IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,670 shares; 2025Q1: 3,153 shares; 2025Q2: 2,678 shares; 2025Q3: 2,678 shares; 2025Q4: 2,678 shares; 2026Q1: 2,678 shares 2,678 $107K <0.01% 0 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,364 shares; 2026Q1: 4,115 shares 4,115 $107K <0.01% +2,751 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,694 shares; 2025Q1: 38,997 shares; 2025Q2: 40,534 shares; 2025Q3: 60,308 shares; 2025Q4: 20,831 shares; 2026Q1: 21,045 shares 21,045 $107K <0.01% +214 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 371 shares; 2025Q2: 1,170 shares; 2025Q3: 898 shares; 2025Q4: 308 shares; 2026Q1: 248 shares 248 $107K <0.01% -60 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,381 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 2,511 shares; 2025Q4: 3,457 shares; 2026Q1: 4,255 shares 4,255 $107K <0.01% +798 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,418 shares; 2025Q1: 9,573 shares; 2025Q2: 9,381 shares; 2025Q3: 7,881 shares; 2025Q4: 7,337 shares; 2026Q1: 4,023 shares 4,023 $107K <0.01% -3,314 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 857 shares; 2025Q1: 6,606 shares; 2025Q2: 919 shares; 2025Q3: 527 shares; 2025Q4: 534 shares; 2026Q1: 540 shares 540 $107K <0.01% +6 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,972 shares; 2025Q1: 2,036 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares 1,609 $106K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 996 shares; 2025Q2: 417 shares; 2025Q3: 120 shares; 2025Q4: 103 shares; 2026Q1: 97 shares 97 $106K <0.01% -6 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 3,462 shares; 2026Q1: 4,168 shares 4,168 $106K <0.01% +706 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,477 shares; 2025Q2: 1,633 shares; 2025Q3: 922 shares; 2025Q4: 602 shares; 2026Q1: 489 shares 489 $106K <0.01% -113 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,620 shares; 2025Q2: 1,693 shares; 2025Q3: 2,305 shares; 2025Q4: 2,305 shares; 2026Q1: 2,900 shares 2,900 $106K <0.01% +595 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,743 shares; 2025Q3: 11,976 shares; 2025Q4: 5,590 shares; 2026Q1: 2,592 shares 2,592 $106K <0.01% -2,998 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,021 shares; 2025Q1: 3,278 shares; 2025Q2: 3,039 shares; 2025Q3: 3,337 shares; 2025Q4: 3,920 shares; 2026Q1: 4,220 shares 4,220 $105K <0.01% +300 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 889 shares; 2025Q3: 889 shares; 2025Q4: 889 shares; 2026Q1: 889 shares 889 $105K <0.01% 0 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,757 shares; 2025Q1: 5,237 shares; 2025Q2: 3,741 shares; 2025Q3: 3,644 shares; 2025Q4: 3,644 shares; 2026Q1: 3,644 shares 3,644 $105K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,900 shares; 2025Q1: 19,811 shares; 2025Q2: 28,113 shares; 2025Q3: 26,369 shares; 2025Q4: 27,237 shares; 2026Q1: 9,750 shares 9,750 $105K <0.01% -17,487 Timeline CGSM 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,209 shares; 2026Q1: 3,966 shares 3,966 $104K <0.01% +1,757 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 590 shares; 2025Q2: 537 shares; 2025Q3: 503 shares; 2025Q4: 491 shares; 2026Q1: 481 shares 481 $104K <0.01% -10 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 8,751 shares; 2025Q4: 10,850 shares; 2026Q1: 7,944 shares 7,944 $104K <0.01% -2,906 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,711 shares; 2025Q1: 2,041 shares; 2025Q2: 2,004 shares; 2025Q3: 1,744 shares; 2025Q4: 1,334 shares; 2026Q1: 792 shares 792 $104K <0.01% -542 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,891 shares; 2025Q1: 2,565 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares; 2025Q4: 2,481 shares; 2026Q1: 2,432 shares 2,432 $103K <0.01% -49 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,052 shares; 2025Q1: 6,223 shares; 2025Q2: 6,296 shares; 2025Q3: 10,610 shares; 2025Q4: 11,233 shares; 2026Q1: 9,475 shares 9,475 $102K <0.01% -1,758 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,546 shares; 2025Q1: 1,829 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,654 shares; 2026Q1: 2,629 shares 2,629 $101K <0.01% -25 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,269 shares; 2025Q1: 1,201 shares; 2025Q2: 1,549 shares; 2025Q3: 1,716 shares; 2025Q4: 1,688 shares; 2026Q1: 1,568 shares 1,568 $100K <0.01% -120 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares; 2026Q1: 2,969 shares 2,969 $100K <0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,877 shares; 2025Q1: 1,313 shares; 2025Q2: 1,210 shares; 2025Q3: 1,418 shares; 2025Q4: 1,418 shares; 2026Q1: 1,354 shares 1,354 $99K <0.01% -64 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 6,776 shares; 2025Q4: 7,026 shares; 2026Q1: 7,026 shares 7,026 $98.7K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 283 shares; 2025Q2: 256 shares; 2025Q3: 186 shares; 2025Q4: 171 shares; 2026Q1: 503 shares 503 $98.3K <0.01% +332 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,295 shares; 2026Q1: 11,222 shares 11,222 $98K <0.01% +5,927 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,125 shares; 2025Q2: 1,911 shares; 2025Q3: 1,824 shares; 2025Q4: 2,205 shares; 2026Q1: 2,892 shares 2,892 $97.6K <0.01% +687 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,062 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares 3,675 $97.2K <0.01% 0 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 1,124 shares; 2025Q3: 1,133 shares; 2025Q4: 1,303 shares; 2026Q1: 1,916 shares 1,916 $97K <0.01% +613 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 75 shares; 2025Q3: 74 shares; 2025Q4: 86 shares; 2026Q1: 81 shares 81 $96.6K <0.01% -5 RSPS 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 3,270 shares 3,270 $96.5K <0.01% +2,830 Timeline DWMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,422 shares; 2025Q1: 3,261 shares; 2025Q2: 3,230 shares; 2025Q3: 2,882 shares; 2025Q4: 2,858 shares; 2026Q1: 2,861 shares 2,861 $96.4K <0.01% +3 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,600 shares; 2025Q2: 16,100 shares; 2025Q3: 9,000 shares; 2025Q4: 9,282 shares; 2026Q1: 9,419 shares 9,419 $96K <0.01% +137 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 702 shares; 2025Q2: 605 shares; 2025Q3: 657 shares; 2025Q4: 11,668 shares; 2026Q1: 9,469 shares 9,469 $95.6K <0.01% -2,199 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,277 shares; 2025Q1: 3,787 shares; 2025Q2: 5,052 shares; 2025Q3: 1,910 shares; 2025Q4: 937 shares; 2026Q1: 2,050 shares 2,050 $95K <0.01% +1,113 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,005 shares; 2025Q1: 1,055 shares; 2025Q2: 1,054 shares; 2025Q3: 1,007 shares; 2025Q4: 1,147 shares; 2026Q1: 1,165 shares 1,165 $94.7K <0.01% +18 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,560 shares; 2025Q1: 1,438 shares; 2025Q2: 1,437 shares; 2025Q3: 1,345 shares; 2025Q4: 1,365 shares; 2026Q1: 1,345 shares 1,345 $94.6K <0.01% -20 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,118 shares; 2025Q1: 2,316 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares 2,632 $94.6K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,172 shares; 2025Q1: 21,758 shares; 2025Q2: 26,872 shares; 2025Q3: 29,514 shares; 2025Q4: 16,053 shares; 2026Q1: 6,920 shares 6,920 $94K <0.01% -9,133 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,124 shares; 2025Q1: 1,123 shares; 2025Q2: 1,252 shares; 2025Q3: 1,245 shares; 2025Q4: 1,219 shares; 2026Q1: 2,112 shares 2,112 $93.5K <0.01% +893 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,820 shares; 2025Q1: 4,515 shares; 2025Q2: 4,351 shares; 2025Q3: 55 shares; 2025Q4: 6,874 shares; 2026Q1: 8,617 shares 8,617 $93.4K <0.01% +1,743 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,429 shares; 2025Q4: 1,829 shares; 2026Q1: 1,358 shares 1,358 $93.1K <0.01% -471 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,134 shares; 2025Q1: 4,640 shares; 2025Q2: 3,426 shares; 2025Q3: 3,288 shares; 2025Q4: 2,720 shares; 2026Q1: 1,908 shares 1,908 $93K <0.01% -812 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,258 shares 7,258 $92.5K <0.01% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares 1,242 $92.3K <0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 643 shares; 2025Q2: 2,500 shares; 2025Q3: 2,310 shares; 2025Q4: 4,208 shares; 2026Q1: 980 shares 980 $92K <0.01% -3,228 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 2,072 shares; 2025Q2: 1,778 shares; 2025Q3: 1,757 shares; 2025Q4: 1,699 shares; 2026Q1: 1,254 shares 1,254 $91.8K <0.01% -445 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,102 shares; 2025Q1: 1,105 shares; 2025Q2: 1,102 shares; 2025Q3: 1,091 shares; 2025Q4: 763 shares; 2026Q1: 1,018 shares 1,018 $91.8K <0.01% +255 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,132 shares; 2025Q1: 5,132 shares; 2025Q2: 4,732 shares; 2025Q3: 4,732 shares; 2025Q4: 4,732 shares; 2026Q1: 4,732 shares 4,732 $91.8K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,378 shares; 2025Q1: 3,302 shares; 2025Q2: 3,253 shares; 2025Q3: 3,527 shares; 2025Q4: 3,666 shares; 2026Q1: 3,177 shares 3,177 $91.6K <0.01% -489 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,885 shares; 2025Q1: 3,260 shares; 2025Q2: 2,466 shares; 2025Q3: 1,861 shares; 2025Q4: 1,801 shares; 2026Q1: 1,698 shares 1,698 $91.4K <0.01% -103 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,610 shares; 2025Q1: 7,310 shares; 2025Q2: 6,456 shares; 2025Q3: 6,368 shares; 2025Q4: 5,876 shares; 2026Q1: 5,166 shares 5,166 $90.8K <0.01% -710 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,125 shares; 2025Q1: 24,303 shares; 2025Q2: 32,345 shares; 2025Q3: 27,540 shares; 2025Q4: 7,975 shares; 2026Q1: 7,325 shares 7,325 $90.5K <0.01% -650 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,893 shares; 2025Q1: 707 shares; 2025Q2: 945 shares; 2025Q3: 1,672 shares; 2025Q4: 1,390 shares; 2026Q1: 227 shares 227 $90.3K <0.01% -1,163 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 933 shares; 2025Q1: 938 shares; 2025Q2: 1,355 shares; 2025Q3: 1,908 shares; 2025Q4: 1,909 shares; 2026Q1: 1,953 shares 1,953 $90.3K <0.01% +44 Timeline VNLA 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,596 shares; 2025Q1: 2,898 shares; 2025Q2: 1,578 shares; 2025Q3: 1,814 shares; 2025Q4: 1,814 shares; 2026Q1: 1,847 shares 1,847 $90.2K <0.01% +33 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 292 shares; 2025Q2: 263 shares; 2025Q3: 216 shares; 2025Q4: 206 shares; 2026Q1: 1,519 shares 1,519 $90.2K <0.01% +1,313 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 648 shares; 2025Q1: 811 shares; 2025Q2: 857 shares; 2025Q3: 830 shares; 2025Q4: 789 shares; 2026Q1: 872 shares 872 $90.1K <0.01% +83 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,755 shares; 2025Q4: 3,269 shares; 2026Q1: 2,634 shares 2,634 $90.1K <0.01% -635 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,278 shares; 2025Q1: 3,253 shares; 2025Q2: 3,094 shares; 2025Q3: 2,202 shares; 2025Q4: 1,522 shares; 2026Q1: 1,405 shares 1,405 $89.9K <0.01% -117 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 576 shares; 2025Q1: 577 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,030 shares; 2026Q1: 2,662 shares 2,662 $89.8K <0.01% +1,632 Timeline FTLS 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 547 shares; 2025Q2: 801 shares; 2025Q3: 742 shares; 2025Q4: 847 shares; 2026Q1: 1,276 shares 1,276 $89.8K <0.01% +429 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,071 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 1,957 shares 1,957 $89K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 570 shares; 2025Q1: 324 shares; 2025Q2: 141 shares; 2025Q3: 153 shares; 2025Q4: 138 shares; 2026Q1: 204 shares 204 $88.7K <0.01% +66 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 8,340 shares; 2025Q3: 9,740 shares; 2025Q4: 3,819 shares; 2026Q1: 3,819 shares 3,819 $88.5K <0.01% 0 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,008 shares; 2025Q1: 9,313 shares; 2025Q2: 12,721 shares; 2025Q3: 10,961 shares; 2025Q4: 10,327 shares; 2026Q1: 10,882 shares 10,882 $88.4K <0.01% +555 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,747 shares; 2025Q1: 35,747 shares; 2025Q2: 33,247 shares; 2025Q3: 33,247 shares; 2025Q4: 33,247 shares; 2026Q1: 15,127 shares 15,127 $88.2K <0.01% -18,120 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,852 shares; 2025Q1: 223,214 shares; 2025Q2: 6,654 shares; 2025Q3: 4,142 shares; 2025Q4: 3,138 shares; 2026Q1: 1,831 shares 1,831 $88.2K <0.01% -1,307 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162 shares 162 $88K <0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 12,075 shares; 2025Q3: 10,425 shares; 2025Q4: 4,625 shares; 2026Q1: 4,675 shares 4,675 $87.7K <0.01% +50 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,704 shares; 2026Q1: 6,099 shares 6,099 $87.2K <0.01% -605 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 131 shares; 2025Q3: 3,348 shares; 2025Q4: 3,311 shares; 2026Q1: 2,379 shares 2,379 $86.6K <0.01% -932 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 602 shares; 2025Q2: 508 shares; 2025Q3: 478 shares; 2025Q4: 467 shares; 2026Q1: 927 shares 927 $86.6K <0.01% +460 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,202 shares; 2025Q1: 614 shares; 2025Q2: 550 shares; 2025Q3: 22,025 shares; 2025Q4: 14,399 shares; 2026Q1: 717 shares 717 $86.5K <0.01% -13,682 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: 1,015 shares; 2025Q2: 904 shares; 2025Q3: 1,065 shares; 2025Q4: 838 shares; 2026Q1: 1,092 shares 1,092 $86.4K <0.01% +254 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,595 shares 1,595 $86.3K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 711 shares; 2025Q1: 674 shares; 2025Q2: 544 shares; 2025Q3: 554 shares; 2025Q4: 558 shares; 2026Q1: 1,407 shares 1,407 $86.3K <0.01% +849 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,219 shares; 2026Q1: 6,360 shares 6,360 $86.1K <0.01% -1,859 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 577 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 813 shares; 2026Q1: 908 shares 908 $86K <0.01% +95 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,741 shares; 2025Q1: 10,173 shares; 2025Q2: 11,132 shares; 2025Q3: 6,214 shares; 2025Q4: 5,672 shares; 2026Q1: 5,566 shares 5,566 $85.4K <0.01% -106 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 162 shares; 2025Q2: 513 shares; 2025Q3: 360 shares; 2025Q4: 340 shares; 2026Q1: 342 shares 342 $85.1K <0.01% +2 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,529 shares; 2025Q1: 1,487 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares 1,712 $85.1K <0.01% 0 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,606 shares 1,606 $84.9K <0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,594 shares; 2025Q1: 1,267 shares; 2025Q2: 7,146 shares; 2025Q3: 2,412 shares; 2025Q4: 1,288 shares; 2026Q1: 1,299 shares 1,299 $84.7K <0.01% +11 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $84.7K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 684 shares; 2025Q1: 566 shares; 2025Q2: 507 shares; 2025Q3: 416 shares; 2025Q4: 529 shares; 2026Q1: 490 shares 490 $84.6K <0.01% -39 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,075 shares 1,075 $84.6K <0.01% -460 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: 2,023 shares; 2025Q3: 1,918 shares; 2025Q4: 1,719 shares; 2026Q1: 1,586 shares 1,586 $84.4K <0.01% -133 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares 1,873 $84.4K <0.01% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 659 shares; 2025Q3: 1,082 shares; 2025Q4: 1,387 shares; 2026Q1: 1,837 shares 1,837 $84.2K <0.01% +450 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 2,850 shares; 2025Q2: 3,907 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares 1,154 $83.7K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 94 shares; 2025Q2: 23 shares; 2025Q3: 25 shares; 2025Q4: 17 shares; 2026Q1: 141 shares 141 $83.6K <0.01% +124 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,762 shares; 2025Q1: 5,762 shares; 2025Q2: 5,762 shares; 2025Q3: 5,762 shares; 2025Q4: 3,454 shares; 2026Q1: 2,316 shares 2,316 $82.8K <0.01% -1,138 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,710 shares; 2025Q1: 7,710 shares; 2025Q2: 6,210 shares; 2025Q3: 6,210 shares; 2025Q4: 7,710 shares; 2026Q1: 7,510 shares 7,510 $82.8K <0.01% -200 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,579 shares; 2025Q1: 2,553 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares; 2025Q4: 2,553 shares; 2026Q1: 2,613 shares 2,613 $82.7K <0.01% +60 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 328 shares; 2025Q2: 241 shares; 2025Q3: 346 shares; 2025Q4: 333 shares; 2026Q1: 1,637 shares 1,637 $82.6K <0.01% +1,304 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: not reported; 2025Q3: 2,418 shares; 2025Q4: 2,279 shares; 2026Q1: 1,878 shares 1,878 $82.6K <0.01% -401 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,423 shares; 2025Q1: 1,539 shares; 2025Q2: 1,611 shares; 2025Q3: 1,451 shares; 2025Q4: 1,459 shares; 2026Q1: 1,462 shares 1,462 $82.3K <0.01% +3 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 548 shares; 2025Q4: 601 shares; 2026Q1: 878 shares 878 $81.9K <0.01% +277 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 788 shares; 2025Q1: 791 shares; 2025Q2: 1,391 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,306 shares 1,306 $81.7K <0.01% +215 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 184 shares; 2025Q2: 289 shares; 2025Q3: 465 shares; 2025Q4: 435 shares; 2026Q1: 445 shares 445 $81.5K <0.01% +10 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 5,513 shares; 2025Q2: 4,895 shares; 2025Q3: 3,343 shares; 2025Q4: 2,652 shares; 2026Q1: 1,387 shares 1,387 $81.4K <0.01% -1,265 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,426 shares; 2025Q1: 1,469 shares; 2025Q2: 1,211 shares; 2025Q3: 2,284 shares; 2025Q4: 2,312 shares; 2026Q1: 1,697 shares 1,697 $81.4K <0.01% -615 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,575 shares; 2025Q2: 4,144 shares; 2025Q3: 4,534 shares; 2025Q4: 4,654 shares; 2026Q1: 3,799 shares 3,799 $81.4K <0.01% -855 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares; 2025Q3: 2,313 shares; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares 2,313 $81.1K <0.01% 0 Timeline LKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,223 shares; 2025Q1: 2,440 shares; 2025Q2: 2,484 shares; 2025Q3: 2,357 shares; 2025Q4: 2,055 shares; 2026Q1: 1,944 shares 1,944 $81K <0.01% -111 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,319 shares 7,319 $80.9K <0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,039 shares; 2025Q4: 17,021 shares; 2026Q1: 12,423 shares 12,423 $80.9K <0.01% -4,598 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 2,751 shares; 2025Q2: 1,356 shares; 2025Q3: 3,371 shares; 2025Q4: 5,300 shares; 2026Q1: 5,600 shares 5,600 $80.8K <0.01% +300 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,977 shares; 2025Q1: 4,517 shares; 2025Q2: 5,082 shares; 2025Q3: 4,112 shares; 2025Q4: 4,130 shares; 2026Q1: 3,885 shares 3,885 $80.4K <0.01% -245 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 96 shares; 2025Q2: 1,240 shares; 2025Q3: 1,250 shares; 2025Q4: 1,213 shares; 2026Q1: 1,016 shares 1,016 $80.4K <0.01% -197 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 3,357 shares; 2025Q4: 2,969 shares; 2026Q1: 2,728 shares 2,728 $80.3K <0.01% -241 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,282 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares 1,284 $79.8K <0.01% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 188 shares; 2025Q2: 15 shares; 2025Q3: 315 shares; 2025Q4: 15 shares; 2026Q1: 626 shares 626 $79.6K <0.01% +611 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 554 shares; 2025Q1: 939 shares; 2025Q2: 880 shares; 2025Q3: 632 shares; 2025Q4: 618 shares; 2026Q1: 604 shares 604 $79.1K <0.01% -14 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 109 shares; 2025Q2: 53 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 1,041 shares 1,041 $78.7K <0.01% +985 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 799 shares; 2025Q1: 820 shares; 2025Q2: 893 