TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,139 shares; 2025Q1: 9,247 shares; 2025Q2: 9,071 shares; 2025Q3: 7,809 shares; 2025Q4: 7,172 shares 7,172 $515K 0.02% -637 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,404 shares; 2025Q1: 11,174 shares; 2025Q2: 11,552 shares; 2025Q3: 11,021 shares; 2025Q4: 8,480 shares 8,480 $508K 0.02% -2,541 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,667 shares; 2025Q1: 547 shares; 2025Q2: 591 shares; 2025Q3: 1,250 shares; 2025Q4: 2,162 shares 2,162 $506K 0.02% +912 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 364 shares; 2025Q3: 8,852 shares; 2025Q4: 10,408 shares 10,408 $505K 0.02% +1,556 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,469 shares; 2025Q1: 1,498 shares; 2025Q2: 1,486 shares; 2025Q3: 2,254 shares; 2025Q4: 1,598 shares 1,598 $503K 0.02% -656 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,438 shares; 2025Q1: 44,058 shares; 2025Q2: 42,700 shares; 2025Q3: 42,041 shares; 2025Q4: 35,544 shares 35,544 $500K 0.02% -6,497 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,806 shares; 2025Q1: 41 shares; 2025Q2: 1,138 shares; 2025Q3: 16,203 shares; 2025Q4: 12,628 shares 12,628 $498K 0.02% -3,575 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 20 shares; 2025Q2: 50 shares; 2025Q3: 1,956 shares; 2025Q4: 3,076 shares 3,076 $490K 0.02% +1,120 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,768 shares; 2025Q2: 4,803 shares; 2025Q3: 4,829 shares; 2025Q4: 4,855 shares 4,855 $490K 0.02% +26 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,721 shares; 2025Q2: 4,754 shares; 2025Q3: 4,776 shares; 2025Q4: 4,801 shares 4,801 $488K 0.02% +25 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,650 shares; 2025Q2: 7,696 shares; 2025Q3: 10,555 shares; 2025Q4: 11,043 shares 11,043 $487K 0.02% +488 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,116 shares; 2025Q1: 1,984 shares; 2025Q2: 28,653 shares; 2025Q3: 11,133 shares; 2025Q4: 6,354 shares 6,354 $487K 0.02% -4,779 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,740 shares; 2025Q1: 5,205 shares; 2025Q2: 1,977 shares; 2025Q3: 2,217 shares; 2025Q4: 1,835 shares 1,835 $486K 0.02% -382 Timeline PDN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,648 shares; 2025Q1: 11,589 shares; 2025Q2: 11,947 shares; 2025Q3: 11,439 shares; 2025Q4: 11,479 shares 11,479 $484K 0.02% +40 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 8,467 shares; 2025Q2: 16,484 shares; 2025Q3: 16,977 shares; 2025Q4: 22,404 shares 22,404 $482K 0.02% +5,427 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,722 shares; 2025Q1: 8,108 shares; 2025Q2: 8,001 shares; 2025Q3: 8,096 shares; 2025Q4: 11,239 shares 11,239 $481K 0.02% +3,143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: 582 shares; 2025Q2: 544 shares; 2025Q3: 754 shares; 2025Q4: 795 shares 795 $480K 0.02% +41 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 727 shares; 2025Q1: 804 shares; 2025Q2: 757 shares; 2025Q3: 771 shares; 2025Q4: 826 shares 826 $479K 0.02% +55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,905 shares; 2025Q1: 8,181 shares; 2025Q2: 8,070 shares; 2025Q3: 8,414 shares; 2025Q4: 11,586 shares 11,586 $478K 0.02% +3,172 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,787 shares; 2025Q1: 28,422 shares; 2025Q2: 31,565 shares; 2025Q3: 13,457 shares; 2025Q4: 10,499 shares 10,499 $475K 0.02% -2,958 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,308 shares; 2025Q1: 7,027 shares; 2025Q2: 9,601 shares; 2025Q3: 3,141 shares; 2025Q4: 3,070 shares 3,070 $473K 0.02% -71 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,737 shares; 2025Q1: 2,232 shares; 2025Q2: 32,714 shares; 2025Q3: 39,157 shares; 2025Q4: 4,248 shares 4,248 $468K 0.02% -34,909 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,466 shares; 2025Q1: 74,466 shares; 2025Q2: 73,066 shares; 2025Q3: 68,966 shares; 2025Q4: 77,366 shares 77,366 $467K 0.02% +8,400 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289,214 shares; 2025Q1: 300,221 shares; 2025Q2: 291,472 shares; 2025Q3: 13,645 shares; 2025Q4: 12,643 shares 12,643 $466K 0.02% -1,002 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,473 shares; 2025Q1: 4,101 shares; 2025Q2: 4,248 shares; 2025Q3: 4,459 shares; 2025Q4: 4,662 shares 4,662 $466K 0.02% +203 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,044 shares; 2025Q1: 1,006 shares; 2025Q2: 896 shares; 2025Q3: 1,158 shares; 2025Q4: 1,660 shares 1,660 $460K 0.02% +502 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,200 shares; 2025Q1: 5,500 shares; 2025Q2: 10,200 shares; 2025Q3: 9,282 shares; 2025Q4: 10,037 shares 10,037 $457K 0.02% +755 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,513 shares; 2025Q1: 1,605 shares; 2025Q2: 1,390 shares; 2025Q3: 1,326 shares; 2025Q4: 1,157 shares 1,157 $456K 0.02% -169 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 1,047 shares; 2025Q2: 765 shares; 2025Q3: 727 shares; 2025Q4: 745 shares 745 $456K 0.02% +18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,532 shares; 2025Q1: 45,917 shares; 2025Q2: 41,733 shares; 2025Q3: 11,919 shares; 2025Q4: 16,066 shares 16,066 $454K 0.02% +4,147 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,027 shares; 2025Q1: 6,014 shares; 2025Q2: 5,384 shares; 2025Q3: 6,467 shares; 2025Q4: 6,236 shares 6,236 $453K 0.02% -231 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,222 shares; 2025Q1: 4,856 shares; 2025Q2: 5,814 shares; 2025Q3: 4,273 shares; 2025Q4: 15,708 shares 15,708 $453K 0.02% +11,435 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,066 shares; 2025Q1: 11,368 shares; 2025Q2: 11,368 shares; 2025Q3: 11,368 shares; 2025Q4: 12,468 shares 12,468 $452K 0.02% +1,100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 459 shares; 2025Q2: 6,242 shares; 2025Q3: 2,375 shares; 2025Q4: 4,910 shares 4,910 $448K 0.02% +2,535 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,246 shares; 2025Q2: 1,311 shares; 2025Q3: 1,199 shares; 2025Q4: 2,647 shares 2,647 $447K 0.02% +1,448 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,961 shares; 2025Q1: 1,996 shares; 2025Q2: 1,834 shares; 2025Q3: 1,778 shares; 2025Q4: 2,119 shares 2,119 $442K 0.02% +341 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,235 shares; 2025Q1: 26,993 shares; 2025Q2: 25,613 shares; 2025Q3: 23,513 shares; 2025Q4: 21,260 shares 21,260 $442K 0.02% -2,253 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 562 shares; 2025Q1: 349 shares; 2025Q2: 22,146 shares; 2025Q3: 28,789 shares; 2025Q4: 19,810 shares 19,810 $439K 0.02% -8,979 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 27,904 shares; 2025Q3: 20,504 shares; 2025Q4: 12,871 shares 12,871 $433K 0.02% -7,633 Timeline APRJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,092 shares; 2025Q1: 4,678 shares; 2025Q2: 9,825 shares; 2025Q3: 15,031 shares; 2025Q4: 17,507 shares 17,507 $432K 0.02% +2,476 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 695 shares; 2025Q1: 810 shares; 2025Q2: 1,005 shares; 2025Q3: 1,234 shares; 2025Q4: 324 shares 324 $431K 0.02% -910 Timeline JULJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,007 shares; 2025Q1: 4,620 shares; 2025Q2: 9,651 shares; 2025Q3: 14,826 shares; 2025Q4: 17,275 shares 17,275 $430K 0.02% +2,449 Timeline JANJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,251 shares; 2025Q1: 4,326 shares; 2025Q2: 9,620 shares; 2025Q3: 14,824 shares; 2025Q4: 17,335 shares 17,335 $428K 0.01% +2,511 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,587 shares; 2025Q1: 11,416 shares; 2025Q2: 11,373 shares; 2025Q3: 10,916 shares; 2025Q4: 10,905 shares 10,905 $426K 0.01% -11 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,244 shares; 2025Q1: 603 shares; 2025Q2: 1,411 shares; 2025Q3: 2,290 shares; 2025Q4: 2,799 shares 2,799 $425K 0.01% +509 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,364 shares; 2025Q1: 6,397 shares; 2025Q2: 6,859 shares; 2025Q3: 8,183 shares; 2025Q4: 7,919 shares 7,919 $425K 0.01% -264 Timeline OCTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,296 shares; 2025Q1: 4,753 shares; 2025Q2: 9,731 shares; 2025Q3: 15,062 shares; 2025Q4: 17,739 shares 17,739 $425K 0.01% +2,677 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249 shares; 2025Q1: 214 shares; 2025Q2: 363 shares; 2025Q3: 1,297 shares; 2025Q4: 1,901 shares 1,901 $424K 0.01% +604 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,989 shares; 2025Q1: 2,947 shares; 2025Q2: 2,917 shares; 2025Q3: 3,533 shares; 2025Q4: 5,749 shares 5,749 $424K 0.01% +2,216 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 100 shares; 2025Q3: 2,420 shares; 2025Q4: 1,401 shares 1,401 $424K 0.01% -1,019 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 2,023 shares; 2025Q2: 3,001 shares; 2025Q3: 7,966 shares; 2025Q4: 8,281 shares 8,281 $423K 0.01% +315 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,035 shares; 2025Q1: 3,135 shares; 2025Q2: 6,992 shares; 2025Q3: 22,086 shares; 2025Q4: 22,086 shares 22,086 $422K 0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 10 shares; 2025Q2: 835 shares; 2025Q3: 1,139 shares; 2025Q4: 1,835 shares 1,835 $422K 0.01% +696 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,237 shares; 2025Q1: 5,025 shares; 2025Q2: 5,430 shares; 2025Q3: 6,457 shares; 2025Q4: 6,465 shares 6,465 $420K 0.01% +8 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: 25,395 shares; 2025Q2: 37,363 shares; 2025Q3: 33,383 shares; 2025Q4: 21,886 shares 21,886 $420K 0.01% -11,497 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,727 shares; 2025Q1: 4,440 shares; 2025Q2: 4,406 shares; 2025Q3: 4,142 shares; 2025Q4: 4,311 shares 4,311 $418K 0.01% +169 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 548 shares; 2025Q2: 27,400 shares; 2025Q3: 18,932 shares; 2025Q4: 17,552 shares 17,552 $417K 0.01% -1,380 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,192 shares; 2025Q1: 25,885 shares; 2025Q2: 28,677 shares; 2025Q3: 28,054 shares; 2025Q4: 23,485 shares 23,485 $412K 0.01% -4,569 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,322 shares; 2025Q4: 15,366 shares 15,366 $410K 0.01% -2,956 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,027 shares; 2025Q1: 6,563 shares; 2025Q2: 7,372 