FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,819 shares; 2024Q4: 11,319 shares; 2025Q1: 11,319 shares; 2025Q2: 11,069 shares; 2025Q3: 10,120 shares; 2025Q4: not reported; 2026Q1: 96,375 shares 96,375 $785K <0.01% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,826 shares; 2024Q4: 43,332 shares; 2025Q1: 36,637 shares; 2025Q2: 36,637 shares; 2025Q3: 36,637 shares; 2025Q4: 40,827 shares; 2026Q1: 39,227 shares 39,227 $783K <0.01% -1,600 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 19,628 shares; 2025Q1: 20,098 shares; 2025Q2: 23,227 shares; 2025Q3: 24,357 shares; 2025Q4: 28,343 shares; 2026Q1: 28,790 shares 28,790 $781K <0.01% +447 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 815 shares; 2025Q1: 801 shares; 2025Q2: 793 shares; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: 792 shares 792 $776K <0.01% +18 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,998 shares; 2025Q2: 14,463 shares; 2025Q3: 22,639 shares; 2025Q4: 22,065 shares; 2026Q1: 22,489 shares 22,489 $776K <0.01% +424 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,558 shares; 2025Q1: 6,298 shares; 2025Q2: 6,242 shares; 2025Q3: 6,252 shares; 2025Q4: 5,822 shares; 2026Q1: 5,913 shares 5,913 $774K <0.01% +91 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,434 shares; 2024Q4: 65,549 shares; 2025Q1: 63,527 shares; 2025Q2: 77,228 shares; 2025Q3: 88,015 shares; 2025Q4: 85,496 shares; 2026Q1: 85,315 shares 85,315 $771K <0.01% -181 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,971 shares; 2024Q4: 9,905 shares; 2025Q1: 40,227 shares; 2025Q2: 36,185 shares; 2025Q3: 27,504 shares; 2025Q4: 32,982 shares; 2026Q1: 34,046 shares 34,046 $771K <0.01% +1,064 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,749 shares; 2024Q4: 19,873 shares; 2025Q1: 20,956 shares; 2025Q2: 26,671 shares; 2025Q3: 29,485 shares; 2025Q4: 40,592 shares; 2026Q1: 37,736 shares 37,736 $770K <0.01% -2,856 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,556 shares; 2024Q4: 69,633 shares; 2025Q1: 73,944 shares; 2025Q2: 76,153 shares; 2025Q3: 76,382 shares; 2025Q4: 82,831 shares; 2026Q1: 87,674 shares 87,674 $770K <0.01% +4,843 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 13,666 shares; 2025Q1: 14,414 shares; 2025Q2: 14,660 shares; 2025Q3: 14,446 shares; 2025Q4: 14,050 shares; 2026Q1: 13,980 shares 13,980 $768K <0.01% -70 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,835 shares; 2025Q3: 31,591 shares; 2025Q4: 34,091 shares; 2026Q1: 41,593 shares 41,593 $763K <0.01% +7,502 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,310 shares; 2025Q1: 11,535 shares; 2025Q2: 17,875 shares; 2025Q3: 18,580 shares; 2025Q4: 22,295 shares; 2026Q1: 25,580 shares 25,580 $763K <0.01% +3,285 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 552 shares; 2025Q4: not reported; 2026Q1: 2,373 shares 2,373 $758K <0.01% new Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 8,357 shares; 2025Q1: 12,436 shares; 2025Q2: 15,340 shares; 2025Q3: 15,243 shares; 2025Q4: 19,452 shares; 2026Q1: 20,781 shares 20,781 $755K <0.01% +1,329 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,332 shares; 2025Q4: 3,551 shares; 2026Q1: 5,343 shares 5,343 $754K <0.01% +1,792 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,627 shares; 2024Q4: 5,094 shares; 2025Q1: 5,460 shares; 2025Q2: 11,633 shares; 2025Q3: 11,328 shares; 2025Q4: 10,590 shares; 2026Q1: 9,851 shares 9,851 $754K <0.01% -739 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,049 shares; 2024Q4: 159,654 shares; 2025Q1: 154,649 shares; 2025Q2: 136,541 shares; 2025Q3: 128,724 shares; 2025Q4: 50,676 shares; 2026Q1: 50,085 shares 50,085 $752K <0.01% -591 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 15,463 shares; 2025Q1: 15,504 shares; 2025Q2: 15,504 shares; 2025Q3: 15,660 shares; 2025Q4: 15,608 shares; 2026Q1: 15,820 shares 15,820 $752K <0.01% +212 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,861 shares; 2025Q4: 1,455 shares; 2026Q1: 1,070 shares 1,070 $752K <0.01% -385 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,720 shares; 2025Q1: 5,655 shares; 2025Q2: 5,655 shares; 2025Q3: 5,655 shares; 2025Q4: 5,655 shares; 2026Q1: 5,585 shares 5,585 $752K <0.01% -70 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,584 shares; 2025Q1: 2,584 shares; 2025Q2: 2,584 shares; 2025Q3: 2,584 shares; 2025Q4: 2,584 shares; 2026Q1: 2,584 shares 2,584 $750K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,037 shares; 2024Q4: 4,944 shares; 2025Q1: 4,676 shares; 2025Q2: 4,793 shares; 2025Q3: 4,871 shares; 2025Q4: 4,941 shares; 2026Q1: 5,129 shares 5,129 $750K <0.01% +188 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,707 shares; 2024Q4: 31,384 shares; 2025Q1: 31,076 shares; 2025Q2: 31,384 shares; 2025Q3: 41,584 shares; 2025Q4: 43,891 shares; 2026Q1: 44,548 shares 44,548 $748K <0.01% +657 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,266 shares; 2024Q4: 19,842 shares; 2025Q1: 16,388 shares; 2025Q2: 32,104 shares; 2025Q3: 14,967 shares; 2025Q4: 14,520 shares; 2026Q1: 14,547 shares 14,547 $747K <0.01% +27 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,115 shares; 2024Q4: 42,465 shares; 2025Q1: 44,892 shares; 2025Q2: 42,465 shares; 2025Q3: 75,277 shares; 2025Q4: 71,316 shares; 2026Q1: 71,357 shares 71,357 $745K <0.01% +41 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,915 shares; 2025Q1: 7,803 shares; 2025Q2: 7,676 shares; 2025Q3: 7,706 shares; 2025Q4: 7,183 shares; 2026Q1: 7,265 shares 7,265 $743K <0.01% +82 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,525 shares; 2025Q3: 6,060 shares; 2025Q4: 7,860 shares; 2026Q1: 13,486 shares 13,486 $739K <0.01% +5,626 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,172 shares; 2024Q4: 12,108 shares; 2025Q1: 12,043 shares; 2025Q2: 11,379 shares; 2025Q3: 11,182 shares; 2025Q4: 11,315 shares; 2026Q1: 10,872 shares 10,872 $735K <0.01% -443 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares; 2025Q4: 4,970 shares; 2026Q1: 4,922 shares 4,922 $735K <0.01% -48 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 7,147 shares; 2025Q1: 6,433 shares; 2025Q2: 6,436 shares; 2025Q3: 7,703 shares; 2025Q4: 7,384 shares; 2026Q1: 7,345 shares 7,345 $734K <0.01% -39 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,120 shares; 2025Q4: 16,650 shares; 2026Q1: 17,391 shares 17,391 $727K <0.01% +741 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,668 shares; 2025Q4: 9,198 shares; 2026Q1: 13,413 shares 13,413 $724K <0.01% +4,215 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,261 shares; 2024Q4: 15,891 shares; 2025Q1: 15,891 shares; 2025Q2: 12,561 shares; 2025Q3: 18,086 shares; 2025Q4: 22,791 shares; 2026Q1: 60,791 shares 60,791 $723K <0.01% +38,000 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,086 shares; 2025Q1: 8,214 shares; 2025Q2: 8,525 shares; 2025Q3: 8,775 shares; 2025Q4: 9,800 shares; 2026Q1: 11,162 shares 11,162 $723K <0.01% +1,362 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,600 shares; 2025Q4: 96,600 shares; 2026Q1: 126,600 shares 126,600 $719K <0.01% +30,000 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,676 shares; 2025Q1: 6,927 shares; 2025Q2: 6,338 shares; 2025Q3: 6,806 shares; 2025Q4: 7,099 shares; 2026Q1: 7,648 shares 7,648 $718K <0.01% +549 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 2,383 shares; 2025Q1: 2,348 shares; 2025Q2: 5,913 shares; 2025Q3: 2,712 shares; 2025Q4: 2,507 shares; 2026Q1: 2,607 shares 2,607 $718K <0.01% +100 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,512 shares; 2024Q4: 26,090 shares; 2025Q1: 23,068 shares; 2025Q2: 8,083 shares; 2025Q3: 7,048 shares; 2025Q4: 7,306 shares; 2026Q1: 7,263 shares 7,263 $716K <0.01% -43 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,193 shares; 2024Q4: 13,178 shares; 2025Q1: 12,865 shares; 2025Q2: 15,493 shares; 2025Q3: 16,500 shares; 2025Q4: 18,554 shares; 2026Q1: 21,124 shares 21,124 $715K <0.01% +2,570 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; 2024Q2: restricted; 2024Q3: 27,453 shares; 2024Q4: 24,698 shares; 2025Q1: 24,649 shares; 2025Q2: 23,210 shares; 2025Q3: 21,468 shares; 2025Q4: 20,782 shares; 2026Q1: 20,021 shares 20,021 $711K <0.01% -761 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,081 shares; 2025Q1: 5,015 shares; 2025Q2: 3,843 shares; 2025Q3: 3,839 shares; 2025Q4: 4,263 shares; 2026Q1: 4,294 shares 4,294 $709K <0.01% +31 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,875 shares; 2025Q4: 9,442 shares; 2026Q1: 25,449 shares 25,449 $709K <0.01% +16,007 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 8,724 shares; 2025Q1: 10,369 shares; 2025Q2: 22,421 shares; 2025Q3: 28,084 shares; 2025Q4: 26,613 shares; 2026Q1: 21,322 shares 21,322 $708K <0.01% -5,291 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,940 shares; 2025Q1: 2,857 shares; 2025Q2: 2,892 shares; 2025Q3: 2,930 shares; 2025Q4: 3,430 shares; 2026Q1: 3,266 shares 3,266 $707K <0.01% -164 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 621 shares; 2025Q1: 641 shares; 2025Q2: 651 shares; 2025Q3: 665 shares; 2025Q4: 666 shares; 2026Q1: 662 shares 662 $707K <0.01% -4 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,407 shares; 2024Q4: 45,551 shares; 2025Q1: 45,816 shares; 2025Q2: 42,632 shares; 2025Q3: 34,106 shares; 2025Q4: 16,365 shares; 2026Q1: 17,182 shares 17,182 $706K <0.01% +817 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,162 shares; 2026Q1: 7,207 shares 7,207 $702K <0.01% +45 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,922 shares; 2026Q1: 9,163 shares 9,163 $698K <0.01% -2,759 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,768 shares; 2025Q1: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares; 2026Q1: 2,786 shares 2,786 $698K <0.01% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 3,400 shares 3,400 $697K <0.01% +1,810 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,149 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,951 shares; 2025Q4: 1,946 shares; 2026Q1: 1,930 shares 1,930 $693K <0.01% -16 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,463 shares; 2024Q4: 21,663 shares; 2025Q1: 20,288 shares; 2025Q2: 17,143 shares; 2025Q3: 14,703 shares; 2025Q4: 14,429 shares; 2026Q1: 17,683 shares 17,683 $692K <0.01% +3,254 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 3,480 shares; 2025Q1: 3,326 shares; 2025Q2: 3,252 shares; 2025Q3: 3,042 shares; 2025Q4: 3,267 shares; 2026Q1: 3,217 shares 3,217 $690K <0.01% -50 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 4,335 shares; 2025Q1: 2,586 shares; 2025Q2: 2,576 shares; 2025Q3: 2,911 shares; 2025Q4: 3,413 shares; 2026Q1: 3,486 shares 3,486 $688K <0.01% +73 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,233 shares; 2025Q1: 7,233 shares; 2025Q2: 