FYX 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: 14,432 shares; 2022Q3: 15,744 shares; 2022Q4: 19,784 shares; 2023Q1: 20,994 shares; 2023Q2: 19,586 shares; 2023Q3: 21,840 shares; 2023Q4: 22,106 shares 22,106 $2.02M 0.03% +266 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 45,407 shares; 2022Q3: 38,836 shares; 2022Q4: 44,210 shares; 2023Q1: 41,262 shares; 2023Q2: 44,945 shares; 2023Q3: 42,949 shares; 2023Q4: 43,005 shares 43,005 $2.02M 0.03% +56 Timeline POST POST HLDGS INC More: the full row for POST 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: not reported; 2023Q2: not reported; 2023Q3: 22,816 shares; 2023Q4: 22,941 shares 22,941 $2.02M 0.03% +125 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,300 shares; 2023Q3: 10,745 shares; 2023Q4: 20,306 shares 20,306 $2.01M 0.03% +9,561 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,184 shares; 2022Q3: 6,217 shares; 2022Q4: 13,400 shares; 2023Q1: 16,402 shares; 2023Q2: 29,641 shares; 2023Q3: 28,320 shares; 2023Q4: 29,194 shares 29,194 $2.01M 0.03% +874 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: 133,603 shares; 2022Q3: 180,238 shares; 2022Q4: 190,645 shares; 2023Q1: 161,168 shares; 2023Q2: 203,950 shares; 2023Q3: 170,722 shares; 2023Q4: 154,071 shares 154,071 $2.01M 0.03% -16,651 Timeline IJT 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: 16,150 shares; 2022Q3: 15,723 shares; 2022Q4: 16,370 shares; 2023Q1: 16,009 shares; 2023Q2: 15,579 shares; 2023Q3: 15,429 shares; 2023Q4: 16,011 shares 16,011 $2M 0.03% +582 Timeline SPTI 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: 9,824 shares; 2022Q3: 7,331 shares; 2022Q4: 49,626 shares; 2023Q1: 168,058 shares; 2023Q2: 48,706 shares; 2023Q3: 49,529 shares; 2023Q4: 70,149 shares 70,149 $2M 0.03% +20,620 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 88,245 shares; 2022Q3: 65,051 shares; 2022Q4: 74,647 shares; 2023Q1: 92,325 shares; 2023Q2: 153,440 shares; 2023Q3: 116,522 shares; 2023Q4: 91,702 shares 91,702 $2M 0.03% -24,820 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 8,374 shares; 2023Q1: 74,315 shares; 2023Q2: 23,556 shares; 2023Q3: 23,411 shares; 2023Q4: 23,464 shares 23,464 $1.99M 0.03% +53 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20,855 shares; 2022Q3: 20,942 shares; 2022Q4: 24,513 shares; 2023Q1: 22,621 shares; 2023Q2: 21,806 shares; 2023Q3: 20,625 shares; 2023Q4: 20,873 shares 20,873 $1.97M 0.03% +248 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 29,088 shares; 2023Q3: 86,989 shares; 2023Q4: 75,757 shares 75,757 $1.97M 0.03% -11,232 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,336 shares; 2022Q3: 15,179 shares; 2022Q4: 14,741 shares; 2023Q1: 13,950 shares; 2023Q2: 13,959 shares; 2023Q3: 14,348 shares; 2023Q4: 14,465 shares 14,465 $1.96M 0.03% +117 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 28,862 shares; 2022Q3: 28,837 shares; 2022Q4: 29,695 shares; 2023Q1: 29,519 shares; 2023Q2: 31,406 shares; 2023Q3: 31,346 shares; 2023Q4: 32,015 shares 32,015 $1.96M 0.03% +669 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 97,502 shares; 2022Q3: 58,965 shares; 2022Q4: 57,153 shares; 2023Q1: 51,925 shares; 2023Q2: 45,999 shares; 2023Q3: 38,373 shares; 2023Q4: 46,779 shares 46,779 $1.94M 0.03% +8,406 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 34,453 shares; 2022Q3: 20,953 shares; 2022Q4: 22,631 shares; 2023Q1: 23,136 shares; 2023Q2: 25,482 shares; 2023Q3: 25,377 shares; 2023Q4: 26,540 shares 26,540 $1.94M 0.03% +1,163 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 799,510 shares; 2022Q3: 265,153 shares; 2022Q4: 305,576 shares; 2023Q1: 269,633 shares; 2023Q2: 179,232 shares; 2023Q3: 125,584 shares; 2023Q4: 86,098 shares 86,098 $1.93M 0.03% -39,486 Timeline HYLB 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: 14,416 shares; 2023Q1: 14,910 shares; 2023Q2: 19,743 shares; 2023Q3: 41,255 shares; 2023Q4: 54,148 shares 54,148 $1.92M 0.03% +12,893 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 22,823 shares; 2022Q3: 22,178 shares; 2022Q4: 26,574 shares; 2023Q1: 24,183 shares; 2023Q2: 23,081 shares; 2023Q3: 23,835 shares; 2023Q4: 24,047 shares 24,047 $1.92M 0.03% +212 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 26,696 shares; 2022Q3: 25,816 shares; 2022Q4: 30,032 shares; 2023Q1: 32,177 shares; 2023Q2: 34,354 shares; 2023Q3: 34,566 shares; 2023Q4: 53,291 shares 53,291 $1.91M 0.03% +18,725 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 48,781 shares; 2022Q3: 35,708 shares; 2022Q4: 45,883 shares; 2023Q1: 43,661 shares; 2023Q2: 39,924 shares; 2023Q3: 36,170 shares; 2023Q4: 37,029 shares 37,029 $1.91M 0.03% +859 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: 2,416 shares; 2022Q4: 2,155 shares; 2023Q1: 2,444 shares; 2023Q2: 10,734 shares; 2023Q3: 11,444 shares; 2023Q4: 11,574 shares 11,574 $1.91M 0.03% +130 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,248 shares; 2022Q3: 818 shares; 2022Q4: 1,770 shares; 2023Q1: 1,708 shares; 2023Q2: 2,359 shares; 2023Q3: 2,366 shares; 2023Q4: 3,150 shares 3,150 $1.9M 0.03% +784 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,944 shares; 2022Q3: 22,010 shares; 2022Q4: 10,548 shares; 2023Q1: 10,908 shares; 2023Q2: 10,282 shares; 2023Q3: 10,659 shares; 2023Q4: 10,161 shares 10,161 $1.9M 0.03% -498 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 43,541 shares; 2022Q3: 43,549 shares; 2022Q4: 40,979 shares; 2023Q1: 51,779 shares; 2023Q2: 69,032 shares; 2023Q3: 52,575 shares; 2023Q4: 46,992 shares 46,992 $1.89M 0.03% -5,583 Timeline DNOV 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: 219,692 shares; 2022Q3: 206,317 shares; 2022Q4: 65,486 shares; 2023Q1: 61,276 shares; 2023Q2: 62,842 shares; 2023Q3: 55,072 shares; 2023Q4: 48,642 shares 48,642 $1.88M 0.03% -6,430 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: 6,272 shares; 2022Q3: 6,429 shares; 2022Q4: 5,937 shares; 2023Q1: 5,450 shares; 2023Q2: 5,459 shares; 2023Q3: 32,632 shares; 2023Q4: 35,307 shares 35,307 $1.88M 0.03% +2,675 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,493 shares; 2022Q3: 7,373 shares; 2022Q4: 7,644 shares; 2023Q1: 7,592 shares; 2023Q2: 7,650 shares; 2023Q3: 7,880 shares; 2023Q4: 8,296 shares 8,296 $1.87M 0.03% +416 Timeline GAPR 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: 29,677 shares; 2023Q3: 33,699 shares; 2023Q4: 57,121 shares 57,121 $1.87M 0.03% +23,422 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,595 shares; 2022Q3: 3,603 shares; 2022Q4: 5,901 shares; 2023Q1: 8,640 shares; 2023Q2: 10,279 shares; 2023Q3: 9,219 shares; 2023Q4: 7,644 shares 7,644 $1.86M 0.03% -1,575 Timeline IHDG 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: 29,476 shares; 2022Q3: 41,129 shares; 2022Q4: 40,954 shares; 2023Q1: 45,089 shares; 2023Q2: 18,486 shares; 2023Q3: 19,376 shares; 2023Q4: 44,226 shares 44,226 $1.86M 0.03% +24,850 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: not reported; 2022Q3: not reported; 2022Q4: 7,051 shares; 2023Q1: 38,371 shares; 2023Q2: 39,897 shares; 2023Q3: 66,960 shares; 2023Q4: 55,042 shares 55,042 $1.86M 0.03% -11,918 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 84,401 shares; 2022Q3: 79,240 shares; 2022Q4: 44,679 shares; 2023Q1: 51,355 shares; 2023Q2: 90,368 shares; 2023Q3: 90,229 shares; 2023Q4: 108,007 shares 108,007 $1.85M 0.03% +17,778 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 64,209 shares; 2022Q3: 62,534 shares; 2022Q4: 59,689 shares; 2023Q1: 59,065 shares; 2023Q2: 58,489 shares; 2023Q3: 58,816 shares; 2023Q4: 58,445 shares 58,445 $1.85M 0.03% -371 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 21,271 shares; 2022Q4: 57,426 shares; 2023Q1: 58,271 shares; 2023Q2: 59,424 shares; 2023Q3: 62,967 shares; 2023Q4: 64,549 shares 64,549 $1.85M 0.03% +1,582 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 42,779 shares; 2022Q3: 50,401 shares; 2022Q4: 47,606 shares; 2023Q1: 170,760 shares; 2023Q2: 172,693 shares; 2023Q3: 234,592 shares; 2023Q4: 172,563 shares 172,563 $1.84M 0.03% -62,029 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,362 shares; 2022Q3: 2,593 shares; 2022Q4: 12,669 shares; 2023Q1: 19,062 shares; 2023Q2: 25,690 shares; 2023Q3: 11,101 shares; 2023Q4: 11,439 shares 11,439 $1.83M 0.03% +338 Timeline FFEB 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: 93,140 shares; 2022Q3: 89,921 shares; 2022Q4: 74,764 shares; 2023Q1: 216,091 shares; 2023Q2: 180,016 shares; 2023Q3: 43,848 shares; 2023Q4: 42,910 shares 42,910 $1.83M 0.03% -938 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,508 shares; 2022Q3: 10,982 shares; 2022Q4: 13,089 shares; 2023Q1: 12,101 shares; 2023Q2: 13,278 shares; 2023Q3: 13,883 shares; 2023Q4: 14,908 shares 14,908 $1.81M 0.03% +1,025 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 29,261 shares; 2022Q3: 42,291 shares; 2022Q4: 133,633 shares; 2023Q1: 125,327 shares; 2023Q2: 123,373 shares; 2023Q3: 62,085 shares; 2023Q4: 30,267 shares 30,267 $1.81M 0.03% -31,818 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,463 shares; 2022Q3: 4,700 shares; 2022Q4: 6,957 shares; 2023Q1: 8,487 shares; 2023Q2: 10,263 shares; 2023Q3: 11,188 shares; 2023Q4: 11,323 shares 11,323 $1.8M 0.02% +135 Timeline PMAR 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: 23,390 shares; 2022Q3: 26,419 shares; 2022Q4: 26,419 shares; 2023Q1: 53,181 shares; 2023Q2: 52,355 shares; 2023Q3: 51,992 shares; 2023Q4: 50,546 shares 50,546 $1.8M 0.02% -1,446 Timeline USIG 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: 19,859 shares; 2023Q1: 20,056 shares; 2023Q2: 28,653 shares; 2023Q3: 31,303 shares; 2023Q4: 35,122 shares 35,122 $1.8M 0.02% +3,819 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30,110 shares; 2022Q3: 28,267 shares; 2022Q4: 51,560 shares; 2023Q1: 43,347 shares; 2023Q2: 39,113 shares; 2023Q3: 36,590 shares; 2023Q4: 35,745 shares 35,745 $1.8M 0.02% -845 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: 83,836 shares; 2022Q3: 87,141 shares; 2022Q4: 82,530 shares; 2023Q1: 72,118 shares; 2023Q2: 69,571 shares; 2023Q3: 53,207 shares; 2023Q4: 48,949 shares 48,949 $1.79M 0.02% -4,258 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: not reported; 2022Q3: 15,339 shares; 2022Q4: 13,285 shares; 2023Q1: 11,358 shares; 2023Q2: 10,270 shares; 2023Q3: 52,831 shares; 2023Q4: 49,684 shares 49,684 $1.79M 0.02% -3,147 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,637 shares; 2022Q3: 6,877 shares; 2022Q4: 13,474 shares; 2023Q1: 13,449 shares; 2023Q2: 13,956 shares; 2023Q3: 14,895 shares; 2023Q4: 14,731 shares 14,731 $1.78M 0.02% -164 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,721 shares; 2022Q3: 15,538 shares; 2022Q4: 14,654 shares; 2023Q1: 19,591 shares; 2023Q2: 19,572 shares; 2023Q3: 19,728 shares; 2023Q4: 19,742 shares 19,742 $1.78M 0.02% +14 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,091 shares; 2022Q3: 9,125 shares; 2022Q4: 6,398 shares; 2023Q1: 6,559 shares; 2023Q2: 7,531 shares; 2023Q3: 7,540 shares; 2023Q4: 8,086 shares 8,086 $1.78M 0.02% +546 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,793 shares; 2022Q3: not reported; 2022Q4: 18,641 shares; 2023Q1: 21,870 shares; 2023Q2: 24,264 shares; 2023Q3: 26,268 shares; 2023Q4: 26,580 shares 26,580 $1.77M 0.02% +312 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 668 shares; 2023Q3: 831 shares; 2023Q4: 1,513 shares 1,513 $1.76M 0.02% +682 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: not reported; 2022Q3: not reported; 2022Q4: 85,930 shares; 2023Q1: 86,183 shares; 2023Q2: 89,025 shares; 2023Q3: 82,430 shares; 2023Q4: 84,689 shares 84,689 $1.73M 0.02% +2,259 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,337 shares; 2022Q3: 17,020 shares; 2022Q4: 14,468 shares; 2023Q1: 15,806 shares; 2023Q2: 17,126 shares; 2023Q3: 19,106 shares; 2023Q4: 20,848 shares 20,848 $1.72M 0.02% +1,742 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,409 shares; 2022Q3: 13,926 shares; 2022Q4: 16,356 shares; 2023Q1: 13,257 shares; 2023Q2: 11,647 shares; 2023Q3: 23,263 shares; 2023Q4: 23,014 shares 23,014 $1.71M 0.02% -249 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,070 shares; 2022Q3: 4,972 shares; 2022Q4: 4,877 shares; 2023Q1: 4,829 shares; 2023Q2: 5,027 shares; 2023Q3: 5,150 shares; 2023Q4: 5,464 shares 5,464 $1.7M 0.02% +314 Timeline IGIB 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: 28,947 shares; 2022Q3: 28,562 shares; 2022Q4: 51,193 shares; 2023Q1: 49,688 shares; 2023Q2: 80,326 shares; 2023Q3: 82,050 shares; 2023Q4: 32,516 shares 32,516 $1.69M 0.02% -49,534 Timeline CMBS 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: 18,175 shares; 2023Q2: 23,114 shares; 2023Q3: 26,008 shares; 2023Q4: 36,130 shares 36,130 $1.69M 0.02% +10,122 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,870 shares; 2022Q3: 3,600 shares; 2022Q4: 5,173 shares; 2023Q1: 3,134 shares; 2023Q2: 3,484 shares; 2023Q3: 3,455 shares; 2023Q4: 3,305 shares 3,305 $1.69M 0.02% -150 Timeline JNK 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: 3,540 shares; 2022Q3: 4,322 shares; 2022Q4: 17,470 shares; 2023Q1: 8,607 shares; 2023Q2: 19,888 shares; 2023Q3: 23,970 shares; 2023Q4: 17,835 shares 17,835 $1.69M 0.02% -6,135 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,484,509 shares; 2022Q3: 1,537,944 shares; 2022Q4: 1,578,646 shares; 2023Q1: 1,130,558 shares; 2023Q2: 1,089,435 shares; 2023Q3: 1,055,559 shares; 2023Q4: 953,854 shares 953,854 $1.69M 0.02% -101,705 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: 16,983 shares; 2023Q3: 18,877 shares; 2023Q4: 21,225 shares 