CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,757 shares; 2025Q2: 13,743 shares; 2025Q3: 20,111 shares; 2025Q4: 25,084 shares 25,084 $894K 0.02% +4,973 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,804 shares; 2024Q4: 20,924 shares; 2025Q1: 19,310 shares; 2025Q2: 6,848 shares; 2025Q3: 6,959 shares; 2025Q4: 6,994 shares 6,994 $893K 0.02% +35 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,750 shares; 2025Q3: 20,400 shares; 2025Q4: 20,400 shares 20,400 $886K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,464 shares; 2024Q4: 9,593 shares; 2025Q1: 10,898 shares; 2025Q2: 10,036 shares; 2025Q3: 10,249 shares; 2025Q4: 11,225 shares 11,225 $886K 0.02% +976 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,581 shares; 2024Q4: 11,365 shares; 2025Q1: 12,606 shares; 2025Q2: 8,983 shares; 2025Q3: 9,281 shares; 2025Q4: 10,113 shares 10,113 $885K 0.02% +832 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,589 shares; 2024Q4: 8,203 shares; 2025Q1: 7,572 shares; 2025Q2: 7,223 shares; 2025Q3: 6,578 shares; 2025Q4: 6,451 shares 6,451 $882K 0.02% -127 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: not reported; 2025Q1: 11,251 shares; 2025Q2: 11,219 shares; 2025Q3: 24,012 shares; 2025Q4: 26,045 shares 26,045 $880K 0.02% +2,033 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 4,067 shares; 2025Q1: 4,145 shares; 2025Q2: 6,126 shares; 2025Q3: 7,310 shares; 2025Q4: 6,968 shares 6,968 $877K 0.02% -342 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,670 shares; 2024Q4: 34,810 shares; 2025Q1: 34,044 shares; 2025Q2: 35,228 shares; 2025Q3: 33,465 shares; 2025Q4: 31,842 shares 31,842 $876K 0.02% -1,623 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,206 shares; 2024Q4: 16,534 shares; 2025Q1: 17,454 shares; 2025Q2: 18,187 shares; 2025Q3: 16,734 shares; 2025Q4: 14,444 shares 14,444 $874K 0.02% -2,290 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,270 shares; 2024Q4: 11,513 shares; 2025Q1: 10,828 shares; 2025Q2: 10,882 shares; 2025Q3: 10,715 shares; 2025Q4: 10,765 shares 10,765 $872K 0.02% +50 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,096 shares; 2024Q4: 59,800 shares; 2025Q1: 27,077 shares; 2025Q2: 25,675 shares; 2025Q3: 18,800 shares; 2025Q4: 18,677 shares 18,677 $868K 0.02% -123 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,252 shares; 2025Q1: 3,151 shares; 2025Q2: 3,408 shares; 2025Q3: 3,478 shares; 2025Q4: 4,036 shares 4,036 $866K 0.02% +558 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 11,620 shares; 2025Q1: 15,202 shares; 2025Q2: 16,237 shares; 2025Q3: 16,319 shares; 2025Q4: 17,170 shares 17,170 $859K 0.02% +851 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: 5,551 shares; 2025Q1: 4,987 shares; 2025Q2: 5,007 shares; 2025Q3: 4,549 shares; 2025Q4: 3,476 shares 3,476 $856K 0.02% -1,073 Timeline CUSD TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,291 shares; 2025Q2: 53,829 shares; 2025Q3: 50,949 shares; 2025Q4: 44,855 shares 44,855 $852K 0.02% -6,094 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,245 shares; 2025Q2: 10,895 shares; 2025Q3: 15,800 shares; 2025Q4: 16,802 shares 16,802 $848K 0.02% +1,002 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,275 shares; 2025Q1: 38,552 shares; 2025Q2: 38,725 shares; 2025Q3: 27,296 shares; 2025Q4: 18,918 shares 18,918 $839K 0.02% -8,378 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,262 shares; 2025Q3: 5,964 shares; 2025Q4: 11,588 shares 11,588 $832K 0.02% +5,624 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,070 shares; 2025Q1: 7,548 shares; 2025Q2: 13,130 shares; 2025Q3: 13,446 shares; 2025Q4: 15,701 shares 15,701 $829K 0.02% +2,255 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,712 shares; 2024Q4: 18,609 shares; 2025Q1: 19,042 shares; 2025Q2: 19,317 shares; 2025Q3: 15,422 shares; 2025Q4: 16,200 shares 16,200 $828K 0.02% +778 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,201 shares 10,201 $825K 0.02% +1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,693 shares; 2025Q1: 2,766 shares; 2025Q2: 2,788 shares; 2025Q3: 2,756 shares; 2025Q4: 2,806 shares 2,806 $814K 0.02% +50 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 3,644 shares; 2025Q1: 3,548 shares; 2025Q2: 3,624 shares; 2025Q3: 3,181 shares; 2025Q4: 9,159 shares 9,159 $810K 0.02% +5,978 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,766 shares; 2024Q4: 7,741 shares; 2025Q1: 7,663 shares; 2025Q2: 7,313 shares; 2025Q3: 7,364 shares; 2025Q4: 7,173 shares 7,173 $810K 0.02% -191 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,409 shares; 2024Q4: 12,435 shares; 2025Q1: 13,488 shares; 2025Q2: 16,703 shares; 2025Q3: 16,336 shares; 2025Q4: 12,414 shares 12,414 $791K 0.02% -3,922 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,250 shares; 2024Q4: 14,278 shares; 2025Q1: 14,280 shares; 2025Q2: 12,986 shares; 2025Q3: 11,842 shares; 2025Q4: 11,824 shares 11,824 $789K 0.02% -18 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 5,532 shares; 2025Q1: 11,719 shares; 2025Q2: 12,858 shares; 2025Q3: 11,432 shares; 2025Q4: 14,941 shares 14,941 $785K 0.02% +3,509 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,481 shares; 2025Q3: 8,481 shares; 2025Q4: 8,481 shares 8,481 $773K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,682 shares; 2024Q4: 6,683 shares; 2025Q1: 6,275 shares; 2025Q2: 6,180 shares; 2025Q3: 7,172 shares; 2025Q4: 8,365 shares 8,365 $772K 0.01% +1,193 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,409 shares; 2024Q4: 16,409 shares; 2025Q1: 16,409 shares; 2025Q2: 16,409 shares; 2025Q3: 16,409 shares; 2025Q4: 16,452 shares 16,452 $766K 0.01% +43 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,164 shares; 2024Q4: 22,209 shares; 2025Q1: 13,857 shares; 2025Q2: 12,710 shares; 2025Q3: 12,656 shares; 2025Q4: 12,719 shares 12,719 $762K 0.01% +63 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,942 shares; 2025Q2: 28,272 shares; 2025Q3: 26,306 shares; 2025Q4: 21,450 shares 21,450 $758K 0.01% -4,856 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 1,050 shares; 2025Q1: 941 shares; 2025Q2: 942 shares; 2025Q3: 807 shares; 2025Q4: 748 shares 748 $755K 0.01% -59 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 7,946 shares; 2025Q1: 4,989 shares; 2025Q2: 4,970 shares; 2025Q3: 5,153 shares; 2025Q4: 4,712 shares 4,712 $753K 0.01% -441 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,131 shares; 2025Q3: 2,943 shares; 2025Q4: 2,901 shares 2,901 $753K 0.01% -42 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,835 shares; 2025Q1: 4,678 shares; 2025Q2: 5,975 shares; 2025Q3: 4,524 shares; 2025Q4: 3,740 shares 3,740 $747K 0.01% -784 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,862 shares; 2024Q4: 12,006 shares; 2025Q1: 11,683 shares; 2025Q2: 10,830 shares; 2025Q3: 10,556 shares; 2025Q4: 10,096 shares 10,096 $742K 0.01% -460 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,279 shares; 2025Q2: 18,637 shares; 2025Q3: 18,462 shares; 2025Q4: 18,871 shares 18,871 $738K 0.01% +409 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 3,917 shares; 2025Q1: 3,489 shares; 2025Q2: 3,229 shares; 2025Q3: 2,233 shares; 2025Q4: 2,094 shares 2,094 $734K 0.01% -139 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 6,234 shares; 2025Q1: 7,272 shares; 2025Q2: 13,376 shares; 2025Q3: 14,996 shares; 2025Q4: 13,757 shares 13,757 $728K 0.01% -1,239 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,275 shares; 2025Q1: 3,772 shares; 2025Q2: 3,083 shares; 2025Q3: 2,765 shares; 2025Q4: 2,824 shares 2,824 $727K 0.01% +59 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 6,211 shares; 2025Q1: 6,611 shares; 2025Q2: 5,515 shares; 2025Q3: 5,584 shares; 2025Q4: 5,583 shares 5,583 $725K 0.01% -1 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,488 shares; 2025Q1: 5,854 shares; 2025Q2: 6,705 shares; 2025Q3: 6,281 shares; 2025Q4: 6,362 shares 6,362 $719K 0.01% +81 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,405 shares; 2025Q2: 14,781 shares; 2025Q3: 14,609 shares; 2025Q4: 13,880 shares 13,880 $718K 0.01% -729 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,335 shares; 2025Q1: 87,817 shares; 2025Q2: 74,147 shares; 2025Q3: 51,140 shares; 2025Q4: 24,308 shares 24,308 $712K 0.01% -26,832 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,147 shares; 2024Q4: 16,722 shares; 2025Q1: 16,908 shares; 2025Q2: 16,329 shares; 2025Q3: 15,950 shares; 2025Q4: 9,032 shares 9,032 $708K 0.01% -6,918 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,323 shares; 2025Q1: 3,200 shares; 2025Q2: 2,801 shares; 2025Q3: 4,097 shares; 2025Q4: 2,498 shares 2,498 $708K 0.01% -1,599 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,107 shares; 2024Q4: 19,933 shares; 2025Q1: 18,705 shares; 2025Q2: 17,741 shares; 2025Q3: 17,411 shares; 2025Q4: 