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Global Retirement Partners, LLC

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13F filer, CIK 1749744, San Rafael, CA

Global Retirement Partners, LLC reported $4,035,123,075 across 3,806 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12. Its ten largest share positions make up 22.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001580642-25-005069

Period
2025-06-30
Reported value
$4.04B
Holdings
3,806
Top 10 weight
22.67%
New
Sold out

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001580642-25-005069, largest first. % of portfolio is the value over $4,035,089,409, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HANESBRANDS INCHANESBRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,634 shares; 2024Q4: 7,184 shares; 2025Q1: not loaded; 2025Q2: 7,263 shares 7,263$33.3K<0.01%
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 398 shares; 2025Q1: not loaded; 2025Q2: 123 shares 123$33.2K<0.01%Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 530 shares; 2025Q1: not loaded; 2025Q2: 592 shares 592$33.2K<0.01%Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 130 shares; 2025Q1: not loaded; 2025Q2: 226 shares 226$33.2K<0.01%Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 627 shares; 2025Q1: not loaded; 2025Q2: 515 shares 515$33.1K<0.01%Timeline
PERFORMANT HEALTHCARE INCPERFORMANT HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 8,250 shares; 2025Q1: not loaded; 2025Q2: 8,250 shares 8,250$33K<0.01%
KVLEKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,169 shares; 2025Q1: not loaded; 2025Q2: 1,265 shares 1,265$32.9K<0.01%Timeline
SHYLDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 724 shares; 2025Q1: not loaded; 2025Q2: 724 shares 724$32.8K<0.01%Timeline
TNKTEEKAY TANKERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not loaded; 2025Q2: 786 shares 786$32.8K<0.01%Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,954 shares; 2025Q1: not loaded; 2025Q2: 1,154 shares 1,154$32.8K<0.01%Timeline
SPEUSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 870 shares; 2025Q1: not loaded; 2025Q2: 676 shares 676$32.8K<0.01%Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,436 shares; 2025Q1: not loaded; 2025Q2: 345 shares 345$32.7K<0.01%Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 1,252 shares; 2025Q1: not loaded; 2025Q2: 1,080 shares 1,080$32.7K<0.01%Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 250 shares; 2025Q1: not loaded; 2025Q2: 357 shares 357$32.7K<0.01%Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 594 shares; 2025Q1: not loaded; 2025Q2: 528 shares 528$32.6K<0.01%Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 388 shares; 2025Q1: not loaded; 2025Q2: 624 shares 624$32.6K<0.01%Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 443 shares; 2025Q1: not loaded; 2025Q2: 479 shares 479$32.6K<0.01%Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 260 shares; 2025Q1: not loaded; 2025Q2: 802 shares 802$32.6K<0.01%Timeline
BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 3,244 shares; 2025Q1: not loaded; 2025Q2: 3,244 shares 3,244$32.6K<0.01%
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,041 shares; 2025Q1: not loaded; 2025Q2: 1,052 shares 1,052$32.5K<0.01%Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,115 shares; 2025Q1: not loaded; 2025Q2: 849 shares 849$32.3K<0.01%Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,500 shares 1,500$32.3K<0.01%Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 289 shares; 2025Q1: not loaded; 2025Q2: 291 shares 291$32.2K<0.01%Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 905 shares; 2025Q1: not loaded; 2025Q2: 1,698 shares 1,698$32.2K<0.01%Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 508 shares; 2025Q1: not loaded; 2025Q2: 1,050 shares 1,050$32.2K<0.01%Timeline
WFWOORI FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 916 shares; 2025Q1: not loaded; 2025Q2: 646 shares 646$32.1K<0.01%Timeline
XMPTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 1,127 shares; 2025Q1: not loaded; 2025Q2: 1,526 shares 1,526$32K<0.01%Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,295 shares; 2025Q1: not loaded; 2025Q2: 1,569 shares 1,569$32K<0.01%Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 77 shares; 2025Q1: not loaded; 2025Q2: 94 shares 94$31.9K<0.01%Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 1,406 shares; 2025Q1: not loaded; 2025Q2: 577 shares 577$31.9K<0.01%Timeline
FIIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 1,452 shares; 2025Q1: not loaded; 2025Q2: 1,518 shares 1,518$31.8K<0.01%Timeline
FEMYFEMASYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 32,964 shares 32,964$31.8K<0.01%Timeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 4,992 shares; 2025Q1: not loaded; 2025Q2: 10,514 shares 10,514$31.8K<0.01%Timeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 606 shares 606$31.7K<0.01%Timeline
AVDSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 560 shares; 2025Q1: not loaded; 2025Q2: 510 shares 510$31.7K<0.01%Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,524 shares; 2025Q1: not loaded; 2025Q2: 1,619 shares 1,619$31.7K<0.01%Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 190 shares; 2025Q1: not loaded; 2025Q2: 583 shares 583$31.6K<0.01%Timeline
CRAICRA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134 shares; 2025Q1: not loaded; 2025Q2: 168 shares 168$31.5K<0.01%Timeline
RSPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 431 shares; 2025Q1: not loaded; 2025Q2: 422 shares 422$31.4K<0.01%Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: not loaded; 2025Q2: 1,165 shares 1,165$31.4K<0.01%Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 480 shares; 2025Q1: not loaded; 2025Q2: 230 shares 230$31.2K<0.01%Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 57 shares; 2025Q1: not loaded; 2025Q2: 254 shares 254$31.2K<0.01%Timeline
SLSNSOLESENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,127 shares 7,127$31.1K<0.01%Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,148 shares; 2025Q1: not loaded; 2025Q2: 1,116 shares 1,116$31.1K<0.01%Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 227 shares; 2025Q1: not loaded; 2025Q2: 456 shares 456$31K<0.01%Timeline
JMSIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 8 shares; 2025Q1: not loaded; 2025Q2: 627 shares 627$31K<0.01%Timeline
JBLUJETBLUE AIRWAYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,270 shares; 2024Q4: 2,305 shares; 2025Q1: not loaded; 2025Q2: 7,313 shares 7,313$30.9K<0.01%Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,192 shares; 2025Q1: not loaded; 2025Q2: 1,172 shares 1,172$30.8K<0.01%Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 6,651 shares; 2025Q1: not loaded; 2025Q2: 2,349 shares 2,349$30.8K<0.01%Timeline
WLYWILEY JOHN & SONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 775 shares; 2025Q1: not loaded; 2025Q2: 685 shares 685$30.6K<0.01%Timeline
MDXGMIMEDX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: not loaded; 2025Q2: 5,000 shares 5,000$30.6K<0.01%Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 15 shares; 2025Q1: not loaded; 2025Q2: 621 shares 621$30.5K<0.01%Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 477 shares 477$30.5K<0.01%Timeline
DAYDAYFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 308 shares; 2025Q1: not loaded; 2025Q2: 551 shares 551$30.5K<0.01%Timeline
HQLABRDN LIFE SCIENCES INVESTORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: not loaded; 2025Q2: 2,375 shares 2,375$30.4K<0.01%Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,014 shares; 2025Q1: not loaded; 2025Q2: 1,012 shares 1,012$30.4K<0.01%Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 140 shares; 2025Q1: not loaded; 2025Q2: 53 shares 53$30.4K<0.01%Timeline
