CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,799 shares; 2024Q2: 57,766 shares; 2024Q3: 50,597 shares; 2024Q4: 50,129 shares; 2025Q1: 49,703 shares; 2025Q2: 47,730 shares 47,730 $384K <0.01% -1,973 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,195 shares; 2024Q2: 5,195 shares; 2024Q3: 5,648 shares; 2024Q4: 6,898 shares; 2025Q1: 13,922 shares; 2025Q2: 13,368 shares 13,368 $383K <0.01% -554 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,252 shares; 2024Q2: 17,412 shares; 2024Q3: 17,047 shares; 2024Q4: 16,549 shares; 2025Q1: 16,064 shares; 2025Q2: 16,064 shares 16,064 $383K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,985 shares; 2024Q2: 1,985 shares; 2024Q3: 2,044 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 12,038 shares 12,038 $383K <0.01% +10,000 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,627 shares; 2024Q2: 30,106 shares; 2024Q3: 30,436 shares; 2024Q4: 32,070 shares; 2025Q1: 30,245 shares; 2025Q2: 27,096 shares 27,096 $382K <0.01% -3,149 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,826 shares; 2024Q2: 10,941 shares; 2024Q3: 12,668 shares; 2024Q4: 20,064 shares; 2025Q1: 19,864 shares; 2025Q2: 16,884 shares 16,884 $381K <0.01% -2,980 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,983 shares; 2024Q2: 6,889 shares; 2024Q3: 6,287 shares; 2024Q4: 5,757 shares; 2025Q1: 5,551 shares; 2025Q2: 4,428 shares 4,428 $381K <0.01% -1,123 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 96,539 shares; 2024Q2: 95,240 shares; 2024Q3: 94,409 shares; 2024Q4: 15,406 shares; 2025Q1: 15,619 shares; 2025Q2: 14,695 shares 14,695 $381K <0.01% -924 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,641 shares; 2024Q2: 461 shares; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 300 shares; 2025Q2: 3,409 shares 3,409 $381K <0.01% +3,109 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,631 shares; 2024Q2: 24,131 shares; 2024Q3: 24,331 shares; 2024Q4: 24,485 shares; 2025Q1: 15,795 shares; 2025Q2: 16,296 shares 16,296 $380K <0.01% +501 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 7,340 shares; 2025Q2: 7,486 shares 7,486 $380K <0.01% +146 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,055 shares; 2024Q2: 15,055 shares; 2024Q3: 45,906 shares; 2024Q4: 26,349 shares; 2025Q1: 29,322 shares; 2025Q2: 18,778 shares 18,778 $378K <0.01% -10,544 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,950 shares; 2024Q2: 10,950 shares; 2024Q3: 10,929 shares; 2024Q4: 11,208 shares; 2025Q1: 11,128 shares; 2025Q2: 11,128 shares 11,128 $377K <0.01% 0 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,112 shares; 2024Q2: 6,112 shares; 2024Q3: 6,112 shares; 2024Q4: 5,921 shares; 2025Q1: 5,723 shares; 2025Q2: 5,642 shares 5,642 $376K <0.01% -81 Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,580 shares; 2024Q2: 12,822 shares; 2024Q3: 12,381 shares; 2024Q4: 14,119 shares; 2025Q1: 13,443 shares; 2025Q2: 13,936 shares 13,936 $375K <0.01% +493 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,097 shares; 2024Q2: 9,097 shares; 2024Q3: 9,097 shares; 2024Q4: 7,740 shares; 2025Q1: 7,818 shares; 2025Q2: 7,838 shares 7,838 $375K <0.01% +20 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 578,252 shares; 2024Q2: 583,255 shares; 2024Q3: 685,368 shares; 2024Q4: 682,020 shares; 2025Q1: 757,240 shares; 2025Q2: 78,359 shares 78,359 $375K <0.01% -678,881 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,318 shares; 2024Q2: 7,671 shares; 2024Q3: 16,210 shares; 2024Q4: 16,217 shares; 2025Q1: 16,437 shares; 2025Q2: 16,444 shares 16,444 $374K <0.01% +7 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 10,953 shares; 2025Q2: 10,752 shares 10,752 $374K <0.01% -201 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,025 shares; 2024Q2: 20,209 shares; 2024Q3: 19,573 shares; 2024Q4: 19,102 shares; 2025Q1: 18,645 shares; 2025Q2: 18,581 shares 18,581 $374K <0.01% -64 Timeline JAVA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,536 shares; 2024Q2: 3,536 shares; 2024Q3: 5,844 shares; 2024Q4: 5,864 shares; 2025Q1: 6,067 shares; 2025Q2: 5,675 shares 5,675 $372K <0.01% -392 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,520 shares; 2024Q2: 4,750 shares; 2024Q3: 4,629 shares; 2024Q4: 4,402 shares; 2025Q1: 4,250 shares; 2025Q2: 4,237 shares 4,237 $371K <0.01% -13 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,781 shares; 2024Q2: 38,210 shares; 2024Q3: 34,959 shares; 2024Q4: 23,668 shares; 2025Q1: 32,183 shares; 2025Q2: 37,900 shares 37,900 $371K <0.01% +5,717 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,248 shares 31,248 $371K <0.01% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,857 shares; 2024Q2: 45,391 shares; 2024Q3: 38,717 shares; 2024Q4: 36,502 shares; 2025Q1: 36,503 shares; 2025Q2: 32,334 shares 32,334 $369K <0.01% -4,169 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,994 shares; 2024Q2: 13,156 shares; 2024Q3: 12,634 shares; 2024Q4: 12,556 shares; 2025Q1: 12,965 shares; 2025Q2: 17,994 shares 17,994 $369K <0.01% +5,029 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 120,859 shares; 2024Q2: 92,080 shares; 2024Q3: 87,157 shares; 2024Q4: 87,406 shares; 2025Q1: 42,142 shares; 2025Q2: 42,542 shares 42,542 $366K <0.01% +400 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 130,192 shares; 2024Q2: 42,718 shares; 2024Q3: 41,508 shares; 2024Q4: 40,728 shares; 2025Q1: 39,451 shares; 2025Q2: 38,646 shares 38,646 $366K <0.01% -805 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 192,354 shares; 2024Q2: 209,981 shares; 2024Q3: 18,318 shares; 2024Q4: 18,282 shares; 2025Q1: 18,355 shares; 2025Q2: 6,329 shares 6,329 $366K <0.01% -12,026 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,323 shares; 2024Q2: 16,261 shares; 2024Q3: 16,608 shares; 2024Q4: 16,570 shares; 2025Q1: 16,390 shares; 2025Q2: 16,952 shares 16,952 $365K <0.01% +562 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,744 shares; 2024Q2: 30,873 shares; 2024Q3: 39,428 shares; 2024Q4: 39,074 shares; 2025Q1: 38,703 shares; 2025Q2: 38,567 shares 38,567 $364K <0.01% -136 Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,771 shares; 2024Q2: 26,436 shares; 2024Q3: 24,376 shares; 2024Q4: 24,424 shares; 2025Q1: 24,817 shares; 2025Q2: 27,955 shares 27,955 $363K <0.01% +3,138 Timeline WRLD WORLD ACCEP CORPORATION More: the full row for WORLD ACCEP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,562 shares; 2024Q2: 2,343 shares; 2024Q3: 2,420 shares; 2024Q4: 2,513 shares; 2025Q1: 2,213 shares; 2025Q2: 2,197 shares 2,197 $363K <0.01% -16 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 56,754 shares; 2024Q2: 58,622 shares; 2024Q3: 45,291 shares; 2024Q4: 43,173 shares; 2025Q1: 44,471 shares; 2025Q2: 42,765 shares 42,765 $363K <0.01% -1,706 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152,105 shares; 2024Q2: 8,562 shares; 2024Q3: 9,224 shares; 2024Q4: 8,866 shares; 2025Q1: 9,086 shares; 2025Q2: 9,091 shares 9,091 $361K <0.01% +5 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 112,946 shares; 2024Q2: 69,009 shares; 2024Q3: 69,009 shares; 2024Q4: 68,249 shares; 2025Q1: 27,067 shares; 2025Q2: 27,434 shares 27,434 $360K <0.01% +367 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 73,929 shares; 2024Q2: 67,013 shares; 2024Q3: 214,100 shares; 2024Q4: 208,610 shares; 2025Q1: 191,870 shares; 2025Q2: 52,773 shares 52,773 $360K <0.01% -139,097 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,129 shares; 2024Q2: 5,106 shares; 2024Q3: 5,106 shares; 2024Q4: 5,106 shares; 2025Q1: 5,106 shares; 2025Q2: 5,106 shares 5,106 $360K <0.01% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,538 shares; 2024Q2: 6,232 shares; 2024Q3: 10,247 shares; 2024Q4: 10,113 shares; 2025Q1: 9,452 shares; 2025Q2: 10,117 shares 10,117 $360K <0.01% +665 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41 shares; 2024Q2: 41 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 9,661 shares 9,661 $359K <0.01% +9,611 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,308 shares; 2024Q2: 5,502 shares; 2024Q3: 4,611 shares; 2024Q4: 4,420 shares; 2025Q1: 3,277 shares; 2025Q2: 2,947 shares 2,947 $358K <0.01% -330 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,917 shares; 2024Q2: 26,194 shares; 2024Q3: 27,691 shares; 2024Q4: 24,616 shares; 2025Q1: 24,282 shares; 2025Q2: 24,945 shares 24,945 $358K <0.01% +663 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 58,623 shares; 2024Q2: 52,305 shares; 2024Q3: 51,781 shares; 2024Q4: 50,398 shares; 2025Q1: 49,110 shares; 2025Q2: 48,907 shares 48,907 $358K <0.01% -203 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,225 shares; 2024Q2: 5,490 shares; 2024Q3: 5,625 shares; 2024Q4: 5,938 shares; 2025Q1: 5,890 shares; 2025Q2: 5,910 shares 5,910 $356K <0.01% +20 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,256 shares; 2024Q2: 4,060 shares; 2024Q3: 3,497 shares; 2024Q4: 19,140 shares; 2025Q1: 15,011 shares; 2025Q2: 13,923 shares 13,923 $355K <0.01% -1,088 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48,465 shares; 2024Q2: 49,104 shares; 2024Q3: 45,730 shares; 2024Q4: 17,071 shares; 2025Q1: 18,841 shares; 2025Q2: 17,170 shares 17,170 $355K <0.01% -1,671 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,067 shares; 2024Q2: 7,979 shares; 2024Q3: 10,944 shares; 2024Q4: 7,374 shares; 2025Q1: 6,188 shares; 2025Q2: 3,396 shares 3,396 $354K <0.01% -2,792 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,637 shares; 2024Q2: 2,211 shares; 2024Q3: 2,203 shares; 2024Q4: 1,975 shares; 2025Q1: 1,709 shares; 2025Q2: 1,678 shares 1,678 $354K <0.01% -31 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,388 shares; 2024Q2: 8,256 shares; 2024Q3: 8,014 shares; 2024Q4: 7,958 shares; 2025Q1: 7,821 shares; 2025Q2: 7,786 shares 7,786 $353K <0.01% -35 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,600 shares; 2024Q2: 12,600 shares; 2024Q3: 12,710 shares; 2024Q4: 12,710 shares; 2025Q1: 12,710 shares; 2025Q2: 12,698 shares 12,698 $352K <0.01% -12 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,688 shares; 2024Q2: 8,095 shares; 2024Q3: 7,877 shares; 2024Q4: 7,537 shares; 2025Q1: 6,376 shares; 2025Q2: 6,490 shares 6,490 $352K <0.01% +114 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 3,653 shares; 2025Q2: 6,815 shares 6,815 $351K <0.01% +3,162 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,726 shares; 2025Q1: 15,584 shares; 2025Q2: 16,615 shares 16,615 $350K <0.01% +1,031 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,993 shares; 2024Q2: 9,624 shares; 2024Q3: 11,747 shares; 2024Q4: 11,677 shares; 2025Q1: 9,674 shares; 2025Q2: 9,661 shares 9,661 $349K <0.01% -13 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,053 shares; 2024Q2: 4,354 shares; 2024Q3: 4,179 shares; 2024Q4: 4,112 shares; 2025Q1: 4,106 shares; 2025Q2: 4,024 shares 4,024 $348K <0.01% -82 Timeline SPEU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,013 shares; 2024Q2: 5,949 shares; 2024Q3: 7,177 shares; 2024Q4: 7,177 shares; 2025Q1: 7,329 shares; 2025Q2: 7,177 shares 7,177 $348K <0.01% -152 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,166 shares; 2024Q2: 4,615 shares; 2024Q3: 4,179 shares; 2024Q4: 11,636 shares; 2025Q1: 15,506 shares; 2025Q2: 14,592 shares 14,592 $348K <0.01% -914 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,677 shares; 2024Q2: 2,427 shares; 2024Q3: 2,438 shares; 2024Q4: 2,432 shares; 2025Q1: 2,457 shares; 2025Q2: 2,483 shares 2,483 $348K <0.01% +26 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,163 shares; 2025Q1: 8,709 shares; 2025Q2: 8,754 shares 8,754 $347K <0.01% +45 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,760 shares; 2025Q1: 8,698 shares; 2025Q2: 8,802 shares 8,802 $346K <0.01% +104 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,926 shares; 2024Q2: 6,862 shares; 2024Q3: 6,991 shares; 2024Q4: 5,178 shares; 2025Q1: 4,892 shares; 2025Q2: 4,608 shares 4,608 $346K <0.01% -284 Timeline OLO INC OLO INC More: the full row for OLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 151,881 shares; 2024Q2: 141,091 shares; 2024Q3: 141,091 shares; 2024Q4: 141,091 shares; 2025Q1: 133,841 shares; 2025Q2: 38,872 shares 38,872 $346K <0.01% -94,969 IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,035 