FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,056 shares; 2024Q4: 18,318 shares; 2025Q1: 18,081 shares; 2025Q2: 12,998 shares; 2025Q3: 13,615 shares; 2025Q4: 14,265 shares 14,265 $353K 0.01% +650 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 222 shares; 2025Q1: 203 shares; 2025Q2: 2,101 shares; 2025Q3: 2,440 shares; 2025Q4: 607 shares 607 $352K 0.01% -1,833 Timeline BGLD 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: 5,334 shares; 2024Q4: 10,460 shares; 2025Q1: 15,045 shares; 2025Q2: 14,763 shares; 2025Q3: 16,142 shares; 2025Q4: 20,569 shares 20,569 $352K 0.01% +4,427 Timeline GAPR 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: 5,427 shares; 2024Q4: 5,705 shares; 2025Q1: 3,788 shares; 2025Q2: 9,753 shares; 2025Q3: 9,453 shares; 2025Q4: 8,784 shares 8,784 $351K 0.01% -669 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: 5,749 shares; 2024Q4: 4,567 shares; 2025Q1: 3,852 shares; 2025Q2: 3,836 shares; 2025Q3: 4,238 shares; 2025Q4: 5,498 shares 5,498 $350K 0.01% +1,260 Timeline PFFV 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: 13,532 shares; 2024Q4: 13,532 shares; 2025Q1: 13,532 shares; 2025Q2: 13,532 shares; 2025Q3: 13,532 shares; 2025Q4: 15,746 shares 15,746 $350K 0.01% +2,214 Timeline BSEP 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: 14,438 shares; 2024Q4: 13,052 shares; 2025Q1: 12,570 shares; 2025Q2: 12,570 shares; 2025Q3: 12,756 shares; 2025Q4: 7,103 shares 7,103 $350K 0.01% -5,653 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: 2,656 shares; 2024Q4: 2,645 shares; 2025Q1: 1,859 shares; 2025Q2: 2,210 shares; 2025Q3: 2,213 shares; 2025Q4: 1,345 shares 1,345 $349K 0.01% -868 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: 12,836 shares; 2024Q4: 12,836 shares; 2025Q1: 12,359 shares; 2025Q2: 12,359 shares; 2025Q3: 6,814 shares; 2025Q4: 8,798 shares 8,798 $349K 0.01% +1,984 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 10,808 shares; 2025Q1: 10,483 shares; 2025Q2: 10,483 shares; 2025Q3: 10,483 shares; 2025Q4: 11,483 shares 11,483 $348K 0.01% +1,000 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: 4,112 shares; 2024Q4: 4,127 shares; 2025Q1: 4,139 shares; 2025Q2: 4,266 shares; 2025Q3: 4,293 shares; 2025Q4: 4,302 shares 4,302 $348K 0.01% +9 Timeline HYTI 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: 8,121 shares; 2025Q3: 8,121 shares; 2025Q4: 17,569 shares 17,569 $348K 0.01% +9,448 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,598 shares; 2024Q4: 8,282 shares; 2025Q1: 9,056 shares; 2025Q2: 9,337 shares; 2025Q3: 7,724 shares; 2025Q4: 8,149 shares 8,149 $347K 0.01% +425 Timeline SAUG 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: 109,395 shares; 2024Q4: 118,338 shares; 2025Q1: 129,204 shares; 2025Q2: 136,889 shares; 2025Q3: 22,935 shares; 2025Q4: 13,574 shares 13,574 $346K 0.01% -9,361 Timeline DFAI 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: 25,414 shares; 2024Q4: 29,599 shares; 2025Q1: 8,556 shares; 2025Q2: 8,324 shares; 2025Q3: 9,775 shares; 2025Q4: 9,080 shares 9,080 $346K 0.01% -695 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,619 shares; 2024Q4: 38,893 shares; 2025Q1: 40,616 shares; 2025Q2: 40,334 shares; 2025Q3: 40,394 shares; 2025Q4: 40,072 shares 40,072 $345K 0.01% -322 Timeline KOCT 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: 2,944 shares; 2024Q4: 7,424 shares; 2025Q1: 7,424 shares; 2025Q2: 7,424 shares; 2025Q3: 1,141 shares; 2025Q4: 10,210 shares 10,210 $344K 0.01% +9,069 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 397 shares; 2025Q1: 372 shares; 2025Q2: 378 shares; 2025Q3: 1,046 shares; 2025Q4: 1,258 shares 1,258 $344K 0.01% +212 Timeline SCZ 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: 1,735 shares; 2024Q4: 1,697 shares; 2025Q1: 1,473 shares; 2025Q2: 168 shares; 2025Q3: 4,095 shares; 2025Q4: 4,430 shares 4,430 $343K 0.01% +335 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: 1,531 shares; 2024Q4: 1,443 shares; 2025Q1: 1,429 shares; 2025Q2: 1,191 shares; 2025Q3: 1,569 shares; 2025Q4: 1,497 shares 1,497 $343K 0.01% -72 Timeline SCHE 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: 8,242 shares; 2024Q4: 8,193 shares; 2025Q1: 9,050 shares; 2025Q2: 8,712 shares; 2025Q3: 9,540 shares; 2025Q4: 10,463 shares 10,463 $343K 0.01% +923 Timeline PMAY 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: 48,631 shares; 2024Q4: 48,631 shares; 2025Q1: 48,176 shares; 2025Q2: 48,632 shares; 2025Q3: 49,700 shares; 2025Q4: 8,647 shares 8,647 $342K 0.01% -41,053 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 8,846 shares; 2025Q1: 8,970 shares; 2025Q2: 9,453 shares; 2025Q3: 9,336 shares; 2025Q4: 8,249 shares 8,249 $342K 0.01% -1,087 Timeline USHY 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: 12,904 shares; 2024Q4: 13,321 shares; 2025Q1: 8,976 shares; 2025Q2: 9,462 shares; 2025Q3: 9,162 shares; 2025Q4: 9,117 shares 9,117 $341K 0.01% -45 Timeline ZAUG 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: 3,883 shares; 2024Q4: 3,883 shares; 2025Q1: 3,883 shares; 2025Q2: 3,560 shares; 2025Q3: 14,475 shares; 2025Q4: 12,759 shares 12,759 $341K 0.01% -1,716 Timeline IMTM 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: 5,914 shares; 2024Q4: 7,802 shares; 2025Q1: 8,206 shares; 2025Q2: 19,057 shares; 2025Q3: 7,519 shares; 2025Q4: 7,088 shares 7,088 $340K 0.01% -431 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,572 shares; 2025Q1: 3,476 shares; 2025Q2: 3,394 shares; 2025Q3: 3,413 shares; 2025Q4: 3,500 shares 3,500 $340K 0.01% +87 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 9,438 shares; 2025Q1: 8,458 shares; 2025Q2: 5,113 shares; 2025Q3: 4,892 shares; 2025Q4: 4,891 shares 4,891 $339K 0.01% -1 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,480 shares; 2025Q1: 3,267 shares; 2025Q2: 3,211 shares; 2025Q3: 3,242 shares; 2025Q4: 3,409 shares 3,409 $339K 0.01% +167 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458 shares; 2025Q4: 8,577 shares 8,577 $338K 0.01% +8,119 Timeline FTCE 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: 13,550 shares 13,550 $337K 0.01% new Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,952 shares; 2024Q4: 11,233 shares; 2025Q1: 10,917 shares; 2025Q2: 10,844 shares; 2025Q3: 8,864 shares; 2025Q4: 7,562 shares 7,562 $337K 0.01% -1,302 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: 885 shares; 2024Q4: 935 shares; 2025Q1: 917 shares; 2025Q2: 1,475 shares; 2025Q3: 1,204 shares; 2025Q4: 1,300 shares 1,300 $336K 0.01% +96 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 5,311 shares; 2025Q1: 5,137 shares; 2025Q2: 4,720 shares; 2025Q3: 4,316 shares; 2025Q4: 4,809 shares 4,809 $335K 0.01% +493 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 505 shares; 2025Q1: 895 shares; 2025Q2: 2,108 shares; 2025Q3: 2,054 shares; 2025Q4: 5,675 shares 5,675 $333K 0.01% +3,621 Timeline ISCV 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: 2,700 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 4,850 shares 4,850 $332K 0.01% +2,350 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 84 shares; 2025Q1: 141 shares; 2025Q2: 182 shares; 2025Q3: 279 shares; 2025Q4: 492 shares 492 $332K 0.01% +213 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: 11,132 shares; 2024Q4: 9,014 shares; 2025Q1: 9,026 shares; 2025Q2: 8,137 shares; 2025Q3: 8,091 shares; 2025Q4: 6,504 shares 6,504 $331K 0.01% -1,587 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,959 shares; 2025Q4: 13,063 shares 13,063 $331K 0.01% +104 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,485 shares; 2025Q1: 1,624 shares; 2025Q2: 1,804 shares; 2025Q3: 2,216 shares; 2025Q4: 2,519 shares 2,519 $330K 0.01% +303 Timeline MUNI 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: 4,633 shares; 2024Q4: 2,166 shares; 2025Q1: 4,132 shares; 2025Q2: 5,543 shares; 2025Q3: 5,856 shares; 2025Q4: 6,281 shares 6,281 $329K 0.01% +425 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: 3,307 shares; 2024Q4: 3,465 shares; 2025Q1: 4,810 shares; 2025Q2: 5,041 shares; 2025Q3: 5,728 shares; 2025Q4: 6,480 shares 6,480 $329K 0.01% +752 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,016 shares; 2024Q4: 14,134 shares; 2025Q1: 17,799 shares; 2025Q2: 14,280 shares; 2025Q3: 15,039 shares; 2025Q4: 15,027 shares 15,027 $329K 0.01% -12 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: 7,133 shares; 2024Q4: 7,906 shares; 2025Q1: 8,746 shares; 2025Q2: 7,843 shares; 2025Q3: 5,840 shares; 2025Q4: 5,616 shares 5,616 $328K 0.01% -224 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: 5,261 shares; 2025Q1: 8,877 shares; 2025Q2: 8,877 shares; 2025Q3: 9,907 shares; 2025Q4: 9,563 shares 9,563 $328K 0.01% -344 Timeline RSPM 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: 7,375 shares; 2024Q4: 7,690 shares; 2025Q1: 7,980 shares; 2025Q2: 7,012 shares; 2025Q3: 9,438 shares; 2025Q4: 9,617 shares 9,617 $328K 0.01% +179 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 10,580 shares; 2025Q1: 11,757 shares; 2025Q2: 11,757 shares; 2025Q3: 12,349 shares; 2025Q4: 12,376 shares 12,376 $328K 0.01% +27 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 2,163 shares; 2025Q1: 2,354 shares; 2025Q2: 2,454 shares; 2025Q3: 2,299 shares; 2025Q4: 1,589 shares 1,589 $328K 0.01% -710 Timeline LONZ 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: 7,025 shares; 2024Q4: 7,025 shares; 2025Q1: 7,025 shares; 2025Q2: 6,946 shares; 2025Q3: 6,680 shares; 2025Q4: 6,504 shares 6,504 $327K 0.01% -176 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,177 shares; 2025Q1: 1,278 shares; 2025Q2: 1,506 shares; 2025Q3: 1,600 shares; 2025Q4: 1,680 shares 1,680 $327K 0.01% +80 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,029 shares; 2024Q4: 36,572 shares; 2025Q1: 23,086 shares; 2025Q2: 10,591 shares; 2025Q3: 9,632 shares; 2025Q4: 9,336 shares 9,336 $325K 0.01% -296 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: 1,178 shares; 2024Q4: 1,517 shares; 2025Q1: 1,985 shares; 2025Q2: 2,532 shares; 2025Q3: 2,540 shares; 2025Q4: 2,569 shares 2,569 $325K 0.01% +29 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: 1,370 shares; 2024Q4: 1,277 shares; 2025Q1: 1,284 shares; 2025Q2: 1,133 shares; 2025Q3: 7,836 shares; 2025Q4: 1,176 shares 1,176 $324K 0.01% -6,660 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,528 shares; 2025Q3: 4,523 shares; 2025Q4: 4,641 shares 4,641 $324K 0.01% +118 Timeline FSIG 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: 28,877 shares; 2024Q4: 32,014 shares; 2025Q1: 40,249 shares; 2025Q2: 45,124 shares; 2025Q3: 52,665 shares; 2025Q4: 16,863 shares 16,863 $324K 0.01% -35,802 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: 3,146 shares; 2024Q4: 3,302 shares; 2025Q1: 3,239 shares; 2025Q2: 3,113 shares; 2025Q3: 3,307 shares; 2025Q4: 3,261 shares 3,261 $322K 0.01% -46 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: 1,033 shares; 2024Q4: 1,128 shares; 2025Q1: 1,150 shares; 2025Q2: 1,101 shares; 2025Q3: 1,201 shares; 2025Q4: 1,181 shares 1,181 $320K 0.01% -20 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 2,863 shares; 2025Q1: 2,790 shares; 2025Q2: 2,504 shares; 2025Q3: 2,585 shares; 2025Q4: 2,560 shares 2,560 $319K 0.01% -25 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,104 shares; 2024Q4: 