INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,237 shares; 2024Q4: 47,919 shares; 2025Q1: 124,883 shares; 2025Q2: 70,366 shares; 2025Q3: 81,635 shares; 2025Q4: 52,751 shares; 2026Q1: 77,173 shares 77,173 $1.04M 0.02% +24,422 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,837 shares; 2024Q4: 42,837 shares; 2025Q1: 41,637 shares; 2025Q2: 41,637 shares; 2025Q3: 41,637 shares; 2025Q4: 38,237 shares; 2026Q1: 38,237 shares 38,237 $1.03M 0.02% 0 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,608 shares; 2024Q4: 13,688 shares; 2025Q1: 46,263 shares; 2025Q2: 32,160 shares; 2025Q3: 31,860 shares; 2025Q4: 26,840 shares; 2026Q1: 29,640 shares 29,640 $1.03M 0.02% +2,800 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 2,729 shares; 2025Q1: 14,652 shares; 2025Q2: 6,246 shares; 2025Q3: 2,786 shares; 2025Q4: 2,866 shares; 2026Q1: 2,691 shares 2,691 $1.03M 0.02% -175 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,965 shares; 2024Q4: 127,195 shares; 2025Q1: 237,836 shares; 2025Q2: 62,168 shares; 2025Q3: 48,395 shares; 2025Q4: 26,431 shares; 2026Q1: 25,250 shares 25,250 $1.03M 0.02% -1,181 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,815 shares; 2025Q1: 5,587 shares; 2025Q2: 2,273 shares; 2025Q3: 636 shares; 2025Q4: 651 shares; 2026Q1: 1,150 shares 1,150 $1.03M 0.02% +499 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,522 shares; 2024Q4: 23,122 shares; 2025Q1: 69,834 shares; 2025Q2: 36,896 shares; 2025Q3: 36,057 shares; 2025Q4: 35,557 shares; 2026Q1: 34,157 shares 34,157 $1.03M 0.02% -1,400 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,527 shares; 2025Q1: 6,177 shares; 2025Q2: 4,361 shares; 2025Q3: 4,040 shares; 2025Q4: 4,032 shares; 2026Q1: 3,911 shares 3,911 $1.02M 0.02% -121 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 1,847 shares; 2025Q1: 4,134 shares; 2025Q2: 1,998 shares; 2025Q3: 1,903 shares; 2025Q4: 2,154 shares; 2026Q1: 2,370 shares 2,370 $1.01M 0.02% +216 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,729 shares; 2024Q4: 22,331 shares; 2025Q1: 40,023 shares; 2025Q2: 83,031 shares; 2025Q3: 27,480 shares; 2025Q4: 26,580 shares; 2026Q1: 26,080 shares 26,080 $1M 0.02% -500 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 140 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 22,720 shares 22,720 $991K 0.02% +22,682 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,820 shares; 2024Q4: 39,066 shares; 2025Q1: 85,525 shares; 2025Q2: 34,011 shares; 2025Q3: 33,956 shares; 2025Q4: 34,982 shares; 2026Q1: 37,078 shares 37,078 $991K 0.02% +2,096 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,523 shares; 2025Q2: 24,220 shares; 2025Q3: 26,346 shares; 2025Q4: 25,860 shares; 2026Q1: 27,173 shares 27,173 $989K 0.02% +1,313 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,859 shares; 2025Q1: 99,609 shares; 2025Q2: 57,664 shares; 2025Q3: 43,811 shares; 2025Q4: 42,109 shares; 2026Q1: 41,517 shares 41,517 $983K 0.02% -592 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 6,202 shares; 2025Q1: 22,023 shares; 2025Q2: 3,799 shares; 2025Q3: 3,137 shares; 2025Q4: 3,167 shares; 2026Q1: 3,249 shares 3,249 $983K 0.02% +82 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 360 shares; 2025Q1: 12,559 shares; 2025Q2: 13,879 shares; 2025Q3: 15,019 shares; 2025Q4: 15,976 shares; 2026Q1: 18,685 shares 18,685 $977K 0.02% +2,709 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,707 shares; 2025Q1: 8,507 shares; 2025Q2: 4,890 shares; 2025Q3: 5,152 shares; 2025Q4: 6,152 shares; 2026Q1: 6,452 shares 6,452 $976K 0.02% +300 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,267 shares; 2025Q1: 14,542 shares; 2025Q2: 9,069 shares; 2025Q3: 9,069 shares; 2025Q4: 10,384 shares; 2026Q1: 8,884 shares 8,884 $975K 0.02% -1,500 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 6,508 shares; 2025Q1: 14,845 shares; 2025Q2: 7,074 shares; 2025Q3: 5,419 shares; 2025Q4: 5,082 shares; 2026Q1: 4,921 shares 4,921 $973K 0.02% -161 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,885 shares; 2024Q4: 63,139 shares; 2025Q1: 124,245 shares; 2025Q2: 49,839 shares; 2025Q3: 47,535 shares; 2025Q4: 37,786 shares; 2026Q1: 36,936 shares 36,936 $961K 0.02% -850 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,555 shares; 2025Q1: 6,336 shares; 2025Q2: 3,674 shares; 2025Q3: 3,058 shares; 2025Q4: 3,207 shares; 2026Q1: 10,045 shares 10,045 $947K 0.02% +6,838 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 9,483 shares; 2025Q1: 33,200 shares; 2025Q2: 16,867 shares; 2025Q3: 17,817 shares; 2025Q4: 20,658 shares; 2026Q1: 20,866 shares 20,866 $936K 0.02% +208 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,043 shares; 2025Q1: 31,015 shares; 2025Q2: 15,175 shares; 2025Q3: 15,161 shares; 2025Q4: 23,489 shares; 2026Q1: 23,107 shares 23,107 $935K 0.02% -382 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,144 shares; 2025Q1: 2,317 shares; 2025Q2: 1,401 shares; 2025Q3: 1,141 shares; 2025Q4: 1,132 shares; 2026Q1: 1,076 shares 1,076 $931K 0.02% -56 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,810 shares; 2024Q4: 36,540 shares; 2025Q1: 49,460 shares; 2025Q2: 23,937 shares; 2025Q3: 23,347 shares; 2025Q4: 19,076 shares; 2026Q1: 12,345 shares 12,345 $931K 0.02% -6,731 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 23,634 shares; 2025Q1: 206,489 shares; 2025Q2: 86,201 shares; 2025Q3: 17,464 shares; 2025Q4: 19,899 shares; 2026Q1: 38,156 shares 38,156 $927K 0.02% +18,257 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,301 shares; 2025Q1: 19,113 shares; 2025Q2: 11,933 shares; 2025Q3: 7,117 shares; 2025Q4: 15,417 shares; 2026Q1: 15,678 shares 15,678 $922K 0.02% +261 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,178 shares; 2025Q4: 21,666 shares; 2026Q1: 19,006 shares 19,006 $920K 0.02% -2,660 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 3,990 shares; 2025Q1: 9,563 shares; 2025Q2: 5,026 shares; 2025Q3: 5,751 shares; 2025Q4: 5,651 shares; 2026Q1: 5,911 shares 5,911 $917K 0.02% +260 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 4,650 shares; 2025Q1: 11,050 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 9,617 shares 9,617 $909K 0.02% +4,342 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,505 shares; 2024Q4: 51,475 shares; 2025Q1: 107,919 shares; 2025Q2: 58,430 shares; 2025Q3: 57,442 shares; 2025Q4: 55,802 shares; 2026Q1: 50,354 shares 50,354 $907K 0.02% -5,448 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,599 shares; 2024Q4: 16,951 shares; 2025Q1: 12,074 shares; 2025Q2: 10,228 shares; 2025Q3: 10,991 shares; 2025Q4: 10,483 shares; 2026Q1: 10,673 shares 10,673 $904K 0.02% +190 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; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 9,356 shares; 2025Q1: 21,134 shares; 2025Q2: 10,750 shares; 2025Q3: 13,913 shares; 2025Q4: 13,924 shares; 2026Q1: 16,031 shares 16,031 $901K 0.02% +2,107 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,722 shares; 2024Q4: 21,515 shares; 2025Q1: 60,790 shares; 2025Q2: 18,576 shares; 2025Q3: 15,902 shares; 2025Q4: 16,115 shares; 2026Q1: 17,123 shares 17,123 $900K 0.02% +1,008 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 2,673 shares; 2025Q2: 3,554 shares; 2025Q3: 3,066 shares; 2025Q4: 2,950 shares; 2026Q1: 8,190 shares 8,190 $898K 0.02% +5,240 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 7,989 shares; 2025Q1: 24,519 shares; 2025Q2: 18,076 shares; 2025Q3: 16,874 shares; 2025Q4: 17,827 shares; 2026Q1: 18,579 shares 18,579 $890K 0.02% +752 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,938 shares; 2024Q4: 44,001 shares; 2025Q1: 137,390 shares; 2025Q2: 44,405 shares; 2025Q3: 5,515 shares; 2025Q4: 5,616 shares; 2026Q1: 8,367 shares 8,367 $888K 0.02% +2,751 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 657 shares; 2025Q1: 1,299 shares; 2025Q2: 14,359 shares; 2025Q3: 9,570 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $886K 0.02% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,100 shares; 2024Q4: 27,226 shares; 2025Q1: 55,887 shares; 2025Q2: 28,068 shares; 2025Q3: 29,200 shares; 2025Q4: 29,475 shares; 2026Q1: 30,792 shares 30,792 $884K 0.02% +1,317 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 8,574 shares; 2025Q1: 24,192 shares; 2025Q2: 13,607 shares; 2025Q3: 16,510 shares; 2025Q4: 18,854 shares; 2026Q1: 19,104 shares 19,104 $883K 0.02% +250 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 272 shares; 2025Q1: 8,338 shares; 2025Q2: 8,920 shares; 2025Q3: 7,470 shares; 2025Q4: 7,851 shares; 2026Q1: 8,055 shares 8,055 $883K 0.02% +204 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 10,538 shares; 2025Q1: 26,842 shares; 2025Q2: 16,817 shares; 2025Q3: 13,403 shares; 2025Q4: 13,211 shares; 2026Q1: 14,261 shares 14,261 $882K 0.02% +1,050 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; 2024Q2: restricted; 2024Q3: 22,166 shares; 2024Q4: 22,166 shares; 2025Q1: 45,006 shares; 2025Q2: 22,213 shares; 2025Q3: 21,455 shares; 2025Q4: 13,786 shares; 2026Q1: 7,327 shares 7,327 $879K 0.02% -6,459 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,112 shares; 2025Q1: 6,415 shares; 2025Q2: 3,899 shares; 2025Q3: 3,296 shares; 2025Q4: 3,260 shares; 2026Q1: 3,131 shares 3,131 $874K 0.02% -129 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,837 shares; 2024Q4: 29,160 shares; 2025Q1: 62,601 shares; 2025Q2: 30,128 shares; 2025Q3: 35,453 shares; 2025Q4: 39,437 shares; 2026Q1: 39,163 shares 39,163 $870K 0.02% -274 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,301 shares; 2025Q1: 9,867 shares; 2025Q2: 5,033 shares; 2025Q3: 5,006 shares; 2025Q4: 17,540 shares; 2026Q1: 5,328 shares 5,328 $862K 0.02% -12,212 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 51,988 shares; 2025Q2: 21,400 shares; 2025Q3: 21,413 shares; 2025Q4: 12,900 shares; 2026Q1: 9,147 shares 9,147 $859K 0.02% -3,753 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 4,871 shares; 2025Q1: 12,525 shares; 2025Q2: 6,421 shares; 2025Q3: 6,633 shares; 2025Q4: 6,218 shares; 2026Q1: 6,070 shares 6,070 $852K 0.02% -148 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,762 shares; 2024Q4: 52,397 shares; 2025Q1: 132,809 shares; 2025Q2: 74,839 shares; 2025Q3: 67,508 shares; 2025Q4: 68,039 shares; 2026Q1: 73,550 shares 73,550 $849K 0.02% +5,511 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,601 shares; 2024Q4: 54,544 shares; 2025Q1: 140,471 shares; 2025Q2: 45,361 shares; 2025Q3: 33,522 shares; 2025Q4: 30,031 shares; 2026Q1: 30,223 shares 30,223 $849K 0.02% +192 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,323 shares; 2024Q4: 7,188 shares; 2025Q1: 20,597 shares; 2025Q2: 9,785 shares; 2025Q3: 4,056 shares; 2025Q4: 4,571 shares; 2026Q1: 4,597 shares 4,597 $839K 0.02% +26 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,531 shares; 2024Q4: 16,513 shares; 2025Q1: 42,903 shares; 2025Q2: 14,569 shares; 2025Q3: 10,610 shares; 2025Q4: 11,730 shares; 2026Q1: 11,730 shares 11,730 $832K 0.02% 0 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,053 shares; 2024Q4: 12,111 shares; 2025Q1: 32,127 shares; 2025Q2: 14,675 shares; 2025Q3: 20,331 shares; 2025Q4: 21,694 shares; 2026Q1: 17,994 shares 17,994 $831K 0.02% -3,700 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: 21,308 shares; 2025Q3: 20,308 shares; 2025Q4: 19,308 shares; 2026Q1: 19,308 shares 19,308 $822K 0.02% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 9,376 shares; 2025Q1: 52,051 shares; 2025Q2: 21,335 shares; 2025Q3: 6,848 shares; 2025Q4: 6,872 shares; 2026Q1: 6,865 shares 6,865 $820K 0.02% -7 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 1,819 shares; 2025Q1: 46,886 shares; 2025Q2: 33,800 shares; 2025Q3: 32,541 shares; 2025Q4: 34,095 shares; 2026Q1: 32,553 shares 32,553 $817K 0.02% -1,542 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 3,548 shares; 2025Q1: 7,957 shares; 2025Q2: 4,169 shares; 2025Q3: 4,237 shares; 2025Q4: 4,461 shares; 2026Q1: 5,041 shares 5,041 $816K 0.02% +580 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 7,162 shares; 2025Q1: 22,497 shares; 2025Q2: 10,519 shares; 2025Q3: 13,640 shares; 2025Q4: 14,818 shares; 2026Q1: 17,312 shares 17,312 $815K 0.02% +2,494 