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: not reported; 2024Q4: 5,872 shares; 2025Q1: 6,216 shares; 2025Q2: 6,855 shares; 2025Q3: 7,659 shares; 2025Q4: 10,210 shares 10,210 $513K 0.02% +2,551 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,395 shares; 2024Q4: 10,303 shares; 2025Q1: 10,358 shares; 2025Q2: 10,317 shares; 2025Q3: 9,657 shares; 2025Q4: 9,695 shares 9,695 $505K 0.02% +38 Timeline EVMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,187 shares; 2025Q4: 9,939 shares 9,939 $504K 0.02% +1,752 Timeline IBIE 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: 8,701 shares; 2025Q4: 19,357 shares 19,357 $503K 0.02% +10,656 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,740 shares; 2025Q1: 7,744 shares; 2025Q2: 5,083 shares; 2025Q3: 6,127 shares; 2025Q4: 6,525 shares 6,525 $502K 0.02% +398 Timeline FTHI 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: 20,543 shares; 2025Q3: 20,548 shares; 2025Q4: 21,211 shares 21,211 $501K 0.02% +663 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,573 shares; 2024Q4: 22,361 shares; 2025Q1: 21,023 shares; 2025Q2: 21,960 shares; 2025Q3: 22,499 shares; 2025Q4: 21,548 shares 21,548 $497K 0.02% -951 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 11,230 shares; 2025Q1: 11,163 shares; 2025Q2: 10,893 shares; 2025Q3: 10,893 shares; 2025Q4: 10,843 shares 10,843 $497K 0.02% -50 Timeline IBIH 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: 18,985 shares 18,985 $494K 0.02% new Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS 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: 844 shares 844 $491K 0.02% new Timeline TLT 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: 10,201 shares; 2025Q1: 6,369 shares; 2025Q2: 5,707 shares; 2025Q3: 5,475 shares; 2025Q4: 5,628 shares 5,628 $491K 0.02% +153 Timeline IWY 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: 924 shares; 2025Q1: 1,239 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,766 shares 1,766 $489K 0.02% +390 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: not reported; 2024Q4: 3,375 shares; 2025Q1: not reported; 2025Q2: 5,496 shares; 2025Q3: 6,646 shares; 2025Q4: 7,012 shares 7,012 $489K 0.02% +366 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,178 shares; 2025Q1: 2,331 shares; 2025Q2: 2,332 shares; 2025Q3: 2,142 shares; 2025Q4: 2,377 shares 2,377 $488K 0.02% +235 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,276 shares; 2025Q1: 54,029 shares; 2025Q2: 43,555 shares; 2025Q3: 44,898 shares; 2025Q4: 45,158 shares 45,158 $484K 0.02% +260 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,191 shares; 2024Q4: 16,191 shares; 2025Q1: 13,725 shares; 2025Q2: 14,855 shares; 2025Q3: 15,501 shares; 2025Q4: 15,501 shares 15,501 $484K 0.02% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,188 shares; 2024Q4: 20,240 shares; 2025Q1: 20,916 shares; 2025Q2: 24,684 shares; 2025Q3: 25,638 shares; 2025Q4: 27,278 shares 27,278 $482K 0.02% +1,640 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,497 shares; 2025Q1: 6,460 shares; 2025Q2: 6,543 shares; 2025Q3: 6,543 shares; 2025Q4: 6,525 shares 6,525 $473K 0.02% -18 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,057 shares; 2025Q1: 1,020 shares; 2025Q2: 1,115 shares; 2025Q3: 1,121 shares; 2025Q4: 1,336 shares 1,336 $468K 0.02% +215 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,653 shares; 2025Q1: 1,666 shares; 2025Q2: 1,630 shares; 2025Q3: 1,613 shares; 2025Q4: 1,618 shares 1,618 $466K 0.02% +5 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,926 shares; 2024Q4: 18,068 shares; 2025Q1: 18,028 shares; 2025Q2: 20,608 shares; 2025Q3: 21,159 shares; 2025Q4: 21,374 shares 21,374 $464K 0.02% +215 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,128 shares; 2025Q1: 17,593 shares; 2025Q2: 19,864 shares; 2025Q3: 20,073 shares; 2025Q4: 14,231 shares 14,231 $463K 0.02% -5,842 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,477 shares; 2025Q1: 2,478 shares; 2025Q2: 2,482 shares; 2025Q3: 2,489 shares; 2025Q4: 2,491 shares 2,491 $462K 0.02% +2 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,684 shares; 2025Q1: 8,140 shares; 2025Q2: 9,692 shares; 2025Q3: 9,071 shares; 2025Q4: 3,621 shares 3,621 $461K 0.02% -5,450 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,995 shares; 2025Q1: 8,021 shares; 2025Q2: 9,550 shares; 2025Q3: 8,375 shares; 2025Q4: 7,891 shares 7,891 $461K 0.02% -484 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,626 shares; 2024Q4: 23,275 shares; 2025Q1: 22,967 shares; 2025Q2: 22,626 shares; 2025Q3: 20,449 shares; 2025Q4: 16,937 shares 16,937 $460K 0.02% -3,512 Timeline DOL 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: 6,978 shares; 2025Q1: 6,978 shares; 2025Q2: 6,978 shares; 2025Q3: 6,978 shares; 2025Q4: 6,978 shares 6,978 $460K 0.02% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 