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: 88,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,953 shares 4,953 $432K 0.03% 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: 613,440 shares; 2024Q4: 3,490 shares; 2025Q1: 3,540 shares; 2025Q2: 3,438 shares; 2025Q3: 3,438 shares; 2025Q4: 2,479 shares 2,479 $430K 0.03% -959 Timeline FXZ 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: 9,888 shares; 2025Q1: 7,252 shares; 2025Q2: 7,106 shares; 2025Q3: 7,106 shares; 2025Q4: 6,632 shares 6,632 $430K 0.03% -474 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,968 shares; 2024Q4: 3,412 shares; 2025Q1: 3,574 shares; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares; 2025Q4: 4,772 shares 4,772 $430K 0.03% +2,311 Timeline AAUC ALLIED GOLD CORP More: the full row for ALLIED GOLD 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: 18,768 shares 18,768 $429K 0.03% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,711 shares; 2024Q4: 4,735 shares; 2025Q1: 4,868 shares; 2025Q2: 4,417 shares; 2025Q3: 4,417 shares; 2025Q4: 5,681 shares 5,681 $429K 0.03% +1,264 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: 351,918 shares; 2024Q4: 3,650 shares; 2025Q1: 3,633 shares; 2025Q2: 3,329 shares; 2025Q3: 3,329 shares; 2025Q4: 3,716 shares 3,716 $428K 0.03% +387 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,163 shares; 2025Q1: 2,090 shares; 2025Q2: 6,509 shares; 2025Q3: 6,509 shares; 2025Q4: 2,761 shares 2,761 $428K 0.03% -3,748 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 12,424 shares 12,424 $428K 0.03% +2,424 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,903 shares; 2024Q4: 5,280 shares; 2025Q1: 5,464 shares; 2025Q2: 4,723 shares; 2025Q3: 4,723 shares; 2025Q4: 3,860 shares 3,860 $426K 0.03% -863 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: 347,524 shares; 2024Q4: 838 shares; 2025Q1: 866 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 732 shares 732 $425K 0.03% +343 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,764 shares; 2024Q4: 36,818 shares; 2025Q1: 38,444 shares; 2025Q2: 39,766 shares; 2025Q3: 39,766 shares; 2025Q4: 44,820 shares 44,820 $425K 0.03% +5,054 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE 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: 169,599 shares; 2025Q3: 193,429 shares; 2025Q4: 53,307 shares 53,307 $424K 0.03% -140,122 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,829 shares; 2024Q4: 3,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,420 shares 8,420 $424K 0.03% new Timeline XISE 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: 13,822 shares; 2025Q1: 8,988 shares; 2025Q2: 8,755 shares; 2025Q3: 8,755 shares; 2025Q4: 13,859 shares 13,859 $421K 0.03% +5,104 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: 149,663 shares; 2024Q4: 819 shares; 2025Q1: not reported; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares; 2025Q4: 1,861 shares 1,861 $421K 0.03% +50 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,274 shares; 2025Q1: 9,644 shares; 2025Q2: 6,868 shares; 2025Q3: 6,868 shares; 2025Q4: 7,852 shares 7,852 $419K 0.03% +984 Timeline FNDF 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: 6,791 shares; 2025Q1: 6,791 shares; 2025Q2: 6,791 shares; 2025Q3: 6,791 shares; 2025Q4: 9,257 shares 9,257 $419K 0.03% +2,466 Timeline FTEC 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: 811,050 shares; 2024Q4: 1,604 shares; 2025Q1: 1,404 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,862 shares 1,862 $418K 0.03% +439 Timeline VIGI 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: 442,218 shares; 2024Q4: 10,014 shares; 2025Q1: 6,088 shares; 2025Q2: 4,565 shares; 2025Q3: 4,565 shares; 2025Q4: 4,565 shares 4,565 $417K 0.03% 0 Timeline FCEF 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: 18,005 shares 18,005 $414K 0.03% new Timeline CGSM 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: 311,286 shares; 2024Q4: 11,825 shares; 2025Q1: 11,825 shares; 2025Q2: 15,700 shares; 2025Q3: 15,700 shares; 2025Q4: 15,700 shares 15,700 $414K 0.03% 0 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS 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: 11,781 shares 11,781 $412K 0.03% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,299 shares; 2024Q4: not reported; 2025Q1: 1,041 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,828 shares 1,828 $411K 0.03% +276 Timeline USFR 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: 8,157 shares 8,157 $410K 0.03% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,154 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,832 shares 6,832 $410K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,835 shares; 2025Q3: 8,835 shares; 2025Q4: 12,491 shares 12,491 $409K 0.03% +3,656 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,483 shares; 2024Q4: not reported; 2025Q1: 506 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 737 shares 737 $407K 0.03% +110 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800,284 shares; 2024Q4: 10,759 shares; 2025Q1: 10,394 shares; 2025Q2: 9,644 shares; 2025Q3: 9,644 shares; 2025Q4: 9,695 shares 9,695 $406K 0.03% +51 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: 207,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,454 shares; 2025Q3: 3,454 shares; 2025Q4: 13,391 shares 13,391 $404K 0.03% +9,937 Timeline AVUS 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: 3,298 shares; 2025Q1: 3,609 shares; 2025Q2: 3,609 shares; 2025Q3: 3,609 shares; 2025Q4: 3,610 shares 3,610 $403K 0.03% +1 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,706 shares; 2024Q4: 32,517 shares; 2025Q1: 31,839 shares; 2025Q2: 31,839 shares; 2025Q3: 31,839 shares; 2025Q4: 28,964 shares 28,964 $403K 0.03% -2,875 Timeline ITOT 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: 328,991 shares; 2024Q4: 2,738 shares; 2025Q1: 2,403 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,694 shares 2,694 $401K 0.03% +284 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,261 shares; 2024Q4: 12,021 shares; 2025Q1: 11,592 shares; 2025Q2: 11,960 shares; 2025Q3: 11,960 shares; 2025Q4: 4,924 shares 4,924 $400K 0.03% -7,036 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: 157,552 shares; 2024Q4: not reported; 2025Q1: 10,340 shares; 2025Q2: 12,881 shares; 2025Q3: 12,881 shares; 2025Q4: 9,024 shares 9,024 $400K 0.03% -3,857 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,080 shares; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares 14,400 $400K 0.03% 0 Timeline LDRH 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: 16,037 shares 16,037 $400K 0.03% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891,403 shares; 2024Q4: 98,020 shares; 2025Q1: 38,022 shares; 2025Q2: 37,867 shares; 2025Q3: 12,867 shares; 2025Q4: 8,350 shares 8,350 $399K 0.03% -4,517 Timeline ECOR ELECTROCORE INC More: the full row for ELECTROCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,146 shares; 2024Q4: 53,370 shares; 2025Q1: 46,470 shares; 2025Q2: 77,020 shares; 2025Q3: 77,020 shares; 2025Q4: 88,720 shares 88,720 $398K 0.03% +11,700 Timeline IWP 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: 220,582 shares; 2024Q4: 4,355 shares; 2025Q1: 1,835 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,886 shares 2,886 $395K 0.03% +747 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: not reported; 2024Q4: 2,733 shares; 2025Q1: 2,800 shares; 2025Q2: 4,223 shares; 2025Q3: 4,223 shares; 2025Q4: 4,223 shares 4,223 $392K 0.03% 0 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: 278,101 shares; 2024Q4: 20,304 shares; 2025Q1: 24,557 shares; 2025Q2: 28,700 shares; 2025Q3: 28,747 shares; 2025Q4: 22,008 shares 22,008 $390K 0.03% -6,739 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: 371,034 shares; 2024Q4: 13,972 shares; 2025Q1: 13,472 shares; 2025Q2: 13,389 shares; 2025Q3: 13,411 shares; 2025Q4: 13,652 shares 13,652 $389K 0.03% +241 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,774 shares; 2024Q4: 24,261 shares; 2025Q1: 24,956 shares; 2025Q2: 22,573 shares; 2025Q3: 22,573 shares; 2025Q4: 24,136 shares 24,136 $389K 0.03% +1,563 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,431 shares; 2025Q1: 3,544 shares; 2025Q2: 4,521 shares; 2025Q3: 4,521 shares; 2025Q4: 4,336 shares 4,336 $387K 0.03% -185 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,037 shares; 2024Q4: 36 shares; 2025Q1: 56 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 53 shares 53 $387K 0.03% +2 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,354 shares; 2024Q4: not reported; 2025Q1: 94,765 shares; 2025Q2: 60,297 shares; 2025Q3: 15,313 shares; 2025Q4: 53,227 shares 53,227 $386K 0.03% +37,914 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: 538,653 shares; 2024Q4: 2,672 shares; 2025Q1: 2,354 shares; 2025Q2: 1,956 shares; 2025Q3: 1,956 shares; 2025Q4: 1,819 shares 1,819 $385K 0.03% -137 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,308 shares; 2024Q4: 3,426 shares; 2025Q1: 3,426 shares; 2025Q2: 2,976 shares; 2025Q3: 2,976 shares; 2025Q4: 2,454 shares 2,454 $385K 0.03% -522 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: 267,066 shares; 2024Q4: 1,332 shares; 2025Q1: not reported; 2025Q2: 993 shares; 2025Q3: 1,053 shares; 2025Q4: 1,588 shares 1,588 $384K 0.03% +535 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,500 shares; 2024Q4: 2,021 shares; 2025Q1: 2,041 shares; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,085 shares 2,085 $384K 0.03% +84 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,572 shares; 2024Q4: 5,208 shares; 2025Q1: 5,165 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 6,739 shares 6,739 $380K 0.03% +3,004 Timeline VOT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,358 shares 1,358 $379K 0.03% new Timeline SCHF 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: 12,421 shares; 2025Q1: 25,508 shares; 