ITWO 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: 6,794 shares; 2024Q4: 13,002 shares; 2025Q1: 40,576 shares; 2025Q2: 41,503 shares; 2025Q3: 38,676 shares; 2025Q4: 44,317 shares 44,317 $1.76M 0.03% +5,641 Timeline EMGF 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: 28,552 shares; 2024Q4: 30,172 shares; 2025Q1: 29,673 shares; 2025Q2: 29,386 shares; 2025Q3: 30,850 shares; 2025Q4: 30,257 shares 30,257 $1.75M 0.03% -593 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 4,562 shares; 2025Q1: 4,321 shares; 2025Q2: 4,196 shares; 2025Q3: 4,197 shares; 2025Q4: 4,452 shares 4,452 $1.73M 0.02% +255 Timeline JSCP 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: 40,524 shares; 2024Q4: 44,522 shares; 2025Q1: 44,866 shares; 2025Q2: 46,870 shares; 2025Q3: 36,536 shares; 2025Q4: 36,204 shares 36,204 $1.72M 0.02% -332 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,885 shares; 2024Q4: 67,152 shares; 2025Q1: 64,336 shares; 2025Q2: 64,044 shares; 2025Q3: 64,097 shares; 2025Q4: 64,977 shares 64,977 $1.72M 0.02% +880 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 11,539 shares; 2025Q1: 11,058 shares; 2025Q2: 10,843 shares; 2025Q3: 11,950 shares; 2025Q4: 12,100 shares 12,100 $1.71M 0.02% +150 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,478 shares; 2025Q1: 9,900 shares; 2025Q2: 16,788 shares; 2025Q3: 12,538 shares; 2025Q4: 10,533 shares 10,533 $1.7M 0.02% -2,005 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 3,986 shares; 2025Q1: 5,650 shares; 2025Q2: 6,983 shares; 2025Q3: 7,031 shares; 2025Q4: 7,386 shares 7,386 $1.7M 0.02% +355 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,707 shares; 2025Q2: 149,956 shares; 2025Q3: 146,645 shares; 2025Q4: 169,885 shares 169,885 $1.7M 0.02% +23,240 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,351 shares; 2024Q4: 13,701 shares; 2025Q1: 22,986 shares; 2025Q2: 28,530 shares; 2025Q3: 14,738 shares; 2025Q4: 14,197 shares 14,197 $1.69M 0.02% -541 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,836 shares; 2024Q4: 57,691 shares; 2025Q1: 69,598 shares; 2025Q2: 96,391 shares; 2025Q3: 25,446 shares; 2025Q4: 71,489 shares 71,489 $1.69M 0.02% +46,043 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,009 shares; 2024Q4: 103,024 shares; 2025Q1: 96,646 shares; 2025Q2: 101,460 shares; 2025Q3: 116,434 shares; 2025Q4: 17,266 shares 17,266 $1.69M 0.02% -99,168 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,280 shares; 2024Q4: 29,569 shares; 2025Q1: 31,772 shares; 2025Q2: 35,432 shares; 2025Q3: 30,238 shares; 2025Q4: 31,559 shares 31,559 $1.67M 0.02% +1,321 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,291 shares; 2024Q4: 58,858 shares; 2025Q1: 58,158 shares; 2025Q2: 287,536 shares; 2025Q3: 56,954 shares; 2025Q4: 60,684 shares 60,684 $1.67M 0.02% +3,730 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,132 shares; 2024Q4: 44,628 shares; 2025Q1: 43,643 shares; 2025Q2: 41,693 shares; 2025Q3: 53,552 shares; 2025Q4: 53,379 shares 53,379 $1.65M 0.02% -173 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,370 shares; 2024Q4: 22,162 shares; 2025Q1: 21,612 shares; 2025Q2: 21,612 shares; 2025Q3: 21,624 shares; 2025Q4: 21,551 shares 21,551 $1.65M 0.02% -73 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 6,141 shares; 2025Q1: 5,130 shares; 2025Q2: 5,070 shares; 2025Q3: 14,642 shares; 2025Q4: 5,279 shares 5,279 $1.65M 0.02% -9,363 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,230 shares; 2024Q4: 228,616 shares; 2025Q1: 198,207 shares; 2025Q2: 188,581 shares; 2025Q3: 181,713 shares; 2025Q4: 32,678 shares 32,678 $1.63M 0.02% -149,035 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,246 shares; 2024Q4: 90,078 shares; 2025Q1: 54,580 shares; 2025Q2: 50,266 shares; 2025Q3: 32,828 shares; 2025Q4: 36,584 shares 36,584 $1.62M 0.02% +3,756 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,677 shares; 2025Q4: 63,928 shares 63,928 $1.62M 0.02% +27,251 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 33,018 shares; 2025Q1: 39,243 shares; 2025Q2: 13,024 shares; 2025Q3: 14,963 shares; 2025Q4: 14,631 shares 14,631 $1.61M 0.02% -332 Timeline IVE 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: 4,932 shares; 2024Q4: 4,759 shares; 2025Q1: 4,773 shares; 2025Q2: 4,810 shares; 2025Q3: 4,785 shares; 2025Q4: 7,594 shares 7,594 $1.61M 0.02% +2,809 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,095 shares; 2024Q4: 30,659 shares; 2025Q1: 27,703 shares; 2025Q2: 28,538 shares; 2025Q3: 27,805 shares; 2025Q4: 27,776 shares 27,776 $1.61M 0.02% -29 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,646 shares; 2024Q4: 27,433 shares; 2025Q1: 26,120 shares; 2025Q2: 25,398 shares; 2025Q3: 25,776 shares; 2025Q4: 27,441 shares 27,441 $1.61M 0.02% +1,665 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,974 shares 20,974 $1.58M 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,240 shares; 2024Q4: 15,278 shares; 2025Q1: 19,428 shares; 2025Q2: 17,159 shares; 2025Q3: 17,756 shares; 2025Q4: 17,994 shares 17,994 $1.58M 0.02% +238 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 6,932 shares; 2025Q1: 5,999 shares; 2025Q2: 5,955 shares; 2025Q3: 6,197 shares; 2025Q4: 13,943 shares 13,943 $1.57M 0.02% +7,746 Timeline IGPT 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: 34,894 shares; 2024Q4: 31,052 shares; 2025Q1: 28,575 shares; 2025Q2: 25,988 shares; 2025Q3: 24,224 shares; 2025Q4: 26,430 shares 26,430 $1.57M 0.02% +2,206 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,739 shares; 2025Q2: 12,989 shares; 2025Q3: 13,421 shares; 2025Q4: 15,225 shares 15,225 $1.55M 0.02% +1,804 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,181 shares; 2024Q4: 7,584 shares; 2025Q1: 12,101 shares; 2025Q2: 20,767 shares; 2025Q3: 18,273 shares; 2025Q4: 18,229 shares 18,229 $1.55M 0.02% -44 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,409 shares; 2024Q4: 56,401 shares; 2025Q1: 46,974 shares; 2025Q2: 52,403 shares; 2025Q3: 54,717 shares; 2025Q4: 57,142 shares 57,142 $1.54M 0.02% +2,425 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,316 shares; 2024Q4: 21,245 shares; 2025Q1: 22,269 shares; 2025Q2: 21,738 shares; 2025Q3: 22,275 shares; 2025Q4: 22,032 shares 22,032 $1.54M 0.02% -243 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,729 shares; 2025Q4: 7,321 shares 7,321 $1.51M 0.02% +4,592 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 2,493 shares; 2025Q1: 2,321 shares; 2025Q2: 2,148 shares; 2025Q3: 2,136 shares; 2025Q4: 2,472 shares 2,472 $1.49M 0.02% +336 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: 38,646 shares; 2024Q4: 40,100 shares; 2025Q1: 39,434 shares; 2025Q2: 39,608 shares; 2025Q3: 40,182 shares; 2025Q4: 31,691 shares 31,691 $1.48M 0.02% -8,491 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: 5,840 shares; 2024Q4: 5,848 shares; 2025Q1: 5,810 shares; 2025Q2: 5,824 shares; 2025Q3: 5,786 shares; 2025Q4: 5,707 shares 5,707 $1.47M 0.02% -79 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,876 shares; 2025Q4: 37,466 shares 37,466 $1.47M 0.02% +2,590 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: 59,066 shares; 2024Q4: 68,851 shares; 2025Q1: 93,752 shares; 2025Q2: 109,476 shares; 2025Q3: 74,928 shares; 2025Q4: 31,757 shares 31,757 $1.45M 0.02% -43,171 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: 8,972 shares; 2024Q4: 10,665 shares; 2025Q1: 11,118 shares; 2025Q2: 12,235 shares; 2025Q3: 13,029 shares; 2025Q4: 10,092 shares 10,092 $1.45M 0.02% -2,937 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,142 shares; 2025Q1: 16,612 shares; 2025Q2: 17,351 shares; 2025Q3: 16,798 shares; 2025Q4: 16,008 shares 16,008 $1.44M 0.02% -790 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: 16,348 shares; 2024Q4: 16,699 shares; 2025Q1: 15,466 shares; 2025Q2: 13,967 shares; 2025Q3: 14,588 shares; 2025Q4: 14,857 shares 14,857 $1.44M 0.02% +269 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,160 shares; 2025Q2: 15,328 shares; 2025Q3: 16,665 shares; 2025Q4: 14,348 shares 14,348 $1.44M 0.02% -2,317 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,457 shares; 2024Q4: 55,686 shares; 2025Q1: 58,270 shares; 2025Q2: 59,699 shares; 2025Q3: 44,973 shares; 2025Q4: 39,527 shares 39,527 $1.43M 0.02% -5,446 Timeline RISR 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: 20,525 shares; 2024Q4: 20,360 shares; 2025Q1: 52,605 shares; 2025Q2: 34,200 shares; 2025Q3: 43,490 shares; 2025Q4: 39,444 shares 39,444 $1.42M 0.02% -4,046 Timeline JMHI 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: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 22,106 shares; 2025Q2: 22,106 shares; 2025Q3: 21,200 shares; 2025Q4: 28,150 shares 28,150 $1.41M 0.02% +6,950 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,064 shares; 2025Q4: 28,088 shares 28,088 $1.41M 0.02% +14,024 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 5,923 shares; 2025Q1: 5,923 shares; 2025Q2: 5,923 shares; 2025Q3: 6,045 shares; 2025Q4: 6,078 shares 6,078 $1.4M 0.02% +33 Timeline CMDY 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: 19,077 shares; 2024Q4: 22,449 shares; 2025Q1: 25,695 shares; 2025Q2: 22,728 shares; 2025Q3: 26,512 shares; 2025Q4: 28,539 shares 28,539 $1.39M 0.02% +2,027 Timeline CPTL 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: 31,097 shares; 2024Q4: 31,729 shares; 2025Q1: 31,475 shares; 2025Q2: 30,845 shares; 2025Q3: 32,082 shares; 2025Q4: 31,956 shares 31,956 $1.39M 0.02% -126 Timeline DFAC 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: 33,070 shares; 2024Q4: 33,163 shares; 2025Q1: 34,638 shares; 2025Q2: 34,660 shares; 2025Q3: 34,752 shares; 2025Q4: 34,829 shares 34,829 $1.38M 0.02% +77 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,105 shares; 2024Q4: 16,325 shares; 2025Q1: 21,327 shares; 2025Q2: 15,743 shares; 2025Q3: 16,366 shares; 2025Q4: 18,754 shares 18,754 $1.38M 0.02% +2,388 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,330 shares; 2025Q1: 1,243 shares; 2025Q2: 2,338 shares; 2025Q3: 3,719 shares; 2025Q4: 5,501 shares 5,501 $1.38M 0.02% +1,782 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,099 shares; 2024Q4: 20,851 shares; 2025Q1: 19,552 shares; 2025Q2: 16,455 shares; 2025Q3: 18,257 shares; 2025Q4: 17,645 shares 17,645 $1.37M 0.02% -612 Timeline QUAL 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: 23,283 shares; 2024Q4: 5,988 shares; 2025Q1: 5,428 shares; 2025Q2: 4,738 shares; 2025Q3: 5,949 shares; 2025Q4: 6,917 shares 6,917 $1.37M 0.02% +968 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: 19,672 shares; 2024Q4: 30,425 shares; 2025Q1: 30,847 shares; 2025Q2: 31,466 shares; 2025Q3: 27,551 shares; 2025Q4: 31,704 shares 31,704 $1.37M 0.02% +4,153 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,239 shares; 2025Q1: 7,804 shares; 2025Q2: 8,064 shares; 2025Q3: 8,139 shares; 2025Q4: 7,659 shares 7,659 $1.36M 0.02% -480 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,724 shares; 2024Q4: 13,729 shares; 2025Q1: 13,591 shares; 2025Q2: 13,388 shares; 2025Q3: 13,296 shares; 2025Q4: 13,890 