AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,814 shares; 2025Q1: 8,954 shares; 2025Q2: 10,578 shares; 2025Q3: 17,049 shares; 2025Q4: 19,444 shares 19,444 $689K <0.01% +2,395 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,483 shares; 2025Q1: 4,082 shares; 2025Q2: 4,443 shares; 2025Q3: 5,017 shares; 2025Q4: 4,255 shares 4,255 $688K <0.01% -762 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 6,291 shares; 2025Q1: 6,362 shares; 2025Q2: 9,793 shares; 2025Q3: 9,819 shares; 2025Q4: 9,870 shares 9,870 $685K <0.01% +51 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,932 shares; 2025Q3: 21,567 shares; 2025Q4: 20,876 shares 20,876 $685K <0.01% -691 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,952 shares; 2024Q4: 10,709 shares; 2025Q1: 11,922 shares; 2025Q2: 9,630 shares; 2025Q3: 10,064 shares; 2025Q4: 12,228 shares 12,228 $682K <0.01% +2,164 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,408 shares 10,408 $681K <0.01% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,581 shares 7,581 $680K <0.01% new Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,013 shares; 2024Q4: 146,850 shares; 2025Q1: 178,749 shares; 2025Q2: 180,000 shares; 2025Q3: 152,981 shares; 2025Q4: 33,047 shares 33,047 $678K <0.01% -119,934 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,768 shares; 2024Q4: 10,861 shares; 2025Q1: 10,927 shares; 2025Q2: 10,823 shares; 2025Q3: not reported; 2025Q4: 14,228 shares 14,228 $678K <0.01% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,383 shares; 2025Q2: 5,093 shares; 2025Q3: 6,824 shares; 2025Q4: 7,123 shares 7,123 $669K <0.01% +299 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 7,872 shares; 2025Q1: 7,766 shares; 2025Q2: 8,134 shares; 2025Q3: 7,338 shares; 2025Q4: 6,610 shares 6,610 $667K <0.01% -728 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,464 shares; 2024Q4: 107,586 shares; 2025Q1: 12,633 shares; 2025Q2: 11,556 shares; 2025Q3: 11,556 shares; 2025Q4: 9,713 shares 9,713 $665K <0.01% -1,843 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 575 shares; 2025Q1: 574 shares; 2025Q2: 586 shares; 2025Q3: 590 shares; 2025Q4: 547 shares 547 $665K <0.01% -43 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,263 shares; 2024Q4: 23,961 shares; 2025Q1: 27,039 shares; 2025Q2: 18,912 shares; 2025Q3: 17,039 shares; 2025Q4: 13,619 shares 13,619 $663K <0.01% -3,420 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,325 shares; 2025Q1: 1,859 shares; 2025Q2: 1,689 shares; 2025Q3: 1,977 shares; 2025Q4: 2,863 shares 2,863 $659K <0.01% +886 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 3,166 shares 3,166 $656K <0.01% +2,219 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,396 shares; 2024Q4: 8,977 shares; 2025Q1: 8,947 shares; 2025Q2: 9,854 shares; 2025Q3: 9,915 shares; 2025Q4: 10,205 shares 10,205 $654K <0.01% +290 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 13,760 shares; 2025Q1: 23,417 shares; 2025Q2: 24,862 shares; 2025Q3: 25,560 shares; 2025Q4: 24,593 shares 24,593 $653K <0.01% -967 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 7,794 shares; 2025Q1: 6,448 shares; 2025Q2: 6,832 shares; 2025Q3: 6,104 shares; 2025Q4: 10,091 shares 10,091 $652K <0.01% +3,987 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,410 shares; 2025Q1: 2,432 shares; 2025Q2: 3,126 shares; 2025Q3: 4,921 shares; 2025Q4: 5,552 shares 5,552 $651K <0.01% +631 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 15,769 shares; 2025Q1: 16,250 shares; 2025Q2: 17,202 shares; 2025Q3: 20,363 shares; 2025Q4: 24,572 shares 24,572 $651K <0.01% +4,209 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 1,894 shares; 2025Q1: 1,902 shares; 2025Q2: 2,068 shares; 2025Q3: 2,431 shares; 2025Q4: 2,399 shares 2,399 $651K <0.01% -32 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,690 shares; 2024Q4: 20,567 shares; 2025Q1: 12,925 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,688 shares 13,688 $649K <0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 15,430 shares; 2025Q1: 15,517 shares; 2025Q2: 14,670 shares; 2025Q3: 14,586 shares; 2025Q4: 14,237 shares 14,237 $648K <0.01% -349 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,472 shares; 2025Q3: 25,802 shares; 2025Q4: 23,679 shares 23,679 $646K <0.01% -2,123 Timeline IUS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 5,950 shares; 2025Q1: 17,152 shares; 2025Q2: 15,981 shares; 2025Q3: 13,756 shares; 2025Q4: 11,269 shares 11,269 $644K <0.01% -2,487 Timeline BSMY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,037 shares; 2025Q3: 25,910 shares; 2025Q4: 26,141 shares 26,141 $643K <0.01% +231 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,357 shares; 2025Q2: 21,720 shares; 2025Q3: 25,802 shares; 2025Q4: 28,525 shares 28,525 $641K <0.01% +2,723 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,235 shares; 2025Q4: 14,540 shares 14,540 $637K <0.01% +2,305 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,657 shares; 2025Q4: 6,933 shares 6,933 $637K <0.01% +276 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,567 shares; 2024Q4: 5,646 shares; 2025Q1: 7,318 shares; 2025Q2: 8,317 shares; 2025Q3: 9,945 shares; 2025Q4: 11,880 shares 11,880 $637K <0.01% +1,935 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,674 shares; 2025Q1: 1,466 shares; 2025Q2: 1,686 shares; 2025Q3: 1,776 shares; 2025Q4: 2,188 shares 2,188 $632K <0.01% +412 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,363 shares; 2024Q4: 33,363 shares; 2025Q1: 28,863 shares; 2025Q2: 24,763 shares; 2025Q3: 22,863 shares; 2025Q4: 22,873 shares 22,873 $629K <0.01% +10 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 7,039 shares; 2025Q1: 9,750 shares; 2025Q2: 9,878 shares; 2025Q3: 10,373 shares; 2025Q4: 10,387 shares 10,387 $627K <0.01% +14 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 1,861 shares; 2025Q4: 4,346 shares 4,346 $624K <0.01% +2,485 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,930 shares 18,930 $623K <0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 6,449 shares; 2025Q1: 7,138 shares; 2025Q2: 8,895 shares; 2025Q3: 10,612 shares; 2025Q4: 9,284 shares 9,284 $622K <0.01% -1,328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,248 shares; 2025Q1: 6,413 shares; 2025Q2: 5,298 shares; 2025Q3: 5,212 shares; 2025Q4: 4,588 shares 4,588 $620K <0.01% -624 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,929 shares; 2025Q1: 2,135 shares; 2025Q2: 2,718 shares; 2025Q3: 2,958 shares; 2025Q4: 3,010 shares 3,010 $617K <0.01% +52 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,672 shares 12,672 $616K <0.01% new Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,509 shares; 2024Q4: 18,339 shares; 2025Q1: 24,391 shares; 2025Q2: 30,732 shares; 2025Q3: 39,087 shares; 2025Q4: 39,628 shares 39,628 $613K <0.01% +541 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 3,265 shares; 2025Q4: 3,310 shares 3,310 $611K <0.01% +45 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,017 shares; 2024Q4: 39,527 shares; 2025Q1: 27,705 shares; 2025Q2: 30,950 shares; 2025Q3: 19,069 shares; 2025Q4: 14,731 shares 14,731 $606K <0.01% -4,338 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,827 shares 11,827 $605K <0.01% new Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,393 shares; 2025Q4: 10,609 shares 10,609 $605K <0.01% +4,216 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 3,151 shares; 2025Q1: 4,319 shares; 2025Q2: 4,476 shares; 2025Q3: 5,412 shares; 2025Q4: 5,848 shares 5,848 $605K <0.01% +436 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,784 shares; 2025Q3: 14,759 shares; 2025Q4: 25,164 shares 25,164 $604K <0.01% +10,405 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,871 shares; 2024Q4: 12,873 shares; 2025Q1: 12,958 shares; 2025Q2: 13,710 shares; 2025Q3: 8,310 shares; 2025Q4: 7,165 shares 7,165 $602K <0.01% -1,145 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 8,573 shares; 2025Q1: 8,624 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares; 2025Q4: 8,373 shares 8,373 $601K <0.01% -200 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 763 shares; 2025Q1: 723 shares; 2025Q2: 765 shares; 2025Q3: 1,045 shares; 2025Q4: 1,285 shares 1,285 $600K <0.01% +240 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,000 shares; 2024Q4: 54,755 shares; 2025Q1: 53,776 shares; 2025Q2: 40,727 shares; 2025Q3: 40,479 shares; 2025Q4: 17,480 shares 17,480 $596K <0.01% -22,999 Timeline AVGE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,851 shares 6,851 $589K <0.01% new Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,591 shares; 2024Q4: 58,509 shares; 2025Q1: 26,293 shares; 2025Q2: 26,922 shares; 2025Q3: 27,147 shares; 2025Q4: 28,699 shares 28,699 $587K <0.01% +1,552 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,032 shares; 2025Q2: 5,853 shares; 2025Q3: 5,546 shares; 2025Q4: 10,986 shares 10,986 $586K <0.01% +5,440 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,843 shares; 2025Q1: 2,001 shares; 2025Q2: 1,891 shares; 2025Q3: 1,906 shares; 2025Q4: 2,055 shares 2,055 $586K <0.01% +149 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: 11,456 shares; 2025Q1: 14,023 shares; 2025Q2: 13,703 shares; 2025Q3: 13,713 shares; 2025Q4: 13,400 shares 13,400 $586K <0.01% -313 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,071 