2025Q2: 23,548 shares; 2025Q3: 23,548 shares; 2025Q4: 15,729 shares 15,729 $378K 0.03% -7,819 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,223 shares; 2024Q4: 2,064 shares; 2025Q1: 2,011 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,314 shares 1,314 $377K 0.03% -20 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,024 shares; 2024Q4: 897 shares; 2025Q1: 940 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 721 shares 721 $377K 0.03% +7 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: 487,124 shares; 2024Q4: 83,852 shares; 2025Q1: 82,452 shares; 2025Q2: 82,452 shares; 2025Q3: 82,452 shares; 2025Q4: 74,894 shares 74,894 $376K 0.03% -7,558 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572,820 shares; 2024Q4: 14,051 shares; 2025Q1: 14,503 shares; 2025Q2: 13,267 shares; 2025Q3: 13,267 shares; 2025Q4: 9,864 shares 9,864 $374K 0.03% -3,403 Timeline IGM 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: 3,237 shares; 2025Q1: 3,162 shares; 2025Q2: 2,914 shares; 2025Q3: 2,914 shares; 2025Q4: 2,864 shares 2,864 $370K 0.03% -50 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738,567 shares; 2024Q4: 2,749 shares; 2025Q1: 1,921 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,400 shares 1,400 $368K 0.03% -405 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: 123,416 shares; 2024Q4: not reported; 2025Q1: 8,036 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 7,185 shares 7,185 $366K 0.03% -1,850 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,175 shares; 2025Q1: 41,130 shares; 2025Q2: 30,130 shares; 2025Q3: 30,130 shares; 2025Q4: 18,400 shares 18,400 $366K 0.03% -11,730 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: 960,362 shares; 2024Q4: 1,316 shares; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 1,686 shares 1,686 $366K 0.03% +898 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,587 shares 2,587 $365K 0.02% new Timeline LQD 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: 480,155 shares; 2024Q4: 4,650 shares; 2025Q1: 3,711 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 3,311 shares 3,311 $365K 0.02% +395 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: 148,220 shares; 2024Q4: 1,973 shares; 2025Q1: 1,960 shares; 2025Q2: 2,387 shares; 2025Q3: 2,387 shares; 2025Q4: 2,405 shares 2,405 $364K 0.02% +18 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,441 shares; 2024Q4: 10,511 shares; 2025Q1: 10,482 shares; 2025Q2: 19,494 shares; 2025Q3: 19,494 shares; 2025Q4: 22,622 shares 22,622 $364K 0.02% +3,128 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,488 shares; 2024Q4: 6,573 shares; 2025Q1: 6,802 shares; 2025Q2: 7,209 shares; 2025Q3: 7,209 shares; 2025Q4: 4,925 shares 4,925 $364K 0.02% -2,284 Timeline AOR 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: 246,792 shares; 2024Q4: 5,578 shares; 2025Q1: 5,920 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 5,594 shares 5,594 $364K 0.02% -556 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,415 shares; 2024Q4: 5,080 shares; 2025Q1: 5,050 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 5,300 shares 5,300 $362K 0.02% +80 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: 585,013 shares; 2024Q4: 4,673 shares; 2025Q1: 3,088 shares; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 4,157 shares 4,157 $362K 0.02% +1,232 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $361K 0.02% new 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: 14,244 shares; 2025Q1: 20,044 shares; 2025Q2: 19,249 shares; 2025Q3: 19,249 shares; 2025Q4: 14,500 shares 14,500 $361K 0.02% -4,749 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,716 shares; 2024Q4: 5,796 shares; 2025Q1: 4,258 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,860 shares 3,860 $357K 0.02% +410 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,628 shares 13,628 $356K 0.02% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,658 shares 7,658 $356K 0.02% new Timeline EFV 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: 4,812 shares; 2025Q1: 3,613 shares; 2025Q2: 5,039 shares; 2025Q3: 5,039 shares; 2025Q4: 4,980 shares 4,980 $356K 0.02% -59 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,849 shares; 2024Q4: 4,020 shares; 2025Q1: 5,029 shares; 2025Q2: 10,227 shares; 2025Q3: 10,227 shares; 2025Q4: 8,801 shares 8,801 $353K 0.02% -1,426 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,485 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,266 shares 4,266 $350K 0.02% new Timeline CGHM 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: 8,325 shares; 2025Q2: 8,325 shares; 2025Q3: 8,325 shares; 2025Q4: 13,640 shares 13,640 $348K 0.02% +5,315 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: 514,341 shares; 2024Q4: 1,999 shares; 2025Q1: 1,992 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,599 shares 1,599 $347K 0.02% +108 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: 407,304 shares; 2024Q4: 6,595 shares; 2025Q1: 5,654 shares; 2025Q2: 6,666 shares; 2025Q3: 6,666 shares; 2025Q4: 5,391 shares 5,391 $347K 0.02% -1,275 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: not reported; 2024Q4: 7,630 shares; 2025Q1: 7,658 shares; 2025Q2: 5,238 shares; 2025Q3: 5,238 shares; 2025Q4: 4,188 shares 4,188 $347K 0.02% -1,050 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,814 shares; 2024Q4: 12,718 shares; 2025Q1: 11,639 shares; 2025Q2: 10,259 shares; 2025Q3: 10,259 shares; 2025Q4: 5,577 shares 5,577 $347K 0.02% -4,682 Timeline SPYV 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: 5,702 shares; 2025Q3: 5,702 shares; 2025Q4: 6,095 shares 6,095 $346K 0.02% +393 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: 204,493 shares; 2024Q4: not reported; 2025Q1: 2,367 shares; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares; 2025Q4: 1,256 shares 1,256 $346K 0.02% -486 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,055 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,135 shares; 2025Q3: 59,135 shares; 2025Q4: 53,580 shares 53,580 $346K 0.02% -5,555 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,569 shares; 2024Q4: not reported; 2025Q1: 919 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 2,274 shares 2,274 $346K 0.02% +1,153 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,424 shares; 2025Q1: 6,800 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 7,424 shares 7,424 $346K 0.02% +753 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,644 shares; 2024Q4: 3,689 shares; 2025Q1: 3,791 shares; 2025Q2: 4,166 shares; 2025Q3: 4,216 shares; 2025Q4: 4,159 shares 4,159 $345K 0.02% -57 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,123 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,404 shares 5,404 $345K 0.02% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,991 shares; 2024Q4: 3,978 shares; 2025Q1: 3,669 shares; 2025Q2: 3,629 shares; 2025Q3: 3,629 shares; 2025Q4: 2,153 shares 2,153 $344K 0.02% -1,476 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,914 shares; 2024Q4: 4,517 shares; 2025Q1: 4,964 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares; 2025Q4: 5,031 shares 5,031 $344K 0.02% +63 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,505 shares; 2025Q1: 9,728 shares; 2025Q2: 9,688 shares; 2025Q3: 9,688 shares; 2025Q4: 9,063 shares 9,063 $342K 0.02% -625 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,970 shares 8,970 $342K 0.02% new 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: not reported; 2024Q4: 12,412 shares; 2025Q1: 11,450 shares; 2025Q2: 8,861 shares; 2025Q3: 8,861 shares; 2025Q4: 4,121 shares 4,121 $341K 0.02% -4,740 Timeline NOBL 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: 912,564 shares; 2024Q4: 10,425 shares; 2025Q1: 10,582 shares; 2025Q2: 9,242 shares; 2025Q3: 9,219 shares; 2025Q4: 3,278 shares 3,278 $341K 0.02% -5,941 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,649 shares; 2024Q4: 5,540 shares; 2025Q1: 5,827 shares; 2025Q2: 4,696 shares; 2025Q3: 4,696 shares; 2025Q4: 4,629 shares 4,629 $340K 0.02% -67 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,659 shares 2,659 $339K 0.02% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,640 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,818 shares; 2025Q3: 3,938 shares; 2025Q4: 3,655 shares 3,655 $334K 0.02% -283 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,764 shares; 2025Q1: 11,085 shares; 2025Q2: 8,885 shares; 2025Q3: 8,885 shares; 2025Q4: 8,885 shares 8,885 $333K 0.02% 0 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,908 shares; 2024Q4: 26,500 shares; 2025Q1: 26,500 shares; 2025Q2: 26,500 shares; 2025Q3: 26,500 shares; 2025Q4: 26,500 shares 26,500 $333K 0.02% 0 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: 621,913 shares; 2024Q4: 6,487 shares; 2025Q1: 5,429 shares; 2025Q2: 3,788 shares; 2025Q3: 3,788 shares; 2025Q4: 4,045 shares 4,045 $332K 0.02% +257 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,535 shares; 2024Q4: 15,989 shares; 2025Q1: 15,989 shares; 2025Q2: 15,989 shares; 2025Q3: 15,989 shares; 2025Q4: 15,989 shares 15,989 $330K 0.02% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,658 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,544 shares 5,544 $330K 0.02% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,379 shares; 2024Q4: 14,610 shares; 2025Q1: 13,022 shares; 2025Q2: 10,958 shares; 2025Q3: 10,964 shares; 2025Q4: 11,111 shares 11,111 $328K 0.02% +147 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 3,135 shares; 2025Q2: 2,959 shares; 2025Q3: 2,959 shares; 2025Q4: 1,933 shares 1,933 $326K 0.02% -1,026 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: 4,609 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 5,755 shares 5,755 $324K 0.02% +1,791 Timeline SPYD 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: 7,480 shares; 2025Q1: 9,992 shares; 2025Q2: 7,536 shares; 2025Q3: 7,536 shares; 