12,047 shares 12,047 $708K 0.01% -5,364 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 3,966 shares; 2025Q1: 3,939 shares; 2025Q2: 3,788 shares; 2025Q3: 3,803 shares; 2025Q4: 3,807 shares 3,807 $706K 0.01% +4 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 785 shares; 2025Q1: 778 shares; 2025Q2: 578 shares; 2025Q3: 614 shares; 2025Q4: 658 shares 658 $704K 0.01% +44 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,476 shares; 2025Q1: 4,461 shares; 2025Q2: 4,462 shares; 2025Q3: 4,466 shares; 2025Q4: 4,467 shares 4,467 $701K 0.01% +1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,748 shares; 2025Q1: 4,715 shares; 2025Q2: 4,743 shares; 2025Q3: 4,894 shares; 2025Q4: 4,956 shares 4,956 $700K 0.01% +62 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 10,868 shares; 2025Q1: 8,424 shares; 2025Q2: not reported; 2025Q3: 3,362 shares; 2025Q4: 6,881 shares 6,881 $699K 0.01% +3,519 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,487 shares; 2025Q1: 2,925 shares; 2025Q2: 2,357 shares; 2025Q3: 2,255 shares; 2025Q4: 2,424 shares 2,424 $698K 0.01% +169 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 10,841 shares; 2025Q1: 10,497 shares; 2025Q2: 8,945 shares; 2025Q3: 8,895 shares; 2025Q4: 8,658 shares 8,658 $695K 0.01% -237 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,763 shares; 2025Q1: 2,782 shares; 2025Q2: 2,711 shares; 2025Q3: 2,432 shares; 2025Q4: 2,447 shares 2,447 $683K 0.01% +15 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 5,417 shares; 2025Q1: 5,767 shares; 2025Q2: 5,209 shares; 2025Q3: 5,234 shares; 2025Q4: 5,161 shares 5,161 $679K 0.01% -73 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,956 shares; 2024Q4: 14,031 shares; 2025Q1: 14,825 shares; 2025Q2: 15,180 shares; 2025Q3: 12,476 shares; 2025Q4: 13,123 shares 13,123 $679K 0.01% +647 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,084 shares; 2025Q1: 1,192 shares; 2025Q2: 916 shares; 2025Q3: 1,359 shares; 2025Q4: 1,364 shares 1,364 $669K 0.01% +5 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,343 shares; 2025Q1: 3,380 shares; 2025Q2: 3,385 shares; 2025Q3: 3,402 shares; 2025Q4: 3,318 shares 3,318 $669K 0.01% -84 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 6,714 shares; 2025Q1: 4,029 shares; 2025Q2: 4,119 shares; 2025Q3: 3,875 shares; 2025Q4: 3,975 shares 3,975 $661K 0.01% +100 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,007 shares; 2024Q4: 23,839 shares; 2025Q1: 21,106 shares; 2025Q2: 17,445 shares; 2025Q3: 16,433 shares; 2025Q4: 13,650 shares 13,650 $661K 0.01% -2,783 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,411 shares; 2024Q4: 27,933 shares; 2025Q1: 23,797 shares; 2025Q2: 21,317 shares; 2025Q3: 27,515 shares; 2025Q4: 26,031 shares 26,031 $656K 0.01% -1,484 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,015 shares; 2025Q2: 4,076 shares; 2025Q3: 4,073 shares; 2025Q4: 4,075 shares 4,075 $654K 0.01% +2 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,624 shares; 2025Q1: 3,637 shares; 2025Q2: 3,625 shares; 2025Q3: 3,627 shares; 2025Q4: 3,629 shares 3,629 $654K 0.01% +2 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,642 shares; 2025Q2: 20,756 shares; 2025Q3: 22,590 shares; 2025Q4: 19,592 shares 19,592 $648K 0.01% -2,998 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,676 shares; 2024Q4: 9,893 shares; 2025Q1: 17,121 shares; 2025Q2: 21,804 shares; 2025Q3: 19,937 shares; 2025Q4: 19,359 shares 19,359 $648K 0.01% -578 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,498 shares; 2024Q4: 9,523 shares; 2025Q1: 8,568 shares; 2025Q2: 8,459 shares; 2025Q3: 8,719 shares; 2025Q4: 8,211 shares 8,211 $638K 0.01% -508 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,899 shares; 2024Q4: 22,856 shares; 2025Q1: 19,430 shares; 2025Q2: 18,630 shares; 2025Q3: 20,054 shares; 2025Q4: 17,592 shares 17,592 $637K 0.01% -2,462 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,493 shares; 2025Q4: 21,505 shares 21,505 $637K 0.01% +12 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,954 shares; 2025Q1: 5,993 shares; 2025Q2: 5,196 shares; 2025Q3: 4,899 shares; 2025Q4: 5,170 shares 5,170 $635K 0.01% +271 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 6,825 shares; 2025Q1: 10,176 shares; 2025Q2: 10,984 shares; 2025Q3: 10,539 shares; 2025Q4: 10,441 shares 10,441 $634K 0.01% -98 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 9,618 shares; 2025Q1: 9,638 shares; 2025Q2: 9,452 shares; 2025Q3: 10,414 shares; 2025Q4: 10,475 shares 10,475 $632K 0.01% +61 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,203 shares 27,203 $628K 0.01% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,534 shares; 2024Q4: 7,227 shares; 2025Q1: 6,204 shares; 2025Q2: 6,104 shares; 2025Q3: 6,084 shares; 2025Q4: 6,084 shares 6,084 $618K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,456 shares; 2025Q1: 2,579 shares; 2025Q2: 2,372 shares; 2025Q3: 2,619 shares; 2025Q4: 1,907 shares 1,907 $618K 0.01% -712 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 6,397 shares; 2025Q1: 7,247 shares; 2025Q2: 7,442 shares; 2025Q3: 6,500 shares; 2025Q4: 6,326 shares 6,326 $612K 0.01% -174 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,905 shares; 2024Q4: 90,097 shares; 2025Q1: 87,575 shares; 2025Q2: 18,393 shares; 2025Q3: 13,192 shares; 2025Q4: 12,011 shares 12,011 $612K 0.01% -1,181 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,525 shares; 2024Q4: 17,246 shares; 2025Q1: 18,381 shares; 2025Q2: 13,549 shares; 2025Q3: 13,436 shares; 2025Q4: 12,966 shares 12,966 $610K 0.01% -470 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 163,026 shares; 2025Q1: 160,626 shares; 2025Q2: 14,303 shares; 2025Q3: 13,703 shares; 2025Q4: 14,848 shares 14,848 $606K 0.01% +1,145 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,278 shares; 2024Q4: 21,059 shares; 2025Q1: 18,986 shares; 2025Q2: 18,998 shares; 2025Q3: 16,721 shares; 2025Q4: 15,582 shares 15,582 $606K 0.01% -1,139 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 11,987 shares; 2025Q1: 10,987 shares; 2025Q2: 10,989 shares; 2025Q3: 9,990 shares; 2025Q4: 11,992 shares 11,992 $600K 0.01% +2,002 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 4,391 shares; 2025Q1: 4,641 shares; 2025Q2: 3,952 shares; 2025Q3: 4,445 shares; 2025Q4: 7,433 shares 7,433 $599K 0.01% +2,988 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,440 shares 23,440 $596K 0.01% new Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,345 shares; 2024Q4: 13,014 shares; 2025Q1: 14,514 shares; 2025Q2: 14,514 shares; 2025Q3: 13,614 shares; 2025Q4: 11,764 shares 11,764 $594K 0.01% -1,850 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,821 shares; 2024Q4: 28,882 shares; 2025Q1: 30,479 shares; 2025Q2: 29,954 shares; 2025Q3: 32,809 shares; 2025Q4: 33,413 shares 33,413 $590K 0.01% +604 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,463 shares; 2025Q4: 7,463 shares 7,463 $587K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 4,996 shares; 2025Q1: 5,735 shares; 2025Q2: 5,368 shares; 2025Q3: 4,272 shares; 2025Q4: 4,134 shares 4,134 $583K 0.01% -138 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,320 shares; 2025Q1: 22,048 shares; 2025Q2: 21,569 shares; 2025Q3: 20,125 shares; 2025Q4: 20,668 shares 20,668 $580K 0.01% +543 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,932 shares; 2025Q2: 14,217 shares; 2025Q3: 14,054 shares; 2025Q4: 13,903 shares 13,903 $580K 0.01% -151 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,970 shares; 2024Q4: 34,203 shares; 2025Q1: 35,376 shares; 2025Q2: 32,942 shares; 2025Q3: 10,197 shares; 2025Q4: 10,748 shares 10,748 $580K 0.01% +551 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,589 shares; 2025Q1: 4,242 shares; 2025Q2: 3,879 shares; 2025Q3: 3,864 shares; 2025Q4: 3,868 shares 3,868 $576K 0.01% +4 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,744 shares; 2025Q2: 1,772 shares; 2025Q3: 1,817 shares; 2025Q4: 1,808 shares 1,808 $569K 0.01% -9 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,407 shares; 2025Q1: 3,410 shares; 2025Q2: 3,389 shares; 2025Q3: 3,391 shares; 2025Q4: 3,996 shares 3,996 $568K 0.01% +605 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 6,726 shares; 2025Q1: 6,876 shares; 2025Q2: 6,806 shares; 2025Q3: 6,727 shares; 2025Q4: 6,732 shares 6,732 $567K 0.01% +5 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 12,043 shares; 2025Q1: 10,564 shares; 2025Q2: 8,087 shares; 2025Q3: 7,577 shares; 2025Q4: 8,401 shares 8,401 $566K 0.01% +824 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 4,719 shares; 2025Q1: 4,404 shares; 2025Q2: 5,445 shares; 2025Q3: 5,814 shares; 2025Q4: 5,609 shares 5,609 $566K 0.01% -205 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 776 shares; 2025Q4: 2,331 shares 2,331 $564K 0.01% +1,555 