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; 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; 2025Q3: 16,809 shares 16,809 $393K <0.01% +513 Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21,211 shares; 2024Q2: 19,180 shares; 2024Q3: 233 shares; 2024Q4: 1,171 shares; 2025Q1: 1,168 shares; 2025Q2: not reported; 2025Q3: 32,228 shares 32,228 $393K <0.01% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31 shares; 2024Q2: 12,522 shares; 2024Q3: 25,049 shares; 2024Q4: 25,583 shares; 2025Q1: 20,914 shares; 2025Q2: 21,534 shares; 2025Q3: 24,098 shares 24,098 $393K <0.01% +2,564 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,979 shares; 2025Q1: 22,897 shares; 2025Q2: 17,758 shares; 2025Q3: 15,886 shares 15,886 $392K <0.01% -1,872 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 143,009 shares; 2024Q2: 129,218 shares; 2024Q3: 109,540 shares; 2024Q4: 107,490 shares; 2025Q1: 105,571 shares; 2025Q2: 102,272 shares; 2025Q3: 79,599 shares 79,599 $392K <0.01% -22,673 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; 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; 2025Q3: 5,675 shares 5,675 $391K <0.01% 0 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,975 shares; 2024Q2: 9,400 shares; 2024Q3: 9,708 shares; 2024Q4: 10,081 shares; 2025Q1: 9,833 shares; 2025Q2: 9,559 shares; 2025Q3: 9,559 shares 9,559 $389K <0.01% 0 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; 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; 2025Q3: 6,425 shares 6,425 $387K <0.01% +96 Timeline JMTG 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,539 shares 7,539 $384K <0.01% new 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; 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; 2025Q3: 2,860 shares 2,860 $384K <0.01% -87 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,575 shares 14,575 $383K <0.01% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 10,953 shares; 2025Q2: 10,752 shares; 2025Q3: 10,608 shares 10,608 $383K <0.01% -144 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,370 shares; 2024Q2: 17,185 shares; 2024Q3: 16,694 shares; 2024Q4: 16,254 shares; 2025Q1: 15,911 shares; 2025Q2: 15,387 shares; 2025Q3: 12,580 shares 12,580 $382K <0.01% -2,807 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; 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; 2025Q3: 11,128 shares 11,128 $382K <0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,566 shares 2,566 $380K <0.01% +83 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,686 shares; 2024Q2: 7,965 shares; 2024Q3: 7,033 shares; 2024Q4: 8,345 shares; 2025Q1: 10,077 shares; 2025Q2: 6,689 shares; 2025Q3: 6,303 shares 6,303 $379K <0.01% -386 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,552 shares; 2024Q2: 2,568 shares; 2024Q3: 2,424 shares; 2024Q4: 2,380 shares; 2025Q1: 2,402 shares; 2025Q2: 2,440 shares; 2025Q3: 2,245 shares 2,245 $377K <0.01% -195 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; 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; 2025Q3: 9,954 shares 9,954 $376K <0.01% -163 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; 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; 2025Q3: 2,211 shares 2,211 $374K <0.01% +14 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; 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; 2025Q3: 17,209 shares 17,209 $374K <0.01% +257 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 7,340 shares; 2025Q2: 7,486 shares; 2025Q3: 7,340 shares 7,340 $373K <0.01% -146 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,332 shares; 2025Q2: 9,005 shares; 2025Q3: 16,875 shares 16,875 $373K <0.01% +7,870 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 68,968 shares; 2024Q2: 62,662 shares; 2024Q3: 58,308 shares; 2024Q4: 52,437 shares; 2025Q1: 52,914 shares; 2025Q2: 51,923 shares; 2025Q3: 41,750 shares 41,750 $371K <0.01% -10,173 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; 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; 2025Q3: 16,450 shares 16,450 $370K <0.01% +6 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; 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; 2025Q3: 55,000 shares 55,000 $369K <0.01% 0 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; 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; 2025Q3: 34,485 shares 34,485 $369K <0.01% -4,983 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; 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; 2025Q3: 30,612 shares 30,612 $368K <0.01% +7,462 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; 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; 2025Q3: 8,162 shares 8,162 $367K <0.01% +1,743 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; 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; 2025Q3: 17,249 shares 17,249 $367K <0.01% -745 Timeline ALEX ALEXANDER & BALDWIN INC More: the full row for ALEXANDER & BALDWIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 39,750 shares; 2024Q2: 36,376 shares; 2024Q3: 35,690 shares; 2024Q4: 34,655 shares; 2025Q1: 33,375 shares; 2025Q2: 32,219 shares; 2025Q3: 20,115 shares 20,115 $366K <0.01% -12,104 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; 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; 2025Q3: 28,076 shares 28,076 $365K <0.01% +354 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,726 shares; 2025Q1: 15,584 shares; 2025Q2: 16,615 shares; 2025Q3: 17,130 shares 17,130 $365K <0.01% +515 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; 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; 2025Q3: 66,206 shares 66,206 $364K <0.01% -121 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,060 shares 7,060 $364K <0.01% +197 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; 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; 2025Q3: 13,532 shares 13,532 $364K <0.01% -3,253 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,370 shares; 2024Q2: 31,678 shares; 2024Q3: 31,354 shares; 2024Q4: 31,212 shares; 2025Q1: 30,647 shares; 2025Q2: 32,448 shares; 2025Q3: 27,992 shares 27,992 $363K <0.01% -4,456 Timeline 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; 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; 2025Q3: 38,083 shares 38,083 $362K <0.01% -9,647 Timeline MRC GLOBAL INC MRC GLOBAL INC More: the full row for MRC GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28,583 shares; 2024Q2: 28,547 shares; 2024Q3: 28,547 shares; 2024Q4: 68,760 shares; 2025Q1: 72,932 shares; 2025Q2: 60,457 shares; 2025Q3: 25,066 shares 25,066 $361K <0.01% -35,391 IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,072 shares 4,072 $361K <0.01% -356 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,705 shares; 2024Q2: 22,852 shares; 2024Q3: 15,866 shares; 2024Q4: 15,373 shares; 2025Q1: 14,857 shares; 2025Q2: 14,507 shares; 2025Q3: 12,879 shares 12,879 $361K <0.01% -1,628 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; 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; 2025Q3: 12,086 shares 12,086 $361K <0.01% -1,850 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,007 shares 5,007 $360K <0.01% 0 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; 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; 2025Q3: 5,381 shares 5,381 $358K <0.01% +37 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; 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; 2025Q3: 7,177 shares 7,177 $357K <0.01% 0 Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,214 shares; 2024Q2: 9,916 shares; 2024Q3: 9,596 shares; 2024Q4: 9,352 shares; 2025Q1: 9,139 shares; 2025Q2: 9,101 shares; 2025Q3: 7,127 shares 7,127 $356K <0.01% -1,974 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,432 shares; 2024Q2: 17,247 shares; 2024Q3: 13,670 shares; 2024Q4: 15,669 shares; 2025Q1: 9,707 shares; 2025Q2: 9,658 shares; 2025Q3: 8,788 shares 8,788 $356K <0.01% -870 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; 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; 2025Q3: 17,081 shares 17,081 $355K <0.01% -237 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,464 shares; 2024Q2: 11,947 shares; 2024Q3: 11,500 shares; 2024Q4: 17,620 shares; 2025Q1: 11,783 shares; 2025Q2: 14,186 shares; 2025Q3: 11,504 shares 11,504 $355K <0.01% -2,682 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; 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; 2025Q3: 15,421 shares 15,421 $355K <0.01% +1,423 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,333 shares; 2024Q2: 13,390 shares; 2024Q3: 13,072 shares; 2024Q4: 12,993 shares; 2025Q1: 12,859 shares; 2025Q2: 13,617 shares; 2025Q3: 12,070 shares 12,070 $354K <0.01% -1,547 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,697 shares; 2024Q2: 10,684 shares; 2024Q3: 11,062 shares; 2024Q4: 9,715 shares; 2025Q1: 11,987 shares; 2025Q2: 11,684 shares; 2025Q3: 11,785 shares 11,785 $353K <0.01% +101 Timeline VRTS VIRTUS INVT PARTNERS INC More: the full row for VIRTUS INVT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,861 shares; 2024Q2: 2,540 shares; 2024Q3: 2,419 shares; 2024Q4: 2,330 shares; 2025Q1: 2,263 shares; 2025Q2: 2,332 shares; 2025Q3: 1,858 shares 1,858 $353K <0.01% -474 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; 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; 2025Q3: 5,065 shares 5,065 $352K <0.01% -577 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 32,762 shares; 2024Q2: 29,356 shares; 2024Q3: 28,917 shares; 2024Q4: 27,186 shares; 2025Q1: 25,988 shares; 2025Q2: 25,641 shares; 2025Q3: 20,942 shares 20,942 $352K <0.01% -4,699 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; 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; 2025Q3: 8,199 shares 8,199 $352K <0.01% -256 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; 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; 