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $78.7K <0.01% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,193 shares; 2025Q1: 538 shares; 2025Q2: 715 shares; 2025Q3: 512 shares; 2025Q4: 1,360 shares; 2026Q1: 1,515 shares 1,515 $78.6K <0.01% +155 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 1,827 shares; 2025Q2: 1,424 shares; 2025Q3: 1,355 shares; 2025Q4: 1,154 shares; 2026Q1: 1,132 shares 1,132 $78.6K <0.01% -22 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 481 shares; 2025Q1: 473 shares; 2025Q2: 394 shares; 2025Q3: 571 shares; 2025Q4: 615 shares; 2026Q1: 613 shares 613 $78.5K <0.01% -2 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 8,739 shares; 2025Q2: 8,748 shares; 2025Q3: 6,750 shares; 2025Q4: 6,755 shares; 2026Q1: 6,760 shares 6,760 $78.4K <0.01% +5 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 217 shares; 2025Q2: 213 shares; 2025Q3: 218 shares; 2025Q4: 215 shares; 2026Q1: 218 shares 218 $78.3K <0.01% +3 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,120 shares; 2025Q2: 3,867 shares; 2025Q3: 3,156 shares; 2025Q4: 2,900 shares; 2026Q1: 2,827 shares 2,827 $78.3K <0.01% -73 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,100 shares; 2025Q1: 14,850 shares; 2025Q2: 6,000 shares; 2025Q3: 7,259 shares; 2025Q4: 6,760 shares; 2026Q1: 3,500 shares 3,500 $78.3K <0.01% -3,260 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,809 shares; 2025Q1: 1,812 shares; 2025Q2: 1,809 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 847 shares 847 $78.1K <0.01% +2 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,559 shares; 2025Q1: 3,559 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,559 shares; 2026Q1: 3,754 shares 3,754 $77.8K <0.01% +195 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,073 shares; 2025Q1: 6,076 shares; 2025Q2: 6,511 shares; 2025Q3: 6,887 shares; 2025Q4: 17,679 shares; 2026Q1: 7,110 shares 7,110 $77.4K <0.01% -10,569 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 348 shares; 2025Q2: 347 shares; 2025Q3: 380 shares; 2025Q4: 821 shares; 2026Q1: 318 shares 318 $77.3K <0.01% -503 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 464 shares; 2026Q1: 595 shares 595 $77.3K <0.01% +131 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,934 shares; 2025Q1: 2,564 shares; 2025Q2: 22,965 shares; 2025Q3: 109,438 shares; 2025Q4: 2,364 shares; 2026Q1: 3,510 shares 3,510 $77K <0.01% +1,146 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 2,627 shares; 2025Q2: 2,630 shares; 2025Q3: 2,987 shares; 2025Q4: 3,051 shares; 2026Q1: 3,062 shares 3,062 $76.9K <0.01% +11 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,700 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,150 shares; 2026Q1: 7,150 shares 7,150 $76.8K <0.01% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,129 shares; 2025Q1: 4,129 shares; 2025Q2: 4,129 shares; 2025Q3: 4,129 shares; 2025Q4: 4,129 shares; 2026Q1: 3,124 shares 3,124 $76.7K <0.01% -1,005 Timeline JGRO 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 443 shares; 2025Q4: 911 shares; 2026Q1: 907 shares 907 $76.7K <0.01% -4 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,335 shares; 2025Q1: 8,485 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares; 2025Q4: 9,985 shares; 2026Q1: 6,865 shares 6,865 $76.5K <0.01% -3,120 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,565 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 2,042 shares; 2026Q1: 2,042 shares 2,042 $76.1K <0.01% 0 Timeline GBIL 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,593 shares; 2025Q1: 2,119 shares; 2025Q2: 1,064 shares; 2025Q3: 1,014 shares; 2025Q4: 919 shares; 2026Q1: 758 shares 758 $75.9K <0.01% -161 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,142 shares; 2025Q1: 2,723 shares; 2025Q2: 2,088 shares; 2025Q3: 2,106 shares; 2025Q4: 2,635 shares; 2026Q1: 2,045 shares 2,045 $75.7K <0.01% -590 Timeline GAU GALIANO GOLD INC More: the full row for GALIANO GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $75.3K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 706 shares; 2025Q1: 720 shares; 2025Q2: 575 shares; 2025Q3: 978 shares; 2025Q4: 3,502 shares; 2026Q1: 1,355 shares 1,355 $75.3K <0.01% -2,147 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: 1,324 shares; 2025Q2: 1,300 shares; 2025Q3: 1,253 shares; 2025Q4: 1,253 shares; 2026Q1: 1,490 shares 1,490 $75K <0.01% +237 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $74.3K <0.01% 0 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,240 shares; 2025Q1: 13,287 shares; 2025Q2: 13,240 shares; 2025Q3: 13,240 shares; 2025Q4: 13,240 shares; 2026Q1: 13,240 shares 13,240 $74.1K <0.01% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,207 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares 2,053 $74.1K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,862 shares; 2025Q1: 1,095 shares; 2025Q2: 1,109 shares; 2025Q3: 1,025 shares; 2025Q4: 878 shares; 2026Q1: 911 shares 911 $73.8K <0.01% +33 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,085 shares; 2025Q4: 915 shares; 2026Q1: 815 shares 815 $73.7K <0.01% -100 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169 shares; 2025Q4: 441 shares; 2026Q1: 1,397 shares 1,397 $73.7K <0.01% +956 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,779 shares; 2025Q1: 1,803 shares; 2025Q2: 919 shares; 2025Q3: 1,716 shares; 2025Q4: 1,024 shares; 2026Q1: 1,395 shares 1,395 $73.4K <0.01% +371 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,054 shares; 2025Q1: 8,054 shares; 2025Q2: 8,054 shares; 2025Q3: 8,054 shares; 2025Q4: 8,054 shares; 2026Q1: 8,054 shares 8,054 $73.3K <0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 738 shares; 2025Q1: 1,105 shares; 2025Q2: 1,106 shares; 2025Q3: 1,107 shares; 2025Q4: 1,018 shares; 2026Q1: 1,120 shares 1,120 $72.9K <0.01% +102 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 647 shares; 2025Q2: 240 shares; 2025Q3: 281 shares; 2025Q4: 622 shares; 2026Q1: 746 shares 746 $72.5K <0.01% +124 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 13 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $72.5K <0.01% 0 Timeline FEZ 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,614 shares; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,157 shares 1,157 $71.8K <0.01% +27 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,131 shares; 2025Q1: 6,143 shares; 2025Q2: 6,155 shares; 2025Q3: 5,573 shares; 2025Q4: 5,573 shares; 2026Q1: 5,573 shares 5,573 $71.5K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,841 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,311 shares; 2025Q4: 1,799 shares; 2026Q1: 1,182 shares 1,182 $71.1K <0.01% -617 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 377 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares 3,365 $70.9K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 77 shares; 2025Q2: 5,729 shares; 2025Q3: 3,758 shares; 2025Q4: 1,596 shares; 2026Q1: 647 shares 647 $70.9K <0.01% -949 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,645 shares; 2026Q1: 494 shares 494 $70.8K <0.01% -34,151 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 902 shares; 2025Q4: 843 shares; 2026Q1: 1,000 shares 1,000 $70.5K <0.01% +157 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266 shares; 2025Q1: 1,016 shares; 2025Q2: 1,618 shares; 2025Q3: 2,014 shares; 2025Q4: 1,995 shares; 2026Q1: 1,525 shares 1,525 $70.3K <0.01% -470 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,075 shares 2,075 $69.9K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 554 shares; 2025Q1: 374 shares; 2025Q2: 664 shares; 2025Q3: 1,140 shares; 2025Q4: 1,231 shares; 2026Q1: 338 shares 338 $69.7K <0.01% -893 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 1,783 shares; 2025Q2: 1,394 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $69.6K <0.01% 0 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333 $69.5K <0.01% 0 Timeline KELYA KELLY SVCS INC More: the full row for KELLY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,824 shares; 2025Q1: 19,824 shares; 2025Q2: 19,824 shares; 2025Q3: 7,822 shares; 2025Q4: 7,822 shares; 2026Q1: 7,822 shares 7,822 $69.2K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,106 shares; 2025Q1: 717 shares; 2025Q2: 265 shares; 2025Q3: 365 shares; 2025Q4: 1,392 shares; 2026Q1: 1,022 shares 1,022 $69.1K <0.01% -370 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,161 shares; 2025Q1: 2,161 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares; 2025Q4: 2,161 shares; 2026Q1: 2,161 shares 2,161 $69K <0.01% 0 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,800 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $68.8K <0.01% 0 Timeline GWX 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,729 shares; 2025Q1: 1,694 shares; 2025Q2: 1,689 shares; 2025Q3: 1,593 shares; 2025Q4: 1,584 shares; 2026Q1: 1,623 shares 1,623 $68.5K <0.01% +39 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,495 shares; 2025Q1: 2,736 shares; 2025Q2: 2,007 shares; 2025Q3: 1,997 shares; 2025Q4: 1,903 shares; 2026Q1: 1,902 shares 1,902 $68.4K <0.01% -1 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,048 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,885 shares 1,885 $68.3K <0.01% +55 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 926 shares; 2025Q1: 695 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 634 shares; 2026Q1: 605 shares 605 $68K <0.01% -29 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 560 shares; 2025Q1: 554 shares; 2025Q2: 530 shares; 2025Q3: 613 shares; 2025Q4: 610 shares; 2026Q1: 616 shares 616 $67.7K <0.01% +6 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,199 shares; 2025Q1: 50,645 shares; 2025Q2: 2,083 shares; 2025Q3: 1,652 shares; 2025Q4: 1,901 shares; 2026Q1: 6,300 shares 6,300 $67.7K <0.01% +4,399 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,089 shares; 2025Q1: 524 shares; 2025Q2: 479 shares; 2025Q3: 618 shares; 2025Q4: 574 shares; 2026Q1: 337 shares 337 $66.8K <0.01% -237 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,466 shares 1,466 $66.8K <0.01% -9 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,180 