PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,273 shares; 2024Q4: 51,891 shares; 2025Q1: 53,620 shares; 2025Q2: 49,011 shares; 2025Q3: 41,251 shares; 2025Q4: 35,372 shares 35,372 $1.26M 0.03% -5,879 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,543 shares; 2025Q1: 5,130 shares; 2025Q2: 10,302 shares; 2025Q3: 10,267 shares; 2025Q4: 9,964 shares 9,964 $1.25M 0.03% -303 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: 383 shares; 2024Q4: 375 shares; 2025Q1: 361 shares; 2025Q2: 366 shares; 2025Q3: 368 shares; 2025Q4: 369 shares 369 $1.25M 0.03% +1 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 10,443 shares; 2025Q1: 9,299 shares; 2025Q2: 9,180 shares; 2025Q3: 9,180 shares; 2025Q4: 9,147 shares 9,147 $1.25M 0.03% -33 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: 20,293 shares; 2024Q4: 22,994 shares; 2025Q1: 23,856 shares; 2025Q2: 23,671 shares; 2025Q3: 22,356 shares; 2025Q4: 21,720 shares 21,720 $1.25M 0.03% -636 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,213 shares; 2024Q4: 65,724 shares; 2025Q1: 65,779 shares; 2025Q2: 65,705 shares; 2025Q3: 33,244 shares; 2025Q4: 35,452 shares 35,452 $1.25M 0.03% +2,208 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,492 shares; 2025Q2: 92,078 shares; 2025Q3: 103,616 shares; 2025Q4: 105,634 shares 105,634 $1.24M 0.03% +2,018 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: 4,447 shares; 2024Q4: 5,380 shares; 2025Q1: 6,204 shares; 2025Q2: 10,011 shares; 2025Q3: 13,280 shares; 2025Q4: 11,320 shares 11,320 $1.24M 0.03% -1,960 Timeline ZUMZ ZUMIEZ INC More: the full row for ZUMIEZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,018 shares; 2024Q4: 32,018 shares; 2025Q1: 32,018 shares; 2025Q2: 33,410 shares; 2025Q3: 47,304 shares; 2025Q4: 47,304 shares 47,304 $1.23M 0.03% 0 Timeline IYM 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: 8,930 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 7,750 shares; 2025Q3: 8,147 shares; 2025Q4: 8,001 shares 8,001 $1.23M 0.03% -146 Timeline ZJAN 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: 37,060 shares; 2025Q2: 37,060 shares; 2025Q3: 52,628 shares; 2025Q4: 44,992 shares 44,992 $1.23M 0.03% -7,636 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: 9,521 shares; 2024Q4: 9,895 shares; 2025Q1: 9,242 shares; 2025Q2: 9,405 shares; 2025Q3: 14,656 shares; 2025Q4: 14,440 shares 14,440 $1.23M 0.03% -216 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,332 shares; 2024Q4: 106,290 shares; 2025Q1: 97,287 shares; 2025Q2: 92,537 shares; 2025Q3: 94,063 shares; 2025Q4: 95,119 shares 95,119 $1.23M 0.03% +1,056 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: 2,690 shares; 2024Q4: 2,813 shares; 2025Q1: 2,011 shares; 2025Q2: 1,931 shares; 2025Q3: 2,010 shares; 2025Q4: 1,847 shares 1,847 $1.22M 0.03% -163 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,911 shares; 2024Q4: 23,729 shares; 2025Q1: 31,293 shares; 2025Q2: 31,293 shares; 2025Q3: 31,339 shares; 2025Q4: 44,931 shares 44,931 $1.22M 0.03% +13,592 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,666 shares; 2025Q1: 6,464 shares; 2025Q2: 6,577 shares; 2025Q3: 7,430 shares; 2025Q4: 8,480 shares 8,480 $1.22M 0.03% +1,050 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,575 shares; 2025Q2: 9,447 shares; 2025Q3: 8,638 shares; 2025Q4: 26,653 shares 26,653 $1.22M 0.03% +18,015 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,418 shares; 2024Q4: 30,162 shares; 2025Q1: 30,179 shares; 2025Q2: 22,291 shares; 2025Q3: 19,117 shares; 2025Q4: 18,995 shares 18,995 $1.21M 0.03% -122 Timeline FIIG 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: 146,046 shares; 2024Q4: 60,047 shares; 2025Q1: 78,646 shares; 2025Q2: 35,285 shares; 2025Q3: 181,282 shares; 2025Q4: 56,133 shares 56,133 $1.19M 0.03% -125,149 Timeline RYZ RYERSON HLDG CORP More: the full row for RYERSON HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,725 shares; 2024Q4: 44,865 shares; 2025Q1: 44,869 shares; 2025Q2: 44,865 shares; 2025Q3: 44,865 shares; 2025Q4: 47,235 shares 47,235 $1.19M 0.03% +2,370 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: 3,429 shares; 2024Q4: 4,313 shares; 2025Q1: 3,518 shares; 2025Q2: 6,177 shares; 2025Q3: 6,646 shares; 2025Q4: 6,558 shares 6,558 $1.19M 0.03% -88 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: 7,041 shares; 2024Q4: 7,380 shares; 2025Q1: 7,431 shares; 2025Q2: 9,214 shares; 2025Q3: 9,370 shares; 2025Q4: 8,391 shares 8,391 $1.18M 0.03% -979 Timeline VBK 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: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 3,545 shares; 2025Q2: 3,692 shares; 2025Q3: 3,847 shares; 2025Q4: 3,855 shares 3,855 $1.16M 0.02% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 13,163 shares; 2025Q4: 14,488 shares 14,488 $1.16M 0.02% +1,325 Timeline SUSA 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: 8,560 shares; 2024Q4: 8,522 shares; 2025Q1: 8,395 shares; 2025Q2: 8,514 shares; 2025Q3: 8,257 shares; 2025Q4: 8,263 shares 8,263 $1.15M 0.02% +6 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 10,938 shares; 2025Q1: 11,359 shares; 2025Q2: 11,396 shares; 2025Q3: 11,014 shares; 2025Q4: 11,494 shares 11,494 $1.15M 0.02% +480 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: 5,497 shares; 2024Q4: 5,315 shares; 2025Q1: 5,998 shares; 2025Q2: 8,819 shares; 2025Q3: 9,127 shares; 2025Q4: 9,660 shares 9,660 $1.15M 0.02% +533 Timeline XTWO 