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 4,127 shares; 2025Q1: 12,310 shares; 2025Q2: 7,136 shares; 2025Q3: 7,796 shares; 2025Q4: 8,448 shares; 2026Q1: 8,659 shares 8,659 $811K 0.02% +211 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 3,687 shares; 2025Q1: 4,691 shares; 2025Q2: 3,801 shares; 2025Q3: 1,109 shares; 2025Q4: 1,353 shares; 2026Q1: 1,156 shares 1,156 $807K 0.02% -197 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 3,950 shares; 2025Q1: 13,302 shares; 2025Q2: 10,372 shares; 2025Q3: 12,299 shares; 2025Q4: 12,499 shares; 2026Q1: 12,399 shares 12,399 $801K 0.02% -100 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,691 shares; 2024Q4: not reported; 2025Q1: 27,681 shares; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 9,214 shares; 2026Q1: 8,597 shares 8,597 $797K 0.02% -617 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 2,228 shares; 2026Q1: 6,053 shares 6,053 $794K 0.02% +3,825 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,299 shares; 2024Q4: 16,207 shares; 2025Q1: 33,928 shares; 2025Q2: 17,895 shares; 2025Q3: 17,755 shares; 2025Q4: 17,751 shares; 2026Q1: 19,788 shares 19,788 $793K 0.02% +2,037 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 5,462 shares; 2025Q1: 16,289 shares; 2025Q2: 18,537 shares; 2025Q3: 12,768 shares; 2025Q4: 13,100 shares; 2026Q1: 11,450 shares 11,450 $793K 0.02% -1,650 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 7,868 shares; 2025Q1: 18,028 shares; 2025Q2: 8,388 shares; 2025Q3: 8,421 shares; 2025Q4: 8,421 shares; 2026Q1: 8,049 shares 8,049 $793K 0.02% -372 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 17,373 shares; 2025Q2: 11,041 shares; 2025Q3: 9,967 shares; 2025Q4: 9,909 shares; 2026Q1: 9,909 shares 9,909 $779K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,468 shares; 2024Q4: 5,757 shares; 2025Q1: 16,077 shares; 2025Q2: 8,550 shares; 2025Q3: 5,922 shares; 2025Q4: 7,515 shares; 2026Q1: 10,828 shares 10,828 $778K 0.02% +3,313 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,150 shares; 2025Q2: 63,575 shares; 2025Q3: 63,712 shares; 2025Q4: 68,199 shares; 2026Q1: 72,233 shares 72,233 $770K 0.02% +4,034 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 4,667 shares; 2025Q1: 16,990 shares; 2025Q2: 12,050 shares; 2025Q3: 8,018 shares; 2025Q4: 8,210 shares; 2026Q1: 8,276 shares 8,276 $770K 0.02% +66 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 9,848 shares; 2025Q2: 40,158 shares; 2025Q3: 40,908 shares; 2025Q4: 40,908 shares; 2026Q1: 34,158 shares 34,158 $768K 0.02% -6,750 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,362 shares; 2025Q1: 29,223 shares; 2025Q2: 20,782 shares; 2025Q3: 20,256 shares; 2025Q4: 21,936 shares; 2026Q1: 22,480 shares 22,480 $765K 0.02% +544 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 14,090 shares; 2025Q2: 6,832 shares; 2025Q3: 8,035 shares; 2025Q4: 9,575 shares; 2026Q1: 11,569 shares 11,569 $765K 0.02% +1,994 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,042 shares; 2024Q4: 41,221 shares; 2025Q1: 82,716 shares; 2025Q2: 46,500 shares; 2025Q3: 45,985 shares; 2025Q4: 44,375 shares; 2026Q1: 38,727 shares 38,727 $764K 0.02% -5,648 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,839 shares; 2024Q4: 43,026 shares; 2025Q1: 85,825 shares; 2025Q2: 48,941 shares; 2025Q3: 47,098 shares; 2025Q4: 46,001 shares; 2026Q1: 40,595 shares 40,595 $764K 0.02% -5,406 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,410 shares; 2024Q4: 8,653 shares; 2025Q1: 17,077 shares; 2025Q2: 11,897 shares; 2025Q3: 5,792 shares; 2025Q4: 6,756 shares; 2026Q1: 6,638 shares 6,638 $753K 0.02% -118 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,286 shares; 2025Q3: 38,993 shares; 2025Q4: 49,510 shares; 2026Q1: 71,145 shares 71,145 $753K 0.02% +21,635 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,347 shares; 2025Q1: 4,720 shares; 2025Q2: 2,398 shares; 2025Q3: 2,332 shares; 2025Q4: 2,436 shares; 2026Q1: 2,301 shares 2,301 $753K 0.02% -135 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 10,223 shares; 2025Q1: 26,785 shares; 2025Q2: 15,938 shares; 2025Q3: 14,069 shares; 2025Q4: 15,993 shares; 2026Q1: 15,502 shares 15,502 $747K 0.02% -491 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,818 shares; 2024Q4: 25,824 shares; 2025Q1: 29,732 shares; 2025Q2: 27,012 shares; 2025Q3: 27,694 shares; 2025Q4: 28,969 shares; 2026Q1: 29,891 shares 29,891 $747K 0.02% +922 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 6,720 shares; 2025Q2: 4,480 shares; 2025Q3: 5,360 shares; 2025Q4: 8,019 shares; 2026Q1: 8,944 shares 8,944 $746K 0.02% +925 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,379 shares; 2024Q4: 6,308 shares; 2025Q1: 11,878 shares; 2025Q2: 5,059 shares; 2025Q3: 4,915 shares; 2025Q4: 6,001 shares; 2026Q1: 5,939 shares 5,939 $745K 0.02% -62 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,480 shares; 2024Q4: 40,355 shares; 2025Q1: 125,750 shares; 2025Q2: 76,749 shares; 2025Q3: 74,578 shares; 2025Q4: 73,542 shares; 2026Q1: 4,500 shares 4,500 $741K 0.02% -69,042 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; 2024Q2: restricted; 2024Q3: 13,497 shares; 2024Q4: 14,054 shares; 2025Q1: 32,255 shares; 2025Q2: 16,169 shares; 2025Q3: 16,344 shares; 2025Q4: 14,758 shares; 2026Q1: 14,658 shares 14,658 $740K 0.02% -100 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,377 shares; 2025Q1: 9,086 shares; 2025Q2: 4,371 shares; 2025Q3: 4,220 shares; 2025Q4: 4,224 shares; 2026Q1: 4,256 shares 4,256 $732K 0.02% +32 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,204 shares; 2024Q4: 24,611 shares; 2025Q1: 48,433 shares; 2025Q2: 22,473 shares; 2025Q3: 13,825 shares; 2025Q4: 10,151 shares; 2026Q1: 9,996 shares 9,996 $728K 0.02% -155 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,546 shares; 2024Q4: 12,609 shares; 2025Q1: 25,310 shares; 2025Q2: 13,988 shares; 2025Q3: 13,501 shares; 2025Q4: 13,501 shares; 2026Q1: 12,464 shares 12,464 $718K 0.02% -1,037 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 3,695 shares; 2025Q1: 9,669 shares; 2025Q2: 4,576 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares; 2026Q1: 2,935 shares 2,935 $717K 0.02% +207 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,230 shares; 2024Q4: 11,280 shares; 2025Q1: 33,052 shares; 2025Q2: 14,948 shares; 2025Q3: 12,478 shares; 2025Q4: 11,826 shares; 2026Q1: 15,225 shares 15,225 $716K 0.02% +3,399 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,591 shares; 2025Q1: 7,629 shares; 2025Q2: 16,461 shares; 2025Q3: 16,082 shares; 2025Q4: 16,082 shares; 2026Q1: 16,069 shares 16,069 $714K 0.02% -13 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 8,758 shares; 2025Q1: 21,079 shares; 2025Q2: 11,328 shares; 2025Q3: 8,293 shares; 2025Q4: 7,193 shares; 2026Q1: 6,566 shares 6,566 $713K 0.02% -627 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; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,638 shares; 2025Q1: 6,799 shares; 2025Q2: 3,437 shares; 2025Q3: 3,506 shares; 2025Q4: 4,462 shares; 2026Q1: 4,522 shares 4,522 $711K 0.02% +60 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,483 shares; 2025Q1: 17,932 shares; 2025Q2: 13,449 shares; 2025Q3: 13,449 shares; 2025Q4: 13,449 shares; 2026Q1: 13,449 shares 13,449 $710K 0.02% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 549 shares; 2025Q2: 3,059 shares; 2025Q3: 7,259 shares; 2025Q4: 7,304 shares; 2026Q1: 7,204 shares 7,204 $704K 0.02% -100 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,272 shares; 2024Q4: 5,272 shares; 2025Q1: 17,116 shares; 2025Q2: 12,837 shares; 2025Q3: 12,837 shares; 2025Q4: 13,012 shares; 2026Q1: 13,846 shares 13,846 $701K 0.02% +834 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,480 shares; 2025Q1: 3,480 shares; 2025Q2: 30,948 shares; 2025Q3: 31,720 shares; 2025Q4: 31,343 shares; 2026Q1: 34,053 shares 34,053 $701K 0.02% +2,710 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 7,058 shares; 2025Q1: 13,412 shares; 2025Q2: 2,137 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 14,008 shares 14,008 $695K 0.02% +12,112 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 3,720 shares; 2025Q2: 1,731 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 1,500 shares 1,500 $695K 0.02% +94 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,943 shares; 2025Q1: 11,804 shares; 2025Q2: 6,316 shares; 2025Q3: 6,012 shares; 2025Q4: 5,881 shares; 2026Q1: 6,029 shares 6,029 $693K 0.02% +148 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,573 shares; 2025Q1: 36,672 shares; 2025Q2: 14,147 shares; 2025Q3: 14,167 shares; 2025Q4: 13,727 shares; 2026Q1: 13,107 shares 13,107 $692K 0.02% -620 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 2,564 shares; 2025Q1: 9,048 shares; 2025Q2: 5,943 shares; 2025Q3: 5,741 shares; 2025Q4: 5,741 shares; 2026Q1: 6,252 shares 6,252 $691K 0.02% +511 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,191 shares; 2024Q4: 22,063 shares; 2025Q1: 44,645 shares; 2025Q2: 39,489 shares; 2025Q3: 37,315 shares; 2025Q4: 37,315 shares; 2026Q1: 37,465 shares 37,465 $685K 0.02% +150 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,554 shares; 2024Q4: 28,300 shares; 2025Q1: 48,386 shares; 2025Q2: 48,059 shares; 2025Q3: 17,350 shares; 2025Q4: 15,150 shares; 2026Q1: 14,614 shares 14,614 $685K 0.02% -536 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; 2024Q2: restricted; 2024Q3: 7,126 shares; 2024Q4: 6,960 shares; 2025Q1: 16,092 shares; 2025Q2: 7,939 shares; 2025Q3: 8,093 shares; 2025Q4: 8,291 shares; 2026Q1: 8,545 shares 8,545 $684K 0.02% +254 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 5,820 shares; 2025Q1: 13,063 shares; 2025Q2: 6,115 shares; 2025Q3: 5,888 shares; 2025Q4: 5,046 shares; 2026Q1: 4,780 shares 4,780 $683K 0.02% -266 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: 10,723 shares; 2025Q1: 11,101 shares; 2025Q2: 13,100 shares; 2025Q3: 13,719 shares; 2025Q4: 13,922 shares; 2026Q1: 13,620 shares 13,620 $678K 0.02% -302 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,935 shares; 2024Q4: 388,935 shares; 2025Q1: 850,670 shares; 2025Q2: 423,235 shares; 2025Q3: 360,175 shares; 2025Q4: 243,327 shares; 2026Q1: 240,927 shares 240,927 $672K 0.02% -2,400 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 6,372 shares; 2025Q1: 9,164 shares; 2025Q2: 8,756 shares; 2025Q3: 9,389 shares; 2025Q4: 10,047 shares; 2026Q1: 10,341 shares 10,341 $659K 0.02% +294 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,654 shares; 2024Q4: 9,076 shares; 2025Q1: 23,038 shares; 2025Q2: 12,882 shares; 2025Q3: 10,263 shares; 2025Q4: 10,095 shares; 2026Q1: 9,330 shares 9,330 $656K 0.02% -765 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,625 shares; 2024Q4: 6,332 shares; 2025Q1: 12,789 shares; 2025Q2: 6,152 shares; 2025Q3: 5,977 shares; 2025Q4: 5,532 shares; 2026Q1: 5,436 shares 5,436 $656K 0.02% -96 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; 2024Q2: restricted; 2024Q3: 8,602 shares; 2024Q4: 8,296 shares; 2025Q1: 16,992 shares; 2025Q2: 8,671 shares; 2025Q3: 8,760 shares; 2025Q4: 9,126 shares; 2026Q1: 9,456 shares 9,456 $652K 0.02% +330 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; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 10,772 shares; 2025Q1: 25,020 shares; 2025Q2: 13,986 shares; 2025Q3: 14,753 shares; 2025Q4: 14,783 shares; 2026Q1: 14,812 shares 14,812 $649K 0.02% +29 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 17,389 shares; 2025Q1: 45,306 shares; 2025Q2: 21,147 shares; 2025Q3: 17,279 shares; 2025Q4: 15,808 shares; 2026Q1: 16,140 shares 16,140 $648K 0.02% +332 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; 2024Q2: restricted; 2024Q3: 10,494 shares; 2024Q4: 10,750 shares; 2025Q1: 82,629 shares; 2025Q2: 59,038 shares; 2025Q3: 59,241 shares; 2025Q4: 59,327 shares; 2026Q1: 58,676 shares 58,676 $647K 0.02% -651 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,608 shares; 2025Q1: 5,816 shares; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 3,094 shares; 2026Q1: 3,894 shares 3,894 $645K 0.01% +800 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 690 shares; 2025Q1: 1,527 shares; 2025Q2: 780 shares; 2025Q3: 882 shares; 