21,278 shares; 2025Q1: 34,957 shares; 2025Q2: 36,913 shares; 2025Q3: 41,716 shares; 2025Q4: 42,765 shares 42,765 $317K 0.01% +1,049 Timeline SUSC 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: 12,506 shares; 2024Q4: 12,037 shares; 2025Q1: 13,924 shares; 2025Q2: 13,583 shares; 2025Q3: 14,197 shares; 2025Q4: 13,472 shares 13,472 $315K 0.01% -725 Timeline IDEC 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: 59 shares; 2024Q4: 672 shares; 2025Q1: 784 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 9,726 shares 9,726 $314K 0.01% +9,054 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: 3,112 shares; 2024Q4: 10,052 shares; 2025Q1: 10,271 shares; 2025Q2: 10,762 shares; 2025Q3: 10,998 shares; 2025Q4: 8,309 shares 8,309 $314K 0.01% -2,689 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,855 shares; 2025Q1: 4,855 shares; 2025Q2: 4,855 shares; 2025Q3: 4,855 shares; 2025Q4: 4,855 shares 4,855 $313K 0.01% 0 Timeline MAYM 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: 11,371 shares; 2025Q3: 11,371 shares; 2025Q4: 9,705 shares 9,705 $313K 0.01% -1,666 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 153,547 shares; 2025Q2: 135,770 shares; 2025Q3: 26,305 shares; 2025Q4: 11,385 shares 11,385 $312K 0.01% -14,920 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 5,365 shares; 2025Q1: 7,966 shares; 2025Q2: 6,377 shares; 2025Q3: 6,846 shares; 2025Q4: 6,505 shares 6,505 $312K 0.01% -341 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: 2,316 shares; 2024Q4: 2,367 shares; 2025Q1: 3,517 shares; 2025Q2: 2,767 shares; 2025Q3: 2,753 shares; 2025Q4: 2,747 shares 2,747 $311K 0.01% -6 Timeline FYT 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: 8,141 shares; 2024Q4: 7,738 shares; 2025Q1: 7,595 shares; 2025Q2: 6,551 shares; 2025Q3: 6,285 shares; 2025Q4: 5,479 shares 5,479 $311K 0.01% -806 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 2,502 shares; 2025Q1: 2,515 shares; 2025Q2: 4,934 shares; 2025Q3: 5,336 shares; 2025Q4: 5,762 shares 5,762 $310K 0.01% +426 Timeline PRF 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: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,535 shares; 2025Q2: 7,590 shares; 2025Q3: 7,450 shares; 2025Q4: 6,595 shares 6,595 $309K 0.01% -855 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 3,520 shares; 2025Q1: 3,158 shares; 2025Q2: 2,981 shares; 2025Q3: 3,073 shares; 2025Q4: 2,841 shares 2,841 $308K 0.01% -232 Timeline PCF HIGH INCOME SECS FD More: the full row for HIGH INCOME SECS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,770 shares; 2024Q4: 4,973 shares; 2025Q1: 49,621 shares; 2025Q2: 50,642 shares; 2025Q3: 51,684 shares; 2025Q4: 50,077 shares 50,077 $308K 0.01% -1,607 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 3,637 shares; 2025Q1: 4,167 shares; 2025Q2: 4,661 shares; 2025Q3: 5,832 shares; 2025Q4: 6,627 shares 6,627 $308K 0.01% +795 Timeline PSH PGIM ETF TR More: the full row for PGIM 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: 5,905 shares; 2025Q3: 6,011 shares; 2025Q4: 6,098 shares 6,098 $307K 0.01% +87 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: 3,164 shares; 2024Q4: 3,257 shares; 2025Q1: 3,526 shares; 2025Q2: 3,763 shares; 2025Q3: 3,677 shares; 2025Q4: 3,743 shares 3,743 $307K 0.01% +66 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,190 shares; 2025Q1: 2,500 shares; 2025Q2: 2,485 shares; 2025Q3: 2,566 shares; 2025Q4: 4,545 shares 4,545 $306K 0.01% +1,979 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares 4,055 $306K 0.01% 0 Timeline SCMB 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: 504 shares; 2025Q1: 4,592 shares; 2025Q2: 9,252 shares; 2025Q3: 10,929 shares; 2025Q4: 11,873 shares 11,873 $306K 0.01% +944 Timeline IQM 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: 3,915 shares; 2024Q4: 3,951 shares; 2025Q1: 3,127 shares; 2025Q2: 3,144 shares; 2025Q3: 3,221 shares; 2025Q4: 3,498 shares 3,498 $306K 0.01% +277 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,723 shares; 2025Q1: 4,723 shares; 2025Q2: 4,723 shares; 2025Q3: 7,819 shares; 2025Q4: 11,591 shares 11,591 $305K 0.01% +3,772 Timeline TDVI 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: 2,271 shares; 2024Q4: 6,096 shares; 2025Q1: 7,764 shares; 2025Q2: 9,074 shares; 2025Q3: 11,587 shares; 2025Q4: 10,990 shares 10,990 $305K 0.01% -597 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 33 shares; 2025Q1: 45 shares; 2025Q2: 12 shares; 2025Q3: 30 shares; 2025Q4: 2,829 shares 2,829 $304K 0.01% +2,799 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: 10,425 shares; 2025Q1: 10,425 shares; 2025Q2: 10,425 shares; 2025Q3: 10,425 shares; 2025Q4: 10,425 shares 10,425 $303K 0.01% 0 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: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 14,200 shares; 2025Q2: 16,400 shares; 2025Q3: 17,068 shares; 2025Q4: 23,479 shares 23,479 $303K 0.01% +6,411 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,638 shares; 2025Q4: 12,036 shares 12,036 $302K 0.01% +398 Timeline FMF 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: 36,500 shares; 2024Q4: 39,167 shares; 2025Q1: 41,792 shares; 2025Q2: 7,617 shares; 2025Q3: 6,555 shares; 2025Q4: 6,407 shares 6,407 $301K 0.01% -148 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 210 shares; 2025Q1: 226 shares; 2025Q2: 227 shares; 2025Q3: 253 shares; 2025Q4: 322 shares 322 $301K 0.01% +69 Timeline UJAN 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: 11,124 shares; 2024Q4: 10,968 shares; 2025Q1: 11,555 shares; 2025Q2: 8,617 shares; 2025Q3: 8,245 shares; 2025Q4: 6,930 shares 6,930 $300K 0.01% -1,315 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,510 shares; 2025Q4: 2,088 shares 2,088 $300K 0.01% -422 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,340 shares; 2025Q1: 3,538 shares; 2025Q2: 3,946 shares; 2025Q3: 4,140 shares; 2025Q4: 4,457 shares 4,457 $299K 0.01% +317 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: 87 shares; 2025Q2: 114 shares; 2025Q3: 7,601 shares; 2025Q4: 10,884 shares 10,884 $299K 0.01% +3,283 Timeline QVMT 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: 138 shares; 2024Q4: 138 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,655 shares; 2025Q4: 5,235 shares 5,235 $299K 0.01% +3,580 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: 1,283 shares; 2024Q4: 1,275 shares; 2025Q1: 1,220 shares; 2025Q2: 1,234 shares; 2025Q3: 1,244 shares; 2025Q4: 1,191 shares 1,191 $299K 0.01% -53 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER 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: 240 shares; 2025Q4: 8,541 shares 8,541 $298K 0.01% +8,301 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 3,044 shares; 2025Q1: 2,696 shares; 2025Q2: 2,594 shares; 2025Q3: 2,866 shares; 2025Q4: 2,363 shares 2,363 $298K 0.01% -503 Timeline XOCT 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: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 7,873 shares 7,873 $297K 0.01% +4,123 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 2,970 shares; 2025Q1: 2,021 shares; 2025Q2: 2,112 shares; 2025Q3: 3,804 shares; 2025Q4: 3,709 shares 3,709 $297K 0.01% -95 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: 456 shares; 2024Q4: 456 shares; 2025Q1: 482 shares; 2025Q2: 525 shares; 2025Q3: 530 shares; 2025Q4: 580 shares 580 $297K 0.01% +50 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: 212 shares; 2024Q4: 212 shares; 2025Q1: 235 shares; 2025Q2: 260 shares; 2025Q3: 346 shares; 2025Q4: 631 shares 631 $296K 0.01% +285 Timeline IBDS 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: 16,532 shares; 2024Q4: 18,095 shares; 2025Q1: 11,060 shares; 2025Q2: 11,158 shares; 2025Q3: 12,503 shares; 2025Q4: 12,184 shares 12,184 $296K 0.01% -319 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 1,769 shares; 2025Q1: 1,809 shares; 2025Q2: 1,803 shares; 2025Q3: 2,629 shares; 2025Q4: 5,937 shares 5,937 $295K 0.01% +3,308 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,604 shares; 2024Q4: 10,564 shares; 2025Q1: 10,292 shares; 2025Q2: 9,422 shares; 2025Q3: 8,462 shares; 2025Q4: 7,130 shares 7,130 $295K 0.01% -1,332 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 49 shares; 2025Q1: 52 shares; 2025Q2: 51 shares; 2025Q3: 53 shares; 2025Q4: 55 shares 55 $295K 0.01% +2 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 7,817 shares; 2025Q1: 7,277 shares; 2025Q2: 7,285 shares; 2025Q3: 7,337 shares; 2025Q4: 6,631 shares 6,631 $294K 0.01% -706 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 9,396 shares; 2025Q1: 10,388 shares; 2025Q2: 11,520 shares; 2025Q3: 11,809 shares; 2025Q4: 13,942 shares 13,942 $293K 0.01% +2,133 Timeline EUSB 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: 8,529 shares; 2024Q4: 8,307 shares; 2025Q1: 9,335 shares; 2025Q2: 9,523 shares; 2025Q3: 9,326 shares; 2025Q4: 6,665 shares 6,665 $293K 0.01% -2,661 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 636 shares; 2025Q1: 714 shares; 2025Q2: 800 shares; 2025Q3: 1,224 shares; 2025Q4: 1,059 shares 1,059 $291K 0.01% -165 Timeline RKT ROCKET COS INC More: the full row for ROCKET 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: 1,000 shares; 2025Q3: 5,110 shares; 2025Q4: 15,028 shares 15,028 $291K 0.01% +9,918 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: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,351 shares; 2025Q2: 2,094 shares; 2025Q3: 2,096 shares; 2025Q4: 2,056 shares 2,056 $290K 0.01% -40 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,572 shares; 2024Q4: 7,111 shares; 2025Q1: 5,324 shares; 2025Q2: 5,138 shares; 2025Q3: 8,436 shares; 2025Q4: 7,901 shares 7,901 $289K 0.01% -535 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,501 shares; 2025Q1: 2,962 shares; 2025Q2: 2,768 shares; 2025Q3: 2,691 shares; 2025Q4: 4,479 shares 4,479 $288K 0.01% +1,788 Timeline BJUL 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: 13,803 shares; 2024Q4: 13,803 shares; 2025Q1: 13,803 shares; 2025Q2: 12,762 shares; 2025Q3: 16,598 shares; 2025Q4: 5,661 shares 5,661 $287K 0.01% -10,937 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,531 shares; 2024Q4: 13,149 shares; 2025Q1: 2,204 shares; 2025Q2: 40,595 shares; 2025Q3: 38,729 shares; 2025Q4: 8,279 shares 8,279 $287K 0.01% -30,450 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 5,535 shares; 2025Q1: 6,064 shares; 2025Q2: 6,038 shares; 2025Q3: 6,151 shares; 2025Q4: 5,668 shares 5,668 $286K 0.01% -483 Timeline PSTP 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: 9,775 shares; 2024Q4: 10,304 shares; 2025Q1: 9,609 shares; 2025Q2: 9,609 shares; 2025Q3: 9,609 shares; 2025Q4: 8,067 shares 8,067 $285K 0.01% -1,542 Timeline AVIV 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: 4,233 shares; 2024Q4: 4,633 shares; 2025Q1: 3,795 shares; 2025Q2: 4,081 shares; 2025Q3: 4,002 shares; 2025Q4: 4,001 shares 4,001 $285K 0.01% -1 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 2,996 shares; 2025Q1: 2,708 shares; 2025Q2: 2,741 shares; 2025Q3: 4,050 shares; 2025Q4: 4,045 shares 4,045 $285K 0.01% -5 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: 778 shares; 2024Q4: 537 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 446 shares; 2025Q4: 1,177 shares 1,177 $285K 0.01% +731 Timeline TSEP 