13,790 shares; 2025Q1: 13,315 shares; 2025Q2: 13,318 shares; 2025Q3: 13,036 shares; 2025Q4: 13,036 shares 13,036 $459K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,293 shares; 2025Q1: 4,511 shares; 2025Q2: 4,476 shares; 2025Q3: 4,165 shares; 2025Q4: 4,016 shares 4,016 $457K 0.02% -149 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: 12,760 shares; 2025Q4: 21,504 shares 21,504 $454K 0.02% +8,744 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,991 shares; 2025Q1: 12,833 shares; 2025Q2: 13,278 shares; 2025Q3: 17,030 shares; 2025Q4: 18,497 shares 18,497 $452K 0.02% +1,467 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,298 shares; 2024Q4: 25,183 shares; 2025Q1: not reported; 2025Q2: 17,146 shares; 2025Q3: 17,146 shares; 2025Q4: 17,146 shares 17,146 $450K 0.02% 0 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: not reported; 2024Q4: 1,756 shares; 2025Q1: 1,761 shares; 2025Q2: 1,765 shares; 2025Q3: 1,769 shares; 2025Q4: 1,448 shares 1,448 $449K 0.02% -321 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,214 shares; 2025Q1: 5,194 shares; 2025Q2: 4,792 shares; 2025Q3: 4,370 shares; 2025Q4: 4,393 shares 4,393 $447K 0.02% +23 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,163 shares; 2025Q1: 8,107 shares; 2025Q2: 8,698 shares; 2025Q3: 8,969 shares; 2025Q4: 9,213 shares 9,213 $446K 0.02% +244 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,877 shares; 2024Q4: 23,917 shares; 2025Q1: 24,738 shares; 2025Q2: 32,297 shares; 2025Q3: 35,063 shares; 2025Q4: 34,221 shares 34,221 $446K 0.02% -842 Timeline LMBS 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: 31,117 shares; 2024Q4: 22,969 shares; 2025Q1: 34,799 shares; 2025Q2: 25,697 shares; 2025Q3: 12,614 shares; 2025Q4: 8,917 shares 8,917 $446K 0.02% -3,697 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,970 shares; 2025Q4: 5,441 shares 5,441 $434K 0.02% +471 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: not reported; 2024Q4: 624 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 724 shares; 2025Q4: 785 shares 785 $433K 0.02% +61 Timeline ILCG 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: 3,886 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares; 2025Q4: 4,153 shares 4,153 $432K 0.02% 0 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,175 shares; 2024Q4: 21,027 shares; 2025Q1: 21,027 shares; 2025Q2: 21,027 shares; 2025Q3: 21,027 shares; 2025Q4: 18,813 shares 18,813 $432K 0.02% -2,214 Timeline JMST 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: 10,752 shares; 2025Q1: 11,290 shares; 2025Q2: 8,885 shares; 2025Q3: 9,152 shares; 2025Q4: 8,402 shares 8,402 $428K 0.02% -750 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,605 shares; 2025Q1: 4,684 shares; 2025Q2: 4,500 shares; 2025Q3: 4,435 shares; 2025Q4: 4,410 shares 4,410 $427K 0.02% -25 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,698 shares; 2025Q4: 12,455 shares 12,455 $426K 0.02% -243 Timeline VTEI 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: 2,600 shares; 2025Q1: 2,900 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $423K 0.02% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,331 shares; 2024Q4: 72,231 shares; 2025Q1: 69,660 shares; 2025Q2: 72,260 shares; 2025Q3: 72,660 shares; 2025Q4: 67,160 shares 67,160 $423K 0.02% -5,500 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,213 shares; 2025Q2: 7,480 shares; 2025Q3: 8,418 shares; 2025Q4: 7,510 shares 7,510 $423K 0.02% -908 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,637 shares; 2025Q1: 5,619 shares; 2025Q2: 5,623 shares; 2025Q3: 6,199 shares; 2025Q4: 5,926 shares 5,926 $421K 0.02% -273 Timeline EPS 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: 5,811 shares; 2025Q1: 5,811 shares; 2025Q2: 5,811 shares; 2025Q3: 5,927 shares; 2025Q4: 5,927 shares 5,927 $420K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,076 shares; 2025Q4: 3,020 shares 3,020 $413K 0.02% -56 Timeline IMCG 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: 7,449 shares; 2025Q1: 4,826 shares; 2025Q2: 4,985 shares; 2025Q3: 5,050 shares; 2025Q4: 5,156 shares 5,156 $412K 0.02% +106 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,606 shares; 2025Q1: 9,844 shares; 2025Q2: 10,767 shares; 2025Q3: 11,118 shares; 2025Q4: 11,165 shares 11,165 $410K 0.02% +47 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,013 shares; 2025Q1: 8,287 shares; 2025Q2: 8,348 shares; 2025Q3: 8,297 shares; 2025Q4: 8,491 shares 8,491 $406K 0.02% +194 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,028 shares; 2024Q4: 39,610 shares; 2025Q1: 42,173 shares; 2025Q2: 5,852 shares; 2025Q3: 5,887 shares; 2025Q4: 6,734 shares 6,734 $404K 0.02% +847 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 822 shares 822 $403K 0.02% -8 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,051 