BKCGBNY MELLON ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 876 shares 876$30.3K<0.01%Timeline
ENORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,086 shares 1,086$30.3K<0.01%Timeline
SHYMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: not loaded; 2025Q2: 1,346 shares 1,346$30K<0.01%Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: not loaded; 2025Q2: 1,020 shares 1,020$29.9K<0.01%Timeline
EDENISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 517 shares; 2025Q1: not loaded; 2025Q2: 262 shares 262$29.8K<0.01%Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 144 shares; 2025Q1: not loaded; 2025Q2: 410 shares 410$29.6K<0.01%Timeline
LEOBNY MELLON STRATEGIC MUNS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: not loaded; 2025Q2: 5,000 shares 5,000$29.6K<0.01%Timeline
HIPSGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,444 shares 2,444$29.6K<0.01%Timeline
DUBSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 874 shares 874$29.5K<0.01%Timeline
SSIISS INNOVATIONS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,001 shares 5,001$29.5K<0.01%Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: not loaded; 2025Q2: 676 shares 676$29.4K<0.01%Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: not loaded; 2025Q2: 285 shares 285$29.4K<0.01%Timeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 1,236 shares; 2025Q1: not loaded; 2025Q2: 1,125 shares 1,125$29.3K<0.01%Timeline
ETOEATON VANCE TAX-ADVANTAGED GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,075 shares 1,075$29.2K<0.01%Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,098 shares; 2025Q1: not loaded; 2025Q2: 1,387 shares 1,387$29.2K<0.01%Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 187 shares; 2025Q1: not loaded; 2025Q2: 203 shares 203$29.1K<0.01%Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 892 shares; 2025Q1: not loaded; 2025Q2: 753 shares 753$29.1K<0.01%Timeline
DBBINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not loaded; 2025Q2: 1,500 shares 1,500$29.1K<0.01%Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 422 shares; 2025Q1: not loaded; 2025Q2: 384 shares 384$28.9K<0.01%Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: not loaded; 2025Q2: 88 shares 88$28.9K<0.01%Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 8,985 shares; 2025Q1: not loaded; 2025Q2: 575 shares 575$28.8K<0.01%Timeline
ONDSONDAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 15,500 shares; 2025Q1: not loaded; 2025Q2: 15,000 shares 15,000$28.8K<0.01%Timeline
CHMICHERRY HILL MTG INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,533 shares; 2024Q4: 10,533 shares; 2025Q1: not loaded; 2025Q2: 10,533 shares 10,533$28.8K<0.01%Timeline
TRMKTRUSTMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 235 shares; 2025Q1: not loaded; 2025Q2: 788 shares 788$28.7K<0.01%Timeline
KORPAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 610 shares; 2025Q1: not loaded; 2025Q2: 610 shares 610$28.7K<0.01%Timeline
ARKBARK 21SHARES BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 395 shares; 2025Q1: not loaded; 2025Q2: 801 shares 801$28.7K<0.01%Timeline
OMFSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: not loaded; 2025Q2: 715 shares 715$28.7K<0.01%Timeline
IFNABERDEEN INDIA FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: not loaded; 2025Q2: 1,734 shares 1,734$28.7K<0.01%Timeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,901 shares; 2025Q1: not loaded; 2025Q2: 2,170 shares 2,170$28.7K<0.01%Timeline
PTBDPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 1,451 shares; 2025Q1: not loaded; 2025Q2: 1,451 shares 1,451$28.7K<0.01%Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 6,390 shares; 2025Q1: not loaded; 2025Q2: 2,636 shares 2,636$28.6K<0.01%Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 231 shares; 2025Q1: not loaded; 2025Q2: 212 shares 212$28.6K<0.01%Timeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,258 shares; 2025Q1: not loaded; 2025Q2: 1,258 shares 1,258$28.4K<0.01%Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 589 shares; 2025Q1: not loaded; 2025Q2: 589 shares 589$28.3K<0.01%Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 811 shares; 2025Q1: not loaded; 2025Q2: 761 shares 761$28.2K<0.01%Timeline
MJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,570 shares 1,570$28.2K<0.01%Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 725 shares; 2025Q1: not loaded; 2025Q2: 662 shares 662$28.1K<0.01%Timeline
AXIAYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,774 shares 3,774$28K<0.01%Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 243 shares; 2025Q1: not loaded; 2025Q2: 359 shares 359$28K<0.01%Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,766 shares; 2025Q1: not loaded; 2025Q2: 2,857 shares 2,857$28K<0.01%Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 1,103 shares; 2025Q1: not loaded; 2025Q2: 1,103 shares 1,103$28K<0.01%Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 321 shares; 2025Q1: not loaded; 2025Q2: 294 shares 294$27.9K<0.01%Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 528 shares; 2025Q1: not loaded; 2025Q2: 348 shares 348$27.9K<0.01%Timeline
XBBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 608 shares; 2025Q1: not loaded; 2025Q2: 701 shares 701$27.9K<0.01%Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 715 shares; 2025Q1: not loaded; 2025Q2: 319 shares 319$27.8K<0.01%Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 350 shares; 2025Q1: not loaded; 2025Q2: 286 shares 286$27.8K<0.01%Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 166 shares; 2025Q1: not loaded; 2025Q2: 158 shares 158$27.8K<0.01%Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 307 shares; 2025Q1: not loaded; 2025Q2: 147 shares 147$27.8K<0.01%Timeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 346 shares; 2025Q1: not loaded; 2025Q2: 452 shares 452$27.8K<0.01%Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 1,001 shares; 2025Q1: not loaded; 2025Q2: 1,001 shares 1,001$27.7K<0.01%Timeline
FLBRFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 1,840 shares; 2025Q1: not loaded; 2025Q2: 1,542 shares 1,542$27.7K<0.01%Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 478 shares; 2025Q1: not loaded; 2025Q2: 473 shares 473$27.7K<0.01%Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 200 shares 200$27.6K<0.01%Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: not loaded; 2025Q2: 95 shares 95$27.6K<0.01%Timeline
ACIWACI WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: not loaded; 2025Q2: 596 shares 596$27.4K<0.01%Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 566 shares; 2025Q1: not loaded; 2025Q2: 670 shares 670$27.4K<0.01%Timeline
ANABANAPTYSBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,230 shares 1,230$27.3K<0.01%Timeline
VFMFVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: not loaded; 2025Q2: 203 shares 203$27.3K<0.01%Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 820 shares; 2025Q1: not loaded; 2025Q2: 756 shares 756$27.3K<0.01%Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: not loaded; 2025Q2: 1,200 shares 1,200$27.3K<0.01%Timeline
AGNGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 853 shares; 2025Q1: not loaded; 2025Q2: 853 shares 853$27.2K<0.01%Timeline
ADPVSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 734 shares 734$27.1K<0.01%Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,952 shares; 2024Q4: 2,667 shares; 2025Q1: not loaded; 2025Q2: 1,616 shares 1,616$27.1K<0.01%Timeline