shares; 2025Q1: 10,180 shares; 2025Q2: 8,905 shares; 2025Q3: 10,605 shares; 2025Q4: 6,445 shares; 2026Q1: 8,345 shares 8,345 $66.8K <0.01% +1,900 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,353 shares; 2025Q1: 1,464 shares; 2025Q2: 1,208 shares; 2025Q3: 2,969 shares; 2025Q4: 3,011 shares; 2026Q1: 2,969 shares 2,969 $66.5K <0.01% -42 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares 1,320 $66.5K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,359 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,078 shares; 2026Q1: 1,078 shares 1,078 $66.2K <0.01% 0 Timeline EAOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 2,492 shares; 2025Q2: 2,492 shares; 2025Q3: 2,317 shares; 2025Q4: 2,317 shares; 2026Q1: 2,219 shares 2,219 $66K <0.01% -98 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 163 shares; 2025Q2: 197 shares; 2025Q3: 192 shares; 2025Q4: 212 shares; 2026Q1: 246 shares 246 $65.6K <0.01% +34 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares; 2026Q1: 1,377 shares 1,377 $65.3K <0.01% +325 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 3,669 shares; 2025Q3: 3,688 shares; 2025Q4: 3,345 shares; 2026Q1: 2,363 shares 2,363 $65K <0.01% -982 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233 shares; 2025Q1: 247 shares; 2025Q2: 869 shares; 2025Q3: 882 shares; 2025Q4: 900 shares; 2026Q1: 904 shares 904 $64.9K <0.01% +4 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 9,561 shares; 2025Q4: 10,530 shares; 2026Q1: 4,838 shares 4,838 $64.9K <0.01% -5,692 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 857 shares; 2025Q1: 341 shares; 2025Q2: 344 shares; 2025Q3: 347 shares; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $64.8K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 374 shares; 2025Q2: 341 shares; 2025Q3: 411 shares; 2025Q4: 387 shares; 2026Q1: 383 shares 383 $64.8K <0.01% -4 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 727 shares 727 $64.7K <0.01% +82 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,112 shares; 2025Q1: 1,153 shares; 2025Q2: 1,173 shares; 2025Q3: 1,176 shares; 2025Q4: 936 shares; 2026Q1: 1,041 shares 1,041 $64.5K <0.01% +105 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 899 shares; 2025Q4: 5,077 shares; 2026Q1: 2,111 shares 2,111 $64.4K <0.01% -2,966 Timeline JQUA 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 1,043 shares; 2025Q2: 1,253 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares 1,047 $64.2K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 327 shares; 2025Q2: 188 shares; 2025Q3: 183 shares; 2025Q4: 223 shares; 2026Q1: 204 shares 204 $64.1K <0.01% -19 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172 shares; 2025Q1: 173 shares; 2025Q2: 174 shares; 2025Q3: 177 shares; 2025Q4: 205 shares; 2026Q1: 255 shares 255 $64K <0.01% +50 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,973 shares; 2025Q3: 1,780 shares; 2025Q4: 1,663 shares; 2026Q1: 1,163 shares 1,163 $63.7K <0.01% -500 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 815 shares; 2025Q2: 790 shares; 2025Q3: 1,006 shares; 2025Q4: 777 shares; 2026Q1: 653 shares 653 $63.6K <0.01% -124 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233 shares; 2025Q1: 248 shares; 2025Q2: 245 shares; 2025Q3: 238 shares; 2025Q4: 236 shares; 2026Q1: 237 shares 237 $63.2K <0.01% +1 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,628 shares; 2025Q1: 1,321 shares; 2025Q2: 1,133 shares; 2025Q3: 1,063 shares; 2025Q4: 1,118 shares; 2026Q1: 968 shares 968 $63.2K <0.01% -150 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,833 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,768 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061 $63.2K <0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares 478 $63.1K <0.01% 0 Timeline FTSM 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,828 shares; 2025Q1: 9,794 shares; 2025Q2: 9,743 shares; 2025Q3: 13,029 shares; 2025Q4: 12,411 shares; 2026Q1: 1,054 shares 1,054 $63K <0.01% -11,357 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 874 shares; 2025Q1: 370 shares; 2025Q2: 369 shares; 2025Q3: 370 shares; 2025Q4: 378 shares; 2026Q1: 363 shares 363 $62.8K <0.01% -15 Timeline SIXH EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,692 shares; 2025Q1: 1,644 shares; 2025Q2: 1,645 shares; 2025Q3: 1,646 shares; 2025Q4: 1,481 shares; 2026Q1: 1,490 shares 1,490 $62.8K <0.01% +9 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 22 shares; 2025Q2: 23 shares; 2025Q3: 172 shares; 2025Q4: 338 shares; 2026Q1: 132 shares 132 $62.5K <0.01% -206 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 346 shares 346 $62.2K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,502 shares; 2025Q1: 15,567 shares; 2025Q2: 14,720 shares; 2025Q3: 17,391 shares; 2025Q4: 15,059 shares; 2026Q1: 4,701 shares 4,701 $61.9K <0.01% -10,358 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 1,091 shares; 2025Q2: 5,055 shares; 2025Q3: 5,994 shares; 2025Q4: 1,520 shares; 2026Q1: 1,339 shares 1,339 $61.8K <0.01% -181 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,906 shares; 2025Q1: 2,069 shares; 2025Q2: 4,412 shares; 2025Q3: 4,727 shares; 2025Q4: 2,804 shares; 2026Q1: 2,389 shares 2,389 $61.8K <0.01% -415 Timeline XPGPX PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,100 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 9,100 shares; 2025Q4: 9,400 shares; 2026Q1: 7,400 shares 7,400 $61.6K <0.01% -2,000 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 385 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $61.6K <0.01% 0 Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 15,650 shares; 2025Q4: 15,650 shares; 2026Q1: 15,650 shares 15,650 $61.5K <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 1,788 shares; 2025Q3: 510 shares; 2025Q4: 186 shares; 2026Q1: 202 shares 202 $61.1K <0.01% +16 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,274 shares; 2025Q2: 1,330 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares; 2026Q1: 1,499 shares 1,499 $60.8K <0.01% +151 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 5,168 shares; 2025Q4: 4,590 shares; 2026Q1: 10,227 shares 10,227 $60.7K <0.01% +5,637 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,359 shares; 2026Q1: 2,359 shares 2,359 $60.4K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,172 shares; 2025Q1: 3,324 shares; 2025Q2: 3,299 shares; 2025Q3: 3,304 shares; 2025Q4: 3,281 shares; 2026Q1: 3,204 shares 3,204 $60.3K <0.01% -77 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 710 shares; 2025Q2: 655 shares; 2025Q3: 738 shares; 2025Q4: 734 shares; 2026Q1: 710 shares 710 $60.3K <0.01% -24 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,847 shares; 2025Q1: 4,543 shares; 2025Q2: 1,331 shares; 2025Q3: 1,110 shares; 2025Q4: 1,209 shares; 2026Q1: 1,080 shares 1,080 $60.3K <0.01% -129 Timeline PCM PCM FD INC More: the full row for PCM FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,465 shares; 2025Q1: 12,465 shares; 2025Q2: 12,465 shares; 2025Q3: 12,465 shares; 2025Q4: 12,465 shares; 2026Q1: 10,540 shares 10,540 $60.2K <0.01% -1,925 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,216 shares; 2025Q1: 1,043 shares; 2025Q2: 2,112 shares; 2025Q3: 1,140 shares; 2025Q4: 967 shares; 2026Q1: 2,663 shares 2,663 $60.2K <0.01% +1,696 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 4,000 shares; 2026Q1: 3,500 shares 3,500 $59.9K <0.01% -500 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 456 shares; 2025Q1: 467 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 568 shares 568 $59.7K <0.01% +108 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares 729 $59.5K <0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 193 shares; 2025Q2: 194 shares; 2025Q3: 182 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $59.3K <0.01% 0 Timeline PSI 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 576 shares; 2026Q1: 626 shares 626 $59.1K <0.01% +50 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,478 shares; 2025Q3: 1,478 shares; 2025Q4: 1,479 shares; 2026Q1: 1,478 shares 1,478 $58.8K <0.01% -1 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,910 shares; 2025Q1: 3,910 shares; 2025Q2: 3,910 shares; 2025Q3: 3,910 shares; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares 3,910 $58.1K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,432 shares; 2025Q1: 1,472 shares; 2025Q2: 1,438 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,436 shares 1,436 $57.9K <0.01% -9 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 314 shares; 2025Q2: 4,714 shares; 2025Q3: 561 shares; 2025Q4: 5,580 shares; 2026Q1: 697 shares 697 $57.8K <0.01% -4,883 Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,243 shares 2,243 $57.8K <0.01% new Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,146 shares; 2025Q1: 2,164 shares; 2025Q2: 2,184 shares; 2025Q3: 2,203 shares; 2025Q4: 2,224 shares; 2026Q1: 2,244 shares 2,244 $57.6K <0.01% +20 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,251 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,246 shares 1,246 $57.5K <0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,401 shares; 2025Q1: 2,424 shares; 2025Q2: 2,401 shares; 2025Q3: 2,401 shares; 2025Q4: 2,401 shares; 2026Q1: 2,401 shares 2,401 $57.5K <0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 963 shares; 2025Q3: 962 shares; 2025Q4: 963 shares; 2026Q1: 1,218 shares 1,218 $57.4K <0.01% +255 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,335 shares; 2025Q1: 9,868 shares; 2025Q2: 2,584 shares; 2025Q3: 2,565 shares; 2025Q4: 2,519 shares; 2026Q1: 1,981 shares 1,981 $57.4K <0.01% -538 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,032 shares; 2025Q1: 2,362 shares; 2025Q2: 1,514 shares; 2025Q3: 1,679 shares; 2025Q4: 1,409 shares; 2026Q1: 1,427 shares 1,427 $57.2K <0.01% +18 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 1,603 shares; 2025Q3: 1,603 shares; 2025Q4: 1,405 shares; 2026Q1: 1,783 shares 1,783 $57.1K <0.01% +378 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,436 shares 1,436 $57.1K <0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,177 shares; 2025Q1: 12,436 shares; 2025Q2: 14,226 shares; 2025Q3: 15,403 shares; 2025Q4: 14,584 shares; 2026Q1: 13,822 shares 13,822 $56.9K <0.01% -762 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 150 shares; 2025Q2: 160 shares; 2025Q3: 153 shares; 2025Q4: 210 shares; 2026Q1: 209 shares 209 $56.9K <0.01% -1 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 997 shares; 2026Q1: 997 shares 997 $56.8K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 436 shares; 2025Q1: 477 shares; 2025Q2: 546 shares; 2025Q3: 670 shares; 2025Q4: 593 shares; 2026Q1: 564 shares 564 $56.8K <0.01% -29 Timeline NMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022 $56.7K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,282 shares; 2025Q1: 1,953 shares; 2025Q2: 1,983 shares; 2025Q3: 1,385 shares; 2025Q4: 1,201 shares; 2026Q1: 1,040 shares 1,040 $56.7K <0.01% -161 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,622 shares; 2025Q1: 32,615 shares; 2025Q2: 35,908 shares; 2025Q3: 982 shares; 2025Q4: 937 shares; 2026Q1: 600 shares 600 $56K <0.01% -337 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 954 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares 1,092 $56K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 531 shares; 2025Q1: 552 shares; 2025Q2: 531 shares; 2025Q3: 568 shares; 2025Q4: 211 shares; 2026Q1: 206 shares 206 $55.8K <0.01% -5 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares 1,249 $55.8K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,608 shares; 2025Q1: 3,920 shares; 2025Q2: 4,446 shares; 2025Q3: 3,324 shares; 2025Q4: 3,265 shares; 2026Q1: 3,559 shares 3,559 $55.7K <0.01% +294 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,018 shares; 2025Q1: 1,543 shares; 2025Q2: 1,061 shares; 2025Q3: 1,088 shares; 2025Q4: 2,028 shares; 2026Q1: 2,024 shares 2,024 $55.3K <0.01% -4 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228 shares; 2025Q1: 244 shares; 2025Q2: 258 shares; 2025Q3: 368 shares; 2025Q4: 242 shares; 2026Q1: 240 shares 240 $55.3K <0.01% -2 Timeline FMTL 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares 1,650 $55.2K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,917 shares; 2025Q1: 7,984 shares; 2025Q2: 12,553 shares; 2025Q3: 15,477 shares; 2025Q4: 10,565 shares; 2026Q1: 10,800 shares 10,800 $55.1K <0.01% +235 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,757 shares; 2025Q1: 1,887 shares; 2025Q2: 1,786 shares; 2025Q3: 1,762 shares; 2025Q4: 2,249 shares; 2026Q1: 2,254 shares 2,254 $55.1K <0.01% +5 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,258 shares; 2025Q1: 1,248 shares; 2025Q2: 1,394 shares; 2025Q3: 1,387 shares; 2025Q4: 1,364 shares; 2026Q1: 1,379 shares 1,379 $54.8K <0.01% +15 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,693 shares; 2025Q1: 10,693 shares; 2025Q2: 10,693 shares; 2025Q3: 11,511 shares; 2025Q4: 10,500 shares; 2026Q1: 10,750 shares 10,750 $54.8K <0.01% +250 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,931 shares; 2025Q1: 4,664 shares; 2025Q2: 3,152 shares; 2025Q3: 2,442 shares; 2025Q4: 2,480 shares; 2026Q1: 1,442 shares 1,442 $54.7K <0.01% -1,038 Timeline BLES 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares 1,233 $54.7K <0.01% new Timeline DMAR 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,199 shares; 2025Q1: 1,197 shares; 2025Q2: 1,324 shares; 2025Q3: 1,316 shares; 2025Q4: 1,295 shares; 2026Q1: 1,289 shares 1,289 $54.7K <0.01% -6 Timeline DMAY 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,121 shares; 2025Q1: 1,120 shares; 2025Q2: 1,244 shares; 2025Q3: 1,239 shares; 2025Q4: 1,221 shares; 2026Q1: 1,212 shares 1,212 $54.5K <0.01% -9 Timeline DOCT 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,134 shares; 2025Q2: 1,283 shares; 2025Q3: 1,279 shares; 2025Q4: 1,262 shares; 2026Q1: 1,250 shares 1,250 $54.3K <0.01% -12 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares 596 $54.2K <0.01% new Timeline AAA INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,161 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares 2,173 $54.2K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,044 shares; 2025Q1: 945 shares; 2025Q2: 992 shares; 2025Q3: 817 shares; 2025Q4: 405 shares; 2026Q1: 428 shares 428 $54.1K <0.01% +23 Timeline DJUN 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,058 shares; 2025Q1: 1,054 shares; 2025Q2: 1,177 shares; 2025Q3: 1,171 shares; 2025Q4: 1,153 shares; 2026Q1: 1,149 shares 1,149 $54K <0.01% -4 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $54K <0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares 1,354 $53.8K <0.01% new Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,079 shares; 2025Q1: 1,078 shares; 2025Q2: 1,183 shares; 2025Q3: 1,171 shares; 2025Q4: 1,144 shares; 2026Q1: 1,136 shares 1,136 $53.8K <0.01% -8 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,146 shares; 2025Q4: 844 shares; 2026Q1: 844 shares 844 $53.8K <0.01% 0 Timeline DJAN 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,166 shares; 2025Q2: 1,300 shares; 2025Q3: 1,294 shares; 2025Q4: 1,263 shares; 2026Q1: 1,262 shares 1,262 $53.7K <0.01% -1 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,145 shares; 2025Q1: 1,144 shares; 2025Q2: 1,276 shares; 2025Q3: 1,262 shares; 2025Q4: 1,230 shares; 2026Q1: 1,232 shares 1,232 $53.7K <0.01% +2 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 4,210 shares; 2025Q3: 4,210 shares; 2025Q4: 4,210 shares; 2026Q1: 4,222 shares 4,222 $53.6K <0.01% +12 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,116 shares; 2025Q1: 1,115 shares; 2025Q2: 1,243 shares; 2025Q3: 1,235 shares; 2025Q4: 1,216 shares; 2026Q1: 1,213 shares 1,213 $53.3K <0.01% -3 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 778 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares 746 $53.1K <0.01% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 801 shares; 2025Q1: 765 shares; 2025Q2: 829 shares; 2025Q3: 873 shares; 2025Q4: 880 shares; 2026Q1: 877 shares 877 $53K <0.01% -3 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 360 shares; 2025Q4: 832 shares; 2026Q1: 555 shares 555 $53K <0.01% -277 Timeline TFLR 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,158 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $52.9K <0.01% 0 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 848 shares; 2025Q1: 958 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 773 shares; 2026Q1: 773 shares 773 $52.8K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,852 shares; 2025Q1: 4,575 shares; 2025Q2: 3,282 shares; 2025Q3: 3,718 shares; 2025Q4: 3,837 shares; 2026Q1: 3,909 shares 3,909 $52.8K <0.01% +72 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 44,450 shares; 2025Q4: 33,782 shares; 2026Q1: 802 shares 802 $52.7K <0.01% -32,980 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 758 shares; 2025Q1: 827 shares; 2025Q2: 879 shares; 2025Q3: 631 shares; 2025Q4: 855 shares; 2026Q1: 655 shares 655 $52.7K <0.01% -200 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,075 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080 $52.6K <0.01% 0 Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,032 shares; 2025Q3: 1,036 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares 1,036 $52.6K <0.01% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,156 shares; 2025Q1: 3,167 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,156 shares; 2026Q1: 2,700 shares 2,700 $52.5K <0.01% -456 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,049 shares; 2025Q2: 1,170 shares; 2025Q3: 1,165 shares; 2025Q4: 1,113 shares; 2026Q1: 1,096 shares 1,096 $52.5K <0.01% -17 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,086 shares; 2025Q4: 1,086 shares; 2026Q1: 1,116 shares 1,116 $52.4K <0.01% +30 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,474 shares; 2026Q1: 1,473 shares 1,473 $52.4K <0.01% -1 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 9 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 2,155 shares 2,155 $52.3K <0.01% +2,065 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,809 shares; 2025Q1: 581 shares; 2025Q2: 932 shares; 2025Q3: 444 shares; 2025Q4: 640 shares; 2026Q1: 416 shares 416 $52.3K <0.01% -224 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,986 shares; 2025Q1: 1,853 shares; 2025Q2: 1,478 shares; 2025Q3: 1,980 shares; 2025Q4: 2,289 shares; 2026Q1: 1,732 shares 1,732 $52.3K <0.01% -557 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 690 shares; 2025Q3: 611 shares; 2025Q4: 852 shares; 2026Q1: 611 shares 611 $52.1K <0.01% -241 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,107 shares; 2025Q2: 1,248 shares; 2025Q3: 960 shares; 2025Q4: 917 shares; 2026Q1: 1,110 shares 1,110 $51.9K <0.01% +193 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 763 shares; 2025Q2: 705 shares; 2025Q3: 583 shares; 2025Q4: 522 shares; 2026Q1: 436 shares 436 $51.6K <0.01% -86 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 716 shares; 2025Q1: 743 shares; 2025Q2: 691 shares; 2025Q3: 677 shares; 2025Q4: 675 shares; 2026Q1: 668 shares 668 $51.5K <0.01% -7 Timeline ISMD 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,147 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 1,285 shares 1,285 $51.4K <0.01% -803 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,401 shares; 2025Q1: 1,374 shares; 2025Q2: 23,161 shares; 2025Q3: 27,533 shares; 2025Q4: 459 shares; 2026Q1: 377 shares 377 $51.3K <0.01% -82 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,290 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 3,690 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares 2,290 $51.2K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,009 shares; 2025Q1: 661 shares; 2025Q2: 458 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $51.2K <0.01% 0 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 3,340 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares; 2025Q4: 3,340 shares; 2026Q1: 1,740 shares 1,740 $51.1K <0.01% -1,600 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 212 shares; 2025Q3: 