shares; 2024Q2: 15,854 shares; 2024Q3: 16,443 shares; 2024Q4: 15,228 shares; 2025Q1: 14,805 shares; 2025Q2: 6,863 shares 6,863 $345K <0.01% -7,942 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,424 shares; 2024Q2: 49,580 shares; 2024Q3: 43,256 shares; 2024Q4: 31,042 shares; 2025Q1: 25,918 shares; 2025Q2: 27,722 shares 27,722 $344K <0.01% +1,804 Timeline CVY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,767 shares; 2024Q2: 15,686 shares; 2024Q3: 15,686 shares; 2024Q4: 15,710 shares; 2025Q1: 15,740 shares; 2025Q2: 13,312 shares 13,312 $343K <0.01% -2,428 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 190 shares; 2024Q2: 19,799 shares; 2024Q3: 8,289 shares; 2024Q4: 8,099 shares; 2025Q1: 8,099 shares; 2025Q2: 66,327 shares 66,327 $343K <0.01% +58,228 Timeline JPIN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,244 shares; 2024Q2: 7,129 shares; 2024Q3: 7,129 shares; 2024Q4: 7,129 shares; 2025Q1: 5,344 shares; 2025Q2: 5,344 shares 5,344 $343K <0.01% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,802 shares; 2024Q2: 1,802 shares; 2024Q3: 3,120 shares; 2024Q4: 874 shares; 2025Q1: 1,486 shares; 2025Q2: 1,486 shares 1,486 $342K <0.01% 0 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,907 shares; 2024Q2: 27,712 shares; 2024Q3: 25,691 shares; 2024Q4: 33,398 shares; 2025Q1: 12,470 shares; 2025Q2: 10,160 shares 10,160 $341K <0.01% -2,310 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,079 shares; 2024Q2: 28,090 shares; 2024Q3: 28,709 shares; 2024Q4: 24,912 shares; 2025Q1: 24,788 shares; 2025Q2: 39,468 shares 39,468 $341K <0.01% +14,680 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 180 shares; 2024Q3: not reported; 2024Q4: 718 shares; 2025Q1: not reported; 2025Q2: 3,029 shares 3,029 $341K <0.01% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,263 shares; 2024Q2: 6,225 shares; 2024Q3: 5,503 shares; 2024Q4: 5,073 shares; 2025Q1: 4,266 shares; 2025Q2: 6,709 shares 6,709 $340K <0.01% +2,443 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,846 shares; 2024Q2: 20,388 shares; 2024Q3: 20,360 shares; 2024Q4: 19,374 shares; 2025Q1: 18,946 shares; 2025Q2: 18,848 shares 18,848 $340K <0.01% -98 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,925 shares; 2024Q2: 17,046 shares; 2024Q3: 15,862 shares; 2024Q4: 5,856 shares; 2025Q1: 5,518 shares; 2025Q2: 5,350 shares 5,350 $338K <0.01% -168 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,823 shares; 2024Q2: 5,968 shares; 2024Q3: 12,093 shares; 2024Q4: 49,480 shares; 2025Q1: 27,664 shares; 2025Q2: 32,635 shares 32,635 $337K <0.01% +4,971 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,799 shares; 2024Q2: 7,799 shares; 2024Q3: 7,799 shares; 2024Q4: 7,125 shares; 2025Q1: 6,851 shares; 2025Q2: 6,619 shares 6,619 $337K <0.01% -232 Timeline BSJR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,797 shares; 2024Q2: 23,797 shares; 2024Q3: 23,797 shares; 2024Q4: 23,797 shares; 2025Q1: 14,839 shares; 2025Q2: 14,839 shares 14,839 $337K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 214 shares; 2024Q2: 214 shares; 2024Q3: 1,507 shares; 2024Q4: 1,663 shares; 2025Q1: 246 shares; 2025Q2: 6,850 shares 6,850 $337K <0.01% +6,604 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,632 shares; 2024Q2: 24,632 shares; 2024Q3: 24,632 shares; 2024Q4: 25,024 shares; 2025Q1: 15,635 shares; 2025Q2: 15,260 shares 15,260 $336K <0.01% -375 Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,132 shares; 2024Q2: 41,010 shares; 2024Q3: 36,581 shares; 2024Q4: 59,412 shares; 2025Q1: 39,176 shares; 2025Q2: 33,906 shares 33,906 $336K <0.01% -5,270 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54,605 shares; 2024Q2: 52,939 shares; 2024Q3: 49,907 shares; 2024Q4: 48,313 shares; 2025Q1: 50,782 shares; 2025Q2: 49,092 shares 49,092 $335K <0.01% -1,690 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,745 shares; 2024Q2: 9,648 shares; 2024Q3: 9,561 shares; 2024Q4: 10,781 shares; 2025Q1: 11,532 shares; 2025Q2: 11,647 shares 11,647 $335K <0.01% +115 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,694 shares; 2025Q1: 7,041 shares; 2025Q2: 6,741 shares 6,741 $335K <0.01% -300 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,408 shares; 2024Q2: 29,269 shares; 2024Q3: 26,404 shares; 2024Q4: 25,587 shares; 2025Q1: 7,725 shares; 2025Q2: 7,925 shares 7,925 $334K <0.01% +200 Timeline RWX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,271 shares; 2024Q2: 13,564 shares; 2024Q3: 13,187 shares; 2024Q4: 13,219 shares; 2025Q1: 11,822 shares; 2025Q2: 12,153 shares 12,153 $333K <0.01% +331 Timeline BLUEPRINT MEDICINES CORP BLUEPRINT MEDICINES CORP More: the full row for BLUEPRINT MEDICINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,839 shares; 2024Q2: 15,664 shares; 2024Q3: 2,564 shares; 2024Q4: 13,115 shares; 2025Q1: 6,763 shares; 2025Q2: 2,587 shares 2,587 $332K <0.01% -4,176 HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,735 shares; 2024Q2: 1,960 shares; 2024Q3: 1,452 shares; 2024Q4: 102,435 shares; 2025Q1: 40,803 shares; 2025Q2: 40,803 shares 40,803 $331K <0.01% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,943 shares; 2024Q2: 2,943 shares; 2024Q3: 2,943 shares; 2024Q4: 5,943 shares; 2025Q1: 6,901 shares; 2025Q2: 6,901 shares 6,901 $331K <0.01% 0 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48,659 shares; 2024Q2: 44,242 shares; 2024Q3: 43,052 shares; 2024Q4: 39,069 shares; 2025Q1: 38,755 shares; 2025Q2: 39,057 shares 39,057 $330K <0.01% +302 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,467 shares; 2024Q2: 1,467 shares; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 3,327 shares 3,327 $330K <0.01% +1,860 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,629 shares; 2024Q2: 17,866 shares; 2024Q3: 8,091 shares; 2024Q4: 70,332 shares; 2025Q1: 9,716 shares; 2025Q2: 13,998 shares 13,998 $329K <0.01% +4,282 Timeline HSII HEIDRICK & STRUGGLES INTL IN More: the full row for HEIDRICK & STRUGGLES INTL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,667 shares; 2024Q2: 7,740 shares; 2024Q3: 7,732 shares; 2024Q4: 7,362 shares; 2025Q1: 7,177 shares; 2025Q2: 7,177 shares 7,177 $328K <0.01% 0 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,443 shares; 2024Q2: 10,254 shares; 2024Q3: 9,688 shares; 2024Q4: 10,127 shares; 2025Q1: 7,723 shares; 2025Q2: 7,610 shares 7,610 $328K <0.01% -113 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,730 shares; 2024Q2: 6,070 shares; 2024Q3: 5,773 shares; 2024Q4: 5,273 shares; 2025Q1: 5,132 shares; 2025Q2: 5,007 shares 5,007 $327K <0.01% -125 Timeline JVAL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,509 shares; 2024Q2: 8,461 shares; 2024Q3: 9,174 shares; 2024Q4: 9,556 shares; 2025Q1: 7,303 shares; 2025Q2: 7,383 shares 7,383 $327K <0.01% +80 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,290 shares; 2024Q2: 6,290 shares; 2024Q3: 6,290 shares; 2024Q4: 6,290 shares; 2025Q1: 26,395 shares; 2025Q2: 30,895 shares 30,895 $325K <0.01% +4,500 Timeline MTBA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,748 shares; 2024Q4: 3,000 shares; 2025Q1: 6,352 shares; 2025Q2: 6,483 shares 6,483 $325K <0.01% +131 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,356 shares; 2024Q2: 10,067 shares; 2024Q3: 8,699 shares; 2024Q4: 8,388 shares; 2025Q1: 8,362 shares; 2025Q2: 8,110 shares 8,110 $325K <0.01% -252 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,082 shares; 2024Q2: 24,010 shares; 2024Q3: 24,849 shares; 2024Q4: 11,278 shares; 2025Q1: 11,024 shares; 2025Q2: 10,979 shares 10,979 $325K <0.01% -45 Timeline SHOE SHOE STA GROUP INC More: the full row for SHOE STA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,407 shares; 2024Q2: 15,776 shares; 2024Q3: 14,236 shares; 2024Q4: 13,900 shares; 2025Q1: 14,835 shares; 2025Q2: 17,318 shares 17,318 $324K <0.01% +2,483 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,422 shares; 2024Q2: 8,320 shares; 2024Q3: 8,321 shares; 2024Q4: 7,914 shares; 2025Q1: 7,774 shares; 2025Q2: 7,764 shares 7,764 $324K <0.01% -10 Timeline TMCI TREACE MED CONCEPTS INC More: the full row for TREACE MED CONCEPTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63 shares; 2024Q2: 15,000 shares; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares 55,000 $323K <0.01% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 321 shares; 2024Q2: 332 shares; 2024Q3: 328 shares; 2024Q4: 274 shares; 2025Q1: 296 shares; 2025Q2: 266 shares 266 $323K <0.01% -30 QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,797 shares; 2024Q2: 12,792 shares; 2024Q3: 12,780 shares; 2024Q4: 12,783 shares; 2025Q1: 12,685 shares; 2025Q2: 12,187 shares 12,187 $323K <0.01% -498 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 25,215 shares; 2025Q1: 25,215 shares; 2025Q2: 26,715 shares 26,715 $322K <0.01% +1,500 Timeline RWK 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,310 shares; 2024Q2: 4,249 shares; 2024Q3: 4,628 shares; 2024Q4: 4,187 shares; 2025Q1: 2,737 shares; 2025Q2: 2,745 shares 2,745 $321K <0.01% +8 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,214 shares; 2024Q2: 3,207 shares; 2024Q3: 3,146 shares; 2024Q4: 13,278 shares; 2025Q1: 13,254 shares; 2025Q2: 11,437 shares 11,437 $321K <0.01% -1,817 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,363 shares 9,363 $321K <0.01% new Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 924 shares; 2024Q2: 1,065 shares; 2024Q3: 1,274 shares; 2024Q4: 3,429 shares; 2025Q1: 3,725 shares; 2025Q2: 4,030 shares 4,030 $321K <0.01% +305 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,744 shares; 2024Q2: 16,765 shares; 2024Q3: 16,002 shares; 2024Q4: 15,526 shares; 2025Q1: 15,501 shares; 2025Q2: 12,871 shares 12,871 $320K <0.01% -2,630 Timeline HSTM HEALTHSTREAM INC More: the full row for HEALTHSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,912 shares; 2024Q2: 8,765 shares; 2024Q3: 8,755 shares; 2024Q4: 9,373 shares; 2025Q1: 11,517 shares; 2025Q2: 11,527 shares 11,527 $319K <0.01% +10 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,964 shares; 2024Q2: 15,715 shares; 2024Q3: 14,316 shares; 2024Q4: 14,278 shares; 2025Q1: 15,024 shares; 2025Q2: 14,801 shares 14,801 $319K <0.01% -223 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,957 shares; 2024Q2: 13,864 shares; 2024Q3: 17,211 shares; 2024Q4: 17,850 shares; 2025Q1: 13,229 shares; 2025Q2: 14,880 shares 14,880 $318K <0.01% +1,651 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,387 shares; 2024Q2: 34,368 shares; 2024Q3: 22,657 shares; 2024Q4: 13,566 shares; 2025Q1: 14,673 shares; 2025Q2: 14,519 shares 14,519 $317K <0.01% -154 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,804 shares; 2024Q2: 38,213 shares; 2024Q3: 36,442 shares; 2024Q4: 35,220 shares; 2025Q1: 36,259 shares; 2025Q2: 34,074 shares 34,074 $316K <0.01% -2,185 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,090 shares; 2024Q2: 7,024 shares; 2024Q3: 4,252 shares; 2024Q4: 4,252 shares; 2025Q1: 4,486 shares; 2025Q2: 4,235 shares 4,235 $315K <0.01% -251 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,871 shares; 2024Q2: 3,871 shares; 2024Q3: 4,410 shares; 2024Q4: 4,428 shares; 2025Q1: 4,578 shares; 2025Q2: 1,503 shares 1,503 $313K <0.01% -3,075 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,960 shares; 2024Q2: 9,960 shares; 2024Q3: 9,960 shares; 2024Q4: 8,856 shares; 2025Q1: 13,059 shares; 2025Q2: 15,029 shares 15,029 $313K <0.01% +1,970 Timeline CVI CVR ENERGY INC More: the full row for CVR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,063 shares; 2024Q2: 10,653 shares; 2024Q3: 11,825 shares; 2024Q4: 11,878 shares; 2025Q1: 11,620 shares; 2025Q2: 11,624 shares 11,624 $312K <0.01% +4 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,692 shares; 2024Q2: 21,772 shares; 2024Q3: 28,754 shares; 2024Q4: 26,557 shares; 2025Q1: 26,086 shares; 2025Q2: 26,061 shares 26,061 $311K <0.01% -25 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,557 shares; 2024Q2: 19,123 shares; 2024Q3: 19,256 shares; 2024Q4: 19,087 shares; 2025Q1: 18,990 shares; 2025Q2: 19,186 shares 19,186 $309K <0.01% +196 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,449 shares; 2024Q2: 3,442 shares; 2024Q3: 3,436 shares; 2024Q4: 3,936 shares; 2025Q1: 3,714 shares; 