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: 405 shares; 2025Q1: 1,831 shares; 2025Q2: not reported; 2025Q3: 1,549 shares; 2025Q4: 11,939 shares 11,939 $284K 0.01% +10,390 Timeline RMMZ RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 11,000 shares; 2025Q3: 14,500 shares; 2025Q4: 19,500 shares 19,500 $283K 0.01% +5,000 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: 2,831 shares; 2024Q4: 3,231 shares; 2025Q1: 3,093 shares; 2025Q2: 3,078 shares; 2025Q3: 3,101 shares; 2025Q4: 3,099 shares 3,099 $283K 0.01% -2 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 4,160 shares; 2025Q1: 5,460 shares; 2025Q2: 5,112 shares; 2025Q3: 6,157 shares; 2025Q4: 6,894 shares 6,894 $282K 0.01% +737 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,437 shares; 2025Q1: 2,803 shares; 2025Q2: 2,837 shares; 2025Q3: 2,892 shares; 2025Q4: 2,996 shares 2,996 $282K 0.01% +104 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 1,115 shares; 2025Q4: 8,509 shares 8,509 $281K 0.01% +7,394 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: 7,042 shares; 2024Q4: 7,123 shares; 2025Q1: 6,710 shares; 2025Q2: 6,578 shares; 2025Q3: 6,406 shares; 2025Q4: 5,325 shares 5,325 $281K 0.01% -1,081 Timeline EPI 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: 1,390 shares; 2024Q4: 894 shares; 2025Q1: 3,542 shares; 2025Q2: 3,909 shares; 2025Q3: 4,713 shares; 2025Q4: 6,069 shares 6,069 $281K 0.01% +1,356 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,631 shares; 2025Q1: 3,817 shares; 2025Q2: 3,817 shares; 2025Q3: 3,817 shares; 2025Q4: 10,242 shares 10,242 $281K 0.01% +6,425 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,215 shares; 2024Q4: 9,560 shares; 2025Q1: 5,577 shares; 2025Q2: 5,604 shares; 2025Q3: 5,631 shares; 2025Q4: 5,966 shares 5,966 $280K 0.01% +335 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 6 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 128 shares; 2025Q4: 130 shares 130 $279K 0.01% +2 Timeline NOCT 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: 7,446 shares; 2024Q4: 7,795 shares; 2025Q1: 8,347 shares; 2025Q2: 7,485 shares; 2025Q3: 8,386 shares; 2025Q4: 4,811 shares 4,811 $279K 0.01% -3,575 Timeline OEF 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: 845 shares; 2024Q4: 731 shares; 2025Q1: 415 shares; 2025Q2: 645 shares; 2025Q3: 1,035 shares; 2025Q4: 812 shares 812 $279K 0.01% -223 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 4,583 shares; 2025Q1: 928 shares; 2025Q2: 9,733 shares; 2025Q3: 10,502 shares; 2025Q4: 1,408 shares 1,408 $277K 0.01% -9,094 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: 20,071 shares; 2024Q4: 21,986 shares; 2025Q1: 19,367 shares; 2025Q2: 21,191 shares; 2025Q3: 21,224 shares; 2025Q4: 20,791 shares 20,791 $275K 0.01% -433 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,736 shares 1,736 $274K 0.01% new Timeline JPEF 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: 6,767 shares; 2025Q1: 4,627 shares; 2025Q2: 4,021 shares; 2025Q3: 3,871 shares; 2025Q4: 3,639 shares 3,639 $272K 0.01% -232 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 195 shares; 2025Q1: 711 shares; 2025Q2: 844 shares; 2025Q3: 1,145 shares; 2025Q4: 1,193 shares 1,193 $271K 0.01% +48 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,026 shares; 2024Q4: 12,336 shares; 2025Q1: 12,099 shares; 2025Q2: 11,575 shares; 2025Q3: 10,519 shares; 2025Q4: 9,340 shares 9,340 $271K 0.01% -1,179 Timeline IXUS 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: 1,316 shares; 2024Q4: 2,978 shares; 2025Q1: 2,262 shares; 2025Q2: 2,669 shares; 2025Q3: 2,879 shares; 2025Q4: 3,195 shares 3,195 $270K 0.01% +316 Timeline LQDW 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: 818 shares; 2025Q3: 4,612 shares; 2025Q4: 10,994 shares 10,994 $270K 0.01% +6,382 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: 690 shares; 2024Q4: 711 shares; 2025Q1: 758 shares; 2025Q2: 791 shares; 2025Q3: 820 shares; 2025Q4: 869 shares 869 $270K 0.01% +49 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,242 shares 5,242 $269K 0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,589 shares; 2025Q3: 3,806 shares; 2025Q4: 5,871 shares 5,871 $269K 0.01% +2,065 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,014 shares; 2024Q4: 27,823 shares; 2025Q1: 24,190 shares; 2025Q2: 20,290 shares; 2025Q3: 19,547 shares; 2025Q4: 18,757 shares 18,757 $269K 0.01% -790 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,586 shares; 2024Q4: 21,679 shares; 2025Q1: 21,776 shares; 2025Q2: 25,352 shares; 2025Q3: 27,400 shares; 2025Q4: 25,945 shares 25,945 $269K 0.01% -1,455 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: 161 shares; 2024Q4: 409 shares; 2025Q1: 456 shares; 2025Q2: 782 shares; 2025Q3: 1,677 shares; 2025Q4: 1,855 shares 1,855 $268K 0.01% +178 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: 10,687 shares; 2024Q4: 10,687 shares; 2025Q1: 6,687 shares; 2025Q2: 6,959 shares; 2025Q3: 11,002 shares; 2025Q4: 11,576 shares 11,576 $268K 0.01% +574 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: 7,985 shares; 2024Q4: 9,124 shares; 2025Q1: 7,748 shares; 2025Q2: 8,300 shares; 2025Q3: 9,957 shares; 2025Q4: 8,870 shares 8,870 $268K 0.01% -1,087 Timeline DOGG 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: 5,225 shares; 2024Q4: 3,305 shares; 2025Q1: 6,220 shares; 2025Q2: 9,851 shares; 2025Q3: 12,267 shares; 2025Q4: 12,867 shares 12,867 $267K 0.01% +600 Timeline PNOV 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: 5,436 shares; 2024Q4: 10,449 shares; 2025Q1: 9,965 shares; 2025Q2: 9,310 shares; 2025Q3: 9,339 shares; 2025Q4: 6,386 shares 6,386 $267K 0.01% -2,953 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: 5,117 shares; 2024Q4: 4,838 shares; 2025Q1: 5,797 shares; 2025Q2: 5,558 shares; 2025Q3: 8,974 shares; 2025Q4: 7,972 shares 7,972 $267K 0.01% -1,002 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: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 5,175 shares; 2025Q2: 6,473 shares; 2025Q3: 6,473 shares; 2025Q4: 5,703 shares 5,703 $266K 0.01% -770 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 5,185 shares; 2025Q2: 5,185 shares; 2025Q3: 5,185 shares; 2025Q4: 4,996 shares 4,996 $264K 0.01% -189 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,928 shares; 2025Q1: 2,694 shares; 2025Q2: 4,578 shares; 2025Q3: 4,613 shares; 2025Q4: 5,674 shares 5,674 $264K 0.01% +1,061 Timeline XSEP 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: 8,615 shares; 2024Q4: 3,371 shares; 2025Q1: 3,368 shares; 2025Q2: 3,192 shares; 2025Q3: 10,031 shares; 2025Q4: 6,169 shares 6,169 $261K 0.01% -3,862 Timeline GJUN 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: 733 shares; 2024Q4: 733 shares; 2025Q1: 717 shares; 2025Q2: 6,562 shares; 2025Q3: 8,749 shares; 2025Q4: 6,597 shares 6,597 $261K 0.01% -2,152 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 1,264 shares; 2025Q1: 1,135 shares; 2025Q2: 1,209 shares; 2025Q3: 1,311 shares; 2025Q4: 2,182 shares 2,182 $261K 0.01% +871 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 207 shares; 2025Q2: 740 shares; 2025Q3: 759 shares; 2025Q4: 818 shares 818 $261K 0.01% +59 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 266 shares; 2025Q2: 250 shares; 2025Q3: 641 shares; 2025Q4: 3,092 shares 3,092 $261K 0.01% +2,451 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,662 shares; 2024Q4: 12,522 shares; 2025Q1: 10,923 shares; 2025Q2: 10,923 shares; 2025Q3: 10,828 shares; 2025Q4: 9,231 shares 9,231 $260K 0.01% -1,597 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: 1,378 shares; 2024Q4: 1,345 shares; 2025Q1: 1,391 shares; 2025Q2: 1,680 shares; 2025Q3: 2,548 shares; 2025Q4: 2,545 shares 2,545 $260K 0.01% -3 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 374 shares; 2025Q1: 420 shares; 2025Q2: 386 shares; 2025Q3: 394 shares; 2025Q4: 4,751 shares 4,751 $259K 0.01% +4,357 Timeline SHY 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: 3,196 shares; 2024Q4: 2,809 shares; 2025Q1: 3,880 shares; 2025Q2: 3,101 shares; 2025Q3: 3,119 shares; 2025Q4: 3,100 shares 3,100 $257K 0.01% -19 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 666 shares; 2025Q1: 100 shares; 2025Q2: 153 shares; 2025Q3: 138 shares; 2025Q4: 3,375 shares 3,375 $257K 0.01% +3,237 Timeline ICSH 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: 7,554 shares; 2024Q4: 7,572 shares; 2025Q1: 10,861 shares; 2025Q2: 13,774 shares; 2025Q3: 14,179 shares; 2025Q4: 5,072 shares 5,072 $257K 0.01% -9,107 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 937 shares; 2025Q2: 33,656 shares; 2025Q3: 31,974 shares; 2025Q4: 6,194 shares 6,194 $256K 0.01% -25,780 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: 33,255 shares; 2024Q4: 39,260 shares; 2025Q1: 26,694 shares; 2025Q2: 8,289 shares; 2025Q3: 6,239 shares; 2025Q4: 10,289 shares 10,289 $256K 0.01% +4,050 Timeline QBUF 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: 4,741 shares; 2024Q4: 6,972 shares; 2025Q1: 7,273 shares; 2025Q2: 8,360 shares; 2025Q3: 8,360 shares; 2025Q4: 8,676 shares 8,676 $254K 0.01% +316 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: 920 shares; 2024Q4: 1,029 shares; 2025Q1: 1,129 shares; 2025Q2: 1,194 shares; 2025Q3: 942 shares; 2025Q4: 651 shares 651 $253K 0.01% -291 Timeline FTRI 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: 25,326 shares; 2024Q4: 22,143 shares; 2025Q1: 19,474 shares; 2025Q2: 17,248 shares; 2025Q3: 16,902 shares; 2025Q4: 16,115 shares 16,115 $253K 0.01% -787 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: 2,749 shares; 2024Q4: 3,236 shares; 2025Q1: 3,179 shares; 2025Q2: 2,981 shares; 2025Q3: 10,407 shares; 2025Q4: 11,325 shares 11,325 $252K 0.01% +918 Timeline USXF 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: 6,537 shares; 2024Q4: 6,874 shares; 2025Q1: 7,021 shares; 2025Q2: 6,387 shares; 2025Q3: 5,465 shares; 2025Q4: 4,374 shares 4,374 $252K 0.01% -1,091 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,589 shares; 2025Q1: 4,560 shares; 2025Q2: 6,297 shares; 2025Q3: 3,605 shares; 2025Q4: 3,576 shares 3,576 $251K 0.01% -29 Timeline PMAR 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: 10,737 shares; 2024Q4: 10,737 shares; 2025Q1: 11,959 shares; 2025Q2: 12,833 shares; 2025Q3: 12,754 shares; 2025Q4: 5,546 shares 5,546 $249K 0.01% -7,208 Timeline ITB 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: 5,320 shares; 2024Q4: 6,252 shares; 2025Q1: 3,039 shares; 2025Q2: 3,001 shares; 2025Q3: 3,037 shares; 2025Q4: 2,583 shares 2,583 $249K 0.01% -454 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,342 shares; 2025Q1: 1,343 shares; 2025Q2: 1,344 shares; 2025Q3: 1,346 shares; 2025Q4: 1,348 shares 1,348 $249K 0.01% +2 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: 1,455 shares; 2024Q4: 2,068 shares; 2025Q1: 3,062 shares; 2025Q2: 3,071 shares; 2025Q3: 3,586 shares; 2025Q4: 2,924 shares 2,924 $248K 0.01% -662 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 206 shares; 2025Q3: 348 shares; 2025Q4: 1,062 shares 1,062 $248K 0.01% +714 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,205 shares; 2025Q3: 3,967 shares; 2025Q4: 5,625 shares 5,625 $248K 0.01% +1,658 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,614 shares; 2025Q1: 2,611 shares; 2025Q2: 