Skip to content

Global Retirement Partners, LLC

Follow

13F filer, CIK 1749744, San Rafael, CA

Global Retirement Partners, LLC reported $5,636,070,220 across 4,231 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-06. Its ten largest share positions make up 19.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001580642-26-000877

Period
2025-12-31
Reported value
$5.64B
Holdings
4,231
Top 10 weight
19.84%
New
623
Sold out
272

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INVESCO QQQ TRnew+152,181$93.5M
NVDAadded+176,880$33M
MSFTadded+59,209$28.6M
DSIadded+220,823$28.4M
AAPLadded+95,819$26M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QQQexited-152,941-$91.8M
AJGreduced-57,624-$14.9M
ISHARES IBONDS DEC 2025 TERMexited-509,073-$12.8M
CORexited-23,259-$7.27M
SPGPreduced-61,521-$7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001580642-26-000877, largest first. % of portfolio is the value over $5,636,035,104, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not loaded; 2025Q2: 119 shares; 2025Q3: 260 shares; 2025Q4: 1,614 shares 1,614$192K<0.01%+1,354Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares 2,927$192K<0.01%newTimeline
WDIWESTERN ASSET DIVERSIFIED INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,502 shares; 2025Q3: 1,710 shares; 2025Q4: 13,860 shares 13,860$191K<0.01%+12,150Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: not loaded; 2025Q2: 178 shares; 2025Q3: 460 shares; 2025Q4: 2,540 shares 2,540$191K<0.01%+2,080Timeline
DRILLING TOOLS INTL CORPDRILLING TOOLS INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,505 shares 77,505$190K<0.01%new
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,915 shares; 2025Q1: not loaded; 2025Q2: 2,251 shares; 2025Q3: 2,052 shares; 2025Q4: 3,330 shares 3,330$190K<0.01%+1,278Timeline
FSIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,210 shares; 2025Q1: not loaded; 2025Q2: 9,972 shares; 2025Q3: 10,065 shares; 2025Q4: 9,879 shares 9,879$190K<0.01%-186Timeline
TLTDFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,044 shares; 2025Q3: not reported; 2025Q4: 2,044 shares 2,044$190K<0.01%newTimeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: not loaded; 2025Q2: 27 shares; 2025Q3: 97 shares; 2025Q4: 88 shares 88$189K<0.01%-9Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 760 shares; 2025Q1: not loaded; 2025Q2: 754 shares; 2025Q3: 740 shares; 2025Q4: 1,084 shares 1,084$189K<0.01%+344Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 487 shares; 2025Q1: not loaded; 2025Q2: 465 shares; 2025Q3: 466 shares; 2025Q4: 1,507 shares 1,507$189K<0.01%+1,041Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,401 shares; 2025Q1: not loaded; 2025Q2: 1,429 shares; 2025Q3: 1,418 shares; 2025Q4: 1,424 shares 1,424$189K<0.01%+6Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 118 shares; 2025Q1: not loaded; 2025Q2: 2,489 shares; 2025Q3: 1,993 shares; 2025Q4: 1,368 shares 1,368$188K<0.01%-625Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,531 shares; 2024Q4: 32,043 shares; 2025Q1: not loaded; 2025Q2: 29,649 shares; 2025Q3: 16,301 shares; 2025Q4: 20,941 shares 20,941$188K<0.01%+4,640Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,600 shares; 2025Q1: not loaded; 2025Q2: 1,600 shares; 2025Q3: 1,702 shares; 2025Q4: 20,161 shares 20,161$188K<0.01%+18,459Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,194 shares; 2025Q1: not loaded; 2025Q2: 924 shares; 2025Q3: 3,167 shares; 2025Q4: 3,615 shares 3,615$187K<0.01%+448Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 116 shares; 2025Q1: not loaded; 2025Q2: 131 shares; 2025Q3: 115 shares; 2025Q4: 410 shares 410$186K<0.01%+295Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 508 shares; 2025Q1: not loaded; 2025Q2: 1,050 shares; 2025Q3: 1,298 shares; 2025Q4: 6,656 shares 6,656$186K<0.01%+5,358Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,563 shares; 2025Q1: not loaded; 2025Q2: 1,564 shares; 2025Q3: 1,554 shares; 2025Q4: 4,015 shares 4,015$184K<0.01%+2,461Timeline
DJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,858 shares; 2025Q4: 3,858 shares 3,858$184K<0.01%0Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 183 shares; 2025Q1: not loaded; 2025Q2: 496 shares; 2025Q3: 508 shares; 2025Q4: 4,154 shares 4,154$183K<0.01%+3,646Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,015 shares; 2025Q1: not loaded; 2025Q2: 1,129 shares; 2025Q3: 1,354 shares; 2025Q4: 1,344 shares 1,344$183K<0.01%-10Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 527 shares; 2025Q1: not loaded; 2025Q2: 684 shares; 2025Q3: 818 shares; 2025Q4: 1,522 shares 1,522$183K<0.01%+704Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,417 shares; 2025Q1: not loaded; 2025Q2: 1,644 shares; 2025Q3: 1,400 shares; 2025Q4: 2,094 shares 2,094$183K<0.01%+694Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 5,755 shares; 2025Q1: not loaded; 2025Q2: 4,398 shares; 2025Q3: 4,411 shares; 2025Q4: 4,434 shares 4,434$183K<0.01%+23Timeline
NMRKNEWMARK GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 249 shares; 2025Q1: not loaded; 2025Q2: 986 shares; 2025Q3: 2,326 shares; 2025Q4: 10,536 shares 10,536$183K<0.01%+8,210Timeline
ATFVTHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,223 shares 5,223$182K<0.01%newTimeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 443 shares; 2025Q1: not loaded; 2025Q2: 504 shares; 2025Q3: 516 shares; 2025Q4: 659 shares 659$182K<0.01%+143Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,043 shares; 2025Q1: not loaded; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares 1,043$182K<0.01%0Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 117 shares; 2025Q1: not loaded; 2025Q2: 190 shares; 2025Q3: 223 shares; 2025Q4: 985 shares 985$182K<0.01%+762Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 574 shares; 2025Q1: not loaded; 2025Q2: 761 shares; 2025Q3: 621 shares; 2025Q4: 6,529 shares 6,529$182K<0.01%+5,908Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,385 shares; 2025Q1: not loaded; 2025Q2: 597 shares; 2025Q3: 668 shares; 2025Q4: 1,124 shares 1,124$180K<0.01%+456Timeline
TMFMRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 7,689 shares; 2025Q1: not loaded; 2025Q2: 7,689 shares; 2025Q3: 7,689 shares; 2025Q4: 7,689 shares 7,689$180K<0.01%0Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 566 shares; 2025Q1: not loaded; 2025Q2: 670 shares; 2025Q3: 634 shares; 2025Q4: 4,906 shares 4,906$180K<0.01%+4,272Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 77 shares; 2025Q1: not loaded; 2025Q2: 94 shares; 2025Q3: 80 shares; 2025Q4: 529 shares 529$180K<0.01%+449Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 263 shares; 2025Q1: not loaded; 2025Q2: 195 shares; 2025Q3: 119 shares; 2025Q4: 925 shares 925$179K<0.01%+806Timeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: not loaded; 2025Q2: 2,286 shares; 2025Q3: 2,193 shares; 2025Q4: 2,168 shares 2,168$179K<0.01%-25Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,019 shares; 2025Q1: not loaded; 2025Q2: 1,314 shares; 2025Q3: 1,478 shares; 2025Q4: 6,893 shares 6,893$178K<0.01%+5,415Timeline
EVSDMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 3,798 shares; 2025Q1: not loaded; 2025Q2: 2,882 shares; 2025Q3: 3,442 shares; 2025Q4: 3,466 shares 3,466$178K<0.01%+24Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 226 shares; 2025Q1: not loaded; 2025Q2: 24,386 shares; 2025Q3: 7,741 shares; 2025Q4: 5,716 shares 5,716$178K<0.01%-2,025Timeline
CIGCIA ENERGETICA DE MINAS GERAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: not loaded; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 88,685 shares 88,685$177K<0.01%+88,550Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 5,323 shares; 2025Q1: not loaded; 2025Q2: 5,162 shares; 2025Q3: 4,672 shares; 2025Q4: 5,140 shares 5,140$177K<0.01%+468Timeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600$177K<0.01%newTimeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 539 shares; 2025Q4: 4,680 shares 4,680$177K<0.01%+4,141Timeline
AUGWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,421 shares; 2025Q1: not loaded; 2025Q2: 5,421 shares; 2025Q3: 5,421 shares; 2025Q4: 5,421 shares 5,421$176K<0.01%0Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,509 shares; 2025Q1: not loaded; 2025Q2: 3,182 shares; 2025Q3: 3,140 shares; 2025Q4: 2,703 shares 2,703$176K<0.01%-437Timeline
BTXBLACKROCK TECH AND PRIVATE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,661 shares 26,661$176K<0.01%newTimeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 181 shares; 2025Q3: 63 shares; 2025Q4: 2,261 shares 2,261$175K<0.01%+2,198Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 643 shares; 2025Q1: not loaded; 2025Q2: 640 shares; 2025Q3: 643 shares; 2025Q4: 1,611 shares 1,611$175K<0.01%+968Timeline
GHMGRAHAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,808 shares; 2025Q1: not loaded; 2025Q2: 3,808 shares; 2025Q3: 3,808 shares; 2025Q4: 2,712 shares 2,712$174K<0.01%-1,096Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 922 shares; 2025Q1: not loaded; 2025Q2: 1,112 shares; 2025Q3: 1,106 shares; 2025Q4: 3,907 shares 3,907$174K<0.01%+2,801Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: not loaded; 2025Q2: 16 shares; 2025Q3: 91 shares; 2025Q4: 832 shares 832$174K<0.01%+741Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,453 shares 7,453$174K<0.01%newTimeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 3,641 shares; 2025Q1: not loaded; 2025Q2: 3,699 shares; 2025Q3: 3,711 shares; 2025Q4: 3,533 shares 3,533$174K<0.01%-178Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 602 shares; 2025Q1: not loaded; 2025Q2: 1,284 shares; 2025Q3: 1,250 shares; 2025Q4: 1,172 shares 1,172$174K<0.01%-78Timeline
OIHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,587 shares; 2025Q1: not loaded; 2025Q2: 1,179 shares; 2025Q3: 608 shares; 2025Q4: 609 shares 609$173K<0.01%+1Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 384 shares; 2025Q1: not loaded; 2025Q2: 210 shares; 2025Q3: 152 shares; 2025Q4: 1,298 shares 1,298$173K<0.01%+1,146Timeline
BKEBUCKLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 106 shares; 2025Q1: not loaded; 2025Q2: 219 shares; 2025Q3: 220 shares; 2025Q4: 3,238 shares 3,238$173K<0.01%+3,018Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 457 shares; 2025Q1: not loaded; 2025Q2: 1,681 shares; 2025Q3: 1,685 shares; 2025Q4: 3,301 shares 3,301$173K<0.01%+1,616Timeline
KNGZFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 3,800 shares; 2025Q1: not loaded; 2025Q2: 3,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800$172K<0.01%0Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 1,014 shares; 2025Q1: not loaded; 2025Q2: 1,733 shares; 2025Q3: 1,563 shares; 2025Q4: 7,591 shares 7,591$172K<0.01%+6,028Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: not loaded; 2025Q2: 635 shares; 2025Q3: 2,427 shares; 2025Q4: 3,764 shares 3,764$172K<0.01%+1,337Timeline