2025Q2: 3,733 shares 3,733 $308K <0.01% +19 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,048 shares; 2024Q2: 5,632 shares; 2024Q3: 6,612 shares; 2024Q4: 7,356 shares; 2025Q1: 6,643 shares; 2025Q2: 6,437 shares 6,437 $306K <0.01% -206 Timeline MIG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,229 shares; 2025Q2: 14,229 shares 14,229 $306K <0.01% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,413 shares; 2024Q2: 19,448 shares; 2024Q3: 20,262 shares; 2024Q4: 14,253 shares; 2025Q1: 14,243 shares; 2025Q2: 10,408 shares 10,408 $305K <0.01% -3,835 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,166 shares; 2024Q2: 57,678 shares; 2024Q3: 58,112 shares; 2024Q4: 56,216 shares; 2025Q1: 50,203 shares; 2025Q2: 50,327 shares 50,327 $302K <0.01% +124 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,501 shares; 2024Q2: 53,546 shares; 2024Q3: 51,904 shares; 2024Q4: 49,465 shares; 2025Q1: 48,102 shares; 2025Q2: 48,447 shares 48,447 $302K <0.01% +345 Timeline PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,603 shares; 2024Q4: 11,603 shares; 2025Q1: 11,603 shares; 2025Q2: 11,187 shares 11,187 $301K <0.01% -416 PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,941 shares; 2024Q2: 9,604 shares; 2024Q3: 9,518 shares; 2024Q4: 9,501 shares; 2025Q1: 9,966 shares; 2025Q2: 9,455 shares 9,455 $300K <0.01% -511 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,687 shares; 2024Q2: 8,849 shares; 2024Q3: 7,192 shares; 2024Q4: 7,192 shares; 2025Q1: 7,216 shares; 2025Q2: 10,500 shares 10,500 $300K <0.01% +3,284 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,818 shares; 2024Q2: 3,649 shares; 2024Q3: 3,858 shares; 2024Q4: 3,965 shares; 2025Q1: 4,047 shares; 2025Q2: 4,053 shares 4,053 $300K <0.01% +6 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,644 shares; 2024Q2: 15,644 shares; 2024Q3: 15,600 shares; 2024Q4: 16,244 shares; 2025Q1: 17,061 shares; 2025Q2: 17,490 shares 17,490 $299K <0.01% +429 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,294 shares; 2024Q2: 6,155 shares; 2024Q3: 6,278 shares; 2024Q4: 5,988 shares; 2025Q1: 5,970 shares; 2025Q2: 6,419 shares 6,419 $298K <0.01% +449 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,222 shares; 2024Q2: 21,486 shares; 2024Q3: 11,198 shares; 2024Q4: 11,198 shares; 2025Q1: 11,198 shares; 2025Q2: 11,220 shares 11,220 $298K <0.01% +22 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,170 shares; 2024Q2: 31,001 shares; 2024Q3: 29,507 shares; 2024Q4: 28,103 shares; 2025Q1: 27,837 shares; 2025Q2: 27,818 shares 27,818 $297K <0.01% -19 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,185 shares; 2024Q2: 1,185 shares; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 2,349 shares; 2025Q2: 4,364 shares 4,364 $297K <0.01% +2,015 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,367 shares; 2024Q2: 8,951 shares; 2024Q3: 8,026 shares; 2024Q4: 7,579 shares; 2025Q1: 7,369 shares; 2025Q2: 7,092 shares 7,092 $297K <0.01% -277 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,815 shares; 2024Q2: 16,829 shares; 2024Q3: 16,843 shares; 2024Q4: 14,440 shares; 2025Q1: 14,455 shares; 2025Q2: 14,469 shares 14,469 $296K <0.01% +14 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 116 shares; 2024Q4: 193 shares; 2025Q1: 345 shares; 2025Q2: 7,485 shares 7,485 $296K <0.01% +7,140 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,806 shares; 2024Q3: 5,806 shares; 2024Q4: 5,806 shares; 2025Q1: 5,806 shares; 2025Q2: 5,806 shares 5,806 $296K <0.01% 0 Timeline GOGO GOGO INC More: the full row for GOGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,184 shares; 2024Q2: 23,098 shares; 2024Q3: 22,970 shares; 2024Q4: 20,992 shares; 2025Q1: 20,469 shares; 2025Q2: 20,151 shares 20,151 $296K <0.01% -318 Timeline GO GROCERY OUTLET HLDG CORP More: the full row for GROCERY OUTLET HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,943 shares; 2024Q2: 32,702 shares; 2024Q3: 25,607 shares; 2024Q4: 24,513 shares; 2025Q1: 23,688 shares; 2025Q2: 23,804 shares 23,804 $296K <0.01% +116 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,181 shares; 2024Q2: 35,004 shares; 2024Q3: 35,390 shares; 2024Q4: 28,731 shares; 2025Q1: 24,684 shares; 2025Q2: 24,716 shares 24,716 $295K <0.01% +32 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 16,203 shares 16,203 $294K <0.01% +16,090 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,701 shares; 2024Q2: 29,765 shares; 2024Q3: 31,318 shares; 2024Q4: 34,059 shares; 2025Q1: 18,035 shares; 2025Q2: 14,901 shares 14,901 $292K <0.01% -3,134 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,631 shares; 2024Q2: 21,483 shares; 2024Q3: 23,214 shares; 2024Q4: 22,146 shares; 2025Q1: 20,174 shares; 2025Q2: 18,044 shares 18,044 $291K <0.01% -2,130 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,253 shares; 2024Q2: 49,951 shares; 2024Q3: 38,092 shares; 2024Q4: 33,572 shares; 2025Q1: 30,144 shares; 2025Q2: 32,620 shares 32,620 $290K <0.01% +2,476 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,535 shares; 2024Q2: 1,482 shares; 2024Q3: 8,581 shares; 2024Q4: 6,157 shares; 2025Q1: 8,087 shares; 2025Q2: 8,864 shares 8,864 $290K <0.01% +777 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83,795 shares; 2024Q2: 87,736 shares; 2024Q3: 103,223 shares; 2024Q4: 102,960 shares; 2025Q1: 44,755 shares; 2025Q2: 54,820 shares 54,820 $289K <0.01% +10,065 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,799 shares; 2024Q2: 21,500 shares; 2024Q3: 21,500 shares; 2024Q4: 21,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares 18,500 $289K <0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,641 shares; 2024Q2: 17,914 shares; 2024Q3: 35,362 shares; 2024Q4: 9,938 shares; 2025Q1: 23,803 shares; 2025Q2: 7,414 shares 7,414 $288K <0.01% -16,389 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,816 shares; 2024Q2: 9,641 shares; 2024Q3: 15,737 shares; 2024Q4: 17,029 shares; 2025Q1: 18,160 shares; 2025Q2: 19,149 shares 19,149 $288K <0.01% +989 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,910 shares; 2024Q2: 12,799 shares; 2024Q3: 6,809 shares; 2024Q4: 5,062 shares; 2025Q1: 4,813 shares; 2025Q2: 4,815 shares 4,815 $288K <0.01% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,258 shares; 2024Q2: 1,576 shares; 2024Q3: 1,497 shares; 2024Q4: 1,497 shares; 2025Q1: 1,497 shares; 2025Q2: 9,645 shares 9,645 $288K <0.01% +8,148 Timeline HAFC HANMI FINL CORP More: the full row for HANMI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,993 shares; 2024Q2: 12,528 shares; 2024Q3: 12,528 shares; 2024Q4: 11,845 shares; 2025Q1: 11,609 shares; 2025Q2: 11,636 shares 11,636 $287K <0.01% +27 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,996 shares; 2024Q2: 10,284 shares; 2024Q3: 10,144 shares; 2024Q4: 10,092 shares; 2025Q1: 9,037 shares; 2025Q2: 8,797 shares 8,797 $287K <0.01% -240 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,517 shares; 2024Q2: 6,288 shares; 2024Q3: 3,794 shares; 2024Q4: 3,957 shares; 2025Q1: 3,132 shares; 2025Q2: 2,946 shares 2,946 $287K <0.01% -186 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,123 shares; 2024Q2: 45,567 shares; 2024Q3: 43,627 shares; 2024Q4: 47,820 shares; 2025Q1: 46,475 shares; 2025Q2: 27,914 shares 27,914 $286K <0.01% -18,561 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,787 shares; 2024Q2: 14,686 shares; 2024Q3: 11,138 shares; 2024Q4: 13,121 shares; 2025Q1: 13,126 shares; 2025Q2: 15,126 shares 15,126 $285K <0.01% +2,000 Timeline ANGI ANGI INC More: the full row for ANGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,644 shares 18,644 $285K <0.01% new Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,297 shares; 2024Q2: 5,297 shares; 2024Q3: 4,297 shares; 2024Q4: 4,297 shares; 2025Q1: 4,297 shares; 2025Q2: 4,297 shares 4,297 $284K <0.01% 0 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48,973 shares; 2024Q2: 48,973 shares; 2024Q3: 48,886 shares; 2024Q4: 46,886 shares; 2025Q1: 45,386 shares; 2025Q2: 45,386 shares 45,386 $284K <0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,410 shares; 2024Q2: 11,389 shares; 2024Q3: 11,389 shares; 2024Q4: 11,387 shares; 2025Q1: 11,204 shares; 2025Q2: 12,160 shares 12,160 $282K <0.01% +956 Timeline STAA STAAR SURGICAL CO More: the full row for STAAR SURGICAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,643 shares; 2024Q2: 19,149 shares; 2024Q3: 18,124 shares; 2024Q4: 18,172 shares; 2025Q1: 17,250 shares; 2025Q2: 16,785 shares 16,785 $282K <0.01% -465 Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,438 shares; 2024Q2: 5,713 shares; 2024Q3: 5,697 shares; 2024Q4: 5,331 shares; 2025Q1: 5,184 shares; 2025Q2: 5,106 shares 5,106 $281K <0.01% -78 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,228 shares; 2024Q2: 10,808 shares; 2024Q3: 10,378 shares; 2024Q4: 10,036 shares; 2025Q1: 9,930 shares; 2025Q2: 9,672 shares 9,672 $280K <0.01% -258 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 485 shares; 2024Q2: 1,991 shares; 2024Q3: 485 shares; 2024Q4: 9,212 shares; 2025Q1: 20,440 shares; 2025Q2: 12,202 shares 12,202 $280K <0.01% -8,238 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,839 shares; 2024Q2: 24,680 shares; 2024Q3: 25,521 shares; 2024Q4: 22,292 shares; 2025Q1: 9,456 shares; 2025Q2: 13,915 shares 13,915 $280K <0.01% +4,459 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,266 shares; 2024Q2: 7,143 shares; 2024Q3: 7,779 shares; 2024Q4: 7,529 shares; 2025Q1: 9,929 shares; 2025Q2: 7,268 shares 7,268 $278K <0.01% -2,661 Timeline AMSF AMERISAFE INC More: the full row for AMERISAFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,106 shares; 2024Q2: 7,125 shares; 2024Q3: 6,918 shares; 2024Q4: 6,671 shares; 2025Q1: 6,514 shares; 2025Q2: 6,365 shares 6,365 $278K <0.01% -149 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,896 shares; 2024Q2: 12,447 shares; 2024Q3: 12,754 shares; 2024Q4: 13,076 shares; 2025Q1: 16,899 shares; 2025Q2: 17,318 shares 17,318 $278K <0.01% +419 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,847 shares; 2024Q2: 7,794 shares; 2024Q3: 7,784 shares; 2024Q4: 7,796 shares; 2025Q1: 7,727 shares; 2025Q2: 7,723 shares 7,723 $277K <0.01% -4 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,592 shares; 2024Q2: 5,562 shares; 2024Q3: 5,078 shares; 2024Q4: 4,925 shares; 2025Q1: 4,775 shares; 2025Q2: 4,759 shares 4,759 $277K <0.01% -16 Timeline BBAG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,825 shares; 2024Q2: 2,825 shares; 2024Q3: 2,825 shares; 2024Q4: 2,825 shares; 2025Q1: 4,797 shares; 2025Q2: 5,986 shares 5,986 $276K <0.01% +1,189 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,760 shares; 2024Q2: 5,411 shares; 2024Q3: 4,656 shares; 2024Q4: 4,808 shares; 2025Q1: 3,296 shares; 2025Q2: 3,306 shares 3,306 $276K <0.01% +10 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,504 shares; 2024Q2: 8,842 shares; 2024Q3: 8,571 shares; 2024Q4: 8,405 shares; 2025Q1: 8,237 shares; 2025Q2: 8,361 shares 8,361 $276K <0.01% +124 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 51,179 shares; 2024Q2: 51,345 shares; 2024Q3: 51,323 shares; 2024Q4: 47,141 shares; 2025Q1: 46,305 shares; 2025Q2: 46,305 shares 46,305 $275K <0.01% 0 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,197 shares; 2024Q2: 47,892 shares; 2024Q3: 45,697 shares; 2024Q4: 44,293 shares; 2025Q1: 44,110 shares; 2025Q2: 40,411 shares 40,411 $275K <0.01% -3,699 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,256 shares; 2024Q2: 3,239 shares; 2024Q3: 3,221 shares; 2024Q4: 3,190 shares; 2025Q1: 2,801 shares; 2025Q2: 2,649 shares 2,649 $275K <0.01% -152 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 370 shares; 2024Q2: 369 shares; 2024Q3: 77 shares; 2024Q4: 9,318 shares; 2025Q1: 10,628 shares; 2025Q2: 10,898 shares 10,898 $274K <0.01% +270 Timeline METCB RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,867 shares; 2024Q2: 21,672 shares; 2024Q3: 19,714 shares; 2024Q4: 73,197 shares; 2025Q1: 29,105 shares; 2025Q2: 33,470 shares 33,470 $274K <0.01% +4,365 Timeline IFLN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,704 shares; 2024Q2: 19,667 shares; 2024Q3: 15,103 shares; 2024Q4: 15,103 shares; 2025Q1: 14,831 shares; 2025Q2: 14,831 shares 14,831 $274K <0.01% 0 