2025Q4: 7,447 shares 7,447 $322K 0.02% -89 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,083 shares; 2024Q4: 173,914 shares; 2025Q1: 139,252 shares; 2025Q2: 120,045 shares; 2025Q3: 142,545 shares; 2025Q4: 124,100 shares 124,100 $321K 0.02% -18,445 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,965 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 629 shares 629 $321K 0.02% new Timeline IWO 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: 258,972 shares; 2024Q4: 921 shares; 2025Q1: 826 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 993 shares 993 $321K 0.02% +176 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: 435,871 shares; 2024Q4: 4,619 shares; 2025Q1: 3,549 shares; 2025Q2: 3,554 shares; 2025Q3: 3,554 shares; 2025Q4: 4,053 shares 4,053 $320K 0.02% +499 Timeline PHYS 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: 2,859,518 shares; 2024Q4: 46,649 shares; 2025Q1: 11,076 shares; 2025Q2: 12,426 shares; 2025Q3: 12,426 shares; 2025Q4: 9,689 shares 9,689 $320K 0.02% -2,737 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: 339,788 shares; 2024Q4: 8,137 shares; 2025Q1: 7,568 shares; 2025Q2: 8,124 shares; 2025Q3: 8,124 shares; 2025Q4: 6,966 shares 6,966 $320K 0.02% -1,158 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: 226,852 shares; 2024Q4: 848 shares; 2025Q1: 1,359 shares; 2025Q2: 1,255 shares; 2025Q3: 1,220 shares; 2025Q4: 1,022 shares 1,022 $319K 0.02% -198 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: not reported; 2024Q4: 6,150 shares; 2025Q1: not reported; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,344 shares 6,344 $319K 0.02% +194 Timeline FXR 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: 4,011 shares; 2025Q1: 4,027 shares; 2025Q2: 4,027 shares; 2025Q3: 4,027 shares; 2025Q4: 3,972 shares 3,972 $317K 0.02% -55 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,973 shares 3,973 $313K 0.02% new Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,307 shares; 2024Q4: 12,660 shares; 2025Q1: 12,660 shares; 2025Q2: 12,535 shares; 2025Q3: 12,535 shares; 2025Q4: 12,535 shares 12,535 $312K 0.02% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,238 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 636 shares 636 $309K 0.02% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,636 shares; 2024Q4: 30,920 shares; 2025Q1: 31,920 shares; 2025Q2: 31,920 shares; 2025Q3: 31,920 shares; 2025Q4: 28,470 shares 28,470 $308K 0.02% -3,450 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: not reported; 2024Q4: 14,238 shares; 2025Q1: 12,363 shares; 2025Q2: 12,363 shares; 2025Q3: 12,363 shares; 2025Q4: 12,686 shares 12,686 $308K 0.02% +323 Timeline ISTB 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: 10,889 shares; 2025Q1: 10,764 shares; 2025Q2: 6,577 shares; 2025Q3: 6,577 shares; 2025Q4: 6,317 shares 6,317 $308K 0.02% -260 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,424 shares; 2024Q4: 31,098 shares; 2025Q1: 16,108 shares; 2025Q2: 13,490 shares; 2025Q3: 13,490 shares; 2025Q4: 24,447 shares 24,447 $308K 0.02% +10,957 Timeline TCAF 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: 8,048 shares 8,048 $308K 0.02% new 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: 289,034 shares; 2024Q4: 2,892 shares; 2025Q1: 3,500 shares; 2025Q2: 2,792 shares; 2025Q3: 2,792 shares; 2025Q4: 2,805 shares 2,805 $307K 0.02% +13 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,411 shares; 2024Q4: 32,402 shares; 2025Q1: 32,402 shares; 2025Q2: 34,402 shares; 2025Q3: 34,402 shares; 2025Q4: 32,970 shares 32,970 $307K 0.02% -1,432 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: 248,878 shares; 2024Q4: 10,838 shares; 2025Q1: 10,839 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,450 shares 11,450 $307K 0.02% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,808 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,338 shares 1,338 $306K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 57,035 shares; 2025Q2: not reported; 2025Q3: 9,190 shares; 2025Q4: 32,943 shares 32,943 $306K 0.02% +23,753 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: 564,028 shares; 2024Q4: 2,553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares 1,553 $306K 0.02% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,874 shares; 2024Q4: 789 shares; 2025Q1: 756 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares 756 $305K 0.02% 0 Timeline GOVT 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: 12,281 shares; 2025Q1: 11,898 shares; 2025Q2: 14,698 shares; 2025Q3: 14,698 shares; 2025Q4: 13,222 shares 13,222 $304K 0.02% -1,476 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,432 shares; 2025Q1: 2,731 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares; 2025Q4: 1,439 shares 1,439 $304K 0.02% -635 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER 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: 20,148 shares; 2025Q3: 20,148 shares; 2025Q4: 15,173 shares 15,173 $302K 0.02% -4,975 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 3,000 shares 3,000 $301K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,993 shares 14,993 $301K 0.02% new Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,487 shares; 2024Q4: 31,259 shares; 2025Q1: 31,259 shares; 2025Q2: 32,438 shares; 2025Q3: 32,438 shares; 2025Q4: 32,277 shares 32,277 $297K 0.02% -161 Timeline JMSI 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: 5,900 shares; 2025Q1: not reported; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $297K 0.02% 0 Timeline ZAP 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: not reported; 2025Q4: 10,200 shares 10,200 $296K 0.02% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,672 shares; 2024Q4: 24,719 shares; 2025Q1: 25,595 shares; 2025Q2: 25,996 shares; 2025Q3: 25,996 shares; 2025Q4: 25,861 shares 25,861 $296K 0.02% -135 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,643 shares; 2024Q4: 527 shares; 2025Q1: 531 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 876 shares 876 $295K 0.02% +346 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,539 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,317 shares; 2025Q3: 7,317 shares; 2025Q4: 6,237 shares 6,237 $294K 0.02% -1,080 Timeline XSD 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: 2,058,296 shares; 2024Q4: 2,273 shares; 2025Q1: 1,968 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 912 shares 912 $293K 0.02% -1,038 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,732 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,606 shares 1,606 $293K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,659 shares 3,659 $292K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,908 shares; 2024Q4: 3,270 shares; 2025Q1: 2,513 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,281 shares 2,281 $291K 0.02% new 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: 70,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: not reported; 2025Q4: 4,927 shares 4,927 $291K 0.02% new Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,256 shares; 2024Q4: 23,700 shares; 2025Q1: 23,300 shares; 2025Q2: 23,650 shares; 2025Q3: 23,650 shares; 2025Q4: 23,650 shares 23,650 $291K 0.02% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,062 shares 11,062 $290K 0.02% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,395 shares; 2024Q4: 15,066 shares; 2025Q1: 15,066 shares; 2025Q2: 15,066 shares; 2025Q3: 15,066 shares; 2025Q4: 15,066 shares 15,066 $289K 0.02% 0 Timeline EIS 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: 1,048,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 2,823 shares; 2025Q4: 2,627 shares 2,627 $289K 0.02% -196 Timeline TDIV 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: 2,860 shares; 2025Q1: 2,914 shares; 2025Q2: 2,917 shares; 2025Q3: 2,917 shares; 2025Q4: 2,973 shares 2,973 $288K 0.02% +56 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,617 shares; 2024Q4: 13,051 shares; 2025Q1: 13,576 shares; 2025Q2: 12,705 shares; 2025Q3: 12,705 shares; 2025Q4: 26,335 shares 26,335 $287K 0.02% +13,630 Timeline FNDX 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: 9,406 shares; 2025Q2: 9,206 shares; 2025Q3: 9,206 shares; 2025Q4: 10,490 shares 10,490 $285K 0.02% +1,284 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: not reported; 2024Q4: 11,900 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares; 2025Q4: 12,765 shares 12,765 $284K 0.02% +865 Timeline COWG 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: 8,050 shares 8,050 $283K 0.02% new 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: 1,238,569 shares; 2024Q4: 3,313 shares; 2025Q1: 3,528 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 467 shares 467 $283K 0.02% -977 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,449 shares; 2024Q4: 10,694 shares; 2025Q1: 10,520 shares; 2025Q2: 10,355 shares; 2025Q3: 10,355 shares; 2025Q4: 12,792 shares 12,792 $282K 0.02% +2,437 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: 310,702 shares; 2024Q4: 5,643 shares; 2025Q1: 5,381 shares; 2025Q2: 5,268 shares; 2025Q3: 5,268 shares; 2025Q4: 3,963 shares 3,963 $281K 0.02% -1,305 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,800 shares; 2024Q4: 48,900 shares; 2025Q1: not reported; 2025Q2: 47,900 shares; 2025Q3: not reported; 2025Q4: 48,250 shares 48,250 $281K 0.02% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,752 shares; 2024Q4: 2,679 shares; 2025Q1: 2,388 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,535 shares 1,535 $280K 0.02% -71 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,309 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,382 shares 13,382 $279K 0.02% new Timeline VBR 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: 1,314 shares; 2025Q1: 1,389 shares; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,316 shares 1,316 $279K 0.02% -137 