shares; 2025Q3: 5,442 shares; 2025Q4: 8,056 shares 8,056 $410K 0.01% +2,614 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 8,231 shares 8,231 $409K 0.01% +7,931 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,820 shares; 2025Q1: 17,815 shares; 2025Q2: 17,693 shares; 2025Q3: 16,474 shares; 2025Q4: 15,868 shares 15,868 $409K 0.01% -606 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,160 shares; 2025Q1: 372 shares; 2025Q2: 303 shares; 2025Q3: 366 shares; 2025Q4: 2,253 shares 2,253 $406K 0.01% +1,887 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 314 shares; 2025Q2: 4,714 shares; 2025Q3: 561 shares; 2025Q4: 5,580 shares 5,580 $405K 0.01% +5,019 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 1,432 shares; 2025Q4: 1,317 shares 1,317 $403K 0.01% -115 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 5,855 shares; 2025Q2: 15 shares; 2025Q3: 2,387 shares; 2025Q4: 2,455 shares 2,455 $403K 0.01% +68 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,387 shares; 2025Q1: 8,717 shares; 2025Q2: 8,636 shares; 2025Q3: 9,910 shares; 2025Q4: 10,368 shares 10,368 $402K 0.01% +458 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 3 shares; 2025Q3: 4,697 shares; 2025Q4: 4,367 shares 4,367 $401K 0.01% -330 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,101 shares; 2025Q1: 8,607 shares; 2025Q2: 8,063 shares; 2025Q3: 6,578 shares; 2025Q4: 3,665 shares 3,665 $398K 0.01% -2,913 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,576 shares; 2025Q1: 4,367 shares; 2025Q2: 1,331 shares; 2025Q3: 1,287 shares; 2025Q4: 1,277 shares 1,277 $396K 0.01% -10 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,615 shares; 2025Q1: 8,852 shares; 2025Q2: 9,575 shares; 2025Q3: 15,843 shares; 2025Q4: 16,714 shares 16,714 $395K 0.01% +871 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 24,769 shares 24,769 $395K 0.01% +23,969 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,301 shares; 2025Q3: 5,301 shares; 2025Q4: 5,301 shares 5,301 $393K 0.01% 0 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 5,356 shares; 2025Q2: 10,759 shares; 2025Q3: 11,160 shares; 2025Q4: 15,154 shares 15,154 $391K 0.01% +3,994 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 361 shares; 2025Q2: 1,034 shares; 2025Q3: 1,302 shares; 2025Q4: 2,332 shares 2,332 $391K 0.01% +1,030 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,744 shares; 2025Q1: 4,835 shares; 2025Q2: 3,850 shares; 2025Q3: 3,422 shares; 2025Q4: 2,723 shares 2,723 $391K 0.01% -699 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 9,353 shares; 2025Q4: 12,229 shares 12,229 $391K 0.01% +2,876 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 68 shares; 2025Q2: 48 shares; 2025Q3: 37 shares; 2025Q4: 855 shares 855 $389K 0.01% +818 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,027 shares; 2025Q1: 13,373 shares; 2025Q2: 12,764 shares; 2025Q3: 17,096 shares; 2025Q4: 19,103 shares 19,103 $386K 0.01% +2,007 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,571 shares; 2025Q1: 25,611 shares; 2025Q2: 27,496 shares; 2025Q3: 26,577 shares; 2025Q4: 22,247 shares 22,247 $385K 0.01% -4,330 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,510 shares; 2025Q1: 6,931 shares; 2025Q2: 6,789 shares; 2025Q3: 5,912 shares; 2025Q4: 5,793 shares 5,793 $382K 0.01% -119 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,821 shares; 2025Q1: 1,897 shares; 2025Q2: 1,681 shares; 2025Q3: 2,194 shares; 2025Q4: 3,842 shares 3,842 $382K 0.01% +1,648 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,959 shares; 2025Q1: 10,651 shares; 2025Q2: 9,035 shares; 2025Q3: 8,077 shares; 2025Q4: 7,218 shares 7,218 $380K 0.01% -859 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,360 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 366 shares; 2025Q4: 11,296 shares 11,296 $379K 0.01% +10,930 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,453 shares; 2025Q1: 2,234 shares; 2025Q2: 1,775 shares; 2025Q3: 1,893 shares; 2025Q4: 1,789 shares 1,789 $379K 0.01% -104 Timeline GOCT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,519 shares; 2025Q1: 9,032 shares; 2025Q2: 9,083 shares; 2025Q3: 9,255 shares; 2025Q4: 9,643 shares 9,643 $379K 0.01% +388 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,479 shares; 2025Q1: 6,983 shares; 2025Q2: 7,134 shares; 2025Q3: 7,949 shares; 2025Q4: 7,919 shares 7,919 $379K 0.01% -30 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,902 shares; 2025Q3: 5,507 shares; 2025Q4: 5,422 shares 5,422 $378K 0.01% -85 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 5,578 shares 5,578 $377K 0.01% +3,355 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,305 shares 4,305 $375K 0.01% new Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,541 shares; 2025Q1: 7,541 shares; 2025Q2: 7,541 shares; 2025Q3: 11,481 shares; 2025Q4: 11,481 shares 11,481 $374K 0.01% 0 Timeline GJUL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,133 shares; 2025Q1: 8,591 shares; 2025Q2: 8,457 shares; 2025Q3: 8,673 shares; 2025Q4: 9,034 shares 9,034 $373K 0.01% +361 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,368 shares; 2025Q1: 25,673 shares; 2025Q2: 2,235 shares; 2025Q3: 1,959 shares; 2025Q4: 2,576 shares 2,576 $373K 0.01% +617 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,007 shares 7,007 $371K 0.01% new Timeline GMAR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,889 shares; 2025Q1: 8,081 shares; 2025Q2: 8,127 shares; 2025Q3: 8,568 shares; 2025Q4: 9,072 shares 9,072 $371K 0.01% +504 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,280 shares; 2025Q1: 6,345 shares; 2025Q2: 8,641 shares; 2025Q3: 8,506 shares; 2025Q4: 8,238 shares 8,238 $369K 0.01% -268 Timeline GDEC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,593 shares; 2025Q1: 9,150 shares; 2025Q2: 9,290 shares; 2025Q3: 9,325 shares; 2025Q4: 9,760 shares 9,760 $369K 0.01% +435 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,405 shares; 2025Q1: 8,744 shares; 2025Q2: 8,661 shares; 2025Q3: 8,876 shares; 2025Q4: 9,270 shares 9,270 $368K 0.01% +394 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 93,978 shares; 2025Q2: 6,472 shares; 2025Q3: 7,024 shares; 2025Q4: 7,289 shares 7,289 $368K 0.01% +265 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 234 shares; 2025Q2: 2,342 shares; 2025Q3: 2,387 shares; 2025Q4: 2,389 shares 2,389 $366K 0.01% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,956 shares; 2025Q1: 8,177 shares; 2025Q2: 8,077 shares; 2025Q3: 8,467 shares; 2025Q4: 9,138 shares 9,138 $365K 0.01% +671 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,188 shares; 2025Q1: 8,701 shares; 2025Q2: 8,590 shares; 2025Q3: 8,733 shares; 2025Q4: 9,215 shares 9,215 $365K 0.01% +482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 2,098 shares; 2025Q2: 2,210 shares; 2025Q3: 3,580 shares; 2025Q4: 3,937 shares 3,937 $363K 0.01% +357 Timeline GFEB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,960 shares; 2025Q1: 8,188 shares; 2025Q2: 8,093 shares; 2025Q3: 8,326 shares; 2025Q4: 8,719 shares 8,719 $362K 0.01% +393 Timeline GAUG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,398 shares; 2025Q1: 8,893 shares; 2025Q2: 8,794 shares; 2025Q3: 8,818 shares; 2025Q4: 9,199 shares 9,199 $361K 0.01% +381 Timeline XSMO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,020 shares; 2025Q1: 5,093 shares; 2025Q2: 5,299 shares; 2025Q3: 5,062 shares; 2025Q4: 5,014 shares 5,014 $361K 0.01% -48 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: 107 shares; 2025Q3: 432 shares; 2025Q4: 858 shares 858 $360K 0.01% +426 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,124 shares; 2025Q1: 3,326 shares; 2025Q2: 3,022 shares; 2025Q3: 3,073 shares; 2025Q4: 3,419 shares 3,419 $359K 0.01% +346 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 41 shares; 2025Q3: 53 shares; 2025Q4: 1,503 shares 1,503 $357K 0.01% +1,450 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,448 shares; 2025Q1: 13,213 shares; 2025Q2: 11,466 shares; 2025Q3: 16,060 shares; 2025Q4: 15,418 shares 15,418 $355K 0.01% -642 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,156 shares; 2025Q1: 42,014 shares; 2025Q2: 51,956 shares; 2025Q3: 41,633 shares; 2025Q4: 42,400 shares 42,400 $354K 0.01% +767 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,417 shares; 2025Q1: 5,001 shares; 2025Q2: 4,819 shares; 2025Q3: 4,526 shares; 2025Q4: 4,706 shares 4,706 $354K 0.01% +180 Timeline HELO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 2,246 shares; 2025Q2: 3,349 shares; 2025Q3: 4,591 shares; 2025Q4: 5,261 shares 5,261 $349K 0.01% +670 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,239 shares; 2025Q1: 13,643 shares; 2025Q2: 21,944 shares; 2025Q3: 9,606 shares; 2025Q4: 6,469 shares 6,469 $348K 0.01% -3,137 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,474 shares; 2025Q1: 8,446 shares; 2025Q2: 5,103 shares; 2025Q3: 5,424 shares; 2025Q4: 4,106 shares 4,106 $346K 0.01% -1,318 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,895 shares; 2025Q1: 7,676 shares; 2025Q2: 7,598 shares; 2025Q3: 7,301 shares; 2025Q4: 7,103 shares 7,103 $346K 0.01% -198 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,091 shares; 2025Q1: 1,502 shares; 2025Q2: 1,942 shares; 2025Q3: 500 shares; 2025Q4: 656 shares 656 $343K 0.01% +156 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,376 shares; 2025Q1: 2,645 shares; 2025Q2: 2,304 shares; 2025Q3: 2,363 shares; 2025Q4: 2,106 shares 2,106 $342K 0.01% -257 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,529 shares; 2025Q1: 6,629 shares; 2025Q2: 12,085 shares; 2025Q3: 14,140 shares; 2025Q4: 5,746 shares 5,746 $342K 0.01% -8,394 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,428 shares; 2025Q1: 6,614 shares; 2025Q2: 6,960 shares; 2025Q3: 10,151 shares; 2025Q4: 10,349 shares 10,349 $342K 0.01% +198 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,923 shares; 2025Q1: 5,417 shares; 2025Q2: 5,352 shares; 2025Q3: 4,635 shares; 2025Q4: 4,693 shares 4,693 $339K 0.01% +58 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,724 shares; 2025Q1: 881 shares; 2025Q2: 2,315 shares; 2025Q3: 671 shares; 2025Q4: 1,303 shares 1,303 $335K 0.01% +632 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 