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: 24,890 shares; 2025Q4: 23,061 shares 23,061 $1.14M 0.02% -1,829 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,579 shares; 2025Q1: 9,535 shares; 2025Q2: 9,516 shares; 2025Q3: 9,414 shares; 2025Q4: 9,950 shares 9,950 $1.14M 0.02% +536 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: 11,582 shares; 2024Q4: 10,908 shares; 2025Q1: 10,455 shares; 2025Q2: 13,167 shares; 2025Q3: 12,500 shares; 2025Q4: 12,376 shares 12,376 $1.14M 0.02% -124 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: 6,218 shares; 2024Q4: 5,706 shares; 2025Q1: 5,671 shares; 2025Q2: 5,677 shares; 2025Q3: 5,591 shares; 2025Q4: 5,529 shares 5,529 $1.14M 0.02% -62 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,428 shares; 2024Q4: 37,022 shares; 2025Q1: 40,105 shares; 2025Q2: 40,034 shares; 2025Q3: 40,049 shares; 2025Q4: 24,658 shares 24,658 $1.14M 0.02% -15,391 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 9,700 shares; 2025Q1: 10,254 shares; 2025Q2: 10,888 shares; 2025Q3: 10,864 shares; 2025Q4: 11,099 shares 11,099 $1.14M 0.02% +235 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,056 shares; 2024Q4: 21,951 shares; 2025Q1: 22,527 shares; 2025Q2: 23,597 shares; 2025Q3: 24,099 shares; 2025Q4: 23,837 shares 23,837 $1.13M 0.02% -262 Timeline MTUS METALLUS INC More: the full row for METALLUS 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: 62,492 shares; 2025Q2: 62,535 shares; 2025Q3: 62,593 shares; 2025Q4: 66,016 shares 66,016 $1.13M 0.02% +3,423 Timeline FBT 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: 5,104 shares; 2024Q4: 5,094 shares; 2025Q1: 5,104 shares; 2025Q2: 5,206 shares; 2025Q3: 5,480 shares; 2025Q4: 5,479 shares 5,479 $1.13M 0.02% -1 Timeline GRNY 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: not reported; 2024Q4: 17,589 shares; 2025Q1: 18,036 shares; 2025Q2: 18,278 shares; 2025Q3: 45,703 shares; 2025Q4: 45,634 shares 45,634 $1.13M 0.02% -69 Timeline VAL VALARIS LTD More: the full row for VALARIS 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: 15,441 shares; 2025Q2: 19,897 shares; 2025Q3: 20,720 shares; 2025Q4: 22,400 shares 22,400 $1.13M 0.02% +1,680 Timeline DFUV 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: 26,250 shares; 2024Q4: 26,289 shares; 2025Q1: 26,325 shares; 2025Q2: 25,077 shares; 2025Q3: 24,586 shares; 2025Q4: 24,096 shares 24,096 $1.12M 0.02% -490 Timeline NEAR 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: 77,181 shares; 2024Q4: 74,108 shares; 2025Q1: 49,634 shares; 2025Q2: 23,919 shares; 2025Q3: 23,103 shares; 2025Q4: 21,907 shares 21,907 $1.12M 0.02% -1,196 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,414 shares; 2024Q4: 26,414 shares; 2025Q1: 25,070 shares; 2025Q2: 24,870 shares; 2025Q3: 24,870 shares; 2025Q4: 24,870 shares 24,870 $1.12M 0.02% 0 Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,735 shares; 2025Q3: 5,758 shares; 2025Q4: 11,448 shares 11,448 $1.12M 0.02% +5,690 Timeline MXI 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: 12,160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,444 shares; 2025Q3: 12,069 shares; 2025Q4: 11,537 shares 11,537 $1.11M 0.02% -532 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: 19,422 shares; 2025Q4: 22,226 shares 22,226 $1.11M 0.02% +2,804 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: 31,585 shares; 2024Q4: 32,147 shares; 2025Q1: 30,519 shares; 2025Q2: 31,168 shares; 2025Q3: 31,352 shares; 2025Q4: 31,769 shares 31,769 $1.11M 0.02% +417 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,383 shares; 2024Q4: 55,323 shares; 2025Q1: 53,150 shares; 2025Q2: 49,508 shares; 2025Q3: 48,433 shares; 2025Q4: 47,672 shares 47,672 $1.11M 0.02% -761 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,642 shares; 2024Q4: 27,950 shares; 2025Q1: 23,418 shares; 2025Q2: 22,564 shares; 2025Q3: 22,744 shares; 2025Q4: 22,309 shares 22,309 $1.1M 0.02% -435 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,506 shares; 2024Q4: 85,588 shares; 2025Q1: 105,562 shares; 2025Q2: 104,152 shares; 2025Q3: 99,465 shares; 2025Q4: 97,553 shares 97,553 $1.1M 0.02% -1,912 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,514 shares; 2024Q4: 13,548 shares; 2025Q1: 16,492 shares; 2025Q2: 10,407 shares; 2025Q3: 11,630 shares; 2025Q4: 11,694 shares 11,694 $1.1M 0.02% +64 Timeline MARM 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: 24,477 shares; 2024Q4: 24,477 shares; 2025Q1: 40,337 shares; 2025Q2: 41,937 shares; 2025Q3: 32,787 shares; 2025Q4: 33,103 shares 33,103 $1.09M 0.02% +316 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,433 shares; 2025Q1: 1,442 shares; 2025Q2: 2,268 shares; 2025Q3: 2,897 shares; 2025Q4: 3,058 shares 3,058 $1.08M 0.02% +161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,318 shares; 2025Q3: 14,085 shares; 2025Q4: 21,590 shares 21,590 $1.08M 0.02% +7,505 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: 1,682 shares; 2024Q4: 1,736 shares; 2025Q1: 1,644 shares; 2025Q2: 2,140 shares; 2025Q3: 3,145 shares; 2025Q4: 4,011 shares 4,011 $1.08M 0.02% +866 Timeline SLQD 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: 17,768 shares; 2024Q4: 17,720 shares; 2025Q1: 16,457 shares; 2025Q2: 19,809 shares; 2025Q3: 21,259 shares; 2025Q4: 21,259 shares 21,259 $1.08M 0.02% 0 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,632 shares; 2024Q4: 23,632 shares; 2025Q1: 20,595 shares; 2025Q2: 17,395 shares; 2025Q3: 17,399 shares; 