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 228 shares; 2025Q1: 273 shares; 2025Q2: 238 shares; 2025Q3: 237 shares; 2025Q4: 280 shares 280 $564K 0.01% +43 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,696 shares; 2024Q4: 17,111 shares; 2025Q1: 17,859 shares; 2025Q2: 17,820 shares; 2025Q3: 16,452 shares; 2025Q4: 16,034 shares 16,034 $561K 0.01% -418 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 42,755 shares; 2025Q1: not reported; 2025Q2: 3,067 shares; 2025Q3: 3,485 shares; 2025Q4: 6,170 shares 6,170 $553K 0.01% +2,685 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,100 shares 20,100 $553K 0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,702 shares; 2025Q1: 3,705 shares; 2025Q2: 3,741 shares; 2025Q3: 3,778 shares; 2025Q4: 3,809 shares 3,809 $547K 0.01% +31 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,509 shares; 2025Q1: 6,513 shares; 2025Q2: 6,704 shares; 2025Q3: 6,496 shares; 2025Q4: 6,501 shares 6,501 $545K 0.01% +5 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,578 shares; 2024Q4: 28,196 shares; 2025Q1: 26,594 shares; 2025Q2: 25,947 shares; 2025Q3: 25,634 shares; 2025Q4: 24,083 shares 24,083 $545K 0.01% -1,551 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,478 shares; 2025Q1: 1,363 shares; 2025Q2: 1,277 shares; 2025Q3: 1,279 shares; 2025Q4: 1,360 shares 1,360 $529K 0.01% +81 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,402 shares; 2025Q2: 2,457 shares; 2025Q3: 2,510 shares; 2025Q4: 2,573 shares 2,573 $528K 0.01% +63 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,073 shares; 2025Q1: 3,992 shares; 2025Q2: 4,949 shares; 2025Q3: 5,043 shares; 2025Q4: 5,734 shares 5,734 $527K 0.01% +691 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,505 shares; 2024Q4: 34,347 shares; 2025Q1: 34,222 shares; 2025Q2: 17,807 shares; 2025Q3: 15,446 shares; 2025Q4: 2,130 shares 2,130 $526K 0.01% -13,316 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $523K 0.01% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 5,916 shares; 2025Q1: 5,761 shares; 2025Q2: 5,766 shares; 2025Q3: 5,639 shares; 2025Q4: 5,294 shares 5,294 $523K 0.01% -345 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 6,078 shares; 2025Q1: 6,078 shares; 2025Q2: 7,513 shares; 2025Q3: 6,623 shares; 2025Q4: 6,155 shares 6,155 $523K 0.01% -468 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,215 shares; 2025Q4: 5,230 shares 5,230 $522K 0.01% +15 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,609 shares; 2025Q1: 5,368 shares; 2025Q2: 7,032 shares; 2025Q3: 5,915 shares; 2025Q4: 5,641 shares 5,641 $521K 0.01% -274 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,617 shares; 2024Q4: 15,578 shares; 2025Q1: 3,535 shares; 2025Q2: 2,013 shares; 2025Q3: 1,458 shares; 2025Q4: 1,538 shares 1,538 $518K 0.01% +80 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 3,247 shares; 2025Q1: 4,264 shares; 2025Q2: 5,228 shares; 2025Q3: 2,931 shares; 2025Q4: 2,263 shares 2,263 $515K 0.01% -668 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,484 shares; 2025Q1: 4,458 shares; 2025Q2: 4,504 shares; 2025Q3: 4,503 shares; 2025Q4: 3,947 shares 3,947 $515K 0.01% -556 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: not reported; 2025Q1: 6,465 shares; 2025Q2: 6,424 shares; 2025Q3: 6,837 shares; 2025Q4: 10,136 shares 10,136 $515K 0.01% +3,299 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,232 shares; 2025Q4: 9,254 shares 9,254 $511K 0.01% -5,978 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,035 shares; 2024Q4: 12,353 shares; 2025Q1: 11,986 shares; 2025Q2: 9,758 shares; 2025Q3: 8,143 shares; 2025Q4: 7,753 shares 7,753 $511K 0.01% -390 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,871 shares 22,871 $510K 0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,427 shares; 2025Q1: 2,327 shares; 2025Q2: 2,230 shares; 2025Q3: 2,200 shares; 2025Q4: 2,030 shares 2,030 $509K 0.01% -170 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,041 shares 23,041 $508K 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 4,929 shares; 2025Q1: 6,935 shares; 2025Q2: 10,016 shares; 2025Q3: 10,433 shares; 2025Q4: 10,780 shares 10,780 $507K 0.01% +347 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,022 shares; 2024Q4: 49,628 shares; 2025Q1: 18,099 shares; 2025Q2: 17,460 shares; 2025Q3: 17,442 shares; 2025Q4: 15,168 shares 15,168 $506K 0.01% -2,274 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 7,261 shares; 2025Q1: 7,361 shares; 2025Q2: 6,258 shares; 2025Q3: 5,780 shares; 2025Q4: 5,928 shares 5,928 $504K 0.01% +148 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,659 shares; 2025Q3: 12,765 shares; 2025Q4: 15,746 shares 15,746 $503K 0.01% +2,981 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,269 shares; 2025Q1: 10,637 shares; 2025Q2: 5,471 shares; 2025Q3: 5,475 shares; 2025Q4: 5,309 shares 5,309 $501K 0.01% -166 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,571 shares; 2025Q2: 14,252 shares; 2025Q3: 15,906 shares; 2025Q4: 13,147 shares 13,147 $499K 0.01% -2,759 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,953 shares; 2024Q4: 532,525 shares; 2025Q1: 541,193 shares; 2025Q2: 8,246 shares; 2025Q3: 9,536 shares; 2025Q4: 10,685 shares 10,685 $497K 0.01% +1,149 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,238 shares 21,238 $497K 0.01% new Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,547 shares; 2025Q1: 33,794 shares; 2025Q2: 11,849 shares; 2025Q3: 11,949 shares; 2025Q4: 11,949 shares 11,949 $495K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,866 shares; 2025Q1: 3,527 shares; 2025Q2: 4,719 shares; 2025Q3: 4,773 shares; 2025Q4: 5,109 shares 5,109 $486K 0.01% +336 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,663 shares; 2025Q2: 2,997 shares; 2025Q3: 3,156 shares; 2025Q4: 2,862 shares 2,862 $486K 0.01% -294 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,172 shares; 2024Q4: 5,173 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 5,141 shares; 2025Q4: 5,137 shares 5,137 $484K 0.01% -4 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,968 shares; 2025Q1: 3,037 shares; 2025Q2: 2,585 shares; 2025Q3: 1,759 shares; 2025Q4: 2,485 shares 2,485 $482K 0.01% +726 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,518 shares; 2025Q3: 7,140 shares; 2025Q4: 7,211 shares 7,211 $482K 0.01% +71 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,681 shares 22,681 $480K 0.01% new Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,608 shares; 2024Q4: 19,608 shares; 2025Q1: 31,627 shares; 2025Q2: 26,017 shares; 2025Q3: 22,601 shares; 2025Q4: 21,048 shares 21,048 $479K 0.01% -1,553 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,196 shares 20,196 $478K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,024 shares; 2024Q4: 35,800 shares; 2025Q1: 21,197 shares; 2025Q2: 12,681 shares; 2025Q3: 12,856 shares; 2025Q4: 12,421 shares 12,421 $477K 0.01% -435 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 2,318 shares; 2025Q1: 1,822 shares; 2025Q2: 1,704 shares; 2025Q3: 1,631 shares; 2025Q4: 2,106 shares 2,106 $475K 0.01% +475 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,892 shares; 2025Q2: 18,545 shares; 2025Q3: 18,760 shares; 2025Q4: 19,055 shares 19,055 $474K 0.01% +295 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,200 shares; 2025Q1: 4,203 shares; 2025Q2: 3,569 shares; 2025Q3: 3,465 shares; 2025Q4: 3,475 shares 3,475 $473K 0.01% +10 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,406 shares; 2024Q4: 15,782 shares; 2025Q1: 15,723 shares; 2025Q2: 18,138 shares; 2025Q3: 17,908 shares; 2025Q4: 17,990 shares 17,990 $472K 0.01% +82 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 4,579 shares; 2025Q1: 2,432 shares; 2025Q2: 2,355 shares; 2025Q3: 2,012 shares; 2025Q4: 2,035 shares 2,035 $465K 0.01% +23 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 5,098 shares; 2025Q1: 5,172 shares; 2025Q2: 5,226 shares; 2025Q3: 4,801 shares; 2025Q4: 4,533 shares 4,533 $464K 0.01% -268 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares; 2025Q3: 4,735 shares; 2025Q4: 4,960 shares 4,960 $460K 0.01% +225 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,997 shares; 2025Q3: 20,250 shares; 2025Q4: 17,359 shares 17,359 $459K 0.01% -2,891 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 4,523 shares; 2025Q1: 4,953 shares; 2025Q2: 4,856 shares; 2025Q3: 5,156 shares; 2025Q4: 5,159 shares 5,159 $455K 0.01% +3 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: not reported; 2025Q1: 13,132 shares; 2025Q2: 8,049 shares; 2025Q3: 4,000 shares; 2025Q4: 2,150 shares 2,150 $453K 0.01% -1,850 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 4,932 shares; 2025Q1: 5,407 shares; 2025Q2: 5,351 shares; 2025Q3: 5,469 shares; 2025Q4: 4,956 shares 4,956 $451K 0.01% -513 