shares; 2025Q2: 1,480 shares; 2025Q3: 2,201 shares; 2025Q4: 2,621 shares 2,621 $585K <0.01% +420 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 3,519 shares; 2025Q4: 2,564 shares 2,564 $585K <0.01% -955 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,236 shares; 2025Q3: 35,245 shares; 2025Q4: 35,245 shares 35,245 $580K <0.01% 0 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,473 shares; 2024Q4: 30,381 shares; 2025Q1: 30,599 shares; 2025Q2: 34,664 shares; 2025Q3: 51,502 shares; 2025Q4: 53,080 shares 53,080 $580K <0.01% +1,578 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,104 shares 12,104 $579K <0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,686 shares; 2025Q1: 2,624 shares; 2025Q2: 2,767 shares; 2025Q3: 2,827 shares; 2025Q4: 2,958 shares 2,958 $573K <0.01% +131 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,008 shares 26,008 $570K <0.01% new Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,845 shares; 2024Q4: 5,349 shares; 2025Q1: 7,682 shares; 2025Q2: 7,859 shares; 2025Q3: 7,700 shares; 2025Q4: 5,379 shares 5,379 $568K <0.01% -2,321 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,188 shares; 2024Q4: 40,386 shares; 2025Q1: 40,694 shares; 2025Q2: 37,579 shares; 2025Q3: 34,104 shares; 2025Q4: 24,292 shares 24,292 $567K <0.01% -9,812 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,663 shares; 2025Q1: 5,551 shares; 2025Q2: 20,116 shares; 2025Q3: 25,101 shares; 2025Q4: 19,723 shares 19,723 $566K <0.01% -5,378 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 10,230 shares; 2025Q1: 11,917 shares; 2025Q2: 18,269 shares; 2025Q3: 19,095 shares; 2025Q4: 21,386 shares 21,386 $565K <0.01% +2,291 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,362 shares; 2024Q4: 11,384 shares; 2025Q1: 11,406 shares; 2025Q2: 10,174 shares; 2025Q3: 10,200 shares; 2025Q4: 10,227 shares 10,227 $565K <0.01% +27 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 4,649 shares; 2025Q1: 3,940 shares; 2025Q2: 4,456 shares; 2025Q3: 4,675 shares; 2025Q4: 5,042 shares 5,042 $564K <0.01% +367 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,085 shares; 2025Q1: 16,118 shares; 2025Q2: 13,343 shares; 2025Q3: 14,267 shares; 2025Q4: 16,363 shares 16,363 $561K <0.01% +2,096 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,591 shares; 2025Q4: 14,613 shares 14,613 $561K <0.01% +7,022 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,697 shares; 2024Q4: 14,586 shares; 2025Q1: 14,310 shares; 2025Q2: 11,258 shares; 2025Q3: 11,627 shares; 2025Q4: 13,715 shares 13,715 $557K <0.01% +2,088 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,833 shares; 2025Q4: 17,341 shares 17,341 $557K <0.01% +1,508 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,590 shares; 2025Q2: 10,207 shares; 2025Q3: 15,083 shares; 2025Q4: 15,776 shares 15,776 $551K <0.01% +693 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,167 shares; 2024Q4: 7,221 shares; 2025Q1: 8,487 shares; 2025Q2: 8,487 shares; 2025Q3: 8,760 shares; 2025Q4: 8,020 shares 8,020 $548K <0.01% -740 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,189 shares 30,189 $548K <0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,145 shares 8,145 $546K <0.01% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,926 shares; 2025Q2: 11,711 shares; 2025Q3: 12,341 shares; 2025Q4: 14,893 shares 14,893 $545K <0.01% +2,552 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,102 shares; 2025Q3: 7,336 shares; 2025Q4: 7,072 shares 7,072 $542K <0.01% -264 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 6,777 shares; 2025Q1: 10,630 shares; 2025Q2: 18,529 shares; 2025Q3: 22,211 shares; 2025Q4: 10,029 shares 10,029 $540K <0.01% -12,182 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,739 shares; 2025Q2: 20,451 shares; 2025Q3: 20,726 shares; 2025Q4: 20,825 shares 20,825 $537K <0.01% +99 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 196 shares; 2025Q4: 250 shares 250 $537K <0.01% +54 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,707 shares; 2024Q4: 4,830 shares; 2025Q1: 8,320 shares; 2025Q2: 8,769 shares; 2025Q3: 7,389 shares; 2025Q4: 5,987 shares 5,987 $534K <0.01% -1,402 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 3,570 shares; 2025Q1: 3,443 shares; 2025Q2: 6,128 shares; 2025Q3: 6,298 shares; 2025Q4: 7,403 shares 7,403 $534K <0.01% +1,105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,964 shares; 2025Q1: 2,518 shares; 2025Q2: 2,602 shares; 2025Q3: 4,247 shares; 2025Q4: 4,140 shares 4,140 $534K <0.01% -107 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,092 shares 1,092 $532K <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,392 shares; 2025Q1: 1,408 shares; 2025Q2: 1,551 shares; 2025Q3: 1,700 shares; 2025Q4: 1,553 shares 1,553 $525K <0.01% -147 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,762 shares; 2025Q3: 1,768 shares; 2025Q4: 2,309 shares 2,309 $523K <0.01% +541 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,697 shares 3,697 $523K <0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,125 shares 31,125 $521K <0.01% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,317 shares; 2024Q4: 15,317 shares; 2025Q1: 15,317 shares; 2025Q2: 5,967 shares; 2025Q3: 7,760 shares; 2025Q4: 7,889 shares 7,889 $520K <0.01% +129 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 180 shares; 2025Q1: 196 shares; 2025Q2: 229 shares; 2025Q3: 321 shares; 2025Q4: 390 shares 390 $519K <0.01% +69 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,889 shares; 2025Q1: 12,898 shares; 2025Q2: 11,214 shares; 2025Q3: 14,221 shares; 2025Q4: 15,670 shares 15,670 $518K <0.01% +1,449 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,257 shares; 2025Q1: 3,359 shares; 2025Q2: 3,284 shares; 2025Q3: 3,104 shares; 2025Q4: 4,747 shares 4,747 $515K <0.01% +1,643 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,319 shares; 2024Q4: 4,388 shares; 2025Q1: 5,595 shares; 2025Q2: 6,232 shares; 2025Q3: 7,092 shares; 2025Q4: 7,360 shares 7,360 $515K <0.01% +268 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,345 shares; 2025Q4: 7,148 shares 7,148 $513K <0.01% +2,803 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,112 shares 2,112 $513K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,486 shares; 2024Q4: 38,589 shares; 2025Q1: 37,953 shares; 2025Q2: 39,814 shares; 2025Q3: 41,408 shares; 2025Q4: 41,192 shares 41,192 $513K <0.01% -216 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,256 shares; 2025Q2: 12,986 shares; 2025Q3: 13,603 shares; 2025Q4: 14,411 shares 14,411 $513K <0.01% +808 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 9,718 shares; 2025Q1: 9,371 shares; 2025Q2: 8,092 shares; 2025Q3: 7,743 shares; 2025Q4: 8,542 shares 8,542 $513K <0.01% +799 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,478 shares; 2025Q2: 20,851 shares; 2025Q3: 21,017 shares; 2025Q4: 21,192 shares 21,192 $512K <0.01% +175 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,513 shares; 2024Q4: 20,963 shares; 2025Q1: 17,363 shares; 2025Q2: 38,037 shares; 2025Q3: 36,537 shares; 2025Q4: 35,637 shares 35,637 $512K <0.01% -900 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 6,477 shares; 2025Q1: 9,052 shares; 2025Q2: 9,604 shares; 2025Q3: 8,778 shares; 2025Q4: 9,986 shares 9,986 $510K <0.01% +1,208 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,191 shares; 2024Q4: 41,844 shares; 2025Q1: 55,421 shares; 2025Q2: 55,958 shares; 2025Q3: 56,008 shares; 2025Q4: 54,635 shares 54,635 $508K <0.01% -1,373 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,053 shares; 2025Q3: 17,679 shares; 2025Q4: 19,757 shares 19,757 $506K <0.01% +2,078 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 6,398 shares; 2025Q1: 6,898 shares; 2025Q2: 6,889 shares; 2025Q3: 6,889 shares; 2025Q4: 6,889 shares 6,889 $505K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,934 shares; 2025Q3: 7,364 shares; 2025Q4: 5,055 shares 5,055 $505K <0.01% -2,309 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,382 shares 8,382 $503K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 10,249 shares; 2025Q1: 11,159 shares; 2025Q2: 12,132 shares; 2025Q3: 12,763 shares; 2025Q4: 13,864 shares 13,864 $503K <0.01% +1,101 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,195 shares; 2025Q4: 20,970 shares 20,970 $503K <0.01% +7,775 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,358 shares; 2024Q4: 17,681 shares; 2025Q1: 19,673 shares; 2025Q2: 19,878 shares; 2025Q3: 23,864 shares; 2025Q4: 25,289 shares 25,289 $502K <0.01% +1,425 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,117 shares; 2024Q4: 15,117 shares; 2025Q1: 14,919 shares; 2025Q2: 13,121 shares; 2025Q3: 13,226 shares; 2025Q4: 13,226 shares 13,226 $500K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,111 shares 6,111 $499K <0.01% new Timeline CAM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,686 shares 19,686 $494K <0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,873 shares; 2025Q1: 1,794 shares; 2025Q2: 1,910 shares; 2025Q3: 1,971 shares; 2025Q4: 2,875 shares 2,875 $490K <0.01% +904 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,560 shares; 2025Q4: 19,077 shares 19,077 $489K <0.01% -483 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,831 shares; 2025Q1: 4,467 shares; 2025Q2: 6,270 shares; 