2025Q4: 17,395 shares 17,395 $1.08M 0.02% -4 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 18,419 shares; 2025Q4: 26,683 shares 26,683 $1.07M 0.02% +8,264 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares; 2025Q4: 13,362 shares 13,362 $1.07M 0.02% +10,760 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,902 shares; 2025Q1: 4,297 shares; 2025Q2: 4,478 shares; 2025Q3: 3,658 shares; 2025Q4: 3,687 shares 3,687 $1.06M 0.02% +29 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,876 shares; 2024Q4: 36,247 shares; 2025Q1: 35,477 shares; 2025Q2: 34,855 shares; 2025Q3: 35,157 shares; 2025Q4: 34,273 shares 34,273 $1.06M 0.02% -884 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: 69,444 shares; 2024Q4: 74,167 shares; 2025Q1: 86,480 shares; 2025Q2: 72,984 shares; 2025Q3: 72,327 shares; 2025Q4: 72,994 shares 72,994 $1.05M 0.02% +667 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,967 shares; 2024Q4: 12,345 shares; 2025Q1: 10,869 shares; 2025Q2: 12,172 shares; 2025Q3: 17,474 shares; 2025Q4: 19,561 shares 19,561 $1.04M 0.02% +2,087 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: 3,358 shares; 2024Q4: 3,313 shares; 2025Q1: 3,983 shares; 2025Q2: 4,018 shares; 2025Q3: 4,179 shares; 2025Q4: 4,584 shares 4,584 $1.04M 0.02% +405 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,660 shares; 2025Q1: 8,095 shares; 2025Q2: 7,643 shares; 2025Q3: 8,464 shares; 2025Q4: 8,461 shares 8,461 $1.04M 0.02% -3 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,712 shares; 2025Q2: 5,397 shares; 2025Q3: 5,537 shares; 2025Q4: 6,168 shares 6,168 $1.04M 0.02% +631 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: 6,372 shares; 2024Q4: 6,247 shares; 2025Q1: 13,345 shares; 2025Q2: 13,959 shares; 2025Q3: 13,618 shares; 2025Q4: 13,711 shares 13,711 $1.03M 0.02% +93 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: 13,383 shares; 2024Q4: 11,162 shares; 2025Q1: 9,844 shares; 2025Q2: 9,420 shares; 2025Q3: 9,265 shares; 2025Q4: 9,047 shares 9,047 $1.03M 0.02% -218 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,754 shares; 2024Q4: 11,751 shares; 2025Q1: 9,095 shares; 2025Q2: 9,437 shares; 2025Q3: 10,060 shares; 2025Q4: 10,694 shares 10,694 $1.03M 0.02% +634 Timeline GOLD GOLD COM INC More: the full row for GOLD COM 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: 30,149 shares 30,149 $1.03M 0.02% new 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: 20,998 shares; 2024Q4: 21,073 shares; 2025Q1: 20,970 shares; 2025Q2: 99,684 shares; 2025Q3: 23,568 shares; 2025Q4: 40,961 shares 40,961 $1.02M 0.02% +17,393 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: 14,261 shares; 2024Q4: 13,838 shares; 2025Q1: 13,843 shares; 2025Q2: 16,605 shares; 2025Q3: 16,973 shares; 2025Q4: 20,821 shares 20,821 $1.02M 0.02% +3,848 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,109 shares; 2024Q4: 13,389 shares; 2025Q1: 13,359 shares; 2025Q2: 13,487 shares; 2025Q3: 14,761 shares; 2025Q4: 14,651 shares 14,651 $1.02M 0.02% -110 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 34,291 shares 34,291 $1.02M 0.02% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,257 shares; 2025Q4: 38,795 shares 38,795 $1.01M 0.02% -4,462 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,770 shares; 2025Q4: 6,751 shares 6,751 $1.01M 0.02% -19 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,518 shares; 2025Q1: 4,390 shares; 2025Q2: 3,494 shares; 2025Q3: 3,437 shares; 2025Q4: 3,425 shares 3,425 $1.01M 0.02% -12 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,452 shares; 2024Q4: 131,058 shares; 2025Q1: 116,216 shares; 2025Q2: 123,766 shares; 2025Q3: 136,817 shares; 2025Q4: 88,717 shares 88,717 $1M 0.02% -48,100 Timeline WNC WABASH NATL CORP More: the full row for WABASH NATL 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: 61,483 shares; 2025Q2: 91,823 shares; 2025Q3: 91,823 shares; 2025Q4: 115,720 shares 115,720 $1M 0.02% +23,897 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: 13,501 shares; 2024Q4: 13,935 shares; 2025Q1: 14,655 shares; 2025Q2: 16,833 shares; 2025Q3: 16,250 shares; 2025Q4: 15,396 shares 15,396 $998K 0.02% -854 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,643 shares; 2024Q4: 21,613 shares; 2025Q1: 23,009 shares; 2025Q2: 21,656 shares; 2025Q3: 21,666 shares; 2025Q4: 20,130 shares 20,130 $993K 0.02% -1,536 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,518 shares; 2025Q1: 3,679 shares; 2025Q2: 4,154 shares; 2025Q3: 4,249 shares; 2025Q4: 4,018 shares 4,018 $993K 0.02% -231 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,984 shares; 2024Q4: 42,989 shares; 2025Q1: 42,999 shares; 2025Q2: 42,999 shares; 2025Q3: 51,753 shares; 2025Q4: 51,753 shares 51,753 $992K 0.02% 0 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: 4,072 shares; 2024Q4: 3,667 shares; 2025Q1: 3,025 shares; 2025Q2: 3,135 shares; 2025Q3: 2,916 shares; 2025Q4: 2,869 shares 2,869 $989K 0.02% -47 Timeline XAR 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: 3,130 shares; 2024Q4: 3,654 shares; 2025Q1: 3,546 shares; 2025Q2: 4,124 shares; 2025Q3: 4,084 shares; 2025Q4: 4,085 shares 4,085 $986K 0.02% +1 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG 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: 57,497 shares 57,497 $984K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 6,414 shares; 2025Q1: 8,202 shares; 2025Q2: 6,573 shares; 2025Q3: 24,775 shares; 2025Q4: 27,103 shares 27,103 $982K 0.02% +2,328 Timeline OXY/WS 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: 53,188 shares; 2024Q4: 53,781 shares; 2025Q1: 56,268 shares; 2025Q2: 55,120 shares; 2025Q3: 49,144 shares; 2025Q4: 50,985 shares 50,985 $982K 0.02% +1,841 Timeline FNDA 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: 25,372 shares; 2024Q4: 24,147 shares; 2025Q1: 26,784 shares; 2025Q2: 27,707 shares; 2025Q3: 27,715 shares; 2025Q4: 30,967 shares 30,967 $976K 0.02% +3,252 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: 24,460 shares; 2024Q4: 23,536 shares; 2025Q1: 4,594 shares; 2025Q2: 4,299 shares; 2025Q3: 4,367 shares; 2025Q4: 9,952 shares 9,952 $964K 0.02% +5,585 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: not reported; 2025Q1: 641 shares; 2025Q2: 754 shares; 2025Q3: 2,959 shares; 2025Q4: 2,724 shares 2,724 $961K 0.02% -235 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,069 shares; 2025Q4: 7,650 shares 7,650 $961K 0.02% +1,581 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 17,951 shares; 2025Q2: 29,778 shares; 2025Q3: 33,104 shares; 2025Q4: 33,868 shares 33,868 $956K 0.02% +764 Timeline ILDR 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: 22,211 shares; 2025Q4: 28,792 shares 28,792 $950K 0.02% +6,581 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,230 shares; 2024Q4: 139,585 shares; 2025Q1: 127,020 shares; 2025Q2: 120,485 shares; 2025Q3: 120,735 shares; 2025Q4: 115,115 shares 115,115 $950K 0.02% -5,620 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 3,928 shares; 2025Q1: 3,779 shares; 2025Q2: 3,878 shares; 2025Q3: 3,291 shares; 2025Q4: 3,260 shares 3,260 $942K 0.02% -31 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,660 shares; 2024Q4: 15,660 shares; 2025Q1: 22,241 shares; 2025Q2: 22,241 shares; 2025Q3: 22,241 shares; 2025Q4: 21,961 shares 21,961 $940K 0.02% -280 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,894 shares; 2025Q3: not reported; 2025Q4: 26,851 shares 26,851 $939K 0.02% new Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 27,323 shares; 2025Q4: 26,061 shares 26,061 $938K 0.02% -1,262 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 16,221 shares; 2025Q1: 15,541 shares; 2025Q2: 12,189 shares; 2025Q3: 11,349 shares; 2025Q4: 10,857 shares 10,857 $937K 0.02% -492 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 7,022 shares; 2025Q1: 8,459 shares; 2025Q2: 10,750 shares; 2025Q3: 10,003 shares; 2025Q4: 10,538 shares 10,538 $937K 0.02% +535 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: 31,241 shares; 2024Q4: 31,578 shares; 2025Q1: 31,463 shares; 2025Q2: 31,137 shares; 2025Q3: 31,639 shares; 2025Q4: 31,138 shares 31,138 $936K 0.02% -501 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 7,037 shares; 2025Q1: 6,876 shares; 2025Q2: 6,865 shares; 2025Q3: 6,726 shares; 2025Q4: 7,577 shares 7,577 $936K 0.02% +851 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,597 shares; 2025Q4: 20,616 shares 20,616 $929K 0.02% +19 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 10,216 shares; 2025Q1: 8,991 shares; 2025Q2: 9,019 shares; 2025Q3: 8,979 shares; 2025Q4: 8,825 shares 8,825 $927K 0.02% -154 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: not reported; 2025Q1: 10,788 shares; 2025Q2: 10,419 shares; 2025Q3: 10,424 shares; 2025Q4: 10,395 shares 10,395 $926K 0.02% -29 Timeline RWX 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: 31,347 shares; 2025Q3: 33,401 shares; 2025Q4: 32,900 shares 32,900 $921K 0.02% -501 Timeline IGV 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: 30,538 shares; 2024Q4: 9,636 shares; 2025Q1: 9,641 shares; 2025Q2: 8,966 shares; 2025Q3: 8,723 shares; 2025Q4: 8,711 shares 8,711 $921K 0.02% -12 Timeline UJAN 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: 21,161 shares; 2025Q2: 21,161 shares; 2025Q3: 21,161 shares; 2025Q4: 21,161 shares 21,161 $915K 0.02% 0 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST 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: 12,382 shares; 2025Q3: 12,338 shares; 2025Q4: 12,333 shares 12,333 $915K 0.02% -5 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: 25,208 shares; 2024Q4: 27,686 shares; 2025Q1: 21,499 shares; 2025Q2: 21,829 shares; 2025Q3: 20,797 shares; 2025Q4: 21,330 shares 21,330 $914K 0.02% +533 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS 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: 104,376 shares; 2025Q2: 104,367 shares; 2025Q3: 147,920 shares; 2025Q4: 147,878 shares 147,878 $912K 0.02% -42 Timeline IYK 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: 8,411 shares; 2024Q4: 11,309 shares; 2025Q1: 14,180 shares; 2025Q2: 12,431 shares; 2025Q3: 10,479 shares; 2025Q4: 13,605 shares 13,605 $910K 0.02% +3,126 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,135 shares; 2024Q4: 14,551 shares; 2025Q1: 13,511 shares; 2025Q2: 15,115 shares; 2025Q3: 11,742 shares; 2025Q4: 11,430 shares 11,430 $907K 0.02% -312 Timeline XSEP 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: 23,574 shares; 2024Q4: 23,274 shares; 2025Q1: 21,374 shares; 2025Q2: 21,374 shares; 2025Q3: 21,324 shares; 2025Q4: 21,324 shares 21,324 $904K 0.02% 0 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: 15,047 shares; 2024Q4: 15,859 shares; 2025Q1: 13,304 shares; 2025Q2: 13,638 shares; 2025Q3: 17,502 shares; 2025Q4: 17,768 shares 17,768 $902K 0.02% +266 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,117 shares; 2025Q2: 40,540 shares; 