7,233 shares; 2025Q3: 7,233 shares; 2025Q4: 7,333 shares; 2026Q1: 7,333 shares 7,333 $685K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,709 shares; 2024Q4: 6,681 shares; 2025Q1: 2,313 shares; 2025Q2: not reported; 2025Q3: 2,081 shares; 2025Q4: 1,870 shares; 2026Q1: 4,127 shares 4,127 $685K <0.01% +2,257 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,354 shares; 2025Q2: 4,126 shares; 2025Q3: 4,158 shares; 2025Q4: 4,572 shares; 2026Q1: 5,320 shares 5,320 $679K <0.01% +748 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,363 shares; 2025Q1: 6,295 shares; 2025Q2: 6,146 shares; 2025Q3: 6,491 shares; 2025Q4: 8,079 shares; 2026Q1: 8,383 shares 8,383 $679K <0.01% +304 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,768 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 5,004 shares; 2026Q1: 5,150 shares 5,150 $675K <0.01% +146 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,479 shares; 2025Q1: 14,354 shares; 2025Q2: 18,354 shares; 2025Q3: 27,229 shares; 2025Q4: 27,229 shares; 2026Q1: 27,229 shares 27,229 $675K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 5,394 shares; 2025Q1: 5,345 shares; 2025Q2: 5,014 shares; 2025Q3: 5,162 shares; 2025Q4: 5,851 shares; 2026Q1: 10,933 shares 10,933 $674K <0.01% +5,082 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,289 shares; 2024Q4: 31,773 shares; 2025Q1: 25,074 shares; 2025Q2: 27,033 shares; 2025Q3: 28,303 shares; 2025Q4: 29,121 shares; 2026Q1: 28,429 shares 28,429 $671K <0.01% -692 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,881 shares 21,881 $669K <0.01% new Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,112 shares; 2025Q4: 48,324 shares; 2026Q1: 43,202 shares 43,202 $666K <0.01% -5,122 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,554 shares; 2024Q4: 30,624 shares; 2025Q1: 30,624 shares; 2025Q2: 31,124 shares; 2025Q3: 32,124 shares; 2025Q4: 32,124 shares; 2026Q1: 32,124 shares 32,124 $657K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,404 shares; 2024Q4: 32,350 shares; 2025Q1: 9,460 shares; 2025Q2: 8,591 shares; 2025Q3: 6,982 shares; 2025Q4: 5,666 shares; 2026Q1: 6,807 shares 6,807 $657K <0.01% +1,141 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,970 shares; 2025Q4: 62,429 shares; 2026Q1: 66,788 shares 66,788 $653K <0.01% +4,359 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,970 shares; 2026Q1: 13,045 shares 13,045 $648K <0.01% +8,075 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,743 shares; 2026Q1: 27,458 shares 27,458 $647K <0.01% -1,285 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,562 shares; 2025Q1: 5,343 shares; 2025Q2: 5,343 shares; 2025Q3: 5,343 shares; 2025Q4: 5,343 shares; 2026Q1: 8,014 shares 8,014 $646K <0.01% +2,671 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 12,103 shares; 2025Q1: 11,870 shares; 2025Q2: 13,952 shares; 2025Q3: 14,549 shares; 2025Q4: 13,480 shares; 2026Q1: 12,890 shares 12,890 $646K <0.01% -590 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,536 shares; 2025Q2: 75,045 shares; 2025Q3: 31,487 shares; 2025Q4: not reported; 2026Q1: 29,900 shares 29,900 $642K <0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,198 shares; 2024Q4: 15,794 shares; 2025Q1: 16,097 shares; 2025Q2: 16,212 shares; 2025Q3: 16,522 shares; 2025Q4: 4,131 shares; 2026Q1: 3,792 shares 3,792 $641K <0.01% -339 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,660 shares; 2024Q4: 41,179 shares; 2025Q1: 40,525 shares; 2025Q2: 36,540 shares; 2025Q3: 38,006 shares; 2025Q4: 37,556 shares; 2026Q1: 33,317 shares 33,317 $636K <0.01% -4,239 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,969 shares; 2024Q4: 44,213 shares; 2025Q1: 7,905 shares; 2025Q2: 6,504 shares; 2025Q3: 5,515 shares; 2025Q4: 6,445 shares; 2026Q1: 7,210 shares 7,210 $636K <0.01% +765 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,887 shares; 2024Q4: 25,271 shares; 2025Q1: 26,251 shares; 2025Q2: 29,433 shares; 2025Q3: 31,659 shares; 2025Q4: 27,986 shares; 2026Q1: 28,439 shares 28,439 $635K <0.01% +453 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,779 shares; 2025Q1: 2,394 shares; 2025Q2: 2,177 shares; 2025Q3: 3,377 shares; 2025Q4: 4,110 shares; 2026Q1: 4,234 shares 4,234 $633K <0.01% +124 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,774 shares; 2025Q1: 3,754 shares; 2025Q2: 3,774 shares; 2025Q3: 3,774 shares; 2025Q4: 3,768 shares; 2026Q1: 3,568 shares 3,568 $631K <0.01% -200 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,228 shares; 2025Q1: 2,327 shares; 2025Q2: 2,238 shares; 2025Q3: 2,233 shares; 2025Q4: 2,248 shares; 2026Q1: 1,950 shares 1,950 $629K <0.01% -298 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 5,651 shares; 2025Q1: 4,636 shares; 2025Q2: 4,163 shares; 2025Q3: 4,145 shares; 2025Q4: 11,943 shares; 2026Q1: 5,302 shares 5,302 $628K <0.01% -6,641 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,412 shares; 2024Q4: 8,413 shares; 2025Q1: 8,295 shares; 2025Q2: 8,296 shares; 2025Q3: 8,297 shares; 2025Q4: 8,451 shares; 2026Q1: 8,469 shares 8,469 $626K <0.01% +18 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,983 shares; 2025Q4: 69,372 shares; 2026Q1: 69,372 shares 69,372 $626K <0.01% 0 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,838 shares; 2025Q3: 18,197 shares; 2025Q4: 26,124 shares; 2026Q1: 27,599 shares 27,599 $624K <0.01% +1,475 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,705 shares 7,705 $621K <0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,192 shares; 2025Q1: 7,192 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares; 2026Q1: 7,192 shares 7,192 $619K <0.01% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,490 shares 59,490 $619K <0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,201 shares; 2025Q1: 3,949 shares; 2025Q2: 4,124 shares; 2025Q3: 4,184 shares; 2025Q4: 3,945 shares; 2026Q1: 3,921 shares 3,921 $617K <0.01% -24 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 4,471 shares; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 3,930 shares; 2025Q4: 4,071 shares; 2026Q1: 8,479 shares 8,479 $614K <0.01% +4,408 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,511 shares; 2026Q1: 13,137 shares 13,137 $613K <0.01% +7,626 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 8,629 shares; 2025Q1: 8,938 shares; 2025Q2: 9,408 shares; 2025Q3: 10,080 shares; 2025Q4: 10,629 shares; 2026Q1: 12,205 shares 12,205 $610K <0.01% +1,576 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares 1,122 $609K <0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 304 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 323 shares 323 $609K <0.01% 0 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 15,958 shares; 2025Q1: 17,611 shares; 2025Q2: 17,682 shares; 2025Q3: 17,880 shares; 2025Q4: 17,535 shares; 2026Q1: 13,497 shares 13,497 $608K <0.01% -4,038 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 26,400 shares; 2025Q4: 26,400 shares; 2026Q1: 26,400 shares 26,400 $604K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 7,166 shares; 2025Q1: 6,778 shares; 2025Q2: 6,683 shares; 2025Q3: 6,273 shares; 2025Q4: 11,424 shares; 2026Q1: 11,139 shares 11,139 $600K <0.01% -285 Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,776 shares; 2024Q4: 9,221 shares; 2025Q1: 11,500 shares; 2025Q2: 12,130 shares; 2025Q3: 13,276 shares; 2025Q4: 13,320 shares; 2026Q1: 13,290 shares 13,290 $600K <0.01% -30 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,150 shares; 2026Q1: 2,446 shares 2,446 $599K <0.01% +1,296 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,793 shares; 2024Q4: 12,000 shares; 2025Q1: 12,206 shares; 2025Q2: 21,613 shares; 2025Q3: 30,003 shares; 2025Q4: 29,411 shares; 2026Q1: 29,270 shares 29,270 $596K <0.01% -141 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 373 shares; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 568 shares; 2025Q4: 554 shares; 2026Q1: 545 shares 545 $596K <0.01% -9 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,104 shares; 2024Q4: 17,728 shares; 2025Q1: 15,285 shares; 2025Q2: 15,285 shares; 2025Q3: 15,285 shares; 2025Q4: 15,145 shares; 2026Q1: 15,092 shares 15,092 $595K <0.01% -53 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,561 shares 23,561 $595K <0.01% new Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,958 shares; 2025Q1: 6,161 shares; 2025Q2: 6,384 shares; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares; 2026Q1: 6,767 shares 6,767 $594K <0.01% +898 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,552 shares; 2024Q4: 11,011 shares; 2025Q1: 16,377 shares; 2025Q2: 8,430 shares; 2025Q3: 8,356 shares; 2025Q4: 8,704 shares; 2026Q1: 8,918 shares 8,918 $593K <0.01% +214 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,478 shares; 2024Q4: 10,460 shares; 2025Q1: 10,580 shares; 2025Q2: 10,465 shares; 2025Q3: 10,548 shares; 2025Q4: 10,930 shares; 2026Q1: 10,844 shares 10,844 $592K <0.01% -86 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,846 shares; 2025Q1: 1,909 shares; 2025Q2: 1,697 shares; 2025Q3: 1,802 shares; 2025Q4: 1,817 shares; 2026Q1: 1,876 shares 1,876 $589K <0.01% +59 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,446 shares; 2025Q3: 2,447 shares; 2025Q4: 2,952 shares; 2026Q1: 3,003 shares 3,003 $589K <0.01% +51 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,455 shares; 2024Q4: 10,164 shares; 2025Q1: 12,723 shares; 2025Q2: 13,447 shares; 2025Q3: 14,385 shares; 2025Q4: 14,450 shares; 2026Q1: 14,427 shares 14,427 $589K <0.01% -23 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,334 shares 26,334 $586K <0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 8,168 shares; 2025Q1: 5,726 shares; 2025Q2: 5,111 shares; 2025Q3: 5,222 shares; 2025Q4: 5,027 shares; 2026Q1: 4,277 shares 4,277 $584K <0.01% -750 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,618 shares; 2024Q4: 8,633 shares; 2025Q1: 8,607 shares; 2025Q2: 8,230 shares; 2025Q3: 8,741 shares; 2025Q4: 8,092 shares; 2026Q1: 8,114 shares 8,114 $582K <0.01% +22 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares; 2026Q1: 7,265 shares 7,265 $582K <0.01% +3,350 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,429 shares; 2024Q4: 12,324 shares; 2025Q1: 11,531 shares; 2025Q2: 11,956 shares; 2025Q3: 12,637 shares; 2025Q4: 13,300 shares; 2026Q1: 13,337 shares 13,337 $581K <0.01% +37 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 2,720 shares; 2025Q1: 2,767 shares; 2025Q2: 2,777 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares; 2026Q1: 2,783 shares 2,783 $580K <0.01% -90 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,926 shares; 2024Q4: 19,673 shares; 2025Q1: 9,007 shares; 2025Q2: 8,132 shares; 2025Q3: 7,881 shares; 2025Q4: 7,778 shares; 2026Q1: 7,922 shares 7,922 $579K <0.01% +144 