MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $134K <0.01% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,381 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 2,511 shares; 2025Q4: 3,457 shares; 2026Q1: 4,255 shares; 2026Q2: 4,867 shares 4,867 $134K <0.01% +612 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 647 shares; 2025Q2: 459 shares; 2025Q3: 1,899 shares; 2025Q4: 2,338 shares; 2026Q1: 4,738 shares; 2026Q2: 2,859 shares 2,859 $133K <0.01% -1,879 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares; 2026Q1: 11,120 shares; 2026Q2: 11,120 shares 11,120 $133K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,209 shares; 2025Q1: 5,250 shares; 2025Q2: 11,603 shares; 2025Q3: 5,612 shares; 2025Q4: 3,047 shares; 2026Q1: 9,124 shares; 2026Q2: 3,331 shares 3,331 $132K <0.01% -5,793 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares; 2026Q1: 4,731 shares; 2026Q2: 4,676 shares 4,676 $132K <0.01% -55 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; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 314 shares; 2025Q2: 4,714 shares; 2025Q3: 561 shares; 2025Q4: 5,580 shares; 2026Q1: 697 shares; 2026Q2: 1,484 shares 1,484 $132K <0.01% +787 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,505 shares; 2025Q1: 3,628 shares; 2025Q2: 180 shares; 2025Q3: 1,046 shares; 2025Q4: 1,136 shares; 2026Q1: 2,387 shares; 2026Q2: 2,505 shares 2,505 $131K <0.01% +118 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 342 shares 342 $130K <0.01% +316 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: 1,445 shares; 2025Q2: 1,825 shares; 2025Q3: 2,070 shares; 2025Q4: 2,059 shares; 2026Q1: 1,777 shares; 2026Q2: 1,809 shares 1,809 $129K <0.01% +32 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 812 shares; 2025Q2: 1,355 shares; 2025Q3: 1,368 shares; 2025Q4: 2,219 shares; 2026Q1: 3,355 shares; 2026Q2: 3,113 shares 3,113 $129K <0.01% -242 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,129 shares; 2025Q1: 1,029 shares; 2025Q2: 1,183 shares; 2025Q3: 1,461 shares; 2025Q4: 1,061 shares; 2026Q1: 1,067 shares; 2026Q2: 1,258 shares 1,258 $128K <0.01% +191 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,835 shares; 2025Q1: 34,356 shares; 2025Q2: 34,351 shares; 2025Q3: 34,645 shares; 2025Q4: 35,194 shares; 2026Q1: 778 shares; 2026Q2: 780 shares 780 $128K <0.01% +2 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,984 shares; 2025Q1: 3,186 shares; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares; 2026Q2: 3,186 shares 3,186 $128K <0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,797 shares; 2025Q1: 3,297 shares; 2025Q2: 3,152 shares; 2025Q3: 3,103 shares; 2025Q4: 2,784 shares; 2026Q1: 2,805 shares; 2026Q2: 2,577 shares 2,577 $128K <0.01% -228 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,222 shares; 2025Q1: 4,856 shares; 2025Q2: 5,814 shares; 2025Q3: 4,273 shares; 2025Q4: 15,708 shares; 2026Q1: 5,214 shares; 2026Q2: 4,779 shares 4,779 $127K <0.01% -435 Timeline FOPC ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,597 shares; 2025Q2: 5,796 shares; 2025Q3: 5,510 shares; 2025Q4: 5,278 shares; 2026Q1: 5,048 shares; 2026Q2: 4,982 shares 4,982 $126K <0.01% -66 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,000 shares; 2025Q1: 82,628 shares; 2025Q2: 90,131 shares; 2025Q3: 100,895 shares; 2025Q4: 111,216 shares; 2026Q1: 122,968 shares; 2026Q2: 3,051 shares 3,051 $125K <0.01% -119,917 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,003 shares; 2025Q3: 2,605 shares; 2025Q4: 2,608 shares; 2026Q1: 2,633 shares; 2026Q2: 2,625 shares 2,625 $125K <0.01% -8 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 207 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,844 shares; 2026Q1: 16,485 shares; 2026Q2: 13,402 shares 13,402 $125K <0.01% -3,083 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,575 shares; 2025Q1: 7,575 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $124K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,530 shares; 2025Q1: 2,028 shares; 2025Q2: 1,370 shares; 2025Q3: 1,311 shares; 2025Q4: 1,174 shares; 2026Q1: 1,196 shares; 2026Q2: 1,294 shares 1,294 $124K <0.01% +98 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; 2024Q3: restricted; 2024Q4: 576 shares; 2025Q1: 577 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,030 shares; 2026Q1: 2,662 shares; 2026Q2: 3,058 shares 3,058 $123K <0.01% +396 Timeline FGSM ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,787 shares; 2025Q2: 7,676 shares; 2025Q3: 7,335 shares; 2025Q4: 6,968 shares; 2026Q1: 6,419 shares; 2026Q2: 3,521 shares 3,521 $123K <0.01% -2,898 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,754 shares; 2025Q1: 2,191 shares; 2025Q2: 2,131 shares; 2025Q3: 3,821 shares; 2025Q4: 3,884 shares; 2026Q1: 4,067 shares; 2026Q2: 4,316 shares 4,316 $123K <0.01% +249 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,726 shares 3,726 $122K <0.01% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,276 shares; 2025Q1: 3,165 shares; 2025Q2: 20,165 shares; 2025Q3: 26,473 shares; 2025Q4: 15,960 shares; 2026Q1: 11,700 shares; 2026Q2: 7,150 shares 7,150 $121K <0.01% -4,550 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; 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; 2026Q2: 6,811 shares 6,811 $121K <0.01% -215 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,878 shares; 2025Q4: 2,364 shares; 2026Q1: 2,372 shares; 2026Q2: 2,365 shares 2,365 $120K <0.01% -7 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,266 shares; 2025Q1: 858 shares; 2025Q2: 814 shares; 2025Q3: 1,015 shares; 2025Q4: 1,017 shares; 2026Q1: 994 shares; 2026Q2: 909 shares 909 $120K <0.01% -85 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 366 shares; 2026Q2: 1,251 shares 1,251 $120K <0.01% +885 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: not reported; 2025Q3: 12,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,132 shares 19,132 $119K <0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,570 shares; 2025Q1: 3,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,300 shares; 2026Q1: 900 shares; 2026Q2: 9,900 shares 9,900 $119K <0.01% +9,000 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; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 576 shares; 2026Q1: 626 shares; 2026Q2: 633 shares 633 $119K <0.01% +7 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; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 590 shares; 2025Q2: 537 shares; 2025Q3: 503 shares; 2025Q4: 491 shares; 2026Q1: 481 shares; 2026Q2: 516 shares 516 $118K <0.01% +35 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,575 shares; 2025Q1: 9,334 shares; 2025Q2: 4,433 shares; 2025Q3: 1,022 shares; 2025Q4: 775 shares; 2026Q1: 406 shares; 2026Q2: 10,520 shares 10,520 $118K <0.01% +10,114 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; 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; 2026Q2: 1,291 shares 1,291 $118K <0.01% +7 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 630 shares; 2025Q1: 538 shares; 2025Q2: 579 shares; 2025Q3: 770 shares; 2025Q4: 780 shares; 2026Q1: 1,251 shares; 2026Q2: 838 shares 838 $118K <0.01% -413 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; 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; 2026Q2: 22,730 shares 22,730 $118K <0.01% +1,685 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: 25,395 shares; 2025Q2: 37,363 shares; 2025Q3: 33,383 shares; 2025Q4: 21,886 shares; 2026Q1: 12,460 shares; 2026Q2: 7,658 shares 7,658 $118K <0.01% -4,802 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; 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; 2026Q2: 2,903 shares 2,903 $118K <0.01% +3 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; 2024Q3: restricted; 2024Q4: 857 shares; 2025Q1: 341 shares; 2025Q2: 344 shares; 2025Q3: 347 shares; 2025Q4: 327 shares; 2026Q1: 327 shares; 2026Q2: 519 shares 519 $118K <0.01% +192 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; 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; 2026Q2: 2,885 shares 2,885 $118K <0.01% +256 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 263 shares; 2025Q1: 2,895 shares; 2025Q2: 2,010 shares; 2025Q3: 3,510 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares; 2026Q2: 51,332 shares 51,332 $118K <0.01% +49,322 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; 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; 2026Q2: 4,710 shares 4,710 $117K <0.01% +687 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,428 shares; 2025Q1: 3,402 shares; 2025Q2: 4,211 shares; 2025Q3: 4,480 shares; 2025Q4: 2,627 shares; 2026Q1: 7,800 shares; 2026Q2: 2,405 shares 2,405 $117K <0.01% -5,395 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,773 shares; 2025Q1: 5,064 shares; 2025Q2: 4,922 shares; 2025Q3: 4,227 shares; 2025Q4: 4,700 shares; 2026Q1: 5,141 shares; 2026Q2: 5,044 shares 5,044 $117K <0.01% -97 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 464 shares; 2025Q1: 6,321 shares; 2025Q2: 1,091 shares; 2025Q3: 1,616 shares; 2025Q4: 12,782 shares; 2026Q1: 879 shares; 2026Q2: 631 shares 631 $116K <0.01% -248 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: 1,015 shares; 2025Q2: 904 shares; 2025Q3: 1,065 shares; 2025Q4: 838 shares; 2026Q1: 1,092 shares; 2026Q2: 1,284 shares 1,284 $115K <0.01% +192 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,330 shares; 2025Q4: 3,330 shares; 2026Q1: 3,330 shares; 2026Q2: 3,330 shares 3,330 $115K <0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,020 shares; 2025Q1: 17,473 shares; 2025Q2: 17,529 shares; 2025Q3: 19,566 shares; 2025Q4: 19,567 shares; 2026Q1: 19,722 shares; 2026Q2: 19,796 shares 19,796 $115K <0.01% +74 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,008 shares; 2025Q1: 66 shares; 2025Q2: 400 shares; 2025Q3: 501 shares; 2025Q4: 266 shares; 2026Q1: 20 shares; 2026Q2: 482 shares 482 $115K <0.01% +462 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 45 shares; 2025Q4: 753 shares; 2026Q1: 48 shares; 2026Q2: 650 shares 650 $114K <0.01% +602 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 5,184 shares; 2025Q2: 2,280 shares; 2025Q3: 4,780 shares; 2025Q4: 3,530 shares; 2026Q1: 1,543 shares; 2026Q2: 7,230 shares 7,230 $114K <0.01% +5,687 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,429 shares; 2025Q4: 1,829 shares; 2026Q1: 1,358 shares; 