21,225 $1.69M 0.02% +2,348 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 59,896 shares; 2022Q3: 36,008 shares; 2022Q4: 38,503 shares; 2023Q1: 35,790 shares; 2023Q2: 35,203 shares; 2023Q3: 11,758 shares; 2023Q4: 15,394 shares 15,394 $1.68M 0.02% +3,636 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,524 shares; 2022Q3: 9,988 shares; 2022Q4: 13,625 shares; 2023Q1: 12,085 shares; 2023Q2: 6,795 shares; 2023Q3: 8,382 shares; 2023Q4: 7,813 shares 7,813 $1.68M 0.02% -569 Timeline MTUM 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: 24,974 shares; 2022Q3: 15,250 shares; 2022Q4: 43,641 shares; 2023Q1: 18,118 shares; 2023Q2: 14,250 shares; 2023Q3: 12,165 shares; 2023Q4: 10,700 shares 10,700 $1.68M 0.02% -1,465 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 22,402 shares; 2023Q1: 26,308 shares; 2023Q2: 23,576 shares; 2023Q3: 26,973 shares; 2023Q4: 25,652 shares 25,652 $1.68M 0.02% -1,321 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,031 shares; 2022Q3: 2,005 shares; 2022Q4: 1,655 shares; 2023Q1: 1,732 shares; 2023Q2: 1,718 shares; 2023Q3: 1,912 shares; 2023Q4: 1,764 shares 1,764 $1.68M 0.02% -148 Timeline IBB 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: 15,055 shares; 2022Q3: 30,187 shares; 2022Q4: 32,146 shares; 2023Q1: 13,935 shares; 2023Q2: 13,337 shares; 2023Q3: 12,742 shares; 2023Q4: 12,310 shares 12,310 $1.67M 0.02% -432 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 62,440 shares; 2022Q3: 71,059 shares; 2022Q4: 73,147 shares; 2023Q1: 94,555 shares; 2023Q2: 79,964 shares; 2023Q3: 75,492 shares; 2023Q4: 63,753 shares 63,753 $1.66M 0.02% -11,739 DSI 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: 6,268 shares; 2022Q3: 6,810 shares; 2022Q4: 17,875 shares; 2023Q1: 15,827 shares; 2023Q2: 16,849 shares; 2023Q3: 16,494 shares; 2023Q4: 18,177 shares 18,177 $1.65M 0.02% +1,683 Timeline MLPA 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: 17,748 shares; 2022Q3: 19,802 shares; 2022Q4: 34,460 shares; 2023Q1: 32,928 shares; 2023Q2: 35,220 shares; 2023Q3: 37,322 shares; 2023Q4: 37,176 shares 37,176 $1.65M 0.02% -146 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 51,787 shares 51,787 $1.64M 0.02% new 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: 10,597 shares; 2022Q3: 10,709 shares; 2022Q4: 37,799 shares; 2023Q1: 40,129 shares; 2023Q2: 41,913 shares; 2023Q3: 43,053 shares; 2023Q4: 45,271 shares 45,271 $1.64M 0.02% +2,218 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,252 shares; 2022Q3: 2,262 shares; 2022Q4: 7,506 shares; 2023Q1: 7,264 shares; 2023Q2: 6,850 shares; 2023Q3: 11,920 shares; 2023Q4: 7,417 shares 7,417 $1.63M 0.02% -4,503 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 40,076 shares; 2022Q3: 27,564 shares; 2022Q4: 30,176 shares; 2023Q1: 33,609 shares; 2023Q2: 111,411 shares; 2023Q3: 50,638 shares; 2023Q4: 38,329 shares 38,329 $1.63M 0.02% -12,309 Timeline FPEI 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: 51,832 shares; 2022Q3: 51,832 shares; 2022Q4: 49,455 shares; 2023Q1: 45,169 shares; 2023Q2: 83,350 shares; 2023Q3: 84,741 shares; 2023Q4: 90,820 shares 90,820 $1.62M 0.02% +6,079 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 43,599 shares; 2022Q3: 41,376 shares; 2022Q4: 41,683 shares; 2023Q1: 45,920 shares; 2023Q2: 59,037 shares; 2023Q3: 59,770 shares; 2023Q4: 56,780 shares 56,780 $1.62M 0.02% -2,990 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,993 shares; 2022Q3: 16,368 shares; 2022Q4: 12,716 shares; 2023Q1: 8,763 shares; 2023Q2: 9,751 shares; 2023Q3: 8,120 shares; 2023Q4: 8,148 shares 8,148 $1.62M 0.02% +28 Timeline QYLG 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: 13,014 shares; 2023Q1: 17,741 shares; 2023Q2: 32,716 shares; 2023Q3: 50,350 shares; 2023Q4: 55,727 shares 55,727 $1.61M 0.02% +5,377 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,677 shares; 2022Q3: not reported; 2022Q4: 9,287 shares; 2023Q1: 6,304 shares; 2023Q2: 11,637 shares; 2023Q3: 9,463 shares; 2023Q4: 10,584 shares 10,584 $1.61M 0.02% +1,121 Timeline DES 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: 64,452 shares; 2022Q3: 68,573 shares; 2022Q4: 70,404 shares; 2023Q1: 46,100 shares; 2023Q2: 53,374 shares; 2023Q3: 49,537 shares; 2023Q4: 49,992 shares 49,992 $1.61M 0.02% +455 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,532 shares; 2022Q3: 3,492 shares; 2022Q4: 5,881 shares; 2023Q1: 5,910 shares; 2023Q2: 6,282 shares; 2023Q3: 6,363 shares; 2023Q4: 7,626 shares 7,626 $1.61M 0.02% +1,263 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: 2,380 shares; 2022Q3: 2,368 shares; 2022Q4: 2,796 shares; 2023Q1: 4,742 shares; 2023Q2: 5,782 shares; 2023Q3: 3,597 shares; 2023Q4: 3,746 shares 3,746 $1.6M 0.02% +149 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 43,136 shares; 2022Q3: 35,343 shares; 2022Q4: 30,362 shares; 2023Q1: 25,202 shares; 2023Q2: 23,994 shares; 2023Q3: 25,248 shares; 2023Q4: 30,593 shares 30,593 $1.59M 0.02% +5,345 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 149,488 shares; 2022Q3: 133,027 shares; 2022Q4: 134,717 shares; 2023Q1: 117,425 shares; 2023Q2: 113,773 shares; 2023Q3: 107,805 shares; 2023Q4: 103,896 shares 103,896 $1.59M 0.02% -3,909 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 16,386 shares; 2022Q3: 15,892 shares; 2022Q4: 16,804 shares; 2023Q1: 17,310 shares; 2023Q2: 20,561 shares; 2023Q3: 20,673 shares; 2023Q4: 20,657 shares 20,657 $1.59M 0.02% -16 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,303 shares; 2022Q3: 30,379 shares; 2022Q4: 31,706 shares; 2023Q1: 31,180 shares; 2023Q2: 32,731 shares; 2023Q3: 42,396 shares; 2023Q4: 42,958 shares 42,958 $1.59M 0.02% +562 Timeline PMAY 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: 14,311 shares; 2022Q3: 24,005 shares; 2022Q4: 22,305 shares; 2023Q1: 21,243 shares; 2023Q2: 58,017 shares; 2023Q3: 57,547 shares; 2023Q4: 50,344 shares 50,344 $1.58M 0.02% -7,203 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 12,796 shares; 2023Q1: 13,823 shares; 2023Q2: 15,541 shares; 2023Q3: 22,854 shares; 2023Q4: 30,244 shares 30,244 $1.58M 0.02% +7,390 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: 15,764 shares; 2022Q3: 15,339 shares; 2022Q4: 52,362 shares; 2023Q1: 50,082 shares; 2023Q2: 48,057 shares; 2023Q3: 43,177 shares; 2023Q4: 38,016 shares 38,016 $1.58M 0.02% -5,161 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 36,248 shares; 2022Q3: 52,606 shares; 2022Q4: 38,656 shares; 2023Q1: 24,145 shares; 2023Q2: 24,015 shares; 2023Q3: 24,211 shares; 2023Q4: 24,123 shares 24,123 $1.57M 0.02% -88 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 32,463 shares; 2022Q3: 35,679 shares; 2022Q4: 52,526 shares; 2023Q1: 54,052 shares; 2023Q2: 36,649 shares; 2023Q3: 28,629 shares; 2023Q4: 20,249 shares 20,249 $1.57M 0.02% -8,380 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: 35,661 shares; 2022Q3: 34,025 shares; 2022Q4: 34,525 shares; 2023Q1: 34,642 shares; 2023Q2: 37,359 shares; 2023Q3: 37,789 shares; 2023Q4: 39,971 shares 39,971 $1.57M 0.02% +2,182 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,634 shares; 2022Q3: 9,025 shares; 2022Q4: 12,536 shares; 2023Q1: 13,980 shares; 2023Q2: 11,670 shares; 2023Q3: 12,307 shares; 2023Q4: 12,030 shares 12,030 $1.56M 0.02% -277 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30,613 shares; 2022Q3: 11,849 shares; 2022Q4: 11,541 shares; 2023Q1: 22,155 shares; 2023Q2: 29,294 shares; 2023Q3: 27,510 shares; 2023Q4: 30,870 shares 30,870 $1.56M 0.02% +3,360 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,170 shares; 2022Q3: 7,897 shares; 2022Q4: 11,793 shares; 2023Q1: 9,755 shares; 2023Q2: 12,442 shares; 2023Q3: 11,388 shares; 2023Q4: 11,461 shares 11,461 $1.56M 0.02% +73 Timeline VLUE 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: 26,782 shares; 2022Q3: 27,282 shares; 2022Q4: 24,746 shares; 2023Q1: 15,728 shares; 2023Q2: 15,667 shares; 2023Q3: 15,920 shares; 2023Q4: 15,360 shares 15,360 $1.55M 0.02% -560 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,247 shares; 2023Q1: 3,627 shares; 2023Q2: 3,726 shares; 2023Q3: 3,758 shares; 2023Q4: 3,977 shares 3,977 $1.55M 0.02% +219 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 157,873 shares; 2022Q3: 143,562 shares; 2022Q4: 134,768 shares; 2023Q1: 144,454 shares; 2023Q2: 42,243 shares; 2023Q3: 37,158 shares; 2023Q4: 25,269 shares 25,269 $1.55M 0.02% -11,889 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,844 shares; 2022Q3: 12,228 shares; 2022Q4: 15,634 shares; 2023Q1: 15,132 shares; 2023Q2: 14,834 shares; 2023Q3: 14,469 shares; 2023Q4: 14,910 shares 14,910 $1.54M 0.02% +441 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 54,870 shares 54,870 $1.54M 0.02% new Timeline IHI 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: 44,946 shares; 2022Q3: 37,841 shares; 2022Q4: 37,736 shares; 2023Q1: 34,406 shares; 2023Q2: 31,981 shares; 2023Q3: 31,140 shares; 2023Q4: 28,484 shares 28,484 $1.54M 0.02% -2,656 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 54,120 shares; 2022Q3: 46,724 shares; 2022Q4: 20,230 shares; 2023Q1: 24,358 shares; 2023Q2: 25,167 shares; 2023Q3: 26,155 shares; 2023Q4: 42,748 shares 42,748 $1.53M 0.02% +16,593 Timeline MDYV 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: 17,392 shares; 2023Q1: 5,673 shares; 2023Q2: 7,708 shares; 2023Q3: 8,205 shares; 2023Q4: 20,822 shares 20,822 $1.53M 0.02% +12,617 Timeline SCHZ 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: 23,877 shares; 2022Q3: 23,868 shares; 2022Q4: 21,483 shares; 2023Q1: 21,667 shares; 2023Q2: 21,477 shares; 2023Q3: 26,737 shares; 2023Q4: 32,764 shares 32,764 $1.53M 0.02% +6,027 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 41,940 shares; 2023Q4: 45,170 shares 45,170 $1.52M 0.02% +3,230 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,469 shares; 2022Q3: 11,469 shares; 2022Q4: 11,387 shares; 2023Q1: 11,387 shares; 2023Q2: 11,237 shares; 2023Q3: 11,115 shares; 2023Q4: 10,504 shares 10,504 $1.52M 0.02% -611 Timeline FMB 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: 9,538 shares; 2022Q3: 9,141 shares; 2022Q4: 7,242 shares; 2023Q1: 11,875 shares; 2023Q2: 13,544 shares; 2023Q3: 29,080 shares; 2023Q4: 29,363 shares 29,363 $1.52M 0.02% +283 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 60,579 shares; 2023Q4: 70,239 shares 70,239 $1.51M 0.02% +9,660 Timeline BOND 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: 46,052 shares; 2022Q3: 28,324 shares; 2022Q4: 20,929 shares; 2023Q1: 19,467 shares; 2023Q2: 16,521 shares; 2023Q3: 19,816 shares; 2023Q4: 16,353 shares 16,353 $1.51M 0.02% -3,463 Timeline IOO 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: 29,772 shares; 2022Q3: 62,726 shares; 2022Q4: 69,911 shares; 2023Q1: 47,934 shares; 2023Q2: 18,341 shares; 2023Q3: 17,361 shares; 2023Q4: 18,747 shares 18,747 $1.51M 0.02% +1,386 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 368 shares; 2022Q3: not reported; 2022Q4: 311 shares; 2023Q1: 312 shares; 2023Q2: 319 shares; 2023Q3: 828 shares; 2023Q4: 959 shares 959 $1.51M 0.02% +131 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,597 shares; 2022Q3: 7,364 shares; 2022Q4: 9,642 shares; 2023Q1: 10,549 shares; 2023Q2: 10,801 shares; 2023Q3: 11,126 shares; 2023Q4: 11,257 shares 11,257 $1.5M 0.02% +131 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,511 shares; 2022Q3: 18,511 shares; 2022Q4: 17,124 shares; 2023Q1: 71,822 shares; 2023Q2: 67,549 shares; 2023Q3: 42,176 shares; 2023Q4: 45,777 shares 45,777 $1.49M 0.02% +3,601 Timeline GCOR 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: 25,871 shares; 2023Q1: 33,357 shares; 2023Q2: 33,808 shares; 2023Q3: 36,490 shares; 2023Q4: 35,675 shares 35,675 $1.49M 0.02% -815 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,178 shares; 2022Q3: 4,288 shares; 2022Q4: 6,175 shares; 2023Q1: 6,217 shares; 2023Q2: 6,727 shares; 2023Q3: 7,214 shares; 2023Q4: 9,003 shares 9,003 $1.48M 0.02% +1,789 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,326 shares; 2022Q3: 9,026 shares; 2022Q4: 13,891 shares; 2023Q1: 13,449 shares; 2023Q2: 16,379 shares; 2023Q3: 16,983 shares; 2023Q4: 17,242 shares 17,242 $1.48M 0.02% +259 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,442 shares; 2023Q1: 2,716 shares; 2023Q2: 2,825 shares; 2023Q3: 2,961 shares; 2023Q4: 6,511 shares 6,511 $1.46M 0.02% +3,550 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,273 shares; 2022Q3: 12,495 shares; 2022Q4: 12,433 shares; 2023Q1: 12,996 shares; 2023Q2: 12,764 shares; 2023Q3: 12,992 shares; 2023Q4: 12,715 shares 12,715 $1.46M 0.02% -277 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,998 shares; 2022Q3: 7,995 shares; 2022Q4: 10,367 shares; 2023Q1: 8,333 shares; 2023Q2: 10,776 shares; 2023Q3: 11,400 shares; 2023Q4: 10,520 shares 10,520 $1.46M 0.02% -880 Timeline ILCG 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: 19,797 shares; 2022Q3: 20,173 shares; 2022Q4: 19,819 shares; 2023Q1: 22,951 shares; 2023Q2: 23,828 shares; 2023Q3: 19,845 shares; 2023Q4: 21,474 shares 21,474 $1.46M 0.02% +1,629 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,045 shares; 2022Q3: 3,978 shares; 2022Q4: 2,827 shares; 2023Q1: 2,912 shares; 2023Q2: 3,214 shares; 2023Q3: 6,276 shares; 2023Q4: 7,068 shares 7,068 $1.45M 0.02% +792 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,757 shares; 2022Q3: 2,686 shares; 2022Q4: 6,122 shares; 2023Q1: 6,764 shares; 2023Q2: 6,283 shares; 2023Q3: 7,136 shares; 2023Q4: 12,878 shares 12,878 $1.45M 0.02% +5,742 ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,627 