FDEC 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,491 shares; 2023Q4: 4,397 shares; 2024Q1: 9,959 shares; 2024Q2: 9,627 shares; 2024Q3: 9,627 shares 9,627 $421K 0.03% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 15,082 shares; 2024Q2: 16,827 shares; 2024Q3: 19,525 shares 19,525 $418K 0.02% +2,698 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,647 shares; 2023Q4: 5,330 shares; 2024Q1: 5,834 shares; 2024Q2: 5,871 shares; 2024Q3: 5,877 shares 5,877 $418K 0.02% +6 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,909 shares; 2023Q4: 3,727 shares; 2024Q1: 3,805 shares; 2024Q2: 3,778 shares; 2024Q3: 3,686 shares 3,686 $416K 0.02% -92 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,652 shares; 2023Q4: 2,527 shares; 2024Q1: 2,834 shares; 2024Q2: 2,793 shares; 2024Q3: 4,958 shares 4,958 $415K 0.02% +2,165 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,676 shares; 2023Q4: 4,066 shares; 2024Q1: 3,631 shares; 2024Q2: 3,449 shares; 2024Q3: 4,386 shares 4,386 $415K 0.02% +937 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,030 shares; 2023Q4: 10,830 shares; 2024Q1: 9,813 shares; 2024Q2: 2,074 shares; 2024Q3: 1,874 shares 1,874 $414K 0.02% -200 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,985 shares; 2023Q4: 12,966 shares; 2024Q1: 10,685 shares; 2024Q2: 9,895 shares; 2024Q3: 8,741 shares 8,741 $414K 0.02% -1,154 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 37 shares; 2024Q1: 1,334 shares; 2024Q2: 2,627 shares; 2024Q3: 2,890 shares 2,890 $413K 0.02% +263 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,232 shares; 2023Q4: 10,874 shares; 2024Q1: 10,874 shares; 2024Q2: 10,874 shares; 2024Q3: 10,874 shares 10,874 $411K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,261 shares; 2023Q4: 4,176 shares; 2024Q1: 5,500 shares; 2024Q2: 5,670 shares; 2024Q3: 5,256 shares 5,256 $410K 0.02% -414 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,503 shares; 2023Q4: 23,096 shares; 2024Q1: 25,522 shares; 2024Q2: 37,655 shares; 2024Q3: 40,850 shares 40,850 $409K 0.02% +3,195 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,472 shares; 2023Q4: 38,021 shares; 2024Q1: 38,108 shares; 2024Q2: 19,375 shares; 2024Q3: 17,372 shares 17,372 $408K 0.02% -2,003 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,961 shares; 2023Q4: 11,261 shares; 2024Q1: 11,111 shares; 2024Q2: 10,890 shares; 2024Q3: 11,764 shares 11,764 $403K 0.02% +874 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,655 shares; 2023Q4: 7,048 shares; 2024Q1: 6,528 shares; 2024Q2: 6,412 shares; 2024Q3: 4,986 shares 4,986 $403K 0.02% -1,426 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,688 shares; 2023Q4: 2,600 shares; 2024Q1: 2,881 shares; 2024Q2: 3,052 shares; 2024Q3: 3,222 shares 3,222 $401K 0.02% +170 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,525 shares; 2023Q4: 4,425 shares; 2024Q1: 4,360 shares; 2024Q2: 3,950 shares; 2024Q3: 3,940 shares 3,940 $401K 0.02% -10 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,104 shares; 2023Q4: 40,075 shares; 2024Q1: 15,133 shares; 2024Q2: 11,626 shares; 2024Q3: 10,915 shares 10,915 $398K 0.02% -711 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,718 shares; 2023Q4: 4,272 shares; 2024Q1: 4,637 shares; 2024Q2: 4,947 shares; 2024Q3: 6,017 shares 6,017 $397K 0.02% +1,070 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,005 shares; 2023Q4: 6,405 shares; 2024Q1: 6,405 shares; 2024Q2: 6,405 shares; 2024Q3: 6,325 shares 6,325 $394K 0.02% -80 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,146 shares; 2023Q4: 4,159 shares; 2024Q1: 4,298 shares; 2024Q2: 3,708 shares; 2024Q3: 9,518 shares 9,518 $392K 0.02% +5,810 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,807 shares; 2023Q4: 4,830 shares; 2024Q1: 4,852 shares; 2024Q2: 4,873 shares; 2024Q3: 4,998 shares 4,998 $391K 0.02% +125 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,072 shares; 2023Q4: 6,051 shares; 2024Q1: 6,384 shares; 2024Q2: 5,999 shares; 2024Q3: 5,968 shares 5,968 $389K 0.02% -31 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,485 shares; 2023Q4: 6,437 shares; 2024Q1: 5,605 shares; 2024Q2: 5,526 shares; 2024Q3: 4,485 shares 4,485 $385K 0.02% -1,041 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,582 shares; 2023Q4: 2,383 shares; 2024Q1: 2,285 shares; 2024Q2: 2,281 shares; 2024Q3: 2,013 shares 2,013 $384K 0.02% -268 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,602 shares; 2023Q4: 6,184 shares; 2024Q1: 6,547 shares; 2024Q2: 5,746 shares; 2024Q3: 4,685 shares 4,685 $381K 0.02% -1,061 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,301 shares; 2023Q4: 9,978 shares; 2024Q1: 10,878 shares; 2024Q2: 10,965 shares; 2024Q3: 15,189 shares 15,189 $377K 0.02% +4,224 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 400 shares; 2024Q2: 1,820 shares; 2024Q3: 5,120 shares 5,120 $375K 0.02% +3,300 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,703 shares; 2023Q4: 4,758 shares; 2024Q1: 5,062 shares; 2024Q2: 4,987 shares; 2024Q3: 7,254 shares 7,254 $375K 0.02% +2,267 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,153 shares; 2023Q4: 9,649 shares; 2024Q1: 9,054 shares; 2024Q2: 7,727 shares; 2024Q3: 5,579 shares 5,579 $374K 0.02% -2,148 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,347 shares; 2023Q4: 7,735 shares; 2024Q1: 7,200 shares; 2024Q2: 6,212 shares; 2024Q3: 4,931 shares 4,931 $372K 0.02% -1,281 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,411 shares; 2023Q4: 9,896 shares; 2024Q1: 9,742 shares; 2024Q2: 19,925 shares; 2024Q3: 18,556 shares 18,556 $369K 0.02% -1,369 DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,788 shares; 2023Q4: 1,489 shares; 2024Q1: 1,482 shares; 2024Q2: 1,549 shares; 2024Q3: 1,325 shares 1,325 $369K 0.02% -224 Timeline SPLV 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,342 shares; 2023Q4: 4,342 shares; 2024Q1: 4,908 shares; 2024Q2: 4,983 shares; 2024Q3: 5,122 shares 5,122 $367K 0.02% +139 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 253 shares; 2023Q4: 4,071 shares; 2024Q1: 5,869 shares; 2024Q2: 6,104 shares; 2024Q3: 5,729 shares 5,729 $366K 0.02% -375 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 7,856 shares; 2024Q2: 10,642 shares; 2024Q3: 13,050 shares 13,050 $366K 0.02% +2,408 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39 shares; 2023Q4: 651 shares; 2024Q1: 779 shares; 2024Q2: 756 shares; 2024Q3: 738 shares 738 $363K 0.02% -18 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,270 shares; 2023Q4: 1,416 shares; 2024Q1: 1,597 shares; 2024Q2: 1,539 shares; 2024Q3: 1,474 shares 1,474 $362K 0.02% -65 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 232 shares; 2023Q4: 230 shares; 2024Q1: 184 shares; 2024Q2: 855 shares; 2024Q3: 616 shares 616 $359K 0.02% -239 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,343 shares; 2023Q4: 2,331 shares; 2024Q1: 4,112 shares; 2024Q2: 7,451 shares; 2024Q3: 9,617 shares 9,617 $358K 0.02% +2,166 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,836 shares; 2023Q4: 22,223 shares; 2024Q1: 24,087 shares; 2024Q2: 24,087 shares; 2024Q3: 23,887 shares 23,887 $357K 0.02% -200 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 454 shares; 2023Q4: 593 shares; 2024Q1: 953 shares; 2024Q2: 1,044 shares; 2024Q3: 1,434 shares 1,434 $356K 0.02% +390 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,161 shares; 2023Q4: 2,662 shares; 2024Q1: 19,121 shares; 2024Q2: 16,904 shares; 2024Q3: 15,914 shares 15,914 $356K 0.02% -990 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,463 shares; 2023Q4: 12,787 shares; 2024Q1: 14,118 shares; 2024Q2: 14,862 shares; 2024Q3: 18,217 shares 18,217 $355K 0.02% +3,355 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,630 shares; 2023Q4: 2,116 shares; 2024Q1: 2,048 shares; 2024Q2: 2,027 shares; 2024Q3: 1,857 shares 1,857 $354K 0.02% -170 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,901 shares; 2023Q4: 4,478 shares; 2024Q1: 4,367 shares; 2024Q2: 4,947 shares; 2024Q3: 4,873 shares 4,873 $354K 0.02% -74 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 344 shares; 2024Q1: 416 shares; 2024Q2: 356 shares; 2024Q3: 902 shares 902 $353K 0.02% +546 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 344 shares; 2023Q4: 342 shares; 2024Q1: 307 shares; 2024Q2: 316 shares; 2024Q3: 306 shares 306 $352K 0.02% -10 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,448 shares; 2023Q4: 15,281 shares; 2024Q1: 15,352 shares; 2024Q2: 16,474 shares; 2024Q3: 14,669 shares 14,669 $351K 0.02% -1,805 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,777 shares; 2023Q4: 1,776 shares; 2024Q1: 1,779 shares; 2024Q2: 1,781 shares; 2024Q3: 1,834 shares 1,834 $348K 0.02% +53 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,258 shares; 2023Q4: 30,434 shares; 2024Q1: 8,220 shares; 2024Q2: 7,562 shares; 2024Q3: 8,306 shares 8,306 $347K 0.02% +744 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 66,988 shares; 2023Q4: 13,006 shares; 2024Q1: 5,471 shares; 2024Q2: 4,900 shares; 2024Q3: 4,271 shares 4,271 $345K 0.02% -629 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,306 shares; 2023Q4: 16,565 shares; 2024Q1: 16,675 shares; 2024Q2: 17,073 shares; 2024Q3: 17,495 shares 17,495 $344K 0.02% +422 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,063 shares; 2023Q4: 1,817 shares; 2024Q1: 1,914 shares; 2024Q2: 1,851 shares; 2024Q3: 2,171 shares 2,171 $343K 0.02% +320 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,520 shares; 2023Q4: 4,584 shares; 2024Q1: 4,428 shares; 2024Q2: 4,435 shares; 2024Q3: 4,261 shares 4,261 $343K 0.02% -174 Timeline FCG 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,992 shares; 2023Q4: 14,114 shares; 2024Q1: 14,143 shares; 2024Q2: 14,300 shares; 2024Q3: 14,429 shares 14,429 $343K 0.02% +129 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,217 shares; 2023Q4: 4,972 shares; 2024Q1: 4,525 shares; 2024Q2: 4,570 shares; 2024Q3: 4,449 shares 4,449 $341K 0.02% -121 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 2,905 shares; 2024Q1: 3,329 shares; 2024Q2: 4,600 shares; 2024Q3: 5,600 shares 5,600 $340K 0.02% +1,000 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,390 shares; 2023Q4: 11,219 shares; 2024Q1: 10,491 shares; 2024Q2: 11,941 shares; 2024Q3: 3,064 shares 3,064 $338K 0.02% -8,877 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81 shares; 2023Q4: 87 shares; 2024Q1: 98 shares; 2024Q2: 1,271 shares; 2024Q3: 1,690 shares 1,690 $336K 0.02% +419 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,637 shares; 2023Q4: 9,412 shares; 2024Q1: 9,349 shares; 2024Q2: 9,924 shares; 2024Q3: 