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 10,419 shares; 2025Q1: 9,863 shares; 2025Q2: 8,999 shares; 2025Q3: 8,404 shares; 2025Q4: 8,745 shares; 2026Q1: 8,759 shares 8,759 $578K <0.01% +14 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,713 shares; 2024Q4: 13,855 shares; 2025Q1: 15,034 shares; 2025Q2: 14,760 shares; 2025Q3: 14,769 shares; 2025Q4: 15,194 shares; 2026Q1: 14,328 shares 14,328 $577K <0.01% -866 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,913 shares; 2024Q4: 11,798 shares; 2025Q1: 13,383 shares; 2025Q2: 13,383 shares; 2025Q3: 13,204 shares; 2025Q4: 12,666 shares; 2026Q1: 12,646 shares 12,646 $577K <0.01% -20 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 7,530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,999 shares; 2026Q1: 3,359 shares 3,359 $576K <0.01% +1,360 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 9,827 shares; 2025Q1: 12,547 shares; 2025Q2: 13,292 shares; 2025Q3: 14,607 shares; 2025Q4: 14,567 shares; 2026Q1: 14,522 shares 14,522 $572K <0.01% -45 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,833 shares; 2024Q4: 7,370 shares; 2025Q1: 4,368 shares; 2025Q2: 4,439 shares; 2025Q3: 4,620 shares; 2025Q4: 4,451 shares; 2026Q1: 4,477 shares 4,477 $570K <0.01% +26 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,110 shares; 2024Q4: 15,693 shares; 2025Q1: 15,774 shares; 2025Q2: 12,379 shares; 2025Q3: 12,202 shares; 2025Q4: 10,754 shares; 2026Q1: 10,758 shares 10,758 $568K <0.01% +4 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 803 shares; 2025Q1: 933 shares; 2025Q2: 1,025 shares; 2025Q3: 1,029 shares; 2025Q4: 1,123 shares; 2026Q1: 1,053 shares 1,053 $568K <0.01% -70 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,538 shares; 2025Q2: 20,590 shares; 2025Q3: 23,317 shares; 2025Q4: 29,399 shares; 2026Q1: 38,410 shares 38,410 $565K <0.01% +9,011 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 3,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,404 shares; 2025Q4: 2,388 shares; 2026Q1: 5,982 shares 5,982 $563K <0.01% +3,594 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,086 shares; 2025Q1: 2,937 shares; 2025Q2: 2,933 shares; 2025Q3: 2,922 shares; 2025Q4: 3,477 shares; 2026Q1: 3,477 shares 3,477 $563K <0.01% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 5,508 shares; 2025Q1: 5,484 shares; 2025Q2: 5,493 shares; 2025Q3: 6,261 shares; 2025Q4: 7,246 shares; 2026Q1: 7,509 shares 7,509 $561K <0.01% +263 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 6,222 shares; 2025Q1: 4,867 shares; 2025Q2: 4,337 shares; 2025Q3: 4,137 shares; 2025Q4: 4,072 shares; 2026Q1: 6,082 shares 6,082 $560K <0.01% +2,010 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,402 shares; 2024Q4: 27,829 shares; 2025Q1: 23,026 shares; 2025Q2: 22,694 shares; 2025Q3: 26,010 shares; 2025Q4: 26,138 shares; 2026Q1: 26,471 shares 26,471 $560K <0.01% +333 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,547 shares; 2025Q2: 11,187 shares; 2025Q3: 12,224 shares; 2025Q4: 12,269 shares; 2026Q1: 12,369 shares 12,369 $560K <0.01% +100 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 2,740 shares; 2025Q1: 2,682 shares; 2025Q2: 2,571 shares; 2025Q3: 2,468 shares; 2025Q4: 2,775 shares; 2026Q1: 2,825 shares 2,825 $560K <0.01% +50 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,192 shares; 2026Q1: 21,143 shares 21,143 $559K <0.01% +6,951 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,024 shares; 2025Q4: 26,971 shares; 2026Q1: 26,975 shares 26,975 $557K <0.01% +4 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3,396 shares; 2025Q1: 3,702 shares; 2025Q2: 3,735 shares; 2025Q3: 3,464 shares; 2025Q4: 3,464 shares; 2026Q1: 3,464 shares 3,464 $555K <0.01% 0 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,341 shares; 2024Q4: 76,706 shares; 2025Q1: 74,975 shares; 2025Q2: 65,473 shares; 2025Q3: 64,986 shares; 2025Q4: 64,175 shares; 2026Q1: 58,286 shares 58,286 $554K <0.01% -5,889 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 9,345 shares; 2025Q1: 12,183 shares; 2025Q2: 9,622 shares; 2025Q3: 9,223 shares; 2025Q4: 9,210 shares; 2026Q1: 9,159 shares 9,159 $553K <0.01% -51 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,969 shares; 2024Q4: 5,635 shares; 2025Q1: 2,827 shares; 2025Q2: 2,930 shares; 2025Q3: 3,072 shares; 2025Q4: 3,759 shares; 2026Q1: 3,496 shares 3,496 $553K <0.01% -263 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,144 shares; 2024Q4: 23,835 shares; 2025Q1: 25,152 shares; 2025Q2: 21,511 shares; 2025Q3: 21,850 shares; 2025Q4: 21,850 shares; 2026Q1: 21,850 shares 21,850 $551K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 29,985 shares; 2024Q4: 31,350 shares; 2025Q1: 31,495 shares; 2025Q2: 9,825 shares; 2025Q3: 10,675 shares; 2025Q4: 10,975 shares; 2026Q1: 11,550 shares 11,550 $551K <0.01% +575 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 17,355 shares; 2025Q1: 17,355 shares; 2025Q2: 17,355 shares; 2025Q3: 17,091 shares; 2025Q4: 17,091 shares; 2026Q1: 17,091 shares 17,091 $550K <0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,396 shares; 2025Q1: 49,449 shares; 2025Q2: 20,770 shares; 2025Q3: 21,660 shares; 2025Q4: 21,669 shares; 2026Q1: 12,084 shares 12,084 $549K <0.01% -9,585 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,128 shares; 2024Q4: 11,878 shares; 2025Q1: 12,203 shares; 2025Q2: 12,866 shares; 2025Q3: 13,006 shares; 2025Q4: 12,696 shares; 2026Q1: 13,180 shares 13,180 $548K <0.01% +484 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,814 shares; 2026Q1: 21,643 shares 21,643 $548K <0.01% -1,171 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 5,909 shares; 2025Q1: 5,909 shares; 2025Q2: 5,795 shares; 2025Q3: 5,795 shares; 2025Q4: 5,795 shares; 2026Q1: 5,795 shares 5,795 $548K <0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,544 shares; 2024Q4: 11,757 shares; 2025Q1: 11,606 shares; 2025Q2: 12,317 shares; 2025Q3: 12,317 shares; 2025Q4: 12,236 shares; 2026Q1: 12,018 shares 12,018 $547K <0.01% -218 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,742 shares; 2024Q4: 30,165 shares; 2025Q1: 30,945 shares; 2025Q2: 49,685 shares; 2025Q3: 221,085 shares; 2025Q4: 185,917 shares; 2026Q1: 34,347 shares 34,347 $546K <0.01% -151,570 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,084 shares; 2024Q4: 38,038 shares; 2025Q1: 40,488 shares; 2025Q2: 40,088 shares; 2025Q3: 40,288 shares; 2025Q4: 40,488 shares; 2026Q1: 40,200 shares 40,200 $546K <0.01% -288 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,781 shares; 2025Q2: 6,691 shares; 2025Q3: 7,908 shares; 2025Q4: 8,321 shares; 2026Q1: 9,221 shares 9,221 $541K <0.01% +900 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,685 shares; 2025Q1: 3,755 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares; 2025Q4: 3,682 shares; 2026Q1: 3,783 shares 3,783 $539K <0.01% +101 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,439 shares; 2024Q4: 82,774 shares; 2025Q1: 65,453 shares; 2025Q2: 66,205 shares; 2025Q3: 67,026 shares; 2025Q4: 64,622 shares; 2026Q1: 69,574 shares 69,574 $536K <0.01% +4,952 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 2,034 shares; 2025Q4: 2,289 shares; 2026Q1: 2,720 shares 2,720 $533K <0.01% +431 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,682 shares; 2024Q4: 18,682 shares; 2025Q1: 6,582 shares; 2025Q2: 6,582 shares; 2025Q3: 6,582 shares; 2025Q4: 6,582 shares; 2026Q1: 8,182 shares 8,182 $532K <0.01% +1,600 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 4,554 shares; 2025Q1: 4,642 shares; 2025Q2: 4,783 shares; 2025Q3: 4,925 shares; 2025Q4: 5,499 shares; 2026Q1: 4,510 shares 4,510 $531K <0.01% -989 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 7,267 shares; 2025Q1: 9,474 shares; 2025Q2: 4,532 shares; 2025Q3: 5,280 shares; 2025Q4: 5,343 shares; 2026Q1: 4,640 shares 4,640 $529K <0.01% -703 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,197 shares; 2025Q3: 4,202 shares; 2025Q4: 5,522 shares; 2026Q1: 6,172 shares 6,172 $523K <0.01% +650 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 2,871 shares; 2025Q1: 2,711 shares; 2025Q2: 2,578 shares; 2025Q3: 2,569 shares; 2025Q4: 2,543 shares; 2026Q1: 1,921 shares 1,921 $523K <0.01% -622 Timeline EART GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,480 shares 17,480 $522K <0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,559 shares; 2024Q4: 16,759 shares; 2025Q1: 17,631 shares; 2025Q2: 17,049 shares; 2025Q3: 19,837 shares; 2025Q4: 31,485 shares; 2026Q1: 20,320 shares 20,320 $521K <0.01% -11,165 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; 2024Q2: restricted; 2024Q3: 7,762 shares; 2024Q4: 8,016 shares; 2025Q1: 7,677 shares; 2025Q2: 7,677 shares; 2025Q3: 7,677 shares; 2025Q4: 7,677 shares; 2026Q1: 7,677 shares 7,677 $519K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,318 shares; 2025Q1: 3,240 shares; 2025Q2: 2,920 shares; 2025Q3: 3,619 shares; 2025Q4: 2,751 shares; 2026Q1: 947 shares 947 $515K <0.01% -1,804 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,830 shares 8,830 $512K <0.01% new Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,400 shares; 2024Q4: 40,934 shares; 2025Q1: 40,651 shares; 2025Q2: 30,228 shares; 2025Q3: 30,184 shares; 2025Q4: 16,590 shares; 2026Q1: 16,291 shares 16,291 $512K <0.01% -299 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 2,132 shares; 2025Q4: 1,200 shares; 2026Q1: 1,277 shares 1,277 $508K <0.01% +77 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,995 shares; 2025Q2: 3,380 shares; 2025Q3: 3,380 shares; 2025Q4: 3,597 shares; 2026Q1: 3,097 shares 3,097 $508K <0.01% -500 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: not reported; 2025Q1: 1,683 shares; 2025Q2: 1,690 shares; 2025Q3: 2,293 shares; 2025Q4: 2,330 shares; 2026Q1: 2,053 shares 2,053 $507K <0.01% -277 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,564 shares; 2026Q1: 20,460 shares 20,460 $506K <0.01% +8,896 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,312 shares; 2024Q4: 22,452 shares; 2025Q1: 16,189 shares; 2025Q2: 12,224 shares; 2025Q3: 11,714 shares; 2025Q4: 12,164 shares; 2026Q1: 11,909 shares 11,909 $503K <0.01% -255 Timeline SRET GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244,240 shares; 2026Q1: 23,708 shares 23,708 $503K <0.01% -220,532 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 9,983 shares; 2025Q1: 5,077 shares; 2025Q2: 5,247 shares; 2025Q3: 4,942 shares; 2025Q4: 4,942 shares; 2026Q1: 4,577 shares 4,577 $502K <0.01% -365 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 8,700 shares; 2025Q1: 10,200 shares; 2025Q2: 10,000 shares; 2025Q3: 9,700 shares; 2025Q4: 35,600 shares; 2026Q1: 34,900 shares 34,900 $502K <0.01% -700 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,130 shares; 2024Q4: 24,195 shares; 