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,604 shares; 2024Q2: 18,034 shares; 2024Q3: 17,573 shares; 2024Q4: 16,573 shares; 2025Q1: 16,933 shares; 2025Q2: 16,766 shares 16,766 $272K <0.01% -167 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,844 shares; 2024Q2: 41,275 shares; 2024Q3: 42,665 shares; 2024Q4: 40,107 shares; 2025Q1: 40,198 shares; 2025Q2: 29,817 shares 29,817 $271K <0.01% -10,381 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,165 shares; 2024Q2: 1,116 shares; 2024Q3: 24,180 shares; 2024Q4: 22,215 shares; 2025Q1: 29,177 shares; 2025Q2: 23,150 shares 23,150 $271K <0.01% -6,027 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,555 shares 7,555 $270K <0.01% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,674 shares; 2024Q2: 4,844 shares; 2024Q3: 4,296 shares; 2024Q4: 3,916 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares 4,010 $270K <0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,153 shares; 2024Q2: 5,255 shares; 2024Q3: 5,198 shares; 2024Q4: 5,554 shares; 2025Q1: 5,482 shares; 2025Q2: 4,687 shares 4,687 $269K <0.01% -795 Timeline AVNS AVANOS MED INC More: the full row for AVANOS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,029 shares; 2024Q2: 22,812 shares; 2024Q3: 22,148 shares; 2024Q4: 22,903 shares; 2025Q1: 22,457 shares; 2025Q2: 21,881 shares 21,881 $268K <0.01% -576 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,438 shares; 2024Q2: 4,015 shares; 2024Q3: 9,729 shares; 2024Q4: 9,512 shares; 2025Q1: 7,612 shares; 2025Q2: 10,628 shares 10,628 $268K <0.01% +3,016 Timeline CNXN PC CONNECTION INC More: the full row for PC CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,912 shares; 2024Q2: 4,370 shares; 2024Q3: 4,515 shares; 2024Q4: 4,470 shares; 2025Q1: 4,185 shares; 2025Q2: 4,055 shares 4,055 $267K <0.01% -130 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,421 shares; 2024Q2: 6,322 shares; 2024Q3: 6,093 shares; 2024Q4: 5,886 shares; 2025Q1: 5,796 shares; 2025Q2: 5,979 shares 5,979 $267K <0.01% +183 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,206 shares; 2024Q2: 4,593 shares; 2024Q3: 4,433 shares; 2024Q4: 4,344 shares; 2025Q1: 4,242 shares; 2025Q2: 4,242 shares 4,242 $266K <0.01% 0 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,591 shares; 2024Q2: 13,393 shares; 2024Q3: 12,906 shares; 2024Q4: 11,805 shares; 2025Q1: 11,563 shares; 2025Q2: 11,553 shares 11,553 $265K <0.01% -10 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68,465 shares; 2024Q2: 60,013 shares; 2024Q3: 62,335 shares; 2024Q4: 59,585 shares; 2025Q1: 59,720 shares; 2025Q2: 60,407 shares 60,407 $264K <0.01% +687 Timeline SPARTANNASH CO SPARTANNASH CO More: the full row for SPARTANNASH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,832 shares; 2024Q2: 11,970 shares; 2024Q3: 10,640 shares; 2024Q4: 10,159 shares; 2025Q1: 9,976 shares; 2025Q2: 9,960 shares 9,960 $264K <0.01% -16 LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 655 shares; 2025Q2: 1,430 shares 1,430 $262K <0.01% +775 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,323 shares; 2024Q2: 28,422 shares; 2024Q3: 28,456 shares; 2024Q4: 28,650 shares; 2025Q1: 28,712 shares; 2025Q2: 30,548 shares 30,548 $261K <0.01% +1,836 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,627 shares; 2024Q2: 15,077 shares; 2024Q3: 18,854 shares; 2024Q4: 23,108 shares; 2025Q1: 22,864 shares; 2025Q2: 24,173 shares 24,173 $259K <0.01% +1,309 Timeline PIZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,199 shares; 2024Q2: 5,091 shares; 2024Q3: 5,091 shares; 2024Q4: 6,337 shares; 2025Q1: 6,337 shares; 2025Q2: 5,636 shares 5,636 $259K <0.01% -701 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,224 shares; 2024Q2: 9,954 shares; 2024Q3: 9,731 shares; 2024Q4: 9,452 shares; 2025Q1: 9,224 shares; 2025Q2: 9,224 shares 9,224 $259K <0.01% 0 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,066 shares; 2024Q2: 4,231 shares; 2024Q3: 4,221 shares; 2024Q4: 4,653 shares; 2025Q1: 4,312 shares; 2025Q2: 4,319 shares 4,319 $258K <0.01% +7 Timeline ARDT ARDENT HEALTH INC More: the full row for ARDENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,876 shares 18,876 $258K <0.01% new Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 51,739 shares; 2024Q2: 46,118 shares; 2024Q3: 44,697 shares; 2024Q4: 43,030 shares; 2025Q1: 42,036 shares; 2025Q2: 42,036 shares 42,036 $256K <0.01% 0 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,491 shares; 2024Q2: 16,238 shares; 2024Q3: 15,473 shares; 2024Q4: 14,437 shares; 2025Q1: 20,627 shares; 2025Q2: 20,425 shares 20,425 $256K <0.01% -202 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,604 shares; 2024Q2: 30,725 shares; 2024Q3: 29,412 shares; 2024Q4: 29,246 shares; 2025Q1: 29,125 shares; 2025Q2: 29,529 shares 29,529 $256K <0.01% +404 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,429 shares; 2024Q2: 11,788 shares; 2024Q3: 11,076 shares; 2024Q4: 50,666 shares; 2025Q1: 48,981 shares; 2025Q2: 6,618 shares 6,618 $256K <0.01% -42,363 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,570 shares 1,570 $256K <0.01% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,913 shares; 2024Q2: 3,821 shares; 2024Q3: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: 3,439 shares; 2025Q2: 4,578 shares 4,578 $255K <0.01% +1,139 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,385 shares; 2024Q2: 2,385 shares; 2024Q3: 2,385 shares; 2024Q4: 2,385 shares; 2025Q1: 5,685 shares; 2025Q2: 5,518 shares 5,518 $255K <0.01% -167 Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,408 shares; 2024Q2: 29,626 shares; 2024Q3: 28,875 shares; 2024Q4: 28,439 shares; 2025Q1: 27,700 shares; 2025Q2: 28,019 shares 28,019 $255K <0.01% +319 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 72,888 shares; 2024Q2: 66,693 shares; 2024Q3: 67,231 shares; 2024Q4: 62,141 shares; 2025Q1: 62,682 shares; 2025Q2: 62,365 shares 62,365 $254K <0.01% -317 Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,105 shares; 2024Q2: 40,609 shares; 2024Q3: 40,670 shares; 2024Q4: 38,868 shares; 2025Q1: 38,527 shares; 2025Q2: 37,942 shares 37,942 $254K <0.01% -585 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,957 shares; 2024Q2: 4,312 shares; 2024Q3: 4,627 shares; 2024Q4: 4,627 shares; 2025Q1: 3,409 shares; 2025Q2: 5,279 shares 5,279 $254K <0.01% +1,870 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,353 shares; 2024Q4: 2,550 shares; 2025Q1: 3,991 shares; 2025Q2: 5,285 shares 5,285 $253K <0.01% +1,294 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,384 shares; 2024Q2: 8,825 shares; 2024Q3: 8,407 shares; 2024Q4: 4,112 shares; 2025Q1: 4,004 shares; 2025Q2: 5,562 shares 5,562 $253K <0.01% +1,558 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,286 shares; 2024Q2: 6,286 shares; 2024Q3: 4,215 shares; 2024Q4: 4,215 shares; 2025Q1: 5,075 shares; 2025Q2: 5,075 shares 5,075 $253K <0.01% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 2,974 shares; 2024Q3: 2,974 shares; 2024Q4: 2,901 shares; 2025Q1: 11,239 shares; 2025Q2: 11,226 shares 11,226 $252K <0.01% -13 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,739 shares; 2024Q2: 2,214 shares; 2024Q3: 2,580 shares; 2024Q4: 2,584 shares; 2025Q1: 2,667 shares; 2025Q2: 2,653 shares 2,653 $252K <0.01% -14 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,171 shares; 2025Q2: 23,171 shares 23,171 $252K <0.01% 0 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,586 shares; 2024Q2: 4,873 shares; 2024Q3: 6,503 shares; 2024Q4: 6,337 shares; 2025Q1: 6,545 shares; 2025Q2: 8,455 shares 8,455 $251K <0.01% +1,910 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,572 shares; 2024Q2: 17,608 shares; 2024Q3: 17,608 shares; 2024Q4: 17,252 shares; 2025Q1: 17,355 shares; 2025Q2: 6,727 shares 6,727 $250K <0.01% -10,628 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,705 shares; 2024Q2: 1,705 shares; 2024Q3: 3,805 shares; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares 3,805 $249K <0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,452 shares; 2024Q2: 4,520 shares; 2024Q3: 5,249 shares; 2024Q4: 5,509 shares; 2025Q1: 6,350 shares; 2025Q2: 6,187 shares 6,187 $249K <0.01% -163 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,172 shares; 2024Q2: 14,196 shares; 2024Q3: 14,196 shares; 2024Q4: 14,175 shares; 2025Q1: 13,900 shares; 2025Q2: 13,900 shares 13,900 $249K <0.01% 0 Timeline PEZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares 2,500 $249K <0.01% 0 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,876 shares; 2024Q2: 20,821 shares; 2024Q3: 21,106 shares; 2024Q4: 20,586 shares; 2025Q1: 19,067 shares; 2025Q2: 15,445 shares 15,445 $248K <0.01% -3,622 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,174 shares; 2024Q2: 24,136 shares; 2024Q3: 23,291 shares; 2024Q4: 21,387 shares; 2025Q1: 21,156 shares; 2025Q2: 20,896 shares 20,896 $248K <0.01% -260 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 6,446 shares; 2025Q2: 6,030 shares 6,030 $247K <0.01% -416 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,973 shares; 2024Q2: 4,336 shares; 2024Q3: 4,012 shares; 2024Q4: 10,202 shares; 2025Q1: 10,202 shares; 2025Q2: 10,212 shares 10,212 $246K <0.01% +10 Timeline SXC SUNCOKE ENERGY INC More: the full row for SUNCOKE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,814 shares; 2024Q2: 30,721 shares; 2024Q3: 30,782 shares; 2024Q4: 29,147 shares; 2025Q1: 28,586 shares; 2025Q2: 28,535 shares 28,535 $245K <0.01% -51 Timeline ZEUS OLYMPIC STEEL INC More: the full row for OLYMPIC STEEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,085 shares; 2024Q2: 8,221 shares; 2024Q3: 7,954 shares; 2024Q4: 7,479 shares; 2025Q1: 7,514 shares; 2025Q2: 7,503 shares 7,503 $245K <0.01% -11 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,362 shares; 2024Q2: 3,829 shares; 2024Q3: 5,190 shares; 2024Q4: 37,178 shares; 2025Q1: 5,648 shares; 2025Q2: 3,968 shares 3,968 $244K <0.01% -1,680 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,980 shares; 2024Q2: 17,741 shares; 2024Q3: 17,345 shares; 2024Q4: 16,802 shares; 2025Q1: 15,954 shares; 2025Q2: 15,681 shares 15,681 $244K <0.01% -273 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 110,537 shares; 2024Q2: 73,436 shares; 2024Q3: 41,905 shares; 2024Q4: 38,531 shares; 2025Q1: 38,117 shares; 2025Q2: 37,512 shares 37,512 $243K <0.01% -605 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,288 shares; 2024Q2: 2,197 shares; 2024Q3: 2,651 shares; 2024Q4: 2,714 shares; 2025Q1: 2,718 shares; 2025Q2: 3,139 shares 3,139 $243K <0.01% +421 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,048 shares; 2024Q2: 4,054 shares; 2024Q3: 4,011 shares; 2024Q4: 3,951 shares; 2025Q1: 4,717 shares; 2025Q2: 2,811 shares 2,811 $243K <0.01% -1,906 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,498 shares; 2024Q2: 9,808 shares; 2024Q3: 3,710 shares; 2024Q4: 3,504 shares; 2025Q1: 7,641 shares; 2025Q2: 4,859 shares 4,859 $242K <0.01% -2,782 Timeline MCFT MASTERCRAFT BOAT HLDGS INC More: the full row for MASTERCRAFT BOAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 56,640 shares; 2024Q2: 32,908 shares; 2024Q3: 32,913 shares; 2024Q4: 32,580 shares; 2025Q1: 12,664 shares; 2025Q2: 12,822 shares 12,822 $238K <0.01% +158 Timeline JMSI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,807 shares 4,807 $238K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 957 shares; 2024Q2: 1,692 shares; 2024Q3: 3,695 shares; 2024Q4: 4,790 shares; 2025Q1: 4,665 shares; 2025Q2: 9,611 shares 9,611 $237K <0.01% +4,946 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,953 shares; 2024Q2: 19,700 shares; 2024Q3: 19,700 shares; 2024Q4: 19,700 shares; 2025Q1: 19,700 shares; 2025Q2: 17,069 shares 17,069 $237K <0.01% -2,631 Timeline RFG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,850 shares; 2024Q2: 4,850 shares; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares 4,850 $236K <0.01% 0 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,385 shares; 2024Q2: 19,192 shares; 2024Q3: 20,938 shares; 2024Q4: 10,131 shares; 2025Q1: 9,851 shares; 2025Q2: 9,946 shares 9,946 $236K <0.01% +95 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,647 shares; 2024Q2: 8,436 shares; 2024Q3: 8,427 shares; 2024Q4: 15,722 shares; 2025Q1: 