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: not reported; 2024Q4: 1,963 shares; 2025Q1: 2,385 shares; 2025Q2: 2,534 shares; 2025Q3: 6,396 shares; 2025Q4: 1,756 shares 1,756 $385K <0.01% -4,640 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: 7,535 shares; 2024Q4: 7,649 shares; 2025Q1: 7,999 shares; 2025Q2: 9,002 shares; 2025Q3: 8,748 shares; 2025Q4: 8,226 shares 8,226 $385K <0.01% -522 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,706 shares; 2025Q1: 10,706 shares; 2025Q2: 10,689 shares; 2025Q3: 10,689 shares; 2025Q4: 10,570 shares 10,570 $376K <0.01% -119 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,521 shares; 2025Q1: 1,468 shares; 2025Q2: 1,496 shares; 2025Q3: 1,506 shares; 2025Q4: 1,499 shares 1,499 $376K <0.01% -7 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: 9,820 shares; 2024Q4: 9,820 shares; 2025Q1: 10,130 shares; 2025Q2: 12,172 shares; 2025Q3: 16,172 shares; 2025Q4: 12,084 shares 12,084 $374K <0.01% -4,088 Timeline FELV 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: 10,516 shares; 2024Q4: 10,730 shares; 2025Q1: 10,730 shares; 2025Q2: 10,730 shares; 2025Q3: 10,730 shares; 2025Q4: 10,730 shares 10,730 $372K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 4,608 shares; 2025Q1: 4,626 shares; 2025Q2: 4,613 shares; 2025Q3: 4,617 shares; 2025Q4: 4,609 shares 4,609 $372K <0.01% -8 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: 1,005 shares; 2024Q4: 1,167 shares; 2025Q1: 997 shares; 2025Q2: 1,023 shares; 2025Q3: 984 shares; 2025Q4: 1,100 shares 1,100 $371K <0.01% +116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,783 shares; 2025Q3: 12,722 shares; 2025Q4: 12,797 shares 12,797 $369K <0.01% +75 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,126 shares; 2024Q4: 11,910 shares; 2025Q1: 9,470 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,169 shares 8,169 $368K <0.01% -531 Timeline XSOE 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: 9,390 shares; 2024Q4: 9,390 shares; 2025Q1: 9,390 shares; 2025Q2: 9,390 shares; 2025Q3: 9,390 shares; 2025Q4: 9,390 shares 9,390 $366K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: 1,028 shares; 2025Q3: 1,025 shares; 2025Q4: 1,029 shares 1,029 $364K <0.01% +4 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: 901 shares; 2024Q4: 1,270 shares; 2025Q1: 912 shares; 2025Q2: 1,010 shares; 2025Q3: 916 shares; 2025Q4: 931 shares 931 $362K <0.01% +15 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: 6,429 shares; 2024Q4: 5,167 shares; 2025Q1: 4,769 shares; 2025Q2: 5,051 shares; 2025Q3: 4,131 shares; 2025Q4: 3,576 shares 3,576 $361K <0.01% -555 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: not reported; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,947 shares 1,947 $360K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 10,776 shares; 2025Q4: 10,776 shares 10,776 $356K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 13,533 shares; 2025Q1: 13,892 shares; 2025Q2: 13,713 shares; 2025Q3: 13,589 shares; 2025Q4: 13,074 shares 13,074 $356K <0.01% -515 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,261 shares; 2025Q2: 2,261 shares; 2025Q3: 2,261 shares; 2025Q4: 2,261 shares 2,261 $354K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,843 shares; 2025Q1: 5,444 shares; 2025Q2: 5,402 shares; 2025Q3: 5,417 shares; 2025Q4: 5,230 shares 5,230 $351K <0.01% -187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,512 shares; 2025Q4: 5,821 shares 5,821 $349K <0.01% +309 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,885 shares; 2025Q1: 2,135 shares; 2025Q2: 2,097 shares; 2025Q3: 1,912 shares; 2025Q4: 1,865 shares 1,865 $346K <0.01% -47 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: 19,701 shares; 2024Q4: 9,368 shares; 2025Q1: 9,082 shares; 2025Q2: 8,632 shares; 2025Q3: 3,293 shares; 2025Q4: 3,330 shares 3,330 $341K <0.01% +37 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: 1,745 shares; 2024Q4: 2,245 shares; 2025Q1: 2,151 shares; 