2025Q1: 24,220 shares; 2025Q2: 24,720 shares; 2025Q3: 26,350 shares; 2025Q4: 29,458 shares; 2026Q1: 29,295 shares 29,295 $502K <0.01% -163 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4,496 shares; 2025Q1: 4,155 shares; 2025Q2: 4,560 shares; 2025Q3: 5,088 shares; 2025Q4: 5,842 shares; 2026Q1: 6,548 shares 6,548 $500K <0.01% +706 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,212 shares; 2024Q4: 53,608 shares; 2025Q1: 89,551 shares; 2025Q2: 87,557 shares; 2025Q3: 86,465 shares; 2025Q4: 111,344 shares; 2026Q1: 112,584 shares 112,584 $499K <0.01% +1,240 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,084 shares; 2025Q1: 6,712 shares; 2025Q2: 6,501 shares; 2025Q3: 6,661 shares; 2025Q4: 7,019 shares; 2026Q1: 6,865 shares 6,865 $498K <0.01% -154 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $498K <0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,797 shares; 2025Q3: 1,860 shares; 2025Q4: 1,842 shares; 2026Q1: 1,542 shares 1,542 $498K <0.01% -300 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,507 shares; 2025Q1: 2,501 shares; 2025Q2: 2,692 shares; 2025Q3: 2,601 shares; 2025Q4: 3,032 shares; 2026Q1: 4,060 shares 4,060 $496K <0.01% +1,028 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,724 shares; 2024Q4: 9,558 shares; 2025Q1: 11,701 shares; 2025Q2: 11,205 shares; 2025Q3: 10,547 shares; 2025Q4: 10,483 shares; 2026Q1: 10,894 shares 10,894 $494K <0.01% +411 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 10,301 shares; 2025Q1: 10,039 shares; 2025Q2: 11,457 shares; 2025Q3: 11,330 shares; 2025Q4: 10,902 shares; 2026Q1: 10,960 shares 10,960 $494K <0.01% +58 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; 2024Q2: restricted; 2024Q3: 27,737 shares; 2024Q4: 32,437 shares; 2025Q1: 30,946 shares; 2025Q2: 30,946 shares; 2025Q3: 30,946 shares; 2025Q4: 30,946 shares; 2026Q1: 34,228 shares 34,228 $494K <0.01% +3,282 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,683 shares; 2025Q1: not reported; 2025Q2: 6,365 shares; 2025Q3: 5,196 shares; 2025Q4: 12,244 shares; 2026Q1: 12,289 shares 12,289 $493K <0.01% +45 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,846 shares; 2024Q4: 44,676 shares; 2025Q1: 60,711 shares; 2025Q2: 13,851 shares; 2025Q3: 13,851 shares; 2025Q4: 13,851 shares; 2026Q1: 13,851 shares 13,851 $492K <0.01% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,702 shares 5,702 $491K <0.01% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,843 shares 1,843 $489K <0.01% +11 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,328 shares; 2025Q1: 3,883 shares; 2025Q2: 4,172 shares; 2025Q3: 5,474 shares; 2025Q4: 4,232 shares; 2026Q1: 5,840 shares 5,840 $484K <0.01% +1,608 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,763 shares; 2024Q4: 22,610 shares; 2025Q1: 23,131 shares; 2025Q2: 20,463 shares; 2025Q3: 19,480 shares; 2025Q4: 28,098 shares; 2026Q1: 35,554 shares 35,554 $480K <0.01% +7,456 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,021 shares; 2024Q4: 33,437 shares; 2025Q1: 33,517 shares; 2025Q2: 35,528 shares; 2025Q3: 39,046 shares; 2025Q4: 39,559 shares; 2026Q1: 39,859 shares 39,859 $480K <0.01% +300 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,951 shares; 2026Q1: 4,951 shares 4,951 $480K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 9,546 shares; 2025Q1: 10,090 shares; 2025Q2: 10,966 shares; 2025Q3: 15,568 shares; 2025Q4: 15,888 shares; 2026Q1: 16,452 shares 16,452 $478K <0.01% +564 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,011 shares; 2024Q4: 7,156 shares; 2025Q1: 6,269 shares; 2025Q2: 6,769 shares; 2025Q3: 6,769 shares; 2025Q4: 6,669 shares; 2026Q1: 6,669 shares 6,669 $478K <0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,692 shares; 2024Q4: 26,723 shares; 2025Q1: 26,168 shares; 2025Q2: 19,848 shares; 2025Q3: 11,429 shares; 2025Q4: 17,523 shares; 2026Q1: 17,368 shares 17,368 $477K <0.01% -155 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,717 shares 11,717 $477K <0.01% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,667 shares; 2025Q3: 17,295 shares; 2025Q4: 15,356 shares; 2026Q1: 14,106 shares 14,106 $476K <0.01% -1,250 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,859 shares; 2025Q4: 9,286 shares; 2026Q1: 9,286 shares 9,286 $474K <0.01% 0 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,199 shares; 2025Q4: 9,207 shares; 2026Q1: 8,993 shares 8,993 $474K <0.01% -214 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 5,887 shares; 2025Q1: 6,056 shares; 2025Q2: 6,715 shares; 2025Q3: 6,239 shares; 2025Q4: 6,167 shares; 2026Q1: 6,667 shares 6,667 $472K <0.01% +500 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,879 shares; 2025Q1: 9,212 shares; 2025Q2: 6,767 shares; 2025Q3: 5,692 shares; 2025Q4: 4,074 shares; 2026Q1: 3,999 shares 3,999 $472K <0.01% -75 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,357 shares; 2026Q1: 1,928 shares 1,928 $472K <0.01% +571 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; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 6,455 shares; 2025Q1: 9,451 shares; 2025Q2: 6,522 shares; 2025Q3: 6,691 shares; 2025Q4: 6,197 shares; 2026Q1: 6,935 shares 6,935 $471K <0.01% +738 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 2,572 shares; 2025Q1: 2,683 shares; 2025Q2: 2,934 shares; 2025Q3: 2,877 shares; 2025Q4: 2,963 shares; 2026Q1: 2,747 shares 2,747 $470K <0.01% -216 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 3,033 shares; 2026Q1: 5,099 shares 5,099 $467K <0.01% +2,066 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,510 shares; 2024Q4: 83,701 shares; 2025Q1: 90,252 shares; 2025Q2: 84,771 shares; 2025Q3: 65,849 shares; 2025Q4: 70,245 shares; 2026Q1: 20,777 shares 20,777 $467K <0.01% -49,468 Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,126 shares; 2024Q4: 14,751 shares; 2025Q1: 15,126 shares; 2025Q2: 15,126 shares; 2025Q3: 15,126 shares; 2025Q4: 15,126 shares; 2026Q1: 15,326 shares 15,326 $467K <0.01% +200 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,891 shares; 2026Q1: 36,882 shares 36,882 $466K <0.01% +1,991 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: 2,729 shares; 2025Q1: 2,610 shares; 2025Q2: 2,576 shares; 2025Q3: 3,119 shares; 2025Q4: 2,383 shares; 2026Q1: 2,216 shares 2,216 $457K <0.01% -167 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,269 shares; 2025Q3: 7,888 shares; 2025Q4: 7,788 shares; 2026Q1: 9,299 shares 9,299 $455K <0.01% +1,511 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,686 shares; 2025Q1: 5,137 shares; 2025Q2: 5,117 shares; 2025Q3: 5,027 shares; 2025Q4: 4,977 shares; 2026Q1: 4,977 shares 4,977 $453K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,414 shares; 2025Q4: 3,744 shares; 2026Q1: 4,064 shares 4,064 $445K <0.01% +320 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,447 shares; 2024Q4: 41,138 shares; 2025Q1: 41,252 shares; 2025Q2: 40,546 shares; 2025Q3: 42,098 shares; 2025Q4: 43,260 shares; 2026Q1: 43,044 shares 43,044 $445K <0.01% -216 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 10,951 shares; 2025Q1: 10,775 shares; 2025Q2: 9,895 shares; 2025Q3: 9,236 shares; 2025Q4: 8,848 shares; 2026Q1: 6,750 shares 6,750 $444K <0.01% -2,098 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,604 shares; 2024Q4: 17,315 shares; 2025Q1: 5,148 shares; 2025Q2: 5,044 shares; 2025Q3: 6,600 shares; 2025Q4: 10,084 shares; 2026Q1: 5,681 shares 5,681 $443K <0.01% -4,403 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,475 shares; 2024Q4: 69,603 shares; 2025Q1: 8,269 shares; 2025Q2: 8,261 shares; 2025Q3: 8,261 shares; 2025Q4: 8,261 shares; 2026Q1: 7,886 shares 7,886 $443K <0.01% -375 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 3,399 shares; 2025Q1: 4,113 shares; 2025Q2: 4,383 shares; 2025Q3: 4,773 shares; 2025Q4: 4,917 shares; 2026Q1: 5,287 shares 5,287 $443K <0.01% +370 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,283 shares; 2024Q4: 10,906 shares; 2025Q1: 11,207 shares; 2025Q2: 11,023 shares; 2025Q3: 8,320 shares; 2025Q4: 8,278 shares; 2026Q1: 8,279 shares 8,279 $442K <0.01% +1 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,042 shares; 2025Q1: 4,515 shares; 2025Q2: 2,492 shares; 2025Q3: 4,399 shares; 2025Q4: 4,827 shares; 2026Q1: 4,095 shares 4,095 $439K <0.01% -732 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,888 shares; 2024Q4: 9,229 shares; 2025Q1: 9,120 shares; 2025Q2: 8,037 shares; 2025Q3: 8,099 shares; 2025Q4: 7,935 shares; 2026Q1: 6,791 shares 6,791 $439K <0.01% -1,144 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,896 shares; 2025Q1: not reported; 2025Q2: 4,312 shares; 2025Q3: 9,548 shares; 2025Q4: 9,569 shares; 2026Q1: 9,504 shares 9,504 $439K <0.01% -65 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 10,807 shares; 2025Q1: 10,807 shares; 2025Q2: 9,970 shares; 2025Q3: 19,582 shares; 2025Q4: 19,582 shares; 2026Q1: 20,559 shares 20,559 $432K <0.01% +977 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,356 shares; 2024Q4: 3,129 shares; 2025Q1: 3,128 shares; 2025Q2: 3,175 shares; 2025Q3: 2,921 shares; 2025Q4: 2,702 shares; 2026Q1: 2,660 shares 2,660 $432K <0.01% -42 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 299 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $431K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 3,144 shares; 2025Q1: 3,225 shares; 2025Q2: 3,580 shares; 2025Q3: 3,825 shares; 2025Q4: 4,013 shares; 2026Q1: 4,558 shares 4,558 $431K <0.01% +545 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,983 shares; 2025Q2: not reported; 2025Q3: 5,249 shares; 2025Q4: not reported; 2026Q1: 15,080 shares 15,080 $429K <0.01% new Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,450 shares; 2024Q4: 17,450 shares; 2025Q1: 16,700 shares; 2025Q2: 16,700 shares; 2025Q3: 16,700 shares; 2025Q4: 16,400 shares; 2026Q1: 15,900 shares 15,900 $428K <0.01% -500 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,164 shares 2,164 $427K <0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,029 shares; 2025Q1: 1,982 shares; 2025Q2: 2,046 shares; 2025Q3: 2,538 shares; 2025Q4: 2,842 shares; 2026Q1: 3,366 shares 3,366 $426K <0.01% +524 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,435 shares; 2024Q4: 15,713 shares; 2025Q1: 14,233 shares; 2025Q2: 9,655 shares; 2025Q3: 9,581 shares; 2025Q4: 9,456 shares; 2026Q1: 9,409 shares 9,409 $426K <0.01% -47 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,190 shares; 2025Q3: 3,590 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares 3,190 $425K <0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,855 shares; 2025Q2: 1,885 shares; 2025Q3: 3,316 shares; 2025Q4: 3,914 shares; 2026Q1: 3,369 shares 3,369 $424K <0.01% -545 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,562 shares; 2025Q3: 3,452 shares; 