q4: 24,595 shares 24,595 $1.36M 0.01% -3,873 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,734 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 48,638 shares 48,638 $1.36M 0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 21,071 shares; 2022Q3: 21,765 shares; 2022Q4: 34,081 shares; 2023Q1: 34,285 shares; 2023Q2: 26,730 shares; 2023Q3: 36,921 shares; 2023Q4: 34,930 shares 34,930 $1.35M 0.01% -1,991 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 23,453 shares; 2022Q3: 24,296 shares; 2022Q4: 23,977 shares; 2023Q1: 43,191 shares; 2023Q2: 41,858 shares; 2023Q3: 42,668 shares; 2023Q4: 42,594 shares 42,594 $1.35M 0.01% -74 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,753 shares; 2022Q3: 11,454 shares; 2022Q4: 40,002 shares; 2023Q1: 28,338 shares; 2023Q2: 27,395 shares; 2023Q3: 25,074 shares; 2023Q4: 25,363 shares 25,363 $1.35M 0.01% +289 Timeline HISF 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 29,329 shares; 2023Q4: 29,941 shares 29,941 $1.34M 0.01% +612 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; 2022Q1: restricted; 2022Q2: 16,654 shares; 2022Q3: 16,855 shares; 2022Q4: 24,707 shares; 2023Q1: 25,524 shares; 2023Q2: 20,710 shares; 2023Q3: 19,466 shares; 2023Q4: 19,592 shares 19,592 $1.34M 0.01% +126 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 35,731 shares; 2022Q3: 36,304 shares; 2022Q4: 36,379 shares; 2023Q1: 34,688 shares; 2023Q2: 33,728 shares; 2023Q3: 35,033 shares; 2023Q4: 35,869 shares 35,869 $1.34M 0.01% +836 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,497 shares; 2022Q3: 7,262 shares; 2022Q4: 8,280 shares; 2023Q1: 8,434 shares; 2023Q2: 8,980 shares; 2023Q3: 8,837 shares; 2023Q4: 11,557 shares 11,557 $1.34M 0.01% +2,720 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,683 shares; 2023Q1: 1,718 shares; 2023Q2: 1,871 shares; 2023Q3: 1,965 shares; 2023Q4: 2,982 shares 2,982 $1.33M 0.01% +1,017 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 33,618 shares; 2022Q3: 29,977 shares; 2022Q4: 25,895 shares; 2023Q1: 24,871 shares; 2023Q2: 24,319 shares; 2023Q3: 22,864 shares; 2023Q4: 22,578 shares 22,578 $1.33M 0.01% -286 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 33,756 shares; 2022Q3: 35,112 shares; 2022Q4: 39,703 shares; 2023Q1: 38,816 shares; 2023Q2: 35,938 shares; 2023Q3: 36,452 shares; 2023Q4: 48,371 shares 48,371 $1.33M 0.01% +11,919 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 149 shares; 2022Q3: 151 shares; 2022Q4: 240 shares; 2023Q1: 248 shares; 2023Q2: 236 shares; 2023Q3: 234 shares; 2023Q4: 190 shares 190 $1.33M 0.01% -44 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,970 shares; 2022Q3: 10,416 shares; 2022Q4: 15,882 shares; 2023Q1: 15,959 shares; 2023Q2: 16,614 shares; 2023Q3: 22,088 shares; 2023Q4: 20,826 shares 20,826 $1.33M 0.01% -1,262 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,863 shares; 2023Q1: 8,338 shares; 2023Q2: 8,455 shares; 2023Q3: 8,977 shares; 2023Q4: 11,069 shares 11,069 $1.33M 0.01% +2,092 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21,785 shares; 2023Q4: 68,150 shares 68,150 $1.33M 0.01% +46,365 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 41,578 shares; 2023Q3: 75,778 shares; 2023Q4: 37,290 shares 37,290 $1.32M 0.01% -38,488 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; 2022Q1: restricted; 2022Q2: 4,178 shares; 2022Q3: 3,690 shares; 2022Q4: 12,310 shares; 2023Q1: 13,405 shares; 2023Q2: 12,994 shares; 2023Q3: 12,204 shares; 2023Q4: 13,476 shares 13,476 $1.32M 0.01% +1,272 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 10,536 shares; 2023Q1: 6,914 shares; 2023Q2: 6,021 shares; 2023Q3: 24,345 shares; 2023Q4: 26,336 shares 26,336 $1.32M 0.01% +1,991 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 26,390 shares 26,390 $1.32M 0.01% new Timeline ENLINK MIDSTREAM LLC ENLINK MIDSTREAM LLC More: the full row for ENLINK MIDSTREAM LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 64,174 shares; 2022Q3: 74,363 shares; 2022Q4: 139,215 shares; 2023Q1: 138,646 shares; 2023Q2: 113,518 shares; 2023Q3: 108,281 shares; 2023Q4: 108,216 shares 108,216 $1.32M 0.01% -65 SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,141 shares; 2022Q3: 33,627 shares; 2022Q4: 40,812 shares; 2023Q1: 50,499 shares; 2023Q2: 50,840 shares; 2023Q3: 50,211 shares; 2023Q4: 46,287 shares 46,287 $1.31M 0.01% -3,924 Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,306 shares; 2023Q1: 3,941 shares; 2023Q2: 5,040 shares; 2023Q3: 5,738 shares; 2023Q4: 6,785 shares 6,785 $1.31M 0.01% +1,047 HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 18,960 shares; 2022Q4: 16,529 shares; 2023Q1: 18,068 shares; 2023Q2: 16,266 shares; 2023Q3: 14,521 shares; 2023Q4: 28,319 shares 28,319 $1.31M 0.01% +13,798 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,917 shares; 2023Q1: 5,832 shares; 2023Q2: 5,992 shares; 2023Q3: 5,727 shares; 2023Q4: 5,533 shares 5,533 $1.31M 0.01% -194 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 50,583 shares; 2022Q3: 8,386 shares; 2022Q4: 7,892 shares; 2023Q1: 39,831 shares; 2023Q2: 40,486 shares; 2023Q3: 13,329 shares; 2023Q4: 9,439 shares 9,439 $1.3M 0.01% -3,890 Timeline FJAN 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; 2022Q1: restricted; 2022Q2: 31,238 shares; 2022Q3: 31,308 shares; 2022Q4: 31,818 shares; 2023Q1: 58,150 shares; 2023Q2: 53,393 shares; 2023Q3: 46,176 shares; 2023Q4: 32,676 shares 32,676 $1.3M 0.01% -13,500 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,179 shares; 2022Q3: 3,237 shares; 2022Q4: 5,382 shares; 2023Q1: 5,263 shares; 2023Q2: 5,589 shares; 2023Q3: 12,112 shares; 2023Q4: 6,449 shares 6,449 $1.3M 0.01% -5,663 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 8,529 shares; 2022Q4: 31,654 shares; 2023Q1: 45,514 shares; 2023Q2: 51,580 shares; 2023Q3: 40,784 shares; 2023Q4: 44,608 shares 44,608 $1.3M 0.01% +3,824 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 23,389 shares; 2023Q1: 23,732 shares; 2023Q2: 22,883 shares; 2023Q3: 21,245 shares; 2023Q4: 20,704 shares 20,704 $1.29M 0.01% -541 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,198 shares; 2022Q3: 15,373 shares; 2022Q4: 17,219 shares; 2023Q1: 22,890 shares; 2023Q2: 29,701 shares; 2023Q3: 33,157 shares; 2023Q4: 25,918 shares 25,918 $1.29M 0.01% -7,239 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,011 shares; 2022Q3: 7,048 shares; 2022Q4: 28,939 shares; 2023Q1: 32,788 shares; 2023Q2: 35,464 shares; 2023Q3: 34,863 shares; 2023Q4: 32,842 shares 32,842 $1.29M 0.01% -2,021 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 16,087 shares; 2023Q1: 19,282 shares; 2023Q2: 19,902 shares; 2023Q3: 19,819 shares; 2023Q4: 21,730 shares 21,730 $1.29M 0.01% +1,911 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; 2022Q1: restricted; 2022Q2: 2,539 shares; 2022Q3: 2,606 shares; 2022Q4: 5,095 shares; 2023Q1: 5,574 shares; 2023Q2: 5,634 shares; 2023Q3: 5,816 shares; 2023Q4: 5,678 shares 5,678 $1.29M 0.01% -138 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 29,704 shares; 2022Q3: 21,416 shares; 2022Q4: 34,793 shares; 2023Q1: 40,065 shares; 2023Q2: 41,606 shares; 2023Q3: 32,204 shares; 2023Q4: 35,954 shares 35,954 $1.29M 0.01% +3,750 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,324 shares; 2022Q3: 7,041 shares; 2022Q4: 13,871 shares; 2023Q1: 15,492 shares; 2023Q2: 17,537 shares; 2023Q3: 19,774 shares; 2023Q4: 21,810 shares 21,810 $1.29M 0.01% +2,036 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,676 shares; 2022Q3: 9,213 shares; 2022Q4: 7,597 shares; 2023Q1: 8,607 shares; 2023Q2: 8,771 shares; 2023Q3: 15,617 shares; 2023Q4: 18,496 shares 18,496 $1.29M 0.01% +2,879 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,264 shares; 2022Q3: 8,008 shares; 2022Q4: 11,120 shares; 2023Q1: 11,900 shares; 2023Q2: 12,329 shares; 2023Q3: 9,970 shares; 2023Q4: 10,562 shares 10,562 $1.29M 0.01% +592 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 67,650 shares; 2022Q3: 68,456 shares; 2022Q4: 83,460 shares; 2023Q1: 84,502 shares; 2023Q2: 84,796 shares; 2023Q3: 85,509 shares; 2023Q4: 82,388 shares 82,388 $1.29M 0.01% -3,121 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 4,316 shares; 2022Q4: 18,752 shares; 2023Q1: 16,621 shares; 2023Q2: 11,809 shares; 2023Q3: 12,683 shares; 2023Q4: 18,166 shares 18,166 $1.28M 0.01% +5,483 Timeline PSCC 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,098 shares; 2023Q3: 17,120 shares; 2023Q4: 33,332 shares 33,332 $1.28M 0.01% +16,212 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,141 shares; 2022Q3: 16,585 shares; 2022Q4: 38,108 shares; 2023Q1: 19,160 shares; 2023Q2: 17,192 shares; 2023Q3: 15,885 shares; 2023Q4: 14,756 shares 14,756 $1.28M 0.01% -1,129 