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,699 shares; 2024Q4: 9,245 shares; 2025Q1: 9,009 shares; 2025Q2: 7,491 shares; 2025Q3: 10,807 shares; 2025Q4: 12,448 shares 12,448 $451K 0.01% +1,641 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,751 shares; 2024Q4: 7,002 shares; 2025Q1: 6,995 shares; 2025Q2: 6,694 shares; 2025Q3: 5,861 shares; 2025Q4: 8,230 shares 8,230 $450K 0.01% +2,369 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,101 shares; 2025Q1: 25,133 shares; 2025Q2: 25,173 shares; 2025Q3: 25,673 shares; 2025Q4: 25,640 shares 25,640 $448K 0.01% -33 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,702 shares; 2025Q1: 3,705 shares; 2025Q2: 6,628 shares; 2025Q3: 6,674 shares; 2025Q4: 6,242 shares 6,242 $447K 0.01% -432 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 6,026 shares; 2025Q1: 6,086 shares; 2025Q2: 6,001 shares; 2025Q3: 6,002 shares; 2025Q4: 6,002 shares 6,002 $446K 0.01% 0 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,835 shares 2,835 $446K 0.01% +621 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,444 shares; 2024Q4: 8,799 shares; 2025Q1: 10,038 shares; 2025Q2: 9,845 shares; 2025Q3: 9,919 shares; 2025Q4: 9,852 shares 9,852 $444K 0.01% -67 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,433 shares; 2025Q1: 5,433 shares; 2025Q2: 5,433 shares; 2025Q3: 5,433 shares; 2025Q4: 5,009 shares 5,009 $444K 0.01% -424 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 18,485 shares; 2025Q1: 16,985 shares; 2025Q2: 16,985 shares; 2025Q3: 18,985 shares; 2025Q4: 18,985 shares 18,985 $444K 0.01% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,839 shares; 2024Q4: 11,430 shares; 2025Q1: 11,789 shares; 2025Q2: not reported; 2025Q3: 17,026 shares; 2025Q4: 19,545 shares 19,545 $442K 0.01% +2,519 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 6,173 shares; 2025Q1: 6,173 shares; 2025Q2: 5,984 shares; 2025Q3: 6,707 shares; 2025Q4: 10,142 shares 10,142 $442K 0.01% +3,435 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 5,174 shares; 2025Q1: 5,779 shares; 2025Q2: 5,289 shares; 2025Q3: 5,296 shares; 2025Q4: 5,558 shares 5,558 $441K 0.01% +262 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,714 shares; 2024Q4: 17,101 shares; 2025Q1: 17,286 shares; 2025Q2: 15,954 shares; 2025Q3: 6,971 shares; 2025Q4: 6,768 shares 6,768 $440K 0.01% -203 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,254 shares; 2025Q1: 3,064 shares; 2025Q2: 2,143 shares; 2025Q3: 4,012 shares; 2025Q4: 3,865 shares 3,865 $440K 0.01% -147 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,035 shares; 2024Q4: 7,075 shares; 2025Q1: 7,429 shares; 2025Q2: 5,248 shares; 2025Q3: 8,368 shares; 2025Q4: 7,626 shares 7,626 $438K 0.01% -742 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,390 shares; 2024Q4: 25,205 shares; 2025Q1: 26,355 shares; 2025Q2: 3,278 shares; 2025Q3: 2,308 shares; 2025Q4: 2,360 shares 2,360 $437K 0.01% +52 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 4,955 shares; 2025Q1: 4,913 shares; 2025Q2: 2,734 shares; 2025Q3: 2,684 shares; 2025Q4: 2,616 shares 2,616 $434K 0.01% -68 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 1,959 shares; 2025Q1: 1,966 shares; 2025Q2: 2,085 shares; 2025Q3: 2,102 shares; 2025Q4: 2,079 shares 2,079 $432K 0.01% -23 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 5,582 shares; 2025Q1: 5,745 shares; 2025Q2: 6,231 shares; 2025Q3: 6,992 shares; 2025Q4: 5,425 shares 5,425 $431K 0.01% -1,567 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,162 shares; 2025Q1: 3,669 shares; 2025Q2: 3,714 shares; 2025Q3: 3,716 shares; 2025Q4: 3,641 shares 3,641 $428K 0.01% -75 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,753 shares 3,753 $427K 0.01% +153 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,388 shares; 2025Q1: 1,366 shares; 2025Q2: 1,360 shares; 2025Q3: 1,364 shares; 2025Q4: 1,375 shares 1,375 $427K 0.01% +11 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,619 shares; 2024Q4: 31,515 shares; 2025Q1: 31,516 shares; 2025Q2: 31,494 shares; 2025Q3: 32,884 shares; 2025Q4: 5,727 shares 5,727 $425K 0.01% -27,157 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 5,274 shares; 2025Q1: 5,138 shares; 2025Q2: 5,032 shares; 2025Q3: 5,062 shares; 2025Q4: 5,238 shares 5,238 $423K 0.01% +176 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,700 shares; 2025Q1: 2,615 shares; 2025Q2: 2,569 shares; 2025Q3: 2,522 shares; 2025Q4: 2,439 shares 2,439 $423K 0.01% -83 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 181 shares; 2025Q1: 187 shares; 2025Q2: 3,187 shares; 2025Q3: 3,961 shares; 2025Q4: 4,640 shares 4,640 $423K 0.01% +679 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 879 shares; 2025Q1: 845 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 819 shares 819 $418K 0.01% -28 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,132 shares; 2024Q4: 9,782 shares; 2025Q1: 9,230 shares; 2025Q2: 8,856 shares; 2025Q3: 8,872 shares; 2025Q4: 8,886 shares 8,886 $418K 0.01% +14 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,800 shares; 2025Q1: 11,658 shares; 2025Q2: 9,358 shares; 2025Q3: 9,382 shares; 2025Q4: 9,275 shares 9,275 $417K 0.01% -107 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,090 shares; 2025Q3: 8,090 shares; 2025Q4: 7,390 shares 7,390 $415K 0.01% -700 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,891 shares; 2025Q1: 6,061 shares; 2025Q2: 5,853 shares; 2025Q3: 5,879 shares; 2025Q4: 5,807 shares 5,807 $415K 0.01% -72 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 1,883 shares; 2025Q1: 1,847 shares; 2025Q2: 1,774 shares; 2025Q3: 1,765 shares; 2025Q4: 1,953 shares 1,953 $414K 0.01% +188 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,250 shares; 2024Q4: 20,593 shares; 2025Q1: 11,583 shares; 2025Q2: 1,211 shares; 2025Q3: 1,025 shares; 2025Q4: 907 shares 907 $411K 0.01% -118 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares 3,230 $407K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,711 shares; 2025Q1: 1,472 shares; 2025Q2: 1,236 shares; 2025Q3: 1,191 shares; 2025Q4: 1,498 shares 1,498 $407K 0.01% +307 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 500 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 500 shares; 2025Q4: 599 shares 599 $405K 0.01% +99 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 4,449 shares; 2025Q4: 7,079 shares 7,079 $404K 0.01% +2,630 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,800 shares 8,800 $403K 0.01% +800 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,833 shares 7,833 $403K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 17,470 shares; 2025Q1: 16,909 shares; 2025Q2: 15,457 shares; 2025Q3: 11,965 shares; 2025Q4: 14,039 shares 14,039 $400K 0.01% +2,074 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,685 shares; 2025Q2: 3,547 shares; 2025Q3: 3,818 shares; 2025Q4: 1,932 shares 1,932 $399K 0.01% -1,886 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 958 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 956 shares 956 $399K 0.01% -3 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 3,845 shares; 2025Q1: 4,036 shares; 2025Q2: 3,533 shares; 2025Q3: 3,528 shares; 2025Q4: 4,829 shares 4,829 $396K 0.01% +1,301 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 21,768 shares; 2025Q1: 22,339 shares; 2025Q2: 14,361 shares; 2025Q3: 13,755 shares; 2025Q4: 12,955 shares 12,955 $396K 0.01% -800 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 19,251 shares; 2025Q1: 19,142 shares; 2025Q2: 20,042 shares; 2025Q3: 19,721 shares; 2025Q4: 18,421 shares 18,421 $396K 0.01% -1,300 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,202 shares; 2024Q4: 11,202 shares; 2025Q1: 8,511 shares; 2025Q2: 8,485 shares; 2025Q3: 8,460 shares; 2025Q4: 8,460 shares 8,460 $395K 0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,503 shares; 2025Q1: 1,507 shares; 2025Q2: 1,511 shares; 2025Q3: 1,517 shares; 2025Q4: 1,523 shares 1,523 $394K 0.01% +6 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 11,988 shares; 2025Q1: 9,980 shares; 2025Q2: 9,980 shares; 2025Q3: 9,905 shares; 2025Q4: 9,692 shares 9,692 $393K 0.01% -213 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,747 shares; 2025Q2: 11,596 shares; 2025Q3: 8,921 shares; 2025Q4: 13,921 shares 13,921 $393K 0.01% +5,000 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,496 shares; 2025Q1: 6,550 shares; 2025Q2: 6,593 shares; 2025Q3: 6,317 shares; 2025Q4: 6,287 shares 6,287 $392K 0.01% -30 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,272 shares; 2024Q4: 23,380 shares; 2025Q1: 15,354 shares; 2025Q2: 10,341 shares; 2025Q3: 14,253 shares; 2025Q4: 14,971 shares 14,971 $392K 0.01% +718 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,926 shares; 2024Q4: 8,959 shares; 2025Q1: 8,485 shares; 2025Q2: 8,515 shares; 2025Q3: 