11,759 shares 11,759 $334K 0.02% +1,835 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,957 shares; 2023Q4: 7,787 shares; 2024Q1: 7,870 shares; 2024Q2: 7,596 shares; 2024Q3: 7,987 shares 7,987 $334K 0.02% +391 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 1,610 shares 1,610 $334K 0.02% +1,610 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,949 shares; 2023Q4: 7,000 shares; 2024Q1: 6,966 shares; 2024Q2: 7,075 shares; 2024Q3: 7,197 shares 7,197 $333K 0.02% +122 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,506 shares; 2023Q4: 1,456 shares; 2024Q1: 1,406 shares; 2024Q2: 1,321 shares; 2024Q3: 1,172 shares 1,172 $333K 0.02% -149 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,942 shares; 2023Q4: 12,332 shares; 2024Q1: 11,599 shares; 2024Q2: 10,130 shares; 2024Q3: 8,446 shares 8,446 $331K 0.02% -1,684 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,324 shares; 2023Q4: 13,433 shares; 2024Q1: 13,522 shares; 2024Q2: 13,618 shares; 2024Q3: 13,729 shares 13,729 $331K 0.02% +111 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,635 shares; 2023Q4: 13,599 shares; 2024Q1: 11,651 shares; 2024Q2: 11,411 shares; 2024Q3: 11,535 shares 11,535 $330K 0.02% +124 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 641 shares; 2023Q4: 20,172 shares; 2024Q1: 32,983 shares; 2024Q2: 27,925 shares; 2024Q3: 4,605 shares 4,605 $329K 0.02% -23,320 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,627 shares; 2023Q4: 17,186 shares; 2024Q1: 15,628 shares; 2024Q2: 14,881 shares; 2024Q3: 10,892 shares 10,892 $329K 0.02% -3,989 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,253 shares; 2023Q4: 2,877 shares; 2024Q1: 3,211 shares; 2024Q2: 3,367 shares; 2024Q3: 3,049 shares 3,049 $326K 0.02% -318 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,134 shares; 2023Q4: 4,188 shares; 2024Q1: 3,863 shares; 2024Q2: 3,443 shares; 2024Q3: 3,030 shares 3,030 $326K 0.02% -413 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,047 shares; 2023Q4: 2,993 shares; 2024Q1: 3,097 shares; 2024Q2: 2,293 shares; 2024Q3: 2,480 shares 2,480 $326K 0.02% +187 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 14,125 shares 14,125 $325K 0.02% +14,125 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 387 shares; 2023Q4: 455 shares; 2024Q1: 454 shares; 2024Q2: 294 shares; 2024Q3: 828 shares 828 $323K 0.02% +534 Timeline QSPT 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,708 shares; 2023Q4: 44,280 shares; 2024Q1: 13,041 shares; 2024Q2: 12,636 shares; 2024Q3: 12,054 shares 12,054 $322K 0.02% -582 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,023 shares; 2023Q4: 3,698 shares; 2024Q1: 2,676 shares; 2024Q2: 2,473 shares; 2024Q3: 2,105 shares 2,105 $322K 0.02% -368 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,973 shares; 2023Q4: 13,094 shares; 2024Q1: 13,077 shares; 2024Q2: 13,245 shares; 2024Q3: 6,488 shares 6,488 $322K 0.02% -6,757 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,014 shares; 2023Q4: 5,305 shares; 2024Q1: 5,399 shares; 2024Q2: 2,235 shares; 2024Q3: 2,792 shares 2,792 $321K 0.02% +557 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,365 shares; 2023Q4: 6,101 shares; 2024Q1: 5,208 shares; 2024Q2: 6,078 shares; 2024Q3: 5,096 shares 5,096 $320K 0.02% -982 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 393 shares; 2024Q1: 2,499 shares; 2024Q2: 2,543 shares; 2024Q3: 3,733 shares 3,733 $318K 0.02% +1,190 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,652 shares; 2023Q4: 12,271 shares; 2024Q1: 11,003 shares; 2024Q2: 10,219 shares; 2024Q3: 7,553 shares 7,553 $317K 0.02% -2,666 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,823 shares; 2023Q4: 5,901 shares; 2024Q1: 5,977 shares; 2024Q2: 6,051 shares; 2024Q3: 5,796 shares 5,796 $315K 0.02% -255 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,546 shares; 2023Q4: 16,309 shares; 2024Q1: 18,077 shares; 2024Q2: 17,661 shares; 2024Q3: 20,890 shares 20,890 $314K 0.02% +3,229 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 441 shares; 2023Q4: 441 shares; 2024Q1: 342 shares; 2024Q2: 1,563 shares; 2024Q3: 1,891 shares 1,891 $314K 0.02% +328 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,296 shares; 2023Q4: 4,406 shares; 2024Q1: 4,324 shares; 2024Q2: 3,960 shares; 2024Q3: 3,720 shares 3,720 $312K 0.02% -240 Timeline JEPQ 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,301 shares; 2023Q4: 6,486 shares; 2024Q1: 6,771 shares; 2024Q2: 5,857 shares; 2024Q3: 5,617 shares 5,617 $309K 0.02% -240 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,271 shares; 2023Q4: 2,347 shares; 2024Q1: 2,380 shares; 2024Q2: 2,419 shares; 2024Q3: 2,295 shares 2,295 $307K 0.02% -124 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,206 shares; 2023Q4: 8,436 shares; 2024Q1: 5,066 shares; 2024Q2: 4,957 shares; 2024Q3: 4,518 shares 4,518 $305K 0.02% -439 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,308 shares; 2023Q4: 1,283 shares; 2024Q1: 1,035 shares; 2024Q2: 431 shares; 2024Q3: 372 shares 372 $304K 0.02% -59 IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,881 shares; 2023Q4: 6,071 shares; 2024Q1: 6,084 shares; 2024Q2: 6,021 shares; 2024Q3: 6,112 shares 6,112 $304K 0.02% +91 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 288 shares; 2023Q4: 299 shares; 2024Q1: 348 shares; 2024Q2: 1,498 shares; 2024Q3: 1,713 shares 1,713 $303K 0.02% +215 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 704 shares; 2023Q4: 681 shares; 2024Q1: 727 shares; 2024Q2: 726 shares; 2024Q3: 690 shares 690 $302K 0.02% -36 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 533 shares; 2023Q4: 510 shares; 2024Q1: 446 shares; 2024Q2: 373 shares; 2024Q3: 326 shares 326 $302K 0.02% -47 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,354 shares; 2023Q4: 5,645 shares; 2024Q1: 5,835 shares; 2024Q2: 5,051 shares; 2024Q3: 4,645 shares 4,645 $301K 0.02% -406 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,452 shares; 2023Q4: 2,305 shares; 2024Q1: 1,685 shares; 2024Q2: 1,662 shares; 2024Q3: 2,237 shares 2,237 $300K 0.02% +575 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 231 shares; 2023Q4: 195 shares; 2024Q1: 3,233 shares; 2024Q2: 3,581 shares; 2024Q3: 3,586 shares 3,586 $300K 0.02% +5 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,529 shares; 2023Q4: 5,849 shares; 2024Q1: 6,419 shares; 2024Q2: 5,983 shares; 2024Q3: 6,290 shares 6,290 $299K 0.02% +307 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,703 shares; 2023Q4: 2,874 shares; 2024Q1: 4,311 shares; 2024Q2: 4,274 shares; 2024Q3: 4,728 shares 4,728 $291K 0.02% +454 Timeline FLNA FILANA THERAPEUTICS INC More: the full row for FILANA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,443 shares; 2023Q4: 2,443 shares; 2024Q1: 2,443 shares; 2024Q2: 5,866 shares; 2024Q3: 9,827 shares 9,827 $289K 0.02% +3,961 Timeline FJUL 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,965 shares; 2023Q4: 2,965 shares; 2024Q1: 2,764 shares; 2024Q2: 2,637 shares; 2024Q3: 6,006 shares 6,006 $289K 0.02% +3,369 Timeline SAUG 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,358 shares; 2023Q4: 12,358 shares; 2024Q1: 12,358 shares; 2024Q2: 12,358 shares; 2024Q3: 12,358 shares 12,358 $289K 0.02% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,426 shares; 2023Q4: 6,151 shares; 2024Q1: 6,151 shares; 2024Q2: 6,233 shares; 2024Q3: 6,026 shares 6,026 $285K 0.02% -207 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,039 shares; 2023Q4: 9,668 shares; 2024Q1: 9,576 shares; 2024Q2: 9,641 shares; 2024Q3: 9,628 shares 9,628 $285K 0.02% -13 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 700 shares; 2024Q1: 5,210 shares; 2024Q2: 4,760 shares; 2024Q3: 5,620 shares 5,620 $283K 0.02% +860 Timeline VIOG 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,608 shares; 2023Q4: 18,078 shares; 2024Q1: 3,581 shares; 2024Q2: 3,152 shares; 2024Q3: 2,359 shares 2,359 $283K 0.02% -793 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,487 shares; 2023Q4: 1,487 shares; 2024Q1: 2,026 shares; 2024Q2: 2,026 shares; 2024Q3: 2,106 shares 2,106 $282K 0.02% +80 Timeline GMAY 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,696 shares; 2023Q4: 3,696 shares; 2024Q1: 3,696 shares; 2024Q2: 79,048 shares; 2024Q3: 7,708 shares 7,708 $279K 0.02% -71,340 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,621 shares; 2023Q4: 1,390 shares; 2024Q1: 1,383 shares; 2024Q2: 1,368 shares; 2024Q3: 3,135 shares 3,135 $279K 0.02% +1,767 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,072 shares; 2023Q4: 1,043 shares; 2024Q1: 1,113 shares; 2024Q2: 1,129 shares; 2024Q3: 1,176 shares 1,176 $279K 0.02% +47 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,864 shares; 2023Q4: 5,561 shares; 2024Q1: 5,561 shares; 2024Q2: 5,518 shares; 2024Q3: 4,480 shares 4,480 $279K 0.02% -1,038 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 201 shares; 2023Q4: 143 shares; 2024Q1: 168 shares; 2024Q2: 1,468 shares; 2024Q3: 1,400 shares 1,400 $277K 0.02% -68 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,016 shares; 2023Q4: 3,558 shares; 2024Q1: 3,492 shares; 2024Q2: 3,221 shares; 2024Q3: 2,457 shares 2,457 $275K 0.02% -764 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,789 shares; 2023Q4: 5,595 shares; 2024Q1: 5,673 shares; 2024Q2: 5,150 shares; 2024Q3: 5,628 shares 5,628 $273K 0.02% +478 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,306 shares; 2023Q4: 6,169 shares; 2024Q1: 6,836 shares; 2024Q2: 6,538 shares; 2024Q3: 10,828 shares 10,828 $272K 0.02% +4,290 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,040 shares; 2023Q4: 9,040 shares; 2024Q1: 9,040 shares; 2024Q2: 9,070 shares; 2024Q3: 8,270 shares 8,270 $271K 0.02% -800 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,254 shares; 2023Q4: 2,198 shares; 2024Q1: 2,273 shares; 2024Q2: 2,300 shares; 2024Q3: 2,191 shares 2,191 $268K 0.02% -109 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 652 shares; 2023Q4: 699 shares; 2024Q1: 921 shares; 2024Q2: 905 shares; 2024Q3: 3,819 shares 3,819 $267K 0.02% +2,914 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,122 shares; 2023Q4: 8,713 shares; 2024Q1: 8,663 shares; 2024Q2: 7,660 shares; 2024Q3: 6,458 shares 6,458 $266K 0.02% -1,202 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,518 shares; 2023Q4: 10,048 shares; 2024Q1: 6,471 shares; 2024Q2: 2,294 shares; 2024Q3: 2,256 shares 2,256 $266K 0.02% -38 Timeline XSEP 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,136 shares; 2023Q4: 7,446 shares; 2024Q1: 7,446 shares; 2024Q2: 7,706 shares; 2024Q3: 6,931 shares 6,931 $266K 0.02% -775 