2025Q2: 1,747 shares; 2025Q3: 1,807 shares; 2025Q4: 1,837 shares 1,837 $341K <0.01% +30 Timeline COWZ 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: 5,865 shares; 2024Q4: 8,024 shares; 2025Q1: 6,274 shares; 2025Q2: 5,453 shares; 2025Q3: 5,652 shares; 2025Q4: 5,651 shares 5,651 $340K <0.01% -1 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 2,773 shares; 2025Q1: 2,751 shares; 2025Q2: 2,775 shares; 2025Q3: 2,607 shares; 2025Q4: 2,539 shares 2,539 $337K <0.01% -68 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: 2,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,440 shares; 2025Q3: 2,229 shares; 2025Q4: 2,074 shares 2,074 $336K <0.01% -155 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,057 shares; 2025Q4: 4,017 shares 4,017 $331K <0.01% -40 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: 4,631 shares; 2024Q4: 4,953 shares; 2025Q1: 4,372 shares; 2025Q2: 4,238 shares; 2025Q3: 3,207 shares; 2025Q4: 3,211 shares 3,211 $324K <0.01% +4 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: 7,146 shares; 2024Q4: 4,695 shares; 2025Q1: 4,348 shares; 2025Q2: 4,500 shares; 2025Q3: 3,911 shares; 2025Q4: 3,934 shares 3,934 $323K <0.01% +23 Timeline SPMB 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: 14,993 shares; 2024Q4: 14,993 shares; 2025Q1: 14,993 shares; 2025Q2: 15,021 shares; 2025Q3: 15,021 shares; 2025Q4: 14,378 shares 14,378 $322K <0.01% -643 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: 8,554 shares; 2024Q4: 8,324 shares; 2025Q1: 8,634 shares; 2025Q2: 9,049 shares; 2025Q3: 9,019 shares; 2025Q4: 9,270 shares 9,270 $322K <0.01% +251 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: not reported; 2024Q4: 4,008 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,850 shares; 2025Q4: 3,952 shares 3,952 $321K <0.01% +102 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: 1,649 shares; 2024Q4: 1,472 shares; 2025Q1: 1,480 shares; 2025Q2: 1,512 shares; 2025Q3: 1,478 shares; 2025Q4: 2,630 shares 2,630 $314K <0.01% +1,152 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 3,875 shares; 2025Q1: 3,410 shares; 2025Q2: 3,714 shares; 2025Q3: 3,765 shares; 2025Q4: 3,754 shares 3,754 $314K <0.01% -11 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 5,189 shares; 2025Q1: 4,753 shares; 2025Q2: 4,753 shares; 2025Q3: 4,753 shares; 2025Q4: 4,753 shares 4,753 $312K <0.01% 0 Timeline VYMI 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: 3,610 shares; 2024Q4: 3,624 shares; 2025Q1: 3,456 shares; 2025Q2: 3,467 shares; 2025Q3: 3,474 shares; 2025Q4: 3,454 shares 3,454 $311K <0.01% -20 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,324 shares; 2025Q4: 2,699 shares 2,699 $307K <0.01% +375 Timeline SOXX 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: 1,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 963 shares; 2025Q3: 1,003 shares; 2025Q4: 1,019 shares 1,019 $307K <0.01% +16 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,693 shares; 2024Q4: 18,302 shares; 2025Q1: 18,037 shares; 2025Q2: 17,838 shares; 2025Q3: 17,838 shares; 2025Q4: 17,857 shares 17,857 $305K <0.01% +19 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,841 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,897 shares; 2025Q4: 1,826 shares 1,826 $303K <0.01% -71 Timeline FREL 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: 13,681 shares; 2024Q4: 11,533 shares; 2025Q1: 11,267 shares; 2025Q2: 11,267 shares; 2025Q3: 11,267 shares; 2025Q4: 11,267 shares 11,267 $303K <0.01% 0 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: 3,711 shares; 2024Q4: 3,852 shares; 2025Q1: 3,852 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 2,908 shares 2,908 $303K <0.01% -200 Timeline CIBR 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: 4,224 shares; 2024Q4: 5,222 shares; 2025Q1: 4,226 shares; 2025Q2: 4,228 shares; 2025Q3: 4,228 shares; 2025Q4: 4,232 shares 4,232 $302K <0.01% +4 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,360 shares; 