140 shares; 2025Q2: 168 shares; 2025Q3: 226 shares; 2025Q4: 63 shares 63 $335K 0.01% -163 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,513 shares; 2025Q1: 5,352 shares; 2025Q2: 5,608 shares; 2025Q3: 5,608 shares; 2025Q4: 5,692 shares 5,692 $334K 0.01% +84 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,216 shares; 2025Q1: 4,805 shares; 2025Q2: 4,553 shares; 2025Q3: 6,117 shares; 2025Q4: 7,099 shares 7,099 $332K 0.01% +982 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,882 shares; 2025Q1: 12,230 shares; 2025Q2: 9,370 shares; 2025Q3: 9,064 shares; 2025Q4: 7,841 shares 7,841 $329K 0.01% -1,223 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,680 shares; 2025Q1: 18,800 shares; 2025Q2: 18,283 shares; 2025Q3: 13,858 shares; 2025Q4: 12,408 shares 12,408 $329K 0.01% -1,450 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 31,901 shares; 2025Q4: 29,891 shares 29,891 $328K 0.01% -2,010 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,714 shares; 2025Q1: 7,646 shares; 2025Q2: 7,657 shares; 2025Q3: 7,442 shares; 2025Q4: 7,442 shares 7,442 $328K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,112 shares; 2025Q1: 13,020 shares; 2025Q2: 9,841 shares; 2025Q3: 9,239 shares; 2025Q4: 10,901 shares 10,901 $326K 0.01% +1,662 Timeline FLCE ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,750 shares; 2025Q2: 12,352 shares; 2025Q3: 11,850 shares; 2025Q4: 11,265 shares 11,265 $322K 0.01% -585 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,041 shares; 2025Q1: 48,841 shares; 2025Q2: 43,145 shares; 2025Q3: 40,845 shares; 2025Q4: 40,981 shares 40,981 $321K 0.01% +136 Timeline GXC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,079 shares; 2025Q1: 3,654 shares; 2025Q2: 3,375 shares; 2025Q3: 3,308 shares; 2025Q4: 3,308 shares 3,308 $320K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,946 shares; 2025Q1: 125,716 shares; 2025Q2: 132,520 shares; 2025Q3: 10,100 shares; 2025Q4: 11,546 shares 11,546 $317K 0.01% +1,446 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,494 shares; 2025Q1: 4,785 shares; 2025Q2: 5,094 shares; 2025Q3: 7,648 shares; 2025Q4: 8,796 shares 8,796 $314K 0.01% +1,148 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,925 shares; 2025Q1: 3,655 shares; 2025Q2: 3,879 shares; 2025Q3: 4,446 shares; 2025Q4: 3,934 shares 3,934 $314K 0.01% -512 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,721 shares; 2025Q1: 1,791 shares; 2025Q2: 1,790 shares; 2025Q3: 2,020 shares; 2025Q4: 3,328 shares 3,328 $313K 0.01% +1,308 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,619 shares; 2025Q1: 3,791 shares; 2025Q2: 3,720 shares; 2025Q3: 4,019 shares; 2025Q4: 3,860 shares 3,860 $313K 0.01% -159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,744 shares; 2025Q1: 4,075 shares; 2025Q2: 4,106 shares; 2025Q3: 3,845 shares; 2025Q4: 3,484 shares 3,484 $311K 0.01% -361 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 1,116 shares 1,116 $310K 0.01% +755 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 930 shares; 2025Q1: 996 shares; 2025Q2: 949 shares; 2025Q3: 904 shares; 2025Q4: 898 shares 898 $309K 0.01% -6 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,469 shares; 2025Q1: 6,351 shares; 2025Q2: 5,876 shares; 2025Q3: 5,810 shares; 2025Q4: 5,818 shares 5,818 $309K 0.01% +8 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,852 shares 10,852 $309K 0.01% new Timeline XMMO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 77 shares; 2025Q4: 2,221 shares 2,221 $308K 0.01% +2,144 Timeline SPYT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 634 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,571 shares 17,571 $307K 0.01% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,031 shares; 2025Q1: 8,332 shares; 2025Q2: 8,387 shares; 2025Q3: 7,764 shares; 2025Q4: 6,680 shares 6,680 $305K 0.01% -1,084 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,235 shares; 2025Q1: 7,614 shares; 2025Q2: 7,562 shares; 2025Q3: 6,416 shares; 2025Q4: 6,169 shares 6,169 $303K 0.01% -247 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,310 shares; 2025Q1: 13,310 shares; 2025Q2: 20,656 shares; 2025Q3: 20,656 shares; 2025Q4: 20,565 shares 20,565 $302K 0.01% -91 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,013 shares; 2025Q1: 6,811 shares; 2025Q2: 6,808 shares; 2025Q3: 6,892 shares; 2025Q4: 6,294 shares 6,294 $302K 0.01% -598 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 659 shares; 2025Q1: 424 shares; 2025Q2: 1,341 shares; 2025Q3: 520 shares; 2025Q4: 365 shares 365 $299K 0.01% -155 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,647 shares; 2025Q1: 4,647 shares; 2025Q2: 4,947 shares; 2025Q3: 3,442 shares; 2025Q4: 3,442 shares 3,442 $299K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,533 shares; 2025Q1: 2,428 shares; 2025Q2: 2,225 shares; 2025Q3: 2,336 shares; 2025Q4: 2,017 shares 2,017 $299K 0.01% -319 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,007 shares; 2025Q1: 3,054 shares; 2025Q2: 3,016 shares; 2025Q3: 3,042 shares; 2025Q4: 3,054 shares 3,054 $299K 0.01% +12 Timeline FCBD ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,192 shares; 2025Q2: 13,063 shares; 2025Q3: 12,299 shares; 2025Q4: 11,682 shares 11,682 $298K 0.01% -617 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,085 shares; 2025Q1: 4,744 shares; 2025Q2: 4,648 shares; 2025Q3: 4,296 shares; 2025Q4: 4,203 shares 4,203 $298K 0.01% -93 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 378 shares; 2025Q1: 485 shares; 2025Q2: 528 shares; 2025Q3: 508 shares; 2025Q4: 1,135 shares 1,135 $296K 0.01% +627 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,564 shares; 2025Q1: 7,212 shares; 2025Q2: 5,318 shares; 2025Q3: 4,548 shares; 2025Q4: 3,631 shares 3,631 $295K 0.01% -917 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 380 shares; 2025Q2: 2,289 shares; 2025Q3: 3,507 shares; 2025Q4: 3,488 shares 3,488 $295K 0.01% -19 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,541 shares; 2025Q1: 8,729 shares; 2025Q2: not reported; 2025Q3: 8,553 shares; 2025Q4: 9,686 shares 9,686 $295K 0.01% +1,133 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900,237 shares; 2025Q1: 966,820 shares; 2025Q2: 12,568 shares; 2025Q3: 11,715 shares; 2025Q4: 10,014 shares 10,014 $294K 0.01% -1,701 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 83 shares; 2025Q2: 1,838 shares; 2025Q3: 1,624 shares; 2025Q4: 1,550 shares 1,550 $292K 0.01% -74 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,050 shares; 2025Q1: 11,200 shares; 2025Q2: 12,900 shares; 2025Q3: 18,555 shares; 2025Q4: 23,265 shares 23,265 $292K 0.01% +4,710 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,852 shares; 2025Q1: 2,787 shares; 2025Q2: 7,687 shares; 2025Q3: 7,687 shares; 2025Q4: 7,687 shares 7,687 $288K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 348 shares; 2025Q2: 347 shares; 2025Q3: 380 shares; 2025Q4: 821 shares 821 $287K 0.01% +441 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,900 shares; 2025Q1: 19,811 shares; 2025Q2: 28,113 shares; 2025Q3: 26,369 shares; 2025Q4: 27,237 shares 27,237 $285K 0.01% +868 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,015 shares; 2025Q1: 2,426 shares; 2025Q2: 3,177 shares; 2025Q3: 6,786 shares; 2025Q4: 5,625 shares 5,625 $284K 0.01% -1,161 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,475 shares; 2025Q1: 42,125 shares; 2025Q2: 42,125 shares; 2025Q3: 42,125 shares; 2025Q4: 45,225 shares 45,225 $284K 0.01% +3,100 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,392 shares; 2025Q1: 5,682 shares; 2025Q2: 5,763 shares; 2025Q3: 5,763 shares; 2025Q4: 6,385 shares 6,385 $282K 0.01% +622 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,970 shares; 2025Q1: 4,873 shares; 2025Q2: 4,933 shares; 2025Q3: 4,806 shares; 2025Q4: 4,606 shares 4,606 $281K 0.01% -200 Timeline PXF 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,387 shares; 2025Q1: 4,327 shares; 2025Q2: 4,283 shares; 2025Q3: 4,283 shares; 2025Q4: 4,283 shares 4,283 $281K 0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,391 shares; 2025Q1: 23,173 shares; 2025Q2: 20,324 shares; 2025Q3: 14,702 shares; 2025Q4: 9,566 shares 9,566 $280K 0.01% -5,136 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465 shares; 2025Q1: 569 shares; 2025Q2: 564 shares; 2025Q3: 859 shares; 2025Q4: 951 shares 951 $279K 0.01% +92 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 626 shares; 2025Q2: 666 shares; 2025Q3: 637 shares; 2025Q4: 654 shares 654 $279K 0.01% +17 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 862 shares; 2025Q3: 920 shares; 2025Q4: 10,300 shares 10,300 $278K 0.01% +9,380 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 9,141 shares; 2025Q4: 9,141 shares 9,141 $276K 0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,263 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 2,228 shares 2,228 $276K 0.01% +82 Timeline USAU U S GOLD CORP More: the full row for U S GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,815 shares; 2025Q2: 23,265 shares; 2025Q3: 22,665 shares; 2025Q4: 14,220 shares 14,220 $276K 0.01% -8,445 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,565 shares; 2025Q1: 2,842 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,241 shares 3,241 $275K 0.01% 0 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,289 shares; 2025Q1: 6,310 shares; 2025Q2: 6,000 shares; 2025Q3: 5,758 shares; 2025Q4: 5,357 shares 5,357 $275K 0.01% -401 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,269 shares; 2025Q1: 5,206 shares; 2025Q2: 4,055 shares; 2025Q3: 1,297 shares; 2025Q4: 952 shares 952 $274K 0.01% -345 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,280 shares; 2025Q1: 2,477 shares; 2025Q2: 2,477 shares; 2025Q3: 2,900 shares; 2025Q4: 4,793 shares 4,793 $274K 0.01% +1,893 Timeline RFV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,049 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,311 shares; 2025Q4: 2,133 shares 2,133 $273K 0.01% +822 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 48,100 shares 48,100 $272K 0.01% +43,900 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,038 shares; 2025Q1: 2,500 shares; 2025Q2: 24,450 shares; 2025Q3: 25,200 shares; 2025Q4: 