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,580 shares; 2024Q4: 4,918 shares; 2025Q1: 4,157 shares; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: 3,604 shares 3,604 $279K 0.02% -556 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: not reported; 2024Q4: 15,122 shares; 2025Q1: 9,231 shares; 2025Q2: 8,845 shares; 2025Q3: 8,845 shares; 2025Q4: 7,426 shares 7,426 $278K 0.02% -1,419 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,594 shares; 2024Q4: 19,131 shares; 2025Q1: 19,131 shares; 2025Q2: 19,131 shares; 2025Q3: 19,131 shares; 2025Q4: 19,131 shares 19,131 $277K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV 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: 2,508 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 4,104 shares 4,104 $276K 0.02% +2,021 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: 163,659 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares 1,946 $275K 0.02% new Timeline QQQE 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: 306,935 shares; 2024Q4: 3,400 shares; 2025Q1: 2,585 shares; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 2,685 shares 2,685 $275K 0.02% +100 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,355 shares; 2024Q4: 186 shares; 2025Q1: 194 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 162 shares 162 $274K 0.02% -36 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 13,271 shares 13,271 $272K 0.02% new 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: 497,918 shares; 2024Q4: 2,549 shares; 2025Q1: 2,402 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,269 shares 2,269 $272K 0.02% -116 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,543 shares; 2025Q1: 6,543 shares; 2025Q2: 6,543 shares; 2025Q3: 6,543 shares; 2025Q4: 6,574 shares 6,574 $272K 0.02% +31 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: 1,421,140 shares; 2024Q4: 19,205 shares; 2025Q1: 20,173 shares; 2025Q2: 14,125 shares; 2025Q3: 14,125 shares; 2025Q4: 7,323 shares 7,323 $271K 0.02% -6,802 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171,638 shares; 2025Q3: 164,100 shares; 2025Q4: 35,887 shares 35,887 $271K 0.02% -128,213 Timeline APTV APTIV PLC More: the full row for APTIV 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: 3,557 shares 3,557 $271K 0.02% new 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: 260,834 shares; 2024Q4: 3,307 shares; 2025Q1: 2,917 shares; 2025Q2: 2,928 shares; 2025Q3: 2,928 shares; 2025Q4: 2,928 shares 2,928 $270K 0.02% 0 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,191 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,728 shares; 2025Q3: 10,732 shares; 2025Q4: 20,507 shares 20,507 $267K 0.02% +9,775 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,403 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,494 shares 10,494 $267K 0.02% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,966 shares; 2024Q4: 4,889 shares; 2025Q1: 4,708 shares; 2025Q2: 4,483 shares; 2025Q3: 4,483 shares; 2025Q4: 3,077 shares 3,077 $266K 0.02% -1,406 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,295 shares; 2024Q4: 7,459 shares; 2025Q1: 7,459 shares; 2025Q2: 7,644 shares; 2025Q3: 7,644 shares; 2025Q4: 8,126 shares 8,126 $265K 0.02% +482 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,515 shares; 2024Q4: 3,049 shares; 2025Q1: 3,084 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,506 shares 2,506 $264K 0.02% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,358 shares 3,358 $264K 0.02% new Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,782 shares; 2024Q4: 37,900 shares; 2025Q1: 38,000 shares; 2025Q2: 36,750 shares; 2025Q3: 36,750 shares; 2025Q4: 21,150 shares 21,150 $264K 0.02% -15,600 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,858 shares; 2025Q1: 4,674 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 4,229 shares 4,229 $264K 0.02% -153 Timeline QYLG 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: 7,691 shares; 2025Q3: 7,691 shares; 2025Q4: 9,670 shares 9,670 $264K 0.02% +1,979 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: 427,764 shares; 2024Q4: 1,869 shares; 2025Q1: 1,313 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,417 shares 1,417 $263K 0.02% new 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: 173,888 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,416 shares 1,416 $263K 0.02% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,761 shares; 2024Q4: 8,413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,907 shares 10,907 $263K 0.02% new Timeline GMOI GMO ETF TRUST More: the full row for GMO 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: 7,807 shares 7,807 $262K 0.02% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,335 shares 5,335 $261K 0.02% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares 850 $260K 0.02% new Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,828 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,786 shares 25,786 $259K 0.02% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 3,961 shares 3,961 $259K 0.02% new Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,459 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,172 shares 11,172 $259K 0.02% new Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,930 shares; 2024Q4: 13,643 shares; 2025Q1: 13,643 shares; 2025Q2: 13,843 shares; 2025Q3: 13,843 shares; 2025Q4: 13,028 shares 13,028 $259K 0.02% -815 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: 360,349 shares; 2024Q4: 3,758 shares; 2025Q1: 3,734 shares; 2025Q2: 3,267 shares; 2025Q3: 3,267 shares; 2025Q4: 3,264 shares 3,264 $259K 0.02% -3 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,845 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,986 shares 9,986 $259K 0.02% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,102 shares; 2025Q3: 3,102 shares; 2025Q4: 3,095 shares 3,095 $258K 0.02% -7 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,412 shares 4,412 $258K 0.02% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,862 shares; 2025Q1: 13,064 shares; 2025Q2: 11,534 shares; 2025Q3: 11,534 shares; 2025Q4: 21,749 shares 21,749 $258K 0.02% +10,215 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: 214,734 shares; 2024Q4: 6,341 shares; 2025Q1: 6,341 shares; 2025Q2: 6,309 shares; 2025Q3: 6,309 shares; 2025Q4: 6,785 shares 6,785 $257K 0.02% +476 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,427 shares; 2024Q4: 7,230 shares; 2025Q1: 8,996 shares; 2025Q2: 7,627 shares; 2025Q3: 7,627 shares; 2025Q4: 9,133 shares 9,133 $257K 0.02% +1,506 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,690 shares; 2024Q4: 9,800 shares; 2025Q1: 14,100 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 11,000 shares 11,000 $257K 0.02% -2,200 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,917 shares; 2024Q4: 10,785 shares; 2025Q1: 10,785 shares; 2025Q2: 10,785 shares; 2025Q3: 10,785 shares; 2025Q4: 11,285 shares 11,285 $255K 0.02% +500 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,538 shares; 2024Q4: 2,379 shares; 2025Q1: 3,251 shares; 2025Q2: 3,606 shares; 2025Q3: 3,606 shares; 2025Q4: 3,178 shares 3,178 $255K 0.02% -428 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,200 shares; 2024Q4: 19,620 shares; 2025Q1: 12,120 shares; 2025Q2: 12,120 shares; 2025Q3: 26,470 shares; 2025Q4: 27,220 shares 27,220 $253K 0.02% +750 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,152 shares; 2024Q4: 11,185 shares; 2025Q1: 15,037 shares; 2025Q2: 22,086 shares; 2025Q3: 22,086 shares; 2025Q4: 25,292 shares 25,292 $252K 0.02% +3,206 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,155 shares 2,155 $252K 0.02% new 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: not reported; 2025Q4: 8,306 shares 8,306 $251K 0.02% new Timeline MTUM 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: 857 shares; 2025Q3: 857 shares; 2025Q4: 1,003 shares 1,003 $251K 0.02% +146 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,703 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,682 shares 4,682 $251K 0.02% new 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: 7,251 shares; 2025Q1: 7,001 shares; 2025Q2: 7,001 shares; 2025Q3: 7,001 shares; 2025Q4: 7,001 shares 7,001 $251K 0.02% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,493 shares; 2024Q4: 13,564 shares; 2025Q1: 13,564 shares; 2025Q2: 13,564 shares; 2025Q3: 13,564 shares; 2025Q4: 13,077 shares 13,077 $250K 0.02% -487 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,513 shares; 2024Q4: 24,556 shares; 2025Q1: 26,556 shares; 2025Q2: 22,556 shares; 2025Q3: 22,556 shares; 2025Q4: 33,556 shares 33,556 $250K 0.02% +11,000 Timeline RBLD 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: 3,121 shares; 2025Q1: 3,531 shares; 2025Q2: 3,521 shares; 2025Q3: 3,521 shares; 2025Q4: 3,347 shares 3,347 $250K 0.02% -174 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,746 shares; 2024Q4: 3,848 shares; 2025Q1: not reported; 2025Q2: 7,560 shares; 2025Q3: 8,110 shares; 2025Q4: 6,074 shares 6,074 $250K 0.02% -2,036 Timeline BSCZ 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: 12,004 shares 12,004 $250K 0.02% new Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,169 shares; 2025Q1: not reported; 2025Q2: 6,371 shares; 2025Q3: 6,371 shares; 2025Q4: 6,286 shares 6,286 $249K 0.02% -85 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,983 shares; 2025Q1: 17,833 shares; 2025Q2: 17,933 shares; 2025Q3: 17,933 shares; 2025Q4: 20,059 shares 20,059 $249K 0.02% +2,126 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,600 shares; 2024Q4: 34,302 shares; 2025Q1: 34,302 shares; 2025Q2: 34,302 shares; 2025Q3: 34,302 shares; 2025Q4: 39,075 shares 39,075 $249K 0.02% +4,773 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: 404,946 shares; 2024Q4: 1,223 shares; 2025Q1: 1,139 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 450 shares 450 $248K 0.02% -34 