2025Q4: 6,588 shares 6,588 $302K <0.01% +2,228 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,327 shares; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,447 shares; 2025Q4: 1,486 shares 1,486 $302K <0.01% +39 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,546 shares; 2024Q4: 19,546 shares; 2025Q1: 19,546 shares; 2025Q2: 19,546 shares; 2025Q3: 19,546 shares; 2025Q4: 19,546 shares 19,546 $298K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,840 shares; 2024Q4: 10,989 shares; 2025Q1: 11,934 shares; 2025Q2: 11,142 shares; 2025Q3: 11,484 shares; 2025Q4: 11,608 shares 11,608 $295K <0.01% +124 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: 6,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,931 shares; 2025Q3: not reported; 2025Q4: 5,783 shares 5,783 $294K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 134 shares; 2025Q1: 133 shares; 2025Q2: 145 shares; 2025Q3: 138 shares; 2025Q4: 146 shares 146 $294K <0.01% +8 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,317 shares; 2025Q1: 6,301 shares; 2025Q2: 5,698 shares; 2025Q3: 5,698 shares; 2025Q4: 5,701 shares 5,701 $291K <0.01% +3 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,639 shares; 2025Q3: 1,669 shares; 2025Q4: 1,680 shares 1,680 $290K <0.01% +11 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,033 shares; 2025Q4: 2,459 shares 2,459 $289K <0.01% +426 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,161 shares 4,161 $289K <0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 4,585 shares; 2025Q1: 4,585 shares; 2025Q2: 4,555 shares; 2025Q3: 4,555 shares; 2025Q4: 4,434 shares 4,434 $289K <0.01% -121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,275 shares; 2025Q3: 2,315 shares; 2025Q4: 2,375 shares 2,375 $284K <0.01% +60 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,584 shares 16,584 $280K <0.01% new Timeline IQLT 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: 14,267 shares; 2024Q4: 20,201 shares; 2025Q1: 21,374 shares; 2025Q2: 20,895 shares; 2025Q3: 22,942 shares; 2025Q4: 6,119 shares 6,119 $278K <0.01% -16,823 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,844 shares; 2025Q1: 8,844 shares; 2025Q2: 8,844 shares; 2025Q3: 8,844 shares; 2025Q4: 8,844 shares 8,844 $278K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 984 shares; 2025Q1: not reported; 2025Q2: 1,219 shares; 2025Q3: 1,214 shares; 2025Q4: 1,276 shares 1,276 $277K <0.01% +62 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,647 shares; 2025Q1: 3,605 shares; 2025Q2: 3,531 shares; 2025Q3: 3,409 shares; 2025Q4: 3,417 shares 3,417 $277K <0.01% +8 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: 4,899 shares; 2024Q4: 4,912 shares; 2025Q1: 4,682 shares; 2025Q2: 4,659 shares; 2025Q3: 4,759 shares; 2025Q4: 4,811 shares 4,811 $277K <0.01% +52 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: not reported; 2024Q4: 3,597 shares; 2025Q1: 3,175 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,683 shares 2,683 $275K <0.01% +10 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: 5,201 shares; 2024Q4: 10,584 shares; 2025Q1: 10,065 shares; 2025Q2: not reported; 2025Q3: 9,344 shares; 2025Q4: 11,253 shares 11,253 $274K <0.01% +1,909 Timeline LEMB 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: 6,520 shares; 2024Q4: 6,520 shares; 2025Q1: 6,520 shares; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,520 shares 6,520 $271K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 2,454 shares; 2025Q1: 2,062 shares; 2025Q2: 1,948 shares; 2025Q3: 1,880 shares; 2025Q4: 1,997 shares 1,997 $270K <0.01% +117 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 1,946 shares; 2025Q1: 1,941 shares; 2025Q2: 2,062 shares; 2025Q3: 1,699 shares; 2025Q4: 1,519 shares 1,519 $267K <0.01% -180 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 3,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,785 shares; 2025Q4: 3,842 shares 3,842 $267K <0.01% +57 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: 