shares; 2025Q4: 2,176 shares 2,176 $402K 0.02% +125 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,785 shares; 2024Q4: 33,785 shares; 2025Q1: 33,785 shares; 2025Q2: 27,962 shares; 2025Q3: 27,962 shares; 2025Q4: 27,962 shares 27,962 $402K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,840 shares; 2025Q4: 4,536 shares 4,536 $400K 0.02% +696 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,293 shares; 2025Q1: 3,064 shares; 2025Q2: 2,893 shares; 2025Q3: 2,358 shares; 2025Q4: 2,321 shares 2,321 $397K 0.02% -37 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: not reported; 2024Q4: 7,544 shares; 2025Q1: 8,069 shares; 2025Q2: 8,069 shares; 2025Q3: 8,174 shares; 2025Q4: 8,176 shares 8,176 $392K 0.02% +2 Timeline EMLC 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: 14,659 shares; 2024Q4: 14,732 shares; 2025Q1: 15,195 shares; 2025Q2: 12,532 shares; 2025Q3: 14,777 shares; 2025Q4: 15,150 shares 15,150 $391K 0.02% +373 Timeline FTA 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: 14,521 shares; 2024Q4: 5,362 shares; 2025Q1: 5,294 shares; 2025Q2: 4,679 shares; 2025Q3: 5,467 shares; 2025Q4: 4,534 shares 4,534 $391K 0.02% -933 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: not reported; 2024Q4: 659 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645 $390K 0.02% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 9,981 shares; 2025Q1: 10,240 shares; 2025Q2: 10,258 shares; 2025Q3: 10,295 shares; 2025Q4: 10,298 shares 10,298 $390K 0.02% +3 Timeline MGK 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: not reported; 2024Q4: 1,184 shares; 2025Q1: 1,019 shares; 2025Q2: 709 shares; 2025Q3: 821 shares; 2025Q4: 944 shares 944 $390K 0.02% +123 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS 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: 2,267 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,602 shares 4,602 $388K 0.02% new Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,494 shares 15,494 $387K 0.02% new Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,189 shares; 2024Q4: 10,189 shares; 2025Q1: 10,189 shares; 2025Q2: 10,189 shares; 2025Q3: 10,120 shares; 2025Q4: 7,955 shares 7,955 $385K 0.02% -2,165 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: 1,420 shares; 2025Q3: 1,396 shares; 2025Q4: 1,745 shares 1,745 $383K 0.02% +349 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 951 shares 951 $382K 0.02% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 26,983 shares 26,983 $382K 0.02% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,781 shares; 2025Q4: 1,487 shares 1,487 $381K 0.02% -294 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: 9,550 shares; 2025Q4: 15,121 shares 15,121 $380K 0.02% +5,571 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,842 shares; 2025Q1: 2,800 shares; 2025Q2: 2,754 shares; 2025Q3: 2,936 shares; 2025Q4: 2,938 shares 2,938 $379K 0.02% +2 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,171 shares; 2025Q1: 3,144 shares; 2025Q2: 3,511 shares; 2025Q3: 3,460 shares; 2025Q4: 3,337 shares 3,337 $374K 0.02% -123 Timeline JIRE 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: 3,752 shares; 2025Q1: 4,484 shares; 2025Q2: 4,700 shares; 2025Q3: 4,765 shares; 2025Q4: 4,990 shares 4,990 $374K 0.02% +225 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: not reported; 2024Q4: 8,285 shares; 2025Q1: 9,283 shares; 2025Q2: 9,598 shares; 2025Q3: 9,764 shares; 2025Q4: 5,567 shares 5,567 $373K 0.02% -4,197 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP 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: 8,552 shares; 2025Q2: 8,726 shares; 2025Q3: 12,664 shares; 2025Q4: 14,220 shares 14,220 $373K 0.02% +1,556 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,627 shares; 2025Q1: 1,509 shares; 2025Q2: 1,862 shares; 2025Q3: 2,125 shares; 2025Q4: 2,101 shares 2,101 $373K 0.02% -24 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: not reported; 2024Q4: 2,607 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,587 shares; 2025Q4: 2,587 shares 2,587 $365K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,392 shares; 2025Q1: 3,345 shares; 2025Q2: 3,120 shares; 2025Q3: 3,940 shares; 2025Q4: 3,887 shares 3,887 $364K 0.02% -53 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,954 shares; 2025Q4: 5,597 shares 5,597 $363K 0.02% +643 Timeline HEFA 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: 17,758 shares; 2025Q2: 8,145 shares; 2025Q3: 8,587 shares; 2025Q4: 8,764 shares 8,764 $362K 0.02% +177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,881 shares 7,881 $362K 0.02% new Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 12,256 shares 12,256 $361K 0.02% new Timeline FXL 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: 3,030 shares; 2025Q1: 3,197 shares; 2025Q2: 3,133 shares; 2025Q3: 2,798 