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; 2022Q1: restricted; 2022Q2: 5,477 shares; 2022Q3: 5,964 shares; 2022Q4: 13,215 shares; 2023Q1: 13,672 shares; 2023Q2: 15,139 shares; 2023Q3: 17,008 shares; 2023Q4: 16,934 shares 16,934 $1.28M 0.01% -74 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,699 shares; 2022Q3: not reported; 2022Q4: 6,338 shares; 2023Q1: 5,879 shares; 2023Q2: 6,180 shares; 2023Q3: 7,385 shares; 2023Q4: 13,837 shares 13,837 $1.27M 0.01% +6,452 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; 2022Q1: restricted; 2022Q2: 116,651 shares; 2022Q3: 128,831 shares; 2022Q4: 140,181 shares; 2023Q1: 153,086 shares; 2023Q2: 20,553 shares; 2023Q3: 117,007 shares; 2023Q4: 79,356 shares 79,356 $1.27M 0.01% -37,651 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 68,590 shares; 2022Q3: 121,756 shares; 2022Q4: 123,121 shares; 2023Q1: 120,697 shares; 2023Q2: 123,155 shares; 2023Q3: 148,004 shares; 2023Q4: 134,702 shares 134,702 $1.27M 0.01% -13,302 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 34,094 shares; 2023Q2: 92,594 shares; 2023Q3: 102,094 shares; 2023Q4: 227,794 shares 227,794 $1.27M 0.01% +125,700 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 28,371 shares; 2023Q1: 29,733 shares; 2023Q2: 32,690 shares; 2023Q3: 34,866 shares; 2023Q4: 59,354 shares 59,354 $1.27M 0.01% +24,488 Timeline PXI 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; 2022Q1: restricted; 2022Q2: 33,962 shares; 2022Q3: 39,942 shares; 2022Q4: 29,729 shares; 2023Q1: 31,866 shares; 2023Q2: 30,433 shares; 2023Q3: 31,116 shares; 2023Q4: 28,259 shares 28,259 $1.26M 0.01% -2,857 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; 2022Q1: restricted; 2022Q2: 10,264 shares; 2022Q3: 13,234 shares; 2022Q4: 86,243 shares; 2023Q1: 113,088 shares; 2023Q2: 134,562 shares; 2023Q3: 136,780 shares; 2023Q4: 152,043 shares 152,043 $1.26M 0.01% +15,263 Timeline EMC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 113,616 shares; 2023Q3: 52,054 shares; 2023Q4: 49,674 shares 49,674 $1.26M 0.01% -2,380 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30,105 shares; 2022Q3: 30,105 shares; 2022Q4: 31,469 shares; 2023Q1: 34,806 shares; 2023Q2: 41,690 shares; 2023Q3: 47,884 shares; 2023Q4: 47,282 shares 47,282 $1.26M 0.01% -602 Timeline FXL 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; 2022Q1: restricted; 2022Q2: 9,419 shares; 2022Q3: 8,738 shares; 2022Q4: 9,667 shares; 2023Q1: 9,848 shares; 2023Q2: 9,056 shares; 2023Q3: 10,339 shares; 2023Q4: 9,833 shares 9,833 $1.26M 0.01% -506 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 22,173 shares; 2023Q1: 29,184 shares; 2023Q2: 31,327 shares; 2023Q3: 42,406 shares; 2023Q4: 23,716 shares 23,716 $1.25M 0.01% -18,690 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,812 shares; 2022Q3: 5,821 shares; 2022Q4: 5,973 shares; 2023Q1: 5,039 shares; 2023Q2: 5,113 shares; 2023Q3: 5,499 shares; 2023Q4: 4,477 shares 4,477 $1.25M 0.01% -1,022 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 26,159 shares; 2023Q1: 21,077 shares; 2023Q2: 21,259 shares; 2023Q3: 30,163 shares; 2023Q4: 31,565 shares 31,565 $1.25M 0.01% +1,402 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,182 shares; 2023Q1: 3,112 shares; 2023Q2: 3,079 shares; 2023Q3: 2,996 shares; 2023Q4: 2,921 shares 2,921 $1.25M 0.01% -75 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 79,265 shares; 2022Q4: 79,265 shares; 2023Q1: 79,265 shares; 2023Q2: 79,265 shares; 2023Q3: 79,265 shares; 2023Q4: 79,265 shares 79,265 $1.25M 0.01% 0 Timeline THE COOPER COMPANIES THE COOPER COMPANIES More: the full row for THE COOPER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,280 shares; 2023Q1: 2,128 shares; 2023Q2: 2,427 shares; 2023Q3: 2,578 shares; 2023Q4: 3,302 shares 3,302 $1.25M 0.01% +724 DAPR 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; 2022Q1: restricted; 2022Q2: 18,911 shares; 2022Q3: 37,767 shares; 2022Q4: 41,257 shares; 2023Q1: 161,115 shares; 2023Q2: 55,544 shares; 2023Q3: 47,303 shares; 2023Q4: 38,438 shares 38,438 $1.24M 0.01% -8,865 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; 2022Q1: restricted; 2022Q2: 84,580 shares; 2022Q3: 84,743 shares; 2022Q4: 99,330 shares; 2023Q1: 103,928 shares; 2023Q2: 103,994 shares; 2023Q3: 105,290 shares; 2023Q4: 125,777 shares 125,777 $1.24M 0.01% +20,487 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 319,990 shares; 2022Q3: 338,109 shares; 2022Q4: 344,431 shares; 2023Q1: 354,410 shares; 2023Q2: 71,118 shares; 2023Q3: 87,656 shares; 2023Q4: 101,885 shares 101,885 $1.24M 0.01% +14,229 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 35,171 shares; 2022Q3: 46,987 shares; 2022Q4: 70,693 shares; 2023Q1: 71,603 shares; 2023Q2: 71,550 shares; 2023Q3: 46,682 shares; 2023Q4: 16,277 shares 16,277 $1.24M 0.01% -30,405 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 51,633 shares; 2022Q3: 63,210 shares; 2022Q4: 59,334 shares; 2023Q1: 68,028 shares; 2023Q2: 60,604 shares; 2023Q3: 57,429 shares; 2023Q4: 61,873 shares 61,873 $1.24M 0.01% +4,444 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,824 shares; 2023Q1: 2,932 shares; 2023Q2: 3,206 shares; 2023Q3: 3,970 shares; 2023Q4: 4,333 shares 4,333 $1.23M 0.01% +363 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; 2022Q1: restricted; 2022Q2: 6,748 shares; 2022Q3: 5,387 shares; 2022Q4: 11,215 shares; 2023Q1: 13,009 shares; 2023Q2: 13,886 shares; 2023Q3: 32,024 shares; 2023Q4: 16,617 shares 16,617 $1.23M 0.01% -15,407 Timeline GMS INC GMS INC More: the full row for GMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,290 shares; 2022Q3: 12,290 shares; 2022Q4: 12,344 shares; 2023Q1: 12,052 shares; 2023Q2: 11,412 shares; 2023Q3: 15,321 shares; 2023Q4: 14,969 shares 14,969 $1.23M 0.01% -352 XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 42,343 shares; 2022Q3: 44,753 shares; 2022Q4: 36,314 shares; 2023Q1: 37,528 shares; 2023Q2: 49,146 shares; 2023Q3: 50,655 shares; 2023Q4: 55,284 shares 55,284 $1.23M 0.01% +4,629 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,525 shares; 2022Q3: 2,863 shares; 2022Q4: 6,358 shares; 2023Q1: 5,971 shares; 2023Q2: 8,735 shares; 2023Q3: 10,602 shares; 2023Q4: 11,312 shares 11,312 $1.23M 0.01% +710 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,330 shares; 2022Q3: 4,030 shares; 2022Q4: 17,529 shares; 2023Q1: 15,608 shares; 2023Q2: 15,953 shares; 2023Q3: 15,342 shares; 2023Q4: 20,856 shares 20,856 $1.23M 0.01% +5,514 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 307,602 shares; 2022Q3: 322,128 shares; 2022Q4: 149,844 shares; 2023Q1: 156,754 shares; 2023Q2: 151,353 shares; 2023Q3: 156,069 shares; 2023Q4: 158,691 shares 158,691 $1.23M 0.01% +2,622 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,043 shares; 2022Q3: not reported; 2022Q4: 9,396 shares; 2023Q1: 9,633 shares; 2023Q2: 10,116 shares; 2023Q3: 11,806 shares; 2023Q4: 21,268 shares 21,268 $1.22M 0.01% +9,462 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,670 shares; 2022Q3: 17,111 shares; 2022Q4: 19,714 shares; 2023Q1: 16,543 shares; 2023Q2: 23,547 shares; 2023Q3: 28,735 shares; 2023Q4: 30,095 shares 30,095 $1.22M 0.01% +1,360 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 40,001 shares; 2022Q3: 38,175 shares; 2022Q4: 39,318 shares; 2023Q1: 42,479 shares; 2023Q2: 47,096 shares; 2023Q3: 48,403 shares; 2023Q4: 50,590 shares 50,590 $1.22M 0.01% +2,187 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,456 shares; 2022Q3: 8,738 shares; 2022Q4: 15,850 shares; 2023Q1: 17,976 shares; 2023Q2: 19,369 shares; 2023Q3: 15,037 shares; 2023Q4: 15,002 shares 15,002 $1.21M 0.01% -35 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 39,372 shares; 2022Q3: 36,726 shares; 2022Q4: 55,913 shares; 2023Q1: 62,489 shares; 2023Q2: 47,885 shares; 2023Q3: 46,023 shares; 2023Q4: 47,506 shares 47,506 $1.21M 0.01% +1,483 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 758 shares; 2022Q4: 1,274 shares; 2023Q1: 1,317 shares; 2023Q2: 1,437 shares; 2023Q3: 1,653 shares; 2023Q4: 1,803 shares 1,803 $1.21M 0.01% +150 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 12,566 shares; 2023Q1: 13,879 shares; 2023Q2: 16,533 shares; 2023Q3: 19,332 shares; 2023Q4: 20,379 shares 20,379 $1.2M 0.01% +1,047 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,830 shares; 2023Q1: 4,954 shares; 2023Q2: 5,143 shares; 2023Q3: 5,039 shares; 2023Q4: 5,467 shares 5,467 $1.2M 0.01% +428 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 34,330 shares; 2022Q3: 31,904 shares; 2022Q4: 70,230 shares; 2023Q1: 34,129 shares; 2023Q2: 12,147 shares; 2023Q3: 88,993 shares; 2023Q4: 12,131 shares 12,131 $1.2M 0.01% -76,862 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,054 