23,300 shares 23,300 $272K 0.01% -1,900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,820 shares; 2025Q1: 5,634 shares; 2025Q2: 5,470 shares; 2025Q3: 4,847 shares; 2025Q4: 3,395 shares 3,395 $271K 0.01% -1,452 Timeline IROC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,332 shares; 2025Q3: 5,349 shares; 2025Q4: 5,349 shares 5,349 $271K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,661 shares; 2025Q1: 6,351 shares; 2025Q2: 6,020 shares; 2025Q3: 5,145 shares; 2025Q4: 4,466 shares 4,466 $270K 0.01% -679 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,510 shares; 2025Q1: 3,161 shares; 2025Q2: 3,180 shares; 2025Q3: 3,403 shares; 2025Q4: 3,009 shares 3,009 $269K 0.01% -394 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 853 shares; 2025Q3: 1,209 shares; 2025Q4: 1,554 shares 1,554 $269K 0.01% +345 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,328 shares; 2025Q1: 4,373 shares; 2025Q2: 4,008 shares; 2025Q3: 3,740 shares; 2025Q4: 3,383 shares 3,383 $268K 0.01% -357 Timeline BUFZ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,479 shares; 2025Q1: 9,149 shares; 2025Q2: 5,516 shares; 2025Q3: 10,067 shares; 2025Q4: 10,078 shares 10,078 $267K 0.01% +11 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 4,743 shares; 2025Q4: 2,697 shares 2,697 $266K 0.01% -2,046 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,833 shares; 2025Q1: 53,245 shares; 2025Q2: 6,779 shares; 2025Q3: 9,551 shares; 2025Q4: 9,639 shares 9,639 $266K 0.01% +88 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41,255 shares; 2025Q2: 49,110 shares; 2025Q3: 12,115 shares; 2025Q4: 9,728 shares 9,728 $266K 0.01% -2,387 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,276 shares; 2025Q1: 3,165 shares; 2025Q2: 20,165 shares; 2025Q3: 26,473 shares; 2025Q4: 15,960 shares 15,960 $266K 0.01% -10,513 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,415 shares; 2025Q1: 1,634 shares; 2025Q2: 1,398 shares; 2025Q3: 1,635 shares; 2025Q4: 1,685 shares 1,685 $266K 0.01% +50 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,789 shares; 2025Q1: 9,515 shares; 2025Q2: 10,182 shares; 2025Q3: 10,257 shares; 2025Q4: 10,666 shares 10,666 $266K 0.01% +409 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 942 shares; 2025Q1: 982 shares; 2025Q2: 915 shares; 2025Q3: 959 shares; 2025Q4: 963 shares 963 $265K 0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,181 shares; 2025Q1: 1,591 shares; 2025Q2: 1,166 shares; 2025Q3: 1,940 shares; 2025Q4: 2,096 shares 2,096 $264K 0.01% +156 Timeline PRFZ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,635 shares; 2025Q1: 5,220 shares; 2025Q2: 5,220 shares; 2025Q3: 5,720 shares; 2025Q4: 5,720 shares 5,720 $262K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,249 shares; 2025Q1: 4,100 shares; 2025Q2: 4,567 shares; 2025Q3: 2,794 shares; 2025Q4: 1,892 shares 1,892 $261K 0.01% -902 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,200 shares; 2025Q1: 13,100 shares; 2025Q2: 14,425 shares; 2025Q3: 14,425 shares; 2025Q4: 14,955 shares 14,955 $261K 0.01% +530 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,382 shares; 2025Q1: 6,795 shares; 2025Q2: 7,543 shares; 2025Q3: 10,592 shares; 2025Q4: 11,439 shares 11,439 $259K 0.01% +847 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,191 shares; 2025Q1: 1,707 shares; 2025Q2: 1,283 shares; 2025Q3: 1,348 shares; 2025Q4: 1,460 shares 1,460 $259K 0.01% +112 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,299 shares; 2025Q1: 45,859 shares; 2025Q2: 53,002 shares; 2025Q3: 25,440 shares; 2025Q4: 8,196 shares 8,196 $258K 0.01% -17,244 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,361 shares; 2025Q2: 2,370 shares; 2025Q3: 2,230 shares; 2025Q4: 2,294 shares 2,294 $256K 0.01% +64 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,000 shares; 2025Q1: 15,000 shares; 2025Q2: 23,000 shares; 2025Q3: 26,646 shares; 2025Q4: 18,103 shares 18,103 $256K 0.01% -8,543 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,237 shares; 2025Q1: 2,378 shares; 2025Q2: 2,415 shares; 2025Q3: 3,458 shares; 2025Q4: 3,969 shares 3,969 $256K 0.01% +511 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,812 shares; 2025Q1: 4,039 shares; 2025Q2: 1,294 shares; 2025Q3: 1,773 shares; 2025Q4: 916 shares 916 $256K 0.01% -857 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,249 shares; 2025Q1: 2,234 shares; 2025Q2: 2,541 shares; 2025Q3: 2,899 shares; 2025Q4: 2,755 shares 2,755 $255K 0.01% -144 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 64 shares; 2025Q2: 1,000 shares; 2025Q3: 3,151 shares; 2025Q4: 10,639 shares 10,639 $254K 0.01% +7,488 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,282 shares; 2025Q1: 23,291 shares; 2025Q2: 1,969 shares; 2025Q3: 1,898 shares; 2025Q4: 2,646 shares 2,646 $252K 0.01% +748 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,379 shares; 2025Q1: 13,300 shares; 2025Q2: 11,645 shares; 2025Q3: 11,659 shares; 2025Q4: 12,198 shares 12,198 $252K 0.01% +539 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 281 shares; 2025Q1: 391 shares; 2025Q2: 279 shares; 2025Q3: 283 shares; 2025Q4: 1,157 shares 1,157 $251K 0.01% +874 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,468 shares; 2025Q1: 3,232 shares; 2025Q2: 3,416 shares; 2025Q3: 3,261 shares; 2025Q4: 3,753 shares 3,753 $251K 0.01% +492 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,628 shares; 2025Q2: 10,520 shares; 2025Q3: 9,520 shares; 2025Q4: 7,493 shares 7,493 $249K 0.01% -2,027 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,172 shares; 2025Q1: 21,758 shares; 2025Q2: 26,872 shares; 2025Q3: 29,514 shares; 2025Q4: 16,053 shares 16,053 $247K 0.01% -13,461 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,937 shares; 2025Q1: 10,021 shares; 2025Q2: 10,114 shares; 2025Q3: 10,437 shares; 2025Q4: 10,392 shares 10,392 $246K 0.01% -45 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,291 shares; 2025Q1: 1,062 shares; 2025Q2: 846 shares; 2025Q3: 1,498 shares; 2025Q4: 4,283 shares 4,283 $246K 0.01% +2,785 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 686 shares; 2025Q1: 717 shares; 2025Q2: 677 shares; 2025Q3: 683 shares; 2025Q4: 1,073 shares 1,073 $246K 0.01% +390 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 793 shares 793 $245K 0.01% +161 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,345 shares; 2025Q1: 5,009 shares; 2025Q2: 4,622 shares; 2025Q3: 6,957 shares; 2025Q4: 8,280 shares 8,280 $245K 0.01% +1,323 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,527 shares; 2025Q1: 3,279 shares; 2025Q2: 3,195 shares; 2025Q3: 2,487 shares; 2025Q4: 2,341 shares 2,341 $244K 0.01% -146 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,743 shares; 2025Q3: 11,976 shares; 2025Q4: 5,590 shares 5,590 $243K 0.01% -6,386 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 554 shares; 2025Q1: 374 shares; 2025Q2: 664 shares; 2025Q3: 1,140 shares; 2025Q4: 1,231 shares 1,231 $243K 0.01% +91 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,062 shares; 2025Q2: 14,305 shares; 2025Q3: 14,405 shares; 2025Q4: 16,005 shares 16,005 $242K 0.01% +1,600 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 4,300 shares; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 12,667 shares 12,667 $242K 0.01% +11,917 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,106 shares; 2025Q1: 5,322 shares; 2025Q2: 5,114 shares; 2025Q3: 3,692 shares; 2025Q4: 3,115 shares 3,115 $242K 0.01% -577 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,392 shares; 2025Q1: 1,395 shares; 2025Q2: 1,393 shares; 2025Q3: 1,928 shares; 2025Q4: 1,590 shares 1,590 $241K 0.01% -338 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,152 shares; 2025Q1: 3,582 shares; 2025Q2: 3,317 shares; 2025Q3: 2,600 shares; 2025Q4: 2,230 shares 2,230 $240K 0.01% -370 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,048 shares; 2025Q1: 12,069 shares; 2025Q2: 12,089 shares; 2025Q3: 10,881 shares; 2025Q4: 10,881 shares 10,881 $240K 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,104 shares; 2025Q1: 2,269 shares; 2025Q2: 2,423 shares; 2025Q3: 2,540 shares; 2025Q4: 2,606 shares 2,606 $238K 0.01% +66 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,204 shares; 2025Q1: 18,114 shares; 2025Q2: 18,475 shares; 2025Q3: 18,848 shares; 2025Q4: 19,797 shares 19,797 $238K 0.01% +949 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,557 shares; 2025Q2: 4,048 shares; 2025Q3: 4,985 shares; 2025Q4: 4,699 shares 4,699 $238K 0.01% -286 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,962 shares; 2025Q1: 3,831 shares; 2025Q2: 2,870 shares; 2025Q3: 2,875 shares; 2025Q4: 2,355 shares 2,355 $237K 0.01% -520 Timeline IDMO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97 shares; 2025Q4: 4,266 shares 4,266 $237K 0.01% +4,169 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,617 shares; 2025Q1: 357 shares; 2025Q2: 1,008 shares; 2025Q3: 787 shares; 2025Q4: 408 shares 408 $237K 0.01% -379 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,226 shares; 2025Q1: 801 shares; 2025Q2: 1,442 shares; 2025Q3: 490 shares; 2025Q4: 520 shares 520 $236K 0.01% +30 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,096 shares; 2025Q1: 30,148 shares; 2025Q2: 30,185 shares; 2025Q3: 28,340 shares; 2025Q4: 24,099 shares 24,099 $235K 0.01% -4,241 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 4,671 shares; 2025Q2: 4,671 shares; 2025Q3: 4,204 shares; 2025Q4: 4,535 shares 4,535 $235K 0.01% +331 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,567 shares; 2025Q1: 6,441 shares; 2025Q2: 7,430 shares; 2025Q3: 6,802 shares; 2025Q4: 6,476 shares 6,476 $234K 0.01% -326 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,183 shares; 2025Q1: 5,183 shares; 2025Q2: 5,062 shares; 2025Q3: 4,080 shares; 2025Q4: 3,610 shares 3,610 $234K 0.01% -470 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,064 shares; 2025Q1: 1,082 shares; 2025Q2: 1,882 shares; 2025Q3: 2,833 shares; 2025Q4: 1,831 shares 1,831 $234K 0.01% -1,002 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 311 shares; 2025Q1: 68 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 4,551 shares 4,551 $233K 0.01% +3,185 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,409 