2026Q2: 1,342 shares 1,342 $114K <0.01% -16 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,865 shares; 2025Q1: 1,264 shares; 2025Q2: 1,162 shares; 2025Q3: 2,958 shares; 2025Q4: 2,727 shares; 2026Q1: 7,516 shares; 2026Q2: 2,730 shares 2,730 $113K <0.01% -4,786 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,612 shares 2,612 $113K <0.01% -66 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; 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; 2026Q2: 1,531 shares 1,531 $112K <0.01% +69 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $111K <0.01% new 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; 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; 2026Q2: 11,053 shares 11,053 $111K <0.01% +2,436 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; 2024Q3: restricted; 2024Q4: 758 shares; 2025Q1: 827 shares; 2025Q2: 879 shares; 2025Q3: 631 shares; 2025Q4: 855 shares; 2026Q1: 655 shares; 2026Q2: 1,282 shares 1,282 $111K <0.01% +627 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; 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; 2026Q2: 4,374 shares 4,374 $109K <0.01% +154 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,209 shares; 2026Q1: 3,966 shares; 2026Q2: 4,131 shares 4,131 $109K <0.01% +165 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 356 shares; 2025Q1: 679 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 3,471 shares 3,471 $109K <0.01% +3,118 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 225 shares; 2025Q2: 291 shares; 2025Q3: 318 shares; 2025Q4: 535 shares; 2026Q1: 1,599 shares; 2026Q2: 545 shares 545 $109K <0.01% -1,054 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 1,124 shares; 2025Q3: 1,133 shares; 2025Q4: 1,303 shares; 2026Q1: 1,916 shares; 2026Q2: 2,169 shares 2,169 $109K <0.01% +253 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,112 shares; 2025Q1: 592 shares; 2025Q2: 4,072 shares; 2025Q3: 2,923 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 529 shares 529 $108K <0.01% -4 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; 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; 2026Q2: 3,419 shares 3,419 $108K <0.01% +527 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; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 547 shares; 2025Q2: 801 shares; 2025Q3: 742 shares; 2025Q4: 847 shares; 2026Q1: 1,276 shares; 2026Q2: 1,461 shares 1,461 $108K <0.01% +185 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; 2024Q3: restricted; 2024Q4: 788 shares; 2025Q1: 791 shares; 2025Q2: 1,391 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,306 shares; 2026Q2: 1,368 shares 1,368 $107K <0.01% +62 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; 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; 2026Q2: 954 shares 954 $107K <0.01% +162 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; 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; 2026Q2: 2,969 shares 2,969 $107K <0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,704 shares 1,704 $106K <0.01% +6 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; 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; 2026Q2: 3,566 shares 3,566 $105K <0.01% -78 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,582 shares 2,582 $105K <0.01% -50 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 127 shares; 2025Q2: 119 shares; 2025Q3: 737 shares; 2025Q4: 53 shares; 2026Q1: 54 shares; 2026Q2: 234 shares 234 $104K <0.01% +180 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,190 shares; 2025Q1: 5,226 shares; 2025Q2: 5,083 shares; 2025Q3: 3,571 shares; 2025Q4: 2,496 shares; 2026Q1: 1,314 shares; 2026Q2: 1,261 shares 1,261 $104K <0.01% -53 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; 2024Q3: restricted; 2024Q4: 706 shares; 2025Q1: 720 shares; 2025Q2: 575 shares; 2025Q3: 978 shares; 2025Q4: 3,502 shares; 2026Q1: 1,355 shares; 2026Q2: 1,695 shares 1,695 $104K <0.01% +340 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; 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; 2026Q2: 4,075 shares 4,075 $104K <0.01% +1,013 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; 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; 2026Q2: 1,325 shares 1,325 $104K <0.01% +83 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,806 shares; 2025Q1: 3,435 shares; 2025Q2: 3,153 shares; 2025Q3: 2,365 shares; 2025Q4: 2,442 shares; 2026Q1: 2,164 shares; 2026Q2: 1,666 shares 1,666 $103K <0.01% -498 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; 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; 2026Q2: 3,462 shares 3,462 $103K <0.01% +2,308 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,433 shares 2,433 $103K <0.01% +1 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,907 shares; 2025Q1: 16,200 shares; 2025Q2: 19,045 shares; 2025Q3: 10,154 shares; 2025Q4: 6,071 shares; 2026Q1: 5,179 shares; 2026Q2: 4,616 shares 4,616 $103K <0.01% -563 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; 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; 2026Q2: 1,372 shares 1,372 $103K <0.01% +18 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; 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; 2026Q2: 10,846 shares 10,846 $103K <0.01% -36 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares; 2026Q2: 7,560 shares 7,560 $103K <0.01% -440 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,193 shares; 2025Q1: 538 shares; 2025Q2: 715 shares; 2025Q3: 512 shares; 2025Q4: 1,360 shares; 2026Q1: 1,515 shares; 2026Q2: 1,515 shares 1,515 $102K <0.01% 0 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,748 shares; 2025Q1: 2,816 shares; 2025Q2: 2,858 shares; 2025Q3: 2,788 shares; 2025Q4: 2,801 shares; 2026Q1: 2,741 shares; 2026Q2: 2,304 shares 2,304 $102K <0.01% -437 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; 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; 2026Q2: 1,311 shares 1,311 $101K <0.01% -34 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; 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; 2026Q2: 14,072 shares 14,072 $101K <0.01% +6,800 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,602 shares; 2025Q1: 7,686 shares; 2025Q2: 9,231 shares; 2025Q3: 209 shares; 2025Q4: 226 shares; 2026Q1: 1,655 shares; 2026Q2: 5,478 shares 5,478 $101K <0.01% +3,823 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 986 shares 986 $101K <0.01% new 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; 2024Q3: restricted; 2024Q4: 378 shares; 2025Q1: 485 shares; 2025Q2: 528 shares; 2025Q3: 508 shares; 2025Q4: 1,135 shares; 2026Q1: 177 shares; 2026Q2: 427 shares 427 $101K <0.01% +250 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 1,783 shares; 2025Q2: 1,394 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 1,112 shares 1,112 $101K <0.01% +242 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; 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; 2026Q2: 3,675 shares 3,675 $101K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,296 shares; 2025Q1: 2,956 shares; 2025Q2: 4,963 shares; 2025Q3: 3,067 shares; 2025Q4: 2,345 shares; 2026Q1: 3,525 shares; 2026Q2: 2,089 shares 2,089 $101K <0.01% -1,436 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,300 shares 3,300 $100K <0.01% new 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; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,477 shares; 2025Q2: 1,633 shares; 2025Q3: 922 shares; 2025Q4: 602 shares; 2026Q1: 489 shares; 2026Q2: 434 shares 434 $99.7K <0.01% -55 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; 2024Q3: restricted; 2024Q4: 2,202 shares; 2025Q1: 614 shares; 2025Q2: 550 shares; 2025Q3: 22,025 shares; 2025Q4: 14,399 shares; 2026Q1: 717 shares; 2026Q2: 686 shares 686 $99.4K <0.01% -31 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; 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; 2026Q2: 2,078 shares 2,078 $99.4K <0.01% +33 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,517 shares; 2025Q3: 3,466 shares; 2025Q4: 3,021 shares; 2026Q1: 1,321 shares; 2026Q2: 2,376 shares 2,376 $99.3K <0.01% +1,055 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; 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; 2026Q2: 3,735 shares 3,735 $99.2K <0.01% +1,711 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,282 shares; 2025Q1: 23,291 shares; 2025Q2: 1,969 shares; 2025Q3: 1,898 shares; 2025Q4: 2,646 shares; 2026Q1: 2,155 shares; 2026Q2: 2,312 shares 2,312 $98.7K <0.01% +157 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 292 shares; 2025Q2: 102 shares; 2025Q3: 1,391 shares; 2025Q4: 1,619 shares; 2026Q1: 2,092 shares; 2026Q2: 1,773 shares 1,773 $98.4K <0.01% -319 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 519 shares 519 $98.4K <0.01% new 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; 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; 2026Q2: 5,843 shares 5,843 $98.3K <0.01% +677 Timeline 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; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 3,270 shares; 2026Q2: 3,270 shares 3,270 $98K <0.01% 0 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,219 shares; 2026Q1: 6,360 shares; 2026Q2: 6,240 shares 6,240 $98K <0.01% -120 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,415 shares; 2025Q1: 30,615 shares; 2025Q2: 18,815 shares; 2025Q3: 10,315 shares; 2025Q4: 14,265 shares; 2026Q1: 9,265 shares; 2026Q2: 6,775 shares 6,775 $98K <0.01% -2,490 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162 shares; 2026Q2: 152 shares 152 $97.9K <0.01% -10 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; 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; 2026Q2: 1,957 shares 1,957 $97.8K <0.01% 0 Timeline DWMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,881 shares 2,881 $97.8K <0.01% +20 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,743 shares; 2025Q3: 11,976 shares; 2025Q4: 5,590 shares; 2026Q1: 2,592 shares; 2026Q2: 2,658 shares 2,658 $97.6K <0.01% +66 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; 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; 2026Q2: 12,345 shares 12,345 $97.3K <0.01% +4,000 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; 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; 2026Q2: 2,295 shares 2,295 $97.1K <0.01% -21 