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 692 shares; 2023Q4: 1,052 shares; 2024Q1: 1,402 shares; 2024Q2: 1,318 shares; 2024Q3: 2,403 shares 2,403 $266K 0.02% +1,085 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 616 shares; 2023Q4: 596 shares; 2024Q1: 1,505 shares; 2024Q2: 1,802 shares; 2024Q3: 1,842 shares 1,842 $265K 0.02% +40 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 509 shares; 2023Q4: 508 shares; 2024Q1: 502 shares; 2024Q2: 515 shares; 2024Q3: 563 shares 563 $265K 0.02% +48 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,900 shares; 2023Q4: 7,900 shares; 2024Q1: 7,900 shares; 2024Q2: 7,833 shares; 2024Q3: 6,893 shares 6,893 $262K 0.02% -940 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 772 shares; 2023Q4: 788 shares; 2024Q1: 713 shares; 2024Q2: 851 shares; 2024Q3: 789 shares 789 $262K 0.02% -62 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 605 shares; 2023Q4: 914 shares; 2024Q1: 4,004 shares; 2024Q2: 5,120 shares; 2024Q3: 5,158 shares 5,158 $261K 0.02% +38 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,275 shares; 2023Q4: 6,275 shares; 2024Q1: 6,275 shares; 2024Q2: 6,275 shares; 2024Q3: 6,275 shares 6,275 $260K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,175 shares; 2023Q4: 5,229 shares; 2024Q1: 5,229 shares; 2024Q2: 5,445 shares; 2024Q3: 5,591 shares 5,591 $256K 0.02% +146 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,757 shares; 2023Q4: 404 shares; 2024Q1: 959 shares; 2024Q2: 1,263 shares; 2024Q3: 1,263 shares 1,263 $256K 0.02% 0 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,416 shares; 2023Q4: 3,396 shares; 2024Q1: 3,118 shares; 2024Q2: 3,071 shares; 2024Q3: 2,953 shares 2,953 $254K 0.02% -118 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,625 shares; 2023Q4: 766 shares; 2024Q1: 1,154 shares; 2024Q2: 1,459 shares; 2024Q3: 1,771 shares 1,771 $254K 0.02% +312 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 944 shares; 2023Q4: 1,027 shares; 2024Q1: 1,326 shares; 2024Q2: 1,702 shares; 2024Q3: 1,880 shares 1,880 $254K 0.02% +178 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,069 shares; 2023Q4: 12,819 shares; 2024Q1: 12,319 shares; 2024Q2: 12,194 shares; 2024Q3: 11,594 shares 11,594 $254K 0.02% -600 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,232 shares; 2023Q4: 2,123 shares; 2024Q1: 2,085 shares; 2024Q2: 2,087 shares; 2024Q3: 2,126 shares 2,126 $252K 0.02% +39 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 542 shares; 2023Q4: 89 shares; 2024Q1: 475 shares; 2024Q2: 2,047 shares; 2024Q3: 1,579 shares 1,579 $252K 0.01% -468 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,057 shares; 2023Q4: 1,832 shares; 2024Q1: 1,923 shares; 2024Q2: 1,904 shares; 2024Q3: 1,899 shares 1,899 $251K 0.01% -5 Timeline CIBR 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,511 shares; 2023Q4: 3,948 shares; 2024Q1: 4,738 shares; 2024Q2: 4,352 shares; 2024Q3: 4,237 shares 4,237 $251K 0.01% -115 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 2,723 shares; 2024Q3: 2,553 shares 2,553 $250K 0.01% -170 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 47,704 shares 47,704 $249K 0.01% +47,704 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 511 shares; 2023Q4: 511 shares; 2024Q1: 191 shares; 2024Q2: 160 shares; 2024Q3: 14,214 shares 14,214 $248K 0.01% +14,054 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,342 shares; 2023Q4: 1,142 shares; 2024Q1: 1,198 shares; 2024Q2: 1,192 shares; 2024Q3: 1,222 shares 1,222 $247K 0.01% +30 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,210 shares; 2023Q4: 3,552 shares; 2024Q1: 3,351 shares; 2024Q2: 3,780 shares; 2024Q3: 3,156 shares 3,156 $246K 0.01% -624 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 360 shares; 2023Q4: 805 shares; 2024Q1: 3,425 shares; 2024Q2: 5,546 shares; 2024Q3: 7,962 shares 7,962 $245K 0.01% +2,416 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,935 shares; 2023Q4: 2,840 shares; 2024Q1: 3,256 shares; 2024Q2: 3,294 shares; 2024Q3: 3,013 shares 3,013 $245K 0.01% -281 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,342 shares; 2023Q4: 5,342 shares; 2024Q1: 5,342 shares; 2024Q2: 5,342 shares; 2024Q3: 5,105 shares 5,105 $244K 0.01% -237 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,412 shares; 2023Q4: 1,412 shares; 2024Q1: 1,328 shares; 2024Q2: 2,914 shares; 2024Q3: 2,914 shares 2,914 $243K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,772 shares; 2023Q4: 4,022 shares; 2024Q1: 4,050 shares; 2024Q2: 4,035 shares; 2024Q3: 3,830 shares 3,830 $242K 0.01% -205 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,646 shares; 2023Q4: 2,636 shares; 2024Q1: 2,646 shares; 2024Q2: 2,596 shares; 2024Q3: 2,516 shares 2,516 $240K 0.01% -80 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,324 shares; 2023Q4: 5,672 shares; 2024Q1: 7,873 shares; 2024Q2: 8,827 shares; 2024Q3: 8,284 shares 8,284 $240K 0.01% -543 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 636 shares; 2023Q4: 1,822 shares; 2024Q1: 1,522 shares; 2024Q2: 1,340 shares; 2024Q3: 1,708 shares 1,708 $239K 0.01% +368 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,314 shares; 2023Q4: 3,763 shares; 2024Q1: 3,852 shares; 2024Q2: 3,854 shares; 2024Q3: 3,774 shares 3,774 $238K 0.01% -80 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,191 shares 1,191 $237K 0.01% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,579 shares; 2023Q4: 16,861 shares; 2024Q1: 16,134 shares; 2024Q2: 15,505 shares; 2024Q3: 13,457 shares 13,457 $236K 0.01% -2,048 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,726 shares; 2023Q4: 22,472 shares; 2024Q1: 4,283 shares; 2024Q2: 3,071 shares; 2024Q3: 2,810 shares 2,810 $236K 0.01% -261 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 9,974 shares 9,974 $235K 0.01% +9,974 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 310 shares; 2023Q4: 341 shares; 2024Q1: 364 shares; 2024Q2: 418 shares; 2024Q3: 1,121 shares 1,121 $235K 0.01% +703 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,488 shares; 2023Q4: 43,048 shares; 2024Q1: 4,404 shares; 2024Q2: 3,982 shares; 2024Q3: 3,955 shares 3,955 $234K 0.01% -27 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,688 shares; 2023Q4: 1,439 shares; 2024Q1: 1,411 shares; 2024Q2: 1,260 shares; 2024Q3: 1,213 shares 1,213 $234K 0.01% -47 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,860 shares; 2023Q4: 4,860 shares; 2024Q1: 4,590 shares; 2024Q2: 4,590 shares; 2024Q3: 4,590 shares 4,590 $232K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,755 shares; 2023Q4: 1,716 shares; 2024Q1: 1,758 shares; 2024Q2: 1,731 shares; 2024Q3: 1,402 shares 1,402 $230K 0.01% -329 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,149 shares; 2023Q4: 1,306 shares; 2024Q1: 1,301 shares; 2024Q2: 1,374 shares; 2024Q3: 1,374 shares 1,374 $229K 0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 1,031 shares 1,031 $229K 0.01% +1,031 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,620 shares; 2023Q4: 3,720 shares; 2024Q1: 3,720 shares; 2024Q2: 3,720 shares; 2024Q3: 3,720 shares 3,720 $229K 0.01% 0 Timeline GSLC 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,651 shares; 2023Q4: 2,323 shares; 2024Q1: 2,323 shares; 2024Q2: 2,323 shares; 2024Q3: 2,016 shares 2,016 $228K 0.01% -307 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,849 shares; 2023Q4: 4,749 shares; 2024Q1: 8,724 shares; 2024Q2: 12,544 shares; 2024Q3: 5,500 shares 5,500 $227K 0.01% -7,044 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,401 shares; 2023Q4: 1,230 shares; 2024Q1: 1,287 shares; 2024Q2: 1,290 shares; 2024Q3: 1,313 shares 1,313 $225K 0.01% +23 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,323 shares; 2023Q4: 3,373 shares; 2024Q1: 3,198 shares; 2024Q2: 2,545 shares; 2024Q3: 2,445 shares 2,445 $225K 0.01% -100 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,526 shares; 2023Q4: 1,499 shares; 2024Q1: 1,455 shares; 2024Q2: 1,678 shares; 2024Q3: 2,150 shares 2,150 $224K 0.01% +472 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,815 shares; 2023Q4: 10,122 shares; 2024Q1: 9,064 shares; 2024Q2: 8,899 shares; 2024Q3: 7,999 shares 7,999 $222K 0.01% -900 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,142 shares; 2023Q4: 11,338 shares; 2024Q1: 11,594 shares; 2024Q2: 20,663 shares; 2024Q3: 10,918 shares 10,918 $221K 0.01% -9,745 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,215 shares; 2023Q4: 1,190 shares; 2024Q1: 1,061 shares; 2024Q2: 1,025 shares; 2024Q3: 955 shares 955 $220K 0.01% -70 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,682 shares; 2023Q4: 2,432 shares; 2024Q1: 2,464 shares; 2024Q2: 2,534 shares; 2024Q3: 2,924 shares 2,924 $220K 0.01% +390 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,562 shares; 2023Q4: 4,331 shares; 2024Q1: 5,095 shares; 2024Q2: 5,183 shares; 2024Q3: 5,072 shares 5,072 $220K 0.01% -111 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,925 shares; 2023Q4: 1,925 shares; 2024Q1: 1,700 shares; 2024Q2: 1,778 shares; 2024Q3: 1,778 shares 1,778 $220K 0.01% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 3,775 shares; 2024Q2: 4,616 shares; 2024Q3: 6,608 shares 6,608 $220K 0.01% +1,992 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,159 shares; 2023Q4: 1,159 shares; 2024Q1: 1,197 shares; 2024Q2: 1,197 shares; 2024Q3: 2,005 shares 2,005 $219K 0.01% +808 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,251 shares; 2023Q4: 2,052 shares; 2024Q1: 2,130 shares; 2024Q2: 2,161 shares; 2024Q3: 2,164 shares 2,164 $219K 0.01% +3 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,208 shares; 2023Q4: 1,948 shares; 2024Q1: 2,008 shares; 2024Q2: 1,984 shares; 2024Q3: 1,958 shares 1,958 $219K 0.01% -26 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,090 shares; 2023Q4: 1,232 shares; 2024Q1: 1,119 shares; 2024Q2: 1,440 shares; 2024Q3: 1,477 shares 1,477 $219K 0.01% +37 Timeline XJUN 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,032 shares; 2023Q4: 4,032 shares; 2024Q1: 4,032 shares; 2024Q2: 4,032 shares; 2024Q3: 5,738 shares 5,738 $218K 0.01% +1,706 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 696 shares; 2023Q4: 704 shares; 2024Q1: 761 shares; 2024Q2: 782 shares; 2024Q3: 824 shares 824 $218K 0.01% +42 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,044 shares; 2023Q4: 4,401 shares; 2024Q1: 4,401 shares; 2024Q2: 4,165 shares; 2024Q3: 3,346 shares 3,346 $217K 0.01% -819 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,157 shares; 2023Q4: 5,617 shares; 2024Q1: 4,925 shares; 2024Q2: 4,990 shares; 2024Q3: 4,327 shares 4,327 $216K 0.01% -663 