ALGALAMO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 124 shares; 2025Q1: not loaded; 2025Q2: 124 shares 124$27.1K<0.01%Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 450 shares; 2025Q1: not loaded; 2025Q2: 640 shares 640$27.1K<0.01%Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 86 shares; 2025Q1: not loaded; 2025Q2: 118 shares 118$26.9K<0.01%Timeline
FDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,017 shares; 2024Q4: 107,770 shares; 2025Q1: not loaded; 2025Q2: 575 shares 575$26.8K<0.01%Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 769 shares; 2025Q1: not loaded; 2025Q2: 1,118 shares 1,118$26.8K<0.01%Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: not loaded; 2025Q2: 820 shares 820$26.8K<0.01%Timeline
TRSTTRUSTCO BK CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 800 shares 800$26.7K<0.01%Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 77 shares; 2025Q1: not loaded; 2025Q2: 79 shares 79$26.7K<0.01%Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 473 shares; 2025Q1: not loaded; 2025Q2: 486 shares 486$26.7K<0.01%Timeline
FINVFINVOLUTION GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 2,279 shares; 2025Q1: not loaded; 2025Q2: 2,812 shares 2,812$26.7K<0.01%Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: not loaded; 2025Q2: 134 shares 134$26.6K<0.01%Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 40 shares; 2025Q1: not loaded; 2025Q2: 365 shares 365$26.6K<0.01%Timeline
BUFTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,123 shares; 2025Q1: not loaded; 2025Q2: 1,128 shares 1,128$26.6K<0.01%Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 540 shares; 2025Q1: not loaded; 2025Q2: 638 shares 638$26.5K<0.01%Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 231 shares; 2025Q1: not loaded; 2025Q2: 232 shares 232$26.5K<0.01%Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 3,259 shares; 2025Q1: not loaded; 2025Q2: 197 shares 197$26.4K<0.01%Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 207 shares; 2025Q1: not loaded; 2025Q2: 746 shares 746$26.3K<0.01%Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: not loaded; 2025Q2: 281 shares 281$26.3K<0.01%Timeline
METCRAMACO RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not loaded; 2025Q2: 2,000 shares 2,000$26.3K<0.01%Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 238 shares; 2025Q1: not loaded; 2025Q2: 271 shares 271$26.2K<0.01%Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: not loaded; 2025Q2: 766 shares 766$26.2K<0.01%Timeline
MBLYMOBILEYE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 1,613 shares; 2025Q1: not loaded; 2025Q2: 1,454 shares 1,454$26.1K<0.01%Timeline
RABROOKFIELD REAL ASSETS INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: not loaded; 2025Q2: 1,953 shares 1,953$26.1K<0.01%Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 662 shares; 2025Q1: not loaded; 2025Q2: 662 shares 662$25.9K<0.01%Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 502 shares 502$25.8K<0.01%Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 264 shares; 2025Q1: not loaded; 2025Q2: 136 shares 136$25.7K<0.01%Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 3,057 shares; 2025Q1: not loaded; 2025Q2: 2,234 shares 2,234$25.6K<0.01%
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: not loaded; 2025Q2: 293 shares 293$25.6K<0.01%Timeline
PGJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 895 shares; 2025Q1: not loaded; 2025Q2: 899 shares 899$25.5K<0.01%Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 885 shares; 2025Q1: not loaded; 2025Q2: 1,659 shares 1,659$25.5K<0.01%Timeline
XJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: not loaded; 2025Q2: 620 shares 620$25.5K<0.01%Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: not loaded; 2025Q2: 611 shares 611$25.4K<0.01%Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 1,250 shares; 2025Q1: not loaded; 2025Q2: 736 shares 736$25.3K<0.01%Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 359 shares; 2025Q1: not loaded; 2025Q2: 667 shares 667$25.3K<0.01%Timeline
RYTMRHYTHM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 400 shares 400$25.3K<0.01%Timeline
NCVVIRTUS CONVERTIBLE & INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,778 shares 1,778$25.2K<0.01%Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 10 shares; 2025Q1: not loaded; 2025Q2: 242 shares 242$25.2K<0.01%Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 360 shares 360$25.2K<0.01%Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 249 shares; 2025Q1: not loaded; 2025Q2: 770 shares 770$25.2K<0.01%Timeline
GLUGABELLI GLOBAL UTIL & INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,454 shares 1,454$25.2K<0.01%Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,871 shares; 2025Q1: not loaded; 2025Q2: 1,151 shares 1,151$25.1K<0.01%Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,208 shares 1,208$25.1K<0.01%Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 381 shares; 2025Q1: not loaded; 2025Q2: 382 shares 382$25K<0.01%Timeline
EZAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 560 shares; 2025Q1: not loaded; 2025Q2: 466 shares 466$25K<0.01%Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 784 shares; 2025Q1: not loaded; 2025Q2: 178 shares 178$25K<0.01%Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 6,519 shares; 2025Q1: not loaded; 2025Q2: 5,711 shares 5,711$25K<0.01%Timeline
NEXNNEXXEN INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,402 shares 2,402$25K<0.01%Timeline
WABCWESTAMERICA BANCORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 516 shares; 2025Q1: not loaded; 2025Q2: 516 shares 516$25K<0.01%Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: not loaded; 2025Q2: 377 shares 377$25K<0.01%Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: not loaded; 2025Q2: 105 shares 105$25K<0.01%Timeline
PEZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 251 shares; 2025Q1: not loaded; 2025Q2: 251 shares 251$25K<0.01%Timeline
PFMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not loaded; 2025Q2: 516 shares 516$24.9K<0.01%Timeline
JHEMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 850 shares; 2025Q1: not loaded; 2025Q2: 850 shares 850$24.8K<0.01%Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 1,014 shares; 2025Q1: not loaded; 2025Q2: 1,733 shares 1,733$24.7K<0.01%Timeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 191 shares; 2025Q1: not loaded; 2025Q2: 586 shares 586$24.7K<0.01%Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 9,428 shares; 2025Q1: not loaded; 2025Q2: 1,328 shares 1,328$24.7K<0.01%Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 89 shares; 2025Q1: not loaded; 2025Q2: 302 shares 302$24.7K<0.01%Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 555 shares; 2025Q1: not loaded; 2025Q2: 819 shares 819$24.6K<0.01%Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 169 shares; 2025Q1: not loaded; 2025Q2: 557 shares 557$24.6K<0.01%Timeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 48 shares; 2025Q1: not loaded; 2025Q2: 179 shares 179$24.6K<0.01%Timeline
WINNHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 843 shares 843$24.6K<0.01%Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 636 shares; 2025Q1: not loaded; 2025Q2: 584 shares 584$24.5K<0.01%Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,514 shares; 2025Q1: not loaded; 2025Q2: 2,143 shares 2,143$24.5K<0.01%Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 895 shares; 2025Q1: not loaded; 2025Q2: 1,909 shares 1,909$24.4K<0.01%Timeline
EOLSEVOLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,650 shares 2,650$24.4K<0.01%Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 37 shares; 2025Q1: not loaded; 2025Q2: 88 shares 88$24.3K<0.01%Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 201 shares; 2025Q1: not loaded; 2025Q2: 158 shares 158$24.2K<0.01%Timeline
FINTADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: not loaded; 2025Q2: 838 shares 838$24.2K<0.01%Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 3,754 shares; 2025Q1: not loaded; 2025Q2: 3,724 shares 3,724$24.2K<0.01%Timeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 550 shares 550$24.1K<0.01%Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 90 shares; 2025Q1: not loaded; 2025Q2: 94 shares 94$24K<0.01%Timeline
MLABMESA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 272 shares; 2025Q1: not loaded; 2025Q2: 255 shares 255$24K<0.01%Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 1,112 shares; 2025Q1: not loaded; 2025Q2: 990 shares 990$24K<0.01%Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,660 shares; 2024Q4: 17,094 shares; 2025Q1: not loaded; 2025Q2: 16,090 shares 16,090$24K<0.01%Timeline
GSSTGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 474 shares 474$24K<0.01%Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 61 shares; 2025Q1: not loaded; 2025Q2: 529 shares 529$23.9K<0.01%Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 167 shares; 2025Q1: not loaded; 2025Q2: 248 shares 248$23.8K<0.01%Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,098 shares; 2024Q4: 544 shares; 2025Q1: not loaded; 2025Q2: 396 shares 396$23.8K<0.01%Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 303 shares; 2025Q1: not loaded; 2025Q2: 296 shares 296$23.8K<0.01%Timeline
PPHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 293 shares; 2025Q1: not loaded; 2025Q2: 270 shares 270$23.8K<0.01%Timeline
CSTLCASTLE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: not loaded; 2025Q2: 1,163 shares 1,163$23.7K<0.01%Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 240 shares; 2025Q1: not loaded; 2025Q2: 654 shares 654$23.6K<0.01%Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 345 shares; 2025Q1: not loaded; 2025Q2: 217 shares 217$23.6K<0.01%Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 343 shares; 2025Q1: not loaded; 2025Q2: 407 shares 407$23.5K<0.01%Timeline
BBBIBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 357 shares; 2025Q1: not loaded; 2025Q2: 455 shares 455$23.5K<0.01%Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 823 shares; 2025Q1: not loaded; 2025Q2: 797 shares 797$23.5K<0.01%Timeline
ECONCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: not loaded; 2025Q2: 977 shares 977$23.4K<0.01%Timeline
FANFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,297 shares; 2025Q1: not loaded; 2025Q2: 1,288 shares 1,288$23.4K<0.01%Timeline
EVERI HLDGS INCEVERI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: not loaded; 2025Q2: 1,639 shares 1,639$23.3K<0.01%
WCMIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,465 shares 1,465$23.3K<0.01%Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 548 shares; 2025Q1: not loaded; 2025Q2: 558 shares 558$23.2K<0.01%Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 768 shares; 2025Q1: not loaded; 2025Q2: 773 shares 773$23.2K<0.01%Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,166 shares; 2025Q1: not loaded; 2025Q2: 3,044 shares 3,044$23.1K<0.01%Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,259 shares; 2024Q4: 19,085 shares; 2025Q1: not loaded; 2025Q2: 460 shares 460$23.1K<0.01%Timeline
GLDICREDIT SUISSE NASSAU BRANCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: not loaded; 2025Q2: 145 shares 145$23.1K<0.01%Timeline
WINAWINMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 59 shares; 2025Q1: not loaded; 2025Q2: 61 shares 61$23K<0.01%Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: not loaded; 2025Q2: 2,100 shares 2,100$22.9K<0.01%Timeline
JHPIJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,015 shares 1,015$22.9K<0.01%Timeline
SGMTSAGIMET BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares 3,000$22.9K<0.01%Timeline
NFLTETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 997 shares 997$22.8K<0.01%Timeline
BGRBLACKROCK ENERGY & RES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,715 shares 1,715$22.7K<0.01%Timeline
KSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 589 shares 589$22.7K<0.01%Timeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,588 shares; 2025Q1: not loaded; 2025Q2: 2,010 shares 2,010$22.7K<0.01%Timeline
IMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 348 shares; 2025Q1: not loaded; 2025Q2: 819 shares 819$22.7K<0.01%Timeline
LGNDLIGAND PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 42 shares; 2025Q1: not loaded; 2025Q2: 199 shares 199$22.6K<0.01%Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,264 shares; 2024Q4: 840 shares; 2025Q1: not loaded; 2025Q2: 842 shares 842$22.6K<0.01%Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 252 shares; 2025Q1: not loaded; 2025Q2: 1,077 shares 1,077$22.5K<0.01%Timeline
MCIBARINGS CORPORATE INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: not loaded; 2025Q2: 1,040 shares 1,040$22.5K<0.01%Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,051 shares; 2025Q1: not loaded; 2025Q2: 1,062 shares 1,062$22.5K<0.01%Timeline
CFOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: not loaded; 2025Q2: 316 shares 316$22.5K<0.01%Timeline
FJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: not loaded; 2025Q2: 435 shares 435$22.5K<0.01%Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,708 shares; 2024Q4: 2,222 shares; 2025Q1: not loaded; 2025Q2: 330 shares 330$22.4K<0.01%Timeline
NEXTERA ENERGY INCNEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 677 shares; 2025Q1: not loaded; 2025Q2: 564 shares 564$22.4K<0.01%
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 274 shares; 2025Q1: not loaded; 2025Q2: 439 shares 439$22.4K<0.01%Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 431 shares; 2025Q1: not loaded; 2025Q2: 445 shares 445$22.4K<0.01%Timeline
WDIWESTERN ASSET DIVERSIFIED INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,502 shares 1,502$22.3K<0.01%Timeline
CPRXCATALYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 181 shares; 2025Q1: not loaded; 2025Q2: 1,023 shares 1,023$22.2K<0.01%Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 85 shares; 2025Q1: not loaded; 2025Q2: 279 shares 279$22.2K<0.01%Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 9,668 shares; 2025Q1: not loaded; 2025Q2: 225 shares 225$22.2K<0.01%Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 617 shares; 2025Q1: not loaded; 2025Q2: 455 shares 455$22.2K<0.01%Timeline
XNXNXNUVEEN NY SEL TAX-FR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: not loaded; 2025Q2: 1,903 shares 1,903$22.1K<0.01%Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 164 shares; 2025Q1: not loaded; 2025Q2: 303 shares 303$22.1K<0.01%Timeline
TECBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: not loaded; 2025Q2: 385 shares 385$22.1K<0.01%Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,772 shares; 2025Q1: not loaded; 2025Q2: 3,248 shares 3,248$22.1K<0.01%Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 145 shares; 2025Q1: not loaded; 2025Q2: 153 shares 153$22K<0.01%Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: not loaded; 2025Q2: 2,315 shares 2,315$21.9K<0.01%Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: not loaded; 2025Q2: 94 shares 94$21.9K<0.01%Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: not loaded; 2025Q2: 1,461 shares 1,461$21.8K<0.01%Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 574 shares; 2025Q1: not loaded; 2025Q2: 761 shares 761$21.8K<0.01%Timeline