shares; 2025Q4: 2,146 shares 2,146 $361K 0.02% -652 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 12,119 shares; 2025Q1: 12,071 shares; 2025Q2: 13,705 shares; 2025Q3: 12,734 shares; 2025Q4: 9,939 shares 9,939 $360K 0.02% -2,795 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,465 shares; 2025Q1: 8,637 shares; 2025Q2: 9,454 shares; 2025Q3: 9,822 shares; 2025Q4: 9,975 shares 9,975 $360K 0.02% +153 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 16,307 shares; 2025Q3: 16,307 shares; 2025Q4: 16,307 shares 16,307 $359K 0.02% 0 Timeline BSMT 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: 9,212 shares; 2025Q4: 15,496 shares 15,496 $359K 0.02% +6,284 Timeline FDT 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: not reported; 2024Q4: 5,043 shares; 2025Q1: 5,056 shares; 2025Q2: 5,161 shares; 2025Q3: 5,313 shares; 2025Q4: 4,513 shares 4,513 $359K 0.02% -800 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,477 shares; 2025Q1: 5,495 shares; 2025Q2: 5,512 shares; 2025Q3: 5,526 shares; 2025Q4: 6,087 shares 6,087 $357K 0.02% +561 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,377 shares; 2025Q1: 7,199 shares; 2025Q2: 7,323 shares; 2025Q3: 7,574 shares; 2025Q4: 7,586 shares 7,586 $354K 0.02% +12 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,919 shares; 2025Q4: 11,676 shares 11,676 $353K 0.02% +2,757 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,462 shares 7,462 $352K 0.02% new Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 38,777 shares; 2025Q3: 38,777 shares; 2025Q4: 38,777 shares 38,777 $351K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,689 shares; 2025Q1: 1,715 shares; 2025Q2: 1,738 shares; 2025Q3: 1,815 shares; 2025Q4: 1,790 shares 1,790 $349K 0.02% -25 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 495 shares; 2025Q3: 621 shares; 2025Q4: 533 shares 533 $349K 0.02% -88 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: not reported; 2024Q4: 11,668 shares; 2025Q1: 13,236 shares; 2025Q2: 12,375 shares; 2025Q3: 11,238 shares; 2025Q4: 11,238 shares 11,238 $345K 0.02% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,293 shares; 2025Q2: 6,428 shares; 2025Q3: 4,367 shares; 2025Q4: 5,873 shares 5,873 $345K 0.02% +1,506 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares 6,168 $344K 0.02% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,593 shares; 2025Q1: 8,842 shares; 2025Q2: 8,381 shares; 2025Q3: 8,381 shares; 2025Q4: 8,206 shares 8,206 $344K 0.01% -175 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,022 shares; 2025Q1: 10,212 shares; 2025Q2: 11,288 shares; 2025Q3: 11,860 shares; 2025Q4: 12,058 shares 12,058 $343K 0.01% +198 Timeline QLTA 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: 4,836 shares; 2025Q2: 6,721 shares; 2025Q3: 7,764 shares; 2025Q4: 7,117 shares 7,117 $342K 0.01% -647 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,537 shares; 2025Q4: 5,138 shares 5,138 $338K 0.01% +601 Timeline IEI 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: 7,579 shares; 2025Q1: 7,611 shares; 2025Q2: 7,930 shares; 2025Q3: 10,030 shares; 2025Q4: 2,821 shares 2,821 $337K 0.01% -7,209 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,632 shares; 2025Q1: 7,315 shares; 2025Q2: 7,423 shares; 2025Q3: 7,371 shares; 2025Q4: 6,984 shares 6,984 $336K 0.01% -387 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: not reported; 2024Q4: 9,115 shares; 2025Q1: 9,201 shares; 2025Q2: 7,484 shares; 2025Q3: 6,446 shares; 2025Q4: 5,921 shares 5,921 $335K 0.01% -525 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,439 shares; 2025Q1: 12,869 shares; 2025Q2: 2,302 shares; 2025Q3: 2,209 shares; 2025Q4: 2,414 shares 2,414 $333K 0.01% +205 Timeline IBTG 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: 11,101 shares; 2025Q1: 11,145 shares; 2025Q2: 11,213 shares; 2025Q3: 13,941 shares; 2025Q4: 14,484 shares 14,484 $331K 0.01% +543 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,631 shares; 2025Q3: 2,913 shares; 2025Q4: 3,621 shares 3,621 $330K 0.01% +708 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,907 shares; 2025Q1: 9,065 shares; 2025Q2: 1,798 shares; 2025Q3: 1,694 shares; 2025Q4: 1,789 shares 1,789 $330K 0.01% +95 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,566 shares; 2025Q1: 7,757 shares; 2025Q2: 7,819 shares; 2025Q3: 7,925 shares; 2025Q4: 8,042 shares 8,042 $328K 0.01% +117 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $325K 0.01% 0 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: not reported; 2024Q4: 5,509 shares; 2025Q1: 4,590 shares; 2025Q2: 4,590 shares; 2025Q3: 4,590 shares; 2025Q4: 4,630 shares 4,630 $325K 0.01% +40 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,114 shares; 2025Q1: 4,597 shares; 2025Q2: 4,493 shares; 2025Q3: 4,548 shares; 2025Q4: 4,401 shares 4,401 $324K 0.01% -147 