shares 13,890 $1.36M 0.02% +594 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,086 shares; 2024Q4: 48,333 shares; 2025Q1: 41,735 shares; 2025Q2: 41,537 shares; 2025Q3: 38,458 shares; 2025Q4: 38,900 shares 38,900 $1.35M 0.02% +442 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,181 shares; 2024Q4: 12,764 shares; 2025Q1: 17,781 shares; 2025Q2: 15,981 shares; 2025Q3: 16,966 shares; 2025Q4: 14,429 shares 14,429 $1.34M 0.02% -2,537 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,797 shares; 2024Q4: 14,367 shares; 2025Q1: 12,241 shares; 2025Q2: 11,828 shares; 2025Q3: 11,771 shares; 2025Q4: 13,290 shares 13,290 $1.34M 0.02% +1,519 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: 4,963 shares; 2024Q4: 5,368 shares; 2025Q1: 5,296 shares; 2025Q2: 5,363 shares; 2025Q3: 5,369 shares; 2025Q4: 5,223 shares 5,223 $1.34M 0.02% -146 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,128 shares; 2025Q4: 34,851 shares 34,851 $1.33M 0.02% +13,723 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,599 shares; 2024Q4: 8,360 shares; 2025Q1: 7,952 shares; 2025Q2: 7,862 shares; 2025Q3: 6,277 shares; 2025Q4: 5,960 shares 5,960 $1.33M 0.02% -317 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 5,720 shares; 2025Q1: 5,622 shares; 2025Q2: 7,303 shares; 2025Q3: 7,932 shares; 2025Q4: 7,134 shares 7,134 $1.32M 0.02% -798 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: 3,207 shares; 2025Q3: 11,869 shares; 2025Q4: 12,036 shares 12,036 $1.32M 0.02% +167 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,318 shares; 2024Q4: 22,646 shares; 2025Q1: 18,596 shares; 2025Q2: 18,573 shares; 2025Q3: 16,883 shares; 2025Q4: 22,532 shares 22,532 $1.32M 0.02% +5,649 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,548 shares; 2024Q4: 36,820 shares; 2025Q1: 37,217 shares; 2025Q2: 41,101 shares; 2025Q3: 30,918 shares; 2025Q4: 30,609 shares 30,609 $1.31M 0.02% -309 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,539 shares; 2024Q4: 11,660 shares; 2025Q1: 11,586 shares; 2025Q2: 11,040 shares; 2025Q3: 11,174 shares; 2025Q4: 11,461 shares 11,461 $1.31M 0.02% +287 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: 70,225 shares; 2024Q4: 75,058 shares; 2025Q1: 7,409 shares; 2025Q2: 6,867 shares; 2025Q3: 6,818 shares; 2025Q4: 7,579 shares 7,579 $1.28M 0.02% +761 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,258 shares; 2024Q4: 8,362 shares; 2025Q1: 9,792 shares; 2025Q2: 9,988 shares; 2025Q3: 9,957 shares; 2025Q4: 10,071 shares 10,071 $1.28M 0.02% +114 Timeline CLOA 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: 6,330 shares; 2024Q4: 19,328 shares; 2025Q1: 16,616 shares; 2025Q2: 19,769 shares; 2025Q3: 23,693 shares; 2025Q4: 24,646 shares 24,646 $1.28M 0.02% +953 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: 11,933 shares; 2025Q1: 12,082 shares; 2025Q2: 12,545 shares; 2025Q3: 12,305 shares; 2025Q4: 12,191 shares 12,191 $1.27M 0.02% -114 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: 49,984 shares; 2025Q3: 65,627 shares; 2025Q4: 43,916 shares 43,916 $1.27M 0.02% -21,711 Timeline BUFH 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: 36,301 shares; 2025Q4: 60,696 shares 60,696 $1.27M 0.02% +24,395 Timeline XLY 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: 9,501 shares; 2024Q4: 74,373 shares; 2025Q1: 74,972 shares; 2025Q2: 86,546 shares; 2025Q3: 5,430 shares; 2025Q4: 10,564 shares 10,564 $1.26M 0.02% +5,134 Timeline BAI 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: 29,031 shares; 2025Q4: 37,789 shares 37,789 $1.26M 0.02% +8,758 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,556 shares; 2024Q4: 33,857 shares; 2025Q1: 59,665 shares; 2025Q2: 53,139 shares; 2025Q3: 37,985 shares; 2025Q4: 26,004 shares 26,004 $1.26M 0.02% -11,981 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,253 shares; 2024Q4: 40,581 shares; 2025Q1: 3,625 shares; 2025Q2: 4,731 shares; 2025Q3: 5,008 shares; 2025Q4: 5,791 shares 5,791 $1.24M 0.02% +783 Timeline TMSL 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: 17,960 shares; 2025Q1: 20,176 shares; 2025Q2: 24,695 shares; 2025Q3: 35,771 shares; 2025Q4: 34,548 shares 34,548 $1.24M 0.02% -1,223 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS 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: 6,859 shares; 2025Q2: 7,118 shares; 2025Q3: 8,858 shares; 2025Q4: 8,523 shares 8,523 $1.23M 0.02% -335 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,421 shares; 2024Q4: 11,595 shares; 2025Q1: 10,072 shares; 2025Q2: 10,274 shares; 2025Q3: 11,822 shares; 2025Q4: 11,205 shares 11,205 $1.23M 0.02% -617 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,336 shares; 2024Q4: 33,130 shares; 2025Q1: 33,040 shares; 2025Q2: 33,902 shares; 2025Q3: 37,639 shares; 2025Q4: 38,362 shares 38,362 $1.23M 0.02% +723 Timeline JCPB 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: 31,127 shares; 2024Q4: 22,291 shares; 2025Q1: 14,370 shares; 2025Q2: 14,555 shares; 2025Q3: 25,595 shares; 2025Q4: 25,945 shares 25,945 $1.23M 0.02% +350 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,399 shares; 2024Q4: 63,941 shares; 2025Q1: 58,999 shares; 2025Q2: 77,215 shares; 2025Q3: 75,595 shares; 2025Q4: 79,915 shares 79,915 $1.23M 0.02% +4,320 Timeline AIQ 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: 19,131 shares; 2024Q4: 20,561 shares; 2025Q1: 20,455 shares; 2025Q2: 20,235 shares; 2025Q3: 21,992 shares; 2025Q4: 23,774 shares 23,774 $1.21M 0.02% +1,782 Timeline THRO 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: 27,825 shares; 2025Q4: 31,349 shares 31,349 $1.21M 0.02% +3,524 Timeline KNG 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: 100,209 shares; 2024Q4: 100,961 shares; 2025Q1: 103,732 shares; 2025Q2: 90,249 shares; 2025Q3: 53,413 shares; 2025Q4: 24,591 shares 24,591 $1.21M 0.02% -28,822 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,806 shares 28,806 $1.2M 0.02% new 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: 13,865 shares; 2024Q4: 14,119 shares; 2025Q1: 14,009 shares; 2025Q2: 13,747 shares; 2025Q3: 14,553 shares; 2025Q4: 14,750 shares 14,750 $1.2M 0.02% +197 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,772 shares; 2024Q4: 12,866 shares; 2025Q1: 12,342 shares; 2025Q2: 13,191 shares; 2025Q3: 14,196 shares; 2025Q4: 14,439 shares 14,439 $1.2M 0.02% +243 Timeline THNQ 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: 46,694 shares; 2024Q4: 35,038 shares; 2025Q1: 27,008 shares; 2025Q2: 24,842 shares; 2025Q3: 21,199 shares; 2025Q4: 18,760 shares 18,760 $1.19M 0.02% -2,439 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 6,317 shares; 2025Q1: 6,671 shares; 2025Q2: 7,051 shares; 2025Q3: 7,313 shares; 2025Q4: 7,728 shares 7,728 $1.17M 0.02% +415 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,862 shares; 2024Q4: 6,588 shares; 2025Q1: 6,688 shares; 2025Q2: 6,736 shares; 2025Q3: 8,394 shares; 2025Q4: 8,430 shares 8,430 $1.17M 0.02% +36 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 5,873 shares; 2025Q1: 6,705 shares; 2025Q2: 6,497 shares; 2025Q3: 8,479 shares; 2025Q4: 7,212 shares 7,212 $1.17M 0.02% -1,267 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,441 shares; 2024Q4: 18,043 shares; 2025Q1: 19,925 shares; 2025Q2: 29,774 shares; 2025Q3: 31,986 shares; 2025Q4: 35,689 shares 35,689 $1.16M 0.02% +3,703 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: 6,661 shares; 2024Q4: 7,082 shares; 2025Q1: 43,796 shares; 2025Q2: 47,685 shares; 2025Q3: 9,032 shares; 2025Q4: 9,085 shares 9,085 $1.16M 0.02% +53 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,745 shares; 2024Q4: 86,672 shares; 2025Q1: 85,485 shares; 2025Q2: 94,707 shares; 2025Q3: 97,910 shares; 2025Q4: 96,826 shares 96,826 $1.15M 0.02% -1,084 Timeline VCIT 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: 16,824 shares; 2024Q4: 15,476 shares; 2025Q1: 13,589 shares; 2025Q2: 12,491 shares; 2025Q3: 14,340 shares; 2025Q4: 13,689 shares 13,689 $1.15M 0.02% -651 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 11,056 shares; 2025Q1: 13,920 shares; 2025Q2: 7,778 shares; 2025Q3: 10,433 shares; 2025Q4: 11,269 shares 11,269 $1.15M 0.02% +836 Timeline HEGD 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: 87,942 shares; 2024Q4: 62,360 shares; 2025Q1: 54,259 shares; 2025Q2: 53,744 shares; 2025Q3: 47,744 shares; 2025Q4: 45,348 shares 45,348 $1.14M 0.02% -2,396 Timeline HIMU 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: 32,555 shares; 2025Q2: 26,345 shares; 2025Q3: 22,805 shares; 2025Q4: 23,426 shares 23,426 $1.14M 0.02% +621 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 7,490 shares; 2025Q1: 7,540 shares; 2025Q2: 5,250 shares; 2025Q3: 6,077 shares; 2025Q4: 6,806 shares 6,806 $1.13M 0.02% +729 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,954 shares; 2024Q4: 12,279 shares; 2025Q1: 12,078 shares; 2025Q2: 12,491 shares; 2025Q3: 12,145 shares; 2025Q4: 12,299 shares 12,299 $1.13M 0.02% +154 Timeline IDYN 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: 33,235 shares; 2025Q4: 39,978 shares 39,978 $1.13M 0.02% +6,743 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 24,514 shares 24,514 $1.12M 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,239 shares 34,239 $1.11M 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 459 shares; 2025Q1: 474 shares; 2025Q2: 504 shares; 2025Q3: 532 shares; 2025Q4: 552 shares 552 $1.11M 0.02% +20 Timeline JMUB 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: 16,139 shares; 2024Q4: 15,933 shares; 2025Q1: 16,955 shares; 2025Q2: 21,035 shares; 2025Q3: 20,633 shares; 2025Q4: 21,805 shares 21,805 $1.1M 0.02% +1,172 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,674 shares; 2024Q4: 7,450 shares; 2025Q1: 7,272 shares; 2025Q2: 7,422 shares; 2025Q3: 7,645 shares; 2025Q4: 7,981 shares 7,981 $1.1M 0.02% +336 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,410 shares; 2024Q4: 27,633 shares; 2025Q1: not reported; 2025Q2: 5,061 shares; 2025Q3: 11,792 shares; 2025Q4: 15,114 shares 15,114 $1.1M 0.02% +3,322 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,052 shares; 2024Q4: 27,052 shares; 2025Q1: 28,162 shares; 2025Q2: 29,367 shares; 2025Q3: 29,371 shares; 2025Q4: 29,771 shares 29,771 $1.1M 0.02% +400 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,229 shares; 2024Q4: 39,286 shares; 2025Q1: 39,573 shares; 2025Q2: 40,208 shares; 2025Q3: 43,970 shares; 2025Q4: 47,468 shares 47,468 $1.09M 0.02% +3,498 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale 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: 35,493 shares 35,493 $1.08M 0.02% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,565 shares; 2025Q1: 13,904 shares; 2025Q2: 17,055 shares; 2025Q3: 22,183 shares; 2025Q4: 29,329 shares 29,329 $1.07M 0.02% +7,146 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,153 shares 20,153 $1.07M 0.02% new Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,758 shares; 2024Q4: 44,065 shares; 2025Q1: 54,970 shares; 2025Q2: 59,330 shares; 2025Q3: 65,037 shares; 2025Q4: 55,470 shares 55,470 $1.06M 