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; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 602 shares; 2025Q2: 508 shares; 2025Q3: 478 shares; 2025Q4: 467 shares; 2026Q1: 927 shares; 2026Q2: 1,002 shares 1,002 $97K <0.01% +75 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; 2024Q3: restricted; 2024Q4: 684 shares; 2025Q1: 566 shares; 2025Q2: 507 shares; 2025Q3: 416 shares; 2025Q4: 529 shares; 2026Q1: 490 shares; 2026Q2: 592 shares 592 $96.8K <0.01% +102 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,508 shares 1,508 $96.7K <0.01% -60 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; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 75 shares; 2025Q3: 74 shares; 2025Q4: 86 shares; 2026Q1: 81 shares; 2026Q2: 77 shares 77 $96.7K <0.01% -4 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; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,085 shares; 2025Q4: 915 shares; 2026Q1: 815 shares; 2026Q2: 872 shares 872 $96.7K <0.01% +57 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 2,250 shares; 2025Q4: 400 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $96.5K <0.01% new 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; 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; 2026Q2: 9,039 shares 9,039 $96.3K <0.01% +1,095 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,819 shares 4,819 $96.2K <0.01% new Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,644 shares; 2026Q2: 2,056 shares 2,056 $96.1K <0.01% -159,588 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; 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; 2026Q2: 7,822 shares 7,822 $96.1K <0.01% 0 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; 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; 2026Q2: 1,103 shares 1,103 $95.6K <0.01% +28 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; 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; 2026Q2: 4,732 shares 4,732 $95.3K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,362 shares; 2025Q1: 1,194 shares; 2025Q2: 5,329 shares; 2025Q3: 887 shares; 2025Q4: 842 shares; 2026Q1: 793 shares; 2026Q2: 559 shares 559 $95.1K <0.01% -234 Timeline XRSFX RIVERNORTH CAP AND INCM FD I More: the full row for RIVERNORTH CAP AND INCM FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,500 shares 6,500 $95K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 659 shares; 2025Q3: 1,082 shares; 2025Q4: 1,387 shares; 2026Q1: 1,837 shares; 2026Q2: 2,080 shares 2,080 $94.8K <0.01% +243 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,003 shares; 2025Q1: 2,051 shares; 2025Q2: 1,703 shares; 2025Q3: 1,711 shares; 2025Q4: 1,730 shares; 2026Q1: 2,337 shares; 2026Q2: 2,033 shares 2,033 $94.8K <0.01% -304 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,704 shares; 2026Q1: 6,099 shares; 2026Q2: 6,902 shares 6,902 $94.7K <0.01% +803 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; 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; 2026Q2: 7,500 shares 7,500 $93.7K <0.01% +3,000 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $93.5K <0.01% new Timeline PHVS PHARVARIS N V More: the full row for PHARVARIS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700 $93.4K <0.01% new 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; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 96 shares; 2025Q2: 1,240 shares; 2025Q3: 1,250 shares; 2025Q4: 1,213 shares; 2026Q1: 1,016 shares; 2026Q2: 1,153 shares 1,153 $92.9K <0.01% +137 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 190 shares; 2025Q2: 280 shares; 2025Q3: 354 shares; 2025Q4: 151 shares; 2026Q1: 142 shares; 2026Q2: 351 shares 351 $92.6K <0.01% +209 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 479 shares; 2025Q2: 828 shares; 2025Q3: 503 shares; 2025Q4: 599 shares; 2026Q1: 600 shares; 2026Q2: 3,130 shares 3,130 $92.5K <0.01% +2,530 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; 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; 2026Q2: 10,700 shares 10,700 $92.2K <0.01% +3,300 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 481 shares; 2025Q1: 473 shares; 2025Q2: 394 shares; 2025Q3: 571 shares; 2025Q4: 615 shares; 2026Q1: 613 shares; 2026Q2: 629 shares 629 $92.1K <0.01% +16 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,277 shares 6,277 $92K <0.01% +3,848 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; 2024Q3: restricted; 2024Q4: 799 shares; 2025Q1: 820 shares; 2025Q2: 893 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $91.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 464 shares; 2026Q1: 595 shares; 2026Q2: 848 shares 848 $91.8K <0.01% +253 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 702 shares; 2025Q2: 605 shares; 2025Q3: 657 shares; 2025Q4: 11,668 shares; 2026Q1: 9,469 shares; 2026Q2: 8,819 shares 8,819 $91.7K <0.01% -650 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,648 shares; 2025Q1: 1,692 shares; 2025Q2: 1,456 shares; 2025Q3: 1,256 shares; 2025Q4: 1,341 shares; 2026Q1: 1,894 shares; 2026Q2: 1,178 shares 1,178 $91.3K <0.01% -716 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; 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; 2026Q2: 1,319 shares 1,319 $91.2K <0.01% -86 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,293 shares 4,293 $91.2K <0.01% +494 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; 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; 2026Q2: 13,311 shares 13,311 $90.8K <0.01% -511 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; 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; 2026Q2: 2,679 shares 2,679 $90.3K <0.01% -148 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; 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; 2026Q2: 1,187 shares 1,187 $89.9K <0.01% +22 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,667 shares 1,667 $89.7K <0.01% -45 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,654 shares; 2025Q1: 7,254 shares; 2025Q2: 6,844 shares; 2025Q3: 5,310 shares; 2025Q4: 3,460 shares; 2026Q1: 1,764 shares; 2026Q2: 576 shares 576 $89.4K <0.01% -1,188 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 374 shares; 2025Q2: 341 shares; 2025Q3: 411 shares; 2025Q4: 387 shares; 2026Q1: 383 shares; 2026Q2: 401 shares 401 $89.3K <0.01% +18 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 3,462 shares; 2026Q1: 4,168 shares; 2026Q2: 4,209 shares 4,209 $89.2K <0.01% +41 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 443 shares; 2025Q4: 911 shares; 2026Q1: 907 shares; 2026Q2: 903 shares 903 $89K <0.01% -4 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; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 193 shares; 2025Q2: 194 shares; 2025Q3: 182 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $88.5K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 162 shares; 2025Q2: 513 shares; 2025Q3: 360 shares; 2025Q4: 340 shares; 2026Q1: 342 shares; 2026Q2: 351 shares 351 $88.3K <0.01% +9 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,600 shares 3,600 $88K <0.01% new 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; 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; 2026Q2: 1,855 shares 1,855 $87.9K <0.01% -257 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; 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; 2026Q2: 3,819 shares 3,819 $87.7K <0.01% 0 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; 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; 2026Q2: 15,127 shares 15,127 $87.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,809 shares; 2025Q1: 1,812 shares; 2025Q2: 1,809 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 847 shares; 2026Q2: 856 shares 856 $87.5K <0.01% +9 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; 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; 2026Q2: 1,172 shares 1,172 $87.2K <0.01% +40 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,848 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 49,941 shares; 2025Q4: 31,598 shares; 2026Q1: 342 shares; 2026Q2: 760 shares 760 $87.1K <0.01% +418 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; 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; 2026Q2: 2,202 shares 2,202 $87K <0.01% +294 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; 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; 2026Q2: 1,618 shares 1,618 $86.9K <0.01% +9 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; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,039 shares; 2025Q4: 17,021 shares; 2026Q1: 12,423 shares; 2026Q2: 10,785 shares 10,785 $86.8K <0.01% -1,638 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,359 shares; 2026Q1: 2,359 shares; 2026Q2: 3,282 shares 3,282 $86.7K <0.01% +923 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; 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; 2026Q2: 1,767 shares 1,767 $86.7K <0.01% +181 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,600 shares 9,600 $86.7K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 172 shares; 2025Q1: 173 shares; 2025Q2: 174 shares; 2025Q3: 177 shares; 2025Q4: 205 shares; 2026Q1: 255 shares; 2026Q2: 321 shares 321 $86.5K <0.01% +66 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 577 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 813 shares; 2026Q1: 908 shares; 2026Q2: 850 shares 850 $86.5K <0.01% -58 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; 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; 2026Q2: 6,900 shares 6,900 $86.4K <0.01% +3,000 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; 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; 2026Q2: 3,119 shares 3,119 $86.3K <0.01% -5 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; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 18 shares; 2025Q2: 300 shares; 2025Q3: 434 shares; 2025Q4: 145 shares; 2026Q1: 65 shares; 2026Q2: 76 shares 76 $86.1K <0.01% +11 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: not reported; 2025Q3: 2,418 shares; 2025Q4: 2,279 shares; 2026Q1: 1,878 shares; 2026Q2: 1,444 shares 1,444 $86K <0.01% -434 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,126 shares 1,126 $85.6K <0.01% -56 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; 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; 2026Q2: 2,313 shares 2,313 $85.6K <0.01% 0 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; 