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,744 shares; 2025Q4: 1,867 shares 1,867 $248K 0.02% +123 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,560 shares; 2024Q4: 2,855 shares; 2025Q1: not reported; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,907 shares 2,907 $248K 0.02% +51 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,260 shares; 2024Q4: 12,827 shares; 2025Q1: 19,047 shares; 2025Q2: 20,012 shares; 2025Q3: 20,012 shares; 2025Q4: 23,617 shares 23,617 $248K 0.02% +3,605 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,614 shares; 2024Q4: 453 shares; 2025Q1: 470 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 273 shares 273 $247K 0.02% -3 Timeline ALDX ALDEYRA THERAPEUTICS INC More: the full row for ALDEYRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,287 shares; 2024Q4: 59,750 shares; 2025Q1: 48,640 shares; 2025Q2: 48,640 shares; 2025Q3: 48,640 shares; 2025Q4: 47,475 shares 47,475 $246K 0.02% -1,165 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,661 shares; 2024Q4: 5,106 shares; 2025Q1: not reported; 2025Q2: 3,416 shares; 2025Q3: 3,416 shares; 2025Q4: 2,672 shares 2,672 $246K 0.02% -744 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: 237,634 shares; 2024Q4: 1,925 shares; 2025Q1: 1,927 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,856 shares 1,856 $244K 0.02% -74 Timeline DJIA 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: not reported; 2025Q4: 11,017 shares 11,017 $242K 0.02% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,011 shares; 2025Q3: 72,011 shares; 2025Q4: 30,761 shares 30,761 $242K 0.02% -41,250 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,703 shares; 2025Q1: 4,683 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,817 shares 2,817 $242K 0.02% new Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,631 shares; 2024Q4: 14,336 shares; 2025Q1: 14,349 shares; 2025Q2: 14,567 shares; 2025Q3: 14,567 shares; 2025Q4: 14,578 shares 14,578 $241K 0.02% +11 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,569 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,530 shares 7,530 $240K 0.02% new 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: 186,071 shares; 2024Q4: not reported; 2025Q1: 4,797 shares; 2025Q2: 4,805 shares; 2025Q3: 4,805 shares; 2025Q4: 4,169 shares 4,169 $240K 0.02% -636 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: not reported; 2024Q4: 1,354 shares; 2025Q1: 1,974 shares; 2025Q2: 1,888 shares; 2025Q3: 1,888 shares; 2025Q4: 1,547 shares 1,547 $239K 0.02% -341 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,856 shares; 2025Q2: 2,837 shares; 2025Q3: 2,837 shares; 2025Q4: 1,867 shares 1,867 $239K 0.02% -970 Timeline QCJL 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: 13,483 shares; 2025Q1: 12,933 shares; 2025Q2: 10,855 shares; 2025Q3: 10,855 shares; 2025Q4: 10,050 shares 10,050 $238K 0.02% -805 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,740 shares 2,740 $238K 0.02% new Timeline AGX ARGAN INC More: the full row for ARGAN 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: 760 shares 760 $238K 0.02% new 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: 91,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,483 shares 14,483 $237K 0.02% new Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,922 shares; 2024Q4: 21,009 shares; 2025Q1: 21,009 shares; 2025Q2: 21,009 shares; 2025Q3: 21,009 shares; 2025Q4: 21,009 shares 21,009 $237K 0.02% 0 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: 146,861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,676 shares 1,676 $236K 0.02% new Timeline FICS 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: 5,961 shares; 2025Q1: 5,965 shares; 2025Q2: 6,812 shares; 2025Q3: 6,812 shares; 2025Q4: 5,895 shares 5,895 $236K 0.02% -917 Timeline MBB 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: 7,465 shares; 2025Q1: 6,152 shares; 2025Q2: 4,789 shares; 2025Q3: 4,682 shares; 2025Q4: 2,476 shares 2,476 $236K 0.02% -2,206 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: 160,543 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,740 shares 3,740 $236K 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,220 shares; 2024Q4: not reported; 2025Q1: 2,012 shares; 2025Q2: 1,821 shares; 2025Q3: not reported; 2025Q4: 1,389 shares 1,389 $236K 0.02% new Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,443 shares 7,443 $235K 0.02% new 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: 16,578 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $235K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $234K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,451 shares; 2024Q4: 5,934 shares; 2025Q1: 5,859 shares; 2025Q2: 5,297 shares; 2025Q3: 5,297 shares; 2025Q4: 5,012 shares 5,012 $233K 0.02% -285 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 711 shares 711 $232K 0.02% new 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: 12,340 shares; 2025Q3: 12,340 shares; 2025Q4: 3,313 shares 3,313 $231K 0.02% -9,027 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,144 shares; 2024Q4: 46,170 shares; 2025Q1: 45,704 shares; 2025Q2: 45,737 shares; 2025Q3: 45,737 shares; 2025Q4: 44,766 shares 44,766 $231K 0.02% -971 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,128 shares; 2024Q4: not reported; 2025Q1: 1,157 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,143 shares 1,143 $230K 0.02% -100 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: 261,657 shares; 2024Q4: 8,442 shares; 2025Q1: 7,567 shares; 2025Q2: 7,567 shares; 2025Q3: 7,567 shares; 2025Q4: 8,138 shares 8,138 $230K 0.02% +571 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,441 shares 4,441 $230K 0.02% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,568 shares; 2024Q4: 30,020 shares; 2025Q1: 30,354 shares; 2025Q2: 220,354 shares; 2025Q3: not reported; 2025Q4: 220,354 shares 220,354 $229K 0.02% new Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,951 shares; 2024Q4: 16,102 shares; 2025Q1: 16,272 shares; 2025Q2: 16,849 shares; 2025Q3: 16,849 shares; 2025Q4: 16,261 shares 16,261 $229K 0.02% -588 Timeline VFH 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: 2,798 shares; 2025Q1: 2,648 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,713 shares 1,713 $229K 0.02% -190 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: not reported; 2024Q4: 5,787 shares; 2025Q1: 6,069 shares; 2025Q2: 6,069 shares; 2025Q3: 6,069 shares; 2025Q4: 6,390 shares 6,390 $229K 0.02% +321 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: 106,341 shares; 2024Q4: not reported; 2025Q1: 10,247 shares; 2025Q2: 22,082 shares; 2025Q3: 22,082 shares; 2025Q4: 13,243 shares 13,243 $228K 0.02% -8,839 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: 10,170 shares 10,170 $228K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,834 shares; 2024Q4: 101,775 shares; 2025Q1: 101,694 shares; 2025Q2: 101,546 shares; 2025Q3: not reported; 2025Q4: 101,292 shares 101,292 $228K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,730 shares 5,730 $228K 0.02% new Timeline USRT 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: 6,362 shares; 2025Q1: 5,278 shares; 2025Q2: 3,932 shares; 2025Q3: 3,932 shares; 2025Q4: 3,990 shares 3,990 $227K 0.02% +58 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,581 shares; 2024Q4: 18,125 shares; 2025Q1: 18,125 shares; 2025Q2: 18,125 shares; 2025Q3: 18,125 shares; 2025Q4: 18,125 shares 18,125 $226K 0.02% 0 Timeline SPYM 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: 4,509 shares; 2025Q1: 4,517 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 2,813 shares 2,813 $226K 0.02% -1,853 Timeline HDV 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: 281,875 shares; 2024Q4: 2,382 shares; 2025Q1: 1,808 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,840 shares 1,840 $224K 0.02% +68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,035 shares; 2025Q3: 8,035 shares; 2025Q4: 3,422 shares 3,422 $222K 0.02% -4,613 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,981 shares; 2024Q4: 1,498 shares; 2025Q1: 1,469 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,090 shares 1,090 $221K 0.02% -175 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,849 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,458 shares; 2025Q3: 4,458 shares; 2025Q4: 3,735 shares 3,735 $221K 0.02% -723 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: 5,075 shares; 2025Q1: 2,933 shares; 2025Q2: 2,685 shares; 2025Q3: 2,685 shares; 2025Q4: 2,288 shares 2,288 $220K 0.02% -397 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236 shares 236 $220K 0.02% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,268 shares; 2024Q4: 2,408 shares; 2025Q1: not reported; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares 2,368 $219K 0.01% 0 Timeline FIXD 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: 6,436 shares; 2025Q1: 5,336 shares; 2025Q2: 4,836 shares; 2025Q3: 4,836 shares; 2025Q4: 4,895 shares 4,895 $217K 0.01% +59 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,596 shares; 2024Q4: 16,180 shares; 2025Q1: 15,412 shares; 2025Q2: 15,941 shares; 2025Q3: 15,940 shares; 2025Q4: 16,814 shares 16,814 $217K 0.01% +874 Timeline FPEI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,160 shares 11,160 $216K 0.01% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares; 2025Q4: 4,862 shares 4,862 $216K 0.01% -255 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: 605,201 shares; 2024Q4: 1,918 shares; 2025Q1: 1,918 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares 575 $215K 0.01% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,672 shares; 2024Q4: 2,184 shares; 2025Q1: 2,183 shares; 2025Q2: 2,009 shares; 2025Q3: 2,009 shares; 2025Q4: 2,120 shares 2,120 $213K 0.01% +111 Timeline FXD 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: 301,743 shares; 2024Q4: 4,528 