0.02% -9,567 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,102 shares; 2024Q4: 186,527 shares; 2025Q1: 163,416 shares; 2025Q2: 21,247 shares; 2025Q3: 20,299 shares; 2025Q4: 16,850 shares 16,850 $1.05M 0.02% -3,449 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,555 shares; 2025Q1: 1,515 shares; 2025Q2: 1,537 shares; 2025Q3: 1,610 shares; 2025Q4: 1,588 shares 1,588 $1.05M 0.02% -22 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 74,006 shares; 2025Q1: 42,731 shares; 2025Q2: 10,313 shares; 2025Q3: 96,759 shares; 2025Q4: 79,401 shares 79,401 $1.05M 0.02% -17,358 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,687 shares; 2024Q4: 22,290 shares; 2025Q1: 21,949 shares; 2025Q2: 22,221 shares; 2025Q3: 23,134 shares; 2025Q4: 23,976 shares 23,976 $1.05M 0.02% +842 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 3,866 shares; 2025Q1: 3,757 shares; 2025Q2: 3,646 shares; 2025Q3: 3,762 shares; 2025Q4: 3,215 shares 3,215 $1.04M 0.01% -547 Timeline PJUL 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: 32,796 shares; 2024Q4: 29,906 shares; 2025Q1: 29,906 shares; 2025Q2: 27,739 shares; 2025Q3: 23,120 shares; 2025Q4: 22,360 shares 22,360 $1.04M 0.01% -760 Timeline GCOW 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: 12,103 shares; 2024Q4: 11,687 shares; 2025Q1: 12,224 shares; 2025Q2: 11,082 shares; 2025Q3: 10,807 shares; 2025Q4: 25,123 shares 25,123 $1.04M 0.01% +14,316 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,889 shares; 2024Q4: 9,986 shares; 2025Q1: 9,204 shares; 2025Q2: 9,269 shares; 2025Q3: 9,546 shares; 2025Q4: 8,216 shares 8,216 $1.03M 0.01% -1,330 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,537 shares; 2024Q4: 15,251 shares; 2025Q1: 14,733 shares; 2025Q2: 13,175 shares; 2025Q3: 13,880 shares; 2025Q4: 13,802 shares 13,802 $1.03M 0.01% -78 Timeline DIVI 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: 22,520 shares; 2025Q4: 26,492 shares 26,492 $1.03M 0.01% +3,972 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: 3,373 shares; 2024Q4: 3,376 shares; 2025Q1: 3,236 shares; 2025Q2: 3,199 shares; 2025Q3: 3,323 shares; 2025Q4: 9,974 shares 9,974 $1.02M 0.01% +6,651 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,574 shares 15,574 $1.02M 0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,305 shares; 2024Q4: 12,467 shares; 2025Q1: 15,094 shares; 2025Q2: 14,460 shares; 2025Q3: 14,055 shares; 2025Q4: 12,732 shares 12,732 $1.02M 0.01% -1,323 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,693 shares; 2024Q4: not reported; 2025Q1: 41,471 shares; 2025Q2: 73,693 shares; 2025Q3: 76,034 shares; 2025Q4: 79,966 shares 79,966 $1.01M 0.01% +3,932 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 4,896 shares; 2025Q1: 5,410 shares; 2025Q2: 5,547 shares; 2025Q3: 9,684 shares; 2025Q4: 10,141 shares 10,141 $1.01M 0.01% +457 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,712 shares; 2024Q4: 28,081 shares; 2025Q1: 27,353 shares; 2025Q2: 27,210 shares; 2025Q3: 28,584 shares; 2025Q4: 28,721 shares 28,721 $1.01M 0.01% +137 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,072 shares 18,072 $1M 0.01% new Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,575 shares; 2025Q4: 25,393 shares 25,393 $1M 0.01% +5,818 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,039 shares; 2024Q4: 24,840 shares; 2025Q1: 24,453 shares; 2025Q2: 24,453 shares; 2025Q3: 23,258 shares; 2025Q4: 24,753 shares 24,753 $1M 0.01% +1,495 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: 13,809 shares; 2024Q4: 14,607 shares; 2025Q1: 12,170 shares; 2025Q2: 10,830 shares; 2025Q3: 10,532 shares; 2025Q4: 16,900 shares 16,900 $1M 0.01% +6,368 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,485 shares; 2025Q2: 42,485 shares; 2025Q3: 43,500 shares; 2025Q4: 39,366 shares 39,366 $999K 0.01% -4,134 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,808 shares; 2025Q4: 27,665 shares 27,665 $999K 0.01% +5,857 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,945 shares; 2025Q1: 4,231 shares; 2025Q2: 4,933 shares; 2025Q3: 3,072 shares; 2025Q4: 3,378 shares 3,378 $999K 0.01% +306 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 39,383 shares; 2025Q1: 41,876 shares; 2025Q2: 41,194 shares; 2025Q3: 40,857 shares; 2025Q4: 40,882 shares 40,882 $996K 0.01% +25 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 16,825 shares; 2025Q1: 17,919 shares; 2025Q2: 18,902 shares; 2025Q3: 19,064 shares; 2025Q4: 21,234 shares 21,234 $994K 0.01% +2,170 Timeline JHMU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,827 shares 37,827 $990K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 11,530 shares; 2025Q1: 11,256 shares; 2025Q2: 7,613 shares; 2025Q3: 7,749 shares; 2025Q4: 7,230 shares 7,230 $983K 0.01% -519 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: 35,121 shares; 2024Q4: 39,799 shares; 2025Q1: 189,766 shares; 2025Q2: 188,150 shares; 2025Q3: 20,942 shares; 2025Q4: 17,088 shares 17,088 $982K 0.01% -3,854 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,441 shares 45,441 $982K 0.01% new 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: not reported; 2024Q4: 645 shares; 2025Q1: 659 shares; 2025Q2: 665 shares; 2025Q3: 2,837 shares; 2025Q4: 2,774 shares 2,774 $979K 0.01% -63 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,444 shares; 2024Q4: 36,120 shares; 2025Q1: 13,618 shares; 2025Q2: 13,981 shares; 2025Q3: 13,435 shares; 2025Q4: 12,328 shares 12,328 $974K 0.01% -1,107 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,825 shares 14,825 $971K 0.01% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,976 shares; 2024Q4: 25,697 shares; 2025Q1: 25,550 shares; 2025Q2: 27,222 shares; 2025Q3: 25,277 shares; 2025Q4: 25,067 shares 25,067 $963K 0.01% -210 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,956 shares; 2024Q4: 42,631 shares; 2025Q1: 19,485 shares; 2025Q2: 16,975 shares; 2025Q3: 16,979 shares; 2025Q4: 16,981 shares 16,981 $958K 0.01% +2 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 9,293 shares; 2025Q1: 9,327 shares; 2025Q2: 11,705 shares; 2025Q3: 15,051 shares; 2025Q4: 16,581 shares 16,581 $957K 0.01% +1,530 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,161 shares 33,161 $957K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,461 shares; 2024Q4: 53,286 shares; 2025Q1: 54,141 shares; 2025Q2: 54,830 shares; 2025Q3: 31,774 shares; 2025Q4: 33,564 shares 33,564 $956K 0.01% +1,790 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,945 shares 25,945 $955K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,718 shares; 2024Q4: 25,562 shares; 2025Q1: 19,685 shares; 2025Q2: 18,331 shares; 2025Q3: 14,936 shares; 2025Q4: 15,898 shares 15,898 $953K 0.01% +962 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,806 shares; 2025Q1: 3,897 shares; 2025Q2: 4,105 shares; 2025Q3: 4,159 shares; 2025Q4: 3,069 shares 3,069 $952K 0.01% -1,090 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,601 shares; 2025Q3: 15,673 shares; 2025Q4: 16,668 shares 16,668 $948K 0.01% +995 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: 1,678 shares; 2024Q4: 1,335 shares; 2025Q1: 1,155 shares; 2025Q2: 1,030 shares; 2025Q3: 1,044 shares; 2025Q4: 1,046 shares 1,046 $948K 0.01% +2 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 60,407 shares; 2025Q1: 9,605 shares; 2025Q2: 5,250 shares; 2025Q3: 5,203 shares; 2025Q4: 5,197 shares 5,197 $946K 0.01% -6 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: 65,452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,151 shares 18,151 $945K 0.01% new Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,118 shares 46,118 $928K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,378 shares; 2025Q1: 5,837 shares; 2025Q2: 16,528 shares; 2025Q3: 4,055 shares; 2025Q4: 4,420 shares 4,420 $920K 0.01% +365 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: 8,969 shares; 2025Q1: 24,287 shares; 2025Q2: 30,629 shares; 2025Q3: 19,055 shares; 2025Q4: 24,488 shares 24,488 $916K 0.01% +5,433 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,379 shares; 2024Q4: 15,835 shares; 2025Q1: 14,681 shares; 2025Q2: 15,274 shares; 2025Q3: 17,157 shares; 2025Q4: 18,299 shares 18,299 $915K 0.01% +1,142 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,271 shares; 2024Q4: 11,790 shares; 2025Q1: 10,380 shares; 2025Q2: 26,650 shares; 2025Q3: 15,591 shares; 2025Q4: 25,064 shares 25,064 $909K 0.01% +9,473 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,740 shares; 2024Q4: 40,705 shares; 2025Q1: 40,705 shares; 2025Q2: 40,550 shares; 2025Q3: 39,450 shares; 2025Q4: 39,405 shares 39,405 $908K 0.01% -45 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,263 shares; 2025Q1: 3,710 shares; 2025Q2: 4,771 shares; 2025Q3: 4,716 shares; 2025Q4: 4,535 shares 4,535 $905K 0.01% -181 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 7,255 shares; 2025Q4: 12,628 shares 12,628 $904K 0.01% +5,373 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: 16,103 shares; 2024Q4: 10,700 shares; 2025Q1: 11,123 shares; 2025Q2: 8,870 shares; 2025Q3: 12,610 shares; 2025Q4: 12,616 shares 12,616 $901K 0.01% +6 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,194 shares; 2025Q4: 16,956 shares 16,956 $896K 0.01% +11,762 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,899 shares; 2024Q4: 8,941 shares; 2025Q1: 6,427 shares; 2025Q2: 6,384 shares; 2025Q3: 6,315 shares; 2025Q4: 6,339 shares 6,339 $895K 0.01% +24 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,254 shares; 2025Q1: 3,224 shares; 2025Q2: 3,227 shares; 2025Q3: 3,203 shares; 2025Q4: 3,096 shares 3,096 $894K 0.01% -107 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,188 shares; 2025Q3: not reported; 2025Q4: 24,419 shares 24,419 $880K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,576 shares; 2025Q1: 4,476 shares; 2025Q2: 4,343 shares; 2025Q3: 4,290 shares; 2025Q4: 4,334 shares 4,334 $880K 0.01% +44 Timeline DUHP 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: 89,750 shares; 2024Q4: 101,401 shares; 2025Q1: 128,655 shares; 2025Q2: 129,281 shares; 2025Q3: 35,389 shares; 2025Q4: 22,902 shares 22,902 $871K 0.01% -12,487 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: 18,462 shares; 2024Q4: 18,233 shares; 2025Q1: 18,136 shares; 2025Q2: 18,105 shares; 2025Q3: 18,105 shares; 2025Q4: 19,511 shares 19,511 $869K 0.01% +1,406 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: 5,085 shares; 2024Q4: 4,869 shares; 2025Q1: 4,494 shares; 2025Q2: 4,544 shares; 2025Q3: 4,236 shares; 2025Q4: 4,035 shares 4,035 $867K 0.01% -201 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 1,645 shares; 2025Q1: 1,593 shares; 2025Q2: 1,852 shares; 2025Q3: 1,903 shares; 2025Q4: 1,849 shares 1,849 $863K 0.01% -54 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 8,288 shares; 2025Q1: 8,206 shares; 2025Q2: 8,571 shares; 2025Q3: 8,348 shares; 2025Q4: 8,310 shares 8,310 $851K 0.01% -38 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,370 shares; 2025Q1: 5,115 shares; 2025Q2: 5,160 shares; 2025Q3: 5,416 shares; 2025Q4: 5,412 shares 