2025Q4: 4,792 shares; 2026Q1: 5,378 shares 5,378 $424K <0.01% +586 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,820 shares; 2025Q1: 9,820 shares; 2025Q2: 9,902 shares; 2025Q3: 9,926 shares; 2025Q4: 10,719 shares; 2026Q1: 10,831 shares 10,831 $423K <0.01% +112 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,526 shares; 2026Q1: 7,168 shares 7,168 $423K <0.01% +2,642 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 4,836 shares; 2025Q1: 4,907 shares; 2025Q2: 4,909 shares; 2025Q3: 4,909 shares; 2025Q4: 4,928 shares; 2026Q1: 4,926 shares 4,926 $417K <0.01% -2 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,767 shares; 2025Q1: 1,867 shares; 2025Q2: 2,393 shares; 2025Q3: 2,393 shares; 2025Q4: 2,293 shares; 2026Q1: 2,874 shares 2,874 $417K <0.01% +581 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,937 shares; 2025Q3: 6,477 shares; 2025Q4: 6,706 shares; 2026Q1: 6,706 shares 6,706 $417K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,061 shares; 2024Q4: 7,698 shares; 2025Q1: 8,237 shares; 2025Q2: 7,918 shares; 2025Q3: 6,978 shares; 2025Q4: 6,736 shares; 2026Q1: 6,717 shares 6,717 $416K <0.01% -19 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,586 shares; 2026Q1: 2,888 shares 2,888 $415K <0.01% +302 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,713 shares 8,713 $413K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,737 shares; 2024Q4: 157,247 shares; 2025Q1: 108,872 shares; 2025Q2: 34,173 shares; 2025Q3: 15,452 shares; 2025Q4: 39,374 shares; 2026Q1: 23,763 shares 23,763 $410K <0.01% -15,611 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,750 shares 19,750 $407K <0.01% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,816 shares; 2025Q3: 16,867 shares; 2025Q4: 18,617 shares; 2026Q1: 19,617 shares 19,617 $407K <0.01% +1,000 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 5,636 shares; 2025Q2: 3,533 shares; 2025Q3: 3,533 shares; 2025Q4: 3,533 shares; 2026Q1: 3,533 shares 3,533 $407K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,030 shares; 2025Q4: 8,755 shares; 2026Q1: 8,643 shares 8,643 $406K <0.01% -112 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 753 shares; 2025Q1: 732 shares; 2025Q2: 609 shares; 2025Q3: 610 shares; 2025Q4: 544 shares; 2026Q1: 525 shares 525 $406K <0.01% -19 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 13,643 shares; 2025Q1: 4,388 shares; 2025Q2: 4,388 shares; 2025Q3: 4,388 shares; 2025Q4: 7,747 shares; 2026Q1: 8,021 shares 8,021 $404K <0.01% +274 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; 2024Q2: restricted; 2024Q3: 264,619 shares; 2024Q4: 14,324 shares; 2025Q1: 69,812 shares; 2025Q2: 82,857 shares; 2025Q3: 188,468 shares; 2025Q4: 157,284 shares; 2026Q1: 21,680 shares 21,680 $404K <0.01% -135,604 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 4,525 shares; 2025Q2: 4,616 shares; 2025Q3: 4,616 shares; 2025Q4: 7,040 shares; 2026Q1: 7,040 shares 7,040 $402K <0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,566 shares; 2025Q4: 9,838 shares; 2026Q1: 9,838 shares 9,838 $401K <0.01% 0 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 29,929 shares; 2025Q1: 30,016 shares; 2025Q2: 31,109 shares; 2025Q3: 31,452 shares; 2025Q4: 18,194 shares; 2026Q1: 18,303 shares 18,303 $400K <0.01% +109 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,119 shares; 2025Q2: 4,119 shares; 2025Q3: 4,119 shares; 2025Q4: 4,598 shares; 2026Q1: 4,786 shares 4,786 $396K <0.01% +188 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,356 shares; 2026Q1: 1,356 shares 1,356 $396K <0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,557 shares; 2024Q4: 9,600 shares; 2025Q1: 6,262 shares; 2025Q2: 6,820 shares; 2025Q3: 6,822 shares; 2025Q4: 9,860 shares; 2026Q1: 9,860 shares 9,860 $396K <0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,387 shares; 2025Q4: 3,655 shares; 2026Q1: 3,656 shares 3,656 $395K <0.01% +1 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 7,230 shares; 2025Q1: 7,354 shares; 2025Q2: 7,226 shares; 2025Q3: 8,309 shares; 2025Q4: 8,742 shares; 2026Q1: 2,245 shares 2,245 $394K <0.01% -6,497 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $394K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 8,480 shares; 2025Q1: 7,478 shares; 2025Q2: 6,789 shares; 2025Q3: 7,291 shares; 2025Q4: 6,270 shares; 2026Q1: 6,030 shares 6,030 $394K <0.01% -240 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 7,000 shares; 2025Q2: 7,672 shares; 2025Q3: 7,035 shares; 2025Q4: 7,065 shares; 2026Q1: 6,655 shares 6,655 $393K <0.01% -410 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 20,610 shares; 2025Q1: 20,610 shares; 2025Q2: 20,822 shares; 2025Q3: 21,449 shares; 2025Q4: 34,659 shares; 2026Q1: 36,227 shares 36,227 $393K <0.01% +1,568 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,068 shares; 2024Q4: 23,517 shares; 2025Q1: 23,461 shares; 2025Q2: 25,462 shares; 2025Q3: 34,777 shares; 2025Q4: 33,151 shares; 2026Q1: 38,937 shares 38,937 $391K <0.01% +5,786 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,332 shares; 2025Q4: not reported; 2026Q1: 7,322 shares 7,322 $390K <0.01% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,879 shares; 2024Q4: 27,064 shares; 2025Q1: 25,064 shares; 2025Q2: 25,064 shares; 2025Q3: 25,064 shares; 2025Q4: 24,623 shares; 2026Q1: 24,081 shares 24,081 $389K <0.01% -542 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,432 shares; 2025Q3: 5,730 shares; 2025Q4: 3,063 shares; 2026Q1: 5,013 shares 5,013 $388K <0.01% +1,950 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $388K <0.01% new Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,450 shares; 2025Q1: 9,650 shares; 2025Q2: 9,650 shares; 2025Q3: 10,700 shares; 2025Q4: 12,350 shares; 2026Q1: 15,250 shares 15,250 $388K <0.01% +2,900 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,580 shares 1,580 $386K <0.01% new Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares; 2025Q4: 6,445 shares; 2026Q1: 7,645 shares 7,645 $385K <0.01% +1,200 Timeline SCWO 374WATER INC More: the full row for 374WATER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,294 shares; 2026Q1: 135,482 shares 135,482 $385K <0.01% +26,188 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,628 shares; 2025Q3: 4,719 shares; 2025Q4: 6,666 shares; 2026Q1: 7,610 shares 7,610 $380K <0.01% +944 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,056 shares; 2024Q4: 6,766 shares; 2025Q1: 6,766 shares; 2025Q2: 6,766 shares; 2025Q3: 6,766 shares; 2025Q4: 6,666 shares; 2026Q1: 6,666 shares 6,666 $380K <0.01% 0 Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,900 shares; 2026Q1: 15,000 shares 15,000 $380K <0.01% +3,100 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,307 shares; 2025Q1: 10,527 shares; 2025Q2: 10,216 shares; 2025Q3: 10,216 shares; 2025Q4: 8,911 shares; 2026Q1: 8,911 shares 8,911 $377K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,798 shares; 2025Q1: 3,802 shares; 2025Q2: 3,735 shares; 2025Q3: 4,004 shares; 2025Q4: 4,018 shares; 2026Q1: 4,599 shares 4,599 $377K <0.01% +581 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,136 shares; 2024Q4: 31,844 shares; 2025Q1: 34,673 shares; 2025Q2: 40,919 shares; 2025Q3: 45,696 shares; 2025Q4: 43,116 shares; 2026Q1: 43,643 shares 43,643 $376K <0.01% +527 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,267 shares; 2025Q1: 7,159 shares; 2025Q2: 5,249 shares; 2025Q3: 3,876 shares; 2025Q4: 3,753 shares; 2026Q1: 4,951 shares 4,951 $376K <0.01% +1,198 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 3,809 shares; 2025Q3: 4,720 shares; 2025Q4: 4,603 shares; 2026Q1: 4,425 shares 4,425 $376K <0.01% -178 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 2,697 shares; 2025Q1: 3,287 shares; 2025Q2: 2,500 shares; 2025Q3: 2,775 shares; 2025Q4: 8,910 shares; 2026Q1: 7,457 shares 7,457 $373K <0.01% -1,453 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,585 shares; 2024Q4: 13,585 shares; 2025Q1: 13,585 shares; 2025Q2: 15,104 shares; 2025Q3: 15,104 shares; 2025Q4: 15,104 shares; 2026Q1: 15,104 shares 15,104 $372K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,595 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares 2,595 $371K <0.01% 0 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,993 shares; 2025Q2: 12,645 shares; 2025Q3: 10,645 shares; 2025Q4: 9,945 shares; 2026Q1: 10,130 shares 10,130 $369K <0.01% +185 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 8,331 shares; 2025Q1: 8,858 shares; 2025Q2: 8,439 shares; 2025Q3: 8,282 shares; 2025Q4: 8,192 shares; 2026Q1: 3,978 shares 3,978 $368K <0.01% -4,214 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,567 shares; 2024Q4: 12,930 shares; 2025Q1: 16,852 shares; 2025Q2: 16,472 shares; 2025Q3: 15,806 shares; 2025Q4: 14,040 shares; 2026Q1: 14,838 shares 14,838 $367K <0.01% +798 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,836 shares; 2025Q1: 2,661 shares; 2025Q2: 2,870 shares; 2025Q3: 3,022 shares; 2025Q4: 3,022 shares; 2026Q1: 2,934 shares 2,934 $367K <0.01% -88 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,807 shares 10,807 $367K <0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,551 shares; 2025Q2: 45,581 shares; 2025Q3: 48,881 shares; 2025Q4: 54,482 shares; 2026Q1: 10,038 shares 10,038 $366K <0.01% -44,444 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,715 shares; 2024Q4: 12,353 shares; 2025Q1: 13,791 shares; 2025Q2: 15,036 shares; 2025Q3: 15,036 shares; 2025Q4: 14,176 shares; 2026Q1: 13,209 shares 13,209 $364K <0.01% -967 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,119 shares; 2025Q3: 1,173 shares; 2025Q4: not reported; 2026Q1: 1,674 shares 1,674 $363K <0.01% new Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,944 shares; 2025Q2: 6,981 shares; 2025Q3: 6,966 shares; 2025Q4: 7,069 shares; 2026Q1: 7,399 shares 7,399 $363K <0.01% +330 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,887 shares; 2025Q1: 5,824 shares; 2025Q2: 5,657 shares; 2025Q3: 6,291 shares; 2025Q4: 6,243 shares; 2026Q1: 6,907 shares 6,907 $360K <0.01% +664 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,775 shares; 2025Q3: 9,625 shares; 2025Q4: 2,580 shares; 2026Q1: 2,655 shares 2,655 $360K <0.01% +75 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,465 shares; 2024Q4: 10,632 shares; 2025Q1: 10,566 shares; 2025Q2: 10,636 shares; 2025Q3: 10,636 shares; 2025Q4: 5,549 shares; 2026Q1: 5,549 shares 5,549 $359K <0.01% 0 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,777 shares 12,777 $359K <0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,442 shares; 2026Q1: 3,469 shares 3,469 $359K <0.01% +27 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,725 shares; 2024Q4: 88,450 shares; 2025Q1: 91,850 shares; 2025Q2: 90,600 shares; 2025Q3: 86,200 shares; 