2025Q4: 820 shares; 2026Q1: 835 shares 835 $645K 0.01% +15 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,698 shares; 2026Q1: 32,327 shares 32,327 $644K 0.01% +23,629 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,557 shares; 2024Q4: 15,806 shares; 2025Q1: 45,770 shares; 2025Q2: 34,743 shares; 2025Q3: 35,247 shares; 2025Q4: 35,441 shares; 2026Q1: 39,032 shares 39,032 $642K 0.01% +3,591 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 2,515 shares; 2025Q1: 50,713 shares; 2025Q2: 4,899 shares; 2025Q3: 6,021 shares; 2025Q4: 17,915 shares; 2026Q1: 7,766 shares 7,766 $640K 0.01% -10,149 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 755 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 3,895 shares; 2026Q1: 12,896 shares 12,896 $639K 0.01% +9,001 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,375 shares; 2025Q1: 3,778 shares; 2025Q2: 2,040 shares; 2025Q3: 1,703 shares; 2025Q4: 1,707 shares; 2026Q1: 1,792 shares 1,792 $638K 0.01% +85 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,338 shares; 2024Q4: 20,554 shares; 2025Q1: 54,429 shares; 2025Q2: 23,742 shares; 2025Q3: 20,999 shares; 2025Q4: 19,969 shares; 2026Q1: 17,969 shares 17,969 $638K 0.01% -2,000 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,250 shares; 2025Q1: 29,500 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares; 2025Q4: 16,250 shares; 2026Q1: 15,500 shares 15,500 $636K 0.01% -750 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,538 shares; 2025Q1: 4,744 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,276 shares; 2026Q1: 3,616 shares 3,616 $636K 0.01% +340 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 78 shares; 2025Q1: 246 shares; 2025Q2: 11,302 shares; 2025Q3: 11,160 shares; 2025Q4: 11,160 shares; 2026Q1: 11,160 shares 11,160 $636K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,896 shares; 2025Q1: 7,391 shares; 2025Q2: 3,843 shares; 2025Q3: 2,913 shares; 2025Q4: 2,913 shares; 2026Q1: 3,035 shares 3,035 $629K 0.01% +122 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,526 shares; 2024Q4: 8,261 shares; 2025Q1: 13,622 shares; 2025Q2: 12,559 shares; 2025Q3: 11,526 shares; 2025Q4: 13,478 shares; 2026Q1: 19,585 shares 19,585 $627K 0.01% +6,107 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 4,737 shares; 2025Q1: 11,554 shares; 2025Q2: 5,590 shares; 2025Q3: 4,514 shares; 2025Q4: 4,515 shares; 2026Q1: 4,585 shares 4,585 $623K 0.01% +70 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; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 8,131 shares; 2025Q1: 22,348 shares; 2025Q2: 14,597 shares; 2025Q3: 8,260 shares; 2025Q4: 14,810 shares; 2026Q1: 14,907 shares 14,907 $621K 0.01% +97 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 1,806 shares; 2026Q1: 4,683 shares 4,683 $609K 0.01% +2,877 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 8,687 shares; 2025Q1: 16,979 shares; 2025Q2: 8,964 shares; 2025Q3: 8,170 shares; 2025Q4: 10,731 shares; 2026Q1: 8,997 shares 8,997 $608K 0.01% -1,734 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,414 shares; 2025Q1: 23,774 shares; 2025Q2: 11,149 shares; 2025Q3: 10,192 shares; 2025Q4: 9,432 shares; 2026Q1: 8,909 shares 8,909 $603K 0.01% -523 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,781 shares; 2025Q1: 2,154 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 14,160 shares 14,160 $602K 0.01% +13,833 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 6,925 shares; 2025Q1: 14,266 shares; 2025Q2: 7,349 shares; 2025Q3: 7,641 shares; 2025Q4: 7,886 shares; 2026Q1: 8,018 shares 8,018 $602K 0.01% +132 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 8,415 shares; 2025Q1: 23,222 shares; 2025Q2: 12,559 shares; 2025Q3: 12,563 shares; 2025Q4: 10,317 shares; 2026Q1: 9,755 shares 9,755 $601K 0.01% -562 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,178 shares; 2024Q4: 14,306 shares; 2025Q1: 162,082 shares; 2025Q2: 37,895 shares; 2025Q3: 15,190 shares; 2025Q4: 16,366 shares; 2026Q1: 16,067 shares 16,067 $601K 0.01% -299 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,063 shares; 2025Q1: 6,572 shares; 2025Q2: 4,378 shares; 2025Q3: 4,685 shares; 2025Q4: 5,238 shares; 2026Q1: 6,630 shares 6,630 $600K 0.01% +1,392 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 2,049 shares; 2025Q1: 6,266 shares; 2025Q2: 2,454 shares; 2025Q3: 943 shares; 2025Q4: 945 shares; 2026Q1: 873 shares 873 $596K 0.01% -72 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 7,133 shares; 2025Q1: 14,788 shares; 2025Q2: 7,955 shares; 2025Q3: 7,973 shares; 2025Q4: 8,135 shares; 2026Q1: 8,646 shares 8,646 $595K 0.01% +511 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 9,466 shares; 2025Q1: 27,934 shares; 2025Q2: 15,720 shares; 2025Q3: 13,253 shares; 2025Q4: 11,684 shares; 2026Q1: 11,778 shares 11,778 $593K 0.01% +94 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 712 shares; 2025Q1: 163 shares; 2025Q2: 1,563 shares; 2025Q3: 3,990 shares; 2025Q4: 10,082 shares; 2026Q1: 11,402 shares 11,402 $592K 0.01% +1,320 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 4,888 shares; 2025Q1: 4,888 shares; 2025Q2: 4,920 shares; 2025Q3: 4,888 shares; 2025Q4: 4,888 shares; 2026Q1: 4,888 shares 4,888 $586K 0.01% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,699 shares; 2024Q4: 11,454 shares; 2025Q1: 7,581 shares; 2025Q2: 7,453 shares; 2025Q3: 7,373 shares; 2025Q4: 7,373 shares; 2026Q1: 7,373 shares 7,373 $583K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,290 shares; 2025Q1: 3,838 shares; 2025Q2: 2,114 shares; 2025Q3: 1,619 shares; 2025Q4: 2,198 shares; 2026Q1: 2,182 shares 2,182 $582K 0.01% -16 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 5,012 shares; 2025Q1: 13,560 shares; 2025Q2: 8,874 shares; 2025Q3: 9,411 shares; 2025Q4: 10,520 shares; 2026Q1: 13,667 shares 13,667 $580K 0.01% +3,147 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 16,000 shares; 2025Q2: 8,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,216 shares 13,216 $579K 0.01% +216 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 4,541 shares; 2025Q1: 4,429 shares; 2025Q2: 6,611 shares; 2025Q3: 6,611 shares; 2025Q4: 6,611 shares; 2026Q1: 6,645 shares 6,645 $574K 0.01% +34 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,031 shares; 2025Q1: 2,824 shares; 2025Q2: 4,331 shares; 2025Q3: 7,571 shares; 2025Q4: 7,571 shares; 2026Q1: 7,571 shares 7,571 $573K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,542 shares; 2025Q1: 8,502 shares; 2025Q2: 4,160 shares; 2025Q3: 3,374 shares; 2025Q4: 3,697 shares; 2026Q1: 3,815 shares 3,815 $573K 0.01% +118 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 7,627 shares; 2026Q1: 18,127 shares 18,127 $572K 0.01% +10,500 Timeline QBIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,157 shares; 2025Q4: 17,561 shares; 2026Q1: 16,794 shares 16,794 $572K 0.01% -767 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,584 shares; 2025Q1: 16,874 shares; 2025Q2: 18,880 shares; 2025Q3: 16,399 shares; 2025Q4: 20,136 shares; 2026Q1: 27,020 shares 27,020 $571K 0.01% +6,884 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,625 shares; 2024Q4: 39,899 shares; 2025Q1: 89,675 shares; 2025Q2: 44,036 shares; 2025Q3: 45,085 shares; 2025Q4: 45,385 shares; 2026Q1: 45,071 shares 45,071 $571K 0.01% -314 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,030 shares; 2025Q1: 15,141 shares; 2025Q2: 9,899 shares; 2025Q3: 9,611 shares; 2025Q4: 9,915 shares; 2026Q1: 9,847 shares 9,847 $568K 0.01% -68 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,864 shares; 2025Q1: 4,048 shares; 2025Q2: 1,864 shares; 2025Q3: 2,149 shares; 2025Q4: 23,865 shares; 2026Q1: 25,747 shares 25,747 $566K 0.01% +1,882 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 524 shares; 2025Q1: 1,431 shares; 2025Q2: 4,091 shares; 2025Q3: 2,858 shares; 2025Q4: 3,973 shares; 2026Q1: 3,958 shares 3,958 $566K 0.01% -15 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 4,855 shares; 2025Q4: 6,783 shares; 2026Q1: 16,204 shares 16,204 $565K 0.01% +9,421 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,623 shares; 2025Q1: 23,087 shares; 2025Q2: 14,474 shares; 2025Q3: 14,491 shares; 2025Q4: 14,154 shares; 2026Q1: 14,153 shares 14,153 $559K 0.01% -1 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,664 shares; 2024Q4: 6,449 shares; 2025Q1: 12,404 shares; 2025Q2: 6,897 shares; 2025Q3: 6,877 shares; 2025Q4: 6,866 shares; 2026Q1: 6,455 shares 6,455 $558K 0.01% -411 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,908 shares; 2025Q1: 14,411 shares; 2025Q2: 8,289 shares; 2025Q3: 7,068 shares; 2025Q4: 7,072 shares; 2026Q1: 7,074 shares 7,074 $557K 0.01% +2 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 1,235 shares; 2025Q3: 1,918 shares; 2025Q4: 4,081 shares; 2026Q1: 7,844 shares 7,844 $556K 0.01% +3,763 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 336 shares; 2025Q2: 111 shares; 2025Q3: not reported; 2025Q4: 18,875 shares; 2026Q1: 26,350 shares 26,350 $555K 0.01% +7,475 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,564 shares; 2025Q1: 6,114 shares; 2025Q2: 4,579 shares; 2025Q3: 4,669 shares; 2025Q4: 4,572 shares; 2026Q1: 4,572 shares 4,572 $554K 0.01% 0 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,858 shares 4,858 $554K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,696 shares; 2025Q1: 5,846 shares; 2025Q2: 3,179 shares; 2025Q3: 2,658 shares; 2025Q4: 2,236 shares; 2026Q1: 2,080 shares 2,080 $553K 0.01% -156 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 4,596 shares; 2026Q1: 13,864 shares 13,864 $552K 0.01% +9,268 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,640 shares; 2025Q1: 18,662 shares; 2025Q2: 8,789 shares; 2025Q3: 8,789 shares; 2025Q4: 8,789 shares; 2026Q1: 8,789 shares 8,789 $549K 0.01% 0 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,263 shares 10,263 $548K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 2,147 shares; 2025Q1: 7,198 shares; 2025Q2: 3,494 shares; 2025Q3: 1,742 shares; 2025Q4: 1,979 shares; 2026Q1: 2,181 shares 2,181 $547K 0.01% +202 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,547 shares; 2024Q4: 8,592 shares; 2025Q1: 2,108 shares; 2025Q2: 957 shares; 2025Q3: 410 shares; 2025Q4: 412 shares; 2026Q1: 371 shares 371 $546K 0.01% -41 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,006 shares; 2024Q4: 3,571 shares; 2025Q1: 7,010 shares; 2025Q2: 3,624 shares; 2025Q3: 3,611 shares; 2025Q4: 4,106 shares; 2026Q1: 4,024 shares 4,024 $546K 0.01% -82 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 7,627 shares; 2025Q1: 18,552 shares; 2025Q2: 9,651 shares; 2025Q3: 8,824 shares; 2025Q4: 8,724 shares; 2026Q1: 10,393 shares 10,393 $546K 0.01% +1,669 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 6,542 shares; 2025Q1: 13,147 shares; 2025Q2: 6,576 shares; 2025Q3: 6,480 shares; 2025Q4: 6,480 shares; 2026Q1: 12,960 shares 12,960 $545K 0.01% +6,480 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,062 shares; 2024Q4: 7,070 shares; 2025Q1: 13,106 shares; 2025Q2: 6,658 shares; 2025Q3: 6,628 shares; 2025Q4: 6,405 shares; 2026Q1: 7,623 shares 7,623 $544K 0.01% +1,218 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,687 shares; 2025Q1: 8,090 shares; 2025Q2: 5,394 shares; 2025Q3: 5,412 shares; 2025Q4: 6,397 shares; 2026Q1: 6,416 shares 6,416 $544K 0.01% +19 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 9,129 shares; 2025Q1: 27,286 shares; 2025Q2: 10,107 shares; 2025Q3: 2,138 shares; 2025Q4: 2,575 shares; 2026Q1: 2,739 shares 2,739 $543K 0.01% +164 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,448 shares; 2025Q1: 52,350 shares; 2025Q2: 18,650 shares; 2025Q3: 18,650 shares; 2025Q4: 18,653 shares; 2026Q1: 18,650 shares 18,650 $542K 0.01% -3 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,293 shares; 2025Q1: 5,786 shares; 2025Q2: 3,307 shares; 2025Q3: 2,940 shares; 2025Q4: 2,413 shares; 2026Q1: 2,261 shares 2,261 $541K 0.01% -152 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,570 shares; 2025Q1: 9,159 shares; 2025Q2: 9,985 shares; 2025Q3: 9,679 shares; 2025Q4: 9,572 shares; 2026Q1: 9,209 shares 9,209 $538K 0.01% -363 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,681 