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: not reported; 2024Q4: 3,071 shares; 2025Q1: 2,743 shares; 2025Q2: 2,978 shares; 2025Q3: 2,600 shares; 2025Q4: 2,570 shares 2,570 $324K 0.01% -30 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: not reported; 2024Q4: 2,722 shares; 2025Q1: 2,775 shares; 2025Q2: 2,808 shares; 2025Q3: 2,996 shares; 2025Q4: 3,075 shares 3,075 $323K 0.01% +79 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP 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: 6,595 shares; 2025Q3: 7,527 shares; 2025Q4: 10,517 shares 10,517 $322K 0.01% +2,990 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,533 shares; 2025Q1: 2,506 shares; 2025Q2: 2,510 shares; 2025Q3: 2,774 shares; 2025Q4: 2,782 shares 2,782 $321K 0.01% +8 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,096 shares; 2025Q1: 3,141 shares; 2025Q2: 4,141 shares; 2025Q3: 4,338 shares; 2025Q4: 4,428 shares 4,428 $319K 0.01% +90 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,877 shares; 2025Q1: 1,878 shares; 2025Q2: 1,879 shares; 2025Q3: 1,725 shares; 2025Q4: 1,726 shares 1,726 $319K 0.01% +1 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,357 shares 8,357 $316K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,487 shares; 2025Q1: 1,508 shares; 2025Q2: 1,512 shares; 2025Q3: 1,525 shares; 2025Q4: 1,488 shares 1,488 $315K 0.01% -37 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,678 shares; 2025Q1: 3,189 shares; 2025Q2: 3,060 shares; 2025Q3: 3,024 shares; 2025Q4: 2,855 shares 2,855 $314K 0.01% -169 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,916 shares; 2025Q1: not reported; 2025Q2: 6,916 shares; 2025Q3: 6,916 shares; 2025Q4: 6,916 shares 6,916 $312K 0.01% 0 Timeline IGEB 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: 4,557 shares; 2025Q1: 5,108 shares; 2025Q2: 5,967 shares; 2025Q3: 6,677 shares; 2025Q4: 6,815 shares 6,815 $311K 0.01% +138 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,304 shares; 2025Q1: 8,747 shares; 2025Q2: 6,757 shares; 2025Q3: 6,766 shares; 2025Q4: 6,500 shares 6,500 $310K 0.01% -266 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 1,809 shares; 2025Q3: 1,809 shares; 2025Q4: 1,926 shares 1,926 $310K 0.01% +117 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595 shares; 2025Q1: 535 shares; 2025Q2: 544 shares; 2025Q3: 542 shares; 2025Q4: 545 shares 545 $309K 0.01% +3 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 939 shares; 2025Q3: 1,099 shares; 2025Q4: 1,203 shares 1,203 $308K 0.01% +104 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,575 shares; 2025Q1: 4,053 shares; 2025Q2: 4,183 shares; 2025Q3: 3,921 shares; 2025Q4: 3,946 shares 3,946 $307K 0.01% +25 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,618 shares 8,618 $307K 0.01% new Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,336 shares; 2025Q3: 11,365 shares; 2025Q4: 11,088 shares 11,088 $305K 0.01% -277 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,559 shares; 2025Q4: 3,863 shares 3,863 $305K 0.01% +304 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,016 shares; 2025Q1: 1,997 shares; 2025Q2: 2,001 shares; 2025Q3: 2,005 shares; 2025Q4: 2,009 shares 2,009 $304K 0.01% +4 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,619 shares; 2025Q2: 16,626 shares; 2025Q3: 16,156 shares; 2025Q4: 15,661 shares 15,661 $303K 0.01% -495 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 233 shares; 2025Q1: 236 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240 $300K 0.01% 0 WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: not reported; 2025Q1: 10,283 shares; 2025Q2: 10,517 shares; 2025Q3: not reported; 2025Q4: 10,339 shares 10,339 $298K 0.01% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,991 shares; 2024Q4: 10,303 shares; 2025Q1: 8,906 shares; 2025Q2: 6,418 shares; 2025Q3: 5,648 shares; 2025Q4: 6,713 shares 6,713 $298K 0.01% +1,065 Timeline VIS 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: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,034 shares; 2025Q2: 1,082 shares; 2025Q3: 1,083 shares; 2025Q4: 992 shares 992 $296K 0.01% -91 Timeline SPDW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,393 shares; 2025Q3: 14,130 shares; 2025Q4: 6,619 shares 6,619 $294K 0.01% -7,511 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 13,755 shares; 2025Q1: 13,755 shares; 2025Q2: 13,755 shares; 2025Q3: 5,595 shares; 2025Q4: 5,595 shares 5,595 $293K 0.01% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,755 shares 11,755 $292K 0.01% new Timeline SMLF 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: 3,214 shares; 2025Q4: 3,890 shares 3,890 $291K 0.01% +676 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,183 shares; 2025Q2: 3,230 shares; 2025Q3: 3,551 shares; 2025Q4: 3,606 shares 3,606 $291K 0.01% +55 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 