SPX TECHNOLOGIES INCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 857 shares 857$171K<0.01%new
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,849 shares; 2025Q1: not loaded; 2025Q2: 6,540 shares; 2025Q3: 8,210 shares; 2025Q4: 3,691 shares 3,691$171K<0.01%-4,519Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 94 shares; 2025Q1: not loaded; 2025Q2: 89 shares; 2025Q3: 75 shares; 2025Q4: 1,505 shares 1,505$171K<0.01%+1,430Timeline
RLYSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 802 shares; 2025Q1: not loaded; 2025Q2: 5,029 shares; 2025Q3: 4,996 shares; 2025Q4: 5,433 shares 5,433$171K<0.01%+437Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 289 shares; 2025Q1: not loaded; 2025Q2: 831 shares; 2025Q3: 963 shares; 2025Q4: 2,143 shares 2,143$171K<0.01%+1,180Timeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,751 shares; 2025Q1: not loaded; 2025Q2: 6,581 shares; 2025Q3: 6,583 shares; 2025Q4: 6,586 shares 6,586$171K<0.01%+3Timeline
FLCAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,238 shares; 2025Q1: not loaded; 2025Q2: 3,576 shares; 2025Q3: 3,571 shares; 2025Q4: 3,522 shares 3,522$170K<0.01%-49Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,663 shares; 2025Q1: not loaded; 2025Q2: 5,121 shares; 2025Q3: 4,600 shares; 2025Q4: 4,606 shares 4,606$170K<0.01%+6Timeline
BFHBREAD FINANCIAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,291 shares 2,291$170K<0.01%newTimeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 592 shares; 2025Q1: not loaded; 2025Q2: 617 shares; 2025Q3: 3,101 shares; 2025Q4: 1,376 shares 1,376$169K<0.01%-1,725Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 77 shares; 2025Q1: not loaded; 2025Q2: 79 shares; 2025Q3: 72 shares; 2025Q4: 707 shares 707$169K<0.01%+635Timeline
AXICYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,547 shares 19,547$168K<0.01%newTimeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 984 shares; 2025Q1: not loaded; 2025Q2: 2,696 shares; 2025Q3: 2,612 shares; 2025Q4: 6,024 shares 6,024$168K<0.01%+3,412Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 13 shares; 2025Q1: not loaded; 2025Q2: 92 shares; 2025Q3: 2,258 shares; 2025Q4: 2,858 shares 2,858$168K<0.01%+600Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 24,628 shares; 2025Q1: not loaded; 2025Q2: 27,027 shares; 2025Q3: 28,544 shares; 2025Q4: 21,104 shares 21,104$168K<0.01%-7,440Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 8,625 shares; 2025Q1: not loaded; 2025Q2: 11,808 shares; 2025Q3: 10,196 shares; 2025Q4: 8,222 shares 8,222$168K<0.01%-1,974Timeline
NJRNEW JERSEY RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: not loaded; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 3,632 shares 3,632$168K<0.01%+3,530Timeline
GTIPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 2,890 shares; 2025Q1: not loaded; 2025Q2: 3,153 shares; 2025Q3: 3,169 shares; 2025Q4: 3,406 shares 3,406$167K<0.01%+237Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,208 shares; 2025Q3: 1,244 shares; 2025Q4: 7,398 shares 7,398$167K<0.01%+6,154Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 694 shares; 2025Q1: not loaded; 2025Q2: 317 shares; 2025Q3: 1,158 shares; 2025Q4: 3,551 shares 3,551$167K<0.01%+2,393Timeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 1,234 shares 1,234$166K<0.01%+1,184Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 1,701 shares; 2025Q1: not loaded; 2025Q2: 1,582 shares; 2025Q3: 1,610 shares; 2025Q4: 1,628 shares 1,628$166K<0.01%+18Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 457 shares; 2025Q1: not loaded; 2025Q2: 3,190 shares; 2025Q3: 3,257 shares; 2025Q4: 7,145 shares 7,145$166K<0.01%+3,888Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 223 shares; 2025Q1: not loaded; 2025Q2: 208 shares; 2025Q3: 439 shares; 2025Q4: 3,794 shares 3,794$166K<0.01%+3,355Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not loaded; 2025Q2: 32 shares; 2025Q3: 35 shares; 2025Q4: 653 shares 653$165K<0.01%+618Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,043 shares; 2025Q1: not loaded; 2025Q2: 2,766 shares; 2025Q3: 2,768 shares; 2025Q4: 2,755 shares 2,755$164K<0.01%-13Timeline
PLUSEPLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: not loaded; 2025Q2: 38 shares; 2025Q3: 71 shares; 2025Q4: 1,867 shares 1,867$164K<0.01%+1,796Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 126 shares; 2025Q3: 161 shares; 2025Q4: 6,225 shares 6,225$164K<0.01%+6,064Timeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,552 shares; 2025Q3: 5,587 shares; 2025Q4: 5,626 shares 5,626$163K<0.01%+39Timeline
MMUWESTERN ASSET MANAGED MUNS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,642 shares 15,642$163K<0.01%newTimeline
NWPXNWPX INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 2,597 shares; 2025Q1: not loaded; 2025Q2: 2,597 shares; 2025Q3: 2,597 shares; 2025Q4: 2,597 shares 2,597$162K<0.01%0Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,392 shares; 2025Q1: not loaded; 2025Q2: 1,396 shares; 2025Q3: 1,324 shares; 2025Q4: 3,641 shares 3,641$162K<0.01%+2,317Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 1,424 shares; 2025Q1: not loaded; 2025Q2: 1,951 shares; 2025Q3: 2,311 shares; 2025Q4: 3,873 shares 3,873$162K<0.01%+1,562Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 108 shares; 2025Q1: not loaded; 2025Q2: 116 shares; 2025Q3: 534 shares; 2025Q4: 987 shares 987$162K<0.01%+453Timeline
OXLCOXFORD LANE CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,025 shares 11,025$161K<0.01%newTimeline
GAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,035 shares; 2025Q1: not loaded; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 4,035 shares 4,035$161K<0.01%0Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,041 shares; 2025Q1: not loaded; 2025Q2: 785 shares; 2025Q3: 734 shares; 2025Q4: 1,229 shares 1,229$161K<0.01%+495Timeline
VSMVVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,992 shares; 2025Q3: 2,691 shares; 2025Q4: 2,917 shares 2,917$161K<0.01%+226Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,787 shares; 2024Q4: 6,782 shares; 2025Q1: not loaded; 2025Q2: 3,447 shares; 2025Q3: 2,104 shares; 2025Q4: 2,020 shares 2,020$161K<0.01%-84Timeline
BANCBANC OF CALIFORNIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: not loaded; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 8,340 shares 8,340$161K<0.01%+7,689Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: not loaded; 2025Q2: 163 shares; 2025Q3: 387 shares; 2025Q4: 5,050 shares 5,050$161K<0.01%+4,663Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,168 shares; 2025Q1: not loaded; 2025Q2: 1,354 shares; 2025Q3: 1,328 shares; 2025Q4: 1,211 shares 1,211$161K<0.01%-117Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 48 shares; 2025Q1: not loaded; 2025Q2: 53 shares; 2025Q3: not reported; 2025Q4: 2,300 shares 2,300$161K<0.01%newTimeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 6,252 shares; 2025Q1: not loaded; 2025Q2: 5,363 shares; 2025Q3: 5,363 shares; 2025Q4: 4,753 shares 4,753$160K<0.01%-610Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 5,135 shares; 2025Q1: not loaded; 2025Q2: 3,759 shares; 2025Q3: 3,978 shares; 2025Q4: 3,404 shares 3,404$160K<0.01%-574Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 1,673 shares; 2025Q1: not loaded; 2025Q2: 2,228 shares; 2025Q3: 2,043 shares; 2025Q4: 1,682 shares 1,682$160K<0.01%-361Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 2,978 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: 2,963 shares; 2025Q4: 3,084 shares 3,084$160K<0.01%+121Timeline
USARUSA RARE EARTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 245 shares; 2025Q3: 13,893 shares; 2025Q4: 13,439 shares 13,439$160K<0.01%-454Timeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 453 shares; 2025Q1: not loaded; 2025Q2: 909 shares; 2025Q3: 902 shares; 2025Q4: 891 shares 891$160K<0.01%-11Timeline
PHYLPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 5,351 shares; 2025Q1: not loaded; 2025Q2: 3,988 shares; 2025Q3: 4,192 shares; 2025Q4: 4,497 shares 4,497$160K<0.01%+305Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,808 shares; 2025Q1: not loaded; 2025Q2: 1,589 shares; 2025Q3: 1,311 shares; 2025Q4: 1,495 shares 1,495$159K<0.01%+184Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 1,976 shares; 2025Q1: not loaded; 2025Q2: 2,087 shares; 2025Q3: 2,092 shares; 2025Q4: 2,097 shares 2,097$158K<0.01%+5Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 940 shares; 2025Q1: not loaded; 2025Q2: 2,052 shares; 2025Q3: 1,609 shares; 2025Q4: 3,306 shares 3,306$158K<0.01%+1,697Timeline
MMTABERDEEN MULTI-MARKET INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 33,896 shares 33,896$158K<0.01%+31,896Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 210 shares; 2025Q1: not loaded; 2025Q2: 272 shares; 2025Q3: 208 shares; 2025Q4: 2,039 shares 2,039$158K<0.01%+1,831Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 551 shares; 2025Q1: not loaded; 2025Q2: 140 shares; 2025Q3: 442 shares; 2025Q4: 1,389 shares 1,389$157K<0.01%+947Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 1,795 shares 1,795$157K<0.01%+1,770Timeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 7,526 shares; 2025Q1: not loaded; 2025Q2: 6,436 shares; 2025Q3: 91 shares; 2025Q4: 7,660 shares 7,660$157K<0.01%+7,569Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,281 shares; 2025Q1: not loaded; 2025Q2: 423 shares; 2025Q3: 371 shares; 2025Q4: 550 shares 550$157K<0.01%+179Timeline
HCI GROUP INCHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares 818$157K<0.01%new
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 488 shares; 2025Q1: not loaded; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 7,870 shares 7,870$157K<0.01%+7,565Timeline
EVLVEVOLV TECHNOLOGIES HLDNGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: not loaded; 2025Q2: 17,845 shares; 2025Q3: 17,845 shares; 2025Q4: 21,845 shares 21,845$156K<0.01%+4,000Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 448 shares; 2025Q1: not loaded; 2025Q2: 459 shares; 2025Q3: 464 shares; 2025Q4: 5,632 shares 5,632$156K<0.01%+5,168Timeline
IDUBETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 7,216 shares; 2025Q1: not loaded; 2025Q2: 7,091 shares; 2025Q3: 6,414 shares; 2025Q4: 6,423 shares 6,423$156K<0.01%+9Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 895 shares; 2025Q1: not loaded; 2025Q2: 1,909 shares; 2025Q3: 3,412 shares; 2025Q4: 9,532 shares 9,532$156K<0.01%+6,120Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,863 shares; 2025Q1: not loaded; 2025Q2: 1,917 shares; 2025Q3: 1,672 shares; 2025Q4: 3,577 shares 3,577$156K<0.01%+1,905Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: not loaded; 2025Q2: 7,194 shares; 2025Q3: 4,748 shares; 2025Q4: 2,609 shares 2,609$155K<0.01%-2,139Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 1,971 shares; 2025Q1: not loaded; 2025Q2: 6,235 shares; 2025Q3: 2,605 shares; 2025Q4: 3,770 shares 3,770$155K<0.01%+1,165Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,076 shares; 2024Q4: 5,015 shares; 2025Q1: not loaded; 2025Q2: 5,225 shares; 2025Q3: 4,096 shares; 2025Q4: 3,923 shares 3,923$155K<0.01%-173Timeline
FTMUPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,767 shares 19,767$154K<0.01%newTimeline
PWBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,215 shares; 2025Q1: not loaded; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215$154K<0.01%0Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: not loaded; 2025Q2: 88 shares; 2025Q3: 100 shares; 2025Q4: 477 shares 477$154K<0.01%+377Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 37 shares; 2025Q1: not loaded; 2025Q2: 37 shares; 2025Q3: 42 shares; 2025Q4: 1,006 shares 1,006$154K<0.01%+964Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 5,778 shares; 2025Q1: not loaded; 2025Q2: 6,079 shares; 2025Q3: 5,778 shares; 2025Q4: 6,470 shares 6,470$154K<0.01%+692Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,256 shares; 2024Q4: 5,537 shares; 2025Q1: not loaded; 2025Q2: 7,721 shares; 2025Q3: 8,334 shares; 2025Q4: 5,864 shares 5,864$154K<0.01%-2,470Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,600 shares; 2025Q3: 7,200 shares; 2025Q4: 6,200 shares 6,200$154K<0.01%-1,000Timeline
PUIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,509 shares; 2025Q1: not loaded; 2025Q2: 2,509 shares; 2025Q3: 3,509 shares; 2025Q4: 3,509 shares 3,509$153K<0.01%0Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 169 shares; 2025Q1: not loaded; 2025Q2: 322 shares; 2025Q3: 245 shares; 2025Q4: 875 shares 875$152K<0.01%+630Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 1,895 shares; 2025Q1: not loaded; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,901 shares 1,901$152K<0.01%-2Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 972 shares; 2025Q1: not loaded; 2025Q2: 1,517 shares; 2025Q3: 1,800 shares; 2025Q4: 13,222 shares 13,222$152K<0.01%+11,422Timeline
TRFKPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,368 shares 2,368$152K<0.01%newTimeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,826 shares; 2025Q1: not loaded; 2025Q2: 2,826 shares; 2025Q3: 6,380 shares; 2025Q4: 7,352 shares 7,352$151K<0.01%+972Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 6,987 shares; 2025Q1: not loaded; 2025Q2: 11,503 shares; 2025Q3: 11,619 shares; 2025Q4: 11,739 shares 11,739$151K<0.01%+120Timeline
QALTSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,067 shares 6,067$151K<0.01%newTimeline
RDYDR REDDYS LABS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 215 shares; 2025Q1: not loaded; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 10,771 shares 10,771$151K<0.01%+10,556Timeline
QSIGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,297 shares; 2024Q4: 58,465 shares; 2025Q1: not loaded; 2025Q2: 4,322 shares; 2025Q3: 3,882 shares; 2025Q4: 3,086 shares 3,086$151K<0.01%-796Timeline
CRTOCRITEO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 685 shares; 2025Q1: not loaded; 2025Q2: 788 shares; 2025Q3: 807 shares; 2025Q4: 7,331 shares 7,331$151K<0.01%+6,524Timeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: not loaded; 2025Q2: 476 shares; 2025Q3: 491 shares; 2025Q4: 1,583 shares 1,583$151K<0.01%+1,092Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 444 shares; 2025Q1: not loaded; 2025Q2: 498 shares; 2025Q3: 746 shares; 2025Q4: 628 shares 628$151K<0.01%-118Timeline
ESGFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 950 shares; 2025Q4: 950 shares 950$150K<0.01%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 219 shares; 2025Q1: not loaded; 2025Q2: 486 shares; 2025Q3: 812 shares; 2025Q4: 1,441 shares 1,441$150K<0.01%+629Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 1,567 shares; 2025Q1: not loaded; 2025Q2: 1,517 shares; 2025Q3: 1,509 shares; 2025Q4: 2,007 shares 2,007$150K<0.01%+498Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 4,968 shares; 2025Q1: not loaded; 2025Q2: 2,314 shares; 2025Q3: 3,841 shares; 2025Q4: 4,122 shares 4,122$149K<0.01%+281Timeline
BLACKROCK CORE BD TRBLACKROCK CORE BD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,539 shares 15,539$149K<0.01%new
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 8,195 shares; 2025Q1: not loaded; 2025Q2: 5,568 shares; 2025Q3: 5,888 shares; 2025Q4: 5,965 shares 5,965$149K<0.01%+77Timeline
STEWSRH TOTAL RETURN FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 5,650 shares; 2025Q1: not loaded; 2025Q2: 5,743 shares; 2025Q3: 5,787 shares; 2025Q4: 8,005 shares 8,005$148K<0.01%+2,218Timeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 72 shares; 2025Q1: not loaded; 2025Q2: 16 shares; 2025Q3: 23 shares; 2025Q4: 1,876 shares 1,876$148K<0.01%+1,853Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 7,253 shares; 2025Q1: not loaded; 2025Q2: 11,582 shares; 2025Q3: 35,154 shares; 2025Q4: 7,789 shares 7,789$148K<0.01%-27,365Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: 1,901 shares; 2025Q4: 1,839 shares 1,839$148K<0.01%-62Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 473 shares; 2025Q1: not loaded; 2025Q2: 519 shares; 2025Q3: 733 shares; 2025Q4: 1,410 shares 1,410$148K<0.01%+677Timeline
HGERHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,069 shares; 2025Q3: 12,496 shares; 2025Q4: 5,946 shares 5,946$148K<0.01%-6,550Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,650 shares; 2025Q1: not loaded; 2025Q2: 15,055 shares; 2025Q3: 6,041 shares; 2025Q4: 6,656 shares 6,656$147K<0.01%+615Timeline
MGMTUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,322 shares; 2025Q3: 3,322 shares; 2025Q4: 3,322 shares 3,322$147K<0.01%0Timeline
VTELVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares 1,419$147K<0.01%newTimeline
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: not loaded; 2025Q2: 114 shares; 2025Q3: 3,442 shares; 2025Q4: 3,860 shares 3,860$147K<0.01%+418Timeline
RODMLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: not loaded; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,964 shares 3,964$147K<0.01%0Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 787 shares; 2025Q1: not loaded; 2025Q2: 993 shares; 2025Q3: 1,019 shares; 2025Q4: 903 shares 903$146K<0.01%-116Timeline
LGIHLGI HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 52 shares; 2025Q1: not loaded; 2025Q2: 50 shares; 2025Q3: 64 shares; 2025Q4: 3,408 shares 3,408$146K<0.01%+3,344Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,670 shares; 2025Q1: not loaded; 2025Q2: 2,732 shares; 2025Q3: 2,947 shares; 2025Q4: 3,584 shares 3,584$146K<0.01%+637Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: not loaded; 2025Q2: 1,529 shares; 2025Q3: 1,527 shares; 2025Q4: 1,525 shares 1,525$146K<0.01%-2Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 562 shares; 2025Q1: not loaded; 2025Q2: 454 shares; 2025Q3: 246 shares; 2025Q4: 1,319 shares 1,319$145K<0.01%+1,073Timeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 29 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,475 shares 3,475$145K<0.01%newTimeline
EWIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,142 shares; 2025Q1: not loaded; 2025Q2: 2,798 shares; 2025Q3: 2,704 shares; 2025Q4: 2,661 shares 2,661$145K<0.01%-43Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 279 shares; 2025Q1: not loaded; 2025Q2: 423 shares; 2025Q3: 419 shares; 2025Q4: 497 shares 497$144K<0.01%+78Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 212 shares; 2025Q1: not loaded; 2025Q2: 134 shares; 2025Q3: 140 shares; 2025Q4: 428 shares 428$144K<0.01%+288Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,014 shares; 2025Q1: not loaded; 2025Q2: 58,919 shares; 2025Q3: 16,483 shares; 2025Q4: 19,651 shares 19,651$144K<0.01%+3,168Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 9 shares; 2025Q1: not loaded; 2025Q2: 2,113 shares; 2025Q3: 2,100 shares; 2025Q4: 2,066 shares 2,066$143K<0.01%-34Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,195 shares; 2025Q1: not loaded; 2025Q2: 3,848 shares; 2025Q3: 3,694 shares; 2025Q4: 3,012 shares 3,012$143K<0.01%-682Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,096 shares; 2025Q1: not loaded; 2025Q2: 2,073 shares; 2025Q3: 663 shares; 2025Q4: 4,011 shares 4,011$142K<0.01%+3,348Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 733 shares; 2025Q1: not loaded; 2025Q2: 816 shares; 2025Q3: 783 shares; 2025Q4: 1,289 shares 1,289$142K<0.01%+506Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 2,484 shares; 2025Q1: not loaded; 2025Q2: 2,796 shares; 2025Q3: 887 shares; 2025Q4: 10,133 shares 10,133$142K<0.01%+9,246Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: not loaded; 2025Q2: 171 shares; 2025Q3: 1,477 shares; 2025Q4: 1,312 shares 1,312$142K<0.01%-165Timeline
UNGUNITED STS NAT GAS FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not loaded; 2025Q2: 6 shares; 2025Q3: 11,218 shares; 2025Q4: 11,588 shares 11,588$142K<0.01%+370Timeline
BIDDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,285 shares; 2025Q1: not loaded; 2025Q2: 8,213 shares; 2025Q3: 7,562 shares; 2025Q4: 4,928 shares 4,928$142K<0.01%-2,634Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,522 shares; 2024Q4: 38,053 shares; 2025Q1: not loaded; 2025Q2: 30,048 shares; 2025Q3: 5,010 shares; 2025Q4: 3,513 shares 3,513$142K<0.01%-1,497Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 242 shares; 2025Q1: not loaded; 2025Q2: 314 shares; 2025Q3: 204 shares; 2025Q4: 5,447 shares 5,447$141K<0.01%+5,243Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,713 shares; 2025Q1: not loaded; 2025Q2: 1,005 shares; 2025Q3: 753 shares; 2025Q4: 3,025 shares 3,025$141K<0.01%+2,272Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 2,148 shares; 2025Q1: not loaded; 2025Q2: 2,160 shares; 2025Q3: 2,166 shares; 2025Q4: 2,114 shares 2,114$141K<0.01%-52Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 673 shares; 2025Q3: 777 shares; 2025Q4: 4,014 shares 4,014$141K<0.01%+3,237Timeline
AMERICAN EAGLE OUTFITTERS INAMERICAN EAGLE OUTFITTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,315 shares 5,315$140K<0.01%new
SELVSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,332 shares 4,332$140K<0.01%newTimeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 47 shares; 2025Q1: not loaded; 2025Q2: 41 shares; 2025Q3: 18 shares; 2025Q4: 3,458 shares 3,458$139K<0.01%+3,440Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 28 shares; 2025Q1: not loaded; 2025Q2: 94 shares; 2025Q3: 5,492 shares; 2025Q4: 6,810 shares 6,810$139K<0.01%+1,318Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 159 shares; 2025Q1: not loaded; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 1,276 shares 1,276$139K<0.01%+1,183Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 237 shares; 2025Q1: not loaded; 2025Q2: 277 shares; 2025Q3: 302 shares; 2025Q4: 644 shares 644$138K<0.01%+342Timeline
KSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 589 shares; 2025Q3: not reported; 2025Q4: 3,790 shares 3,790$138K<0.01%newTimeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,981 shares; 2025Q1: not loaded; 2025Q2: 1,368 shares; 2025Q3: 1,530 shares; 2025Q4: 2,059 shares 2,059$138K<0.01%+529Timeline
EIPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 5,208 shares; 2025Q1: not loaded; 2025Q2: 5,208 shares; 2025Q3: 5,208 shares; 2025Q4: 5,208 shares 5,208$138K<0.01%0Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 271 shares; 2025Q1: not loaded; 2025Q2: 1,162 shares; 2025Q3: 1,413 shares; 2025Q4: 2,046 shares 2,046$138K<0.01%+633Timeline
EEMSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,290 shares; 2025Q1: not loaded; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,040 shares 2,040$138K<0.01%+10Timeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,854 shares 10,854$137K<0.01%newTimeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: not loaded; 2025Q2: 187 shares; 2025Q3: 179 shares; 2025Q4: 1,972 shares 1,972$137K<0.01%+1,793Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,827 shares; 2025Q1: not loaded; 2025Q2: 1,977 shares; 2025Q3: 1,977 shares; 2025Q4: 4,003 shares 4,003$137K<0.01%+2,026Timeline
GHYPGIM GLOBAL HIGH YIELD FD FOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,075 shares 11,075$137K<0.01%newTimeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,364 shares; 2025Q1: not loaded; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 5,473 shares 5,473$136K<0.01%+3,880Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,072 shares 4,072$136K<0.01%newTimeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,650 shares 2,650$136K<0.01%newTimeline
BBNBLACKROCK TAX MUNICPAL BD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,311 shares; 2025Q3: 8,311 shares; 2025Q4: 8,311 shares 8,311$136K<0.01%0Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 53 shares; 2025Q1: not loaded; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 1,854 shares 1,854$136K<0.01%+1,786Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: not loaded; 2025Q2: 788 shares; 2025Q3: 195 shares; 2025Q4: 3,192 shares 3,192$135K<0.01%+2,997Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 261 shares; 2025Q1: not loaded; 2025Q2: 658 shares; 2025Q3: 644 shares; 2025Q4: 1,650 shares 1,650$135K<0.01%+1,006Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 5,562 shares; 2025Q1: not loaded; 2025Q2: 8,614 shares; 2025Q3: 14,399 shares; 2025Q4: 35,225 shares 35,225$135K<0.01%+20,826Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,051 shares 5,051$135K<0.01%newTimeline
BNDINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,406 shares; 2025Q1: not loaded; 2025Q2: 1,664 shares; 2025Q3: 1,670 shares; 2025Q4: 2,837 shares 2,837$135K<0.01%+1,167Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 157 shares; 2025Q1: not loaded; 2025Q2: 209 shares; 2025Q3: 53 shares; 2025Q4: 336 shares 336$135K<0.01%+283Timeline
CSQCALAMOS STRATEGIC TOTAL RETUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,895 shares; 2025Q1: not loaded; 2025Q2: 6,873 shares; 2025Q3: 6,939 shares; 2025Q4: 7,006 shares 7,006$135K<0.01%+67Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: not loaded; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 643 shares 643$134K<0.01%+166Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,447 shares; 2024Q4: 1,803 shares; 2025Q1: not loaded; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 1,506 shares 1,506$134K<0.01%+1,433Timeline
IYLDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,232 shares 6,232$133K<0.01%newTimeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 14 shares; 2025Q1: not loaded; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 1,088 shares 1,088$133K<0.01%+1,062Timeline
CIONCION INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,857 shares; 2024Q4: 12,998 shares; 2025Q1: not loaded; 2025Q2: 13,410 shares; 2025Q3: 13,600 shares; 2025Q4: 13,791 shares 13,791$133K<0.01%+191Timeline
FAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: not loaded; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,000 shares 3,000$133K<0.01%+500Timeline
NMCONUVEEN MUN CR OPPORTUNITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,023 shares 13,023$133K<0.01%newTimeline
WOODISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,111 shares; 2025Q1: not loaded; 2025Q2: 1,371 shares; 2025Q3: 1,742 shares; 2025Q4: 1,850 shares 1,850$133K<0.01%+108Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,937 shares; 2025Q1: not loaded; 2025Q2: 1,812 shares; 2025Q3: 1,961 shares; 2025Q4: 2,048 shares 2,048$133K<0.01%+87Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: not loaded; 2025Q2: 43 shares; 2025Q3: 45 shares; 2025Q4: 1,251 shares 1,251$133K<0.01%+1,206Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 2,154 shares; 2025Q1: not loaded; 2025Q2: 3,697 shares; 2025Q3: 3,703 shares; 2025Q4: 3,697 shares 3,697$132K<0.01%-6Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 2,402 shares; 2025Q1: not loaded; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares; 2025Q4: 3,348 shares 3,348$132K<0.01%+900Timeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: not loaded; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 100,000 shares 100,000$132K<0.01%+40,000Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 1,117 shares; 2025Q1: not loaded; 2025Q2: 1,196 shares; 2025Q3: 2,752 shares; 2025Q4: 2,682 shares 2,682$132K<0.01%-70Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: not loaded; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 1,529 shares 1,529$132K<0.01%+1,284Timeline
NCZVIRTUS CONVERTIBLE & INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,535 shares 9,535$131K<0.01%newTimeline
JIGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 1,790 shares 1,790$131K<0.01%-56Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: not loaded; 2025Q2: 281 shares; 2025Q3: 282 shares; 2025Q4: 1,137 shares 1,137$131K<0.01%+855Timeline
DXYZDESTINY TECH100 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: not loaded; 2025Q2: 380 shares; 2025Q3: 4,150 shares; 2025Q4: 4,280 shares 4,280$131K<0.01%+130Timeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,029 shares; 2025Q4: 8,879 shares 8,879$131K<0.01%+7,850Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,450 shares; 2025Q1: not loaded; 2025Q2: 1,346 shares; 2025Q3: 3,914 shares; 2025Q4: 2,884 shares 2,884$131K<0.01%-1,030Timeline
RSPDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,672 shares; 2025Q1: not loaded; 2025Q2: 2,674 shares; 2025Q3: 2,289 shares; 2025Q4: 2,289 shares 2,289$131K<0.01%0Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 6,040 shares; 2025Q1: not loaded; 2025Q2: 6,030 shares; 2025Q3: 5,080 shares; 2025Q4: 6,740 shares 6,740$130K<0.01%+1,660Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 1,929 shares; 2025Q1: not loaded; 2025Q2: 1,577 shares; 2025Q3: 2,312 shares; 2025Q4: 3,008 shares 3,008$130K<0.01%+696Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,230 shares; 2025Q1: not loaded; 2025Q2: 2,382 shares; 2025Q3: 2,046 shares; 2025Q4: 2,022 shares 2,022$130K<0.01%-24Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 7,594 shares; 2025Q1: not loaded; 2025Q2: 14,322 shares; 2025Q3: 10,084 shares; 2025Q4: 7,298 shares 7,298$130K<0.01%-2,786Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,446 shares; 2025Q1: not loaded; 2025Q2: 1,656 shares; 2025Q3: 1,869 shares; 2025Q4: 4,640 shares 4,640$130K<0.01%+2,771Timeline
XMCRXMFS CHARTER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,695 shares 20,695$130K<0.01%newTimeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,265 shares; 2025Q1: not loaded; 2025Q2: 1,498 shares; 2025Q3: 657 shares; 2025Q4: 1,432 shares 1,432$130K<0.01%+775Timeline
BDYNBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 10,200 shares; 2025Q4: 5,049 shares 5,049$129K<0.01%-5,151Timeline
GNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: not loaded; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250$129K<0.01%0Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: not loaded; 2025Q2: 2,446 shares; 2025Q3: 1,251 shares; 2025Q4: 1,125 shares 1,125$129K<0.01%-126Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 1,561 shares; 2025Q1: not loaded; 2025Q2: 1,554 shares; 2025Q3: 1,559 shares; 2025Q4: 1,561 shares 1,561$129K<0.01%+2Timeline
EARNELLINGTON CREDIT COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,190 shares; 2025Q1: not loaded; 2025Q2: 33,000 shares; 2025Q3: 22,500 shares; 2025Q4: 24,294 shares 24,294$128K<0.01%+1,794Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 2,725 shares; 2025Q1: not loaded; 2025Q2: 2,762 shares; 2025Q3: 2,762 shares; 2025Q4: 2,752 shares 2,752$128K<0.01%-10Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,920 shares; 2024Q4: 18,703 shares; 2025Q1: not loaded; 2025Q2: 9,282 shares; 2025Q3: 9,357 shares; 2025Q4: 8,329 shares 8,329$128K<0.01%-1,028Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 145 shares; 2025Q1: not loaded; 2025Q2: 153 shares; 2025Q3: 163 shares; 2025Q4: 657 shares 657$128K<0.01%+494Timeline
NCVVIRTUS CONVERTIBLE & INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 8,404 shares 8,404$127K<0.01%+6,626Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 429 shares; 2025Q3: 479 shares; 2025Q4: 795 shares 795$127K<0.01%+316Timeline
ONDSONDAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 15,500 shares; 2025Q1: not loaded; 2025Q2: 15,000 shares; 2025Q3: 10,000 shares; 2025Q4: 13,000 shares 13,000$127K<0.01%+3,000Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 167 shares; 2025Q1: not loaded; 2025Q2: 644 shares; 2025Q3: 635 shares; 2025Q4: 884 shares 884$127K<0.01%+249Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,277 shares; 2025Q1: not loaded; 2025Q2: 1,870 shares; 2025Q3: 1,826 shares; 2025Q4: 1,893 shares 1,893$127K<0.01%+67Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 2,887 shares; 2025Q1: not loaded; 2025Q2: 3,127 shares; 2025Q3: 2,932 shares; 2025Q4: 3,298 shares 3,298$127K<0.01%+366Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 48 shares; 2025Q3: 57 shares; 2025Q4: 1,014 shares 1,014$127K<0.01%+957Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 849 shares; 2025Q1: not loaded; 2025Q2: 700 shares; 2025Q3: 723 shares; 2025Q4: 2,050 shares 2,050$126K<0.01%+1,327Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 343 shares; 2025Q1: not loaded; 2025Q2: 407 shares; 2025Q3: 684 shares; 2025Q4: 1,751 shares 1,751$126K<0.01%+1,067Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 1,424 shares; 2025Q1: not loaded; 2025Q2: 1,661 shares; 2025Q3: 1,619 shares; 2025Q4: 3,414 shares 3,414$126K<0.01%+1,795Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 86 shares; 2025Q1: not loaded; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 3,384 shares 3,384$126K<0.01%+3,300Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 696 shares; 2025Q1: not loaded; 2025Q2: 834 shares; 2025Q3: 816 shares; 2025Q4: 1,760 shares 1,760$126K<0.01%+944Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,289 shares; 2025Q1: not loaded; 2025Q2: 1,407 shares; 2025Q3: 1,621 shares; 2025Q4: 3,470 shares 3,470$125K<0.01%+1,849Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 3,995 shares; 2025Q1: not loaded; 2025Q2: 2,262 shares; 2025Q3: 2,128 shares; 2025Q4: 1,927 shares 1,927$125K<0.01%-201Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 816 shares; 2025Q1: not loaded; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 5,457 shares 5,457$125K<0.01%+5,392Timeline
DIAXNUVEEN DOW 30SM DYNAMIC OVERWRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,202 shares 8,202$125K<0.01%newTimeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,327 shares; 2025Q1: not loaded; 2025Q2: 3,452 shares; 2025Q3: 452 shares; 2025Q4: 8,564 shares 8,564$125K<0.01%+8,112Timeline
TNKTEEKAY TANKERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not loaded; 2025Q2: 786 shares; 2025Q3: 2,064 shares; 2025Q4: 2,326 shares 2,326$124K<0.01%+262Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,634 shares; 2024Q4: 7,808 shares; 2025Q1: not loaded; 2025Q2: 4,722 shares; 2025Q3: 2,622 shares; 2025Q4: 1,574 shares 1,574$124K<0.01%-1,048Timeline
OSCVETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,333 shares; 2025Q1: not loaded; 2025Q2: 3,467 shares; 2025Q3: 3,307 shares; 2025Q4: 3,337 shares 3,337$124K<0.01%+30Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 2,451 shares; 2025Q1: not loaded; 2025Q2: 1,888 shares; 2025Q3: 1,884 shares; 2025Q4: 1,873 shares 1,873$123K<0.01%-11Timeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,085 shares 5,085$123K<0.01%+85Timeline
BCATBLACKROCK CAP ALLOCATION TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 420 shares; 2025Q3: 444 shares; 2025Q4: 8,687 shares 8,687$123K<0.01%+8,243Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: not loaded; 2025Q2: 245 shares; 2025Q3: 206 shares; 2025Q4: 369 shares 369$123K<0.01%+163Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 1,056 shares; 2025Q1: not loaded; 2025Q2: 1,288 shares; 2025Q3: 10,711 shares; 2025Q4: 15,905 shares 15,905$123K<0.01%+5,194Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 2,610 shares; 2025Q1: not loaded; 2025Q2: 2,345 shares; 2025Q3: 2,534 shares; 2025Q4: 2,563 shares 2,563$122K<0.01%+29Timeline
MDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,778 shares; 2024Q4: 7,778 shares; 2025Q1: not loaded; 2025Q2: 7,778 shares; 2025Q3: 7,778 shares; 2025Q4: 7,778 shares 7,778$122K<0.01%0Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 5,027 shares; 2025Q1: not loaded; 2025Q2: 4,226 shares; 2025Q3: 5,854 shares; 2025Q4: 2,567 shares 2,567$122K<0.01%-3,287Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,175 shares; 2024Q4: 6,095 shares; 2025Q1: not loaded; 2025Q2: 3,340 shares; 2025Q3: 13,640 shares; 2025Q4: 20,940 shares 20,940$122K<0.01%+7,300Timeline
XTWOBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,911 shares; 2025Q1: not loaded; 2025Q2: 1,971 shares; 2025Q3: 1,934 shares; 2025Q4: 2,466 shares 2,466$122K<0.01%+532Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 318 shares; 2025Q1: not loaded; 2025Q2: 331 shares; 2025Q3: 334 shares; 2025Q4: 1,656 shares 1,656$122K<0.01%+1,322Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,318 shares; 2025Q1: not loaded; 2025Q2: 2,258 shares; 2025Q3: 2,200 shares; 2025Q4: 1,746 shares 1,746$122K<0.01%-454Timeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,119 shares; 2025Q1: not loaded; 2025Q2: 3,251 shares; 2025Q3: 3,119 shares; 2025Q4: 3,119 shares 3,119$122K<0.01%0Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 783 shares; 2025Q1: not loaded; 2025Q2: 2,954 shares; 2025Q3: 3,168 shares; 2025Q4: 3,186 shares 3,186$122K<0.01%+18Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 142 shares; 2025Q1: not loaded; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,439 shares 1,439$121K<0.01%-14Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 28 shares; 2025Q1: not loaded; 2025Q2: 36 shares; 2025Q3: 27 shares; 2025Q4: 1,304 shares 1,304$121K<0.01%+1,277Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 39 shares; 2025Q1: not loaded; 2025Q2: 39 shares; 2025Q3: 49 shares; 2025Q4: 564 shares 564$121K<0.01%+515Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 953 shares; 2025Q1: not loaded; 2025Q2: 956 shares; 2025Q3: 957 shares; 2025Q4: 958 shares 958$121K<0.01%+1Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 11 shares; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: 20 shares; 2025Q4: 630 shares 630$121K<0.01%+610Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,769 shares; 2025Q1: not loaded; 2025Q2: 1,679 shares; 2025Q3: 1,488 shares; 2025Q4: 1,140 shares 1,140$120K<0.01%-348Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 54 shares; 2025Q1: not loaded; 2025Q2: 74 shares; 2025Q3: 175 shares; 2025Q4: 881 shares 881$120K<0.01%+706Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: not loaded; 2025Q2: 113 shares; 2025Q3: 124 shares; 2025Q4: 5,371 shares 5,371$120K<0.01%+5,247Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 3,621 shares 3,621$119K<0.01%+1,147Timeline
AMCAMC ENTMT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 52,263 shares; 2025Q1: not loaded; 2025Q2: 61,441 shares; 2025Q3: 61,441 shares; 2025Q4: 76,419 shares 76,419$119K<0.01%+14,978Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: not loaded; 2025Q2: 140 shares; 2025Q3: 41 shares; 2025Q4: 1,308 shares 1,308$119K<0.01%+1,267Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,964 shares; 2024Q4: 12,964 shares; 2025Q1: not loaded; 2025Q2: 12,964 shares; 2025Q3: 12,964 shares; 2025Q4: 12,964 shares 12,964$119K<0.01%0Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,215 shares; 2025Q1: not loaded; 2025Q2: 2,054 shares; 2025Q3: 2,078 shares; 2025Q4: 2,795 shares 2,795$119K<0.01%+717Timeline
XCCCBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,932 shares; 2025Q1: not loaded; 2025Q2: 2,364 shares; 2025Q3: 2,344 shares; 2025Q4: 3,126 shares 3,126$119K<0.01%+782Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 46 shares; 2025Q1: not loaded; 2025Q2: 26 shares; 2025Q3: 37 shares; 2025Q4: 1,249 shares 1,249$119K<0.01%+1,212Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 33,875 shares; 2025Q3: 13,888 shares; 2025Q4: 4,845 shares 4,845$119K<0.01%-9,043Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 23 shares; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: 343 shares; 2025Q4: 603 shares 603$119K<0.01%+260Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 102 shares; 2025Q1: not loaded; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 1,073 shares 1,073$118K<0.01%+960Timeline
JRINUVEEN REAL ASSET INCOME & GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,685 shares 8,685$118K<0.01%newTimeline
POWAINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,313 shares 1,313$118K<0.01%+3Timeline
HQLABRDN LIFE SCIENCES INVESTORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: not loaded; 2025Q2: 2,375 shares; 2025Q3: 2,446 shares; 2025Q4: 7,039 shares 7,039$118K<0.01%+4,593Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 857 shares; 2025Q1: not loaded; 2025Q2: 882 shares; 2025Q3: 831 shares; 2025Q4: 2,005 shares 2,005$118K<0.01%+1,174Timeline
BABINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 590 shares; 2025Q1: not loaded; 2025Q2: 4,334 shares; 2025Q3: 4,334 shares; 2025Q4: 4,334 shares 4,334$118K<0.01%0Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 638 shares; 2025Q1: not loaded; 2025Q2: 2,343 shares; 2025Q3: 1,278 shares; 2025Q4: 1,304 shares 1,304$118K<0.01%+26Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,097 shares; 2025Q1: not loaded; 2025Q2: 1,226 shares; 2025Q3: 1,089 shares; 2025Q4: 1,879 shares 1,879$117K<0.01%+790Timeline
BVNCOMPANIA DE MINAS BUENAVENTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 414 shares; 2025Q3: 117 shares; 2025Q4: 4,216 shares 4,216$117K<0.01%+4,099Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,252 shares; 2025Q1: not loaded; 2025Q2: 1,152 shares; 2025Q3: 1,214 shares; 2025Q4: 2,327 shares 2,327$117K<0.01%+1,113Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 165 shares; 2025Q1: not loaded; 2025Q2: 165 shares; 2025Q3: 186 shares; 2025Q4: 1,769 shares 1,769$117K<0.01%+1,583Timeline
ALRMALARM COM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,289 shares 2,289$117K<0.01%newTimeline
XSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,750 shares; 2025Q1: not loaded; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750$117K<0.01%0Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 114 shares; 2025Q1: not loaded; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 2,524 shares 2,524$116K<0.01%+2,405Timeline
BBBSBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 829 shares; 2025Q3: 1,316 shares; 2025Q4: 2,251 shares 2,251$116K<0.01%+935Timeline
PLMRPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 225 shares; 2025Q3: 265 shares; 2025Q4: 859 shares 859$116K<0.01%+594Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 53 shares; 2025Q1: not loaded; 2025Q2: 2,279 shares; 2025Q3: 2,281 shares; 2025Q4: 2,298 shares 2,298$116K<0.01%+17Timeline
AMRXAMNEAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,145 shares 9,145$115K<0.01%newTimeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,428 shares; 2025Q1: not loaded; 2025Q2: 1,548 shares; 2025Q3: 1,524 shares; 2025Q4: 1,971 shares 1,971$115K<0.01%+447Timeline
WIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 2,884 shares; 2025Q1: not loaded; 2025Q2: 2,897 shares; 2025Q3: 2,907 shares; 2025Q4: 2,917 shares 2,917$115K<0.01%+10Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,124 shares; 2025Q1: not loaded; 2025Q2: 4,517 shares; 2025Q3: 3,141 shares; 2025Q4: 2,572 shares 2,572$115K<0.01%-569Timeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 6,656 shares 6,656$115K<0.01%+6,621Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,711 shares; 2024Q4: 3,893 shares; 2025Q1: not loaded; 2025Q2: 13,091 shares; 2025Q3: 4,484 shares; 2025Q4: 4,730 shares 4,730$115K<0.01%+246Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 411 shares; 2025Q1: not loaded; 2025Q2: 451 shares; 2025Q3: 480 shares; 2025Q4: 528 shares 528$115K<0.01%+48Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 330 shares; 2025Q1: not loaded; 2025Q2: 333 shares; 2025Q3: 234 shares; 2025Q4: 924 shares 924$114K<0.01%+690Timeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,523 shares 12,523$114K<0.01%newTimeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 3,453 shares; 2025Q1: not loaded; 2025Q2: 2,640 shares; 2025Q3: 2,663 shares; 2025Q4: 1,882 shares 1,882$114K<0.01%-781Timeline
FYCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 571 shares; 2025Q1: not loaded; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 1,187 shares 1,187$114K<0.01%+706Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,124 shares; 2025Q3: 2,578 shares; 2025Q4: 1,464 shares 1,464$114K<0.01%-1,114Timeline
RISNNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,927 shares; 2025Q3: 3,927 shares; 2025Q4: 3,927 shares 3,927$114K<0.01%0Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,570 shares; 2025Q1: not loaded; 2025Q2: 2,163 shares; 2025Q3: 1,996 shares; 2025Q4: 1,894 shares 1,894$114K<0.01%-102Timeline
PXIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,013 shares; 2025Q1: not loaded; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares; 2025Q4: 2,513 shares 2,513$114K<0.01%0Timeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 550 shares; 2025Q3: 566 shares; 2025Q4: 1,596 shares 1,596$114K<0.01%+1,030Timeline
XEADXALLSPRING INCOME OPPORTUNITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,736 shares 16,736$113K<0.01%newTimeline
CGNTCOGNYTE SOFTWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,036 shares 12,036$113K<0.01%newTimeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,166 shares; 2025Q1: not loaded; 2025Q2: 3,044 shares; 2025Q3: 2,288 shares; 2025Q4: 8,509 shares 8,509$113K<0.01%+6,221Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 71 shares; 2025Q1: not loaded; 2025Q2: 53 shares; 2025Q3: 52 shares; 2025Q4: 388 shares 388$112K<0.01%+336Timeline
PKBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 849 shares; 2025Q1: not loaded; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 1,203 shares 1,203$111K<0.01%+283Timeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 2,796 shares; 2025Q1: not loaded; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 4,762 shares 4,762$111K<0.01%+1,966Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 647 shares; 2025Q1: not loaded; 2025Q2: 238 shares; 2025Q3: 249 shares; 2025Q4: 391 shares 391$111K<0.01%+142Timeline
CDPCOPT DEFENSE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,314 shares; 2025Q1: not loaded; 2025Q2: 1,569 shares; 2025Q3: 1,418 shares; 2025Q4: 3,992 shares 3,992$111K<0.01%+2,574Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,814 shares; 2024Q4: 12,836 shares; 2025Q1: not loaded; 2025Q2: 13,169 shares; 2025Q3: 8,130 shares; 2025Q4: 5,842 shares 5,842$111K<0.01%-2,288Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 140 shares; 2025Q1: not loaded; 2025Q2: 47 shares; 2025Q3: 570 shares; 2025Q4: 818 shares 818$111K<0.01%+248Timeline
ARGAN INCARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares 353$111K<0.01%new
ROUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,528 shares; 2024Q4: 194,488 shares; 2025Q1: not loaded; 2025Q2: 2,295 shares; 2025Q3: 2,140 shares; 2025Q4: 1,915 shares 1,915$110K<0.01%-225Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,400 shares 2,400$110K<0.01%+900Timeline
THSTREEHOUSE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,657 shares 4,657$110K<0.01%newTimeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: not loaded; 2025Q2: 1,362 shares; 2025Q3: 1,368 shares; 2025Q4: 1,294 shares 1,294$110K<0.01%-74Timeline
LNNLINDSAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 925 shares; 2025Q1: not loaded; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925$109K<0.01%0Timeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,688 shares; 2025Q4: 4,261 shares 4,261$109K<0.01%+1,573Timeline
ECCEAGLE POINT CR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 305 shares; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 200 shares; 2025Q4: 18,912 shares 18,912$109K<0.01%+18,712Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 1,390 shares 1,390$109K<0.01%+1,368Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500$109K<0.01%newTimeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 823 shares; 2025Q1: not loaded; 2025Q2: 797 shares; 2025Q3: 586 shares; 2025Q4: 3,292 shares 3,292$108K<0.01%+2,706Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,850 shares; 2025Q1: not loaded; 2025Q2: 2,108 shares; 2025Q3: 1,721 shares; 2025Q4: 5,273 shares 5,273$108K<0.01%+3,552Timeline
EOLSEVOLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,650 shares; 2025Q3: 15,200 shares; 2025Q4: 16,200 shares 16,200$108K<0.01%+1,000Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 64 shares; 2025Q1: not loaded; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 2,362 shares 2,362$108K<0.01%+2,198Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 3,277 shares 3,277$107K<0.01%+3,275Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 2,053 shares; 2025Q1: not loaded; 2025Q2: 2,932 shares; 2025Q3: 3,517 shares; 2025Q4: 2,232 shares 2,232$107K<0.01%-1,285Timeline
DRSKETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 4,005 shares; 2025Q1: not loaded; 2025Q2: 3,905 shares; 2025Q3: 3,742 shares; 2025Q4: 3,768 shares 3,768$107K<0.01%+26Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 5,476 shares; 2025Q1: not loaded; 2025Q2: 7,614 shares; 2025Q3: 7,633 shares; 2025Q4: 6,480 shares 6,480$107K<0.01%-1,153Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 2,089 shares; 2025Q1: not loaded; 2025Q2: 3,398 shares; 2025Q3: 2,576 shares; 2025Q4: 1,852 shares 1,852$107K<0.01%-724Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 14,514 shares; 2025Q1: not loaded; 2025Q2: 1,701 shares; 2025Q3: 1,848 shares; 2025Q4: 2,809 shares 2,809$107K<0.01%+961Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 250 shares; 2025Q1: not loaded; 2025Q2: 357 shares; 2025Q3: 347 shares; 2025Q4: 1,012 shares 1,012$107K<0.01%+665Timeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 578 shares; 2025Q1: not loaded; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 6,231 shares 6,231$107K<0.01%+5,568Timeline
NRXPNRX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,300 shares 39,300$107K<0.01%newTimeline
GRCGORMAN RUPP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,230 shares; 2025Q1: not loaded; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares 2,230$106K<0.01%0Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 4,068 shares; 2025Q1: not loaded; 2025Q2: 3,939 shares; 2025Q3: 3,940 shares; 2025Q4: 2,128 shares 2,128$106K<0.01%-1,812Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,610 shares 5,610$106K<0.01%newTimeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,043 shares; 2025Q1: not loaded; 2025Q2: 1,601 shares; 2025Q3: 1,442 shares; 2025Q4: 1,672 shares 1,672$106K<0.01%+230Timeline
CQPCHENIERE ENERGY PARTNERS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 1,981 shares 1,981$106K<0.01%+1,154Timeline
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 1,505 shares; 2025Q1: not loaded; 2025Q2: 433 shares; 2025Q3: 2,925 shares; 2025Q4: 5,975 shares 5,975$106K<0.01%+3,050Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 47 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,825 shares 6,825$106K<0.01%newTimeline
NHCNATIONAL HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 770 shares; 2025Q1: not loaded; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares 770$106K<0.01%0Timeline
DIALCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,629 shares; 2025Q1: not loaded; 2025Q2: 5,748 shares; 2025Q3: 5,748 shares; 2025Q4: 5,748 shares 5,748$106K<0.01%0Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 47 shares; 2025Q1: not loaded; 2025Q2: 25 shares; 2025Q3: 210 shares; 2025Q4: 11,436 shares 11,436$105K<0.01%+11,226Timeline
QDVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 3,627 shares 3,627$105K<0.01%+2,627Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,316 shares; 2025Q1: not loaded; 2025Q2: 3,006 shares; 2025Q3: 3,020 shares; 2025Q4: 3,032 shares 3,032$105K<0.01%+12Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 505 shares; 2025Q1: not loaded; 2025Q2: 587 shares; 2025Q3: 599 shares; 2025Q4: 1,131 shares 1,131$105K<0.01%+532Timeline
JAJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: 5,815 shares; 2025Q4: 3,602 shares 3,602$105K<0.01%-2,213Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 5,030 shares; 2025Q1: not loaded; 2025Q2: 14,155 shares; 2025Q3: 6,000 shares; 2025Q4: 9,130 shares 9,130$105K<0.01%+3,130Timeline
ROGROGERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 1,135 shares 1,135$104K<0.01%+1,118Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 4,619 shares; 2025Q1: not loaded; 2025Q2: 4,187 shares; 2025Q3: 4,188 shares; 2025Q4: 6,113 shares 6,113$104K<0.01%+1,925Timeline
WSFSWSFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 741 shares; 2025Q1: not loaded; 2025Q2: 714 shares; 2025Q3: 703 shares; 2025Q4: 1,869 shares 1,869$103K<0.01%+1,166Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 227 shares; 2025Q1: not loaded; 2025Q2: 456 shares; 2025Q3: 506 shares; 2025Q4: 1,994 shares 1,994$103K<0.01%+1,488Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 1,288 shares 1,288$103K<0.01%+915Timeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 450 shares; 2025Q1: not loaded; 2025Q2: 959 shares; 2025Q3: 816 shares; 2025Q4: 2,633 shares 2,633$103K<0.01%+1,817Timeline
INVXINNOVEX INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,694 shares 4,694$103K<0.01%newTimeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: not loaded; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 3,583 shares 3,583$102K<0.01%+3,562Timeline
PRFDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,015 shares; 2025Q3: 1,969 shares; 2025Q4: 1,988 shares 1,988$102K<0.01%+19Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: not loaded; 2025Q2: 597 shares; 2025Q3: 629 shares; 2025Q4: 9,074 shares 9,074$102K<0.01%+8,445Timeline
FDDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: not loaded; 2025Q2: 5,843 shares; 2025Q3: 5,843 shares; 2025Q4: 5,843 shares 5,843$102K<0.01%0Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 768 shares; 2025Q1: not loaded; 2025Q2: 764 shares; 2025Q3: 676 shares; 2025Q4: 1,285 shares 1,285$102K<0.01%+609Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: not loaded; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 1,227 shares 1,227$102K<0.01%+1,218Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: not loaded; 2025Q2: 61 shares; 2025Q3: 29 shares; 2025Q4: 334 shares 334$101K<0.01%+305Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,570 shares; 2024Q4: 406 shares; 2025Q1: not loaded; 2025Q2: 1,860 shares; 2025Q3: 1,733 shares; 2025Q4: 2,218 shares 2,218$101K<0.01%+485Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 199 shares; 2025Q1: not loaded; 2025Q2: 138 shares; 2025Q3: 4,247 shares; 2025Q4: 5,261 shares 5,261$101K<0.01%+1,014Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 1,880 shares; 2025Q1: not loaded; 2025Q2: 747 shares; 2025Q3: 885 shares; 2025Q4: 922 shares 922$101K<0.01%+37Timeline
HIOWESTERN ASSET HIGH INCOME OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,152 shares 27,152$101K<0.01%newTimeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 1,535 shares; 2025Q1: not loaded; 2025Q2: 1,825 shares; 2025Q3: 1,826 shares; 2025Q4: 1,546 shares 1,546$101K<0.01%-280Timeline
JMHIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000$100K<0.01%newTimeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 2,040 shares; 2025Q1: not loaded; 2025Q2: 1,924 shares; 2025Q3: 1,936 shares; 2025Q4: 4,675 shares 4,675$100K<0.01%+2,739Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 1 shares; 2025Q1: not loaded; 2025Q2: 2 shares; 2025Q3: 373 shares; 2025Q4: 845 shares 845$100K<0.01%+472Timeline
FCTFIRST TR SR FLTG RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,341 shares; 2025Q1: not loaded; 2025Q2: 3,466 shares; 2025Q3: 3,531 shares; 2025Q4: 9,955 shares 9,955$100K<0.01%+6,424Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,128 shares 2,128$100K<0.01%newTimeline
OUSTOUSTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,071 shares; 2025Q1: not loaded; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 4,622 shares 4,622$100K<0.01%+2,695Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,346 shares; 2025Q1: not loaded; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 2,779 shares 2,779$100K<0.01%+2,432Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,574 shares; 2025Q1: not loaded; 2025Q2: 2,574 shares; 2025Q3: 2,588 shares; 2025Q4: 2,810 shares 2,810$100K<0.01%+222Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: not loaded; 2025Q2: 986 shares; 2025Q3: 959 shares; 2025Q4: 1,669 shares 1,669$99.7K<0.01%+710Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,412 shares; 2025Q1: not loaded; 2025Q2: 258 shares; 2025Q3: 134 shares; 2025Q4: 547 shares 547$99.7K<0.01%+413Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 341 shares; 2025Q1: not loaded; 2025Q2: 133 shares; 2025Q3: 134 shares; 2025Q4: 2,073 shares 2,073$99.6K<0.01%+1,939Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,265 shares; 2025Q1: not loaded; 2025Q2: 1,496 shares; 2025Q3: 1,280 shares; 2025Q4: 3,584 shares 3,584$99.6K<0.01%+2,304Timeline
OCFCOCEANFIRST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 5,548 shares; 2025Q1: not loaded; 2025Q2: 5,548 shares; 2025Q3: 5,548 shares; 2025Q4: 5,548 shares 5,548$99.6K<0.01%0Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 897 shares; 2025Q1: not loaded; 2025Q2: 905 shares; 2025Q3: 910 shares; 2025Q4: 916 shares 916$99.5K<0.01%+6Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 47 shares; 2025Q1: not loaded; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 1,378 shares 1,378$99.4K<0.01%+1,331Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,046 shares 2,046$99.4K<0.01%newTimeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,408 shares; 2025Q1: not loaded; 2025Q2: 1,408 shares; 2025Q3: 1,445 shares; 2025Q4: 1,258 shares 1,258$99.2K<0.01%-187Timeline
PAPIMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,847 shares 3,847$99.2K<0.01%newTimeline
AVNMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,348 shares 1,348$99.1K<0.01%newTimeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 10 shares; 2025Q1: not loaded; 2025Q2: 242 shares; 2025Q3: 268 shares; 2025Q4: 835 shares 835$98.9K<0.01%+567Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 770 shares; 2025Q1: not loaded; 2025Q2: 1,121 shares; 2025Q3: 1,125 shares; 2025Q4: 1,042 shares 1,042$98.8K<0.01%-83Timeline
DGREWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 369 shares; 2025Q1: not loaded; 2025Q2: 3,519 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares 3,150$98.6K<0.01%0Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,522 shares; 2025Q1: not loaded; 2025Q2: 1,308 shares; 2025Q3: 1,896 shares; 2025Q4: 872 shares 872$98.6K<0.01%-1,024Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 2,012 shares; 2025Q1: not loaded; 2025Q2: 8,334 shares; 2025Q3: 6,217 shares; 2025Q4: 1,610 shares 1,610$98.6K<0.01%-4,607Timeline
FSGSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,613 shares; 2025Q1: not loaded; 2025Q2: 3,613 shares; 2025Q3: 3,238 shares; 2025Q4: 3,238 shares 3,238$98.5K<0.01%0Timeline
YLDPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 6,979 shares; 2025Q1: not loaded; 2025Q2: 4,761 shares; 2025Q3: 4,821 shares; 2025Q4: 5,169 shares 5,169$98.2K<0.01%+348Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,232 shares; 2025Q1: not loaded; 2025Q2: 1,267 shares; 2025Q3: 1,256 shares; 2025Q4: 1,214 shares 1,214$98.1K<0.01%-42Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,240 shares; 2024Q4: 4,591 shares; 2025Q1: not loaded; 2025Q2: 1,017 shares; 2025Q3: 1,028 shares; 2025Q4: 1,026 shares 1,026$98K<0.01%-2Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,818 shares; 2025Q1: not loaded; 2025Q2: 6,011 shares; 2025Q3: 6,738 shares; 2025Q4: 6,818 shares 6,818$97.8K<0.01%+80Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 1,947 shares; 2025Q1: not loaded; 2025Q2: 1,324 shares; 2025Q3: 1,326 shares; 2025Q4: 1,348 shares 1,348$97.7K<0.01%+22Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 42 shares; 2025Q1: not loaded; 2025Q2: 57 shares; 2025Q3: 60 shares; 2025Q4: 2,978 shares 2,978$97.7K<0.01%+2,918Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,350 shares; 2025Q1: not loaded; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,352 shares 1,352$97K<0.01%+2Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: not loaded; 2025Q2: 1,987 shares; 2025Q3: 1,987 shares; 2025Q4: 1,987 shares 1,987$96.8K<0.01%0Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: 225 shares; 2025Q3: 38 shares; 2025Q4: 768 shares 768$96.7K<0.01%+730Timeline
GCPUGRAYSCALE FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,962 shares; 2025Q3: 2,396 shares; 2025Q4: 3,208 shares 3,208$96.3K<0.01%+812Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,299 shares; 2025Q1: not loaded; 2025Q2: 6,444 shares; 2025Q3: 3,981 shares; 2025Q4: 3,429 shares 3,429$96.3K<0.01%-552Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 680 shares; 2025Q1: not loaded; 2025Q2: 644 shares; 2025Q3: 659 shares; 2025Q4: 1,333 shares 1,333$96.2K<0.01%+674Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,136 shares; 2024Q4: 9,268 shares; 2025Q1: not loaded; 2025Q2: 2,717 shares; 2025Q3: 1,406 shares; 2025Q4: 1,505 shares 1,505$96.1K<0.01%+99Timeline
QQQXNUVEEN NASDAQ 100 DYNAMIC OVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,290 shares; 2025Q1: not loaded; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 3,366 shares 3,366$96K<0.01%+1,076Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 534 shares; 2025Q1: not loaded; 2025Q2: 836 shares; 2025Q3: 837 shares; 2025Q4: 793 shares 793$95.9K<0.01%-44Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 43,160 shares; 2025Q4: 17,647 shares 17,647$95.3K<0.01%-25,513Timeline
SEEMSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,059 shares 3,059$95.2K<0.01%newTimeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,769 shares; 2025Q1: not loaded; 2025Q2: 1,377 shares; 2025Q3: 1,179 shares; 2025Q4: 1,723 shares 1,723$95.2K<0.01%+544Timeline
GRPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 596 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 791 shares; 2025Q4: 791 shares 791$95K<0.01%0Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,479 shares; 2025Q1: not loaded; 2025Q2: 2,713 shares; 2025Q3: 2,424 shares; 2025Q4: 3,657 shares 3,657$94.8K<0.01%+1,233Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 874 shares; 2025Q1: not loaded; 2025Q2: 1,282 shares; 2025Q3: 1,251 shares; 2025Q4: 2,117 shares 2,117$94.6K<0.01%+866Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,668 shares; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$94.1K<0.01%0Timeline
JSMDJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,003 shares; 2025Q3: 900 shares; 2025Q4: 1,150 shares 1,150$93.8K<0.01%+250Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 905 shares; 2025Q1: not loaded; 2025Q2: 1,698 shares; 2025Q3: 2,263 shares; 2025Q4: 5,216 shares 5,216$92.8K<0.01%+2,953Timeline
DGRSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: not loaded; 2025Q2: 3,040 shares; 2025Q3: 3,049 shares; 2025Q4: 1,870 shares 1,870$92.8K<0.01%-1,179Timeline
GUSEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,291 shares 2,291$92.7K<0.01%newTimeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: not loaded; 2025Q2: 1,552 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares 1,392$92.6K<0.01%0Timeline
NPCTNUVEEN CORE PLUS IMPACT FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,086 shares 9,086$92.5K<0.01%newTimeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares 743$92.4K<0.01%newTimeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: not loaded; 2025Q2: 309 shares; 2025Q3: 94 shares; 2025Q4: 2,017 shares 2,017$91.9K<0.01%+1,923Timeline
AMIDEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 2,166 shares; 2025Q1: not loaded; 2025Q2: 2,586 shares; 2025Q3: 2,687 shares; 2025Q4: 2,739 shares 2,739$91.8K<0.01%+52Timeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: not loaded; 2025Q2: 2,275 shares; 2025Q3: 1,734 shares; 2025Q4: 1,734 shares 1,734$91.8K<0.01%0Timeline
RYTMRHYTHM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 857 shares 857$91.7K<0.01%+457Timeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: not loaded; 2025Q2: 59 shares; 2025Q3: 19 shares; 2025Q4: 601 shares 601$91.7K<0.01%+582Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 5,597 shares 5,597$91.6K<0.01%+3,396Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 224 shares; 2025Q1: not loaded; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 2,874 shares 2,874$91.6K<0.01%+2,824Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 446 shares; 2025Q1: not loaded; 2025Q2: 226 shares; 2025Q3: 232 shares; 2025Q4: 332 shares 332$91.4K<0.01%+100Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,100 shares; 2025Q1: not loaded; 2025Q2: 7,559 shares; 2025Q3: 16,232 shares; 2025Q4: 3,491 shares 3,491$91.3K<0.01%-12,741Timeline