shares; 2022Q3: 3,766 shares; 2022Q4: 6,696 shares; 2023Q1: 5,608 shares; 2023Q2: 6,495 shares; 2023Q3: 6,834 shares; 2023Q4: 7,278 shares 7,278 $1.44M 0.02% +444 Timeline PJAN 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: 25,929 shares; 2022Q3: 18,450 shares; 2022Q4: 26,011 shares; 2023Q1: 27,209 shares; 2023Q2: 25,039 shares; 2023Q3: 16,623 shares; 2023Q4: 38,559 shares 38,559 $1.44M 0.02% +21,936 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,977 shares; 2022Q3: 1,926 shares; 2022Q4: 2,273 shares; 2023Q1: 2,496 shares; 2023Q2: 2,836 shares; 2023Q3: 2,779 shares; 2023Q4: 2,504 shares 2,504 $1.44M 0.02% -275 Timeline APRW 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: 9,400 shares; 2022Q3: not reported; 2022Q4: 40,509 shares; 2023Q1: 37,533 shares; 2023Q2: 57,761 shares; 2023Q3: 57,086 shares; 2023Q4: 48,611 shares 48,611 $1.43M 0.02% -8,475 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: 125,470 shares; 2022Q3: 111,819 shares; 2022Q4: 48,915 shares; 2023Q1: 39,787 shares; 2023Q2: 40,090 shares; 2023Q3: 35,104 shares; 2023Q4: 38,138 shares 38,138 $1.43M 0.02% +3,034 Timeline DDEC 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: 285,882 shares; 2022Q3: 282,168 shares; 2022Q4: 300,244 shares; 2023Q1: 290,101 shares; 2023Q2: 31,090 shares; 2023Q3: 41,760 shares; 2023Q4: 39,748 shares 39,748 $1.42M 0.02% -2,012 Timeline ILF 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: 9,546 shares; 2022Q3: not reported; 2022Q4: 35,761 shares; 2023Q1: 41,733 shares; 2023Q2: 40,385 shares; 2023Q3: 41,724 shares; 2023Q4: 48,883 shares 48,883 $1.42M 0.02% +7,159 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 547,900 shares; 2022Q3: 653,866 shares; 2022Q4: 701,143 shares; 2023Q1: 678,143 shares; 2023Q2: 718,392 shares; 2023Q3: 659,644 shares; 2023Q4: 486,077 shares 486,077 $1.42M 0.02% -173,567 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 17,463 shares; 2022Q3: 17,353 shares; 2022Q4: 21,312 shares; 2023Q1: 21,526 shares; 2023Q2: 21,424 shares; 2023Q3: 21,605 shares; 2023Q4: 21,809 shares 21,809 $1.41M 0.02% +204 Timeline HYS 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: not reported; 2022Q4: 10,986 shares; 2023Q1: 16,274 shares; 2023Q2: 16,743 shares; 2023Q3: 12,418 shares; 2023Q4: 15,163 shares 15,163 $1.41M 0.02% +2,745 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 27,385 shares; 2022Q3: 52,485 shares; 2022Q4: 53,398 shares; 2023Q1: 50,199 shares; 2023Q2: 51,079 shares; 2023Q3: 47,185 shares; 2023Q4: 47,292 shares 47,292 $1.41M 0.02% +107 Timeline SPGP 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: 22,463 shares; 2022Q3: 64,552 shares; 2022Q4: 73,449 shares; 2023Q1: 83,185 shares; 2023Q2: 19,820 shares; 2023Q3: 16,400 shares; 2023Q4: 14,357 shares 14,357 $1.41M 0.02% -2,043 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,658 shares; 2023Q1: 2,716 shares; 2023Q2: 3,360 shares; 2023Q3: 4,031 shares; 2023Q4: 5,959 shares 5,959 $1.4M 0.02% +1,928 ICSH 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: 26,419 shares; 2022Q3: 23,025 shares; 2022Q4: 27,983 shares; 2023Q1: 66,417 shares; 2023Q2: 68,880 shares; 2023Q3: 44,812 shares; 2023Q4: 27,800 shares 27,800 $1.4M 0.02% -17,012 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,365 shares; 2022Q3: 17,994 shares; 2022Q4: 30,636 shares; 2023Q1: not reported; 2023Q2: 32,796 shares; 2023Q3: 44,956 shares; 2023Q4: 66,077 shares 66,077 $1.4M 0.02% +21,121 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,075 shares; 2022Q3: 8,988 shares; 2022Q4: 11,742 shares; 2023Q1: 13,088 shares; 2023Q2: 13,118 shares; 2023Q3: 13,529 shares; 2023Q4: 13,780 shares 13,780 $1.39M 0.02% +251 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,776 shares; 2022Q3: 1,802 shares; 2022Q4: 3,356 shares; 2023Q1: 3,304 shares; 2023Q2: 3,331 shares; 2023Q3: 5,164 shares; 2023Q4: 5,133 shares 5,133 $1.39M 0.02% -31 Timeline GUNR 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: 25,826 shares; 2023Q1: 25,175 shares; 2023Q2: 73,575 shares; 2023Q3: 32,338 shares; 2023Q4: 33,894 shares 33,894 $1.39M 0.02% +1,556 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: 6,821 shares; 2022Q3: 6,428 shares; 2022Q4: 6,285 shares; 2023Q1: 6,285 shares; 2023Q2: 6,187 shares; 2023Q3: 55,924 shares; 2023Q4: 46,555 shares 46,555 $1.39M 0.02% -9,369 Timeline ICF 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: 52,882 shares; 2022Q3: 57,016 shares; 2022Q4: 40,296 shares; 2023Q1: 42,427 shares; 2023Q2: 42,274 shares; 2023Q3: 44,617 shares; 2023Q4: 23,585 shares 23,585 $1.39M 0.02% -21,032 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 254,838 shares; 2022Q3: 258,363 shares; 2022Q4: 253,699 shares; 2023Q1: 253,728 shares; 2023Q2: 252,764 shares; 2023Q3: 252,801 shares; 2023Q4: 254,293 shares 254,293 $1.38M 0.02% +1,492 Timeline IQLT 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: 7,438 shares; 2022Q4: 24,143 shares; 2023Q1: 37,772 shares; 2023Q2: 48,247 shares; 2023Q3: 35,637 shares; 2023Q4: 36,677 shares 36,677 $1.38M 0.02% +1,040 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,310 shares; 2022Q3: 7,348 shares; 2022Q4: 11,435 shares; 2023Q1: 10,464 shares; 2023Q2: 10,147 shares; 2023Q3: 8,607 shares; 2023Q4: 10,687 shares 10,687 $1.37M 0.02% +2,080 Timeline SUSA 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: 12,867 shares; 2022Q3: 13,138 shares; 2022Q4: 13,937 shares; 2023Q1: 14,452 shares; 2023Q2: 13,135 shares; 2023Q3: 13,126 shares; 2023Q4: 13,639 shares 13,639 $1.37M 0.02% +513 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,726 shares; 2022Q3: 5,266 shares; 2022Q4: 6,714 shares; 2023Q1: 6,860 shares; 2023Q2: 7,462 shares; 2023Q3: 7,346 shares; 2023Q4: 16,269 shares 16,269 $1.37M 0.02% +8,923 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 45,382 shares; 2022Q3: 50,688 shares; 2022Q4: 65,039 shares; 2023Q1: 62,999 shares; 2023Q2: 32,786 shares; 2023Q3: 22,752 shares; 2023Q4: 65,500 shares 65,500 $1.37M 0.02% +42,748 DAUG 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: 132,142 shares; 2022Q3: 121,219 shares; 2022Q4: 45,814 shares; 2023Q1: 50,590 shares; 2023Q2: 45,252 shares; 2023Q3: 40,838 shares; 2023Q4: 38,416 shares 38,416 $1.36M 0.02% -2,422 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,195 shares; 2022Q3: 5,783 shares; 2022Q4: 6,527 shares; 2023Q1: 6,820 shares; 2023Q2: 7,520 shares; 2023Q3: 7,285 shares; 2023Q4: 7,796 shares 7,796 $1.36M 0.02% +511 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,062 shares; 2022Q3: 9,182 shares; 2022Q4: 10,862 shares; 2023Q1: 13,977 shares; 2023Q2: 24,777 shares; 2023Q3: 35,767 shares; 2023Q4: 43,374 shares 43,374 $1.36M 0.02% +7,607 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 42,759 shares; 2022Q3: 43,381 shares; 2022Q4: 43,422 shares; 2023Q1: 43,147 shares; 2023Q2: 44,682 shares; 2023Q3: 42,838 shares; 2023Q4: 41,488 shares 41,488 $1.36M 0.02% -1,350 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 62,512 shares; 2022Q3: 62,137 shares; 2022Q4: 62,813 shares; 2023Q1: 61,092 shares; 2023Q2: 57,859 shares; 2023Q3: 58,354 shares; 2023Q4: 55,487 shares 55,487 $1.35M 0.02% -2,867 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: 47,756 shares; 2022Q3: 119,024 shares; 2022Q4: 115,535 shares; 2023Q1: 39,518 shares; 2023Q2: 29,556 shares; 2023Q3: 29,970 shares; 2023Q4: 33,640 shares 33,640 $1.35M 0.02% +3,670 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,287 shares; 2022Q3: 1,237 shares; 2022Q4: 2,620 shares; 2023Q1: 2,896 shares; 2023Q2: 2,844 shares; 2023Q3: 3,002 shares; 2023Q4: 2,998 shares 2,998 $1.35M 0.02% -4 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: 14,755 shares; 2022Q3: 22,218 shares; 2022Q4: 22,483 shares; 2023Q1: 21,413 shares; 2023Q2: 23,017 shares; 2023Q3: 34,711 shares; 2023Q4: 35,805 shares 35,805 $1.35M 0.02% +1,094 Timeline IGLB 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: 13,092 shares; 2023Q1: 10,503 shares; 2023Q2: 10,628 shares; 2023Q3: 8,827 shares; 2023Q4: 25,556 shares 25,556 $1.35M 0.02% +16,729 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 32,295 shares; 2022Q3: 58,011 shares; 2022Q4: 51,967 shares; 2023Q1: 52,283 shares; 2023Q2: 56,536 shares; 2023Q3: 48,388 shares; 2023Q4: 48,763 shares 48,763 $1.34M 0.02% +375 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,369 shares; 2022Q3: 2,190 shares; 2022Q4: 2,403 shares; 2023Q1: 2,773 shares; 2023Q2: 2,898 shares; 2023Q3: 3,306 shares; 2023Q4: 4,398 shares 4,398 $1.34M 0.02% +1,092 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 12,777 shares; 2022Q4: 14,130 shares; 2023Q1: 18,280 shares; 2023Q2: 19,748 shares; 2023Q3: 20,039 shares; 2023Q4: 24,071 shares 24,071 $1.33M 0.02% +4,032 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30,623 shares; 2022Q3: 77,362 shares; 2022Q4: 78,570 shares; 2023Q1: 86,239 shares; 2023Q2: 90,636 shares; 2023Q3: 105,564 shares; 2023Q4: 116,901 shares 116,901 $1.33M 0.02% +11,337 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,084 shares; 2022Q3: 16,100 shares; 2022Q4: 9,005 shares; 2023Q1: 8,794 shares; 2023Q2: 9,173 shares; 2023Q3: 8,838 shares; 2023Q4: 9,750 shares 9,750 $1.33M 0.02% +912 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 49,477 shares; 2022Q4: 42,920 shares; 2023Q1: 52,485 shares; 2023Q2: 73,870 shares; 2023Q3: 117,269 shares; 2023Q4: 157,254 shares 157,254 $1.33M 0.02% +39,985 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,236 shares; 2023Q1: 12,645 shares; 2023Q2: 13,726 shares; 2023Q3: 14,606 shares; 2023Q4: 22,233 shares 22,233 $1.32M 0.02% +7,627 Timeline NUSA 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: 63,424 shares; 2022Q3: 63,121 shares; 2022Q4: 63,672 shares; 2023Q1: 66,556 shares; 2023Q2: 66,691 shares; 2023Q3: 57,280 shares; 2023Q4: 57,083 shares 57,083 $1.32M 0.02% -197 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 59,536 shares; 2022Q3: 173,871 shares; 2022Q4: 161,505 shares; 2023Q1: 139,872 shares; 2023Q2: 133,892 shares; 2023Q3: 117,671 shares; 2023Q4: 116,305 shares 116,305 $1.32M 0.02% -1,366 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,040 shares; 2022Q3: 3,275 shares; 2022Q4: 3,383 shares; 2023Q1: 3,418 shares; 2023Q2: 5,933 shares; 2023Q3: 5,028 shares; 2023Q4: 5,091 shares 5,091 $1.32M 0.02% +63 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,344 shares; 2022Q3: 8,430 shares; 2022Q4: 11,378 shares; 2023Q1: 11,688 shares; 2023Q2: 12,003 shares; 2023Q3: 17,991 shares; 2023Q4: 9,585 shares 9,585 $1.31M 0.02% -8,406 Timeline TJUL 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: 32,861 shares; 2023Q4: 51,134 shares 51,134 $1.31M 0.02% +18,273 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25,437 shares; 2022Q3: 23,802 shares; 2022Q4: 30,016 shares; 2023Q1: 26,618 shares; 2023Q2: 24,708 shares; 2023Q3: 26,630 shares; 2023Q4: 26,905 shares 26,905 $1.3M 0.02% +275 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: 28,279 shares; 2022Q3: 30,279 shares; 2022Q4: 25,377 shares; 2023Q1: 29,228 shares; 2023Q2: 30,926 shares; 2023Q3: 27,596 shares; 2023Q4: 37,222 shares 37,222 $1.3M 0.02% +9,626 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,035 shares; 2022Q3: 12,831 shares; 2022Q4: 13,949 shares; 2023Q1: 12,332 shares; 2023Q2: 11,640 shares; 2023Q3: 7,753 shares; 2023Q4: 9,346 shares 9,346 $1.3M 0.02% +1,593 Timeline FEBW 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: not reported; 2023Q1: 52,385 shares; 2023Q2: 55,485 shares; 2023Q3: 49,685 shares; 2023Q4: 46,285 shares 46,285 $1.29M 0.02% -3,400 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,124 shares; 2022Q3: 27,061 shares; 2022Q4: 49,562 shares; 2023Q1: 75,748 shares; 2023Q2: 67,653 shares; 2023Q3: 52,567 shares; 2023Q4: 37,330 shares 37,330 $1.29M 0.02% -15,237 Timeline FMAY 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: 96,507 shares; 2022Q3: 90,078 shares; 2022Q4: 90,855 shares; 2023Q1: 69,460 shares; 2023Q2: 66,782 shares; 2023Q3: 37,834 shares; 2023Q4: 31,008 shares 31,008 $1.28M 0.02% -6,826 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,084 shares; 2022Q3: 7,059 shares; 2022Q4: 12,454 shares; 2023Q1: 14,949 shares; 2023Q2: 14,999 shares; 2023Q3: 14,615 shares; 2023Q4: 15,098 shares 15,098 $1.28M 0.02% +483 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY 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: 57,927 shares; 2023Q3: 53,473 shares; 2023Q4: 64,227 shares 64,227 $1.28M 0.02% +10,754 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: 4,815 shares; 2022Q3: 9,571 shares; 2022Q4: 9,433 shares; 2023Q1: 9,350 shares; 2023Q2: 9,928 shares; 2023Q3: 7,071 shares; 2023Q4: 7,314 shares 7,314 $1.27M 0.02% +243 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5,003 shares; 2023Q2: 5,848 shares; 2023Q3: 10,213 shares; 2023Q4: 27,637 shares 27,637 $1.27M 0.02% +17,424 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,763 shares; 2022Q3: 18,415 shares; 2022Q4: 19,041 shares; 2023Q1: 19,379 shares; 2023Q2: 19,594 shares; 2023Q3: 18,208 shares; 2023Q4: 16,351 shares 16,351 $1.26M 0.02% -1,857 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: 44,739 shares; 2022Q3: 44,108 shares; 2022Q4: 52,771 shares; 2023Q1: 64,385 shares; 2023Q2: 76,422 shares; 2023Q3: 74,703 shares; 2023Q4: 64,875 shares 64,875 $1.26M 0.02% -9,828 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,196 shares; 2023Q2: 3,993 shares; 2023Q3: 6,013 shares; 2023Q4: 12,117 shares 12,117 $1.25M 0.02% +6,104 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 998 shares; 2023Q2: 1,018 shares; 2023Q3: 1,943 shares; 