2025Q3: 6,986 shares; 2025Q4: 6,994 shares 6,994 $488K <0.01% +8 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,250 shares; 2024Q4: 37,255 shares; 2025Q1: 37,265 shares; 2025Q2: 37,273 shares; 2025Q3: 37,282 shares; 2025Q4: 43,278 shares 43,278 $488K <0.01% +5,996 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,592 shares; 2025Q2: 4,632 shares; 2025Q3: 4,475 shares; 2025Q4: 5,328 shares 5,328 $487K <0.01% +853 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,028 shares 22,028 $486K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 7,649 shares; 2025Q1: 8,387 shares; 2025Q2: 11,497 shares; 2025Q3: 12,349 shares; 2025Q4: 13,420 shares 13,420 $486K <0.01% +1,071 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,367 shares; 2025Q3: 12,592 shares; 2025Q4: 13,934 shares 13,934 $485K <0.01% +1,342 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,530 shares; 2025Q2: 13,496 shares; 2025Q3: 13,296 shares; 2025Q4: 13,296 shares 13,296 $484K <0.01% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,685 shares 5,685 $484K <0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,758 shares; 2025Q1: 3,357 shares; 2025Q2: 3,617 shares; 2025Q3: 3,829 shares; 2025Q4: 3,503 shares 3,503 $483K <0.01% -326 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,741 shares; 2025Q1: 4,742 shares; 2025Q2: 5,043 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares 4,460 $481K <0.01% 0 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,146 shares; 2025Q1: 2,907 shares; 2025Q2: 2,893 shares; 2025Q3: 3,712 shares; 2025Q4: 3,799 shares 3,799 $480K <0.01% +87 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,595 shares; 2024Q4: 10,052 shares; 2025Q1: 7,995 shares; 2025Q2: 8,780 shares; 2025Q3: 7,744 shares; 2025Q4: 5,692 shares 5,692 $480K <0.01% -2,052 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,877 shares; 2024Q4: 25,680 shares; 2025Q1: 21,947 shares; 2025Q2: 14,371 shares; 2025Q3: 13,712 shares; 2025Q4: 10,106 shares 10,106 $479K <0.01% -3,606 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,373 shares; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 3,179 shares 3,179 $478K <0.01% +1,192 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 7,366 shares; 2025Q1: 7,216 shares; 2025Q2: 7,218 shares; 2025Q3: 7,218 shares; 2025Q4: 7,212 shares 7,212 $477K <0.01% -6 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,423 shares; 2024Q4: 35,737 shares; 2025Q1: 35,737 shares; 2025Q2: 35,737 shares; 2025Q3: 35,737 shares; 2025Q4: 45,098 shares 45,098 $477K <0.01% +9,361 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,457 shares; 2024Q4: 7,889 shares; 2025Q1: 9,361 shares; 2025Q2: 4,844 shares; 2025Q3: 4,652 shares; 2025Q4: 4,281 shares 4,281 $475K <0.01% -371 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,410 shares; 2025Q2: 7,847 shares; 2025Q3: 11,651 shares; 2025Q4: 9,746 shares 9,746 $475K <0.01% -1,905 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 4,317 shares; 2025Q1: 3,879 shares; 2025Q2: 10,358 shares; 2025Q3: 10,694 shares; 2025Q4: 11,815 shares 11,815 $474K <0.01% +1,121 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,715 shares; 2024Q4: 21,820 shares; 2025Q1: 23,239 shares; 2025Q2: 28,717 shares; 2025Q3: 22,071 shares; 2025Q4: 20,262 shares 20,262 $474K <0.01% -1,809 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,103 shares; 2024Q4: 14,124 shares; 2025Q1: 11,527 shares; 2025Q2: 9,289 shares; 2025Q3: 9,225 shares; 2025Q4: 9,894 shares 9,894 $470K <0.01% +669 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 796 shares; 2025Q1: 1,089 shares; 2025Q2: 1,182 shares; 2025Q3: 1,283 shares; 2025Q4: 1,220 shares 1,220 $468K <0.01% -63 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 6,471 shares; 2025Q1: 7,966 shares; 2025Q2: 9,803 shares; 2025Q3: 11,973 shares; 2025Q4: 11,576 shares 11,576 $465K <0.01% -397 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,953 shares; 2024Q4: 12,285 shares; 2025Q1: 11,117 shares; 2025Q2: 12,804 shares; 2025Q3: 13,906 shares; 2025Q4: 13,889 shares 13,889 $465K <0.01% -17 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,332 shares; 2025Q4: 6,266 shares 6,266 $464K <0.01% +2,934 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: 10,009 shares; 2025Q1: 11,222 shares; 2025Q2: 10,530 shares; 2025Q3: 10,517 shares; 2025Q4: 10,290 shares 10,290 $461K <0.01% -227 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,164 shares 12,164 $459K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,913 shares; 2024Q4: 13,926 shares; 2025Q1: 15,148 shares; 2025Q2: 17,971 shares; 2025Q3: 17,350 shares; 2025Q4: 11,637 shares 11,637 $458K <0.01% -5,713 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,577 shares; 2024Q4: 100,107 shares; 2025Q1: 153,040 shares; 2025Q2: 89,732 shares; 2025Q3: 87,872 shares; 2025Q4: 20,339 shares 20,339 $458K <0.01% -67,533 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,614 shares; 2025Q4: 6,767 shares 6,767 $458K <0.01% +153 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,284 shares 12,284 $456K <0.01% new Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,506 shares; 2025Q3: 3,757 shares; 2025Q4: 5,372 shares 5,372 $451K <0.01% +1,615 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 965 shares; 2025Q1: 903 shares; 2025Q2: 7,405 shares; 2025Q3: 1,679 shares; 2025Q4: 1,273 shares 1,273 $449K <0.01% -406 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,461 shares; 2025Q1: not reported; 2025Q2: 4,528 shares; 2025Q3: 6,806 shares; 2025Q4: 7,033 shares 7,033 $449K <0.01% +227 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,248 shares; 2024Q4: 65,113 shares; 2025Q1: 64,459 shares; 2025Q2: 85,878 shares; 2025Q3: 77,798 shares; 2025Q4: 32,687 shares 32,687 $447K <0.01% -45,111 Timeline UAE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,897 shares; 2024Q4: 15,897 shares; 2025Q1: 24,630 shares; 2025Q2: 23,230 shares; 2025Q3: 23,230 shares; 2025Q4: 23,335 shares 23,335 $446K <0.01% +105 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 8,992 shares; 2025Q3: 9,092 shares; 2025Q4: 6,097 shares 6,097 $444K <0.01% -2,995 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,565 shares; 2024Q4: 8,169 shares; 2025Q1: 9,109 shares; 2025Q2: 10,479 shares; 2025Q3: 12,348 shares; 2025Q4: 9,423 shares 9,423 $444K <0.01% -2,925 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,536 shares; 2024Q4: 8,816 shares; 2025Q1: 6,132 shares; 2025Q2: 6,122 shares; 2025Q3: 6,076 shares; 2025Q4: 5,932 shares 5,932 $442K <0.01% -144 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,480 shares; 2025Q1: 5,646 shares; 2025Q2: 5,800 shares; 2025Q3: 6,511 shares; 2025Q4: 5,478 shares 5,478 $440K <0.01% -1,033 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: 3,849 shares; 2025Q1: 4,695 shares; 2025Q2: 5,081 shares; 2025Q3: 5,055 shares; 2025Q4: 5,133 shares 5,133 $438K <0.01% +78 Timeline OMFS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,293 shares; 2024Q4: 8,390 shares; 2025Q1: 8,042 shares; 2025Q2: 8,649 shares; 2025Q3: 9,425 shares; 2025Q4: 9,726 shares 9,726 $433K <0.01% +301 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,034 shares; 2024Q4: 26,538 shares; 2025Q1: 19,228 shares; 2025Q2: 22,378 shares; 2025Q3: 17,675 shares; 2025Q4: 14,973 shares 14,973 $432K <0.01% -2,702 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,363 shares 6,363 $430K <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 3,800 shares; 2025Q1: not reported; 2025Q2: 3,020 shares; 2025Q3: 2,895 shares; 2025Q4: 5,310 shares 5,310 $430K <0.01% +2,415 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,732 shares; 2025Q1: 1,795 shares; 2025Q2: 2,304 shares; 2025Q3: 3,039 shares; 2025Q4: 2,842 shares 2,842 $430K <0.01% -197 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,098 shares; 2025Q1: 8,098 shares; 2025Q2: 8,098 shares; 2025Q3: 7,998 shares; 2025Q4: 7,998 shares 7,998 $430K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,696 shares; 2025Q4: 1,515 shares 1,515 $429K <0.01% -181 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,712 shares; 2025Q4: 6,609 shares 6,609 $429K <0.01% +2,897 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 11,003 shares; 2025Q1: 11,222 shares; 2025Q2: 15,181 shares; 2025Q3: 15,411 shares; 2025Q4: 15,680 shares 15,680 $428K <0.01% +269 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,470 shares; 2025Q1: 19,470 shares; 2025Q2: 19,470 shares; 2025Q3: 26,511 shares; 2025Q4: 17,091 shares 17,091 $426K <0.01% -9,420 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,589 shares; 2025Q1: 1,649 shares; 2025Q2: 2,515 shares; 2025Q3: 1,806 shares; 2025Q4: 1,725 shares 1,725 $426K <0.01% -81 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: 4,131 shares; 2025Q1: 3,681 shares; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 4,347 shares 4,347 $425K <0.01% +182 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,259 shares; 2025Q2: 10,736 shares; 2025Q3: 14,653 shares; 2025Q4: 18,935 shares 18,935 $423K <0.01% +4,282 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,094 shares; 2025Q4: 4,106 shares 4,106 $422K <0.01% +2,012 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,755 shares; 2025Q4: 15,537 shares 15,537 $422K <0.01% +2,782 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,452 