JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,078 shares; 2024Q2: 3,298 shares; 2024Q3: 3,316 shares; 2024Q4: 3,240 shares 3,240 $121K <0.01% -76 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,764 shares; 2024Q2: 1,690 shares; 2024Q3: 1,266 shares; 2024Q4: 1,261 shares 1,261 $121K <0.01% -5 Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,054 shares; 2024Q2: 13,054 shares; 2024Q3: 13,054 shares; 2024Q4: 13,054 shares 13,054 $121K <0.01% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,442 shares; 2024Q2: 11,442 shares; 2024Q3: 8,412 shares; 2024Q4: 4,739 shares 4,739 $121K <0.01% -3,673 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,770 shares; 2024Q2: 6,603 shares; 2024Q3: 6,399 shares; 2024Q4: 7,504 shares 7,504 $120K <0.01% +1,105 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,260 shares; 2024Q2: 11,951 shares; 2024Q3: 11,911 shares; 2024Q4: 5,763 shares 5,763 $120K <0.01% -6,148 Timeline XPGPX PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,400 shares; 2024Q2: 15,400 shares; 2024Q3: 15,400 shares; 2024Q4: 15,400 shares 15,400 $120K <0.01% 0 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 12,384 shares; 2024Q3: 8,001 shares; 2024Q4: 8,259 shares 8,259 $120K <0.01% +258 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,353 shares; 2024Q4: 2,550 shares 2,550 $119K <0.01% +1,197 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,881 shares; 2024Q2: 8,881 shares; 2024Q3: 8,881 shares; 2024Q4: 8,881 shares 8,881 $119K <0.01% 0 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 18,900 shares; 2024Q4: 23,183 shares 23,183 $119K <0.01% +4,283 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,070 shares; 2024Q2: 59,803 shares; 2024Q3: 4,983 shares; 2024Q4: 4,982 shares 4,982 $119K <0.01% -1 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,200 shares; 2024Q2: 5,800 shares; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares 5,800 $118K <0.01% 0 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,471 shares; 2024Q2: 15,471 shares; 2024Q3: 15,471 shares; 2024Q4: 15,471 shares 15,471 $118K <0.01% 0 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,488 shares; 2024Q2: 3,592 shares; 2024Q3: 3,384 shares; 2024Q4: 3,331 shares 3,331 $118K <0.01% -53 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,400 shares; 2024Q2: 3,400 shares; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares 3,400 $117K <0.01% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 94 shares; 2024Q2: 56 shares; 2024Q3: 1,930 shares; 2024Q4: 852 shares 852 $117K <0.01% -1,078 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,536 shares; 2024Q2: 1,659 shares; 2024Q3: 1,611 shares; 2024Q4: 1,542 shares 1,542 $117K <0.01% -69 Timeline EMQQ 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,295 shares; 2024Q2: 3,371 shares; 2024Q3: 3,385 shares; 2024Q4: 3,385 shares 3,385 $117K <0.01% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 957 shares; 2024Q2: 1,692 shares; 2024Q3: 3,695 shares; 2024Q4: 4,790 shares 4,790 $116K <0.01% +1,095 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,012 shares; 2024Q2: 18,678 shares; 2024Q3: 17,893 shares; 2024Q4: 17,091 shares 17,091 $116K <0.01% -802 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,929 shares; 2024Q2: 1,929 shares; 2024Q3: 1,929 shares; 2024Q4: 1,929 shares 1,929 $116K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,482 shares; 2024Q2: 2,482 shares; 2024Q3: 2,482 shares; 2024Q4: 2,428 shares 2,428 $116K <0.01% -54 Timeline AHLT AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,881 shares; 2024Q4: 4,881 shares 4,881 $115K <0.01% 0 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,500 shares; 2024Q2: 4,500 shares; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares 4,500 $115K <0.01% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,514 shares; 2024Q2: 2,314 shares; 2024Q3: 2,588 shares; 2024Q4: 2,498 shares 2,498 $115K <0.01% -90 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,027 shares; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares 1,027 $114K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,800 shares; 2024Q2: 7,876 shares; 2024Q3: 7,800 shares; 2024Q4: 5,688 shares 5,688 $114K <0.01% -2,112 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,147 shares; 2024Q2: 1,201 shares; 2024Q3: 1,201 shares; 2024Q4: 1,152 shares 1,152 $114K <0.01% -49 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,230 shares; 2024Q2: 1,657 shares; 2024Q3: 1,661 shares; 2024Q4: 1,540 shares 1,540 $114K <0.01% -121 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,385 shares; 2024Q2: 2,385 shares; 2024Q3: 2,385 shares; 2024Q4: 2,385 shares 2,385 $114K <0.01% 0 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,738 shares 3,738 $114K <0.01% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 658,593 shares; 2024Q2: 6,740 shares; 2024Q3: 5,070 shares; 2024Q4: 5,805 shares 5,805 $113K <0.01% +735 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,987 shares; 2024Q2: 10,987 shares; 2024Q3: 10,987 shares; 2024Q4: 12,762 shares 12,762 $113K <0.01% +1,775 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,841 shares; 2024Q2: 3,841 shares; 2024Q3: 3,841 shares; 2024Q4: 3,841 shares 3,841 $113K <0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,114 shares; 2024Q4: 2,069 shares 2,069 $112K <0.01% -1,045 Timeline SCPHARMACEUTICALS INC SCPHARMACEUTICALS INC More: the full row for SCPHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,893 shares; 2024Q4: 31,662 shares 31,662 $112K <0.01% +17,769 LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,537 shares; 2024Q2: 1,781 shares; 2024Q3: 1,588 shares; 2024Q4: 1,646 shares 1,646 $112K <0.01% +58 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,000 shares; 2024Q2: 25,341 shares; 2024Q3: 25,341 shares; 2024Q4: 25,883 shares 25,883 $112K <0.01% +542 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,955 shares; 2024Q2: 4,955 shares; 2024Q3: 4,955 shares; 2024Q4: 4,955 shares 4,955 $111K <0.01% 0 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,246 shares; 2024Q2: 2,033 shares; 2024Q3: 1,888 shares; 2024Q4: 1,888 shares 1,888 $110K <0.01% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,993 shares; 2024Q2: 6,011 shares; 2024Q3: 5,690 shares; 2024Q4: 4,884 shares 4,884 $110K <0.01% -806 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,911 shares; 2024Q2: 4,937 shares; 2024Q3: 4,786 shares; 2024Q4: 4,786 shares 4,786 $110K <0.01% 0 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,236 shares; 2024Q2: 7,139 shares; 2024Q3: 6,941 shares; 2024Q4: 4,675 shares 4,675 $110K <0.01% -2,266 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,290 shares 4,290 $109K <0.01% new Timeline ENLINK MIDSTREAM LLC ENLINK MIDSTREAM LLC More: the full row for ENLINK MIDSTREAM LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,793 shares; 2024Q2: 14,847 shares; 2024Q3: 13,615 shares; 2024Q4: 7,649 shares 7,649 $108K <0.01% -5,966 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,336 shares; 2024Q2: 1,336 shares; 2024Q3: 1,336 shares; 2024Q4: 1,336 shares 1,336 $108K <0.01% 0 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,635 shares; 2024Q2: 9,635 shares; 2024Q3: 8,435 shares; 2024Q4: 8,435 shares 8,435 $107K <0.01% 0 Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,104 shares; 2024Q2: 2,104 shares; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares 2,104 $107K <0.01% 0 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,361 shares; 2024Q2: 1,361 shares; 2024Q3: 4,449 shares; 2024Q4: 4,315 shares 4,315 $106K <0.01% -134 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 462 shares; 2024Q2: 360 shares; 2024Q3: 330 shares; 2024Q4: 9,015 shares 9,015 $106K <0.01% +8,685 Timeline iShares MSCI Frontier 100 iShares MSCI Frontier 100 More: the full row for iShares MSCI Frontier 100 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,711 shares; 2024Q2: 4,158 shares; 2024Q3: 4,158 shares; 2024Q4: 3,917 shares 3,917 $106K <0.01% -241 CRSR CORSAIR GAMING INC More: the full row for CORSAIR GAMING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,831 shares; 2024Q2: 15,892 shares; 2024Q3: 16,000 shares; 2024Q4: 15,999 shares 15,999 $106K <0.01% -1 Timeline INKM SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,325 shares; 2024Q2: 4,950 shares; 2024Q3: not reported; 2024Q4: 3,376 shares 3,376 $106K <0.01% new Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,232 shares; 2024Q4: 799 shares 799 $105K <0.01% -433 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,612 shares; 2024Q4: 3,833 shares 3,833 $105K <0.01% +1,221 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,111 shares; 2024Q2: 2,077 shares; 2024Q3: 2,162 shares; 2024Q4: 2,183 shares 2,183 $105K <0.01% +21 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,243 shares; 2024Q2: 4,105 shares; 2024Q3: 4,139 shares; 2024Q4: 4,467 shares 4,467 $105K <0.01% +328 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,186 shares; 2024Q2: 6,291 shares; 2024Q3: 6,393 shares; 2024Q4: 6,595 shares 6,595 $105K <0.01% +202 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,721 shares; 2024Q2: 7,175 shares; 2024Q3: 7,000 shares; 2024Q4: 14,241 shares 14,241 $105K <0.01% +7,241 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,000 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares 7,000 $105K <0.01% 0 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,971 shares; 2024Q2: 1,592 shares; 2024Q3: 1,905 shares; 2024Q4: 1,851 shares 1,851 $104K <0.01% -54 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,195 shares; 2024Q2: 9,822 shares; 2024Q3: 10,186 shares; 2024Q4: 9,257 shares 9,257 $104K <0.01% -929 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,441 shares; 2024Q2: 1,635 shares; 2024Q3: 1,916 shares; 2024Q4: 1,884 shares 1,884 $104K <0.01% -32 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,004 shares; 2024Q2: 1,561 shares; 2024Q3: 1,501 shares; 2024Q4: 1,519 shares 1,519 $103K <0.01% +18 Timeline AUID AUTHID INC More: the full row for AUTHID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,157 shares; 2024Q3: 10,827 shares; 2024Q4: 17,127 shares 17,127 $103K <0.01% +6,300 Timeline GLV CLOUGH GLOBAL DIVID & INCOME More: the full row for CLOUGH GLOBAL DIVID & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,000 shares; 2024Q2: 19,000 shares; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares 19,000 $103K <0.01% 0 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,057 shares; 2024Q2: 10,122 shares; 2024Q3: 9,367 shares; 2024Q4: 8,067 shares 8,067 $103K <0.01% -1,300 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,015 shares; 2024Q2: 1,877 shares; 2024Q3: 1,784 shares; 2024Q4: 1,792 shares 1,792 $102K <0.01% +8 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares 15,000 $102K <0.01% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 350 shares; 2024Q4: 507 shares 507 $102K <0.01% +157 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,576 shares 2,576 $101K <0.01% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,307 shares; 2024Q2: 7,099 shares; 2024Q3: 3,257 shares; 2024Q4: 1,803 shares 1,803 $101K <0.01% -1,454 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,362 shares; 2024Q2: 2,895 shares; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares 2,895 $101K <0.01% 0 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares 2,000 $101K <0.01% new Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,749 shares; 2024Q2: 11,698 shares; 2024Q3: 11,820 shares; 2024Q4: 4,931 shares 4,931 $101K <0.01% -6,889 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,113 shares; 2024Q2: 2,430 shares; 2024Q3: 2,430 shares; 2024Q4: 2,539 shares 2,539 $100K <0.01% +109 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,053 shares; 2024Q2: 2,661 shares; 2024Q3: 2,661 shares; 2024Q4: 3,008 shares 3,008 $100K <0.01% +347 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,432 shares; 2024Q2: 7,167 shares; 2024Q3: 4,267 shares; 2024Q4: 4,267 shares 4,267 $100K <0.01% 0 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 850 shares; 2024Q2: 824 shares; 2024Q3: 1,418 shares; 2024Q4: 1,648 shares 1,648 $99.7K <0.01% +230 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,518 shares; 2024Q2: 6,542 shares; 2024Q3: 6,582 shares; 2024Q4: 6,642 shares 6,642 $99.5K <0.01% +60 Timeline HGTY HAGERTY INC More: the full row for HAGERTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,282 shares; 2024Q2: 10,282 shares; 2024Q3: 10,282 shares; 2024Q4: 10,282 shares 10,282 $99.2K <0.01% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,729 shares; 2024Q2: 2,931 shares; 2024Q3: 2,931 shares; 2024Q4: 5,532 shares 5,532 $98.9K <0.01% +2,601 Timeline PHEQ MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 230 shares; 2024Q4: 3,351 shares 3,351 $98.9K <0.01% +3,121 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,365 shares; 2024Q3: 4,206 shares; 2024Q4: 4,539 shares 4,539 $98.7K <0.01% +333 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,088 shares; 2024Q4: 5,325 shares 5,325 $98.4K <0.01% -763 Timeline EML EASTERN CO More: the full row for EASTERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,630 shares; 2024Q2: 3,630 shares; 2024Q3: 3,706 shares; 2024Q4: 3,706 shares 3,706 $98.4K <0.01% 0 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,349 shares; 2024Q2: 1,350 shares; 2024Q3: 1,432 shares; 2024Q4: 1,423 shares 1,423 $98.3K <0.01% -9 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,854 shares; 2024Q3: 2,921 shares; 2024Q4: 3,267 shares 3,267 $98K <0.01% +346 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 342 shares; 2024Q2: 317 shares; 2024Q3: 1,111 shares; 2024Q4: 1,172 shares 1,172 $98K <0.01% +61 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares 1,800 $97.9K <0.01% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 782 shares; 2024Q3: 782 shares; 2024Q4: 4,451 shares 4,451 $97.5K <0.01% +3,669 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,806 shares; 2024Q2: 25,072 shares; 2024Q3: 24,916 shares; 2024Q4: 17,977 shares 17,977 $97.4K <0.01% -6,939 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,393 shares; 2024Q2: 33,628 shares; 2024Q3: 18,327 shares; 2024Q4: 14,014 shares 14,014 $97.4K <0.01% -4,313 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,045 shares; 2024Q2: 7,114 shares; 2024Q3: 11,178 shares; 2024Q4: 8,651 shares 8,651 $97.2K <0.01% -2,527 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,981 shares; 2024Q2: 3,858 shares; 2024Q3: 3,997 shares; 2024Q4: 4,079 shares 4,079 $97.2K <0.01% +82 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,958 shares; 2024Q2: 10,063 shares; 2024Q3: 9,968 shares; 2024Q4: 2,743 shares 2,743 $96.8K <0.01% -7,225 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 166 shares; 2024Q2: 1,938 shares; 2024Q3: 2,480 shares; 2024Q4: 2,638 shares 2,638 $96.7K <0.01% +158 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,937 shares; 2024Q2: 2,951 shares; 2024Q3: 2,934 shares; 2024Q4: 2,837 shares 2,837 $96.3K <0.01% -97 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,158 shares; 2024Q2: 846 shares; 2024Q3: 1,528 shares; 2024Q4: 3,674 shares 3,674 $96.1K <0.01% +2,146 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,139 shares; 2024Q2: 688 shares; 2024Q3: 1,239 shares; 2024Q4: 5,157 shares 5,157 $96K <0.01% +3,918 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,113 shares; 2024Q2: 14,531 shares; 2024Q3: 10,812 shares; 2024Q4: 5,862 shares 5,862 $95.8K <0.01% -4,950 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,477 shares; 2024Q2: 1,477 shares; 2024Q3: 1,477 shares; 2024Q4: 1,476 shares 1,476 $95.6K <0.01% -1 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,904 shares; 2024Q2: 3,945 shares; 2024Q3: 3,791 shares; 2024Q4: 3,791 shares 3,791 $95.1K <0.01% 0 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,317 shares 4,317 $95.1K <0.01% new Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,335 shares; 2024Q2: 2,335 shares; 2024Q3: 2,335 shares; 2024Q4: 2,335 shares 2,335 $94.7K <0.01% 0 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,900 shares; 2024Q2: 3,300 shares; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares 4,300 $94.7K <0.01% 0 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,581 shares; 2024Q2: 2,581 shares; 2024Q3: 2,581 shares; 2024Q4: 2,581 shares 2,581 $94.3K <0.01% 0 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,855 shares; 2024Q2: 2,855 shares; 2024Q3: 2,855 shares; 2024Q4: 6,853 shares 6,853 $94.2K <0.01% +3,998 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,461 shares; 2024Q2: 8,885 shares; 2024Q3: 7,907 shares; 2024Q4: 3,315 shares 3,315 $94.2K <0.01% -4,592 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,450 shares; 2024Q2: 6,450 shares; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares 6,450 $94.2K <0.01% 0 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,139 shares; 2024Q2: 7,679 shares; 2024Q3: 7,339 shares; 2024Q4: 7,339 shares 7,339 $94.2K <0.01% 0 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,103 shares; 2024Q2: 1,103 shares; 2024Q3: 1,103 shares; 2024Q4: 1,103 shares 1,103 $94.1K <0.01% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 737 shares; 2024Q2: 707 shares; 2024Q3: 667 shares; 2024Q4: 667 shares 667 $94K <0.01% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,350 shares; 2024Q2: 1,345 shares; 2024Q3: 1,503 shares; 2024Q4: 3,270 shares 3,270 $93.6K <0.01% +1,767 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,180 shares; 2024Q2: 3,180 shares; 2024Q3: 4,680 shares; 2024Q4: 4,654 shares 4,654 $93.6K <0.01% -26 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,791 shares; 2024Q2: 6,993 shares; 2024Q3: 6,973 shares; 2024Q4: 8,123 shares 8,123 $93.6K <0.01% +1,150 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,508 shares; 2024Q2: 5,063 shares; 2024Q3: 7,650 shares; 2024Q4: 7,650 shares 7,650 $93.6K <0.01% 0 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 35,703 shares; 2024Q3: 2,333 shares; 2024Q4: 2,481 shares 2,481 $93.5K <0.01% +148 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,572 shares; 2024Q2: 4,101 shares; 2024Q3: 2,492 shares; 2024Q4: 2,492 shares 2,492 $92.7K <0.01% 0 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,291 shares; 2024Q3: 2,291 shares; 2024Q4: 2,512 shares 2,512 $92.7K <0.01% +221 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 415 shares; 2024Q2: 409 shares; 