shares; 2022Q3: 7,392 shares; 2022Q4: 35,498 shares; 2023Q1: 35,788 shares; 2023Q2: 35,531 shares; 2023Q3: 33,886 shares; 2023Q4: 32,638 shares 32,638 $1.2M 0.01% -1,248 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 77,141 shares; 2022Q4: 77,077 shares; 2023Q1: 76,442 shares; 2023Q2: 76,908 shares; 2023Q3: 72,154 shares; 2023Q4: 68,174 shares 68,174 $1.2M 0.01% -3,980 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 51,381 shares; 2022Q3: 55,057 shares; 2022Q4: 60,631 shares; 2023Q1: 57,362 shares; 2023Q2: 51,180 shares; 2023Q3: 52,698 shares; 2023Q4: 56,225 shares 56,225 $1.19M 0.01% +3,527 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 37,879 shares; 2023Q3: 35,223 shares; 2023Q4: 51,706 shares 51,706 $1.19M 0.01% +16,483 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 11,006 shares; 2023Q1: 11,052 shares; 2023Q2: 9,621 shares; 2023Q3: 9,897 shares; 2023Q4: 12,788 shares 12,788 $1.19M 0.01% +2,891 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,696 shares; 2023Q1: 5,069 shares; 2023Q2: 8,056 shares; 2023Q3: 9,429 shares; 2023Q4: 14,580 shares 14,580 $1.19M 0.01% +5,151 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,834 shares; 2022Q3: 4,262 shares; 2022Q4: 6,018 shares; 2023Q1: 6,472 shares; 2023Q2: 6,066 shares; 2023Q3: 9,747 shares; 2023Q4: 9,316 shares 9,316 $1.18M 0.01% -431 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,538 shares; 2022Q3: not reported; 2022Q4: 38,915 shares; 2023Q1: 27,247 shares; 2023Q2: 23,551 shares; 2023Q3: 50,241 shares; 2023Q4: 48,103 shares 48,103 $1.18M 0.01% -2,138 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 32,116 shares 32,116 $1.17M 0.01% new Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 71,459 shares; 2022Q3: 21,462 shares; 2022Q4: 22,391 shares; 2023Q1: 22,391 shares; 2023Q2: 19,885 shares; 2023Q3: 17,850 shares; 2023Q4: 25,584 shares 25,584 $1.17M 0.01% +7,734 Timeline GEMD 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 30,878 shares; 2023Q1: 31,761 shares; 2023Q2: 28,290 shares; 2023Q3: 28,327 shares; 2023Q4: 28,517 shares 28,517 $1.16M 0.01% +190 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,856 shares; 2022Q3: 7,920 shares; 2022Q4: 13,128 shares; 2023Q1: 15,011 shares; 2023Q2: 11,871 shares; 2023Q3: 16,138 shares; 2023Q4: 16,716 shares 16,716 $1.16M 0.01% +578 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,309 shares; 2022Q3: 11,358 shares; 2022Q4: 14,682 shares; 2023Q1: 20,114 shares; 2023Q2: 22,440 shares; 2023Q3: 23,265 shares; 2023Q4: 22,823 shares 22,823 $1.16M 0.01% -442 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; 2022Q1: restricted; 2022Q2: 5,494 shares; 2022Q3: 7,106 shares; 2022Q4: 29,607 shares; 2023Q1: 30,552 shares; 2023Q2: 30,574 shares; 2023Q3: 27,300 shares; 2023Q4: 25,123 shares 25,123 $1.16M 0.01% -2,177 Timeline FIW 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; 2022Q1: restricted; 2022Q2: 5,368 shares; 2022Q3: 9,884 shares; 2022Q4: 11,497 shares; 2023Q1: 12,573 shares; 2023Q2: 12,359 shares; 2023Q3: 12,599 shares; 2023Q4: 12,203 shares 12,203 $1.16M 0.01% -396 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,106 shares; 2022Q3: 1,064 shares; 2022Q4: 3,878 shares; 2023Q1: 3,940 shares; 2023Q2: 4,150 shares; 2023Q3: 4,997 shares; 2023Q4: 4,227 shares 4,227 $1.16M 0.01% -770 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,036 shares; 2022Q3: 9,048 shares; 2022Q4: 9,624 shares; 2023Q1: 9,393 shares; 2023Q2: 8,999 shares; 2023Q3: 9,676 shares; 2023Q4: 9,914 shares 9,914 $1.16M 0.01% +238 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; 2022Q1: restricted; 2022Q2: 21,081 shares; 2022Q3: 24,551 shares; 2022Q4: 53,970 shares; 2023Q1: 52,831 shares; 2023Q2: 54,182 shares; 2023Q3: 54,694 shares; 2023Q4: 52,108 shares 52,108 $1.15M 0.01% -2,586 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 12,583 shares; 2023Q1: 13,841 shares; 2023Q2: 14,054 shares; 2023Q3: 15,312 shares; 2023Q4: 15,791 shares 15,791 $1.15M 0.01% +479 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 12,003 shares; 2023Q1: 10,692 shares; 2023Q2: 14,225 shares; 2023Q3: 16,932 shares; 2023Q4: 21,063 shares 21,063 $1.15M 0.01% +4,131 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,510 shares; 2022Q3: 20,185 shares; 2022Q4: 31,360 shares; 2023Q1: 31,440 shares; 2023Q2: 41,819 shares; 2023Q3: 31,755 shares; 2023Q4: 26,640 shares 26,640 $1.15M 0.01% -5,115 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,961 shares; 2023Q4: 18,819 shares 18,819 $1.14M 0.01% +9,858 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,937 shares; 2022Q3: 4,497 shares; 2022Q4: 7,186 shares; 2023Q1: 8,906 shares; 2023Q2: 8,933 shares; 2023Q3: 9,042 shares; 2023Q4: 9,664 shares 9,664 $1.14M 0.01% +622 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; 2022Q1: restricted; 2022Q2: 24,630 shares; 2022Q3: 24,063 shares; 2022Q4: 25,068 shares; 2023Q1: 26,405 shares; 2023Q2: 25,311 shares; 2023Q3: 9,771 shares; 2023Q4: 15,882 shares 15,882 $1.14M 0.01% +6,111 Timeline QCLN 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; 2022Q1: restricted; 2022Q2: 112,348 shares; 2022Q3: 118,243 shares; 2022Q4: 113,978 shares; 2023Q1: 108,394 shares; 2023Q2: 29,340 shares; 2023Q3: 32,266 shares; 2023Q4: 27,038 shares 27,038 $1.14M 0.01% -5,228 Timeline BBHY 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,974 shares; 2023Q4: 24,792 shares 24,792 $1.14M 0.01% +3,818 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 24,347 shares; 2022Q3: 23,441 shares; 2022Q4: 25,464 shares; 2023Q1: 23,521 shares; 2023Q2: 21,152 shares; 2023Q3: 19,821 shares; 2023Q4: 19,723 shares 19,723 $1.14M 0.01% -98 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 8,625 shares; 2023Q1: 8,395 shares; 2023Q2: 4,528 shares; 2023Q3: 4,825 shares; 2023Q4: 4,970 shares 4,970 $1.13M 0.01% +145 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,297 shares; 2022Q3: 6,236 shares; 2022Q4: 6,085 shares; 2023Q1: 6,124 shares; 2023Q2: 6,184 shares; 2023Q3: 58,961 shares; 2023Q4: 37,921 shares 37,921 $1.13M 0.01% -21,040 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,401 shares; 2022Q3: 33,245 shares; 2022Q4: 51,063 shares; 2023Q1: 39,703 shares; 2023Q2: 37,670 shares; 2023Q3: 36,584 shares; 2023Q4: 35,528 shares 35,528 $1.12M 0.01% -1,056 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,389 shares; 2023Q1: 3,706 shares; 2023Q2: 4,993 shares; 2023Q3: 14,380 shares; 2023Q4: 13,946 shares 13,946 $1.12M 0.01% -434 Timeline FEZ 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 11,567 shares; 2023Q1: 22,212 shares; 2023Q2: 40,641 shares; 2023Q3: 25,981 shares; 2023Q4: 23,452 shares 23,452 $1.12M 0.01% -2,529 Timeline GIGB 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,659 shares; 2023Q1: 28,720 shares; 2023Q2: 24,570 shares; 2023Q3: 24,344 shares; 2023Q4: 24,183 shares 24,183 $1.12M 0.01% -161 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 22,000 shares; 2022Q3: 20,928 shares; 2022Q4: 24,175 shares; 2023Q1: 23,628 shares; 2023Q2: 24,318 shares; 2023Q3: 34,715 shares; 2023Q4: 27,021 shares 27,021 $1.11M 0.01% -7,694 Timeline SIXO 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; 2022Q1: restricted; 2022Q2: 8,947 shares; 2022Q3: 13,132 shares; 2022Q4: 16,415 shares; 2023Q1: 16,415 shares; 2023Q2: 453,189 shares; 2023Q3: 39,981 shares; 2023Q4: 38,590 shares 38,590 $1.11M 0.01% -1,391 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,987 shares; 2022Q3: 12,266 shares; 2022Q4: 14,283 shares; 2023Q1: 17,524 shares; 2023Q2: 18,383 shares; 2023Q3: 20,466 shares; 2023Q4: 17,246 shares 17,246 $1.11M 0.01% -3,220 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 668 shares; 2023Q1: 636 shares; 2023Q2: 527 shares; 2023Q3: 949 shares; 2023Q4: 954 shares 954 $1.11M 0.01% +5 Timeline DJUL 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 7,141 shares; 2022Q4: 8,025 shares; 2023Q1: 8,591 shares; 2023Q2: 8,591 shares; 2023Q3: 16,364 shares; 2023Q4: 30,411 shares 30,411 $1.11M 0.01% +14,047 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 38,147 shares; 2023Q1: 36,963 shares; 2023Q2: 33,401 shares; 2023Q3: 32,424 shares; 2023Q4: 35,898 shares 35,898 $1.11M 0.01% +3,474 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 4,776 shares; 2022Q4: 12,103 shares; 2023Q1: 13,324 shares; 2023Q2: 14,258 shares; 2023Q3: 14,833 shares; 2023Q4: 21,198 shares 21,198 $1.11M 0.01% +6,365 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 27,563 shares; 2022Q3: 26,865 shares; 2022Q4: 24,100 shares; 2023Q1: 24,384 shares; 2023Q2: 20,786 shares; 2023Q3: 101,799 shares; 2023Q4: 111,401 shares 111,401 $1.11M 0.01% +9,602 Timeline APTIV IRISH HOLDINGS LTD APTIV IRISH HOLDINGS