shares; 2025Q1: 10,170 shares; 2025Q2: 10,171 shares; 2025Q3: 8,947 shares; 2025Q4: 9,001 shares 9,001 $232K 0.01% +54 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,245 shares; 2025Q1: 5,287 shares; 2025Q2: 5,607 shares; 2025Q3: 8,362 shares; 2025Q4: 7,934 shares 7,934 $232K 0.01% -428 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,306 shares; 2025Q1: 1,291 shares; 2025Q2: 1,371 shares; 2025Q3: 1,321 shares; 2025Q4: 1,119 shares 1,119 $232K 0.01% -202 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,092 shares; 2025Q1: 7,972 shares; 2025Q2: 7,972 shares; 2025Q3: 7,972 shares; 2025Q4: 7,972 shares 7,972 $232K 0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 95 shares; 2025Q2: 91 shares; 2025Q3: 3,243 shares; 2025Q4: 1,924 shares 1,924 $232K 0.01% -1,319 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 1,138 shares; 2025Q4: 1,908 shares 1,908 $231K 0.01% +770 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,864 shares; 2025Q1: 2,890 shares; 2025Q2: 3,253 shares; 2025Q3: 3,179 shares; 2025Q4: 3,142 shares 3,142 $231K 0.01% -37 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767 shares 1,767 $231K 0.01% new Timeline TCHP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,605 shares 4,605 $230K 0.01% new Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 573 shares; 2025Q3: 673 shares; 2025Q4: 6,641 shares 6,641 $228K 0.01% +5,968 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 893 shares; 2025Q1: 974 shares; 2025Q2: 736 shares; 2025Q3: 703 shares; 2025Q4: 721 shares 721 $225K 0.01% +18 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,340 shares; 2025Q1: 6,214 shares; 2025Q2: 3,153 shares; 2025Q3: 1,221 shares; 2025Q4: 1,099 shares 1,099 $223K 0.01% -122 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 6,048 shares; 2025Q4: 5,038 shares 5,038 $223K 0.01% -1,010 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 18 shares; 2025Q2: 1,289 shares; 2025Q3: 729 shares; 2025Q4: 1,334 shares 1,334 $222K 0.01% +605 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,636 shares; 2025Q1: 2,388 shares; 2025Q2: 3,877 shares; 2025Q3: 4,839 shares; 2025Q4: 4,975 shares 4,975 $221K 0.01% +136 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,403 shares; 2025Q1: 1,538 shares; 2025Q2: 1,551 shares; 2025Q3: 1,543 shares; 2025Q4: 1,540 shares 1,540 $221K 0.01% -3 Timeline TDVI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,502 shares; 2025Q1: 279 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 7,949 shares 7,949 $221K 0.01% +7,679 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,502 shares; 2025Q1: 15,567 shares; 2025Q2: 14,720 shares; 2025Q3: 17,391 shares; 2025Q4: 15,059 shares 15,059 $218K 0.01% -2,332 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,005 shares; 2025Q1: 1,212 shares; 2025Q2: 5,296 shares; 2025Q3: 1,862 shares; 2025Q4: 1,059 shares 1,059 $217K 0.01% -803 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,176 shares; 2025Q1: 4,224 shares; 2025Q2: 4,152 shares; 2025Q3: 3,802 shares; 2025Q4: 3,786 shares 3,786 $217K 0.01% -16 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 493 shares; 2025Q1: 440 shares; 2025Q2: 703 shares; 2025Q3: 555 shares; 2025Q4: 553 shares 553 $215K 0.01% -2 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,861 shares; 2025Q1: 2,471 shares; 2025Q2: 2,466 shares; 2025Q3: 2,480 shares; 2025Q4: 2,467 shares 2,467 $215K 0.01% -13 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,079 shares; 2025Q1: 1,350 shares; 2025Q2: 1,825 shares; 2025Q3: 1,404 shares; 2025Q4: 1,556 shares 1,556 $215K 0.01% +152 Timeline DWAS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,121 shares; 2025Q2: 1,123 shares; 2025Q3: 1,329 shares; 2025Q4: 2,208 shares 2,208 $214K 0.01% +879 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,415 shares; 2025Q1: 30,615 shares; 2025Q2: 18,815 shares; 2025Q3: 10,315 shares; 2025Q4: 14,265 shares 14,265 $213K 0.01% +3,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275 shares; 2025Q1: 129 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 1,680 shares 1,680 $211K 0.01% +1,591 Timeline FGSM ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,787 shares; 2025Q2: 7,676 shares; 2025Q3: 7,335 shares; 2025Q4: 6,968 shares 6,968 $210K 0.01% -367 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,190 shares; 2025Q1: 5,226 shares; 2025Q2: 5,083 shares; 2025Q3: 3,571 shares; 2025Q4: 2,496 shares 2,496 $209K 0.01% -1,075 Timeline VIOO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,131 shares; 2025Q1: 1,106 shares; 2025Q2: 1,043 shares; 2025Q3: 1,213 shares; 2025Q4: 1,875 shares 1,875 $208K 0.01% +662 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,931 shares; 2025Q1: 18,581 shares; 2025Q2: 15,281 shares; 2025Q3: 15,281 shares; 2025Q4: 15,281 shares 15,281 $208K 0.01% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,566 shares; 2025Q1: 9,828 shares; 2025Q2: 9,613 shares; 2025Q3: 8,575 shares; 2025Q4: 8,006 shares 8,006 $208K 0.01% -569 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,849 shares; 2025Q1: 2,559 shares; 2025Q2: 3,618 shares; 2025Q3: 4,369 shares; 2025Q4: 5,438 shares 5,438 $206K 0.01% +1,069 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 5,091 shares; 2025Q4: 5,406 shares 5,406 $206K 0.01% +315 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,851 shares; 2025Q1: 3,867 shares; 2025Q2: 4,404 shares; 2025Q3: 7,566 shares; 2025Q4: 3,233 shares 3,233 $206K 0.01% -4,333 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,755 shares; 2025Q1: 3,460 shares; 2025Q2: 3,783 shares; 2025Q3: 4,040 shares; 2025Q4: 4,314 shares 4,314 $206K 0.01% +274 Timeline EPR PPTYS EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,253 shares; 2025Q1: 8,981 shares; 2025Q2: 9,380 shares; 2025Q3: 9,133 shares; 2025Q4: 9,276 shares 9,276 $206K 0.01% +143 IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 623 shares; 2025Q1: 876 shares; 2025Q2: 1,063 shares; 2025Q3: 1,547 shares; 2025Q4: 1,225 shares 1,225 $206K 0.01% -322 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,751 shares; 2025Q1: 3,169 shares; 2025Q2: 3,169 shares; 2025Q3: 3,106 shares; 2025Q4: 3,415 shares 3,415 $205K 0.01% +309 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 1,409 shares; 2025Q2: 1,385 shares; 2025Q3: 1,871 shares; 2025Q4: 1,545 shares 1,545 $205K 0.01% -326 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,804 shares; 2025Q1: 6,104 shares; 2025Q2: 5,604 shares; 2025Q3: 6,604 shares; 2025Q4: 5,604 shares 5,604 $205K 0.01% -1,000 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,102 shares; 2025Q1: 19,665 shares; 2025Q2: 18,187 shares; 2025Q3: 8,258 shares; 2025Q4: 4,354 shares 4,354 $205K 0.01% -3,904 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,747 shares; 2025Q1: 35,747 shares; 2025Q2: 33,247 shares; 2025Q3: 33,247 shares; 2025Q4: 33,247 shares 33,247 $204K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 371 shares; 2025Q2: 1,170 shares; 2025Q3: 898 shares; 2025Q4: 308 shares 308 $204K 0.01% -590 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 706 shares; 2025Q1: 720 shares; 2025Q2: 575 shares; 2025Q3: 978 shares; 2025Q4: 3,502 shares 3,502 $204K 0.01% +2,524 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,083 shares; 2025Q1: 2,488 shares; 2025Q2: 2,411 shares; 2025Q3: 2,375 shares; 2025Q4: 2,227 shares 2,227 $204K 0.01% -148 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,138 shares; 2025Q1: 6,006 shares; 2025Q2: 5,980 shares; 2025Q3: 4,970 shares; 2025Q4: 4,908 shares 4,908 $203K 0.01% -62 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,162 shares; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,663 shares 1,663 $203K 0.01% +616 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,995 shares; 2025Q1: 2,067 shares; 2025Q2: 1,980 shares; 2025Q3: 2,054 shares; 2025Q4: 2,515 shares 2,515 $200K 0.01% +461 Timeline AIPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 4,175 shares; 2025Q3: 6,057 shares; 2025Q4: 4,994 shares 4,994 $200K 0.01% -1,063 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,506 shares; 2025Q1: 26,449 shares; 2025Q2: 1,597 shares; 2025Q3: 1,886 shares; 2025Q4: 1,761 shares 1,761 $199K 0.01% -125 Timeline PGX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,073 shares; 2025Q1: 6,076 shares; 2025Q2: 6,511 shares; 2025Q3: 6,887 shares; 2025Q4: 17,679 shares 17,679 $199K 0.01% +10,792 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,700 shares; 2025Q1: 34,200 shares; 2025Q2: 16,700 shares; 2025Q3: 26,108 shares; 2025Q4: 24,765 shares 24,765 $197K 0.01% -1,343 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 77 shares; 2025Q2: 5,729 shares; 2025Q3: 3,758 shares; 2025Q4: 1,596 shares 1,596 $196K 0.01% -2,162 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,866 shares; 2025Q1: 2,242 shares; 2025Q2: 1,847 shares; 2025Q3: 2,501 shares; 2025Q4: 2,536 shares 2,536 $196K 0.01% +35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,181 shares; 2025Q1: 1,144 shares; 2025Q2: 1,171 shares; 2025Q3: 1,345 shares; 2025Q4: 1,204 shares 1,204 $196K 0.01% -141 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,727 shares; 2025Q1: 2,475 shares; 2025Q2: 2,358 shares; 2025Q3: 2,891 shares; 2025Q4: 3,249 shares 3,249 $196K 0.01% +358 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 971 shares; 2025Q1: 3 shares; 2025Q2: 628 shares; 2025Q3: 567 shares; 2025Q4: 463 shares 463 $195K 0.01% -104 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 331 shares; 2025Q1: 344 shares; 2025Q2: 466 shares; 2025Q3: 525 shares; 2025Q4: 557 shares 557 $195K 0.01% +32 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,057 shares; 2025Q1: 305,092 shares; 2025Q2: 6,689 shares; 2025Q3: 4,078 shares; 2025Q4: 3,419 shares 3,419 $195K 0.01% -659 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 729 shares; 2025Q1: 521 shares; 2025Q2: 497 shares; 2025Q3: 491 shares; 2025Q4: 499 shares 499 $194K 0.01% +8 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,798 shares; 2025Q1: 21,170 shares; 2025Q2: 21,170 shares; 2025Q3: 21,871 shares; 2025Q4: 22,357 shares 22,357 $194K 0.01% +486 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,576 shares; 2025Q1: 3,801 shares; 