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; 2026Q2: 1,855 shares 1,855 $85.3K <0.01% +468 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; 2024Q3: restricted; 2024Q4: 933 shares; 2025Q1: 938 shares; 2025Q2: 1,355 shares; 2025Q3: 1,908 shares; 2025Q4: 1,909 shares; 2026Q1: 1,953 shares; 2026Q2: 1,958 shares 1,958 $84.8K <0.01% +5 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 418 shares; 2025Q1: 420 shares; 2025Q2: 422 shares; 2025Q3: 414 shares; 2025Q4: 9 shares; 2026Q1: 823 shares; 2026Q2: 292 shares 292 $84.5K <0.01% -531 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 2 shares; 2025Q2: 116 shares; 2025Q3: 323 shares; 2025Q4: 6 shares; 2026Q1: 7 shares; 2026Q2: 203 shares 203 $84.4K <0.01% +196 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; 2024Q3: restricted; 2024Q4: 1,106 shares; 2025Q1: 717 shares; 2025Q2: 265 shares; 2025Q3: 365 shares; 2025Q4: 1,392 shares; 2026Q1: 1,022 shares; 2026Q2: 1,041 shares 1,041 $84.1K <0.01% +19 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,295 shares; 2026Q1: 11,222 shares; 2026Q2: 11,546 shares 11,546 $83.8K <0.01% +324 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,932 shares 2,932 $83.8K <0.01% new Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,077 shares 2,077 $83.6K <0.01% +650 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: 323 shares; 2025Q2: 315 shares; 2025Q3: 723 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 1,581 shares 1,581 $82.8K <0.01% +1,008 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,001 shares; 2025Q1: 3,225 shares; 2025Q2: 4,490 shares; 2025Q3: 8,071 shares; 2025Q4: 4,401 shares; 2026Q1: 4,701 shares; 2026Q2: 2,351 shares 2,351 $82.6K <0.01% -2,350 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; 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; 2026Q2: 1,697 shares 1,697 $82.6K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 554 shares; 2025Q1: 374 shares; 2025Q2: 664 shares; 2025Q3: 1,140 shares; 2025Q4: 1,231 shares; 2026Q1: 338 shares; 2026Q2: 336 shares 336 $82.4K <0.01% -2 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 3,357 shares; 2025Q4: 2,969 shares; 2026Q1: 2,728 shares; 2026Q2: 3,276 shares 3,276 $82.4K <0.01% +548 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $82.2K <0.01% new 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; 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; 2026Q2: 2,053 shares 2,053 $82.2K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,645 shares; 2025Q1: 1,662 shares; 2025Q2: 61,064 shares; 2025Q3: 64,960 shares; 2025Q4: 75,499 shares; 2026Q1: 86,935 shares; 2026Q2: 1,583 shares 1,583 $82.1K <0.01% -85,352 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; 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; 2026Q2: 2,042 shares 2,042 $82K <0.01% 0 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; 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; 2026Q2: 3,500 shares 3,500 $81.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 633 shares; 2026Q2: 917 shares 917 $81.3K <0.01% +284 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 183 shares; 2025Q2: 161 shares; 2025Q3: 206 shares; 2025Q4: 204 shares; 2026Q1: 205 shares; 2026Q2: 686 shares 686 $81.1K <0.01% +481 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; 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; 2026Q2: 2,553 shares 2,553 $81K <0.01% -60 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,565 shares 5,565 $81K <0.01% +800 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,246 shares 9,246 $80.9K <0.01% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 37 shares; 2025Q3: 230 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 1,066 shares 1,066 $80.3K <0.01% +1,023 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,971 shares; 2025Q3: 2,924 shares; 2025Q4: 1,559 shares; 2026Q1: 25,554 shares; 2026Q2: 3,139 shares 3,139 $79.8K <0.01% -22,415 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; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 188 shares; 2025Q2: 15 shares; 2025Q3: 315 shares; 2025Q4: 15 shares; 2026Q1: 626 shares; 2026Q2: 747 shares 747 $79.7K <0.01% +121 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; 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; 2026Q2: 3,720 shares 3,720 $78.9K <0.01% -34 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,333 shares 1,333 $78.7K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 371 shares; 2025Q2: 1,170 shares; 2025Q3: 898 shares; 2025Q4: 308 shares; 2026Q1: 248 shares; 2026Q2: 301 shares 301 $78.6K <0.01% +53 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; 2024Q3: restricted; 2024Q4: 554 shares; 2025Q1: 939 shares; 2025Q2: 880 shares; 2025Q3: 632 shares; 2025Q4: 618 shares; 2026Q1: 604 shares; 2026Q2: 534 shares 534 $78K <0.01% -70 Timeline FRHC FREEDOM HOLDING CORP More: the full row for FREEDOM HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 598 shares 598 $78K <0.01% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 107 shares; 2025Q2: 194 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 442 shares; 2026Q2: 261 shares 261 $78K <0.01% -181 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; 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; 2026Q2: 1,442 shares 1,442 $77.7K <0.01% 0 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; 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; 2026Q2: 5,573 shares 5,573 $77.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,949 shares; 2025Q1: 102 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 327 shares; 2026Q2: 530 shares 530 $77.3K <0.01% +203 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; 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; 2026Q2: 1,903 shares 1,903 $77.2K <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; 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; 2026Q2: 998 shares 998 $77K <0.01% +30 Timeline LKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,835 shares 1,835 $77K <0.01% -109 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,755 shares; 2025Q4: 3,269 shares; 2026Q1: 2,634 shares; 2026Q2: 2,212 shares 2,212 $76.9K <0.01% -422 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; 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; 2026Q2: 4,838 shares 4,838 $76.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares; 2026Q1: 1,377 shares; 2026Q2: 1,436 shares 1,436 $76.9K <0.01% +59 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; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 902 shares; 2025Q4: 843 shares; 2026Q1: 1,000 shares; 2026Q2: 1,536 shares 1,536 $76.6K <0.01% +536 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 163 shares; 2025Q2: 197 shares; 2025Q3: 192 shares; 2025Q4: 212 shares; 2026Q1: 246 shares; 2026Q2: 254 shares 254 $76.5K <0.01% +8 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; 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; 2026Q2: 1,122 shares 1,122 $76.5K <0.01% +2 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 13,300 shares; 2025Q2: 12,000 shares; 2025Q3: 15,040 shares; 2025Q4: 2,000 shares; 2026Q1: not reported; 2026Q2: 5,201 shares 5,201 $76.5K <0.01% new 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; 2024Q3: restricted; 2024Q4: 1,862 shares; 2025Q1: 1,095 shares; 2025Q2: 1,109 shares; 2025Q3: 1,025 shares; 2025Q4: 878 shares; 2026Q1: 911 shares; 2026Q2: 937 shares 937 $76K <0.01% +26 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: not reported; 2026Q2: 300 shares 300 $75.9K <0.01% new 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; 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; 2026Q2: 4,278 shares 4,278 $75.9K <0.01% +719 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; 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; 2026Q2: 1,047 shares 1,047 $75.7K <0.01% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,946 shares; 2026Q1: 3,569 shares; 2026Q2: 1,946 shares 1,946 $75.5K <0.01% -1,623 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; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 328 shares; 2025Q2: 241 shares; 2025Q3: 346 shares; 2025Q4: 333 shares; 2026Q1: 1,637 shares; 2026Q2: 1,493 shares 1,493 $75.3K <0.01% -144 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,465 shares 1,465 $75K <0.01% new Timeline EAOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,385 shares 2,385 $75K <0.01% +166 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 13 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $74.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $74.5K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 170 shares; 2025Q2: not reported; 2025Q3: 4,225 shares; 2025Q4: 5,856 shares; 2026Q1: 1,632 shares; 2026Q2: 8,292 shares 8,292 $74K <0.01% +6,660 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; 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; 2026Q2: 2,161 shares 2,161 $73.8K <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; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $73.8K <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; 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; 2026Q2: 1,232 shares 1,232 $73.6K <0.01% +178 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 172 shares; 2025Q3: 356 shares; 2025Q4: 388 shares; 2026Q1: 391 shares; 2026Q2: 1,543 shares 1,543 $73.4K <0.01% +1,152 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; 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; 2026Q2: 1,168 shares 1,168 $73.3K <0.01% +90 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,064 shares; 2025Q1: 1,082 shares; 2025Q2: 1,882 shares; 2025Q3: 2,833 shares; 2025Q4: 1,831 shares; 2026Q1: 1,092 shares; 2026Q2: 501 shares 501 $73.3K <0.01% -591 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 500 shares; 2025Q2: 0 shares; 2025Q3: 96,988 shares; 2025Q4: 98,838 shares; 2026Q1: 2,087 shares; 2026Q2: 1,233 shares 1,233 $73.2K <0.01% -854 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,467 shares; 2026Q2: 3,481 shares 3,481 $72.5K <0.01% -4,986 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; 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; 2026Q2: 1,711 shares 1,711 $72.4K <0.01% +396 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; 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; 2026Q2: 1,061 shares 1,061 $72.