LTD More: the full row for APTIV IRISH HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,057 shares; 2023Q1: 10,219 shares; 2023Q2: 8,919 shares; 2023Q3: 10,088 shares; 2023Q4: 12,299 shares 12,299 $1.1M 0.01% +2,211 WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,439 shares; 2022Q3: 2,428 shares; 2022Q4: 2,686 shares; 2023Q1: 2,762 shares; 2023Q2: 2,961 shares; 2023Q3: 3,251 shares; 2023Q4: 3,348 shares 3,348 $1.1M 0.01% +97 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 5,125 shares; 2022Q4: 7,903 shares; 2023Q1: 7,353 shares; 2023Q2: 7,322 shares; 2023Q3: 7,669 shares; 2023Q4: 8,485 shares 8,485 $1.1M 0.01% +816 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,935 shares; 2022Q3: 5,935 shares; 2022Q4: 21,172 shares; 2023Q1: 20,603 shares; 2023Q2: 16,836 shares; 2023Q3: 20,709 shares; 2023Q4: 20,356 shares 20,356 $1.1M 0.01% -353 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; 2022Q1: restricted; 2022Q2: 17,499 shares; 2022Q3: 17,812 shares; 2022Q4: 24,045 shares; 2023Q1: 25,820 shares; 2023Q2: 21,436 shares; 2023Q3: 14,093 shares; 2023Q4: 8,708 shares 8,708 $1.1M 0.01% -5,385 Timeline GTIP 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 25,015 shares; 2023Q1: 25,730 shares; 2023Q2: 22,414 shares; 2023Q3: 22,331 shares; 2023Q4: 22,490 shares 22,490 $1.1M 0.01% +159 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,172 shares; 2022Q3: 4,564 shares; 2022Q4: 9,787 shares; 2023Q1: 10,703 shares; 2023Q2: 11,283 shares; 2023Q3: 11,598 shares; 2023Q4: 12,477 shares 12,477 $1.1M 0.01% +879 Timeline PENNS WOODS BANCORP INC PENNS WOODS BANCORP INC More: the full row for PENNS WOODS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 47,000 shares; 2022Q3: 48,000 shares; 2022Q4: 48,000 shares; 2023Q1: 48,000 shares; 2023Q2: 49,320 shares; 2023Q3: 48,660 shares; 2023Q4: 48,660 shares 48,660 $1.1M 0.01% 0 SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 32,910 shares; 2022Q3: 32,489 shares; 2022Q4: 47,065 shares; 2023Q1: 47,717 shares; 2023Q2: 86,298 shares; 2023Q3: 82,570 shares; 2023Q4: 80,702 shares 80,702 $1.09M 0.01% -1,868 Timeline IDHQ 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 20,814 shares; 2022Q4: 31,876 shares; 2023Q1: 31,521 shares; 2023Q2: 31,618 shares; 2023Q3: 36,245 shares; 2023Q4: 38,223 shares 38,223 $1.09M 0.01% +1,978 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,066 shares; 2023Q1: 3,298 shares; 2023Q2: 4,169 shares; 2023Q3: 5,080 shares; 2023Q4: 5,477 shares 5,477 $1.09M 0.01% +397 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 34,140 shares; 2023Q1: 34,510 shares; 2023Q2: 34,732 shares; 2023Q3: 35,965 shares; 2023Q4: 35,665 shares 35,665 $1.09M 0.01% -300 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 76,900 shares; 2022Q3: 78,300 shares; 2022Q4: 86,179 shares; 2023Q1: 89,207 shares; 2023Q2: 85,687 shares; 2023Q3: 85,983 shares; 2023Q4: 101,983 shares 101,983 $1.09M 0.01% +16,000 XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,050 shares 15,050 $1.09M 0.01% new Timeline NEW YORK COMMUNITY BANCORP NEW YORK COMMUNITY BANCORP More: the full row for NEW YORK COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 66,683 shares; 2022Q3: 77,769 shares; 2022Q4: 98,282 shares; 2023Q1: 87,610 shares; 2023Q2: 140,725 shares; 2023Q3: 99,316 shares; 2023Q4: 105,914 shares 105,914 $1.08M 0.01% +6,598 GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,782 shares; 2022Q3: 16,221 shares; 2022Q4: 22,415 shares; 2023Q1: 26,105 shares; 2023Q2: 31,235 shares; 2023Q3: 65,288 shares; 2023Q4: 73,885 shares 73,885 $1.08M 0.01% +8,597 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 17,906 shares; 2022Q3: 20,177 shares; 2022Q4: 25,046 shares; 2023Q1: 17,432 shares; 2023Q2: 21,111 shares; 2023Q3: 18,288 shares; 2023Q4: 19,058 shares 19,058 $1.08M 0.01% +770 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,607 shares; 2022Q3: 13,874 shares; 2022Q4: 17,711 shares; 2023Q1: 23,931 shares; 2023Q2: 25,111 shares; 2023Q3: 31,092 shares; 2023Q4: 21,511 shares 21,511 $1.08M 0.01% -9,581 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 13,031 shares; 2022Q4: 40,088 shares; 2023Q1: 40,004 shares; 2023Q2: 26,301 shares; 2023Q3: 27,071 shares; 2023Q4: 32,860 shares 32,860 $1.08M 0.01% +5,789 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 37,975 shares; 2022Q3: 36,375 shares; 2022Q4: 36,375 shares; 2023Q1: 36,375 shares; 2023Q2: 36,375 shares; 2023Q3: 36,375 shares; 2023Q4: 36,375 shares 36,375 $1.07M 0.01% 0 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 23,478 shares; 2022Q3: 24,761 shares; 2022Q4: 24,229 shares; 2023Q1: 24,941 shares; 2023Q2: 24,418 shares; 2023Q3: 26,668 shares; 2023Q4: 31,858 shares 31,858 $1.07M 0.01% +5,190 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 950 shares; 2023Q1: 934 shares; 2023Q2: 978 shares; 2023Q3: 1,007 shares; 2023Q4: 1,060 shares 1,060 $1.07M 0.01% +53 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 17,100 shares; 2022Q3: 22,357 shares; 2022Q4: 31,011 shares; 2023Q1: 30,470 shares; 2023Q2: 30,302 shares; 2023Q3: 30,540 shares; 2023Q4: 30,000 shares 30,000 $1.07M 0.01% -540 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,693 shares; 2022Q3: not reported; 2022Q4: 6,701 shares; 2023Q1: 6,739 shares; 2023Q2: 6,702 shares; 2023Q3: 7,346 shares; 2023Q4: 8,944 shares 8,944 $1.07M 0.01% +1,598 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 28,480 shares; 2023Q2: 39,242 shares; 2023Q3: 37,502 shares; 2023Q4: 36,424 shares 36,424 $1.07M 0.01% -1,078 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,345 shares; 2022Q3: 2,621 shares; 2022Q4: 4,970 shares; 2023Q1: 4,537 shares; 2023Q2: 4,451 shares; 2023Q3: 5,291 shares; 2023Q4: 7,963 shares 7,963 $1.07M 0.01% +2,672 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31,960 shares; 2023Q4: 32,009 shares 32,009 $1.07M 0.01% +49 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,101 shares; 2022Q3: 10,260 shares; 2022Q4: 9,760 shares; 2023Q1: 15,644 shares; 2023Q2: 23,209 shares; 2023Q3: 24,939 shares; 2023Q4: 24,015 shares 24,015 $1.07M 0.01% -924 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 577,851 shares; 2022Q3: 607,021 shares; 2022Q4: 591,032 shares; 2023Q1: 597,071 shares; 2023Q2: 109,103 shares; 2023Q3: 115,571 shares; 2023Q4: 111,238 shares 111,238 $1.07M 0.01% -4,333 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,328 shares; 2022Q3: 4,462 shares; 2022Q4: 14,327 shares; 2023Q1: 15,305 shares; 2023Q2: 10,937 shares; 2023Q3: 10,669 shares; 2023Q4: 9,828 shares 9,828 $1.07M 0.01% -841 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 29,188 shares; 2022Q3: 24,262 shares; 2022Q4: 25,149 shares; 2023Q1: 21,599 shares; 2023Q2: 20,437 shares; 2023Q3: 17,439 shares; 2023Q4: 15,985 shares 15,985 $1.07M 0.01% -1,454 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,174 shares; 2022Q3: not reported; 2022Q4: 8,080 shares; 2023Q1: 11,990 shares; 2023Q2: 11,436 shares; 2023Q3: 8,520 shares; 2023Q4: 21,855 shares 21,855 $1.06M 0.01% +13,335 ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 58,263 shares; 2022Q3: 72,718 shares; 2022Q4: 74,115 shares; 2023Q1: 73,293 shares; 2023Q2: 77,446 shares; 2023Q3: 22,379 shares; 2023Q4: 27,184 shares 27,184 $1.06M 0.01% +4,805 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 860 shares; 2022Q3: not reported; 2022Q4: 1,414 shares; 2023Q1: 1,465 shares; 2023Q2: 1,578 shares; 2023Q3: 2,179 shares; 2023Q4: 2,596 shares 2,596 $1.06M 0.01% +417 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 25,038 shares; 2023Q4: 32,957 shares 32,957 $1.06M 0.01% +7,919 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,322 shares; 2022Q3: 4,899 shares; 2022Q4: 11,571 shares; 2023Q1: 13,672 shares; 2023Q2: 11,201 shares; 2023Q3: 11,379 shares; 2023Q4: 6,795 shares 6,795 $1.06M 0.01% -4,584 Timeline DWX 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; 2022Q1: restricted; 2022Q2: 12,153 shares; 2022Q3: 12,693 shares; 2022Q4: 36,477 shares; 2023Q1: 34,552 shares; 2023Q2: 32,497 shares; 2023Q3: 30,198 shares; 2023Q4: 29,675 shares 29,675 $1.05M 0.01% -523 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; 2022Q1: restricted; 2022Q2: 2,824 shares; 2022Q3: not reported; 2022Q4: 8,856 shares; 2023Q1: 8,371 shares; 2023Q2: 7,968 shares; 2023Q3: 7,744 shares; 2023Q4: 6,484 shares 6,484 $1.05M 0.01% -1,260 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 38,210 shares; 2022Q3: 50,123 shares; 2022Q4: 51,723 shares; 2023Q1: 81,748 shares; 2023Q2: 150,462 shares; 2023Q3: 190,502 shares; 2023Q4: 175,830 shares 175,830 $1.05M 0.01% -14,672 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,560 shares; 2022Q3: 21,075 shares; 2022Q4: 21,075 