shares; 2025Q1: not reported; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,111 shares 3,111 $213K 0.01% -202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares 4,200 $212K 0.01% new Timeline DTCR 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: 10,053 shares; 2025Q2: 10,053 shares; 2025Q3: 10,053 shares; 2025Q4: 10,054 shares 10,054 $212K 0.01% +1 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: 1,813,571 shares; 2024Q4: 19,908 shares; 2025Q1: 20,676 shares; 2025Q2: 9,605 shares; 2025Q3: 9,705 shares; 2025Q4: 4,167 shares 4,167 $212K 0.01% -5,538 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,047 shares; 2024Q4: 2,314 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares 1,172 $211K 0.01% new Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,371 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares 4,289 $211K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,182 shares; 2024Q4: 485 shares; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 371 shares 371 $211K 0.01% -19 Timeline IXN 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: 358,428 shares; 2024Q4: 2,647 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,002 shares 2,002 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,472 shares 2,472 $209K 0.01% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,660 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares 859 $209K 0.01% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004,033 shares; 2024Q4: 18,276 shares; 2025Q1: 27,584 shares; 2025Q2: 10,614 shares; 2025Q3: 10,614 shares; 2025Q4: 5,927 shares 5,927 $209K 0.01% -4,687 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: 400,040 shares; 2024Q4: 832 shares; 2025Q1: 758 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 755 shares 755 $208K 0.01% -32 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: 180,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 972 shares 972 $208K 0.01% -37 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,944 shares; 2024Q4: 16,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: 16,100 shares 16,100 $208K 0.01% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 7,191 shares 7,191 $207K 0.01% new Timeline QQXT 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: 193,559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares 2,080 $207K 0.01% 0 Timeline EQWL 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: not reported; 2025Q4: 1,740 shares 1,740 $206K 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: 9,145 shares; 2025Q1: 9,145 shares; 2025Q2: 9,145 shares; 2025Q3: 9,145 shares; 2025Q4: 9,145 shares 9,145 $205K 0.01% 0 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: 204,254 shares; 2024Q4: 1,223 shares; 2025Q1: 1,226 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,112 shares 1,112 $205K 0.01% new 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: 172,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,488 shares 1,488 $205K 0.01% new Timeline IUSG 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: 1,948 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,220 shares 1,220 $205K 0.01% -471 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 13,956 shares 13,956 $204K 0.01% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,758 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,973 shares 1,973 $203K 0.01% new Timeline FCG 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: 9,409 shares; 2025Q1: 9,409 shares; 2025Q2: 9,409 shares; 2025Q3: 9,409 shares; 2025Q4: 8,649 shares 8,649 $202K 0.01% -760 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: 87,283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $202K 0.01% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,837 shares 1,837 $201K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,770 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: not reported; 2025Q4: 1,257 shares 1,257 $200K 0.01% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 5,665 shares 5,665 $200K 0.01% new Timeline FTBI 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: 9,400 shares 9,400 $200K 0.01% new Timeline DXJ 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: 117,360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,383 shares 1,383 $199K 0.01% new 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: 2,438 shares 2,438 $199K 0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,383 shares; 2024Q4: not reported; 2025Q1: 2,843 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,571 shares 2,571 $199K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,576 shares; 2024Q4: 102,326 shares; 2025Q1: 103,156 shares; 2025Q2: 103,154 shares; 2025Q3: 3,154 shares; 2025Q4: 100,969 shares 100,969 $198K 0.01% +97,815 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,657 shares; 2024Q4: 6,519 shares; 2025Q1: 2,886 shares; 2025Q2: 5,770 shares; 2025Q3: 5,770 shares; 2025Q4: 2,649 shares 2,649 $197K 0.01% -3,121 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,637 shares; 2024Q4: 21,726 shares; 2025Q1: 22,807 shares; 2025Q2: 20,264 shares; 2025Q3: 20,264 shares; 2025Q4: 30,031 shares 30,031 $194K 0.01% +9,767 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 1,808 shares 1,808 $193K 0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,113 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,485 shares 2,485 $192K 0.01% new Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,250 shares; 2025Q1: 21,250 shares; 2025Q2: 21,250 shares; 2025Q3: 21,250 shares; 2025Q4: 18,250 shares 18,250 $192K 0.01% -3,000 Timeline IUSV 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: 3,062 shares; 2025Q2: not reported; 2025Q3: 2,104 shares; 2025Q4: 1,856 shares 1,856 $190K 0.01% -248 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,416 shares 14,416 $190K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,168 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,161 shares 2,161 $189K 0.01% new Timeline SPYG 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: 6,613 shares; 2025Q1: 2,560 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,761 shares 1,761 $188K 0.01% new 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: 932 shares; 2025Q1: 928 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 652 shares 652 $188K 0.01% -297 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER 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: 7,308 shares 7,308 $188K 0.01% new 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: 2,277 shares; 2025Q1: 5,707 shares; 2025Q2: 7,438 shares; 2025Q3: 7,438 shares; 2025Q4: 1,488 shares 1,488 $187K 0.01% -5,950 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,699 shares; 2024Q4: 38,682 shares; 2025Q1: 32,522 shares; 2025Q2: 27,522 shares; 2025Q3: 27,522 shares; 2025Q4: 45,322 shares 45,322 $187K 0.01% +17,800 Timeline HYDB 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: 6,599 shares; 2025Q1: 6,599 shares; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares; 2025Q4: 3,949 shares 3,949 $187K 0.01% -1,100 Timeline IWN 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: 150,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares 1,029 $186K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,889 shares; 2024Q4: not reported; 2025Q1: 1,824 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,141 shares 1,141 $186K 0.01% -655 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,466 shares 15,466 $186K 0.01% new 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: 324,626 shares; 2024Q4: 636 shares; 2025Q1: 553 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 410 shares 410 $186K 0.01% -88 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,200 shares 20,200 $186K 0.01% new 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: 233,269 shares; 2024Q4: 4,436 shares; 2025Q1: 4,678 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,710 shares 3,710 $186K 0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,814 shares 2,814 $184K 0.01% new Timeline SPMD 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: 14,165 shares; 2025Q3: 14,165 shares; 2025Q4: 3,177 shares 3,177 $184K 0.01% -10,988 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: 2,950 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,250 shares 2,250 $184K 0.01% new Timeline XYLG 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: not reported; 2025Q4: 6,650 shares 6,650 $183K 0.01% new Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS 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: 17,550 shares 17,550 $182K 0.01% new Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,331 shares; 2024Q4: 200,400 shares; 2025Q1: 206,900 shares; 2025Q2: 206,900 shares; 2025Q3: 206,900 shares; 2025Q4: 208,150 shares 208,150 $182K 0.01% +1,250 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: 359,284 shares; 2024Q4: 14,243 shares; 2025Q1: 18,670 shares; 2025Q2: 20,443 shares; 2025Q3: 20,443 shares; 2025Q4: 11,843 shares 11,843 $182K 0.01% -8,600 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,879 shares 2,879 $181K 0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,660 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,711 shares 19,711 $181K 0.01% new Timeline VTHR 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: 206,741 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $180K 0.01% new Timeline MISL 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: 4,144 shares 4,144 $177K 0.01% new Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,993 shares; 2024Q4: 14,984 shares; 2025Q1: 14,984 shares; 2025Q2: 14,984 shares; 2025Q3: 14,984 shares; 2025Q4: 14,984 shares 14,984 $177K 0.01% 0 Timeline EFG 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: 3,207 shares; 2025Q1: 2,293 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 1,551 shares 1,551 $177K 