2023Q4: 1,978 shares 1,978 $1.25M 0.02% +35 Timeline USHY 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: 35,375 shares; 2023Q1: 39,540 shares; 2023Q2: 31,526 shares; 2023Q3: 28,066 shares; 2023Q4: 34,338 shares 34,338 $1.25M 0.02% +6,272 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,382 shares; 2022Q3: 6,579 shares; 2022Q4: 6,203 shares; 2023Q1: 7,821 shares; 2023Q2: 7,646 shares; 2023Q3: 8,224 shares; 2023Q4: 10,645 shares 10,645 $1.24M 0.02% +2,421 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: 9,176 shares; 2022Q3: 9,289 shares; 2022Q4: 12,678 shares; 2023Q1: 10,122 shares; 2023Q2: 10,617 shares; 2023Q3: 10,656 shares; 2023Q4: 9,829 shares 9,829 $1.24M 0.02% -827 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 39,204 shares 39,204 $1.24M 0.02% new 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: 7,290 shares; 2022Q3: 14,376 shares; 2022Q4: 15,886 shares; 2023Q1: 5,854 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,678 shares 16,678 $1.24M 0.02% new Timeline IGPT 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: 15,870 shares; 2022Q3: 14,943 shares; 2022Q4: 14,229 shares; 2023Q1: 12,662 shares; 2023Q2: 12,104 shares; 2023Q3: 35,831 shares; 2023Q4: 32,045 shares 32,045 $1.24M 0.02% -3,786 Timeline SKYY 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: 17,673 shares; 2022Q3: 17,941 shares; 2022Q4: 15,395 shares; 2023Q1: 13,549 shares; 2023Q2: 13,921 shares; 2023Q3: 13,922 shares; 2023Q4: 14,074 shares 14,074 $1.23M 0.02% +152 Timeline EWW 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: not reported; 2022Q3: not reported; 2022Q4: 21,414 shares; 2023Q1: 25,806 shares; 2023Q2: 20,128 shares; 2023Q3: 17,429 shares; 2023Q4: 18,133 shares 18,133 $1.23M 0.02% +704 Timeline FITE 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: 42,130 shares; 2023Q3: 22,207 shares; 2023Q4: 22,189 shares 22,189 $1.22M 0.02% -18 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,016 shares; 2022Q3: 10,608 shares; 2022Q4: 11,790 shares; 2023Q1: 13,044 shares; 2023Q2: 16,755 shares; 2023Q3: 21,583 shares; 2023Q4: 23,202 shares 23,202 $1.22M 0.02% +1,619 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,637 shares; 2022Q3: 2,466 shares; 2022Q4: 3,498 shares; 2023Q1: 3,267 shares; 2023Q2: 3,317 shares; 2023Q3: 4,327 shares; 2023Q4: 5,046 shares 5,046 $1.22M 0.02% +719 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 19,237 shares; 2022Q3: 14,707 shares; 2022Q4: 42,531 shares; 2023Q1: 34,655 shares; 2023Q2: 30,809 shares; 2023Q3: 28,808 shares; 2023Q4: 29,558 shares 29,558 $1.22M 0.02% +750 Timeline DSTX 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: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 51,633 shares; 2023Q4: 51,143 shares 51,143 $1.21M 0.02% -490 Timeline 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: 12,183 shares; 2022Q3: 5,784 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 26,199 shares 26,199 $1.21M 0.02% new Timeline FEMS 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: 14,107 shares; 2022Q3: 22,385 shares; 2022Q4: 22,456 shares; 2023Q1: 23,941 shares; 2023Q2: 23,287 shares; 2023Q3: 29,641 shares; 2023Q4: 31,218 shares 31,218 $1.2M 0.02% +1,577 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,575 shares; 2022Q3: 12,459 shares; 2022Q4: 26,835 shares; 2023Q1: 26,054 shares; 2023Q2: 25,404 shares; 2023Q3: 24,867 shares; 2023Q4: 25,494 shares 25,494 $1.2M 0.02% +627 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,253 shares; 2022Q3: 9,278 shares; 2022Q4: 5,982 shares; 2023Q1: 5,933 shares; 2023Q2: 6,784 shares; 2023Q3: 7,122 shares; 2023Q4: 6,272 shares 6,272 $1.19M 0.02% -850 Timeline AVADEL PHARMACEUTICALS, PLC AVADEL PHARMACEUTICALS, PLC More: the full row for AVADEL PHARMACEUTICALS, 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: 87,871 shares; 2023Q4: 84,486 shares 84,486 $1.19M 0.02% -3,385 BSJS 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: 14,156 shares; 2023Q3: 14,301 shares; 2023Q4: 54,915 shares 54,915 $1.19M 0.02% +40,614 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: 12,495 shares; 2022Q3: 119,112 shares; 2022Q4: 131,168 shares; 2023Q1: 63,260 shares; 2023Q2: 78,050 shares; 2023Q3: 83,350 shares; 2023Q4: 124,161 shares 124,161 $1.19M 0.02% +40,811 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,255 shares; 2022Q3: 12,316 shares; 2022Q4: 17,052 shares; 2023Q1: 15,344 shares; 2023Q2: 15,051 shares; 2023Q3: 18,880 shares; 2023Q4: 16,495 shares 16,495 $1.19M 0.02% -2,385 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 17,954 shares; 2022Q3: 17,813 shares; 2022Q4: 18,918 shares; 2023Q1: 20,041 shares; 2023Q2: 24,798 shares; 2023Q3: 26,596 shares; 2023Q4: 24,749 shares 24,749 $1.19M 0.02% -1,847 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,590 shares; 2022Q3: 5,655 shares; 2022Q4: 7,167 shares; 2023Q1: 5,914 shares; 2023Q2: 5,927 shares; 2023Q3: 8,675 shares; 2023Q4: 8,784 shares 8,784 $1.18M 0.02% +109 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: 40,373 shares; 2022Q3: 40,373 shares; 2022Q4: 37,848 shares; 2023Q1: 41,910 shares; 2023Q2: 43,200 shares; 2023Q3: 46,075 shares; 2023Q4: 47,739 shares 47,739 $1.18M 0.02% +1,664 SPTS 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: 71,212 shares; 2023Q1: 79,605 shares; 2023Q2: 73,113 shares; 2023Q3: 44,770 shares; 2023Q4: 40,663 shares 40,663 $1.18M 0.02% -4,107 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,980 shares; 2022Q3: 1,837 shares; 2022Q4: 2,472 shares; 2023Q1: 2,725 shares; 2023Q2: 2,832 shares; 2023Q3: 4,986 shares; 2023Q4: 5,735 shares 5,735 $1.18M 0.02% +749 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,420 shares; 2022Q3: 13,944 shares; 2022Q4: 9,823 shares; 2023Q1: 8,765 shares; 2023Q2: 9,391 shares; 2023Q3: 9,409 shares; 2023Q4: 8,419 shares 8,419 $1.18M 0.02% -990 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10,376 shares; 2023Q2: 11,468 shares; 2023Q3: 13,525 shares; 2023Q4: 15,224 shares 15,224 $1.18M 0.02% +1,699 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 105,116 shares; 2022Q3: 117,172 shares; 2022Q4: 130,025 shares; 2023Q1: 50,724 shares; 2023Q2: 40,734 shares; 2023Q3: 38,349 shares; 2023Q4: 29,318 shares 29,318 $1.17M 0.02% -9,031 Timeline ISCV 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: 11,188 shares; 2022Q3: 11,117 shares; 2022Q4: 11,042 shares; 2023Q1: 20,837 shares; 2023Q2: 20,313 shares; 2023Q3: 20,887 shares; 2023Q4: 19,765 shares 19,765 $1.17M 0.02% -1,122 Timeline EWJ 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: 12,394 shares; 2022Q3: 13,279 shares; 2022Q4: 16,651 shares; 2023Q1: 20,217 shares; 2023Q2: 17,442 shares; 2023Q3: 19,164 shares; 2023Q4: 18,237 shares 18,237 $1.17M 0.02% -927 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,427 shares; 2022Q3: 12,295 shares; 2022Q4: 12,294 shares; 2023Q1: 12,350 shares; 2023Q2: 12,632 shares; 2023Q3: 12,430 shares; 2023Q4: 13,068 shares 13,068 $1.17M 0.02% +638 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 63,951 shares; 2022Q3: 63,808 shares; 2022Q4: 48,554 shares; 2023Q1: 48,818 shares; 2023Q2: 48,922 shares; 2023Q3: 53,599 shares; 2023Q4: 56,229 shares 56,229 $1.17M 0.02% +2,630 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,755 shares; 2022Q3: 13,772 shares; 2022Q4: 10,268 shares; 2023Q1: 10,423 shares; 2023Q2: 11,605 shares; 2023Q3: 13,656 shares; 2023Q4: 17,305 shares 17,305 $1.17M 0.02% +3,649 DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 629,479 shares; 2022Q3: 638,652 shares; 2022Q4: 652,610 shares; 2023Q1: 668,734 shares; 2023Q2: 47,766 shares; 2023Q3: 48,535 shares; 2023Q4: 39,737 shares 39,737 $1.16M 0.02% -8,798 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: 35,286 shares; 2022Q3: 33,961 shares; 2022Q4: 38,324 shares; 2023Q1: 49,860 shares; 2023Q2: 41,748 shares; 2023Q3: 52,425 shares; 2023Q4: 52,299 shares 52,299 $1.16M 0.02% -126 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: 129,794 shares; 2022Q3: 138,290 shares; 2022Q4: 143,089 shares; 2023Q1: 239,675 shares; 2023Q2: 120,250 shares; 2023Q3: 120,524 shares; 2023Q4: 116,098 shares 116,098 $1.16M 0.02% -4,426 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,013 shares; 2022Q3: 7,031 shares; 2022Q4: 8,904 shares; 2023Q1: 8,809 shares; 2023Q2: 9,004 shares; 2023Q3: 8,779 shares; 2023Q4: 8,782 shares 8,782 $1.15M 0.02% +3 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,024 shares; 2022Q3: 13,005 shares; 2022Q4: 14,773 shares; 2023Q1: 14,749 shares; 2023Q2: 14,921 shares; 2023Q3: 18,760 shares; 2023Q4: 20,534 shares 20,534 $1.14M 0.02% +1,774 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,098 shares; 2022Q3: 8,021 shares; 2022Q4: 13,725 shares; 2023Q1: 13,958 shares; 2023Q2: 15,805 shares; 2023Q3: 17,149 shares; 2023Q4: 18,515 shares 18,515 $1.14M 0.02% +1,366 Timeline BJAN 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: 22,312 shares; 2022Q3: 21,983 shares; 2022Q4: 26,217 shares; 2023Q1: 26,211 shares; 2023Q2: 26,692 shares; 2023Q3: 28,559 shares; 2023Q4: 27,859 shares 27,859 $1.14M 0.02% -700 Timeline BAPR 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: 9,392 shares; 2022Q3: 10,198 shares; 2022Q4: 10,702 shares; 2023Q1: 12,494 shares; 2023Q2: 28,321 shares; 2023Q3: 27,901 shares; 2023Q4: 29,716 shares 29,716 $1.14M 0.02% +1,815 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 27,322 shares; 2022Q3: 29,453 shares; 2022Q4: 37,524 shares; 2023Q1: 25,037 shares; 2023Q2: 26,266 shares; 2023Q3: 25,939 shares; 2023Q4: 25,054 shares 25,054 $1.13M 0.02% -885 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 6,062 shares; 2022Q4: 22,697 shares; 2023Q1: 15,357 shares; 2023Q2: 12,415 shares; 2023Q3: 26,050 shares; 2023Q4: 22,364 shares 22,364 $1.13M 0.02% -3,686 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,401 shares; 2022Q3: 6,042 shares; 2022Q4: 5,183 shares; 2023Q1: 4,306 shares; 2023Q2: 4,631 shares; 2023Q3: 4,589 shares; 2023Q4: 4,790 shares 4,790 $1.13M 0.02% +201 Timeline AOK 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: 35,036 shares; 2022Q3: 30,953 shares; 2022Q4: 28,321 shares; 2023Q1: 28,892 shares; 2023Q2: 30,904 shares; 2023Q3: 32,691 shares; 2023Q4: 31,229 shares 31,229 $1.13M 0.02% -1,462 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: 12,164 shares; 2022Q3: 11,686 shares; 2022Q4: 11,844 shares; 2023Q1: 10,864 shares; 2023Q2: 13,894 shares; 2023Q3: 20,982 shares; 2023Q4: 11,904 shares 11,904 $1.13M 0.02% -9,078 Timeline XTN 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: 77,065 shares; 2022Q3: 44,207 shares; 2022Q4: 25,552 shares; 2023Q1: 20,285 shares; 2023Q2: 16,477 shares; 2023Q3: 16,041 shares; 2023Q4: 13,514 shares 13,514 $1.13M 0.02% -2,527 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,184 shares; 2022Q3: 4,174 shares; 2022Q4: 4,068 shares; 2023Q1: 4,716 shares; 2023Q2: 6,248 shares; 2023Q3: 7,778 shares; 2023Q4: 7,522 shares 7,522 $1.12M 0.02% -256 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: 329,402 shares; 2022Q3: 359,863 shares; 2022Q4: 371,290 shares; 2023Q1: 364,490 shares; 2023Q2: 375,245 shares; 2023Q3: 384,402 shares; 2023Q4: 60,768 shares 60,768 $1.12M 0.02% -323,634 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 17,623 shares; 2023Q1: 17,680 shares; 2023Q2: 17,739 shares; 2023Q3: 17,840 shares; 2023Q4: 17,917 shares 17,917 $1.12M 0.02% +77 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: 9,453 shares; 2022Q3: 9,574 shares; 2022Q4: 10,277 shares; 2023Q1: 9,902 shares; 2023Q2: 9,768 shares; 2023Q3: 9,807 shares; 2023Q4: 11,984 shares 11,984 $1.12M 0.02% +2,177 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: not reported; 2022Q3: 24,378 shares; 2022Q4: 37,465 shares; 2023Q1: 48,122 shares; 2023Q2: 65,298 shares; 2023Q3: 71,497 shares; 2023Q4: 94,123 shares 94,123 $1.11M 0.02% +22,626 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 24,930 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9,912 shares; 2023Q2: 15,751 shares; 2023Q3: 17,366 shares; 2023Q4: 38,870 shares 38,870 $1.11M 0.02% +21,504 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 15,693 shares; 2023Q4: 21,778 shares 21,778 $1.11M 0.02% +6,085 Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,588 shares; 2023Q4: 3,882 shares 3,882 $1.1M 0.02% +294 VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,248 shares; 2022Q3: 1,238 shares; 2022Q4: 5,006 shares; 2023Q1: 5,516 shares; 2023Q2: 5,722 shares; 2023Q3: 5,541 shares; 2023Q4: 5,725 shares 5,725 $1.1M 0.02% +184 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,861 shares; 2022Q3: 1,573 shares; 2022Q4: 2,260 shares; 2023Q1: 2,487 shares; 2023Q2: 2,270 shares; 2023Q3: 2,449 shares; 2023Q4: 2,373 shares 2,373 $1.1M 0.02% -76 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,262 shares; 2022Q3: 2,589 shares; 2022Q4: 5,843 shares; 2023Q1: 4,677 shares; 2023Q2: 9,702 shares; 2023Q3: 5,815 shares; 2023Q4: 5,787 shares 5,787 $1.1M 0.02% -28 Timeline SAP SAP SE More: the full row for SAP SE 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: 1,691 shares; 2023Q3: 3,059 shares; 2023Q4: 7,066 shares 7,066 $1.09M 0.02% +4,007 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,484 shares; 2022Q3: 1,470 shares; 2022Q4: 1,389 shares; 2023Q1: 1,733 shares; 2023Q2: 1,574 shares; 2023Q3: 1,728 shares; 2023Q4: 1,872 shares 1,872 $1.09M 0.02% +144 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 81,935 shares; 2022Q4: 100,794 shares; 2023Q1: 100,329 shares; 2023Q2: 94,263 shares; 2023Q3: 33,762 shares; 2023Q4: 29,356 shares 29,356 $1.09M 