2025Q4: 86,050 shares; 2026Q1: 25,750 shares 25,750 $357K <0.01% -60,300 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249 shares; 2025Q4: 275 shares; 2026Q1: 259 shares 259 $357K <0.01% -16 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,697 shares; 2024Q4: 13,227 shares; 2025Q1: 14,767 shares; 2025Q2: 13,963 shares; 2025Q3: 11,946 shares; 2025Q4: 1,816 shares; 2026Q1: 1,629 shares 1,629 $357K <0.01% -187 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,924 shares; 2024Q4: 10,314 shares; 2025Q1: 9,956 shares; 2025Q2: 9,659 shares; 2025Q3: 9,589 shares; 2025Q4: 9,452 shares; 2026Q1: 9,628 shares 9,628 $356K <0.01% +176 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,406 shares; 2026Q1: 7,153 shares 7,153 $355K <0.01% +747 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,059 shares; 2024Q4: 7,534 shares; 2025Q1: 8,121 shares; 2025Q2: 9,229 shares; 2025Q3: 7,759 shares; 2025Q4: 7,696 shares; 2026Q1: 6,048 shares 6,048 $354K <0.01% -1,648 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,867 shares; 2025Q2: 11,184 shares; 2025Q3: 15,710 shares; 2025Q4: 8,707 shares; 2026Q1: 6,467 shares 6,467 $353K <0.01% -2,240 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,202 shares; 2025Q2: 6,966 shares; 2025Q3: 5,581 shares; 2025Q4: 5,791 shares; 2026Q1: 5,595 shares 5,595 $349K <0.01% -196 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,365 shares; 2024Q4: 13,365 shares; 2025Q1: 13,965 shares; 2025Q2: 12,850 shares; 2025Q3: 21,055 shares; 2025Q4: 31,695 shares; 2026Q1: 31,964 shares 31,964 $348K <0.01% +269 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,305 shares; 2024Q4: 30,091 shares; 2025Q1: 30,091 shares; 2025Q2: 30,091 shares; 2025Q3: 30,091 shares; 2025Q4: 30,091 shares; 2026Q1: 30,091 shares 30,091 $346K <0.01% 0 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,614 shares; 2025Q4: 9,072 shares; 2026Q1: 14,198 shares 14,198 $345K <0.01% +5,126 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,859 shares; 2026Q1: 41,596 shares 41,596 $344K <0.01% +9,737 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,493 shares; 2025Q1: not reported; 2025Q2: 5,785 shares; 2025Q3: 5,792 shares; 2025Q4: 5,840 shares; 2026Q1: 5,268 shares 5,268 $341K <0.01% -572 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,410 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,633 shares 3,633 $341K <0.01% new Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,750 shares; 2024Q4: not reported; 2025Q1: 10,575 shares; 2025Q2: 15,509 shares; 2025Q3: 12,009 shares; 2025Q4: 11,659 shares; 2026Q1: 16,389 shares 16,389 $340K <0.01% +4,730 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,224 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares; 2026Q1: 3,132 shares 3,132 $340K <0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,223 shares; 2025Q1: 7,425 shares; 2025Q2: 6,075 shares; 2025Q3: 5,300 shares; 2025Q4: 6,376 shares; 2026Q1: 6,376 shares 6,376 $339K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,228 shares; 2024Q4: 27,128 shares; 2025Q1: 27,128 shares; 2025Q2: 27,516 shares; 2025Q3: 27,778 shares; 2025Q4: 27,799 shares; 2026Q1: 27,810 shares 27,810 $339K <0.01% +11 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: 1,052 shares; 2025Q3: 1,284 shares; 2025Q4: 1,451 shares; 2026Q1: 2,084 shares 2,084 $339K <0.01% +633 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,021 shares; 2024Q4: 35,001 shares; 2025Q1: 35,001 shares; 2025Q2: 31,273 shares; 2025Q3: 31,242 shares; 2025Q4: 28,875 shares; 2026Q1: 27,242 shares 27,242 $336K <0.01% -1,633 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,022 shares; 2025Q4: not reported; 2026Q1: 11,264 shares 11,264 $335K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,523 shares; 2025Q1: 4,638 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,597 shares 1,597 $330K <0.01% new Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,310 shares; 2025Q4: 26,608 shares; 2026Q1: 31,209 shares 31,209 $330K <0.01% +4,601 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,511 shares; 2025Q3: 7,511 shares; 2025Q4: 7,491 shares; 2026Q1: 7,488 shares 7,488 $327K <0.01% -3 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,585 shares; 2025Q3: 3,950 shares; 2025Q4: 3,870 shares; 2026Q1: 5,095 shares 5,095 $326K <0.01% +1,225 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,256 shares; 2024Q4: 19,256 shares; 2025Q1: 19,256 shares; 2025Q2: 26,966 shares; 2025Q3: 27,697 shares; 2025Q4: 29,347 shares; 2026Q1: 34,657 shares 34,657 $325K <0.01% +5,310 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,042 shares; 2024Q4: 35,966 shares; 2025Q1: 32,422 shares; 2025Q2: 28,745 shares; 2025Q3: 26,895 shares; 2025Q4: 26,895 shares; 2026Q1: 26,357 shares 26,357 $325K <0.01% -538 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,813 shares; 2024Q4: 24,748 shares; 2025Q1: 24,748 shares; 2025Q2: 25,623 shares; 2025Q3: 24,748 shares; 2025Q4: 24,748 shares; 2026Q1: 22,748 shares 22,748 $325K <0.01% -2,000 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares; 2025Q4: 13,300 shares; 2026Q1: 13,300 shares 13,300 $324K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,674 shares; 2024Q4: 7,689 shares; 2025Q1: 7,978 shares; 2025Q2: 7,996 shares; 2025Q3: 8,631 shares; 2025Q4: 8,346 shares; 2026Q1: 9,418 shares 9,418 $324K <0.01% +1,072 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 11,274 shares; 2025Q1: 11,289 shares; 2025Q2: 10,803 shares; 2025Q3: 10,817 shares; 2025Q4: 9,006 shares; 2026Q1: 9,021 shares 9,021 $324K <0.01% +15 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,156 shares; 2024Q4: 14,892 shares; 2025Q1: 14,684 shares; 2025Q2: 13,876 shares; 2025Q3: 12,574 shares; 2025Q4: 12,455 shares; 2026Q1: 12,265 shares 12,265 $324K <0.01% -190 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,272 shares; 2025Q1: 49,097 shares; 2025Q2: 50,590 shares; 2025Q3: 29,234 shares; 2025Q4: 30,698 shares; 2026Q1: 17,718 shares 17,718 $323K <0.01% -12,980 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,150 shares; 2025Q2: 11,680 shares; 2025Q3: 7,848 shares; 2025Q4: not reported; 2026Q1: 5,294 shares 5,294 $322K <0.01% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,742 shares 8,742 $322K <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; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 9,603 shares; 2025Q1: 9,746 shares; 2025Q2: 9,693 shares; 2025Q3: 9,649 shares; 2025Q4: 9,068 shares; 2026Q1: 8,881 shares 8,881 $321K <0.01% -187 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 5,853 shares; 2025Q3: 5,853 shares; 2025Q4: 5,853 shares; 2026Q1: 5,853 shares 5,853 $320K <0.01% 0 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares; 2026Q1: 3,200 shares 3,200 $320K <0.01% +500 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,577 shares 1,577 $319K <0.01% new Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,018 shares; 2024Q4: not reported; 2025Q1: 3,946 shares; 2025Q2: 4,308 shares; 2025Q3: 5,332 shares; 2025Q4: 5,167 shares; 2026Q1: 5,400 shares 5,400 $319K <0.01% +233 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,373 shares 6,373 $317K <0.01% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,920 shares; 2025Q2: 11,820 shares; 2025Q3: 24,085 shares; 2025Q4: 24,891 shares; 2026Q1: 24,505 shares 24,505 $314K <0.01% -386 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,693 shares; 2026Q1: 2,576 shares 2,576 $312K <0.01% +883 Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,624 shares 27,624 $312K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,352 shares; 2024Q4: 52,869 shares; 2025Q1: 33,834 shares; 2025Q2: 8,646 shares; 2025Q3: 8,901 shares; 2025Q4: 9,511 shares; 2026Q1: 8,270 shares 8,270 $311K <0.01% -1,241 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares 4,649 $307K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,906 shares 13,906 $306K <0.01% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 6,384 shares; 2025Q1: 6,504 shares; 2025Q2: 6,006 shares; 2025Q3: 6,652 shares; 2025Q4: 6,652 shares; 2026Q1: 6,497 shares 6,497 $306K <0.01% -155 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,229 shares; 2025Q1: 5,237 shares; 2025Q2: 5,033 shares; 2025Q3: 4,903 shares; 2025Q4: 4,826 shares; 2026Q1: 4,859 shares 4,859 $306K <0.01% +33 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,390 shares; 2025Q1: 1,387 shares; 2025Q2: 1,043 shares; 2025Q3: 1,031 shares; 2025Q4: 1,131 shares; 2026Q1: 1,224 shares 1,224 $306K <0.01% +93 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,205 shares; 2026Q1: 1,225 shares 1,225 $305K <0.01% +20 Timeline OPBK OP BANCORP More: the full row for OP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,180 shares; 2024Q4: 27,987 shares; 2025Q1: 24,941 shares; 2025Q2: 24,373 shares; 2025Q3: 22,801 shares; 2025Q4: 22,307 shares; 2026Q1: 22,915 shares 22,915 $305K <0.01% +608 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,998 shares; 2025Q3: 7,934 shares; 2025Q4: 8,388 shares; 2026Q1: 6,027 shares 6,027 $304K <0.01% -2,361 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,151 shares; 2025Q3: 5,215 shares; 2025Q4: 4,995 shares; 2026Q1: 4,995 shares 4,995 $303K <0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,189 shares 3,189 $302K <0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 295 shares; 2025Q1: 265 shares; 2025Q2: 284 shares; 2025Q3: 405 shares; 2025Q4: 394 shares; 2026Q1: 260 shares 260 $301K <0.01% -134 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,941 shares; 2024Q4: 9,272 shares; 2025Q1: 6,979 shares; 2025Q2: 6,530 shares; 2025Q3: 6,146 shares; 2025Q4: 6,174 shares; 2026Q1: 6,598 shares 6,598 $301K <0.01% +424 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,379 shares; 2025Q4: 5,971 shares; 2026Q1: 6,324 shares 6,324 $301K <0.01% +353 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: not reported; 2025Q2: 1,418 shares; 2025Q3: 1,393 shares; 2025Q4: 1,405 shares; 2026Q1: 1,934 shares 1,934 $301K <0.01% +529 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 8,651 shares; 2025Q1: 8,676 shares; 2025Q2: 8,706 shares; 2025Q3: 8,735 shares; 2025Q4: 8,748 shares; 2026Q1: 8,776 shares 8,776 $298K <0.01% +28 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,462 shares 2,462 $298K <0.01% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 1,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,184 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares 2,168 $297K <0.01% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,330 shares; 2025Q2: 5,062 shares; 2025Q3: 6,948 shares; 2025Q4: 6,635 shares; 2026Q1: 6,469 shares 6,469 $297K <0.01% -166 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,515 shares; 2025Q1: not reported; 2025Q2: 2,597 