20,633 shares; 2025Q2: 10,024 shares 10,024 $234K <0.01% -10,609 CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,598 shares; 2024Q2: 16,598 shares; 2024Q3: 16,714 shares; 2024Q4: 16,714 shares; 2025Q1: 16,714 shares; 2025Q2: 16,598 shares 16,598 $234K <0.01% -116 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,917 shares; 2024Q2: 1,715 shares; 2024Q3: 1,446 shares; 2024Q4: 1,366 shares; 2025Q1: 1,273 shares; 2025Q2: 1,245 shares 1,245 $233K <0.01% -28 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,972 shares; 2024Q4: 5,309 shares; 2025Q1: 5,309 shares; 2025Q2: 4,826 shares 4,826 $233K <0.01% -483 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,966 shares; 2024Q2: 2,610 shares; 2024Q3: 2,955 shares; 2024Q4: 3,502 shares; 2025Q1: 3,007 shares; 2025Q2: 2,972 shares 2,972 $232K <0.01% -35 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,655 shares; 2024Q2: 21,392 shares; 2024Q3: 21,220 shares; 2024Q4: 23,035 shares; 2025Q1: 23,252 shares; 2025Q2: 23,051 shares 23,051 $232K <0.01% -201 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,575 shares; 2024Q2: 13,575 shares; 2024Q3: 6,792 shares; 2024Q4: 7,039 shares; 2025Q1: 7,039 shares; 2025Q2: 10,409 shares 10,409 $231K <0.01% +3,370 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,866 shares; 2024Q2: 18,766 shares; 2024Q3: 15,866 shares; 2024Q4: 15,866 shares; 2025Q1: 15,866 shares; 2025Q2: 15,866 shares 15,866 $229K <0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 372 shares; 2024Q2: 621 shares; 2024Q3: 683 shares; 2024Q4: 699 shares; 2025Q1: 783 shares; 2025Q2: 757 shares 757 $229K <0.01% -26 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,490 shares; 2024Q2: 2,418 shares; 2024Q3: 1,772 shares; 2024Q4: 1,726 shares; 2025Q1: 3,072 shares; 2025Q2: 1,682 shares 1,682 $228K <0.01% -1,390 Timeline OIS OIL STS INTL INC More: the full row for OIL STS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,057 shares; 2024Q2: 66,007 shares; 2024Q3: 57,405 shares; 2024Q4: 51,298 shares; 2025Q1: 42,343 shares; 2025Q2: 42,277 shares 42,277 $227K <0.01% -66 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,008 shares; 2024Q2: 7,329 shares; 2024Q3: 5,261 shares; 2024Q4: 7,281 shares; 2025Q1: 8,352 shares; 2025Q2: 8,394 shares 8,394 $226K <0.01% +42 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 168,552 shares; 2024Q2: 62,666 shares; 2024Q3: 54,908 shares; 2024Q4: 53,021 shares; 2025Q1: 39,359 shares; 2025Q2: 39,408 shares 39,408 $226K <0.01% +49 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,993 shares; 2024Q2: 6,011 shares; 2024Q3: 5,690 shares; 2024Q4: 4,884 shares; 2025Q1: 8,248 shares; 2025Q2: 7,826 shares 7,826 $226K <0.01% -422 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,221 shares; 2024Q2: 6,893 shares; 2024Q3: 6,882 shares; 2024Q4: 6,873 shares; 2025Q1: 6,871 shares; 2025Q2: 6,857 shares 6,857 $226K <0.01% -14 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,765 shares; 2024Q2: 11,260 shares; 2024Q3: 10,856 shares; 2024Q4: 10,656 shares; 2025Q1: 10,555 shares; 2025Q2: 10,513 shares 10,513 $225K <0.01% -42 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,680 shares; 2024Q2: 5,587 shares; 2024Q3: 4,626 shares; 2024Q4: 4,701 shares; 2025Q1: 1,938 shares; 2025Q2: 1,670 shares 1,670 $224K <0.01% -268 Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,111 shares; 2024Q2: 27,471 shares; 2024Q3: 27,191 shares; 2024Q4: 26,352 shares; 2025Q1: 25,646 shares; 2025Q2: 25,571 shares 25,571 $224K <0.01% -75 Timeline JCPB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,332 shares; 2024Q2: 8,609 shares; 2024Q3: 8,584 shares; 2024Q4: 4,379 shares; 2025Q1: 4,791 shares; 2025Q2: 4,754 shares 4,754 $224K <0.01% -37 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,769 shares; 2024Q2: 6,846 shares; 2024Q3: 7,182 shares; 2024Q4: 7,203 shares; 2025Q1: 7,321 shares; 2025Q2: 7,268 shares 7,268 $223K <0.01% -53 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,263 shares; 2024Q2: 1,690 shares; 2024Q3: 3,104 shares; 2024Q4: 2,307 shares; 2025Q1: 5,799 shares; 2025Q2: 6,070 shares 6,070 $223K <0.01% +271 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,200 shares; 2024Q2: 5,800 shares; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 10,232 shares 10,232 $222K <0.01% +4,432 Timeline NANR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,909 shares; 2024Q3: 3,909 shares; 2024Q4: 3,909 shares; 2025Q1: 3,909 shares; 2025Q2: 3,909 shares 3,909 $221K <0.01% 0 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,784 shares; 2024Q4: 13,769 shares; 2025Q1: 14,012 shares; 2025Q2: 14,171 shares 14,171 $221K <0.01% +159 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,382 shares; 2024Q2: 5,446 shares; 2024Q3: 6,114 shares; 2024Q4: 6,482 shares; 2025Q1: 7,225 shares; 2025Q2: 6,996 shares 6,996 $221K <0.01% -229 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,560 shares; 2025Q1: 3,672 shares; 2025Q2: 2,245 shares 2,245 $221K <0.01% -1,427 Timeline PFI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,900 shares; 2024Q2: 3,900 shares; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares 3,900 $221K <0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,142 shares; 2024Q2: 16,624 shares; 2024Q3: 11,451 shares; 2024Q4: 11,451 shares; 2025Q1: 8,255 shares; 2025Q2: 9,280 shares 9,280 $221K <0.01% +1,025 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,920 shares; 2024Q2: 22,356 shares; 2024Q3: 22,177 shares; 2024Q4: 18,274 shares; 2025Q1: 18,252 shares; 2025Q2: 18,231 shares 18,231 $221K <0.01% -21 Timeline EOS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,452 shares; 2024Q2: 9,308 shares; 2024Q3: 9,151 shares; 2024Q4: 9,087 shares; 2025Q1: 9,053 shares; 2025Q2: 9,115 shares 9,115 $221K <0.01% +62 Timeline PSC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 4,128 shares 4,128 $220K <0.01% +300 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,271 shares; 2024Q2: 13,376 shares; 2024Q3: 13,365 shares; 2024Q4: 14,216 shares; 2025Q1: 12,842 shares; 2025Q2: 10,561 shares 10,561 $219K <0.01% -2,281 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,127 shares; 2024Q2: 2,133 shares; 2024Q3: 2,247 shares; 2024Q4: 2,239 shares; 2025Q1: 2,589 shares; 2025Q2: 1,997 shares 1,997 $219K <0.01% -592 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,052 shares; 2024Q2: 923 shares; 2024Q3: 2,664 shares; 2024Q4: 2,270 shares; 2025Q1: 2,637 shares; 2025Q2: 2,221 shares 2,221 $219K <0.01% -416 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,291 shares; 2024Q3: 2,291 shares; 2024Q4: 2,512 shares; 2025Q1: 5,828 shares; 2025Q2: 5,828 shares 5,828 $218K <0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,208 shares; 2025Q2: 5,208 shares 5,208 $218K <0.01% +2,000 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,661 shares; 2024Q2: 4,339 shares; 2024Q3: 4,791 shares; 2024Q4: 4,878 shares; 2025Q1: 4,885 shares; 2025Q2: 3,406 shares 3,406 $218K <0.01% -1,479 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,746 shares; 2024Q2: 3,238 shares; 2024Q3: 3,213 shares; 2024Q4: 2,443 shares; 2025Q1: 1,285 shares; 2025Q2: 1,339 shares 1,339 $216K <0.01% +54 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares; 2024Q3: 7,711 shares; 2024Q4: 7,711 shares; 2025Q1: 7,711 shares; 2025Q2: 7,925 shares 7,925 $215K <0.01% +214 Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,885 shares; 2024Q2: 6,995 shares; 2024Q3: 6,995 shares; 2024Q4: 6,605 shares; 2025Q1: 6,576 shares; 2025Q2: 6,446 shares 6,446 $215K <0.01% -130 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,487 shares; 2025Q1: 1,491 shares; 2025Q2: 2,560 shares 2,560 $215K <0.01% +1,069 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,820 shares; 2024Q2: 4,771 shares; 2024Q3: 4,732 shares; 2024Q4: 6,977 shares; 2025Q1: 5,363 shares; 2025Q2: 5,328 shares 5,328 $215K <0.01% -35 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,528 shares; 2024Q2: 11,752 shares; 2024Q3: 11,790 shares; 2024Q4: 11,025 shares; 2025Q1: 10,984 shares; 2025Q2: 10,984 shares 10,984 $214K <0.01% 0 Timeline LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150,118 shares; 2024Q2: 150,118 shares; 2024Q3: 150,118 shares; 2024Q4: 150,118 shares; 2025Q1: 150,118 shares; 2025Q2: 150,118 shares 150,118 $213K <0.01% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,954 shares; 2024Q2: 3,032 shares; 2024Q3: 3,504 shares; 2024Q4: 3,317 shares; 2025Q1: 3,290 shares; 2025Q2: 4,052 shares 4,052 $213K <0.01% +762 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,517 shares; 2024Q2: 4,368 shares; 2024Q3: 4,328 shares; 2024Q4: 3,925 shares; 2025Q1: 3,921 shares; 2025Q2: 3,921 shares 3,921 $212K <0.01% 0 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,889 shares; 2024Q2: 18,390 shares; 2024Q3: 15,950 shares; 2024Q4: 15,976 shares; 2025Q1: 15,802 shares; 2025Q2: 15,466 shares 15,466 $211K <0.01% -336 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,950 shares; 2024Q2: 6,183 shares; 2024Q3: 6,319 shares; 2024Q4: 6,452 shares; 2025Q1: 5,095 shares; 2025Q2: 4,867 shares 4,867 $211K <0.01% -228 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,742 shares 2,742 $210K <0.01% new Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,848 shares; 2024Q2: 7,858 shares; 2024Q3: 7,864 shares; 2024Q4: 7,439 shares; 2025Q1: 7,278 shares; 2025Q2: 7,297 shares 7,297 $209K <0.01% +19 Timeline IVOO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,337 shares; 2024Q2: 2,546 shares; 2024Q3: 2,360 shares; 2024Q4: 2,342 shares; 2025Q1: 2,422 shares; 2025Q2: 1,984 shares 1,984 $208K <0.01% -438 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,380 shares; 2024Q2: 1,586 shares; 2024Q3: 1,575 shares; 2024Q4: 1,504 shares; 2025Q1: 1,502 shares; 2025Q2: 1,494 shares 1,494 $208K <0.01% -8 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 185 shares; 2024Q4: 222 shares; 2025Q1: 255 shares; 2025Q2: 5,661 shares 5,661 $208K <0.01% +5,406 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,416 shares; 2024Q2: 3,000 shares; 2024Q3: 2,032 shares; 2024Q4: 2,032 shares; 2025Q1: 1,935 shares; 2025Q2: 4,715 shares 4,715 $207K <0.01% +2,780 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,579 shares 9,579 $206K <0.01% new Timeline NABL N-ABLE INC More: the full row for N-ABLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,693 shares; 2024Q2: 25,586 shares; 2024Q3: 24,366 shares; 2024Q4: 27,940 shares; 2025Q1: 24,212 shares; 2025Q2: 25,462 shares 25,462 $206K <0.01% +1,250 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,332 shares; 2025Q2: 9,005 shares 9,005 $206K <0.01% -327 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 2,439 shares 2,439 $205K <0.01% +2,352 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,587 shares; 2024Q2: 8,584 shares; 2024Q3: 14,768 shares; 2024Q4: 14,768 shares; 2025Q1: 14,772 shares; 2025Q2: 13,820 shares 13,820 $205K <0.01% -952 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,824 shares; 2024Q2: 14,849 shares; 2024Q3: 14,054 shares; 2024Q4: 14,267 shares; 2025Q1: 13,944 shares; 2025Q2: 13,896 shares 13,896 $205K <0.01% -48 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,095 shares 7,095 $205K <0.01% new Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,646 shares; 2024Q2: 3,566 shares; 2024Q3: 3,560 shares; 2024Q4: 3,217 shares; 2025Q1: 3,211 shares; 2025Q2: 3,203 shares 3,203 $204K <0.01% -8 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,099 shares; 2024Q2: 7,348 shares; 2024Q3: 7,348 shares; 2024Q4: 7,336 shares; 2025Q1: 8,022 shares; 2025Q2: 7,871 shares 7,871 $204K <0.01% -151 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,782 shares; 2024Q2: 24,940 shares; 2024Q3: 26,528 shares; 2024Q4: 21,841 shares; 2025Q1: 13,200 shares; 2025Q2: 11,162 shares 11,162 $203K <0.01% -2,038 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,426 shares; 2024Q2: 4,125 shares; 2024Q3: 3,929 shares; 2024Q4: 3,924 shares; 2025Q1: 3,767 shares; 2025Q2: 3,395 shares 3,395 $202K <0.01% -372 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,842 shares; 2024Q2: 6,685 shares; 2024Q3: 6,245 shares; 2024Q4: 5,589 shares; 2025Q1: 5,585 shares; 2025Q2: 6,224 shares 6,224 $202K <0.01% +639 Timeline