2,911 shares; 2024Q4: 2,563 shares; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,576 shares; 2025Q4: 2,333 shares 2,333 $266K <0.01% -243 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,359 shares; 2025Q2: 6,359 shares; 2025Q3: 6,372 shares; 2025Q4: 6,372 shares 6,372 $264K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares; 2025Q4: 1,223 shares 1,223 $263K <0.01% +169 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,743 shares; 2025Q1: not reported; 2025Q2: 5,749 shares; 2025Q3: 5,749 shares; 2025Q4: 5,749 shares 5,749 $262K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,176 shares 1,176 $261K <0.01% -135 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 4,254 shares; 2025Q1: 3,807 shares; 2025Q2: 3,807 shares; 2025Q3: 3,697 shares; 2025Q4: 3,697 shares 3,697 $260K <0.01% 0 Timeline FDN 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: 873 shares; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 964 shares; 2025Q4: 964 shares 964 $259K <0.01% 0 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,721 shares 1,721 $259K <0.01% -234 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: 15,351,924 shares; 2024Q4: 15,352,131 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,841 shares; 2025Q4: 4,826 shares 4,826 $259K <0.01% -15 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 335 shares; 2025Q1: 275 shares; 2025Q2: 293 shares; 2025Q3: 296 shares; 2025Q4: 1,686 shares 1,686 $258K <0.01% +1,390 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,580 shares 1,580 $257K <0.01% new 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: not reported; 2024Q4: 1,253 shares; 2025Q1: 1,166 shares; 2025Q2: 1,267 shares; 2025Q3: 1,211 shares; 2025Q4: 1,218 shares 1,218 $253K <0.01% +7 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS 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: 6,505 shares; 2025Q4: 6,528 shares 6,528 $252K <0.01% +23 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,414 shares; 2025Q1: 16,936 shares; 2025Q2: 17,523 shares; 2025Q3: 18,283 shares; 2025Q4: 18,843 shares 18,843 $251K <0.01% +560 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,221 shares 1,221 $251K <0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,981 shares; 2025Q1: 3,144 shares; 2025Q2: 2,754 shares; 2025Q3: 2,773 shares; 2025Q4: 2,593 shares 2,593 $249K <0.01% -180 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,234 shares; 2024Q4: 8,418 shares; 2025Q1: 8,234 shares; 2025Q2: 8,234 shares; 2025Q3: 8,234 shares; 2025Q4: 8,234 shares 8,234 $249K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: 403 shares; 2025Q4: 397 shares 397 $247K <0.01% -6 Timeline JBL JABIL INC More: the full row for JABIL 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: 1,083 shares 1,083 $247K <0.01% new Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,730 shares; 2025Q1: 4,730 shares; 2025Q2: 4,757 shares; 2025Q3: 4,757 shares; 2025Q4: 4,757 shares 4,757 $246K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,532 shares; 2024Q4: 4,904 shares; 2025Q1: 4,382 shares; 2025Q2: 4,482 shares; 2025Q3: 4,472 shares; 2025Q4: 4,296 shares 4,296 $242K <0.01% -176 Timeline DDLS 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: 5,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,605 shares; 2025Q3: 5,605 shares; 2025Q4: 5,605 shares 5,605 $241K <0.01% 0 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: 1,527 shares; 2024Q4: not reported; 2025Q1: 1,124 shares; 2025Q2: 1,830 shares; 2025Q3: 962 shares; 2025Q4: 1,164 shares 1,164 $236K <0.01% +202 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 4,495 shares; 2025Q4: 4,495 shares 4,495 $232K <0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,118 shares 1,118 $231K <0.01% +3 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 761 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 707 shares; 2025Q4: 699 shares 699 $230K <0.01% -8 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL 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: 1,056 shares; 2025Q4: 1,056 shares 1,056 $229K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: 1,271 shares 1,271 $229K <0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,654 shares 3,654 $228K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,948 shares; 2025Q1: not reported; 2025Q2: 1,716 shares; 2025Q3: 1,705 shares; 2025Q4: 1,789 shares 1,789 $228K <0.01% +84 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,028 shares; 2025Q1: 3,031 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,837 shares 1,837 $226K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,053 shares 1,053 $225K <0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,428 shares; 2024Q4: 12,023 shares; 2025Q1: 14,464 shares; 2025Q2: 14,464 shares; 2025Q3: 13,639 shares; 2025Q4: 13,639 shares 13,639 $225K <0.01% 0 Timeline EWA 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: 8,079 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,348 shares; 2025Q3: 8,388 shares; 2025Q4: 8,490 shares 8,490 $222K <0.01% +102 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY 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: 2,008 shares; 2025Q2: 2,006 shares; 2025Q3: 2,005 shares; 2025Q4: 2,013 shares 2,013 $222K <0.01% +8 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: not reported; 2025Q1: 869 shares; 2025Q2: 901 shares; 2025Q3: 860 shares; 2025Q4: 865 shares 865 $221K <0.01% +5 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,290 shares; 2024Q4: 29,552 shares; 2025Q1: 30,169 shares; 2025Q2: 28,136 shares; 2025Q3: 16,984 shares; 2025Q4: 16,679 shares 16,679 $219K <0.01% -305 Timeline DFAR 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: 17,219 shares; 2025Q1: 15,065 shares; 2025Q2: 15,109 shares; 2025Q3: 15,109 shares; 2025Q4: 9,505 shares 9,505 $218K <0.01% -5,604 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: not reported; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,489 shares; 2025Q3: not reported; 2025Q4: 4,550 shares 4,550 $217K <0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,156 shares; 2025Q1: 2,119 shares; 2025Q2: 2,120 shares; 2025Q3: 2,161 shares; 2025Q4: 2,111 shares 2,111 $217K <0.01% -50 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,499 shares; 2024Q4: 13,121 shares; 2025Q1: 12,842 shares; 2025Q2: 12,341 shares; 2025Q3: 5,986 shares; 2025Q4: 5,639 shares 5,639 $216K <0.01% -347 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,769 shares; 2025Q1: 2,362 shares; 2025Q2: 2,723 shares; 2025Q3: 2,836 shares; 2025Q4: 2,293 shares 2,293 $216K <0.01% -543 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,362 shares; 2025Q4: 6,362 shares 6,362 $215K <0.01% 0 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: not reported; 2025Q1: 4,375 shares; 2025Q2: 4,377 shares; 2025Q3: 3,005 shares; 2025Q4: 3,008 shares 3,008 $215K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,860 shares; 2025Q4: 7,906 shares 7,906 $214K <0.01% +46 Timeline IDU 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: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares 1,971 $214K <0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM 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: not reported; 2025Q4: 626 shares 626 $212K <0.01% new 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: 9,035 shares; 2024Q4: 9,180 shares; 2025Q1: 10,542 shares; 2025Q2: 9,395 shares; 2025Q3: 10,091 shares; 2025Q4: 9,091 shares 9,091 $209K <0.01% -1,000 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,181 shares; 2025Q3: 1,185 shares; 2025Q4: 1,201 shares 1,201 $209K <0.01% +16 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: 6,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,055 shares 5,055 $209K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,250 shares 4,250 $208K <0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,827 shares; 2025Q3: 2,812 shares; 2025Q4: 