shares; 2025Q3: 2,874 shares; 2025Q4: 3,090 shares; 2026Q1: 3,594 shares 3,594 $296K <0.01% +504 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,305 shares; 2025Q4: 2,327 shares; 2026Q1: 2,353 shares 2,353 $296K <0.01% +26 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,520 shares; 2024Q4: 35,368 shares; 2025Q1: 27,560 shares; 2025Q2: 25,065 shares; 2025Q3: 23,764 shares; 2025Q4: 21,633 shares; 2026Q1: 22,773 shares 22,773 $294K <0.01% +1,140 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 4,890 shares; 2025Q1: 4,865 shares; 2025Q2: 1,990 shares; 2025Q3: 1,640 shares; 2025Q4: 1,710 shares; 2026Q1: 1,614 shares 1,614 $294K <0.01% -96 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,267 shares 5,267 $294K <0.01% new Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,372 shares; 2024Q4: 36,491 shares; 2025Q1: 37,112 shares; 2025Q2: 23,626 shares; 2025Q3: 26,228 shares; 2025Q4: 25,761 shares; 2026Q1: 25,862 shares 25,862 $292K <0.01% +101 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 5,817 shares; 2025Q1: 5,717 shares; 2025Q2: 5,798 shares; 2025Q3: 5,813 shares; 2025Q4: 5,922 shares; 2026Q1: 6,142 shares 6,142 $292K <0.01% +220 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,323 shares 5,323 $292K <0.01% new Timeline RGT ROYCE GLOBAL TRUST INC More: the full row for ROYCE GLOBAL TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,712 shares; 2024Q4: 21,730 shares; 2025Q1: 22,030 shares; 2025Q2: 21,783 shares; 2025Q3: 22,753 shares; 2025Q4: 22,427 shares; 2026Q1: 21,827 shares 21,827 $292K <0.01% -600 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 3,211 shares; 2025Q1: 3,211 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares; 2026Q1: 2,554 shares 2,554 $291K <0.01% +38 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,187 shares; 2024Q4: 10,802 shares; 2025Q1: 9,847 shares; 2025Q2: 10,381 shares; 2025Q3: 8,739 shares; 2025Q4: 12,200 shares; 2026Q1: 11,302 shares 11,302 $290K <0.01% -898 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,438 shares; 2025Q2: 7,603 shares; 2025Q3: 4,196 shares; 2025Q4: 3,517 shares; 2026Q1: 3,959 shares 3,959 $288K <0.01% +442 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,637 shares; 2024Q4: 16,311 shares; 2025Q1: 18,051 shares; 2025Q2: 11,251 shares; 2025Q3: 16,314 shares; 2025Q4: 23,999 shares; 2026Q1: 35,757 shares 35,757 $286K <0.01% +11,758 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; 2024Q2: restricted; 2024Q3: 320,192 shares; 2024Q4: 80,834 shares; 2025Q1: 77,063 shares; 2025Q2: 11,645 shares; 2025Q3: not reported; 2025Q4: 8,768 shares; 2026Q1: 10,370 shares 10,370 $285K <0.01% +1,602 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,536 shares; 2026Q1: 1,536 shares 1,536 $284K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $284K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: not reported; 2025Q1: 2,935 shares; 2025Q2: 2,647 shares; 2025Q3: 2,862 shares; 2025Q4: 2,520 shares; 2026Q1: 2,516 shares 2,516 $283K <0.01% -4 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $283K <0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 4,531 shares; 2025Q1: 4,531 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,348 shares; 2026Q1: 4,348 shares 4,348 $282K <0.01% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $282K <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,017 shares; 2024Q4: 20,901 shares; 2025Q1: 24,162 shares; 2025Q2: 22,932 shares; 2025Q3: 18,664 shares; 2025Q4: 16,666 shares; 2026Q1: 16,432 shares 16,432 $281K <0.01% -234 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,782 shares; 2025Q4: 6,782 shares; 2026Q1: 6,782 shares 6,782 $281K <0.01% 0 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,600 shares 12,600 $280K <0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 1,937 shares; 2025Q4: 1,968 shares; 2026Q1: 2,079 shares 2,079 $280K <0.01% +111 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 3,679 shares; 2025Q1: 3,554 shares; 2025Q2: 4,089 shares; 2025Q3: 4,089 shares; 2025Q4: 3,999 shares; 2026Q1: 4,550 shares 4,550 $279K <0.01% +551 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,807 shares; 2026Q1: 11,807 shares 11,807 $279K <0.01% +2,000 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,169 shares; 2024Q4: 18,475 shares; 2025Q1: 17,991 shares; 2025Q2: 20,079 shares; 2025Q3: 20,022 shares; 2025Q4: 22,708 shares; 2026Q1: 20,414 shares 20,414 $279K <0.01% -2,294 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,810 shares; 2025Q1: 2,174 shares; 2025Q2: not reported; 2025Q3: 6,805 shares; 2025Q4: not reported; 2026Q1: 5,970 shares 5,970 $277K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,253 shares; 2025Q1: 1,601 shares; 2025Q2: 1,738 shares; 2025Q3: 2,583 shares; 2025Q4: 2,599 shares; 2026Q1: 2,128 shares 2,128 $276K <0.01% -471 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,928 shares 2,928 $276K <0.01% new Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,400 shares; 2024Q4: 110,900 shares; 2025Q1: 95,500 shares; 2025Q2: 86,500 shares; 2025Q3: 71,500 shares; 2025Q4: 69,500 shares; 2026Q1: 69,500 shares 69,500 $275K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,925 shares; 2026Q1: 6,525 shares 6,525 $274K <0.01% -400 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,830 shares; 2024Q4: 24,712 shares; 2025Q1: 27,428 shares; 2025Q2: 38,380 shares; 2025Q3: 23,770 shares; 2025Q4: 20,182 shares; 2026Q1: 16,308 shares 16,308 $274K <0.01% -3,874 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,639 shares; 2026Q1: 2,632 shares 2,632 $272K <0.01% -7 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,425 shares 8,425 $271K <0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,568 shares; 2024Q4: 84,572 shares; 2025Q1: 30,633 shares; 2025Q2: 28,341 shares; 2025Q3: 28,167 shares; 2025Q4: 8,332 shares; 2026Q1: 9,392 shares 9,392 $271K <0.01% +1,060 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,812 shares; 2024Q4: 9,030 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,213 shares; 2025Q4: 6,243 shares; 2026Q1: 6,243 shares 6,243 $270K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 6,467 shares; 2025Q1: 6,074 shares; 2025Q2: 6,049 shares; 2025Q3: 5,848 shares; 2025Q4: not reported; 2026Q1: 4,229 shares 4,229 $269K <0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,810 shares; 2026Q1: 2,592 shares 2,592 $269K <0.01% -218 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares 1,635 $267K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 4,144 shares; 2025Q1: 4,104 shares; 2025Q2: 4,159 shares; 2025Q3: 4,561 shares; 2025Q4: 4,485 shares; 2026Q1: 3,315 shares 3,315 $266K <0.01% -1,170 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,083 shares; 2024Q4: 15,883 shares; 2025Q1: 15,983 shares; 2025Q2: 15,505 shares; 2025Q3: 15,105 shares; 2025Q4: 13,421 shares; 2026Q1: 14,100 shares 14,100 $266K <0.01% +679 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 6,312 shares; 2025Q1: 6,312 shares; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares; 2025Q4: 6,312 shares; 2026Q1: 6,312 shares 6,312 $264K <0.01% 0 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,668 shares; 2025Q4: 1,541 shares; 2026Q1: 1,494 shares 1,494 $260K <0.01% -47 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,257 shares; 2024Q4: 13,814 shares; 2025Q1: 15,864 shares; 2025Q2: 15,164 shares; 2025Q3: 17,964 shares; 2025Q4: 18,364 shares; 2026Q1: 18,364 shares 18,364 $259K <0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 7,903 shares; 2025Q1: 7,903 shares; 2025Q2: 7,846 shares; 2025Q3: 7,782 shares; 2025Q4: 12,397 shares; 2026Q1: 5,109 shares 5,109 $259K <0.01% -7,288 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,355 shares; 2025Q4: 11,145 shares; 2026Q1: 12,230 shares 12,230 $259K <0.01% +1,085 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,354 shares 4,354 $257K <0.01% new Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares 2,086 $257K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 673 shares 673 $254K <0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 17,511 shares; 2025Q1: 17,511 shares; 2025Q2: 18,011 shares; 2025Q3: 18,011 shares; 2025Q4: 18,411 shares; 2026Q1: 18,411 shares 18,411 $254K <0.01% 0 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,012 shares 6,012 $253K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,438 shares; 2024Q4: 15,438 shares; 2025Q1: 15,438 shares; 2025Q2: 15,438 shares; 2025Q3: 15,438 shares; 2025Q4: 22,241 shares; 2026Q1: 50,123 shares 50,123 $252K <0.01% +27,882 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,633 shares 1,633 $251K <0.01% new Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,760 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,890 shares 7,890 $251K <0.01% new Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,358 shares; 2025Q4: 6,715 shares; 2026Q1: 5,916 shares 5,916 $251K <0.01% -799 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,860 shares; 2025Q1: 6,860 shares; 2025Q2: 6,860 shares; 2025Q3: 6,860 shares; 2025Q4: 6,860 shares; 2026Q1: 6,860 shares 6,860 $250K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,258 shares; 2024Q4: 18,890 shares; 2025Q1: 18,824 shares; 2025Q2: 20,458 shares; 2025Q3: 46,757 shares; 2025Q4: 36,794 shares; 2026Q1: 33,069 shares 33,069 $249K <0.01% -3,725 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,477 shares; 2025Q1: 7,152 shares; 2025Q2: 7,324 shares; 2025Q3: 6,580 shares; 2025Q4: 5,627 shares; 2026Q1: 3,502 shares 3,502 $249K <0.01% -2,125 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,958 shares 34,958 $248K <0.01% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,006 shares 13,006 $247K <0.01% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,412 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares; 2026Q1: 2,739 shares 2,739 $246K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,149 shares; 2024Q4: 14,080 shares; 2025Q1: 15,078 shares; 2025Q2: 14,080 shares; 2025Q3: 14,398 shares; 2025Q4: 14,516 shares; 2026Q1: 14,198 shares 14,198 $246K <0.01% -318 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,760 shares 3,760 $245K <0.01% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,776 shares; 2026Q1: 6,276 shares 6,276 $245K <0.01% +500 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: 1,282 shares; 2026Q1: 1,282 shares 1,282 $244K <0.01% 0 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,101 shares; 2025Q3: 8,018 shares; 2025Q4: 8,018 shares; 2026Q1: 8,018 shares 8,018 $244K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 386 shares; 2026Q1: 357 shares 357 $243K <0.01% -29 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,941 shares; 2026Q1: 5,175 shares 5,175 $243K <0.01% +234 