EVSM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares 4,034 $202K <0.01% new Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,037 shares; 2024Q2: 8,502 shares; 2024Q3: 7,922 shares; 2024Q4: 7,744 shares; 2025Q1: 7,523 shares; 2025Q2: 6,665 shares 6,665 $200K <0.01% -858 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,273 shares; 2024Q2: 11,523 shares; 2024Q3: 7,951 shares; 2024Q4: 7,951 shares; 2025Q1: 8,451 shares; 2025Q2: 8,314 shares 8,314 $200K <0.01% -137 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,964 shares; 2024Q2: 25,105 shares; 2024Q3: 38,411 shares; 2024Q4: 33,619 shares; 2025Q1: 33,619 shares; 2025Q2: 25,657 shares 25,657 $200K <0.01% -7,962 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,010 shares 13,010 $200K <0.01% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,702 shares; 2024Q2: 3,307 shares; 2024Q3: 3,337 shares; 2024Q4: 3,339 shares; 2025Q1: 4,139 shares; 2025Q2: 3,073 shares 3,073 $200K <0.01% -1,066 Timeline FEMB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,203 shares; 2024Q2: 25,881 shares; 2024Q3: 27,240 shares; 2024Q4: 21,923 shares; 2025Q1: 21,923 shares; 2025Q2: 6,915 shares 6,915 $200K <0.01% -15,008 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,886 shares; 2024Q2: 25,326 shares; 2024Q3: 27,468 shares; 2024Q4: 19,201 shares; 2025Q1: 18,242 shares; 2025Q2: 14,528 shares 14,528 $200K <0.01% -3,714 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,583 shares; 2024Q2: 7,673 shares; 2024Q3: 8,423 shares; 2024Q4: 7,468 shares; 2025Q1: 7,463 shares; 2025Q2: 7,463 shares 7,463 $199K <0.01% 0 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,817 shares; 2024Q2: 3,370 shares; 2024Q3: 3,289 shares; 2024Q4: 3,177 shares; 2025Q1: 3,159 shares; 2025Q2: 3,150 shares 3,150 $199K <0.01% -9 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,315 shares; 2024Q2: 2,315 shares; 2024Q3: 2,315 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,713 shares 4,713 $199K <0.01% +713 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,687 shares; 2024Q2: 45,890 shares; 2024Q3: 52,608 shares; 2024Q4: 44,186 shares; 2025Q1: 55,632 shares; 2025Q2: 55,632 shares 55,632 $199K <0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,979 shares; 2024Q2: 4,942 shares; 2024Q3: 4,316 shares; 2024Q4: 4,911 shares; 2025Q1: 4,511 shares; 2025Q2: 4,011 shares 4,011 $199K <0.01% -500 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 773 shares; 2025Q1: 6,663 shares; 2025Q2: 7,663 shares 7,663 $199K <0.01% +1,000 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,609 shares; 2024Q2: 7,517 shares; 2024Q3: 7,450 shares; 2024Q4: 6,648 shares; 2025Q1: 6,615 shares; 2025Q2: 6,615 shares 6,615 $199K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 4,373 shares; 2025Q2: 4,779 shares 4,779 $198K <0.01% +406 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,349 shares; 2024Q2: 16,099 shares; 2024Q3: 16,170 shares; 2024Q4: 14,068 shares; 2025Q1: 14,148 shares; 2025Q2: 10,112 shares 10,112 $198K <0.01% -4,036 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,984 shares; 2024Q2: 8,985 shares; 2024Q3: 6,480 shares; 2024Q4: 7,443 shares; 2025Q1: 7,295 shares; 2025Q2: 4,362 shares 4,362 $197K <0.01% -2,933 Timeline Vital Energy Inc Vital Energy Inc More: the full row for Vital Energy Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,492 shares; 2024Q2: 9,564 shares; 2024Q3: 12,066 shares; 2024Q4: 12,796 shares; 2025Q1: 12,318 shares; 2025Q2: 12,246 shares 12,246 $197K <0.01% -72 CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,621 shares; 2024Q2: 3,431 shares; 2024Q3: 3,431 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 929 shares 929 $197K <0.01% +85 Timeline PWZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,668 shares; 2024Q2: 6,668 shares; 2024Q3: 6,368 shares; 2024Q4: 8,395 shares; 2025Q1: 8,395 shares; 2025Q2: 8,395 shares 8,395 $196K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,987 shares; 2024Q2: 15,007 shares; 2024Q3: 14,938 shares; 2024Q4: 14,938 shares; 2025Q1: 14,938 shares; 2025Q2: 14,938 shares 14,938 $196K <0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,299 shares; 2024Q2: 34,211 shares; 2024Q3: 26,769 shares; 2024Q4: 20,819 shares; 2025Q1: 20,511 shares; 2025Q2: 22,511 shares 22,511 $196K <0.01% +2,000 Timeline DUSA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,572 shares; 2024Q2: 3,511 shares; 2024Q3: 3,094 shares; 2024Q4: 3,072 shares; 2025Q1: 3,027 shares; 2025Q2: 4,221 shares 4,221 $195K <0.01% +1,194 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,561 shares; 2024Q2: 6,902 shares; 2024Q3: 6,145 shares; 2024Q4: 6,117 shares; 2025Q1: 5,712 shares; 2025Q2: 5,839 shares 5,839 $195K <0.01% +127 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,509 shares; 2024Q2: 39,790 shares; 2024Q3: 36,212 shares; 2024Q4: 35,247 shares; 2025Q1: 34,252 shares; 2025Q2: 39,367 shares 39,367 $194K <0.01% +5,115 Timeline XIAEX VOYA ASIA PAC HIGH DIV EQT I More: the full row for VOYA ASIA PAC HIGH DIV EQT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,124 shares; 2024Q2: 27,223 shares; 2024Q3: 27,288 shares; 2024Q4: 27,357 shares; 2025Q1: 27,429 shares; 2025Q2: 27,501 shares 27,501 $194K <0.01% +72 Timeline FWONA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,862 shares; 2024Q2: 1,931 shares; 2024Q3: 1,993 shares; 2024Q4: 2,054 shares; 2025Q1: 2,115 shares; 2025Q2: 2,039 shares 2,039 $194K <0.01% -76 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,690 shares; 2024Q2: 2,677 shares; 2024Q3: 1,912 shares; 2024Q4: 4,076 shares; 2025Q1: 4,028 shares; 2025Q2: 17,679 shares 17,679 $192K <0.01% +13,651 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,210 shares; 2024Q2: 20,046 shares; 2024Q3: 19,054 shares; 2024Q4: 19,006 shares; 2025Q1: 18,133 shares; 2025Q2: 16,621 shares 16,621 $191K <0.01% -1,512 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,634 shares; 2024Q2: 12,678 shares; 2024Q3: 7,863 shares; 2024Q4: 7,907 shares; 2025Q1: 7,956 shares; 2025Q2: 8,003 shares 8,003 $191K <0.01% +47 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,975 shares; 2024Q2: 36,898 shares; 2024Q3: 36,791 shares; 2024Q4: 74,054 shares; 2025Q1: 79,136 shares; 2025Q2: 45,180 shares 45,180 $191K <0.01% -33,956 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,147 shares; 2024Q2: 3,121 shares; 2024Q3: 3,284 shares; 2024Q4: 3,243 shares; 2025Q1: 3,225 shares; 2025Q2: 3,225 shares 3,225 $190K <0.01% 0 Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,884 shares; 2024Q2: 11,312 shares; 2024Q3: 11,134 shares; 2024Q4: 10,793 shares; 2025Q1: 10,282 shares; 2025Q2: 12,709 shares 12,709 $189K <0.01% +2,427 Timeline FXG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,263 shares; 2024Q2: 2,263 shares; 2024Q3: 2,263 shares; 2024Q4: 2,263 shares; 2025Q1: 2,954 shares; 2025Q2: 2,980 shares 2,980 $189K <0.01% +26 Timeline RCUS ARCUS BIOSCIENCES INC More: the full row for ARCUS BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,399 shares; 2024Q2: 19,821 shares; 2024Q3: 18,603 shares; 2024Q4: 18,614 shares; 2025Q1: 23,298 shares; 2025Q2: 23,162 shares 23,162 $189K <0.01% -136 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,856 shares; 2024Q2: 3,940 shares; 2024Q3: 3,333 shares; 2024Q4: 5,043 shares; 2025Q1: 5,593 shares; 2025Q2: 3,952 shares 3,952 $188K <0.01% -1,641 Timeline INN SUMMIT HOTEL PPTYS More: the full row for SUMMIT HOTEL PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,310 shares; 2024Q2: 40,029 shares; 2024Q3: 39,814 shares; 2024Q4: 37,872 shares; 2025Q1: 37,523 shares; 2025Q2: 36,851 shares 36,851 $188K <0.01% -672 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,007 shares; 2024Q2: 24,724 shares; 2024Q3: 24,270 shares; 2024Q4: 16,265 shares; 2025Q1: 16,670 shares; 2025Q2: 16,658 shares 16,658 $187K <0.01% -12 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,990 shares; 2024Q2: 9,914 shares; 2024Q3: 9,890 shares; 2024Q4: 5,257 shares; 2025Q1: 5,085 shares; 2025Q2: 5,085 shares 5,085 $186K <0.01% 0 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2,217 shares; 2025Q2: 3,352 shares 3,352 $185K <0.01% +1,135 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,714 shares; 2024Q2: 2,709 shares; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,952 shares; 2025Q2: 2,362 shares 2,362 $185K <0.01% -590 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $185K <0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,013 shares; 2024Q2: 4,013 shares; 2024Q3: 3,691 shares; 2024Q4: 3,695 shares; 2025Q1: 3,262 shares; 2025Q2: 2,970 shares 2,970 $183K <0.01% -292 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,203 shares; 2024Q2: 2,061 shares; 2024Q3: 2,724 shares; 2024Q4: 2,808 shares; 2025Q1: 2,814 shares; 2025Q2: 2,817 shares 2,817 $183K <0.01% +3 Timeline CEVA CEVA INC More: the full row for CEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,013 shares; 2024Q2: 8,882 shares; 2024Q3: 8,970 shares; 2024Q4: 8,528 shares; 2025Q1: 8,361 shares; 2025Q2: 8,296 shares 8,296 $182K <0.01% -65 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,190 shares; 2024Q2: 9,661 shares; 2024Q3: 9,372 shares; 2024Q4: 5,064 shares; 2025Q1: 5,471 shares; 2025Q2: 5,255 shares 5,255 $182K <0.01% -216 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,406 shares; 2024Q2: 3,932 shares; 2024Q3: 4,688 shares; 2024Q4: 4,730 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares 3,080 $182K <0.01% 0 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,797 shares; 2024Q2: 3,763 shares; 2024Q3: 3,763 shares; 2024Q4: 3,763 shares; 2025Q1: 3,763 shares; 2025Q2: 3,763 shares 3,763 $182K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,214 shares; 2025Q1: 7,336 shares; 2025Q2: 7,030 shares 7,030 $182K <0.01% -306 Timeline MDIV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,152 shares; 2024Q2: 17,472 shares; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 11,394 shares; 2025Q2: 11,394 shares 11,394 $180K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,514 shares; 2024Q2: 2,314 shares; 2024Q3: 2,588 shares; 2024Q4: 2,498 shares; 2025Q1: 3,405 shares; 2025Q2: 3,271 shares 3,271 $179K <0.01% -134 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,118 shares; 2024Q2: 8,163 shares; 2024Q3: 7,800 shares; 2024Q4: 7,059 shares; 2025Q1: 7,091 shares; 2025Q2: 7,015 shares 7,015 $179K <0.01% -76 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,670 shares; 2024Q2: 21,585 shares; 2024Q3: 19,723 shares; 2024Q4: 15,921 shares; 2025Q1: 10,889 shares; 2025Q2: 8,467 shares 8,467 $179K <0.01% -2,422 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,966 shares; 2024Q2: 15,095 shares; 2024Q3: 13,837 shares; 2024Q4: 14,142 shares; 2025Q1: 12,513 shares; 2025Q2: 12,208 shares 12,208 $179K <0.01% -305 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,835 shares; 2024Q2: 5,135 shares; 2024Q3: 5,033 shares; 2024Q4: 5,033 shares; 2025Q1: 5,033 shares; 2025Q2: 5,033 shares 5,033 $178K <0.01% 0 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,535 shares; 2024Q2: 13,158 shares; 2024Q3: 13,143 shares; 2024Q4: 12,488 shares; 2025Q1: 12,624 shares; 2025Q2: 12,808 shares 12,808 $178K <0.01% +184 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,083 shares; 2024Q2: 1,420 shares; 2024Q3: 1,483 shares; 2024Q4: 1,854 shares; 2025Q1: 2,423 shares; 2025Q2: 3,797 shares 3,797 $178K <0.01% +1,374 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 787 shares; 2024Q2: 622 shares; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 7,747 shares; 2025Q2: 7,859 shares 7,859 $176K <0.01% +112 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,158 shares 7,158 $176K <0.01% new Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,399 shares; 2024Q2: 14,161 shares; 2024Q3: 13,831 shares; 2024Q4: 13,831 shares; 2025Q1: 13,886 shares; 2025Q2: 13,886 shares 13,886 $176K <0.01% 0 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,187 shares; 2024Q2: 3,937 shares; 2024Q3: 3,937 shares; 2024Q4: 4,454 shares; 2025Q1: 4,807 shares; 2025Q2: 4,807 shares 4,807 $175K <0.01% 0 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,669 shares; 2024Q2: 1,676 shares; 2024Q3: 3,022 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,365 shares 3,365 $175K <0.01% +343 