PROTAGONIST THERAPEUTICS INCPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,044 shares 1,044$91.2K<0.01%new
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 888 shares; 2025Q1: not loaded; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 899 shares 899$90.8K<0.01%+11Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 203 shares; 2025Q3: 3 shares; 2025Q4: 2,298 shares 2,298$90.7K<0.01%+2,295Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 169 shares; 2025Q1: not loaded; 2025Q2: 199 shares; 2025Q3: 142 shares; 2025Q4: 300 shares 300$90.3K<0.01%+158Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,811 shares 2,811$90.1K<0.01%new
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 1,633 shares; 2025Q1: not loaded; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,710 shares 1,710$89.6K<0.01%+77Timeline
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: not loaded; 2025Q2: 293 shares; 2025Q3: 206 shares; 2025Q4: 994 shares 994$89.4K<0.01%+788Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 3,279 shares; 2025Q1: not loaded; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,783 shares 3,783$89.3K<0.01%+504Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 9,668 shares; 2025Q1: not loaded; 2025Q2: 225 shares; 2025Q3: 2,903 shares; 2025Q4: 866 shares 866$89.2K<0.01%-2,037Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 800 shares; 2025Q1: not loaded; 2025Q2: 444 shares; 2025Q3: 242 shares; 2025Q4: 2,323 shares 2,323$89.1K<0.01%+2,081Timeline
FTFFRANKLIN LTD DURATION INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,440 shares 14,440$88.8K<0.01%newTimeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 979 shares; 2025Q1: not loaded; 2025Q2: 1,509 shares; 2025Q3: 2,206 shares; 2025Q4: 2,663 shares 2,663$88.7K<0.01%+457Timeline
PCYOPURE CYCLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,601 shares; 2024Q4: 8,052 shares; 2025Q1: not loaded; 2025Q2: 8,052 shares; 2025Q3: 8,052 shares; 2025Q4: 8,052 shares 8,052$88.5K<0.01%0Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 36 shares; 2025Q1: not loaded; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 292 shares 292$88.5K<0.01%+260Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 488 shares; 2025Q1: not loaded; 2025Q2: 617 shares; 2025Q3: 614 shares; 2025Q4: 676 shares 676$88.5K<0.01%+62Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 61 shares; 2025Q1: not loaded; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 1,132 shares 1,132$88.4K<0.01%+1,059Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 386 shares; 2025Q1: not loaded; 2025Q2: 383 shares; 2025Q3: 425 shares; 2025Q4: 620 shares 620$88.3K<0.01%+195Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,017 shares; 2024Q4: 33,783 shares; 2025Q1: not loaded; 2025Q2: 8,237 shares; 2025Q3: 6,412 shares; 2025Q4: 4,500 shares 4,500$88.1K<0.01%-1,912Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 646 shares; 2025Q1: not loaded; 2025Q2: 902 shares; 2025Q3: 747 shares; 2025Q4: 1,842 shares 1,842$87.9K<0.01%+1,095Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,275 shares; 2025Q1: not loaded; 2025Q2: 1,281 shares; 2025Q3: 792 shares; 2025Q4: 2,699 shares 2,699$87.9K<0.01%+1,907Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 114 shares; 2025Q1: not loaded; 2025Q2: 102 shares; 2025Q3: 162 shares; 2025Q4: 499 shares 499$87.8K<0.01%+337Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 144 shares; 2025Q1: not loaded; 2025Q2: 410 shares; 2025Q3: 290 shares; 2025Q4: 1,368 shares 1,368$87.5K<0.01%+1,078Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,379 shares; 2025Q1: not loaded; 2025Q2: 9,888 shares; 2025Q3: 8,194 shares; 2025Q4: 8,308 shares 8,308$87.1K<0.01%+114Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: not loaded; 2025Q2: 337 shares; 2025Q3: 340 shares; 2025Q4: 292 shares 292$87.1K<0.01%-48Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 66 shares; 2025Q1: not loaded; 2025Q2: 344 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290$87K<0.01%0Timeline
QCRHQCR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: not loaded; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares 1,040$86.6K<0.01%0Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 249 shares; 2025Q1: not loaded; 2025Q2: 770 shares; 2025Q3: 1,154 shares; 2025Q4: 2,946 shares 2,946$86.4K<0.01%+1,792Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 77 shares; 2025Q3: 74 shares; 2025Q4: 2,971 shares 2,971$86.3K<0.01%+2,897Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 1,072 shares; 2025Q1: not loaded; 2025Q2: 1,323 shares; 2025Q3: 1,371 shares; 2025Q4: 1,332 shares 1,332$86.3K<0.01%-39Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 1,310 shares; 2025Q1: not loaded; 2025Q2: 3,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,921 shares 4,921$86K<0.01%+676Timeline
SMBSSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,347 shares 3,347$85.9K<0.01%newTimeline

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
NKENIKE INC COMcall3,000$11.1Knew
MJAMPLIFY ETF TR ALTRNTV HARV ETFcall2,000$10.5Knew
CCLCARNIVAL CORP Stockcall500$5.4K0
ZIMZIM INTEGRATED SHIPPING SERV SHScall500$1.73K-500
UBERUBER TECHNOLOGIES INC COMcall500$1.47Knew
COMPCOMPASS INC CL Acall500$975new
PLPLANET LABS PBC COM CL Acall1,000$800new
BOILPROSHARES TR II ETFcall3,000$788new
FUNSIX FLAGS ENTERTAINMENT CORP Stockcall300$705new
UECURANIUM ENERGY CORP Stockcall100$690-100
BBAIBIGBEAR AI HLDGS INC Stockcall1,000$5100
QCOMQUALCOMM INC COMcall300$261new
WENWENDYS CO Stockcall2,500$100new
NVDANVIDIA CORPORATION COMput500$550
LACLITHIUM AMERS CORP NEW Stockcall200$20
MANHMANHATTAN ASSOCIATES INC Stockcall1,000$2new
PEVERPURE INC Stockcall1,500$0new
RHRH COMcall500$00

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 272. All 272

SecurityShares beforeValue beforeType
QQQINVESCO QQQ TR152,941$91.8Mshares
ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERM509,073$12.8Mshares
CORCENCORA INC23,259$7.27Mshares
RTXRTX CORPORATION29,252$4.89Mshares
PWRQUANTA SVCS INC11,529$4.78Mshares
GLDMWORLD GOLD TR47,412$3.62Mshares
IBDUISHARES TR146,023$3.43Mshares
FPEFIRST TR EXCH TRADED FD III150,771$2.75Mshares
FTCSFIRST TR EXCHANGE-TRADED FD29,143$2.73Mshares
ISHARES TRISHARES TR101,035$2.36Mshares
FDNFIRST TR EXCHANGE-TRADED FD7,067$1.98Mshares
TGTTARGET CORP11,254$1.01Mshares
UNILEVER PLCUNILEVER PLC9,873$585Kshares
VERIVERITONE INC117,209$565Kshares
DIVGLOBAL X FDS29,450$521Kshares
TRVTRAVELERS COMPANIES INC1,762$492Kshares
Sandstorm Gold LtdSandstorm Gold Ltd35,029$439Kshares
IDMOINVESCO EXCH TRADED FD TR II6,674$360Kshares
AMBQAMBIQ MICRO INC11,996$359Kshares
FTNTFORTINET INC4,187$352Kshares
FBTFIRST TR EXCHANGE-TRADED FD1,918$344Kshares
PSCIINVESCO EXCH TRADED FD TR II2,277$340Kshares
APUETRUST FOR PROFESSIONAL MANAG8,204$335Kshares
XBFZXBLACKROCK CA MUNI INC TR28,955$317Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR5,305$317Kshares
VISNVISTANCE NETWORKS INC15,312$237Kshares
INFORMATICA INCINFORMATICA INC9,488$236Kshares
XSHDINVESCO EXCH TRADED FD TR II15,972$214Kshares
TIDAL TRUST IITIDAL TRUST II30,591$210Kshares
ISHARES TRISHARES TR8,414$195Kshares
XXRPLISTED FDS TR6,000$194Kshares
PWZINVESCO EXCH TRADED FD TR II7,727$185Kshares
DTIDRILLING TOOLS INTL CORP77,505$178Kshares
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CB7,978$165Kshares
PSCTINVESCO EXCH TRADED FD TR II2,840$151Kshares
XMLVINVESCO EXCH TRADED FD TR II2,337$149Kshares
GSWOGOLDMAN SACHS ETF TR2,553$145Kshares
APIETRUST FOR PROFESSIONAL MANAG4,045$144Kshares
T-Rex 2X Long MSTR Daily Ta…T-Rex 2X Long MSTR Daily Target E…30,060$140Kshares
CNEQTHE ALGER ETF TRUST3,878$136Kshares
SMART GLOBAL HLDGS INCSMART GLOBAL HLDGS INC5,142$135Kshares
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHS1,768$135Kshares
APCBTRUST FOR PROFESSIONAL MANAG4,475$134Kshares
ALEALLETE INC1,935$128Kshares
VRSNVERISIGN INC455$127Kshares
HCIHCI GROUP INC653$125Kshares
EELVINVESCO EXCH TRADED FD TR II4,627$123Kshares
SUZSUZANO S A12,964$122Kshares
SPXSDIREXION SHARES ETF TRUST3,014$115Kshares
Direxion Daily S&P 500 Bear…Direxion Daily S&P 500 Bear 3X Sh…3,014$115Kshares
SOXLDIREXION SHARES ETF TRUST2,903$101Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS3,508$97.9Kshares
GLGLOBE LIFE INC667$95.4Kshares
NXTNEXTPOWER INC1,282$94.9Kshares
EWEDWARDS LIFESCIENCES CORP1,155$89.8Kshares
BMNRBITMINE IMMERSION TECHS INC3,500$84.2Kcall
MR COOPER GROUP INCMR COOPER GROUP INC380$80.1Kshares
IDHQINVESCO EXCH TRADED FD TR II2,348$79Kshares
UMACUNUSUAL MACHS INC5,000$75.5Kshares
AKROAKERO THERAPEUTICS INC1,523$72.3Kshares
KKELLANOVA874$71.6Kshares
AGXARGAN INC258$69.7Kshares
KXIISHARES TR1,060$68.2Kshares
VALEVALE S A5,961$64.7Kshares
PERFORMANT HEALTHCARE INCPERFORMANT HEALTHCARE INC8,250$63.8Kshares
CARECARTER BANKSHARES INC3,268$63.4Kshares
PSCCINVESCO EXCH TRADED FD TR II1,894$62.4Kshares
RUMRUM GROUP INC8,500$61.5Kshares
MBSANGEL OAK FUNDS TRUST6,262$54.6Kshares
IBHJISHARES TR2,000$53.6Kshares
GUTGABELLI UTIL TR8,593$52.2Kshares
CECOCECO ENVIRONMENTAL CORP982$50.3Kshares
BCSBARCLAYS PLC2,350$48.6Kshares
QFINQFIN HOLDINGS INC1,673$48.1Kshares
IWMINEOS ETF TRUST965$46.9Kshares
XMTRXOMETRY INC856$46.6Kshares
BLZEBACKBLAZE INC5,015$46.5Kshares
SPXCSPX TECHNOLOGIES INC249$46.5Kshares
PSIXPOWER SOLUTIONS INTL INC464$45.6Kshares
OPRXOPTIMIZERX CORP2,199$45.1Kshares
IBMRISHARES TR1,724$44Kshares
RFILRF INDS LTD5,322$43.8Kshares
FETHFIDELITY ETHEREUM FD1,000$41.5Kshares
DSMBNY MELLON STRATEGIC MUN BD7,000$41.4Kshares
NTWKNETSOL TECHNOLOGIES INC8,640$41Kshares
CNOCNO FINL GROUP INC1,027$40.6Kshares
ETVEATON VANCE TAX-MANAGED BUY-2,841$40.5Kshares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD1,754$40.4Kshares
PSCHINVESCO EXCH TRADED FD TR II915$38.1Kshares
ANABANAPTYSBIO INC1,230$37.7Kshares
RCATRED CAT HLDGS INC3,500$36.2Kshares
EQHEQUITABLE HLDGS INC692$35.1Kshares
SEVNSEVEN HILLS REALTY TRUST3,307$34.1Kshares
BITWISE CRYPTO INDUSTRY INN…BITWISE CRYPTO INDUSTRY INNOVATOR…1,214$30.4Kshares
BTALAGF INVTS TR1,871$29.8Kshares
MEARISHARES U S ETF TR569$28.7Kshares
DLODLOCAL LTD2,000$28.6Kshares
OROR ROYALTIES INC.700$28.1Kshares
GEMIGEMINI SPACE STA INC1,000$24Kshares
NVDXETF OPPORTUNITIES TRUST1,250$23.9Kshares

How Q4 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 0001580642-26-000877 base2026-02-06acceptance time not in the bulk data set