733 shares; 2025Q1: 813 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 811 shares 811 $290K 0.01% +1 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: not reported; 2024Q4: 571 shares; 2025Q1: 586 shares; 2025Q2: 610 shares; 2025Q3: 612 shares; 2025Q4: 616 shares 616 $289K 0.01% +4 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,561 shares; 2025Q4: 7,519 shares 7,519 $289K 0.01% +958 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 6,286 shares 6,286 $286K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 387 shares; 2025Q2: 412 shares; 2025Q3: 402 shares; 2025Q4: 424 shares 424 $281K 0.01% +22 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: 191 shares; 2025Q2: 2,865 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares 3,060 $279K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,145 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,971 shares 2,971 $277K 0.01% new 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: not reported; 2024Q4: 4,474 shares; 2025Q1: 3,861 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,747 shares 3,747 $276K 0.01% +97 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,736 shares; 2025Q3: 4,688 shares; 2025Q4: 4,149 shares 4,149 $276K 0.01% -539 Timeline EMXC 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: 26,238 shares; 2024Q4: 30,417 shares; 2025Q1: 27,482 shares; 2025Q2: 3,747 shares; 2025Q3: 3,681 shares; 2025Q4: 3,757 shares 3,757 $273K 0.01% +76 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: not reported; 2024Q4: 5,592 shares; 2025Q1: 5,611 shares; 2025Q2: 5,441 shares; 2025Q3: 4,174 shares; 2025Q4: 3,702 shares 3,702 $272K 0.01% -472 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,191 shares; 2025Q1: 4,191 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,691 shares 3,691 $272K 0.01% 0 Timeline IMFL 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: 7,998 shares; 2025Q3: 9,033 shares; 2025Q4: 9,087 shares 9,087 $271K 0.01% +54 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares; 2025Q3: 2,604 shares; 2025Q4: 2,590 shares 2,590 $270K 0.01% -14 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,117 shares 4,117 $269K 0.01% new Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,755 shares; 2025Q4: 10,755 shares 10,755 $269K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,851 shares; 2025Q1: 7,142 shares; 2025Q2: 7,192 shares; 2025Q3: 7,086 shares; 2025Q4: 6,780 shares 6,780 $267K 0.01% -306 Timeline BSMU 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: 12,047 shares 12,047 $265K 0.01% new Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211 shares; 2025Q1: 215 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218 $264K 0.01% 0 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: not reported; 2024Q4: 1,339 shares; 2025Q1: 1,372 shares; 2025Q2: 1,685 shares; 2025Q3: 1,292 shares; 2025Q4: 1,216 shares 1,216 $264K 0.01% -76 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,195 shares; 2025Q1: 1,200 shares; 2025Q2: 1,348 shares; 2025Q3: 1,297 shares; 2025Q4: 1,157 shares 1,157 $263K 0.01% -140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,512 shares; 2025Q4: 3,283 shares 3,283 $263K 0.01% -229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,265 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares 1,267 $263K 0.01% 0 Timeline EEMV 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: 3,904 shares; 2025Q1: 3,904 shares; 2025Q2: 4,084 shares; 2025Q3: 4,184 shares; 2025Q4: 4,071 shares 4,071 $261K 0.01% -113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,941 shares; 2025Q3: 5,941 shares; 2025Q4: 5,726 shares 5,726 $261K 0.01% -215 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: not reported; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares 121 $260K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,813 shares; 2025Q1: 12,913 shares; 2025Q2: 14,416 shares; 2025Q3: 14,285 shares; 2025Q4: 15,051 shares 15,051 $260K 0.01% +766 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,216 shares; 2025Q2: 2,497 shares; 2025Q3: 2,534 shares; 2025Q4: 2,644 shares 2,644 $255K 0.01% +110 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,685 shares; 2025Q4: 2,700 shares 2,700 $254K 0.01% +15 Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,092 shares; 2025Q3: 4,092 shares; 2025Q4: 4,092 shares 4,092 $252K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,715 shares; 2025Q3: 4,071 shares; 2025Q4: 3,510 shares 3,510 $252K 0.01% -561 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: not reported; 2024Q4: 1,049 shares; 2025Q1: 1,063 shares; 2025Q2: 1,117 shares; 2025Q3: 1,061 shares; 2025Q4: 969 shares 969 $251K 0.01% -92 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,239 shares; 2025Q1: 7,798 shares; 2025Q2: 10,874 shares; 2025Q3: 5,859 