245 shares; 2025Q4: 209 shares; 2026Q1: 169 shares 169 $51K <0.01% -40 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,532 shares; 2025Q1: 15,831 shares; 2025Q2: 11,796 shares; 2025Q3: 6,525 shares; 2025Q4: 6,975 shares; 2026Q1: 7,375 shares 7,375 $50.7K <0.01% +400 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 296 shares; 2025Q2: 1,510 shares; 2025Q3: 53 shares; 2025Q4: 275 shares; 2026Q1: 795 shares 795 $50.7K <0.01% +520 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,820 shares; 2025Q1: 5,235 shares; 2025Q2: 4,235 shares; 2025Q3: 2,735 shares; 2025Q4: 7,272 shares; 2026Q1: 7,272 shares 7,272 $50.5K <0.01% 0 Timeline LCAP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares 1,733 $50.2K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 497 shares; 2025Q2: 387 shares; 2025Q3: 382 shares; 2025Q4: 613 shares; 2026Q1: 612 shares 612 $50.2K <0.01% -1 Timeline XFLT XAI FLOATING RATE & ALTER IN More: the full row for XAI FLOATING RATE & ALTER IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,916 shares 2,916 $50.1K <0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,517 shares; 2025Q3: 3,466 shares; 2025Q4: 3,021 shares; 2026Q1: 1,321 shares 1,321 $50K <0.01% -1,700 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,750 shares; 2025Q1: 3,149 shares; 2025Q2: 2,221 shares; 2025Q3: 2,322 shares; 2025Q4: 1,065 shares; 2026Q1: 1,080 shares 1,080 $49.9K <0.01% +15 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,290 shares; 2025Q1: 744 shares; 2025Q2: 1,202 shares; 2025Q3: 1,182 shares; 2025Q4: 1,300 shares; 2026Q1: 2,054 shares 2,054 $49.9K <0.01% +754 Timeline ICLO 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,954 shares 1,954 $49.8K <0.01% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,388 shares 1,388 $49.8K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,134 shares; 2025Q1: 920 shares; 2025Q2: 919 shares; 2025Q3: 946 shares; 2025Q4: 2,114 shares; 2026Q1: 2,210 shares 2,210 $49.7K <0.01% +96 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 566 shares; 2025Q2: 684 shares; 2025Q3: 1,179 shares; 2025Q4: 1,726 shares; 2026Q1: 1,858 shares 1,858 $49.7K <0.01% +132 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,629 shares; 2025Q1: 445 shares; 2025Q2: 1,354 shares; 2025Q3: 908 shares; 2025Q4: 466 shares; 2026Q1: 1,910 shares 1,910 $49.7K <0.01% +1,444 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,893 shares; 2025Q1: 265 shares; 2025Q2: 6,656 shares; 2025Q3: 1,272 shares; 2025Q4: 550 shares; 2026Q1: 540 shares 540 $49.2K <0.01% -10 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,547 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares 1,674 $49.2K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 881 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 495 shares 495 $49.2K <0.01% -150 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 441 shares; 2025Q1: 436 shares; 2025Q2: 437 shares; 2025Q3: 368 shares; 2025Q4: 357 shares; 2026Q1: 344 shares 344 $48.9K <0.01% -13 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 3,900 shares 3,900 $48.8K <0.01% -500 Timeline AMPY AMPLIFY ENERGY CORP NEW More: the full row for AMPLIFY ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 3,750 shares; 2026Q1: 7,750 shares 7,750 $48.4K <0.01% +4,000 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 633 shares 633 $48.2K <0.01% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,531 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $47.7K <0.01% 0 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,752 shares; 2025Q1: 12,929 shares; 2025Q2: 13,127 shares; 2025Q3: 4,115 shares; 2025Q4: 5,615 shares; 2026Q1: 4,275 shares 4,275 $47.7K <0.01% -1,340 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 667 shares; 2025Q2: 410 shares; 2025Q3: 438 shares; 2025Q4: 849 shares; 2026Q1: 1,120 shares 1,120 $47.6K <0.01% +271 Timeline BCHP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,529 shares; 2025Q2: 1,682 shares; 2025Q3: 1,869 shares; 2025Q4: 1,522 shares; 2026Q1: 1,453 shares 1,453 $47.5K <0.01% -69 Timeline UBS AG ETRACS SILVER SHARES… UBS AG ETRACS SILVER SHARES COVER… More: the full row for UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 473 shares; 2025Q4: 596 shares; 2026Q1: 535 shares 535 $47.5K <0.01% -61 ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 998 shares 998 $47.5K <0.01% new Timeline SCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,493 shares 2,493 $47.5K <0.01% new Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 985 shares; 2026Q1: 489 shares 489 $47.4K <0.01% -496 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 18 shares; 2025Q2: 300 shares; 2025Q3: 434 shares; 2025Q4: 145 shares; 2026Q1: 65 shares 65 $47.4K <0.01% -80 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,044 shares; 2025Q1: 1,456 shares; 2025Q2: 1,508 shares; 2025Q3: 1,064 shares; 2025Q4: 1,027 shares; 2026Q1: 984 shares 984 $46.7K <0.01% -43 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271 shares; 2025Q1: 152 shares; 2025Q2: 1,991 shares; 2025Q3: 928 shares; 2025Q4: 280 shares; 2026Q1: 309 shares 309 $46.6K <0.01% +29 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 408 shares; 2025Q1: 352 shares; 2025Q2: 349 shares; 2025Q3: 199 shares; 2025Q4: 3,276 shares; 2026Q1: 254 shares 254 $46.6K <0.01% -3,022 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares 1,540 $46.5K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,875 shares; 2026Q1: 2,350 shares 2,350 $46.5K <0.01% +475 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares 1,764 $46.5K <0.01% 0 Timeline QEFA 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 270 shares; 2025Q1: 247 shares; 2025Q2: 245 shares; 2025Q3: 242 shares; 2025Q4: 237 shares; 2026Q1: 497 shares 497 $46.4K <0.01% +260 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 489 shares; 2025Q1: 474 shares; 2025Q2: 461 shares; 2025Q3: 482 shares; 2025Q4: 485 shares; 2026Q1: 499 shares 499 $46.2K <0.01% +14 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,890 shares; 2025Q1: 5,970 shares; 2025Q2: 1,830 shares; 2025Q3: 1,877 shares; 2025Q4: 3,291 shares; 2026Q1: 3,830 shares 3,830 $46.2K <0.01% +539 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,539 shares; 2025Q4: 2,539 shares; 2026Q1: 2,539 shares 2,539 $46.1K <0.01% 0 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,586 shares 1,586 $46.1K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: 463 shares; 2025Q2: 524 shares; 2025Q3: 513 shares; 2025Q4: 435 shares; 2026Q1: 448 shares 448 $45.9K <0.01% +13 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,490 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $45.7K <0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 866 shares 866 $45.4K <0.01% +4 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $45.4K <0.01% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 661 shares; 2025Q2: 857 shares; 2025Q3: 915 shares; 2025Q4: 826 shares; 2026Q1: 754 shares 754 $45.4K <0.01% -72 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,938 shares; 2025Q4: 2,050 shares; 2026Q1: 1,829 shares 1,829 $45.4K <0.01% -221 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,079 shares; 2025Q1: 1,093 shares; 2025Q2: 2,320 shares; 2025Q3: 1,052 shares; 2025Q4: 1,049 shares; 2026Q1: 1,049 shares 1,049 $45.3K <0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,947 shares; 2026Q1: 1,947 shares 1,947 $45.1K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 163 shares; 2025Q2: 126 shares; 2025Q3: 793 shares; 2025Q4: 492 shares; 2026Q1: 476 shares 476 $45K <0.01% -16 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,632 shares; 2025Q1: 4,526 shares; 2025Q2: 4,770 shares; 2025Q3: 7,337 shares; 2025Q4: 4,656 shares; 2026Q1: 3,859 shares 3,859 $45K <0.01% -797 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,949 shares; 2025Q1: 102 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 327 shares 327 $44.9K <0.01% +100 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,438 shares; 2025Q2: 12,438 shares; 2025Q3: 12,438 shares; 2025Q4: 12,438 shares; 2026Q1: 12,688 shares 12,688 $44.8K <0.01% +250 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,880 shares; 2025Q1: 34,242 shares; 2025Q2: 27,381 shares; 2025Q3: 2,375 shares; 2025Q4: 2,250 shares; 2026Q1: 1,800 shares 1,800 $44.6K <0.01% -450 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,749 shares; 2025Q1: 4,356 shares; 2025Q2: 3,381 shares; 2025Q3: 4,517 shares; 2025Q4: 4,074 shares; 2026Q1: 3,664 shares 3,664 $44.6K <0.01% -410 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 810 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $44.3K <0.01% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,222 shares; 2025Q1: 3,511 shares; 2025Q2: 3,676 shares; 2025Q3: 3,647 shares; 2025Q4: 3,322 shares; 2026Q1: 3,458 shares 3,458 $44.3K <0.01% +136 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,522 shares; 2025Q1: 3,792 shares; 2025Q2: 1,911 shares; 2025Q3: 900 shares; 2025Q4: 1,219 shares; 2026Q1: 1,315 shares 1,315 $43.9K <0.01% +96 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares; 2026Q1: 250 shares 250 $43.9K <0.01% -325 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,412 shares; 2025Q1: 15,383 shares; 2025Q2: 15,425 shares; 2025Q3: 4,167 shares; 2025Q4: 4,210 shares; 2026Q1: 4,252 shares 4,252 $43.8K <0.01% +42 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,608 shares; 2025Q1: 717 shares; 2025Q2: 746 shares; 2025Q3: 586 shares; 2025Q4: 606 shares; 2026Q1: 599 shares 599 $43.7K <0.01% -7 Timeline FPE 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,014 shares; 2025Q4: 2,815 shares; 2026Q1: 2,460 shares 2,460 $43.7K <0.01% -355 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 370 shares; 2025Q2: 228 shares; 2025Q3: 510 shares; 2025Q4: 491 shares; 2026Q1: 735 shares 735 $43.4K <0.01% +244 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,159 shares; 2025Q1: 1,101 shares; 2025Q2: 862 shares; 2025Q3: 865 shares; 2025Q4: 674 shares; 2026Q1: 493 shares 493 $43.4K <0.01% -181 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,385 