2025Q3: 18,123 shares 18,123 $352K <0.01% +2,997 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,426 shares 4,426 $352K <0.01% -182 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,232 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 729 shares; 2025Q3: 2,174 shares 2,174 $352K <0.01% +1,445 Timeline DVOL 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; 2023Q4: restricted; 2024Q1: 13,024 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,231 shares; 2025Q2: 12,127 shares; 2025Q3: 9,895 shares 9,895 $351K <0.01% -2,232 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; 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; 2025Q3: 7,383 shares 7,383 $351K <0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 45,539 shares; 2024Q2: 43,824 shares; 2024Q3: 43,383 shares; 2024Q4: 42,390 shares; 2025Q1: 41,871 shares; 2025Q2: 41,961 shares; 2025Q3: 35,524 shares 35,524 $351K <0.01% -6,437 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; 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; 2025Q3: 12,588 shares 12,588 $350K <0.01% +435 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; 2023Q4: restricted; 2024Q1: 372 shares; 2024Q2: 621 shares; 2024Q3: 683 shares; 2024Q4: 699 shares; 2025Q1: 783 shares; 2025Q2: 757 shares; 2025Q3: 759 shares 759 $348K <0.01% +2 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; 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; 2025Q3: 34,669 shares 34,669 $347K <0.01% -3,231 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; 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; 2025Q3: 36,080 shares 36,080 $346K <0.01% -6,685 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; 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; 2025Q3: 13,522 shares 13,522 $346K <0.01% -401 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; 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; 2025Q3: 9,153 shares 9,153 $345K <0.01% +1,885 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; 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; 2025Q3: 3,796 shares 3,796 $344K <0.01% -234 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; 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; 2025Q3: 15,244 shares 15,244 $343K <0.01% +725 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,492 shares 7,492 $343K <0.01% +3,809 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; 2023Q4: restricted; 2024Q1: 321 shares; 2024Q2: 332 shares; 2024Q3: 328 shares; 2024Q4: 274 shares; 2025Q1: 296 shares; 2025Q2: 266 shares; 2025Q3: 267 shares 267 $342K <0.01% +1 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; 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; 2025Q3: 3,085 shares 3,085 $342K <0.01% +864 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; 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; 2025Q3: 3,227 shares 3,227 $342K <0.01% -797 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,283 shares; 2024Q2: 16,330 shares; 2024Q3: 16,970 shares; 2024Q4: 16,668 shares; 2025Q1: 16,540 shares; 2025Q2: 17,515 shares; 2025Q3: 14,408 shares 14,408 $340K <0.01% -3,107 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,694 shares; 2025Q1: 7,041 shares; 2025Q2: 6,741 shares; 2025Q3: 6,741 shares 6,741 $340K <0.01% 0 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 83,930 shares; 2024Q2: 74,647 shares; 2024Q3: 76,407 shares; 2024Q4: 69,525 shares; 2025Q1: 69,112 shares; 2025Q2: 87,322 shares; 2025Q3: 64,913 shares 64,913 $340K <0.01% -22,409 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; 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; 2025Q3: 5,668 shares 5,668 $339K <0.01% +2,196 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; 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; 2025Q3: 16,861 shares 16,861 $339K <0.01% +2,946 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; 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; 2025Q3: 8,880 shares 8,880 $339K <0.01% +16 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; 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; 2025Q3: 7,925 shares 7,925 $338K <0.01% 0 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; 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; 2025Q3: 11,414 shares 11,414 $338K <0.01% -23 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,702 shares 3,702 $338K <0.01% -31 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; 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; 2025Q3: 14,839 shares 14,839 $337K <0.01% 0 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; 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; 2025Q3: 4,235 shares 4,235 $337K <0.01% 0 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; 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; 2025Q3: 15,260 shares 15,260 $337K <0.01% 0 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21,103 shares; 2024Q2: 18,691 shares; 2024Q3: 18,627 shares; 2024Q4: 17,683 shares; 2025Q1: 17,373 shares; 2025Q2: 17,317 shares; 2025Q3: 14,040 shares 14,040 $337K <0.01% -3,277 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 77,820 shares; 2024Q2: 45,555 shares; 2024Q3: 45,243 shares; 2024Q4: 56,546 shares; 2025Q1: 46,802 shares; 2025Q2: 45,831 shares; 2025Q3: 43,428 shares 43,428 $335K <0.01% -2,403 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; 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; 2025Q3: 12,697 shares 12,697 $334K <0.01% -1 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; 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; 2025Q3: 11,765 shares 11,765 $334K <0.01% -1,106 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 14,136 shares 14,136 $333K <0.01% +1,976 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 57 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 2,654 shares 2,654 $333K <0.01% +2,628 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; 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; 2025Q3: 2,653 shares 2,653 $332K <0.01% -92 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,473 shares; 2024Q2: 1,616 shares; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 11,930 shares 11,930 $331K <0.01% +10,314 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; 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; 2025Q3: 6,027 shares 6,027 $331K <0.01% -592 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; 2023Q4: restricted; 2024Q1: 214 shares; 2024Q2: 214 shares; 2024Q3: 1,507 shares; 2024Q4: 1,663 shares; 2025Q1: 246 shares; 2025Q2: 6,850 shares; 2025Q3: 6,094 shares 6,094 $329K <0.01% -756 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 124 shares; 2024Q2: 88 shares; 2024Q3: 86 shares; 2024Q4: 186 shares; 2025Q1: 184 shares; 2025Q2: 100 shares; 2025Q3: 2,950 shares 2,950 $329K <0.01% +2,850 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; 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; 2025Q3: 13,601 shares 13,601 $329K <0.01% -2,463 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,907 shares; 2024Q2: 11,585 shares; 2024Q3: 10,576 shares; 2024Q4: 13,495 shares; 2025Q1: 14,342 shares; 2025Q2: 13,881 shares; 2025Q3: 11,924 shares 11,924 $329K <0.01% -1,957 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 504 shares; 2024Q3: 35,601 shares; 2024Q4: 134,557 shares; 2025Q1: 43,013 shares; 2025Q2: 64,481 shares; 2025Q3: 41,175 shares 41,175 $329K <0.01% -23,306 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,278 shares 4,278 $328K <0.01% -828 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 14,880 shares 14,880 $327K <0.01% 0 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; 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; 2025Q3: 6,495 shares 6,495 $325K <0.01% -1,615 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,364 shares 4,364 $324K <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; 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; 2025Q3: 10,160 shares 10,160 $324K <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; 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; 2025Q3: 7,607 shares 7,607 $324K <0.01% -3 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28,463 shares; 2024Q2: 28,463 shares; 2024Q3: 28,463 shares; 2024Q4: 28,463 shares; 2025Q1: 36,077 shares; 2025Q2: 35,527 shares; 2025Q3: 20,777 shares 20,777 $324K <0.01% -14,750 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; 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; 2025Q3: 26,735 shares 26,735 $323K <0.01% +20 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 184,142 shares; 2024Q2: 216,617 shares; 2024Q3: 161,419 shares; 2024Q4: 20,269 shares; 2025Q1: 20,107 shares; 2025Q2: 19,829 shares; 2025Q3: 17,678 shares 17,678 $323K <0.01% -2,151 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,921 shares; 2024Q2: 15,001 shares; 2024Q3: 14,144 shares; 2024Q4: 14,458 shares; 2025Q1: 13,806 shares; 2025Q2: 14,369 shares; 2025Q3: 11,945 shares 11,945 $322K <0.01% -2,424 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,547 shares 11,547 $321K <0.01% new 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; 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; 2025Q3: 11,752 shares 11,752 $321K <0.01% +532 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,230 shares; 2024Q2: 1,657 shares; 2024Q3: 1,661 shares; 2024Q4: 1,540 shares; 2025Q1: 1,798 shares; 2025Q2: 1,860 shares; 2025Q3: 4,161 shares 4,161 $321K <0.01% +2,301 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,748 shares; 2024Q4: 3,000 shares; 2025Q1: 6,352 shares; 2025Q2: 6,483 shares; 2025Q3: 6,356 shares 6,356 $320K <0.01% -127 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 12,617 shares 12,617 $319K <0.01% +1,989 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 31,368 shares 31,368 $319K <0.01% -7,278 