5,412 $848K 0.01% -4 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,692 shares; 2024Q4: 19,482 shares; 2025Q1: 21,585 shares; 2025Q2: 94,097 shares; 2025Q3: 113,287 shares; 2025Q4: 21,667 shares 21,667 $832K 0.01% -91,620 Timeline DIVG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,446 shares 25,446 $831K 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: 7,275 shares; 2024Q4: 5,182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,748 shares 19,748 $830K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,826 shares; 2024Q4: 10,523 shares; 2025Q1: 9,094 shares; 2025Q2: 8,007 shares; 2025Q3: 8,780 shares; 2025Q4: 11,140 shares 11,140 $821K 0.01% +2,360 Timeline IGLD 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: 51,541 shares; 2024Q4: 52,428 shares; 2025Q1: 82,967 shares; 2025Q2: 41,694 shares; 2025Q3: 31,383 shares; 2025Q4: 32,743 shares 32,743 $819K 0.01% +1,360 Timeline AIRR 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: 2,808 shares; 2025Q4: 8,315 shares 8,315 $818K 0.01% +5,507 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,832 shares; 2025Q2: 3,913 shares; 2025Q3: 3,097 shares; 2025Q4: 4,130 shares 4,130 $814K 0.01% +1,033 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,028 shares; 2025Q1: 10,485 shares; 2025Q2: 2,000 shares; 2025Q3: 2,375 shares; 2025Q4: 2,358 shares 2,358 $813K 0.01% -17 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,337 shares; 2024Q4: 26,649 shares; 2025Q1: 26,765 shares; 2025Q2: 26,738 shares; 2025Q3: 27,059 shares; 2025Q4: 27,193 shares 27,193 $812K 0.01% +134 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 4,623 shares; 2025Q1: 4,584 shares; 2025Q2: 4,187 shares; 2025Q3: 4,389 shares; 2025Q4: 4,480 shares 4,480 $812K 0.01% +91 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,146 shares; 2024Q4: 10,107 shares; 2025Q1: 10,119 shares; 2025Q2: 10,128 shares; 2025Q3: 10,117 shares; 2025Q4: 8,555 shares 8,555 $811K 0.01% -1,562 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,551 shares; 2024Q4: 21,217 shares; 2025Q1: 19,160 shares; 2025Q2: 18,796 shares; 2025Q3: 19,344 shares; 2025Q4: 21,896 shares 21,896 $810K 0.01% +2,552 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 5,030 shares; 2025Q1: 5,875 shares; 2025Q2: 5,804 shares; 2025Q3: 7,184 shares; 2025Q4: 7,870 shares 7,870 $807K 0.01% +686 Timeline DYFI 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: 34,969 shares 34,969 $807K 0.01% new 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: 3,423 shares; 2024Q4: 3,685 shares; 2025Q1: 3,812 shares; 2025Q2: 3,397 shares; 2025Q3: 3,113 shares; 2025Q4: 4,706 shares 4,706 $802K 0.01% +1,593 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,928 shares; 2025Q3: 1,833 shares; 2025Q4: 2,897 shares 2,897 $798K 0.01% +1,064 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,132 shares; 2024Q4: 5,531 shares; 2025Q1: 6,608 shares; 2025Q2: 8,255 shares; 2025Q3: 9,443 shares; 2025Q4: 10,559 shares 10,559 $797K 0.01% +1,116 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,127 shares; 2025Q1: 2,049 shares; 2025Q2: 1,909 shares; 2025Q3: 2,049 shares; 2025Q4: 2,037 shares 2,037 $793K 0.01% -12 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 631 shares; 2025Q1: 1,111 shares; 2025Q2: 1,355 shares; 2025Q3: 1,239 shares; 2025Q4: 847 shares 847 $791K 0.01% -392 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,441 shares; 2025Q1: 2,767 shares; 2025Q2: 4,316 shares; 2025Q3: 3,492 shares; 2025Q4: 3,595 shares 3,595 $789K 0.01% +103 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 27,993 shares; 2025Q1: 26,885 shares; 2025Q2: 27,644 shares; 2025Q3: 32,202 shares; 2025Q4: 25,660 shares 25,660 $784K 0.01% -6,542 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: 15,197 shares; 2024Q4: 37,099 shares; 2025Q1: 30,057 shares; 2025Q2: 30,385 shares; 2025Q3: 26,633 shares; 2025Q4: 26,058 shares 26,058 $784K 0.01% -575 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,624 shares; 2024Q4: 10,269 shares; 2025Q1: 9,975 shares; 2025Q2: 9,935 shares; 2025Q3: 9,721 shares; 2025Q4: 9,534 shares 9,534 $782K 0.01% -187 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 90,000 shares; 2025Q4: 118,600 shares 118,600 $780K 0.01% +28,600 Timeline OUSA 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: 13,758 shares; 2024Q4: 13,798 shares; 2025Q1: 13,814 shares; 2025Q2: 13,430 shares; 2025Q3: 13,444 shares; 2025Q4: 13,459 shares 13,459 $777K 0.01% +15 Timeline MOAT 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: 7,314 shares; 2024Q4: 8,497 shares; 2025Q1: 5,279 shares; 2025Q2: 3,725 shares; 2025Q3: 5,216 shares; 2025Q4: 7,455 shares 7,455 $772K 0.01% +2,239 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,161 shares; 2024Q4: 31,030 shares; 2025Q1: 46,742 shares; 2025Q2: 17,577 shares; 2025Q3: 17,790 shares; 2025Q4: 21,062 shares 21,062 $771K 0.01% +3,272 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,912 shares; 2025Q3: 29,648 shares; 2025Q4: 125,393 shares 125,393 $771K 0.01% +95,745 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 5,833 shares; 2025Q1: 5,757 shares; 2025Q2: 5,775 shares; 2025Q3: 5,707 shares; 2025Q4: 5,978 shares 5,978 $771K 0.01% +271 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,182 shares; 2024Q4: 11,008 shares; 2025Q1: 10,423 shares; 2025Q2: 13,989 shares; 2025Q3: 47,372 shares; 2025Q4: 11,479 shares 11,479 $769K 0.01% -35,893 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,440 shares 17,440 $769K 0.01% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,733 shares; 2024Q4: 26,539 shares; 2025Q1: 24,243 shares; 2025Q2: 25,106 shares; 2025Q3: 31,467 shares; 2025Q4: 28,117 shares 28,117 $768K 0.01% -3,350 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,930 shares; 2025Q1: 1,718 shares; 2025Q2: 3,077 shares; 2025Q3: 2,971 shares; 2025Q4: 3,392 shares 3,392 $767K 0.01% +421 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,336 shares; 2024Q4: 16,391 shares; 2025Q1: 39,070 shares; 2025Q2: 39,018 shares; 2025Q3: 22,036 shares; 2025Q4: 18,823 shares 18,823 $766K 0.01% -3,213 Timeline HIDV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,843 shares; 2025Q1: 5,500 shares; 2025Q2: 5,526 shares; 2025Q3: 5,405 shares; 2025Q4: 9,403 shares 9,403 $758K 0.01% +3,998 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 32,236 shares; 2025Q2: 63,403 shares; 2025Q3: 63,457 shares; 2025Q4: 65,209 shares 65,209 $758K 0.01% +1,752 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 15,655 shares; 2025Q1: 16,945 shares; 2025Q2: 17,110 shares; 2025Q3: 16,132 shares; 2025Q4: 14,308 shares 14,308 $756K 0.01% -1,824 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.01% 0 Timeline GDE 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: 4,888 shares; 2025Q4: 12,225 shares 12,225 $753K 0.01% +7,337 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $753K 0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,358 shares; 2024Q4: 40,108 shares; 2025Q1: 40,423 shares; 2025Q2: 40,336 shares; 2025Q3: 39,651 shares; 2025Q4: 38,886 shares 38,886 $744K 0.01% -765 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 4,166 shares; 2025Q1: 4,169 shares; 2025Q2: 3,970 shares; 2025Q3: 4,023 shares; 2025Q4: 4,420 shares 4,420 $741K 0.01% +397 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,051 shares; 2024Q4: 14,000 shares; 2025Q1: 12,834 shares; 2025Q2: 10,304 shares; 2025Q3: 9,625 shares; 2025Q4: 12,247 shares 12,247 $739K 0.01% +2,622 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: 5,334 shares; 2025Q1: 6,422 shares; 2025Q2: 7,582 shares; 2025Q3: 45,468 shares; 2025Q4: 7,245 shares 7,245 $739K 0.01% -38,223 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,189 shares 39,189 $735K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 3,952 shares; 2025Q1: 3,842 shares; 2025Q2: 3,517 shares; 2025Q3: 19,306 shares; 2025Q4: 3,777 shares 3,777 $733K 0.01% -15,529 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,195 shares; 2025Q1: 3,035 shares; 2025Q2: 2,757 shares; 2025Q3: 2,689 shares; 2025Q4: 2,773 shares 2,773 $728K 0.01% +84 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 9,438 shares; 2025Q1: 9,963 shares; 2025Q2: 11,953 shares; 2025Q3: 16,449 shares; 2025Q4: 18,983 shares 18,983 $721K 0.01% +2,534 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 3,158 shares; 2025Q1: 3,155 shares; 2025Q2: 3,157 shares; 2025Q3: 3,281 shares; 2025Q4: 3,196 shares 3,196 $715K 0.01% -85 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 6,350 shares; 2025Q1: 5,985 shares; 2025Q2: 5,710 shares; 2025Q3: 5,813 shares; 2025Q4: 5,844 shares 5,844 $713K 0.01% +31 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,331 shares 12,331 $711K 0.01% new Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,021 shares; 2024Q4: 11,877 shares; 2025Q1: 12,316 shares; 2025Q2: 12,425 shares; 2025Q3: 12,210 shares; 2025Q4: 18,928 shares 18,928 $711K 0.01% +6,718 Timeline ACWV 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: 34,109 shares; 2024Q4: 6,459 shares; 2025Q1: 6,846 shares; 2025Q2: 49,731 shares; 2025Q3: 5,997 shares; 2025Q4: 5,975 shares 5,975 $710K 0.01% -22 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,392 shares; 2024Q4: 27,776 shares; 2025Q1: 18,358 shares; 2025Q2: 16,861 shares; 2025Q3: 11,733 shares; 2025Q4: 30,267 shares 30,267 $708K 0.01% +18,534 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 8,688 shares; 2025Q1: 6,896 shares; 2025Q2: 7,717 shares; 2025Q3: 9,339 shares; 2025Q4: 9,580 shares 9,580 $708K 0.01% +241 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,855 shares; 2025Q4: 2,923 shares 2,923 $707K 0.01% +68 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,499 shares; 2024Q4: 13,288 shares; 2025Q1: 10,945 shares; 2025Q2: 11,849 shares; 2025Q3: 12,778 shares; 2025Q4: 12,432 shares 12,432 $704K 0.01% -346 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,553 shares; 2024Q4: 6,375 shares; 2025Q1: 5,063 shares; 2025Q2: 2,364 shares; 2025Q3: 2,175 shares; 2025Q4: 6,163 shares 6,163 $702K 0.01% +3,988 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,067 shares 14,067 $701K 0.01% new Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS 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: 12,862 shares; 2025Q4: 20,398 shares 20,398 $698K 0.01% +7,536 Timeline BSCT 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: 10,009 shares; 2024Q4: 32,615 shares; 2025Q1: 32,958 shares; 2025Q2: 33,245 shares; 2025Q3: 35,629 shares; 2025Q4: 36,973 shares 36,973 $696K 0.01% +1,344 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,428 shares; 2025Q4: 21,111 shares 21,111 $695K 0.01% +9,683 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,496 shares; 2024Q4: 5,314 shares; 2025Q1: 8,362 shares; 2025Q2: 4,324 shares; 2025Q3: 4,848 shares; 2025Q4: 4,732 shares 4,732 $694K 0.01% -116 Timeline BSCS 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: 26,675 shares; 2024Q4: 29,827 shares; 2025Q1: 29,981 shares; 2025Q2: 29,957 shares; 2025Q3: 32,237 shares; 2025Q4: 33,504 shares 