8,546 shares; 2025Q4: 10,207 shares 10,207 $392K 0.01% +1,661 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,514 shares; 2025Q4: 43,282 shares 43,282 $389K 0.01% +14,768 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 4,629 shares; 2025Q4: 5,371 shares 5,371 $388K 0.01% +742 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,437 shares; 2024Q4: 9,519 shares; 2025Q1: 7,334 shares; 2025Q2: 7,142 shares; 2025Q3: 7,239 shares; 2025Q4: 7,345 shares 7,345 $388K 0.01% +106 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 53 shares 53 $387K 0.01% -3 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,859 shares; 2025Q1: 3,854 shares; 2025Q2: 3,621 shares; 2025Q3: 3,547 shares; 2025Q4: 3,501 shares 3,501 $386K 0.01% -46 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,864 shares; 2024Q4: 6,864 shares; 2025Q1: 6,964 shares; 2025Q2: 6,964 shares; 2025Q3: 6,864 shares; 2025Q4: 8,839 shares 8,839 $380K 0.01% +1,975 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,892 shares; 2025Q4: 10,954 shares 10,954 $380K 0.01% +1,062 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,614 shares; 2025Q3: not reported; 2025Q4: 5,954 shares 5,954 $378K 0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,982 shares 2,982 $378K 0.01% +819 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 6,324 shares; 2025Q1: 5,817 shares; 2025Q2: 5,942 shares; 2025Q3: 5,659 shares; 2025Q4: 5,457 shares 5,457 $373K 0.01% -202 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 676 shares; 2025Q2: 747 shares; 2025Q3: 897 shares; 2025Q4: 796 shares 796 $372K 0.01% -101 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 3,326 shares; 2025Q4: 3,606 shares 3,606 $371K 0.01% +280 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,482 shares; 2025Q1: 1,472 shares; 2025Q2: 1,483 shares; 2025Q3: 1,489 shares; 2025Q4: 1,527 shares 1,527 $371K 0.01% +38 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,613 shares; 2024Q4: 11,805 shares; 2025Q1: 12,043 shares; 2025Q2: 11,587 shares; 2025Q3: 11,483 shares; 2025Q4: 11,385 shares 11,385 $371K 0.01% -98 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 5,651 shares; 2025Q1: 5,678 shares; 2025Q2: 3,762 shares; 2025Q3: 3,413 shares; 2025Q4: 2,185 shares 2,185 $369K 0.01% -1,228 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,900 shares; 2024Q4: 16,539 shares; 2025Q1: 19,275 shares; 2025Q2: 16,334 shares; 2025Q3: 16,552 shares; 2025Q4: 18,201 shares 18,201 $368K 0.01% +1,649 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 6,361 shares; 2025Q1: 5,423 shares; 2025Q2: 5,114 shares; 2025Q3: 5,158 shares; 2025Q4: 3,550 shares 3,550 $368K 0.01% -1,608 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 8,070 shares; 2025Q1: 6,483 shares; 2025Q2: 6,487 shares; 2025Q3: 6,489 shares; 2025Q4: 6,446 shares 6,446 $367K 0.01% -43 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,942 shares 2,942 $365K 0.01% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,006 shares; 2025Q3: 14,044 shares; 2025Q4: 11,499 shares 11,499 $364K 0.01% -2,545 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,414 shares; 2024Q4: 10,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares; 2025Q4: 12,492 shares 12,492 $360K 0.01% +340 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,496 shares; 2025Q3: 7,552 shares; 2025Q4: 7,684 shares 7,684 $359K 0.01% +132 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,457 shares; 2025Q1: 7,866 shares; 2025Q2: 3,291 shares; 2025Q3: 3,291 shares; 2025Q4: 3,207 shares 3,207 $359K 0.01% -84 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 929 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 911 shares; 2025Q4: 920 shares 920 $358K 0.01% +9 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,929 shares; 2024Q4: 22,591 shares; 2025Q1: 22,159 shares; 2025Q2: 1,882 shares; 2025Q3: 1,904 shares; 2025Q4: 1,834 shares 1,834 $357K 0.01% -70 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,520 shares; 2025Q2: 11,451 shares; 2025Q3: 10,976 shares; 2025Q4: 6,751 shares 6,751 $356K 0.01% -4,225 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,103 shares; 2025Q2: 5,670 shares; 2025Q3: not reported; 2025Q4: 4,809 shares 4,809 $354K 0.01% new Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,099 shares; 2025Q2: 9,479 shares; 2025Q3: 8,880 shares; 2025Q4: 9,375 shares 9,375 $354K 0.01% +495 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,759 shares; 2024Q4: 16,347 shares; 2025Q1: 2,883 shares; 2025Q2: 2,433 shares; 2025Q3: 3,913 shares; 2025Q4: 1,370 shares 1,370 $354K 0.01% -2,543 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,906 shares; 2025Q1: 3,441 shares; 2025Q2: 2,758 shares; 2025Q3: 2,802 shares; 2025Q4: 2,750 shares 2,750 $354K 0.01% -52 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,566 shares; 2024Q4: 41,905 shares; 2025Q1: 41,843 shares; 2025Q2: 15,656 shares; 2025Q3: 16,113 shares; 2025Q4: 15,443 shares 15,443 $354K 0.01% -670 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,461 shares; 2024Q4: 30,507 shares; 2025Q1: 30,507 shares; 2025Q2: 29,707 shares; 2025Q3: 30,477 shares; 2025Q4: 23,751 shares 23,751 $352K 0.01% -6,726 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,277 shares; 2025Q4: 4,187 shares 4,187 $351K 0.01% +910 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 701 shares; 2025Q1: 795 shares; 2025Q2: 798 shares; 2025Q3: 804 shares; 2025Q4: 828 shares 828 $349K 0.01% +24 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,720 shares; 2025Q1: 21,879 shares; 2025Q2: 5,806 shares; 2025Q3: 5,744 shares; 2025Q4: 4,600 shares 4,600 $349K 0.01% -1,144 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 3,738 shares; 2025Q1: 3,501 shares; 2025Q2: 3,556 shares; 2025Q3: 4,361 shares; 2025Q4: 4,399 shares 4,399 $348K 0.01% +38 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,270 shares; 2025Q1: 4,260 shares; 2025Q2: 4,260 shares; 2025Q3: 3,117 shares; 2025Q4: 6,004 shares 6,004 $348K 0.01% +2,887 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,482 shares; 2025Q1: 2,090 shares; 2025Q2: 1,762 shares; 2025Q3: 1,690 shares; 2025Q4: 1,585 shares 1,585 $344K 0.01% -105 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 520 shares; 2025Q1: 376 shares; 2025Q2: 387 shares; 2025Q3: 437 shares; 2025Q4: 424 shares 424 $344K 0.01% -13 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: not reported; 2025Q1: 7,125 shares; 2025Q2: 7,238 shares; 2025Q3: 8,129 shares; 2025Q4: 7,714 shares 7,714 $343K 0.01% -415 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 8,318 shares; 2025Q1: 8,442 shares; 2025Q2: 8,449 shares; 2025Q3: 8,474 shares; 2025Q4: 8,484 shares 8,484 $338K 0.01% +10 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 12,738 shares; 2025Q1: 15,466 shares; 2025Q2: 16,314 shares; 2025Q3: 15,455 shares; 2025Q4: 10,876 shares 10,876 $337K 0.01% -4,579 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 5,190 shares; 2025Q1: 4,901 shares; 2025Q2: 4,614 shares; 2025Q3: 4,528 shares; 2025Q4: 3,934 shares 3,934 $337K 0.01% -594 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,269 shares; 2024Q4: 15,149 shares; 2025Q1: 13,250 shares; 2025Q2: 12,679 shares; 2025Q3: 14,062 shares; 2025Q4: 4,095 shares 4,095 $333K 0.01% -9,967 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares; 2025Q4: 6,965 shares 6,965 $332K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,958 shares; 2025Q1: 1,960 shares; 2025Q2: 2,677 shares; 2025Q3: 2,682 shares; 2025Q4: 2,240 shares 2,240 $331K 0.01% -442 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,950 shares; 2025Q3: 7,970 shares; 2025Q4: 5,555 shares 5,555 $329K 0.01% -2,415 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,371 shares; 2025Q3: 12,871 shares; 2025Q4: 12,544 shares 12,544 $328K 0.01% -327 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 2,883 shares; 2025Q3: 2,884 shares; 2025Q4: 2,885 shares 2,885 $326K 0.01% +1 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,914 shares; 2024Q4: 49,372 shares; 2025Q1: 47,033 shares; 2025Q2: 29,395 shares; 2025Q3: 29,833 shares; 2025Q4: 24,716 shares 24,716 $325K 0.01% -5,117 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,514 shares; 2025Q3: 10,960 shares; 2025Q4: 14,328 shares 14,328 $321K 0.01% +3,368 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,910 shares; 2025Q2: 6,356 shares; 2025Q3: 6,216 shares; 2025Q4: 6,416 shares 6,416 $320K 0.01% +200 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,431 shares; 2025Q2: 6,449 shares; 2025Q3: 6,423 shares; 2025Q4: 6,499 shares 6,499 $319K 0.01% +76 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,755 shares; 2025Q1: 2,027 shares; 2025Q2: 2,176 shares; 2025Q3: 1,974 shares; 2025Q4: 1,958 shares 1,958 $319K 0.01% -16 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares; 