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; 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; 2025Q3: 6,428 shares 6,428 $318K <0.01% -9 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 91,833 shares; 2024Q2: 67,907 shares; 2024Q3: 53,189 shares; 2024Q4: 16,134 shares; 2025Q1: 16,327 shares; 2025Q2: 16,220 shares; 2025Q3: 12,322 shares 12,322 $318K <0.01% -3,898 Timeline 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; 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; 2025Q3: 11,534 shares 11,534 $317K <0.01% -653 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; 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; 2025Q3: 14,554 shares 14,554 $316K <0.01% -475 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; 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; 2025Q3: 4,813 shares 4,813 $316K <0.01% -2 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,729 shares; 2024Q2: 8,940 shares; 2024Q3: 8,795 shares; 2024Q4: 8,623 shares; 2025Q1: 8,561 shares; 2025Q2: 8,616 shares; 2025Q3: 3,141 shares 3,141 $315K <0.01% -5,475 Timeline 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; 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; 2025Q3: 31,614 shares 31,614 $314K <0.01% -9,189 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; 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; 2025Q3: 8,225 shares 8,225 $313K <0.01% -572 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 40,536 shares 40,536 $313K <0.01% -8,371 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; 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; 2025Q3: 8,243 shares 8,243 $313K <0.01% +2,415 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,876 shares; 2025Q3: 23,579 shares 23,579 $312K <0.01% +4,703 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 3,653 shares; 2025Q2: 6,815 shares; 2025Q3: 6,065 shares 6,065 $312K <0.01% -750 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; 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; 2025Q3: 4,297 shares 4,297 $311K <0.01% 0 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; 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; 2025Q3: 39,515 shares 39,515 $311K <0.01% +13,858 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,201 shares; 2024Q2: 5,492 shares; 2024Q3: 5,166 shares; 2024Q4: 5,110 shares; 2025Q1: 5,005 shares; 2025Q2: 4,937 shares; 2025Q3: 4,084 shares 4,084 $311K <0.01% -853 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; 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; 2025Q3: 10,197 shares 10,197 $310K <0.01% +2,694 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,042 shares; 2024Q2: 18,986 shares; 2024Q3: 19,354 shares; 2024Q4: 21,427 shares; 2025Q1: 22,848 shares; 2025Q2: 22,571 shares; 2025Q3: 14,007 shares 14,007 $310K <0.01% -8,564 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31,042 shares; 2024Q2: 27,902 shares; 2024Q3: 27,786 shares; 2024Q4: 27,953 shares; 2025Q1: 29,692 shares; 2025Q2: 29,554 shares; 2025Q3: 25,549 shares 25,549 $310K <0.01% -4,005 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,229 shares; 2025Q2: 14,229 shares; 2025Q3: 14,229 shares 14,229 $310K <0.01% 0 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; 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; 2025Q3: 4,059 shares 4,059 $310K <0.01% +6 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,228 shares 6,228 $310K <0.01% -1,558 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,729 shares 4,729 $310K <0.01% -621 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 29,763 shares; 2024Q2: 26,824 shares; 2024Q3: 29,597 shares; 2024Q4: 26,849 shares; 2025Q1: 28,712 shares; 2025Q2: 16,943 shares; 2025Q3: 15,192 shares 15,192 $309K <0.01% -1,751 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; 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; 2025Q3: 24,566 shares 24,566 $309K <0.01% -150 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; 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; 2025Q3: 10,372 shares 10,372 $308K <0.01% -36 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 24,222 shares 24,222 $307K <0.01% -5,307 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 15,301 shares 15,301 $307K <0.01% -3,280 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; 2023Q4: restricted; 2024Q1: 41 shares; 2024Q2: 41 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 9,661 shares; 2025Q3: 7,998 shares 7,998 $307K <0.01% -1,663 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; 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; 2025Q3: 14,235 shares 14,235 $306K <0.01% -234 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; 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; 2025Q3: 33,474 shares 33,474 $305K <0.01% +854 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; 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; 2025Q3: 6,324 shares 6,324 $304K <0.01% -1,440 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 773 shares; 2025Q1: 6,663 shares; 2025Q2: 7,663 shares; 2025Q3: 11,681 shares 11,681 $303K <0.01% +4,018 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; 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; 2025Q3: 16,989 shares 16,989 $302K <0.01% -501 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; 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; 2025Q3: 8,628 shares 8,628 $302K <0.01% -2,351 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; 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; 2025Q3: 29,716 shares 29,716 $302K <0.01% +1,802 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 1,390 shares; 2024Q3: 5,000 shares; 2024Q4: 10,820 shares; 2025Q1: 7,214 shares; 2025Q2: 3,524 shares; 2025Q3: 11,456 shares 11,456 $301K <0.01% +7,932 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 342 shares; 2024Q2: 317 shares; 2024Q3: 1,111 shares; 2024Q4: 1,172 shares; 2025Q1: 1,419 shares; 2025Q2: 1,706 shares; 2025Q3: 3,296 shares 3,296 $300K <0.01% +1,590 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; 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; 2025Q3: 8,210 shares 8,210 $300K <0.01% -3,414 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; 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; 2025Q3: 15,167 shares 15,167 $299K <0.01% +266 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 37,267 shares; 2024Q2: 39,435 shares; 2024Q3: 27,315 shares; 2024Q4: 29,193 shares; 2025Q1: 29,914 shares; 2025Q2: 33,504 shares; 2025Q3: 10,578 shares 10,578 $299K <0.01% -22,926 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,418 shares; 2024Q4: 4,401 shares; 2025Q1: 3,955 shares; 2025Q2: 5,214 shares; 2025Q3: 8,148 shares 8,148 $298K <0.01% +2,934 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; 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; 2025Q3: 5,967 shares 5,967 $297K <0.01% -1,210 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; 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; 2025Q3: 5,806 shares 5,806 $297K <0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 32,332 shares 32,332 $296K <0.01% -2 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 22,567 shares; 2024Q2: 21,826 shares; 2024Q3: 17,135 shares; 2024Q4: 17,344 shares; 2025Q1: 16,024 shares; 2025Q2: not reported; 2025Q3: 6,260 shares 6,260 $296K <0.01% new 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; 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; 2025Q3: 12,179 shares 12,179 $296K <0.01% -2,516 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,524 shares 9,524 $295K <0.01% +1,698 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 553 shares; 2024Q4: not reported; 2025Q1: 2,844 shares; 2025Q2: 2,862 shares; 2025Q3: 7,399 shares 7,399 $295K <0.01% +4,537 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,330 shares 3,330 $294K <0.01% +24 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; 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; 2025Q3: 5,518 shares 5,518 $293K <0.01% 0 Timeline EIG EMPLOYERS HLDGS INC More: the full row for EMPLOYERS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,183 shares; 2024Q2: 9,852 shares; 2024Q3: 9,361 shares; 2024Q4: 8,980 shares; 2025Q1: 8,797 shares; 2025Q2: 8,668 shares; 2025Q3: 6,894 shares 6,894 $293K <0.01% -1,774 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,827 shares 2,827 $291K <0.01% -500 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; 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; 2025Q3: 2,946 shares 2,946 $291K <0.01% 0 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; 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; 2025Q3: 46,263 shares 46,263 $290K <0.01% -42 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; 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; 2025Q3: 17,643 shares 17,643 $289K <0.01% +325 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,109 shares; 2024Q2: 5,455 shares; 2024Q3: 5,274 shares; 2024Q4: 5,124 shares; 2025Q1: 5,004 shares; 2025Q2: 5,004 shares; 2025Q3: 4,073 shares 4,073 $288K <0.01% -931 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,885 shares 4,885 $288K <0.01% -1,025 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 32,142 shares 32,142 $288K <0.01% -6,425 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; 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; 2025Q3: 18,500 shares 18,500 $287K <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; 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; 2025Q3: 12,753 shares 12,753 $287K <0.01% +1,527 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; 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; 2025Q3: 17,766 shares 17,766 $287K <0.01% +1,000 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; 