33,504 $690K 0.01% +1,267 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,930 shares; 2025Q2: 5,878 shares; 2025Q3: 5,581 shares; 2025Q4: 8,696 shares 8,696 $687K 0.01% +3,115 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 4,886 shares; 2025Q1: 4,911 shares; 2025Q2: 4,697 shares; 2025Q3: 4,545 shares; 2025Q4: 4,600 shares 4,600 $685K 0.01% +55 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,845 shares; 2025Q1: 2,857 shares; 2025Q2: 2,770 shares; 2025Q3: 3,706 shares; 2025Q4: 5,785 shares 5,785 $684K 0.01% +2,079 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,247 shares; 2025Q1: 6,372 shares; 2025Q2: 7,011 shares; 2025Q3: 6,985 shares; 2025Q4: 6,866 shares 6,866 $682K 0.01% -119 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 6,574 shares; 2025Q1: 6,049 shares; 2025Q2: not reported; 2025Q3: 23,197 shares; 2025Q4: 24,462 shares 24,462 $682K 0.01% +1,265 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,888 shares; 2025Q3: 17,013 shares; 2025Q4: 23,149 shares 23,149 $679K 0.01% +6,136 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,959 shares; 2024Q4: 13,261 shares; 2025Q1: 14,479 shares; 2025Q2: 14,597 shares; 2025Q3: 14,067 shares; 2025Q4: 14,292 shares 14,292 $677K 0.01% +225 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,804 shares; 2025Q1: 4,982 shares; 2025Q2: 4,961 shares; 2025Q3: 4,961 shares; 2025Q4: 4,964 shares 4,964 $675K 0.01% +3 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,337 shares; 2025Q1: 3,712 shares; 2025Q2: 3,656 shares; 2025Q3: 3,466 shares; 2025Q4: 3,365 shares 3,365 $666K 0.01% -101 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: 2,841 shares; 2024Q4: 3,980 shares; 2025Q1: 3,779 shares; 2025Q2: 3,754 shares; 2025Q3: 5,403 shares; 2025Q4: 6,670 shares 6,670 $666K 0.01% +1,267 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: not reported; 2025Q1: 1,102 shares; 2025Q2: 1,248 shares; 2025Q3: 1,222 shares; 2025Q4: 2,310 shares 2,310 $665K 0.01% +1,088 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,446 shares; 2025Q1: 6,623 shares; 2025Q2: 6,911 shares; 2025Q3: 7,323 shares; 2025Q4: 7,399 shares 7,399 $663K 0.01% +76 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,980 shares; 2024Q4: 14,956 shares; 2025Q1: 15,227 shares; 2025Q2: 15,140 shares; 2025Q3: 15,451 shares; 2025Q4: 13,440 shares 13,440 $659K 0.01% -2,011 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,445 shares; 2024Q4: 135,245 shares; 2025Q1: 175,095 shares; 2025Q2: 191,597 shares; 2025Q3: 193,043 shares; 2025Q4: 188,193 shares 188,193 $659K 0.01% -4,850 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,631 shares; 2025Q1: 58,471 shares; 2025Q2: 69,439 shares; 2025Q3: 32,067 shares; 2025Q4: 25,577 shares 25,577 $658K 0.01% -6,490 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,048 shares; 2024Q4: 192,186 shares; 2025Q1: 32,729 shares; 2025Q2: 34,060 shares; 2025Q3: 33,281 shares; 2025Q4: 31,500 shares 31,500 $658K 0.01% -1,781 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: 11,317 shares; 2024Q4: 10,340 shares; 2025Q1: 11,157 shares; 2025Q2: 11,599 shares; 2025Q3: 11,267 shares; 2025Q4: 10,622 shares 10,622 $656K 0.01% -645 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,099 shares; 2025Q1: 36,099 shares; 2025Q2: 35,099 shares; 2025Q3: 34,097 shares; 2025Q4: 33,097 shares 33,097 $651K 0.01% -1,000 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: 1,003 shares; 2024Q4: 1,006 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 980 shares; 2025Q4: 960 shares 960 $649K 0.01% -20 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,388 shares; 2024Q4: 266,398 shares; 2025Q1: 245,680 shares; 2025Q2: 246,860 shares; 2025Q3: 267,176 shares; 2025Q4: 248,314 shares 248,314 $648K 0.01% -18,862 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: not reported; 2025Q1: 14,210 shares; 2025Q2: 4,880 shares; 2025Q3: 4,297 shares; 2025Q4: 11,572 shares 11,572 $646K 0.01% +7,275 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: 1,793 shares; 2024Q4: 1,733 shares; 2025Q1: 1,891 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,156 shares 2,156 $643K 0.01% -50 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,673 shares; 2024Q4: 25,236 shares; 2025Q1: 25,267 shares; 2025Q2: 29,779 shares; 2025Q3: 32,295 shares; 2025Q4: 36,945 shares 36,945 $641K 0.01% +4,650 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 7,140 shares; 2025Q1: 6,644 shares; 2025Q2: 34,729 shares; 2025Q3: 42,560 shares; 2025Q4: 7,487 shares 7,487 $641K 0.01% -35,073 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 2,026 shares; 2025Q1: 2,141 shares; 2025Q2: 2,136 shares; 2025Q3: 2,954 shares; 2025Q4: 3,045 shares 3,045 $637K 0.01% +91 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,784 shares; 2025Q1: 5,958 shares; 2025Q2: 5,286 shares; 2025Q3: 5,363 shares; 2025Q4: 5,314 shares 5,314 $636K 0.01% -49 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: 9,245 shares; 2024Q4: 9,245 shares; 2025Q1: 9,245 shares; 2025Q2: 9,228 shares; 2025Q3: 9,228 shares; 2025Q4: 9,228 shares 9,228 $635K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,724 shares; 2025Q1: 1,751 shares; 2025Q2: 8,414 shares; 2025Q3: 8,403 shares; 2025Q4: 3,263 shares 3,263 $634K 0.01% -5,140 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,163 shares; 2025Q1: 2,620 shares; 2025Q2: 2,179 shares; 2025Q3: 1,984 shares; 2025Q4: 1,877 shares 1,877 $634K 0.01% -107 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,848 shares; 2024Q4: 4,348 shares; 2025Q1: 4,387 shares; 2025Q2: 4,391 shares; 2025Q3: 4,394 shares; 2025Q4: 4,463 shares 4,463 $630K 0.01% +69 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 8,860 shares; 2025Q1: 9,776 shares; 2025Q2: not reported; 2025Q3: 10,871 shares; 2025Q4: 26,426 shares 26,426 $629K 0.01% +15,555 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 1,002 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 780 shares; 2025Q4: 811 shares 811 $626K 0.01% +31 Timeline ILCV 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: 2,770 shares; 2025Q3: 2,779 shares; 2025Q4: 6,592 shares 6,592 $622K 0.01% +3,813 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,983 shares; 2025Q1: 2,821 shares; 2025Q2: 2,881 shares; 2025Q3: 3,072 shares; 2025Q4: 3,420 shares 3,420 $616K 0.01% +348 Timeline PXI 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: 17,727 shares; 2024Q4: 17,727 shares; 2025Q1: 15,677 shares; 2025Q2: 13,597 shares; 2025Q3: 13,597 shares; 2025Q4: 13,597 shares 13,597 $615K 0.01% 0 Timeline BSCR 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: 27,433 shares; 2024Q4: 29,897 shares; 2025Q1: 30,063 shares; 2025Q2: 30,131 shares; 2025Q3: 31,704 shares; 2025Q4: 30,896 shares 30,896 $610K 0.01% -808 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: 3,389 shares; 2024Q4: 3,296 shares; 2025Q1: 3,326 shares; 2025Q2: 3,241 shares; 2025Q3: 3,141 shares; 2025Q4: 2,948 shares 2,948 $608K 0.01% -193 Timeline FIW 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: 4,963 shares; 2024Q4: 5,061 shares; 2025Q1: 5,026 shares; 2025Q2: 5,035 shares; 2025Q3: 5,075 shares; 2025Q4: 5,591 shares 5,591 $607K 0.01% +516 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,241 shares; 2024Q4: 70,983 shares; 2025Q1: 66,788 shares; 2025Q2: 54,928 shares; 2025Q3: 3,621 shares; 2025Q4: 2,733 shares 2,733 $607K 0.01% -888 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,321 shares; 2024Q4: 2,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,812 shares; 2025Q4: 7,471 shares 7,471 $603K 0.01% +4,659 Timeline RSPN 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: 10,831 shares; 2024Q4: 11,049 shares; 2025Q1: 11,601 shares; 2025Q2: 11,601 shares; 2025Q3: 11,601 shares; 2025Q4: 10,647 shares 10,647 $603K 0.01% -954 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,975 shares; 2024Q4: 42,456 shares; 2025Q1: 37,329 shares; 2025Q2: 31,200 shares; 2025Q3: 27,650 shares; 2025Q4: 27,950 shares 27,950 $602K 0.01% +300 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,954 shares; 2024Q4: 34,683 shares; 2025Q1: 35,743 shares; 2025Q2: 36,743 shares; 2025Q3: 35,874 shares; 2025Q4: 35,874 shares 35,874 $602K 0.01% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,179 shares 10,179 $598K 0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,421 shares; 2025Q1: 3,411 shares; 2025Q2: 3,268 shares; 2025Q3: 3,290 shares; 2025Q4: 3,287 shares 3,287 $598K 0.01% -3 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,830 shares; 2024Q4: 24,141 shares; 2025Q1: 6,341 shares; 2025Q2: 6,004 shares; 2025Q3: 6,184 shares; 2025Q4: 5,511 shares 5,511 $590K 0.01% -673 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: 247,613 shares; 2024Q4: 13,671 shares; 2025Q1: 9,556 shares; 2025Q2: 9,165 shares; 2025Q3: 11,336 shares; 2025Q4: 11,003 shares 11,003 $590K 0.01% -333 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: 3,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,657 shares 16,657 $586K 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 9,618 shares; 2025Q1: 9,551 shares; 2025Q2: 9,057 shares; 2025Q3: 9,020 shares; 2025Q4: 8,923 shares 8,923 $580K 0.01% -97 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 6,563 shares; 2025Q1: 6,735 shares; 2025Q2: 5,193 shares; 2025Q3: 5,924 shares; 2025Q4: 6,066 shares 6,066 $578K 0.01% +142 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: 11,359 shares; 2025Q1: 11,962 shares; 2025Q2: 12,152 shares; 2025Q3: 14,679 shares; 2025Q4: 12,457 shares 12,457 $576K 0.01% -2,222 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 6,021 shares; 2025Q1: 5,416 shares; 2025Q2: 4,172 shares; 2025Q3: 4,182 shares; 2025Q4: 4,348 shares 4,348 $576K 0.01% +166 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,667 shares; 2025Q1: 2,412 shares; 2025Q2: 2,486 shares; 2025Q3: 4,404 shares; 2025Q4: 4,439 shares 4,439 $573K 0.01% +35 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,520 shares; 2024Q4: 6,041 shares; 2025Q1: 4,290 shares; 2025Q2: 69,583 shares; 2025Q3: 69,720 shares; 2025Q4: 5,098 shares 5,098 $571K 0.01% -64,622 Timeline IWV 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: 11,195 shares; 2024Q4: 1,574 shares; 2025Q1: 1,575 shares; 2025Q2: 1,451 shares; 2025Q3: 1,450 shares; 2025Q4: 1,474 shares 1,474 $570K 0.01% +24 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 10,239 shares; 2025Q1: 6,328 shares; 2025Q2: 7,543 shares; 2025Q3: 8,039 shares; 2025Q4: 8,307 shares 8,307 $568K 0.01% +268 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 6,157 shares; 2025Q1: 6,259 shares; 2025Q2: 6,027 shares; 2025Q3: 7,315 shares; 2025Q4: 10,306 shares 10,306 $567K 0.01% +2,991 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: 11,900 shares; 2024Q4: 10,835 shares; 2025Q1: 10,308 shares; 2025Q2: 51,590 shares; 2025Q3: 10,337 shares; 2025Q4: 10,370 shares 10,370 $566K 0.01% +33 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,261 shares; 2025Q1: 4,456 shares; 2025Q2: 2,353 shares; 2025Q3: 2,741 shares; 2025Q4: 2,753 shares 2,753 $566K 0.01% +12 