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 742 shares; 2024Q1: 3,288 shares; 2024Q2: 3,288 shares; 2024Q3: 6,096 shares 6,096 $215K 0.01% +2,808 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,023 shares; 2023Q4: 1,859 shares; 2024Q1: 1,983 shares; 2024Q2: 2,010 shares; 2024Q3: 2,127 shares 2,127 $215K 0.01% +117 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 7,522 shares 7,522 $215K 0.01% +7,522 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,778 shares; 2023Q4: 12,278 shares; 2024Q1: 12,331 shares; 2024Q2: 12,331 shares; 2024Q3: 21,147 shares 21,147 $214K 0.01% +8,816 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,480 shares; 2023Q4: 2,109 shares; 2024Q1: 2,250 shares; 2024Q2: 2,297 shares; 2024Q3: 2,372 shares 2,372 $213K 0.01% +75 Timeline FXR 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,748 shares; 2023Q4: 1,748 shares; 2024Q1: 1,748 shares; 2024Q2: 1,748 shares; 2024Q3: 2,809 shares 2,809 $213K 0.01% +1,061 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,718 shares; 2023Q4: 4,693 shares; 2024Q1: 21,965 shares; 2024Q2: 4,706 shares; 2024Q3: 4,413 shares 4,413 $212K 0.01% -293 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,570 shares; 2023Q4: 1,349 shares; 2024Q1: 1,433 shares; 2024Q2: 1,416 shares; 2024Q3: 1,452 shares 1,452 $212K 0.01% +36 Timeline XAUG 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,764 shares; 2023Q4: 4,764 shares; 2024Q1: 4,764 shares; 2024Q2: 4,764 shares; 2024Q3: 6,264 shares 6,264 $211K 0.01% +1,500 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,634 shares; 2023Q4: 7,715 shares; 2024Q1: 7,651 shares; 2024Q2: 5,489 shares; 2024Q3: 7,816 shares 7,816 $211K 0.01% +2,327 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,017 shares; 2024Q2: 2,611 shares; 2024Q3: 4,177 shares 4,177 $210K 0.01% +1,566 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,137 shares; 2023Q4: 2,633 shares; 2024Q1: 2,890 shares; 2024Q2: 4,849 shares; 2024Q3: 4,681 shares 4,681 $210K 0.01% -168 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,712 shares; 2023Q4: 2,349 shares; 2024Q1: 2,455 shares; 2024Q2: 2,369 shares; 2024Q3: 2,436 shares 2,436 $209K 0.01% +67 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 514 shares; 2023Q4: 521 shares; 2024Q1: 953 shares; 2024Q2: 825 shares; 2024Q3: 903 shares 903 $208K 0.01% +78 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,165 shares; 2023Q4: 2,165 shares; 2024Q1: 2,165 shares; 2024Q2: 2,165 shares; 2024Q3: 2,015 shares 2,015 $208K 0.01% -150 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69 shares; 2023Q4: 166 shares; 2024Q1: 166 shares; 2024Q2: 166 shares; 2024Q3: 2,846 shares 2,846 $208K 0.01% +2,680 Timeline FXN 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,695 shares; 2023Q4: 2,702 shares; 2024Q1: 2,889 shares; 2024Q2: 13,632 shares; 2024Q3: 12,764 shares 12,764 $207K 0.01% -868 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 102 shares; 2023Q4: 311 shares; 2024Q1: 502 shares; 2024Q2: 2,072 shares; 2024Q3: 3,079 shares 3,079 $207K 0.01% +1,007 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,107 shares; 2023Q4: 2,350 shares; 2024Q1: 3,807 shares; 2024Q2: 3,862 shares; 2024Q3: 4,659 shares 4,659 $206K 0.01% +797 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,508 shares; 2023Q4: 4,226 shares; 2024Q1: 34,438 shares; 2024Q2: 32,440 shares; 2024Q3: 5,469 shares 5,469 $206K 0.01% -26,971 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,227 shares; 2023Q4: 5,302 shares; 2024Q1: 4,850 shares; 2024Q2: 4,886 shares; 2024Q3: 5,005 shares 5,005 $206K 0.01% +119 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35 shares; 2023Q4: 46 shares; 2024Q1: 759 shares; 2024Q2: 1,530 shares; 2024Q3: 1,958 shares 1,958 $204K 0.01% +428 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 560 shares; 2023Q4: 560 shares; 2024Q1: 560 shares; 2024Q2: 560 shares; 2024Q3: 610 shares 610 $204K 0.01% +50 Timeline SMARTSHEET INC. (CLASS A) SMARTSHEET INC. (CLASS A) More: the full row for SMARTSHEET INC. (CLASS A) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 182 shares; 2023Q4: 226 shares; 2024Q1: 550 shares; 2024Q2: 2,511 shares; 2024Q3: 3,685 shares 3,685 $204K 0.01% +1,174 DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,369 shares; 2023Q4: 3,775 shares; 2024Q1: 3,665 shares; 2024Q2: 3,665 shares; 2024Q3: 3,665 shares 3,665 $204K 0.01% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,886 shares; 2023Q4: 9,886 shares; 2024Q1: 9,886 shares; 2024Q2: 9,886 shares; 2024Q3: 9,219 shares 9,219 $204K 0.01% -667 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,714 shares; 2023Q4: 5,248 shares; 2024Q1: 5,082 shares; 2024Q2: 2,749 shares; 2024Q3: 1,278 shares 1,278 $203K 0.01% -1,471 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 465 shares; 2023Q4: 1,367 shares; 2024Q1: 1,613 shares; 2024Q2: 844 shares; 2024Q3: 1,539 shares 1,539 $201K 0.01% +695 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 117 shares; 2024Q3: 3,195 shares 3,195 $201K 0.01% +3,078 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 774 shares; 2023Q4: 690 shares; 2024Q1: 650 shares; 2024Q2: 638 shares; 2024Q3: 625 shares 625 $199K 0.01% -13 DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 501 shares; 2023Q4: 11,675 shares; 2024Q1: 13,476 shares; 2024Q2: 16,500 shares; 2024Q3: 11,811 shares 11,811 $199K 0.01% -4,689 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 198 shares; 2024Q2: 632 shares; 2024Q3: 632 shares 632 $199K 0.01% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 275 shares; 2023Q4: 3,130 shares; 2024Q1: 4,620 shares; 2024Q2: 4,520 shares; 2024Q3: 4,520 shares 4,520 $198K 0.01% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,958 shares; 2023Q4: 9,016 shares; 2024Q1: 8,601 shares; 2024Q2: 8,496 shares; 2024Q3: 7,676 shares 7,676 $198K 0.01% -820 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,481 shares; 2023Q4: 1,672 shares; 2024Q1: 1,854 shares; 2024Q2: 2,340 shares; 2024Q3: 2,413 shares 2,413 $197K 0.01% +73 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,592 shares; 2023Q4: 2,330 shares; 2024Q1: 2,330 shares; 2024Q2: 2,330 shares; 2024Q3: 2,873 shares 2,873 $196K 0.01% +543 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,077 shares; 2023Q4: 7,206 shares; 2024Q1: 7,220 shares; 2024Q2: 6,876 shares; 2024Q3: 5,878 shares 5,878 $196K 0.01% -998 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 532 shares; 2023Q4: 696 shares; 2024Q1: 563 shares; 2024Q2: 698 shares; 2024Q3: 710 shares 710 $196K 0.01% +12 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,946 shares; 2023Q4: 2,542 shares; 2024Q1: 3,062 shares; 2024Q2: 3,128 shares; 2024Q3: 3,145 shares 3,145 $194K 0.01% +17 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,834 shares; 2023Q4: 4,684 shares; 2024Q1: 4,847 shares; 2024Q2: 4,518 shares; 2024Q3: 4,692 shares 4,692 $194K 0.01% +174 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,525 shares; 2023Q4: 1,521 shares; 2024Q1: 1,321 shares; 2024Q2: 1,306 shares; 2024Q3: 1,242 shares 1,242 $193K 0.01% -64 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 956 shares; 2023Q4: 858 shares; 2024Q1: 887 shares; 2024Q2: 1,006 shares; 2024Q3: 973 shares 973 $192K 0.01% -33 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,491 shares; 2023Q4: 4,491 shares; 2024Q1: 4,491 shares; 2024Q2: 4,491 shares; 2024Q3: 4,597 shares 4,597 $192K 0.01% +106 Timeline OPRT OPORTUN FINL CORP More: the full row for OPORTUN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 68,016 shares 68,016 $191K 0.01% +68,016 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 534 shares; 2023Q4: 516 shares; 2024Q1: 1,254 shares; 2024Q2: 3,430 shares; 2024Q3: 3,743 shares 3,743 $190K 0.01% +313 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 84 shares; 2023Q4: 267 shares; 2024Q1: 264 shares; 2024Q2: 249 shares; 2024Q3: 1,363 shares 1,363 $190K 0.01% +1,114 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 491 shares; 2023Q4: 493 shares; 2024Q1: 1,849 shares; 2024Q2: 3,351 shares; 2024Q3: 4,005 shares 4,005 $190K 0.01% +654 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 3,855 shares 3,855 $189K 0.01% +3,855 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 368 shares; 2024Q1: 368 shares; 2024Q2: 2,268 shares; 2024Q3: 5,908 shares 5,908 $189K 0.01% +3,640 Timeline AEYE AUDIOEYE INC More: the full row for AUDIOEYE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 8,203 shares 8,203 $187K 0.01% +8,203 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,645 shares; 2023Q4: 1,645 shares; 2024Q1: 1,445 shares; 2024Q2: 1,445 shares; 2024Q3: 1,345 shares 1,345 $186K 0.01% -100 Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,891 shares; 2023Q4: 4,723 shares; 2024Q1: 4,917 shares; 2024Q2: 4,645 shares; 2024Q3: 4,815 shares 4,815 $186K 0.01% +170 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 1,850 shares; 2024Q2: 2,624 shares; 2024Q3: 3,019 shares 3,019 $186K 0.01% +395 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,460 shares; 2023Q4: 3,511 shares; 2024Q1: 2,712 shares; 2024Q2: 2,344 shares; 2024Q3: 2,339 shares 2,339 $186K 0.01% -5 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 330 shares; 2023Q4: 1,349 shares; 2024Q1: 1,238 shares; 2024Q2: 1,206 shares; 2024Q3: 1,230 shares 1,230 $185K 0.01% +24 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,122 shares; 2023Q4: 1,098 shares; 2024Q1: 1,013 shares; 2024Q2: 769 shares; 2024Q3: 764 shares 764 $184K 0.01% -5 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 695 shares; 2023Q4: 695 shares; 2024Q1: 695 shares; 2024Q2: 695 shares; 2024Q3: 695 shares 695 $184K 0.01% 0 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 58,576 shares; 2023Q4: 17,110 shares; 2024Q1: 5,046 shares; 2024Q2: 5,173 shares; 2024Q3: 5,173 shares 5,173 $183K 0.01% 0 Timeline SPEM 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,203 shares; 2023Q4: 7,083 shares; 2024Q1: 7,078 shares; 2024Q2: 6,916 shares; 2024Q3: 4,430 shares 4,430 $183K 0.01% -2,486 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 17,499 shares 17,499 $183K 0.01% +17,499 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 3,791 shares 3,791 $182K 0.01% +3,791 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 199 shares; 2023Q4: 256 shares; 2024Q1: 293 shares; 2024Q2: 529 shares; 2024Q3: 483 shares 483 $181K 0.01% -46 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16 shares; 2023Q4: 7 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 2,964 shares 2,964 $181K 0.01% +2,964 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 416 shares; 2023Q4: 