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; 2025Q3: 23,312 shares 23,312 $287K <0.01% -2,749 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,353 shares; 2024Q4: 2,550 shares; 2025Q1: 3,991 shares; 2025Q2: 5,285 shares; 2025Q3: 5,903 shares 5,903 $286K <0.01% +618 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; 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; 2025Q3: 14,776 shares 14,776 $286K <0.01% -2,394 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,207 shares 6,207 $286K <0.01% +645 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; 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; 2025Q3: 3,927 shares 3,927 $285K <0.01% -83 Timeline HSTM HEALTHSTREAM INC More: the full row for HEALTHSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 10,086 shares 10,086 $285K <0.01% -1,441 Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,381 shares; 2024Q2: 10,989 shares; 2024Q3: 13,441 shares; 2024Q4: 13,216 shares; 2025Q1: 13,160 shares; 2025Q2: 10,296 shares; 2025Q3: 9,264 shares 9,264 $284K <0.01% -1,032 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; 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; 2025Q3: 11,988 shares 11,988 $283K <0.01% +1,579 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; 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; 2025Q3: 5,220 shares 5,220 $283K <0.01% -1,270 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,516 shares; 2025Q2: 19,800 shares; 2025Q3: 24,800 shares 24,800 $282K <0.01% +5,000 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; 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; 2025Q3: 23,203 shares 23,203 $282K <0.01% +2,778 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; 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; 2025Q3: 17,531 shares 17,531 $281K <0.01% -6,273 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; 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; 2025Q3: 4,661 shares 4,661 $281K <0.01% -26 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,208 shares; 2024Q2: 10,780 shares; 2024Q3: 17,468 shares; 2024Q4: 16,301 shares; 2025Q1: 20,859 shares; 2025Q2: 23,987 shares; 2025Q3: 4,469 shares 4,469 $280K <0.01% -19,518 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; 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; 2025Q3: 45,386 shares 45,386 $280K <0.01% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 330 shares; 2025Q1: 12,700 shares; 2025Q2: 22,384 shares; 2025Q3: 24,439 shares 24,439 $279K <0.01% +2,055 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; 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; 2025Q3: 5,578 shares 5,578 $279K <0.01% +719 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,699 shares; 2024Q2: 8,981 shares; 2024Q3: 8,407 shares; 2024Q4: 7,791 shares; 2025Q1: 6,491 shares; 2025Q2: 3,465 shares; 2025Q3: 7,860 shares 7,860 $278K <0.01% +4,395 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,555 shares; 2025Q3: 7,605 shares 7,605 $277K <0.01% +50 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,784 shares; 2024Q2: 7,817 shares; 2024Q3: 7,514 shares; 2024Q4: 7,289 shares; 2025Q1: 7,151 shares; 2025Q2: 7,120 shares; 2025Q3: 5,806 shares 5,806 $277K <0.01% -1,314 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; 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; 2025Q3: 33,247 shares 33,247 $277K <0.01% -7,164 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; 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; 2025Q3: 9,963 shares 9,963 $276K <0.01% +2,500 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,745 shares 20,745 $276K <0.01% new Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,075 shares 5,075 $276K <0.01% 0 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; 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; 2025Q3: 14,831 shares 14,831 $276K <0.01% 0 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; 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; 2025Q3: 5,902 shares 5,902 $275K <0.01% -84 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; 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; 2025Q3: 32,650 shares 32,650 $275K <0.01% -6,717 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; 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; 2025Q3: 12,689 shares 12,689 $272K <0.01% -133 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 485 shares; 2024Q2: 1,991 shares; 2024Q3: 485 shares; 2024Q4: 9,212 shares; 2025Q1: 20,440 shares; 2025Q2: 12,202 shares; 2025Q3: 11,713 shares 11,713 $269K <0.01% -489 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; 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; 2025Q3: 27,028 shares 27,028 $268K <0.01% -6,878 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,784 shares; 2024Q4: 13,769 shares; 2025Q1: 14,012 shares; 2025Q2: 14,171 shares; 2025Q3: 14,415 shares 14,415 $267K <0.01% +244 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; 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; 2025Q3: 53,490 shares 53,490 $267K <0.01% +717 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,721 shares; 2024Q2: 5,389 shares; 2024Q3: 5,967 shares; 2024Q4: 5,528 shares; 2025Q1: 5,453 shares; 2025Q2: 4,972 shares; 2025Q3: 2,972 shares 2,972 $267K <0.01% -2,000 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 24,887 shares 24,887 $265K <0.01% -4,930 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; 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; 2025Q3: 19,492 shares 19,492 $265K <0.01% -3,670 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; 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; 2025Q3: 38,876 shares 38,876 $264K <0.01% -10,216 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; 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; 2025Q3: 3,805 shares 3,805 $264K <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; 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; 2025Q3: 33,990 shares 33,990 $262K <0.01% -5,067 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,972 shares; 2024Q4: 5,309 shares; 2025Q1: 5,309 shares; 2025Q2: 4,826 shares; 2025Q3: 4,888 shares 4,888 $262K <0.01% +62 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; 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; 2025Q3: 36,437 shares 36,437 $261K <0.01% -6,105 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; 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; 2025Q3: 13,900 shares 13,900 $260K <0.01% 0 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; 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; 2025Q3: 1,448 shares 1,448 $260K <0.01% +109 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; 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; 2025Q3: 7,763 shares 7,763 $260K <0.01% -1,909 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; 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; 2025Q3: 30,328 shares 30,328 $259K <0.01% -220 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; 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; 2025Q3: 3,143 shares 3,143 $258K <0.01% +4 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; 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; 2025Q3: 42,277 shares 42,277 $256K <0.01% 0 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,101 shares; 2024Q2: 10,159 shares; 2024Q3: 9,857 shares; 2024Q4: 8,875 shares; 2025Q1: 8,884 shares; 2025Q2: 9,151 shares; 2025Q3: 6,870 shares 6,870 $254K <0.01% -2,281 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,760 shares 5,760 $253K <0.01% -1,332 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; 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; 2025Q3: 2,647 shares 2,647 $253K <0.01% -6 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; 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; 2025Q3: 3,909 shares 3,909 $253K <0.01% 0 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; 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; 2025Q3: 20,363 shares 20,363 $253K <0.01% +1,726 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; 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; 2025Q3: 23,232 shares 23,232 $252K <0.01% -4,586 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; 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; 2025Q3: 9,465 shares 9,465 $252K <0.01% -2,088 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; 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; 2025Q3: 5,855 shares 5,855 $252K <0.01% -175 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; 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; 2025Q3: 2,500 shares 2,500 $252K <0.01% 0 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; 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; 2025Q3: 6,892 shares 6,892 $249K <0.01% -1,469 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: 1,185 shares; 2025Q3: 2,172 shares 2,172 $248K <0.01% +987 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 10,212 shares 10,212 $248K <0.01% 0 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; 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; 2025Q3: 4,850 shares 4,850 $247K <0.01% 0 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; 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; 2025Q3: 17,078 shares 17,078 $247K <0.01% +9 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; 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; 2025Q3: 9,493 shares 9,493 $245K <0.01% -118 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; 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; 2025Q3: 24,025 shares 24,025 $244K <0.01% +8,993 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; 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; 2025Q3: 6,838 shares 6,838 $244K <0.01% -19 