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,474 shares; 2024Q4: 14,139 shares; 2025Q1: 15,751 shares; 2025Q2: 21,238 shares; 2025Q3: 24,059 shares; 2025Q4: 31,193 shares 31,193 $562K 0.01% +7,134 Timeline WEN WENDYS CO More: the full row for WENDYS 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: 24,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,338 shares 67,338 $561K 0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,839 shares; 2024Q4: 17,545 shares; 2025Q1: 17,573 shares; 2025Q2: 15,111 shares; 2025Q3: 25,903 shares; 2025Q4: 30,932 shares 30,932 $559K 0.01% +5,029 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,086 shares 34,086 $559K 0.01% new Timeline BUFQ 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: 29,944 shares; 2024Q4: 21,123 shares; 2025Q1: 18,607 shares; 2025Q2: 68,588 shares; 2025Q3: 16,011 shares; 2025Q4: 15,585 shares 15,585 $559K 0.01% -426 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,865 shares; 2024Q4: 7,614 shares; 2025Q1: 7,333 shares; 2025Q2: 7,146 shares; 2025Q3: 7,051 shares; 2025Q4: 6,409 shares 6,409 $557K 0.01% -642 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: 3,650 shares; 2024Q4: 3,944 shares; 2025Q1: 3,909 shares; 2025Q2: 3,925 shares; 2025Q3: 3,822 shares; 2025Q4: 4,179 shares 4,179 $554K 0.01% +357 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 6,244 shares; 2025Q1: 6,218 shares; 2025Q2: 6,431 shares; 2025Q3: 6,972 shares; 2025Q4: 8,220 shares 8,220 $552K 0.01% +1,248 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 13,383 shares; 2025Q1: 13,134 shares; 2025Q2: 12,420 shares; 2025Q3: 12,883 shares; 2025Q4: 13,643 shares 13,643 $548K 0.01% +760 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,543 shares; 2024Q4: 32,084 shares; 2025Q1: 3,246 shares; 2025Q2: 3,381 shares; 2025Q3: 3,201 shares; 2025Q4: 3,235 shares 3,235 $546K 0.01% +34 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,387 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,375 shares 8,375 $545K 0.01% new Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,819 shares; 2025Q3: 33,913 shares; 2025Q4: 13,725 shares 13,725 $544K 0.01% -20,188 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,842 shares; 2024Q4: 11,549 shares; 2025Q1: 10,667 shares; 2025Q2: 11,700 shares; 2025Q3: 20,034 shares; 2025Q4: 19,938 shares 19,938 $540K 0.01% -96 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 7,015 shares; 2025Q1: 3,380 shares; 2025Q2: 3,436 shares; 2025Q3: 3,369 shares; 2025Q4: 3,307 shares 3,307 $539K 0.01% -62 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,102 shares 28,102 $539K 0.01% new 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: 4,755 shares; 2024Q4: 4,728 shares; 2025Q1: 4,728 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares 4,728 $538K 0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,459 shares; 2024Q4: 21,941 shares; 2025Q1: 28,116 shares; 2025Q2: 26,369 shares; 2025Q3: 21,587 shares; 2025Q4: 24,042 shares 24,042 $538K 0.01% +2,455 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 3,615 shares; 2025Q1: 2,721 shares; 2025Q2: 2,840 shares; 2025Q3: 2,914 shares; 2025Q4: 2,845 shares 2,845 $535K 0.01% -69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,264 shares 37,264 $534K 0.01% new Timeline PID 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: 25,867 shares; 2024Q4: 24,845 shares; 2025Q1: 24,691 shares; 2025Q2: 24,685 shares; 2025Q3: 24,990 shares; 2025Q4: 24,186 shares 24,186 $532K 0.01% -804 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,509 shares 15,509 $532K 0.01% new 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: 7,519 shares; 2024Q4: not reported; 2025Q1: 30,965 shares; 2025Q2: 3,524 shares; 2025Q3: not reported; 2025Q4: 6,660 shares 6,660 $530K 0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 3,825 shares; 2025Q1: 3,942 shares; 2025Q2: 3,918 shares; 2025Q3: 3,849 shares; 2025Q4: 3,885 shares 3,885 $527K 0.01% +36 Timeline PAUG 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: 31,057 shares; 2024Q4: 26,459 shares; 2025Q1: 24,891 shares; 2025Q2: 22,524 shares; 2025Q3: 13,773 shares; 2025Q4: 12,166 shares 12,166 $526K 0.01% -1,607 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,174 shares; 2025Q1: 89,188 shares; 2025Q2: 89,355 shares; 2025Q3: 4,975 shares; 2025Q4: 4,485 shares 4,485 $526K 0.01% -490 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,384 shares; 2024Q4: 23,636 shares; 2025Q1: 23,619 shares; 2025Q2: 23,477 shares; 2025Q3: 23,014 shares; 2025Q4: 21,802 shares 21,802 $526K 0.01% -1,212 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: 13,002 shares; 2024Q4: 12,302 shares; 2025Q1: 12,298 shares; 2025Q2: 12,298 shares; 2025Q3: 9,521 shares; 2025Q4: 9,906 shares 9,906 $525K 0.01% +385 Timeline IUS 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: 117,897 shares; 2024Q4: 117,355 shares; 2025Q1: 114,973 shares; 2025Q2: 115,203 shares; 2025Q3: 9,458 shares; 2025Q4: 9,174 shares 9,174 $524K 0.01% -284 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,207 shares; 2024Q4: 16,914 shares; 2025Q1: 15,931 shares; 2025Q2: 11,964 shares; 2025Q3: 11,281 shares; 2025Q4: 10,265 shares 10,265 $523K 0.01% -1,016 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,403 shares 6,403 $523K 0.01% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,751 shares; 2024Q4: 86,921 shares; 2025Q1: 12,984 shares; 2025Q2: 12,294 shares; 2025Q3: 12,024 shares; 2025Q4: 10,964 shares 10,964 $522K 0.01% -1,060 Timeline FELC 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: 16,003 shares; 2024Q4: 15,010 shares; 2025Q1: 15,171 shares; 2025Q2: 15,283 shares; 2025Q3: 13,328 shares; 2025Q4: 13,636 shares 13,636 $520K 0.01% +308 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: 4,504 shares; 2024Q4: 4,504 shares; 2025Q1: 5,229 shares; 2025Q2: 5,892 shares; 2025Q3: 7,669 shares; 2025Q4: 8,083 shares 8,083 $520K 0.01% +414 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,471 shares; 2024Q4: 23,376 shares; 2025Q1: 19,788 shares; 2025Q2: 20,054 shares; 2025Q3: 16,579 shares; 2025Q4: 17,973 shares 17,973 $518K 0.01% +1,394 Timeline VPU 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: 1,396 shares; 2025Q2: 1,437 shares; 2025Q3: 2,784 shares; 2025Q4: 2,786 shares 2,786 $516K 0.01% +2 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,509 shares; 2025Q1: 3,009 shares; 2025Q2: 3,740 shares; 2025Q3: 2,703 shares; 2025Q4: 2,291 shares 2,291 $515K 0.01% -412 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: 20,191 shares; 2024Q4: 21,718 shares; 2025Q1: 22,213 shares; 2025Q2: 22,217 shares; 2025Q3: 22,217 shares; 2025Q4: 22,217 shares 22,217 $513K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,783 shares; 2025Q4: 22,901 shares 22,901 $512K 0.01% +2,118 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 5,779 shares; 2025Q1: 5,701 shares; 2025Q2: 6,210 shares; 2025Q3: 6,466 shares; 2025Q4: 6,458 shares 6,458 $510K 0.01% -8 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 9,464 shares; 2025Q1: 9,529 shares; 2025Q2: 9,584 shares; 2025Q3: 9,515 shares; 2025Q4: 9,720 shares 9,720 $509K 0.01% +205 Timeline GARP 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: 22,083 shares; 2025Q1: 9,069 shares; 2025Q2: 8,836 shares; 2025Q3: 7,819 shares; 2025Q4: 7,447 shares 7,447 $507K 0.01% -372 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,745 shares 7,745 $507K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 2,694 shares; 2025Q3: 3,135 shares; 2025Q4: 3,740 shares 3,740 $505K 0.01% +605 Timeline ALTY GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,917 shares; 2025Q4: 42,159 shares 42,159 $503K 0.01% +11,242 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: 16,628 shares; 2024Q4: 13,937 shares; 2025Q1: 4,925 shares; 2025Q2: 4,650 shares; 2025Q3: 4,860 shares; 2025Q4: 6,136 shares 6,136 $499K 0.01% +1,276 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,073 shares; 2025Q4: 9,681 shares 9,681 $491K 0.01% -392 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,524 shares; 2025Q1: 2,399 shares; 2025Q2: 2,420 shares; 2025Q3: 2,450 shares; 2025Q4: 2,506 shares 2,506 $489K 0.01% +56 Timeline PIE 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: 28,917 shares; 2024Q4: 28,666 shares; 2025Q1: 28,144 shares; 2025Q2: 27,966 shares; 2025Q3: 27,572 shares; 2025Q4: 20,610 shares 20,610 $487K 0.01% -6,962 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 4,864 shares; 2025Q1: 6,139 shares; 2025Q2: 6,101 shares; 2025Q3: 4,593 shares; 2025Q4: 4,563 shares 4,563 $487K 0.01% -30 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,219 shares 21,219 $485K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 4,030 shares; 2025Q1: 3,929 shares; 2025Q2: 4,434 shares; 2025Q3: 4,450 shares; 2025Q4: 4,415 shares 4,415 $483K 0.01% -35 Timeline ALNT ALLIENT INC More: the full row for ALLIENT 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: 8,993 shares 8,993 $483K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,791 shares 2,791 $481K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 3,444 shares; 2025Q1: 2,718 shares; 2025Q2: 2,756 shares; 2025Q3: 3,142 shares; 2025Q4: 3,318 shares 3,318 $480K 0.01% +176 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 143 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 147 shares; 2025Q4: 142 shares 142 $480K 0.01% -5 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 869 shares; 2025Q3: 929 shares; 2025Q4: 710 shares 710 $478K 0.01% -219 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: 5,466 shares; 2024Q4: 5,643 shares; 2025Q1: 5,604 shares; 2025Q2: 5,543 shares; 2025Q3: 5,411 shares; 2025Q4: 4,708 shares 4,708 $475K 0.01% -703 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: not reported; 2025Q1: 69,798 shares; 2025Q2: 72,219 shares; 2025Q3: 6,001 shares; 2025Q4: 3,272 shares 3,272 $471K 0.01% -2,729 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,556 shares; 2025Q1: not reported; 2025Q2: 4,985 shares; 2025Q3: 8,968 shares; 2025Q4: 9,265 shares 9,265 $471K 0.01% +297 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: 3,470 shares; 2025Q1: not reported; 2025Q2: 3,569 shares; 2025Q3: 3,909 shares; 2025Q4: 6,458 shares 6,458 $468K 0.01% +2,549 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: 21,450 shares; 2024Q4: 13,959 shares; 2025Q1: 13,124 shares; 2025Q2: 11,233 shares; 2025Q3: 11,578 shares; 2025Q4: 11,269 shares 11,269 $463K 0.01% -309 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: not reported; 2024Q4: 28,937 shares; 2025Q1: 32,907 shares; 2025Q2: 36,417 shares; 2025Q3: 33,362 shares; 2025Q4: 26,719 shares 26,719 $463K 0.01% -6,643 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,145 shares; 2025Q1: 2,197 shares; 2025Q2: 2,190 shares; 2025Q3: 2,132 shares; 2025Q4: 2,031 shares 2,031 $463K 0.01% -101 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 767 shares; 2025Q4: 1,509 shares 1,509 $462K 0.01% +742 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: 10,790 shares; 2024Q4: 