2025Q3: 37,239 shares; 2025Q4: 37,195 shares 37,195 $895K 0.02% -44 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS 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: 73,968 shares; 2025Q3: 115,659 shares; 2025Q4: 134,649 shares 134,649 $894K 0.02% +18,990 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,530 shares; 2024Q4: 66,369 shares; 2025Q1: 71,313 shares; 2025Q2: 74,881 shares; 2025Q3: 81,011 shares; 2025Q4: 83,843 shares 83,843 $891K 0.02% +2,832 Timeline FEPI 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: 12,369 shares; 2025Q4: 19,507 shares 19,507 $889K 0.02% +7,138 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: 14,206 shares; 2024Q4: 18,595 shares; 2025Q1: 17,456 shares; 2025Q2: 17,486 shares; 2025Q3: 20,181 shares; 2025Q4: 20,516 shares 20,516 $888K 0.02% +335 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,377 shares; 2025Q2: 113,453 shares; 2025Q3: 113,377 shares; 2025Q4: 113,377 shares 113,377 $888K 0.02% 0 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: 5,733 shares; 2024Q4: 5,595 shares; 2025Q1: 5,634 shares; 2025Q2: 5,978 shares; 2025Q3: 8,709 shares; 2025Q4: 8,925 shares 8,925 $886K 0.02% +216 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,654 shares 13,654 $886K 0.02% new Timeline FFND NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: 25,470 shares; 2025Q2: 28,637 shares; 2025Q3: 30,193 shares; 2025Q4: 29,395 shares 29,395 $884K 0.02% -798 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,856 shares; 2025Q1: 5,165 shares; 2025Q2: 4,862 shares; 2025Q3: 5,676 shares; 2025Q4: 5,458 shares 5,458 $882K 0.02% -218 Timeline SPAB 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: 29,939 shares; 2024Q4: 29,163 shares; 2025Q1: 29,867 shares; 2025Q2: 31,736 shares; 2025Q3: 34,043 shares; 2025Q4: 34,174 shares 34,174 $880K 0.02% +131 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: 2,287 shares; 2024Q4: 2,155 shares; 2025Q1: 2,367 shares; 2025Q2: 2,197 shares; 2025Q3: 2,279 shares; 2025Q4: 2,259 shares 2,259 $879K 0.02% -20 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,607 shares; 2024Q4: 16,654 shares; 2025Q1: 14,649 shares; 2025Q2: 14,421 shares; 2025Q3: 17,951 shares; 2025Q4: 19,812 shares 19,812 $875K 0.02% +1,861 Timeline XMAR 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: 25,101 shares; 2024Q4: 25,101 shares; 2025Q1: 24,701 shares; 2025Q2: 24,601 shares; 2025Q3: 24,201 shares; 2025Q4: 21,687 shares 21,687 $866K 0.02% -2,514 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: 25,288 shares; 2025Q4: 25,235 shares 25,235 $865K 0.02% -53 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,268 shares; 2024Q4: 129,718 shares; 2025Q1: 127,718 shares; 2025Q2: 111,467 shares; 2025Q3: 111,031 shares; 2025Q4: 82,757 shares 82,757 $864K 0.02% -28,274 FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,788 shares 21,788 $863K 0.02% 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: 9,208 shares; 2024Q4: 9,105 shares; 2025Q1: 9,362 shares; 2025Q2: 9,798 shares; 2025Q3: 6,985 shares; 2025Q4: 6,763 shares 6,763 $862K 0.02% -222 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,310 shares; 2024Q4: 17,207 shares; 2025Q1: 17,924 shares; 2025Q2: 17,912 shares; 2025Q3: 17,657 shares; 2025Q4: 17,940 shares 17,940 $861K 0.02% +283 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 760 shares; 2025Q1: 479 shares; 2025Q2: 470 shares; 2025Q3: 663 shares; 2025Q4: 852 shares 852 $860K 0.02% +189 Timeline VNQ 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: 8,132 shares; 2024Q4: 6,541 shares; 2025Q1: 7,063 shares; 2025Q2: 9,090 shares; 2025Q3: 9,288 shares; 2025Q4: 9,707 shares 9,707 $859K 0.02% +419 Timeline AVEM 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: 6,374 shares; 2024Q4: 6,381 shares; 2025Q1: 6,115 shares; 2025Q2: 5,819 shares; 2025Q3: 7,375 shares; 2025Q4: 11,091 shares 11,091 $854K 0.02% +3,716 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS 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: 31,578 shares; 2025Q4: 31,612 shares 31,612 $853K 0.02% +34 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: 10,188 shares; 2025Q4: 11,901 shares 11,901 $852K 0.02% +1,713 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,283 shares; 2025Q1: 11,159 shares; 2025Q2: 10,915 shares; 2025Q3: 11,701 shares; 2025Q4: 11,766 shares 11,766 $849K 0.02% +65 Timeline HYBB 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: 21,764 shares; 2024Q4: 24,244 shares; 2025Q1: 15,147 shares; 2025Q2: 16,666 shares; 2025Q3: 18,986 shares; 2025Q4: 18,007 shares 18,007 $849K 0.02% -979 Timeline MSTB 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: 24,045 shares; 2024Q4: 22,740 shares; 2025Q1: 22,830 shares; 2025Q2: 21,238 shares; 2025Q3: 21,209 shares; 2025Q4: 21,230 shares 21,230 $848K 0.02% +21 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: not reported; 2024Q4: not reported; 2025Q1: 5,693 shares; 2025Q2: 8,491 shares; 2025Q3: 6,407 shares; 2025Q4: 6,353 shares 6,353 $843K 0.02% -54 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 5,607 shares; 2025Q4: 5,607 shares 5,607 $842K 0.02% 0 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: 18,222 shares; 2024Q4: 17,566 shares; 2025Q1: 21,142 shares; 2025Q2: 21,744 shares; 2025Q3: 21,530 shares; 2025Q4: 22,706 shares 22,706 $840K 0.02% +1,176 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,570 shares; 2025Q3: 64,800 shares; 2025Q4: 64,841 shares 