407 shares; 2024Q1: 453 shares; 2024Q2: 537 shares; 2024Q3: 539 shares 539 $180K 0.01% +2 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,520 shares; 2023Q4: 1,513 shares; 2024Q1: 1,513 shares; 2024Q2: 1,386 shares; 2024Q3: 1,350 shares 1,350 $179K 0.01% -36 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,689 shares; 2023Q4: 7,724 shares; 2024Q1: 10,066 shares; 2024Q2: 11,207 shares; 2024Q3: 8,644 shares 8,644 $178K 0.01% -2,563 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 271 shares; 2023Q4: 234 shares; 2024Q1: 604 shares; 2024Q2: 13,399 shares; 2024Q3: 12,480 shares 12,480 $177K 0.01% -919 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,592 shares; 2023Q4: 1,355 shares; 2024Q1: 1,421 shares; 2024Q2: 1,404 shares; 2024Q3: 1,427 shares 1,427 $177K 0.01% +23 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,178 shares; 2023Q4: 1,178 shares; 2024Q1: 1,178 shares; 2024Q2: 1,178 shares; 2024Q3: 1,900 shares 1,900 $177K 0.01% +722 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,849 shares; 2023Q4: 1,849 shares; 2024Q1: 1,782 shares; 2024Q2: 1,782 shares; 2024Q3: 1,654 shares 1,654 $177K 0.01% -128 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 444 shares; 2023Q4: 583 shares; 2024Q1: 876 shares; 2024Q2: 1,105 shares; 2024Q3: 2,091 shares 2,091 $177K 0.01% +986 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,330 shares; 2023Q4: 18,830 shares; 2024Q1: 17,830 shares; 2024Q2: 38,830 shares; 2024Q3: 41,180 shares 41,180 $176K 0.01% +2,350 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 6,143 shares; 2024Q3: 4,722 shares 4,722 $176K 0.01% -1,421 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 598 shares; 2023Q4: 2,743 shares; 2024Q1: 3,201 shares; 2024Q2: 3,346 shares; 2024Q3: 3,602 shares 3,602 $175K 0.01% +256 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,218 shares; 2023Q4: 4,554 shares; 2024Q1: 4,371 shares; 2024Q2: 3,811 shares; 2024Q3: 3,500 shares 3,500 $175K 0.01% -311 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,611 shares; 2023Q4: 3,825 shares; 2024Q1: 3,914 shares; 2024Q2: 6,023 shares; 2024Q3: 6,951 shares 6,951 $175K 0.01% +928 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,480 shares; 2023Q4: 2,480 shares; 2024Q1: 2,515 shares; 2024Q2: 2,515 shares; 2024Q3: 2,515 shares 2,515 $175K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,314 shares; 2023Q4: 12,634 shares; 2024Q1: 2,973 shares; 2024Q2: 2,532 shares; 2024Q3: 2,470 shares 2,470 $174K 0.01% -62 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,774 shares; 2023Q4: 1,781 shares; 2024Q1: 1,699 shares; 2024Q2: 1,730 shares; 2024Q3: 1,674 shares 1,674 $174K 0.01% -56 Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 15,711 shares 15,711 $174K 0.01% +15,711 Timeline GSSC 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,949 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares 2,500 $173K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,473 shares; 2023Q4: 5,434 shares; 2024Q1: 5,384 shares; 2024Q2: 5,578 shares; 2024Q3: 5,749 shares 5,749 $173K 0.01% +171 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,203 shares; 2023Q4: 4,063 shares; 2024Q1: 4,402 shares; 2024Q2: 5,521 shares; 2024Q3: 5,107 shares 5,107 $172K 0.01% -414 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 211 shares; 2023Q4: 235 shares; 2024Q1: 347 shares; 2024Q2: 424 shares; 2024Q3: 277 shares 277 $172K 0.01% -147 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,403 shares; 2023Q4: 1,233 shares; 2024Q1: 1,278 shares; 2024Q2: 1,281 shares; 2024Q3: 1,295 shares 1,295 $172K 0.01% +14 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,078 shares; 2023Q4: 6,030 shares; 2024Q1: 5,133 shares; 2024Q2: 5,160 shares; 2024Q3: 5,245 shares 5,245 $172K 0.01% +85 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,299 shares; 2023Q4: 13,075 shares; 2024Q1: 3,852 shares; 2024Q2: 2,134 shares; 2024Q3: 2,134 shares 2,134 $172K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,944 shares; 2023Q4: 12,185 shares; 2024Q1: 12,222 shares; 2024Q2: 12,547 shares; 2024Q3: 11,459 shares 11,459 $170K 0.01% -1,088 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 373 shares; 2023Q4: 662 shares; 2024Q1: 733 shares; 2024Q2: 764 shares; 2024Q3: 719 shares 719 $170K 0.01% -45 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,033 shares; 2023Q4: 7,033 shares; 2024Q1: 7,147 shares; 2024Q2: 12,488 shares; 2024Q3: 7,409 shares 7,409 $169K 0.01% -5,079 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 255 shares; 2023Q4: 331 shares; 2024Q1: 121 shares; 2024Q2: 565 shares; 2024Q3: 579 shares 579 $168K 0.01% +14 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,795 shares; 2023Q4: 13,248 shares; 2024Q1: 10,656 shares; 2024Q2: 9,070 shares; 2024Q3: 9,070 shares 9,070 $168K 0.01% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,750 shares; 2023Q4: 4,750 shares; 2024Q1: 4,750 shares; 2024Q2: 4,750 shares; 2024Q3: 4,750 shares 4,750 $167K 0.01% 0 Timeline SFEB 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 645 shares; 2024Q2: 7,847 shares; 2024Q3: 7,847 shares 7,847 $167K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 313 shares; 2023Q4: 381 shares; 2024Q1: 345 shares; 2024Q2: 786 shares; 2024Q3: 1,409 shares 1,409 $167K 0.01% +623 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,639 shares; 2023Q4: 28,833 shares; 2024Q1: 5,099 shares; 2024Q2: 4,261 shares; 2024Q3: 4,261 shares 4,261 $167K 0.01% 0 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,761 shares; 2024Q2: 2,647 shares; 2024Q3: 2,766 shares 2,766 $166K 0.01% +119 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 387 shares; 2023Q4: 6,235 shares; 2024Q1: 6,664 shares; 2024Q2: 7,550 shares; 2024Q3: 7,501 shares 7,501 $165K 0.01% -49 Timeline FSCS 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 4,689 shares 4,689 $165K 0.01% +4,689 Timeline VOOG 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 120 shares; 2023Q4: 120 shares; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 478 shares 478 $165K 0.01% +358 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,049 shares; 2023Q4: 1,470 shares; 2024Q1: 1,135 shares; 2024Q2: 1,070 shares; 2024Q3: 1,140 shares 1,140 $165K 0.01% +70 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,321 shares; 2023Q4: 1,287 shares; 2024Q1: 1,281 shares; 2024Q2: 1,317 shares; 2024Q3: 2,205 shares 2,205 $164K 0.01% +888 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,268 shares; 2023Q4: 2,122 shares; 2024Q1: 2,426 shares; 2024Q2: 2,453 shares; 2024Q3: 2,462 shares 2,462 $164K 0.01% +9 Timeline FCEF 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,508 shares; 2023Q4: 6,508 shares; 2024Q1: 7,258 shares; 2024Q2: 7,258 shares; 2024Q3: 7,258 shares 7,258 $162K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 800 shares; 2023Q4: 648 shares; 2024Q1: 569 shares; 2024Q2: 574 shares; 2024Q3: 586 shares 586 $161K 0.01% +12 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,643 shares; 2023Q4: 7,689 shares; 2024Q1: 10,469 shares; 2024Q2: 12,674 shares; 2024Q3: 9,609 shares 9,609 $161K 0.01% -3,065 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 695 shares; 2023Q4: 779 shares; 2024Q1: 847 shares; 2024Q2: 876 shares; 2024Q3: 828 shares 828 $161K 0.01% -48 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 677 shares; 2023Q4: 691 shares; 2024Q1: 693 shares; 2024Q2: 598 shares; 2024Q3: 598 shares 598 $160K 0.01% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,844 shares; 2023Q4: 4,527 shares; 2024Q1: 5,157 shares; 2024Q2: 5,215 shares; 2024Q3: 5,402 shares 5,402 $159K 0.01% +187 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4 shares; 2023Q4: 51 shares; 2024Q1: 62 shares; 2024Q2: 1,252 shares; 2024Q3: 1,289 shares 1,289 $159K 0.01% +37 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,134 shares; 2023Q4: 1,134 shares; 2024Q1: 1,207 shares; 2024Q2: 1,164 shares; 2024Q3: 1,134 shares 1,134 $159K 0.01% -30 SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,266 shares; 2023Q4: 4,445 shares; 2024Q1: 4,243 shares; 2024Q2: 2,274 shares; 2024Q3: 2,155 shares 2,155 $159K 0.01% -119 Timeline TIDAL TR II TIDAL TR II More: the full row for TIDAL TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,125 shares; 2024Q2: 11,125 shares; 2024Q3: 11,125 shares 11,125 $159K 0.01% 0 LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,794 shares; 2023Q4: 5,912 shares; 2024Q1: 5,317 shares; 2024Q2: 5,070 shares; 2024Q3: 5,355 shares 5,355 $159K 0.01% +285 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 150 shares; 2024Q1: 470 shares; 2024Q2: 1,030 shares; 2024Q3: 1,265 shares 1,265 $159K 0.01% +235 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,049 shares; 2023Q4: 5,702 shares; 2024Q1: 5,532 shares; 2024Q2: 5,680 shares; 2024Q3: 4,870 shares 4,870 $158K 0.01% -810 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 575 shares; 2024Q2: 1,115 shares; 2024Q3: 1,570 shares 1,570 $158K 0.01% +455 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,398 shares; 2023Q4: 2,531 shares; 2024Q1: 2,625 shares; 2024Q2: 2,884 shares; 2024Q3: 2,604 shares 2,604 $158K 0.01% -280 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 328 shares; 2023Q4: 110 shares; 2024Q1: 848 shares; 2024Q2: 1,082 shares; 2024Q3: 1,101 shares 1,101 $157K 0.01% +19 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 118,720 shares; 2023Q4: 64,809 shares; 2024Q1: 3,475 shares; 2024Q2: 3,275 shares; 2024Q3: 3,093 shares 3,093 $157K 0.01% -182 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 937 shares; 2023Q4: 835 shares; 2024Q1: 762 shares; 2024Q2: 752 shares; 2024Q3: 685 shares 685 $157K 0.01% -67 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,190 shares; 2023Q4: 1,190 shares; 2024Q1: 1,190 shares; 2024Q2: 1,190 shares; 2024Q3: 1,190 shares 1,190 $157K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 571 shares; 2023Q4: 562 shares; 2024Q1: 522 shares; 2024Q2: 503 shares; 2024Q3: 429 shares 429 $156K 0.01% -74 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,724 shares; 2023Q4: 1,687 shares; 2024Q1: 1,832 shares; 2024Q2: 2,029 shares; 2024Q3: 2,003 shares 2,003 $155K 0.01% -26 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,543 shares; 2023Q4: 2,532 shares; 2024Q1: 3,969 shares; 2024Q2: 3,969 shares; 2024Q3: 3,709 shares 3,709 $155K 0.01% -260 Timeline QIAGEN NV QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,994 shares; 2024Q2: 3,303 shares; 2024Q3: 3,423 shares 3,423 $155K 0.01% +120 TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 107 shares; 2023Q4: 114 shares; 2024Q1: 87 shares; 2024Q2: 