shares; 2025Q1: 41,589 shares; 2025Q2: 17,084 shares; 2025Q3: 8,695 shares; 2025Q4: 12,475 shares; 2026Q1: 14,005 shares 14,005 $538K 0.01% +1,530 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 2,517 shares; 2025Q1: 13,306 shares; 2025Q2: 4,306 shares; 2025Q3: 4,534 shares; 2025Q4: 4,777 shares; 2026Q1: 5,165 shares 5,165 $534K 0.01% +388 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,288 shares 2,288 $534K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,720 shares; 2025Q1: 8,347 shares; 2025Q2: 5,807 shares; 2025Q3: 6,185 shares; 2025Q4: 5,969 shares; 2026Q1: 5,704 shares 5,704 $525K 0.01% -265 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 4,028 shares; 2025Q1: 14,371 shares; 2025Q2: 8,306 shares; 2025Q3: 7,670 shares; 2025Q4: 7,670 shares; 2026Q1: 8,200 shares 8,200 $522K 0.01% +530 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 300 shares; 2025Q1: 400 shares; 2025Q2: 604 shares; 2025Q3: 1,376 shares; 2025Q4: 1,494 shares; 2026Q1: 11,630 shares 11,630 $522K 0.01% +10,136 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 3,708 shares; 2025Q1: 4,001 shares; 2025Q2: 7,275 shares; 2025Q3: 7,537 shares; 2025Q4: 7,839 shares; 2026Q1: 7,669 shares 7,669 $521K 0.01% -170 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 137 shares; 2025Q1: 578 shares; 2025Q2: 245 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 739 shares 739 $519K 0.01% +726 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 3,300 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 4,712 shares 4,712 $516K 0.01% +2,262 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,130 shares; 2025Q1: 4,697 shares; 2025Q2: 3,459 shares; 2025Q3: 3,068 shares; 2025Q4: 4,712 shares; 2026Q1: 4,572 shares 4,572 $515K 0.01% -140 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,310 shares; 2024Q4: 342,135 shares; 2025Q1: 998,430 shares; 2025Q2: 559,345 shares; 2025Q3: 469,244 shares; 2025Q4: 79,433 shares; 2026Q1: 50,578 shares 50,578 $515K 0.01% -28,855 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,832 shares; 2024Q4: 69,968 shares; 2025Q1: 289,892 shares; 2025Q2: 135,835 shares; 2025Q3: 10,255 shares; 2025Q4: 10,643 shares; 2026Q1: 10,262 shares 10,262 $512K 0.01% -381 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,210 shares; 2025Q1: 24,840 shares; 2025Q2: 18,630 shares; 2025Q3: 13,098 shares; 2025Q4: 13,098 shares; 2026Q1: 13,098 shares 13,098 $512K 0.01% 0 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,450 shares; 2024Q4: 50,406 shares; 2025Q1: 187,040 shares; 2025Q2: 141,368 shares; 2025Q3: 14,346 shares; 2025Q4: 12,897 shares; 2026Q1: 12,615 shares 12,615 $512K 0.01% -282 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 4,315 shares; 2025Q1: 9,133 shares; 2025Q2: 5,054 shares; 2025Q3: 4,578 shares; 2025Q4: 4,581 shares; 2026Q1: 4,545 shares 4,545 $510K 0.01% -36 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares 21,000 $509K 0.01% 0 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,152 shares; 2024Q4: 16,809 shares; 2025Q1: 48,512 shares; 2025Q2: 23,931 shares; 2025Q3: 24,559 shares; 2025Q4: 24,110 shares; 2026Q1: 24,904 shares 24,904 $509K 0.01% +794 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,486 shares; 2024Q4: 21,252 shares; 2025Q1: 39,933 shares; 2025Q2: 17,223 shares; 2025Q3: 13,979 shares; 2025Q4: 13,375 shares; 2026Q1: 10,026 shares 10,026 $508K 0.01% -3,349 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,155 shares; 2026Q1: 10,107 shares 10,107 $507K 0.01% +7,952 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,900 shares; 2025Q1: 14,509 shares; 2025Q2: 6,352 shares; 2025Q3: 6,586 shares; 2025Q4: 13,301 shares; 2026Q1: 13,257 shares 13,257 $506K 0.01% -44 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,525 shares; 2024Q4: 26,680 shares; 2025Q1: 51,605 shares; 2025Q2: 25,596 shares; 2025Q3: 24,797 shares; 2025Q4: 23,124 shares; 2026Q1: 23,560 shares 23,560 $506K 0.01% +436 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 7,979 shares; 2025Q1: 37,651 shares; 2025Q2: 28,131 shares; 2025Q3: 9,697 shares; 2025Q4: 10,559 shares; 2026Q1: 11,982 shares 11,982 $506K 0.01% +1,423 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,589 shares; 2024Q4: 3,869 shares; 2025Q1: 7,428 shares; 2025Q2: 6,314 shares; 2025Q3: 6,658 shares; 2025Q4: 6,919 shares; 2026Q1: 7,235 shares 7,235 $506K 0.01% +316 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,324 shares; 2025Q1: 19,297 shares; 2025Q2: 11,584 shares; 2025Q3: 7,700 shares; 2025Q4: 8,375 shares; 2026Q1: 9,615 shares 9,615 $504K 0.01% +1,240 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 3,658 shares; 2025Q1: 10,913 shares; 2025Q2: 7,255 shares; 2025Q3: 7,255 shares; 2025Q4: 7,255 shares; 2026Q1: 7,255 shares 7,255 $504K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,408 shares; 2025Q1: 3,286 shares; 2025Q2: 1,526 shares; 2025Q3: 1,528 shares; 2025Q4: 1,493 shares; 2026Q1: 1,414 shares 1,414 $504K 0.01% -79 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 4,069 shares; 2025Q1: 10,390 shares; 2025Q2: 5,609 shares; 2025Q3: 4,334 shares; 2025Q4: 4,524 shares; 2026Q1: 4,194 shares 4,194 $497K 0.01% -330 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,919 shares; 2025Q4: 3,830 shares; 2026Q1: 9,050 shares 9,050 $496K 0.01% +5,220 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 3,975 shares; 2025Q1: 12,350 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,500 shares; 2026Q1: 5,700 shares 5,700 $492K 0.01% +200 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,438 shares; 2024Q4: 22,189 shares; 2025Q1: 27,041 shares; 2025Q2: 9,766 shares; 2025Q3: 10,505 shares; 2025Q4: 10,079 shares; 2026Q1: 9,862 shares 9,862 $487K 0.01% -217 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,029 shares; 2025Q1: 2,807 shares; 2025Q2: 1,791 shares; 2025Q3: 1,795 shares; 2025Q4: 2,054 shares; 2026Q1: 2,060 shares 2,060 $487K 0.01% +6 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; 2024Q2: restricted; 2024Q3: 25,420 shares; 2024Q4: 15,750 shares; 2025Q1: 20,323 shares; 2025Q2: 20,323 shares; 2025Q3: 19,666 shares; 2025Q4: 20,559 shares; 2026Q1: 19,666 shares 19,666 $484K 0.01% -893 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,382 shares; 2025Q1: 6,884 shares; 2025Q2: 2,580 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares 2,308 $480K 0.01% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 2,245 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares 2,128 $474K 0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,807 shares; 2024Q4: 33,433 shares; 2025Q1: 28,891 shares; 2025Q2: 27,824 shares; 2025Q3: 8,420 shares; 2025Q4: 7,728 shares; 2026Q1: 7,488 shares 7,488 $471K 0.01% -240 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 525 shares; 2025Q1: 377 shares; 2025Q2: 6,819 shares; 2025Q3: 6,756 shares; 2025Q4: 8,256 shares; 2026Q1: 10,256 shares 10,256 $470K 0.01% +2,000 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,556 shares; 2025Q1: 11,177 shares; 2025Q2: 15,843 shares; 2025Q3: 16,186 shares; 2025Q4: 16,007 shares; 2026Q1: 15,661 shares 15,661 $470K 0.01% -346 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,125 shares; 2025Q1: 6,667 shares; 2025Q2: 496 shares; 2025Q3: 9,926 shares; 2025Q4: 15,961 shares; 2026Q1: 19,724 shares 19,724 $468K 0.01% +3,763 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,668 shares; 2025Q1: 8,602 shares; 2025Q2: 3,718 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 1,110 shares 1,110 $463K 0.01% +120 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,159 shares; 2025Q1: 3,067 shares; 2025Q2: 2,120 shares; 2025Q3: 2,717 shares; 2025Q4: 5,236 shares; 2026Q1: 8,529 shares 8,529 $459K 0.01% +3,293 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,911 shares; 2024Q4: 15,598 shares; 2025Q1: 27,069 shares; 2025Q2: 12,073 shares; 2025Q3: 10,466 shares; 2025Q4: 10,789 shares; 2026Q1: 9,007 shares 9,007 $458K 0.01% -1,782 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,096 shares; 2025Q1: 17,760 shares; 2025Q2: 13,142 shares; 2025Q3: 12,664 shares; 2025Q4: 12,548 shares; 2026Q1: 12,764 shares 12,764 $456K 0.01% +216 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,604 shares; 2025Q1: 10,664 shares; 2025Q2: 6,788 shares; 2025Q3: 6,644 shares; 2025Q4: 6,112 shares; 2026Q1: 3,277 shares 3,277 $456K 0.01% -2,835 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 2,128 shares; 2025Q2: 1,454 shares; 2025Q3: 1,101 shares; 2025Q4: 2,141 shares; 2026Q1: 2,300 shares 2,300 $455K 0.01% +159 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,031 shares; 2025Q1: 7,008 shares; 2025Q2: 4,077 shares; 2025Q3: 3,809 shares; 2025Q4: 3,809 shares; 2026Q1: 4,519 shares 4,519 $455K 0.01% +710 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,232 shares; 2024Q4: 80,965 shares; 2025Q1: 470,421 shares; 2025Q2: 205,777 shares; 2025Q3: 18,526 shares; 2025Q4: 17,884 shares; 2026Q1: 19,491 shares 19,491 $455K 0.01% +1,607 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 330,153 shares; 2025Q1: 968,213 shares; 2025Q2: 590,181 shares; 2025Q3: 564,926 shares; 2025Q4: 122,855 shares; 2026Q1: 88,727 shares 88,727 $453K 0.01% -34,128 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 17,416 shares; 2025Q1: 39,247 shares; 2025Q2: 22,286 shares; 2025Q3: 24,180 shares; 2025Q4: 16,085 shares; 2026Q1: 14,830 shares 14,830 $452K 0.01% -1,255 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,854 shares; 2024Q4: 125,904 shares; 2025Q1: 239,728 shares; 2025Q2: 113,314 shares; 2025Q3: 116,814 shares; 2025Q4: 90,196 shares; 2026Q1: 126,846 shares 126,846 $450K 0.01% +36,650 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 1,906 shares; 2025Q1: 3,970 shares; 2025Q2: 2,837 shares; 2025Q3: 2,899 shares; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares 2,790 $448K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 430 shares; 2025Q1: 1,375 shares; 2025Q2: 624 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 1,382 shares 1,382 $446K 0.01% +959 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,915 shares; 2024Q4: 17,810 shares; 2025Q1: 37,645 shares; 2025Q2: 19,635 shares; 2025Q3: 19,970 shares; 2025Q4: 18,770 shares; 2026Q1: 19,930 shares 19,930 $446K 0.01% +1,160 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,929 shares; 2024Q4: 14,705 shares; 2025Q1: 49,567 shares; 2025Q2: 24,960 shares; 2025Q3: 21,583 shares; 2025Q4: 23,059 shares; 2026Q1: 3,771 shares 3,771 $446K 0.01% -19,288 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,330 shares; 2026Q1: 9,330 shares 9,330 $445K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,105 shares; 2025Q1: 5,572 shares; 2025Q2: 4,737 shares; 2025Q3: 4,323 shares; 2025Q4: 4,255 shares; 2026Q1: 4,605 shares 4,605 $444K 0.01% +350 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,945 shares; 2024Q4: 6,928 shares; 2025Q1: 20,201 shares; 2025Q2: 6,932 shares; 2025Q3: 6,935 shares; 2025Q4: 6,937 shares; 2026Q1: 6,353 shares 6,353 $443K 0.01% -584 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 4,504 shares; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares; 2026Q1: 2,962 shares 2,962 $437K 0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,556 shares; 2025Q1: 50,960 shares; 2025Q2: 22,256 shares; 2025Q3: 24,325 shares; 2025Q4: 25,337 shares; 2026Q1: 25,646 shares 25,646 $436K 0.01% +309 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,900 shares; 2025Q1: 8,650 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 9,340 shares; 2026Q1: 9,744 shares 9,744 $435K 0.01% +404 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 5,500 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 4,000 shares 4,000 $434K 0.01% +1,000 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,545 shares; 2025Q1: 25,090 shares; 2025Q2: 13,545 shares; 2025Q3: 13,545 shares; 2025Q4: 13,545 shares; 2026Q1: 12,595 shares 12,595 $432K 0.01% -950 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 6,240 shares; 2025Q2: 4,680 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,440 shares 4,440 $430K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,306 shares; 2025Q1: 30,667 shares; 