shares; 2024Q4: 11,622 shares; 2025Q1: 13,122 shares; 2025Q2: not reported; 2025Q3: 10,122 shares; 2025Q4: 21,622 shares 21,622 $418K <0.01% +11,500 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,005 shares 20,005 $417K <0.01% new Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,769 shares; 2025Q4: 6,405 shares 6,405 $416K <0.01% +636 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: 15,147 shares; 2025Q1: 14,811 shares; 2025Q2: 15,159 shares; 2025Q3: 15,235 shares; 2025Q4: 4,770 shares 4,770 $415K <0.01% -10,465 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 7,787 shares; 2025Q2: 3,509 shares; 2025Q3: 3,392 shares; 2025Q4: 3,308 shares 3,308 $415K <0.01% -84 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 5,126 shares; 2025Q1: 5,822 shares; 2025Q2: 6,664 shares; 2025Q3: 6,505 shares; 2025Q4: 8,281 shares 8,281 $414K <0.01% +1,776 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,087 shares; 2025Q1: 4,548 shares; 2025Q2: 4,628 shares; 2025Q3: 4,467 shares; 2025Q4: 4,185 shares 4,185 $414K <0.01% -282 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,059 shares; 2025Q1: 5,243 shares; 2025Q2: 7,344 shares; 2025Q3: 7,672 shares; 2025Q4: 6,791 shares 6,791 $412K <0.01% -881 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,203 shares; 2025Q1: 1,915 shares; 2025Q2: 2,110 shares; 2025Q3: 2,223 shares; 2025Q4: 3,109 shares 3,109 $412K <0.01% +886 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,694 shares; 2024Q4: 10,919 shares; 2025Q1: 12,779 shares; 2025Q2: 13,279 shares; 2025Q3: 13,496 shares; 2025Q4: 15,512 shares 15,512 $412K <0.01% +2,016 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: 3,841 shares; 2025Q3: 4,847 shares; 2025Q4: 6,126 shares 6,126 $411K <0.01% +1,279 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,639 shares; 2024Q4: 41,515 shares; 2025Q1: 43,128 shares; 2025Q2: 48,243 shares; 2025Q3: 51,419 shares; 2025Q4: 31,885 shares 31,885 $411K <0.01% -19,534 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,714 shares; 2025Q3: 12,187 shares; 2025Q4: 7,192 shares 7,192 $409K <0.01% -4,995 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,646 shares; 2025Q4: 18,210 shares 18,210 $408K <0.01% +564 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 2,401 shares; 2025Q1: 2,339 shares; 2025Q2: 2,358 shares; 2025Q3: 2,203 shares; 2025Q4: 2,102 shares 2,102 $408K <0.01% -101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,271 shares; 2025Q1: not reported; 2025Q2: 399 shares; 2025Q3: 594 shares; 2025Q4: 437 shares 437 $408K <0.01% -157 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 885 shares; 2025Q1: 1,177 shares; 2025Q2: 1,280 shares; 2025Q3: 1,605 shares; 2025Q4: 1,460 shares 1,460 $407K <0.01% -145 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,952 shares; 2025Q4: 6,962 shares 6,962 $407K <0.01% +10 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,560 shares; 2024Q4: not reported; 2025Q1: 33,387 shares; 2025Q2: 46,377 shares; 2025Q3: 50,208 shares; 2025Q4: 40,355 shares 40,355 $402K <0.01% -9,853 Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,314 shares; 2025Q2: 60,814 shares; 2025Q3: 82,279 shares; 2025Q4: 48,379 shares 48,379 $402K <0.01% -33,900 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,960 shares; 2024Q4: 12,333 shares; 2025Q1: 12,119 shares; 2025Q2: 10,373 shares; 2025Q3: 9,684 shares; 2025Q4: 7,024 shares 7,024 $401K <0.01% -2,660 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 5,452 shares; 2025Q1: 6,908 shares; 2025Q2: 5,948 shares; 2025Q3: 6,828 shares; 2025Q4: 6,150 shares 6,150 $399K <0.01% -678 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,272 shares; 2024Q4: 37,959 shares; 2025Q1: 37,739 shares; 2025Q2: 30,822 shares; 2025Q3: 32,452 shares; 2025Q4: 39,771 shares 39,771 $397K <0.01% +7,319 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 5,232 shares; 2025Q1: 5,232 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $397K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,035 shares; 2025Q3: 3,076 shares; 2025Q4: 2,903 shares 2,903 $397K <0.01% -173 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,000 shares; 2025Q1: 1,066 shares; 2025Q2: 1,713 shares; 2025Q3: 1,836 shares; 2025Q4: 1,630 shares 1,630 $396K <0.01% -206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 16,367 shares; 2025Q1: 16,743 shares; 2025Q2: 16,759 shares; 2025Q3: 16,607 shares; 2025Q4: 7,743 shares 7,743 $396K <0.01% -8,864 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: 967 shares; 2025Q4: 1,162 shares 1,162 $395K <0.01% +195 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,033 shares 6,033 $395K <0.01% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,679 shares; 2025Q4: 8,186 shares 8,186 $394K <0.01% +3,507 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,513 shares; 2025Q3: 12,013 shares; 2025Q4: 8,864 shares 8,864 $392K <0.01% -3,149 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,895 shares; 2025Q1: 2,181 shares; 2025Q2: 2,044 shares; 2025Q3: 2,168 shares; 2025Q4: 1,976 shares 1,976 $391K <0.01% -192 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares 3,850 $391K <0.01% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,388 shares; 2025Q2: 6,501 shares; 2025Q3: 5,690 shares; 2025Q4: 7,351 shares 7,351 $391K <0.01% +1,661 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,455 shares; 2025Q3: 3,516 shares; 2025Q4: 3,735 shares 3,735 $390K <0.01% +219 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 5,347 shares; 2025Q1: 3,959 shares; 2025Q2: 5,807 shares; 2025Q3: 6,083 shares; 2025Q4: 6,058 shares 6,058 $390K <0.01% -25 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,174 shares; 2025Q1: 6,325 shares; 2025Q2: 7,447 shares; 2025Q3: 8,013 shares; 2025Q4: 9,686 shares 9,686 $389K <0.01% +1,673 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,098 shares; 2024Q4: 61,098 shares; 2025Q1: 63,099 shares; 2025Q2: 63,099 shares; 2025Q3: 63,100 shares; 2025Q4: 63,100 shares 63,100 $389K <0.01% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 3,788 shares; 2025Q1: 4,997 shares; 2025Q2: 5,961 shares; 2025Q3: 5,577 shares; 2025Q4: 4,610 shares 4,610 $388K <0.01% -967 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,117 shares; 2024Q4: 107,366 shares; 2025Q1: 86,026 shares; 2025Q2: 58,796 shares; 2025Q3: 4,090 shares; 2025Q4: 4,104 shares 4,104 $387K <0.01% +14 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,187 shares; 2025Q3: 4,872 shares; 2025Q4: 4,294 shares 4,294 $387K <0.01% -578 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,283 shares 18,283 $386K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,624 shares 12,624 $385K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,018 shares; 2024Q4: 54,308 shares; 2025Q1: 46,575 shares; 2025Q2: 45,962 shares; 2025Q3: 57,649 shares; 2025Q4: 33,702 shares 33,702 $385K <0.01% -23,947 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 9,986 shares; 2025Q1: 2,148 shares; 2025Q2: 2,043 shares; 2025Q3: 1,825 shares; 2025Q4: 1,852 shares 1,852 $384K <0.01% +27 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,210 shares; 2025Q3: 17,811 shares; 2025Q4: 18,230 shares 18,230 $383K <0.01% +419 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,995 shares; 2024Q4: 14,234 shares; 2025Q1: 13,809 shares; 2025Q2: 12,685 shares; 2025Q3: 22,129 shares; 2025Q4: 18,008 shares 18,008 $382K <0.01% -4,121 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,721 shares; 2024Q4: not reported; 2025Q1: 26,398 shares; 2025Q2: 32,646 shares; 2025Q3: 30,221 shares; 2025Q4: 28,700 shares 28,700 $381K <0.01% -1,521 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,670 shares; 2024Q4: 8,670 shares; 2025Q1: 9,820 shares; 2025Q2: 4,740 shares; 2025Q3: 5,205 shares; 2025Q4: 6,313 shares 6,313 $381K <0.01% +1,108 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,330 shares; 2025Q3: 4,479 shares; 2025Q4: 5,841 shares 5,841 $380K <0.01% +1,362 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,256 shares; 2024Q4: 35,371 shares; 2025Q1: 34,634 shares; 2025Q2: 23,801 shares; 2025Q3: 26,560 shares; 2025Q4: 25,524 shares 25,524 $380K <0.01% -1,036 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,164 shares; 2024Q4: 18,127 shares; 2025Q1: 8,080 shares; 2025Q2: 4,443 shares; 2025Q3: 4,047 shares; 2025Q4: 3,899 shares 3,899 $377K <0.01% -148 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 3,605 shares; 2025Q2: 3,592 shares; 2025Q3: 3,689 shares; 2025Q4: 4,252 shares 4,252 $375K <0.01% +563 Timeline INCM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,511 shares; 2025Q3: 14,247 shares; 2025Q4: 13,369 shares 13,369 $375K <0.01% -878 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,707 shares 3,707 $374K <0.01% new Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,504 shares; 2025Q1: 4,516 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,900 shares 4,900 $373K <0.01% +400 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,319 shares; 2025Q4: 13,744 shares 13,744 $372K <0.01% +5,425 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,553 shares; 2025Q4: 14,612 shares 14,612 $372K <0.01% +6,059 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,713 shares; 2025Q1: 3,739 shares; 2025Q2: 4,366 shares; 2025Q3: 4,368 shares; 2025Q4: 5,197 shares 5,197 $372K <0.01% +829 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,074 shares 6,074 $372K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,934 shares; 2025Q1: 2,110 shares; 2025Q2: 2,067 shares; 2025Q3: 2,755 shares; 2025Q4: 2,714 shares 2,714 $370K <0.01% -41 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,536 shares; 2025Q1: 4,267 shares; 2025Q2: 4,337 shares; 2025Q3: 4,520 shares; 2025Q4: 5,001 shares 5,001 $369K <0.01% +481 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,342 shares; 2024Q4: 52,542 shares; 2025Q1: 72,863 shares; 2025Q2: 51,213 shares; 2025Q3: 38,988 shares; 2025Q4: 22,110 shares 22,110 $362K <0.01% -16,878 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,190 shares; 2025Q1: 2,734 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,771 shares 3,771 $362K <0.01% new Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,461 shares 12,461 $359K <0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 682 shares; 2025Q1: 636 shares; 2025Q2: 734 shares; 2025Q3: 1,266 shares; 2025Q4: 730 shares 730 $358K <0.01% -536 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares 1,149 $357K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,045 shares; 2025Q4: 47,427 shares 47,427 $357K <0.01% +12,382 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,041 shares; 2025Q1: 2,056 shares; 2025Q2: 2,210 shares; 2025Q3: 2,172 shares; 2025Q4: 1,099 shares 1,099 $356K <0.01% -1,073 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,094 shares; 2025Q1: 3,304 shares; 2025Q2: 3,174 shares; 2025Q3: 3,408 shares; 2025Q4: 2,471 shares 2,471 $356K <0.01% -937 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,850 shares 9,850 $355K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,098 shares; 2025Q4: 2,966 shares 2,966 $355K <0.01% +868 Timeline BSJW 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,703 shares 13,703 $353K <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,233 shares; 2025Q1: not reported; 2025Q2: 3,082 shares; 2025Q3: 3,179 shares; 2025Q4: 4,235 shares 4,235 $353K <0.01% +1,056 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,309 shares 3,309 $353K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,735 shares; 2025Q4: 2,160 shares 2,160 $353K <0.01% +425 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,000 shares; 2024Q4: 84,000 shares; 2025Q1: 84,000 shares; 2025Q2: 84,000 shares; 2025Q3: 84,000 shares; 2025Q4: 84,000 shares 84,000 $349K <0.01% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,182 shares 13,182 $347K <0.01% new Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,973 shares; 2025Q1: 6,803 shares; 2025Q2: 6,803 shares; 2025Q3: 6,803 shares; 2025Q4: 7,453 shares 7,453 $346K <0.01% +650 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares 935 $345K <0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,965 shares 13,965 $342K <0.01% new Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,000 shares; 2024Q4: 46,000 shares; 2025Q1: 46,000 shares; 2025Q2: 46,000 shares; 2025Q3: 49,343 shares; 2025Q4: 46,000 shares 46,000 $342K <0.01% -3,343 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 670 shares; 2025Q4: 752 shares 752 $341K <0.01% +82 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,212 shares 7,212 $339K <0.01% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 15,239 shares 15,239 $339K <0.01% +4,739 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 5,470 shares; 2025Q1: 4,945 shares; 2025Q2: 4,729 shares; 2025Q3: 4,558 shares; 2025Q4: 4,664 shares 4,664 $338K <0.01% +106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,951 shares; 2025Q2: 29,715 shares; 2025Q3: 30,110 shares; 2025Q4: 32,494 shares 32,494 $338K <0.01% +2,384 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,894 shares 7,894 $338K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 4,517 shares; 2025Q1: 4,707 shares; 2025Q2: 8,040 shares; 2025Q3: 6,002 shares; 2025Q4: 3,346 shares 3,346 $337K <0.01% -2,656 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,739 shares; 2025Q4: 32,996 shares 32,996 $336K <0.01% +7,257 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,893 shares; 2025Q3: 6,286 shares; 2025Q4: 6,226 shares 6,226 $336K <0.01% -60 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,762 shares; 2024Q4: 64,167 shares; 2025Q1: 63,536 shares; 2025Q2: 63,463 shares; 2025Q3: 66,554 shares; 2025Q4: 67,061 shares 67,061 $335K <0.01% +507 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,602 shares; 2025Q2: 3,364 shares; 2025Q3: 3,402 shares; 2025Q4: 3,917 shares 3,917 $335K <0.01% +515 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,106 shares; 2025Q1: not reported; 2025Q2: 1,526 shares; 2025Q3: 1,381 shares; 2025Q4: 1,484 shares 1,484 $335K <0.01% +103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 14,789 shares; 2025Q1: 16,069 shares; 2025Q2: 17,553 shares; 2025Q3: 18,428 shares; 2025Q4: 18,618 shares 18,618 $334K <0.01% +190 Timeline AVMV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,693 shares 4,693 $334K <0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: 3,573 shares; 2025Q4: 4,183 shares 4,183 $333K <0.01% +610 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 979 shares; 2025Q1: 871 shares; 2025Q2: 997 shares; 2025Q3: 1,019 shares; 2025Q4: 1,268 shares 1,268 $333K <0.01% +249 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,212 shares; 2025Q3: 1,373 shares; 2025Q4: 1,608 shares 1,608 $332K <0.01% +235 Timeline EVC ENTRAVISION COMMUNICATIONS C More: the full row for ENTRAVISION COMMUNICATIONS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,652 shares; 2024Q4: 118,519 shares; 2025Q1: 121,915 shares; 2025Q2: 114,650 shares; 2025Q3: 113,150 shares; 2025Q4: 113,150 shares 113,150 $332K <0.01% 0 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,783 shares; 2025Q1: 3,963 shares; 2025Q2: 3,963 shares; 2025Q3: 3,783 shares; 2025Q4: 3,293 shares 3,293 $331K <0.01% -490 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,220 shares; 2024Q4: 16,292 shares; 2025Q1: 17,045 shares; 2025Q2: 13,371 shares; 2025Q3: 13,038 shares; 2025Q4: 13,531 shares 13,531 $329K <0.01% +493 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,279 shares 23,279 $329K <0.01% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares 1,022 $329K <0.01% new Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,684 shares; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 4,384 shares; 2025Q3: 6,207 shares; 2025Q4: 6,855 shares 6,855 $329K <0.01% +648 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,952 shares; 2024Q4: 7,952 shares; 2025Q1: 8,129 shares; 2025Q2: 11,958 shares; 2025Q3: not reported; 2025Q4: 6,587 shares 6,587 $328K <0.01% new Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,937 shares; 2025Q4: 12,340 shares 12,340 $328K <0.01% +1,403 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,134 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,405 shares 12,405 $327K <0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,234 shares; 2025Q3: 2,586 shares; 2025Q4: 2,811 shares 2,811 $326K <0.01% +225 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,320 shares; 2025Q3: 15,930 shares; 2025Q4: 65,380 shares 65,380 $326K <0.01% +49,450 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,656 shares; 2025Q1: 2,657 shares; 2025Q2: 2,745 shares; 2025Q3: 2,752 shares; 2025Q4: 2,918 shares 2,918 $326K <0.01% +166 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 819 shares; 2025Q4: 1,272 shares 1,272 $326K <0.01% +453 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,451 shares; 2025Q4: 4,658 shares 4,658 $325K <0.01% +207 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 9,178 shares; 2025Q1: 9,178 shares; 2025Q2: 9,178 shares; 2025Q3: 9,178 shares; 2025Q4: 9,178 shares 9,178 $324K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 587 shares 587 $324K <0.01% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,191 shares; 2024Q4: 13,591 shares; 2025Q1: 13,462 shares; 2025Q2: 9,638 shares; 2025Q3: 9,580 shares; 2025Q4: 13,252 shares 13,252 $321K <0.01% +3,672 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 2,962 shares; 2025Q1: 3,048 shares; 2025Q2: 3,215 shares; 2025Q3: 3,308 shares; 2025Q4: 3,135 shares 3,135 $321K <0.01% -173 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,863 shares; 2024Q4: 8,863 shares; 2025Q1: 10,495 shares; 2025Q2: 10,503 shares; 2025Q3: 10,232 shares; 2025Q4: 7,242 shares 7,242 $321K <0.01% -2,990 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,089 shares 10,089 $319K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: 2,305 shares; 2025Q4: 1,970 shares 1,970 $319K <0.01% -335 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 3,506 shares; 2025Q1: 4,360 shares; 2025Q2: 4,378 shares; 2025Q3: 4,269 shares; 2025Q4: 4,792 shares 4,792 $318K <0.01% +523 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 996 shares; 2025Q4: 1,143 shares 1,143 $318K <0.01% +147 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 1,714 shares; 2025Q4: 1,719 shares 1,719 $317K <0.01% +5 Timeline DVLU FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,824 shares 8,824 $315K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 7,959 shares; 2025Q1: 7,600 shares; 2025Q2: 7,422 shares; 2025Q3: 6,505 shares; 2025Q4: 