0.02% -4,406 Timeline RSPS 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: 6,733 shares; 2022Q3: 6,707 shares; 2022Q4: 6,745 shares; 2023Q1: 7,401 shares; 2023Q2: 7,101 shares; 2023Q3: 33,962 shares; 2023Q4: 34,566 shares 34,566 $1.09M 0.02% +604 Timeline BNOV 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: 10,932 shares; 2022Q3: 10,932 shares; 2022Q4: 31,785 shares; 2023Q1: 29,137 shares; 2023Q2: 26,322 shares; 2023Q3: 24,494 shares; 2023Q4: 30,943 shares 30,943 $1.08M 0.01% +6,449 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 49,997 shares; 2023Q3: 46,801 shares; 2023Q4: 54,592 shares 54,592 $1.08M 0.01% +7,791 Timeline RSPN 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: 4,479 shares; 2022Q3: 4,404 shares; 2022Q4: 4,450 shares; 2023Q1: 4,520 shares; 2023Q2: 4,498 shares; 2023Q3: 24,027 shares; 2023Q4: 24,777 shares 24,777 $1.07M 0.01% +750 Timeline YMAR 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: 148,237 shares; 2022Q3: 157,252 shares; 2022Q4: 141,977 shares; 2023Q1: 140,498 shares; 2023Q2: 49,942 shares; 2023Q3: 43,001 shares; 2023Q4: 48,064 shares 48,064 $1.06M 0.01% +5,063 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,448 shares; 2022Q3: 20,798 shares; 2022Q4: 16,227 shares; 2023Q1: 15,370 shares; 2023Q2: 15,526 shares; 2023Q3: 15,155 shares; 2023Q4: 13,848 shares 13,848 $1.06M 0.01% -1,307 Timeline AOA 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: 6,615 shares; 2022Q3: 7,555 shares; 2022Q4: 7,578 shares; 2023Q1: 7,057 shares; 2023Q2: 7,012 shares; 2023Q3: 15,339 shares; 2023Q4: 15,276 shares 15,276 $1.05M 0.01% -63 Timeline JIRE 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: 4,915 shares; 2023Q1: 8,780 shares; 2023Q2: 18,267 shares; 2023Q3: 15,383 shares; 2023Q4: 17,960 shares 17,960 $1.05M 0.01% +2,577 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,321 shares; 2022Q3: 13,475 shares; 2022Q4: 15,724 shares; 2023Q1: 15,545 shares; 2023Q2: 15,406 shares; 2023Q3: 31,979 shares; 2023Q4: 17,401 shares 17,401 $1.05M 0.01% -14,578 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,240 shares; 2023Q1: 4,264 shares; 2023Q2: 3,960 shares; 2023Q3: 4,050 shares; 2023Q4: 4,371 shares 4,371 $1.04M 0.01% +321 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,593 shares; 2022Q3: 2,686 shares; 2022Q4: 5,645 shares; 2023Q1: 6,589 shares; 2023Q2: 5,367 shares; 2023Q3: 10,612 shares; 2023Q4: 5,458 shares 5,458 $1.04M 0.01% -5,154 Timeline GBIL 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: 10,331 shares; 2022Q3: 11,555 shares; 2022Q4: 12,274 shares; 2023Q1: 20,274 shares; 2023Q2: 19,501 shares; 2023Q3: 16,868 shares; 2023Q4: 10,385 shares 10,385 $1.04M 0.01% -6,483 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: 49,166 shares; 2022Q3: 41,232 shares; 2022Q4: 105,310 shares; 2023Q1: 70,770 shares; 2023Q2: 53,050 shares; 2023Q3: 55,303 shares; 2023Q4: 71,847 shares 71,847 $1.03M 0.01% +16,544 Timeline Cyber Security ETF Cyber Security ETF More: the full row for Cyber Security ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 28,201 shares; 2022Q3: 22,363 shares; 2022Q4: 20,246 shares; 2023Q1: 19,413 shares; 2023Q2: 19,232 shares; 2023Q3: 16,996 shares; 2023Q4: 17,085 shares 17,085 $1.03M 0.01% +89 DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,575 shares; 2022Q3: 5,603 shares; 2022Q4: 5,190 shares; 2023Q1: 5,278 shares; 2023Q2: 5,194 shares; 2023Q3: 5,295 shares; 2023Q4: 6,278 shares 6,278 $1.03M 0.01% +983 Timeline DTD 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: 17,328 shares; 2022Q3: 16,598 shares; 2022Q4: 16,377 shares; 2023Q1: 15,773 shares; 2023Q2: 14,969 shares; 2023Q3: 11,451 shares; 2023Q4: 15,767 shares 15,767 $1.03M 0.01% +4,316 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 17,573 shares; 2022Q3: 10,299 shares; 2022Q4: 20,186 shares; 2023Q1: 19,960 shares; 2023Q2: 23,109 shares; 2023Q3: 14,377 shares; 2023Q4: 15,962 shares 15,962 $1.03M 0.01% +1,585 Timeline SUSC 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: 22,313 shares; 2023Q1: 35,650 shares; 2023Q2: 38,834 shares; 2023Q3: 38,452 shares; 2023Q4: 44,046 shares 44,046 $1.02M 0.01% +5,594 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,568 shares; 2022Q3: 4,638 shares; 2022Q4: 4,597 shares; 2023Q1: 4,584 shares; 2023Q2: 4,632 shares; 2023Q3: 4,698 shares; 2023Q4: 4,664 shares 4,664 $1.02M 0.01% -34 GJAN 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: 36,348 shares; 2023Q2: 38,815 shares; 2023Q3: 36,533 shares; 2023Q4: 29,607 shares 29,607 $1.02M 0.01% -6,926 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,415 shares; 2023Q1: 4,031 shares; 2023Q2: 5,642 shares; 2023Q3: 15,894 shares; 2023Q4: 20,796 shares 20,796 $1.02M 0.01% +4,902 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,412 shares; 2022Q3: 6,456 shares; 2022Q4: 12,431 shares; 2023Q1: 6,271 shares; 2023Q2: 6,485 shares; 2023Q3: 23,348 shares; 2023Q4: 11,042 shares 11,042 $1.02M 0.01% -12,306 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: 43,435 shares; 2022Q3: 39,233 shares; 2022Q4: 42,988 shares; 2023Q1: 35,296 shares; 2023Q2: 35,198 shares; 2023Q3: 35,246 shares; 2023Q4: 36,664 shares 36,664 $1.02M 0.01% +1,418 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 16,375 shares; 2022Q3: 35,962 shares; 2022Q4: 20,392 shares; 2023Q1: 19,324 shares; 2023Q2: 21,862 shares; 2023Q3: 21,346 shares; 2023Q4: 17,343 shares 17,343 $1.02M 0.01% -4,003 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,030 shares; 2022Q3: 6,481 shares; 2022Q4: 8,080 shares; 2023Q1: 6,489 shares; 2023Q2: 7,050 shares; 2023Q3: 13,829 shares; 2023Q4: 13,570 shares 13,570 $1.01M 0.01% -259 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,897 shares; 2022Q3: 12,447 shares; 2022Q4: 14,233 shares; 2023Q1: 16,737 shares; 2023Q2: 20,865 shares; 2023Q3: 26,581 shares; 2023Q4: 23,414 shares 23,414 $1.01M 0.01% -3,167 Timeline UAPR 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: 23,327 shares; 2022Q4: 48,445 shares; 2023Q1: 74,959 shares; 2023Q2: 66,379 shares; 2023Q3: 49,176 shares; 2023Q4: 36,523 shares 36,523 $1M 0.01% -12,653 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 107,762 shares; 2022Q3: 96,665 shares; 2022Q4: 93,352 shares; 2023Q1: 97,846 shares; 2023Q2: 100,987 shares; 2023Q3: 98,850 shares; 2023Q4: 93,165 shares 93,165 $998K 0.01% -5,685 Timeline EAGG 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: 15,839 shares; 2023Q2: 18,861 shares; 2023Q3: 22,215 shares; 2023Q4: 20,864 shares 20,864 $996K 0.01% -1,351 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,284 shares; 2022Q3: 5,995 shares; 2022Q4: 7,565 shares; 2023Q1: 8,200 shares; 2023Q2: 9,673 shares; 2023Q3: 8,785 shares; 2023Q4: 9,843 shares 9,843 $996K 0.01% +1,058 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: 10,204 shares; 2022Q3: 10,207 shares; 2022Q4: 10,412 shares; 2023Q1: 10,439 shares; 2023Q2: 11,352 shares; 2023Q3: 11,353 shares; 2023Q4: 11,643 shares 11,643 $995K 0.01% +290 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,652 shares; 2022Q3: 6,027 shares; 2022Q4: 6,324 shares; 2023Q1: 6,567 shares; 2023Q2: 5,092 shares; 2023Q3: 5,802 shares; 2023Q4: 7,671 shares 7,671 $993K 0.01% +1,869 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: 6,277 shares; 2022Q3: 6,592 shares; 2022Q4: 10,056 shares; 2023Q1: 7,668 shares; 2023Q2: 7,642 shares; 2023Q3: 7,334 shares; 2023Q4: 7,178 shares 7,178 $992K 0.01% -156 Timeline GLOBAL X FDS 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: 25,960 shares; 2023Q4: 39,619 shares 39,619 $991K 0.01% +13,659 IBDR 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: 33,738 shares; 2022Q3: 32,823 shares; 2022Q4: 34,658 shares; 2023Q1: 35,879 shares; 2023Q2: 38,063 shares; 2023Q3: 38,781 shares; 2023Q4: 40,988 shares 40,988 $980K 0.01% +2,207 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: 12,425 shares; 2022Q3: 11,820 shares; 2022Q4: 14,198 shares; 2023Q1: 12,533 shares; 2023Q2: 13,768 shares; 2023Q3: 13,815 shares; 2023Q4: 14,317 shares 14,317 $980K 0.01% +502 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,699 shares; 2022Q3: 30,610 shares; 2022Q4: 17,806 shares; 2023Q1: 16,822 shares; 2023Q2: 17,666 shares; 2023Q3: 17,485 shares; 2023Q4: 19,093 shares 19,093 $979K 0.01% +1,608 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,062 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,217 shares 12,217 $979K 0.01% new Timeline QLTA 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: 14,417 shares; 2022Q3: 13,918 shares; 2022Q4: 15,967 shares; 2023Q1: 14,790 shares; 2023Q2: 17,273 shares; 2023Q3: 19,510 shares; 2023Q4: 20,321 shares 20,321 $978K 0.01% +811 Timeline DJUN 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: 56,886 shares; 2022Q3: 48,472 shares; 2022Q4: 43,890 shares; 2023Q1: 37,393 shares; 2023Q2: 21,676 shares; 2023Q3: 25,741 shares; 2023Q4: 25,741 shares 25,741 $978K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,002 shares; 2023Q1: 913 shares; 2023Q2: 796 shares; 2023Q3: 897 shares; 2023Q4: 1,214 shares 1,214 $978K 0.01% +317 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: 10,840 shares; 2022Q3: 11,353 shares; 2022Q4: 15,812 shares; 2023Q1: 16,182 shares; 2023Q2: 11,140 shares; 2023Q3: 43,353 shares; 2023Q4: 17,283 shares 17,283 $972K 0.01% -26,070 Timeline EDIV 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 29,861 shares 29,861 $971K 0.01% new Timeline XES 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: 13,779 shares; 2022Q3: 14,277 shares; 2022Q4: 13,927 shares; 2023Q1: 13,290 shares; 2023Q2: 12,731 shares; 2023Q3: 12,327 shares; 2023Q4: 11,453 shares 11,453 $968K 0.01% -874 Timeline FDVV 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: not reported; 2022Q3: not reported; 2022Q4: 12,925 shares; 2023Q1: 13,264 shares; 2023Q2: 13,336 shares; 2023Q3: 14,432 shares; 2023Q4: 22,883 shares 22,883 $967K 0.01% +8,451 Timeline USXF 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: 21,246 shares; 2023Q1: 21,244 shares; 2023Q2: 23,544 shares; 2023Q3: 23,722 shares; 2023Q4: 24,287 shares 24,287 $967K 0.01% +565 Timeline GJUN 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: 9,571 shares; 2023Q3: 28,518 shares; 2023Q4: 30,168 shares 30,168 $959K 0.01% +1,650 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,954 shares; 2023Q1: 2,890 shares; 2023Q2: 3,354 shares; 2023Q3: 3,403 shares; 2023Q4: 3,467 shares 3,467 $957K 0.01% +64 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,578 shares; 2022Q3: 3,963 shares; 2022Q4: 8,896 shares; 2023Q1: 10,910 shares; 2023Q2: 10,604 shares; 2023Q3: 11,786 shares; 2023Q4: 10,441 shares 10,441 $957K 0.01% -1,345 Timeline QYLD 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: 265,097 shares; 2022Q3: 276,862 shares; 2022Q4: 249,698 shares; 2023Q1: 249,007 shares; 2023Q2: 261,782 shares; 2023Q3: 258,125 shares; 2023Q4: 55,068 shares 55,068 $955K 0.01% -203,057 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,730 shares; 2022Q3: 6,004 shares; 2022Q4: 7,067 shares; 2023Q1: 11,066 shares; 2023Q2: 9,756 shares; 2023Q3: 9,677 shares; 2023Q4: 9,771 shares 9,771 $954K 0.01% +94 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,038 shares; 2023Q1: 6,414 shares; 2023Q2: 5,504 shares; 2023Q3: 7,600 shares; 2023Q4: 8,002 shares 8,002 $952K 0.01% +402 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: 10,426 shares; 2022Q3: 13,661 shares; 2022Q4: 14,438 shares; 2023Q1: 18,504 shares; 2023Q2: 21,418 shares; 2023Q3: 50,223 shares; 2023Q4: 40,527 shares 40,527 $951K 0.01% -9,696 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,484 shares; 2022Q3: 9,209 shares; 2022Q4: 9,600 shares; 2023Q1: 8,597 shares; 2023Q2: 8,351 shares; 2023Q3: 8,497 shares; 2023Q4: 8,766 shares 8,766 $949K 0.01% +269 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: 35,147 shares; 2022Q3: 55,338 shares; 2022Q4: 53,155 shares; 2023Q1: 68,564 shares; 2023Q2: 73,236 shares; 2023Q3: 95,580 shares; 2023Q4: 100,542 shares 100,542 $948K 0.01% +4,962 Timeline BUL PACER FDS TR More: the full row for PACER FDS 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: 25,892 shares 25,892 $945K 0.01% new Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES 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: 15,959 shares; 2023Q3: 15,499 shares; 2023Q4: 13,784 shares 13,784 $943K 0.01% -1,715 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25,364 shares; 2022Q3: 25,100 shares; 2022Q4: 31,922 shares; 2023Q1: 23,263 shares; 2023Q2: 25,648 shares; 2023Q3: 22,162 shares; 2023Q4: 27,207 shares 27,207 $938K 0.01% +5,045 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,634 shares; 2022Q3: 9,829 shares; 2022Q4: 10,992 shares; 2023Q1: 14,400 shares; 2023Q2: 15,358 shares; 2023Q3: 16,003 shares; 2023Q4: 16,138 shares 16,138 $933K 0.01% +135 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,341 shares; 2022Q3: 31,341 shares; 2022Q4: 31,345 shares; 2023Q1: 31,345 shares; 2023Q2: 31,345 shares; 2023Q3: 33,943 shares; 2023Q4: 26,955 shares 26,955 $933K 0.01% -6,988 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,714 shares; 2022Q3: 1,667 shares; 2022Q4: 2,802 shares; 2023Q1: 2,234 shares; 2023Q2: 2,239 shares; 2023Q3: 2,405 shares; 2023Q4: 2,972 shares 2,972 $931K 0.01% +567 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: 3,734 shares; 2022Q3: 3,678 shares; 2022Q4: 9,714 shares; 2023Q1: 4,817 shares; 2023Q2: 4,873 shares; 2023Q3: 6,580 shares; 2023Q4: 6,788 shares 6,788 $931K 0.01% +208 Timeline CALLON PETROLEUM CORP CALLON PETROLEUM CORP More: the full row for CALLON PETROLEUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,690 shares; 2022Q3: 17,993 shares; 2022Q4: 19,253 shares; 2023Q1: 20,235 shares; 2023Q2: 22,206 shares; 2023Q3: 21,801 shares; 2023Q4: 28,705 shares 28,705 $930K 0.01% +6,904 NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,903 shares; 2023Q1: 2,611 shares; 2023Q2: 3,002 shares; 2023Q3: 3,192 shares; 2023Q4: 4,037 shares 4,037 $927K 0.01% +845 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: 25,817 shares; 2022Q3: 28,567 shares; 2022Q4: 29,644 shares; 2023Q1: 29,676 shares; 2023Q2: 37,439 shares; 2023Q3: 38,598 shares; 2023Q4: 44,401 shares 44,401 $927K 0.01% +5,803 Timeline AMAX 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: 148,168 shares; 2022Q3: 138,405 shares; 2022Q4: 98,342 shares; 2023Q1: 110,900 shares; 2023Q2: 112,896 shares; 2023Q3: 107,097 shares; 2023Q4: 121,197 shares 121,197 $924K 0.01% +14,100 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,217 shares; 2022Q3: 17,202 shares; 2022Q4: 21,108 shares; 2023Q1: 22,938 shares; 2023Q2: 12,049 shares; 2023Q3: 15,190 shares; 2023Q4: 4,087 shares 4,087 $919K 0.01% -11,103 EQUITRANS MIDSTREAM CORP NPV EQUITRANS MIDSTREAM CORP NPV More: the full row for EQUITRANS MIDSTREAM CORP NPV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 28,976 shares; 2022Q3: not reported; 2022Q4: 57,050 shares; 2023Q1: 90,191 shares; 2023Q2: 91,433 shares; 2023Q3: 90,682 shares; 2023Q4: 90,264 shares 90,264 $919K 0.01% -418 SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,605 shares; 2022Q3: 4,033 shares; 2022Q4: 5,677 shares; 2023Q1: 5,582 shares; 2023Q2: 7,694 shares; 2023Q3: 10,722 shares; 2023Q4: 6,421 shares 6,421 $916K 0.01% -4,301 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,866 shares; 2023Q3: 19,935 shares; 2023Q4: 18,792 shares 18,792 $916K 0.01% -1,143 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,522 shares; 2022Q3: 5,793 shares; 2022Q4: 5,705 shares; 2023Q1: 6,365 shares; 2023Q2: 6,115 shares; 2023Q3: 6,864 shares; 2023Q4: 8,113 shares 8,113 $912K 0.01% +1,249 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,346 shares; 2022Q3: 7,289 shares; 2022Q4: 7,114 shares; 2023Q1: 14,037 shares; 2023Q2: 14,430 shares; 2023Q3: 11,706 shares; 2023Q4: 15,573 shares 15,573 $910K 0.01% +3,867 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,269 shares; 2022Q3: 13,553 shares; 2022Q4: 12,942 shares; 2023Q1: 12,571 shares; 2023Q2: 13,126 shares; 2023Q3: 15,449 shares; 2023Q4: 15,873 shares 15,873 $910K 0.01% +424 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 226 shares; 2023Q1: 242 shares; 2023Q2: 315 shares; 2023Q3: 398 shares; 2023Q4: 396 shares 396 $906K 0.01% -2 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,183 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7,147 shares; 2023Q2: 6,442 shares; 2023Q3: 16,159 shares; 2023Q4: 7,661 shares 7,661 $902K 0.01% -8,498 Timeline IEUR 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: 37,777 shares; 2023Q1: 38,490 shares; 2023Q2: 20,577 shares; 2023Q3: 19,835 shares; 2023Q4: 16,375 shares 16,375 $901K 0.01% -3,460 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,718 shares; 2022Q3: 2,651 shares; 2022Q4: 8,353 shares; 2023Q1: 6,205 shares; 2023Q2: 6,237 shares; 2023Q3: 7,133 shares; 2023Q4: 7,159 shares 7,159 $899K 0.01% +26 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,633 shares; 2022Q3: 9,628 shares; 2022Q4: 11,008 shares; 2023Q1: 10,690 shares; 2023Q2: 10,092 shares; 2023Q3: 9,693 shares; 2023Q4: 9,826 shares 9,826 $894K 0.01% +133 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: 17,961 shares; 2022Q3: 16,064 shares; 2022Q4: 22,851 shares; 2023Q1: 30,479 shares; 2023Q2: 52,622 shares; 2023Q3: 20,042 shares; 2023Q4: 18,695 shares 18,695 $894K 0.01% -1,347 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: 11,849 shares; 2022Q3: 11,488 shares; 2022Q4: 10,571 shares; 2023Q1: 10,141 shares; 2023Q2: 9,964 shares; 2023Q3: 9,968 shares; 2023Q4: 9,912 shares 9,912 $894K 0.01% -56 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 170,512 shares; 2022Q3: 82,025 shares; 2022Q4: 76,951 shares; 2023Q1: 65,902 shares; 2023Q2: 76,465 shares; 2023Q3: 49,209 shares; 2023Q4: 43,654 shares 43,654 $894K 0.01% -5,555 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 26,232 shares; 2022Q3: 59,487 shares; 2022Q4: 60,894 shares; 2023Q1: 66,989 shares; 2023Q2: 70,745 shares; 2023Q3: 72,540 shares; 2023Q4: 72,420 shares 72,420 $892K 0.01% -120 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,684 shares; 2022Q3: 21,907 shares; 2022Q4: 27,158 shares; 2023Q1: 28,466 shares; 2023Q2: 29,586 shares; 2023Q3: 32,031 shares; 2023Q4: 35,972 shares 35,972 $892K 0.01% +3,941 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: 23,585 shares; 2022Q3: 23,284 shares; 2022Q4: 28,039 shares; 2023Q1: 31,734 shares; 2023Q2: 32,040 shares; 2023Q3: 30,392 shares; 2023Q4: 31,465 shares 31,465 $890K 0.01% +1,073 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,019 shares; 2022Q3: 10,885 shares; 2022Q4: 19,579 shares; 2023Q1: 16,957 shares; 2023Q2: 19,716 shares; 2023Q3: 23,480 shares; 2023Q4: 27,608 shares 27,608 $886K 0.01% +4,128 Timeline 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: 65,676 shares; 2022Q3: 70,219 shares; 2022Q4: 72,258 shares; 2023Q1: 72,125 shares; 2023Q2: 72,223 shares; 2023Q3: 50,729 shares; 2023Q4: 17,690 shares 17,690 $883K 0.01% -33,039 Timeline BLCO BAUSCH PLUS LOMB CORP More: the full row for BAUSCH PLUS LOMB 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: not reported; 2023Q3: not reported; 2023Q4: 51,508 shares 51,508 $879K 0.01% new Timeline EEMV 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: 49,497 shares; 2022Q3: 51,320 shares; 2022Q4: 196,575 shares; 2023Q1: 20,231 shares; 2023Q2: 14,485 shares; 2023Q3: 14,125 shares; 2023Q4: 15,697 shares 15,697 $873K 0.01% +1,572 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,312 shares; 2022Q3: 11,775 shares; 2022Q4: 12,977 shares; 2023Q1: 13,081 shares; 2023Q2: 13,136 shares; 2023Q3: 12,175 shares; 2023Q4: 14,226 shares 14,226 $870K 0.01% +2,051 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: not reported; 2023Q4: 18,028 shares 18,028 $868K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,802 shares; 2022Q3: 8,208 shares; 2022Q4: 6,806 shares; 2023Q1: 5,420 shares; 2023Q2: 5,388 shares; 2023Q3: 5,627 shares; 2023Q4: 6,084 shares 6,084 $868K 0.01% +457 Timeline DOCT 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: 15,355 shares; 2022Q3: 19,694 shares; 2022Q4: 22,830 shares; 2023Q1: 21,125 shares; 2023Q2: 16,590 shares; 2023Q3: 15,818 shares; 2023Q4: 23,780 shares 23,780 $865K 0.01% +7,962 Timeline ICVT 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: 10,741 shares; 2022Q3: 8,456 shares; 2022Q4: 39,807 shares; 2023Q1: 31,801 shares; 2023Q2: 21,064 shares; 2023Q3: 12,887 shares; 2023Q4: 10,981 shares 10,981 $863K 0.01% -1,906 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: 50,601 shares; 2023Q1: 41,961 shares; 2023Q2: 31,321 shares; 2023Q3: 30,071 shares; 2023Q4: 30,271 shares 30,271 $860K 0.01% +200 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT 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: not reported; 2023Q3: not reported; 2023Q4: 20,412 shares 20,412 $858K 0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 41,783 shares; 2022Q3: 40,897 shares; 2022Q4: 39,754 shares; 2023Q1: 23,340 shares; 2023Q2: 21,562 shares; 2023Q3: 42,284 shares; 2023Q4: 40,341 shares 40,341 $857K 0.01% -1,943 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: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 566 shares; 2023Q4: 2,205 shares 2,205 $857K 0.01% +1,639 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: 4,827 shares; 2022Q3: 6,524 shares; 2022Q4: 9,968 shares; 2023Q1: 9,664 shares; 2023Q2: 10,761 shares; 2023Q3: 11,194 shares; 2023Q4: 10,600 shares 10,600 $852K 0.01% -594 Timeline DON 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: 46,014 shares; 2022Q3: 46,279 shares; 2022Q4: 46,130 shares; 2023Q1: 20,344 shares; 2023Q2: 20,752 shares; 2023Q3: 18,705 shares; 2023Q4: 18,616 shares 18,616 $851K 0.01% -89 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,658 shares; 2023Q1: 9,878 shares; 2023Q2: 8,818 shares; 2023Q3: 8,930 shares; 2023Q4: 16,457 shares 16,457 $850K 0.01% +7,527 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,596 shares; 2022Q3: 14,188 shares; 2022Q4: 9,831 shares; 2023Q1: 14,555 shares; 2023Q2: 15,650 shares; 2023Q3: 15,513 shares; 2023Q4: 15,192 shares 15,192 $849K 0.01% -321 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 26,252 shares; 2023Q2: 24,514 shares; 2023Q3: 25,355 shares; 2023Q4: 44,769 shares 44,769 $849K 0.01% +19,414 Timeline XSVM 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 12,015 shares; 2023Q3: 15,029 shares; 2023Q4: 15,655 shares 15,655 $848K 0.01% +626 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,401 shares; 2022Q3: 1,683 shares; 2022Q4: 1,325 shares; 2023Q1: 3,271 shares; 2023Q2: 2,994 shares; 2023Q3: 6,407 shares; 2023Q4: 2,773 shares 2,773 $844K 0.01% -3,634 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: 25,309 shares; 2022Q3: 29,472 shares; 2022Q4: 31,016 shares; 2023Q1: 33,603 shares; 2023Q2: 33,811 shares; 2023Q3: 32,870 shares; 2023Q4: 20,006 shares 20,006 $844K 0.01% -12,864 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: not reported; 2022Q3: 15,340 shares; 2022Q4: 31,515 shares; 2023Q1: 44,765 shares; 2023Q2: 47,015 shares; 2023Q3: 53,646 shares; 2023Q4: 85,175 shares 85,175 $842K 0.01% +31,529 Timeline 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: 12,154 shares; 2022Q3: 24,086 shares; 2022Q4: 12,668 shares; 2023Q1: 13,132 shares; 2023Q2: 14,384 shares; 2023Q3: 14,079 shares; 2023Q4: 14,554 shares 14,554 $837K 0.01% +475 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 29,389 shares; 2022Q3: 34,197 shares; 2022Q4: 33,318 shares; 2023Q1: 30,700 shares; 2023Q2: 31,637 shares; 2023Q3: 22,568 shares; 2023Q4: 23,111 shares 23,111 $835K 0.01% +543 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 17,227 shares; 2023Q1: 17,311 shares; 2023Q2: 14,852 shares; 2023Q3: 14,651 shares; 2023Q4: 15,718 shares 15,718 $825K 0.01% +1,067 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,727 shares; 2022Q3: 8,357 shares; 2022Q4: 8,014 shares; 2023Q1: 8,216 shares; 2023Q2: 9,194 shares; 2023Q3: 9,265 shares; 2023Q4: 9,020 shares 9,020 $822K 0.01% -245 Timeline TIPX 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: 23,940 shares; 2023Q3: 48,266 shares; 2023Q4: 44,181 shares 44,181 $821K 0.01% -4,085 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: 17,503 shares; 2023Q1: 16,304 shares; 2023Q2: 40,478 shares; 2023Q3: 42,628 shares; 2023Q4: 35,277 shares 35,277 $821K 0.01% -7,351 PRF 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: 27,233 shares; 2022Q3: 5,731 shares; 2022Q4: 4,822 shares; 2023Q1: 5,112 shares; 2023Q2: 4,644 shares; 2023Q3: 24,682 shares; 2023Q4: 23,315 shares 23,315 $821K 0.01% -1,367 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 7,807 shares; 2022Q4: 12,163 shares; 2023Q1: 8,772 shares; 2023Q2: 9,816 shares; 2023Q3: 10,576 shares; 2023Q4: 9,840 shares 9,840 $819K 0.01% -736 Timeline DIM 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: 13,596 shares; 2022Q3: 13,849 shares; 2022Q4: 14,328 shares; 2023Q1: 13,981 shares; 2023Q2: 14,068 shares; 2023Q3: 13,803 shares; 2023Q4: 13,437 shares 13,437 $817K 0.01% -366 Timeline EZU 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: 16,752 shares; 2022Q3: 16,037 shares; 2022Q4: 17,575 shares; 2023Q1: 25,814 shares; 2023Q2: 30,743 shares; 2023Q3: 17,617 shares; 2023Q4: 17,158 shares 17,158 $814K 0.01% -459 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 72,997 shares; 2022Q3: 49,413 shares; 2022Q4: 32,080 shares; 2023Q1: 31,579 shares; 2023Q2: 37,642 shares; 2023Q3: 37,203 shares; 2023Q4: 39,818 shares 39,818 $813K 0.01% +2,615 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: 26,343 shares; 2022Q3: 25,095 shares; 2022Q4: 26,845 shares; 2023Q1: 23,776 shares; 2023Q2: 26,077 shares; 2023Q3: 26,989 shares; 2023Q4: 26,966 shares 26,966 $811K 0.01% -23 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 39,700 shares 39,700 $811K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 699 shares; 2023Q1: 749 shares; 2023Q2: 521 shares; 2023Q3: 501 shares; 2023Q4: 1,765 shares 1,765 $808K 0.01% +1,264 Timeline Vital Energy Inc Vital Energy Inc More: the full row for Vital Energy Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,914 shares; 2022Q3: 11,311 shares; 2022Q4: 13,567 shares; 2023Q1: 15,318 shares; 2023Q2: 16,561 shares; 2023Q3: 16,007 shares; 2023Q4: 17,761 shares 17,761 $808K 0.01% +1,754 IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,144 shares; 2023Q1: 3,055 shares; 2023Q2: 2,620 shares; 2023Q3: 2,656 shares; 2023Q4: 3,479 shares 3,479 $805K 0.01% +823 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 121,292 shares; 2022Q3: 103,218 shares; 2022Q4: 80,345 shares; 2023Q1: 79,284 shares; 2023Q2: 82,303 shares; 2023Q3: 83,061 shares; 2023Q4: 70,602 shares 70,602 $803K 0.01% -12,459 Timeline SDOG 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: 12,437 shares; 2022Q3: 18,395 shares; 2022Q4: 16,786 shares; 2023Q1: 17,014 shares; 2023Q2: 11,338 shares; 2023Q3: 12,024 shares; 2023Q4: 15,674 shares 15,674 $803K 0.01% +3,650 Timeline IYE 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: 42,589 shares; 2022Q3: 32,355 shares; 2022Q4: 41,784 shares; 2023Q1: 20,634 shares; 