2025Q2: 15,578 shares; 2025Q3: 2,577 shares; 2025Q4: 2,483 shares; 2026Q1: 2,961 shares 2,961 $428K 0.01% +478 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 5,708 shares; 2025Q1: 12,709 shares; 2025Q2: 7,608 shares; 2025Q3: 7,382 shares; 2025Q4: 7,497 shares; 2026Q1: 7,109 shares 7,109 $428K 0.01% -388 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,426 shares; 2025Q1: 12,504 shares; 2025Q2: 9,215 shares; 2025Q3: 9,078 shares; 2025Q4: 9,078 shares; 2026Q1: 9,771 shares 9,771 $427K 0.01% +693 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 267 shares; 2025Q2: 95 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,485 shares 3,485 $426K 0.01% new Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,356 shares; 2024Q4: 13,793 shares; 2025Q1: 20,872 shares; 2025Q2: 34,151 shares; 2025Q3: 33,022 shares; 2025Q4: 52,555 shares; 2026Q1: 52,956 shares 52,956 $424K 0.01% +401 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,375 shares; 2024Q4: 58,797 shares; 2025Q1: 168,182 shares; 2025Q2: 111,917 shares; 2025Q3: 107,880 shares; 2025Q4: 22,539 shares; 2026Q1: 21,919 shares 21,919 $423K 0.01% -620 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 10,170 shares; 2025Q1: 10,394 shares; 2025Q2: 5,063 shares; 2025Q3: 4,934 shares; 2025Q4: 6,037 shares; 2026Q1: 8,890 shares 8,890 $423K 0.01% +2,853 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 3,400 shares; 2025Q2: 8,072 shares; 2025Q3: 8,072 shares; 2025Q4: 7,650 shares; 2026Q1: 9,372 shares 9,372 $419K 0.01% +1,722 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,190 shares; 2025Q1: 10,130 shares; 2025Q2: 38,474 shares; 2025Q3: 38,474 shares; 2025Q4: 38,474 shares; 2026Q1: 38,874 shares 38,874 $418K 0.01% +400 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,375 shares; 2024Q4: 14,790 shares; 2025Q1: 36,557 shares; 2025Q2: 18,813 shares; 2025Q3: 14,468 shares; 2025Q4: 14,468 shares; 2026Q1: 16,008 shares 16,008 $414K 0.01% +1,540 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 50,000 shares 50,000 $414K 0.01% -10,000 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 238 shares; 2025Q2: 148 shares; 2025Q3: 9,186 shares; 2025Q4: 7,517 shares; 2026Q1: 6,856 shares 6,856 $414K 0.01% -661 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,648 shares; 2025Q1: 5,404 shares; 2025Q2: 3,457 shares; 2025Q3: 3,457 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares 3,191 $409K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 627 shares; 2025Q1: 1,754 shares; 2025Q2: 127 shares; 2025Q3: 582 shares; 2025Q4: 6,593 shares; 2026Q1: 7,483 shares 7,483 $409K 0.01% +890 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: 347 shares; 2025Q2: 7,316 shares; 2025Q3: 6,200 shares; 2025Q4: 8,200 shares; 2026Q1: 15,200 shares 15,200 $403K 0.01% +7,000 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,712 shares; 2026Q1: 4,712 shares 4,712 $400K 0.01% 0 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 3,348 shares; 2025Q2: 1,535 shares; 2025Q3: 1,718 shares; 2025Q4: 2,779 shares; 2026Q1: 9,995 shares 9,995 $400K 0.01% +7,216 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,359 shares; 2024Q4: 10,141 shares; 2025Q1: 29,719 shares; 2025Q2: 12,303 shares; 2025Q3: 3,888 shares; 2025Q4: 4,222 shares; 2026Q1: 4,243 shares 4,243 $399K 0.01% +21 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 693 shares; 2025Q1: 2,106 shares; 2025Q2: 1,022 shares; 2025Q3: 1,221 shares; 2025Q4: 2,682 shares; 2026Q1: 3,298 shares 3,298 $398K 0.01% +616 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 5,057 shares; 2025Q1: 14,971 shares; 2025Q2: 10,314 shares; 2025Q3: 10,314 shares; 2025Q4: 10,314 shares; 2026Q1: 10,314 shares 10,314 $398K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,021 shares; 2024Q4: 14,065 shares; 2025Q1: 24,232 shares; 2025Q2: 12,641 shares; 2025Q3: 9,184 shares; 2025Q4: 8,555 shares; 2026Q1: 10,659 shares 10,659 $397K 0.01% +2,104 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 7,890 shares; 2025Q1: 18,140 shares; 2025Q2: 10,761 shares; 2025Q3: 9,124 shares; 2025Q4: 8,730 shares; 2026Q1: 8,260 shares 8,260 $396K 0.01% -470 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 7,652 shares; 2025Q1: 21,521 shares; 2025Q2: 8,887 shares; 2025Q3: 8,887 shares; 2025Q4: 8,888 shares; 2026Q1: 8,888 shares 8,888 $395K 0.01% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,329 shares; 2024Q4: 9,056 shares; 2025Q1: 17,572 shares; 2025Q2: 8,486 shares; 2025Q3: 8,288 shares; 2025Q4: 8,288 shares; 2026Q1: 6,844 shares 6,844 $394K 0.01% -1,444 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,177 shares; 2025Q1: 2,465 shares; 2025Q2: 1,478 shares; 2025Q3: 1,730 shares; 2025Q4: 1,559 shares; 2026Q1: 2,570 shares 2,570 $393K 0.01% +1,011 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,606 shares; 2025Q1: 11,112 shares; 2025Q2: 5,394 shares; 2025Q3: 5,394 shares; 2025Q4: 5,923 shares; 2026Q1: 7,224 shares 7,224 $391K 0.01% +1,301 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 5,978 shares; 2025Q1: 16,557 shares; 2025Q2: 7,062 shares; 2025Q3: 3,899 shares; 2025Q4: 3,840 shares; 2026Q1: 3,964 shares 3,964 $387K 0.01% +124 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,191 shares; 2025Q1: 3,662 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares 3,030 $387K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 2,002 shares; 2025Q1: 9,262 shares; 2025Q2: 4,176 shares; 2025Q3: 2,921 shares; 2025Q4: 3,234 shares; 2026Q1: 3,191 shares 3,191 $387K 0.01% -43 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,721 shares; 2024Q4: 25,694 shares; 2025Q1: 58,715 shares; 2025Q2: 32,969 shares; 2025Q3: 34,322 shares; 2025Q4: 30,075 shares; 2026Q1: 25,860 shares 25,860 $385K 0.01% -4,215 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 661 shares; 2025Q1: 1,665 shares; 2025Q2: 1,831 shares; 2025Q3: 1,471 shares; 2025Q4: 1,671 shares; 2026Q1: 2,204 shares 2,204 $385K 0.01% +533 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; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 9,725 shares; 2025Q1: 8,865 shares; 2025Q2: 7,340 shares; 2025Q3: 6,440 shares; 2025Q4: 6,250 shares; 2026Q1: 6,375 shares 6,375 $384K 0.01% +125 Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,373 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,825 shares 20,825 $383K 0.01% new Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 7,050 shares; 2025Q2: 3,524 shares; 2025Q3: 3,522 shares; 2025Q4: 3,522 shares; 2026Q1: 3,522 shares 3,522 $382K 0.01% 0 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,335 shares; 2025Q1: 9,125 shares; 2025Q2: 7,875 shares; 2025Q3: 7,775 shares; 2025Q4: 7,695 shares; 2026Q1: 6,965 shares 6,965 $381K 0.01% -730 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 2,112 shares; 2025Q1: 4,568 shares; 2025Q2: 2,413 shares; 2025Q3: 2,183 shares; 2025Q4: 2,194 shares; 2026Q1: 5,647 shares 5,647 $374K 0.01% +3,453 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,131 shares; 2024Q4: 7,473 shares; 2025Q1: 28,307 shares; 2025Q2: 11,350 shares; 2025Q3: 10,015 shares; 2025Q4: 9,553 shares; 2026Q1: 10,159 shares 10,159 $374K 0.01% +606 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,278 shares; 2024Q4: 17,231 shares; 2025Q1: 3,334 shares; 2025Q2: 2,090 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,358 shares 1,358 $374K 0.01% -82 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,130 shares; 2025Q2: 3,342 shares; 2025Q3: 3,302 shares; 2025Q4: 3,302 shares; 2026Q1: 3,152 shares 3,152 $374K 0.01% -150 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 912 shares; 2026Q1: 912 shares 912 $372K 0.01% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 13,564 shares; 2025Q3: 9,231 shares; 2025Q4: 9,427 shares; 2026Q1: 9,427 shares 9,427 $370K 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 113 shares; 2025Q1: 339 shares; 2025Q2: 6,621 shares; 2025Q3: 6,500 shares; 2025Q4: 6,200 shares; 2026Q1: 5,000 shares 5,000 $370K 0.01% -1,200 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,970 shares; 2025Q1: 4,498 shares; 2025Q2: 2,783 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 2,725 shares 2,725 $369K 0.01% -400 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,523 shares; 2025Q1: 6,515 shares; 2025Q2: 3,590 shares; 2025Q3: 3,746 shares; 2025Q4: 4,254 shares; 2026Q1: 4,896 shares 4,896 $369K 0.01% +642 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,670 shares; 2025Q2: 25,049 shares; 2025Q3: 25,379 shares; 2025Q4: 23,896 shares; 2026Q1: 25,529 shares 25,529 $368K 0.01% +1,633 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,853 shares; 2024Q4: 23,745 shares; 2025Q1: 44,284 shares; 2025Q2: 21,467 shares; 2025Q3: 21,467 shares; 2025Q4: 10,567 shares; 2026Q1: 10,567 shares 10,567 $368K 0.01% 0 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,400 shares; 2025Q1: 4,896 shares; 2025Q2: 3,362 shares; 2025Q3: 3,318 shares; 2025Q4: 2,868 shares; 2026Q1: 2,468 shares 2,468 $364K 0.01% -400 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 294 shares; 2025Q1: 567 shares; 2025Q2: 1,013 shares; 2025Q3: 851 shares; 2025Q4: 683 shares; 2026Q1: 1,057 shares 1,057 $361K 0.01% +374 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,216 shares; 2025Q1: 10,154 shares; 2025Q2: 5,980 shares; 2025Q3: 4,855 shares; 2025Q4: 4,645 shares; 2026Q1: 4,716 shares 4,716 $359K 0.01% +71 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 9,842 shares; 2025Q1: 21,376 shares; 2025Q2: 15,268 shares; 2025Q3: 14,589 shares; 2025Q4: 14,607 shares; 2026Q1: 14,634 shares 14,634 $359K 0.01% +27 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,140 shares; 2025Q1: 21,660 shares; 2025Q2: 22,070 shares; 2025Q3: 8,105 shares; 2025Q4: 10,463 shares; 2026Q1: 13,142 shares 13,142 $358K 0.01% +2,679 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,854 shares; 2024Q4: 264,095 shares; 2025Q1: 440,408 shares; 2025Q2: 202,829 shares; 2025Q3: 12,051 shares; 2025Q4: 12,333 shares; 2026Q1: 12,201 shares 12,201 $355K 0.01% -132 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $355K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 7,424 shares; 2025Q1: 17,084 shares; 2025Q2: 7,247 shares; 2025Q3: 4,296 shares; 2025Q4: 4,481 shares; 2026Q1: 4,266 shares 4,266 $353K 0.01% -215 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,735 shares; 2024Q4: 10,736 shares; 2025Q1: 10,247 shares; 2025Q2: 34,321 shares; 2025Q3: 40,855 shares; 2025Q4: 33,352 shares; 2026Q1: 4,684 shares 4,684 $352K 0.01% -28,668 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,040 shares; 2025Q1: 4,718 shares; 2025Q2: 2,554 shares; 2025Q3: 2,551 shares; 2025Q4: 2,091 shares; 2026Q1: 2,004 shares 2,004 $352K 0.01% -87 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,208 shares; 2025Q1: 14,211 shares; 2025Q2: 6,751 shares; 2025Q3: 4,222 shares; 2025Q4: 4,222 shares; 2026Q1: 4,222 shares 4,222 $348K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,311 shares; 2025Q1: 7,498 shares; 2025Q2: 5,330 shares; 2025Q3: 4,194 shares; 2025Q4: 3,902 shares; 2026Q1: 4,127 shares 4,127 $345K 0.01% +225 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 1,304 shares; 2026Q1: 2,106 shares 2,106 $344K 0.01% +802 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,764 shares; 2025Q3: 2,700 shares; 2025Q4: 4,012 shares; 2026Q1: 3,424 shares 3,424 $343K 0.01% -588 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,900 shares; 2025Q1: 7,800 shares; 2025Q2: 7,855 shares; 2025Q3: 7,855 shares; 2025Q4: 7,830 shares; 2026Q1: 7,530 shares 7,530 $343K 0.01% -300 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: 3,920 shares; 2025Q2: 1,935 shares; 2025Q3: 1,833 shares; 2025Q4: 1,868 shares; 2026Q1: 1,872 shares 1,872 $341K 0.01% +4 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 4,140 shares; 2025Q2: 3,105 shares; 2025Q3: 3,105 shares; 2025Q4: 3,105 shares; 2026Q1: 3,105 shares 3,105 $340K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,376 shares; 2025Q1: 11,931 shares; 2025Q2: 6,630 shares; 2025Q3: 4,207 shares; 2025Q4: 14,541 shares; 2026Q1: 13,798 shares 13,798 $337K 0.01% -743 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 5,450 shares; 