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares; 2026Q2: 1,873 shares 1,873 $72.3K <0.01% 0 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; 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; 2026Q2: 7,150 shares 7,150 $72.2K <0.01% 0 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; 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; 2026Q2: 1,392 shares 1,392 $72.2K <0.01% -3 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; 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; 2026Q2: 13,240 shares 13,240 $72.2K <0.01% 0 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 727 shares; 2026Q2: 812 shares 812 $72K <0.01% +85 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; 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; 2026Q2: 3,500 shares 3,500 $72K <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; 2024Q3: restricted; 2024Q4: 3,593 shares; 2025Q1: 2,119 shares; 2025Q2: 1,064 shares; 2025Q3: 1,014 shares; 2025Q4: 919 shares; 2026Q1: 758 shares; 2026Q2: 715 shares 715 $71.6K <0.01% -43 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; 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; 2026Q2: 6,592 shares 6,592 $71.5K <0.01% -518 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; 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; 2026Q2: 1,626 shares 1,626 $71.2K <0.01% +3 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; 2024Q3: restricted; 2024Q4: 233 shares; 2025Q1: 248 shares; 2025Q2: 245 shares; 2025Q3: 238 shares; 2025Q4: 236 shares; 2026Q1: 237 shares; 2026Q2: 254 shares 254 $71.1K <0.01% +17 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 560 shares; 2025Q1: 554 shares; 2025Q2: 530 shares; 2025Q3: 613 shares; 2025Q4: 610 shares; 2026Q1: 616 shares; 2026Q2: 622 shares 622 $70.3K <0.01% +6 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 234 shares; 2025Q1: 159 shares; 2025Q2: 209 shares; 2025Q3: 262 shares; 2025Q4: 376 shares; 2026Q1: 506 shares; 2026Q2: 1,088 shares 1,088 $69.8K <0.01% +582 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,954 shares; 2026Q2: 2,723 shares 2,723 $69.7K <0.01% +769 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,040 shares; 2025Q1: 1,437 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 1,000 shares 1,000 $69.6K <0.01% +100 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; 2024Q3: restricted; 2024Q4: 233 shares; 2025Q1: 247 shares; 2025Q2: 869 shares; 2025Q3: 882 shares; 2025Q4: 900 shares; 2026Q1: 904 shares; 2026Q2: 910 shares 910 $69.4K <0.01% +6 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 1,251 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,526 shares; 2026Q2: 866 shares 866 $69.3K <0.01% -660 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; 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; 2026Q2: 2,263 shares 2,263 $69.2K <0.01% +19 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 587 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 1 shares; 2026Q2: 91 shares 91 $69K <0.01% +90 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,001 shares 1,001 $68.5K <0.01% -39 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 441 shares; 2025Q1: 436 shares; 2025Q2: 437 shares; 2025Q3: 368 shares; 2025Q4: 357 shares; 2026Q1: 344 shares; 2026Q2: 342 shares 342 $68.3K <0.01% -2 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; 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; 2026Q2: 10,750 shares 10,750 $68.2K <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; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 2,606 shares; 2025Q2: 653 shares; 2025Q3: 781 shares; 2025Q4: 1,101 shares; 2026Q1: 1,102 shares; 2026Q2: 1,530 shares 1,530 $68.1K <0.01% +428 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; 2024Q3: restricted; 2024Q4: 1,134 shares; 2025Q1: 920 shares; 2025Q2: 919 shares; 2025Q3: 946 shares; 2025Q4: 2,114 shares; 2026Q1: 2,210 shares; 2026Q2: 2,868 shares 2,868 $67.7K <0.01% +658 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 436 shares; 2025Q1: 477 shares; 2025Q2: 546 shares; 2025Q3: 670 shares; 2025Q4: 593 shares; 2026Q1: 564 shares; 2026Q2: 462 shares 462 $67.1K <0.01% -102 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,163 shares 1,163 $67K <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; 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; 2026Q2: 15,918 shares 15,918 $67K <0.01% +268 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 56 shares; 2025Q2: 30 shares; 2025Q3: 26 shares; 2025Q4: 6 shares; 2026Q1: 18 shares; 2026Q2: 64 shares 64 $66.8K <0.01% +46 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; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 217 shares; 2025Q2: 213 shares; 2025Q3: 218 shares; 2025Q4: 215 shares; 2026Q1: 218 shares; 2026Q2: 224 shares 224 $66.3K <0.01% +6 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; 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; 2026Q2: 2,969 shares 2,969 $66.2K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: 107 shares; 2025Q3: 432 shares; 2025Q4: 858 shares; 2026Q1: 13 shares; 2026Q2: 197 shares 197 $66.2K <0.01% +184 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; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 667 shares; 2025Q2: 410 shares; 2025Q3: 438 shares; 2025Q4: 849 shares; 2026Q1: 1,120 shares; 2026Q2: 1,338 shares 1,338 $65.9K <0.01% +218 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; 2024Q3: restricted; 2024Q4: 570 shares; 2025Q1: 324 shares; 2025Q2: 141 shares; 2025Q3: 153 shares; 2025Q4: 138 shares; 2026Q1: 204 shares; 2026Q2: 158 shares 158 $65.8K <0.01% -46 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,075 shares; 2026Q2: 1,660 shares 1,660 $65.6K <0.01% -415 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,893 shares; 2025Q1: 436 shares; 2025Q2: 423 shares; 2025Q3: 498 shares; 2025Q4: 198 shares; 2026Q1: 656 shares; 2026Q2: 1,968 shares 1,968 $65.5K <0.01% +1,312 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 34 shares; 2025Q2: 233 shares; 2025Q3: 1,100 shares; 2025Q4: not reported; 2026Q1: 179 shares; 2026Q2: 1,853 shares 1,853 $65.5K <0.01% +1,674 Timeline QQQY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,720 shares 2,720 $65.4K <0.01% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,291 shares 1,291 $65K <0.01% -199 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,502 shares; 2025Q1: 279 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 7,949 shares; 2026Q1: 9,813 shares; 2026Q2: 2,046 shares 2,046 $65K <0.01% -7,767 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 531 shares; 2025Q1: 552 shares; 2025Q2: 531 shares; 2025Q3: 568 shares; 2025Q4: 211 shares; 2026Q1: 206 shares; 2026Q2: 204 shares 204 $65K <0.01% -2 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; 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; 2026Q2: 1,257 shares 1,257 $64.8K <0.01% +8 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; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 96 shares; 2025Q2: 1,150 shares; 2025Q3: 14,815 shares; 2025Q4: 19,106 shares; 2026Q1: 6,935 shares; 2026Q2: 13,706 shares 13,706 $64.8K <0.01% +6,771 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 4,210 shares; 2025Q3: 4,210 shares; 2025Q4: 4,210 shares; 2026Q1: 4,222 shares; 2026Q2: 4,262 shares 4,262 $64.6K <0.01% +40 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $64.4K <0.01% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,229 shares 1,229 $64.4K <0.01% -602 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 566 shares; 2025Q2: 684 shares; 2025Q3: 1,179 shares; 2025Q4: 1,726 shares; 2026Q1: 1,858 shares; 2026Q2: 2,359 shares 2,359 $64.3K <0.01% +501 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; 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; 2026Q2: 1,285 shares 1,285 $64.2K <0.01% 0 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; 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; 2026Q2: 1,384 shares 1,384 $63.9K <0.01% -141 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 163 shares; 2025Q2: 126 shares; 2025Q3: 793 shares; 2025Q4: 492 shares; 2026Q1: 476 shares; 2026Q2: 461 shares 461 $63.7K <0.01% -15 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; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 346 shares; 2026Q2: 346 shares 346 $63.6K <0.01% 0 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; 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; 2026Q2: 6,764 shares 6,764 $63.5K <0.01% +4 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 134 shares; 2025Q2: 69 shares; 2025Q3: 68 shares; 2025Q4: 105 shares; 2026Q1: 91 shares; 2026Q2: 159 shares 159 $63.2K <0.01% +68 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 155 shares; 2025Q2: 97 shares; 2025Q3: 93 shares; 2025Q4: 294 shares; 2026Q1: 519 shares; 2026Q2: 1,371 shares 1,371 $63.1K <0.01% +852 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,967 shares 3,967 $63K <0.01% +58 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 801 shares; 2025Q1: 765 shares; 2025Q2: 829 shares; 2025Q3: 873 shares; 2025Q4: 880 shares; 2026Q1: 877 shares; 2026Q2: 859 shares 859 $62.9K <0.01% -18 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 186 shares; 2025Q2: 202 shares; 2025Q3: 203 shares; 2025Q4: 224 shares; 2026Q1: 228 shares; 2026Q2: 553 shares 553 $62.9K <0.01% +325 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $62.