2025Q4: 7,866 shares 7,866 $318K 0.01% +2,843 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,787 shares 6,787 $318K 0.01% new Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,384 shares; 2025Q1: 2,742 shares; 2025Q2: 3,116 shares; 2025Q3: 3,111 shares; 2025Q4: 3,274 shares 3,274 $317K 0.01% +163 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: not reported; 2025Q2: 3,446 shares; 2025Q3: 3,444 shares; 2025Q4: 3,358 shares 3,358 $317K 0.01% -86 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 1,822 shares; 2025Q1: 1,937 shares; 2025Q2: 2,120 shares; 2025Q3: 2,169 shares; 2025Q4: 2,080 shares 2,080 $317K 0.01% -89 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,491 shares; 2025Q1: 4,633 shares; 2025Q2: 4,298 shares; 2025Q3: 5,672 shares; 2025Q4: 5,395 shares 5,395 $316K 0.01% -277 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,005 shares; 2024Q4: 5,044 shares; 2025Q1: 2,707 shares; 2025Q2: 2,254 shares; 2025Q3: 1,378 shares; 2025Q4: 1,438 shares 1,438 $316K 0.01% +60 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 6,211 shares; 2025Q1: 7,966 shares; 2025Q2: 6,331 shares; 2025Q3: 5,626 shares; 2025Q4: 5,396 shares 5,396 $315K 0.01% -230 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 2,879 shares; 2025Q1: 2,750 shares; 2025Q2: 2,492 shares; 2025Q3: 2,367 shares; 2025Q4: 2,580 shares 2,580 $314K 0.01% +213 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,031 shares; 2025Q1: 6,042 shares; 2025Q2: 5,426 shares; 2025Q3: 5,452 shares; 2025Q4: 5,166 shares 5,166 $313K 0.01% -286 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,307 shares; 2025Q1: 2,104 shares; 2025Q2: 2,083 shares; 2025Q3: 2,107 shares; 2025Q4: 2,456 shares 2,456 $313K 0.01% +349 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,968 shares 3,968 $312K 0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: not reported; 2025Q4: 1,463 shares 1,463 $309K 0.01% new Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,979 shares; 2025Q3: 4,663 shares; 2025Q4: 5,951 shares 5,951 $309K 0.01% +1,288 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 10,604 shares; 2025Q1: 10,321 shares; 2025Q2: 10,346 shares; 2025Q3: 7,783 shares; 2025Q4: 7,113 shares 7,113 $308K 0.01% -670 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,940 shares; 2025Q1: 4,949 shares; 2025Q2: 4,949 shares; 2025Q3: 5,000 shares; 2025Q4: 4,958 shares 4,958 $308K 0.01% -42 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,691 shares 4,691 $307K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,101 shares; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 3,633 shares; 2025Q4: 3,666 shares 3,666 $306K 0.01% +33 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,792 shares; 2024Q4: 188,286 shares; 2025Q1: 188,895 shares; 2025Q2: 3,001 shares; 2025Q3: 3,350 shares; 2025Q4: 3,180 shares 3,180 $306K 0.01% -170 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,108 shares; 2025Q2: 1,781 shares; 2025Q3: 2,021 shares; 2025Q4: 2,340 shares 2,340 $304K 0.01% +319 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,280 shares; 2024Q4: 19,766 shares; 2025Q1: 19,408 shares; 2025Q2: 7,933 shares; 2025Q3: 7,922 shares; 2025Q4: 7,298 shares 7,298 $303K 0.01% -624 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 4,925 shares; 2025Q1: 4,767 shares; 2025Q2: 4,613 shares; 2025Q3: 3,986 shares; 2025Q4: 5,005 shares 5,005 $301K 0.01% +1,019 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,558 shares; 2025Q3: 1,509 shares; 2025Q4: 1,461 shares 1,461 $300K 0.01% -48 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 1,043 shares 1,043 $299K 0.01% +772 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,685 shares; 2025Q4: 2,889 shares 2,889 $299K 0.01% +204 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085 shares 1,085 $299K 0.01% new Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,675 shares 11,675 $298K 0.01% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,402 shares; 2025Q2: 13,736 shares; 2025Q3: 17,755 shares; 2025Q4: 19,310 shares 19,310 $296K 0.01% +1,555 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,008 shares 5,008 $294K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,194 shares; 2025Q1: 2,980 shares; 2025Q2: 2,584 shares; 2025Q3: 2,469 shares; 2025Q4: 2,522 shares 2,522 $292K 0.01% +53 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,160 shares 11,160 $292K 0.01% new Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,067 shares; 2025Q3: 3,658 shares; 2025Q4: 3,658 shares 3,658 $291K 0.01% 0 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,320 shares 7,320 $290K 0.01% 0 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,144 shares 9,144 $290K 0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: 7,267 shares; 2025Q1: 8,080 shares; 2025Q2: 7,555 shares; 2025Q3: 7,306 shares; 2025Q4: 7,309 shares 7,309 $288K 0.01% +3 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,807 shares; 2025Q3: 2,808 shares; 2025Q4: 2,756 shares 2,756 $287K 0.01% -52 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,769 shares; 2025Q3: 7,338 shares; 2025Q4: 7,338 shares 7,338 $285K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,115 shares; 2025Q1: 2,304 shares; 2025Q2: 2,213 shares; 2025Q3: 2,144 shares; 2025Q4: 2,703 shares 2,703 $285K 0.01% +559 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 8,177 shares; 2025Q1: not reported; 2025Q2: 5,158 shares; 2025Q3: 4,639 shares; 2025Q4: 4,980 shares 4,980 $283K 0.01% +341 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,836 shares; 2025Q2: 3,902 shares; 2025Q3: 3,636 shares; 2025Q4: 3,033 shares 3,033 $283K 0.01% -603 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 5,044 shares; 2025Q1: 12,049 shares; 2025Q2: 14,433 shares; 2025Q3: 14,746 shares; 2025Q4: 1,953 shares 1,953 $283K 0.01% -12,793 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,679 shares 10,679 $282K 0.01% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 5,889 shares; 2025Q1: 5,357 shares; 2025Q2: 5,371 shares; 2025Q3: 5,239 shares; 2025Q4: 5,239 shares 5,239 $278K 0.01% 0 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,801 shares; 2025Q4: 1,809 shares 1,809 $277K 0.01% +8 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 7,506 shares; 2025Q1: 6,970 shares; 2025Q2: 5,054 shares; 2025Q3: 5,670 shares; 2025Q4: 5,579 shares 5,579 $276K 0.01% -91 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 2,700 shares 2,700 $275K 0.01% +537 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,834 shares; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,390 shares; 2025Q4: 1,380 shares 1,380 $274K 0.01% -10 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,745 shares; 2024Q4: 33,187 shares; 2025Q1: 25,384 shares; 2025Q2: 14,301 shares; 2025Q3: 10,257 shares; 2025Q4: 9,545 shares 9,545 $272K 0.01% -712 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,335 shares 5,335 $272K 0.01% new Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,067 shares; 2024Q4: 14,882 shares; 2025Q1: 14,582 shares; 2025Q2: 14,711 shares; 2025Q3: 10,892 shares; 2025Q4: 10,882 shares 10,882 $272K 0.01% -10 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 2,981 shares; 2025Q1: 3,291 shares; 2025Q2: 2,076 shares; 2025Q3: 2,272 shares; 2025Q4: 1,522 shares 1,522 $268K 0.01% -750 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,148 shares; 2024Q4: 43,928 shares; 2025Q1: 6,598 shares; 2025Q2: 4,140 shares; 2025Q3: 3,563 shares; 2025Q4: 3,350 shares 3,350 $267K 0.01% -213 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares 924 $266K 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,266 shares 1,266 $261K 0.01% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,415 shares; 2024Q4: 8,980 shares; 2025Q1: 15,483 shares; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 8,542 shares 8,542 $258K <0.01% +342 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 992 shares; 2025Q1: 1,132 shares; 2025Q2: 1,192 shares; 2025Q3: 1,217 shares; 2025Q4: 1,317 shares 1,317 $257K <0.01% +100 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 1,431 shares; 2025Q3: 1,392 shares; 2025Q4: 1,176 shares 1,176 $256K <0.01% -216 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,928 shares; 2025Q1: 3,822 shares; 2025Q2: 3,446 shares; 2025Q3: 2,876 shares; 2025Q4: 2,858 shares 2,858 $255K <0.01% -18 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 805 shares; 2025Q2: 802 shares; 2025Q3: 1,520 shares; 2025Q4: 1,010 shares 1,010 $255K <0.01% -510 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 5,709 shares; 2025Q1: 5,632 shares; 2025Q2: 5,204 shares; 2025Q3: 5,171 shares; 2025Q4: 5,126 shares 5,126 $252K <0.01% -45 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 7,144 shares; 2025Q1: 6,838 shares; 2025Q2: 6,615 