TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 6,279 shares; 2025Q1: 7,193 shares; 2025Q2: 7,735 shares; 2025Q3: 14,130 shares; 2025Q4: 13,985 shares 13,985 $670K 0.01% -145 Timeline DOCT 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: 43,127 shares; 2025Q1: 40,117 shares; 2025Q2: 18,497 shares; 2025Q3: 15,119 shares; 2025Q4: 15,119 shares 15,119 $670K 0.01% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,511 shares; 2025Q2: 11,154 shares; 2025Q3: 11,467 shares; 2025Q4: 28,885 shares 28,885 $664K 0.01% +17,418 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,230 shares; 2025Q1: 16,170 shares; 2025Q2: 16,170 shares; 2025Q3: 15,610 shares; 2025Q4: 17,555 shares 17,555 $664K 0.01% +1,945 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares 2,075 $664K 0.01% new Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,295 shares; 2025Q3: 9,655 shares; 2025Q4: 10,039 shares 10,039 $663K 0.01% +384 Timeline KIE 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: 10,263 shares; 2025Q1: 10,372 shares; 2025Q2: 10,252 shares; 2025Q3: 10,357 shares; 2025Q4: 11,001 shares 11,001 $662K 0.01% +644 Timeline IDHQ 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: 8,545 shares; 2025Q3: 16,905 shares; 2025Q4: 18,768 shares 18,768 $660K 0.01% +1,863 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 10,322 shares; 2025Q1: 10,234 shares; 2025Q2: 10,399 shares; 2025Q3: 10,281 shares; 2025Q4: 10,282 shares 10,282 $658K 0.01% +1 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 4,660 shares; 2025Q1: 7,333 shares; 2025Q2: 7,108 shares; 2025Q3: 7,943 shares; 2025Q4: 6,776 shares 6,776 $658K 0.01% -1,167 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: not reported; 2025Q1: not reported; 2025Q2: 10,201 shares; 2025Q3: 10,092 shares; 2025Q4: 11,516 shares 11,516 $656K 0.01% +1,424 Timeline JOYY JOYY INC More: the full row for JOYY 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: 10,085 shares 10,085 $653K 0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,412 shares; 2024Q4: 12,514 shares; 2025Q1: 14,151 shares; 2025Q2: 12,641 shares; 2025Q3: 10,108 shares; 2025Q4: 10,215 shares 10,215 $651K 0.01% +107 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale 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: 5,950 shares 5,950 $647K 0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON 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: 4,331 shares; 2025Q2: 14,703 shares; 2025Q3: 14,622 shares; 2025Q4: 15,376 shares 15,376 $644K 0.01% +754 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 46,777 shares; 2025Q3: 23,488 shares; 2025Q4: 25,275 shares 25,275 $643K 0.01% +1,787 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,759 shares; 2025Q1: 6,099 shares; 2025Q2: 5,617 shares; 2025Q3: 4,923 shares; 2025Q4: 3,967 shares 3,967 $643K 0.01% -956 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,272 shares; 2024Q4: 65,450 shares; 2025Q1: 61,190 shares; 2025Q2: 60,223 shares; 2025Q3: 57,171 shares; 2025Q4: 48,511 shares 48,511 $641K 0.01% -8,660 Timeline PLYM PLYMOUTH INDUSTRIAL REIT INC More: the full row for PLYMOUTH INDUSTRIAL REIT 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: 18,804 shares; 2025Q2: 35,973 shares; 2025Q3: 28,859 shares; 2025Q4: 29,280 shares 29,280 $641K 0.01% +421 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,671 shares; 2024Q4: 16,386 shares; 2025Q1: 16,246 shares; 2025Q2: 18,500 shares; 2025Q3: 16,039 shares; 2025Q4: 15,251 shares 15,251 $639K 0.01% -788 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,402 shares; 2024Q4: 35,402 shares; 2025Q1: 41,989 shares; 2025Q2: 35,152 shares; 2025Q3: 58,084 shares; 2025Q4: 35,847 shares 35,847 $639K 0.01% -22,237 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: 23,563 shares; 2024Q4: 23,628 shares; 2025Q1: 27,985 shares; 2025Q2: 31,797 shares; 2025Q3: 32,588 shares; 2025Q4: 33,238 shares 33,238 $638K 0.01% +650 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,295 shares; 2025Q1: 4,277 shares; 2025Q2: 4,308 shares; 2025Q3: 4,047 shares; 2025Q4: 3,848 shares 3,848 $638K 0.01% -199 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 19,215 shares 19,215 $635K 0.01% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 4,688 shares; 2025Q1: 3,938 shares; 2025Q2: 4,763 shares; 2025Q3: 5,995 shares; 2025Q4: 6,320 shares 6,320 $635K 0.01% +325 Timeline XLB 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: 6,150 shares; 2024Q4: 6,751 shares; 2025Q1: 6,512 shares; 2025Q2: 7,139 shares; 2025Q3: 6,802 shares; 2025Q4: 13,987 shares 13,987 $634K 0.01% +7,185 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,420 shares; 2025Q1: 4,801 shares; 2025Q2: 6,346 shares; 2025Q3: 4,829 shares; 2025Q4: 4,563 shares 4,563 $634K 0.01% -266 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: 12,831 shares; 2024Q4: 14,058 shares; 2025Q1: 13,828 shares; 2025Q2: 20,630 shares; 2025Q3: 18,264 shares; 2025Q4: 10,976 shares 10,976 $631K 0.01% -7,288 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,591 shares; 2024Q4: 47,741 shares; 2025Q1: 46,067 shares; 2025Q2: 44,537 shares; 2025Q3: 45,053 shares; 2025Q4: 42,596 shares 42,596 $631K 0.01% -2,457 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,076 shares; 2025Q3: 6,996 shares; 2025Q4: 12,405 shares 12,405 $631K 0.01% +5,409 Timeline FJUL 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: 15,835 shares; 2024Q4: 10,255 shares; 2025Q1: 10,255 shares; 2025Q2: 11,255 shares; 2025Q3: 11,255 shares; 2025Q4: 11,255 shares 11,255 $629K 0.01% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,714 shares 7,714 $629K 0.01% new Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,801 shares 15,801 $626K 0.01% new Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,756 shares; 2025Q4: 13,703 shares 13,703 $626K 0.01% +1,947 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,026 shares; 2025Q2: 11,390 shares; 2025Q3: 12,706 shares; 2025Q4: 12,814 shares 12,814 $624K 0.01% +108 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,577 shares; 2025Q1: 50,335 shares; 2025Q2: 51,056 shares; 2025Q3: 51,786 shares; 2025Q4: 52,725 shares 52,725 $623K 0.01% +939 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 1,917 shares; 2025Q4: 1,956 shares 1,956 $623K 0.01% +39 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,147 shares; 2025Q1: 5,426 shares; 2025Q2: 5,004 shares; 2025Q3: 6,695 shares; 2025Q4: 6,219 shares 6,219 $621K 0.01% -476 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,956 shares 29,956 $621K 0.01% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,242 shares; 2025Q3: 18,591 shares; 2025Q4: 29,344 shares 29,344 $621K 0.01% +10,753 Timeline WTAI 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: 11,920 shares; 2024Q4: 9,730 shares; 2025Q1: 12,306 shares; 2025Q2: 14,806 shares; 2025Q3: 20,874 shares; 2025Q4: 21,242 shares 21,242 $619K 0.01% +368 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: 8,560 shares; 2025Q3: 12,020 shares; 2025Q4: 12,232 shares 12,232 $618K 0.01% +212 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 4,834 shares; 2025Q3: not reported; 2025Q4: 14,066 shares 14,066 $617K 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: 15,032 shares; 2024Q4: 15,244 shares; 2025Q1: 14,630 shares; 2025Q2: 13,219 shares; 2025Q3: 16,537 shares; 2025Q4: 15,631 shares 15,631 $616K 0.01% -906 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,545 shares; 2025Q3: 16,972 shares; 2025Q4: 7,352 shares 7,352 $615K 0.01% -9,620 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,695 shares 6,695 $615K 0.01% 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: 10,514 shares; 2024Q4: 10,546 shares; 2025Q1: 10,453 shares; 2025Q2: 14,402 shares; 2025Q3: 14,429 shares; 2025Q4: 20,256 shares 20,256 $613K 0.01% +5,827 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,464 shares; 2025Q1: 2,470 shares; 2025Q2: 2,492 shares; 2025Q3: 2,556 shares; 2025Q4: 3,496 shares 3,496 $613K 0.01% +940 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 20,277 shares 20,277 $609K 0.01% new Timeline FAPR 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: 14,858 shares; 2024Q4: 14,858 shares; 2025Q1: 14,858 shares; 2025Q2: 14,083 shares; 2025Q3: 13,963 shares; 2025Q4: 13,683 shares 13,683 $608K 0.01% -280 Timeline IWL 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: 3,562 shares 3,562 $608K 0.01% new Timeline SKT TANGER INC More: the full row for TANGER 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: 12,899 shares; 2025Q3: 13,741 shares; 2025Q4: 18,193 shares 18,193 $607K 0.01% +4,452 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: 10,409 shares; 2024Q4: 20,718 shares; 2025Q1: 19,105 shares; 2025Q2: 15,822 shares; 2025Q3: 22,300 shares; 2025Q4: 25,219 shares 25,219 $606K 0.01% +2,919 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 4,243 shares; 2025Q1: 4,992 shares; 2025Q2: 5,003 shares; 2025Q3: 5,059 shares; 2025Q4: 4,397 shares 4,397 $606K 0.01% -662 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,134 shares; 2024Q4: 34,721 shares; 2025Q1: 37,181 shares; 2025Q2: 39,217 shares; 2025Q3: 36,549 shares; 2025Q4: 27,189 shares 27,189 $606K 0.01% -9,360 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: 9,065 shares; 2024Q4: 9,149 shares; 2025Q1: 7,892 shares; 2025Q2: 7,677 shares; 2025Q3: 6,997 shares; 2025Q4: 6,932 shares 6,932 $606K 0.01% -65 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,326 shares; 2024Q4: 20,636 shares; 2025Q1: 21,991 shares; 2025Q2: 10,874 shares; 2025Q3: 10,208 shares; 2025Q4: 11,458 shares 11,458 $601K 0.01% +1,250 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,044 shares; 2025Q1: 1,929 shares; 2025Q2: 2,872 shares; 2025Q3: 2,864 shares; 2025Q4: 3,009 shares 3,009 $600K 0.01% +145 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,879 shares 5,879 $599K 0.01% new Timeline FLIN 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: 9,278 shares; 2024Q4: 10,869 shares; 2025Q1: 11,318 shares; 2025Q2: 13,742 shares; 2025Q3: 14,363 shares; 2025Q4: 15,386 shares 15,386 $594K 0.01% +1,023 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 4,112 shares; 2025Q1: 4,220 shares; 2025Q2: 4,321 shares; 2025Q3: 4,414 shares; 2025Q4: 4,481 shares 4,481 $594K 0.01% +67 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,211 shares; 2025Q1: 2,242 shares; 2025Q2: 2,657 shares; 2025Q3: 2,620 shares; 2025Q4: 2,296 shares 2,296 $593K 0.01% -324 Timeline SCHC 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: 15,811 shares; 2024Q4: 15,817 shares; 2025Q1: 12,208 shares; 2025Q2: 12,418 