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; 2023Q4: restricted; 2024Q1: 370 shares; 2024Q2: 369 shares; 2024Q3: 77 shares; 2024Q4: 9,318 shares; 2025Q1: 10,628 shares; 2025Q2: 10,898 shares; 2025Q3: 9,409 shares 9,409 $244K <0.01% -1,489 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; 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; 2025Q3: 2,809 shares 2,809 $244K <0.01% -2 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; 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; 2025Q3: 5,971 shares 5,971 $244K <0.01% -1,297 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; 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; 2025Q3: 7,829 shares 7,829 $243K <0.01% +1,605 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; 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; 2025Q3: 3,951 shares 3,951 $242K <0.01% +726 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,807 shares; 2025Q3: 4,807 shares 4,807 $241K <0.01% 0 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; 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; 2025Q3: 8,031 shares 8,031 $241K <0.01% +1,416 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; 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; 2025Q3: 3,675 shares 3,675 $241K <0.01% -122 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 15,581 shares 15,581 $241K <0.01% -3,605 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; 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; 2025Q3: 3,595 shares 3,595 $240K <0.01% +189 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; 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; 2025Q3: 2,188 shares 2,188 $240K <0.01% -461 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; 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; 2025Q3: 44,961 shares 44,961 $240K <0.01% -5,366 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 30,403 shares 30,403 $240K <0.01% +31 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,956 shares 7,956 $239K <0.01% new 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; 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; 2025Q3: 15,866 shares 15,866 $238K <0.01% 0 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; 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; 2025Q3: 22,269 shares 22,269 $237K <0.01% -5,686 Timeline 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; 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; 2025Q3: 16,598 shares 16,598 $237K <0.01% 0 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; 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; 2025Q3: 9,580 shares 9,580 $237K <0.01% -2,056 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; 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; 2025Q3: 1,335 shares 1,335 $236K <0.01% -347 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; 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; 2025Q3: 3,981 shares 3,981 $236K <0.01% -338 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; 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; 2025Q3: 4,184 shares 4,184 $236K <0.01% +263 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 373 shares; 2024Q2: 373 shares; 2024Q3: 1,865 shares; 2024Q4: 1,865 shares; 2025Q1: 1,365 shares; 2025Q2: 1,762 shares; 2025Q3: 4,769 shares 4,769 $236K <0.01% +3,007 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 4,669 shares 4,669 $235K <0.01% +635 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,010 shares; 2025Q3: 14,659 shares 14,659 $235K <0.01% +1,649 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; 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; 2025Q3: 18,347 shares 18,347 $235K <0.01% +116 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 745 shares; 2024Q3: 1,022 shares; 2024Q4: 1,506 shares; 2025Q1: 6,434 shares; 2025Q2: 4,737 shares; 2025Q3: 5,805 shares 5,805 $234K <0.01% +1,068 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; 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; 2025Q3: 21,528 shares 21,528 $234K <0.01% -2,645 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; 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; 2025Q3: 7,976 shares 7,976 $233K <0.01% +51 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,475 shares; 2024Q2: 3,317 shares; 2024Q3: 3,317 shares; 2024Q4: 3,109 shares; 2025Q1: 18,343 shares; 2025Q2: 15,797 shares; 2025Q3: 7,217 shares 7,217 $233K <0.01% -8,580 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 144 shares; 2024Q2: 144 shares; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 16,141 shares 16,141 $233K <0.01% +15,997 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; 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; 2025Q3: 1,492 shares 1,492 $233K <0.01% -2 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,282 shares 7,282 $233K <0.01% +286 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,603 shares; 2024Q4: 11,603 shares; 2025Q1: 11,603 shares; 2025Q2: 11,187 shares; 2025Q3: 8,246 shares 8,246 $232K <0.01% -2,941 ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 14,994 shares 14,994 $232K <0.01% +56 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,487 shares; 2025Q1: 1,491 shares; 2025Q2: 2,560 shares; 2025Q3: 2,557 shares 2,557 $232K <0.01% -3 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; 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; 2025Q3: 3,489 shares 3,489 $231K <0.01% -753 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; 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; 2025Q3: 22,362 shares 22,362 $231K <0.01% -689 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; 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; 2025Q3: 1,102 shares 1,102 $230K <0.01% -143 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,208 shares; 2025Q2: 5,208 shares; 2025Q3: 5,224 shares 5,224 $229K <0.01% +16 Timeline ANGI ANGI INC More: the full row for ANGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,644 shares; 2025Q3: 14,014 shares 14,014 $228K <0.01% -4,630 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; 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; 2025Q3: 5,404 shares 5,404 $227K <0.01% -435 Timeline AMSF AMERISAFE INC More: the full row for AMERISAFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,165 shares 5,165 $226K <0.01% -1,200 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,835 shares 6,835 $226K <0.01% -888 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; 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; 2025Q3: 8,735 shares 8,735 $226K <0.01% -1,778 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,621 shares; 2024Q2: 3,431 shares; 2024Q3: 3,431 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 929 shares; 2025Q3: 994 shares 994 $226K <0.01% +65 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,560 shares; 2025Q1: 3,672 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares 2,245 $225K <0.01% 0 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; 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; 2025Q3: 5,548 shares 5,548 $224K <0.01% -1,467 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; 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; 2025Q3: 7,385 shares 7,385 $224K <0.01% -1,839 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; 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; 2025Q3: 9,140 shares 9,140 $223K <0.01% +826 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; 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; 2025Q3: 150,118 shares 150,118 $222K <0.01% 0 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; 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; 2025Q3: 55,632 shares 55,632 $222K <0.01% 0 Timeline XNCR XENCOR INC More: the full row for XENCOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 18,900 shares 18,900 $222K <0.01% -2,707 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 2,000 shares; 2025Q3: 3,000 shares 3,000 $222K <0.01% +1,000 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,587 shares; 2024Q2: 16,395 shares; 2024Q3: 15,169 shares; 2024Q4: 13,590 shares; 2025Q1: 9,595 shares; 2025Q2: 9,545 shares; 2025Q3: 3,238 shares 3,238 $222K <0.01% -6,307 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; 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; 2025Q3: 3,898 shares 3,898 $218K <0.01% -861 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,374 shares 3,374 $217K <0.01% -594 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; 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; 2025Q3: 3,339 shares 3,339 $215K <0.01% -56 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; 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; 2025Q3: 8,973 shares 8,973 $215K <0.01% -142 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,298 shares 5,298 $215K <0.01% -30 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 2,439 shares; 2025Q3: 2,439 shares 2,439 $214K <0.01% 0 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; 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; 2025Q3: 30,712 shares 30,712 $214K <0.01% -7,230 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; 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; 2025Q3: 14,570 shares 14,570 $214K <0.01% +42 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 16,779 shares 16,779 $213K <0.01% +13,779 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; 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; 2025Q3: 5,541 shares 5,541 $212K <0.01% -1,186 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,920 shares 1,920 $212K <0.01% -77 Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,680 shares 5,680 $212K <0.01% new 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; 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; 