shares; 2025Q4: 3,072 shares 3,072 $251K 0.01% -2,787 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,471 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares 1,425 $251K 0.01% new Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,937 shares; 2025Q1: 7,937 shares; 2025Q2: 7,937 shares; 2025Q3: 7,937 shares; 2025Q4: 7,937 shares 7,937 $249K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: 424 shares; 2025Q2: 497 shares; 2025Q3: not reported; 2025Q4: 426 shares 426 $247K 0.01% new Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 6,250 shares 6,250 $247K 0.01% new Timeline WCMI 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: 14,418 shares 14,418 $245K 0.01% new Timeline ICOP 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: 5,526 shares 5,526 $245K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,157 shares; 2025Q2: not reported; 2025Q3: 3,157 shares; 2025Q4: 3,158 shares 3,158 $244K 0.01% +1 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 549 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $243K 0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,746 shares; 2025Q4: 1,547 shares 1,547 $242K 0.01% -199 Timeline FXU 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: 33,195 shares; 2025Q1: 5,281 shares; 2025Q2: 5,306 shares; 2025Q3: 5,338 shares; 2025Q4: 5,379 shares 5,379 $242K 0.01% +41 Timeline FTSL 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: 7,117 shares; 2025Q1: 7,464 shares; 2025Q2: 6,254 shares; 2025Q3: 6,217 shares; 2025Q4: 5,238 shares 5,238 $240K 0.01% -979 Timeline IWB 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: 638 shares; 2025Q3: 639 shares; 2025Q4: 640 shares 640 $239K 0.01% +1 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: not reported; 2024Q4: 21,130 shares; 2025Q1: 21,493 shares; 2025Q2: 17,054 shares; 2025Q3: 17,327 shares; 2025Q4: 11,070 shares 11,070 $239K 0.01% -6,257 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,912 shares; 2025Q4: 7,521 shares 7,521 $238K 0.01% -1,391 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares 1,360 $237K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,584 shares 4,584 $236K 0.01% new Timeline IBID 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: 9,095 shares 9,095 $235K 0.01% new Timeline IBTH 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: 10,136 shares; 2025Q4: 10,434 shares 10,434 $234K 0.01% +298 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: 299 shares; 2025Q2: 305 shares; 2025Q3: 284 shares; 2025Q4: 1,530 shares 1,530 $234K 0.01% +1,246 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 781 shares; 2025Q3: 1,136 shares; 2025Q4: 1,063 shares 1,063 $231K 0.01% -73 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,204 shares; 2025Q3: 2,210 shares; 2025Q4: 2,249 shares 2,249 $229K 0.01% +39 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,009 shares; 2025Q2: 11,336 shares; 2025Q3: 10,755 shares; 2025Q4: 10,892 shares 10,892 $228K 0.01% +137 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,102 shares; 2025Q4: 1,108 shares 1,108 $226K 0.01% +6 Timeline QDPL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,327 shares 5,327 $226K 0.01% new Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,536 shares; 2025Q4: 6,536 shares 6,536 $226K 0.01% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,203 shares; 2025Q3: 3,933 shares; 2025Q4: 3,933 shares 3,933 $226K 0.01% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,796 shares; 2025Q4: 5,776 shares 5,776 $223K 0.01% -20 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,672 shares; 2025Q4: 5,005 shares 5,005 $223K 0.01% +333 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,945 shares; 2025Q4: 4,028 shares 4,028 $221K 0.01% +83 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,055 shares; 2025Q1: 1,949 shares; 2025Q2: 2,044 shares; 2025Q3: 2,207 shares; 2025Q4: 1,939 shares 1,939 $219K 0.01% -268 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 6,892 shares; 2025Q4: 6,904 shares 6,904 $219K 0.01% +12 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,927 shares; 2025Q1: 2,949 shares; 2025Q2: 3,009 shares; 2025Q3: 3,047 shares; 2025Q4: 2,765 shares 2,765 $218K 0.01% -282 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: not reported; 2024Q4: 4,076 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,132 shares 3,132 $217K 0.01% new 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: 10,452 shares; 2024Q4: not reported; 2025Q1: 9,869 shares; 2025Q2: 10,799 shares; 2025Q3: 10,155 shares; 2025Q4: 9,710 shares 9,710 $217K 0.01% -445 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,797 shares; 2025Q3: 3,808 shares; 2025Q4: 3,397 shares 3,397 $216K 0.01% -411 Timeline COR CENCORA INC More: the full row for CENCORA 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: 725 