2024Q3: 409 shares; 2024Q4: 4,240 shares 4,240 $92.6K <0.01% +3,831 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,100 shares; 2024Q2: 11,100 shares; 2024Q3: 11,100 shares; 2024Q4: 11,386 shares 11,386 $92.6K <0.01% +286 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,387 shares; 2024Q2: 3,417 shares; 2024Q3: 3,444 shares; 2024Q4: 4,679 shares 4,679 $92.5K <0.01% +1,235 Timeline PATRICK INDS INC PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 73,000 shares; 2024Q4: 68,000 shares 68,000 $92.5K <0.01% -5,000 FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,211 shares; 2024Q2: 4,494 shares; 2024Q3: 8,036 shares; 2024Q4: 5,787 shares 5,787 $91.9K <0.01% -2,249 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,468 shares; 2024Q2: 8,475 shares; 2024Q3: 3,898 shares; 2024Q4: 3,898 shares 3,898 $91.9K <0.01% 0 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,484 shares; 2024Q2: 3,585 shares; 2024Q3: 3,691 shares; 2024Q4: 3,904 shares 3,904 $91.8K <0.01% +213 Timeline RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC More: the full row for RAPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 222 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 58,040 shares 58,040 $91.7K <0.01% new TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,611 shares; 2024Q2: 5,603 shares; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares 5,600 $91.2K <0.01% 0 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,025 shares; 2024Q2: 12,361 shares; 2024Q3: 11,359 shares; 2024Q4: 1,757 shares 1,757 $91K <0.01% -9,602 Timeline 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,179 shares; 2024Q2: 4,088 shares; 2024Q3: 2,279 shares; 2024Q4: 2,279 shares 2,279 $90.4K <0.01% 0 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,973 shares; 2024Q2: 8,973 shares; 2024Q3: 8,973 shares; 2024Q4: 8,973 shares 8,973 $89.9K <0.01% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,595 shares; 2024Q2: 2,599 shares; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares 2,505 $89.7K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 373 shares; 2024Q2: 373 shares; 2024Q3: 1,865 shares; 2024Q4: 1,865 shares 1,865 $89.5K <0.01% 0 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,705 shares; 2024Q2: 1,697 shares; 2024Q3: 1,686 shares; 2024Q4: 1,570 shares 1,570 $89.2K <0.01% -116 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,700 shares; 2024Q2: 1,691 shares; 2024Q3: 1,691 shares; 2024Q4: 1,691 shares 1,691 $88.5K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,795 shares; 2024Q2: 7,753 shares; 2024Q3: 7,746 shares; 2024Q4: 8,208 shares 8,208 $88.4K <0.01% +462 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,048 shares; 2024Q2: 848 shares; 2024Q3: 848 shares; 2024Q4: 1,137 shares 1,137 $88.3K <0.01% +289 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,675 shares 2,675 $87.9K <0.01% new Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares 1,909 $87.6K <0.01% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,580 shares; 2024Q3: 1,544 shares; 2024Q4: 1,544 shares 1,544 $87.2K <0.01% 0 Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 586 shares; 2024Q2: 435 shares; 2024Q3: 3,985 shares; 2024Q4: 3,535 shares 3,535 $86.9K <0.01% -450 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $86.9K <0.01% 0 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,188 shares; 2024Q2: 3,107 shares; 2024Q3: 3,107 shares; 2024Q4: 3,107 shares 3,107 $86.3K <0.01% 0 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 275 shares; 2024Q2: 346 shares; 2024Q3: 410 shares; 2024Q4: 455 shares 455 $86.1K <0.01% +45 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,311 shares; 2024Q2: 2,413 shares; 2024Q3: 3,810 shares; 2024Q4: 3,231 shares 3,231 $85.5K <0.01% -579 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,357 shares; 2024Q2: 33,251 shares; 2024Q3: 33,251 shares; 2024Q4: 5,302 shares 5,302 $85.1K <0.01% -27,949 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,004 shares; 2024Q2: 2,150 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares 2,100 $84.7K <0.01% 0 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,687 shares; 2024Q2: 4,050 shares; 2024Q3: 3,604 shares; 2024Q4: 3,604 shares 3,604 $83.9K <0.01% 0 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,043 shares; 2024Q2: 2,043 shares; 2024Q3: 2,804 shares; 2024Q4: 3,546 shares 3,546 $83.7K <0.01% +742 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,871 shares; 2024Q2: 1,965 shares; 2024Q3: 2,045 shares; 2024Q4: 2,044 shares 2,044 $83.6K <0.01% -1 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,475 shares; 2024Q2: 3,317 shares; 2024Q3: 3,317 shares; 2024Q4: 3,109 shares 3,109 $83.4K <0.01% -208 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 724 shares; 2024Q2: 725 shares; 2024Q3: 347 shares; 2024Q4: 857 shares 857 $83.1K <0.01% +510 Timeline MBNE SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,824 shares; 2024Q2: 2,824 shares; 2024Q3: 2,824 shares; 2024Q4: 2,824 shares 2,824 $83K <0.01% 0 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,889 shares; 2024Q2: 1,889 shares; 2024Q3: 1,889 shares; 2024Q4: 1,358 shares 1,358 $82.6K <0.01% -531 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,472 shares; 2024Q2: 8,415 shares; 2024Q3: 8,415 shares; 2024Q4: 8,415 shares 8,415 $82.5K <0.01% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,323 shares 3,323 $82.3K <0.01% new Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,530 shares; 2024Q2: 1,535 shares; 2024Q3: 1,528 shares; 2024Q4: 1,562 shares 1,562 $82.2K <0.01% +34 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,214 shares 3,214 $82K <0.01% new Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $81.5K <0.01% 0 Timeline BBRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 654 shares; 2024Q2: 858 shares; 2024Q3: 867 shares; 2024Q4: 868 shares 868 $81.3K <0.01% +1 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,684 shares; 2024Q2: 9,180 shares; 2024Q3: 5,309 shares; 2024Q4: 3,115 shares 3,115 $81.2K <0.01% -2,194 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,015 shares 2,015 $81.1K <0.01% new Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,240 shares; 2024Q2: 1,251 shares; 2024Q3: 1,251 shares; 2024Q4: 2,551 shares 2,551 $80.8K <0.01% +1,300 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,185 shares; 2024Q2: 1,185 shares; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares 1,185 $80K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,845 shares; 2024Q2: 2,845 shares; 2024Q3: 2,816 shares; 2024Q4: 1,587 shares 1,587 $79.7K <0.01% -1,229 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,404 shares; 2024Q2: 17,404 shares; 2024Q3: 6,904 shares; 2024Q4: 6,904 shares 6,904 $79.5K <0.01% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,292 shares; 2024Q2: 5,545 shares; 2024Q3: 5,793 shares; 2024Q4: 5,067 shares 5,067 $78.7K <0.01% -726 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,898 shares; 2024Q2: 4,898 shares; 2024Q3: 2,148 shares; 2024Q4: 2,148 shares 2,148 $78.5K <0.01% 0 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,587 shares; 2024Q2: 1,421 shares; 2024Q3: 14,605 shares; 2024Q4: 922 shares 922 $77.9K <0.01% -13,683 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 684 shares; 2024Q2: 1,571 shares; 2024Q3: 1,556 shares; 2024Q4: 1,071 shares 1,071 $77.8K <0.01% -485 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,302 shares; 2024Q2: 4,511 shares; 2024Q3: 4,300 shares; 2024Q4: 4,223 shares 4,223 $77.1K <0.01% -77 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,122 shares; 2024Q2: 2,333 shares; 2024Q3: 2,122 shares; 2024Q4: 2,122 shares 2,122 $77K <0.01% 0 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 555 shares; 2024Q2: 600 shares; 2024Q3: 1,043 shares; 2024Q4: 1,087 shares 1,087 $77K <0.01% +44 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 296 shares; 2024Q2: 295 shares; 2024Q3: 293 shares; 2024Q4: 309 shares 309 $76.8K <0.01% +16 Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,290 shares; 2024Q4: 4,267 shares 4,267 $76.4K <0.01% -23 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 942 shares; 2024Q2: 1,016 shares; 2024Q3: 974 shares; 2024Q4: 992 shares 992 $76.3K <0.01% +18 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,120 shares 3,120 $76.2K <0.01% new Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,063 shares; 2024Q2: 12,960 shares; 2024Q3: 3,296 shares; 2024Q4: 3,295 shares 3,295 $76K <0.01% -1 AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,463 shares 1,463 $75.9K <0.01% new Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,186 shares; 2024Q2: 6,235 shares; 2024Q3: 6,277 shares; 2024Q4: 6,421 shares 6,421 $75.9K <0.01% +144 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 2,175 shares; 2024Q3: 2,090 shares; 2024Q4: 2,005 shares 2,005 $75.6K <0.01% -85 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 214 shares; 2024Q2: 214 shares; 2024Q3: 1,507 shares; 2024Q4: 1,663 shares 1,663 $75.2K <0.01% +156 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,290 shares; 2024Q2: 6,290 shares; 2024Q3: 6,290 shares; 2024Q4: 6,290 shares 6,290 $75.1K <0.01% 0 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,497 shares; 