115 shares; 2024Q3: 108 shares 108 $154K 0.01% -7 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,379 shares; 2023Q4: 6,379 shares; 2024Q1: 6,379 shares; 2024Q2: 5,724 shares; 2024Q3: 4,152 shares 4,152 $153K 0.01% -1,572 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,001 shares; 2023Q4: 1,772 shares; 2024Q1: 1,756 shares; 2024Q2: 1,735 shares; 2024Q3: 1,733 shares 1,733 $153K 0.01% -2 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,897 shares; 2023Q4: 3,126 shares; 2024Q1: 3,018 shares; 2024Q2: 2,232 shares; 2024Q3: 2,077 shares 2,077 $152K 0.01% -155 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 207 shares; 2023Q4: 273 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares 265 $151K 0.01% 0 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,601 shares; 2023Q4: 2,601 shares; 2024Q1: 2,601 shares; 2024Q2: 2,601 shares; 2024Q3: 2,601 shares 2,601 $151K 0.01% 0 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,549 shares; 2023Q4: 2,244 shares; 2024Q1: 2,319 shares; 2024Q2: 2,438 shares; 2024Q3: 2,802 shares 2,802 $151K 0.01% +364 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,495 shares; 2023Q4: 1,425 shares; 2024Q1: 2,144 shares; 2024Q2: 2,032 shares; 2024Q3: 1,879 shares 1,879 $151K 0.01% -153 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,333 shares; 2023Q4: 2,180 shares; 2024Q1: 1,861 shares; 2024Q2: 1,730 shares; 2024Q3: 1,448 shares 1,448 $151K 0.01% -282 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 814 shares; 2023Q4: 450 shares; 2024Q1: 433 shares; 2024Q2: 781 shares; 2024Q3: 2,014 shares 2,014 $150K 0.01% +1,233 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,202 shares; 2023Q4: 7,008 shares; 2024Q1: 6,864 shares; 2024Q2: 6,909 shares; 2024Q3: 7,465 shares 7,465 $150K 0.01% +556 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,696 shares; 2023Q4: 1,695 shares; 2024Q1: 1,492 shares; 2024Q2: 1,070 shares; 2024Q3: 1,070 shares 1,070 $149K 0.01% 0 Timeline SMAY 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 589 shares; 2024Q1: 589 shares; 2024Q2: 7,119 shares; 2024Q3: 6,019 shares 6,019 $148K 0.01% -1,100 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,256 shares; 2023Q4: 18,473 shares; 2024Q1: 15,250 shares; 2024Q2: 17,328 shares; 2024Q3: 2,498 shares 2,498 $147K 0.01% -14,830 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $147K 0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,366 shares; 2023Q4: 1,121 shares; 2024Q1: 1,121 shares; 2024Q2: 923 shares; 2024Q3: 1,907 shares 1,907 $146K 0.01% +984 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,124 shares; 2023Q4: 1,714 shares; 2024Q1: 1,705 shares; 2024Q2: 1,616 shares; 2024Q3: 1,512 shares 1,512 $146K 0.01% -104 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,513 shares; 2023Q4: 2,607 shares; 2024Q1: 2,659 shares; 2024Q2: 2,626 shares; 2024Q3: 2,906 shares 2,906 $146K 0.01% +280 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,188 shares; 2023Q4: 8,624 shares; 2024Q1: 9,752 shares; 2024Q2: 9,199 shares; 2024Q3: 7,557 shares 7,557 $146K 0.01% -1,642 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,218 shares; 2023Q4: 2,988 shares; 2024Q1: 3,130 shares; 2024Q2: 3,133 shares; 2024Q3: 3,117 shares 3,117 $145K 0.01% -16 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,883 shares; 2023Q4: 8,069 shares; 2024Q1: 11,213 shares; 2024Q2: 8,246 shares; 2024Q3: 3,920 shares 3,920 $145K 0.01% -4,326 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,406 shares; 2023Q4: 1,414 shares; 2024Q1: 1,414 shares; 2024Q2: 1,414 shares; 2024Q3: 1,401 shares 1,401 $145K 0.01% -13 Timeline XFEB 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,720 shares; 2024Q2: 4,472 shares; 2024Q3: 4,472 shares 4,472 $144K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 155 shares; 2023Q4: 248 shares; 2024Q1: 297 shares; 2024Q2: 409 shares; 2024Q3: 367 shares 367 $143K 0.01% -42 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 892 shares; 2023Q4: 1,012 shares; 2024Q1: 1,063 shares; 2024Q2: 2,409 shares; 2024Q3: 2,825 shares 2,825 $142K 0.01% +416 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,430 shares; 2023Q4: 8,368 shares; 2024Q1: 8,200 shares; 2024Q2: 8,312 shares; 2024Q3: 7,168 shares 7,168 $142K 0.01% -1,144 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,475 shares; 2023Q4: 1,475 shares; 2024Q1: 2,800 shares; 2024Q2: 2,800 shares; 2024Q3: 3,800 shares 3,800 $141K 0.01% +1,000 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,562 shares; 2023Q4: 9,781 shares; 2024Q1: 5,956 shares; 2024Q2: 4,962 shares; 2024Q3: 5,073 shares 5,073 $141K 0.01% +111 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,065 shares; 2023Q4: 1,965 shares; 2024Q1: 1,965 shares; 2024Q2: 1,965 shares; 2024Q3: 1,965 shares 1,965 $141K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,220 shares; 2023Q4: 3,220 shares; 2024Q1: 3,708 shares; 2024Q2: 6,278 shares; 2024Q3: 6,893 shares 6,893 $140K 0.01% +615 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,943 shares; 2023Q4: 4,026 shares; 2024Q1: 4,246 shares; 2024Q2: 3,636 shares; 2024Q3: 3,607 shares 3,607 $140K 0.01% -29 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 1,040 shares 1,040 $140K 0.01% +1,040 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,448 shares; 2023Q4: 2,913 shares; 2024Q1: 2,940 shares; 2024Q2: 2,937 shares; 2024Q3: 2,717 shares 2,717 $140K 0.01% -220 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,200 shares; 2023Q4: 10,335 shares; 2024Q1: 10,335 shares; 2024Q2: 8,035 shares; 2024Q3: 8,035 shares 8,035 $140K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 77 shares; 2023Q4: 153 shares; 2024Q1: 198 shares; 2024Q2: 270 shares; 2024Q3: 276 shares 276 $139K 0.01% +6 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 653 shares; 2023Q4: 383 shares; 2024Q1: 308 shares; 2024Q2: 1,398 shares; 2024Q3: 1,273 shares 1,273 $139K 0.01% -125 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,855 shares; 2023Q4: 6,864 shares; 2024Q1: 6,946 shares; 2024Q2: 7,036 shares; 2024Q3: 6,207 shares 6,207 $138K 0.01% -829 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,181 shares; 2023Q4: 22,328 shares; 2024Q1: 3,366 shares; 2024Q2: 3,029 shares; 2024Q3: 3,430 shares 3,430 $137K 0.01% +401 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 953 shares; 2023Q4: 1,137 shares; 2024Q1: 1,053 shares; 2024Q2: 1,248 shares; 2024Q3: 1,456 shares 1,456 $137K 0.01% +208 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,784 shares; 2023Q4: 868 shares; 2024Q1: 769 shares; 2024Q2: 772 shares; 2024Q3: 856 shares 856 $136K 0.01% +84 Timeline FJP 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,428 shares; 2023Q4: 2,545 shares; 2024Q1: 2,727 shares; 2024Q2: 2,485 shares; 2024Q3: 2,491 shares 2,491 $135K 0.01% +6 Timeline PIONEER MUNICIPAL HIGH INCO… PIONEER MUNICIPAL HIGH INCOME More: the full row for PIONEER MUNICIPAL HIGH INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25,930 shares; 2023Q4: 26,800 shares; 2024Q1: 15,220 shares; 2024Q2: 15,220 shares; 2024Q3: 15,220 shares 15,220 $135K 0.01% 0 AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,032 shares; 2023Q4: 4,032 shares; 2024Q1: 4,032 shares; 2024Q2: 3,478 shares; 2024Q3: 3,478 shares 3,478 $134K 0.01% 0 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,475 shares; 2023Q4: 2,475 shares; 2024Q1: 2,475 shares; 2024Q2: 2,475 shares; 2024Q3: 1,589 shares 1,589 $134K 0.01% -886 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,542 shares; 2023Q4: 1,542 shares; 2024Q1: 1,131 shares; 2024Q2: 1,515 shares; 2024Q3: 1,515 shares 1,515 $134K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 125 shares; 2023Q4: 258 shares; 2024Q1: 345 shares; 2024Q2: 345 shares; 2024Q3: 534 shares 534 $133K 0.01% +189 Timeline AVDV 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 384 shares; 2023Q4: 765 shares; 2024Q1: 765 shares; 2024Q2: 765 shares; 2024Q3: 1,869 shares 1,869 $132K 0.01% +1,104 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,978 shares; 2023Q4: 8,978 shares; 2024Q1: 8,978 shares; 2024Q2: 8,978 shares; 2024Q3: 8,978 shares 8,978 $132K 0.01% 0 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,145 shares; 2023Q4: 2,565 shares; 2024Q1: 2,663 shares; 2024Q2: 2,500 shares; 2024Q3: 2,620 shares 2,620 $131K 0.01% +120 BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,151 shares; 2023Q4: 3,301 shares; 2024Q1: 2,406 shares; 2024Q2: 2,406 shares; 2024Q3: 2,406 shares 2,406 $131K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 900 shares; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: 2,764 shares; 2024Q3: 2,949 shares 2,949 $131K 0.01% +185 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,818 shares; 2023Q4: 2,818 shares; 2024Q1: 2,818 shares; 2024Q2: 3,692 shares; 2024Q3: 3,692 shares 3,692 $131K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 958 shares; 2023Q4: 864 shares; 2024Q1: 279 shares; 2024Q2: 266 shares; 2024Q3: 259 shares 259 $131K 0.01% -7 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,797 shares; 2023Q4: 8,797 shares; 2024Q1: 10,962 shares; 2024Q2: 10,173 shares; 2024Q3: 10,173 shares 10,173 $129K 0.01% 0 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,797 shares; 2023Q4: 2,806 shares; 2024Q1: 2,988 shares; 2024Q2: 2,994 shares; 2024Q3: 2,881 shares 2,881 $129K 0.01% -113 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,897 shares; 2023Q4: 3,862 shares; 2024Q1: 3,757 shares; 2024Q2: 3,781 shares; 2024Q3: 2,852 shares 2,852 $129K 0.01% -929 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,352 shares; 2023Q4: 7,324 shares; 2024Q1: 2,767 shares; 2024Q2: 2,536 shares; 2024Q3: 2,536 shares 2,536 $128K 0.01% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,993 shares; 2023Q4: 8,056 shares; 2024Q1: 1,650 shares; 2024Q2: 2,641 shares; 2024Q3: 1,927 shares 1,927 $128K 0.01% -714 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 425 shares; 2023Q4: 526 shares; 2024Q1: 558 shares; 2024Q2: 862 shares; 2024Q3: 898 shares 898 $128K 0.01% +36 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,313 shares; 2023Q4: 1,114 shares; 2024Q1: 1,147 shares; 2024Q2: 1,120 shares; 2024Q3: 1,115 shares 1,115 $128K 0.01% -5 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 803 shares; 2024Q3: 830 shares 830 $128K 0.01% +27 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,111 shares; 2023Q4: 2,092 shares; 2024Q1: 1,484 shares; 2024Q2: 1,692 shares; 2024Q3: 1,547 shares 1,547 $128K 0.01% -145 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 959 shares; 2023Q4: 1,214 shares; 2024Q1: 1,854 shares; 2024Q2: 2,279 shares; 