2025Q3: 28,970 shares 28,970 $209K <0.01% -3,249 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; 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; 2025Q3: 8,434 shares 8,434 $209K <0.01% +40 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; 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; 2025Q3: 4,483 shares 4,483 $207K <0.01% +452 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 20,018 shares 20,018 $207K <0.01% +10,018 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; 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; 2025Q3: 27,567 shares 27,567 $207K <0.01% +66 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,319 shares 4,319 $207K <0.01% +367 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; 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; 2025Q3: 3,657 shares 3,657 $207K <0.01% -395 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; 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; 2025Q3: 6,988 shares 6,988 $205K <0.01% +73 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; 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; 2025Q3: 16,773 shares 16,773 $205K <0.01% -4,123 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; 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; 2025Q3: 8,689 shares 8,689 $203K <0.01% -1,335 EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 10,647 shares 10,647 $203K <0.01% -2,161 Timeline 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; 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; 2025Q3: 2,088 shares 2,088 $202K <0.01% +439 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,259 shares 4,259 $202K <0.01% -103 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,409 shares; 2024Q2: 29,693 shares; 2024Q3: 31,504 shares; 2024Q4: 33,020 shares; 2025Q1: 33,853 shares; 2025Q2: 8,684 shares; 2025Q3: 4,388 shares 4,388 $202K <0.01% -4,296 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; 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; 2025Q3: 8,048 shares 8,048 $202K <0.01% +45 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 8,288 shares 8,288 $202K <0.01% +1,860 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; 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; 2025Q3: 5,130 shares 5,130 $202K <0.01% -1,488 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; 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; 2025Q3: 4,204 shares 4,204 $201K <0.01% -17 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; 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; 2025Q3: 8,395 shares 8,395 $201K <0.01% 0 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; 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; 2025Q3: 1,819 shares 1,819 $201K <0.01% -165 Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 11,172 shares 11,172 $201K <0.01% -1,537 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; 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; 2025Q3: 13,814 shares 13,814 $200K <0.01% -6 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; 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; 2025Q3: 2,820 shares 2,820 $200K <0.01% +3 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; 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; 2025Q3: 2,091 shares 2,091 $199K <0.01% +52 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 32,921 shares 32,921 $198K <0.01% -29,444 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 12,748 shares 12,748 $197K <0.01% -2,933 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; 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; 2025Q3: 3,763 shares 3,763 $197K <0.01% 0 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,043 shares; 2024Q2: 2,953 shares; 2024Q3: 2,953 shares; 2024Q4: 2,927 shares; 2025Q1: 1,887 shares; 2025Q2: 1,887 shares; 2025Q3: 3,382 shares 3,382 $196K <0.01% +1,495 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; 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; 2025Q3: 3,770 shares 3,770 $196K <0.01% +405 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; 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; 2025Q3: 1,905 shares 1,905 $196K <0.01% +126 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 162,577 shares; 2024Q2: 141,415 shares; 2024Q3: 137,215 shares; 2024Q4: 134,774 shares; 2025Q1: 132,661 shares; 2025Q2: 131,265 shares; 2025Q3: 106,784 shares 106,784 $195K <0.01% -24,481 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,526 shares; 2024Q2: 9,526 shares; 2024Q3: 9,526 shares; 2024Q4: 10,326 shares; 2025Q1: 8,083 shares; 2025Q2: 8,083 shares; 2025Q3: 13,800 shares 13,800 $195K <0.01% +5,717 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; 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; 2025Q3: 5,252 shares 5,252 $195K <0.01% -3 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; 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; 2025Q3: 11,244 shares 11,244 $194K <0.01% +2,613 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,939 shares 2,939 $194K <0.01% -31 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,364 shares 7,364 $193K <0.01% -507 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,675 shares; 2025Q1: 1,440 shares; 2025Q2: 8,228 shares; 2025Q3: 9,235 shares 9,235 $193K <0.01% +1,007 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; 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; 2025Q3: 3,110 shares 3,110 $193K <0.01% -945 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; 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; 2025Q3: 3,107 shares 3,107 $193K <0.01% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,599 shares 9,599 $191K <0.01% +1,383 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; 2023Q4: restricted; 2024Q1: 2,580 shares; 2024Q2: 473 shares; 2024Q3: 473 shares; 2024Q4: 5,547 shares; 2025Q1: 5,547 shares; 2025Q2: 5,547 shares; 2025Q3: 7,106 shares 7,106 $190K <0.01% +1,559 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; 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; 2025Q3: 23,202 shares 23,202 $189K <0.01% -5,333 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; 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; 2025Q3: 4,075 shares 4,075 $189K <0.01% +600 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; 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; 2025Q3: 11,782 shares 11,782 $189K <0.01% +388 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,163 shares; 2025Q1: 8,709 shares; 2025Q2: 8,754 shares; 2025Q3: 5,112 shares 5,112 $189K <0.01% -3,642 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; 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; 2025Q3: 20,972 shares 20,972 $189K <0.01% -4,599 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; 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; 2025Q3: 2,968 shares 2,968 $189K <0.01% -112 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; 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; 2025Q3: 2,816 shares 2,816 $188K <0.01% -387 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; 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; 2025Q3: 5,175 shares 5,175 $188K <0.01% -1,271 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; 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; 2025Q3: 3,701 shares 3,701 $188K <0.01% +312 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; 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; 2025Q3: 20,850 shares 20,850 $187K <0.01% -1,661 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; 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; 2025Q3: 2,986 shares 2,986 $187K <0.01% +6 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,362 shares 2,362 $187K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,556 shares; 2025Q3: 28,556 shares 28,556 $186K <0.01% +23,000 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; 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; 2025Q3: 12,000 shares 12,000 $186K <0.01% 0 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; 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; 2025Q3: 11,093 shares 11,093 $184K <0.01% -6,951 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; 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; 2025Q3: 10,045 shares 10,045 $184K <0.01% +1,485 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,214 shares; 2025Q1: 7,336 shares; 2025Q2: 7,030 shares; 2025Q3: 7,030 shares 7,030 $184K <0.01% 0 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,359 shares 8,359 $183K <0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,295 shares; 2024Q4: 5,295 shares; 2025Q1: 5,295 shares; 2025Q2: 5,541 shares; 2025Q3: 5,328 shares 5,328 $183K <0.01% -213 Timeline AHLT AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,881 shares; 2024Q4: 4,881 shares; 2025Q1: 4,881 shares; 2025Q2: 4,881 shares; 2025Q3: 7,489 shares 7,489 $182K <0.01% +2,608 Timeline CEVA CEVA INC More: the full row for CEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,886 shares 6,886 $182K <0.01% -1,410 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; 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; 2025Q3: 13,886 shares 13,886 $181K <0.01% 0 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; 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; 2025Q3: 5,033 shares 5,033 $181K <0.01% 0 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; 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; 2025Q3: 4,641 shares 4,641 $181K <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; 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; 2025Q3: 13,485 shares 13,485 $181K <0.01% -1,981 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2,217 shares; 2025Q2: 3,352 shares; 2025Q3: 3,014 shares 3,014 $181K <0.01% -338 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; 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; 2025Q3: 1,267 shares 1,267 $181K <0.01% -403 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,147 shares 2,147 $180K <0.01% -24 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; 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; 2025Q3: 1,943 shares 1,943 $180K <0.01% +230 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; 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; 2025Q3: 5,895 shares 5,895 $179K <0.01% -1,402 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 787 shares; 2024Q2: 622 shares; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 7,747 shares; 2025Q2: 7,859 shares; 2025Q3: 7,965 shares 7,965 $179K <0.01% +106 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; 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; 2025Q3: 4,807 shares 4,807 $179K <0.01% 0 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; 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; 2025Q3: 11,553 shares 11,553 $178K <0.01% -2,343 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; 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; 2025Q3: 9,233 shares 9,233 $177K <0.01% -224 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; 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; 2025Q3: 3,833 shares 3,833 $176K <0.01% -882 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; 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; 2025Q3: 45,560 shares 45,560 $176K <0.01% -14,847 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; 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; 2025Q3: 19,445 shares 19,445 $176K <0.01% +474 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; 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; 2025Q3: 2,912 shares 2,912 $176K <0.01% 0 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; 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; 2025Q3: 5,424 shares 5,424 $176K <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; 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; 2025Q3: 20,432 shares 20,432 $176K <0.01% +281 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,081 shares 9,081 $175K <0.01% -1,031 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; 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; 2025Q3: 4,228 shares 4,228 $174K <0.01% -10 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; 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; 2025Q3: 22,274 shares 22,274 $174K <0.01% -3,188 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; 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; 2025Q3: 112,000 shares 112,000 $174K <0.01% 0 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; 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; 2025Q3: 1,009 shares 1,009 $173K <0.01% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,735 shares 6,735 $173K <0.01% +846 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 201 shares; 2024Q2: 325 shares; 2024Q3: 336 shares; 2024Q4: 322 shares; 2025Q1: 319 shares; 2025Q2: 367 shares; 2025Q3: 345 shares 345 $172K <0.01% -22 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,101 shares 3,101 $171K <0.01% -170 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; 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; 2025Q3: 13,818 shares 13,818 $171K <0.01% -2,803 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 6,857 shares 6,857 $170K <0.01% +3,737 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,201 shares 6,201 $170K <0.01% -1,927 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,436 shares 3,436 $169K <0.01% -163 Timeline PNQI 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; 2023Q4: restricted; 2024Q1: 2,551 shares; 2024Q2: 2,551 shares; 2024Q3: 18,744 shares; 2024Q4: 17,985 shares; 2025Q1: 15,351 shares; 2025Q2: 15,224 shares; 2025Q3: 3,030 shares 3,030 $169K <0.01% -12,194 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; 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; 2025Q3: 10,108 shares 10,108 $169K <0.01% -999 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; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 325 shares; 2024Q3: 1,209 shares; 2024Q4: 859 shares; 2025Q1: not reported; 2025Q2: 2,943 shares; 2025Q3: 3,193 shares 3,193 $169K <0.01% +250 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,519 shares; 2024Q4: 4,519 shares; 2025Q1: 4,519 shares; 2025Q2: 4,519 shares; 2025Q3: 4,519 shares 4,519 $168K <0.01% 0 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,186 shares; 2024Q3: not reported; 2024Q4: 5,434 shares; 2025Q1: 9,893 shares; 2025Q2: 8,590 shares; 2025Q3: 2,459 shares 2,459 $167K <0.01% -6,131 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,047 shares 4,047 $167K <0.01% +131 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,800 shares; 2024Q4: 3,293 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares 3,293 $166K <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; 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; 2025Q3: 2,586 shares 2,586 $166K <0.01% -564 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; 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; 2025Q3: 8,217 shares 8,217 $166K <0.01% -2,767 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; 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; 2025Q3: 1,477 shares 1,477 $166K <0.01% -285 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; 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; 2025Q3: 7,648 shares 7,648 $165K <0.01% +122 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; 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; 2025Q3: 3,599 shares 3,599 $164K <0.01% -31 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,158 shares; 2025Q3: 6,379 shares 6,379 $164K <0.01% -779 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; 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; 2025Q3: 2,394 shares 2,394 $163K <0.01% 0 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; 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; 2025Q3: 11,005 shares 11,005 $163K <0.01% +91 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 231 shares; 2024Q3: 231 shares; 2024Q4: 186 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 5,944 shares 5,944 $163K <0.01% +5,820 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 55,644 shares; 2024Q2: 57,590 shares; 2024Q3: 52,365 shares; 2024Q4: 52,365 shares; 2025Q1: 51,976 shares; 2025Q2: 51,976 shares; 2025Q3: 11,242 shares 11,242 $163K <0.01% -40,734 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; 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; 2025Q3: 18,903 shares 18,903 $162K <0.01% 0 Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,776 shares 7,776 $162K <0.01% -1,399 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; 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; 2025Q3: 2,859 shares 2,859 $162K <0.01% -25 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; 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; 2025Q3: 30,038 shares 30,038 $162K <0.01% +367 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; 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; 2025Q3: 2,348 shares 2,348 $161K <0.01% -725 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; 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; 2025Q3: 29,321 shares 29,321 $161K <0.01% -7,530 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; 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; 2025Q3: 2,398 shares 2,398 $161K <0.01% 0 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; 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; 2025Q3: 3,323 shares 3,323 $161K <0.01% -1,544 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; 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; 2025Q3: 7,620 shares 7,620 $160K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,659 shares; 2025Q2: 3,659 shares; 2025Q3: 3,632 shares 3,632 $160K <0.01% -27 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,100 shares; 2024Q2: 1,079 shares; 2024Q3: 971 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 971 shares; 2025Q3: 961 shares 961 $160K <0.01% -10 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,857 shares 2,857 $160K <0.01% -48 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,241 shares 2,241 $159K <0.01% -21 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; 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; 2025Q3: 11,000 shares 11,000 $159K <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; 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; 2025Q3: 3,519 shares 3,519 $159K <0.01% +23 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,876 shares; 2024Q2: 1,876 shares; 2024Q3: 5,726 shares; 2024Q4: 503 shares; 2025Q1: 527 shares; 2025Q2: 539 shares; 2025Q3: 6,807 shares 6,807 $159K <0.01% +6,268 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; 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; 2025Q3: 11,123 shares 11,123 $159K <0.01% +221 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; 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; 2025Q3: 30,013 shares 30,013 $158K <0.01% +767 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; 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; 2025Q3: 32,710 shares 32,710 $158K <0.01% -4,802 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; 2023Q4: restricted; 2024Q1: 961 shares; 2024Q2: 961 shares; 2024Q3: 961 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares 3,524 $157K <0.01% 0 Timeline EOLS EVOLUS INC More: the full row for EVOLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 28,301 shares; 2025Q1: 169,068 shares; 2025Q2: 158,325 