shares; 2025Q1: 5,385 shares; 2025Q2: 5,385 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares; 2026Q1: 5,385 shares 5,385 $43.2K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339 shares; 2025Q1: 182 shares; 2025Q2: 165 shares; 2025Q3: 189 shares; 2025Q4: 219 shares; 2026Q1: 221 shares 221 $43.2K <0.01% +2 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,903 shares; 2025Q1: 1,917 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 1,909 shares 1,909 $43.1K <0.01% +6 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,789 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares 1,082 $42.8K <0.01% 0 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,825 shares; 2026Q1: 2,003 shares 2,003 $42.7K <0.01% +178 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,972 shares; 2025Q1: 955 shares; 2025Q2: 13,077 shares; 2025Q3: 488 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449 $42.5K <0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 2,606 shares; 2025Q2: 653 shares; 2025Q3: 781 shares; 2025Q4: 1,101 shares; 2026Q1: 1,102 shares 1,102 $42.3K <0.01% +1 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 288 shares; 2025Q2: 301 shares; 2025Q3: 255 shares; 2025Q4: 266 shares; 2026Q1: 243 shares 243 $42.1K <0.01% -23 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 59 shares; 2025Q2: 968 shares; 2025Q3: 656 shares; 2025Q4: 72 shares; 2026Q1: 75 shares 75 $42.1K <0.01% +3 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 1,033 shares; 2026Q1: 1,222 shares 1,222 $42K <0.01% +189 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 756 shares 756 $42K <0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,651 shares; 2025Q4: 8,562 shares; 2026Q1: 4,658 shares 4,658 $42K <0.01% -3,904 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,656 shares; 2025Q1: 1,229 shares; 2025Q2: 1,066 shares; 2025Q3: 1,020 shares; 2025Q4: 976 shares; 2026Q1: 911 shares 911 $41.9K <0.01% -65 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,474 shares; 2025Q1: 68,985 shares; 2025Q2: 889 shares; 2025Q3: 544 shares; 2025Q4: 526 shares; 2026Q1: 519 shares 519 $41.9K <0.01% -7 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,110 shares; 2025Q1: 1,081 shares; 2025Q2: 1,127 shares; 2025Q3: 1,093 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares 1,581 $41.8K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 3,423 shares; 2025Q4: 3,423 shares; 2026Q1: 3,423 shares 3,423 $41.7K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 418 shares; 2025Q1: 405 shares; 2025Q2: 237 shares; 2025Q3: 156 shares; 2025Q4: 251 shares; 2026Q1: 199 shares 199 $41.6K <0.01% -52 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 862 shares; 2025Q3: 920 shares; 2025Q4: 10,300 shares; 2026Q1: 1,496 shares 1,496 $41.6K <0.01% -8,804 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,403 shares; 2025Q1: 665 shares; 2025Q2: 944 shares; 2025Q3: 1,422 shares; 2025Q4: 2,147 shares; 2026Q1: 2,157 shares 2,157 $41.4K <0.01% +10 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 999 shares 999 $41.3K <0.01% new Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares; 2026Q1: 2,980 shares 2,980 $41.1K <0.01% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,760 shares; 2025Q1: 6,760 shares; 2025Q2: 6,760 shares; 2025Q3: 6,760 shares; 2025Q4: 6,760 shares; 2026Q1: 5,025 shares 5,025 $41.1K <0.01% -1,735 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 227 shares; 2025Q2: 195 shares; 2025Q3: 397 shares; 2025Q4: 404 shares; 2026Q1: 405 shares 405 $40.8K <0.01% +1 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,418 shares; 2025Q1: 19,253 shares; 2025Q2: 33,465 shares; 2025Q3: 44,815 shares; 2025Q4: 4,765 shares; 2026Q1: 4,765 shares 4,765 $40.5K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 301 shares; 2025Q2: 2,805 shares; 2025Q3: 700 shares; 2025Q4: 186 shares; 2026Q1: 185 shares 185 $40.5K <0.01% -1 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,537 shares; 2025Q1: 2,528 shares; 2025Q2: 2,512 shares; 2025Q3: 1,353 shares; 2025Q4: 1,232 shares; 2026Q1: 1,186 shares 1,186 $40.2K <0.01% -46 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,299 shares; 2025Q3: 1,484 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares 1,299 $40.1K <0.01% 0 Timeline GDXY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: not reported; 2025Q3: 2,693 shares; 2025Q4: 2,916 shares; 2026Q1: 2,855 shares 2,855 $39.9K <0.01% -61 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 557 shares; 2025Q1: 2,779 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 8,973 shares; 2026Q1: 8,611 shares 8,611 $39.9K <0.01% -362 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 1,348 shares; 2025Q2: 1,214 shares; 2025Q3: 2,189 shares; 2025Q4: 2,222 shares; 2026Q1: 1,525 shares 1,525 $39.9K <0.01% -697 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 12,000 shares; 2025Q4: 9,000 shares; 2026Q1: 7,480 shares 7,480 $39.8K <0.01% -1,520 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 20 shares; 2025Q2: 4 shares; 2025Q3: 9 shares; 2025Q4: 32 shares; 2026Q1: 134 shares 134 $39.7K <0.01% +102 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,848 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 49,941 shares; 2025Q4: 31,598 shares; 2026Q1: 342 shares 342 $39.7K <0.01% -31,256 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 1,061 shares 1,061 $39.7K <0.01% +165 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,348 shares; 2025Q1: 3,396 shares; 2025Q2: 2,739 shares; 2025Q3: 3,352 shares; 2025Q4: 3,039 shares; 2026Q1: 2,415 shares 2,415 $39.7K <0.01% -624 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,613 shares; 2025Q1: 417 shares; 2025Q2: 1,045 shares; 2025Q3: 539 shares; 2025Q4: 142 shares; 2026Q1: 1,096 shares 1,096 $39.6K <0.01% +954 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 184 shares; 2025Q2: 195 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $39.5K <0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,820 shares; 2025Q3: 11,820 shares; 2025Q4: 12,586 shares; 2026Q1: 12,820 shares 12,820 $39.4K <0.01% +234 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,522 shares; 2025Q1: 798 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 672 shares; 2026Q1: 672 shares 672 $39.3K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 927 shares; 2025Q1: 713 shares; 2025Q2: 601 shares; 2025Q3: 557 shares; 2025Q4: 476 shares; 2026Q1: 655 shares 655 $39.3K <0.01% +179 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 194 shares; 2025Q2: 235 shares; 2025Q3: 340 shares; 2025Q4: 271 shares; 2026Q1: 294 shares 294 $39.1K <0.01% +23 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,553 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 1,574 shares 1,574 $38.9K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,029 shares; 2025Q2: 1,036 shares; 2025Q3: 1,042 shares; 2025Q4: 1,101 shares; 2026Q1: 1,306 shares 1,306 $38.9K <0.01% +205 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 184 shares; 2025Q2: 188 shares; 2025Q3: 151 shares; 2025Q4: 153 shares; 2026Q1: 133 shares 133 $38.7K <0.01% -20 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,097 shares; 2025Q1: 1,349 shares; 2025Q2: 5,715 shares; 2025Q3: 6,905 shares; 2025Q4: 4,735 shares; 2026Q1: 4,585 shares 4,585 $38.6K <0.01% -150 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 757 shares; 2025Q1: 1,110 shares; 2025Q2: 1,029 shares; 2025Q3: 1,027 shares; 2025Q4: 591 shares; 2026Q1: 614 shares 614 $38.6K <0.01% +23 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,394 shares; 2025Q1: 2,394 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares 1,416 $38.5K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,522 shares; 2025Q4: 2,019 shares; 2026Q1: 2,104 shares 2,104 $38.5K <0.01% +85 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 3,600 shares 3,600 $38.5K <0.01% +1,400 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 19 shares; 2025Q2: 12 shares; 2025Q3: 30 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $38.5K <0.01% 0 Timeline FTSL 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,336 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,098 shares; 2025Q4: 858 shares; 2026Q1: 858 shares 858 $38.4K <0.01% 0 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,570 shares; 2025Q1: 38,168 shares; 2025Q2: 28,987 shares; 2025Q3: 37,791 shares; 2025Q4: 1,686 shares; 2026Q1: 808 shares 808 $38.4K <0.01% -878 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249 shares; 2025Q1: 440 shares; 2025Q2: 812 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 732 shares 732 $38.3K <0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 504 shares; 2025Q2: 408 shares; 2025Q3: 370 shares; 2025Q4: 289 shares; 2026Q1: 302 shares 302 $38.3K <0.01% +13 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 959 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 959 shares; 2026Q1: 959 shares 959 $38.2K <0.01% 0 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 444 shares; 2026Q1: 1,189 shares 1,189 $38.1K <0.01% +745 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,802 shares; 2025Q1: 2,035 shares; 2025Q2: 1,524 shares; 2025Q3: not reported; 2025Q4: 1,352 shares; 2026Q1: 1,352 shares 1,352 $38K <0.01% 0 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares 451 $37.9K <0.01% 0 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $37.8K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326 shares; 2025Q1: 331 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 557 shares; 2026Q1: 568 shares 568 $37.7K <0.01% +11 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $37.6K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 594 shares; 2025Q1: 394 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 260 shares 260 $37.6K <0.01% +256 Timeline FTCS 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,559 shares; 2025Q1: 938 shares; 2025Q2: 12,844 shares; 2025Q3: 862 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $37.6K <0.01% 0 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,325 shares; 2025Q1: 