2024Q2: 5,497 shares; 2024Q3: 5,497 shares; 2024Q4: 5,518 shares 5,518 $74.9K <0.01% +21 Timeline SEMR SEMRUSH HLDGS INC More: the full row for SEMRUSH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,503 shares; 2024Q4: 6,304 shares 6,304 $74.9K <0.01% +801 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 893 shares; 2024Q4: 1,158 shares 1,158 $74.8K <0.01% +265 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 984 shares; 2024Q2: 984 shares; 2024Q3: 413 shares; 2024Q4: 573 shares 573 $74.7K <0.01% +160 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,461 shares 2,461 $74.4K <0.01% new Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,684 shares; 2024Q2: 1,684 shares; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares 1,666 $73.9K <0.01% 0 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,976 shares; 2024Q2: 3,020 shares; 2024Q3: 2,854 shares; 2024Q4: 2,854 shares 2,854 $73.5K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,896 shares 2,896 $73.2K <0.01% new Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,799 shares; 2024Q2: 2,113 shares; 2024Q3: 2,113 shares; 2024Q4: 1,113 shares 1,113 $73.2K <0.01% -1,000 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,921 shares; 2024Q2: 5,596 shares; 2024Q3: 4,100 shares; 2024Q4: 4,845 shares 4,845 $73K <0.01% +745 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares 2,491 $73K <0.01% 0 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,657 shares; 2024Q2: 6,708 shares; 2024Q3: 6,771 shares; 2024Q4: 6,927 shares 6,927 $72.8K <0.01% +156 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75 shares; 2024Q4: 525 shares 525 $72.3K <0.01% +450 Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,800 shares; 2024Q2: 5,635 shares; 2024Q3: 5,653 shares; 2024Q4: 5,809 shares 5,809 $72.3K <0.01% +156 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $72.1K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,954 shares; 2024Q2: 5,954 shares; 2024Q3: 1,444 shares; 2024Q4: 1,444 shares 1,444 $72.1K <0.01% 0 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,207 shares; 2024Q2: 1,207 shares; 2024Q3: 2,138 shares; 2024Q4: 2,138 shares 2,138 $71.9K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $71.8K <0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,887 shares; 2024Q2: 4,926 shares; 2024Q3: 4,192 shares; 2024Q4: 3,169 shares 3,169 $71.3K <0.01% -1,023 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 201,851 shares; 2024Q2: 4,119 shares; 2024Q3: 3,153 shares; 2024Q4: 2,981 shares 2,981 $71.1K <0.01% -172 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,799 shares; 2024Q2: 1,799 shares; 2024Q3: 1,764 shares; 2024Q4: 2,004 shares 2,004 $70.7K <0.01% +240 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,471 shares; 2024Q2: 2,654 shares; 2024Q3: 2,654 shares; 2024Q4: 1,665 shares 1,665 $70.7K <0.01% -989 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,592 shares; 2024Q2: 90,244 shares; 2024Q3: 2,239 shares; 2024Q4: 1,792 shares 1,792 $70.6K <0.01% -447 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,913 shares; 2024Q2: 6,853 shares; 2024Q3: 2,660 shares; 2024Q4: 2,410 shares 2,410 $70.5K <0.01% -250 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,263 shares; 2024Q2: 1,690 shares; 2024Q3: 3,104 shares; 2024Q4: 2,307 shares 2,307 $70.2K <0.01% -797 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 602 shares; 2024Q3: 604 shares; 2024Q4: 606 shares 606 $70.2K <0.01% +2 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 905 shares; 2024Q2: 972 shares; 2024Q3: 880 shares; 2024Q4: 880 shares 880 $70K <0.01% 0 Timeline CRNX CRINETICS PHARMACEUTICALS IN More: the full row for CRINETICS PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 705 shares; 2024Q2: 725 shares; 2024Q3: 1,158 shares; 2024Q4: 1,366 shares 1,366 $69.8K <0.01% +208 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,352 shares; 2024Q2: 1,449 shares; 2024Q3: 1,449 shares; 2024Q4: 1,059 shares 1,059 $69.5K <0.01% -390 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,262 shares; 2024Q2: 3,834 shares; 2024Q3: 3,834 shares; 2024Q4: 3,612 shares 3,612 $69.2K <0.01% -222 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 64,358 shares; 2024Q2: 61,008 shares; 2024Q3: 53,758 shares; 2024Q4: 6,144 shares 6,144 $69.1K <0.01% -47,614 Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,126 shares; 2024Q2: 18,126 shares; 2024Q3: 18,126 shares; 2024Q4: 9,341 shares 9,341 $68.9K <0.01% -8,785 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,455 shares; 2024Q2: 1,455 shares; 2024Q3: 1,455 shares; 2024Q4: 1,210 shares 1,210 $68.5K <0.01% -245 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 180 shares; 2024Q3: not reported; 2024Q4: 718 shares 718 $68.2K <0.01% new Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 630 shares; 2024Q4: 1,080 shares 1,080 $67.9K <0.01% +450 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,406 shares; 2024Q2: 1,393 shares; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares 1,355 $67.6K <0.01% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,796 shares; 2024Q2: 5,080 shares; 2024Q3: 4,249 shares; 2024Q4: 4,198 shares 4,198 $67.3K <0.01% -51 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,094 shares; 2024Q2: 1,094 shares; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares 1,094 $67.2K <0.01% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,531 shares; 2024Q2: 1,471 shares; 2024Q3: 1,471 shares; 2024Q4: 1,429 shares 1,429 $66.5K <0.01% -42 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,811 shares; 2024Q2: 3,791 shares; 2024Q3: 3,135 shares; 2024Q4: 3,300 shares 3,300 $66K <0.01% +165 Timeline Shift4 Payments Inc Shift4 Payments Inc More: the full row for Shift4 Payments Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 54,000 shares; 2024Q4: 49,000 shares 49,000 $65.8K <0.01% -5,000 ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98 shares; 2024Q2: 193 shares; 2024Q3: 280 shares; 2024Q4: 788 shares 788 $65.1K <0.01% +508 Timeline BTDR BITDEER TECHNOLOGIES GROUP More: the full row for BITDEER TECHNOLOGIES GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $65K <0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,653 shares; 2024Q2: 1,897 shares; 2024Q3: 2,083 shares; 2024Q4: 1,713 shares 1,713 $64.6K <0.01% -370 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 2,974 shares; 2024Q3: 2,974 shares; 2024Q4: 2,901 shares 2,901 $64.4K <0.01% -73 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,585 shares; 2024Q2: 6,585 shares; 2024Q3: 5,643 shares; 2024Q4: 5,643 shares 5,643 $64.3K <0.01% 0 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,230 shares; 2024Q2: 1,730 shares; 2024Q3: 1,228 shares; 2024Q4: 1,236 shares 1,236 $62.8K <0.01% +8 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 926 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2,232 shares 2,232 $62.3K <0.01% +2,230 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 828 shares 828 $62.2K <0.01% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,068 shares; 2024Q2: 2,068 shares; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares 2,068 $62.2K <0.01% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,985 shares; 2024Q2: 1,985 shares; 2024Q3: 2,044 shares; 2024Q4: 2,038 shares 2,038 $62.1K <0.01% -6 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares 1,011 $61.9K <0.01% 0 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,579 shares; 2024Q2: 1,608 shares; 2024Q3: 1,608 shares; 2024Q4: 1,608 shares 1,608 $61.7K <0.01% 0 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,266 shares; 2024Q2: 7,621 shares; 2024Q3: 8,094 shares; 2024Q4: 8,252 shares 8,252 $61.4K <0.01% +158 Timeline ZILLOW GROUP INC ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 57,000 shares; 2024Q4: 53,000 shares 53,000 $61.3K <0.01% -4,000 HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,907 shares; 2024Q2: 1,907 shares; 2024Q3: 1,907 shares; 2024Q4: 1,907 shares 1,907 $61.1K <0.01% 0 Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,223 shares 3,223 $60.5K <0.01% new Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,800 shares; 2024Q2: 5,800 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $60.3K <0.01% 0 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 274 shares; 2024Q2: 274 shares; 2024Q3: 317 shares; 2024Q4: 317 shares 317 $59.9K <0.01% 0 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,000 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,021 shares 3,021 $59.8K <0.01% new Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 190 shares; 2024Q2: 19,799 shares; 2024Q3: 8,289 shares; 2024Q4: 8,099 shares 8,099 $59.7K <0.01% -190 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,993 shares; 2024Q2: 2,851 shares; 2024Q3: 2,851 shares; 2024Q4: 2,951 shares 2,951 $59.6K <0.01% +100 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 1,902 shares 1,902 $59.6K <0.01% +1,752 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 695 shares 695 $59.4K <0.01% +611 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,570 shares; 2024Q2: 6,049 shares; 2024Q3: 2,779 shares; 2024Q4: 2,975 shares 2,975 $59.3K <0.01% +196 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,215 