shares; 2025Q3: 12,506 shares; 2025Q4: 13,024 shares 13,024 $593K 0.01% +518 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: not reported; 2025Q3: not reported; 2025Q4: 19,063 shares 19,063 $593K 0.01% new Timeline IBMP 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: 9,031 shares; 2025Q3: 11,553 shares; 2025Q4: 23,291 shares 23,291 $591K 0.01% +11,738 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 12,962 shares; 2025Q1: 11,385 shares; 2025Q2: 11,207 shares; 2025Q3: 7,731 shares; 2025Q4: 5,853 shares 5,853 $590K 0.01% -1,878 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 10,814 shares; 2025Q4: 25,326 shares 25,326 $590K 0.01% +14,512 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: 9,306 shares; 2025Q1: 9,217 shares; 2025Q2: 10,821 shares; 2025Q3: 9,842 shares; 2025Q4: 10,040 shares 10,040 $586K 0.01% +198 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: 16,952 shares; 2024Q4: 7,773 shares; 2025Q1: 10,574 shares; 2025Q2: 6,519 shares; 2025Q3: 6,744 shares; 2025Q4: 6,406 shares 6,406 $586K 0.01% -338 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: 16,027 shares; 2024Q4: 16,414 shares; 2025Q1: 23,775 shares; 2025Q2: 24,623 shares; 2025Q3: 17,234 shares; 2025Q4: 16,995 shares 16,995 $586K 0.01% -239 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: 31,645 shares; 2024Q4: 29,689 shares; 2025Q1: 29,967 shares; 2025Q2: 25,431 shares; 2025Q3: 26,192 shares; 2025Q4: 7,202 shares 7,202 $586K 0.01% -18,990 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: 2,370 shares; 2024Q4: 2,787 shares; 2025Q1: 2,612 shares; 2025Q2: 2,542 shares; 2025Q3: 2,830 shares; 2025Q4: 2,261 shares 2,261 $585K 0.01% -569 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: not reported; 2024Q4: 2,411 shares; 2025Q1: 4,460 shares; 2025Q2: 5,209 shares; 2025Q3: 4,372 shares; 2025Q4: 4,887 shares 4,887 $585K 0.01% +515 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,330 shares 11,330 $584K 0.01% new Timeline TRFK 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: 35,325 shares; 2024Q4: 43,549 shares; 2025Q1: 38,134 shares; 2025Q2: not reported; 2025Q3: 8,866 shares; 2025Q4: 9,122 shares 9,122 $584K 0.01% +256 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,421 shares; 2024Q4: 17,337 shares; 2025Q1: 16,856 shares; 2025Q2: 16,381 shares; 2025Q3: 16,105 shares; 2025Q4: 16,000 shares 16,000 $584K 0.01% -105 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: 15,980 shares; 2025Q3: 18,964 shares; 2025Q4: 24,924 shares 24,924 $583K 0.01% +5,960 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,912 shares; 2024Q4: 21,598 shares; 2025Q1: 11,138 shares; 2025Q2: 8,394 shares; 2025Q3: 7,890 shares; 2025Q4: 7,506 shares 7,506 $583K 0.01% -384 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 7,587 shares; 2025Q1: 7,341 shares; 2025Q2: 7,991 shares; 2025Q3: 6,247 shares; 2025Q4: 8,600 shares 8,600 $580K 0.01% +2,353 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 7,329 shares; 2025Q1: 7,828 shares; 2025Q2: 5,158 shares; 2025Q3: 4,967 shares; 2025Q4: 7,182 shares 7,182 $580K 0.01% +2,215 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: 57,469 shares; 2024Q4: 54,393 shares; 2025Q1: 53,292 shares; 2025Q2: 51,531 shares; 2025Q3: 51,727 shares; 2025Q4: 50,691 shares 50,691 $579K 0.01% -1,036 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: 99 shares; 2024Q4: not reported; 2025Q1: 211 shares; 2025Q2: 207 shares; 2025Q3: 223 shares; 2025Q4: 287 shares 287 $578K 0.01% +64 Timeline ESGV 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: 4,090 shares; 2024Q4: 4,099 shares; 2025Q1: 5,057 shares; 2025Q2: 4,485 shares; 2025Q3: 4,390 shares; 2025Q4: 4,773 shares 4,773 $577K 0.01% +383 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,157 shares; 2024Q4: 30,436 shares; 2025Q1: 30,817 shares; 2025Q2: 25,422 shares; 2025Q3: 24,791 shares; 2025Q4: 24,886 shares 24,886 $575K 0.01% +95 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,023 shares; 2024Q4: 30,931 shares; 2025Q1: 18,890 shares; 2025Q2: 16,657 shares; 2025Q3: 12,034 shares; 2025Q4: 12,927 shares 12,927 $574K 0.01% +893 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,420 shares; 2025Q3: 7,462 shares; 2025Q4: 4,407 shares 4,407 $572K 0.01% -3,055 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,586 shares; 2025Q3: 13,484 shares; 2025Q4: 12,684 shares 12,684 $571K 0.01% -800 Timeline LYFT LYFT INC More: the full row for LYFT 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: 16,661 shares; 2025Q3: 28,361 shares; 2025Q4: 29,410 shares 29,410 $570K 0.01% +1,049 Timeline EIPX 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: 15,202 shares; 2025Q2: 20,511 shares; 2025Q3: 20,470 shares; 2025Q4: 21,483 shares 21,483 $568K 0.01% +1,013 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: 13,214 shares; 2025Q2: 13,482 shares; 2025Q3: 14,882 shares; 2025Q4: 16,910 shares 16,910 $568K 0.01% +2,028 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 8,331 shares; 2025Q1: 9,912 shares; 2025Q2: 10,546 shares; 2025Q3: 10,580 shares; 2025Q4: 11,475 shares 11,475 $568K 0.01% +895 Timeline IBHI 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: 9,302 shares; 2024Q4: 9,309 shares; 2025Q1: 9,567 shares; 2025Q2: 18,124 shares; 2025Q3: 21,500 shares; 2025Q4: 24,005 shares 24,005 $567K 0.01% +2,505 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,244 shares; 2024Q4: 40,625 shares; 2025Q1: 24,584 shares; 2025Q2: 25,190 shares; 2025Q3: 22,963 shares; 2025Q4: 24,310 shares 24,310 $567K 0.01% +1,347 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,935 shares; 2024Q4: 37,411 shares; 2025Q1: 21,132 shares; 2025Q2: 20,744 shares; 2025Q3: 18,211 shares; 2025Q4: 18,211 shares 18,211 $567K 0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,043 shares; 2024Q4: 16,212 shares; 2025Q1: 16,115 shares; 2025Q2: 14,802 shares; 2025Q3: 12,062 shares; 2025Q4: 12,073 shares 12,073 $565K 0.01% +11 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: 8,625 shares; 2024Q4: 8,893 shares; 2025Q1: 9,171 shares; 2025Q2: 8,959 shares; 2025Q3: 9,206 shares; 2025Q4: 8,957 shares 8,957 $564K 0.01% -249 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: 6,172 shares; 2024Q4: 6,000 shares; 2025Q1: 6,118 shares; 2025Q2: 6,086 shares; 2025Q3: 6,605 shares; 2025Q4: 6,685 shares 6,685 $563K 0.01% +80 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 5,880 shares; 2025Q2: 7,372 shares; 2025Q3: 6,845 shares; 2025Q4: 7,549 shares 7,549 $562K 0.01% +704 Timeline YDEC 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: 21,380 shares; 2025Q2: 21,380 shares; 2025Q3: 21,350 shares; 2025Q4: 21,350 shares 21,350 $559K 0.01% 0 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: 10,720 shares; 2024Q4: 21,774 shares; 2025Q1: 22,383 shares; 2025Q2: 30,566 shares; 2025Q3: 26,170 shares; 2025Q4: 23,836 shares 23,836 $557K 0.01% -2,334 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: 18,575 shares; 2024Q4: 22,483 shares; 2025Q1: 23,894 shares; 2025Q2: 24,724 shares; 2025Q3: 25,257 shares; 2025Q4: 25,218 shares 25,218 $555K 0.01% -39 Timeline FDD 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: 15,214 shares; 2024Q4: 15,214 shares; 2025Q1: 76,986 shares; 2025Q2: 75,227 shares; 2025Q3: 30,153 shares; 2025Q4: 31,653 shares 31,653 $554K 0.01% +1,500 Timeline IBMQ 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: 8,031 shares; 2025Q3: 9,552 shares; 2025Q4: 21,589 shares 21,589 $552K 0.01% +12,037 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 777 shares; 2025Q1: 730 shares; 2025Q2: 841 shares; 2025Q3: 827 shares; 2025Q4: 396 shares 396 $552K 0.01% -431 Timeline VOOV 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: 2,129 shares; 2024Q4: 2,224 shares; 2025Q1: 2,373 shares; 2025Q2: 2,727 shares; 2025Q3: 2,467 shares; 2025Q4: 2,677 shares 2,677 $548K 0.01% +210 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,292 shares; 2024Q4: 23,890 shares; 2025Q1: 24,009 shares; 2025Q2: 24,117 shares; 2025Q3: 24,231 shares; 2025Q4: 24,337 shares 24,337 $548K 0.01% +106 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,304 shares; 2025Q3: 10,417 shares; 2025Q4: 18,995 shares 18,995 $547K 0.01% +8,578 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: 10,689 shares; 2024Q4: 10,451 shares; 2025Q1: 10,596 shares; 2025Q2: 10,536 shares; 2025Q3: 11,713 shares; 2025Q4: 10,186 shares 10,186 $546K 0.01% -1,527 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,961 shares; 2024Q4: 76,425 shares; 2025Q1: 72,653 shares; 2025Q2: 96,589 shares; 2025Q3: 100,116 shares; 2025Q4: 94,743 shares 94,743 $546K 0.01% -5,373 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 11,895 shares; 2025Q1: 56,161 shares; 2025Q2: 32,954 shares; 2025Q3: 27,997 shares; 2025Q4: 24,480 shares 24,480 $543K 0.01% -3,517 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: 14,201 shares; 2024Q4: 19,699 shares; 2025Q1: 19,098 shares; 2025Q2: 18,522 shares; 2025Q3: 18,669 shares; 2025Q4: 18,361 shares 18,361 $543K 0.01% -308 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,649 shares; 2024Q4: 15,013 shares; 2025Q1: 15,029 shares; 2025Q2: 14,198 shares; 2025Q3: 14,198 shares; 2025Q4: 14,198 shares 14,198 $540K 0.01% 0 Timeline QMAR 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: 18,671 shares; 2024Q4: 16,761 shares; 2025Q1: 16,361 shares; 2025Q2: 16,361 shares; 2025Q3: 16,361 shares; 2025Q4: 16,361 shares 16,361 $540K 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,241 shares; 2025Q1: 5,103 shares; 2025Q2: 7,354 shares; 2025Q3: 7,390 shares; 2025Q4: 4,917 shares 4,917 $537K 0.01% -2,473 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,917 shares; 2025Q3: 13,378 shares; 2025Q4: 13,311 shares 13,311 $537K 0.01% -67 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,792 shares; 2025Q1: 8,861 shares; 2025Q2: 10,982 shares; 2025Q3: 12,516 shares; 2025Q4: 13,213 shares 13,213 $537K 0.01% +697 Timeline VSS 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: 3,672 shares; 2024Q4: 5,317 shares; 2025Q1: 4,239 shares; 2025Q2: 3,684 shares; 2025Q3: 3,666 shares; 2025Q4: 3,742 shares 3,742 $536K 0.01% +76 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY 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: 13,937 shares 13,937 $536K 0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,074 shares; 2024Q4: 8,210 shares; 2025Q1: 9,710 shares; 2025Q2: 8,433 shares; 2025Q3: 8,453 shares; 2025Q4: 8,676 shares 8,676 $535K 0.01% +223 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,957 shares; 2024Q4: 19,596 shares; 2025Q1: 15,955 shares; 2025Q2: 