2,437 shares 2,437 $208K <0.01% -375 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,530 shares 1,530 $208K <0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares; 2025Q4: 2,045 shares 2,045 $206K <0.01% -521 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: 992 shares; 2024Q4: 1,017 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 974 shares 974 $206K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,067 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 756 shares 756 $205K <0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,848 shares 1,848 $203K <0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,819 shares; 2025Q4: 4,011 shares 4,011 $203K <0.01% -808 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,432 shares 3,432 $202K <0.01% new Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,828 shares; 2025Q3: 21,828 shares; 2025Q4: 21,828 shares 21,828 $181K <0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,367 shares; 2024Q4: 17,473 shares; 2025Q1: 14,504 shares; 2025Q2: 14,507 shares; 2025Q3: 14,507 shares; 2025Q4: 14,568 shares 14,568 $170K <0.01% +61 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,479 shares; 2024Q4: 13,256 shares; 2025Q1: 17,310 shares; 2025Q2: 17,359 shares; 2025Q3: 17,409 shares; 2025Q4: 17,474 shares 17,474 $158K <0.01% +65 Timeline FTMA 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: 17,111 shares 17,111 $154K <0.01% new Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,190 shares; 2024Q4: 21,923 shares; 2025Q1: 22,308 shares; 2025Q2: 22,982 shares; 2025Q3: 23,583 shares; 2025Q4: 19,083 shares 19,083 $126K <0.01% -4,500 Timeline ODV OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,218 shares; 2024Q4: 35,218 shares; 2025Q1: 35,218 shares; 2025Q2: 35,218 shares; 2025Q3: 35,218 shares; 2025Q4: 35,218 shares 35,218 $123K <0.01% 0 Timeline FTMU 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: 14,747 shares 14,747 $115K <0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,200 shares; 2024Q4: 17,200 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 17,200 shares 17,200 $106K <0.01% 0 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $102K <0.01% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS 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: 22,048 shares; 2025Q3: 22,048 shares; 2025Q4: 22,061 shares 22,061 $100K <0.01% +13 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,305 shares; 2024Q4: 22,328 shares; 2025Q1: 22,307 shares; 2025Q2: 22,305 shares; 2025Q3: 22,307 shares; 2025Q4: 11,207 shares 11,207 $78.4K <0.01% -11,100 Timeline BTLN GLIMPSE GROUP INC More: the full row for GLIMPSE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,143 shares; 2024Q4: 82,143 shares; 2025Q1: 82,143 shares; 2025Q2: 82,143 shares; 2025Q3: 82,143 shares; 2025Q4: 82,143 shares 82,143 $76.1K <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,464 shares; 2024Q4: 10,693 shares; 2025Q1: 13,424 shares; 2025Q2: 13,651 shares; 2025Q3: 13,863 shares; 2025Q4: 14,069 shares 14,069 $72.6K <0.01% +206 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,127 shares; 2024Q4: 23,127 shares; 2025Q1: 23,127 shares; 2025Q2: 23,127 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000 $53.8K <0.01% 0 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION 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: 13,000 shares; 2025Q2: 15,000 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares 16,500 $25.4K <0.01% 0 Timeline ZVIA ZEVIA PBC More: the full row for ZEVIA PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,040 shares; 2025Q2: 10,040 shares; 2025Q3: 10,040 shares; 2025Q4: 10,040 shares 10,040 $23.3K <0.01% 0 Timeline BNC BNB STANDARD CORP More: the full row for BNB STANDARD 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: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $0 0% 0 Value filed as zero, left out of ratios. 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