BLFSBIOLIFE SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 925 shares; 2025Q1: not loaded; 2025Q2: 1,010 shares 1,010$21.8K<0.01%Timeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 238 shares; 2025Q1: not loaded; 2025Q2: 672 shares 672$21.4K<0.01%Timeline
TAXFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,021 shares; 2024Q4: 56,660 shares; 2025Q1: not loaded; 2025Q2: 437 shares 437$21.4K<0.01%Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,229 shares; 2024Q4: 5,429 shares; 2025Q1: not loaded; 2025Q2: 3,130 shares 3,130$21.4K<0.01%Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 168 shares; 2025Q1: not loaded; 2025Q2: 269 shares 269$21.4K<0.01%Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 523 shares; 2025Q1: not loaded; 2025Q2: 496 shares 496$21.4K<0.01%Timeline
HDEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 311 shares; 2025Q1: not loaded; 2025Q2: 739 shares 739$21.3K<0.01%Timeline
ASAASA GOLD AND PRECIOUS MTLS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: not loaded; 2025Q2: 675 shares 675$21.3K<0.01%Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 421 shares 421$21.2K<0.01%Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 302 shares 302$21.1K<0.01%Timeline
MERUS N VMERUS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 400 shares 400$21K<0.01%
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 116 shares; 2025Q1: not loaded; 2025Q2: 134 shares 134$21K<0.01%Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 77 shares; 2025Q1: not loaded; 2025Q2: 86 shares 86$21K<0.01%Timeline
ORAORMAT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: not loaded; 2025Q2: 250 shares 250$20.9K<0.01%Timeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: not loaded; 2025Q2: 687 shares 687$20.9K<0.01%Timeline
HIXWESTERN ASSET HIGH INCOM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,589 shares; 2025Q1: not loaded; 2025Q2: 4,862 shares 4,862$20.9K<0.01%Timeline
JEMAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: not loaded; 2025Q2: 484 shares 484$20.8K<0.01%Timeline
ARRARMOUR RESIDENTIAL REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,941 shares; 2024Q4: 3,656 shares; 2025Q1: not loaded; 2025Q2: 1,238 shares 1,238$20.8K<0.01%Timeline
QABAFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 379 shares; 2025Q1: not loaded; 2025Q2: 384 shares 384$20.8K<0.01%Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 673 shares; 2025Q1: not loaded; 2025Q2: 644 shares 644$20.8K<0.01%Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: not loaded; 2025Q2: 266 shares 266$20.7K<0.01%Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 748 shares; 2025Q1: not loaded; 2025Q2: 755 shares 755$20.7K<0.01%Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 384 shares; 2025Q1: not loaded; 2025Q2: 210 shares 210$20.7K<0.01%Timeline
FCBCFIRST CMNTY BANKSHARES INC VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 494 shares; 2025Q1: not loaded; 2025Q2: 527 shares 527$20.7K<0.01%Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 147 shares; 2025Q1: not loaded; 2025Q2: 252 shares 252$20.6K<0.01%Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 18 shares; 2025Q1: not loaded; 2025Q2: 913 shares 913$20.6K<0.01%Timeline
XTREBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 392 shares; 2025Q1: not loaded; 2025Q2: 413 shares 413$20.6K<0.01%Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 637 shares; 2025Q1: not loaded; 2025Q2: 133 shares 133$20.5K<0.01%Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: not loaded; 2025Q2: 131 shares 131$20.5K<0.01%Timeline
VCELVERICEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 481 shares 481$20.5K<0.01%Timeline
AROWARROW FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: not loaded; 2025Q2: 773 shares 773$20.4K<0.01%Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: not loaded; 2025Q2: 500 shares 500$20.4K<0.01%Timeline
DSUBLACKROCK DEBT STRATEGIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: not loaded; 2025Q2: 1,923 shares 1,923$20.3K<0.01%Timeline
GSIDGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 580 shares; 2025Q1: not loaded; 2025Q2: 317 shares 317$20.3K<0.01%Timeline
PAGPENSKE AUTOMOTIVE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 121 shares; 2025Q1: not loaded; 2025Q2: 118 shares 118$20.2K<0.01%Timeline
RAFEPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: not loaded; 2025Q2: 530 shares 530$20.2K<0.01%Timeline
FCEFFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 900 shares 900$20.2K<0.01%Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 464 shares; 2025Q1: not loaded; 2025Q2: 540 shares 540$20.2K<0.01%Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 81 shares; 2025Q1: not loaded; 2025Q2: 100 shares 100$20.1K<0.01%Timeline
ABLGABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: not loaded; 2025Q2: 648 shares 648$20.1K<0.01%Timeline
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 160 shares; 2025Q1: not loaded; 2025Q2: 157 shares 157$20.1K<0.01%
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: not loaded; 2025Q2: 635 shares 635$20.1K<0.01%Timeline
OFSOFS CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,375 shares 2,375$20K<0.01%Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: not loaded; 2025Q2: 885 shares 885$20K<0.01%Timeline
PLXSPLEXUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: not loaded; 2025Q2: 148 shares 148$20K<0.01%Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 305 shares; 2025Q1: not loaded; 2025Q2: 357 shares 357$20K<0.01%Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 65 shares; 2025Q1: not loaded; 2025Q2: 116 shares 116$20K<0.01%Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,329 shares; 2024Q4: 7,833 shares; 2025Q1: not loaded; 2025Q2: 4,629 shares 4,629$20K<0.01%Timeline
NVCRNOVOCURE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 1,118 shares; 2025Q1: not loaded; 2025Q2: 1,118 shares 1,118$19.9K<0.01%Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not loaded; 2025Q2: 140 shares 140$19.9K<0.01%Timeline
RNAMAVIDITY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 700 shares 700$19.9K<0.01%Timeline
VCTRVICTORY CAP HLDGS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 113 shares; 2025Q1: not loaded; 2025Q2: 312 shares 312$19.9K<0.01%Timeline
CTSCTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 466 shares; 2025Q1: not loaded; 2025Q2: 466 shares 466$19.9K<0.01%Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 562 shares; 2025Q1: not loaded; 2025Q2: 542 shares 542$19.7K<0.01%Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 210 shares; 2025Q1: not loaded; 2025Q2: 272 shares 272$19.5K<0.01%Timeline
FGSMADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,065 shares; 2025Q1: not loaded; 2025Q2: 724 shares 724$19.5K<0.01%Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 653 shares; 2025Q1: not loaded; 2025Q2: 582 shares 582$19.5K<0.01%Timeline
FIGBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 450 shares 450$19.5K<0.01%Timeline
AUPHAURINIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,280 shares; 2025Q1: not loaded; 2025Q2: 2,280 shares 2,280$19.3K<0.01%Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: not loaded; 2025Q2: 187 shares 187$19.3K<0.01%Timeline
TFSLTFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 1,870 shares; 2025Q1: not loaded; 2025Q2: 1,486 shares 1,486$19.2K<0.01%Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: not loaded; 2025Q2: 503 shares 503$19.2K<0.01%Timeline
ILOWAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 489 shares; 2025Q1: not loaded; 2025Q2: 462 shares 462$19.2K<0.01%Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 386 shares; 2025Q1: not loaded; 2025Q2: 433 shares 433$19.2K<0.01%Timeline