shares; 2025Q3: 6,525 shares; 2025Q4: 6,650 shares 6,650 $252K <0.01% +125 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,131 shares; 2025Q1: 11,323 shares; 2025Q2: 9,983 shares; 2025Q3: 10,696 shares; 2025Q4: 10,413 shares 10,413 $252K <0.01% -283 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: 8,076 shares; 2025Q1: 8,039 shares; 2025Q2: 5,506 shares; 2025Q3: 5,436 shares; 2025Q4: 5,363 shares 5,363 $252K <0.01% -73 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,191 shares; 2025Q2: 12,406 shares; 2025Q3: 13,406 shares; 2025Q4: 13,228 shares 13,228 $251K <0.01% -178 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 913 shares; 2025Q4: 763 shares 763 $251K <0.01% -150 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 995 shares; 2025Q4: 635 shares 635 $250K <0.01% -360 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,627 shares; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 2,831 shares; 2025Q4: 1,550 shares 1,550 $250K <0.01% -1,281 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 574 shares; 2025Q3: 719 shares; 2025Q4: 651 shares 651 $250K <0.01% -68 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 1,870 shares; 2025Q1: 1,810 shares; 2025Q2: 1,838 shares; 2025Q3: 1,828 shares; 2025Q4: 1,977 shares 1,977 $250K <0.01% +149 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,011 shares; 2024Q4: not reported; 2025Q1: 13,698 shares; 2025Q2: 9,352 shares; 2025Q3: 5,882 shares; 2025Q4: 5,364 shares 5,364 $249K <0.01% -518 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 3,163 shares; 2025Q1: 3,013 shares; 2025Q2: 2,645 shares; 2025Q3: 2,677 shares; 2025Q4: 2,598 shares 2,598 $249K <0.01% -79 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,747 shares; 2025Q1: 2,747 shares; 2025Q2: 2,752 shares; 2025Q3: 2,760 shares; 2025Q4: 2,718 shares 2,718 $249K <0.01% -42 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,640 shares 9,640 $249K <0.01% new Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 3,955 shares; 2025Q1: 3,960 shares; 2025Q2: 2,781 shares; 2025Q3: 2,821 shares; 2025Q4: 2,660 shares 2,660 $248K <0.01% -161 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,610 shares; 2025Q3: 2,618 shares; 2025Q4: 2,626 shares 2,626 $248K <0.01% +8 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,160 shares; 2025Q1: 6,183 shares; 2025Q2: 5,983 shares; 2025Q3: 5,233 shares; 2025Q4: 4,858 shares 4,858 $246K <0.01% -375 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,010 shares; 2024Q4: 20,688 shares; 2025Q1: 20,688 shares; 2025Q2: 20,154 shares; 2025Q3: 20,154 shares; 2025Q4: 20,588 shares 20,588 $240K <0.01% +434 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,849 shares 5,849 $240K <0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,453 shares; 2025Q4: 10,793 shares 10,793 $239K <0.01% +1,340 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 6,673 shares; 2025Q1: 7,791 shares; 2025Q2: 7,299 shares; 2025Q3: 6,333 shares; 2025Q4: 6,290 shares 6,290 $238K <0.01% -43 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: not reported; 2025Q1: 2,457 shares; 2025Q2: 2,228 shares; 2025Q3: 2,293 shares; 2025Q4: 2,683 shares 2,683 $238K <0.01% +390 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,127 shares 4,127 $238K <0.01% new Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,871 shares; 2025Q1: 23,472 shares; 2025Q2: 24,895 shares; 2025Q3: 24,089 shares; 2025Q4: 22,707 shares 22,707 $238K <0.01% -1,382 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: 1,679 shares; 2025Q4: 1,910 shares 1,910 $237K <0.01% +231 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,837 shares; 2024Q4: 9,620 shares; 2025Q1: 1,258 shares; 2025Q2: 705 shares; 2025Q3: 526 shares; 2025Q4: 502 shares 502 $236K <0.01% -24 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,724 shares; 2025Q3: 1,724 shares; 2025Q4: 1,724 shares 1,724 $236K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,886 shares; 2024Q4: 126,435 shares; 2025Q1: 152,085 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,341 shares 8,341 $236K <0.01% new Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,380 shares; 2025Q3: 5,380 shares; 2025Q4: 5,380 shares 5,380 $235K <0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,737 shares; 2024Q4: 20,485 shares; 2025Q1: 19,737 shares; 2025Q2: 19,737 shares; 2025Q3: 13,727 shares; 2025Q4: 13,477 shares 13,477 $235K <0.01% -250 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,935 shares; 2025Q1: 6,935 shares; 2025Q2: 7,076 shares; 2025Q3: 7,068 shares; 2025Q4: 7,060 shares 7,060 $233K <0.01% -8 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,331 shares; 2025Q1: 4,460 shares; 2025Q2: 2,799 shares; 2025Q3: 2,734 shares; 2025Q4: 2,308 shares 2,308 $232K <0.01% -426 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,145 shares; 2025Q2: 18,088 shares; 2025Q3: 18,495 shares; 2025Q4: 17,950 shares 17,950 $232K <0.01% -545 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,544 shares 5,544 $229K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,247 shares; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: 1,553 shares; 2025Q4: 1,659 shares 1,659 $229K <0.01% +106 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,793 shares; 2024Q4: 18,648 shares; 2025Q1: 14,962 shares; 2025Q2: 7,689 shares; 2025Q3: 7,175 shares; 2025Q4: 7,794 shares 7,794 $229K <0.01% +619 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares 1,806 $228K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,193 shares; 2025Q1: 2,078 shares; 2025Q2: 1,976 shares; 2025Q3: 1,922 shares; 2025Q4: 2,020 shares 2,020 $226K <0.01% +98 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,535 shares; 2025Q4: 9,535 shares 9,535 $226K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,720 shares; 2025Q4: 3,742 shares 3,742 $226K <0.01% +22 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,295 shares; 2025Q3: 6,016 shares; 2025Q4: 6,016 shares 6,016 $225K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,206 shares; 2025Q4: 9,212 shares 9,212 $224K <0.01% +6 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,136 shares 6,136 $223K <0.01% new Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,982 shares; 2025Q1: 3,983 shares; 2025Q2: 3,985 shares; 2025Q3: 3,986 shares; 2025Q4: 3,986 shares 3,986 $222K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,650 shares 2,650 $221K <0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,562 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares 1,715 $221K <0.01% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares; 2025Q4: 9,519 shares 9,519 $221K <0.01% -815 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,171 shares; 2024Q4: 11,348 shares; 2025Q1: 10,461 shares; 2025Q2: 9,792 shares; 2025Q3: 10,152 shares; 2025Q4: 9,902 shares 9,902 $221K <0.01% -250 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,860 shares; 2025Q1: 2,586 shares; 2025Q2: 2,501 shares; 2025Q3: 2,527 shares; 2025Q4: 2,521 shares 2,521 $220K <0.01% -6 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,278 shares; 2024Q4: 87,595 shares; 2025Q1: 88,003 shares; 2025Q2: 95,233 shares; 2025Q3: 82,675 shares; 2025Q4: 34,921 shares 34,921 $220K <0.01% -47,754 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 5,219 shares; 2025Q1: 5,219 shares; 2025Q2: 4,258 shares; 2025Q3: 4,258 shares; 2025Q4: 4,258 shares 4,258 $220K <0.01% 0 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,570 shares 7,570 $220K <0.01% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,869 shares 8,869 $220K <0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,723 shares; 2024Q4: 51,825 shares; 2025Q1: 5,376 shares; 2025Q2: 2,400 shares; 2025Q3: 2,257 shares; 2025Q4: 2,154 shares 2,154 $219K <0.01% -103 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 898 shares; 2025Q4: 853 shares 853 $218K <0.01% -45 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $217K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 871 shares; 2025Q4: 968 shares 968 $217K <0.01% +97 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,565 shares; 2024Q4: 53,780 shares; 2025Q1: 53,780 shares; 2025Q2: 51,789 shares; 2025Q3: 51,602 shares; 2025Q4: 2,366 shares 2,366 $216K <0.01% -49,236 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,187 shares; 2024Q4: 13,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,001 shares; 2025Q4: 8,872 shares 8,872 $216K <0.01% -129 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,873 shares; 2025Q4: 9,619 shares 9,619 $216K <0.01% +2,746 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,388 shares 4,388 $216K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,332 shares 1,332 $215K <0.01% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,472 shares; 2025Q4: 4,472 shares 