shares; 2024Q2: 7,672 shares; 2024Q3: 7,672 shares; 2024Q4: 5,236 shares 5,236 $59.1K <0.01% -2,436 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,622 shares; 2024Q2: 1,519 shares; 2024Q3: 1,478 shares; 2024Q4: 1,408 shares 1,408 $59K <0.01% -70 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,505 shares; 2024Q2: 1,505 shares; 2024Q3: 1,505 shares; 2024Q4: 1,505 shares 1,505 $58.8K <0.01% 0 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,911 shares; 2024Q2: 1,945 shares; 2024Q3: 1,397 shares; 2024Q4: 1,262 shares 1,262 $58.7K <0.01% -135 Timeline VBND ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,361 shares; 2024Q2: 1,551 shares; 2024Q3: 1,524 shares; 2024Q4: 1,361 shares 1,361 $58.5K <0.01% -163 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,067 shares; 2024Q2: 5,067 shares; 2024Q3: 5,067 shares; 2024Q4: 5,067 shares 5,067 $58.4K <0.01% 0 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,975 shares; 2024Q3: 2,007 shares; 2024Q4: 2,517 shares 2,517 $58.2K <0.01% +510 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 702 shares; 2024Q2: 678 shares; 2024Q3: 1,895 shares; 2024Q4: 1,389 shares 1,389 $57.6K <0.01% -506 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,156 shares; 2024Q2: 1,156 shares; 2024Q3: 1,156 shares; 2024Q4: 1,100 shares 1,100 $57.4K <0.01% -56 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,203 shares; 2024Q2: 1,203 shares; 2024Q3: 1,883 shares; 2024Q4: 1,662 shares 1,662 $57.2K <0.01% -221 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,705 shares; 2024Q2: 3,621 shares; 2024Q3: 1,866 shares; 2024Q4: 2,111 shares 2,111 $57K <0.01% +245 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,578 shares; 2024Q2: 2,549 shares; 2024Q3: 2,484 shares; 2024Q4: 2,422 shares 2,422 $56.9K <0.01% -62 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,200 shares; 2024Q2: 3,226 shares; 2024Q3: 2,700 shares; 2024Q4: 2,238 shares 2,238 $56.7K <0.01% -462 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,780 shares 1,780 $56.6K <0.01% new Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,712 shares; 2024Q2: 1,712 shares; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares 1,712 $56.4K <0.01% 0 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 684 shares; 2024Q2: 684 shares; 2024Q3: 684 shares; 2024Q4: 684 shares 684 $56.4K <0.01% 0 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 964 shares; 2024Q2: 964 shares; 2024Q3: 964 shares; 2024Q4: 964 shares 964 $56K <0.01% 0 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,910 shares; 2024Q2: 2,910 shares; 2024Q3: 2,910 shares; 2024Q4: 2,910 shares 2,910 $55.9K <0.01% 0 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,786 shares; 2024Q2: 22,758 shares; 2024Q3: 26,116 shares; 2024Q4: 16,225 shares 16,225 $55.5K <0.01% -9,891 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 453 shares; 2024Q2: 856 shares; 2024Q3: 905 shares; 2024Q4: 2,291 shares 2,291 $55.5K <0.01% +1,386 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,579 shares; 2024Q2: 45,797 shares; 2024Q3: 4,653 shares; 2024Q4: 4,605 shares 4,605 $55.4K <0.01% -48 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,350 shares 3,350 $55.4K <0.01% new Timeline SPRINGWORKS THERAPEUTICS INC SPRINGWORKS THERAPEUTICS INC More: the full row for SPRINGWORKS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,212 shares; 2024Q2: 1,676 shares; 2024Q3: 1,686 shares; 2024Q4: 1,532 shares 1,532 $55.3K <0.01% -154 CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,675 shares 2,675 $55.1K <0.01% new Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,196 shares; 2024Q2: 2,122 shares; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares 1,030 $55K <0.01% 0 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,642 shares; 2024Q2: 8,635 shares; 2024Q3: 8,617 shares; 2024Q4: 8,615 shares 8,615 $55K <0.01% -2 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 653 shares; 2024Q2: 1,437 shares; 2024Q3: 1,437 shares; 2024Q4: 1,440 shares 1,440 $54.8K <0.01% +3 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,388 shares; 2024Q2: 2,388 shares; 2024Q3: 2,388 shares; 2024Q4: 2,388 shares 2,388 $54.8K <0.01% 0 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,389 shares; 2024Q2: 1,128 shares; 2024Q3: 1,524 shares; 2024Q4: 1,303 shares 1,303 $54.8K <0.01% -221 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,199 shares; 2024Q2: 1,171 shares; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares 1,142 $54.2K <0.01% 0 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,410 shares; 2024Q2: 1,340 shares; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares 1,307 $54K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,173 shares; 2024Q2: 1,124 shares; 2024Q3: 1,124 shares; 2024Q4: 1,081 shares 1,081 $53.8K <0.01% -43 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,528 shares; 2024Q2: 3,643 shares; 2024Q3: 4,775 shares; 2024Q4: 6,164 shares 6,164 $53.6K <0.01% +1,389 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 842 shares; 2024Q2: 842 shares; 2024Q3: 876 shares; 2024Q4: 876 shares 876 $53.5K <0.01% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: not reported; 2024Q3: 1,284 shares; 2024Q4: 2,568 shares 2,568 $53.1K <0.01% +1,284 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,340 shares; 2024Q2: 1,340 shares; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares 1,340 $52.8K <0.01% 0 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,014 shares; 2024Q2: 606 shares; 2024Q3: 690 shares; 2024Q4: 690 shares 690 $52.8K <0.01% 0 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,889 shares; 2024Q2: 3,709 shares; 2024Q3: 3,823 shares; 2024Q4: 4,001 shares 4,001 $52.5K <0.01% +178 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,665 shares; 2024Q2: 4,628 shares; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares 1,286 $52.4K <0.01% 0 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,330 shares; 2024Q2: 2,352 shares; 2024Q3: 2,373 shares; 2024Q4: 2,400 shares 2,400 $52.3K <0.01% +27 Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,929 shares; 2024Q2: 6,589 shares; 2024Q3: 1,974 shares; 2024Q4: 1,533 shares 1,533 $52.2K <0.01% -441 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 864 shares; 2024Q2: 867 shares; 2024Q3: 957 shares; 2024Q4: 960 shares 960 $52.2K <0.01% +3 Timeline RECS 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 745 shares; 2024Q3: 1,022 shares; 2024Q4: 1,506 shares 1,506 $52.1K <0.01% +484 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 260 shares; 2024Q2: 315 shares; 2024Q3: 315 shares; 2024Q4: 315 shares 315 $52K <0.01% 0 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,230 shares; 2024Q2: 1,330 shares; 2024Q3: 1,358 shares; 2024Q4: 1,358 shares 1,358 $51.7K <0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 424 shares; 2024Q2: 422 shares; 2024Q3: 456 shares; 2024Q4: 256 shares 256 $51.7K <0.01% -200 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,108 shares; 2024Q2: 1,175 shares; 2024Q3: 1,175 shares; 2024Q4: 1,187 shares 1,187 $51.7K <0.01% +12 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 2,124 shares; 2024Q4: 2,124 shares 2,124 $51.4K <0.01% 0 Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,815 shares; 2024Q2: 7,185 shares; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares 2,310 $51.4K <0.01% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,402 shares; 2024Q2: 6,414 shares; 2024Q3: 6,696 shares; 2024Q4: 6,923 shares 6,923 $51.2K <0.01% +227 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,381 shares; 2024Q2: 5,038 shares; 2024Q3: 5,038 shares; 2024Q4: 5,054 shares 5,054 $51.2K <0.01% +16 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,047 shares; 2024Q2: 1,384 shares; 2024Q3: 1,650 shares; 2024Q4: 1,659 shares 1,659 $51.1K <0.01% +9 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,041 shares; 2024Q2: 1,003 shares; 2024Q3: 1,669 shares; 2024Q4: 1,489 shares 1,489 $50.8K <0.01% -180 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,213 shares; 2024Q2: 913 shares; 2024Q3: 1,979 shares; 2024Q4: 5,395 shares 5,395 $50.7K <0.01% +3,416 Timeline DBO 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,534 shares; 2024Q2: 3,534 shares; 2024Q3: 3,534 shares; 2024Q4: 3,534 shares 3,534 $50.6K <0.01% 0 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 850 shares; 2024Q4: 1,929 shares 1,929 $50.4K <0.01% +1,079 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,541 shares; 2024Q2: 2,541 shares; 2024Q3: 2,541 shares; 2024Q4: 2,541 shares 2,541 $50.3K <0.01% 0 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 649 shares 649 $49.9K <0.01% new Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares 2,500 $49.9K <0.01% 0 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 763 shares 763 $49.5K <0.01% new Timeline EFAD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,329 shares; 2024Q2: 1,329 shares; 2024Q3: 1,329 shares; 2024Q4: 1,329 shares 1,329 $49.2K <0.01% 0 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,984 shares; 2024Q2: 2,166 shares; 2024Q3: 4,629 shares; 2024Q4: 4,697 shares 4,697 $49.1K <0.01% +68 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 636 shares; 2024Q2: 808 