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 690 shares; 2025Q3: 611 shares; 2025Q4: 852 shares; 2026Q1: 611 shares; 2026Q2: 663 shares 663 $62.8K <0.01% +52 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 9 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 2,155 shares; 2026Q2: 2,798 shares 2,798 $62.5K <0.01% +643 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; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 661 shares; 2025Q2: 857 shares; 2025Q3: 915 shares; 2025Q4: 826 shares; 2026Q1: 754 shares; 2026Q2: 911 shares 911 $62.4K <0.01% +157 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,897 shares; 2025Q1: 190 shares; 2025Q2: 6,360 shares; 2025Q3: 5,390 shares; 2025Q4: 680 shares; 2026Q1: 380 shares; 2026Q2: 540 shares 540 $62.3K <0.01% +160 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,009 shares; 2025Q1: 661 shares; 2025Q2: 458 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares; 2026Q2: 751 shares 751 $62.1K <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; 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; 2026Q2: 4,734 shares 4,734 $61.8K <0.01% +33 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; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 150 shares; 2025Q2: 160 shares; 2025Q3: 153 shares; 2025Q4: 210 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $61.7K <0.01% 0 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; 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; 2026Q2: 3,837 shares 3,837 $61.5K <0.01% -1,729 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 348 shares; 2025Q2: 347 shares; 2025Q3: 380 shares; 2025Q4: 821 shares; 2026Q1: 318 shares; 2026Q2: 300 shares 300 $61.5K <0.01% -18 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,044 shares; 2025Q1: 945 shares; 2025Q2: 992 shares; 2025Q3: 817 shares; 2025Q4: 405 shares; 2026Q1: 428 shares; 2026Q2: 429 shares 429 $61.4K <0.01% +1 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,339 shares 1,339 $61.3K <0.01% -127 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; 2024Q3: restricted; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares; 2026Q2: 732 shares 732 $61.2K <0.01% +3 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 2,357 shares; 2026Q1: 600 shares; 2026Q2: 2,600 shares 2,600 $61.2K <0.01% +2,000 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,491 shares 5,491 $61.2K <0.01% new 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; 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; 2026Q2: 2,700 shares 2,700 $61.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares; 2026Q2: 1,875 shares 1,875 $61.1K <0.01% +225 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 387 shares; 2026Q2: 1,088 shares 1,088 $61K <0.01% +701 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; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 1,788 shares; 2025Q3: 510 shares; 2025Q4: 186 shares; 2026Q1: 202 shares; 2026Q2: 216 shares 216 $60.9K <0.01% +14 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 444 shares; 2026Q1: 1,189 shares; 2026Q2: 1,737 shares 1,737 $60.8K <0.01% +548 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; 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; 2026Q2: 1,080 shares 1,080 $60.8K <0.01% 0 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; 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; 2026Q2: 3,910 shares 3,910 $60.6K <0.01% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 556 shares 556 $60.4K <0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 594 shares; 2025Q1: 394 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 260 shares; 2026Q2: 337 shares 337 $60.2K <0.01% +77 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 600 shares; 2025Q4: 500 shares; 2026Q1: 600 shares; 2026Q2: 4,150 shares 4,150 $60.2K <0.01% +3,550 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,595 shares; 2026Q2: 1,100 shares 1,100 $60.1K <0.01% -495 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; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 778 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 728 shares 728 $59.9K <0.01% -18 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares; 2026Q2: 2,022 shares 2,022 $59.8K <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; 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; 2026Q2: 3,214 shares 3,214 $59.6K <0.01% +10 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; 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; 2026Q2: 2,420 shares 2,420 $59.6K <0.01% +19 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,214 shares 1,214 $59.5K <0.01% +134 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,059 shares 1,059 $59.2K <0.01% +44 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 184 shares; 2025Q2: 289 shares; 2025Q3: 465 shares; 2025Q4: 435 shares; 2026Q1: 445 shares; 2026Q2: 358 shares 358 $59.1K <0.01% -87 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 294 shares; 2025Q3: 316 shares; 2025Q4: 743 shares; 2026Q1: 259 shares; 2026Q2: 1,019 shares 1,019 $59K <0.01% +760 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; 2024Q3: restricted; 2024Q4: 874 shares; 2025Q1: 370 shares; 2025Q2: 369 shares; 2025Q3: 370 shares; 2025Q4: 378 shares; 2026Q1: 363 shares; 2026Q2: 363 shares 363 $59K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares; 2026Q2: 1,233 shares 1,233 $58.8K <0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 355 shares; 2025Q1: 349 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $58.4K <0.01% new 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; 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; 2026Q2: 4,275 shares 4,275 $58.4K <0.01% 0 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 486 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 1,118 shares 1,118 $58.3K <0.01% +1,071 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 5 shares; 2025Q2: 2 shares; 2025Q3: 4 shares; 2025Q4: 12 shares; 2026Q1: 13 shares; 2026Q2: 175 shares 175 $58.3K <0.01% +162 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; 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; 2026Q2: 7,025 shares 7,025 $58.1K <0.01% +2,000 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; 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; 2026Q2: 844 shares 844 $58K <0.01% -313 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares; 2026Q2: 1,733 shares 1,733 $57.4K <0.01% 0 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,257 shares 1,257 $57.1K <0.01% -242 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; 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; 2026Q2: 2,138 shares 2,138 $57K <0.01% +157 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; 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; 2026Q2: 2,500 shares 2,500 $56.9K <0.01% +500 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 44,450 shares; 2025Q4: 33,782 shares; 2026Q1: 802 shares; 2026Q2: 832 shares 832 $56.7K <0.01% +30 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; 2024Q3: restricted; 2024Q4: 881 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 495 shares; 2026Q2: 510 shares 510 $56.7K <0.01% +15 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; 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; 2026Q2: 1,210 shares 1,210 $56.7K <0.01% -22 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; 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; 2026Q2: 1,211 shares 1,211 $56.5K <0.01% -39 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 10,552 shares; 2026Q2: 1,750 shares 1,750 $56.2K <0.01% -8,802 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; 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; 2026Q2: 1,255 shares 1,255 $56.1K <0.01% -34 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; 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; 2026Q2: 30,000 shares 30,000 $56.1K <0.01% 0 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; 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; 2026Q2: 1,179 shares 1,179 $55.9K <0.01% -34 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; 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; 2026Q2: 1,107 shares 1,107 $55.9K <0.01% -29 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; 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; 2026Q2: 6,145 shares 6,145 $55.9K <0.01% +1,560 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,322 shares 1,322 $55.8K <0.01% +2 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; 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; 2026Q2: 11,180 shares 11,180 $55.8K <0.01% +380 Timeline IBAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 406 shares; 2026Q2: 1,238 shares 1,238 $55.8K <0.01% +832 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; 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; 2026Q2: 1,225 shares 1,225 $55.8K <0.01% -37 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 336 shares; 2025Q2: 279 shares; 2025Q3: 44 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 331 shares 331 $55.6K <0.01% +330 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; 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; 2026Q2: 1,173 shares 1,173 $55.3K <0.01% -39 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; 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; 2026Q2: 1,118 shares 1,118 $55.1K <0.01% -31 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; 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; 2026Q2: 1,072 shares 1,072 $55K <0.01% -24 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,403 shares; 2025Q1: 665 shares; 2025Q2: 944 shares; 2025Q3: 1,422 shares; 2025Q4: 2,147 shares; 2026Q1: 2,157 shares; 2026Q2: 2,500 shares 2,500 $54.9K <0.01% +343 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,493 shares; 2026Q2: 2,493 shares 2,493 $54.