2025Q2: 4,265 shares; 2025Q3: 27,109 shares; 2025Q4: 24,242 shares 24,242 $194K 0.01% -2,867 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 425 shares; 2025Q2: 536 shares; 2025Q3: 747 shares; 2025Q4: 924 shares 924 $193K 0.01% +177 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,156 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 478 shares; 2025Q4: 517 shares 517 $193K 0.01% +39 Timeline SEA ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,559 shares; 2025Q4: 13,559 shares 13,559 $193K 0.01% 0 Timeline FINT ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,774 shares; 2025Q2: 6,676 shares; 2025Q3: 6,421 shares; 2025Q4: 6,092 shares 6,092 $192K 0.01% -329 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,244 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,285 shares; 2025Q4: 1,261 shares 1,261 $192K 0.01% -24 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,928 shares; 2025Q1: 6,905 shares; 2025Q2: 7,406 shares; 2025Q3: 6,762 shares; 2025Q4: 6,456 shares 6,456 $191K 0.01% -306 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 26 shares; 2025Q2: 704 shares; 2025Q3: 5,712 shares; 2025Q4: 5,469 shares 5,469 $191K 0.01% -243 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,223 shares; 2025Q1: 3,694 shares; 2025Q2: 3,883 shares; 2025Q3: 3,684 shares; 2025Q4: 3,867 shares 3,867 $190K 0.01% +183 TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 14,300 shares; 2025Q4: 17,200 shares 17,200 $190K 0.01% +2,900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,171 shares; 2025Q1: 2,559 shares; 2025Q2: 2,387 shares; 2025Q3: 2,318 shares; 2025Q4: 2,345 shares 2,345 $188K 0.01% +27 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 354 shares; 2025Q1: 683 shares; 2025Q2: 673 shares; 2025Q3: 985 shares; 2025Q4: 1,327 shares 1,327 $187K 0.01% +342 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,932 shares; 2025Q1: 5,526 shares; 2025Q2: 5,397 shares; 2025Q3: 6,370 shares; 2025Q4: 5,530 shares 5,530 $187K 0.01% -840 Timeline GMF 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,421 shares; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares 1,346 $187K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,114 shares; 2025Q1: 1,385 shares; 2025Q2: 1,320 shares; 2025Q3: 1,299 shares; 2025Q4: 1,451 shares 1,451 $185K 0.01% +152 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 989 shares; 2025Q1: 16,020 shares; 2025Q2: 1,702 shares; 2025Q3: 1,549 shares; 2025Q4: 1,403 shares 1,403 $185K 0.01% -146 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,124 shares; 2025Q1: 2,756 shares; 2025Q2: 2,621 shares; 2025Q3: 2,639 shares; 2025Q4: 2,637 shares 2,637 $184K 0.01% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,668 shares; 2025Q1: 6,548 shares; 2025Q2: 7,301 shares; 2025Q3: 2,015 shares; 2025Q4: 1,501 shares 1,501 $184K 0.01% -514 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,050 shares; 2025Q1: 28,200 shares; 2025Q2: 24,100 shares; 2025Q3: 15,385 shares; 2025Q4: 15,652 shares 15,652 $184K 0.01% +267 Timeline FMHI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 3,792 shares 3,792 $182K 0.01% +2,689 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,437 shares; 2025Q1: 3,783 shares; 2025Q2: 3,547 shares; 2025Q3: 3,471 shares; 2025Q4: 3,516 shares 3,516 $181K 0.01% +45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: 722 shares; 2025Q2: 701 shares; 2025Q3: 700 shares; 2025Q4: 631 shares 631 $181K 0.01% -69 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,161 shares; 2025Q1: 2,340 shares; 2025Q2: 3,225 shares; 2025Q3: 3,106 shares; 2025Q4: 3,243 shares 3,243 $179K 0.01% +137 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,449 shares; 2025Q1: 4,449 shares; 2025Q2: 5,065 shares; 2025Q3: 5,065 shares; 2025Q4: 5,065 shares 5,065 $178K 0.01% 0 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,729 shares; 2025Q1: 3,597 shares; 2025Q2: 4,021 shares; 2025Q3: 4,021 shares; 2025Q4: 4,079 shares 4,079 $178K 0.01% +58 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,294 shares; 2025Q1: 46,776 shares; 2025Q2: 47,641 shares; 2025Q3: 45,391 shares; 2025Q4: 13,764 shares 13,764 $177K 0.01% -31,627 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,486 shares; 2025Q1: 5,412 shares; 2025Q2: 5,088 shares; 2025Q3: 5,094 shares; 2025Q4: 5,101 shares 5,101 $177K 0.01% +7 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 630 shares; 2025Q1: 538 shares; 2025Q2: 579 shares; 2025Q3: 770 shares; 2025Q4: 780 shares 780 $175K 0.01% +10 Timeline GTO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,105 shares; 2025Q3: 3,710 shares; 2025Q4: 3,691 shares 3,691 $175K 0.01% -19 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 998 shares; 2025Q1: 388 shares; 2025Q2: 1,523 shares; 2025Q3: 1,564 shares; 2025Q4: 1,596 shares 1,596 $175K 0.01% +32 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,477 shares; 2025Q2: 1,633 shares; 2025Q3: 922 shares; 2025Q4: 602 shares 602 $175K 0.01% -320 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,074 shares; 2025Q1: 1,740 shares; 2025Q2: 4,529 shares; 2025Q3: 4,567 shares; 2025Q4: 3,894 shares 3,894 $174K 0.01% -673 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 5,010 shares 5,010 $174K 0.01% +4,921 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,886 shares; 2025Q1: 999 shares; 2025Q2: 1,180 shares; 2025Q3: 2,190 shares; 2025Q4: 2,048 shares 2,048 $174K 0.01% -142 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,530 shares; 2025Q1: 2,028 shares; 2025Q2: 1,370 shares; 2025Q3: 1,311 shares; 2025Q4: 1,174 shares 1,174 $172K 0.01% -137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 289 shares; 2025Q2: 324 shares; 2025Q3: 309 shares; 2025Q4: 310 shares 310 $171K 0.01% +1 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,263 shares; 2025Q1: 4,035 shares; 2025Q2: 4,284 shares; 2025Q3: 4,359 shares; 2025Q4: 5,673 shares 5,673 $171K 0.01% +1,314 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 587 shares; 2025Q2: 525 shares; 2025Q3: 483 shares; 2025Q4: 590 shares 590 $170K 0.01% +107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,001 shares; 2025Q1: 10,090 shares; 2025Q2: 9,111 shares; 2025Q3: 8,845 shares; 2025Q4: 7,501 shares 7,501 $169K 0.01% -1,344 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,578 shares; 2025Q1: 2,056 shares; 2025Q2: 2,066 shares; 2025Q3: 1,609 shares; 2025Q4: 3,818 shares 3,818 $169K 0.01% +2,209 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,907 shares; 2025Q1: 16,200 shares; 2025Q2: 19,045 shares; 2025Q3: 10,154 shares; 2025Q4: 6,071 shares 6,071 $169K 0.01% -4,083 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,812 shares; 2025Q1: 14,463 shares; 2025Q2: 5,009 shares; 2025Q3: 4,732 shares; 2025Q4: 4,090 shares 4,090 $169K 0.01% -642 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,983 shares; 2025Q1: 6,209 shares; 2025Q2: 6,544 shares; 2025Q3: 6,361 shares; 2025Q4: 6,787 shares 6,787 $169K 0.01% +426 NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 1,227 shares; 2025Q2: 2,170 shares; 2025Q3: 3,156 shares; 2025Q4: 2,014 shares 2,014 $169K 0.01% -1,142 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,258 shares; 2025Q1: 1,285 shares; 2025Q2: 2,057 shares; 2025Q3: 1,978 shares; 2025Q4: 2,025 shares 2,025 $167K 0.01% +47 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,288 shares; 2025Q3: 1,292 shares; 2025Q4: 1,250 shares 1,250 $167K 0.01% -42 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,243 shares; 2025Q1: 1,171 shares; 2025Q2: 1,177 shares; 2025Q3: 1,144 shares; 2025Q4: 1,192 shares 1,192 $166K 0.01% +48 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,554 shares; 2025Q1: 1,332 shares; 2025Q2: 814 shares; 2025Q3: 1,426 shares; 2025Q4: 727 shares 727 $166K 0.01% -699 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,896 shares; 2025Q1: 24,320 shares; 2025Q2: 26,150 shares; 2025Q3: 13,219 shares; 2025Q4: 8,073 shares 8,073 $165K 0.01% -5,146 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 7,033 shares; 2025Q4: 5,977 shares 5,977 $165K 0.01% -1,056 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 601 shares; 2025Q1: 637 shares; 2025Q2: 606 shares; 2025Q3: 689 shares; 2025Q4: 665 shares 665 $165K 0.01% -24 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,378 shares; 2025Q1: 3,302 shares; 2025Q2: 3,253 shares; 2025Q3: 3,527 shares; 2025Q4: 3,666 shares 3,666 $164K 0.01% +139 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 982 shares 982 $164K 0.01% +227 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,335 shares 12,335 $162K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 338 shares; 2025Q2: 310 shares; 2025Q3: 309 shares; 2025Q4: 317 shares 317 $162K 0.01% +8 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260 shares; 2025Q1: 151,353 shares; 2025Q2: 583 shares; 2025Q3: 663 shares; 2025Q4: 7,447 shares 7,447 $161K 0.01% +6,784 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,769 shares; 2025Q1: 2,809 shares; 2025Q2: 2,533 shares; 2025Q3: 1,551 shares; 2025Q4: 1,545 shares 1,545 $160K 0.01% -6 Timeline RDVY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,422 shares; 2025Q1: 3,127 shares; 2025Q2: 3,092 shares; 2025Q3: 3,975 shares; 2025Q4: 2,296 shares 2,296 $160K 0.01% -1,679 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,362 shares; 2025Q1: 1,194 shares; 2025Q2: 5,329 shares; 2025Q3: 887 shares; 2025Q4: 842 shares 842 $158K 0.01% -45 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,298 shares; 2025Q1: 4,298 shares; 2025Q2: 4,298 shares; 2025Q3: 4,298 shares; 2025Q4: 4,298 shares 4,298 $158K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 22 shares; 2025Q2: 23 shares; 2025Q3: 172 shares; 2025Q4: 338 shares 338 $158K 0.01% +166 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,384 shares; 2025Q2: 1,354 shares; 2025Q3: 2,070 shares; 2025Q4: 1,531 shares 1,531 $157K 0.01% -539 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,262 shares; 2025Q1: 4,754 shares; 2025Q2: 5,416 shares; 2025Q3: 7,977 shares; 2025Q4: 8,255 shares 8,255 $156K 0.01% +278 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,900 shares; 2025Q1: 8,733 shares; 2025Q2: 9,467 shares; 2025Q3: 2,539 shares; 2025Q4: 6,992 