shares; 2023Q1: 21,075 shares; 2023Q2: 27,124 shares; 2023Q3: 30,384 shares; 2023Q4: 30,384 shares 30,384 $1.05M 0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,154 shares; 2022Q3: 8,911 shares; 2022Q4: 34,079 shares; 2023Q1: 27,867 shares; 2023Q2: 26,801 shares; 2023Q3: 20,944 shares; 2023Q4: 20,024 shares 20,024 $1.05M 0.01% -920 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 41,699 shares; 2022Q3: 34,443 shares; 2022Q4: 51,346 shares; 2023Q1: 51,742 shares; 2023Q2: 45,409 shares; 2023Q3: 51,312 shares; 2023Q4: 30,170 shares 30,170 $1.05M 0.01% -21,142 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,164 shares; 2023Q4: 33,126 shares 33,126 $1.05M 0.01% +18,962 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10,912 shares; 2023Q2: 62,560 shares; 2023Q3: 18,927 shares; 2023Q4: 23,901 shares 23,901 $1.05M 0.01% +4,974 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; 2022Q1: restricted; 2022Q2: 18,004 shares; 2022Q3: 23,356 shares; 2022Q4: 50,711 shares; 2023Q1: 48,648 shares; 2023Q2: 48,843 shares; 2023Q3: 53,943 shares; 2023Q4: 69,713 shares 69,713 $1.05M 0.01% +15,770 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25,815 shares; 2022Q3: 26,721 shares; 2022Q4: 51,245 shares; 2023Q1: 59,552 shares; 2023Q2: 59,578 shares; 2023Q3: 61,470 shares; 2023Q4: 89,166 shares 89,166 $1.05M 0.01% +27,696 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 17,215 shares; 2022Q3: 17,215 shares; 2022Q4: 19,540 shares; 2023Q1: 26,625 shares; 2023Q2: 24,723 shares; 2023Q3: 37,407 shares; 2023Q4: 34,226 shares 34,226 $1.04M 0.01% -3,181 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,087 shares; 2022Q3: 11,429 shares; 2022Q4: 20,591 shares; 2023Q1: 16,867 shares; 2023Q2: 13,954 shares; 2023Q3: 25,214 shares; 2023Q4: 26,553 shares 26,553 $1.04M 0.01% +1,339 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,401 shares; 2023Q1: 4,420 shares; 2023Q2: 4,373 shares; 2023Q3: 5,555 shares; 2023Q4: 5,356 shares 5,356 $1.04M 0.01% -199 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 22,741 shares; 2022Q3: 33,404 shares; 2022Q4: 43,404 shares; 2023Q1: 50,773 shares; 2023Q2: 49,784 shares; 2023Q3: 52,953 shares; 2023Q4: 56,124 shares 56,124 $1.04M 0.01% +3,171 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 33,162 shares; 2022Q3: 44,492 shares; 2022Q4: 70,098 shares; 2023Q1: 65,080 shares; 2023Q2: 99,445 shares; 2023Q3: 71,340 shares; 2023Q4: 94,026 shares 94,026 $1.03M 0.01% +22,686 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,150 shares; 2022Q3: 17,084 shares; 2022Q4: 20,265 shares; 2023Q1: 18,426 shares; 2023Q2: 19,149 shares; 2023Q3: 20,028 shares; 2023Q4: 19,915 shares 19,915 $1.03M 0.01% -113 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; 2022Q1: restricted; 2022Q2: 87,330 shares; 2022Q3: 93,765 shares; 2022Q4: 98,576 shares; 2023Q1: 96,730 shares; 2023Q2: 89,748 shares; 2023Q3: 84,263 shares; 2023Q4: 84,006 shares 84,006 $1.03M 0.01% -257 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,946 shares; 2022Q3: 5,002 shares; 2022Q4: 5,769 shares; 2023Q1: 5,865 shares; 2023Q2: 12,729 shares; 2023Q3: 14,584 shares; 2023Q4: 14,991 shares 14,991 $1.03M 0.01% +407 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,558 shares; 2023Q2: 5,825 shares; 2023Q3: 5,877 shares; 2023Q4: 18,808 shares 18,808 $1.03M 0.01% +12,931 Timeline IFV 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; 2022Q1: restricted; 2022Q2: 26,197 shares; 2022Q3: 23,264 shares; 2022Q4: 33,580 shares; 2023Q1: 33,630 shares; 2023Q2: 35,633 shares; 2023Q3: 42,186 shares; 2023Q4: 52,381 shares 52,381 $1.02M 0.01% +10,195 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,044 shares; 2022Q3: 11,115 shares; 2022Q4: 11,130 shares; 2023Q1: 11,438 shares; 2023Q2: 10,696 shares; 2023Q3: 10,729 shares; 2023Q4: 10,304 shares 10,304 $1.02M 0.01% -425 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 63,950 shares; 2023Q1: 87,462 shares; 2023Q2: 97,803 shares; 2023Q3: 105,456 shares; 2023Q4: 118,287 shares 118,287 $1.02M 0.01% +12,831 Timeline GINKGO BIOWORKS HOLDINGS INC GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 32,412 shares; 2023Q1: 15,649 shares; 2023Q2: 15,117 shares; 2023Q3: 79,382 shares; 2023Q4: 601,501 shares 601,501 $1.02M 0.01% +522,119 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; 2022Q1: restricted; 2022Q2: 39,385 shares; 2022Q3: 64,675 shares; 2022Q4: 111,475 shares; 2023Q1: 114,375 shares; 2023Q2: 103,620 shares; 2023Q3: 106,820 shares; 2023Q4: 106,820 shares 106,820 $1.02M 0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 8,196 shares; 2022Q4: 11,834 shares; 2023Q1: 11,854 shares; 2023Q2: 11,700 shares; 2023Q3: 12,002 shares; 2023Q4: 13,226 shares 13,226 $1.01M 0.01% +1,224 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 74,706 shares; 2022Q3: 71,021 shares; 2022Q4: 71,114 shares; 2023Q1: 69,382 shares; 2023Q2: 67,123 shares; 2023Q3: 57,826 shares; 2023Q4: 39,957 shares 39,957 $1.01M 0.01% -17,869 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 39,445 shares; 2022Q3: 23,096 shares; 2022Q4: 32,116 shares; 2023Q1: 28,762 shares; 2023Q2: 28,331 shares; 2023Q3: 36,619 shares; 2023Q4: 39,453 shares 39,453 $1.01M 0.01% +2,834 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,408 shares; 2022Q3: 1,363 shares; 2022Q4: 2,013 shares; 2023Q1: 2,077 shares; 2023Q2: 1,705 shares; 2023Q3: 5,314 shares; 2023Q4: 2,602 shares 2,602 $1.01M 0.01% -2,712 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,861 shares; 2023Q1: not reported; 2023Q2: 3,545 shares; 2023Q3: 13,648 shares; 2023Q4: 13,598 shares 13,598 $1.01M 0.01% -50 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 162,718 shares; 2022Q3: 101,913 shares; 2022Q4: 146,640 shares; 2023Q1: 180,915 shares; 2023Q2: 103,945 shares; 2023Q3: 131,884 shares; 2023Q4: 140,464 shares 140,464 $1.01M 0.01% +8,580 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,067 shares; 2022Q3: 11,486 shares; 2022Q4: 19,183 shares; 2023Q1: 18,798 shares; 2023Q2: 13,604 shares; 2023Q3: 14,952 shares; 2023Q4: 15,074 shares 15,074 $1.01M 0.01% +122 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 21,476 shares; 2022Q3: 23,789 shares; 2022Q4: 52,297 shares; 2023Q1: 57,259 shares; 2023Q2: 47,572 shares; 2023Q3: 50,193 shares; 2023Q4: 63,466 shares 63,466 $1.01M 0.01% +13,273 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 27,460 shares; 2023Q1: 32,794 shares; 2023Q2: 36,635 shares; 2023Q3: 41,467 shares; 2023Q4: 46,587 shares 46,587 $1.01M 0.01% +5,120 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,864 shares; 2022Q3: 9,235 shares; 2022Q4: 24,764 shares; 2023Q1: 30,759 shares; 2023Q2: 30,382 shares; 2023Q3: 24,933 shares; 2023Q4: 30,810 shares 30,810 $1.01M 0.01% +5,877 SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,885 shares; 2022Q3: 7,980 shares; 2022Q4: 11,141 shares; 2023Q1: 13,065 shares; 2023Q2: 14,557 shares; 2023Q3: 14,429 shares; 2023Q4: 14,872 shares 14,872 $1M 0.01% +443 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 15,529 shares; 2023Q1: 14,034 shares; 2023Q2: 31,977 shares; 2023Q3: 29,775 shares; 2023Q4: 29,625 shares 29,625 $1M 0.01% -150 Timeline ASEA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 57,966 shares; 2022Q3: 59,864 shares; 2022Q4: 61,416 shares; 2023Q1: 55,859 shares; 2023Q2: 56,597 shares; 2023Q3: 64,262 shares; 2023Q4: 66,475 shares 66,475 $1M 0.01% +2,213 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; 2022Q1: restricted; 2022Q2: 15,993 shares; 2022Q3: 13,443 shares; 2022Q4: 45,783 shares; 2023Q1: 47,428 shares; 2023Q2: 37,691 shares; 2023Q3: 42,043 shares; 2023Q4: 43,377 shares 43,377 $999K 0.01% +1,334 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,132 shares; 2022Q3: 6,913 shares; 2022Q4: 8,966 shares; 2023Q1: 11,205 shares; 2023Q2: 10,257 shares; 2023Q3: 11,804 shares; 2023Q4: 13,802 shares 13,802 $998K 0.01% +1,998 Timeline YJUN 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 26,148 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,648 shares; 2023Q3: 50,842 shares; 2023Q4: 46,925 shares 46,925 $997K 0.01% -3,917 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 21,481 shares; 2022Q3: 16,318 shares; 2022Q4: 23,842 shares; 2023Q1: 27,035 shares; 2023Q2: 27,003 shares; 2023Q3: 32,599 shares; 2023Q4: 27,738 shares 27,738 $996K 0.01% -4,861 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,164 shares; 2022Q3: 2,024 shares; 2022Q4: 4,666 shares; 2023Q1: 4,696 shares; 2023Q2: 10,400 shares; 2023Q3: 6,521 shares; 2023Q4: 6,626 shares 6,626 $995K 0.01% +105 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; 2022Q1: restricted; 2022Q2: 1,405,811 shares; 2022Q3: 1,625,809 shares; 2022Q4: 1,714,138 