22,006 shares; 2025Q3: 18,243 shares; 2025Q4: 12,819 shares 12,819 $535K 0.01% -5,424 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 6,178 shares; 2025Q1: 6,347 shares; 2025Q2: 6,717 shares; 2025Q3: 6,596 shares; 2025Q4: 6,515 shares 6,515 $534K 0.01% -81 Timeline IGLB 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: 7,156 shares; 2025Q1: 8,824 shares; 2025Q2: 7,096 shares; 2025Q3: 18,980 shares; 2025Q4: 10,583 shares 10,583 $534K 0.01% -8,397 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 9,406 shares; 2025Q3: 9,830 shares; 2025Q4: 10,237 shares 10,237 $533K 0.01% +407 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,602 shares; 2024Q4: 13,031 shares; 2025Q1: 11,760 shares; 2025Q2: 58,427 shares; 2025Q3: 46,654 shares; 2025Q4: 45,242 shares 45,242 $531K 0.01% -1,412 Timeline FBCV 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: 37,958 shares; 2024Q4: 43,384 shares; 2025Q1: 49,670 shares; 2025Q2: 18,934 shares; 2025Q3: 17,695 shares; 2025Q4: 14,852 shares 14,852 $530K 0.01% -2,843 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,442 shares; 2025Q1: 2,971 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,879 shares 4,879 $529K 0.01% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 9,009 shares; 2025Q1: 14,372 shares; 2025Q2: 15,808 shares; 2025Q3: 15,861 shares; 2025Q4: 16,065 shares 16,065 $528K 0.01% +204 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,338 shares; 2025Q1: 2,263 shares; 2025Q2: 2,060 shares; 2025Q3: 2,263 shares; 2025Q4: 2,064 shares 2,064 $528K 0.01% -199 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,334 shares; 2025Q2: 37,284 shares; 2025Q3: 32,774 shares; 2025Q4: 27,520 shares 27,520 $527K 0.01% -5,254 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: 9,838 shares; 2024Q4: 15,976 shares; 2025Q1: 15,771 shares; 2025Q2: 14,044 shares; 2025Q3: 13,095 shares; 2025Q4: 12,741 shares 12,741 $527K 0.01% -354 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 8,517 shares; 2025Q1: 7,156 shares; 2025Q2: 7,788 shares; 2025Q3: 3,874 shares; 2025Q4: 5,548 shares 5,548 $525K 0.01% +1,674 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,422 shares; 2024Q4: 210,813 shares; 2025Q1: 206,108 shares; 2025Q2: 180,614 shares; 2025Q3: 167,628 shares; 2025Q4: 160,674 shares 160,674 $525K 0.01% -6,954 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,665 shares; 2025Q1: 1,404 shares; 2025Q2: 1,287 shares; 2025Q3: 1,258 shares; 2025Q4: 1,759 shares 1,759 $525K 0.01% +501 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: 207,314 shares; 2024Q4: 209,255 shares; 2025Q1: 198,072 shares; 2025Q2: 204,412 shares; 2025Q3: 206,898 shares; 2025Q4: 201,682 shares 201,682 $522K 0.01% -5,216 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: 681 shares; 2024Q4: 872 shares; 2025Q1: 897 shares; 2025Q2: 923 shares; 2025Q3: 1,151 shares; 2025Q4: 574 shares 574 $520K 0.01% -577 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 8,949 shares; 2025Q1: 10,875 shares; 2025Q2: 11,895 shares; 2025Q3: 16,293 shares; 2025Q4: 18,491 shares 18,491 $518K 0.01% +2,198 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS 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: 14,158 shares; 2025Q2: 21,282 shares; 2025Q3: 18,866 shares; 2025Q4: 17,834 shares 17,834 $518K 0.01% -1,032 Timeline FDHY 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: 4,212 shares; 2024Q4: 4,278 shares; 2025Q1: 4,351 shares; 2025Q2: not reported; 2025Q3: 4,966 shares; 2025Q4: 10,496 shares 10,496 $518K 0.01% +5,530 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,969 shares; 2025Q3: 5,810 shares; 2025Q4: 8,519 shares 8,519 $516K 0.01% +2,709 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,693 shares; 2025Q2: 25,734 shares; 2025Q3: 23,530 shares; 2025Q4: 24,219 shares 24,219 $514K 0.01% +689 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,064 shares; 2025Q3: 18,248 shares; 2025Q4: 23,268 shares 23,268 $514K 0.01% +5,020 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,408 shares; 2024Q4: 7,497 shares; 2025Q1: 7,372 shares; 2025Q2: 7,476 shares; 2025Q3: 7,808 shares; 2025Q4: 10,281 shares 10,281 $513K 0.01% +2,473 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 711 shares; 2025Q3: 788 shares; 2025Q4: 1,054 shares 1,054 $512K 0.01% +266 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 9,686 shares; 2025Q3: 9,753 shares; 2025Q4: 15,737 shares 15,737 $511K 0.01% +5,984 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: 22,295 shares; 2024Q4: 25,234 shares; 2025Q1: 23,239 shares; 2025Q2: 21,128 shares; 2025Q3: 20,957 shares; 2025Q4: 24,251 shares 24,251 $509K 0.01% +3,294 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,376 shares; 2025Q1: 2,065 shares; 2025Q2: 2,630 shares; 2025Q3: 3,107 shares; 2025Q4: 2,913 shares 2,913 $506K 0.01% -194 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 10,545 shares; 2025Q1: 1,390 shares; 2025Q2: 1,376 shares; 2025Q3: 1,438 shares; 2025Q4: 1,486 shares 1,486 $505K 0.01% +48 Timeline DSEP 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: 26,388 shares; 2025Q1: 24,988 shares; 2025Q2: 21,238 shares; 2025Q3: 11,238 shares; 2025Q4: 11,238 shares 11,238 $505K 0.01% 0 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,769 shares; 2024Q4: 23,809 shares; 2025Q1: 23,531 shares; 2025Q2: 22,338 shares; 2025Q3: 20,219 shares; 2025Q4: 20,237 shares 20,237 $502K 0.01% +18 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: 3,876 shares; 2024Q4: 3,116 shares; 2025Q1: 3,199 shares; 2025Q2: 930 shares; 2025Q3: 1,483 shares; 2025Q4: 2,073 shares 2,073 $501K 0.01% +590 Timeline SPSM 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: 12,771 shares; 2024Q4: 17,782 shares; 2025Q1: 13,928 shares; 2025Q2: 11,616 shares; 2025Q3: 11,303 shares; 2025Q4: 10,697 shares 10,697 $501K 0.01% -606 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 7,985 shares; 2025Q1: 8,846 shares; 2025Q2: 10,021 shares; 2025Q3: 10,455 shares; 2025Q4: 10,506 shares 10,506 $499K 0.01% +51 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 2,096 shares; 2025Q1: 2,567 shares; 2025Q2: 2,543 shares; 2025Q3: 2,403 shares; 2025Q4: 2,420 shares 2,420 $499K 0.01% +17 Timeline GAUG 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: 12,695 shares; 2025Q4: 12,695 shares 12,695 $498K 0.01% 0 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,300 shares; 2024Q4: 28,300 shares; 2025Q1: 28,300 shares; 2025Q2: 27,050 shares; 2025Q3: 27,296 shares; 2025Q4: 27,296 shares 27,296 $498K 0.01% 0 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: 7,794 shares; 2025Q4: 7,844 shares 7,844 $498K 0.01% +50 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: 3,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,374 shares; 2025Q3: 2,045 shares; 2025Q4: 2,291 shares 2,291 $498K 0.01% +246 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 1,700 shares; 2025Q1: 2,733 shares; 2025Q2: 2,410 shares; 2025Q3: 2,219 shares; 2025Q4: 2,423 shares 2,423 $497K 0.01% +204 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $497K 0.01% 0 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: 28,697 shares; 2024Q4: 5,730 shares; 2025Q1: 11,434 shares; 2025Q2: 10,833 shares; 2025Q3: 11,054 shares; 2025Q4: 11,461 shares 11,461 $496K 0.01% +407 Timeline IBTI 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: 15,820 shares; 2025Q3: 18,553 shares; 2025Q4: 22,135 shares 22,135 $495K 0.01% +3,582 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: 26,592 shares; 2024Q4: 27,000 shares; 2025Q1: 26,347 shares; 2025Q2: 27,102 shares; 2025Q3: 25,832 shares; 2025Q4: 25,073 shares 25,073 $494K 0.01% -759 Timeline FAUG 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: 7,965 shares; 2024Q4: 7,965 shares; 2025Q1: 7,965 shares; 2025Q2: 6,970 shares; 2025Q3: 9,320 shares; 2025Q4: 9,320 shares 9,320 $493K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 3,056 shares; 2025Q1: 3,457 shares; 2025Q2: 4,136 shares; 2025Q3: 2,096 shares; 2025Q4: 1,965 shares 1,965 $493K 0.01% -131 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,250 shares; 2025Q3: 4,773 shares; 2025Q4: 7,159 shares 7,159 $492K 0.01% +2,386 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 13,250 shares; 2025Q1: 12,593 shares; 2025Q2: 13,918 shares; 2025Q3: 12,943 shares; 2025Q4: 12,393 shares 12,393 $491K 0.01% -550 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: 8,974 shares; 2024Q4: 9,009 shares; 2025Q1: 6,392 shares; 2025Q2: 6,012 shares; 2025Q3: 5,792 shares; 2025Q4: 6,181 shares 6,181 $490K 0.01% +389 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,832 shares; 2024Q4: 8,562 shares; 2025Q1: 9,089 shares; 2025Q2: 9,124 shares; 2025Q3: 8,252 shares; 2025Q4: 7,429 shares 7,429 $490K 0.01% -823 Timeline FDEV 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: 11,916 shares; 2024Q4: 14,256 shares; 2025Q1: 15,455 shares; 2025Q2: 12,552 shares; 2025Q3: 13,207 shares; 2025Q4: 14,131 shares 14,131 $489K 0.01% +924 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,914 shares 13,914 $489K 0.01% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,823 shares; 2024Q4: 8,387 shares; 2025Q1: 8,213 shares; 2025Q2: 8,333 shares; 2025Q3: 6,575 shares; 2025Q4: 4,784 shares 4,784 $486K 0.01% -1,791 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: 3,437 shares; 2024Q4: 4,910 shares; 2025Q1: 4,529 shares; 2025Q2: 4,251 shares; 2025Q3: 4,100 shares; 2025Q4: 3,691 shares 3,691 $486K 0.01% -409 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 5,626 shares 5,626 $482K 0.01% new Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,185 shares; 2025Q1: 4,790 shares; 2025Q2: 4,748 shares; 2025Q3: 4,567 shares; 2025Q4: 5,088 shares 5,088 $481K 0.01% +521 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 1,664 shares; 2025Q3: 1,850 shares; 2025Q4: 1,840 shares 1,840 $481K 0.01% -10 Timeline VTWV 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,387 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $480K 0.01% 0 Timeline AAON AAON INC More: the full row for AAON 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: 4,723 shares; 2025Q4: 6,280 shares 6,280 $479K 0.01% +1,557 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 6,601 shares; 2025Q1: 7,591 shares; 2025Q2: 6,491 shares; 2025Q3: 4,608 shares; 2025Q4: 7,090 shares 7,090 $478K 0.01% +2,482 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,989 shares; 2024Q4: 50,552 shares; 2025Q1: 34,823 shares; 2025Q2: 29,416 shares; 2025Q3: 12,094 shares; 2025Q4: 12,961 shares 12,961 $478K 0.01% +867 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,179 