0.01% -600 Timeline MFLX 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: 10,967 shares; 2025Q1: not reported; 2025Q2: 12,617 shares; 2025Q3: 12,617 shares; 2025Q4: 10,337 shares 10,337 $176K 0.01% -2,280 Timeline SPHY 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: 10,614 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,375 shares 7,375 $175K 0.01% new 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: 149,976 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,753 shares 1,753 $175K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 309 shares 309 $174K 0.01% new 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: 129,185 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares 420 $173K 0.01% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,397 shares; 2024Q4: 3,362 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,536 shares 2,536 $173K 0.01% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares 1,380 $172K 0.01% new Timeline MAGS LISTED FDS TR More: the full row for LISTED 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: 5,006 shares; 2025Q2: 5,430 shares; 2025Q3: 4,230 shares; 2025Q4: 2,605 shares 2,605 $172K 0.01% -1,625 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,505 shares 1,505 $171K 0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301,030 shares; 2024Q4: 417,926 shares; 2025Q1: 397,426 shares; 2025Q2: 397,426 shares; 2025Q3: 397,426 shares; 2025Q4: 27,739 shares 27,739 $171K 0.01% -369,687 Timeline TQQQ 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: 287,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,226 shares 3,226 $170K 0.01% new Timeline ESGE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,842 shares 3,842 $170K 0.01% new Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,137 shares; 2024Q4: 31,350 shares; 2025Q1: 31,350 shares; 2025Q2: 31,350 shares; 2025Q3: 28,450 shares; 2025Q4: 28,450 shares 28,450 $170K 0.01% 0 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: 242,514 shares; 2024Q4: 18,171 shares; 2025Q1: 16,993 shares; 2025Q2: not reported; 2025Q3: 15,618 shares; 2025Q4: 12,888 shares 12,888 $168K 0.01% -2,730 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,131 shares; 2025Q1: 6,715 shares; 2025Q2: 11,453 shares; 2025Q3: 11,453 shares; 2025Q4: 2,003 shares 2,003 $167K 0.01% -9,450 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,982 shares; 2024Q4: 2,420 shares; 2025Q1: 2,927 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,310 shares 1,310 $167K 0.01% new Timeline WINN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,630 shares; 2025Q3: 7,630 shares; 2025Q4: 5,360 shares 5,360 $167K 0.01% -2,270 Timeline ZROZ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,590 shares 2,590 $166K 0.01% new 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: 232,412 shares; 2024Q4: 883 shares; 2025Q1: 1,047 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 643 shares 643 $166K 0.01% -266 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,389 shares; 2024Q4: 13,609 shares; 2025Q1: 13,609 shares; 2025Q2: 15,609 shares; 2025Q3: 15,609 shares; 2025Q4: 18,609 shares 18,609 $164K 0.01% +3,000 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: 84,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: not reported; 2025Q4: 2,024 shares 2,024 $164K 0.01% new 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: 374,872 shares; 2024Q4: 1,451 shares; 2025Q1: 1,477 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477 shares 477 $163K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,061 shares 6,061 $163K 0.01% new Timeline IXG 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: 318,545 shares; 2024Q4: 2,778 shares; 2025Q1: 2,639 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares; 2025Q4: 1,339 shares 1,339 $162K 0.01% -1,300 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: 3,320 shares 3,320 $161K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,303 shares; 2025Q1: not reported; 2025Q2: 75,386 shares; 2025Q3: not reported; 2025Q4: 75,458 shares 75,458 $161K 0.01% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,415 shares; 2024Q4: 46,719 shares; 2025Q1: 46,684 shares; 2025Q2: 46,260 shares; 2025Q3: 46,260 shares; 2025Q4: 14,197 shares 14,197 $161K 0.01% -32,063 Timeline PALC 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: 3,053 shares 3,053 $159K 0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,380 shares 3,380 $159K 0.01% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares 1,286 $159K 0.01% new Timeline FEX 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: 178,620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,334 shares 1,334 $158K 0.01% new 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: 116,238 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,813 shares 3,813 $158K 0.01% new Timeline IYF 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: 100,584 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,220 shares 1,220 $157K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,302 shares; 2024Q4: 130 shares; 2025Q1: 158 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 78 shares 78 $157K 0.01% -42 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,008 shares; 2024Q4: 11,875 shares; 2025Q1: not reported; 2025Q2: 12,075 shares; 2025Q3: 11,875 shares; 2025Q4: 35,975 shares 35,975 $157K 0.01% +24,100 Timeline GSLC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,184 shares 1,184 $157K 0.01% new Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,000 shares; 2025Q4: 60,500 shares 60,500 $156K 0.01% +500 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: 1,161 shares 1,161 $156K 0.01% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,531 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,245 shares 2,245 $155K 0.01% new Timeline JXX 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: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 5,525 shares 5,525 $155K 0.01% -2,975 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,971 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,352 shares 4,352 $155K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares 1,800 $154K 0.01% new 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: 19,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,154 shares 2,154 $153K 0.01% new Timeline DYLG 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: not reported; 2025Q4: 5,760 shares 5,760 $153K 0.01% new Timeline LDRC 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: 6,000 shares 6,000 $152K 0.01% new Timeline SEMLER SCIENTIFIC INC SEMLER SCIENTIFIC INC More: the full row for SEMLER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,700 shares; 2025Q3: 12,700 shares; 2025Q4: 9,950 shares 9,950 $152K 0.01% -2,750 SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,261 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,919 shares 1,919 $152K 0.01% new Timeline FTGC 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: 155,503 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,483 shares 6,483 $151K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,811 shares 3,811 $150K 0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,694 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 673 shares 673 $150K 0.01% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 3,545 shares 3,545 $149K 0.01% new Timeline FFOG 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: 3,189 shares 3,189 $149K 0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,125 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,284 shares 6,284 $149K 0.01% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,968 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,248 shares 3,248 $149K 0.01% new Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares 11,000 $149K 0.01% new Timeline VTEB 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: 178,818 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,959 shares 2,959 $149K 0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 6,820 shares; 2025Q3: 6,750 shares; 2025Q4: 2,941 shares 2,941 $149K 0.01% -3,809 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,332 shares 6,332 $148K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,038 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,219 shares 8,219 $148K 0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,993 shares; 2024Q4: 11,118 shares; 2025Q1: 11,118 shares; 2025Q2: 31,118 shares; 2025Q3: 11,118 shares; 2025Q4: 29,418 shares 29,418 $147K 0.01% +18,300 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,212 shares 10,212 $147K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,712 shares 2,712 $146K 0.01% new 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: 6,449,717 shares; 2024Q4: 16,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,877 shares 6,877 $144K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,078 shares 2,078 $144K 0.01% new 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: 1,138,936 shares; 2024Q4: 10,504 shares; 2025Q1: 10,204 shares; 2025Q2: 10,209 shares; 2025Q3: 10,209 shares; 2025Q4: 10,039 shares 10,039 $144K 0.01% -170 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: 297,126 shares; 2024Q4: 2,301 shares; 2025Q1: 2,220 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 884 shares 884 $143K 0.01% new Timeline MUB 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: 2,323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares 1,327 $142K 0.01% new Timeline SCHR 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: 8,207 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,663 shares 5,663 $142K 0.01% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,008 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,104 shares 8,104 $142K 0.01% new 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: 