shares 6,992 $156K 0.01% +4,453 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 1,251 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares 1,756 $155K 0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 631 shares; 2025Q2: 608 shares; 2025Q3: 479 shares; 2025Q4: 1,242 shares 1,242 $154K 0.01% +763 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 560 shares; 2025Q3: 1,550 shares; 2025Q4: 3,605 shares 3,605 $154K 0.01% +2,055 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,089 shares; 2025Q1: 524 shares; 2025Q2: 479 shares; 2025Q3: 618 shares; 2025Q4: 574 shares 574 $154K 0.01% -44 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,067 shares; 2025Q1: 4,059 shares; 2025Q2: 5,633 shares; 2025Q3: 4,806 shares; 2025Q4: 4,685 shares 4,685 $154K 0.01% -121 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,085 shares; 2025Q1: 2,802 shares; 2025Q2: 3,140 shares; 2025Q3: 3,009 shares; 2025Q4: 3,130 shares 3,130 $153K 0.01% +121 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,852 shares; 2025Q1: 223,214 shares; 2025Q2: 6,654 shares; 2025Q3: 4,142 shares; 2025Q4: 3,138 shares 3,138 $153K 0.01% -1,004 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,189 shares; 2025Q3: 4,189 shares; 2025Q4: 4,190 shares 4,190 $153K 0.01% +1 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 966 shares; 2025Q3: 4,252 shares; 2025Q4: 4,445 shares 4,445 $152K 0.01% +193 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,197 shares; 2025Q3: 5,197 shares; 2025Q4: 5,197 shares 5,197 $152K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,232 shares; 2025Q1: 1,237 shares; 2025Q2: 1,281 shares; 2025Q3: 1,284 shares; 2025Q4: 1,852 shares 1,852 $152K 0.01% +568 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,001 shares; 2025Q1: 3,225 shares; 2025Q2: 4,490 shares; 2025Q3: 8,071 shares; 2025Q4: 4,401 shares 4,401 $152K 0.01% -3,670 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,100 shares; 2025Q1: 14,850 shares; 2025Q2: 6,000 shares; 2025Q3: 7,259 shares; 2025Q4: 6,760 shares 6,760 $151K 0.01% -499 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 408 shares; 2025Q1: 444 shares; 2025Q2: 1,073 shares; 2025Q3: 1,543 shares; 2025Q4: 1,997 shares 1,997 $151K 0.01% +454 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,213 shares; 2025Q1: 26,770 shares; 2025Q2: 28,177 shares; 2025Q3: 1,052 shares; 2025Q4: 1,040 shares 1,040 $150K 0.01% -12 Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,787 shares; 2025Q1: 44,787 shares; 2025Q2: 46,787 shares; 2025Q3: 46,787 shares; 2025Q4: 48,035 shares 48,035 $150K 0.01% +1,248 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,638 shares; 2025Q1: 2,638 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,966 shares 2,966 $150K 0.01% +328 Timeline GNR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,405 shares 2,405 $149K 0.01% new Timeline SPHQ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,121 shares; 2025Q1: 1,197 shares; 2025Q2: 1,212 shares; 2025Q3: 2,601 shares; 2025Q4: 1,985 shares 1,985 $149K 0.01% -616 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,866 shares; 2025Q1: 2,866 shares; 2025Q2: 2,866 shares; 2025Q3: 3,334 shares; 2025Q4: 3,334 shares 3,334 $148K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 1,037 shares 1,037 $147K 0.01% +62 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,290 shares; 2025Q1: 3,084 shares; 2025Q2: 3,079 shares; 2025Q3: 4,284 shares; 2025Q4: 2,980 shares 2,980 $147K 0.01% -1,304 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,467 shares; 2025Q1: 4,367 shares; 2025Q2: 4,367 shares; 2025Q3: 4,367 shares; 2025Q4: 4,339 shares 4,339 $146K 0.01% -28 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,984 shares; 2025Q1: 3,186 shares; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares 3,186 $146K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: 15,828 shares; 2025Q2: 17,577 shares; 2025Q3: 650 shares; 2025Q4: 698 shares 698 $145K 0.01% +48 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,536 shares; 2025Q1: 941 shares; 2025Q2: 1,434 shares; 2025Q3: 1,382 shares; 2025Q4: 1,422 shares 1,422 $145K 0.01% +40 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 9,561 shares; 2025Q4: 10,530 shares 10,530 $145K 0.01% +969 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,529 shares; 2025Q1: 633 shares; 2025Q2: 1,035 shares; 2025Q3: 987 shares; 2025Q4: 2,148 shares 2,148 $145K 0.01% +1,161 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,127 shares; 2025Q1: 3,127 shares; 2025Q2: 4,121 shares; 2025Q3: 4,121 shares; 2025Q4: 3,691 shares 3,691 $144K 0.01% -430 Timeline IDHQ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,152 shares; 2025Q1: 3,961 shares; 2025Q2: 4,149 shares; 2025Q3: 4,056 shares; 2025Q4: 4,093 shares 4,093 $144K 0.01% +37 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 497 shares; 2025Q3: 644 shares; 2025Q4: 2,008 shares 2,008 $144K 0.01% +1,364 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 96 shares; 2025Q2: 1,150 shares; 2025Q3: 14,815 shares; 2025Q4: 19,106 shares 19,106 $144K 0.01% +4,291 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,927 shares; 2025Q1: 4,927 shares; 2025Q2: 4,927 shares; 2025Q3: 4,927 shares; 2025Q4: 4,927 shares 4,927 $143K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 899 shares; 2025Q4: 5,077 shares 5,077 $143K <0.01% +4,178 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183 shares; 2025Q1: 532 shares; 2025Q2: 347 shares; 2025Q3: 3,019 shares; 2025Q4: 1,733 shares 1,733 $143K <0.01% -1,286 Timeline IPOS RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,417 shares; 2025Q1: 8,576 shares; 2025Q2: 8,585 shares; 2025Q3: 8,417 shares; 2025Q4: 8,447 shares 8,447 $143K <0.01% +30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,861 shares; 2025Q1: 2,318 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares; 2025Q4: 2,604 shares 2,604 $142K <0.01% +271 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,089 shares; 2025Q1: 18,287 shares; 2025Q2: 18,001 shares; 2025Q3: 18,001 shares; 2025Q4: 18,079 shares 18,079 $140K <0.01% +78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,266 shares; 2025Q1: 858 shares; 2025Q2: 814 shares; 2025Q3: 1,015 shares; 2025Q4: 1,017 shares 1,017 $140K <0.01% +2 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,347 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,248 shares; 2025Q4: 3,104 shares 3,104 $140K <0.01% -144 Timeline PCEF 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,415 shares; 2025Q1: 7,415 shares; 2025Q2: 7,414 shares; 2025Q3: 7,414 shares; 2025Q4: 7,016 shares 7,016 $139K <0.01% -398 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 2,751 shares; 2025Q2: 1,356 shares; 2025Q3: 3,371 shares; 2025Q4: 5,300 shares 5,300 $139K <0.01% +1,929 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,047 shares; 2025Q4: 2,063 shares 2,063 $138K <0.01% +16 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,085 shares; 2025Q1: 1,808 shares; 2025Q2: 1,053 shares; 2025Q3: 1,261 shares; 2025Q4: 1,452 shares 1,452 $138K <0.01% +191 Timeline QCJA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,253 shares 6,253 $138K <0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,806 shares; 2025Q1: 3,435 shares; 2025Q2: 3,153 shares; 2025Q3: 2,365 shares; 2025Q4: 2,442 shares 2,442 $138K <0.01% +77 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 742 shares; 2025Q2: 878 shares; 2025Q3: 1,156 shares; 2025Q4: 1,379 shares 1,379 $137K <0.01% +223 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 857 shares; 2025Q1: 6,606 shares; 2025Q2: 919 shares; 2025Q3: 527 shares; 2025Q4: 534 shares 534 $137K <0.01% +7 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 844 shares; 2025Q2: 1,671 shares; 2025Q3: 3,045 shares; 2025Q4: 3,269 shares 3,269 $136K <0.01% +224 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 189 shares; 2025Q2: 2,134 shares; 2025Q3: 2,159 shares; 2025Q4: 2,025 shares 2,025 $136K <0.01% -134 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 5,939 shares 5,939 $136K <0.01% +4,221 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,046 shares; 2025Q1: 3,822 shares; 2025Q2: 5,279 shares; 2025Q3: 3,816 shares; 2025Q4: 4,679 shares 4,679 $136K <0.01% +863 Timeline FSMB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 6,758 shares 6,758 $135K <0.01% +4,817 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,211 shares; 2025Q1: 2,450 shares; 2025Q2: 2,434 shares; 2025Q3: 2,377 shares; 2025Q4: 2,377 shares 2,377 $135K <0.01% 0 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 2,984 shares 2,984 $135K <0.01% +2,111 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 668 shares; 2025Q1: 1,478 shares; 2025Q2: 2,209 shares; 2025Q3: 1,534 shares; 2025Q4: 2,201 shares 2,201 $135K <0.01% +667 Timeline FOPC ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,597 shares; 2025Q2: 5,796 shares; 2025Q3: 5,510 shares; 2025Q4: 5,278 shares 5,278 $135K <0.01% -232 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,371 shares; 2025Q1: 1,360 shares; 2025Q2: 1,360 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares 1,629 $135K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 897 shares; 2025Q1: 858 shares; 2025Q2: 794 shares; 2025Q3: 1,824 shares; 2025Q4: 1,821 shares 1,821 $134K <0.01% -3 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 1,238 shares; 2025Q4: 1,461 shares 1,461 $134K <0.01% +223 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,230 shares; 2025Q1: 19,505 shares; 2025Q2: 18,005 shares; 2025Q3: 17,905 shares; 2025Q4: 17,905 shares 17,905 $133K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: 1,445 shares; 2025Q2: 1,825 shares; 2025Q3: 2,070 shares; 2025Q4: 2,059 shares 2,059 $133K <0.01% -11 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,052 shares; 2025Q1: 6,223 shares; 2025Q2: 6,296 shares; 2025Q3: 10,610 shares; 2025Q4: 11,233 shares 11,233 $131K <0.01% +623 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,847 shares; 2025Q1: 3,385 shares; 2025Q2: 2,377 shares; 2025Q3: 2,321 shares; 2025Q4: 2,571 shares 2,571 $131K <0.01% +250 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: 4,918 shares 4,918 $130K <0.01% +4,870 Timeline