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,107 shares; 2025Q2: 1,248 shares; 2025Q3: 960 shares; 2025Q4: 917 shares; 2026Q1: 1,110 shares; 2026Q2: 1,085 shares 1,085 $54.4K <0.01% -25 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 66 shares; 2025Q2: 17 shares; 2025Q3: 118 shares; 2025Q4: 131 shares; 2026Q1: 119 shares; 2026Q2: 138 shares 138 $54.4K <0.01% +19 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169 shares; 2025Q4: 441 shares; 2026Q1: 1,397 shares; 2026Q2: 1,194 shares 1,194 $54.4K <0.01% -203 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 640 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 328 shares; 2025Q4: 329 shares; 2026Q1: 328 shares; 2026Q2: 1,899 shares 1,899 $54.3K <0.01% +1,571 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; 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; 2026Q2: 842 shares 842 $54K <0.01% -457 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; 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; 2026Q2: 5,000 shares 5,000 $53.9K <0.01% +1,400 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,249 shares 2,249 $53.8K <0.01% -5 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 529 shares 529 $53.7K <0.01% +269 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; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 899 shares; 2025Q4: 5,077 shares; 2026Q1: 2,111 shares; 2026Q2: 2,272 shares 2,272 $53.7K <0.01% +161 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $53.5K <0.01% new 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; 2024Q3: restricted; 2024Q4: 29,608 shares; 2025Q1: 717 shares; 2025Q2: 746 shares; 2025Q3: 586 shares; 2025Q4: 606 shares; 2026Q1: 599 shares; 2026Q2: 599 shares 599 $53.1K <0.01% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 3 shares; 2025Q3: 4,697 shares; 2025Q4: 4,367 shares; 2026Q1: not reported; 2026Q2: 400 shares 400 $53.1K <0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 497 shares; 2025Q2: 387 shares; 2025Q3: 382 shares; 2025Q4: 613 shares; 2026Q1: 612 shares; 2026Q2: 614 shares 614 $53K <0.01% +2 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; 2024Q3: restricted; 2024Q4: 848 shares; 2025Q1: 958 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 773 shares; 2026Q1: 773 shares; 2026Q2: 773 shares 773 $53K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 377 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares; 2026Q2: 3,548 shares 3,548 $52.9K <0.01% +183 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; 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; 2026Q2: 2,472 shares 2,472 $52.9K <0.01% +57 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; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,146 shares; 2025Q4: 844 shares; 2026Q1: 844 shares; 2026Q2: 844 shares 844 $52.9K <0.01% 0 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; 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; 2026Q2: 1,245 shares 1,245 $52.8K <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; 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; 2026Q2: 1,740 shares 1,740 $52.6K <0.01% 0 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; 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; 2026Q2: 1,453 shares 1,453 $52.6K <0.01% 0 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 266 shares 266 $52K <0.01% +16 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares; 2026Q2: 1,194 shares 1,194 $51.8K <0.01% -160 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; 2024Q3: restricted; 2024Q4: 1,656 shares; 2025Q1: 1,229 shares; 2025Q2: 1,066 shares; 2025Q3: 1,020 shares; 2025Q4: 976 shares; 2026Q1: 911 shares; 2026Q2: 1,037 shares 1,037 $51.6K <0.01% +126 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 190 shares; 2026Q1: 16 shares; 2026Q2: 628 shares 628 $51.5K <0.01% +612 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,186 shares; 2025Q1: 1,388 shares; 2025Q2: 1,394 shares; 2025Q3: 1,400 shares; 2025Q4: 1,407 shares; 2026Q1: 1,412 shares; 2026Q2: 1,415 shares 1,415 $51.3K <0.01% +3 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,916 shares; 2026Q2: 2,916 shares 2,916 $51.2K <0.01% 0 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; 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; 2026Q2: 2,290 shares 2,290 $51.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 184 shares; 2025Q2: 188 shares; 2025Q3: 151 shares; 2025Q4: 153 shares; 2026Q1: 133 shares; 2026Q2: 174 shares 174 $51.1K <0.01% +41 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; 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; 2026Q2: 1,540 shares 1,540 $51.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 294 shares; 2026Q1: 790 shares; 2026Q2: 1,117 shares 1,117 $51.1K <0.01% +327 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,586 shares; 2026Q2: 1,552 shares 1,552 $50.9K <0.01% -34 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; 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; 2026Q2: 1,287 shares 1,287 $50.9K <0.01% +41 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,541 shares; 2025Q1: 14,369 shares; 2025Q2: 22,079 shares; 2025Q3: 29,897 shares; 2025Q4: 2,251 shares; 2026Q1: 1,601 shares; 2026Q2: 3,651 shares 3,651 $50.7K <0.01% +2,050 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; 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; 2026Q2: 5,000 shares 5,000 $50.6K <0.01% -4,419 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; 2024Q3: restricted; 2024Q4: 927 shares; 2025Q1: 713 shares; 2025Q2: 601 shares; 2025Q3: 557 shares; 2025Q4: 476 shares; 2026Q1: 655 shares; 2026Q2: 721 shares 721 $50.6K <0.01% +66 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; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 866 shares; 2026Q2: 866 shares 866 $50.5K <0.01% 0 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; 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; 2026Q2: 2,086 shares 2,086 $50.4K <0.01% +32 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; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 810 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 710 shares 710 $50.3K <0.01% +10 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; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 270 shares; 2025Q2: 621 shares; 2025Q3: 605 shares; 2025Q4: 449 shares; 2026Q1: 626 shares; 2026Q2: 775 shares 775 $50.3K <0.01% +149 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; 2024Q3: restricted; 2024Q4: 716 shares; 2025Q1: 743 shares; 2025Q2: 691 shares; 2025Q3: 677 shares; 2025Q4: 675 shares; 2026Q1: 668 shares; 2026Q2: 698 shares 698 $50K <0.01% +30 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; 2024Q3: restricted; 2024Q4: 228 shares; 2025Q1: 244 shares; 2025Q2: 258 shares; 2025Q3: 368 shares; 2025Q4: 242 shares; 2026Q1: 240 shares; 2026Q2: 280 shares 280 $49.6K <0.01% +40 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,709 shares; 2025Q1: 40,223 shares; 2025Q2: 42,890 shares; 2025Q3: 47,944 shares; 2025Q4: 59,061 shares; 2026Q1: 67,858 shares; 2026Q2: 553 shares 553 $49.4K <0.01% -67,305 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; 2024Q3: restricted; 2024Q4: 1,401 shares; 2025Q1: 1,374 shares; 2025Q2: 23,161 shares; 2025Q3: 27,533 shares; 2025Q4: 459 shares; 2026Q1: 377 shares; 2026Q2: 374 shares 374 $49.2K <0.01% -3 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 998 shares; 2026Q2: 998 shares 998 $49.1K <0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 463 shares; 2026Q2: 876 shares 876 $49.1K <0.01% +413 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 560 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 595 shares 595 $49K <0.01% +147 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; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 184 shares; 2025Q2: 195 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 167 shares 167 $48.8K <0.01% +4 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; 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; 2026Q2: 2,705 shares 2,705 $48.4K <0.01% +245 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; 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; 2026Q2: 8,665 shares 8,665 $48.4K <0.01% -1,875 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; 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; 2026Q2: 1,599 shares 1,599 $48.3K <0.01% +18 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 9 shares; 2025Q2: 18 shares; 2025Q3: 17 shares; 2025Q4: 19 shares; 2026Q1: 37 shares; 2026Q2: 72 shares 72 $48K <0.01% +35 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,539 shares; 2025Q4: 2,539 shares; 2026Q1: 2,539 shares; 2026Q2: 2,539 shares 2,539 $47.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,159 shares; 2026Q2: 1,724 shares 1,724 $47.7K <0.01% +565 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; 2024Q3: restricted; 2024Q4: 270 shares; 2025Q1: 247 shares; 2025Q2: 245 shares; 2025Q3: 242 shares; 2025Q4: 237 shares; 2026Q1: 497 shares; 2026Q2: 497 shares 497 $47.7K <0.01% 0 Timeline EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000 $47.7K <0.01% new 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; 2024Q3: restricted; 2024Q4: 489 shares; 2025Q1: 474 shares; 2025Q2: 461 shares; 2025Q3: 482 shares; 2025Q4: 485 shares; 2026Q1: 499 shares; 2026Q2: 518 shares 518 $47.5K <0.01% +19 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; 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; 2026Q2: 1,201 shares 1,201 $47.5K <0.01% -138 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; 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; 2026Q2: 7,345 shares 7,345 $47.5K <0.01% -30 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,645 shares; 2025Q1: 2,567 shares; 2025Q2: 4,151 shares; 2025Q3: 6,967 shares; 2025Q4: 14,314 shares; 2026Q1: 2,784 shares; 2026Q2: 299 shares 299 $47.5K <0.01% -2,485 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; 2024Q3: restricted; 2024Q4: 339 shares; 2025Q1: 182 shares; 2025Q2: 165 shares; 2025Q3: 189 shares; 2025Q4: 219 shares; 2026Q1: 221 shares; 2026Q2: 219 shares 219 $47.4K <0.01% -2 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; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 985 shares; 2026Q1: 489 shares; 2026Q2: 372 shares 372 $47.4K <0.01% -117 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; 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; 2026Q2: 1,674 shares 1,674 $47.3K <0.01% 0 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; 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; 2026Q2: 1,074 shares 1,074 $47.3K <0.01% +25 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; 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; 2026Q2: 3,830 shares 3,830 $47.1K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 571 shares; 2026Q1: 571 shares; 2026Q2: 611 shares 611 $46.5K <0.01% +40 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; 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; 2026Q2: 1,829 shares 1,829 $46.5K <0.01% 0 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; 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; 2026Q2: 4,294 shares 4,294 $46.3K <0.01% +42 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 482 shares 482 $46.3K <0.01% +2 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 332 shares; 2026Q2: 847 shares 847 $46.3K <0.01% +515 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,651 shares; 2025Q4: 8,562 shares; 2026Q1: 4,658 shares; 2026Q2: 4,686 shares 4,686 $46.2K <0.01% +28 