264,785 shares; 2024Q4: 3,383 shares; 2025Q1: 3,387 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 1,644 shares 1,644 $142K 0.01% -1,443 Timeline SHYG 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: 3,291 shares 3,291 $141K 0.01% new Timeline BSMZ 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: 5,545 shares 5,545 $141K 0.01% new Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,052 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,763 shares 6,763 $141K 0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 3,611 shares 3,611 $140K 0.01% new Timeline RND 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: 4,600 shares 4,600 $140K 0.01% new Timeline QLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $138K 0.01% new Timeline LOAN MANHATTAN BRDG CAP INC More: the full row for MANHATTAN BRDG CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,682 shares; 2024Q4: 27,421 shares; 2025Q1: not reported; 2025Q2: 27,211 shares; 2025Q3: 27,211 shares; 2025Q4: 29,595 shares 29,595 $138K 0.01% +2,384 Timeline PWB 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: not reported; 2025Q4: 1,076 shares 1,076 $137K 0.01% new Timeline CMF 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: 2,376 shares 2,376 $137K 0.01% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,813 shares 5,813 $136K 0.01% new Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,142 shares 2,142 $135K 0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,485 shares; 2024Q4: 3,461 shares; 2025Q1: 6,704 shares; 2025Q2: 6,626 shares; 2025Q3: 6,626 shares; 2025Q4: 2,312 shares 2,312 $135K 0.01% -4,314 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,797 shares 1,797 $134K 0.01% new Timeline SIL 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: not reported; 2025Q4: 1,590 shares 1,590 $133K 0.01% new Timeline PSK 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: 4,185 shares 4,185 $133K 0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,133 shares; 2024Q4: 8,589 shares; 2025Q1: 3,897 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,356 shares 3,356 $132K 0.01% new Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,940 shares; 2024Q4: 46,382 shares; 2025Q1: 46,382 shares; 2025Q2: 37,059 shares; 2025Q3: 37,059 shares; 2025Q4: 26,526 shares 26,526 $131K 0.01% -10,533 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: 853 shares 853 $131K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 2,859 shares 2,859 $130K 0.01% new Timeline XLG 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: not reported; 2025Q4: 2,188 shares 2,188 $130K 0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,021 shares; 2025Q3: 10,021 shares; 2025Q4: 10,029 shares 10,029 $129K 0.01% +8 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,814 shares 8,814 $129K 0.01% new Timeline PTEU 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: 11,241,982 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,165 shares 4,165 $128K 0.01% new Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR 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: not reported; 2025Q4: 2,536 shares 2,536 $128K 0.01% new Timeline AIPO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,748 shares 5,748 $127K 0.01% new Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 13,917 shares 13,917 $127K 0.01% +2,417 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,423 shares; 2024Q4: 6,428 shares; 2025Q1: 6,600 shares; 2025Q2: 5,970 shares; 2025Q3: 5,973 shares; 2025Q4: 3,625 shares 3,625 $127K 0.01% -2,348 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,473 shares 2,473 $126K 0.01% new 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: 185,940 shares; 2024Q4: 24,338 shares; 2025Q1: 17,846 shares; 2025Q2: 14,794 shares; 2025Q3: 14,794 shares; 2025Q4: 8,796 shares 8,796 $126K 0.01% -5,998 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 840 shares 840 $126K 0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,282 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 633 shares 633 $126K 0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,452 shares 1,452 $126K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926 shares 1,926 $125K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 768 shares 768 $124K 0.01% new Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 24,200 shares 24,200 $124K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,800 shares 10,800 $124K 0.01% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,456 shares 1,456 $123K 0.01% new Timeline IGSB 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: 4,076 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,316 shares 2,316 $122K 0.01% new Timeline QWLD 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: not reported; 2025Q3: not reported; 2025Q4: 839 shares 839 $120K 0.01% new 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: 73,166 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 467 shares 467 $120K 0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,914 shares 8,914 $119K 0.01% new Timeline IYT 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: 1,600 shares 1,600 $119K 0.01% new Timeline BBEU 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: 5,917 shares; 2025Q1: 5,838 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618 shares 1,618 $119K 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: 6,923 shares 6,923 $118K 0.01% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,786 shares 1,786 $118K 0.01% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,392 shares 1,392 $117K 0.01% new Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES 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: 1,200 shares 1,200 $117K 0.01% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,022 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,241 shares 10,241 $117K 0.01% new 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: 54,215 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,917 shares 5,917 $117K 0.01% new Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,920 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,550 shares; 2025Q4: 18,025 shares 18,025 $116K 0.01% +475 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,991 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,369 shares 5,369 $116K 0.01% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,082 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,957 shares 4,957 $116K 0.01% new Timeline TLTW 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: 5,078 shares 5,078 $115K 0.01% new Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,478 shares; 2024Q4: 12,645 shares; 2025Q1: 12,797 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares; 2025Q4: 10,963 shares 10,963 $115K 0.01% -129 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962 shares 962 $115K 0.01% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares 1,498 $114K 0.01% new Timeline FDM 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: 92,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,427 shares 1,427 $114K 0.01% new 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: 130,338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 328 shares 328 $113K 0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,595 shares 3,595 $113K 0.01% new Timeline HYMB 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: 4,530 shares 4,530 $113K 0.01% new Timeline FCVT 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: 106,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,602 shares 2,602 $112K 0.01% new Timeline BUG 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: not reported; 2025Q4: 3,655 shares 3,655 $111K 0.01% new Timeline BLV 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: 78,853 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,586 shares 1,586 $110K 0.01% new Timeline PTNQ 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: 3,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,391 shares 1,391 $109K 0.01% new Timeline VGLT 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: 12,900 shares; 2025Q1: 11,886 shares; 2025Q2: 28,482 shares; 2025Q3: 28,482 shares; 2025Q4: 1,952 shares 1,952 $109K 0.01% -26,530 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 981 shares 981 $109K 0.01% new Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,911 shares 10,911 $109K 0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,324 shares 2,324 $109K 0.01% new Timeline PDBA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 3,180 shares 3,180 $108K 0.01% -3,094 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares 2,366 $108K 0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767 shares 1,767 $108K 0.01% new Timeline IGBH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,372 shares 4,372 $108K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,364 shares; 2025Q1: 11,509 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,191 shares 6,191 $107K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 527 shares 527 $107K 0.01% new Timeline AGQI 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: 6,349 shares 6,349 $105K 0.01% new Timeline FTIF 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: 4,575 shares 4,575 $104K 0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 479 shares 479 $104K 0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,087 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,646 shares 2,646 $104K 0.01% new Timeline TSLY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,760 shares 2,760 $104K 0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,279 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares 1,018 $104K 0.01% new Timeline XPND 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: 2,866 shares 2,866 $103K 0.01% new Timeline