64,841 $836K 0.02% +41 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: 16,902 shares; 2025Q4: 16,902 shares 16,902 $835K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 12,884 shares; 2025Q2: 24,799 shares; 2025Q3: 22,642 shares; 2025Q4: 23,044 shares 23,044 $835K 0.02% +402 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 5,583 shares; 2025Q1: 7,179 shares; 2025Q2: 7,701 shares; 2025Q3: 6,497 shares; 2025Q4: 6,135 shares 6,135 $835K 0.02% -362 Timeline RYLG 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: 23,200 shares; 2025Q2: 27,800 shares; 2025Q3: 36,400 shares; 2025Q4: 37,640 shares 37,640 $833K 0.02% +1,240 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,921 shares; 2025Q4: 42,912 shares 42,912 $831K 0.02% -9 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 3,957 shares; 2025Q1: 4,061 shares; 2025Q2: 3,974 shares; 2025Q3: 4,055 shares; 2025Q4: 4,049 shares 4,049 $831K 0.02% -6 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: 4,231 shares; 2024Q4: 4,206 shares; 2025Q1: 4,263 shares; 2025Q2: 4,100 shares; 2025Q3: 4,141 shares; 2025Q4: 4,725 shares 4,725 $830K 0.02% +584 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,249 shares; 2024Q4: 12,249 shares; 2025Q1: 12,249 shares; 2025Q2: 12,249 shares; 2025Q3: 21,109 shares; 2025Q4: 21,109 shares 21,109 $829K 0.02% 0 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: 4,146 shares; 2024Q4: 4,062 shares; 2025Q1: 4,550 shares; 2025Q2: 4,418 shares; 2025Q3: 4,139 shares; 2025Q4: 4,113 shares 4,113 $829K 0.02% -26 Timeline FNOV 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: 15,091 shares 15,091 $827K 0.02% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,380 shares; 2025Q1: 5,380 shares; 2025Q2: 5,431 shares; 2025Q3: 4,915 shares; 2025Q4: 4,915 shares 4,915 $827K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 3,963 shares; 2025Q1: 4,068 shares; 2025Q2: 4,576 shares; 2025Q3: 4,159 shares; 2025Q4: 4,222 shares 4,222 $824K 0.02% +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: 15,367 shares; 2024Q4: 8,420 shares; 2025Q1: 7,864 shares; 2025Q2: 8,265 shares; 2025Q3: 10,139 shares; 2025Q4: 10,393 shares 10,393 $821K 0.02% +254 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,780 shares; 2024Q4: 8,883 shares; 2025Q1: 10,352 shares; 2025Q2: 11,067 shares; 2025Q3: 11,438 shares; 2025Q4: 11,168 shares 11,168 $821K 0.02% -270 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,992 shares; 2024Q4: 20,167 shares; 2025Q1: 20,021 shares; 2025Q2: 19,973 shares; 2025Q3: 20,644 shares; 2025Q4: 20,784 shares 20,784 $819K 0.02% +140 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,846 shares; 2024Q4: 24,252 shares; 2025Q1: 21,029 shares; 2025Q2: 25,613 shares; 2025Q3: 24,036 shares; 2025Q4: 21,707 shares 21,707 $812K 0.02% -2,329 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 15,730 shares; 2025Q1: 14,139 shares; 2025Q2: 15,085 shares; 2025Q3: 13,884 shares; 2025Q4: 12,980 shares 12,980 $807K 0.02% -904 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,325 shares 7,325 $806K 0.02% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,115 shares; 2025Q1: 2,746 shares; 2025Q2: 2,479 shares; 2025Q3: 2,843 shares; 2025Q4: 2,951 shares 2,951 $806K 0.02% +108 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,163 shares; 2025Q1: 2,025 shares; 2025Q2: 2,370 shares; 2025Q3: 2,258 shares; 2025Q4: 2,290 shares 2,290 $803K 0.02% +32 Timeline OUSM 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: 11,516 shares; 2024Q4: 14,046 shares; 2025Q1: 15,448 shares; 2025Q2: 19,060 shares; 2025Q3: 18,881 shares; 2025Q4: 18,335 shares 18,335 $802K 0.02% -546 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,374 shares; 2025Q2: 54,328 shares; 2025Q3: 18,960 shares; 2025Q4: 18,843 shares 18,843 $801K 0.02% -117 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,766 shares; 2025Q2: 10,959 shares; 2025Q3: 18,532 shares; 2025Q4: 28,433 shares 28,433 $801K 0.02% +9,901 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,471 shares; 2024Q4: 60,251 shares; 2025Q1: 61,138 shares; 2025Q2: 62,950 shares; 2025Q3: 64,365 shares; 2025Q4: 67,729 shares 67,729 $800K 0.02% +3,364 Timeline FJAN 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: 10,911 shares; 2024Q4: 10,981 shares; 2025Q1: 15,661 shares; 2025Q2: 15,646 shares; 2025Q3: 15,386 shares; 2025Q4: 15,386 shares 15,386 $796K 0.02% 0 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: 7,189 shares; 2024Q4: 9,121 shares; 2025Q1: 9,205 shares; 2025Q2: 9,236 shares; 2025Q3: 9,112 shares; 2025Q4: 10,038 shares 10,038 $792K 0.02% +926 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: 4,542 shares; 2024Q4: 4,222 shares; 2025Q1: 4,215 shares; 2025Q2: 4,783 shares; 2025Q3: 4,465 shares; 2025Q4: 4,375 shares 4,375 $788K 0.02% -90 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: 15,363 shares; 2024Q4: 15,592 shares; 2025Q1: 15,835 shares; 2025Q2: 15,295 shares; 2025Q3: 13,258 shares; 2025Q4: 13,083 shares 13,083 $787K 0.02% -175 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 659 shares; 2025Q1: 757 shares; 2025Q2: 761 shares; 2025Q3: 829 shares; 2025Q4: 895 shares 895 $787K 0.02% +66 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: 4,407 shares; 2024Q4: 3,333 shares; 2025Q1: 6,355 shares; 2025Q2: 6,591 shares; 2025Q3: 6,043 shares; 2025Q4: 7,236 shares 7,236 $784K 0.02% +1,193 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: 31,302 shares; 2024Q4: 