3,300 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $37.5K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 66 shares; 2025Q2: 17 shares; 2025Q3: 118 shares; 2025Q4: 131 shares; 2026Q1: 119 shares 119 $37.5K <0.01% -12 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 925 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $37.4K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 312 shares; 2025Q2: 313 shares; 2025Q3: 296 shares; 2025Q4: 263 shares; 2026Q1: 396 shares 396 $37K <0.01% +133 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193 shares; 2025Q1: 282 shares; 2025Q2: 361 shares; 2025Q3: 364 shares; 2025Q4: 279 shares; 2026Q1: 179 shares 179 $36.9K <0.01% -100 Timeline QSIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 868 shares; 2025Q1: 823 shares; 2025Q2: 809 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $36.9K <0.01% 0 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,735 shares; 2025Q1: 6,769 shares; 2025Q2: 8,401 shares; 2025Q3: 2,695 shares; 2025Q4: 2,736 shares; 2026Q1: 2,833 shares 2,833 $36.8K <0.01% +97 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,209 shares; 2026Q1: 1,209 shares 1,209 $36.6K <0.01% 0 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,137 shares; 2025Q1: 3,137 shares; 2025Q2: 2,437 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares; 2026Q1: 4,037 shares 4,037 $36.4K <0.01% +1,600 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,781 shares; 2025Q1: 373 shares; 2025Q2: 703 shares; 2025Q3: 966 shares; 2025Q4: 2,820 shares; 2026Q1: 1,233 shares 1,233 $36.4K <0.01% -1,587 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $36.3K <0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 8,488 shares; 2025Q3: 7,152 shares; 2025Q4: 6,974 shares; 2026Q1: 2,803 shares 2,803 $36.2K <0.01% -4,171 Timeline TLTI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 294 shares; 2026Q1: 790 shares 790 $36.2K <0.01% +496 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 270 shares; 2025Q2: 621 shares; 2025Q3: 605 shares; 2025Q4: 449 shares; 2026Q1: 626 shares 626 $36.1K <0.01% +177 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 673 shares; 2025Q2: 610 shares; 2025Q3: 555 shares; 2025Q4: 489 shares; 2026Q1: 479 shares 479 $36.1K <0.01% -10 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,030 shares; 2025Q1: 914 shares; 2025Q2: 910 shares; 2025Q3: 902 shares; 2025Q4: 882 shares; 2026Q1: 882 shares 882 $36K <0.01% 0 Timeline GPIX 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $36K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 96 shares; 2025Q2: 1,150 shares; 2025Q3: 14,815 shares; 2025Q4: 19,106 shares; 2026Q1: 6,935 shares 6,935 $35.9K <0.01% -12,171 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 966 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 929 shares 929 $35.7K <0.01% 0 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $35.7K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 987 shares; 2025Q1: 1,005 shares; 2025Q2: 987 shares; 2025Q3: 1,022 shares; 2025Q4: 739 shares; 2026Q1: 731 shares 731 $35.7K <0.01% -8 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 1,127 shares; 2025Q4: 1,350 shares; 2026Q1: 1,330 shares 1,330 $35.5K <0.01% -20 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,895 shares; 2025Q1: 5,895 shares; 2025Q2: 11,895 shares; 2025Q3: 8,895 shares; 2025Q4: 10,395 shares; 2026Q1: 5,895 shares 5,895 $35.4K <0.01% -4,500 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 766 shares; 2025Q1: 989 shares; 2025Q2: 1,402 shares; 2025Q3: 1,205 shares; 2025Q4: 1,182 shares; 2026Q1: 813 shares 813 $35.3K <0.01% -369 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 296 shares; 2025Q1: 300 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $35.1K <0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 179 shares; 2025Q2: 66 shares; 2025Q3: 108 shares; 2025Q4: 42 shares; 2026Q1: 380 shares 380 $35.1K <0.01% +338 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 328 shares 328 $35K <0.01% +58 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 378 shares; 2025Q1: 485 shares; 2025Q2: 528 shares; 2025Q3: 508 shares; 2025Q4: 1,135 shares; 2026Q1: 177 shares 177 $34.9K <0.01% -958 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 358 shares; 2026Q1: 1,238 shares 1,238 $34.8K <0.01% +880 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $34.6K <0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,096 shares; 2025Q1: 1,603 shares; 2025Q2: 1,870 shares; 2025Q3: 1,816 shares; 2025Q4: 1,887 shares; 2026Q1: 1,887 shares 1,887 $34.6K <0.01% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,824 shares; 2025Q1: 36,389 shares; 2025Q2: 10,551 shares; 2025Q3: 14,233 shares; 2025Q4: 13,562 shares; 2026Q1: 656 shares 656 $34.6K <0.01% -12,906 Timeline EMLP 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,500 shares; 2025Q1: 56,578 shares; 2025Q2: 54,634 shares; 2025Q3: 83,363 shares; 2025Q4: 84,818 shares; 2026Q1: 792 shares 792 $34.6K <0.01% -84,026 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 45 shares; 2025Q2: 55 shares; 2025Q3: 60 shares; 2025Q4: 102 shares; 2026Q1: 101 shares 101 $34.5K <0.01% -1 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $34.4K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 332 shares; 2025Q3: 444 shares; 2025Q4: 139 shares; 2026Q1: 147 shares 147 $34.3K <0.01% +8 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 387 shares 387 $34.2K <0.01% +302 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,570 shares; 2025Q1: 2,552 shares; 2025Q2: 2,278 shares; 2025Q3: 2,423 shares; 2025Q4: 3,043 shares; 2026Q1: 2,429 shares 2,429 $34.2K <0.01% -614 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares 1,024 $34K <0.01% 0 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 1,298 shares; 2026Q1: 1,279 shares 1,279 $34K <0.01% -19 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 684 shares; 2026Q1: 634 shares 634 $33.8K <0.01% -50 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,118 shares; 2025Q1: 1,114 shares; 2025Q2: 1,235 shares; 2025Q3: 1,225 shares; 2025Q4: 525 shares; 2026Q1: 664 shares 664 $33.7K <0.01% +139 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 3,075 shares 3,075 $33.7K <0.01% 0 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,017 shares; 2025Q1: 871 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 641 shares 641 $33.6K <0.01% -194 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,960 shares; 2025Q1: 1,969 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares 1,460 $33.6K <0.01% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 830 shares; 2026Q1: 843 shares 843 $33.6K <0.01% +13 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,998 shares; 2026Q1: 2,010 shares 2,010 $33.6K <0.01% +12 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,186 shares; 2025Q1: 1,245 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 1,314 shares; 2026Q1: 1,578 shares 1,578 $33.4K <0.01% +264 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,115 shares; 2025Q1: 17,115 shares; 2025Q2: 17,115 shares; 2025Q3: 16,675 shares; 2025Q4: 16,955 shares; 2026Q1: 6,815 shares 6,815 $33.2K <0.01% -10,140 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 3 shares; 2025Q2: 786 shares; 2025Q3: 144 shares; 2025Q4: 7 shares; 2026Q1: 628 shares 628 $33.1K <0.01% +621 Timeline VIOV 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 331 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $33K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,654 shares; 2025Q1: 1,657 shares; 2025Q2: 1,588 shares; 2025Q3: 1,609 shares; 2025Q4: 320 shares; 2026Q1: 322 shares 322 $33K <0.01% +2 Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,863 shares; 2025Q1: 15,363 shares; 2025Q2: 15,363 shares; 2025Q3: 15,363 shares; 2025Q4: 15,363 shares; 2026Q1: 12,800 shares 12,800 $32.8K <0.01% -2,563 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321 shares; 2025Q1: 368 shares; 2025Q2: 994 shares; 2025Q3: 324 shares; 2025Q4: 349 shares; 2026Q1: 490 shares 490 $32.5K <0.01% +141 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 24,769 shares; 2026Q1: 2,185 shares 2,185 $32.4K <0.01% -22,584 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 456 shares; 2025Q2: 474 shares; 2025Q3: 374 shares; 2025Q4: 386 shares; 2026Q1: 438 shares 438 $32.4K <0.01% +52 Timeline EWX 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 493 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 516 shares; 2025Q4: 499 shares; 2026Q1: 489 shares 489 $32.3K <0.01% -10 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares 630 $32.2K <0.01% new Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 745 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $32.2K <0.01% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $32.1K <0.01% 0 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 582 shares 582 $32K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 83 shares; 2025Q2: 102 shares; 2025Q3: 106 shares; 2025Q4: 107 shares; 2026Q1: 113 shares 113 $31.9K <0.01% +6 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: 1,107 shares; 2025Q2: 274 shares; 2025Q3: 288 shares; 2025Q4: 277 shares; 2026Q1: 250 shares 250 $31.8K <0.01% -27 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,452 shares; 2025Q1: 1,507 shares; 2025Q2: 1,416 shares; 2025Q3: 1,431 shares; 2025Q4: 1,443 shares; 2026Q1: 1,392 shares 1,392 $31.8K <0.01% -51 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 902 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 280 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $31.7K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 54 shares; 2025Q3: 56 shares; 2025Q4: 29 shares; 2026Q1: 83 shares 83 $31.5K <0.01% +54 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,159 shares 1,159 $31.5K <0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 52 shares; 2025Q2: 232 shares; 2025Q3: 245 shares; 2025Q4: 258 shares; 2026Q1: 467 shares 467 $31.3K <0.01% +209 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 1,126 shares 1,126 $31.2K <0.01% +626 Timeline