2025Q4: 8,950 shares; 2026Q1: 7,050 shares 7,050 $335K 0.01% -1,900 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,966 shares; 2025Q1: 4,344 shares; 2025Q2: 3,921 shares; 2025Q3: 1,246 shares; 2025Q4: 1,240 shares; 2026Q1: 1,563 shares 1,563 $334K 0.01% +323 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 13,924 shares; 2025Q3: 13,924 shares; 2025Q4: 12,522 shares; 2026Q1: 12,522 shares 12,522 $331K 0.01% 0 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 35,477 shares; 2025Q1: 80,478 shares; 2025Q2: 40,891 shares; 2025Q3: 34,716 shares; 2025Q4: 34,526 shares; 2026Q1: 34,296 shares 34,296 $331K 0.01% -230 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 7,577 shares; 2025Q1: 21,579 shares; 2025Q2: 7,700 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,454 shares 1,454 $326K 0.01% -29 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,543 shares; 2025Q4: 86,098 shares; 2026Q1: 11,386 shares 11,386 $326K 0.01% -74,712 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 1,153 shares; 2025Q1: 2,628 shares; 2025Q2: 16,547 shares; 2025Q3: 16,013 shares; 2025Q4: 27,553 shares; 2026Q1: 2,958 shares 2,958 $322K 0.01% -24,595 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 3,153 shares; 2025Q1: 8,672 shares; 2025Q2: 4,519 shares; 2025Q3: 4,900 shares; 2025Q4: 4,635 shares; 2026Q1: 3,640 shares 3,640 $322K 0.01% -995 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,784 shares 11,784 $321K 0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 938 shares; 2025Q1: 2,937 shares; 2025Q2: 1,869 shares; 2025Q3: 1,659 shares; 2025Q4: 1,867 shares; 2026Q1: 3,889 shares 3,889 $321K 0.01% +2,022 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; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 194 shares; 2025Q2: 111 shares; 2025Q3: 106 shares; 2025Q4: 95 shares; 2026Q1: 166 shares 166 $318K 0.01% +71 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,020 shares; 2025Q1: 3,996 shares; 2025Q2: 1,955 shares; 2025Q3: 1,770 shares; 2025Q4: 1,474 shares; 2026Q1: 1,440 shares 1,440 $315K 0.01% -34 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,360 shares; 2025Q2: 5,330 shares; 2025Q3: 6,580 shares; 2025Q4: 6,580 shares; 2026Q1: 7,915 shares 7,915 $314K 0.01% +1,335 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 5,125 shares; 2025Q1: 5,469 shares; 2025Q2: 5,156 shares; 2025Q3: 5,118 shares; 2025Q4: 4,625 shares; 2026Q1: 5,639 shares 5,639 $314K 0.01% +1,014 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 15,255 shares; 2025Q1: 31,010 shares; 2025Q2: 14,190 shares; 2025Q3: 14,190 shares; 2025Q4: 14,190 shares; 2026Q1: 14,793 shares 14,793 $311K 0.01% +603 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,694 shares; 2024Q4: 3,694 shares; 2025Q1: 7,405 shares; 2025Q2: 3,616 shares; 2025Q3: 3,597 shares; 2025Q4: 3,597 shares; 2026Q1: 3,597 shares 3,597 $310K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 319 shares; 2025Q1: 543 shares; 2025Q2: 467 shares; 2025Q3: 426 shares; 2025Q4: 526 shares; 2026Q1: 526 shares 526 $310K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,096 shares; 2025Q1: 2,595 shares; 2025Q2: 1,452 shares; 2025Q3: 1,255 shares; 2025Q4: 6,770 shares; 2026Q1: 6,288 shares 6,288 $307K 0.01% -482 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; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 977 shares; 2025Q1: 2,310 shares; 2025Q2: 1,181 shares; 2025Q3: 2,020 shares; 2025Q4: 1,979 shares; 2026Q1: 1,971 shares 1,971 $306K 0.01% -8 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,372 shares; 2025Q1: 10,113 shares; 2025Q2: 6,751 shares; 2025Q3: 5,964 shares; 2025Q4: 5,967 shares; 2026Q1: 4,969 shares 4,969 $305K 0.01% -998 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,887 shares; 2024Q4: 3,745 shares; 2025Q1: 3,745 shares; 2025Q2: 3,422 shares; 2025Q3: 3,399 shares; 2025Q4: 4,104 shares; 2026Q1: 3,717 shares 3,717 $305K 0.01% -387 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,503 shares; 2025Q1: 4,646 shares; 2025Q2: 6,940 shares; 2025Q3: 5,294 shares; 2025Q4: 5,274 shares; 2026Q1: 4,278 shares 4,278 $305K 0.01% -996 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 2,197 shares; 2025Q2: 1,242 shares; 2025Q3: 937 shares; 2025Q4: 946 shares; 2026Q1: 946 shares 946 $304K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,262 shares; 2025Q1: 14,356 shares; 2025Q2: 7,770 shares; 2025Q3: 4,642 shares; 2025Q4: 4,572 shares; 2026Q1: 4,673 shares 4,673 $304K 0.01% +101 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,555 shares; 2025Q1: 4,658 shares; 2025Q2: 2,955 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares; 2026Q1: 2,936 shares 2,936 $304K 0.01% -19 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 10,736 shares; 2025Q1: 24,345 shares; 2025Q2: 11,918 shares; 2025Q3: 8,016 shares; 2025Q4: 7,174 shares; 2026Q1: 7,695 shares 7,695 $300K 0.01% +521 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,495 shares; 2025Q1: 10,659 shares; 2025Q2: 5,494 shares; 2025Q3: 7,619 shares; 2025Q4: 7,929 shares; 2026Q1: 7,626 shares 7,626 $300K 0.01% -303 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 673 shares; 2025Q1: 1,591 shares; 2025Q2: 1,073 shares; 2025Q3: 1,041 shares; 2025Q4: 1,042 shares; 2026Q1: 1,104 shares 1,104 $299K 0.01% +62 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 9,677 shares; 2025Q1: 9,137 shares; 2025Q2: 9,137 shares; 2025Q3: 7,744 shares; 2025Q4: 10,364 shares; 2026Q1: 10,364 shares 10,364 $297K 0.01% 0 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,229 shares; 2025Q4: 2,124 shares; 2026Q1: 5,717 shares 5,717 $296K 0.01% +3,593 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,062 shares; 2025Q1: 6,383 shares; 2025Q2: 4,196 shares; 2025Q3: 4,107 shares; 2025Q4: 4,087 shares; 2026Q1: 4,038 shares 4,038 $296K 0.01% -49 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 253 shares; 2025Q1: 1,990 shares; 2025Q2: 2,410 shares; 2025Q3: 16 shares; 2025Q4: 5,078 shares; 2026Q1: 2,837 shares 2,837 $294K 0.01% -2,241 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,438 shares; 2025Q1: 19,189 shares; 2025Q2: 9,751 shares; 2025Q3: 14,201 shares; 2025Q4: 13,101 shares; 2026Q1: 13,561 shares 13,561 $294K 0.01% +460 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,536 shares; 2025Q1: 2,536 shares; 2025Q2: 2,436 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares; 2026Q1: 2,411 shares 2,411 $294K 0.01% -26 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,472 shares; 2025Q1: 3,905 shares; 2025Q2: 2,219 shares; 2025Q3: 2,121 shares; 2025Q4: 2,076 shares; 2026Q1: 2,076 shares 2,076 $294K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,461 shares; 2024Q4: 9,355 shares; 2025Q1: 20,473 shares; 2025Q2: 11,720 shares; 2025Q3: 10,986 shares; 2025Q4: 8,843 shares; 2026Q1: 7,813 shares 7,813 $294K 0.01% -1,030 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 4,003 shares; 2025Q4: 4,015 shares; 2026Q1: 4,032 shares 4,032 $293K 0.01% +17 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,107 shares; 2025Q1: 5,194 shares; 2025Q2: 3,138 shares; 2025Q3: 2,015 shares; 2025Q4: 2,009 shares; 2026Q1: 1,995 shares 1,995 $292K 0.01% -14 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,384 shares; 2024Q4: 115,060 shares; 2025Q1: 860,627 shares; 2025Q2: 392,289 shares; 2025Q3: 11,138 shares; 2025Q4: 12,096 shares; 2026Q1: 11,371 shares 11,371 $292K 0.01% -725 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 4,715 shares; 2026Q1: 5,879 shares 5,879 $291K 0.01% +1,164 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,872 shares; 2025Q1: 16,174 shares; 2025Q2: 12,413 shares; 2025Q3: 12,539 shares; 2025Q4: 12,564 shares; 2026Q1: 12,739 shares 12,739 $290K 0.01% +175 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,976 shares; 2024Q4: 11,697 shares; 2025Q1: 24,528 shares; 2025Q2: 11,949 shares; 2025Q3: 11,049 shares; 2025Q4: 11,021 shares; 2026Q1: 2,642 shares 2,642 $290K 0.01% -8,379 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,045 shares; 2025Q4: 10,650 shares; 2026Q1: 17,140 shares 17,140 $289K 0.01% +6,490 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $288K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 5,424 shares; 2025Q1: 15,243 shares; 2025Q2: 8,642 shares; 2025Q3: 4,376 shares; 2025Q4: 5,585 shares; 2026Q1: 3,837 shares 3,837 $286K 0.01% -1,748 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; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 360 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 2,533 shares 2,533 $285K 0.01% +1,766 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,022 shares; 2025Q1: 4,093 shares; 2025Q2: 4,022 shares; 2025Q3: 4,317 shares; 2025Q4: 4,116 shares; 2026Q1: 4,036 shares 4,036 $284K 0.01% -80 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,882 shares; 2025Q1: 1,872 shares; 2025Q2: 2,140 shares; 2025Q3: 2,544 shares; 2025Q4: 2,100 shares; 2026Q1: 4,410 shares 4,410 $284K 0.01% +2,310 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,585 shares; 2025Q1: 4,585 shares; 2025Q2: 4,585 shares; 2025Q3: 5,664 shares; 2025Q4: 5,664 shares; 2026Q1: 5,664 shares 5,664 $283K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 4,820 shares; 2025Q1: 10,927 shares; 2025Q2: 3,862 shares; 2025Q3: 996 shares; 2025Q4: 1,112 shares; 2026Q1: 1,034 shares 1,034 $282K 0.01% -78 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 12,831 shares; 2025Q1: 24,852 shares; 2025Q2: 10,646 shares; 2025Q3: 15,089 shares; 2025Q4: 11,836 shares; 2026Q1: 16,436 shares 16,436 $281K 0.01% +4,600 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; 2024Q2: restricted; 2024Q3: 10,409 shares; 2024Q4: 10,667 shares; 2025Q1: 25,105 shares; 2025Q2: 12,432 shares; 2025Q3: 12,260 shares; 2025Q4: 11,678 shares; 2026Q1: 11,696 shares 11,696 $280K 0.01% +18 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,940 shares; 2025Q1: 19,760 shares; 2025Q2: 14,820 shares; 2025Q3: 14,820 shares; 2025Q4: 14,820 shares; 2026Q1: 14,820 shares 14,820 $280K 0.01% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 6,381 shares; 2025Q1: 6,381 shares; 2025Q2: 6,381 shares; 2025Q3: 6,221 shares; 2025Q4: 6,221 shares; 2026Q1: 6,221 shares 6,221 $280K 0.01% 0 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,300 shares; 2025Q1: 13,900 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares 8,600 $280K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 3,082 shares; 2025Q1: 19,121 shares; 2025Q2: 5,664 shares; 2025Q3: 4,978 shares; 2025Q4: 4,584 shares; 2026Q1: 5,235 shares 5,235 $279K 0.01% +651 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; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,259 shares; 2025Q1: 12,893 shares; 2025Q2: 6,181 shares; 2025Q3: 5,765 shares; 2025Q4: 5,327 shares; 2026Q1: 3,890 shares 3,890 $279K 0.01% -1,437 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,372 shares; 2024Q4: 4,228 shares; 2025Q1: 13,195 shares; 2025Q2: 5,991 shares; 2025Q3: 3,397 shares; 2025Q4: 3,326 shares; 2026Q1: 3,248 shares 3,248 $277K 0.01% -78 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,210 shares; 2025Q1: 12,392 shares; 2025Q2: 6,026 shares; 2025Q3: 6,027 shares; 2025Q4: 6,029 shares; 2026Q1: 5,862 shares 5,862 $277K 0.01% -167 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,472 shares; 2025Q1: 6,835 shares; 2025Q2: 4,398 shares; 2025Q3: 4,130 shares; 2025Q4: 3,366 shares; 2026Q1: 2,906 shares 2,906 $271K 0.01% -460 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 561 shares; 2025Q1: 1,089 shares; 2025Q2: 1,088 shares; 2025Q3: 1,820 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares 3,320 $269K 0.01% 0 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: 1,837 shares; 2025Q2: 606 shares; 2025Q3: 480 shares; 2025Q4: 9,136 shares; 2026Q1: 8,496 shares 8,496 $267K 0.01% -640 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 1,073 shares; 2025Q2: 474 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 7,670 shares 7,670 $267K 0.01% +7,270 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,987 shares; 2025Q1: 9,912 shares; 2025Q2: 11,425 shares; 2025Q3: 8,746 shares; 2025Q4: 8,746 shares; 2026Q1: 9,717 shares 9,717 $265K 