2,519 shares; 2025Q3: 2,677 shares; 2025Q4: 2,908 shares 2,908 $248K 0.01% +231 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: 823 shares; 2024Q4: 815 shares; 2025Q1: 821 shares; 2025Q2: 814 shares; 2025Q3: 1,090 shares; 2025Q4: 1,003 shares 1,003 $248K 0.01% -87 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 377 shares; 2025Q1: 5,662 shares; 2025Q2: 8,534 shares; 2025Q3: 8,625 shares; 2025Q4: 8,637 shares 8,637 $246K <0.01% +12 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,283 shares; 2025Q1: 1,344 shares; 2025Q2: 1,473 shares; 2025Q3: 1,434 shares; 2025Q4: 1,469 shares 1,469 $246K <0.01% +35 Timeline TJUL 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: 34,418 shares; 2024Q4: 28,027 shares; 2025Q1: 24,449 shares; 2025Q2: 13,850 shares; 2025Q3: 9,664 shares; 2025Q4: 8,310 shares 8,310 $246K <0.01% -1,354 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 74 shares; 2025Q3: 16,542 shares; 2025Q4: 16,943 shares 16,943 $246K <0.01% +401 Timeline AJAN 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: 30,334 shares; 2024Q4: 28,251 shares; 2025Q1: 26,761 shares; 2025Q2: 17,702 shares; 2025Q3: 13,757 shares; 2025Q4: 8,806 shares 8,806 $245K <0.01% -4,951 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: 432 shares; 2024Q4: 432 shares; 2025Q1: 477 shares; 2025Q2: 475 shares; 2025Q3: 282 shares; 2025Q4: 853 shares 853 $245K <0.01% +571 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,629 shares; 2024Q4: 15,517 shares; 2025Q1: 90,289 shares; 2025Q2: 10,399 shares; 2025Q3: 10,262 shares; 2025Q4: 6,028 shares 6,028 $244K <0.01% -4,234 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: 1,117 shares; 2024Q4: 1,232 shares; 2025Q1: 1,627 shares; 2025Q2: 1,771 shares; 2025Q3: 1,940 shares; 2025Q4: 2,101 shares 2,101 $244K <0.01% +161 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 682 shares; 2025Q4: 2,208 shares 2,208 $243K <0.01% +1,526 Timeline VTWO 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: 1,794 shares; 2024Q4: 2,059 shares; 2025Q1: 2,397 shares; 2025Q2: 2,371 shares; 2025Q3: 2,324 shares; 2025Q4: 2,434 shares 2,434 $242K <0.01% +110 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: 7,775 shares; 2024Q4: 2,278 shares; 2025Q1: 2,083 shares; 2025Q2: 2,088 shares; 2025Q3: 3,134 shares; 2025Q4: 2,566 shares 2,566 $242K <0.01% -568 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,518 shares; 2025Q4: 5,217 shares 5,217 $242K <0.01% +2,699 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 5,296 shares; 2025Q4: 4,802 shares 4,802 $241K <0.01% -494 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 413 shares; 2025Q2: 1,908 shares; 2025Q3: 1,973 shares; 2025Q4: 2,140 shares 2,140 $239K <0.01% +167 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,284 shares; 2024Q4: 16,284 shares; 2025Q1: 16,284 shares; 2025Q2: 16,284 shares; 2025Q3: 16,284 shares; 2025Q4: 16,284 shares 16,284 $239K <0.01% 0 Timeline GJAN 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: 11,412 shares; 2024Q4: 9,554 shares; 2025Q1: 10,813 shares; 2025Q2: 10,659 shares; 2025Q3: 10,467 shares; 2025Q4: 5,550 shares 5,550 $237K <0.01% -4,917 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 4,798 shares 4,798 $237K <0.01% +4,667 Timeline NDEC 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: 4,483 shares; 2025Q1: 4,483 shares; 2025Q2: 4,483 shares; 2025Q3: 4,426 shares; 2025Q4: 8,528 shares 8,528 $237K <0.01% +4,102 Timeline SPTS 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: 3,797 shares; 2024Q4: 4,808 shares; 2025Q1: 4,683 shares; 2025Q2: 4,926 shares; 2025Q3: 8,016 shares; 2025Q4: 8,018 shares 8,018 $235K <0.01% +2 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,209 shares; 2025Q1: 1,253 shares; 2025Q2: 1,825 shares; 2025Q3: 1,395 shares; 2025Q4: 1,264 shares 1,264 $235K <0.01% -131 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,854 shares; 2025Q3: 2,854 shares; 2025Q4: 2,889 shares 2,889 $234K <0.01% +35 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 348 shares; 2025Q1: 300 shares; 2025Q2: 306 shares; 2025Q3: 454 shares; 2025Q4: 3,466 shares 3,466 $233K <0.01% +3,012 Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 5,794 shares; 2025Q4: 5,794 shares 5,794 $233K <0.01% 0 Timeline GNOV 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: 2,391 shares; 2025Q1: 2,160 shares; 2025Q2: 1,074 shares; 2025Q3: 831 shares; 2025Q4: 5,864 shares 5,864 $233K <0.01% +5,033 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: 585 shares; 2024Q4: 672 shares; 2025Q1: 813 shares; 2025Q2: 1,434 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares 1,569 $232K <0.01% 0 Timeline PRXV PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,659 shares 7,659 $232K <0.01% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,364 shares 1,364 $232K <0.01% +8 Timeline GMAR 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: 27,114 shares; 2024Q4: 17,548 shares; 2025Q1: 7,159 shares; 2025Q2: 6,500 shares; 2025Q3: 6,422 shares; 2025Q4: 5,620 shares 5,620 $230K <0.01% -802 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: 3,058 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,463 shares 2,463 $230K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,492 shares; 2025Q1: 1,197 shares; 2025Q2: 1,207 shares; 2025Q3: 2,430 shares; 2025Q4: 2,094 shares 2,094 $229K <0.01% -336 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,551 shares 2,551 $229K <0.01% new Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY 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: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 2,946 shares 2,946 $229K <0.01% +1,682 Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS 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: 13,738 shares; 2025Q2: 13,239 shares; 2025Q3: 11,664 shares; 2025Q4: 10,436 shares 10,436 $228K <0.01% -1,228 Timeline IVVB 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: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 6,903 shares 6,903 $228K <0.01% +5,235 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,568 shares; 2025Q1: 1,571 shares; 2025Q2: 1,587 shares; 2025Q3: 1,592 shares; 2025Q4: 1,588 shares 1,588 $228K <0.01% -4 Timeline EUFN 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: 664 shares; 2024Q4: 628 shares; 2025Q1: 545 shares; 2025Q2: 32,473 shares; 2025Q3: 16,157 shares; 2025Q4: 6,148 shares 6,148 $228K <0.01% -10,009 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,218 shares; 2024Q4: 7,079 shares; 2025Q1: 5,649 shares; 2025Q2: 5,544 shares; 2025Q3: 4,560 shares; 2025Q4: 4,710 shares 4,710 $227K <0.01% +150 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 238 shares; 2025Q1: 304 shares; 2025Q2: 358 shares; 2025Q3: 394 shares; 2025Q4: 725 shares 725 $227K <0.01% +331 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 4,766 shares; 2025Q1: 5,061 shares; 2025Q2: 4,982 shares; 2025Q3: 4,993 shares; 2025Q4: 4,513 shares 4,513 $226K <0.01% -480 Timeline SPHD 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: 4,216 shares; 2024Q4: 4,068 shares; 2025Q1: 4,070 shares; 2025Q2: 3,945 shares; 2025Q3: 3,724 shares; 2025Q4: 4,692 shares 4,692 $225K <0.01% +968 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 3,162 shares 3,162 $225K <0.01% +3,157 Timeline ZMAY 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: 58,065 shares; 2025Q3: 57,666 shares; 2025Q4: 8,844 shares 8,844 $225K <0.01% -48,822 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: 12,630 shares; 2024Q4: 12,876 shares; 2025Q1: 10,565 shares; 2025Q2: 6,372 shares; 2025Q3: 6,101 shares; 2025Q4: 4,540 shares 4,540 $225K <0.01% -1,561 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 126 shares; 2025Q1: 196 shares; 2025Q2: 460 shares; 2025Q3: 1,024 shares; 2025Q4: 987 shares 987 $224K <0.01% -37 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: 341 shares; 2024Q4: 342 shares; 2025Q1: 410 shares; 2025Q2: 403 shares; 2025Q3: 464 shares; 2025Q4: 493 shares 493 $224K <0.01% +29 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 3,527 shares; 2025Q3: 3,963 shares; 2025Q4: 595 shares 595 $223K <0.01% -3,368 Timeline PFEB 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: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 7,749 shares; 2025Q2: 8,736 shares; 2025Q3: 6,082 shares; 2025Q4: 5,467 shares 5,467 $223K <0.01% -615 Timeline ICVT 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: 1,633 shares; 2024Q4: 2,211 shares; 2025Q1: 2,050 shares; 2025Q2: 1,282 shares; 2025Q3: 1,588 shares; 2025Q4: 2,259 shares 2,259 $223K <0.01% +671 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 217 shares; 2025Q1: 192 shares; 2025Q2: 200 shares; 2025Q3: 202 shares; 2025Q4: 363 shares 363 $222K <0.01% +161 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 1,000 shares; 2025Q2: 1,200 shares; 2025Q3: 1,033 shares; 2025Q4: 9,044 shares 9,044 $222K <0.01% +8,011 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: 1,362 shares; 2024Q4: 1,316 shares; 2025Q1: 1,283 shares; 2025Q2: 1,341 shares; 2025Q3: 1,681 shares; 2025Q4: 1,757 shares 1,757 $221K <0.01% +76 Timeline QGRO 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: 1,834 shares; 2024Q4: 2,226 shares; 2025Q1: 2,356 shares; 2025Q2: 2,002 shares; 2025Q3: 1,875 shares; 2025Q4: 1,930 shares 1,930 $221K <0.01% +55 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: 4,382 shares; 2024Q4: 5,538 shares; 2025Q1: 5,582 shares; 2025Q2: 8,089 shares; 2025Q3: 9,183 shares; 2025Q4: 9,426 shares 9,426 $221K <0.01% +243 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: 2,866 shares; 2024Q4: 2,962 shares; 2025Q1: 3,212 shares; 2025Q2: 3,078 shares; 2025Q3: 1,912 shares; 2025Q4: 1,837 shares 1,837 $220K <0.01% -75 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 136 shares; 2025Q1: 222 shares; 2025Q2: 187 shares; 2025Q3: 15,136 shares; 2025Q4: 1,275 shares 1,275 $220K <0.01% -13,861 Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,998 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,364 shares; 2025Q3: 10,235 shares; 2025Q4: 9,253 shares 9,253 $219K <0.01% -982 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 7,528 shares; 2025Q1: 15,589 shares; 2025Q2: 15,781 shares; 2025Q3: 17,115 shares; 2025Q4: 13,116 shares 13,116 $219K <0.01% -3,999 Timeline RTH 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: 971 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 922 shares; 2025Q3: 876 shares; 2025Q4: 877 shares 877 $219K <0.01% +1 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,275 shares; 2025Q1: 28,884 shares; 2025Q2: 44,624 shares; 2025Q3: 44,044 shares; 2025Q4: 43,279 shares 43,279 $217K <0.01% -765 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 2,951 shares; 2025Q1: 2,251 shares; 2025Q2: 2,251 shares; 2025Q3: 7,371 shares; 2025Q4: 7,371 shares 7,371 $217K <0.01% 0 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,123 shares; 2025Q4: 8,118 shares 8,118 $217K <0.01% +6,995 Timeline FNCL 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: 1,617 shares; 2024Q4: 1,527 shares; 2025Q1: 1,746 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 2,788 shares 2,788 $217K <0.01% +984 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 2,210 shares; 2025Q1: 2,495 shares; 2025Q2: 2,471 