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,175 shares; 2024Q2: 5,424 shares; 2024Q3: 5,424 shares; 2024Q4: 5,424 shares; 2025Q1: 5,424 shares; 2025Q2: 5,424 shares 5,424 $175K <0.01% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 1,602 shares 1,602 $174K <0.01% -248 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 745 shares; 2024Q3: 1,022 shares; 2024Q4: 1,506 shares; 2025Q1: 6,434 shares; 2025Q2: 4,737 shares 4,737 $174K <0.01% -1,697 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,874 shares; 2024Q2: 76,894 shares; 2024Q3: 74,194 shares; 2024Q4: 74,820 shares; 2025Q1: 28,132 shares; 2025Q2: 30,372 shares 30,372 $174K <0.01% +2,240 Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,725 shares; 2024Q2: 13,857 shares; 2024Q3: 13,813 shares; 2024Q4: 12,356 shares; 2025Q1: 9,020 shares; 2025Q2: 9,175 shares 9,175 $174K <0.01% +155 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,708 shares; 2024Q3: 3,678 shares; 2024Q4: 3,678 shares; 2025Q1: 4,384 shares; 2025Q2: 4,031 shares 4,031 $174K <0.01% -353 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,849 shares; 2024Q2: 2,657 shares; 2024Q3: 2,630 shares; 2024Q4: 2,592 shares; 2025Q1: 2,479 shares; 2025Q2: 2,171 shares 2,171 $173K <0.01% -308 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,256 shares; 2024Q2: 2,030 shares; 2024Q3: 2,089 shares; 2024Q4: 1,831 shares; 2025Q1: 1,772 shares; 2025Q2: 1,762 shares 1,762 $173K <0.01% -10 Timeline FAN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,803 shares; 2024Q2: 11,821 shares; 2024Q3: 11,827 shares; 2024Q4: 11,831 shares; 2025Q1: 11,834 shares; 2025Q2: 9,457 shares 9,457 $172K <0.01% -2,377 Timeline GSST 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,615 shares; 2024Q2: 3,730 shares; 2024Q3: 3,660 shares; 2024Q4: 3,854 shares; 2025Q1: 4,363 shares; 2025Q2: 3,389 shares 3,389 $171K <0.01% -974 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,675 shares; 2025Q1: 1,440 shares; 2025Q2: 8,228 shares 8,228 $171K <0.01% +6,788 Timeline MYGN MYRIAD GENETICS INC More: the full row for MYRIAD GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 79,983 shares; 2024Q2: 71,334 shares; 2024Q3: 35,272 shares; 2024Q4: 32,747 shares; 2025Q1: 32,642 shares; 2025Q2: 32,219 shares 32,219 $171K <0.01% -423 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,560 shares; 2024Q2: 3,551 shares; 2024Q3: 2,384 shares; 2024Q4: 4,664 shares; 2025Q1: 4,657 shares; 2025Q2: 4,388 shares 4,388 $171K <0.01% -269 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,860 shares; 2024Q2: 9,370 shares; 2024Q3: 8,844 shares; 2024Q4: 8,804 shares; 2025Q1: 8,557 shares; 2025Q2: 8,128 shares 8,128 $171K <0.01% -429 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,465 shares; 2024Q2: 3,551 shares; 2024Q3: 2,787 shares; 2024Q4: 4,375 shares; 2025Q1: 2,568 shares; 2025Q2: 2,420 shares 2,420 $170K <0.01% -148 Timeline XNCR XENCOR INC More: the full row for XENCOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,939 shares; 2024Q2: 19,366 shares; 2024Q3: 18,308 shares; 2024Q4: 20,527 shares; 2025Q1: 20,727 shares; 2025Q2: 21,607 shares 21,607 $170K <0.01% +880 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 961 shares; 2024Q2: 961 shares; 2024Q3: 961 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 3,524 shares 3,524 $170K <0.01% +2,563 Timeline FLQL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 955 shares; 2024Q2: 986 shares; 2024Q3: 2,150 shares; 2024Q4: 2,149 shares; 2025Q1: 2,215 shares; 2025Q2: 2,687 shares 2,687 $170K <0.01% +472 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,012 shares; 2024Q2: 18,678 shares; 2024Q3: 17,893 shares; 2024Q4: 17,091 shares; 2025Q1: 16,391 shares; 2025Q2: 16,351 shares 16,351 $168K <0.01% -40 Timeline GTEK 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,060 shares; 2024Q2: 5,060 shares; 2024Q3: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: 4,641 shares; 2025Q2: 4,641 shares 4,641 $167K <0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,470 shares; 2024Q2: 1,378 shares; 2024Q3: 2,460 shares; 2024Q4: 2,229 shares; 2025Q1: 2,294 shares; 2025Q2: 1,779 shares 1,779 $167K <0.01% -515 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,418 shares; 2024Q4: 4,401 shares; 2025Q1: 3,955 shares; 2025Q2: 5,214 shares 5,214 $167K <0.01% +1,259 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,896 shares; 2024Q2: 2,809 shares; 2024Q3: 2,730 shares; 2024Q4: 1,438 shares; 2025Q1: 4,713 shares; 2025Q2: 3,808 shares 3,808 $167K <0.01% -905 Timeline THRY THRYV HLDGS INC More: the full row for THRYV HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,843 shares; 2024Q2: 11,486 shares; 2024Q3: 11,568 shares; 2024Q4: 13,711 shares; 2025Q1: 13,711 shares; 2025Q2: 13,700 shares 13,700 $167K <0.01% -11 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,800 shares; 2024Q2: 3,800 shares; 2024Q3: 3,930 shares; 2024Q4: 3,800 shares; 2025Q1: 4,350 shares; 2025Q2: 4,484 shares 4,484 $166K <0.01% +134 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 51,600 shares; 2024Q2: 39,631 shares; 2024Q3: 35,028 shares; 2024Q4: 85,664 shares; 2025Q1: 34,791 shares; 2025Q2: 31,339 shares 31,339 $166K <0.01% -3,452 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,028 shares; 2024Q2: 7,848 shares; 2024Q3: 7,969 shares; 2024Q4: 10,126 shares; 2025Q1: 10,805 shares; 2025Q2: 10,914 shares 10,914 $165K <0.01% +109 Timeline HZO MARINEMAX INC More: the full row for MARINEMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,309 shares; 2024Q2: 7,387 shares; 2024Q3: 6,937 shares; 2024Q4: 6,866 shares; 2025Q1: 6,872 shares; 2025Q2: 6,563 shares 6,563 $165K <0.01% -309 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,009 shares; 2024Q2: 1,009 shares; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares 1,009 $165K <0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,353 shares; 2024Q2: 23,415 shares; 2024Q3: 23,506 shares; 2024Q4: 20,723 shares; 2025Q1: 18,471 shares; 2025Q2: 18,971 shares 18,971 $164K <0.01% +500 Timeline PAL PROFICIENT AUTO LOGISTICS IN More: the full row for PROFICIENT AUTO LOGISTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43,744 shares; 2024Q4: 43,185 shares; 2025Q1: 22,103 shares; 2025Q2: 22,584 shares 22,584 $164K <0.01% +481 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 38,339 shares; 2024Q2: 40,250 shares; 2024Q3: 41,633 shares; 2024Q4: 41,633 shares; 2025Q1: 43,182 shares; 2025Q2: 43,121 shares 43,121 $164K <0.01% -61 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,903 shares; 2024Q2: 18,903 shares; 2024Q3: 18,903 shares; 2024Q4: 18,903 shares; 2025Q1: 18,903 shares; 2025Q2: 18,903 shares 18,903 $164K <0.01% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 802 shares; 2024Q2: 753 shares; 2024Q3: 736 shares; 2024Q4: 1,335 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares 1,324 $164K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 35,703 shares; 2024Q3: 2,333 shares; 2024Q4: 2,481 shares; 2025Q1: 4,049 shares; 2025Q2: 4,238 shares 4,238 $163K <0.01% +189 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,741 shares; 2024Q2: 10,474 shares; 2024Q3: 10,900 shares; 2024Q4: 10,884 shares; 2025Q1: 10,865 shares; 2025Q2: 8,216 shares 8,216 $163K <0.01% -2,649 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,800 shares; 2024Q4: 3,293 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares 3,293 $163K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,000 shares; 2024Q2: 25,341 shares; 2024Q3: 25,341 shares; 2024Q4: 25,883 shares; 2025Q1: 50,883 shares; 2025Q2: 51,051 shares 51,051 $162K <0.01% +168 Timeline VREX VAREX IMAGING CORP More: the full row for VAREX IMAGING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,586 shares; 2024Q2: 36,316 shares; 2024Q3: 33,554 shares; 2024Q4: 46,924 shares; 2025Q1: 18,628 shares; 2025Q2: 18,637 shares 18,637 $162K <0.01% +9 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,399 shares; 2024Q2: 3,872 shares; 2024Q3: 3,871 shares; 2024Q4: 3,869 shares; 2025Q1: 4,405 shares; 2025Q2: 3,599 shares 3,599 $161K <0.01% -806 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67,843 shares; 2024Q2: 67,814 shares; 2024Q3: 11,851 shares; 2024Q4: 9,603 shares; 2025Q1: 9,381 shares; 2025Q2: 8,631 shares 8,631 $159K <0.01% -750 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,123 shares; 2024Q2: 31,376 shares; 2024Q3: 31,081 shares; 2024Q4: 3,128 shares; 2025Q1: 2,821 shares; 2025Q2: 3,123 shares 3,123 $159K <0.01% +302 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,603 shares; 2024Q2: 2,119 shares; 2024Q3: 804 shares; 2024Q4: 6,832 shares; 2025Q1: 7,017 shares; 2025Q2: 3,916 shares 3,916 $158K <0.01% -3,101 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 5,626 shares 5,626 $158K <0.01% +1,336 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70,590 shares; 2024Q2: 68,424 shares; 2024Q3: 68,899 shares; 2024Q4: 78,458 shares; 2025Q1: 78,328 shares; 2025Q2: 29,246 shares 29,246 $158K <0.01% -49,082 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,553 shares; 2024Q2: 5,510 shares; 2024Q3: 5,994 shares; 2024Q4: 4,240 shares; 2025Q1: 4,121 shares; 2025Q2: 4,076 shares 4,076 $157K <0.01% -45 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,341 shares; 2024Q2: 19,325 shares; 2024Q3: 17,671 shares; 2024Q4: 14,306 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares 3,472 $156K <0.01% 0 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157 shares; 2024Q2: 2,437 shares; 2024Q3: 2,532 shares; 2024Q4: 5,262 shares; 2025Q1: 5,562 shares; 2025Q2: 5,548 shares 5,548 $156K <0.01% -14 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,519 shares; 2024Q4: 4,519 shares; 2025Q1: 4,519 shares; 2025Q2: 4,519 shares 4,519 $156K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,043 shares; 2024Q2: 2,043 shares; 2024Q3: 2,804 shares; 2024Q4: 3,546 shares; 2025Q1: 3,000 shares; 2025Q2: 6,428 shares 6,428 $156K <0.01% +3,428 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,174 shares; 2024Q2: 4,149 shares; 2024Q3: 3,149 shares; 2024Q4: 3,124 shares; 2025Q1: 2,934 shares; 2025Q2: 2,884 shares 2,884 $156K <0.01% -50 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,461 shares; 2024Q2: 3,873 shares; 2024Q3: 3,854 shares; 2024Q4: 3,844 shares; 2025Q1: 3,680 shares; 2025Q2: 3,630 shares 3,630 $155K <0.01% -50 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,569 shares; 2024Q2: 1,569 shares; 2024Q3: 4,358 shares; 2024Q4: 4,116 shares; 2025Q1: 4,116 shares; 2025Q2: 4,038 shares 4,038 $155K <0.01% -78 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,383 shares; 2024Q2: 20,394 shares; 2024Q3: 12,300 shares; 2024Q4: 10,185 shares; 2025Q1: 10,125 shares; 2025Q2: 10,373 shares 10,373 $154K <0.01% +248 Timeline PCY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,785 shares; 2024Q2: 10,187 shares; 2024Q3: 9,239 shares; 2024Q4: 10,202 shares; 2025Q1: 8,279 shares; 2025Q2: 7,526 shares 7,526 $154K <0.01% -753 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,771 shares; 2024Q2: 6,771 shares; 2024Q3: 6,771 shares; 2024Q4: 6,771 shares; 2025Q1: 6,771 shares; 2025Q2: 7,620 shares 7,620 $154K <0.01% +849 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,573 shares; 2024Q2: 22,936 shares; 2024Q3: 22,960 shares; 2024Q4: 28,970 shares; 2025Q1: 29,151 shares; 2025Q2: 29,671 shares 29,671 $152K <0.01% +520 Timeline FXD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,552 shares; 2024Q2: 6,331 shares; 2024Q3: 3,014 shares; 2024Q4: 2,673 shares; 2025Q1: 2,885 shares; 2025Q2: 2,394 shares 2,394 $152K <0.01% -491 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,236 shares; 2024Q2: 11,236 shares; 2024Q3: 11,236 shares; 2024Q4: 12,257 shares; 2025Q1: 11,236 shares; 2025Q2: 10,902 shares 10,902 $151K <0.01% -334 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,135 shares; 2024Q2: 13,039 shares; 2024Q3: 1,202 shares; 2024Q4: 1,157 shares; 2025Q1: 3,973 shares; 2025Q2: 3,683 shares 3,683 $151K <0.01% -290 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831 shares 831 $151K <0.01% new Timeline UYLD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 134 shares; 2025Q2: 2,937 shares 2,937 $150K <0.01% +2,803 