shares; 2024Q4: 14,179 shares; 2025Q1: 15,447 shares; 2025Q2: 16,049 shares; 2025Q3: 16,049 shares; 2025Q4: 16,424 shares 16,424 $476K 0.01% +375 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,016 shares; 2025Q4: 17,017 shares 17,017 $476K 0.01% +1 Timeline FSEP 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: 9,695 shares; 2024Q4: 8,795 shares; 2025Q1: 11,433 shares; 2025Q2: 8,495 shares; 2025Q3: 9,210 shares; 2025Q4: 9,210 shares 9,210 $475K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,593 shares; 2025Q4: 6,960 shares 6,960 $475K 0.01% +1,367 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,353 shares; 2025Q3: 4,653 shares; 2025Q4: 4,143 shares 4,143 $471K 0.01% -510 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 10,462 shares; 2025Q2: 7,451 shares; 2025Q3: 6,767 shares; 2025Q4: 6,261 shares 6,261 $471K 0.01% -506 Timeline MEAR 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: 5,330 shares; 2025Q3: 8,870 shares; 2025Q4: 9,352 shares 9,352 $471K 0.01% +482 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,447 shares; 2024Q4: 26,981 shares; 2025Q1: 27,516 shares; 2025Q2: 29,710 shares; 2025Q3: 27,975 shares; 2025Q4: 26,598 shares 26,598 $471K 0.01% -1,377 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,223 shares 16,223 $470K 0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,414 shares; 2025Q1: 2,524 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,449 shares 2,449 $469K 0.01% +8 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: not reported; 2025Q2: 10,140 shares; 2025Q3: 10,960 shares; 2025Q4: 17,211 shares 17,211 $468K 0.01% +6,251 Timeline PBMY PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,575 shares; 2025Q3: 15,575 shares; 2025Q4: 15,575 shares 15,575 $467K 0.01% 0 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,825 shares; 2024Q4: 16,247 shares; 2025Q1: 16,120 shares; 2025Q2: 16,013 shares; 2025Q3: 16,470 shares; 2025Q4: 17,006 shares 17,006 $467K 0.01% +536 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,680 shares; 2025Q1: 1,592 shares; 2025Q2: 1,824 shares; 2025Q3: 1,659 shares; 2025Q4: 1,192 shares 1,192 $466K 0.01% -467 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,384 shares; 2025Q3: 15,127 shares; 2025Q4: 17,786 shares 17,786 $465K 0.01% +2,659 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,333 shares 10,333 $465K 0.01% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY 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: 3,000 shares; 2025Q2: 4,949 shares; 2025Q3: 3,797 shares; 2025Q4: 4,213 shares 4,213 $464K 0.01% +416 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,118 shares; 2025Q2: 10,933 shares; 2025Q3: 10,364 shares; 2025Q4: 10,386 shares 10,386 $463K 0.01% +22 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 4,708 shares; 2025Q1: 4,584 shares; 2025Q2: 5,447 shares; 2025Q3: 5,839 shares; 2025Q4: 5,426 shares 5,426 $463K 0.01% -413 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 13,914 shares; 2025Q1: 13,686 shares; 2025Q2: 9,471 shares; 2025Q3: 6,688 shares; 2025Q4: 6,411 shares 6,411 $462K 0.01% -277 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,637 shares; 2024Q4: 63,543 shares; 2025Q1: 11,408 shares; 2025Q2: 6,882 shares; 2025Q3: 7,762 shares; 2025Q4: 8,518 shares 8,518 $462K 0.01% +756 Timeline OMFL 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: 16,466 shares; 2024Q4: 12,214 shares; 2025Q1: 8,051 shares; 2025Q2: 8,052 shares; 2025Q3: 7,769 shares; 2025Q4: 7,552 shares 7,552 $462K 0.01% -217 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,781 shares; 2024Q4: 4,366 shares; 2025Q1: 4,269 shares; 2025Q2: 4,217 shares; 2025Q3: 4,174 shares; 2025Q4: 3,832 shares 3,832 $461K 0.01% -342 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,166 shares; 2025Q1: 4,562 shares; 2025Q2: 4,805 shares; 2025Q3: 6,568 shares; 2025Q4: 6,349 shares 6,349 $460K 0.01% -219 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 11,934 shares; 2025Q3: 23,129 shares; 2025Q4: 22,653 shares 22,653 $459K 0.01% -476 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,586 shares; 2024Q4: 70,653 shares; 2025Q1: 70,744 shares; 2025Q2: 81,861 shares; 2025Q3: 80,284 shares; 2025Q4: 84,423 shares 84,423 $458K 0.01% +4,139 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 2,454 shares; 2025Q1: 1,699 shares; 2025Q2: 1,845 shares; 2025Q3: 1,826 shares; 2025Q4: 2,268 shares 2,268 $457K 0.01% +442 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,543 shares; 2025Q3: 4,521 shares; 2025Q4: 4,471 shares 4,471 $457K 0.01% -50 Timeline FEZ 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: 7,415 shares; 2025Q2: 5,658 shares; 2025Q3: 6,242 shares; 2025Q4: 7,084 shares 7,084 $456K 0.01% +842 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,919 shares; 2025Q1: 2,253 shares; 2025Q2: 2,588 shares; 2025Q3: 2,406 shares; 2025Q4: 2,246 shares 2,246 $456K 0.01% -160 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: 10,838 shares; 2024Q4: 9,369 shares; 2025Q1: 9,455 shares; 2025Q2: 9,405 shares; 2025Q3: 9,869 shares; 2025Q4: 9,933 shares 9,933 $456K 0.01% +64 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: 18,355 shares; 2024Q4: 18,689 shares; 2025Q1: 22,175 shares; 2025Q2: 23,489 shares; 2025Q3: 24,592 shares; 2025Q4: 21,736 shares 21,736 $453K 0.01% -2,856 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,777 shares 44,777 $453K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,409 shares; 2025Q1: 2,350 shares; 2025Q2: 2,316 shares; 2025Q3: 1,865 shares; 2025Q4: 2,105 shares 2,105 $452K 0.01% +240 Timeline BGRN 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: 13,208 shares; 2024Q4: 12,132 shares; 2025Q1: 9,321 shares; 2025Q2: 9,373 shares; 2025Q3: 9,333 shares; 2025Q4: 9,402 shares 9,402 $451K 0.01% +69 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,976 shares; 2024Q4: 24,896 shares; 2025Q1: 24,630 shares; 2025Q2: 24,889 shares; 2025Q3: 36,061 shares; 2025Q4: 35,753 shares 35,753 $450K 0.01% -308 Timeline QIPT QUIPT HOME MEDICAL CORP More: the full row for QUIPT HOME MEDICAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,000 shares; 2024Q4: 126,000 shares; 2025Q1: 127,000 shares; 2025Q2: 127,000 shares; 2025Q3: 127,000 shares; 2025Q4: 127,000 shares 127,000 $448K 0.01% 0 Timeline RELX RELX PLC More: the full row for RELX 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: 10,212 shares; 2025Q3: 9,352 shares; 2025Q4: 11,072 shares 11,072 $448K 0.01% +1,720 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,230 shares; 2025Q1: 6,068 shares; 2025Q2: 5,639 shares; 2025Q3: 6,580 shares; 2025Q4: 6,859 shares 6,859 $446K 0.01% +279 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: 8,590 shares; 2024Q4: 9,385 shares; 2025Q1: 7,397 shares; 2025Q2: 5,811 shares; 2025Q3: 5,649 shares; 2025Q4: 6,073 shares 6,073 $445K 0.01% +424 Timeline SPEM 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: 3,998 shares; 2024Q4: 7,973 shares; 2025Q1: 9,903 shares; 2025Q2: 9,728 shares; 2025Q3: 11,051 shares; 2025Q4: 9,494 shares 9,494 $444K 0.01% -1,557 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 592 shares; 2025Q1: 525 shares; 2025Q2: 518 shares; 2025Q3: 482 shares; 2025Q4: 774 shares 774 $444K 0.01% +292 Timeline FLTW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,275 shares 7,275 $443K 0.01% new Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale 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: 10,696 shares 10,696 $442K 0.01% new Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 5,737 shares; 2025Q1: 5,737 shares; 2025Q2: 8,237 shares; 2025Q3: 8,237 shares; 2025Q4: 8,237 shares 8,237 $440K 0.01% 0 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: 14,041 shares; 2024Q4: 12,939 shares; 2025Q1: 12,939 shares; 2025Q2: 27,941 shares; 2025Q3: 27,985 shares; 2025Q4: 27,329 shares 27,329 $440K 0.01% -656 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,394 shares; 2024Q4: 23,306 shares; 2025Q1: 11,268 shares; 2025Q2: 9,501 shares; 2025Q3: 7,816 shares; 2025Q4: 7,273 shares 7,273 $439K 0.01% -543 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,679 shares; 2024Q4: 18,825 shares; 2025Q1: 18,897 shares; 2025Q2: 19,007 shares; 2025Q3: 19,113 shares; 2025Q4: 19,253 shares 19,253 $439K 0.01% +140 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,869 shares 15,869 $439K 0.01% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,028 shares; 2025Q1: 7,428 shares; 2025Q2: 10,308 shares; 2025Q3: 13,795 shares; 2025Q4: 7,712 shares 7,712 $439K 0.01% -6,083 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 21,309 shares; 2025Q4: 22,544 shares 22,544 $438K 0.01% +1,235 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,630 shares; 2025Q3: 15,409 shares; 2025Q4: 17,112 shares 17,112 $437K 0.01% +1,703 Timeline LENZ LENZ THERAPEUTICS INC More: the full row for LENZ THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,504 shares; 2024Q4: 27,304 shares; 2025Q1: 27,304 shares; 2025Q2: 27,304 shares; 2025Q3: 27,304 shares; 2025Q4: 27,304 shares 27,304 $437K 0.01% 0 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,579 shares 22,579 $436K 0.01% new Timeline PTMC 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: 12,920 shares; 2024Q4: 13,084 shares; 2025Q1: 13,178 shares; 2025Q2: 12,132 shares; 2025Q3: 12,086 shares; 2025Q4: 12,211 shares 12,211 $436K 0.01% +125 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,312 shares; 2025Q1: 1,238 shares; 2025Q2: 1,063 shares; 2025Q3: 1,178 shares; 2025Q4: 1,233 shares 1,233 $435K 0.01% +55 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,682 shares; 2025Q1: 6,463 shares; 2025Q2: 5,744 shares; 2025Q3: 5,745 shares; 2025Q4: 5,360 shares 5,360 $434K 0.01% -385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $434K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 5,039 shares; 2025Q1: 5,113 shares; 2025Q2: 3,826 shares; 2025Q3: 3,802 shares; 2025Q4: 4,469 shares 4,469 $433K 0.01% +667 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,450 shares 11,450 $432K 0.01% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG 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: 28,662 shares 28,662 $432K 0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,730 shares; 2025Q1: 4,771 shares; 2025Q2: 4,831 shares; 2025Q3: 4,382 shares; 2025Q4: 4,210 shares 4,210 $431K 0.01% -172 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: 2,721 shares; 2024Q4: 2,762 shares; 2025Q1: 8,453 shares; 2025Q2: 7,546 shares; 2025Q3: 4,706 shares; 2025Q4: 4,786 shares 4,786 $431K 0.01% +80 