3,801 shares 3,801 $315K <0.01% -2,704 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: not reported; 2025Q1: 4,544 shares; 2025Q2: 3,921 shares; 2025Q3: 3,875 shares; 2025Q4: 5,486 shares 5,486 $315K <0.01% +1,611 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,124 shares; 2025Q1: 29,842 shares; 2025Q2: 29,906 shares; 2025Q3: 29,968 shares; 2025Q4: 26,731 shares 26,731 $313K <0.01% -3,237 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: 1,704 shares; 2025Q4: 1,521 shares 1,521 $313K <0.01% -183 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,165 shares; 2025Q1: 9,165 shares; 2025Q2: 9,788 shares; 2025Q3: 11,736 shares; 2025Q4: 11,736 shares 11,736 $312K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,476 shares; 2025Q2: 3,078 shares; 2025Q3: 3,080 shares; 2025Q4: 4,216 shares 4,216 $311K <0.01% +1,136 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,304 shares; 2025Q3: 3,629 shares; 2025Q4: 3,316 shares 3,316 $311K <0.01% -313 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,354 shares; 2025Q4: 4,382 shares 4,382 $311K <0.01% +1,028 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,126 shares 7,126 $311K <0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,952 shares; 2025Q4: 2,727 shares 2,727 $310K <0.01% +775 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 2,229 shares; 2025Q1: 2,239 shares; 2025Q2: 2,177 shares; 2025Q3: 2,082 shares; 2025Q4: 2,165 shares 2,165 $310K <0.01% +83 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,182 shares 3,182 $310K <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,990 shares; 2025Q2: 2,430 shares; 2025Q3: 2,337 shares; 2025Q4: 2,249 shares 2,249 $310K <0.01% -88 Timeline AVMC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,385 shares 4,385 $310K <0.01% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,508 shares 1,508 $309K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,105 shares; 2024Q4: 10,423 shares; 2025Q1: 4,295 shares; 2025Q2: 4,112 shares; 2025Q3: 3,618 shares; 2025Q4: 2,274 shares 2,274 $309K <0.01% -1,344 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,770 shares; 2025Q3: 30,180 shares; 2025Q4: 20,095 shares 20,095 $307K <0.01% -10,085 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,980 shares; 2024Q4: 21,068 shares; 2025Q1: 13,669 shares; 2025Q2: 17,591 shares; 2025Q3: 22,593 shares; 2025Q4: 16,158 shares 16,158 $307K <0.01% -6,435 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,242 shares; 2025Q4: 4,476 shares 4,476 $306K <0.01% +234 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,154 shares; 2025Q1: 4,970 shares; 2025Q2: 4,972 shares; 2025Q3: 4,994 shares; 2025Q4: 4,096 shares 4,096 $306K <0.01% -898 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,739 shares; 2024Q4: 4,243 shares; 2025Q1: 4,341 shares; 2025Q2: 4,229 shares; 2025Q3: 4,179 shares; 2025Q4: 3,450 shares 3,450 $306K <0.01% -729 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,010 shares 14,010 $306K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 7,031 shares; 2025Q1: 11,109 shares; 2025Q2: 9,425 shares; 2025Q3: 6,548 shares; 2025Q4: 6,193 shares 6,193 $305K <0.01% -355 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 696 shares; 2025Q3: 220 shares; 2025Q4: 180 shares 180 $304K <0.01% -40 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,824 shares; 2025Q3: 3,154 shares; 2025Q4: 3,486 shares 3,486 $304K <0.01% +332 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,602 shares; 2024Q4: 20,902 shares; 2025Q1: 20,902 shares; 2025Q2: 25,044 shares; 2025Q3: 18,602 shares; 2025Q4: 24,002 shares 24,002 $304K <0.01% +5,400 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,849 shares; 2025Q4: 3,827 shares 3,827 $303K <0.01% +978 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,052 shares; 2025Q1: 1,157 shares; 2025Q2: 935 shares; 2025Q3: 1,004 shares; 2025Q4: 1,055 shares 1,055 $303K <0.01% +51 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,945 shares; 2025Q2: 7,057 shares; 2025Q3: 7,057 shares; 2025Q4: 6,339 shares 6,339 $303K <0.01% -718 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,278 shares; 2025Q3: 6,354 shares; 2025Q4: 6,178 shares 6,178 $302K <0.01% -176 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,911 shares; 2025Q3: 6,026 shares; 2025Q4: 5,764 shares 5,764 $302K <0.01% -262 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 6,214 shares; 2025Q4: 6,220 shares 6,220 $301K <0.01% +6 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,584 shares 6,584 $300K <0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,997 shares 2,997 $299K <0.01% new Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,034 shares; 2025Q4: 4,136 shares 4,136 $299K <0.01% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares 2,072 $298K <0.01% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,289 shares 13,289 $297K <0.01% new Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,192 shares; 2025Q4: 10,187 shares 10,187 $296K <0.01% -3,005 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,168 shares; 2025Q2: 11,606 shares; 2025Q3: 16,208 shares; 2025Q4: 23,467 shares 23,467 $295K <0.01% +7,259 Timeline FEM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,753 shares; 2025Q4: 10,790 shares 10,790 $295K <0.01% +2,037 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 5,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,672 shares 1,672 $295K <0.01% new Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,266 shares; 2025Q4: 13,466 shares 13,466 $295K <0.01% +200 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,125 shares 3,125 $294K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,604 shares; 2025Q2: 12,604 shares; 2025Q3: 16,423 shares; 2025Q4: 9,631 shares 9,631 $294K <0.01% -6,792 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,720 shares 5,720 $294K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,318 shares; 2025Q3: 24,862 shares; 2025Q4: 27,607 shares 27,607 $293K <0.01% +2,745 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,079 shares; 2024Q4: 28,137 shares; 2025Q1: 30,137 shares; 2025Q2: 31,292 shares; 2025Q3: 31,342 shares; 2025Q4: 31,404 shares 31,404 $291K <0.01% +62 Timeline FEMS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,315 shares; 2024Q4: 19,290 shares; 2025Q1: 15,711 shares; 2025Q2: 7,744 shares; 2025Q3: 7,744 shares; 2025Q4: 6,900 shares 6,900 $290K <0.01% -844 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares 1,413 $290K <0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 5,384 shares; 2025Q1: 5,778 shares; 2025Q2: 5,329 shares; 2025Q3: 6,845 shares; 2025Q4: 5,479 shares 5,479 $290K <0.01% -1,366 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,157 shares; 2025Q3: 3,511 shares; 2025Q4: 4,275 shares 4,275 $288K <0.01% +764 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,010 shares; 2025Q1: 2,321 shares; 2025Q2: 1,903 shares; 2025Q3: 1,907 shares; 2025Q4: 2,283 shares 2,283 $288K <0.01% +376 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 3,885 shares; 2025Q2: 3,885 shares; 2025Q3: 3,885 shares; 2025Q4: 3,760 shares 3,760 $288K <0.01% -125 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,563 shares; 2024Q4: 18,887 shares; 2025Q1: 7,925 shares; 2025Q2: 4,643 shares; 2025Q3: 4,520 shares; 2025Q4: 4,487 shares 4,487 $287K <0.01% -33 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,653 shares; 2025Q2: 3,663 shares; 2025Q3: 3,811 shares; 2025Q4: 3,901 shares 3,901 $287K <0.01% +90 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,794 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,817 shares; 2025Q4: 5,527 shares 5,527 $287K <0.01% -290 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,877 shares; 2025Q1: 3,287 shares; 2025Q2: 3,217 shares; 2025Q3: 2,981 shares; 2025Q4: 2,811 shares 2,811 $286K <0.01% -170 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,110 shares; 2024Q4: 24,136 shares; 2025Q1: 26,613 shares; 2025Q2: 24,442 shares; 2025Q3: 24,442 shares; 2025Q4: 24,442 shares 24,442 $285K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,015 shares; 2025Q1: 1,062 shares; 2025Q2: 1,057 shares; 2025Q3: 1,137 shares; 2025Q4: 890 shares 890 $285K <0.01% -247 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,450 shares; 2024Q4: 24,350 shares; 2025Q1: 16,350 shares; 2025Q2: 15,951 shares; 2025Q3: 14,404 shares; 2025Q4: 14,129 shares 14,129 $283K <0.01% -275 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,320 shares; 2025Q2: 3,587 shares; 2025Q3: 4,088 shares; 2025Q4: 4,239 shares 4,239 $283K <0.01% +151 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,429 shares; 2025Q1: 3,547 shares; 2025Q2: 3,571 shares; 2025Q3: 3,754 shares; 2025Q4: 3,775 shares 3,775 $283K <0.01% +21 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,570 shares; 2025Q4: 3,942 shares 3,942 $283K <0.01% -2,628 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,714 shares; 2025Q4: 2,966 shares 2,966 $282K <0.01% -748 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,971 shares; 2025Q2: 20,821 shares; 2025Q3: 5,067 shares; 2025Q4: 4,297 shares 4,297 $281K <0.01% -770 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 10,794 shares; 2025Q1: 10,623 shares; 2025Q2: 10,096 shares; 2025Q3: 10,592 shares; 2025Q4: 13,541 shares 13,541 $279K <0.01% +2,949 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,184 shares; 2025Q2: not reported; 2025Q3: 6,610 shares; 2025Q4: 7,560 shares 7,560 $279K <0.01% +950 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,200 shares 11,200 $278K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 18,900 shares; 2025Q3: 18,900 shares; 2025Q4: 27,000 shares 27,000 $276K <0.01% +8,100 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 2,951 shares; 2025Q1: not reported; 2025Q2: 2,044 shares; 2025Q3: 2,615 shares; 2025Q4: 2,642 shares 2,642 $275K <0.01% +27 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,001 shares; 2025Q4: 1,095 shares 1,095 $275K <0.01% +94 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,150 shares; 2025Q4: 2,117 shares 2,117 $273K <0.01% -33 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 7,580 shares; 2025Q1: 12,180 shares; 2025Q2: 8,550 shares; 2025Q3: 8,550 shares; 2025Q4: 8,550 shares 8,550 $272K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,500 shares; 2025Q1: 1,508 shares; 2025Q2: 1,008 shares; 2025Q3: 1,221 shares; 2025Q4: 1,354 shares 1,354 $272K <0.01% +133 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,109 shares 6,109 $270K <0.01% new Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,006 shares; 2025Q4: 5,103 shares 5,103 $269K <0.01% +1,097 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,460 shares; 2025Q3: 3,382 shares; 2025Q4: 3,382 shares 3,382 $269K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,455 shares; 2025Q3: 2,534 shares; 2025Q4: 1,388 shares 1,388 $269K <0.01% -1,146 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 883 shares; 2025Q4: 1,024 shares 1,024 $268K <0.01% +141 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 619 shares; 2025Q4: 600 shares 600 $268K <0.01% -19 MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,367 shares; 2025Q1: 4,227 shares; 2025Q2: 3,823 shares; 2025Q3: 3,810 shares; 2025Q4: 3,928 shares 3,928 $268K <0.01% +118 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,344 shares; 2025Q2: 3,771 shares; 2025Q3: 4,031 shares; 2025Q4: 3,090 shares 3,090 $267K <0.01% -941 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 896 shares 896 $265K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares 2,308 $265K <0.01% new Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,584 shares; 2025Q1: 10,000 shares; 2025Q2: 7,324 shares; 2025Q3: 8,142 shares; 2025Q4: 7,822 shares 7,822 $264K <0.01% -320 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 839 shares; 2025Q1: not reported; 2025Q2: 8,720 shares; 2025Q3: 1,233 shares; 2025Q4: 1,021 shares 1,021 $262K <0.01% -212 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,246 shares; 2024Q4: 12,901 shares; 2025Q1: 12,992 shares; 2025Q2: 13,676 shares; 2025Q3: 13,817 shares; 2025Q4: 13,661 shares 13,661 $261K <0.01% -156 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,686 shares 5,686 $261K <0.01% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,659 shares; 2025Q1: 2,803 shares; 2025Q2: 3,071 shares; 2025Q3: 3,072 shares; 2025Q4: 3,073 shares 3,073 $261K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,061 shares; 2025Q4: 10,080 shares 10,080 $261K <0.01% +2,019 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: 915 shares; 2025Q3: 1,287 shares; 2025Q4: 1,155 shares 1,155 $258K <0.01% -132 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,573 shares; 2025Q1: 3,519 shares; 2025Q2: 3,441 shares; 2025Q3: 3,674 shares; 2025Q4: 3,112 shares 3,112 $258K <0.01% -562 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,780 shares; 2024Q4: 238,900 shares; 2025Q1: 7,276 shares; 2025Q2: not reported; 2025Q3: 7,574 shares; 2025Q4: 7,338 shares 7,338 $258K <0.01% -236 Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 25,575 shares; 2025Q1: 20,575 shares; 2025Q2: 20,575 shares; 2025Q3: 20,825 shares; 2025Q4: 20,829 shares 20,829 $258K <0.01% +4 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,662 shares 6,662 $257K <0.01% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,858 shares; 2024Q4: 4,360 shares; 2025Q1: not reported; 2025Q2: 4,795 shares; 2025Q3: 4,798 shares; 2025Q4: 4,498 shares 4,498 $256K <0.01% -300 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $256K <0.01% 0 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: not reported; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 7,250 shares 7,250 $255K <0.01% +850 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,062 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,088 shares; 2025Q4: 3,088 shares 3,088 $254K <0.01% 0 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,990 shares 3,990 $253K <0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,143 shares; 2024Q4: 11,743 shares; 2025Q1: 11,488 shares; 2025Q2: 9,874 shares; 2025Q3: 9,499 shares; 2025Q4: 9,002 shares 9,002 $253K <0.01% -497 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,910 shares; 2024Q4: 143,256 shares; 2025Q1: 39,304 shares; 2025Q2: 8,805 shares; 2025Q3: 8,571 shares; 2025Q4: 7,467 shares 7,467 $253K <0.01% -1,104 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares 708 $253K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,948 shares; 2024Q4: 28,550 shares; 2025Q1: 27,798 shares; 2025Q2: 32,955 shares; 2025Q3: 33,275 shares; 2025Q4: 24,946 shares 24,946 $252K <0.01% -8,329 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,109 shares; 2025Q4: 7,109 shares 7,109 $252K <0.01% 0 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 10,096 shares; 2025Q1: 10,156 shares; 2025Q2: 10,218 shares; 2025Q3: 10,965 shares; 2025Q4: 21,149 shares 21,149 $252K <0.01% +10,184 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,566 shares; 2025Q1: 1,574 shares; 2025Q2: 1,584 shares; 2025Q3: 1,592 shares; 2025Q4: 1,589 shares 1,589 $252K <0.01% -3 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,024 shares; 2025Q4: 1,034 shares 1,034 $251K <0.01% +10 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares 1,680 $250K <0.01% new Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,782 shares; 2025Q2: 3,788 shares; 2025Q3: 3,794 shares; 2025Q4: 3,850 shares 3,850 $250K <0.01% +56 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,039 shares 1,039 $250K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,682 shares; 2025Q1: 1,717 shares; 2025Q2: 1,590 shares; 2025Q3: 1,247 shares; 2025Q4: 955 shares 955 $249K <0.01% -292 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,941 shares; 2024Q4: 26,984 shares; 2025Q1: 23,730 shares; 2025Q2: 23,778 shares; 2025Q3: 23,829 shares; 2025Q4: 23,877 shares 23,877 $249K <0.01% +48 SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,128 shares 2,128 $249K <0.01% new Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,929 shares; 2024Q4: 10,599 shares; 2025Q1: 5,252 shares; 2025Q2: 5,228 shares; 2025Q3: 5,229 shares; 2025Q4: 5,125 shares 5,125 $249K <0.01% -104 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,674 shares; 2024Q4: 8,736 shares; 2025Q1: 5,352 shares; 2025Q2: 5,535 shares; 2025Q3: 5,435 shares; 2025Q4: 5,402 shares 5,402 $248K <0.01% -33 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 515 shares; 2025Q1: 432 shares; 2025Q2: 389 shares; 2025Q3: 439 shares; 2025Q4: 397 shares 397 $247K <0.01% -42 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,385 shares; 2025Q4: 2,166 shares 2,166 $246K <0.01% -219 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: not reported; 2025Q4: 1,730 shares 1,730 $246K <0.01% new Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 13,360 shares; 2025Q1: 11,996 shares; 2025Q2: 12,541 shares; 2025Q3: 13,049 shares; 2025Q4: 14,855 shares 14,855 $246K <0.01% +1,806 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,289 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares 2,134 $245K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,362 shares 9,362 $245K <0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,965 shares; 2025Q2: 10,480 shares; 2025Q3: 10,278 shares; 2025Q4: 10,137 shares 10,137 $244K <0.01% -141 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 4,065 shares; 2025Q1: 3,028 shares; 2025Q2: not reported; 2025Q3: 2,877 shares; 2025Q4: 2,877 shares 2,877 $244K <0.01% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,738 shares; 2025Q3: 8,088 shares; 2025Q4: 8,538 shares 8,538 $244K <0.01% +450 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,135 shares; 2025Q4: 5,250 shares 5,250 $243K <0.01% +115 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 8,810 shares; 2025Q1: 10,391 shares; 2025Q2: 10,384 shares; 2025Q3: 10,641 shares; 2025Q4: 10,920 shares 10,920 $243K <0.01% +279 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,581 shares 14,581 $243K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares 1,267 $242K <0.01% new Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,640 shares 3,640 $242K <0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 1,795 shares 1,795 $240K <0.01% -75 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,058 shares; 2025Q2: 6,551 shares; 2025Q3: 6,452 shares; 2025Q4: 6,516 shares 6,516 $240K <0.01% +64 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,876 shares 4,876 $239K <0.01% new Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 8,620 shares; 2025Q1: not reported; 2025Q2: 8,651 shares; 2025Q3: 8,651 shares; 2025Q4: 8,734 shares 8,734 $239K <0.01% +83 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,048 shares 1,048 $238K <0.01% -143 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,956 shares; 2025Q1: 1,672 shares; 2025Q2: 1,361 shares; 2025Q3: 1,261 shares; 2025Q4: 1,225 shares 1,225 $238K <0.01% -36 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,506 shares; 2025Q3: 1,401 shares; 2025Q4: 1,244 shares 1,244 $238K <0.01% -157 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 8,575 shares; 2025Q1: 8,002 shares; 2025Q2: 7,994 shares; 2025Q3: 8,035 shares; 2025Q4: 6,118 shares 6,118 $238K <0.01% -1,917 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,029 shares; 2025Q4: 9,434 shares 9,434 $238K <0.01% -1,595 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,910 shares; 2025Q4: 5,075 shares 5,075 $238K <0.01% +165 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,374 shares; 2025Q4: 2,947 shares 2,947 $236K <0.01% +573 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,746 shares; 2025Q4: 29,059 shares 29,059 $236K <0.01% +3,313 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,310 shares 5,310 $235K <0.01% new Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,887 shares 3,887 $234K <0.01% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,036 shares; 2024Q4: 12,116 shares; 2025Q1: 9,406 shares; 2025Q2: 9,049 shares; 2025Q3: not reported; 2025Q4: 9,429 shares 9,429 $234K <0.01% new Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,308 shares; 2025Q2: 21,908 shares; 2025Q3: 37,955 shares; 2025Q4: 41,843 shares 41,843 $233K <0.01% +3,888 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,650 shares; 2024Q4: 33,650 shares; 2025Q1: 26,950 shares; 2025Q2: 24,950 shares; 2025Q3: 24,900 shares; 2025Q4: 11,475 shares 11,475 $233K <0.01% -13,425 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,645 shares; 2025Q1: not reported; 2025Q2: 3,554 shares; 2025Q3: 3,285 shares; 2025Q4: 3,304 shares 3,304 $233K <0.01% +19 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,037 shares; 2025Q3: 5,669 shares; 2025Q4: 4,602 shares 4,602 $232K <0.01% -1,067 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,153 shares; 2024Q4: 7,262 shares; 2025Q1: 8,630 shares; 2025Q2: not reported; 2025Q3: 4,755 shares; 2025Q4: 4,950 shares 4,950 $232K <0.01% +195 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,956 shares 2,956 $232K <0.01% new Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,311 shares; 2025Q3: 5,303 shares; 2025Q4: 5,068 shares 5,068 $231K <0.01% -235 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,186 shares; 2025Q3: 4,108 shares; 2025Q4: 4,109 shares 4,109 $231K <0.01% +1 Timeline NORW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: not reported; 2025Q1: 7,937 shares; 2025Q2: 7,637 shares; 2025Q3: 7,667 shares; 2025Q4: 7,667 shares 7,667 $230K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,722 shares; 2025Q4: 3,534 shares 3,534 $230K <0.01% -188 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,960 shares; 2025Q4: 2,647 shares 2,647 $230K <0.01% -313 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 543 shares 543 $229K <0.01% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,943 shares 3,943 $228K <0.01% new Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,294 shares; 2025Q4: 10,349 shares 10,349 $228K <0.01% +55 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 849 shares; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 763 shares; 2025Q4: 769 shares 769 $228K <0.01% +6 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,806 shares; 2025Q2: 4,190 shares; 2025Q3: 3,214 shares; 2025Q4: 2,492 shares 2,492 $228K <0.01% -722 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,457 shares 6,457 $227K <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,731 shares; 2025Q4: 3,752 shares 3,752 $227K <0.01% +21 Timeline POWA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,535 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,572 shares; 2025Q4: 2,504 shares 2,504 $225K <0.01% -68 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,467 shares; 2025Q2: 5,882 shares; 2025Q3: 4,537 shares; 2025Q4: 4,467 shares 4,467 $225K <0.01% -70 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,011 shares; 2025Q4: 2,011 shares 2,011 $225K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,308 shares 11,308 $225K <0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,554 shares; 2025Q3: 3,269 shares; 2025Q4: 2,806 shares 2,806 $224K <0.01% -463 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,994 shares; 2025Q3: 9,223 shares; 2025Q4: 6,942 shares 6,942 $222K <0.01% -2,281 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,640 shares 3,640 $222K <0.01% new Timeline FAD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,321 shares; 2025Q4: 1,366 shares 1,366 $221K <0.01% +45 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,647 shares; 2025Q1: 1,648 shares; 2025Q2: 2,131 shares; 2025Q3: not reported; 2025Q4: 1,787 shares 1,787 $221K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 470 shares 470 $221K <0.01% -237 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,781 shares; 2025Q3: 1,815 shares; 2025Q4: 1,794 shares 1,794 $221K <0.01% -21 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,274 shares 1,274 $220K <0.01% new Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,875 shares; 2024Q4: 29,012 shares; 2025Q1: 29,899 shares; 2025Q2: 39,764 shares; 2025Q3: 40,118 shares; 2025Q4: 40,349 shares 40,349 $219K <0.01% +231 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,134 shares; 2025Q3: 15,967 shares; 2025Q4: 12,074 shares 12,074 $217K <0.01% -3,893 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,563 shares; 2025Q1: 3,032 shares; 2025Q2: 1,400 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares 1,445 $217K <0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $217K <0.01% 0 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,747 shares; 2024Q4: 16,247 shares; 2025Q1: 16,247 shares; 2025Q2: 16,247 shares; 2025Q3: 16,247 shares; 2025Q4: 11,251 shares 11,251 $215K <0.01% -4,996 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 720 shares; 2025Q4: 441 shares 441 $214K <0.01% -279 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,614 shares; 2024Q4: 16,448 shares; 2025Q1: 17,628 shares; 2025Q2: 8,281 shares; 2025Q3: 8,613 shares; 2025Q4: 6,749 shares 6,749 $214K <0.01% -1,864 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,567 shares; 2024Q4: 24,143 shares; 2025Q1: 23,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,709 shares 4,709 $213K <0.01% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,734 shares; 2025Q2: 4,080 shares; 2025Q3: 3,580 shares; 2025Q4: 3,081 shares 3,081 $212K <0.01% -499 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,276 shares; 2025Q3: 18,423 shares; 2025Q4: 18,770 shares 18,770 $211K <0.01% +347 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,516 shares 7,516 $211K <0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,183 shares; 2025Q1: 3,246 shares; 2025Q2: 3,009 shares; 2025Q3: 3,114 shares; 2025Q4: 2,083 shares 2,083 $210K <0.01% -1,031 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,770 shares 6,770 $210K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,484 shares; 2025Q4: 4,699 shares 4,699 $209K <0.01% -785 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 842 shares 842 $209K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,528 shares 1,528 $209K <0.01% new Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,458 shares 3,458 $208K <0.01% new Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 5,823 shares; 2025Q1: 5,442 shares; 2025Q2: 5,443 shares; 2025Q3: 5,398 shares; 2025Q4: 4,193 shares 4,193 $207K <0.01% -1,205 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares 992 $207K <0.01% new Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 4,125 shares; 2025Q1: 4,054 shares; 2025Q2: 4,054 shares; 2025Q3: 4,054 shares; 2025Q4: 4,181 shares 4,181 $206K <0.01% +127 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,021 shares 2,021 $205K <0.01% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,829 shares; 2025Q4: 3,465 shares 3,465 $205K <0.01% -2,364 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 6,732 shares; 2025Q1: not reported; 2025Q2: 4,806 shares; 2025Q3: 3,066 shares; 2025Q4: 2,344 shares 2,344 $204K <0.01% -722 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,169 shares 1,169 $204K <0.01% new Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares 1,405 $203K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares 950 $203K <0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 2,846 shares; 2025Q1: 2,765 shares; 2025Q2: 4,160 shares; 2025Q3: 5,001 shares; 2025Q4: 2,338 shares 2,338 $202K <0.01% -2,663 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,661 shares; 2024Q4: 12,535 shares; 2025Q1: 12,544 shares; 2025Q2: 13,050 shares; 2025Q3: 13,057 shares; 2025Q4: 13,061 shares 13,061 $200K <0.01% +4 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 12,201 shares; 2025Q1: 13,701 shares; 2025Q2: 13,701 shares; 2025Q3: 15,701 shares; 2025Q4: 19,701 shares 19,701 $195K <0.01% +4,000 Timeline