shares; 2023Q1: 1,663,150 shares; 2023Q2: 140,709 shares; 2023Q3: 36,310 shares; 2023Q4: 41,630 shares 41,630 $993K 0.01% +5,320 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; 2022Q1: restricted; 2022Q2: 31,365 shares; 2022Q3: 34,835 shares; 2022Q4: 36,911 shares; 2023Q1: 33,252 shares; 2023Q2: 33,027 shares; 2023Q3: 33,256 shares; 2023Q4: 28,344 shares 28,344 $990K 0.01% -4,912 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,708 shares; 2022Q3: 4,450 shares; 2022Q4: 6,676 shares; 2023Q1: 6,269 shares; 2023Q2: 7,503 shares; 2023Q3: 4,643 shares; 2023Q4: 5,248 shares 5,248 $986K 0.01% +605 Timeline OCTT 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; 2022Q1: restricted; 2022Q2: 28,523 shares; 2022Q3: 41,131 shares; 2022Q4: 43,513 shares; 2023Q1: 35,113 shares; 2023Q2: 28,838 shares; 2023Q3: 28,838 shares; 2023Q4: 28,838 shares 28,838 $985K 0.01% 0 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; 2022Q1: restricted; 2022Q2: 4,100 shares; 2022Q3: 4,072 shares; 2022Q4: 8,544 shares; 2023Q1: 10,140 shares; 2023Q2: 9,097 shares; 2023Q3: 9,105 shares; 2023Q4: 8,834 shares 8,834 $985K 0.01% -271 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 43,903 shares; 2022Q3: 43,903 shares; 2022Q4: 43,903 shares; 2023Q1: 43,903 shares; 2023Q2: 43,903 shares; 2023Q3: 43,903 shares; 2023Q4: 43,903 shares 43,903 $985K 0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 21,158 shares; 2022Q3: 23,059 shares; 2022Q4: 26,595 shares; 2023Q1: 27,921 shares; 2023Q2: 28,510 shares; 2023Q3: 30,650 shares; 2023Q4: 33,004 shares 33,004 $983K 0.01% +2,354 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,659 shares; 2023Q4: 6,805 shares 6,805 $982K 0.01% +3,146 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,232 shares; 2022Q3: 16,802 shares; 2022Q4: 17,339 shares; 2023Q1: 16,221 shares; 2023Q2: 10,545 shares; 2023Q3: 10,665 shares; 2023Q4: 6,976 shares 6,976 $981K 0.01% -3,689 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,437 shares; 2022Q3: 9,271 shares; 2022Q4: 9,641 shares; 2023Q1: 9,396 shares; 2023Q2: 9,411 shares; 2023Q3: 10,234 shares; 2023Q4: 12,274 shares 12,274 $981K 0.01% +2,040 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 878 shares; 2022Q3: 900 shares; 2022Q4: 783 shares; 2023Q1: 684 shares; 2023Q2: 570 shares; 2023Q3: 696 shares; 2023Q4: 688 shares 688 $977K 0.01% -8 Timeline PDP 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; 2022Q1: restricted; 2022Q2: 8,870 shares; 2022Q3: 8,971 shares; 2022Q4: 9,496 shares; 2023Q1: 9,522 shares; 2023Q2: 10,047 shares; 2023Q3: 10,562 shares; 2023Q4: 11,428 shares 11,428 $977K 0.01% +866 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,965 shares; 2023Q1: 11,745 shares; 2023Q2: 12,067 shares; 2023Q3: 11,662 shares; 2023Q4: 11,893 shares 11,893 $970K 0.01% +231 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,696 shares; 2022Q3: not reported; 2022Q4: 5,989 shares; 2023Q1: 5,436 shares; 2023Q2: 7,480 shares; 2023Q3: 10,976 shares; 2023Q4: 9,438 shares 9,438 $970K 0.01% -1,538 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 45,239 shares; 2022Q3: 42,264 shares; 2022Q4: 48,181 shares; 2023Q1: 54,494 shares; 2023Q2: 56,679 shares; 2023Q3: 59,585 shares; 2023Q4: 54,500 shares 54,500 $968K 0.01% -5,085 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 87,916 shares; 2022Q3: 74,758 shares; 2022Q4: 54,227 shares; 2023Q1: 53,035 shares; 2023Q2: 55,121 shares; 2023Q3: 49,689 shares; 2023Q4: 50,738 shares 50,738 $966K 0.01% +1,049 Timeline FTXN 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; 2022Q1: restricted; 2022Q2: 13,411 shares; 2022Q3: 14,954 shares; 2022Q4: 144,165 shares; 2023Q1: 93,463 shares; 2023Q2: 30,080 shares; 2023Q3: 33,179 shares; 2023Q4: 34,119 shares 34,119 $965K 0.01% +940 Timeline CLEARBRIDGE ALL CAP GROWTH… CLEARBRIDGE ALL CAP GROWTH ESG More: the full row for CLEARBRIDGE ALL CAP GROWTH ESG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,493 shares; 2022Q3: 9,257 shares; 2022Q4: 14,773 shares; 2023Q1: 14,836 shares; 2023Q2: 17,836 shares; 2023Q3: 17,856 shares; 2023Q4: 20,461 shares 20,461 $964K 0.01% +2,605 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; 2022Q1: restricted; 2022Q2: 5,258 shares; 2022Q3: 6,091 shares; 2022Q4: 8,321 shares; 2023Q1: 8,211 shares; 2023Q2: 8,572 shares; 2023Q3: 8,872 shares; 2023Q4: 9,339 shares 9,339 $962K 0.01% +467 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,681 shares; 2022Q3: 2,708 shares; 2022Q4: 2,855 shares; 2023Q1: 2,854 shares; 2023Q2: 3,006 shares; 2023Q3: 3,535 shares; 2023Q4: 3,662 shares 3,662 $961K 0.01% +127 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,776 shares; 2022Q3: 2,372 shares; 2022Q4: 32,125 shares; 2023Q1: 20,048 shares; 2023Q2: 11,803 shares; 2023Q3: 7,413 shares; 2023Q4: 8,858 shares 8,858 $961K 0.01% +1,445 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 13,564 shares; 2023Q1: 15,655 shares; 2023Q2: 20,214 shares; 2023Q3: 20,888 shares; 2023Q4: 22,658 shares 22,658 $958K 0.01% +1,770 Timeline FCVT 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; 2022Q1: restricted; 2022Q2: 11,681 shares; 2022Q3: 14,842 shares; 2022Q4: 13,914 shares; 2023Q1: 14,760 shares; 2023Q2: 14,097 shares; 2023Q3: 30,871 shares; 2023Q4: 28,729 shares 28,729 $958K 0.01% -2,142 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; 2022Q1: restricted; 2022Q2: 13,318 shares; 2022Q3: 14,402 shares; 2022Q4: 22,151 shares; 2023Q1: 15,109 shares; 2023Q2: 10,659 shares; 2023Q3: 10,700 shares; 2023Q4: 23,423 shares 23,423 $957K 0.01% +12,723 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,903 shares; 2023Q1: 1,741 shares; 2023Q2: 2,341 shares; 2023Q3: 2,838 shares; 2023Q4: 4,874 shares 4,874 $957K 0.01% +2,036 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,794 shares; 2023Q1: 1,858 shares; 2023Q2: 1,879 shares; 2023Q3: 2,374 shares; 2023Q4: 7,774 shares 7,774 $956K 0.01% +5,400 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,524 shares; 2022Q3: 7,325 shares; 2022Q4: 8,010 shares; 2023Q1: 6,609 shares; 2023Q2: 10,556 shares; 2023Q3: 6,642 shares; 2023Q4: 6,721 shares 6,721 $955K 0.01% +79 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,927 shares; 2022Q3: 2,181 shares; 2022Q4: 3,213 shares; 2023Q1: 3,272 shares; 2023Q2: 3,523 shares; 2023Q3: 3,985 shares; 2023Q4: 4,284 shares 4,284 $954K 0.01% +299 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 142,467 shares; 2022Q3: 122,894 shares; 2022Q4: 130,605 shares; 2023Q1: 128,699 shares; 2023Q2: 129,313 shares; 2023Q3: 144,783 shares; 2023Q4: 122,614 shares 122,614 $953K 0.01% -22,169 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,744 shares; 2023Q1: 1,897 shares; 2023Q2: 5,974 shares; 2023Q3: 5,941 shares; 2023Q4: 5,774 shares 5,774 $952K 0.01% -167 Timeline PSI 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 2,911 shares; 2022Q4: 3,138 shares; 2023Q1: 2,408 shares; 2023Q2: 4,778 shares; 2023Q3: 19,209 shares; 2023Q4: 19,209 shares 19,209 $951K 0.01% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 8,477 shares; 2022Q4: 7,398 shares; 2023Q1: 4,122 shares; 2023Q2: 10,089 shares; 2023Q3: 21,180 shares; 2023Q4: 10,173 shares 10,173 $950K 0.01% -11,007 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3,918 shares; 2023Q2: 3,493 shares; 2023Q3: 4,253 shares; 2023Q4: 4,980 shares 4,980 $948K 0.01% +727 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 18,739 shares; 2023Q1: 16,320 shares; 2023Q2: 16,320 shares; 2023Q3: 20,281 shares; 2023Q4: 20,854 shares 20,854 $947K 0.01% +573 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,039 shares; 2023Q2: not reported; 2023Q3: 29,819 shares; 2023Q4: 31,643 shares 31,643 $947K 0.01% +1,824 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,400 shares; 2022Q3: 11,100 shares; 2022Q4: 11,994 shares; 2023Q1: 10,713 shares; 2023Q2: 10,827 shares; 2023Q3: 12,194 shares; 2023Q4: 13,824 shares 13,824 $943K 0.01% +1,630 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,841 shares; 2022Q3: 31,504 shares; 2022Q4: 22,034 shares; 2023Q1: 20,120 shares; 2023Q2: 20,498 shares; 2023Q3: 21,849 shares; 2023Q4: 21,067 shares 21,067 $941K 0.01% -782 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 45,174 shares; 2022Q3: 45,389 shares; 2022Q4: 52,493 shares; 2023Q1: 53,262 shares; 2023Q2: 45,723 shares; 2023Q3: 46,022 shares; 2023Q4: 41,530 shares 41,530 $941K 0.01% -4,492 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,755 shares; 2022Q3: 18,664 shares; 2022Q4: 22,595 shares; 2023Q1: 22,867 shares; 2023Q2: 23,165 shares; 2023Q3: 24,209 shares; 2023Q4: 23,952 shares 23,952 $940K 0.01% -257 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,174 shares; 2022Q3: 2,981 shares; 