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 17,529 shares; 2025Q1: 17,644 shares; 2025Q2: 19,514 shares; 2025Q3: 18,229 shares; 2025Q4: 20,347 shares 20,347 $431K 0.01% +2,118 Timeline SHYD 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: 11,851 shares; 2024Q4: 11,318 shares; 2025Q1: 11,332 shares; 2025Q2: 12,728 shares; 2025Q3: 13,617 shares; 2025Q4: 18,801 shares 18,801 $431K 0.01% +5,184 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,685 shares; 2024Q4: 18,085 shares; 2025Q1: 17,471 shares; 2025Q2: 3,834 shares; 2025Q3: 3,691 shares; 2025Q4: 3,528 shares 3,528 $430K 0.01% -163 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,267 shares; 2025Q2: 18,381 shares; 2025Q3: 19,115 shares; 2025Q4: 19,525 shares 19,525 $430K 0.01% +410 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: 3,460 shares; 2024Q4: 3,386 shares; 2025Q1: 4,048 shares; 2025Q2: 5,068 shares; 2025Q3: 5,496 shares; 2025Q4: 5,555 shares 5,555 $430K 0.01% +59 Timeline DMXF 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: 5,582 shares; 2025Q4: 5,712 shares 5,712 $429K 0.01% +130 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,923 shares; 2025Q1: 2,014 shares; 2025Q2: 1,735 shares; 2025Q3: 1,721 shares; 2025Q4: 633 shares 633 $428K 0.01% -1,088 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,880 shares; 2024Q4: 47,529 shares; 2025Q1: 22,566 shares; 2025Q2: 18,668 shares; 2025Q3: 6,929 shares; 2025Q4: 6,316 shares 6,316 $427K 0.01% -613 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: 9,968 shares; 2024Q4: 16,180 shares; 2025Q1: 17,086 shares; 2025Q2: 13,812 shares; 2025Q3: 11,090 shares; 2025Q4: 10,353 shares 10,353 $426K 0.01% -737 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 6,894 shares; 2025Q1: 6,869 shares; 2025Q2: 6,854 shares; 2025Q3: 7,015 shares; 2025Q4: 7,039 shares 7,039 $426K 0.01% +24 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,482 shares; 2025Q3: 33,996 shares; 2025Q4: 28,344 shares 28,344 $425K 0.01% -5,652 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 5,226 shares; 2025Q1: not reported; 2025Q2: 3,378 shares; 2025Q3: 3,278 shares; 2025Q4: 3,178 shares 3,178 $424K 0.01% -100 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,948 shares; 2025Q3: 4,926 shares; 2025Q4: 5,826 shares 5,826 $423K 0.01% +900 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 6,426 shares; 2025Q1: 7,042 shares; 2025Q2: 5,528 shares; 2025Q3: 6,007 shares; 2025Q4: 6,292 shares 6,292 $422K 0.01% +285 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,621 shares; 2024Q4: 104,346 shares; 2025Q1: 142,645 shares; 2025Q2: 142,645 shares; 2025Q3: 175,989 shares; 2025Q4: 175,189 shares 175,189 $420K 0.01% -800 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: 8,647 shares 8,647 $420K 0.01% new Timeline PBAU PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,020 shares; 2025Q4: 14,020 shares 14,020 $420K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 599 shares; 2025Q1: 601 shares; 2025Q2: 973 shares; 2025Q3: 1,528 shares; 2025Q4: 943 shares 943 $420K 0.01% -585 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: 11,678 shares; 2024Q4: 11,880 shares; 2025Q1: 10,921 shares; 2025Q2: 10,603 shares; 2025Q3: 10,004 shares; 2025Q4: 10,105 shares 10,105 $417K 0.01% +101 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: 3,137 shares; 2025Q2: 3,018 shares; 2025Q3: 2,979 shares; 2025Q4: 3,231 shares 3,231 $413K 0.01% +252 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,510 shares; 2025Q1: 8,251 shares; 2025Q2: 9,045 shares; 2025Q3: 9,191 shares; 2025Q4: 9,253 shares 9,253 $412K 0.01% +62 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,859 shares; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 3,242 shares; 2025Q4: 3,591 shares 3,591 $412K 0.01% +349 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,679 shares; 2024Q4: 36,743 shares; 2025Q1: 35,327 shares; 2025Q2: 42,981 shares; 2025Q3: 42,921 shares; 2025Q4: 41,121 shares 41,121 $411K 0.01% -1,800 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: not reported; 2025Q3: 13,450 shares; 2025Q4: 26,850 shares 26,850 $411K 0.01% +13,400 RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,212 shares; 2025Q1: 2,966 shares; 2025Q2: 2,993 shares; 2025Q3: 2,770 shares; 2025Q4: 2,551 shares 2,551 $410K 0.01% -219 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP 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: 4,528 shares; 2025Q4: 3,722 shares 3,722 $409K 0.01% -806 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,660 shares; 2025Q1: 17,018 shares; 2025Q2: 26,608 shares; 2025Q3: 30,483 shares; 2025Q4: 54,313 shares 54,313 $408K 0.01% +23,830 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: 3,766 shares; 2024Q4: 2,560 shares; 2025Q1: 2,896 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,881 shares 2,881 $407K 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: 60,470 shares; 2024Q4: 47,442 shares; 2025Q1: 4,534 shares; 2025Q2: 4,494 shares; 2025Q3: 4,295 shares; 2025Q4: 4,100 shares 4,100 $407K 0.01% -195 Timeline ISPY 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: 9,310 shares; 2025Q2: 8,878 shares; 2025Q3: 8,903 shares; 2025Q4: 8,886 shares 8,886 $405K 0.01% -17 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,355 shares; 2025Q2: 2,697 shares; 2025Q3: 2,644 shares; 2025Q4: 2,541 shares 2,541 $405K 0.01% -103 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,793 shares; 2025Q1: 6,484 shares; 2025Q2: 4,999 shares; 2025Q3: 4,705 shares; 2025Q4: 4,243 shares 4,243 $405K 0.01% -462 Timeline FEMB 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: 13,900 shares; 2025Q4: 13,573 shares 13,573 $404K 0.01% -327 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,026 shares; 2025Q3: 12,744 shares; 2025Q4: 13,178 shares 13,178 $404K 0.01% +434 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,032 shares; 2025Q2: 12,563 shares; 2025Q3: 8,527 shares; 2025Q4: 17,007 shares 17,007 $404K 0.01% +8,480 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,813 shares; 2024Q4: 8,093 shares; 2025Q1: 10,360 shares; 2025Q2: 10,096 shares; 2025Q3: 9,971 shares; 2025Q4: 9,754 shares 9,754 $404K 0.01% -217 Timeline TKNO ALPHA TEKNOVA INC More: the full row for ALPHA TEKNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,848 shares; 2025Q1: 59,953 shares; 2025Q2: 44,179 shares; 2025Q3: 79,648 shares; 2025Q4: 105,673 shares 105,673 $402K <0.01% +26,025 Timeline IBTJ 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: 12,300 shares; 2025Q4: 18,298 shares 18,298 $402K <0.01% +5,998 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: 11,478 shares; 2025Q4: 13,843 shares 13,843 $399K <0.01% +2,365 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 15,640 shares 15,640 $399K <0.01% new Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 6,206 shares; 2025Q1: 6,209 shares; 2025Q2: 6,477 shares; 2025Q3: 6,869 shares; 2025Q4: 7,421 shares 7,421 $399K <0.01% +552 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,555 shares; 2024Q4: 60,872 shares; 2025Q1: 56,273 shares; 2025Q2: 51,336 shares; 2025Q3: 44,954 shares; 2025Q4: 15,132 shares 15,132 $398K <0.01% -29,822 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,083 shares; 2025Q1: 5,083 shares; 2025Q2: 5,083 shares; 2025Q3: 5,000 shares; 2025Q4: 5,715 shares 5,715 $397K <0.01% +715 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,352 shares; 2025Q2: 2,403 shares; 2025Q3: 2,362 shares; 2025Q4: 2,332 shares 2,332 $395K <0.01% -30 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,004 shares; 2024Q4: 31,089 shares; 2025Q1: 31,211 shares; 2025Q2: 30,650 shares; 2025Q3: 30,749 shares; 2025Q4: 30,809 shares 30,809 $394K <0.01% +60 Timeline JMEE 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: 7,601 shares; 2024Q4: 7,503 shares; 2025Q1: 15,626 shares; 2025Q2: 18,097 shares; 2025Q3: 7,454 shares; 2025Q4: 6,115 shares 6,115 $394K <0.01% -1,339 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 8,616 shares; 2025Q1: 8,951 shares; 2025Q2: 9,193 shares; 2025Q3: 8,081 shares; 2025Q4: 8,380 shares 8,380 $393K <0.01% +299 Timeline EIPI 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: 17,926 shares; 2024Q4: 16,134 shares; 2025Q1: 16,221 shares; 2025Q2: 16,296 shares; 2025Q3: 17,628 shares; 2025Q4: 19,770 shares 19,770 $393K <0.01% +2,142 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,627 shares; 2024Q4: 19,627 shares; 2025Q1: 19,627 shares; 2025Q2: 19,627 shares; 2025Q3: 19,664 shares; 2025Q4: 19,700 shares 19,700 $390K <0.01% +36 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 3,854 shares; 2025Q1: 4,026 shares; 2025Q2: 4,046 shares; 2025Q3: 3,445 shares; 2025Q4: 3,867 shares 3,867 $390K <0.01% +422 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,898 shares; 2025Q1: 4,505 shares; 2025Q2: 4,070 shares; 2025Q3: 3,746 shares; 2025Q4: 3,849 shares 3,849 $388K <0.01% +103 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,287 shares; 2025Q3: 1,281 shares; 2025Q4: 1,282 shares 1,282 $387K <0.01% +1 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: 9,982 shares; 2024Q4: 10,034 shares; 2025Q1: 10,100 shares; 2025Q2: 12,230 shares; 2025Q3: 11,344 shares; 2025Q4: 13,936 shares 13,936 $387K <0.01% +2,592 Timeline UBFO UNITED SEC BANCSHARES CALIF More: the full row for UNITED SEC BANCSHARES CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,840 shares; 2024Q4: 36,335 shares; 2025Q1: 36,777 shares; 2025Q2: 37,332 shares; 2025Q3: 37,851 shares; 2025Q4: 38,359 shares 38,359 $386K <0.01% +508 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 3,662 shares; 2025Q1: 1,942 shares; 2025Q2: 1,689 shares; 2025Q3: 1,824 shares; 2025Q4: 1,898 shares 1,898 $386K <0.01% +74 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,536 shares; 2025Q2: 11,417 shares; 2025Q3: 11,399 shares; 2025Q4: 10,548 shares 10,548 $386K <0.01% -851 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,940 shares; 2024Q4: 26,452 shares; 2025Q1: 18,941 shares; 2025Q2: 17,939 shares; 2025Q3: 14,713 shares; 2025Q4: 16,604 shares 16,604 $386K <0.01% +1,891 Timeline TBUX 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: 5,019 shares; 2025Q1: 6,006 shares; 2025Q2: 6,073 shares; 2025Q3: 6,141 shares; 2025Q4: 7,726 shares 7,726 $385K <0.01% +1,585 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,538 shares; 2025Q1: 4,698 shares; 2025Q2: 6,044 shares; 2025Q3: 6,048 shares; 2025Q4: 7,999 shares 7,999 $384K <0.01% +1,951 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,154 shares; 2025Q4: 10,232 shares 10,232 $384K <0.01% +78 Timeline JPIN 