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,353 shares; 2024Q2: 5,353 shares; 2024Q3: 9,198 shares; 2024Q4: 9,198 shares; 2025Q1: 5,889 shares; 2025Q2: 5,889 shares 5,889 $150K <0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,433 shares; 2024Q2: 3,652 shares; 2024Q3: 3,652 shares; 2024Q4: 3,892 shares; 2025Q1: 4,111 shares; 2025Q2: 2,770 shares 2,770 $149K <0.01% -1,341 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 1,588 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 1,588 shares 1,588 $149K <0.01% 0 Timeline FLGV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 8,764 shares; 2024Q3: 7,174 shares; 2024Q4: 7,013 shares; 2025Q1: 7,013 shares; 2025Q2: 7,259 shares 7,259 $149K <0.01% +246 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,048 shares; 2024Q2: 2,288 shares; 2024Q3: 2,904 shares; 2024Q4: 2,739 shares; 2025Q1: 1,986 shares; 2025Q2: 3,075 shares 3,075 $149K <0.01% +1,089 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,100 shares; 2024Q2: 1,079 shares; 2024Q3: 971 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 971 shares 971 $149K <0.01% 0 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,672 shares; 2024Q2: 18,771 shares; 2024Q3: 13,870 shares; 2024Q4: 14,030 shares; 2025Q1: 14,139 shares; 2025Q2: 11,194 shares 11,194 $148K <0.01% -2,945 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,852 shares; 2024Q2: 2,880 shares; 2024Q3: 3,787 shares; 2024Q4: 3,717 shares; 2025Q1: 3,637 shares; 2025Q2: 2,905 shares 2,905 $148K <0.01% -732 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90,000 shares; 2024Q2: 90,000 shares; 2024Q3: 90,000 shares; 2024Q4: 106,369 shares; 2025Q1: 112,000 shares; 2025Q2: 112,000 shares 112,000 $148K <0.01% 0 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,831 shares; 2024Q2: 15,892 shares; 2024Q3: 16,000 shares; 2024Q4: 15,999 shares; 2025Q1: 15,654 shares; 2025Q2: 15,636 shares 15,636 $147K <0.01% -18 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 342 shares; 2024Q2: 317 shares; 2024Q3: 1,111 shares; 2024Q4: 1,172 shares; 2025Q1: 1,419 shares; 2025Q2: 1,706 shares 1,706 $147K <0.01% +287 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,893 shares; 2024Q4: 31,662 shares; 2025Q1: 38,662 shares; 2025Q2: 38,662 shares 38,662 $147K <0.01% 0 ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,152 shares; 2024Q2: 6,152 shares; 2024Q3: 6,152 shares; 2024Q4: 5,602 shares; 2025Q1: 5,602 shares; 2025Q2: 5,413 shares 5,413 $147K <0.01% -189 Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,009 shares 6,009 $147K <0.01% new Timeline MYMI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,021 shares 6,021 $147K <0.01% new Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $147K <0.01% 0 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares 11,000 $147K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,350 shares; 2024Q2: 1,345 shares; 2024Q3: 1,503 shares; 2024Q4: 3,270 shares; 2025Q1: 5,345 shares; 2025Q2: 4,985 shares 4,985 $146K <0.01% -360 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,893 shares; 2024Q2: 8,893 shares; 2024Q3: 9,052 shares; 2024Q4: 9,052 shares; 2025Q1: 9,052 shares; 2025Q2: 3,802 shares 3,802 $146K <0.01% -5,250 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,113 shares; 2024Q2: 14,531 shares; 2024Q3: 10,812 shares; 2024Q4: 5,862 shares; 2025Q1: 5,841 shares; 2025Q2: 9,733 shares 9,733 $145K <0.01% +3,892 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,674 shares; 2024Q2: 1,656 shares; 2024Q3: 1,605 shares; 2024Q4: 1,634 shares; 2025Q1: 1,678 shares; 2025Q2: 1,713 shares 1,713 $145K <0.01% +35 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,580 shares; 2024Q2: 473 shares; 2024Q3: 473 shares; 2024Q4: 5,547 shares; 2025Q1: 5,547 shares; 2025Q2: 5,547 shares 5,547 $145K <0.01% 0 Timeline CVSB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,053 shares; 2025Q1: 3,172 shares; 2025Q2: 2,860 shares 2,860 $145K <0.01% -312 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,295 shares; 2024Q2: 3,371 shares; 2024Q3: 3,385 shares; 2024Q4: 3,385 shares; 2025Q1: 3,475 shares; 2025Q2: 3,475 shares 3,475 $145K <0.01% 0 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,469 shares; 2024Q2: 9,731 shares; 2024Q3: 10,145 shares; 2024Q4: 10,220 shares; 2025Q1: 10,145 shares; 2025Q2: 10,145 shares 10,145 $145K <0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,462 shares; 2024Q2: 2,468 shares; 2024Q3: 3,660 shares; 2024Q4: 3,670 shares; 2025Q1: 3,677 shares; 2025Q2: 3,496 shares 3,496 $144K <0.01% -181 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,659 shares; 2025Q2: 3,659 shares 3,659 $144K <0.01% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,752 shares; 2024Q2: 27,752 shares; 2024Q3: 26,427 shares; 2024Q4: 28,067 shares; 2025Q1: 27,512 shares; 2025Q2: 11,757 shares 11,757 $144K <0.01% -15,755 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,387 shares; 2024Q2: 3,417 shares; 2024Q3: 3,444 shares; 2024Q4: 4,679 shares; 2025Q1: 7,047 shares; 2025Q2: 7,123 shares 7,123 $143K <0.01% +76 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,749 shares; 2024Q2: 11,698 shares; 2024Q3: 11,820 shares; 2024Q4: 4,931 shares; 2025Q1: 6,754 shares; 2025Q2: 6,795 shares 6,795 $143K <0.01% +41 Timeline CAL CALERES INC More: the full row for CALERES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,524 shares; 2024Q2: 12,832 shares; 2024Q3: 12,835 shares; 2024Q4: 12,761 shares; 2025Q1: 12,247 shares; 2025Q2: 11,654 shares 11,654 $142K <0.01% -593 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 325 shares; 2024Q3: 1,209 shares; 2024Q4: 859 shares; 2025Q1: not reported; 2025Q2: 2,943 shares 2,943 $142K <0.01% new Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,920 shares; 2024Q2: 15,015 shares; 2024Q3: 14,767 shares; 2024Q4: 14,766 shares; 2025Q1: 15,266 shares; 2025Q2: 15,032 shares 15,032 $142K <0.01% -234 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 868 shares; 2024Q2: 1,233 shares; 2024Q3: 1,296 shares; 2024Q4: 1,095 shares; 2025Q1: 951 shares; 2025Q2: 1,030 shares 1,030 $142K <0.01% +79 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,764 shares; 2024Q2: 1,690 shares; 2024Q3: 1,266 shares; 2024Q4: 1,261 shares; 2025Q1: 1,223 shares; 2025Q2: 1,276 shares 1,276 $141K <0.01% +53 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,298 shares; 2024Q2: 1,295 shares; 2024Q3: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,286 shares; 2025Q2: 1,262 shares 1,262 $141K <0.01% -24 Timeline NUVEEN PREFERRED & INCO… NUVEEN PREFERRED & INCOME More: the full row for NUVEEN PREFERRED & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,790 shares; 2024Q2: 6,790 shares; 2024Q3: 6,790 shares; 2024Q4: 6,790 shares; 2025Q1: 6,790 shares; 2025Q2: 6,790 shares 6,790 $141K <0.01% 0 NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,262 shares; 2024Q2: 15,786 shares; 2024Q3: 15,885 shares; 2024Q4: 15,841 shares; 2025Q1: 16,637 shares; 2025Q2: 16,577 shares 16,577 $141K <0.01% -60 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99 shares; 2024Q2: 99 shares; 2024Q3: 596 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 2,813 shares 2,813 $141K <0.01% +2,085 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,209 shares; 2024Q2: 10,595 shares; 2024Q3: 10,276 shares; 2024Q4: 10,646 shares; 2025Q1: 6,383 shares; 2025Q2: 6,383 shares 6,383 $141K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,188 shares; 2024Q2: 3,107 shares; 2024Q3: 3,107 shares; 2024Q4: 3,107 shares; 2025Q1: 3,107 shares; 2025Q2: 3,107 shares 3,107 $141K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,770 shares; 2024Q2: 6,603 shares; 2024Q3: 6,399 shares; 2024Q4: 7,504 shares; 2025Q1: 7,535 shares; 2025Q2: 9,072 shares 9,072 $141K <0.01% +1,537 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 255 shares; 2024Q2: 54 shares; 2024Q3: 74,797 shares; 2024Q4: 82,281 shares; 2025Q1: 26,330 shares; 2025Q2: 23,767 shares 23,767 $140K <0.01% -2,563 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 38,814 shares; 2024Q2: 38,749 shares; 2024Q3: 37,743 shares; 2024Q4: 37,839 shares; 2025Q1: 38,096 shares; 2025Q2: 16,530 shares 16,530 $140K <0.01% -21,566 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 12,384 shares; 2024Q3: 8,001 shares; 2024Q4: 8,259 shares; 2025Q1: 8,530 shares; 2025Q2: 8,560 shares 8,560 $140K <0.01% +30 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,175 shares; 2024Q2: 29,247 shares; 2024Q3: 35,467 shares; 2024Q4: 35,901 shares; 2025Q1: 5,955 shares; 2025Q2: 5,994 shares 5,994 $140K <0.01% +39 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,004 shares; 2024Q2: 2,150 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 3,153 shares; 2025Q2: 2,912 shares 2,912 $140K <0.01% -241 Timeline XMAR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,643 shares; 2024Q2: 3,643 shares; 2024Q3: 3,643 shares; 2024Q4: 3,643 shares; 2025Q1: 3,643 shares; 2025Q2: 3,643 shares 3,643 $140K <0.01% 0 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,182 shares; 2024Q2: 2,182 shares; 2024Q3: 2,182 shares; 2024Q4: 2,182 shares; 2025Q1: 2,182 shares; 2025Q2: 2,182 shares 2,182 $139K <0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,462 shares; 2024Q2: 1,983 shares; 2024Q3: 2,004 shares; 2024Q4: 2,466 shares; 2025Q1: 2,360 shares; 2025Q2: 2,122 shares 2,122 $139K <0.01% -238 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,863 shares; 2024Q2: 17,677 shares; 2024Q3: 16,165 shares; 2024Q4: 16,172 shares; 2025Q1: 14,015 shares; 2025Q2: 14,015 shares 14,015 $139K <0.01% 0 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 201 shares; 2024Q2: 325 shares; 2024Q3: 336 shares; 2024Q4: 322 shares; 2025Q1: 319 shares; 2025Q2: 367 shares 367 $138K <0.01% +48 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 3,061 shares; 2025Q1: 2,057 shares; 2025Q2: 2,398 shares 2,398 $137K <0.01% +341 Timeline LGHT SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,391 shares; 2024Q2: 13,128 shares; 2024Q3: 13,128 shares; 2024Q4: 13,128 shares; 2025Q1: 13,128 shares; 2025Q2: 13,128 shares 13,128 $137K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,700 shares; 2024Q2: 1,691 shares; 2024Q3: 1,691 shares; 2024Q4: 1,691 shares; 2025Q1: 573 shares; 2025Q2: 2,528 shares 2,528 $136K <0.01% +1,955 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,057 shares; 2024Q2: 10,122 shares; 2024Q3: 9,367 shares; 2024Q4: 8,067 shares; 2025Q1: 8,082 shares; 2025Q2: 9,314 shares 9,314 $136K <0.01% +1,232 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,011 shares; 2024Q2: 18,462 shares; 2024Q3: 16,655 shares; 2024Q4: 16,333 shares; 2025Q1: 14,889 shares; 2025Q2: 15,724 shares 15,724 $136K <0.01% +835 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,441 shares; 2024Q2: 1,635 shares; 2024Q3: 1,916 shares; 2024Q4: 1,884 shares; 2025Q1: 2,288 shares; 2025Q2: 2,262 shares 2,262 $135K <0.01% -26 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,492 shares; 2024Q2: 27,947 shares; 2024Q3: 27,547 shares; 2024Q4: 27,755 shares; 2025Q1: 27,314 shares; 2025Q2: 26,782 shares 26,782 $135K <0.01% -532 Timeline GUESS? INC GUESS? INC More: the full row for GUESS? INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,886 shares; 2024Q2: 24,498 shares; 2024Q3: 30,054 shares; 2024Q4: 31,906 shares; 2025Q1: 11,453 shares; 2025Q2: 11,107 shares 11,107 $134K <0.01% -346 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,537 shares; 2024Q2: 1,781 shares; 2024Q3: 1,588 shares; 2024Q4: 1,646 shares; 2025Q1: 1,623 shares; 2025Q2: 1,649 shares 1,649 $134K <0.01% +26 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 201,851 shares; 2024Q2: 4,119 shares; 2024Q3: 3,153 shares; 2024Q4: 2,981 shares; 2025Q1: 3,627 shares; 2025Q2: 5,067 shares 5,067 $133K <0.01% +1,440 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 695 shares; 2025Q1: 862 shares; 2025Q2: 951 shares 951 $133K <0.01% +89 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,500 shares; 2024Q2: 4,500 shares; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares 4,500 $132K <0.01% 0 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,500 shares; 2024Q2: 14,500 shares; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares 12,500 $132K <0.01% 0 Timeline