shares; 2025Q3: 2,043 shares; 2025Q4: 1,399 shares 1,399 $216K <0.01% -644 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 2,244 shares; 2025Q2: 2,244 shares; 2025Q3: 2,319 shares; 2025Q4: 4,762 shares 4,762 $216K <0.01% +2,443 Timeline TMFX 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: 500 shares; 2025Q2: 9,332 shares; 2025Q3: 9,971 shares; 2025Q4: 9,972 shares 9,972 $215K <0.01% +1 Timeline GSIE 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: 12,388 shares; 2024Q4: 12,486 shares; 2025Q1: 5,988 shares; 2025Q2: 5,284 shares; 2025Q3: 4,970 shares; 2025Q4: 4,992 shares 4,992 $214K <0.01% +22 Timeline CPSY CALAMOS ETF TR More: the full row for CALAMOS 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: 2,102 shares; 2025Q2: 10,645 shares; 2025Q3: 10,645 shares; 2025Q4: 8,543 shares 8,543 $214K <0.01% -2,102 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,622 shares; 2025Q1: 6,142 shares; 2025Q2: 6,382 shares; 2025Q3: 6,865 shares; 2025Q4: 7,265 shares 7,265 $214K <0.01% +400 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,606 shares; 2025Q1: 2,606 shares; 2025Q2: 2,941 shares; 2025Q3: 2,941 shares; 2025Q4: 3,002 shares 3,002 $213K <0.01% +61 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 5,370 shares; 2025Q1: 6,920 shares; 2025Q2: 6,920 shares; 2025Q3: 6,920 shares; 2025Q4: 9,342 shares 9,342 $211K <0.01% +2,422 Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,644 shares; 2025Q1: 14,180 shares; 2025Q2: 18,942 shares; 2025Q3: 15,791 shares; 2025Q4: 10,504 shares 10,504 $211K <0.01% -5,287 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 3,310 shares; 2025Q2: 3,103 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares 3,381 $211K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,211 shares; 2025Q1: 6,981 shares; 2025Q2: 6,937 shares; 2025Q3: 7,467 shares; 2025Q4: 7,562 shares 7,562 $211K <0.01% +95 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 8,964 shares; 2025Q1: 8,164 shares; 2025Q2: 7,177 shares; 2025Q3: 9,699 shares; 2025Q4: 9,425 shares 9,425 $211K <0.01% -274 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,220 shares; 2024Q4: 7,180 shares; 2025Q1: 12,775 shares; 2025Q2: 11,501 shares; 2025Q3: 6,550 shares; 2025Q4: 5,531 shares 5,531 $211K <0.01% -1,019 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: 1,787 shares; 2024Q4: 1,788 shares; 2025Q1: 2,093 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,600 shares 1,600 $211K <0.01% +8 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: 727 shares; 2024Q4: 689 shares; 2025Q1: 18,210 shares; 2025Q2: 18,079 shares; 2025Q3: 4,516 shares; 2025Q4: 3,474 shares 3,474 $210K <0.01% -1,042 Timeline FCTR 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: 7,502 shares; 2024Q4: 6,001 shares; 2025Q1: 6,001 shares; 2025Q2: 5,894 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares 5,822 $210K <0.01% 0 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: 248 shares; 2024Q4: 250 shares; 2025Q1: 252 shares; 2025Q2: 282 shares; 2025Q3: 235 shares; 2025Q4: 208 shares 208 $210K <0.01% -27 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,011 shares; 2025Q4: 2,011 shares 2,011 $208K <0.01% 0 Timeline EQAL 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: 2,723 shares; 2024Q4: 2,854 shares; 2025Q1: 2,866 shares; 2025Q2: 3,151 shares; 2025Q3: 3,039 shares; 2025Q4: 3,956 shares 3,956 $208K <0.01% +917 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,880 shares; 2025Q1: 6,033 shares; 2025Q2: 5,321 shares; 2025Q3: 6,400 shares; 2025Q4: 9,619 shares 9,619 $207K <0.01% +3,219 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: 7,777 shares; 2024Q4: 7,372 shares; 2025Q1: 4,061 shares; 2025Q2: 3,891 shares; 2025Q3: 3,549 shares; 2025Q4: 4,102 shares 4,102 $207K <0.01% +553 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,252 shares; 2025Q1: 1,235 shares; 2025Q2: 1,107 shares; 2025Q3: 1,378 shares; 2025Q4: 1,463 shares 1,463 $207K <0.01% +85 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,389 shares; 2025Q1: 1,962 shares; 2025Q2: 3,124 shares; 2025Q3: 3,066 shares; 2025Q4: 2,967 shares 2,967 $206K <0.01% -99 Timeline IBDT 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: 10,176 shares; 2024Q4: 11,698 shares; 2025Q1: 4,820 shares; 2025Q2: 7,081 shares; 2025Q3: 8,334 shares; 2025Q4: 8,083 shares 8,083 $206K <0.01% -251 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,588 shares; 2025Q1: 1,573 shares; 2025Q2: 1,115 shares; 2025Q3: 1,235 shares; 2025Q4: 1,490 shares 1,490 $206K <0.01% +255 Timeline MAXJ 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: 7,278 shares; 2025Q4: 7,278 shares 7,278 $205K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,231 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,624 shares 1,624 $205K <0.01% -61 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,507 shares 2,507 $205K <0.01% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 2,825 shares; 2025Q1: 5,152 shares; 2025Q2: 5,152 shares; 2025Q3: 6,285 shares; 2025Q4: 5,590 shares 5,590 $204K <0.01% -695 Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,473 shares; 2024Q4: 23,165 shares; 2025Q1: 11,163 shares; 2025Q2: 12,087 shares; 2025Q3: 7,382 shares; 2025Q4: 5,596 shares 5,596 $203K <0.01% -1,786 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 45 shares; 2025Q1: 340 shares; 2025Q2: 1,372 shares; 2025Q3: 1,326 shares; 2025Q4: 1,138 shares 1,138 $203K <0.01% -188 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 415 shares; 2025Q1: 435 shares; 2025Q2: 407 shares; 2025Q3: 276 shares; 2025Q4: 2,518 shares 2,518 $203K <0.01% +2,242 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 8,026 shares; 2025Q1: 8,026 shares; 2025Q2: 7,176 shares; 2025Q3: 6,726 shares; 2025Q4: 6,326 shares 6,326 $202K <0.01% -400 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,838 shares; 2025Q1: 1,833 shares; 2025Q2: 1,809 shares; 2025Q3: 2,079 shares; 2025Q4: 2,287 shares 2,287 $202K <0.01% +208 Timeline RSJN 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: 8,822 shares; 2024Q4: 8,822 shares; 2025Q1: 8,822 shares; 2025Q2: 8,822 shares; 2025Q3: 9,940 shares; 2025Q4: 5,864 shares 5,864 $201K <0.01% -4,076 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,045 shares; 2025Q4: 9,517 shares 9,517 $201K <0.01% +472 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 9,313 shares; 2025Q1: 7,066 shares; 2025Q2: 6,778 shares; 2025Q3: 6,703 shares; 2025Q4: 11,322 shares 11,322 $201K <0.01% +4,619 Timeline BAUG 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: 8,316 shares; 2024Q4: 7,807 shares; 2025Q1: 7,006 shares; 2025Q2: 7,006 shares; 2025Q3: 7,072 shares; 2025Q4: 3,989 shares 3,989 $200K <0.01% -3,083 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 815 shares; 2025Q1: 1,800 shares; 2025Q2: 1,893 shares; 2025Q3: 2,348 shares; 2025Q4: 2,779 shares 2,779 $199K <0.01% +431 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,701 shares; 2025Q1: 2,695 shares; 2025Q2: 2,722 shares; 2025Q3: 2,723 shares; 2025Q4: 2,351 shares 2,351 $199K <0.01% -372 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,036 shares; 2024Q4: 13,078 shares; 2025Q1: 9,827 shares; 2025Q2: 9,394 shares; 2025Q3: 6,559 shares; 2025Q4: 4,779 shares 4,779 $199K <0.01% -1,780 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 7,348 shares; 2025Q1: 7,380 shares; 2025Q2: 7,412 shares; 2025Q3: 7,443 shares; 2025Q4: 7,477 shares 7,477 $199K <0.01% +34 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,326 shares; 2024Q4: 16,198 shares; 2025Q1: 16,198 shares; 2025Q2: 16,156 shares; 2025Q3: 16,742 shares; 2025Q4: 16,034 shares 16,034 $199K <0.01% -708 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448 shares; 2025Q4: 3,648 shares 3,648 $198K <0.01% +1,200 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: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 4,313 shares; 2025Q3: 4,406 shares; 2025Q4: 8,806 shares 8,806 $198K <0.01% +4,400 Timeline BOCT 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: 2,396 shares; 2024Q4: 7,541 shares; 2025Q1: 7,124 shares; 2025Q2: 6,889 shares; 2025Q3: 6,888 shares; 2025Q4: 3,991 shares 3,991 $197K <0.01% -2,897 Timeline XNOV 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: 11,988 shares; 2024Q4: 26,599 shares; 2025Q1: 24,348 shares; 2025Q2: 24,295 shares; 2025Q3: 14,209 shares; 2025Q4: 5,193 shares 5,193 $197K <0.01% -9,016 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 27,925 shares; 2025Q2: 49,562 shares; 2025Q3: 48,535 shares; 2025Q4: 8,114 shares 8,114 $196K <0.01% -40,421 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,645 shares; 2025Q1: 1,915 shares; 2025Q2: 1,504 shares; 2025Q3: 3,245 shares; 2025Q4: 3,026 shares 3,026 $196K <0.01% -219 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,432 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,463 shares 1,463 $195K <0.01% +31 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,953 shares; 2025Q1: 5,817 shares; 2025Q2: 6,007 shares; 2025Q3: 5,591 shares; 2025Q4: 4,843 shares 4,843 $195K <0.01% -748 Timeline JPLD 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: 1,067 shares; 2024Q4: 1,343 shares; 2025Q1: 1,829 shares; 2025Q2: 2,026 shares; 2025Q3: 3,063 shares; 2025Q4: 3,712 shares 3,712 $194K <0.01% +649 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: 4,988 shares; 2024Q4: 4,938 shares; 2025Q1: 4,938 shares; 2025Q2: 4,238 shares; 2025Q3: 4,409 shares; 2025Q4: 4,473 shares 4,473 $194K <0.01% +64 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 927 shares 927 $194K <0.01% +887 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,980 shares; 2024Q4: 98,532 shares; 2025Q1: 99,229 shares; 2025Q2: 101,846 shares; 2025Q3: 99,267 shares; 2025Q4: 96,653 shares 96,653 $193K <0.01% -2,614 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: 1,038 shares; 2024Q4: 1,128 shares; 2025Q1: 1,021 shares; 2025Q2: 909 shares; 2025Q3: 860 shares; 2025Q4: 890 shares 890 $193K <0.01% +30 Timeline VTC 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: 12,946 shares; 2024Q4: 2,314 shares; 2025Q1: 2,352 shares; 2025Q2: 2,352 shares; 2025Q3: 2,539 shares; 2025Q4: 2,486 shares 2,486 $193K <0.01% -53 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: 9,251 shares; 2024Q4: 9,950 shares; 2025Q1: 9,950 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 20,178 shares 20,178 $192K <0.01% +7,378 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 2,015 shares 2,015 $192K <0.01% +1,852 Timeline PGX 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: 4,463 shares; 2024Q4: 4,559 shares; 2025Q1: 5,720 shares; 2025Q2: 5,624 shares; 2025Q3: 15,416 shares; 2025Q4: 17,028 shares 17,028 $191K <0.01% +1,612 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: 397 shares; 2024Q4: 451 shares; 2025Q1: 342 shares; 2025Q2: 549 shares; 2025Q3: 789 shares; 2025Q4: 2,361 shares 2,361 $191K <0.01% +1,572 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 2,669 shares; 2025Q4: 3,244 shares 3,244 $191K <0.01% +575 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 804 shares; 2025Q1: 1,110 shares; 2025Q2: 1,278 shares; 2025Q3: 1,318 shares; 2025Q4: 2,730 shares 2,730 $191K <0.01% +1,412 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: 18,149 shares; 2024Q4: 18,246 