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: 6,633 shares; 2024Q4: 5,815 shares; 2025Q1: 5,701 shares; 2025Q2: 5,768 shares; 2025Q3: 5,805 shares; 2025Q4: 5,630 shares 5,630 $384K <0.01% -175 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,600 shares 4,600 $383K <0.01% -100 Timeline PSI 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: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 6,833 shares; 2025Q2: 5,196 shares; 2025Q3: 4,841 shares; 2025Q4: 4,851 shares 4,851 $383K <0.01% +10 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,631 shares; 2025Q1: 69,631 shares; 2025Q2: 73,631 shares; 2025Q3: 72,631 shares; 2025Q4: 95,131 shares 95,131 $380K <0.01% +22,500 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,776 shares; 2025Q1: 2,759 shares; 2025Q2: 2,615 shares; 2025Q3: 2,528 shares; 2025Q4: 2,475 shares 2,475 $377K <0.01% -53 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: 12,192 shares; 2024Q4: 8,647 shares; 2025Q1: 8,416 shares; 2025Q2: 8,192 shares; 2025Q3: 9,466 shares; 2025Q4: 9,515 shares 9,515 $375K <0.01% +49 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: not reported; 2024Q4: not reported; 2025Q1: 5,398 shares; 2025Q2: 5,105 shares; 2025Q3: 4,880 shares; 2025Q4: 4,338 shares 4,338 $375K <0.01% -542 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,436 shares; 2024Q4: 17,907 shares; 2025Q1: 18,555 shares; 2025Q2: 20,063 shares; 2025Q3: 23,071 shares; 2025Q4: 22,436 shares 22,436 $374K <0.01% -635 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 3,774 shares; 2025Q1: 3,774 shares; 2025Q2: 3,349 shares; 2025Q3: 3,901 shares; 2025Q4: 3,888 shares 3,888 $374K <0.01% -13 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: 7,088 shares; 2025Q4: 8,437 shares 8,437 $373K <0.01% +1,349 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,765 shares; 2025Q3: 4,739 shares; 2025Q4: 6,960 shares 6,960 $372K <0.01% +2,221 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 1,182 shares; 2025Q4: 1,178 shares 1,178 $371K <0.01% -4 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 2,977 shares 2,977 $370K <0.01% new Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 4,856 shares; 2025Q1: 4,378 shares; 2025Q2: 4,213 shares; 2025Q3: 4,239 shares; 2025Q4: 4,239 shares 4,239 $370K <0.01% 0 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,761 shares; 2024Q4: 15,154 shares; 2025Q1: 9,171 shares; 2025Q2: 9,057 shares; 2025Q3: 8,019 shares; 2025Q4: 16,508 shares 16,508 $369K <0.01% +8,489 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,419 shares; 2025Q3: 4,479 shares; 2025Q4: 4,744 shares 4,744 $368K <0.01% +265 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 4,296 shares; 2025Q1: 4,463 shares; 2025Q2: 4,377 shares; 2025Q3: 4,431 shares; 2025Q4: 5,143 shares 5,143 $367K <0.01% +712 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,972 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,604 shares 4,604 $367K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686 shares; 2025Q3: not reported; 2025Q4: 2,680 shares 2,680 $365K <0.01% new Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,898 shares; 2024Q4: 43,440 shares; 2025Q1: 43,074 shares; 2025Q2: 42,389 shares; 2025Q3: 34,676 shares; 2025Q4: 23,773 shares 23,773 $365K <0.01% -10,903 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,419 shares; 2025Q1: 18,084 shares; 2025Q2: 16,968 shares; 2025Q3: 12,560 shares; 2025Q4: 10,501 shares 10,501 $364K <0.01% -2,059 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 3,833 shares; 2025Q1: 3,193 shares; 2025Q2: 3,108 shares; 2025Q3: 2,837 shares; 2025Q4: 2,657 shares 2,657 $363K <0.01% -180 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,720 shares; 2025Q1: 2,372 shares; 2025Q2: 3,897 shares; 2025Q3: 3,249 shares; 2025Q4: 3,186 shares 3,186 $363K <0.01% -63 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,992 shares; 2025Q3: 9,613 shares; 2025Q4: 9,785 shares 9,785 $362K <0.01% +172 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 7,595 shares; 2025Q4: 12,170 shares 12,170 $360K <0.01% +4,575 Timeline JNK 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: 3,682 shares 3,682 $358K <0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,325 shares; 2024Q4: 25,279 shares; 2025Q1: 26,290 shares; 2025Q2: 23,508 shares; 2025Q3: 21,542 shares; 2025Q4: 24,935 shares 24,935 $358K <0.01% +3,393 Timeline DIV 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: 11,858 shares; 2024Q4: 15,809 shares; 2025Q1: 17,224 shares; 2025Q2: 21,415 shares; 2025Q3: 20,370 shares; 2025Q4: 20,581 shares 20,581 $356K <0.01% +211 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,889 shares; 2025Q1: 2,912 shares; 2025Q2: 2,489 shares; 2025Q3: 2,499 shares; 2025Q4: 2,083 shares 2,083 $355K <0.01% -416 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,135 shares; 2025Q2: 14,151 shares; 2025Q3: 9,062 shares; 2025Q4: 6,744 shares 6,744 $355K <0.01% -2,318 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 4,901 shares; 2025Q1: 4,101 shares; 2025Q2: 9,315 shares; 2025Q3: 10,164 shares; 2025Q4: 12,149 shares 12,149 $353K <0.01% +1,985 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 1,274 shares; 2025Q3: 1,311 shares; 2025Q4: 1,700 shares 1,700 $353K <0.01% +389 Timeline SCHM 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: 3,327 shares; 2024Q4: 9,268 shares; 2025Q1: 13,818 shares; 2025Q2: 12,177 shares; 2025Q3: 10,725 shares; 2025Q4: 11,730 shares 11,730 $353K <0.01% +1,005 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: 973 shares; 2024Q4: 1,337 shares; 2025Q1: 1,421 shares; 2025Q2: 1,544 shares; 2025Q3: 1,217 shares; 2025Q4: 1,047 shares 1,047 $353K <0.01% -170 Timeline JPME 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: 4,444 shares; 2024Q4: 3,922 shares; 2025Q1: 3,831 shares; 2025Q2: 3,633 shares; 2025Q3: 3,589 shares; 2025Q4: 3,234 shares 3,234 $351K <0.01% -355 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,845 shares; 2025Q1: 2,083 shares; 2025Q2: 1,929 shares; 2025Q3: 1,977 shares; 2025Q4: 2,016 shares 2,016 $351K <0.01% +39 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: not reported; 2024Q4: 7,652 shares; 2025Q1: 8,828 shares; 2025Q2: 9,846 shares; 2025Q3: 9,667 shares; 2025Q4: 9,979 shares 9,979 $351K <0.01% +312 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,679 shares; 2025Q1: 1,549 shares; 2025Q2: 1,596 shares; 2025Q3: 5,077 shares; 2025Q4: 1,640 shares 1,640 $351K <0.01% -3,437 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: 2,637 shares; 2024Q4: 2,634 shares; 2025Q1: 2,634 shares; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 3,158 shares 3,158 $350K <0.01% +110 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,285 shares; 2025Q4: 13,423 shares 13,423 $349K <0.01% +1,138 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 4,373 shares; 2025Q1: 4,254 shares; 2025Q2: 4,395 shares; 2025Q3: 4,082 shares; 2025Q4: 4,040 shares 4,040 $348K <0.01% -42 Timeline YMAR 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: 13,034 shares; 2024Q4: 13,034 shares; 2025Q1: 13,034 shares; 2025Q2: 13,034 shares; 2025Q3: 12,893 shares; 2025Q4: 12,893 shares 12,893 $348K <0.01% 0 Timeline QDEC 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: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares 10,700 $348K <0.01% 0 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: 3,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,459 shares; 2025Q3: 4,264 shares; 2025Q4: 4,655 shares 4,655 $348K <0.01% +391 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT 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: 4,661 shares; 2025Q3: 4,661 shares; 2025Q4: 4,981 shares 4,981 $347K <0.01% +320 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 3,280 shares; 2025Q4: 3,435 shares 3,435 $345K <0.01% +155 Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,620 shares; 2025Q1: 139,156 shares; 2025Q2: 156,140 shares; 2025Q3: 226,142 shares; 2025Q4: 254,812 shares 254,812 $344K <0.01% +28,670 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,005 shares; 2025Q4: 10,211 shares 10,211 $344K <0.01% +206 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 4,305 shares; 2025Q4: 2,065 shares 2,065 $343K <0.01% -2,240 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,409 shares; 2024Q4: 38,078 shares; 2025Q1: 38,197 shares; 2025Q2: 38,840 shares; 2025Q3: 34,086 shares; 2025Q4: 18,001 shares 18,001 $342K <0.01% -16,085 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 2,856 shares; 2025Q2: 2,737 shares; 2025Q3: 2,587 shares; 2025Q4: 3,306 shares 3,306 $340K <0.01% +719 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: 7,786 shares; 2024Q4: 7,823 shares; 2025Q1: 8,189 shares; 2025Q2: 6,909 shares; 2025Q3: 6,605 shares; 2025Q4: 6,565 shares 6,565 $339K <0.01% -40 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,185 shares; 2024Q4: 12,175 shares; 2025Q1: 12,705 shares; 2025Q2: 13,079 shares; 2025Q3: 12,082 shares; 2025Q4: 12,107 shares 12,107 $339K <0.01% +25 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: 216 shares; 2024Q4: 299 shares; 2025Q1: 180 shares; 2025Q2: 474 shares; 2025Q3: 327 shares; 2025Q4: 200 shares 200 $338K <0.01% -127 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,588 shares; 2025Q3: 7,493 shares; 2025Q4: 7,369 shares 7,369 $335K <0.01% -124 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,939 shares; 2025Q1: 3,551 shares; 2025Q2: 4,843 shares; 2025Q3: 2,969 shares; 2025Q4: 3,189 shares 3,189 $334K <0.01% +220 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,289 shares; 2025Q1: 2,504 shares; 2025Q2: 2,825 shares; 2025Q3: 2,763 shares; 2025Q4: 2,665 shares 2,665 $334K <0.01% -98 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,188 shares; 2024Q4: 5,235 shares; 2025Q1: 5,345 shares; 2025Q2: 5,612 shares; 2025Q3: 4,455 shares; 2025Q4: 3,867 shares 3,867 $334K <0.01% -588 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: 24,962 shares; 2024Q4: 26,034 shares; 2025Q1: 25,923 shares; 2025Q2: 25,042 shares; 2025Q3: 13,946 shares; 2025Q4: 15,143 shares 15,143 $333K <0.01% +1,197 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,745 shares; 2025Q3: 6,555 shares; 2025Q4: 6,395 shares 6,395 $333K <0.01% -160 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: not reported; 2024Q4: 3,199 shares; 2025Q1: 4,144 shares; 2025Q2: 3,756 shares; 2025Q3: 3,271 shares; 2025Q4: 4,288 shares 4,288 $332K <0.01% +1,017 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON 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: 1,424 shares; 2025Q4: 1,487 shares 1,487 $331K <0.01% +63 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,130 shares; 2025Q1: 11,125 shares; 2025Q2: 10,525 shares; 2025Q3: 9,525 shares; 2025Q4: 9,525 shares 9,525 $331K <0.01% 0 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: 12,073 shares; 2024Q4: not reported; 2025Q1: 12,611 shares; 2025Q2: 14,597 shares; 2025Q3: 18,987 shares; 2025Q4: 18,405 shares 18,405 $331K <0.01% -582 Timeline OMAH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,959 shares; 2025Q3: 17,934 shares; 2025Q4: 17,619 shares 17,619 $330K <0.01% -315 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: not reported; 2025Q2: 4,774 shares; 2025Q3: 5,004 shares; 2025Q4: 5,004 shares 5,004 $330K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,717 shares; 2025Q4: 11,113 shares 11,113 $329K <0.01% +3,396 Timeline ITT ITT INC More: the full row for ITT 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: 2,254 shares; 2025Q2: 1,681 shares; 2025Q3: 1,689 shares; 2025Q4: 1,890 shares 1,890 $328K <0.01% +201 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,237 shares 9,237 $328K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,956 shares; 2025Q1: 2,013 shares; 2025Q2: 2,063 shares; 2025Q3: 2,066 shares; 2025Q4: 1,833 shares 1,833 $327K <0.01% -233 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,543 shares; 2025Q1: 2,648 shares; 2025Q2: 2,016 shares; 2025Q3: 1,850 shares; 2025Q4: 1,278 shares 1,278 $327K <0.01% -572 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,752 shares 1,752 $327K <0.01% new Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST 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: 20,087 shares; 2025Q4: 20,219 shares 20,219 $326K <0.01% +132 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,814 shares; 2024Q4: 63,111 shares; 2025Q1: 28,166 shares; 2025Q2: 23,418 shares; 2025Q3: 7,103 shares; 2025Q4: 7,922 shares 7,922 $325K <0.01% +819 Timeline PEY 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: 16,461 shares; 2024Q4: 16,710 shares; 2025Q1: 23,014 shares; 2025Q2: 16,526 shares; 2025Q3: 15,896 shares; 2025Q4: 15,936 shares 15,936 $325K <0.01% +40 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,911 shares; 2025Q1: 2,912 shares; 2025Q2: 2,872 shares; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares 3,039 $323K <0.01% 0 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,022 shares 20,022 $322K <0.01% new Timeline AVLV 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: 35,647 shares; 2024Q4: 3,615 shares; 2025Q1: 5,162 shares; 2025Q2: 4,284 shares; 2025Q3: 4,215 shares; 2025Q4: 4,239 shares 4,239 $321K <0.01% +24 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,899 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares 1,841 $320K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,890 shares; 2024Q4: 6,632 shares; 2025Q1: 8,383 shares; 2025Q2: 7,087 shares; 2025Q3: 7,928 shares; 2025Q4: 8,323 shares 8,323 $319K <0.01% +395 Timeline IBHJ 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: 9,765 shares; 2025Q4: 11,956 shares 11,956 $318K <0.01% +2,191 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,304 shares; 2024Q4: 16,254 shares; 2025Q1: 17,600 shares; 2025Q2: 20,827 shares; 2025Q3: 24,355 shares; 2025Q4: 25,536 shares 25,536 $318K <0.01% +1,181 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 6,595 shares 6,595 $317K <0.01% new Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,855 shares; 2025Q3: 25,894 shares; 2025Q4: 26,638 shares 26,638 $316K <0.01% +744 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,869 shares; 2025Q1: 2,852 shares; 2025Q2: 2,695 shares; 2025Q3: 2,645 shares; 2025Q4: 2,791 shares 2,791 $316K <0.01% +146 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 1,045 shares; 2025Q2: 1,065 shares; 2025Q3: 1,083 shares; 2025Q4: 889 shares 889 $314K <0.01% -194 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,943 shares; 2025Q2: 10,757 shares; 2025Q3: 2,967 shares; 2025Q4: 3,092 shares 3,092 $314K <0.01% +125 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,170 shares; 2025Q1: 13,470 shares; 2025Q2: 13,470 shares; 2025Q3: 13,470 shares; 2025Q4: 12,670 shares 12,670 $313K <0.01% -800 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,604 shares; 2025Q1: 2,560 shares; 2025Q2: 2,085 shares; 2025Q3: 2,023 shares; 2025Q4: 2,294 shares 2,294 $312K <0.01% +271 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,034 shares 14,034 $312K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,778 shares; 2024Q4: 46,262 shares; 2025Q1: 55,741 shares; 2025Q2: 58,862 shares; 2025Q3: 18,574 shares; 2025Q4: 13,963 shares 13,963 $312K <0.01% -4,611 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,434 shares 1,434 $311K <0.01% new Timeline IBHK 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: 9,764 shares; 2025Q4: 12,006 shares 12,006 $310K <0.01% +2,242 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES 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: 4,300 shares 4,300 $310K <0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,776 shares; 2025Q1: 5,393 shares; 2025Q2: 4,453 shares; 2025Q3: 4,659 shares; 2025Q4: 4,422 shares 4,422 $309K <0.01% -237 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: 8,017 shares; 2025Q3: 8,562 shares; 2025Q4: 8,562 shares 8,562 $309K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 4,433 shares; 2025Q1: 6,531 shares; 2025Q2: 2,111 shares; 2025Q3: 6,142 shares; 2025Q4: 1,775 shares 1,775 $309K <0.01% -4,367 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,126 shares 3,126 $309K <0.01% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,420 shares; 2025Q3: 4,422 shares; 2025Q4: 4,349 shares 4,349 $309K <0.01% -73 Timeline SDVD 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: 14,460 shares; 2024Q4: 19,635 shares; 2025Q1: 19,635 shares; 2025Q2: 14,305 shares; 2025Q3: 14,305 shares; 2025Q4: 14,305 shares 14,305 $307K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,865 shares; 2025Q2: 6,972 shares; 2025Q3: 6,005 shares; 2025Q4: 4,827 shares 4,827 $304K <0.01% -1,178 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,422 shares; 2025Q1: 3,459 shares; 2025Q2: 3,274 shares; 2025Q3: 3,316 shares; 2025Q4: 3,379 shares 3,379 $304K <0.01% +63 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 4,008 shares; 2025Q1: 4,032 shares; 2025Q2: 3,784 shares; 2025Q3: 3,796 shares; 2025Q4: 3,807 shares 3,807 $304K <0.01% +11 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 6,819 shares; 2025Q1: 4,439 shares; 2025Q2: 4,659 shares; 2025Q3: 4,553 shares; 2025Q4: 3,542 shares 3,542 $304K <0.01% -1,011 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,702 shares; 2025Q1: 1,535 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 1,242 shares 1,242 $303K <0.01% -11 Timeline JPSE 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: 8,391 shares; 2024Q4: 7,259 shares; 2025Q1: 7,099 shares; 2025Q2: 6,781 shares; 2025Q3: 6,699 shares; 2025Q4: 6,034 shares 6,034 $302K <0.01% -665 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,847 shares 5,847 $302K <0.01% new Timeline AFSM 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: 7,952 shares; 2025Q3: 9,136 shares; 2025Q4: 9,140 shares 9,140 $301K <0.01% +4 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale 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: 2,739 shares 2,739 $300K <0.01% new Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 35,353 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares 19,000 $300K <0.01% 0 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,824 shares 5,824 $300K <0.01% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,026 shares; 2025Q1: 2,108 shares; 2025Q2: 1,469 shares; 2025Q3: 1,358 shares; 2025Q4: 1,350 shares 1,350 $300K <0.01% -8 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 14,309 shares; 2025Q1: 14,593 shares; 2025Q2: 12,761 shares; 2025Q3: 12,832 shares; 2025Q4: 11,904 shares 11,904 $300K <0.01% -928 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,555 shares; 2025Q3: 6,848 shares; 2025Q4: 6,851 shares 6,851 $299K <0.01% +3 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: 5,045 shares 5,045 $299K <0.01% new Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,101 shares 7,101 $299K <0.01% new Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 5,444 shares; 2025Q1: 4,471 shares; 2025Q2: 3,796 shares; 2025Q3: 3,617 shares; 2025Q4: 3,625 shares 3,625 $298K <0.01% +8 Timeline EWC 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: 5,138 shares; 2025Q1: 5,042 shares; 2025Q2: 4,569 shares; 2025Q3: 4,602 shares; 2025Q4: 5,530 shares 5,530 $298K <0.01% +928 Timeline NMB SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,394 shares; 2025Q4: 11,914 shares 11,914 $298K <0.01% +520 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,350 shares; 2025Q2: 13,033 shares; 2025Q3: 16,033 shares; 2025Q4: 16,033 shares 16,033 $297K <0.01% 0 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK 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: not reported; 2025Q3: not reported; 2025Q4: 6,172 shares 6,172 $295K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 1,166 shares; 2025Q3: 1,101 shares; 2025Q4: 1,034 shares 1,034 $295K <0.01% -67 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,875 shares; 2024Q4: 5,875 shares; 2025Q1: 7,205 shares; 2025Q2: 7,205 shares; 2025Q3: 7,205 shares; 2025Q4: 7,205 shares 7,205 $295K <0.01% 0 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,240 shares; 2024Q4: 51,222 shares; 2025Q1: 51,222 shares; 2025Q2: 51,276 shares; 2025Q3: 51,329 shares; 2025Q4: 51,384 shares 51,384 $294K <0.01% +55 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,680 shares; 2025Q3: 9,315 shares; 2025Q4: 10,455 shares 10,455 $293K <0.01% +1,140 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: 4,981 shares; 2024Q4: 4,663 shares; 2025Q1: 3,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,211 shares 4,211 $293K <0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 4,085 shares; 2025Q1: 5,327 shares; 2025Q2: 4,280 shares; 2025Q3: 4,088 shares; 2025Q4: 4,074 shares 4,074 $292K <0.01% -14 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL 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: 9,883 shares 9,883 $291K <0.01% new 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: 1,936 shares 1,936 $291K <0.01% new Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,979 shares; 2025Q4: 11,013 shares 11,013 $290K <0.01% +34 Timeline XHS 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: 2,579 