2024Q3: 3,630 shares 3,630 $128K 0.01% +1,351 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,636 shares; 2023Q4: 6,385 shares; 2024Q1: 2,542 shares; 2024Q2: 2,378 shares; 2024Q3: 4,266 shares 4,266 $127K 0.01% +1,888 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,959 shares; 2023Q4: 2,983 shares; 2024Q1: 2,072 shares; 2024Q2: 1,714 shares; 2024Q3: 1,575 shares 1,575 $127K 0.01% -139 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,400 shares; 2023Q4: 1,537 shares; 2024Q1: 1,489 shares; 2024Q2: 1,343 shares; 2024Q3: 1,332 shares 1,332 $127K 0.01% -11 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 268 shares; 2023Q4: 221 shares; 2024Q1: 225 shares; 2024Q2: 255 shares; 2024Q3: 217 shares 217 $127K 0.01% -38 Timeline QCJL 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,167 shares 6,167 $126K 0.01% new Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 17,700 shares 17,700 $125K 0.01% +17,700 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,284 shares; 2023Q4: 4,478 shares; 2024Q1: 4,414 shares; 2024Q2: 4,444 shares; 2024Q3: 4,561 shares 4,561 $125K 0.01% +117 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,784 shares; 2023Q4: 3,325 shares; 2024Q1: 3,307 shares; 2024Q2: 1,216 shares; 2024Q3: 1,085 shares 1,085 $125K 0.01% -131 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 867 shares; 2023Q4: 1,001 shares; 2024Q1: 988 shares; 2024Q2: 879 shares; 2024Q3: 1,129 shares 1,129 $125K 0.01% +250 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 627 shares; 2023Q4: 576 shares; 2024Q1: 923 shares; 2024Q2: 925 shares; 2024Q3: 864 shares 864 $124K 0.01% -61 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 715 shares; 2023Q4: 700 shares; 2024Q1: 2,675 shares; 2024Q2: 3,063 shares; 2024Q3: 3,375 shares 3,375 $124K 0.01% +312 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,941 shares; 2023Q4: 4,144 shares; 2024Q1: 3,138 shares; 2024Q2: 2,911 shares; 2024Q3: 3,014 shares 3,014 $123K 0.01% +103 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,933 shares; 2023Q4: 832 shares; 2024Q1: 841 shares; 2024Q2: 851 shares; 2024Q3: 774 shares 774 $121K 0.01% -77 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,018 shares; 2023Q4: 9,521 shares; 2024Q1: 8,701 shares; 2024Q2: 8,501 shares; 2024Q3: 5,970 shares 5,970 $120K 0.01% -2,531 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 345 shares; 2023Q4: 566 shares; 2024Q1: 662 shares; 2024Q2: 801 shares; 2024Q3: 803 shares 803 $119K 0.01% +2 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 992 shares; 2023Q4: 868 shares; 2024Q1: 879 shares; 2024Q2: 852 shares; 2024Q3: 1,061 shares 1,061 $119K 0.01% +209 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 3,269 shares; 2024Q2: 2,282 shares; 2024Q3: 2,319 shares 2,319 $118K 0.01% +37 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,023 shares; 2023Q4: 2,502 shares; 2024Q1: 2,586 shares; 2024Q2: 3,171 shares; 2024Q3: 3,243 shares 3,243 $118K 0.01% +72 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares 4,000 $118K 0.01% 0 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,465 shares; 2023Q4: 3,167 shares; 2024Q1: 3,318 shares; 2024Q2: 2,683 shares; 2024Q3: 2,545 shares 2,545 $117K 0.01% -138 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 3,652 shares; 2024Q1: 3,854 shares; 2024Q2: 3,854 shares; 2024Q3: 3,854 shares 3,854 $117K 0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,161 shares; 2023Q4: 1,271 shares; 2024Q1: 1,366 shares; 2024Q2: 1,689 shares; 2024Q3: 1,574 shares 1,574 $117K 0.01% -115 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,117 shares; 2023Q4: 1,916 shares; 2024Q1: 1,998 shares; 2024Q2: 1,918 shares; 2024Q3: 1,833 shares 1,833 $117K 0.01% -85 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,073 shares; 2023Q4: 1,059 shares; 2024Q1: 1,059 shares; 2024Q2: 949 shares; 2024Q3: 1,882 shares 1,882 $116K 0.01% +933 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 752 shares; 2023Q4: 745 shares; 2024Q1: 1,044 shares; 2024Q2: 1,204 shares; 2024Q3: 1,692 shares 1,692 $116K 0.01% +488 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,164 shares; 2023Q4: 1,202 shares; 2024Q1: 1,323 shares; 2024Q2: 1,508 shares; 2024Q3: 2,036 shares 2,036 $116K 0.01% +528 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,258 shares; 2023Q4: 5,984 shares; 2024Q1: 5,853 shares; 2024Q2: 5,963 shares; 2024Q3: 4,373 shares 4,373 $115K 0.01% -1,590 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 420 shares; 2023Q4: 447 shares; 2024Q1: 510 shares; 2024Q2: 509 shares; 2024Q3: 598 shares 598 $115K 0.01% +89 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,741 shares; 2023Q4: 2,712 shares; 2024Q1: 2,712 shares; 2024Q2: 2,712 shares; 2024Q3: 2,712 shares 2,712 $115K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 121 shares; 2024Q2: 188 shares; 2024Q3: 4,330 shares 4,330 $114K 0.01% +4,142 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,209 shares; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares; 2024Q2: 1,141 shares; 2024Q3: 1,095 shares 1,095 $114K 0.01% -46 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,428 shares; 2023Q4: 687 shares; 2024Q1: 695 shares; 2024Q2: 703 shares; 2024Q3: 675 shares 675 $114K 0.01% -28 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 76,225 shares; 2024Q1: 3,285 shares; 2024Q2: 3,275 shares; 2024Q3: 3,275 shares 3,275 $113K 0.01% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,237 shares; 2023Q4: 1,237 shares; 2024Q1: 1,237 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $113K 0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,615 shares; 2023Q4: 4,610 shares; 2024Q1: 4,629 shares; 2024Q2: 4,679 shares; 2024Q3: 4,560 shares 4,560 $112K 0.01% -119 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,440 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares; 2024Q3: 1,440 shares 1,440 $110K 0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,483 shares; 2023Q4: 2,483 shares; 2024Q1: 2,483 shares; 2024Q2: 1,863 shares; 2024Q3: 1,863 shares 1,863 $110K 0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 287 shares; 2023Q4: 463 shares; 2024Q1: 1,908 shares; 2024Q2: 2,546 shares; 2024Q3: 805 shares 805 $109K 0.01% -1,741 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 1,458 shares 1,458 $109K 0.01% +1,458 Timeline CNMD CONMED CORP More: the full row for CONMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,239 shares; 2023Q4: 1,071 shares; 2024Q1: 1,101 shares; 2024Q2: 1,500 shares; 2024Q3: 1,498 shares 1,498 $108K 0.01% -2 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 736 shares; 2023Q4: 928 shares; 2024Q1: 231 shares; 2024Q2: 231 shares; 2024Q3: 232 shares 232 $108K 0.01% +1 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,800 shares; 2023Q4: 12,300 shares; 2024Q1: 12,300 shares; 2024Q2: 9,825 shares; 2024Q3: 9,571 shares 9,571 $108K 0.01% -254 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83 shares; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 266 shares; 2024Q3: 3,200 shares 3,200 $108K 0.01% +2,934 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,089 shares; 2023Q4: 7,112 shares; 2024Q1: 7,112 shares; 2024Q2: 4,855 shares; 2024Q3: 4,430 shares 4,430 $107K 0.01% -425 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,550 shares; 2023Q4: 1,469 shares; 2024Q1: 1,520 shares; 2024Q2: 1,349 shares; 2024Q3: 394 shares 394 $107K 0.01% -955 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 396 shares; 2023Q4: 522 shares; 2024Q1: 758 shares; 2024Q2: 970 shares; 2024Q3: 1,125 shares 1,125 $106K 0.01% +155 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,539 shares; 2023Q4: 1,233 shares; 2024Q1: 986 shares; 2024Q2: 1,585 shares; 2024Q3: 1,049 shares 1,049 $106K 0.01% -536 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,514 shares; 2023Q4: 1,516 shares; 2024Q1: 1,130 shares; 2024Q2: 1,096 shares; 2024Q3: 1,074 shares 1,074 $105K 0.01% -22 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 328 shares; 2023Q4: 764 shares; 2024Q1: 750 shares; 2024Q2: 820 shares; 2024Q3: 1,059 shares 1,059 $105K 0.01% +239 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares 4,000 $105K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,645 shares; 2023Q4: 7,409 shares; 2024Q1: 7,409 shares; 2024Q2: 7,409 shares; 2024Q3: 12,901 shares 12,901 $105K 0.01% +5,492 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,772 shares; 2023Q4: 2,772 shares; 2024Q1: 2,778 shares; 2024Q2: 2,778 shares; 2024Q3: 2,772 shares 2,772 $105K 0.01% -6 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,586 shares; 2023Q4: 3,796 shares; 2024Q1: 3,678 shares; 2024Q2: 3,366 shares; 2024Q3: 1,047 shares 1,047 $105K 0.01% -2,319 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,174 shares; 2023Q4: 31,877 shares; 2024Q1: 2,661 shares; 2024Q2: 2,535 shares; 2024Q3: 2,481 shares 2,481 $105K 0.01% -54 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 378 shares; 2023Q4: 334 shares; 2024Q1: 398 shares; 2024Q2: 1,104 shares; 2024Q3: 1,005 shares 1,005 $103K 0.01% -99 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19 shares; 2023Q4: 565 shares; 2024Q1: 618 shares; 2024Q2: 646 shares; 2024Q3: 996 shares 996 $103K 0.01% +350 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,029 shares; 2024Q2: 1,058 shares; 2024Q3: 932 shares 932 $103K 0.01% -126 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 209 shares; 2023Q4: 1,813 shares; 2024Q1: 2,808 shares; 2024Q2: 1,901 shares; 2024Q3: 1,921 shares 1,921 $103K 0.01% +20 Timeline BUFG 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,090 shares; 2023Q4: 4,090 shares; 2024Q1: 4,090 shares; 2024Q2: 4,197 shares; 2024Q3: 4,197 shares 4,197 $101K 0.01% 0 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,665 shares; 2023Q4: 3,168 shares; 2024Q1: 3,292 shares; 2024Q2: 3,286 shares; 2024Q3: 3,301 shares 3,301 $101K 0.01% +15 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,637 shares; 2023Q4: 2,637 shares; 2024Q1: 2,637 shares; 2024Q2: 2,637 shares; 2024Q3: 2,637 shares 2,637 $101K 0.01% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,333 shares; 2023Q4: 1,350 shares; 2024Q1: 1,215 shares; 2024Q2: 1,215 shares; 2024Q3: 1,215 shares 1,215 $99.8K 0.01% 0 Timeline RBLD 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,223 shares; 2023Q4: 1,602 shares; 2024Q1: 1,673 shares; 2024Q2: 1,517 shares; 2024Q3: 1,470 shares 1,470 $99.6K 0.01% -47 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 6,465 shares 6,465 $99.4K 0.01% +6,465 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 953 shares; 2023Q4: 1,408 shares; 2024Q1: 1,528 