0.01% +971 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,730 shares; 2024Q4: 13,606 shares; 2025Q1: 29,080 shares; 2025Q2: 13,269 shares; 2025Q3: 12,350 shares; 2025Q4: 12,350 shares; 2026Q1: 8,780 shares 8,780 $265K 0.01% -3,570 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 18,300 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 10,700 shares 10,700 $265K 0.01% -1,000 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,459 shares; 2025Q1: 4,332 shares; 2025Q2: 2,725 shares; 2025Q3: 2,729 shares; 2025Q4: 2,734 shares; 2026Q1: 3,237 shares 3,237 $264K 0.01% +503 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 69 shares; 2025Q2: 35 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 40 shares 40 $264K 0.01% +4 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,402 shares; 2025Q1: 8,530 shares; 2025Q2: 4,831 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares; 2026Q1: 4,831 shares 4,831 $264K 0.01% -239 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,646 shares; 2025Q1: 5,448 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares; 2026Q1: 1,993 shares 1,993 $263K 0.01% +7 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 5,633 shares; 2025Q1: 12,731 shares; 2025Q2: 6,273 shares; 2025Q3: 5,513 shares; 2025Q4: 5,394 shares; 2026Q1: 5,244 shares 5,244 $263K 0.01% -150 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 1,687 shares; 2025Q1: 5,320 shares; 2025Q2: 3,464 shares; 2025Q3: 3,254 shares; 2025Q4: 1,654 shares; 2026Q1: 2,721 shares 2,721 $261K 0.01% +1,067 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; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 1,455 shares; 2025Q1: 3,684 shares; 2025Q2: 20,392 shares; 2025Q3: 19,007 shares; 2025Q4: 19,007 shares; 2026Q1: 18,113 shares 18,113 $260K 0.01% -894 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,977 shares; 2025Q1: 12,902 shares; 2025Q2: 7,279 shares; 2025Q3: 5,358 shares; 2025Q4: 5,334 shares; 2026Q1: 5,265 shares 5,265 $258K 0.01% -69 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,230 shares; 2024Q4: 28,230 shares; 2025Q1: 71,090 shares; 2025Q2: 42,860 shares; 2025Q3: 42,860 shares; 2025Q4: 42,860 shares; 2026Q1: 42,860 shares 42,860 $258K 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; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,524 shares; 2025Q4: 2,372 shares; 2026Q1: 2,372 shares 2,372 $257K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 502 shares; 2025Q1: 959 shares; 2025Q2: 1,646 shares; 2025Q3: 1,580 shares; 2025Q4: 1,530 shares; 2026Q1: 1,295 shares 1,295 $255K 0.01% -235 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 390 shares; 2025Q4: 484 shares; 2026Q1: 648 shares 648 $255K 0.01% +164 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares 2,950 $255K 0.01% 0 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,102 shares; 2025Q2: 7,566 shares; 2025Q3: 7,834 shares; 2025Q4: 16,233 shares; 2026Q1: 17,312 shares 17,312 $255K 0.01% +1,079 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 5,251 shares; 2025Q1: 14,721 shares; 2025Q2: 5,892 shares; 2025Q3: 4,838 shares; 2025Q4: 6,760 shares; 2026Q1: 7,011 shares 7,011 $254K 0.01% +251 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 4,538 shares; 2025Q1: 11,520 shares; 2025Q2: 7,005 shares; 2025Q3: 6,396 shares; 2025Q4: 4,396 shares; 2026Q1: 4,396 shares 4,396 $253K 0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,598 shares; 2024Q4: 4,598 shares; 2025Q1: 3,598 shares; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 5,032 shares; 2026Q1: 5,036 shares 5,036 $252K 0.01% +4 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 1,306 shares; 2025Q1: 1,628 shares; 2025Q2: 1,474 shares; 2025Q3: 1,424 shares; 2025Q4: 8,075 shares; 2026Q1: 1,729 shares 1,729 $251K 0.01% -6,346 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; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 255 shares; 2025Q1: 1,089 shares; 2025Q2: 849 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $250K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 304 shares; 2025Q1: 4,180 shares; 2025Q2: 4,409 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 405 shares 405 $250K 0.01% +1 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 4,545 shares; 2025Q2: 1,697 shares; 2025Q3: 3,915 shares; 2025Q4: 3,927 shares; 2026Q1: 4,006 shares 4,006 $249K 0.01% +79 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 17 shares; 2025Q1: 84 shares; 2025Q2: 46 shares; 2025Q3: 57 shares; 2025Q4: 1,866 shares; 2026Q1: 1,709 shares 1,709 $248K 0.01% -157 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 883 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares; 2026Q1: 6,324 shares 6,324 $248K 0.01% +5,118 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,014 shares; 2025Q1: 1,896 shares; 2025Q2: 1,552 shares; 2025Q3: 475 shares; 2025Q4: 492 shares; 2026Q1: 572 shares 572 $247K 0.01% +80 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,511 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares 1,511 $247K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 373 shares; 2025Q1: 859 shares; 2025Q2: 415 shares; 2025Q3: 338 shares; 2025Q4: 676 shares; 2026Q1: 676 shares 676 $246K 0.01% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 1,441 shares; 2025Q4: 2,880 shares; 2026Q1: 4,830 shares 4,830 $244K 0.01% +1,950 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 8,730 shares; 2025Q2: 4,297 shares; 2025Q3: 4,755 shares; 2025Q4: 4,139 shares; 2026Q1: 4,122 shares 4,122 $243K 0.01% -17 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 757 shares; 2025Q1: 1,530 shares; 2025Q2: 773 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 2,401 shares 2,401 $243K 0.01% +1,598 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,246 shares; 2025Q1: 2,830 shares; 2025Q2: 1,857 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares; 2026Q1: 1,947 shares 1,947 $243K 0.01% -20 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,061 shares; 2025Q1: 14,450 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 5,725 shares; 2026Q1: 5,725 shares 5,725 $243K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 991 shares; 2025Q1: 2,553 shares; 2025Q2: 1,372 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,341 shares 1,341 $242K 0.01% +30 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,291 shares; 2025Q4: 3,779 shares; 2026Q1: 3,829 shares 3,829 $241K 0.01% +50 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 44,862 shares; 2025Q2: 19,835 shares; 2025Q3: 24,004 shares; 2025Q4: 24,004 shares; 2026Q1: 24,004 shares 24,004 $241K 0.01% 0 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 3,545 shares; 2025Q3: 3,880 shares; 2025Q4: 3,395 shares; 2026Q1: 3,480 shares 3,480 $240K 0.01% +85 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 433 shares; 2025Q2: 415 shares; 2025Q3: 128 shares; 2025Q4: 2,875 shares; 2026Q1: 2,943 shares 2,943 $239K 0.01% +68 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,647 shares; 2024Q4: 10,647 shares; 2025Q1: 10,647 shares; 2025Q2: 10,647 shares; 2025Q3: 10,647 shares; 2025Q4: 10,647 shares; 2026Q1: 10,647 shares 10,647 $237K 0.01% 0 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,572 shares; 2024Q4: 29,572 shares; 2025Q1: 66,726 shares; 2025Q2: 39,440 shares; 2025Q3: 38,550 shares; 2025Q4: 40,214 shares; 2026Q1: 35,743 shares 35,743 $235K 0.01% -4,471 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,584 shares; 2024Q4: 12,357 shares; 2025Q1: 23,180 shares; 2025Q2: 11,219 shares; 2025Q3: 5,496 shares; 2025Q4: 5,290 shares; 2026Q1: 4,604 shares 4,604 $235K 0.01% -686 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,819 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 13,155 shares 13,155 $235K 0.01% +12,430 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 1,907 shares; 2025Q1: 4,314 shares; 2025Q2: 2,407 shares; 2025Q3: 2,407 shares; 2025Q4: 1,620 shares; 2026Q1: 1,478 shares 1,478 $234K 0.01% -142 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,369 shares; 2025Q1: 25,662 shares; 2025Q2: 13,704 shares; 2025Q3: 9,610 shares; 2025Q4: 15,484 shares; 2026Q1: 8,521 shares 8,521 $234K 0.01% -6,963 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 7,472 shares; 2025Q2: 5,304 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares; 2026Q1: 3,132 shares 3,132 $234K 0.01% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 13,840 shares; 2025Q2: 9,620 shares; 2025Q3: 9,620 shares; 2025Q4: 9,620 shares; 2026Q1: 9,620 shares 9,620 $233K 0.01% 0 Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 19,137 shares; 2025Q2: 11,844 shares; 2025Q3: 12,038 shares; 2025Q4: 6,268 shares; 2026Q1: 6,268 shares 6,268 $233K 0.01% 0 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 10,000 shares; 2025Q1: 4,700 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 3,330 shares; 2026Q1: 3,080 shares 3,080 $233K 0.01% -250 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,680 shares; 2025Q2: 4,120 shares; 2025Q3: 5,690 shares; 2025Q4: 19,602 shares; 2026Q1: 21,448 shares 21,448 $232K 0.01% +1,846 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 3,510 shares; 2025Q1: 7,440 shares; 2025Q2: 4,730 shares; 2025Q3: 12,230 shares; 2025Q4: 12,230 shares; 2026Q1: 11,050 shares 11,050 $232K 0.01% -1,180 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,349 shares; 2024Q4: 8,986 shares; 2025Q1: 17,989 shares; 2025Q2: 8,752 shares; 2025Q3: 8,513 shares; 2025Q4: 10,263 shares; 2026Q1: 10,263 shares 10,263 $232K 0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,639 shares; 2025Q1: 5,822 shares; 2025Q2: 3,928 shares; 2025Q3: 5,034 shares; 2025Q4: 5,458 shares; 2026Q1: 4,979 shares 4,979 $232K 0.01% -479 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,288 shares; 2025Q1: 65,286 shares; 2025Q2: 5,252 shares; 2025Q3: 9,702 shares; 2025Q4: 9,702 shares; 2026Q1: 9,233 shares 9,233 $231K 0.01% -469 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; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 5,906 shares; 2025Q1: 16,890 shares; 2025Q2: 6,789 shares; 2025Q3: 2,457 shares; 2025Q4: 2,496 shares; 2026Q1: 2,455 shares 2,455 $231K 0.01% -41 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,792 shares; 2024Q4: 7,792 shares; 2025Q1: 15,984 shares; 2025Q2: 7,792 shares; 2025Q3: 7,242 shares; 2025Q4: 7,242 shares; 2026Q1: 6,494 shares 6,494 $231K 0.01% -748 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,512 shares; 2024Q4: 3,691 shares; 2025Q1: 11,073 shares; 2025Q2: 7,382 shares; 2025Q3: 7,382 shares; 2025Q4: 7,382 shares; 2026Q1: 7,382 shares 7,382 $231K 0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 9,375 shares; 2025Q1: 9,125 shares; 2025Q2: 9,125 shares; 2025Q3: 9,125 shares; 2025Q4: 9,125 shares; 2026Q1: 8,125 shares 8,125 $229K 0.01% -1,000 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 996 shares; 2025Q1: 3,118 shares; 2025Q2: 1,630 shares; 2025Q3: 2,136 shares; 2025Q4: 2,252 shares; 2026Q1: 2,096 shares 2,096 $227K 0.01% -156 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 5,592 shares; 2025Q1: 9,497 shares; 2025Q2: 4,590 shares; 2025Q3: 5,326 shares; 2025Q4: 5,329 shares; 2026Q1: 5,330 shares 5,330 $227K 0.01% +1 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 984 shares; 2025Q1: 1,853 shares; 2025Q2: 1,940 shares; 2025Q3: 1,949 shares; 2025Q4: 2,163 shares; 2026Q1: 1,937 shares 1,937 $224K 0.01% -226 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,150 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $223K 0.01% 0 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 4,024 shares; 2025Q1: 8,748 shares; 2025Q2: 4,724 shares; 2025Q3: 4,770 shares; 2025Q4: 4,770 shares; 2026Q1: 4,770 shares 4,770 $221K 0.01% 0 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 4,005 shares; 2025Q1: 4,252 shares; 2025Q2: 4,461 shares; 2025Q3: 4,938 shares; 2025Q4: 4,938 shares; 2026Q1: 4,822 shares 4,822 $221K 0.01% -116 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,338 shares; 2025Q1: 6,086 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 2,674 shares; 2026Q1: 2,382 shares 2,382 $221K 0.01% -292 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 