shares; 2025Q1: 15,660 shares; 2025Q2: 15,930 shares; 2025Q3: 19,600 shares; 2025Q4: 19,734 shares 19,734 $191K <0.01% +134 Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 5,056 shares; 2025Q1: 4,946 shares; 2025Q2: 5,391 shares; 2025Q3: 5,391 shares; 2025Q4: 5,391 shares 5,391 $190K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,645 shares; 2024Q4: 11,562 shares; 2025Q1: 11,562 shares; 2025Q2: 63 shares; 2025Q3: 7,501 shares; 2025Q4: 7,241 shares 7,241 $190K <0.01% -260 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 215 shares; 2025Q1: 236 shares; 2025Q2: 309 shares; 2025Q3: 319 shares; 2025Q4: 889 shares 889 $190K <0.01% +570 Timeline EJAN 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: 490 shares; 2024Q4: 490 shares; 2025Q1: 6,050 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 5,599 shares 5,599 $189K <0.01% +1,199 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,172 shares; 2025Q1: 3,905 shares; 2025Q2: 4,564 shares; 2025Q3: 5,812 shares; 2025Q4: 6,476 shares 6,476 $189K <0.01% +664 Timeline KJAN 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: 4,958 shares; 2024Q4: 4,501 shares; 2025Q1: 4,983 shares; 2025Q2: 5,970 shares; 2025Q3: 2,658 shares; 2025Q4: 4,556 shares 4,556 $189K <0.01% +1,898 Timeline QMNV 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: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 8,070 shares 8,070 $189K <0.01% +6,600 Timeline SCHI 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: 10,723 shares; 2024Q4: 14,024 shares; 2025Q1: 13,799 shares; 2025Q2: 6,634 shares; 2025Q3: 8,486 shares; 2025Q4: 8,179 shares 8,179 $188K <0.01% -307 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 1,545 shares; 2025Q1: 3,793 shares; 2025Q2: 3,921 shares; 2025Q3: 5,792 shares; 2025Q4: 5,692 shares 5,692 $187K <0.01% -100 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 859 shares; 2025Q3: 5,257 shares; 2025Q4: 5,505 shares 5,505 $187K <0.01% +248 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,261 shares; 2025Q1: 2,450 shares; 2025Q2: 1,888 shares; 2025Q3: 1,850 shares; 2025Q4: 1,590 shares 1,590 $186K <0.01% -260 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,719 shares; 2025Q4: 4,708 shares 4,708 $186K <0.01% -11 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 312 shares; 2025Q1: 333 shares; 2025Q2: 332 shares; 2025Q3: 336 shares; 2025Q4: 338 shares 338 $186K <0.01% +2 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: 12,736 shares; 2024Q4: 12,736 shares; 2025Q1: 12,229 shares; 2025Q2: 12,155 shares; 2025Q3: 12,155 shares; 2025Q4: 12,155 shares 12,155 $186K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,712 shares; 2025Q4: 6,844 shares 6,844 $186K <0.01% +1,132 Timeline YYY 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: 16,422 shares; 2024Q4: 16,365 shares; 2025Q1: 16,569 shares; 2025Q2: 17,244 shares; 2025Q3: 13,950 shares; 2025Q4: 16,142 shares 16,142 $186K <0.01% +2,192 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 90 shares; 2025Q1: 100 shares; 2025Q2: 129 shares; 2025Q3: 2,981 shares; 2025Q4: 3,137 shares 3,137 $185K <0.01% +156 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 902 shares; 2025Q1: 1,655 shares; 2025Q2: 1,658 shares; 2025Q3: 1,574 shares; 2025Q4: 1,688 shares 1,688 $185K <0.01% +114 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 453 shares; 2025Q1: 1,105 shares; 2025Q2: 1,115 shares; 2025Q3: 1,057 shares; 2025Q4: 890 shares 890 $185K <0.01% -167 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,301 shares; 2025Q1: 1,955 shares; 2025Q2: 1,867 shares; 2025Q3: 1,938 shares; 2025Q4: 9,641 shares 9,641 $184K <0.01% +7,703 Timeline IWS 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: 3,357 shares; 2024Q4: 3,191 shares; 2025Q1: 2,905 shares; 2025Q2: 2,154 shares; 2025Q3: 2,131 shares; 2025Q4: 1,301 shares 1,301 $184K <0.01% -830 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,637 shares 3,637 $183K <0.01% new Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 28,553 shares; 2025Q1: 4,037 shares; 2025Q2: 4,052 shares; 2025Q3: 4,880 shares; 2025Q4: 4,752 shares 4,752 $183K <0.01% -128 Timeline SNOV 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: 6,052 shares; 2025Q1: 8,522 shares; 2025Q2: 7,576 shares; 2025Q3: 7,576 shares; 2025Q4: 7,401 shares 7,401 $183K <0.01% -175 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: 911 shares; 2024Q4: 946 shares; 2025Q1: 944 shares; 2025Q2: 957 shares; 2025Q3: 963 shares; 2025Q4: 1,273 shares 1,273 $183K <0.01% +310 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 6,389 shares 6,389 $182K <0.01% +1,243 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 842 shares; 2025Q1: 900 shares; 2025Q2: 838 shares; 2025Q3: 1,425 shares; 2025Q4: 1,464 shares 1,464 $180K <0.01% +39 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 563 shares 563 $179K <0.01% +185 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,681 shares; 2025Q1: 1,394 shares; 2025Q2: 1,595 shares; 2025Q3: 2,562 shares; 2025Q4: 2,438 shares 2,438 $179K <0.01% -124 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,256 shares; 2025Q1: 7,685 shares; 2025Q2: 9,249 shares; 2025Q3: 9,254 shares; 2025Q4: 7,982 shares 7,982 $178K <0.01% -1,272 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,840 shares; 2025Q2: 2,735 shares; 2025Q3: 3,176 shares; 2025Q4: 3,634 shares 3,634 $178K <0.01% +458 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 3,236 shares; 2025Q1: 4,311 shares; 2025Q2: 4,442 shares; 2025Q3: 4,512 shares; 2025Q4: 4,557 shares 4,557 $178K <0.01% +45 Timeline CBOO CALAMOS ETF TR More: the full row for CALAMOS 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: 7,268 shares 7,268 $178K <0.01% new Timeline NCLO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 7,098 shares 7,098 $178K <0.01% +6,700 Timeline ETW 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: 13,107 shares; 2024Q4: 15,331 shares; 2025Q1: 15,357 shares; 2025Q2: 15,383 shares; 2025Q3: 15,408 shares; 2025Q4: 19,271 shares 19,271 $178K <0.01% +3,863 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: 347 shares; 2024Q4: 281 shares; 2025Q1: 292 shares; 2025Q2: 308 shares; 2025Q3: 336 shares; 2025Q4: 380 shares 380 $177K <0.01% +44 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,106 shares; 2025Q1: 3,121 shares; 2025Q2: 3,121 shares; 2025Q3: 2,721 shares; 2025Q4: 3,018 shares 3,018 $177K <0.01% +297 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,520 shares; 2025Q1: 1,409 shares; 2025Q2: 1,448 shares; 2025Q3: 1,799 shares; 2025Q4: 2,034 shares 2,034 $177K <0.01% +235 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,800 shares 1,800 $176K <0.01% -4 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 851 shares; 2025Q1: 1,218 shares; 2025Q2: 548 shares; 2025Q3: 1,673 shares; 2025Q4: 1,895 shares 1,895 $175K <0.01% +222 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,642 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 4,122 shares; 2025Q4: 4,122 shares 4,122 $175K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 257 shares; 2025Q1: 247 shares; 2025Q2: 268 shares; 2025Q3: 291 shares; 2025Q4: 304 shares 304 $174K <0.01% +13 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,513 shares; 2025Q1: 5,842 shares; 2025Q2: 7,070 shares; 2025Q3: 7,421 shares; 2025Q4: 4,837 shares 4,837 $174K <0.01% -2,584 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: 1,900 shares; 2024Q4: 3,900 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 3,565 shares; 2025Q4: 7,365 shares 7,365 $174K <0.01% +3,800 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 498 shares; 2025Q1: 496 shares; 2025Q2: 512 shares; 2025Q3: 681 shares; 2025Q4: 988 shares 988 $173K <0.01% +307 Timeline EFAV 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: 1,856 shares; 2024Q4: 1,879 shares; 2025Q1: 1,797 shares; 2025Q2: 1,792 shares; 2025Q3: 1,855 shares; 2025Q4: 2,010 shares 2,010 $173K <0.01% +155 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 2,838 shares; 2025Q1: 4,490 shares; 2025Q2: 4,828 shares; 2025Q3: 5,608 shares; 2025Q4: 7,119 shares 7,119 $173K <0.01% +1,511 Timeline ACWI 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: 1,425 shares; 2024Q4: 1,348 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,245 shares; 2025Q4: 1,223 shares 1,223 $173K <0.01% -22 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: 2,528 shares; 2024Q4: 2,475 shares; 2025Q1: 2,589 shares; 2025Q2: 2,581 shares; 2025Q3: 2,559 shares; 2025Q4: 2,354 shares 2,354 $173K <0.01% -205 Timeline TBJL 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: 1,491 shares; 2024Q4: 3,832 shares; 2025Q1: 7,984 shares; 2025Q2: 8,671 shares; 2025Q3: 8,671 shares; 2025Q4: 8,671 shares 8,671 $173K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 141 shares; 2025Q1: 190 shares; 2025Q2: 248 shares; 2025Q3: 309 shares; 2025Q4: 2,522 shares 2,522 $172K <0.01% +2,213 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 93 shares; 2025Q4: 1,734 shares 1,734 $172K <0.01% +1,641 Timeline NUBD 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: 9,196 shares; 2024Q4: 9,061 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares; 2025Q3: 8,465 shares; 2025Q4: 7,669 shares 7,669 $171K <0.01% -796 Timeline URA 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: 1,924 shares; 2024Q4: 1,531 shares; 2025Q1: 2,599 shares; 2025Q2: 2,613 shares; 2025Q3: 3,098 shares; 2025Q4: 3,977 shares 3,977 $170K <0.01% +879 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,181 shares; 2025Q2: 5,542 shares; 2025Q3: 5,871 shares; 2025Q4: 6,387 shares 6,387 $170K <0.01% +516 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 205 shares; 2025Q3: 602 shares; 2025Q4: 698 shares 698 $169K <0.01% +96 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares 1,394 $169K <0.01% 0 Timeline NNOV 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: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 5,883 shares 5,883 $169K <0.01% +4,208 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,408 shares; 2025Q1: 1,890 shares; 2025Q2: 1,908 shares; 2025Q3: 2,180 shares; 2025Q4: 2,181 shares 2,181 $169K <0.01% +1 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: 3,468 shares 3,468 $168K <0.01% new Timeline FLAO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 6,030 shares; 2025Q1: 6,242 shares; 2025Q2: 7,644 shares; 2025Q3: 6,273 shares; 2025Q4: 5,907 shares 5,907 $168K <0.01% -366 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,832 shares; 2024Q4: 10,671 shares; 2025Q1: 9,838 shares; 2025Q2: 9,213 shares; 2025Q3: 11,154 shares; 2025Q4: 10,264 shares 10,264 $168K <0.01% -890 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,941 shares; 2024Q4: 13,166 shares; 2025Q1: 12,431 shares; 2025Q2: 12,106 shares; 2025Q3: 11,395 shares; 2025Q4: 11,190 shares 11,190 $168K <0.01% -205 Timeline ASIA MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,908 shares; 2025Q1: 4,908 shares; 2025Q2: 4,908 shares; 2025Q3: 4,908 shares; 2025Q4: 4,908 shares 4,908 $168K <0.01% 0 Timeline FSCS 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: 243 shares; 2024Q4: 243 shares; 2025Q1: 4,684 shares; 2025Q2: 4,684 shares; 2025Q3: 4,684 shares; 2025Q4: 4,674 shares 4,674 $167K <0.01% -10 Timeline