PRGSPROGRESS SOFTWARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: not loaded; 2025Q2: 301 shares 301$19.2K<0.01%Timeline
AFGRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: not loaded; 2025Q2: 570 shares 570$19.2K<0.01%Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: not loaded; 2025Q2: 293 shares 293$19.2K<0.01%Timeline
NBSDNEUBERGER BERMAN ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 375 shares 375$19.1K<0.01%Timeline
MNKDMANNKIND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: not loaded; 2025Q2: 5,100 shares 5,100$19.1K<0.01%Timeline
BBHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 124 shares; 2025Q1: not loaded; 2025Q2: 124 shares 124$19K<0.01%Timeline
DHCDIVERSIFIED HEALTHCARE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 5,290 shares; 2025Q1: not loaded; 2025Q2: 5,290 shares 5,290$18.9K<0.01%Timeline
CRTOCRITEO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 685 shares; 2025Q1: not loaded; 2025Q2: 788 shares 788$18.9K<0.01%Timeline
FFAFIRST TR ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: not loaded; 2025Q2: 920 shares 920$18.8K<0.01%Timeline
EVSBMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 369 shares 369$18.7K<0.01%Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 267 shares 267$18.7K<0.01%Timeline
LRGELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 236 shares; 2025Q1: not loaded; 2025Q2: 236 shares 236$18.7K<0.01%Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 673 shares 673$18.7K<0.01%Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: 225 shares 225$18.6K<0.01%Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 716 shares; 2025Q1: not loaded; 2025Q2: 686 shares 686$18.6K<0.01%Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: not loaded; 2025Q2: 245 shares 245$18.6K<0.01%Timeline
CNMDCONMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 391 shares; 2025Q1: not loaded; 2025Q2: 357 shares 357$18.6K<0.01%Timeline
RIGSALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 799 shares; 2025Q1: not loaded; 2025Q2: 799 shares 799$18.6K<0.01%Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 270 shares; 2025Q1: not loaded; 2025Q2: 481 shares 481$18.5K<0.01%Timeline
SYBTSTOCK YDS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: not loaded; 2025Q2: 233 shares 233$18.4K<0.01%Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 88 shares; 2025Q1: not loaded; 2025Q2: 104 shares 104$18.4K<0.01%Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 132 shares; 2025Q1: not loaded; 2025Q2: 146 shares 146$18.4K<0.01%Timeline
PEJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: not loaded; 2025Q2: 321 shares 321$18.3K<0.01%Timeline
NVDXETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: not loaded; 2025Q2: 1,250 shares 1,250$18.2K<0.01%Timeline
DOLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 252 shares; 2025Q1: not loaded; 2025Q2: 304 shares 304$18.1K<0.01%Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not loaded; 2025Q2: 17 shares 17$18K<0.01%Timeline
NSITINSIGHT ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: not loaded; 2025Q2: 130 shares 130$18K<0.01%Timeline
BANFBANCFIRST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,521 shares; 2024Q4: 1,297 shares; 2025Q1: not loaded; 2025Q2: 145 shares 145$17.9K<0.01%Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 31 shares; 2025Q1: not loaded; 2025Q2: 676 shares 676$17.9K<0.01%Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: not loaded; 2025Q2: 171 shares 171$17.9K<0.01%Timeline
VIPER ENERGY INC-CL AVIPER ENERGY INC-CL AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 243 shares; 2025Q1: not loaded; 2025Q2: 469 shares 469$17.9K<0.01%
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 5,429 shares; 2025Q1: not loaded; 2025Q2: 1,129 shares 1,129$17.6K<0.01%Timeline
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,080 shares 2,080$17.6K<0.01%Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 33 shares; 2025Q1: not loaded; 2025Q2: 230 shares 230$17.5K<0.01%Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 304 shares; 2025Q1: not loaded; 2025Q2: 316 shares 316$17.5K<0.01%Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: not loaded; 2025Q2: 492 shares 492$17.5K<0.01%Timeline
HYFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 279 shares; 2025Q1: not loaded; 2025Q2: 465 shares 465$17.4K<0.01%Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 2,233 shares; 2025Q1: not loaded; 2025Q2: 339 shares 339$17.4K<0.01%Timeline
FBRTFRANKLIN BSP RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,095 shares; 2024Q4: 4,956 shares; 2025Q1: not loaded; 2025Q2: 1,609 shares 1,609$17.2K<0.01%Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,614 shares; 2024Q4: 83,143 shares; 2025Q1: not loaded; 2025Q2: 362 shares 362$17.2K<0.01%Timeline
IMOSCHIPMOS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 770 shares; 2025Q1: not loaded; 2025Q2: 948 shares 948$17.2K<0.01%Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 140 shares; 2025Q1: not loaded; 2025Q2: 119 shares 119$17.1K<0.01%Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 806 shares; 2025Q1: not loaded; 2025Q2: 1,030 shares 1,030$17.1K<0.01%Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 269 shares; 2025Q1: not loaded; 2025Q2: 218 shares 218$17.1K<0.01%Timeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 528 shares; 2025Q1: not loaded; 2025Q2: 300 shares 300$17K<0.01%Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: not loaded; 2025Q2: 723 shares 723$17K<0.01%Timeline
TRINTRINITY CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,203 shares; 2025Q1: not loaded; 2025Q2: 1,203 shares 1,203$16.9K<0.01%Timeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 1,906 shares; 2025Q1: not loaded; 2025Q2: 1,942 shares 1,942$16.9K<0.01%Timeline
EFCELLINGTON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,814 shares; 2024Q4: 7,468 shares; 2025Q1: not loaded; 2025Q2: 1,297 shares 1,297$16.8K<0.01%Timeline
JFRNUVEEN FLOATING RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,887 shares; 2025Q1: not loaded; 2025Q2: 1,985 shares 1,985$16.8K<0.01%Timeline
ACPABRDN INCOME CREDIT STRATEGIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 114 shares; 2025Q1: not loaded; 2025Q2: 2,846 shares 2,846$16.8K<0.01%Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 500 shares 500$16.8K<0.01%Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 71 shares; 2025Q1: not loaded; 2025Q2: 53 shares 53$16.7K<0.01%Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 175 shares; 2025Q1: not loaded; 2025Q2: 783 shares 783$16.7K<0.01%Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: not loaded; 2025Q2: 287 shares 287$16.7K<0.01%Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 258 shares; 2025Q1: not loaded; 2025Q2: 268 shares 268$16.7K<0.01%Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 870 shares; 2025Q1: not loaded; 2025Q2: 190 shares 190$16.7K<0.01%Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 181 shares 181$16.7K<0.01%Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: not loaded; 2025Q2: 613 shares 613$16.6K<0.01%Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 556 shares; 2025Q1: not loaded; 2025Q2: 1,356 shares 1,356$16.6K<0.01%Timeline
ALLTALLOT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,928 shares; 2025Q1: not loaded; 2025Q2: 1,928 shares 1,928$16.5K<0.01%Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: not loaded; 2025Q2: 1,875 shares 1,875$16.4K<0.01%Timeline
JHMBJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 750 shares 750$16.4K<0.01%Timeline
PEXPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 550 shares; 2025Q1: not loaded; 2025Q2: 589 shares 589$16.4K<0.01%Timeline
LOWVAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: not loaded; 2025Q2: 218 shares 218$16.4K<0.01%Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 134 shares; 2025Q1: not loaded; 2025Q2: 392 shares 392$16.4K<0.01%Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 674 shares; 2025Q1: not loaded; 2025Q2: 1,011 shares 1,011$16.2K<0.01%Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 318 shares; 2025Q1: not loaded; 2025Q2: 331 shares 331$16.2K<0.01%Timeline
IPACISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 255 shares; 2025Q1: not loaded; 2025Q2: 236 shares 236$16.2K<0.01%Timeline
SOUTHSTATE BANK CORPSOUTHSTATE BANK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 186 shares; 2025Q1: not loaded; 2025Q2: 176 shares 176$16.2K<0.01%
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 526 shares; 2025Q1: not loaded; 2025Q2: 529 shares 529$16.2K<0.01%Timeline
MSLCMORGAN STANLEY PATHWAY FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: not loaded; 2025Q2: 317 shares 317$16.2K<0.01%Timeline
CWENCLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: not loaded; 2025Q2: 505 shares 505$16.2K<0.01%Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 219 shares; 2025Q1: not loaded; 2025Q2: 275 shares 275$16.1K<0.01%Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 347 shares; 2025Q1: not loaded; 2025Q2: 1,998 shares 1,998$16.1K<0.01%Timeline
AFMCFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 500 shares 500$16.1K<0.01%Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 853 shares; 2025Q1: not loaded; 2025Q2: 574 shares 574$16.1K<0.01%Timeline
PAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: not loaded; 2025Q2: 430 shares 430$16K<0.01%Timeline
AMLXAMYLYX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: not loaded; 2025Q2: 2,500 shares 2,500$16K<0.01%Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 1,270 shares; 2025Q1: not loaded; 2025Q2: 159 shares 159$16K<0.01%Timeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 330 shares; 2025Q1: not loaded; 2025Q2: 365 shares 365$16K<0.01%Timeline
PIMCO MUN INCOME FDPIMCO MUN INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not loaded; 2025Q2: 2,000 shares 2,000$16K<0.01%
AGGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 222 shares; 2025Q1: not loaded; 2025Q2: 153 shares 153$16K<0.01%Timeline
FDUSFIDUS INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 788 shares 788$15.9K<0.01%Timeline
SMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 153 shares; 2025Q1: not loaded; 2025Q2: 245 shares 245$15.9K<0.01%Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 42 shares; 2025Q1: not loaded; 2025Q2: 79 shares 79$15.9K<0.01%Timeline
SBRSABINE RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 238 shares; 2025Q1: not loaded; 2025Q2: 238 shares 238$15.9K<0.01%Timeline
WDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 219 shares; 2025Q1: not loaded; 2025Q2: 224 shares 224$15.8K<0.01%Timeline
VERINT SYS INCVERINT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 128 shares; 2025Q1: not loaded; 2025Q2: 803 shares 803$15.8K<0.01%
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 67 shares; 2025Q1: not loaded; 2025Q2: 140 shares 140$15.8K<0.01%Timeline
LUCID GROUP INCLUCID GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 6,556 shares; 2025Q1: not loaded; 2025Q2: 7,456 shares 7,456$15.7K<0.01%
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 150 shares; 2025Q1: not loaded; 2025Q2: 50 shares 50$15.7K<0.01%Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 425 shares; 2025Q1: not loaded; 2025Q2: 197 shares 197$15.7K<0.01%Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: not loaded; 2025Q2: 345 shares 345$15.6K<0.01%Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 442 shares; 2025Q1: not loaded; 2025Q2: 384 shares 384$15.6K<0.01%Timeline
TRNTRINITY INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 566 shares; 2025Q1: not loaded; 2025Q2: 578 shares 578$15.6K<0.01%Timeline
WAFDWAFD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 609 shares; 2025Q1: not loaded; 2025Q2: 533 shares 533$15.6K<0.01%Timeline
GMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: not loaded; 2025Q2: 400 shares 400$15.6K<0.01%Timeline
PKXPOSCO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 146 shares; 2025Q1: not loaded; 2025Q2: 321 shares 321$15.6K<0.01%Timeline
BMVPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: not loaded; 2025Q2: 321 shares 321$15.5K<0.01%Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 345 shares; 2025Q1: not loaded; 2025Q2: 301 shares 301$15.5K<0.01%Timeline
FPIFARMLAND PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 1,306 shares; 2025Q1: not loaded; 2025Q2: 1,348 shares 1,348$15.5K<0.01%Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 21 shares; 2025Q1: not loaded; 2025Q2: 420 shares 420$15.1K<0.01%Timeline
FLHYFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 619 shares 619$15.1K<0.01%Timeline
AWAYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 698 shares; 2025Q1: not loaded; 2025Q2: 698 shares 698$15K<0.01%Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 384 shares; 2025Q1: not loaded; 2025Q2: 439 shares 439$15K<0.01%Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 800 shares; 2025Q1: not loaded; 2025Q2: 444 shares 444$14.9K<0.01%Timeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 273 shares; 2025Q1: not loaded; 2025Q2: 465 shares 465$14.8K<0.01%Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 1,115 shares; 2025Q1: not loaded; 2025Q2: 603 shares 603$14.8K<0.01%Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 512 shares 512$14.8K<0.01%Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: not loaded; 2025Q2: 61 shares 61$14.8K<0.01%Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 67 shares; 2025Q1: not loaded; 2025Q2: 162 shares 162$14.7K<0.01%Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 551 shares; 2025Q1: not loaded; 2025Q2: 140 shares 140$14.7K<0.01%Timeline
BEPBROOKFIELD RENEWABLE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 574 shares 574$14.7K<0.01%Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 38 shares; 2025Q1: not loaded; 2025Q2: 210 shares 210$14.6K<0.01%Timeline
CLOIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 272 shares; 2025Q1: not loaded; 2025Q2: 276 shares 276$14.6K<0.01%Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 3,177 shares; 2025Q1: not loaded; 2025Q2: 2,222 shares 2,222$14.6K<0.01%Timeline
QIAGEN N.V.QIAGEN N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 303 shares 303$14.6K<0.01%
DXYZDESTINY TECH100 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: not loaded; 2025Q2: 380 shares 380$14.5K<0.01%Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 102 shares; 2025Q1: not loaded; 2025Q2: 113 shares 113$14.4K<0.01%Timeline
LRGCAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 201 shares 201$14.4K<0.01%Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 108 shares; 2025Q1: not loaded; 2025Q2: 116 shares 116$14.3K<0.01%Timeline
CFLTCONFLUENT INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 243 shares; 2025Q1: not loaded; 2025Q2: 575 shares 575$14.3K<0.01%Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 502 shares 502$14.3K<0.01%Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 96 shares; 2025Q1: not loaded; 2025Q2: 489 shares 489$14.3K<0.01%Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,441 shares; 2025Q1: not loaded; 2025Q2: 1,413 shares 1,413$14.2K<0.01%Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 1,483 shares; 2025Q1: not loaded; 2025Q2: 695 shares 695$14.2K<0.01%Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 270 shares; 2025Q1: not loaded; 2025Q2: 565 shares 565$14.2K<0.01%Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 18 shares; 2025Q1: not loaded; 2025Q2: 244 shares 244$14.2K<0.01%Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 74 shares; 2025Q1: not loaded; 2025Q2: 74 shares 74$14.2K<0.01%Timeline