33,523 shares; 2025Q1: 12,761 shares; 2025Q2: 12,951 shares; 2025Q3: 13,260 shares; 2025Q4: 13,063 shares 13,063 $783K 0.02% -197 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,831 shares; 2024Q4: 22,834 shares; 2025Q1: 22,710 shares; 2025Q2: 22,707 shares; 2025Q3: 20,450 shares; 2025Q4: 16,034 shares 16,034 $782K 0.02% -4,416 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,426 shares; 2025Q4: 26,806 shares 26,806 $779K 0.02% +380 Timeline MARA MARA HOLDINGS INC More: the full row for MARA 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: 92,148 shares; 2025Q4: 86,106 shares 86,106 $773K 0.02% -6,042 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: 26,826 shares; 2024Q4: 26,287 shares; 2025Q1: 26,343 shares; 2025Q2: 27,828 shares; 2025Q3: 27,899 shares; 2025Q4: 25,865 shares 25,865 $773K 0.02% -2,034 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,990 shares; 2025Q3: 70,556 shares; 2025Q4: 36,723 shares 36,723 $771K 0.02% -33,833 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 4,529 shares; 2025Q3: 4,227 shares; 2025Q4: 5,288 shares 5,288 $769K 0.02% +1,061 Timeline ILF 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: 26,273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,191 shares 25,191 $767K 0.02% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,028 shares; 2024Q4: 31,963 shares; 2025Q1: 33,715 shares; 2025Q2: 33,562 shares; 2025Q3: 39,619 shares; 2025Q4: 51,192 shares 51,192 $765K 0.02% +11,573 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: 10,036 shares; 2024Q4: 10,052 shares; 2025Q1: 10,083 shares; 2025Q2: 10,229 shares; 2025Q3: 7,547 shares; 2025Q4: 11,701 shares 11,701 $762K 0.02% +4,154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,912 shares; 2025Q4: 5,253 shares 5,253 $760K 0.02% +341 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 55,336 shares; 2025Q4: 53,549 shares 53,549 $759K 0.02% -1,787 Timeline RPG 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: 20,550 shares; 2024Q4: 19,996 shares; 2025Q1: 18,252 shares; 2025Q2: 17,196 shares; 2025Q3: 16,473 shares; 2025Q4: 16,191 shares 16,191 $756K 0.02% -282 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: 371 shares; 2024Q4: 356 shares; 2025Q1: 424 shares; 2025Q2: 8,864 shares; 2025Q3: 8,992 shares; 2025Q4: 8,284 shares 8,284 $756K 0.02% -708 Timeline BYLD 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: 18,552 shares; 2025Q4: 33,122 shares 33,122 $754K 0.02% +14,570 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: 26,651 shares; 2024Q4: 26,442 shares; 2025Q1: 30,189 shares; 2025Q2: 30,343 shares; 2025Q3: 33,504 shares; 2025Q4: 33,670 shares 33,670 $753K 0.02% +166 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: 9,883 shares; 2024Q4: 9,629 shares; 2025Q1: 9,369 shares; 2025Q2: 8,000 shares; 2025Q3: 13,072 shares; 2025Q4: 17,134 shares 17,134 $753K 0.02% +4,062 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,740 shares; 2025Q1: 5,383 shares; 2025Q2: 4,577 shares; 2025Q3: 4,889 shares; 2025Q4: 4,645 shares 4,645 $752K 0.02% -244 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: 7,116 shares; 2024Q4: 7,178 shares; 2025Q1: 4,687 shares; 2025Q2: 4,376 shares; 2025Q3: 7,263 shares; 2025Q4: 7,883 shares 7,883 $752K 0.02% +620 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,864 shares; 2024Q4: 13,700 shares; 2025Q1: 10,363 shares; 2025Q2: 10,346 shares; 2025Q3: 10,358 shares; 2025Q4: 9,085 shares 9,085 $751K 0.02% -1,273 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: 7,393 shares; 2024Q4: 7,078 shares; 2025Q1: 6,938 shares; 2025Q2: 5,828 shares; 2025Q3: 4,863 shares; 2025Q4: 4,474 shares 4,474 $742K 0.02% -389 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,065 shares; 2024Q4: 65,754 shares; 2025Q1: 65,616 shares; 2025Q2: 65,616 shares; 2025Q3: 41,543 shares; 2025Q4: 24,999 shares 24,999 $741K 0.02% -16,544 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,875 shares; 2024Q4: 47,859 shares; 2025Q1: 48,557 shares; 2025Q2: 48,777 shares; 2025Q3: 46,251 shares; 2025Q4: 51,668 shares 51,668 $740K 0.02% +5,417 Timeline DGRW 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: 7,971 shares; 2024Q4: 9,357 shares; 2025Q1: 5,853 shares; 2025Q2: 7,215 shares; 2025Q3: 7,156 shares; 2025Q4: 8,252 shares 8,252 $738K 0.02% +1,096 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,498 shares 45,498 $737K 0.02% new 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: 864 shares; 2024Q4: 853 shares; 2025Q1: 775 shares; 2025Q2: 1,380 shares; 2025Q3: 1,484 shares; 2025Q4: 1,440 shares 1,440 $736K 0.02% -44 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 7,238 shares; 2025Q1: 7,238 shares; 2025Q2: 7,249 shares; 2025Q3: 11,001 shares; 2025Q4: 14,964 shares 14,964 $733K 0.02% +3,963 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: 2,881 shares; 2024Q4: 3,092 shares; 2025Q1: 3,569 shares; 2025Q2: 3,687 shares; 2025Q3: 4,425 shares; 2025Q4: 3,944 shares 3,944 $732K 0.02% -481 Timeline CNEQ 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: 16,779 shares; 2025Q4: 21,145 shares 21,145 $727K 0.02% +4,366 Timeline AMLP 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: 15,583 shares; 2024Q4: 9,154 shares; 2025Q1: 8,382 shares; 2025Q2: 8,390 shares; 2025Q3: 18,583 shares; 2025Q4: 15,391 shares 15,391 $724K 0.02% -3,192 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,700 shares; 2024Q4: 32,051 shares; 2025Q1: 32,907 shares; 2025Q2: 