EVTR 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: 350 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 833 shares; 2025Q3: 2,532 shares; 2025Q4: 3,243 shares 3,243 $167K <0.01% +711 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,704 shares 1,704 $167K <0.01% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,816 shares; 2025Q1: 4,816 shares; 2025Q2: 4,776 shares; 2025Q3: 4,776 shares; 2025Q4: 4,776 shares 4,776 $167K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,721 shares; 2025Q1: 1,691 shares; 2025Q2: 1,532 shares; 2025Q3: 2,493 shares; 2025Q4: 2,768 shares 2,768 $166K <0.01% +275 Timeline IMCV 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: 2,308 shares; 2024Q4: 2,567 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 39 shares; 2025Q4: 2,017 shares 2,017 $166K <0.01% +1,978 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,385 shares; 2025Q1: 4,380 shares; 2025Q2: 2,945 shares; 2025Q3: 2,944 shares; 2025Q4: 2,388 shares 2,388 $165K <0.01% -556 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,259 shares; 2025Q1: 1,445 shares; 2025Q2: 1,344 shares; 2025Q3: 1,249 shares; 2025Q4: 1,010 shares 1,010 $165K <0.01% -239 Timeline STIP 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: 1,664 shares; 2024Q4: 1,285 shares; 2025Q1: 1,264 shares; 2025Q2: 2,646 shares; 2025Q3: 3,130 shares; 2025Q4: 1,611 shares 1,611 $165K <0.01% -1,519 Timeline CBOY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,704 shares; 2025Q4: 6,704 shares 6,704 $165K <0.01% 0 Timeline PSCH 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: 3,703 shares; 2025Q4: 3,711 shares 3,711 $163K <0.01% +8 Timeline CRPT 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: 8,214 shares; 2024Q4: 11,110 shares; 2025Q1: 10,843 shares; 2025Q2: 11,008 shares; 2025Q3: 10,687 shares; 2025Q4: 10,885 shares 10,885 $163K <0.01% +198 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 180 shares; 2025Q1: 191 shares; 2025Q2: 169 shares; 2025Q3: 197 shares; 2025Q4: 474 shares 474 $163K <0.01% +277 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR 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: 20,111 shares; 2025Q3: 32,812 shares; 2025Q4: 28,308 shares 28,308 $163K <0.01% -4,504 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 801 shares; 2025Q1: 160 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 2,147 shares 2,147 $163K <0.01% +1,957 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 435 shares; 2025Q1: 403 shares; 2025Q2: 354 shares; 2025Q3: 225 shares; 2025Q4: 211 shares 211 $163K <0.01% -14 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 8,960 shares; 2025Q1: 8,960 shares; 2025Q2: 8,604 shares; 2025Q3: 8,741 shares; 2025Q4: 8,741 shares 8,741 $163K <0.01% 0 Timeline FLTR 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: 6,888 shares; 2024Q4: 6,894 shares; 2025Q1: 6,896 shares; 2025Q2: 6,377 shares; 2025Q3: 6,381 shares; 2025Q4: 6,386 shares 6,386 $163K <0.01% +5 Timeline TOPT 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: 5,200 shares 5,200 $162K <0.01% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 2,978 shares; 2025Q2: 2,978 shares; 2025Q3: 3,001 shares; 2025Q4: 2,759 shares 2,759 $162K <0.01% -242 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 3,588 shares; 2025Q1: 4,001 shares; 2025Q2: 3,827 shares; 2025Q3: 3,450 shares; 2025Q4: 4,368 shares 4,368 $162K <0.01% +918 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 4,377 shares 4,377 $161K <0.01% +3,756 Timeline IGRO 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: 1,936 shares; 2024Q4: 1,937 shares; 2025Q1: 1,919 shares; 2025Q2: 1,935 shares; 2025Q3: 1,936 shares; 2025Q4: 1,944 shares 1,944 $161K <0.01% +8 Timeline PTBD 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: 8,225 shares; 2024Q4: 6,436 shares; 2025Q1: 141,527 shares; 2025Q2: 14,091 shares; 2025Q3: 8,996 shares; 2025Q4: 8,261 shares 8,261 $160K <0.01% -735 Timeline ECOW 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: 38,371 shares; 2024Q4: 38,451 shares; 2025Q1: 11,132 shares; 2025Q2: 10,969 shares; 2025Q3: 6,548 shares; 2025Q4: 6,548 shares 6,548 $160K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 1,520 shares; 2025Q1: 1,519 shares; 2025Q2: 1,524 shares; 2025Q3: 1,547 shares; 2025Q4: 1,598 shares 1,598 $160K <0.01% +51 Timeline GDMN 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: 9,015 shares; 2025Q2: 3,106 shares; 2025Q3: 2,948 shares; 2025Q4: 1,713 shares 1,713 $159K <0.01% -1,235 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,790 shares; 2025Q1: 2,409 shares; 2025Q2: 2,737 shares; 2025Q3: 2,325 shares; 2025Q4: 2,373 shares 2,373 $159K <0.01% +48 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: 24,754 shares; 2024Q4: 24,756 shares; 2025Q1: 24,757 shares; 2025Q2: 3,400 shares; 2025Q3: 3,401 shares; 2025Q4: 3,401 shares 3,401 $159K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,024 shares; 2025Q1: 924 shares; 2025Q2: 2,212 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares 2,144 $158K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,553 shares; 2025Q1: 2,176 shares; 2025Q2: 2,283 shares; 2025Q3: 2,484 shares; 2025Q4: 2,474 shares 2,474 $158K <0.01% -10 Timeline FLTW 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: 2,460 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,627 shares; 2025Q3: 2,603 shares; 2025Q4: 2,587 shares 2,587 $157K <0.01% -16 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 8,917 shares; 2025Q1: 8,930 shares; 2025Q2: 9,150 shares; 2025Q3: 9,077 shares; 2025Q4: 7,970 shares 7,970 $157K <0.01% -1,107 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 5,269 shares; 2025Q1: 4,724 shares; 2025Q2: 4,857 shares; 2025Q3: 36,985 shares; 2025Q4: 4,823 shares 4,823 $157K <0.01% -32,162 Timeline RSPT 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: 3,413 shares; 2024Q4: 3,413 shares; 2025Q1: 3,413 shares; 2025Q2: 3,704 shares; 2025Q3: 3,661 shares; 2025Q4: 3,434 shares 3,434 $156K <0.01% -227 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 15,020 shares; 2025Q1: 15,020 shares; 2025Q2: 15,020 shares; 2025Q3: 15,020 shares; 2025Q4: 14,959 shares 14,959 $156K <0.01% -61 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 262 shares; 2025Q1: 393 shares; 2025Q2: 413 shares; 2025Q3: 498 shares; 2025Q4: 458 shares 458 $156K <0.01% -40 Timeline LQTI 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: 6,000 shares; 2025Q3: 7,302 shares; 2025Q4: 7,741 shares 7,741 $156K <0.01% +439 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 860 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,153 shares; 2025Q4: 1,141 shares 1,141 $156K <0.01% -12 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 733 shares; 2025Q1: 789 shares; 2025Q2: 691 shares; 2025Q3: 658 shares; 2025Q4: 697 shares 697 $156K <0.01% +39 Timeline BSJW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,023 shares 6,023 $155K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 836 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 845 shares; 2025Q4: 2,007 shares 2,007 $155K <0.01% +1,162 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: 8,951 shares; 2024Q4: 10,568 shares; 2025Q1: 12,535 shares; 2025Q2: 12,591 shares; 2025Q3: 6,778 shares; 2025Q4: 6,404 shares 6,404 $155K <0.01% -374 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 11,570 shares; 2025Q1: 10,695 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 10,695 shares 10,695 $154K <0.01% 0 Timeline FSMB 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: 14,175 shares; 2024Q4: 2,742 shares; 2025Q1: 2,742 shares; 2025Q2: 2,722 shares; 2025Q3: 5,200 shares; 2025Q4: 7,690 shares 7,690 $154K <0.01% +2,490 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: 729 shares; 2024Q4: 681 shares; 2025Q1: 640 shares; 2025Q2: 662 shares; 2025Q3: 674 shares; 2025Q4: 855 shares 855 $154K <0.01% +181 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,425 shares; 2025Q1: 3,889 shares; 2025Q2: 3,734 shares; 2025Q3: 3,723 shares; 2025Q4: 3,703 shares 3,703 $154K <0.01% -20 Timeline JGRO 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: 21,587 shares; 2024Q4: 15,837 shares; 2025Q1: 6,102 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 1,652 shares 1,652 $153K <0.01% -2,114 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,365 shares; 2025Q1: 6,175 shares; 2025Q2: 6,521 shares; 2025Q3: 4,296 shares; 2025Q4: 5,645 shares 5,645 $153K <0.01% +1,349 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 438 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 1,799 shares 1,799 $153K <0.01% +1,300 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,369 shares; 2025Q1: 5,369 shares; 2025Q2: 5,417 shares; 2025Q3: 5,854 shares; 2025Q4: 5,450 shares 5,450 $153K <0.01% -404 Timeline BDEC 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: 4,656 shares; 2024Q4: 9,142 shares; 2025Q1: 9,142 shares; 2025Q2: 9,142 shares; 2025Q3: 6,251 shares; 2025Q4: 3,051 shares 3,051 $151K <0.01% -3,200 Timeline GJUL 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: 12,169 shares; 2024Q4: 11,624 shares; 2025Q1: 9,650 shares; 2025Q2: 2,346 shares; 2025Q3: 5,155 shares; 2025Q4: 3,654 shares 3,654 $151K <0.01% -1,501 Timeline SLQD 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: 4,146 shares; 2025Q1: 3,261 shares; 2025Q2: 3,123 shares; 2025Q3: 3,061 shares; 2025Q4: 2,978 shares 2,978 $151K <0.01% -83 Timeline WEBL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 5,528 shares; 2025Q1: 5,528 shares; 2025Q2: 5,528 shares; 2025Q3: 5,518 shares; 2025Q4: 5,518 shares 5,518 $151K <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: 2,581 shares; 2024Q4: 2,218 shares; 2025Q1: 2,313 shares; 2025Q2: 2,692 shares; 2025Q3: 4,959 shares; 2025Q4: 5,320 shares 5,320 $150K <0.01% +361 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: not reported; 2025Q4: 979 shares 979 $150K <0.01% new Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,796 shares; 2025Q1: 1,798 shares; 2025Q2: 1,805 shares; 2025Q3: 1,812 shares; 2025Q4: 1,881 shares 1,881 $150K <0.01% +69 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: not reported; 2024Q4: not reported; 2025Q1: 2,093 shares; 2025Q2: 850 shares; 2025Q3: 6,452 shares; 2025Q4: 2,821 shares 2,821 $149K <0.01% -3,631 Timeline SMDV 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 2,243 shares; 2025Q3: 2,250 shares; 2025Q4: 2,256 shares 2,256 $149K <0.01% +6 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 209 shares; 2025Q3: 219 shares; 2025Q4: 731 shares 731 $149K <0.01% +512 Timeline DDTN 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: not reported; 2025Q3: not reported; 2025Q4: 7,739 shares 7,739 $148K <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,901 shares; 2025Q1: 2,822 shares; 2025Q2: 2,682 shares; 2025Q3: 2,796 shares; 2025Q4: 1,411 shares 1,411 $148K <0.01% -1,385 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 633 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 693 shares; 2025Q4: 692 shares 692 $148K <0.01% -1 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 6,336 shares; 2025Q1: 3,838 shares; 2025Q2: 3,598 shares; 2025Q3: 3,446 shares; 2025Q4: 2,990 shares 2,990 $148K <0.01% -456 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 