shares; 2025Q3: not reported; 2025Q4: 640 shares 640 $216K 0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,062 shares 14,062 $216K 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,588 shares 9,588 $215K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 489 shares; 2025Q4: 375 shares 375 $214K 0.01% -114 Timeline RWL 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: 1,854 shares; 2025Q4: 1,861 shares 1,861 $213K 0.01% +7 Timeline FAD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares 1,310 $212K 0.01% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 2,678 shares 2,678 $212K 0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,053 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,911 shares; 2025Q4: 1,863 shares 1,863 $212K 0.01% -48 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $212K 0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,839 shares 8,839 $211K 0.01% new Timeline FXI 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: 25,656 shares; 2025Q2: 16,789 shares; 2025Q3: 20,627 shares; 2025Q4: 5,507 shares 5,507 $211K 0.01% -15,120 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,067 shares 1,067 $210K 0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,081 shares; 2025Q1: 40,632 shares; 2025Q2: 34,989 shares; 2025Q3: 35,685 shares; 2025Q4: 25,661 shares 25,661 $208K 0.01% -10,024 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: 10,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,342 shares; 2025Q3: 10,342 shares; 2025Q4: 10,342 shares 10,342 $207K 0.01% 0 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: not reported; 2024Q4: 1,047 shares; 2025Q1: 1,077 shares; 2025Q2: 1,082 shares; 2025Q3: 747 shares; 2025Q4: 744 shares 744 $203K 0.01% -3 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,297 shares; 2025Q1: 6,297 shares; 2025Q2: 6,127 shares; 2025Q3: 6,127 shares; 2025Q4: 6,127 shares 6,127 $202K 0.01% 0 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 6,846 shares; 2025Q3: not reported; 2025Q4: 6,229 shares 6,229 $202K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,146 shares; 2025Q1: 2,168 shares; 2025Q2: 1,405 shares; 2025Q3: 1,526 shares; 2025Q4: 1,162 shares 1,162 $202K 0.01% -364 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: not reported; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,728 shares; 2025Q3: 5,450 shares; 2025Q4: 5,450 shares 5,450 $202K 0.01% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,006 shares; 2025Q1: 4,880 shares; 2025Q2: 3,330 shares; 2025Q3: 3,254 shares; 2025Q4: 2,471 shares 2,471 $202K 0.01% -783 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 983 shares; 2025Q4: 889 shares 889 $201K 0.01% -94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,416 shares; 2025Q4: 2,827 shares 2,827 $201K 0.01% -589 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,270 shares 5,270 $200K 0.01% new Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,661 shares 8,661 $200K 0.01% new Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,862 shares; 2024Q4: 198,613 shares; 2025Q1: 197,851 shares; 2025Q2: 14,276 shares; 2025Q3: 12,410 shares; 2025Q4: 11,670 shares 11,670 $195K 0.01% -740 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 17,950 shares; 2025Q3: 16,500 shares; 2025Q4: 16,965 shares 16,965 $177K 0.01% +465 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,697 shares; 2025Q3: 17,506 shares; 2025Q4: 17,650 shares 17,650 $176K 0.01% +144 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,486 shares; 2024Q4: 28,186 shares; 2025Q1: 28,186 shares; 2025Q2: 31,486 shares; 2025Q3: 31,486 shares; 2025Q4: 28,186 shares 28,186 $174K 0.01% -3,300 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 17,306 shares; 2025Q1: 17,145 shares; 2025Q2: 17,236 shares; 2025Q3: 17,294 shares; 2025Q4: 12,012 shares 12,012 $159K 0.01% -5,282 Timeline MTEX MANNATECH INC More: the full row for MANNATECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,090 shares; 2024Q4: 19,090 shares; 2025Q1: 19,090 shares; 2025Q2: 19,090 shares; 2025Q3: 19,090 shares; 2025Q4: 19,090 shares 19,090 $157K 0.01% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares 12,100 $139K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,214 shares; 2025Q1: 17,740 shares; 2025Q2: 19,831 shares; 2025Q3: 19,395 shares; 2025Q4: 10,143 shares 10,143 $133K 0.01% -9,252 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,075 shares; 2024Q4: 26,075 shares; 2025Q1: 26,075 shares; 2025Q2: 26,075 shares; 2025Q3: 26,075 shares; 2025Q4: 26,075 shares 26,075 $64.4K <0.01% 0 Timeline VIVO VIVOPOWER PLC More: the full row for VIVOPOWER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,167 shares; 2025Q4: 10,167 shares 10,167 $23K <0.01% 0 Timeline UPSTART HLDGS INC UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $19.1K <0.01% 0