shares; 2025Q4: 2,715 shares 2,715 $290K <0.01% +136 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: not reported; 2024Q4: 33,963 shares; 2025Q1: 29,993 shares; 2025Q2: 31,050 shares; 2025Q3: 31,585 shares; 2025Q4: 44,359 shares 44,359 $287K <0.01% +12,774 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: 12,218 shares; 2024Q4: not reported; 2025Q1: 2,665 shares; 2025Q2: 3,561 shares; 2025Q3: 3,305 shares; 2025Q4: 3,386 shares 3,386 $287K <0.01% +81 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,427 shares; 2025Q4: 5,517 shares 5,517 $286K <0.01% +90 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,461 shares; 2025Q1: 3,421 shares; 2025Q2: 3,316 shares; 2025Q3: 3,379 shares; 2025Q4: 3,279 shares 3,279 $286K <0.01% -100 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: not reported; 2025Q1: 1,667 shares; 2025Q2: 2,212 shares; 2025Q3: not reported; 2025Q4: 1,920 shares 1,920 $286K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,360 shares; 2025Q3: 2,352 shares; 2025Q4: 2,366 shares 2,366 $286K <0.01% +14 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,385 shares; 2024Q4: 55,385 shares; 2025Q1: 54,283 shares; 2025Q2: 54,996 shares; 2025Q3: 53,773 shares; 2025Q4: 53,773 shares 53,773 $285K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 4,792 shares; 2025Q1: 6,798 shares; 2025Q2: 7,545 shares; 2025Q3: 6,007 shares; 2025Q4: 5,399 shares 5,399 $283K <0.01% -608 Timeline PODD INSULET CORP More: the full row for INSULET 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: 2,013 shares; 2025Q3: 2,090 shares; 2025Q4: 995 shares 995 $283K <0.01% -1,095 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: not reported; 2025Q1: 3,656 shares; 2025Q2: 3,697 shares; 2025Q3: 4,005 shares; 2025Q4: 4,116 shares 4,116 $282K <0.01% +111 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 7,926 shares; 2025Q1: 5,106 shares; 2025Q2: 5,019 shares; 2025Q3: 5,065 shares; 2025Q4: 5,163 shares 5,163 $282K <0.01% +98 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 1,019 shares; 2025Q1: 1,589 shares; 2025Q2: 1,582 shares; 2025Q3: 1,145 shares; 2025Q4: 1,160 shares 1,160 $282K <0.01% +15 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,204 shares; 2025Q2: 1,781 shares; 2025Q3: 1,290 shares; 2025Q4: 1,291 shares 1,291 $281K <0.01% +1 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 2,017 shares; 2025Q1: 2,061 shares; 2025Q2: 2,281 shares; 2025Q3: 2,291 shares; 2025Q4: 968 shares 968 $281K <0.01% -1,323 Timeline IQDG 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: 5,900 shares; 2025Q2: 5,855 shares; 2025Q3: 6,008 shares; 2025Q4: 6,766 shares 6,766 $281K <0.01% +758 Timeline FFDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,716 shares; 2025Q3: 8,502 shares; 2025Q4: 9,273 shares 9,273 $280K <0.01% +771 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,696 shares; 2025Q4: 2,925 shares 2,925 $278K <0.01% +229 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,491 shares; 2024Q4: 10,018 shares; 2025Q1: 10,803 shares; 2025Q2: 10,842 shares; 2025Q3: 10,534 shares; 2025Q4: 10,773 shares 10,773 $278K <0.01% +239 Timeline PBJA PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,005 shares; 2025Q2: 9,005 shares; 2025Q3: 9,005 shares; 2025Q4: 9,005 shares 9,005 $278K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,367 shares; 2024Q4: 20,562 shares; 2025Q1: 20,974 shares; 2025Q2: 20,914 shares; 2025Q3: 6,385 shares; 2025Q4: 6,172 shares 6,172 $276K <0.01% -213 Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 681 shares; 2025Q3: 788 shares; 2025Q4: 916 shares 916 $276K <0.01% +128 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,623 shares; 2025Q1: 5,643 shares; 2025Q2: 5,289 shares; 2025Q3: 5,417 shares; 2025Q4: 5,458 shares 5,458 $276K <0.01% +41 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,620 shares 5,620 $275K <0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 2,231 shares 2,231 $274K <0.01% new Timeline FLEE 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: 6,634 shares; 2025Q3: 7,210 shares; 2025Q4: 7,498 shares 7,498 $274K <0.01% +288 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,926 shares 2,926 $273K <0.01% new Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,400 shares; 2025Q3: 12,400 shares; 2025Q4: 10,700 shares 10,700 $273K <0.01% -1,700 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,234 shares; 2025Q3: not reported; 2025Q4: 1,183 shares 1,183 $271K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,796 shares; 2025Q1: 9,164 shares; 2025Q2: 7,100 shares; 2025Q3: 5,613 shares; 2025Q4: 3,258 shares 3,258 $270K <0.01% -2,355 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 3,345 shares; 2025Q3: 3,345 shares; 2025Q4: 3,364 shares 3,364 $269K <0.01% +19 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,200 shares; 2025Q3: 6,470 shares; 2025Q4: 6,470 shares 6,470 $267K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,654 shares; 2025Q1: 3,531 shares; 2025Q2: 2,558 shares; 2025Q3: 2,479 shares; 2025Q4: 1,966 shares 1,966 $266K <0.01% -513 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,766 shares 4,766 $266K <0.01% new Timeline ROUNDHILL ROUNDHILL More: the full row for ROUNDHILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,325 shares; 2025Q3: 33,703 shares; 2025Q4: 7,109 shares 7,109 $265K <0.01% -26,594 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: 44,312 shares; 2024Q4: 41,802 shares; 2025Q1: 15,015 shares; 2025Q2: 11,689 shares; 2025Q3: 14,437 shares; 2025Q4: 13,236 shares 13,236 $265K <0.01% -1,201 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 576 shares; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 592 shares; 2025Q4: 593 shares 593 $263K <0.01% +1 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,291 shares 5,291 $263K <0.01% 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: 15,554 shares; 2024Q4: 15,959 shares; 2025Q1: 16,293 shares; 2025Q2: 16,534 shares; 2025Q3: 15,751 shares; 2025Q4: 15,928 shares 15,928 $263K <0.01% +177 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,399 shares; 2025Q4: 4,807 shares 4,807 $263K <0.01% +408 Timeline RWJ 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: 4,644 shares; 2025Q3: 5,083 shares; 2025Q4: 5,367 shares 5,367 $261K <0.01% +284 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 2,734 shares; 2025Q1: 5,045 shares; 2025Q2: 5,087 shares; 2025Q3: 3,367 shares; 2025Q4: 3,278 shares 3,278 $261K <0.01% -89 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,629 shares; 2025Q3: 1,669 shares; 2025Q4: 1,639 shares 1,639 $261K <0.01% -30 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: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,449 shares; 2025Q4: 3,488 shares 3,488 $260K <0.01% +39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 883 shares; 2025Q3: 867 shares; 2025Q4: 867 shares 867 $260K <0.01% 0 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: 5,803 shares; 2024Q4: 10,877 shares; 2025Q1: 10,167 shares; 2025Q2: 9,542 shares; 2025Q3: 8,198 shares; 2025Q4: 8,269 shares 8,269 $260K <0.01% +71 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,047 shares; 2025Q4: 6,047 shares 6,047 $259K <0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,151 shares; 2025Q4: 3,249 shares 3,249 $258K <0.01% -5,902 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,900 shares; 2025Q1: 21,500 shares; 2025Q2: 28,500 shares; 2025Q3: 33,446 shares; 2025Q4: 33,446 shares 33,446 $258K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,190 shares; 2025Q1: 38,060 shares; 2025Q2: 29,461 shares; 2025Q3: 9,412 shares; 2025Q4: 10,063 shares 10,063 $258K <0.01% +651 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: not reported; 2024Q4: not reported; 2025Q1: 17,630 shares; 2025Q2: 22,251 shares; 2025Q3: 21,456 shares; 2025Q4: 20,464 shares 20,464 $257K <0.01% -992 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,106 shares; 2025Q4: 1,342 shares 1,342 $257K <0.01% +236 Timeline DRIV 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: 11,826 shares; 2024Q4: 10,826 shares; 2025Q1: 10,330 shares; 2025Q2: 9,985 shares; 2025Q3: 8,647 shares; 2025Q4: 8,647 shares 8,647 $256K <0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,745 shares; 2025Q1: 10,745 shares; 2025Q2: 10,745 shares; 2025Q3: 10,795 shares; 2025Q4: 10,795 shares 10,795 $255K <0.01% 0 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM 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: 27,668 shares; 2025Q4: 28,396 shares 28,396 $255K <0.01% +728 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,704 shares; 2025Q4: 6,704 shares 6,704 $254K <0.01% 0 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,806 shares; 2025Q2: 16,423 shares; 2025Q3: 17,779 shares; 2025Q4: 16,081 shares 16,081 $254K <0.01% -1,698 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,124 shares; 2025Q3: 3,179 shares; 2025Q4: 3,269 shares 3,269 $254K <0.01% +90 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY 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: 14,903 shares 14,903 $253K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 6,392 shares; 2025Q3: 5,181 shares; 2025Q4: 5,016 shares 5,016 $252K <0.01% -165 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: 5,191 shares; 2024Q4: 5,112 shares; 2025Q1: 5,000 shares; 2025Q2: 4,650 shares; 2025Q3: 4,167 shares; 2025Q4: 4,035 shares 4,035 $252K <0.01% -132 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,243 shares; 2025Q2: 3,358 shares; 2025Q3: 3,141 shares; 2025Q4: 3,247 shares 3,247 $251K <0.01% +106 Timeline PCY 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: 9,340 shares; 2025Q4: 11,579 shares 11,579 $251K <0.01% +2,239 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: 13,481 shares; 2024Q4: 13,273 shares; 2025Q1: 11,306 shares; 2025Q2: 15,046 shares; 2025Q3: 15,258 shares; 2025Q4: 14,077 shares 14,077 $249K <0.01% -1,181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,734 shares; 2025Q3: 21,398 shares; 2025Q4: 22,710 shares 22,710 $248K <0.01% +1,312 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 12,078 shares; 2025Q1: 16,988 shares; 2025Q2: 19,577 shares; 2025Q3: 19,381 shares; 2025Q4: 19,700 shares 19,700 $247K <0.01% +319 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,096 shares; 2025Q2: 2,530 shares; 2025Q3: 2,544 shares; 2025Q4: 2,629 shares 2,629 $247K <0.01% +85 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,293 shares; 2025Q1: not reported; 2025Q2: 4,112 shares; 2025Q3: 3,939 shares; 2025Q4: 3,861 shares 3,861 $246K <0.01% -78 Timeline