4,472 $215K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 978 shares; 2025Q1: 944 shares; 2025Q2: 994 shares; 2025Q3: 1,004 shares; 2025Q4: 957 shares 957 $214K <0.01% -47 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,273 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,155 shares; 2025Q4: 2,155 shares 2,155 $213K <0.01% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,521 shares 2,521 $213K <0.01% new Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 6,752 shares; 2025Q1: 6,653 shares; 2025Q2: 6,659 shares; 2025Q3: 6,262 shares; 2025Q4: 6,119 shares 6,119 $211K <0.01% -143 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 3,254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,762 shares 1,762 $211K <0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,624 shares; 2024Q4: 30,177 shares; 2025Q1: 24,340 shares; 2025Q2: 24,475 shares; 2025Q3: 26,916 shares; 2025Q4: 34,166 shares 34,166 $211K <0.01% +7,250 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,892 shares; 2024Q4: 17,696 shares; 2025Q1: 20,449 shares; 2025Q2: 19,890 shares; 2025Q3: 9,324 shares; 2025Q4: 9,424 shares 9,424 $210K <0.01% +100 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,724 shares; 2025Q4: 1,733 shares 1,733 $210K <0.01% +9 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,643 shares; 2025Q3: 20,115 shares; 2025Q4: 21,627 shares 21,627 $209K <0.01% +1,512 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 1,831 shares; 2025Q1: 1,650 shares; 2025Q2: 1,443 shares; 2025Q3: 1,151 shares; 2025Q4: 1,136 shares 1,136 $209K <0.01% -15 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,096 shares 2,096 $209K <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,137 shares; 2025Q1: 6,322 shares; 2025Q2: 4,253 shares; 2025Q3: not reported; 2025Q4: 1,859 shares 1,859 $208K <0.01% new Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,011 shares; 2025Q4: 1,949 shares 1,949 $207K <0.01% -62 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,940 shares 11,940 $207K <0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,503 shares; 2025Q1: 5,655 shares; 2025Q2: not reported; 2025Q3: 3,145 shares; 2025Q4: 3,162 shares 3,162 $206K <0.01% +17 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,028 shares 3,028 $204K <0.01% new Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,387 shares; 2025Q3: 8,383 shares; 2025Q4: 6,327 shares 6,327 $204K <0.01% -2,056 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 1,301 shares; 2025Q3: 2,872 shares; 2025Q4: 1,281 shares 1,281 $204K <0.01% -1,591 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 706 shares 706 $204K <0.01% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 8,318 shares; 2025Q1: 765 shares; 2025Q2: 331 shares; 2025Q3: 306 shares; 2025Q4: 296 shares 296 $204K <0.01% -10 Timeline KINS KINGSTONE COS INC More: the full row for KINGSTONE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,067 shares; 2025Q3: 12,525 shares; 2025Q4: 12,100 shares 12,100 $204K <0.01% -425 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 8,432 shares; 2025Q1: 7,954 shares; 2025Q2: 3,359 shares; 2025Q3: 2,929 shares; 2025Q4: 2,548 shares 2,548 $203K <0.01% -381 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,179 shares 4,179 $203K <0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,599 shares; 2025Q4: 883 shares 883 $203K <0.01% -716 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,636 shares 7,636 $202K <0.01% new Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,432 shares 4,432 $201K <0.01% new Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,956 shares; 2025Q3: 7,931 shares; 2025Q4: 5,969 shares 5,969 $201K <0.01% -1,962 Timeline KDK KODIAK AI INC. More: the full row for KODIAK AI INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,300 shares 18,300 $200K <0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,783 shares; 2025Q4: 14,524 shares 14,524 $195K <0.01% +1,741 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,579 shares; 2024Q4: 13,511 shares; 2025Q1: 13,711 shares; 2025Q2: 13,711 shares; 2025Q3: 14,226 shares; 2025Q4: 14,401 shares 14,401 $194K <0.01% +175 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,305 shares 12,305 $193K <0.01% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,297 shares; 2025Q4: 16,512 shares 16,512 $189K <0.01% +1,215 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,743 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares; 2025Q2: 10,050 shares; 2025Q3: 11,050 shares; 2025Q4: 11,050 shares 11,050 $175K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,245 shares 11,245 $149K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,649 shares; 2024Q4: 14,985 shares; 2025Q1: 15,206 shares; 2025Q2: 15,206 shares; 2025Q3: 20,661 shares; 2025Q4: 14,111 shares 14,111 $141K <0.01% -6,550 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 11,665 shares; 2025Q1: 11,665 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares 11,100 $139K <0.01% 0 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,200 shares 39,200 $131K <0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,355 shares 13,355 $127K <0.01% new Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,000 shares 19,000 $125K <0.01% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,926 shares 20,926 $113K <0.01% new Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,210 shares; 2024Q4: 11,890 shares; 2025Q1: 11,890 shares; 2025Q2: 11,016 shares; 2025Q3: 11,016 shares; 2025Q4: 11,316 shares 11,316 $104K <0.01% +300 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,446 shares; 2025Q3: 11,581 shares; 2025Q4: 12,771 shares 12,771 $96.1K <0.01% +1,190 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,475 shares; 2025Q2: 17,205 shares; 2025Q3: 21,615 shares; 2025Q4: 14,965 shares 14,965 $92.3K <0.01% -6,650 Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,538 shares; 2025Q2: 19,128 shares; 2025Q3: 19,128 shares; 2025Q4: 19,128 shares 19,128 $72.3K <0.01% 0 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,395 shares; 2024Q4: 55,860 shares; 2025Q1: 53,417 shares; 2025Q2: 51,309 shares; 2025Q3: 15,470 shares; 2025Q4: 14,380 shares 14,380 $69K <0.01% -1,090 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,400 shares; 2025Q4: 12,900 shares 12,900 $64.1K <0.01% -2,500 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,458 shares; 2025Q4: 10,905 shares 10,905 $63.6K <0.01% -21,553 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,561 shares; 2024Q4: 19,561 shares; 2025Q1: 19,899 shares; 2025Q2: 20,667 shares; 2025Q3: 21,622 shares; 2025Q4: 22,802 shares 22,802 $59.1K <0.01% +1,180 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,048 shares; 2025Q4: 12,752 shares 12,752 $55.9K <0.01% +704 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,236 shares 10,236 $52.2K <0.01% new Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,468 shares; 2025Q3: 11,458 shares; 2025Q4: 12,351 shares 12,351 $47.4K <0.01% +893 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,898 shares; 2025Q1: 15,698 shares; 2025Q2: 15,698 shares; 2025Q3: not reported; 2025Q4: 10,053 shares 10,053 $43.8K <0.01% new Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,536 shares; 2025Q2: 10,536 shares; 2025Q3: 13,519 shares; 2025Q4: 10,536 shares 10,536 $43.8K <0.01% -2,983 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,880 shares; 2025Q4: 17,880 shares 17,880 $35.2K <0.01% 0 Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $29K <0.01% new Timeline TELA TELA BIO INC More: the full row for TELA BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,602 shares 19,602 $23.1K <0.01% new Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,042 shares; 2025Q4: 13,342 shares 13,342 $20.8K <0.01% +300 Timeline GFAI GUARDFORCE AI CO LTD More: the full row for GUARDFORCE AI CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,300 shares 36,300 $20.2K <0.01% new Timeline UPXI UPEXI INC More: the full row for UPEXI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 11,700 shares 11,700 $19.7K <0.01% +1,000 Timeline RALLYBIO CORP RALLYBIO CORP More: the full row for RALLYBIO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $10.3K <0.01% 0 NINE ENERGY SERVICE INC NINE ENERGY SERVICE INC More: the full row for NINE ENERGY SERVICE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,500 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 21,000 shares 21,000 $7.26K <0.01% +1,000 SRXH SRX GLOBAL INC More: the full row for SRX GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,825 shares 14,825 $3.38K <0.01% new Timeline SEASTAR MEDICAL HOLDING CORP SEASTAR MEDICAL HOLDING CORP More: the full row for SEASTAR MEDICAL HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $2K <0.01% 0