11,298 shares; 2025Q1: 11,029 shares; 2025Q2: 11,449 shares; 2025Q3: 6,432 shares; 2025Q4: 6,823 shares 6,823 $462K 0.01% +391 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,550 shares; 2024Q4: 20,550 shares; 2025Q1: 20,550 shares; 2025Q2: 19,650 shares; 2025Q3: 19,650 shares; 2025Q4: 18,250 shares 18,250 $460K 0.01% -1,400 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,482 shares; 2025Q1: 4,653 shares; 2025Q2: 4,413 shares; 2025Q3: 20,798 shares; 2025Q4: 3,319 shares 3,319 $458K 0.01% -17,479 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,997 shares; 2025Q3: 12,982 shares; 2025Q4: 12,902 shares 12,902 $455K 0.01% -80 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 3,857 shares; 2025Q1: 2,414 shares; 2025Q2: 3,003 shares; 2025Q3: 3,286 shares; 2025Q4: 2,943 shares 2,943 $455K 0.01% -343 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 12,686 shares; 2025Q1: 10,104 shares; 2025Q2: 8,651 shares; 2025Q3: 8,654 shares; 2025Q4: 7,537 shares 7,537 $455K 0.01% -1,117 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,738 shares 16,738 $454K 0.01% new Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,190 shares; 2024Q4: 12,002 shares; 2025Q1: 13,871 shares; 2025Q2: 13,871 shares; 2025Q3: 14,184 shares; 2025Q4: 15,555 shares 15,555 $452K 0.01% +1,371 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,647 shares; 2025Q1: 5,895 shares; 2025Q2: 8,837 shares; 2025Q3: 7,422 shares; 2025Q4: 8,964 shares 8,964 $450K 0.01% +1,542 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,414 shares; 2025Q1: 1,418 shares; 2025Q2: 1,413 shares; 2025Q3: 1,417 shares; 2025Q4: 1,451 shares 1,451 $448K 0.01% +34 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,026 shares; 2024Q4: 7,360 shares; 2025Q1: 6,728 shares; 2025Q2: 6,212 shares; 2025Q3: 4,538 shares; 2025Q4: 5,577 shares 5,577 $448K 0.01% +1,039 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: 5,122 shares; 2024Q4: 4,567 shares; 2025Q1: 4,366 shares; 2025Q2: 3,141 shares; 2025Q3: 2,897 shares; 2025Q4: 2,505 shares 2,505 $447K 0.01% -392 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,043 shares 10,043 $447K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 7,362 shares; 2025Q1: not reported; 2025Q2: 9,297 shares; 2025Q3: 8,159 shares; 2025Q4: 9,953 shares 9,953 $447K 0.01% +1,794 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,939 shares; 2025Q1: 622 shares; 2025Q2: 595 shares; 2025Q3: 619 shares; 2025Q4: 551 shares 551 $446K 0.01% -68 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,878 shares; 2025Q1: 5,727 shares; 2025Q2: 4,777 shares; 2025Q3: 5,092 shares; 2025Q4: 5,061 shares 5,061 $446K 0.01% -31 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,574 shares; 2025Q4: 9,064 shares 9,064 $444K 0.01% +1,490 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,862 shares 30,862 $443K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,986 shares; 2024Q4: 85,757 shares; 2025Q1: 81,107 shares; 2025Q2: 72,941 shares; 2025Q3: 54,335 shares; 2025Q4: 39,417 shares 39,417 $443K 0.01% -14,918 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,846 shares 3,846 $442K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,804 shares; 2025Q1: 3,656 shares; 2025Q2: 36,643 shares; 2025Q3: 8,918 shares; 2025Q4: 4,982 shares 4,982 $439K 0.01% -3,936 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,196 shares; 2025Q2: 3,878 shares; 2025Q3: 4,117 shares; 2025Q4: 3,439 shares 3,439 $439K 0.01% -678 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 4,250 shares; 2025Q1: 3,790 shares; 2025Q2: 18,007 shares; 2025Q3: 11,370 shares; 2025Q4: 10,106 shares 10,106 $438K 0.01% -1,264 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,563 shares; 2024Q4: 99,993 shares; 2025Q1: 95,421 shares; 2025Q2: 93,456 shares; 2025Q3: 95,720 shares; 2025Q4: 17,445 shares 17,445 $438K 0.01% -78,275 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: 29,662 shares; 2024Q4: 28,827 shares; 2025Q1: 27,776 shares; 2025Q2: 27,442 shares; 2025Q3: 8,632 shares; 2025Q4: 7,821 shares 7,821 $437K 0.01% -811 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,154 shares; 2024Q4: 11,154 shares; 2025Q1: 12,471 shares; 2025Q2: 12,041 shares; 2025Q3: 12,179 shares; 2025Q4: 12,106 shares 12,106 $435K 0.01% -73 Timeline VOOG 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: 2,437 shares; 2024Q4: 2,339 shares; 2025Q1: 959 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares 976 $434K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 1,039 shares; 2025Q2: 1,037 shares; 2025Q3: 1,056 shares; 2025Q4: 1,095 shares 1,095 $431K 0.01% +39 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares 1,726 $431K 0.01% 0 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: 7,102 shares; 2024Q4: 7,638 shares; 2025Q1: 7,227 shares; 2025Q2: 8,247 shares; 2025Q3: 4,911 shares; 2025Q4: 4,928 shares 4,928 $430K 0.01% +17 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 4,938 shares; 2025Q1: 5,309 shares; 2025Q2: 5,538 shares; 2025Q3: 4,835 shares; 2025Q4: 5,378 shares 5,378 $430K 0.01% +543 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,568 shares 4,568 $429K 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,877 shares; 2024Q4: 16,407 shares; 2025Q1: 15,568 shares; 2025Q2: 20,687 shares; 2025Q3: 21,255 shares; 2025Q4: 20,626 shares 20,626 $426K 0.01% -629 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,891 shares; 2025Q1: 1,966 shares; 2025Q2: 2,119 shares; 2025Q3: 2,094 shares; 2025Q4: 2,282 shares 2,282 $423K 0.01% +188 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 5,642 shares; 2025Q1: 5,261 shares; 2025Q2: 5,070 shares; 2025Q3: 5,103 shares; 2025Q4: 5,095 shares 5,095 $423K 0.01% -8 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,661 shares; 2025Q1: 2,494 shares; 2025Q2: 2,482 shares; 2025Q3: 2,490 shares; 2025Q4: 2,586 shares 2,586 $422K 0.01% +96 Timeline COMT 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: 18,947 shares; 2024Q4: 19,590 shares; 2025Q1: 17,922 shares; 2025Q2: 17,313 shares; 2025Q3: 17,494 shares; 2025Q4: 16,880 shares 16,880 $420K 0.01% -614 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,756 shares; 2025Q4: 15,467 shares 15,467 $420K 0.01% +711 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,327 shares; 2024Q4: 15,951 shares; 2025Q1: 19,455 shares; 2025Q2: 23,057 shares; 2025Q3: 28,748 shares; 2025Q4: 12,098 shares 12,098 $419K 0.01% -16,650 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: 55,725 shares; 2024Q4: 4,974 shares; 2025Q1: 4,838 shares; 2025Q2: 35,704 shares; 2025Q3: 5,076 shares; 2025Q4: 5,393 shares 5,393 $418K 0.01% +317 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,620 shares; 2025Q4: 8,927 shares 8,927 $418K 0.01% -693 Timeline BTCI 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: 9,453 shares 9,453 $416K 0.01% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,020 shares; 2024Q4: 77,401 shares; 2025Q1: 79,113 shares; 2025Q2: 81,758 shares; 2025Q3: 8,402 shares; 2025Q4: 8,224 shares 8,224 $416K 0.01% -178 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: 1,785 shares; 2024Q4: 1,860 shares; 2025Q1: 1,900 shares; 2025Q2: 1,911 shares; 2025Q3: 2,152 shares; 2025Q4: 2,064 shares 2,064 $416K 0.01% -88 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,421 shares; 2025Q1: 1,611 shares; 2025Q2: 1,918 shares; 2025Q3: 1,579 shares; 2025Q4: 1,487 shares 1,487 $415K 0.01% -92 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: 6,422 shares; 2025Q3: 5,440 shares; 2025Q4: 4,953 shares 4,953 $415K 0.01% -487 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,838 shares; 2025Q2: 15,202 shares; 2025Q3: 16,113 shares; 2025Q4: 17,255 shares 17,255 $414K 0.01% +1,142 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,680 shares; 2024Q4: 10,427 shares; 2025Q1: 11,170 shares; 2025Q2: 11,170 shares; 2025Q3: 8,847 shares; 2025Q4: 9,162 shares 9,162 $414K 0.01% +315 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,819 shares; 2024Q4: 12,292 shares; 2025Q1: 12,322 shares; 2025Q2: 12,473 shares; 2025Q3: 194,391 shares; 2025Q4: 12,632 shares 12,632 $413K 0.01% -181,759 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM 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: 3,550 shares 3,550 $408K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 563 shares; 2025Q1: 722 shares; 2025Q2: 751 shares; 2025Q3: 903 shares; 2025Q4: 865 shares 865 $406K 0.01% -38 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,876 shares; 2025Q1: 3,769 shares; 2025Q2: 4,138 shares; 2025Q3: not reported; 2025Q4: 6,751 shares 6,751 $405K 0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 5,072 shares; 2025Q1: 3,798 shares; 2025Q2: 3,911 shares; 2025Q3: 4,001 shares; 2025Q4: 3,890 shares 3,890 $405K 0.01% -111 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,442 shares; 2025Q2: 4,906 shares; 2025Q3: 6,456 shares; 2025Q4: 7,682 shares 7,682 $404K 0.01% +1,226 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 223 shares; 2025Q1: 471 shares; 2025Q2: 3,563 shares; 2025Q3: 4,028 shares; 2025Q4: 4,418 shares 4,418 $403K 0.01% +390 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares 1,775 $402K 0.01% new Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,765 shares; 2025Q3: 6,810 shares; 2025Q4: 6,810 shares 6,810 $401K 0.01% 0 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 16,181 shares; 2025Q1: 14,711 shares; 2025Q2: 8,116 shares; 2025Q3: 7,328 shares; 2025Q4: 7,925 shares 7,925 $398K 0.01% +597 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,764 shares; 2024Q4: 101,398 shares; 2025Q1: 104,396 shares; 2025Q2: 107,559 shares; 2025Q3: 99,640 shares; 2025Q4: 81,789 shares 81,789 $397K 0.01% -17,851 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 4,562 shares; 2025Q1: 4,718 shares; 2025Q2: not reported; 2025Q3: 7,799 shares; 2025Q4: 7,758 shares 7,758 $397K 0.01% -41 Timeline DYNB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,965 shares 9,965 $396K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,822 shares; 2025Q1: 2,505 shares; 2025Q2: 1,318 shares; 2025Q3: 1,200 shares; 2025Q4: 1,267 shares 1,267 $396K 0.01% +67 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,616 shares; 2025Q1: 2,425 shares; 2025Q2: 2,376 shares; 2025Q3: 2,289 shares; 2025Q4: 2,784 shares 2,784 $396K 0.01% +495 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,365 shares; 2024Q4: 168,607 shares; 2025Q1: 236,822 shares; 2025Q2: 182,749 shares; 2025Q3: 197,915 shares; 2025Q4: 8,420 shares 8,420 $393K 0.01% -189,495 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,962 shares; 2024Q4: 6,932 shares; 2025Q1: 8,184 shares; 2025Q2: 4,710 shares; 2025Q3: 3,062 shares; 2025Q4: 1,917 shares 1,917 $393K 0.01% -1,145 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: 24,238 shares; 2024Q4: 24,111 shares; 2025Q1: 8,023 shares; 2025Q2: 8,030 shares; 2025Q3: 8,995 shares; 2025Q4: 9,505 shares 9,505 $393K 0.01% +510 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,233 shares; 2024Q4: 5,233 shares; 2025Q1: 4,733 