shares; 2024Q3: 827 shares; 2024Q4: 751 shares 751 $49.1K <0.01% -76 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,729 shares; 2024Q2: 3,250 shares; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares 3,250 $48.8K <0.01% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,797 shares; 2024Q2: 2,385 shares; 2024Q3: 2,385 shares; 2024Q4: 2,385 shares 2,385 $48.8K <0.01% 0 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,862 shares; 2024Q2: 517 shares; 2024Q3: 384 shares; 2024Q4: 1,133 shares 1,133 $48.3K <0.01% +749 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,858 shares; 2024Q2: 1,832 shares; 2024Q3: 1,786 shares; 2024Q4: 1,786 shares 1,786 $48.3K <0.01% 0 Timeline RLTY COHEN & STEERS REAL ESTATE O More: the full row for COHEN & STEERS REAL ESTATE O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,105 shares; 2024Q2: 2,803 shares; 2024Q3: 2,784 shares; 2024Q4: 3,261 shares 3,261 $48.2K <0.01% +477 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 723 shares; 2024Q2: 4,486 shares; 2024Q3: 5,420 shares; 2024Q4: 2,071 shares 2,071 $48.2K <0.01% -3,349 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,031 shares; 2024Q2: 4,022 shares; 2024Q3: 4,739 shares; 2024Q4: 4,740 shares 4,740 $48.1K <0.01% +1 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 487 shares; 2024Q2: 487 shares; 2024Q3: 487 shares; 2024Q4: 487 shares 487 $48.1K <0.01% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,644 shares 2,644 $47.7K <0.01% new Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,524 shares; 2024Q2: 2,019 shares; 2024Q3: 2,194 shares; 2024Q4: 2,261 shares 2,261 $47.5K <0.01% +67 Timeline GLIN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 961 shares; 2024Q2: 961 shares; 2024Q3: 961 shares; 2024Q4: 961 shares 961 $47.3K <0.01% 0 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 569 shares; 2024Q2: 468 shares; 2024Q3: 465 shares; 2024Q4: 357 shares 357 $47.2K <0.01% -108 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,750 shares; 2024Q2: 2,960 shares; 2024Q3: 1,749 shares; 2024Q4: 1,454 shares 1,454 $47K <0.01% -295 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,798 shares; 2024Q2: 1,871 shares; 2024Q3: 1,258 shares; 2024Q4: 1,182 shares 1,182 $46.8K <0.01% -76 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,567 shares; 2024Q2: 4,310 shares; 2024Q3: 4,365 shares; 2024Q4: 4,355 shares 4,355 $46.7K <0.01% -10 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $46.4K <0.01% 0 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,180 shares; 2024Q2: 1,561 shares; 2024Q3: 1,636 shares; 2024Q4: 712 shares 712 $45.9K <0.01% -924 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 531 shares; 2024Q2: 478 shares; 2024Q3: 605 shares; 2024Q4: 800 shares 800 $45.4K <0.01% +195 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,641 shares; 2024Q2: 461 shares; 2024Q3: 461 shares; 2024Q4: 461 shares 461 $45.1K <0.01% 0 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,395 shares; 2024Q2: 2,395 shares; 2024Q3: 2,395 shares; 2024Q4: 2,395 shares 2,395 $45.1K <0.01% 0 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,083 shares; 2024Q2: 1,420 shares; 2024Q3: 1,483 shares; 2024Q4: 1,854 shares 1,854 $44.9K <0.01% +371 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 698 shares; 2024Q2: 698 shares; 2024Q3: 698 shares; 2024Q4: 698 shares 698 $44.8K <0.01% 0 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 463 shares; 2024Q2: 492 shares; 2024Q3: 463 shares; 2024Q4: 463 shares 463 $44.8K <0.01% 0 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,396 shares; 2024Q2: 9,493 shares; 2024Q3: 4,728 shares; 2024Q4: 4,863 shares 4,863 $44.7K <0.01% +135 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,184 shares; 2024Q2: 2,985 shares; 2024Q3: 3,059 shares; 2024Q4: 2,449 shares 2,449 $44.6K <0.01% -610 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,702 shares; 2024Q2: 4,412 shares; 2024Q3: 3,616 shares; 2024Q4: 3,635 shares 3,635 $44.1K <0.01% +19 Timeline PIONEER MUNICIPAL HIGH INCO… PIONEER MUNICIPAL HIGH INCOME More: the full row for PIONEER MUNICIPAL HIGH INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,678 shares; 2024Q2: 5,218 shares; 2024Q3: 5,204 shares; 2024Q4: 5,190 shares 5,190 $43.8K <0.01% -14 GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,473 shares; 2024Q2: 1,616 shares; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares 1,616 $43.7K <0.01% 0 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 130 shares; 2024Q4: 1,126 shares 1,126 $43.2K <0.01% +996 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,135 shares; 2024Q2: 13,039 shares; 2024Q3: 1,202 shares; 2024Q4: 1,157 shares 1,157 $42.9K <0.01% -45 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,321 shares; 2024Q2: 2,252 shares; 2024Q3: 2,184 shares; 2024Q4: 2,182 shares 2,182 $42.5K <0.01% -2 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 455 shares; 2024Q2: 455 shares; 2024Q3: 455 shares; 2024Q4: 455 shares 455 $42.4K <0.01% 0 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 979 shares; 2024Q2: 1,069 shares; 2024Q3: 1,106 shares; 2024Q4: 1,104 shares 1,104 $41.8K <0.01% -2 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 999 shares; 2024Q2: 999 shares; 2024Q3: 999 shares; 2024Q4: 713 shares 713 $41.8K <0.01% -286 Timeline VIRTUS ALLIANZGI CONVERTIBL… VIRTUS ALLIANZGI CONVERTIBLE & More: the full row for VIRTUS ALLIANZGI CONVERTIBLE & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,439 shares; 2024Q2: 16,486 shares; 2024Q3: 16,180 shares; 2024Q4: 12,052 shares 12,052 $41.8K <0.01% -4,128 AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155 shares; 2024Q2: 265 shares; 2024Q3: 6,265 shares; 2024Q4: 6,265 shares 6,265 $41.7K <0.01% 0 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,527 shares; 2024Q2: 3,527 shares; 2024Q3: 3,527 shares; 2024Q4: 3,527 shares 3,527 $41.5K <0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,358 shares; 2024Q2: 1,358 shares; 2024Q3: 1,351 shares; 2024Q4: 1,252 shares 1,252 $41.5K <0.01% -99 Timeline SITIO ROYALTIES CORP SITIO ROYALTIES CORP More: the full row for SITIO ROYALTIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,176 shares; 2024Q2: 2,136 shares; 2024Q3: 2,136 shares; 2024Q4: 2,136 shares 2,136 $41K <0.01% 0 NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,727 shares; 2024Q2: 5,165 shares; 2024Q3: 5,361 shares; 2024Q4: 5,445 shares 5,445 $40.8K <0.01% +84 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,313 shares; 2024Q2: 4,070 shares; 2024Q3: 2,474 shares; 2024Q4: 4,189 shares 4,189 $40.8K <0.01% +1,715 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares 1,610 $40.6K <0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,896 shares; 2024Q2: 2,809 shares; 2024Q3: 2,730 shares; 2024Q4: 1,438 shares 1,438 $40.4K <0.01% -1,292 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares 4,000 $40.4K <0.01% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,335 shares; 2024Q2: 1,817 shares; 2024Q3: 1,817 shares; 2024Q4: 1,805 shares 1,805 $40.1K <0.01% -12 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,051 shares; 2024Q2: 825 shares; 2024Q3: 1,422 shares; 2024Q4: 1,452 shares 1,452 $40K <0.01% +30 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,641 shares; 2024Q2: 3,729 shares; 2024Q3: 3,814 shares; 2024Q4: 3,907 shares 3,907 $39.9K <0.01% +93 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 584 shares; 2024Q3: 901 shares; 2024Q4: 787 shares 787 $39.8K <0.01% -114 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,690 shares; 2024Q2: 2,677 shares; 2024Q3: 1,912 shares; 2024Q4: 4,076 shares 4,076 $39.7K <0.01% +2,164 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $39.6K <0.01% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 350 shares; 2024Q3: 483 shares; 2024Q4: 942 shares 942 $39.6K <0.01% +459 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,337 shares; 2024Q2: 1,329 shares; 2024Q3: 1,293 shares; 2024Q4: 457 shares 457 $39.4K <0.01% -836 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,227 shares; 2024Q2: 9,324 shares; 2024Q3: 10,155 shares; 2024Q4: 7,499 shares 7,499 $38.9K <0.01% -2,656 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 640 shares; 2024Q3: 640 shares; 2024Q4: 1,824 shares 1,824 $38.9K <0.01% +1,184 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 325 shares; 2024Q3: 1,209 shares; 2024Q4: 859 shares 859 $38.7K <0.01% -350 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,561 shares; 2024Q2: 1,542 shares; 2024Q3: 1,537 shares; 2024Q4: 1,528 shares 1,528 $38.6K <0.01% -9 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 468 shares; 2024Q2: 955 shares; 2024Q3: 928 shares; 2024Q4: 413 shares 413 $38.5K <0.01% -515 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,216 shares; 2024Q2: 1,170 shares; 2024Q3: 1,105 shares; 2024Q4: 919 shares 919 $38.5K <0.01% -186 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,357 shares; 2024Q2: 2,564 shares; 2024Q3: 1,678 shares; 2024Q4: 1,798 shares 1,798 $38.4K <0.01% +120 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $38.4K <0.01% 0 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,350 shares; 2024Q2: 1,350 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares 1,300 $38K <0.01% 0 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $37.9K <0.01% 0 Timeline RGT ROYCE GLOBAL TRUST INC More: the full row for ROYCE GLOBAL TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,226 shares; 2024Q2: 3,536 shares; 2024Q3: 3,536 shares; 2024Q4: 3,536 shares 3,536 $37.9K <0.01% 0 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares 500 $37.8K <0.01% new Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,943 shares 2,943 $37.6K <0.01% new Timeline PIONEER MUN HIGH INCOME OPPO PIONEER MUN HIGH INCOME OPPO More: the full row for PIONEER MUN HIGH INCOME OPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,476 shares; 2024Q2: 3,170 shares; 2024Q3: 3,168 shares; 2024Q4: 3,162 shares 3,162 $37.5K <0.01% -6 HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,316 shares 2,316 $37.5K <0.01% new Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,233 shares; 2024Q2: 1,221 shares; 2024Q3: 1,196 shares; 2024Q4: 1,244 shares 1,244 $37.5K <0.01% +48 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 800 shares; 2024Q4: 450 shares 450 $37.4K <0.01% -350 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 558 shares; 2024Q2: 558 shares; 2024Q3: 541 shares; 2024Q4: 391 shares 391 $37.4K <0.01% -150 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,750 shares; 2024Q4: 3,450 shares 3,450 $37.2K <0.01% +700 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,258 shares; 2024Q2: 1,576 shares; 2024Q3: 1,497 shares; 2024Q4: 1,497 shares 1,497 $36.8K <0.01% 0 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,625 shares; 2024Q2: 3,625 shares; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares 3,625 $36.7K <0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 834 shares; 2024Q3: 800 shares; 2024Q4: 991 shares 991 $36.7K <0.01% +191 Timeline NETL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 560 shares; 2024Q2: 560 shares; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares 1,560 $36.7K <0.01% 0 Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,976 shares; 2024Q2: 9,218 shares; 2024Q3: 9,257 shares; 2024Q4: 9,470 shares 9,470 $36.6K <0.01% +213 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 579 shares; 2024Q2: 588 shares; 2024Q3: 580 shares; 2024Q4: 535 shares 535 $36.5K <0.01% -45 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99 shares; 2024Q2: 99 shares; 2024Q3: 596 shares; 2024Q4: 728 shares 728 $36.3K <0.01% +132 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,392 shares; 2024Q2: 1,369 shares; 2024Q3: 1,369 shares; 2024Q4: 1,375 shares 1,375 $36K <0.01% +6 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 446 shares; 2024Q2: 2,005 shares; 2024Q3: 2,087 shares; 2024Q4: 2,180 shares 2,180 $36K <0.01% +93 Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares 30,000 $35.7K <0.01% 0 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares 1,250 $35.5K <0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,234 shares; 2024Q2: 2,291 shares; 2024Q3: 2,220 shares; 2024Q4: 1,700 shares 1,700 $35.2K <0.01% -520 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 900 shares; 2024Q3: 1,540 shares; 2024Q4: 1,940 shares 1,940 $35.1K <0.01% +400 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 158 shares; 2024Q3: 620 shares; 2024Q4: 1,373 shares 1,373 $34.9K <0.01% +753 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,091 shares; 2024Q2: 1,091 shares; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares 1,091 $34.9K <0.01% 0 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,149 shares; 2024Q2: 1,299 shares; 2024Q3: 1,269 shares; 2024Q4: 1,156 shares 1,156 $34.8K <0.01% -113 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,659 shares; 2024Q2: 1,994 shares; 2024Q3: 1,007 shares; 2024Q4: 3,515 shares 3,515 $34.7K <0.01% +2,508 PRO PROS Holdings Inc More: the full row for PROS Holdings Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 227,459 shares; 2024Q2: 227,075 shares; 2024Q3: 431 shares; 2024Q4: 1,571 shares 1,571 $34.5K <0.01% +1,140 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,125 shares; 2024Q2: 1,203 shares; 2024Q3: 1,203 shares; 2024Q4: 1,203 shares 1,203 $33.9K <0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,104 shares; 2024Q2: 3,333 shares; 2024Q3: 3,333 shares; 2024Q4: 3,333 shares 3,333 $33.7K <0.01% 0 Timeline GLU GABELLI GLOBAL UTIL & INCOME More: the full row for GABELLI GLOBAL UTIL & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,199 shares; 2024Q2: 2,216 shares; 2024Q3: 2,231 shares; 2024Q4: 2,246 shares 2,246 $33.7K <0.01% +15 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,209 shares; 2024Q2: 4,209 shares; 2024Q3: 4,209 shares; 2024Q4: 1,200 shares 1,200 $33.5K <0.01% -3,009 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 654 shares 654 $33.5K <0.01% new Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,422 shares; 2024Q2: 1,422 shares; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares 1,435 $33.5K <0.01% 0 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,189 shares; 2024Q2: 1,415 shares; 2024Q3: 1,331 shares; 2024Q4: 1,215 shares 1,215 $33.3K <0.01% -116 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,864 shares; 2024Q2: 7,358 shares; 2024Q3: 3,827 shares; 2024Q4: 3,953 shares 3,953 $33.2K <0.01% +126 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,851 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares 900 $33.2K <0.01% 0 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,643 shares; 2024Q2: 1,293 shares; 2024Q3: 1,253 shares; 2024Q4: 1,188 shares 1,188 $33.1K <0.01% -65 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,591 shares 1,591 $32.8K <0.01% new Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,200 shares; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares 2,200 $32.7K <0.01% 0 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,507 shares; 2024Q2: 1,788 shares; 2024Q3: 1,799 shares; 2024Q4: 1,271 shares 1,271 $32.7K <0.01% -528 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 512 shares; 2024Q2: 512 shares; 2024Q3: 512 shares; 2024Q4: 512 shares 512 $32.6K <0.01% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 612 shares; 2024Q4: 612 shares 612 $32.3K <0.01% 0 Timeline NEXTERA ENERGY INC NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 893 shares; 2024Q2: 876 shares; 2024Q3: 984 shares; 2024Q4: 789 shares 789 $32.3K <0.01% -195 LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 529 shares; 2024Q2: 506 shares; 2024Q3: 475 shares; 2024Q4: 481 shares 481 $32K <0.01% +6 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,092 shares; 2024Q2: 698 shares; 2024Q3: 1,181 shares; 2024Q4: 1,181 shares 1,181 $31.9K <0.01% 0 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,723 shares; 2024Q2: 3,300 shares; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares 3,300 $31.8K <0.01% 0 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,796 shares; 2024Q2: 2,796 shares; 2024Q3: 2,796 shares; 2024Q4: 2,796 shares 2,796 $31.7K <0.01% 0 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,133 shares; 2024Q2: 2,127 shares; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares 1,370 $31.6K <0.01% 0 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 121 shares 121 $31.5K <0.01% +53 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $31.2K <0.01% 0 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,205 shares; 2024Q2: 2,205 shares; 2024Q3: 2,339 shares; 2024Q4: 2,219 shares 2,219 $31.1K <0.01% -120 Timeline ETSY INC ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35,000 shares; 2024Q4: 32,000 shares 32,000 $30.9K <0.01% -3,000 WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,000 shares; 2024Q4: 67,000 shares 67,000 $30.9K <0.01% -5,000 MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares 4,000 $30.8K <0.01% 0 Timeline PAI WESTERN ASSET INVESTMENT GRA More: the full row for WESTERN ASSET INVESTMENT GRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares 2,450 $30.6K <0.01% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,787 shares; 2024Q2: 14,372 shares; 2024Q3: 2,815 shares; 2024Q4: 2,740 shares 2,740 $30.2K <0.01% -75 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,265 shares; 2024Q2: 4,265 shares; 2024Q3: 4,265 shares; 2024Q4: 2,500 shares 2,500 $30.1K <0.01% -1,765 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares 9,200 $30K <0.01% 0 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,222 shares; 2024Q2: 1,804 shares; 2024Q3: 1,423 shares; 2024Q4: 672 shares 672 $29.8K <0.01% -751 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 89 shares; 2024Q4: 721 shares 721 $29.4K <0.01% +632 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,814 shares; 2024Q2: 1,814 shares; 2024Q3: 1,814 shares; 2024Q4: 1,814 shares 1,814 $29.3K <0.01% 0 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,354 shares; 2024Q2: 1,354 shares; 2024Q3: 1,354 shares; 2024Q4: 1,346 shares 1,346 $29.3K <0.01% -8 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,565 shares; 2024Q2: 2,583 shares; 2024Q3: 2,601 shares; 2024Q4: 2,618 shares 2,618 $29.2K <0.01% +17 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 720 shares; 2024Q2: 720 shares; 2024Q3: 720 shares; 2024Q4: 720 shares 720 $29.2K <0.01% 0 Timeline ATNI ATN INTL INC More: the full row for ATN INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,171 shares; 2024Q2: 1,853 shares; 2024Q3: 1,838 shares; 2024Q4: 1,731 shares 1,731 $29.1K <0.01% -107 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 158 shares 158 $29.1K <0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,496 shares; 2024Q2: 2,189 shares; 2024Q3: 2,148 shares; 2024Q4: 2,124 shares 2,124 $29.1K <0.01% -24 Timeline JMM NUVEEN MULTI-MKT INCOME FD I More: the full row for NUVEEN MULTI-MKT INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares 4,800 $29K <0.01% 0 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares 6,000 $28.9K <0.01% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 814 shares; 2024Q2: 814 shares; 2024Q3: 814 shares; 2024Q4: 636 shares 636 $28.8K <0.01% -178 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,443 shares; 2024Q2: 4,588 shares; 2024Q3: 1,868 shares; 2024Q4: 3,116 shares 3,116 $28.6K <0.01% +1,248 Timeline XMQTX BLACKROCK MUNIYIELD QLTY II More: the full row for BLACKROCK MUNIYIELD QLTY II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,882 shares; 2024Q2: 2,882 shares; 2024Q3: 2,882 shares; 2024Q4: 2,882 shares 2,882 $28.4K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,361 shares; 2024Q2: 352 shares; 2024Q3: not reported; 2024Q4: 538 shares 538 $28.2K <0.01% new Timeline JHS HANCOCK JOHN INCOME SECS TR More: the full row for HANCOCK JOHN INCOME SECS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares 2,500 $28K <0.01% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 312 shares; 2024Q2: 333 shares; 2024Q3: 333 shares; 2024Q4: 261 shares 261 $27.8K <0.01% -72 Timeline XCAFX MORGAN STANLEY CHINA A SH FD More: the full row for MORGAN STANLEY CHINA A SH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,230 shares; 2024Q2: 2,230 shares; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares 2,230 $27.8K <0.01% 0 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,996 shares; 2024Q2: 5,337 shares; 2024Q3: 5,333 shares; 2024Q4: 5,348 shares 5,348 $27.4K <0.01% +15 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,178 shares; 2024Q2: 1,178 shares; 2024Q3: 1,178 shares; 2024Q4: 1,178 shares 1,178 $27.4K <0.01% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 506 shares; 2024Q2: 508 shares; 2024Q3: 506 shares; 2024Q4: 518 shares 518 $27.4K <0.01% +12 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,067 shares; 2024Q2: 2,855 shares; 2024Q3: 1,309 shares; 2024Q4: 763 shares 763 $27.4K <0.01% -546 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 589 shares; 2024Q2: 589 shares; 2024Q3: 589 shares; 2024Q4: 589 shares 589 $27.3K <0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 787 shares; 2024Q2: 789 shares; 2024Q3: 777 shares; 2024Q4: 712 shares 712 $27.2K <0.01% -65 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 607 shares; 2024Q2: 607 shares; 2024Q3: 607 shares; 2024Q4: 607 shares 607 $27K <0.01% 0 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,530 shares; 2024Q2: 3,530 shares; 2024Q3: 3,530 shares; 2024Q4: 3,530 shares 3,530 $27K <0.01% 0 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,546 shares; 2024Q2: 2,788 shares; 2024Q3: 2,183 shares; 2024Q4: 2,104 shares 2,104 $27K <0.01% -79 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 559 shares 559 $26.9K <0.01% new Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,030 shares; 2024Q2: 810 shares; 2024Q3: 810 shares; 2024Q4: 810 shares 810 $26.8K <0.01% 0 Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 981 shares; 2024Q2: 1,195 shares; 2024Q3: 1,285 shares; 2024Q4: 1,259 shares 1,259 $26.6K <0.01% -26 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,056 shares; 2024Q2: 2,056 shares; 2024Q3: 2,276 shares; 2024Q4: 2,276 shares 2,276 $26.6K <0.01% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,012 shares; 2024Q4: 1,012 shares 1,012 $26.5K <0.01% 0 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,027 shares; 2024Q2: 1,527 shares; 2024Q3: 1,527 shares; 2024Q4: 1,027 shares 1,027 $26.5K <0.01% -500 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,549 shares; 2024Q3: 723 shares; 2024Q4: 768 shares 768 $26.4K <0.01% +45 Timeline HASHICORP INC HASHICORP INC More: the full row for HASHICORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,432 shares; 2024Q2: 17,921 shares; 2024Q3: 757 shares; 2024Q4: 753 shares 753 $25.8K <0.01% -4 CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,319 shares; 2024Q2: 1,319 shares; 2024Q3: 1,119 shares; 2024Q4: 1,106 shares 1,106 $25.5K <0.01% -13 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 162 shares; 2024Q3: 588 shares; 2024Q4: 617 shares 617 $25.5K <0.01% +29 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 629 shares; 2024Q2: 629 shares; 2024Q3: 629 shares; 2024Q4: 629 shares 629 $25K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,814 shares; 2024Q2: 1,698 shares; 2024Q3: 1,810 shares; 2024Q4: 2,025 shares 2,025 $24.9K <0.01% +215 Timeline RXST RXSIGHT INC More: the full row for RXSIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 535 shares; 2024Q2: 534 shares; 2024Q3: 534 shares; 2024Q4: 725 shares 725 $24.9K <0.01% +191 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 597 shares; 2024Q2: 621 shares; 2024Q3: 712 shares; 2024Q4: 688 shares 688 $24.8K <0.01% -24 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 994 shares; 2024Q2: 994 shares; 2024Q3: 994 shares; 2024Q4: 1,008 shares 1,008 $24.8K <0.01% +14 KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 400 shares; 2024Q2: 465 shares; 2024Q3: 39,538 shares; 2024Q4: 600 shares 600 $24.7K <0.01% -38,938 Timeline VIRTUS ALLIANZGI CONVERTIBL… VIRTUS ALLIANZGI CONVERTIBLE & More: the full row for VIRTUS ALLIANZGI CONVERTIBLE & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 258,015 shares; 2024Q2: 254,340 shares; 2024Q3: 7,817 shares; 2024Q4: 7,877 shares 7,877 $24.7K <0.01% +60 SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,200 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares 1,100 $24.5K <0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90 shares; 2024Q2: not reported; 2024Q3: 321 shares; 2024Q4: 321 shares 321 $24.4K <0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,250 shares 2,250 $24.3K <0.01% new Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 562 shares; 2024Q2: 562 shares; 2024Q3: 562 shares; 2024Q4: 562 shares 562 $24.3K <0.01% 0 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,235 shares; 2024Q2: 1,235 shares; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares 1,254 $24.1K <0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 394 shares; 2024Q4: 394 shares 394 $23.9K <0.01% 0 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,304 shares; 2024Q2: 4,703 shares; 2024Q3: 5,903 shares; 2024Q4: 5,903 shares 5,903 $23.8K <0.01% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 996 shares; 2024Q2: 996 shares; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares 1,009 $23.8K <0.01% 0 Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,356 shares; 2024Q2: 1,175 shares; 2024Q3: 651 shares; 2024Q4: 591 shares 591 $23.8K <0.01% -60 Timeline VBF INVESCO BD FD More: the full row for INVESCO BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,794 shares; 2024Q2: 1,538 shares; 2024Q3: 1,538 shares; 2024Q4: 1,538 shares 1,538 $23.7K <0.01% 0 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,580 shares; 2024Q2: 3,020 shares; 2024Q3: 2,309 shares; 2024Q4: 2,111 shares 2,111 $23.6K <0.01% -198 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,774 shares; 2024Q2: 1,774 shares; 2024Q3: 1,774 shares; 2024Q4: 4,375 shares 4,375 $23.5K <0.01% +2,601 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,796 shares; 2024Q2: 3,734 shares; 2024Q3: 2,444 shares; 2024Q4: 2,429 shares 2,429 $23.5K <0.01% -15 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,169 shares; 2024Q2: 2,169 shares; 2024Q3: 2,878 shares; 2024Q4: 2,907 shares 2,907 $23.5K <0.01% +29 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,676 shares; 2024Q2: 1,780 shares; 2024Q3: 2,183 shares; 2024Q4: 1,626 shares 1,626 $23.3K <0.01% -557 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 224 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 240 shares 240 $23.1K <0.01% +25 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $22.8K <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 760 shares; 2024Q2: 1,662 shares; 2024Q3: 1,994 shares; 2024Q4: 1,994 shares 1,994 $22.7K <0.01% 0 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,062 shares; 2024Q2: 2,062 shares; 2024Q3: 2,062 shares; 2024Q4: 2,062 shares 2,062 $22.7K <0.01% 0 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 539 shares; 2024Q2: 539 shares; 2024Q3: 539 shares; 2024Q4: 539 shares 539 $22.4K <0.01% 0 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,550 shares; 2024Q2: 3,550 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $22.4K <0.01% 0 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,930 shares; 2024Q2: 1,930 shares; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares 1,930 $22.3K <0.01% 0 Timeline CNYA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $22.3K <0.01% 0 Timeline