566 shares; 2025Q2: 174 shares; 2025Q3: 65 shares; 2025Q4: 3,308 shares; 2026Q1: 3,064 shares 3,064 $219K 0.01% -244 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,201 shares; 2025Q1: 7,216 shares; 2025Q2: 2,415 shares; 2025Q3: 2,422 shares; 2025Q4: 2,429 shares; 2026Q1: 2,435 shares 2,435 $219K 0.01% +6 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 5,946 shares 5,946 $215K <0.01% +5,692 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,910 shares; 2024Q4: 12,892 shares; 2025Q1: 2,504 shares; 2025Q2: 2,295 shares; 2025Q3: 2,180 shares; 2025Q4: 1,874 shares; 2026Q1: 1,699 shares 1,699 $214K <0.01% -175 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,555 shares; 2025Q1: 4,301 shares; 2025Q2: 4,400 shares; 2025Q3: 4,047 shares; 2025Q4: 5,599 shares; 2026Q1: 5,599 shares 5,599 $214K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 343 shares; 2025Q1: 313 shares; 2025Q2: 2,138 shares; 2025Q3: 2,078 shares; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares 2,253 $213K <0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 50 shares; 2025Q2: 59 shares; 2025Q3: 1,200 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $212K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 910 shares; 2025Q1: 3,605 shares; 2025Q2: 1,987 shares; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares; 2026Q1: 1,979 shares 1,979 $212K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 2,678 shares; 2025Q1: 6,367 shares; 2025Q2: 4,250 shares; 2025Q3: 2,560 shares; 2025Q4: 2,563 shares; 2026Q1: 2,565 shares 2,565 $210K <0.01% +2 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 686 shares; 2025Q1: 762 shares; 2025Q2: 836 shares; 2025Q3: 699 shares; 2025Q4: 701 shares; 2026Q1: 702 shares 702 $210K <0.01% +1 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 6,470 shares; 2025Q1: 20,080 shares; 2025Q2: 13,910 shares; 2025Q3: 15,529 shares; 2025Q4: 15,215 shares; 2026Q1: 15,215 shares 15,215 $210K <0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,539 shares; 2025Q1: 4,517 shares; 2025Q2: 2,978 shares; 2025Q3: 2,878 shares; 2025Q4: 2,878 shares; 2026Q1: 2,984 shares 2,984 $210K <0.01% +106 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,135 shares; 2025Q1: 2,532 shares; 2025Q2: 1,538 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 1,025 shares 1,025 $210K <0.01% +40 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 108,945 shares; 2025Q2: 106,406 shares; 2025Q3: 7,695 shares; 2025Q4: 8,092 shares; 2026Q1: 8,092 shares 8,092 $209K <0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 8,067 shares; 2025Q2: 8,163 shares; 2025Q3: 8,163 shares; 2025Q4: 8,163 shares; 2026Q1: 6,163 shares 6,163 $208K <0.01% -2,000 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 6,906 shares; 2025Q1: 15,440 shares; 2025Q2: 6,608 shares; 2025Q3: 4,621 shares; 2025Q4: 4,329 shares; 2026Q1: 4,330 shares 4,330 $205K <0.01% +1 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,186 shares; 2025Q1: 3,490 shares; 2025Q2: 2,265 shares; 2025Q3: 2,156 shares; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares 1,992 $205K <0.01% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 539 shares; 2025Q1: 1,589 shares; 2025Q2: 955 shares; 2025Q3: 1,019 shares; 2025Q4: 1,141 shares; 2026Q1: 1,201 shares 1,201 $204K <0.01% +60 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,848 shares; 2024Q4: 12,806 shares; 2025Q1: 34,870 shares; 2025Q2: 13,818 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares 1,907 $203K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,119 shares; 2025Q1: 4,335 shares; 2025Q2: 2,119 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 1,822 shares 1,822 $203K <0.01% -200 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 8,798 shares; 2025Q1: 8,248 shares; 2025Q2: 9,014 shares; 2025Q3: 8,838 shares; 2025Q4: 9,188 shares; 2026Q1: 9,188 shares 9,188 $202K <0.01% 0 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $202K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 682 shares; 2025Q1: 2,037 shares; 2025Q2: 1,333 shares; 2025Q3: 1,765 shares; 2025Q4: 1,774 shares; 2026Q1: 1,906 shares 1,906 $201K <0.01% +132 Timeline LUNA LUNA INNOVATIONS INC COM STK More: the full row for LUNA INNOVATIONS INC COM STK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,300 shares; 2024Q4: 94,300 shares; 2025Q1: 285,900 shares; 2025Q2: 191,600 shares; 2025Q3: 191,600 shares; 2025Q4: 182,600 shares; 2026Q1: 182,600 shares 182,600 $201K <0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 840 shares; 2025Q2: 1,237 shares; 2025Q3: 2,385 shares; 2025Q4: 2,369 shares; 2026Q1: 4,190 shares 4,190 $198K <0.01% +1,821 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,720 shares; 2025Q1: 4,720 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares 4,245 $198K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,215 shares; 2025Q1: 6,922 shares; 2025Q2: 2,738 shares; 2025Q3: 425 shares; 2025Q4: 416 shares; 2026Q1: 400 shares 400 $198K <0.01% -16 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,679 shares; 2025Q1: 5,163 shares; 2025Q2: 1,876 shares; 2025Q3: 1,819 shares; 2025Q4: 1,819 shares; 2026Q1: 1,819 shares 1,819 $198K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,361 shares; 2024Q4: 19,980 shares; 2025Q1: 45,602 shares; 2025Q2: 25,336 shares; 2025Q3: 27,691 shares; 2025Q4: 28,223 shares; 2026Q1: 1,669 shares 1,669 $198K <0.01% -26,554 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,117 shares; 2025Q1: 14,540 shares; 2025Q2: 7,202 shares; 2025Q3: 7,042 shares; 2025Q4: 6,742 shares; 2026Q1: 7,302 shares 7,302 $197K <0.01% +560 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,500 shares 21,500 $196K <0.01% new Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,240 shares; 2025Q3: 6,240 shares; 2025Q4: 6,240 shares; 2026Q1: 5,990 shares 5,990 $196K <0.01% -250 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,529 shares; 2025Q1: 6,205 shares; 2025Q2: 5,559 shares; 2025Q3: 5,471 shares; 2025Q4: 5,471 shares; 2026Q1: 5,448 shares 5,448 $196K <0.01% -23 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,819 shares; 2024Q4: 27,005 shares; 2025Q1: 55,506 shares; 2025Q2: 9,511 shares; 2025Q3: 9,271 shares; 2025Q4: 907 shares; 2026Q1: 1,129 shares 1,129 $195K <0.01% +222 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,802 shares; 2024Q4: 19,319 shares; 2025Q1: 46,373 shares; 2025Q2: 17,815 shares; 2025Q3: 12,956 shares; 2025Q4: 5,222 shares; 2026Q1: 5,313 shares 5,313 $195K <0.01% +91 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 5,334 shares; 2025Q1: 5,334 shares; 2025Q2: 5,334 shares; 2025Q3: 5,334 shares; 2025Q4: 5,334 shares; 2026Q1: 5,334 shares 5,334 $194K <0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 338 shares; 2025Q1: 238 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares 1,878 $194K <0.01% 0 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,517 shares; 2024Q4: 12,679 shares; 2025Q1: 20,975 shares; 2025Q2: 871 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,128 shares 1,128 $194K <0.01% -110 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; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,415 shares; 2025Q1: 695 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 650 shares; 2026Q1: 880 shares 880 $192K <0.01% +230 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 788 shares; 2025Q4: 659 shares; 2026Q1: 6,018 shares 6,018 $192K <0.01% +5,359 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 653 shares; 2025Q1: 2,089 shares; 2025Q2: 861 shares; 2025Q3: 792 shares; 2025Q4: 1,734 shares; 2026Q1: 1,719 shares 1,719 $189K <0.01% -15 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,633 shares; 2025Q1: 6,532 shares; 2025Q2: 4,899 shares; 2025Q3: 4,899 shares; 2025Q4: 4,899 shares; 2026Q1: 4,899 shares 4,899 $189K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,777 shares; 2025Q1: 21,408 shares; 2025Q2: 8,575 shares; 2025Q3: 1,005 shares; 2025Q4: 883 shares; 2026Q1: 1,174 shares 1,174 $187K <0.01% +291 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,497 shares; 2025Q1: 13,884 shares; 2025Q2: 6,386 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 2,550 shares 2,550 $185K <0.01% +4 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 4,554 shares; 2025Q1: 4,554 shares; 2025Q2: 4,554 shares; 2025Q3: 4,554 shares; 2025Q4: 4,919 shares; 2026Q1: 8,290 shares 8,290 $184K <0.01% +3,371 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 2,038 shares; 2025Q1: 4,046 shares; 2025Q2: 4,480 shares; 2025Q3: 4,272 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares 3,964 $184K <0.01% 0 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,065 shares; 2026Q1: 945 shares 945 $184K <0.01% -120 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,724 shares; 2024Q4: 11,867 shares; 2025Q1: 28,588 shares; 2025Q2: 12,234 shares; 2025Q3: 12,424 shares; 2025Q4: 12,625 shares; 2026Q1: 12,832 shares 12,832 $183K <0.01% +207 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; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 2,749 shares; 2025Q1: 333 shares; 2025Q2: 428 shares; 2025Q3: 1,411 shares; 2025Q4: 3,123 shares; 2026Q1: 3,787 shares 3,787 $183K <0.01% +664 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,011 shares; 2025Q1: 3,033 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares 1,014 $183K <0.01% 0 Timeline UPGD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $182K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 2,246 shares; 2025Q1: 5,276 shares; 2025Q2: 3,472 shares; 2025Q3: 3,016 shares; 2025Q4: 2,547 shares; 2026Q1: 2,504 shares 2,504 $182K <0.01% -43 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $180K <0.01% 0 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119 shares; 2025Q3: 224 shares; 2025Q4: 7,614 shares; 2026Q1: 7,051 shares 7,051 $180K <0.01% -563 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 12,967 shares; 2025Q1: 2,595 shares; 2025Q2: 581 shares; 2025Q3: 445 shares; 2025Q4: 408 shares; 2026Q1: 414 shares 414 $180K <0.01% +6 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 509 shares; 2025Q1: 1,039 shares; 2025Q2: 526 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $179K <0.01% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 6,490 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares 4,245 $179K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 4,011 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,722 shares 1,722 $179K <0.01% +335 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,918 shares; 2026Q1: 1,918 shares 1,918 $179K <0.01% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: 3,552 shares; 2025Q2: 2,664 shares; 2025Q3: 2,664 shares; 2025Q4: 2,664 shares; 2026Q1: 2,664 shares 2,664 $179K <0.01% 0 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,304 shares; 2024Q4: 24,309 shares; 2025Q1: 53,911 shares; 2025Q2: 23,962 shares; 2025Q3: 7,532 shares; 2025Q4: 5,297 shares; 2026Q1: 5,297 shares 5,297 $178K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,521 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares; 2026Q1: 1,278 shares 1,278 $177K <0.01% +51 Timeline ABOT ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,013 shares; 2024Q4: 2,662 shares; 2025Q1: 7,986 shares; 2025Q2: 5,324 shares; 2025Q3: 5,324 shares; 2025Q4: 5,324 shares; 2026Q1: 5,324 shares 5,324 $177K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 4,147 shares; 2024Q4: 4,088 shares; 2025Q1: 9,931 shares; 2025Q2: 7,051 shares; 2025Q3: 3,783 shares; 2025Q4: 3,784 shares; 2026Q1: 3,843 shares 3,843 $176K <0.01% +59 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,060 shares; 2025Q1: 5,015 shares; 2025Q2: 2,851 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,699 shares 2,699 $176K <0.01% -41 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 2,269 shares; 2025Q2: 1,494 shares; 2025Q3: 1,452 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $175K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 6,424 shares; 2025Q2: 3,216 shares; 2025Q3: 3,216 shares; 2025Q4: 3,216 shares; 2026Q1: 4,466 shares 4,466 $175K <0.01% +1,250 Timeline