2023Q2: 20,741 shares; 2023Q3: 19,499 shares; 2023Q4: 18,203 shares 18,203 $803K 0.01% -1,296 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,644 shares; 2023Q4: 12,256 shares 12,256 $803K 0.01% +7,612 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 56,952 shares; 2022Q3: 65,730 shares; 2022Q4: 81,296 shares; 2023Q1: 78,760 shares; 2023Q2: 48,798 shares; 2023Q3: 40,273 shares; 2023Q4: 39,252 shares 39,252 $803K 0.01% -1,021 MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,653 shares; 2023Q4: 13,378 shares 13,378 $799K 0.01% +4,725 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 12,585 shares; 2023Q1: 71,071 shares; 2023Q2: 17,984 shares; 2023Q3: 19,932 shares; 2023Q4: 31,213 shares 31,213 $797K 0.01% +11,281 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,276 shares; 2022Q3: 16,874 shares; 2022Q4: 17,447 shares; 2023Q1: 18,165 shares; 2023Q2: 18,741 shares; 2023Q3: 19,127 shares; 2023Q4: 18,812 shares 18,812 $796K 0.01% -315 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: not reported; 2022Q4: not reported; 2023Q1: 18,688 shares; 2023Q2: 27,454 shares; 2023Q3: 31,291 shares; 2023Q4: 37,218 shares 37,218 $791K 0.01% +5,927 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: 25,434 shares; 2022Q3: 24,906 shares; 2022Q4: 27,802 shares; 2023Q1: 28,006 shares; 2023Q2: 29,907 shares; 2023Q3: 30,165 shares; 2023Q4: 37,536 shares 37,536 $789K 0.01% +7,371 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,570 shares; 2022Q3: 3,616 shares; 2022Q4: 4,117 shares; 2023Q1: 5,165 shares; 2023Q2: 9,151 shares; 2023Q3: 10,756 shares; 2023Q4: 10,696 shares 10,696 $789K 0.01% -60 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: 5,100 shares; 2023Q2: 5,038 shares; 2023Q3: 7,098 shares; 2023Q4: 16,469 shares 16,469 $788K 0.01% +9,371 Timeline AGGY 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: 12,437 shares; 2022Q3: 13,871 shares; 2022Q4: 15,110 shares; 2023Q1: 14,552 shares; 2023Q2: 16,249 shares; 2023Q3: 18,018 shares; 2023Q4: 17,805 shares 17,805 $784K 0.01% -213 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 3,097 shares; 2022Q4: not reported; 2023Q1: 2,789 shares; 2023Q2: 3,248 shares; 2023Q3: 7,656 shares; 2023Q4: 7,617 shares 7,617 $784K 0.01% -39 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,584 shares; 2022Q3: not reported; 2022Q4: 4,160 shares; 2023Q1: 4,050 shares; 2023Q2: 3,724 shares; 2023Q3: 3,853 shares; 2023Q4: 4,370 shares 4,370 $782K 0.01% +517 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: not reported; 2023Q2: not reported; 2023Q3: 3,776 shares; 2023Q4: 14,338 shares 14,338 $782K 0.01% +10,562 Timeline FTXL 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: 10,080 shares; 2022Q3: 9,535 shares; 2022Q4: 10,114 shares; 2023Q1: 9,097 shares; 2023Q2: 9,287 shares; 2023Q3: 10,808 shares; 2023Q4: 9,562 shares 9,562 $780K 0.01% -1,246 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 4,947 shares; 2022Q4: 5,254 shares; 2023Q1: 4,753 shares; 2023Q2: 5,563 shares; 2023Q3: 7,213 shares; 2023Q4: 13,054 shares 13,054 $778K 0.01% +5,841 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: 3,507 shares; 2022Q3: 6,626 shares; 2022Q4: 3,282 shares; 2023Q1: 3,765 shares; 2023Q2: 4,195 shares; 2023Q3: 4,179 shares; 2023Q4: 4,157 shares 4,157 $778K 0.01% -22 Timeline BBUS 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: 6,610 shares; 2023Q4: 9,061 shares 9,061 $778K 0.01% +2,451 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,132 shares; 2022Q3: not reported; 2022Q4: 4,569 shares; 2023Q1: 4,599 shares; 2023Q2: 5,564 shares; 2023Q3: 6,273 shares; 2023Q4: 7,703 shares 7,703 $776K 0.01% +1,430 Timeline PTEU PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20,327 shares; 2022Q3: 28,959 shares; 2022Q4: 30,559 shares; 2023Q1: 30,659 shares; 2023Q2: 33,106 shares; 2023Q3: 32,214 shares; 2023Q4: 31,076 shares 31,076 $773K 0.01% -1,138 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: 12,014 shares; 2022Q4: 24,253 shares; 2023Q1: 20,976 shares; 2023Q2: 20,526 shares; 2023Q3: 19,596 shares; 2023Q4: 23,566 shares 23,566 $771K 0.01% +3,970 Timeline IJK 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: 10,505 shares; 2022Q3: 10,939 shares; 2022Q4: 10,112 shares; 2023Q1: 11,066 shares; 2023Q2: 9,341 shares; 2023Q3: 9,697 shares; 2023Q4: 9,725 shares 9,725 $770K 0.01% +28 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: not reported; 2022Q3: not reported; 2022Q4: 15,908 shares; 2023Q1: 16,347 shares; 2023Q2: 20,259 shares; 2023Q3: 15,156 shares; 2023Q4: 14,665 shares 14,665 $770K 0.01% -491 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: 39,732 shares; 2022Q3: 104,054 shares; 2022Q4: 29,887 shares; 2023Q1: 30,824 shares; 2023Q2: 34,957 shares; 2023Q3: 31,241 shares; 2023Q4: 48,500 shares 48,500 $769K 0.01% +17,259 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 16,696 shares; 2022Q3: 16,147 shares; 2022Q4: 19,832 shares; 2023Q1: 20,963 shares; 2023Q2: 18,370 shares; 2023Q3: 18,808 shares; 2023Q4: 16,816 shares 16,816 $769K 0.01% -1,992 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: 5,643 shares; 2022Q3: 7,035 shares; 2022Q4: 9,594 shares; 2023Q1: 10,161 shares; 2023Q2: 10,696 shares; 2023Q3: 13,601 shares; 2023Q4: 14,467 shares 14,467 $767K 0.01% +866 Timeline UFOX 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: 42,636 shares; 2022Q3: 38,537 shares; 2022Q4: 36,910 shares; 2023Q1: 34,587 shares; 2023Q2: 36,703 shares; 2023Q3: 35,894 shares; 2023Q4: 21,327 shares 21,327 $764K 0.01% -14,567 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: 2,530 shares; 2023Q1: 3,143 shares; 2023Q2: 2,626 shares; 2023Q3: 2,235 shares; 2023Q4: 2,257 shares 2,257 $761K 0.01% +22 Timeline HEFA 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: 24,339 shares; 2022Q3: 26,303 shares; 2022Q4: 33,696 shares; 2023Q1: 24,844 shares; 2023Q2: 21,937 shares; 2023Q3: 23,925 shares; 2023Q4: 24,095 shares 24,095 $759K 0.01% +170 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 41,642 shares; 2023Q3: 41,642 shares; 2023Q4: 39,502 shares 39,502 $759K 0.01% -2,140 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,808 shares 8,808 $752K 0.01% new 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: 32,810 shares; 2022Q3: 177,914 shares; 2022Q4: 29,954 shares; 2023Q1: 24,702 shares; 2023Q2: 21,846 shares; 2023Q3: 20,683 shares; 2023Q4: 20,736 shares 20,736 $749K 0.01% +53 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: 6,052 shares; 2022Q3: 6,778 shares; 2022Q4: 9,329 shares; 2023Q1: 8,388 shares; 2023Q2: 9,454 shares; 2023Q3: 9,708 shares; 2023Q4: 9,513 shares 9,513 $748K 0.01% -195 Timeline USRT 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: 15,761 shares; 2022Q3: 16,805 shares; 2022Q4: 15,234 shares; 2023Q1: 13,768 shares; 2023Q2: 13,533 shares; 2023Q3: 14,019 shares; 2023Q4: 13,775 shares 13,775 $748K 0.01% -244 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,763 shares; 2022Q3: not reported; 2022Q4: 9,362 shares; 2023Q1: 10,243 shares; 2023Q2: 10,606 shares; 2023Q3: 13,254 shares; 2023Q4: 15,029 shares 15,029 $747K 0.01% +1,775 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: 8,449 shares; 2023Q1: 15,297 shares; 2023Q2: 15,640 shares; 2023Q3: 17,282 shares; 2023Q4: 29,483 shares 29,483 $747K 0.01% +12,201 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 37,831 shares; 2022Q3: 37,861 shares; 2022Q4: 38,721 shares; 2023Q1: 39,261 shares; 2023Q2: 35,653 shares; 2023Q3: 36,781 shares; 2023Q4: 44,803 shares 44,803 $747K 0.01% +8,022 Timeline XYLD 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: 15,456 shares; 2022Q3: 9,618 shares; 2022Q4: 12,009 shares; 2023Q1: 13,600 shares; 2023Q2: 11,647 shares; 2023Q3: 16,933 shares; 2023Q4: 18,934 shares 18,934 $747K 0.01% +2,001 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,790 shares; 2022Q3: 2,342 shares; 2022Q4: 3,480 shares; 2023Q1: 3,362 shares; 2023Q2: 2,906 shares; 2023Q3: 2,617 shares; 2023Q4: 3,033 shares 3,033 $738K 0.01% +416 Timeline FNDX 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: 6,171 shares; 2023Q1: 8,939 shares; 2023Q2: 9,860 shares; 2023Q3: 10,804 shares; 2023Q4: 11,911 shares 11,911 $738K 0.01% +1,107 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: 16,291 shares 16,291 $737K 0.01% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,432 shares; 2023Q1: 2,309 shares; 2023Q2: 2,227 shares; 2023Q3: 2,626 shares; 2023Q4: 2,603 shares 2,603 $737K 0.01% -23 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM 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: 38,419 shares; 2023Q4: 57,480 shares 57,480 $736K 0.01% +19,061 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 32,818 shares; 2022Q3: 38,103 shares; 2022Q4: 41,189 shares; 2023Q1: 41,228 shares; 2023Q2: 45,998 shares; 2023Q3: 43,286 shares; 2023Q4: 38,287 shares 38,287 $733K 0.01% -4,999 Timeline IXN 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: 21,311 shares; 2022Q3: 22,488 shares; 2022Q4: 17,929 shares; 2023Q1: 11,347 shares; 2023Q2: 11,405 shares; 2023Q3: 11,516 shares; 2023Q4: 10,747 shares 10,747 $733K 0.01% -769 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 25,465 shares; 2023Q3: 25,465 shares; 2023Q4: 25,090 shares 25,090 $732K 0.01% -375 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,358 shares; 2023Q1: 10,867 shares; 2023Q2: 11,964 shares; 2023Q3: 11,325 shares; 2023Q4: 11,319 shares 11,319 $731K 0.01% -6 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: not reported; 2022Q3: not reported; 2022Q4: 21,056 shares; 2023Q1: 21,216 shares; 2023Q2: 17,812 shares; 2023Q3: 18,806 shares; 2023Q4: 21,763 shares 21,763 $730K 0.01% +2,957 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,209 shares; 2023Q1: 5,895 shares; 2023Q2: 6,030 shares; 2023Q3: 5,624 shares; 2023Q4: 5,885 shares 5,885 $730K 0.01% +261 Timeline IYJ 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: 7,291 shares; 2022Q3: 7,883 shares; 2022Q4: 8,092 shares; 2023Q1: 6,406 shares; 2023Q2: 6,606 shares; 2023Q3: 6,573 shares; 2023Q4: 6,373 shares 6,373 $729K 0.01% -200 Timeline HYZD 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: 37,832 shares; 2022Q3: 35,677 shares; 2022Q4: 36,811 shares; 2023Q1: 38,326 shares; 2023Q2: 39,206 shares; 2023Q3: 37,045 shares; 2023Q4: 33,670 shares 33,670 $728K 0.01% -3,375 Timeline IYT 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: 2,775 shares; 2022Q3: 2,738 shares; 2022Q4: 2,694 shares; 2023Q1: 2,866 shares; 2023Q2: 2,793 shares; 2023Q3: 2,793 shares; 2023Q4: 2,773 shares 2,773 $728K 0.01% -20 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 7,060 shares; 2022Q4: 6,609 shares; 2023Q1: 6,317 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,034 shares 15,034 $727K 0.01% new Timeline SPYD 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: 33,235 shares; 2022Q3: 43,226 shares; 2022Q4: 36,504 shares; 2023Q1: 32,954 shares; 2023Q2: 24,170 shares; 2023Q3: 24,667 shares; 2023Q4: 18,539 shares 18,539 $727K 0.01% -6,128 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,971 shares; 2023Q1: 3,242 shares; 2023Q2: 3,567 shares; 2023Q3: 3,385 shares; 2023Q4: 3,275 shares 3,275 $726K 0.01% -110 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 21,662 shares; 2022Q3: 21,662 shares; 2022Q4: 21,662 shares; 2023Q1: 21,662 shares; 2023Q2: 21,662 shares; 2023Q3: 21,430 shares; 2023Q4: 21,430 shares 21,430 $723K 0.01% 0 Timeline XJH 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: 18,282 shares; 2022Q3: 17,936 shares; 2022Q4: 16,317 shares; 2023Q1: 16,266 shares; 2023Q2: 18,900 shares; 2023Q3: 18,932 shares; 2023Q4: 19,127 shares 19,127 $722K 0.01% +195 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: not reported; 2022Q3: not reported; 2022Q4: 8,832 shares; 2023Q1: 12,520 shares; 2023Q2: 14,440 shares; 2023Q3: 21,009 shares; 2023Q4: 22,039 shares 22,039 $719K 0.01% +1,030 WCLD 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: 26,421 shares; 2022Q3: 23,413 shares; 2022Q4: 20,632 shares; 2023Q1: 20,301 shares; 2023Q2: 21,088 shares; 2023Q3: 20,169 shares; 2023Q4: 20,485 shares 20,485 $716K 0.01% +316 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 27,049 shares; 2022Q3: 26,876 shares; 2022Q4: 27,082 shares; 2023Q1: 26,192 shares; 2023Q2: 26,991 shares; 2023Q3: 26,436 shares; 2023Q4: 23,460 shares 23,460 $714K 0.01% -2,976 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,744 shares; 2022Q3: 51,193 shares; 2022Q4: 12,397 shares; 2023Q1: 25,807 shares; 2023Q2: 26,272 shares; 2023Q3: 24,633 shares; 2023Q4: 24,870 shares 24,870 $713K 0.01% +237 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 127,763 shares; 2022Q3: 112,968 shares; 2022Q4: 105,127 shares; 2023Q1: 72,194 shares; 2023Q2: 93,770 shares; 2023Q3: 47,686 shares; 2023Q4: 41,426 shares 41,426 $712K 0.01% -6,260 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,300 shares; 2022Q3: 31,429 shares; 2022Q4: 28,642 shares; 2023Q1: 23,617 shares; 2023Q2: 4,670 shares; 2023Q3: 4,619 shares; 2023Q4: 4,200 shares 4,200 $711K 0.01% -419 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,549 shares; 2023Q1: 3,848 shares; 2023Q2: 3,758 shares; 2023Q3: 3,888 shares; 2023Q4: 6,687 shares 6,687 $710K 0.01% +2,799 Timeline EEM 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: 49,336 shares; 2022Q3: 11,766 shares; 2022Q4: 12,603 shares; 2023Q1: 25,424 shares; 2023Q2: 17,905 shares; 2023Q3: 16,421 shares; 2023Q4: 17,628 shares 17,628 $709K 0.01% +1,207 Timeline IAT 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: 9,758 shares; 2022Q3: 