165 shares; 2025Q1: 171 shares; 2025Q2: 175 shares; 2025Q3: 191 shares; 2025Q4: 419 shares 419 $148K <0.01% +228 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,017 shares; 2025Q4: 4,203 shares 4,203 $148K <0.01% -814 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 454 shares; 2025Q3: 457 shares; 2025Q4: 455 shares 455 $147K <0.01% -2 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,320 shares; 2025Q1: 1,431 shares; 2025Q2: 1,446 shares; 2025Q3: 1,565 shares; 2025Q4: 1,534 shares 1,534 $147K <0.01% -31 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: 109 shares; 2024Q4: 91 shares; 2025Q1: 120 shares; 2025Q2: 129 shares; 2025Q3: 147 shares; 2025Q4: 652 shares 652 $147K <0.01% +505 Timeline FLRN 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: 25,012 shares; 2024Q4: 24,716 shares; 2025Q1: 28,440 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 4,774 shares 4,774 $147K <0.01% -941 Timeline KNGZ 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: 5,970 shares; 2025Q1: 3,162 shares; 2025Q2: 3,162 shares; 2025Q3: 3,162 shares; 2025Q4: 4,089 shares 4,089 $146K <0.01% +927 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: 2,045 shares; 2024Q4: 2,196 shares; 2025Q1: 2,218 shares; 2025Q2: 2,481 shares; 2025Q3: 2,632 shares; 2025Q4: 3,125 shares 3,125 $146K <0.01% +493 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 1,963 shares; 2025Q1: 1,982 shares; 2025Q2: 2,294 shares; 2025Q3: 2,517 shares; 2025Q4: 2,300 shares 2,300 $146K <0.01% -217 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: 4,815 shares; 2024Q4: 6,044 shares; 2025Q1: 5,461 shares; 2025Q2: 6,309 shares; 2025Q3: 6,382 shares; 2025Q4: 6,603 shares 6,603 $146K <0.01% +221 Timeline IYG 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: 1,221 shares; 2024Q4: 1,196 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,303 shares; 2025Q4: 1,577 shares 1,577 $146K <0.01% +274 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,812 shares; 2025Q1: 2,869 shares; 2025Q2: 2,916 shares; 2025Q3: 2,630 shares; 2025Q4: 2,635 shares 2,635 $145K <0.01% +5 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 3,831 shares 3,831 $145K <0.01% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,574 shares 1,574 $145K <0.01% +52 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares 7,700 $144K <0.01% 0 Timeline PSMJ 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: 1,638 shares; 2024Q4: 1,600 shares; 2025Q1: 1,886 shares; 2025Q2: 1,910 shares; 2025Q3: 4,310 shares; 2025Q4: 4,448 shares 4,448 $144K <0.01% +138 Timeline AOCT 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: 5,141 shares; 2025Q1: 6,889 shares; 2025Q2: 6,889 shares; 2025Q3: 6,889 shares; 2025Q4: 5,476 shares 5,476 $143K <0.01% -1,413 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: 2,868 shares; 2024Q4: 2,643 shares; 2025Q1: 2,935 shares; 2025Q2: 2,997 shares; 2025Q3: 2,669 shares; 2025Q4: 2,756 shares 2,756 $143K <0.01% +87 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 419 shares; 2025Q1: 420 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 420 shares 420 $143K <0.01% +1 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: 5,366 shares; 2024Q4: 5,367 shares; 2025Q1: 3,566 shares; 2025Q2: 3,416 shares; 2025Q3: 4,036 shares; 2025Q4: 3,615 shares 3,615 $142K <0.01% -421 Timeline XAR 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: 256 shares; 2024Q4: 249 shares; 2025Q1: 149 shares; 2025Q2: 89 shares; 2025Q3: 51 shares; 2025Q4: 590 shares 590 $142K <0.01% +539 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,414 shares; 2025Q1: 1,282 shares; 2025Q2: 1,311 shares; 2025Q3: 1,291 shares; 2025Q4: 1,126 shares 1,126 $142K <0.01% -165 Timeline SLYV 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: 1,648 shares; 2024Q4: 1,650 shares; 2025Q1: 1,153 shares; 2025Q2: 715 shares; 2025Q3: 1,547 shares; 2025Q4: 1,558 shares 1,558 $142K <0.01% +11 Timeline JANJ 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: 65,489 shares; 2024Q4: 58,699 shares; 2025Q1: 39,760 shares; 2025Q2: 35,134 shares; 2025Q3: 5,535 shares; 2025Q4: 5,715 shares 5,715 $141K <0.01% +180 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 3,136 shares; 2025Q1: 3,373 shares; 2025Q2: 2,379 shares; 2025Q3: 3,102 shares; 2025Q4: 3,375 shares 3,375 $141K <0.01% +273 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: 1,884 shares; 2024Q4: 1,733 shares; 2025Q1: 1,893 shares; 2025Q2: 2,201 shares; 2025Q3: 2,391 shares; 2025Q4: 2,431 shares 2,431 $140K <0.01% +40 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,332 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares 2,332 $140K <0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 6,203 shares; 2025Q1: 6,203 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares; 2025Q4: 6,217 shares 6,217 $139K <0.01% +14 Timeline NJAN 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: 5,053 shares; 2024Q4: 5,047 shares; 2025Q1: 6,038 shares; 2025Q2: 5,128 shares; 2025Q3: 5,099 shares; 2025Q4: 2,524 shares 2,524 $139K <0.01% -2,575 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,443 shares; 2024Q4: 17,464 shares; 2025Q1: 18,217 shares; 2025Q2: 3,716 shares; 2025Q3: 3,458 shares; 2025Q4: 3,470 shares 3,470 $138K <0.01% +12 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares 355 $138K <0.01% 0 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: 5,244 shares; 2024Q4: 6,221 shares; 2025Q1: 5,520 shares; 2025Q2: 5,894 shares; 2025Q3: 6,522 shares; 2025Q4: 12,086 shares 12,086 $138K <0.01% +5,564 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 2,095 shares; 2025Q1: 2,395 shares; 2025Q2: 2,378 shares; 2025Q3: 2,403 shares; 2025Q4: 2,435 shares 2,435 $138K <0.01% +32 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,973 shares; 2025Q4: 5,973 shares 5,973 $138K <0.01% +3,000 Timeline XDAT 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: 2,000 shares; 2024Q4: 2,003 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares; 2025Q4: 5,218 shares 5,218 $138K <0.01% +113 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 4,179 shares; 2025Q2: 4,262 shares; 2025Q3: 4,342 shares; 2025Q4: 5,844 shares 5,844 $137K <0.01% +1,502 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 337 shares; 2025Q1: 313 shares; 2025Q2: 330 shares; 2025Q3: 283 shares; 2025Q4: 226 shares 226 $137K <0.01% -57 Timeline IGF 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: 2,198 shares; 2024Q4: 2,198 shares; 2025Q1: 2,217 shares; 2025Q2: 1,963 shares; 2025Q3: 1,963 shares; 2025Q4: 2,228 shares 2,228 $137K <0.01% +265 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS 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: 393 shares; 2025Q2: 1,609 shares; 2025Q3: 1,722 shares; 2025Q4: 2,168 shares 2,168 $137K <0.01% +446 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: 27,141 shares; 2024Q4: 11,445 shares; 2025Q1: 8,166 shares; 2025Q2: 7,477 shares; 2025Q3: 4,470 shares; 2025Q4: 4,469 shares 4,469 $136K <0.01% -1 Timeline INDA 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: 1,655 shares; 2024Q4: 1,659 shares; 2025Q1: 1,859 shares; 2025Q2: 2,109 shares; 2025Q3: 2,119 shares; 2025Q4: 2,525 shares 2,525 $136K <0.01% +406 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,795 shares; 2025Q1: 2,737 shares; 2025Q2: 2,718 shares; 2025Q3: 2,104 shares; 2025Q4: 2,019 shares 2,019 $136K <0.01% -85 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 769 shares; 2025Q1: 2,201 shares; 2025Q2: 2,257 shares; 2025Q3: 3,686 shares; 2025Q4: 2,708 shares 2,708 $136K <0.01% -978 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,920 shares; 2025Q3: 1,929 shares; 2025Q4: 2,632 shares 2,632 $135K <0.01% +703 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 2 shares; 2025Q4: 1,844 shares 1,844 $135K <0.01% +1,842 Timeline AIVL 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: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares 1,170 $135K <0.01% 0 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,645 shares; 2024Q4: 7,645 shares; 2025Q1: 5,145 shares; 2025Q2: 5,145 shares; 2025Q3: 4,145 shares; 2025Q4: 2,745 shares 2,745 $135K <0.01% -1,400 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 492 shares; 2025Q1: 442 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares 1,292 $134K <0.01% 0 Timeline ZJUN 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: 20,784 shares; 2025Q3: 20,784 shares; 2025Q4: 4,990 shares 4,990 $134K <0.01% -15,794 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 786 shares; 2025Q1: 809 shares; 2025Q2: 798 shares; 2025Q3: 814 shares; 2025Q4: 831 shares 831 $134K <0.01% +17 Timeline SCHJ 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: 9,408 shares; 2024Q4: 14,553 shares; 2025Q1: 5,861 shares; 2025Q2: 5,074 shares; 2025Q3: 5,168 shares; 2025Q4: 5,360 shares 5,360 $133K <0.01% +192 Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 4,427 shares; 2025Q3: 4,427 shares; 2025Q4: 4,403 shares 4,403 $133K <0.01% -24 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 715 shares; 2025Q4: 764 shares 764 $133K <0.01% +49 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,147 shares; 2024Q4: 7,959 shares; 2025Q1: 10,156 shares; 2025Q2: 10,156 shares; 2025Q3: 9,439 shares; 2025Q4: 9,415 shares 9,415 $133K <0.01% -24 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,007 shares; 2024Q4: 8,294 shares; 2025Q1: 6,451 shares; 2025Q2: 5,402 shares; 2025Q3: 5,349 shares; 2025Q4: 5,471 shares 5,471 $133K <0.01% +122 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: 478 shares; 2024Q4: 573 shares; 2025Q1: 444 shares; 2025Q2: 489 shares; 2025Q3: 476 shares; 2025Q4: 591 shares 591 $132K <0.01% +115 Timeline KPRO KRANESHARES TRUST More: the full row for KRANESHARES 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: 2,303 shares; 2025Q2: 4,277 shares; 2025Q3: 4,277 shares; 2025Q4: 4,277 shares 4,277 $132K <0.01% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 1,080 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 4,614 shares 4,614 $132K <0.01% +2,794 Timeline REZ 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: 206 shares; 2024Q4: 2,020 shares; 2025Q1: 2,191 shares; 2025Q2: 1,047 shares; 2025Q3: 1,478 shares; 2025Q4: 1,591 shares 1,591 $132K <0.01% +113 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,256 shares; 2025Q1: 2,071 shares; 2025Q2: 1,975 shares; 2025Q3: 1,962 shares; 2025Q4: 1,656 shares 1,656 $131K <0.01% -306 Timeline JQUA 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: 643 shares; 2024Q4: 627 shares; 2025Q1: 716 shares; 2025Q2: 906 shares; 2025Q3: 1,778 shares; 2025Q4: 2,073 shares 2,073 $131K <0.01% +295 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 93 shares; 2025Q3: 81 shares; 2025Q4: 1,620 shares 1,620 $131K <0.01% +1,539 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 6,668 shares; 2025Q1: 6,668 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares 4,460 $130K <0.01% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 1,257 shares; 2025Q4: 2,580 shares 2,580 $130K <0.01% +1,323 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,415 shares; 2025Q1: 1,557 shares; 2025Q2: 1,830 shares; 2025Q3: 1,868 shares; 2025Q4: 1,872 shares 1,872 $130K <0.01% +4 Timeline