shares; 2025Q2: 4,733 shares; 2025Q3: 4,733 shares; 2025Q4: 6,056 shares 6,056 $392K 0.01% +1,323 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,182 shares; 2025Q1: 7,423 shares; 2025Q2: 7,643 shares; 2025Q3: 8,553 shares; 2025Q4: 8,446 shares 8,446 $391K 0.01% -107 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: 4,184 shares; 2024Q4: 2,882 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,752 shares 2,752 $389K 0.01% new Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,545 shares 13,545 $385K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 3,860 shares; 2025Q1: 4,198 shares; 2025Q2: 3,723 shares; 2025Q3: 3,779 shares; 2025Q4: 3,665 shares 3,665 $385K 0.01% -114 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: 1,680 shares; 2024Q4: 1,726 shares; 2025Q1: 1,650 shares; 2025Q2: 1,506 shares; 2025Q3: 1,753 shares; 2025Q4: 1,792 shares 1,792 $384K 0.01% +39 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: not reported; 2024Q4: 4,118 shares; 2025Q1: 3,455 shares; 2025Q2: 3,592 shares; 2025Q3: 5,696 shares; 2025Q4: 5,668 shares 5,668 $382K 0.01% -28 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,684 shares; 2025Q4: 36,527 shares 36,527 $381K 0.01% +20,843 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 6,696 shares; 2025Q1: 6,496 shares; 2025Q2: 106,968 shares; 2025Q3: 7,165 shares; 2025Q4: 7,165 shares 7,165 $380K 0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,966 shares; 2025Q2: 20,126 shares; 2025Q3: 29,091 shares; 2025Q4: 29,354 shares 29,354 $379K 0.01% +263 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,846 shares; 2025Q3: 4,241 shares; 2025Q4: 3,873 shares 3,873 $377K 0.01% -368 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 782 shares; 2025Q1: 888 shares; 2025Q2: 776 shares; 2025Q3: 804 shares; 2025Q4: 736 shares 736 $376K 0.01% -68 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,090 shares; 2025Q1: 1,255 shares; 2025Q2: 1,415 shares; 2025Q3: 1,427 shares; 2025Q4: 1,447 shares 1,447 $376K 0.01% +20 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,773 shares; 2025Q1: 2,718 shares; 2025Q2: 42,711 shares; 2025Q3: 2,665 shares; 2025Q4: 2,799 shares 2,799 $374K 0.01% +134 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 2,495 shares; 2025Q1: 2,474 shares; 2025Q2: 2,001 shares; 2025Q3: 2,051 shares; 2025Q4: 2,066 shares 2,066 $373K 0.01% +15 Timeline BSCU 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: 13,460 shares; 2024Q4: 12,237 shares; 2025Q1: 13,071 shares; 2025Q2: 14,112 shares; 2025Q3: 16,465 shares; 2025Q4: 22,025 shares 22,025 $373K 0.01% +5,560 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,465 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,008 shares; 2025Q3: 29,521 shares; 2025Q4: 15,776 shares 15,776 $372K 0.01% -13,745 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 1,739 shares; 2025Q1: 1,708 shares; 2025Q2: 1,716 shares; 2025Q3: 1,719 shares; 2025Q4: 1,710 shares 1,710 $371K 0.01% -9 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,371 shares; 2025Q1: 4,369 shares; 2025Q2: 3,477 shares; 2025Q3: 3,302 shares; 2025Q4: 3,554 shares 3,554 $370K 0.01% +252 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 7,473 shares; 2025Q1: 7,473 shares; 2025Q2: 7,473 shares; 2025Q3: 7,473 shares; 2025Q4: 7,473 shares 7,473 $369K 0.01% 0 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,480 shares; 2025Q4: 7,449 shares 7,449 $368K 0.01% +2,969 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,645 shares; 2025Q1: 1,454 shares; 2025Q2: 1,393 shares; 2025Q3: 2,189 shares; 2025Q4: 1,769 shares 1,769 $368K 0.01% -420 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: 319,371 shares; 2024Q4: 252,064 shares; 2025Q1: 346,281 shares; 2025Q2: 309,815 shares; 2025Q3: 105,133 shares; 2025Q4: 48,835 shares 48,835 $367K 0.01% -56,298 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: 863 shares; 2024Q4: 982 shares; 2025Q1: 1,879 shares; 2025Q2: 1,490 shares; 2025Q3: 1,447 shares; 2025Q4: 1,418 shares 1,418 $367K 0.01% -29 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 1,067 shares; 2025Q1: 1,068 shares; 2025Q2: 1,055 shares; 2025Q3: 1,191 shares; 2025Q4: 1,128 shares 1,128 $365K 0.01% -63 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,295 shares 7,295 $364K 0.01% new Timeline EVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,234 shares; 2025Q1: 4,917 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,150 shares 7,150 $364K 0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 4,306 shares; 2025Q1: 4,265 shares; 2025Q2: 4,521 shares; 2025Q3: 4,275 shares; 2025Q4: 4,337 shares 4,337 $364K 0.01% +62 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER 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: 12,825 shares 12,825 $363K 0.01% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,261 shares; 2025Q3: 2,321 shares; 2025Q4: 2,071 shares 2,071 $360K 0.01% -250 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,083 shares; 2024Q4: 21,061 shares; 2025Q1: 12,182 shares; 2025Q2: 12,182 shares; 2025Q3: 11,788 shares; 2025Q4: 11,790 shares 11,790 $358K 0.01% +2 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,827 shares 2,827 $358K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,756 shares; 2025Q2: 5,347 shares; 2025Q3: 2,571 shares; 2025Q4: 1,744 shares 1,744 $357K 0.01% -827 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 406 shares; 2025Q2: 621 shares; 2025Q3: 890 shares; 2025Q4: 622 shares 622 $353K 0.01% -268 Timeline FV 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: 10,194 shares; 2024Q4: 8,710 shares; 2025Q1: 7,560 shares; 2025Q2: 6,376 shares; 2025Q3: 5,545 shares; 2025Q4: 5,611 shares 5,611 $353K 0.01% +66 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 4,053 shares; 2025Q1: 3,332 shares; 2025Q2: 2,777 shares; 2025Q3: 2,753 shares; 2025Q4: 2,669 shares 2,669 $348K 0.01% -84 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,410 shares; 2025Q1: 5,155 shares; 2025Q2: 41,575 shares; 2025Q3: 6,174 shares; 2025Q4: 5,938 shares 5,938 $348K 0.01% -236 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 2,578 shares; 2025Q1: 2,343 shares; 2025Q2: 2,320 shares; 2025Q3: 4,381 shares; 2025Q4: 3,861 shares 3,861 $347K 0.01% -520 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: 16,355 shares; 2025Q3: 14,076 shares; 2025Q4: 11,708 shares 11,708 $347K <0.01% -2,368 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,602 shares; 2025Q2: 2,565 shares; 2025Q3: 4,491 shares; 2025Q4: 2,042 shares 2,042 $346K <0.01% -2,449 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,911 shares 6,911 $344K <0.01% new Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,049 shares; 2025Q1: 5,049 shares; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares; 2025Q4: 5,149 shares 5,149 $344K <0.01% +100 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 1,019 shares 1,019 $343K <0.01% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,365 shares; 2025Q4: 3,704 shares 3,704 $342K <0.01% +339 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 18,087 shares; 2025Q1: 22,121 shares; 2025Q2: 24,163 shares; 2025Q3: 25,164 shares; 2025Q4: 29,013 shares 29,013 $342K <0.01% +3,849 Timeline POCT 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: 6,348 shares; 2024Q4: 6,831 shares; 2025Q1: 6,831 shares; 2025Q2: 6,811 shares; 2025Q3: 5,543 shares; 2025Q4: 7,755 shares 7,755 $341K <0.01% +2,212 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: 2,145 shares; 2024Q4: 2,145 shares; 2025Q1: 2,125 shares; 2025Q2: 2,099 shares; 2025Q3: 2,054 shares; 2025Q4: 2,054 shares 2,054 $341K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,387 shares; 2024Q4: 9,122 shares; 2025Q1: 9,023 shares; 2025Q2: 9,593 shares; 2025Q3: 9,567 shares; 2025Q4: 8,143 shares 8,143 $340K <0.01% -1,424 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,257 shares 17,257 $337K <0.01% new Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,157 shares; 2024Q4: 55,514 shares; 2025Q1: 55,874 shares; 2025Q2: 55,989 shares; 2025Q3: 53,166 shares; 2025Q4: 53,637 shares 53,637 $336K <0.01% +471 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,769 shares; 2025Q1: 1,210 shares; 2025Q2: 2,121 shares; 2025Q3: 1,633 shares; 2025Q4: 1,589 shares 1,589 $336K <0.01% -44 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 6,623 shares; 2025Q1: 6,294 shares; 2025Q2: 5,721 shares; 2025Q3: 5,684 shares; 2025Q4: 6,982 shares 6,982 $333K <0.01% +1,298 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,141 shares; 2024Q4: 6,126 shares; 2025Q1: 6,051 shares; 2025Q2: 6,051 shares; 2025Q3: 5,845 shares; 2025Q4: 5,373 shares 5,373 $333K <0.01% -472 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: 17,375 shares; 2024Q4: 29,383 shares; 2025Q1: 18,093 shares; 2025Q2: 18,379 shares; 2025Q3: 14,875 shares; 2025Q4: 14,167 shares 14,167 $331K <0.01% -708 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: 11,821 shares; 2024Q4: 11,821 shares; 2025Q1: 11,821 shares; 2025Q2: 11,821 shares; 2025Q3: 11,810 shares; 2025Q4: 11,844 shares 11,844 $331K <0.01% +34 Timeline SCHB 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: 3,427 shares; 2024Q4: 11,031 shares; 2025Q1: not reported; 2025Q2: 10,841 shares; 2025Q3: 11,114 shares; 2025Q4: 12,601 shares 12,601 $331K <0.01% +1,487 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,186 shares; 2025Q3: 5,304 shares; 2025Q4: 5,398 shares 5,398 $330K <0.01% +94 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: 598 shares; 2025Q2: 604 shares; 2025Q3: 592 shares; 2025Q4: 596 shares 596 $330K <0.01% +4 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,354 shares; 2024Q4: 34,354 shares; 2025Q1: 34,434 shares; 2025Q2: 31,771 shares; 2025Q3: 31,413 shares; 2025Q4: 31,438 shares 31,438 $328K <0.01% +25 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: 5,330 shares; 2024Q4: 5,008 shares; 2025Q1: 5,008 shares; 2025Q2: 3,949 shares; 2025Q3: 3,973 shares; 2025Q4: 3,893 shares 3,893 $328K <0.01% -80 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,816 shares; 2025Q1: 3,719 shares; 2025Q2: 3,719 shares; 2025Q3: 3,559 shares; 2025Q4: 3,476 shares 3,476 $327K <0.01% -83 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,876 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,807 shares 2,807 $327K <0.01% -119 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares 2,072 $324K <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,248 shares; 2024Q4: 14,391 shares; 2025Q1: 16,054 shares; 2025Q2: 15,748 shares; 2025Q3: 16,565 shares; 2025Q4: 13,338 shares 13,338 $323K <0.01% -3,227 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,437 shares 14,437 $321K <0.01% new Timeline QQQJ 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: 7,956 shares; 2025Q4: 8,693 shares 8,693 $320K <0.01% +737 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,153 shares; 2024Q4: 15,278 shares; 2025Q1: 14,859 shares; 2025Q2: 14,607 shares; 2025Q3: 30,537 shares; 2025Q4: 29,791 shares 29,791 $319K <0.01% -746 Timeline