10,160 shares; 2022Q4: 10,392 shares; 2023Q1: 16,016 shares; 2023Q2: 56,296 shares; 2023Q3: 19,182 shares; 2023Q4: 16,929 shares 16,929 $708K 0.01% -2,253 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,825 shares; 2022Q3: 2,297 shares; 2022Q4: 3,608 shares; 2023Q1: 3,862 shares; 2023Q2: 4,538 shares; 2023Q3: 4,807 shares; 2023Q4: 6,566 shares 6,566 $707K 0.01% +1,759 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,344 shares; 2022Q3: 4,462 shares; 2022Q4: 5,995 shares; 2023Q1: 7,224 shares; 2023Q2: 9,240 shares; 2023Q3: 9,272 shares; 2023Q4: 8,283 shares 8,283 $707K 0.01% -989 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,753 shares; 2022Q3: 16,695 shares; 2022Q4: 17,730 shares; 2023Q1: 8,280 shares; 2023Q2: 7,347 shares; 2023Q3: 10,964 shares; 2023Q4: 10,932 shares 10,932 $706K 0.01% -32 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,314 shares; 2022Q3: not reported; 2022Q4: 5,493 shares; 2023Q1: 4,522 shares; 2023Q2: 4,298 shares; 2023Q3: 9,889 shares; 2023Q4: 8,426 shares 8,426 $704K 0.01% -1,463 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: not reported; 2023Q1: 3,027 shares; 2023Q2: 3,486 shares; 2023Q3: 3,692 shares; 2023Q4: 8,560 shares 8,560 $698K 0.01% +4,868 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,163 shares; 2022Q3: 34,555 shares; 2022Q4: 39,648 shares; 2023Q1: 27,862 shares; 2023Q2: 28,429 shares; 2023Q3: 40,656 shares; 2023Q4: 21,887 shares 21,887 $698K 0.01% -18,769 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,245 shares; 2022Q3: 10,300 shares; 2022Q4: 10,356 shares; 2023Q1: 10,418 shares; 2023Q2: 10,517 shares; 2023Q3: 10,605 shares; 2023Q4: 10,704 shares 10,704 $697K 0.01% +99 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: not reported; 2022Q4: 1,545 shares; 2023Q1: 1,480 shares; 2023Q2: 1,350 shares; 2023Q3: 2,347 shares; 2023Q4: 2,535 shares 2,535 $696K 0.01% +188 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,689 shares; 2023Q1: 2,204 shares; 2023Q2: 2,076 shares; 2023Q3: 2,269 shares; 2023Q4: 2,914 shares 2,914 $696K 0.01% +645 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,673 shares; 2023Q1: 2,830 shares; 2023Q2: 2,562 shares; 2023Q3: 4,616 shares; 2023Q4: 5,024 shares 5,024 $695K 0.01% +408 Timeline FUMB 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,117 shares; 2023Q4: 34,568 shares 34,568 $693K 0.01% +23,451 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,873 shares; 2023Q1: 6,873 shares; 2023Q2: 6,900 shares; 2023Q3: 15,927 shares; 2023Q4: 15,920 shares 15,920 $693K 0.01% -7 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,554 shares; 2022Q3: 2,609 shares; 2022Q4: 2,747 shares; 2023Q1: 3,038 shares; 2023Q2: 3,234 shares; 2023Q3: 2,838 shares; 2023Q4: 3,175 shares 3,175 $693K 0.01% +337 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: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 29,935 shares; 2023Q3: 35,277 shares; 2023Q4: 36,494 shares 36,494 $692K 0.01% +1,217 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: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,308 shares; 2023Q3: 5,103 shares; 2023Q4: 5,674 shares 5,674 $689K 0.01% +571 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: 2,742 shares; 2022Q3: 2,806 shares; 2022Q4: 3,533 shares; 2023Q1: 3,375 shares; 2023Q2: 2,216 shares; 2023Q3: 2,372 shares; 2023Q4: 2,605 shares 2,605 $688K 0.01% +233 Timeline RZV 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: 6,680 shares; 2022Q3: 6,680 shares; 2022Q4: 6,680 shares; 2023Q1: 8,330 shares; 2023Q2: 6,238 shares; 2023Q3: 5,686 shares; 2023Q4: 6,410 shares 6,410 $688K 0.01% +724 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,285 shares; 2022Q3: 12,576 shares; 2022Q4: 12,576 shares; 2023Q1: 17,210 shares; 2023Q2: 17,848 shares; 2023Q3: 17,848 shares; 2023Q4: 18,105 shares 18,105 $683K 0.01% +257 Timeline DXJ 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: 3,218 shares; 2023Q3: 11,467 shares; 2023Q4: 7,752 shares 7,752 $682K 0.01% -3,715 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 42,958 shares; 2022Q3: 36,981 shares; 2022Q4: 44,965 shares; 2023Q1: 18,722 shares; 2023Q2: 16,129 shares; 2023Q3: 20,871 shares; 2023Q4: 16,477 shares 16,477 $682K 0.01% -4,394 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 816 shares; 2023Q1: 854 shares; 2023Q2: 889 shares; 2023Q3: 817 shares; 2023Q4: 822 shares 822 $681K 0.01% +5 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 22,084 shares; 2022Q3: 23,117 shares; 2022Q4: 9,343 shares; 2023Q1: 9,408 shares; 2023Q2: 9,006 shares; 2023Q3: 10,285 shares; 2023Q4: 10,999 shares 10,999 $681K 0.01% +714 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: not reported; 2022Q3: not reported; 2022Q4: 5,925 shares; 2023Q1: 6,035 shares; 2023Q2: 9,352 shares; 2023Q3: 10,908 shares; 2023Q4: 11,500 shares 11,500 $679K 0.01% +592 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,900 shares; 2022Q3: 4,542 shares; 2022Q4: 4,692 shares; 2023Q1: 4,799 shares; 2023Q2: 4,771 shares; 2023Q3: 5,349 shares; 2023Q4: 5,317 shares 5,317 $677K 0.01% -32 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,969 shares; 2023Q4: 23,283 shares 23,283 $677K 0.01% -686 Timeline LRGF 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: 9,950 shares; 2022Q3: 9,958 shares; 2022Q4: 9,965 shares; 2023Q1: 9,972 shares; 2023Q2: 9,977 shares; 2023Q3: 10,184 shares; 2023Q4: 13,990 shares 13,990 $676K 0.01% +3,806 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,839 shares; 2022Q3: 13,059 shares; 2022Q4: 16,947 shares; 2023Q1: 18,772 shares; 2023Q2: 17,659 shares; 2023Q3: 18,452 shares; 2023Q4: 18,425 shares 18,425 $675K 0.01% -27 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,467 shares; 2023Q1: 3,577 shares; 2023Q2: 4,368 shares; 2023Q3: 5,096 shares; 2023Q4: 8,644 shares 8,644 $675K 0.01% +3,548 Timeline BKCH 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: not reported; 2023Q4: 14,588 shares 14,588 $675K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 37,742 shares; 2022Q3: 36,832 shares; 2022Q4: 37,729 shares; 2023Q1: 37,498 shares; 2023Q2: 37,612 shares; 2023Q3: 39,637 shares; 2023Q4: 39,614 shares 39,614 $673K 0.01% -23 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 952 shares; 2022Q4: 1,248 shares; 2023Q1: 1,449 shares; 2023Q2: 1,931 shares; 2023Q3: 2,078 shares; 2023Q4: 1,372 shares 1,372 $672K 0.01% -706 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,197 shares; 2023Q1: 2,198 shares; 2023Q2: 2,571 shares; 2023Q3: 2,418 shares; 2023Q4: 2,309 shares 2,309 $672K 0.01% -109 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX 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: 6,975 shares; 2023Q3: 9,356 shares; 2023Q4: 13,521 shares 13,521 $668K 0.01% +4,165 Timeline TPHD 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: not reported; 2022Q3: 15,773 shares; 2022Q4: 15,773 shares; 2023Q1: 19,842 shares; 2023Q2: 20,142 shares; 2023Q3: 20,495 shares; 2023Q4: 20,142 shares 20,142 $667K 0.01% -353 Timeline DGRS 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: 14,027 shares 14,027 $665K 0.01% new 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: 14,098 shares; 2022Q3: 16,698 shares; 2022Q4: 17,066 shares; 2023Q1: 17,117 shares; 2023Q2: 16,998 shares; 2023Q3: 18,625 shares; 2023Q4: 18,659 shares 18,659 $665K 0.01% +34 Timeline EUSA 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: 11,658 shares; 2022Q3: 11,856 shares; 2022Q4: 12,279 shares; 2023Q1: 8,374 shares; 2023Q2: 8,374 shares; 2023Q3: 8,374 shares; 2023Q4: 7,863 shares 7,863 $664K 0.01% -511 Timeline IMCG 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: 8,539 shares; 2022Q3: 4,324 shares; 2022Q4: 4,700 shares; 2023Q1: 7,138 shares; 2023Q2: 7,579 shares; 2023Q3: 8,268 shares; 2023Q4: 10,253 shares 10,253 $661K 0.01% +1,985 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 652 shares 652 $660K 0.01% new 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: not reported; 2022Q4: 3,946 shares; 2023Q1: not reported; 2023Q2: 3,265 shares; 2023Q3: 4,593 shares; 2023Q4: 7,502 shares 7,502 $659K 0.01% +2,909 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,877 shares; 2022Q3: 4,879 shares; 2022Q4: 5,358 shares; 2023Q1: 4,895 shares; 2023Q2: 4,895 shares; 2023Q3: 4,990 shares; 2023Q4: 5,605 shares 5,605 $658K 0.01% +615 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,303 shares; 2022Q3: 8,503 shares; 2022Q4: 9,455 shares; 2023Q1: 7,187 shares; 2023Q2: 7,436 shares; 2023Q3: 9,451 shares; 2023Q4: 9,203 shares 9,203 $658K 0.01% -248 Timeline SLYG 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: 5,948 shares; 2022Q3: 7,715 shares; 2022Q4: 7,235 shares; 2023Q1: 8,031 shares; 2023Q2: 7,772 shares; 2023Q3: 7,833 shares; 2023Q4: 7,843 shares 7,843 $656K 0.01% +10 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 32,545 shares; 2022Q4: 32,567 shares; 2023Q1: 32,746 shares; 2023Q2: 33,045 shares; 2023Q3: 33,078 shares; 2023Q4: 32,824 shares 32,824 $655K 0.01% -254 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,351 shares; 2023Q1: 43,683 shares; 2023Q2: 13,147 shares; 2023Q3: 17,343 shares; 2023Q4: 15,561 shares 15,561 $652K 0.01% -1,782 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: 33,492 shares; 2022Q3: 68,000 shares; 2022Q4: 21,601 shares; 2023Q1: 22,260 shares; 2023Q2: 22,089 shares; 2023Q3: 21,982 shares; 2023Q4: 21,854 shares 21,854 $652K 0.01% -128 Timeline BSCQ 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: 59,370 shares; 2022Q3: 47,436 shares; 2022Q4: 58,700 shares; 2023Q1: 60,324 shares; 2023Q2: 36,645 shares; 2023Q3: 33,805 shares; 2023Q4: 33,645 shares 33,645 $649K 0.01% -160 Timeline 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: 67,126 shares; 2022Q3: 75,092 shares; 2022Q4: 70,372 shares; 2023Q1: 42,125 shares; 2023Q2: 15,411 shares; 2023Q3: 12,291 shares; 2023Q4: 9,609 shares 9,609 $649K 0.01% -2,682 Timeline FHLC 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: not reported; 2022Q3: not reported; 2022Q4: 9,768 shares; 2023Q1: 9,775 shares; 2023Q2: 3,307 shares; 2023Q3: 10,457 shares; 2023Q4: 9,940 shares 9,940 $643K 0.01% -517 Timeline UDEC 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: 17,372 shares; 2022Q3: 17,372 shares; 2022Q4: 16,288 shares; 2023Q1: 16,007 shares; 2023Q2: 16,007 shares; 2023Q3: 16,007 shares; 2023Q4: 20,041 shares 20,041 $642K 0.01% +4,034 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: 17,507 shares; 2022Q3: 17,507 shares; 2022Q4: 13,917 shares; 2023Q1: 13,655 shares; 2023Q2: 13,515 shares; 2023Q3: 23,515 shares; 2023Q4: 23,707 shares 23,707 $642K 0.01% +192 Timeline PZA 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: 8,638 shares; 2022Q3: 9,529 shares; 2022Q4: 20,053 shares; 2023Q1: 21,113 shares; 2023Q2: 26,476 shares; 2023Q3: 29,576 shares; 2023Q4: 26,479 shares 26,479 $640K 0.01% -3,097 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,880 shares; 2022Q3: 4,738 shares; 2022Q4: 5,718 shares; 2023Q1: 5,435 shares; 2023Q2: 6,678 shares; 2023Q3: 6,490 shares; 2023Q4: 6,739 shares 6,739 $639K 0.01% +249 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,941 shares; 2023Q1: not reported; 2023Q2: 4,183 shares; 2023Q3: 3,181 shares; 2023Q4: 7,309 shares 7,309 $638K 0.01% +4,128 Timeline XJR 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: 17,096 shares; 2022Q3: 17,386 shares; 2022Q4: 16,119 shares; 2023Q1: 13,910 shares; 2023Q2: 16,325 shares; 2023Q3: 16,269 shares; 2023Q4: 16,663 shares 16,663 $637K 0.01% +394 Timeline SECT 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: 8,540 shares; 2022Q4: 25,311 shares; 2023Q1: 26,815 shares; 2023Q2: 24,134 shares; 2023Q3: 21,813 shares; 2023Q4: 13,634 shares 13,634 $635K 0.01% -8,179 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,651 shares; 2023Q1: 3,185 shares; 2023Q2: 4,080 shares; 2023Q3: 4,360 shares; 2023Q4: 4,252 shares 4,252 $634K 0.01% -108 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,972 shares; 2022Q3: 4,154 shares; 2022Q4: 3,835 shares; 2023Q1: 3,979 shares; 2023Q2: 4,112 shares; 2023Q3: 5,225 shares; 2023Q4: 4,792 shares 4,792 $633K 0.01% -433 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,629 shares; 2023Q1: 3,995 shares; 2023Q2: 3,944 shares; 2023Q3: 3,684 shares; 2023Q4: 3,622 shares 3,622 $632K 0.01% -62 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,609 shares; 2022Q3: 6,146 shares; 2022Q4: 3,313 shares; 2023Q1: 2,994 shares; 2023Q2: 2,917 shares; 2023Q3: 8,069 shares; 2023Q4: 3,785 shares 3,785 $632K 0.01% -4,284 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: 8,720 shares; 2022Q3: 8,518 shares; 2022Q4: 7,657 shares; 2023Q1: 11,404 shares; 2023Q2: 10,865 shares; 2023Q3: 10,302 shares; 2023Q4: 8,220 shares 8,220 $629K 0.01% -2,082 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,642 shares; 2023Q1: 3,701 shares; 2023Q2: 3,887 shares; 2023Q3: 4,430 shares; 2023Q4: 4,469 shares 4,469 $628K 0.01% +39 BJUN 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: 9,166 shares; 2022Q3: 9,166 shares; 2022Q4: 9,166 shares; 2023Q1: 9,084 shares; 2023Q2: 24,091 shares; 2023Q3: 23,133 shares; 2023Q4: 17,579 shares 17,579 $628K 0.01% -5,554 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 12,548 shares; 2023Q2: 14,524 shares; 2023Q3: 14,845 shares; 2023Q4: 12,548 shares 12,548 $627K 0.01% -2,297 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 77,263 shares; 2022Q3: 81,924 shares; 2022Q4: 93,713 shares; 2023Q1: 104,129 shares; 2023Q2: 108,627 shares; 2023Q3: 81,597 shares; 2023Q4: 77,431 shares 77,431 $626K 0.01% -4,166 Timeline