shares; 2025Q3: 25,546 shares 25,546 $157K <0.01% -132,779 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 5,626 shares; 2025Q3: 5,626 shares 5,626 $157K <0.01% 0 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; 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; 2025Q3: 13,486 shares 13,486 $156K <0.01% -8,395 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,071 shares 3,071 $156K <0.01% -3,638 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43,744 shares; 2024Q4: 43,185 shares; 2025Q1: 22,103 shares; 2025Q2: 22,584 shares; 2025Q3: 22,584 shares 22,584 $156K <0.01% 0 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,911 shares 3,911 $155K <0.01% -477 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; 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; 2025Q3: 1,285 shares 1,285 $155K <0.01% +23 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; 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; 2025Q3: 11,283 shares 11,283 $153K <0.01% +89 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; 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; 2025Q3: 4,350 shares 4,350 $153K <0.01% -134 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; 2023Q4: restricted; 2024Q1: 868 shares; 2024Q2: 1,233 shares; 2024Q3: 1,296 shares; 2024Q4: 1,095 shares; 2025Q1: 951 shares; 2025Q2: 1,030 shares; 2025Q3: 1,042 shares 1,042 $153K <0.01% +12 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; 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; 2025Q3: 29,749 shares 29,749 $153K <0.01% -1,590 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,082 shares 2,082 $151K <0.01% -40 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 99 shares; 2024Q3: 99 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $151K <0.01% new Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,765 shares 7,765 $150K <0.01% -2,181 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; 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; 2025Q3: 2,182 shares 2,182 $150K <0.01% 0 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; 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; 2025Q3: 10,193 shares 10,193 $150K <0.01% -180 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; 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; 2025Q3: 7,259 shares 7,259 $150K <0.01% 0 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; 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; 2025Q3: 5,586 shares 5,586 $150K <0.01% -7,726 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; 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; 2025Q3: 7,186 shares 7,186 $149K <0.01% +63 Timeline 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; 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; 2025Q3: 5,413 shares 5,413 $149K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,009 shares; 2025Q3: 6,009 shares 6,009 $149K <0.01% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 350 shares; 2024Q4: 507 shares; 2025Q1: 354 shares; 2025Q2: 375 shares; 2025Q3: 374 shares 374 $149K <0.01% -1 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,021 shares; 2025Q3: 6,021 shares 6,021 $148K <0.01% 0 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; 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; 2025Q3: 3,802 shares 3,802 $148K <0.01% 0 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 60,070 shares; 2024Q2: 59,803 shares; 2024Q3: 4,983 shares; 2024Q4: 4,982 shares; 2025Q1: 4,982 shares; 2025Q2: 5,043 shares; 2025Q3: 5,042 shares 5,042 $148K <0.01% -1 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 4,373 shares; 2025Q2: 4,779 shares; 2025Q3: 3,404 shares 3,404 $148K <0.01% -1,375 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; 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; 2025Q3: 4,985 shares 4,985 $148K <0.01% 0 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; 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; 2025Q3: 6,418 shares 6,418 $147K <0.01% +35 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; 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; 2025Q3: 8,717 shares 8,717 $147K <0.01% -3,529 WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,000 shares 2,000 $147K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,053 shares; 2025Q1: 3,172 shares; 2025Q2: 2,860 shares; 2025Q3: 2,893 shares 2,893 $147K <0.01% +33 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; 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; 2025Q3: 10,145 shares 10,145 $146K <0.01% 0 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,500 shares 4,500 $146K <0.01% 0 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; 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; 2025Q3: 14,015 shares 14,015 $145K <0.01% 0 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; 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; 2025Q3: 6,973 shares 6,973 $145K <0.01% -3,259 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; 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; 2025Q3: 6,795 shares 6,795 $144K <0.01% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,937 shares; 2024Q2: 2,951 shares; 2024Q3: 2,934 shares; 2024Q4: 2,837 shares; 2025Q1: 3,367 shares; 2025Q2: 3,518 shares; 2025Q3: 3,422 shares 3,422 $144K <0.01% -96 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares 35,000 $144K <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; 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; 2025Q3: 52,096 shares 52,096 $143K <0.01% +1,045 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; 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; 2025Q3: 9,314 shares 9,314 $143K <0.01% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 39,491 shares; 2024Q2: 21,424 shares; 2024Q3: 7,615 shares; 2024Q4: 7,393 shares; 2025Q1: 1,320 shares; 2025Q2: 1,617 shares; 2025Q3: 2,187 shares 2,187 $143K <0.01% +570 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; 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; 2025Q3: 3,643 shares 3,643 $143K <0.01% 0 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 31,458 shares 31,458 $143K <0.01% -7,950 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; 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; 2025Q3: 17,418 shares 17,418 $142K <0.01% +888 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; 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; 2025Q3: 2,919 shares 2,919 $142K <0.01% -156 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; 2023Q4: restricted; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 1,588 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 1,588 shares; 2025Q3: 1,429 shares 1,429 $142K <0.01% -159 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,595 shares; 2024Q2: 2,599 shares; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,756 shares 2,756 $141K <0.01% +251 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; 2023Q4: restricted; 2024Q1: 802 shares; 2024Q2: 753 shares; 2024Q3: 736 shares; 2024Q4: 1,335 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,064 shares 1,064 $141K <0.01% -260 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,169 shares; 2024Q2: 2,169 shares; 2024Q3: 2,878 shares; 2024Q4: 2,907 shares; 2025Q1: 4,353 shares; 2025Q2: 4,614 shares; 2025Q3: 17,750 shares 17,750 $140K <0.01% +13,136 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,182 shares; 2025Q3: 6,442 shares 6,442 $140K <0.01% +4,260 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; 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; 2025Q3: 2,901 shares 2,901 $140K <0.01% -4,000 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,878 shares; 2024Q4: 3,878 shares; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,878 shares 3,878 $140K <0.01% 0 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; 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; 2025Q3: 4,014 shares 4,014 $139K <0.01% -62 Timeline JPEF 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,833 shares; 2025Q1: 1,807 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares 1,869 $138K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,661 shares 2,661 $138K <0.01% new Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,500 shares; 2025Q3: 12,034 shares 12,034 $138K <0.01% +6,534 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; 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; 2025Q3: 2,526 shares 2,526 $137K <0.01% -2 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,675 shares; 2025Q1: 3,685 shares; 2025Q2: 3,764 shares; 2025Q3: 3,764 shares 3,764 $136K <0.01% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 1,679 shares; 2024Q4: 1,679 shares; 2025Q1: 1,562 shares; 2025Q2: 1,518 shares; 2025Q3: 1,594 shares 1,594 $135K <0.01% +76 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; 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; 2025Q3: 11,153 shares 11,153 $135K <0.01% -2,547 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; 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; 2025Q3: 9,001 shares 9,001 $134K <0.01% -1,560 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,139 shares; 2024Q2: 688 shares; 2024Q3: 1,239 shares; 2024Q4: 5,157 shares; 2025Q1: 3,236 shares; 2025Q2: 6,586 shares; 2025Q3: 8,577 shares 8,577 $134K <0.01% +1,991 Timeline EVMO 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,642 shares 2,642 $134K <0.01% new Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,243 shares; 2024Q2: 4,105 shares; 2024Q3: 4,139 shares; 2024Q4: 4,467 shares; 2025Q1: 4,272 shares; 2025Q2: 4,777 shares; 2025Q3: 4,807 shares 4,807 $133K <0.01% +30 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; 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; 2025Q3: 12,500 shares 12,500 $133K <0.01% 0 Timeline