2022Q4: 4,876 shares; 2023Q1: 4,369 shares; 2023Q2: 5,076 shares; 2023Q3: 6,055 shares; 2023Q4: 7,401 shares 7,401 $938K 0.01% +1,346 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; 2022Q1: restricted; 2022Q2: 3,594 shares; 2022Q3: 3,454 shares; 2022Q4: 6,108 shares; 2023Q1: 5,102 shares; 2023Q2: 6,301 shares; 2023Q3: 6,120 shares; 2023Q4: 6,842 shares 6,842 $936K 0.01% +722 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; 2022Q1: restricted; 2022Q2: 16,054 shares; 2022Q3: 15,935 shares; 2022Q4: 16,617 shares; 2023Q1: 13,694 shares; 2023Q2: 14,207 shares; 2023Q3: 15,943 shares; 2023Q4: 18,334 shares 18,334 $935K 0.01% +2,391 Timeline XSLV 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; 2022Q1: restricted; 2022Q2: 19,296 shares; 2022Q3: 20,379 shares; 2022Q4: 30,565 shares; 2023Q1: 35,515 shares; 2023Q2: 21,012 shares; 2023Q3: 22,049 shares; 2023Q4: 21,112 shares 21,112 $932K 0.01% -937 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; 2022Q1: restricted; 2022Q2: 20,515 shares; 2022Q3: 23,086 shares; 2022Q4: 49,584 shares; 2023Q1: 57,213 shares; 2023Q2: 73,799 shares; 2023Q3: 44,824 shares; 2023Q4: 46,997 shares 46,997 $931K 0.01% +2,173 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 16,094 shares; 2023Q1: 17,642 shares; 2023Q2: 19,257 shares; 2023Q3: 12,470 shares; 2023Q4: 13,931 shares 13,931 $929K 0.01% +1,461 Timeline VIRTUS ALLIANZGI CONVERTIBL… VIRTUS ALLIANZGI CONVERTIBLE & More: the full row for VIRTUS ALLIANZGI CONVERTIBLE & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 257,024 shares; 2022Q3: 242,516 shares; 2022Q4: 263,004 shares; 2023Q1: 269,559 shares; 2023Q2: 274,123 shares; 2023Q3: 282,079 shares; 2023Q4: 274,363 shares 274,363 $925K 0.01% -7,716 WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,170 shares; 2022Q3: 11,175 shares; 2022Q4: 11,983 shares; 2023Q1: 12,285 shares; 2023Q2: 11,951 shares; 2023Q3: 11,642 shares; 2023Q4: 11,483 shares 11,483 $923K 0.01% -159 Timeline FLMB 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; 2022Q1: restricted; 2022Q2: 28,608 shares; 2022Q3: 34,313 shares; 2022Q4: 35,151 shares; 2023Q1: 36,864 shares; 2023Q2: 37,152 shares; 2023Q3: 38,494 shares; 2023Q4: 38,221 shares 38,221 $922K 0.01% -273 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 21,813 shares; 2022Q3: 20,748 shares; 2022Q4: 26,297 shares; 2023Q1: 28,522 shares; 2023Q2: 27,421 shares; 2023Q3: 25,575 shares; 2023Q4: 25,839 shares 25,839 $921K 0.01% +264 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,122 shares; 2022Q3: 4,091 shares; 2022Q4: 5,925 shares; 2023Q1: 5,506 shares; 2023Q2: 7,520 shares; 2023Q3: 19,779 shares; 2023Q4: 21,381 shares 21,381 $916K 0.01% +1,602 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 60,646 shares; 2022Q3: 68,651 shares; 2022Q4: 59,941 shares; 2023Q1: 48,555 shares; 2023Q2: 45,176 shares; 2023Q3: 45,684 shares; 2023Q4: 47,998 shares 47,998 $912K 0.01% +2,314 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 65,380 shares; 2022Q3: 68,589 shares; 2022Q4: 77,474 shares; 2023Q1: 76,488 shares; 2023Q2: 79,894 shares; 2023Q3: 77,649 shares; 2023Q4: 70,853 shares 70,853 $909K 0.01% -6,796 Timeline GOCT 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 28,045 shares 28,045 $907K 0.01% new 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,188 shares; 2023Q1: 1,928 shares; 2023Q2: 2,171 shares; 2023Q3: 2,237 shares; 2023Q4: 2,682 shares 2,682 $904K 0.01% +445 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 8,527 shares; 2023Q1: 21,531 shares; 2023Q2: 21,680 shares; 2023Q3: 20,531 shares; 2023Q4: 19,842 shares 19,842 $901K 0.01% -689 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,180 shares; 2022Q3: 34,886 shares; 2022Q4: 39,033 shares; 2023Q1: 34,109 shares; 2023Q2: 23,134 shares; 2023Q3: 18,688 shares; 2023Q4: 25,211 shares 25,211 $901K 0.01% +6,523 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,857 shares; 2022Q3: 5,007 shares; 2022Q4: 8,814 shares; 2023Q1: 11,557 shares; 2023Q2: 10,788 shares; 2023Q3: 13,264 shares; 2023Q4: 17,559 shares 17,559 $897K <0.01% +4,295 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,607 shares; 2022Q3: 9,687 shares; 2022Q4: 22,258 shares; 2023Q1: 24,003 shares; 2023Q2: 24,763 shares; 2023Q3: 24,818 shares; 2023Q4: 25,339 shares 25,339 $896K <0.01% +521 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 13,142 shares; 2023Q1: 23,757 shares; 2023Q2: 23,739 shares; 2023Q3: 17,363 shares; 2023Q4: 24,337 shares 24,337 $896K <0.01% +6,974 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,515 shares; 2022Q3: 9,339 shares; 2022Q4: 12,941 shares; 2023Q1: 13,758 shares; 2023Q2: 14,521 shares; 2023Q3: 19,399 shares; 2023Q4: 17,009 shares 17,009 $896K <0.01% -2,390 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 69,596 shares; 2022Q3: 90,135 shares; 2022Q4: 68,246 shares; 2023Q1: 73,034 shares; 2023Q2: 77,490 shares; 2023Q3: 70,229 shares; 2023Q4: 72,100 shares 72,100 $895K <0.01% +1,871 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,606 shares; 2022Q3: 7,253 shares; 2022Q4: 10,827 shares; 2023Q1: 9,424 shares; 2023Q2: 10,406 shares; 2023Q3: 14,806 shares; 2023Q4: 20,564 shares 20,564 $891K <0.01% +5,758 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 16,316 shares; 2023Q1: 19,045 shares; 2023Q2: 20,792 shares; 2023Q3: 33,716 shares; 2023Q4: 35,984 shares 35,984 $891K <0.01% +2,268 EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,775 shares; 2023Q2: 4,231 shares; 2023Q3: 4,835 shares; 2023Q4: 5,203 shares 5,203 $890K <0.01% +368 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; 2022Q1: restricted; 2022Q2: 19,225 shares; 2022Q3: 19,782 shares; 2022Q4: 16,100 shares; 2023Q1: 17,710 shares; 2023Q2: 10,302 shares; 2023Q3: 16,710 shares; 2023Q4: 15,370 shares 15,370 $887K <0.01% -1,340 Timeline NXTG 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; 2022Q1: restricted; 2022Q2: 14,619 shares; 2022Q3: 18,240 shares; 2022Q4: 16,982 shares; 2023Q1: 16,102 shares; 2023Q2: 14,493 shares; 2023Q3: 21,991 shares; 2023Q4: 11,556 shares 11,556 $887K <0.01% -10,435 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30,794 shares; 2022Q3: 34,624 shares; 2022Q4: 83,812 shares; 2023Q1: 87,599 shares; 2023Q2: 99,447 shares; 2023Q3: 96,527 shares; 2023Q4: 39,966 shares 39,966 $883K <0.01% -56,561 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,520 shares; 2022Q3: 2,513 shares; 2022Q4: 16,093 shares; 2023Q1: 15,385 shares; 2023Q2: 14,592 shares; 2023Q3: 12,506 shares; 2023Q4: 11,429 shares 11,429 $882K <0.01% -1,077 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,990 shares; 2022Q3: 7,571 shares; 2022Q4: 11,116 shares; 2023Q1: 11,045 shares; 2023Q2: 6,284 shares; 2023Q3: 6,657 shares; 2023Q4: 6,621 shares 6,621 $881K <0.01% -36 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 79,534 shares; 2022Q3: 114,592 shares; 2022Q4: 136,617 shares; 2023Q1: 137,734 shares; 2023Q2: 71,466 shares; 2023Q3: 74,714 shares; 2023Q4: 74,448 shares 74,448 $880K <0.01% -266 Timeline JGRO 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 8,171 shares; 2023Q1: 15,502 shares; 2023Q2: 16,292 shares; 2023Q3: 15,584 shares; 2023Q4: 14,403 shares 14,403 $880K <0.01% -1,181 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 19,423 shares 19,423 $879K <0.01% new Timeline FLCA 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; 2022Q1: restricted; 2022Q2: 13,257 shares; 2022Q3: 16,094 shares; 2022Q4: 22,922 shares; 2023Q1: 24,151 shares; 2023Q2: 23,720 shares; 2023Q3: 25,147 shares; 2023Q4: 26,401 shares 26,401 $878K <0.01% +1,254 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,431 shares; 2022Q3: 10,653 shares; 2022Q4: 14,476 shares; 2023Q1: 13,824 shares; 2023Q2: 12,888 shares; 2023Q3: 13,714 shares; 2023Q4: 16,811 shares 16,811 $878K <0.01% +3,097 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,653 shares; 2022Q3: 8,579 shares; 2022Q4: 9,509 shares; 2023Q1: 4,920 shares; 2023Q2: 9,273 shares; 2023Q3: 9,403 shares; 2023Q4: 11,524 shares 11,524 $877K <0.01% +2,121 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 32,886 shares; 2022Q3: 35,585 shares; 2022Q4: 26,452 shares; 2023Q1: 34,970 shares; 2023Q2: 38,977 shares; 2023Q3: 38,582 shares; 2023Q4: 41,926 shares 41,926 $875K <0.01% +3,344 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,733 shares; 2022Q3: 4,750 shares; 2022Q4: 5,749 shares; 2023Q1: 5,181 shares; 2023Q2: 5,193 shares; 2023Q3: 9,685 shares; 2023Q4: 9,423 shares 9,423 $874K <0.01% -262 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,722 shares; 2023Q3: 4,645 shares; 2023Q4: 7,191 shares 7,191 $873K <0.01% +2,546 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 514 shares; 2023Q1: 