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 67 shares; 2025Q2: 374 shares; 2025Q3: 344 shares; 2025Q4: 584 shares; 2026Q1: 532 shares; 2026Q2: 570 shares 570 $46.2K <0.01% +38 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 327 shares; 2025Q2: 188 shares; 2025Q3: 183 shares; 2025Q4: 223 shares; 2026Q1: 204 shares; 2026Q2: 163 shares 163 $46.1K <0.01% -41 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; 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; 2026Q2: 1,073 shares 1,073 $46.1K <0.01% -9 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; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 94 shares; 2025Q2: 23 shares; 2025Q3: 25 shares; 2025Q4: 17 shares; 2026Q1: 141 shares; 2026Q2: 85 shares 85 $46.1K <0.01% -56 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; 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; 2026Q2: 3,805 shares 3,805 $46K <0.01% -54 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 815 shares; 2025Q2: 790 shares; 2025Q3: 1,006 shares; 2025Q4: 777 shares; 2026Q1: 653 shares; 2026Q2: 569 shares 569 $46K <0.01% -84 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,982 shares 1,982 $46K <0.01% +35 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,972 shares; 2025Q1: 955 shares; 2025Q2: 13,077 shares; 2025Q3: 488 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 449 shares 449 $45.9K <0.01% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 654 shares; 2025Q1: 671 shares; 2025Q2: 649 shares; 2025Q3: 656 shares; 2025Q4: 669 shares; 2026Q1: 700 shares; 2026Q2: 900 shares 900 $45.9K <0.01% +200 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; 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; 2026Q2: 1,764 shares 1,764 $45.9K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares; 2026Q2: 588 shares 588 $45.7K <0.01% -8 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,877 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares; 2026Q2: 2,146 shares 2,146 $45.7K <0.01% +501 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; 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; 2026Q2: 937 shares 937 $45.5K <0.01% -1,113 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 710 shares; 2025Q2: 655 shares; 2025Q3: 738 shares; 2025Q4: 734 shares; 2026Q1: 710 shares; 2026Q2: 575 shares 575 $45.3K <0.01% -135 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; 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; 2026Q2: 3,584 shares 3,584 $45.3K <0.01% -80 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 46 shares; 2025Q3: 25 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 391 shares 391 $45.2K <0.01% +337 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $45K <0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 553 shares; 2026Q2: 621 shares 621 $45K <0.01% +68 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 343 shares; 2025Q1: 133 shares; 2025Q2: 296 shares; 2025Q3: 171 shares; 2025Q4: 132 shares; 2026Q1: 61 shares; 2026Q2: 131 shares 131 $44.3K <0.01% +70 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; 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; 2026Q2: 1,401 shares 1,401 $44K <0.01% -399 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 561 shares; 2025Q2: 410 shares; 2025Q3: 512 shares; 2025Q4: 245 shares; 2026Q1: 258 shares; 2026Q2: 502 shares 502 $44K <0.01% +244 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; 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; 2026Q2: 1,076 shares 1,076 $44K <0.01% -303 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; 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; 2026Q2: 3,469 shares 3,469 $43.9K <0.01% +11 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; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 288 shares; 2025Q2: 301 shares; 2025Q3: 255 shares; 2025Q4: 266 shares; 2026Q1: 243 shares; 2026Q2: 263 shares 263 $43.8K <0.01% +20 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; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 59 shares; 2025Q2: 968 shares; 2025Q3: 656 shares; 2025Q4: 72 shares; 2026Q1: 75 shares; 2026Q2: 83 shares 83 $43.7K <0.01% +8 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 983 shares 983 $43.7K <0.01% -1 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; 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; 2026Q2: 2,980 shares 2,980 $43.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 227 shares; 2025Q2: 195 shares; 2025Q3: 397 shares; 2025Q4: 404 shares; 2026Q1: 405 shares; 2026Q2: 407 shares 407 $43.5K <0.01% +2 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; 2024Q3: restricted; 2024Q4: 1,781 shares; 2025Q1: 373 shares; 2025Q2: 703 shares; 2025Q3: 966 shares; 2025Q4: 2,820 shares; 2026Q1: 1,233 shares; 2026Q2: 1,255 shares 1,255 $43.5K <0.01% +22 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; 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; 2026Q2: 3,423 shares 3,423 $43.4K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,820 shares; 2025Q3: 11,820 shares; 2025Q4: 12,586 shares; 2026Q1: 12,820 shares; 2026Q2: 11,820 shares 11,820 $43.4K <0.01% -1,000 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63,474 shares; 2025Q1: 68,985 shares; 2025Q2: 889 shares; 2025Q3: 544 shares; 2025Q4: 526 shares; 2026Q1: 519 shares; 2026Q2: 519 shares 519 $43.4K <0.01% 0 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; 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; 2026Q2: 1,416 shares 1,416 $43.1K <0.01% 0 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 643 shares 643 $42.8K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 647 shares; 2025Q2: 240 shares; 2025Q3: 281 shares; 2025Q4: 622 shares; 2026Q1: 746 shares; 2026Q2: 461 shares 461 $42.7K <0.01% -285 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95 shares; 2026Q2: 843 shares 843 $42.7K <0.01% +748 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; 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; 2026Q2: 1,186 shares 1,186 $42.7K <0.01% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 212 shares; 2025Q3: 245 shares; 2025Q4: 209 shares; 2026Q1: 169 shares; 2026Q2: 150 shares 150 $42.5K <0.01% -19 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; 2024Q3: restricted; 2024Q4: 959 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 959 shares; 2026Q1: 959 shares; 2026Q2: 989 shares 989 $42.2K <0.01% +30 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 999 shares; 2026Q2: 999 shares 999 $42.2K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $42.2K <0.01% 0 Timeline ROOT ROOT INC More: the full row for ROOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $41.9K <0.01% new 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; 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; 2026Q2: 1,352 shares 1,352 $41.8K <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; 2024Q3: restricted; 2024Q4: 418 shares; 2025Q1: 405 shares; 2025Q2: 237 shares; 2025Q3: 156 shares; 2025Q4: 251 shares; 2026Q1: 199 shares; 2026Q2: 207 shares 207 $41.7K <0.01% +8 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,615 shares; 2025Q1: 6,019 shares; 2025Q2: 9,100 shares; 2025Q3: 5,850 shares; 2025Q4: 1,450 shares; 2026Q1: 1,200 shares; 2026Q2: 1,700 shares 1,700 $41.6K <0.01% +500 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 433 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 26 shares; 2026Q1: 28 shares; 2026Q2: 534 shares 534 $41.5K <0.01% +506 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 757 shares; 2025Q1: 1,110 shares; 2025Q2: 1,029 shares; 2025Q3: 1,027 shares; 2025Q4: 591 shares; 2026Q1: 614 shares; 2026Q2: 613 shares 613 $41.3K <0.01% -1 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; 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; 2026Q2: 1,045 shares 1,045 $41.2K <0.01% -433 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,900 shares; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,842 shares; 2026Q1: 2,842 shares; 2026Q2: 4,242 shares 4,242 $41.1K <0.01% +1,400 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $41.1K <0.01% new 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; 2024Q3: restricted; 2024Q4: 27,654 shares; 2025Q1: 1,657 shares; 2025Q2: 1,588 shares; 2025Q3: 1,609 shares; 2025Q4: 320 shares; 2026Q1: 322 shares; 2026Q2: 324 shares 324 $41K <0.01% +2 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $41K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,522 shares; 2025Q1: 798 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 662 shares 662 $40.9K <0.01% -10 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; 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; 2026Q2: 3,276 shares 3,276 $40.8K <0.01% +443 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; 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; 2026Q2: 5,385 shares 5,385 $40.5K <0.01% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,242 shares; 2025Q1: 2,671 shares; 2025Q2: 568 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 2,255 shares 2,255 $40.4K <0.01% +387 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; 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; 2026Q2: 1,329 shares 1,329 $40.1K <0.01% -196 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; 2024Q3: restricted; 2024Q4: 321 shares; 2025Q1: 368 shares; 2025Q2: 994 shares; 2025Q3: 324 shares; 2025Q4: 349 shares; 2026Q1: 490 shares; 2026Q2: 568 shares 568 $40.1K <0.01% +78 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 585 shares 585 $40K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 719 shares 719 $40K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 456 shares; 2025Q1: 467 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 568 shares; 2026Q2: 373 shares 373 $39.9K <0.01% -195 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 756 shares; 2026Q2: 604 shares 604 $39.8K <0.01% -152 Timeline ERH ALLSPRING UTILITIES AND HIGH More: the full row for ALLSPRING UTILITIES AND HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,290 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares; 2026Q2: 3,290 shares 3,290 $39.8K <0.01% +1,000 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; 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; 2026Q2: 5,895 shares 5,895 $39.7K <0.01% 0 Timeline