shares; 2024Q2: 1,695 shares; 2024Q3: 1,503 shares 1,503 $99.3K 0.01% -192 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 245 shares; 2023Q4: 247 shares; 2024Q1: 231 shares; 2024Q2: 230 shares; 2024Q3: 243 shares 243 $98.9K 0.01% +13 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,809 shares; 2023Q4: 2,029 shares; 2024Q1: 1,787 shares; 2024Q2: 1,554 shares; 2024Q3: 1,554 shares 1,554 $98.6K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,399 shares; 2023Q4: 1,482 shares; 2024Q1: 385 shares; 2024Q2: 144 shares; 2024Q3: 111 shares 111 $98.5K 0.01% -33 Timeline DIAL 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,329 shares; 2023Q4: 5,329 shares; 2024Q1: 5,329 shares; 2024Q2: 5,329 shares; 2024Q3: 5,329 shares 5,329 $98.5K 0.01% 0 Timeline BUFD 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,182 shares; 2023Q4: 23,334 shares; 2024Q1: 18,498 shares; 2024Q2: 21,157 shares; 2024Q3: 3,931 shares 3,931 $98.4K 0.01% -17,226 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,026 shares; 2023Q4: 1,026 shares; 2024Q1: 1,026 shares; 2024Q2: 1,026 shares; 2024Q3: 1,026 shares 1,026 $98.2K 0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,950 shares; 2023Q4: 8,950 shares; 2024Q1: 8,950 shares; 2024Q2: 8,950 shares; 2024Q3: 8,950 shares 8,950 $98.2K 0.01% 0 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,253 shares; 2023Q4: 4,253 shares; 2024Q1: 4,253 shares; 2024Q2: 4,253 shares; 2024Q3: 4,253 shares 4,253 $97.3K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 583 shares; 2023Q4: 570 shares; 2024Q1: 536 shares; 2024Q2: 656 shares; 2024Q3: 661 shares 661 $96.2K 0.01% +5 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,177 shares; 2023Q4: 1,088 shares; 2024Q1: 1,070 shares; 2024Q2: 1,092 shares; 2024Q3: 1,016 shares 1,016 $96.2K 0.01% -76 Timeline ERTH 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,300 shares; 2023Q4: 1,917 shares; 2024Q1: 2,051 shares; 2024Q2: 1,981 shares; 2024Q3: 2,121 shares 2,121 $95.7K 0.01% +140 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 223 shares; 2023Q4: 215 shares; 2024Q1: 245 shares; 2024Q2: 795 shares; 2024Q3: 285 shares 285 $95.1K 0.01% -510 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,440 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares; 2024Q3: 1,440 shares 1,440 $95.1K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 888 shares; 2023Q4: 893 shares; 2024Q1: 888 shares; 2024Q2: 866 shares; 2024Q3: 964 shares 964 $94.6K 0.01% +98 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 2,377 shares; 2024Q2: 2,932 shares; 2024Q3: 2,960 shares 2,960 $93.5K 0.01% +28 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,811 shares; 2023Q4: 3,348 shares; 2024Q1: 2,896 shares; 2024Q2: 3,022 shares; 2024Q3: 2,782 shares 2,782 $93K 0.01% -240 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,050 shares; 2023Q4: 2,052 shares; 2024Q1: 1,943 shares; 2024Q2: 1,722 shares; 2024Q3: 1,743 shares 1,743 $92.7K 0.01% +21 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,052 shares; 2023Q4: 990 shares; 2024Q1: 1,083 shares; 2024Q2: 1,062 shares; 2024Q3: 1,040 shares 1,040 $92.7K 0.01% -22 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 236 shares; 2023Q4: 271 shares; 2024Q1: 362 shares; 2024Q2: 418 shares; 2024Q3: 374 shares 374 $92.5K 0.01% -44 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 846 shares; 2023Q4: 915 shares; 2024Q1: 1,013 shares; 2024Q2: 985 shares; 2024Q3: 957 shares 957 $92.5K 0.01% -28 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 601 shares; 2023Q4: 1,664 shares; 2024Q1: 1,818 shares; 2024Q2: 780 shares; 2024Q3: 719 shares 719 $92.4K 0.01% -61 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 637 shares; 2023Q4: 595 shares; 2024Q1: 525 shares; 2024Q2: 535 shares; 2024Q3: 400 shares 400 $92.1K 0.01% -135 Timeline SDVD 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 4,137 shares 4,137 $91.9K 0.01% +4,137 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,223 shares; 2023Q4: 8,021 shares; 2024Q1: 5,606 shares; 2024Q2: 4,566 shares; 2024Q3: 1,236 shares 1,236 $91.6K 0.01% -3,330 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,900 shares; 2023Q4: 7,900 shares; 2024Q1: 8,700 shares; 2024Q2: 8,700 shares; 2024Q3: 8,700 shares 8,700 $91.4K 0.01% 0 Timeline PEY 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,169 shares; 2023Q4: 4,169 shares; 2024Q1: 4,169 shares; 2024Q2: 4,169 shares; 2024Q3: 4,169 shares 4,169 $91.4K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 635 shares; 2023Q4: 635 shares; 2024Q1: 635 shares; 2024Q2: 695 shares; 2024Q3: 879 shares 879 $91.3K 0.01% +184 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 385 shares; 2023Q4: 410 shares; 2024Q1: 475 shares; 2024Q2: 887 shares; 2024Q3: 920 shares 920 $90.9K 0.01% +33 Timeline PINK 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 1,255 shares; 2024Q3: 2,757 shares 2,757 $90.5K 0.01% +1,502 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,797 shares; 2023Q4: 1,582 shares; 2024Q1: 1,582 shares; 2024Q2: 1,582 shares; 2024Q3: 1,582 shares 1,582 $90.2K 0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 347 shares; 2023Q4: 369 shares; 2024Q1: 380 shares; 2024Q2: 420 shares; 2024Q3: 1,908 shares 1,908 $90K 0.01% +1,488 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,331 shares; 2023Q4: 16,204 shares; 2024Q1: 15,487 shares; 2024Q2: 14,119 shares; 2024Q3: 9,966 shares 9,966 $89.3K 0.01% -4,153 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,500 shares; 2023Q4: 10,300 shares; 2024Q1: 6,300 shares; 2024Q2: 5,900 shares; 2024Q3: 5,900 shares 5,900 $89.2K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,951 shares; 2023Q4: 917 shares; 2024Q1: 1,293 shares; 2024Q2: 1,921 shares; 2024Q3: 1,140 shares 1,140 $89K 0.01% -781 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,074 shares; 2023Q4: 1,722 shares; 2024Q1: 1,843 shares; 2024Q2: 1,808 shares; 2024Q3: 2,062 shares 2,062 $88.9K 0.01% +254 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 215 shares; 2023Q4: 1,229 shares; 2024Q1: 1,229 shares; 2024Q2: 1,327 shares; 2024Q3: 1,310 shares 1,310 $88.7K 0.01% -17 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 205 shares; 2023Q4: 295 shares; 2024Q1: 352 shares; 2024Q2: 418 shares; 2024Q3: 492 shares 492 $88.5K 0.01% +74 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,496 shares; 2023Q4: 1,348 shares; 2024Q1: 1,335 shares; 2024Q2: 1,335 shares; 2024Q3: 1,213 shares 1,213 $88.3K 0.01% -122 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,874 shares; 2023Q4: 3,314 shares; 2024Q1: 3,314 shares; 2024Q2: 3,314 shares; 2024Q3: 3,314 shares 3,314 $88K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,019 shares; 2023Q4: 782 shares; 2024Q1: 785 shares; 2024Q2: 810 shares; 2024Q3: 806 shares 806 $87.9K 0.01% -4 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,925 shares; 2023Q4: 4,228 shares; 2024Q1: 4,449 shares; 2024Q2: 4,721 shares; 2024Q3: 4,653 shares 4,653 $87.8K 0.01% -68 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 119 shares; 2023Q4: 120 shares; 2024Q1: 121 shares; 2024Q2: 120 shares; 2024Q3: 194 shares 194 $87.4K 0.01% +74 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,023 shares; 2023Q4: 5,754 shares; 2024Q1: 5,871 shares; 2024Q2: 5,799 shares; 2024Q3: 2,488 shares 2,488 $87.4K 0.01% -3,311 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,465 shares; 2023Q4: 5,371 shares; 2024Q1: 12,485 shares; 2024Q2: 4,900 shares; 2024Q3: 8,682 shares 8,682 $87.3K 0.01% +3,782 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,460 shares; 2023Q4: 2,460 shares; 2024Q1: 3,760 shares; 2024Q2: 3,760 shares; 2024Q3: 4,260 shares 4,260 $87.3K 0.01% +500 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,304 shares; 2023Q4: 2,817 shares; 2024Q1: 3,024 shares; 2024Q2: 3,399 shares; 2024Q3: 3,361 shares 3,361 $87.2K 0.01% -38 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 924 shares; 2024Q1: 1,791 shares; 2024Q2: 2,589 shares; 2024Q3: 2,848 shares 2,848 $86.7K 0.01% +259 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 673 shares; 2023Q4: 766 shares; 2024Q1: 795 shares; 2024Q2: 856 shares; 2024Q3: 578 shares 578 $86.4K 0.01% -278 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 2,087 shares 2,087 $86.2K 0.01% +687 Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,834 shares; 2023Q4: 2,562 shares; 2024Q1: 2,807 shares; 2024Q2: 2,680 shares; 2024Q3: 2,927 shares 2,927 $86.1K 0.01% +247 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,448 shares; 2023Q4: 1,274 shares; 2024Q1: 1,075 shares; 2024Q2: 985 shares; 2024Q3: 985 shares 985 $85.5K 0.01% 0 Timeline ENVESTNET INC ENVESTNET INC More: the full row for ENVESTNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 804 shares; 2023Q4: 1,067 shares; 2024Q1: 1,264 shares; 2024Q2: 1,278 shares; 2024Q3: 1,361 shares 1,361 $85.2K 0.01% +83 HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,259 shares; 2023Q4: 10,761 shares; 2024Q1: 9,845 shares; 2024Q2: 9,896 shares; 2024Q3: 7,999 shares 7,999 $84.6K 0.01% -1,897 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 797 shares; 2023Q4: 798 shares; 2024Q1: 518 shares; 2024Q2: 529 shares; 2024Q3: 468 shares 468 $84.3K 0.01% -61 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 52 shares; 2023Q4: 82 shares; 2024Q1: 120 shares; 2024Q2: 106 shares; 2024Q3: 156 shares 156 $84K <0.01% +50 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,469 shares; 2023Q4: 16,566 shares; 2024Q1: 2,117 shares; 2024Q2: 2,116 shares; 2024Q3: 2,116 shares 2,116 $83.6K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 377 shares; 2023Q4: 374 shares; 2024Q1: 397 shares; 2024Q2: 426 shares; 2024Q3: 325 shares 325 $83.2K <0.01% -101 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,425 shares; 2023Q4: 2,752 shares; 2024Q1: 2,917 shares; 2024Q2: 2,423 shares; 2024Q3: 2,127 shares 2,127 $83.1K <0.01% -296 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,266 shares; 2023Q4: 1,230 shares; 2024Q1: 1,230 shares; 2024Q2: 1,230 shares; 2024Q3: 1,230 shares 1,230 $82.8K <0.01% 0 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 386 shares; 2023Q4: 423 shares; 2024Q1: 482 shares; 2024Q2: 466 shares; 2024Q3: 453 shares 453 $82.8K <0.01% -13 Timeline FXO 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,278 shares; 2023Q4: 2,391 shares; 2024Q1: 2,317 shares; 2024Q2: 2,204 shares; 2024Q3: 1,619 shares 1,619 $82.8K <0.01% -585 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 549 shares; 2023Q4: 624 shares; 2024Q1: 666 shares; 2024Q2: 690 shares; 2024Q3: 647 shares 647 $82.7K <0.01% -43 Timeline