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,411 shares; 2025Q4: 2,379 shares; 2026Q1: 2,742 shares 2,742 $242K <0.01% +363 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,850 shares; 2024Q4: 14,267 shares; 2025Q1: 15,085 shares; 2025Q2: 15,720 shares; 2025Q3: 15,596 shares; 2025Q4: 16,730 shares; 2026Q1: 4,017 shares 4,017 $242K <0.01% -12,713 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,146 shares 6,146 $241K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: 905 shares; 2026Q1: 840 shares 840 $241K <0.01% -65 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 4,014 shares; 2025Q1: 4,794 shares; 2025Q2: 1,946 shares; 2025Q3: 1,391 shares; 2025Q4: 1,375 shares; 2026Q1: 1,329 shares 1,329 $239K <0.01% -46 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,190 shares 9,190 $239K <0.01% new Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,454 shares; 2025Q4: 10,454 shares; 2026Q1: 10,454 shares 10,454 $239K <0.01% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,232 shares; 2025Q1: 10,078 shares; 2025Q2: 11,838 shares; 2025Q3: 12,226 shares; 2025Q4: 21,198 shares; 2026Q1: 15,952 shares 15,952 $238K <0.01% -5,246 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,507 shares; 2024Q4: 6,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,641 shares; 2026Q1: 5,156 shares 5,156 $238K <0.01% -485 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 8,170 shares; 2025Q1: 7,877 shares; 2025Q2: 6,019 shares; 2025Q3: 3,742 shares; 2025Q4: 3,749 shares; 2026Q1: 3,625 shares 3,625 $238K <0.01% -124 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,675 shares; 2025Q2: 12,211 shares; 2025Q3: 9,732 shares; 2025Q4: 9,569 shares; 2026Q1: 9,998 shares 9,998 $238K <0.01% +429 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485,458 shares; 2024Q4: 467,506 shares; 2025Q1: 475,460 shares; 2025Q2: 459,881 shares; 2025Q3: 415,209 shares; 2025Q4: 188,272 shares; 2026Q1: 65,877 shares 65,877 $238K <0.01% -122,395 Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,435 shares; 2025Q4: 37,152 shares; 2026Q1: 38,463 shares 38,463 $237K <0.01% +1,311 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,900 shares 4,900 $237K <0.01% new Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,200 shares 9,200 $236K <0.01% new Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: 14,389 shares; 2025Q1: 14,389 shares; 2025Q2: 13,003 shares; 2025Q3: 13,003 shares; 2025Q4: 13,003 shares; 2026Q1: 12,686 shares 12,686 $235K <0.01% -317 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,316 shares; 2025Q1: 1,257 shares; 2025Q2: 933 shares; 2025Q3: 1,796 shares; 2025Q4: 1,385 shares; 2026Q1: 1,532 shares 1,532 $235K <0.01% +147 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,550 shares; 2025Q1: not reported; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $234K <0.01% 0 Timeline ROKT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,354 shares; 2026Q1: 2,354 shares 2,354 $234K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,192 shares; 2025Q4: 3,215 shares; 2026Q1: 2,936 shares 2,936 $231K <0.01% -279 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,277 shares; 2025Q4: 7,008 shares; 2026Q1: 6,794 shares 6,794 $230K <0.01% -214 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,623 shares; 2025Q4: 74,623 shares; 2026Q1: 74,623 shares 74,623 $230K <0.01% 0 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares 12,900 $228K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 2,379 shares; 2025Q1: 2,255 shares; 2025Q2: 2,374 shares; 2025Q3: 2,216 shares; 2025Q4: 2,183 shares; 2026Q1: 2,217 shares 2,217 $228K <0.01% +34 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,111 shares 1,111 $227K <0.01% new Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,248 shares; 2024Q4: 12,456 shares; 2025Q1: 9,437 shares; 2025Q2: 9,002 shares; 2025Q3: 8,438 shares; 2025Q4: 8,706 shares; 2026Q1: 8,658 shares 8,658 $227K <0.01% -48 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,078 shares; 2025Q1: 46,270 shares; 2025Q2: 39,594 shares; 2025Q3: 25,148 shares; 2025Q4: 24,591 shares; 2026Q1: 16,782 shares 16,782 $227K <0.01% -7,809 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,549 shares; 2025Q4: 1,612 shares; 2026Q1: 1,558 shares 1,558 $226K <0.01% -54 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,423 shares; 2024Q4: 21,209 shares; 2025Q1: 21,574 shares; 2025Q2: 27,066 shares; 2025Q3: 26,551 shares; 2025Q4: 27,741 shares; 2026Q1: 9,685 shares 9,685 $226K <0.01% -18,056 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,223 shares; 2025Q4: 7,022 shares; 2026Q1: 6,836 shares 6,836 $225K <0.01% -186 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 1,617 shares; 2025Q1: 1,518 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,218 shares 1,218 $223K <0.01% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares; 2026Q1: 2,930 shares 2,930 $221K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 3,500 shares; 2025Q1: 6,428 shares; 2025Q2: 6,358 shares; 2025Q3: 5,516 shares; 2025Q4: 2,413 shares; 2026Q1: 1,858 shares 1,858 $221K <0.01% -555 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 3,768 shares; 2026Q1: 2,967 shares 2,967 $221K <0.01% -801 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,129 shares; 2024Q4: 10,254 shares; 2025Q1: 10,254 shares; 2025Q2: 10,754 shares; 2025Q3: 10,754 shares; 2025Q4: 10,754 shares; 2026Q1: 11,025 shares 11,025 $218K <0.01% +271 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,066 shares; 2026Q1: 2,984 shares 2,984 $217K <0.01% -82 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,758 shares; 2025Q1: 1,758 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,552 shares; 2026Q1: 1,552 shares 1,552 $217K <0.01% 0 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,817 shares; 2026Q1: 19,089 shares 19,089 $216K <0.01% +1,272 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,622 shares 1,622 $216K <0.01% +300 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,146 shares; 2025Q1: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022 $216K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,263 shares; 2026Q1: 1,474 shares 1,474 $215K <0.01% +211 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $215K <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; 2024Q2: restricted; 2024Q3: 23,723 shares; 2024Q4: 25,204 shares; 2025Q1: 31,517 shares; 2025Q2: 28,152 shares; 2025Q3: 23,766 shares; 2025Q4: 21,448 shares; 2026Q1: 17,834 shares 17,834 $215K <0.01% -3,614 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,887 shares; 2025Q1: 4,912 shares; 2025Q2: 5,022 shares; 2025Q3: 2,637 shares; 2025Q4: 2,637 shares; 2026Q1: 2,300 shares 2,300 $214K <0.01% -337 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,400 shares 29,400 $214K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 866 shares; 2026Q1: 849 shares 849 $213K <0.01% -17 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,390 shares; 2026Q1: 3,823 shares 3,823 $213K <0.01% +433 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,741 shares 3,741 $213K <0.01% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,461 shares 3,461 $213K <0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,096 shares; 2024Q4: 28,118 shares; 2025Q1: 13,128 shares; 2025Q2: 13,207 shares; 2025Q3: 10,738 shares; 2025Q4: 12,248 shares; 2026Q1: 14,778 shares 14,778 $212K <0.01% +2,530 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,577 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,810 shares 1,810 $212K <0.01% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 6,073 shares; 2025Q1: 5,171 shares; 2025Q2: 4,942 shares; 2025Q3: 3,799 shares; 2025Q4: not reported; 2026Q1: 3,701 shares 3,701 $212K <0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,201 shares; 2025Q1: 5,201 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 1,452 shares; 2026Q1: 1,233 shares 1,233 $211K <0.01% -219 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,936 shares 4,936 $210K <0.01% new Timeline FTDS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,467 shares 3,467 $209K <0.01% new Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,095 shares; 2025Q1: 9,095 shares; 2025Q2: 9,020 shares; 2025Q3: 9,041 shares; 2025Q4: 9,121 shares; 2026Q1: 9,041 shares 9,041 $208K <0.01% -80 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: 1,501 shares; 2026Q1: 1,490 shares 1,490 $208K <0.01% -11 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares 1,385 $208K <0.01% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,304 shares; 2025Q4: 5,315 shares; 2026Q1: 5,300 shares 5,300 $208K <0.01% -15 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,340 shares 3,340 $208K <0.01% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,084 shares 3,084 $207K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,663 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $206K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,752 shares; 2025Q1: 1,737 shares; 2025Q2: 1,180 shares; 2025Q3: 1,041 shares; 2025Q4: 936 shares; 2026Q1: 933 shares 933 $206K <0.01% -3 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,351 shares; 2025Q2: 14,475 shares; 2025Q3: 14,541 shares; 2025Q4: 14,751 shares; 2026Q1: 16,007 shares 16,007 $205K <0.01% +1,256 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,600 shares 15,600 $204K <0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 600 shares 600 $203K <0.01% -100 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,050 shares 2,050 $203K <0.01% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,013 shares; 2026Q1: 2,921 shares 2,921 $202K <0.01% -92 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $202K <0.01% new Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,345 shares 2,345 $202K <0.01% new Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 10,400 shares; 2025Q1: 10,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $202K <0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,676 shares 4,676 $202K <0.01% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,324 shares 4,324 $202K <0.01% new Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,126 shares; 2025Q4: not reported; 2026Q1: 9,126 shares 9,126 $201K <0.01% new Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,218 shares; 2024Q4: 8,542 shares; 2025Q1: 9,842 shares; 2025Q2: not reported; 2025Q3: 8,433 shares; 2025Q4: 8,433 shares; 2026Q1: 8,433 shares 8,433 $201K <0.01% 0 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,589 shares; 2025Q3: 3,589 shares; 2025Q4: not reported; 2026Q1: 3,219 shares 3,219 $201K <0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,393 shares; 2026Q1: 3,722 shares 3,722 $201K <0.01% -8,671 Timeline