VLT INVESCO HIGH INCOME TR II More: the full row for INVESCO HIGH INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 702 shares; 2025Q2: 605 shares; 2025Q3: 657 shares; 2025Q4: 11,668 shares 11,668 $130K <0.01% +11,011 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 4,751 shares; 2025Q4: 5,909 shares 5,909 $130K <0.01% +1,158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,141 shares 1,141 $130K <0.01% -151 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 357 shares; 2025Q2: 6,068 shares; 2025Q3: 5,393 shares; 2025Q4: 5,474 shares 5,474 $127K <0.01% +81 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,256 shares; 2025Q1: 1,082 shares; 2025Q2: 303 shares; 2025Q3: 203 shares; 2025Q4: 830 shares 830 $127K <0.01% +627 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 590 shares; 2025Q2: 537 shares; 2025Q3: 503 shares; 2025Q4: 491 shares 491 $127K <0.01% -12 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 777 shares; 2025Q1: 610 shares; 2025Q2: 644 shares; 2025Q3: 760 shares; 2025Q4: 455 shares 455 $127K <0.01% -305 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,306 shares; 2025Q1: 1,194 shares; 2025Q2: 1,173 shares; 2025Q3: 1,218 shares; 2025Q4: 1,204 shares 1,204 $127K <0.01% -14 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,907 shares; 2025Q1: 63,282 shares; 2025Q2: 40,462 shares; 2025Q3: 42,580 shares; 2025Q4: 2,496 shares 2,496 $127K <0.01% -40,084 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 3,412 shares 3,412 $126K <0.01% +3,383 Timeline RWO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,797 shares; 2025Q1: 3,297 shares; 2025Q2: 3,152 shares; 2025Q3: 3,103 shares; 2025Q4: 2,784 shares 2,784 $125K <0.01% -319 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 906 shares; 2025Q1: 850 shares; 2025Q2: 679 shares; 2025Q3: 704 shares; 2025Q4: 674 shares 674 $125K <0.01% -30 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,748 shares; 2025Q1: 2,816 shares; 2025Q2: 2,858 shares; 2025Q3: 2,788 shares; 2025Q4: 2,801 shares 2,801 $125K <0.01% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 731 shares; 2025Q2: 726 shares; 2025Q3: 3,944 shares; 2025Q4: 3,936 shares 3,936 $125K <0.01% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236 shares; 2025Q1: 840 shares; 2025Q2: 834 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780 $124K <0.01% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,418 shares; 2025Q1: 9,573 shares; 2025Q2: 9,381 shares; 2025Q3: 7,881 shares; 2025Q4: 7,337 shares 7,337 $124K <0.01% -544 Timeline ZEUS OLYMPIC STEEL INC More: the full row for OLYMPIC STEEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 3,121 shares; 2025Q2: 2,598 shares; 2025Q3: 3,669 shares; 2025Q4: 2,900 shares 2,900 $124K <0.01% -769 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,144 shares; 2025Q1: 5,144 shares; 2025Q2: 5,144 shares; 2025Q3: 5,144 shares; 2025Q4: 5,144 shares 5,144 $124K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 131 shares; 2025Q3: 3,348 shares; 2025Q4: 3,311 shares 3,311 $124K <0.01% -37 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 271 shares; 2025Q4: 724 shares 724 $123K <0.01% +453 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 793 shares; 2025Q1: 1,074 shares; 2025Q2: 813 shares; 2025Q3: 854 shares; 2025Q4: 954 shares 954 $123K <0.01% +100 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,020 shares; 2025Q1: 17,473 shares; 2025Q2: 17,529 shares; 2025Q3: 19,566 shares; 2025Q4: 19,567 shares 19,567 $123K <0.01% +1 Timeline SXC SUNCOKE ENERGY INC More: the full row for SUNCOKE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,039 shares; 2025Q4: 17,021 shares 17,021 $123K <0.01% +2,982 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,575 shares; 2025Q1: 7,575 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $122K <0.01% 0 Timeline CTGO CONTANGO SILVER & GOLD INC More: the full row for CONTANGO SILVER & GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 12,075 shares; 2025Q3: 10,425 shares; 2025Q4: 4,625 shares 4,625 $122K <0.01% -5,800 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,762 shares; 2025Q1: 5,762 shares; 2025Q2: 5,762 shares; 2025Q3: 5,762 shares; 2025Q4: 3,454 shares 3,454 $122K <0.01% -2,308 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 589 shares; 2025Q1: 130 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 1,534 shares 1,534 $121K <0.01% +1,104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,639 shares 4,639 $120K <0.01% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,920 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares 1,222 $120K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361 shares; 2025Q1: 421 shares; 2025Q2: 320 shares; 2025Q3: 359 shares; 2025Q4: 4,219 shares 4,219 $119K <0.01% +3,860 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,517 shares; 2025Q3: 3,466 shares; 2025Q4: 3,021 shares 3,021 $119K <0.01% -445 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 225 shares; 2025Q2: 291 shares; 2025Q3: 318 shares; 2025Q4: 535 shares 535 $119K <0.01% +217 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,020 shares; 2025Q1: 5,040 shares; 2025Q2: 3,931 shares; 2025Q3: 3,852 shares; 2025Q4: 2,490 shares 2,490 $118K <0.01% -1,362 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,122 shares; 2025Q1: 2,893 shares; 2025Q2: 2,722 shares; 2025Q3: 3,083 shares; 2025Q4: 3,083 shares 3,083 $118K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 18 shares; 2025Q2: 300 shares; 2025Q3: 434 shares; 2025Q4: 145 shares 145 $117K <0.01% -289 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,841 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,311 shares; 2025Q4: 1,799 shares 1,799 $117K <0.01% +488 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,310 shares; 2025Q1: 4,027 shares; 2025Q2: 3,873 shares; 2025Q3: 2,804 shares; 2025Q4: 2,706 shares 2,706 $117K <0.01% -98 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,286 shares; 2025Q1: 2,286 shares; 2025Q2: 2,286 shares; 2025Q3: 2,286 shares; 2025Q4: 2,188 shares 2,188 $115K <0.01% -98 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,711 shares; 2025Q1: 2,041 shares; 2025Q2: 2,004 shares; 2025Q3: 1,744 shares; 2025Q4: 1,334 shares 1,334 $115K <0.01% -410 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,651 shares; 2025Q4: 8,562 shares 8,562 $115K <0.01% +2,911 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,116 shares 1,116 $114K <0.01% +20 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,861 shares; 2025Q1: 5,176 shares; 2025Q2: 6,071 shares; 2025Q3: 6,571 shares; 2025Q4: 4,853 shares 4,853 $113K <0.01% -1,718 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,429 shares; 2025Q4: 1,829 shares 1,829 $113K <0.01% +400 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares 1,535 $113K <0.01% 0 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,694 shares; 2025Q1: 38,997 shares; 2025Q2: 40,534 shares; 2025Q3: 60,308 shares; 2025Q4: 20,831 shares 20,831 $113K <0.01% -39,477 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 1,040 shares; 2025Q2: not reported; 2025Q3: 1,207 shares; 2025Q4: 1,295 shares 1,295 $113K <0.01% +88 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,219 shares 8,219 $113K <0.01% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,754 shares; 2025Q1: 2,191 shares; 2025Q2: 2,131 shares; 2025Q3: 3,821 shares; 2025Q4: 3,884 shares 3,884 $112K <0.01% +63 Timeline TSPA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,003 shares; 2025Q3: 2,605 shares; 2025Q4: 2,608 shares 2,608 $112K <0.01% +3 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,330 shares; 2025Q1: 5,711 shares; 2025Q2: 2,753 shares; 2025Q3: 3,381 shares; 2025Q4: 4,704 shares 4,704 $111K <0.01% +1,323 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,670 shares; 2025Q1: 3,153 shares; 2025Q2: 2,678 shares; 2025Q3: 2,678 shares; 2025Q4: 2,678 shares 2,678 $111K <0.01% 0 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,335 shares; 2025Q1: 8,485 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares; 2025Q4: 9,985 shares 9,985 $110K <0.01% +1,500 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 1,086 shares 1,086 $110K <0.01% +151 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,054 shares; 2025Q1: 8,054 shares; 2025Q2: 8,054 shares; 2025Q3: 8,054 shares; 2025Q4: 8,054 shares 8,054 $110K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,209 shares; 2025Q1: 5,250 shares; 2025Q2: 11,603 shares; 2025Q3: 5,612 shares; 2025Q4: 3,047 shares 3,047 $110K <0.01% -2,565 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,773 shares; 2025Q1: 5,064 shares; 2025Q2: 4,922 shares; 2025Q3: 4,227 shares; 2025Q4: 4,700 shares 4,700 $110K <0.01% +473 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,112 shares; 2025Q1: 592 shares; 2025Q2: 4,072 shares; 2025Q3: 2,923 shares; 2025Q4: 533 shares 533 $109K <0.01% -2,390 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,752 shares; 2025Q3: 4,620 shares; 2025Q4: 4,055 shares 4,055 $109K <0.01% -565 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,429 shares; 2025Q1: 1,521 shares; 2025Q2: 1,281 shares; 2025Q3: 1,625 shares; 2025Q4: 1,704 shares 1,704 $109K <0.01% +79 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,129 shares; 2025Q1: 1,029 shares; 2025Q2: 1,183 shares; 2025Q3: 1,461 shares; 2025Q4: 1,061 shares 1,061 $109K <0.01% -400 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,330 shares; 2025Q4: 3,330 shares 3,330 $109K <0.01% 0 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,564 shares; 2025Q2: 19,599 shares; 2025Q3: not reported; 2025Q4: 4,246 shares 4,246 $108K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,428 shares; 2025Q1: 3,402 shares; 2025Q2: 4,211 shares; 2025Q3: 4,480 shares; 2025Q4: 2,627 shares 2,627 $108K <0.01% -1,853 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,863 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,893 shares 3,893 $108K <0.01% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,878 shares; 2025Q4: 2,364 shares 2,364 $108K <0.01% -514 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 75 shares; 2025Q3: 74 shares; 2025Q4: 86 shares 86 $108K <0.01% +12