582 shares; 2023Q2: 548 shares; 2023Q3: 575 shares; 2023Q4: 614 shares 614 $872K <0.01% +39 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,782 shares; 2022Q3: 5,583 shares; 2022Q4: 8,842 shares; 2023Q1: 9,034 shares; 2023Q2: 9,281 shares; 2023Q3: 9,990 shares; 2023Q4: 10,084 shares 10,084 $871K <0.01% +94 Timeline VRP 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; 2022Q1: restricted; 2022Q2: 69,674 shares; 2022Q3: 74,164 shares; 2022Q4: 42,270 shares; 2023Q1: 41,140 shares; 2023Q2: 40,428 shares; 2023Q3: 37,580 shares; 2023Q4: 37,714 shares 37,714 $870K <0.01% +134 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 22,175 shares; 2022Q3: 39,980 shares; 2022Q4: 34,383 shares; 2023Q1: 40,457 shares; 2023Q2: 36,214 shares; 2023Q3: 44,727 shares; 2023Q4: 45,887 shares 45,887 $870K <0.01% +1,160 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,221 shares; 2022Q3: 5,988 shares; 2022Q4: 4,965 shares; 2023Q1: 5,181 shares; 2023Q2: 3,834 shares; 2023Q3: 5,131 shares; 2023Q4: 5,262 shares 5,262 $870K <0.01% +131 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 54,626 shares; 2022Q3: 57,125 shares; 2022Q4: 57,472 shares; 2023Q1: 60,201 shares; 2023Q2: 60,952 shares; 2023Q3: 62,559 shares; 2023Q4: 70,322 shares 70,322 $865K <0.01% +7,763 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 21,405 shares; 2022Q3: 21,035 shares; 2022Q4: 19,385 shares; 2023Q1: 25,737 shares; 2023Q2: 23,737 shares; 2023Q3: 23,600 shares; 2023Q4: 23,600 shares 23,600 $864K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 22,587 shares; 2022Q3: 22,408 shares; 2022Q4: 31,526 shares; 2023Q1: 34,272 shares; 2023Q2: 37,058 shares; 2023Q3: 37,479 shares; 2023Q4: 31,897 shares 31,897 $860K <0.01% -5,582 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,966 shares; 2022Q3: 4,210 shares; 2022Q4: 6,669 shares; 2023Q1: 6,030 shares; 2023Q2: 6,359 shares; 2023Q3: 6,519 shares; 2023Q4: 7,064 shares 7,064 $860K <0.01% +545 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,202 shares; 2022Q3: 7,114 shares; 2022Q4: 23,942 shares; 2023Q1: 23,602 shares; 2023Q2: 25,454 shares; 2023Q3: 21,366 shares; 2023Q4: 20,990 shares 20,990 $858K <0.01% -376 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; 2022Q1: restricted; 2022Q2: 1,706 shares; 2022Q3: 1,615 shares; 2022Q4: 2,465 shares; 2023Q1: 3,794 shares; 2023Q2: 3,935 shares; 2023Q3: 5,350 shares; 2023Q4: 4,584 shares 4,584 $858K <0.01% -766 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 101,836 shares; 2023Q1: 57,923 shares; 2023Q2: not reported; 2023Q3: 45,261 shares; 2023Q4: 66,266 shares 66,266 $855K <0.01% +21,005 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,968 shares; 2022Q3: 4,220 shares; 2022Q4: 5,105 shares; 2023Q1: 5,612 shares; 2023Q2: 8,265 shares; 2023Q3: 9,490 shares; 2023Q4: 12,014 shares 12,014 $854K <0.01% +2,524 Timeline VIPER ENERGY INC-CL A VIPER ENERGY INC-CL A More: the full row for VIPER ENERGY INC-CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 27,223 shares 27,223 $854K <0.01% new RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 33,006 shares; 2022Q3: 34,610 shares; 2022Q4: 35,723 shares; 2023Q1: 40,377 shares; 2023Q2: 11,942 shares; 2023Q3: 17,447 shares; 2023Q4: 43,511 shares 43,511 $854K <0.01% +26,064 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; 2022Q1: restricted; 2022Q2: 4,671 shares; 2022Q3: 4,030 shares; 2022Q4: 9,659 shares; 2023Q1: 8,389 shares; 2023Q2: 7,379 shares; 2023Q3: 6,315 shares; 2023Q4: 7,200 shares 7,200 $852K <0.01% +885 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 14,937 shares; 2022Q4: 23,867 shares; 2023Q1: 30,898 shares; 2023Q2: 28,871 shares; 2023Q3: 20,888 shares; 2023Q4: 19,388 shares 19,388 $852K <0.01% -1,500 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,340 shares; 2023Q1: 2,400 shares; 2023Q2: 2,233 shares; 2023Q3: 2,232 shares; 2023Q4: 2,273 shares 2,273 $851K <0.01% +41 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,445 shares; 2022Q3: 11,878 shares; 2022Q4: 11,322 shares; 2023Q1: 11,860 shares; 2023Q2: 14,140 shares; 2023Q3: 15,943 shares; 2023Q4: 17,246 shares 17,246 $849K <0.01% +1,303 Timeline NVBW 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 23,616 shares; 2023Q1: 24,316 shares; 2023Q2: 11,003 shares; 2023Q3: 11,003 shares; 2023Q4: 29,825 shares 29,825 $847K <0.01% +18,822 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,804 shares; 2022Q3: 8,971 shares; 2022Q4: 22,117 shares; 2023Q1: 24,532 shares; 2023Q2: 24,722 shares; 2023Q3: 25,280 shares; 2023Q4: 35,834 shares 35,834 $847K <0.01% +10,554 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 17,984 shares; 2022Q3: 16,838 shares; 2022Q4: 16,786 shares; 2023Q1: 16,411 shares; 2023Q2: 16,224 shares; 2023Q3: 17,200 shares; 2023Q4: 19,239 shares 19,239 $847K <0.01% +2,039 Timeline FLCB 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 33,570 shares; 2023Q1: 36,528 shares; 2023Q2: 43,167 shares; 2023Q3: 47,987 shares; 2023Q4: 39,135 shares 39,135 $846K <0.01% -8,852 Timeline FTRI 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; 2022Q1: restricted; 2022Q2: 278,170 shares; 2022Q3: 135,636 shares; 2022Q4: 241,519 shares; 2023Q1: 187,390 shares; 2023Q2: 91,308 shares; 2023Q3: 102,265 shares; 2023Q4: 64,950 shares 64,950 $846K <0.01% -37,315 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,035 shares; 2022Q3: 6,544 shares; 2022Q4: 5,286 shares; 2023Q1: 5,221 shares; 2023Q2: 4,821 shares; 2023Q3: 10,021 shares; 2023Q4: 8,288 shares 8,288 $845K <0.01% -1,733 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 8,292 shares; 2023Q1: 9,318 shares; 2023Q2: 8,741 shares; 2023Q3: 8,218 shares; 2023Q4: 5,699 shares 5,699 $845K <0.01% -2,519 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,615 shares; 2023Q3: 22,214 shares; 2023Q4: 31,277 shares 31,277 $844K <0.01% +9,063 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 180,982 shares; 2022Q3: 196,566 shares; 2022Q4: 169,329 shares; 2023Q1: 20,315 shares; 2023Q2: 17,805 shares; 2023Q3: 17,943 shares; 2023Q4: 19,082 shares 19,082 $844K <0.01% +1,139 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 48,546 shares; 2023Q1: 64,164 shares; 2023Q2: not reported; 2023Q3: 58,365 shares; 2023Q4: 35,466 shares 35,466 $844K <0.01% -22,899 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,632 shares; 2022Q3: 7,126 shares; 2022Q4: 7,759 shares; 2023Q1: 8,111 shares; 2023Q2: 8,227 shares; 2023Q3: 7,785 shares; 2023Q4: 7,802 shares 7,802 $843K <0.01% +17 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,349 shares; 2022Q3: 8,448 shares; 2022Q4: 14,018 shares; 2023Q1: 17,182 shares; 2023Q2: 17,017 shares; 2023Q3: 16,611 shares; 2023Q4: 15,573 shares 15,573 $843K <0.01% -1,038 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,074 shares; 2023Q1: 6,946 shares; 2023Q2: 8,965 shares; 2023Q3: 10,249 shares; 2023Q4: 11,138 shares 11,138 $836K <0.01% +889 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,663 shares; 2022Q3: 7,002 shares; 2022Q4: 13,196 shares; 2023Q1: 13,721 shares; 2023Q2: 10,362 shares; 2023Q3: 6,236 shares; 2023Q4: 6,001 shares 6,001 $836K <0.01% -235 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,483 shares; 2022Q3: not reported; 2022Q4: 8,325 shares; 2023Q1: 10,115 shares; 2023Q2: 12,445 shares; 2023Q3: 12,586 shares; 2023Q4: 15,764 shares 15,764 $835K <0.01% +3,178 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,275 shares; 2023Q1: 3,387 shares; 2023Q2: 3,228 shares; 2023Q3: 3,349 shares; 2023Q4: 3,864 shares 3,864 $832K <0.01% +515 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,463 shares; 2022Q3: 6,727 shares; 2022Q4: 7,132 shares; 2023Q1: 6,382 shares; 2023Q2: 7,665 shares; 2023Q3: 7,169 shares; 2023Q4: 8,631 shares 8,631 $832K <0.01% +1,462 Timeline JULT 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; 2022Q1: restricted; 2022Q2: 15,948 shares; 2022Q3: 22,695 shares; 2022Q4: 24,468 shares; 2023Q1: 23,760 shares; 2023Q2: 22,776 shares; 2023Q3: 25,157 shares; 2023Q4: 24,759 shares 24,759 $832K <0.01% -398 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,421 shares; 2023Q3: 6,731 shares; 2023Q4: 7,028 shares 7,028 $830K <0.01% +297 Timeline CCIF CARLYLE CREDIT INCOME FUND More: the full row for CARLYLE CREDIT INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 123,806 shares; 2022Q3: 151,549 shares; 2022Q4: 148,695 shares; 2023Q1: 149,312 shares; 2023Q2: 145,597 shares; 2023Q3: 119,403 shares; 2023Q4: 104,265 shares 104,265 $829K <0.01% -15,138 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 2,089 shares; 2022Q4: 2,938 shares; 2023Q1: 2,913 shares; 2023Q2: 1,299 shares; 2023Q3: 2,977 shares; 2023Q4: 3,014 shares 3,014 $828K <0.01% +37 Timeline