FIBKFIRST INTST BANCSYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 589 shares; 2025Q1: not loaded; 2025Q2: 492 shares 492$14.2K<0.01%Timeline
DRIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 4,158 shares; 2025Q1: not loaded; 2025Q2: 607 shares 607$14.1K<0.01%Timeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 495 shares; 2025Q1: not loaded; 2025Q2: 439 shares 439$14K<0.01%Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 69 shares; 2025Q1: not loaded; 2025Q2: 162 shares 162$14K<0.01%Timeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 277 shares; 2025Q1: not loaded; 2025Q2: 286 shares 286$14K<0.01%Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: not loaded; 2025Q2: 187 shares 187$14K<0.01%Timeline
BUZZVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 503 shares; 2025Q1: not loaded; 2025Q2: 461 shares 461$14K<0.01%Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: not loaded; 2025Q2: 140 shares 140$13.9K<0.01%Timeline
NWNNORTHWEST NAT HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: not loaded; 2025Q2: 350 shares 350$13.9K<0.01%Timeline
HEQTSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 462 shares 462$13.9K<0.01%Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 253 shares; 2025Q1: not loaded; 2025Q2: 563 shares 563$13.9K<0.01%Timeline
OIAINVESCO MUNI INCOME OPP TRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: not loaded; 2025Q2: 2,400 shares 2,400$13.8K<0.01%Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,039 shares; 2025Q1: not loaded; 2025Q2: 503 shares 503$13.8K<0.01%Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 123 shares; 2025Q1: not loaded; 2025Q2: 256 shares 256$13.8K<0.01%Timeline
AIRAAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 200 shares 200$13.8K<0.01%Timeline
RWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 500 shares 500$13.7K<0.01%Timeline
TBLDTHORNBURG INCM BUILDER OPP TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 697 shares 697$13.7K<0.01%Timeline
RRRICHTECH ROBOTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,000 shares 7,000$13.7K<0.01%Timeline
ACHACCENDRA HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 208 shares; 2025Q1: not loaded; 2025Q2: 1,500 shares 1,500$13.7K<0.01%Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,741 shares; 2025Q1: not loaded; 2025Q2: 679 shares 679$13.6K<0.01%Timeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not loaded; 2025Q2: 119 shares 119$13.6K<0.01%Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 790 shares; 2025Q1: not loaded; 2025Q2: 762 shares 762$13.6K<0.01%Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: not loaded; 2025Q2: 245 shares 245$13.5K<0.01%Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,600 shares; 2025Q1: not loaded; 2025Q2: 1,600 shares 1,600$13.5K<0.01%Timeline
BAPRABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 198 shares 198$13.5K<0.01%Timeline
KBWPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 109 shares; 2025Q1: not loaded; 2025Q2: 109 shares 109$13.4K<0.01%Timeline
CSMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 190 shares 190$13.4K<0.01%Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: not loaded; 2025Q2: 794 shares 794$13.3K<0.01%Timeline
MLNVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 788 shares; 2025Q1: not loaded; 2025Q2: 788 shares 788$13.3K<0.01%Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 188 shares; 2025Q1: not loaded; 2025Q2: 206 shares 206$13.2K<0.01%Timeline
BKCHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: not loaded; 2025Q2: 250 shares 250$13.2K<0.01%Timeline
SNVSYNOVUS FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 225 shares; 2025Q1: not loaded; 2025Q2: 252 shares 252$13.1K<0.01%Timeline
KBHKB HOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: not loaded; 2025Q2: 246 shares 246$13K<0.01%Timeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 24,084 shares; 2025Q1: not loaded; 2025Q2: 233 shares 233$13K<0.01%Timeline
ATHMAUTOHOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: not loaded; 2025Q2: 504 shares 504$13K<0.01%Timeline
VTSVITESSE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 746 shares; 2025Q1: not loaded; 2025Q2: 588 shares 588$13K<0.01%Timeline
IAGIAMGOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,757 shares 1,757$12.9K<0.01%Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: not loaded; 2025Q2: 178 shares 178$12.9K<0.01%Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 147 shares; 2025Q1: not loaded; 2025Q2: 454 shares 454$12.9K<0.01%Timeline
GRNDGRINDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not loaded; 2025Q2: 565 shares 565$12.8K<0.01%Timeline
QLCFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 180 shares 180$12.8K<0.01%Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 114 shares; 2025Q1: not loaded; 2025Q2: 102 shares 102$12.8K<0.01%Timeline
TRMDTORM PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 768 shares; 2025Q1: not loaded; 2025Q2: 768 shares 768$12.8K<0.01%Timeline
OROR ROYALTIES INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 496 shares 496$12.8K<0.01%Timeline
FFBC1ST FINL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 520 shares; 2025Q1: not loaded; 2025Q2: 525 shares 525$12.7K<0.01%Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 163 shares; 2025Q1: not loaded; 2025Q2: 26 shares 26$12.7K<0.01%Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 94 shares; 2025Q1: not loaded; 2025Q2: 89 shares 89$12.7K<0.01%Timeline
EQLALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 59 shares; 2025Q1: not loaded; 2025Q2: 289 shares 289$12.7K<0.01%Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 125 shares 125$12.7K<0.01%Timeline
WCLDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 350 shares 350$12.6K<0.01%Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,681 shares; 2024Q4: 12,880 shares; 2025Q1: not loaded; 2025Q2: 64 shares 64$12.6K<0.01%Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 917 shares; 2025Q1: not loaded; 2025Q2: 974 shares 974$12.6K<0.01%
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: not loaded; 2025Q2: 3,477 shares 3,477$12.6K<0.01%Timeline
BBBLBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 251 shares; 2025Q1: not loaded; 2025Q2: 259 shares 259$12.5K<0.01%Timeline
EUADSPINNAKER ETF SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 290 shares 290$12.5K<0.01%Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 93 shares; 2025Q1: not loaded; 2025Q2: 76 shares 76$12.5K<0.01%Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 668 shares; 2025Q1: not loaded; 2025Q2: 668 shares 668$12.5K<0.01%Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
CCLCARNIVAL CORP Stockcall1,000$9.15K
SLVISHARES SILVER TR COMcall1,000$6.55K
TSLATESLA INC COMput4,500$5.6K
SHOPSHOPIFY INC CL A SUB VTG SHScall2,000$5.18K
CFLTCONFLUENT INC-CLASS A CLASS A COMcall1,000$2.55K
AVGOBROADCOM INC COMcall1,000$1.55K
INTCINTEL CORP COMcall700$1.45K
RKTROCKET COS INC COM CL Acall1,500$690
UECURANIUM ENERGY CORP Stockcall200$496
RBRKRUBRIK INC. CL Acall1,000$175
NVDANVIDIA CORPORATION COMput500$130
HTZHERTZ GLOBAL HLDGS INC COM NEWput2,000$100
LULULULULEMON ATHLETICA INC COMcall400$31
PSQPROSHARES TR SHORT QQQcall20,000$12
DOCUDOCUSIGN INC Stockcall1,000$0

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001580642-25-005069 base2025-08-12acceptance time not in the bulk data set