32,658 shares; 2025Q3: 31,678 shares; 2025Q4: 28,907 shares 28,907 $723K 0.02% -2,771 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: 1,261 shares; 2024Q4: not reported; 2025Q1: 1,538 shares; 2025Q2: 2,290 shares; 2025Q3: 1,956 shares; 2025Q4: 3,358 shares 3,358 $719K 0.02% +1,402 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,309 shares; 2024Q4: 18,316 shares; 2025Q1: 19,609 shares; 2025Q2: 21,654 shares; 2025Q3: 20,492 shares; 2025Q4: 18,230 shares 18,230 $714K 0.02% -2,262 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER 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: 30,567 shares; 2025Q2: 30,585 shares; 2025Q3: 40,974 shares; 2025Q4: 40,974 shares 40,974 $713K 0.02% 0 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,757 shares 36,757 $703K 0.02% new Timeline NUSC 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: 12,874 shares; 2024Q4: 12,529 shares; 2025Q1: 17,372 shares; 2025Q2: 16,624 shares; 2025Q3: 16,225 shares; 2025Q4: 15,699 shares 15,699 $701K 0.02% -526 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: 934 shares; 2024Q4: 968 shares; 2025Q1: 1,069 shares; 2025Q2: 1,133 shares; 2025Q3: 1,157 shares; 2025Q4: 1,492 shares 1,492 $701K 0.02% +335 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 5,793 shares; 2025Q1: 4,931 shares; 2025Q2: 4,031 shares; 2025Q3: 4,020 shares; 2025Q4: 3,012 shares 3,012 $700K 0.02% -1,008 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,187 shares; 2024Q4: 25,612 shares; 2025Q1: 23,740 shares; 2025Q2: 21,272 shares; 2025Q3: 21,436 shares; 2025Q4: 15,254 shares 15,254 $700K 0.02% -6,182 Timeline JAVA 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: 72,894 shares; 2024Q4: 74,015 shares; 2025Q1: 10,978 shares; 2025Q2: 10,371 shares; 2025Q3: 9,974 shares; 2025Q4: 9,743 shares 9,743 $699K 0.01% -231 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 1,894 shares; 2025Q1: 2,770 shares; 2025Q2: 1,520 shares; 2025Q3: 1,365 shares; 2025Q4: 1,453 shares 1,453 $698K 0.01% +88 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,195 shares; 2024Q4: 84,713 shares; 2025Q1: 85,678 shares; 2025Q2: 91,896 shares; 2025Q3: 88,977 shares; 2025Q4: 90,728 shares 90,728 $695K 0.01% +1,751 Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,535 shares; 2025Q3: 25,485 shares; 2025Q4: 25,485 shares 25,485 $695K 0.01% 0 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: 7,954 shares; 2024Q4: 6,895 shares; 2025Q1: 7,584 shares; 2025Q2: 6,665 shares; 2025Q3: 7,138 shares; 2025Q4: 11,798 shares 11,798 $689K 0.01% +4,660 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,151 shares; 2025Q2: 5,850 shares; 2025Q3: 5,856 shares; 2025Q4: 5,763 shares 5,763 $688K 0.01% -93 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,104 shares; 2025Q4: 32,867 shares 32,867 $687K 0.01% -4,237 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: 3,025 shares; 2024Q4: 3,177 shares; 2025Q1: 2,552 shares; 2025Q2: 2,907 shares; 2025Q3: 4,411 shares; 2025Q4: 4,381 shares 4,381 $686K 0.01% -30 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,699 shares; 2025Q3: 8,678 shares; 2025Q4: 12,681 shares 12,681 $685K 0.01% +4,003 Timeline BSRR SIERRA BANCORP More: the full row for SIERRA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,951 shares; 2024Q4: 28,951 shares; 2025Q1: 25,951 shares; 2025Q2: 25,951 shares; 2025Q3: 24,951 shares; 2025Q4: 20,951 shares 20,951 $685K 0.01% -4,000 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,478 shares 8,478 $685K 0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,690 shares; 2025Q4: 7,871 shares 7,871 $684K 0.01% +1,181 Timeline TJAN 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: 25,017 shares; 2025Q2: 25,017 shares; 2025Q3: 25,017 shares; 2025Q4: 25,017 shares 25,017 $684K 0.01% 0 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: 10,123 shares; 2024Q4: 7,429 shares; 2025Q1: 8,590 shares; 2025Q2: 10,515 shares; 2025Q3: 9,087 shares; 2025Q4: 9,277 shares 9,277 $684K 0.01% +190 Timeline DFGP 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: 9,244 shares; 2025Q2: 10,731 shares; 2025Q3: 11,988 shares; 2025Q4: 12,613 shares 12,613 $682K 0.01% +625 Timeline PDEC 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: 7,223 shares; 2024Q4: 15,009 shares; 2025Q1: 20,786 shares; 2025Q2: 5,876 shares; 2025Q3: 10,510 shares; 2025Q4: 15,720 shares 15,720 $682K 0.01% +5,210 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,877 shares; 2025Q1: 11,238 shares; 2025Q2: 15,926 shares; 2025Q3: 11,743 shares; 2025Q4: 11,983 shares 11,983 $678K 0.01% +240 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,706 shares 19,706 $678K 0.01% new 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: 14,463 shares; 2024Q4: 13,339 shares; 2025Q1: 10,329 shares; 2025Q2: 9,019 shares; 2025Q3: 8,773 shares; 2025Q4: 11,169 shares 11,169 $674K 0.01% +2,396 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: 10,469 shares; 2024Q4: not reported; 2025Q1: 5,137 shares; 2025Q2: 6,848 shares; 2025Q3: 7,015 shares; 2025Q4: 7,653 shares 7,653 $670K 0.01% +638 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 8,967 shares; 2025Q1: 8,323 shares; 2025Q2: 8,299 shares; 2025Q3: 8,374 shares; 2025Q4: 8,375 shares 8,375 $669K 0.01% +1 Timeline KBE 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: 5,673 shares; 2024Q4: 11,116 shares; 2025Q1: 11,053 shares; 2025Q2: 10,837 shares; 2025Q3: 16,398 shares; 2025Q4: 11,017 shares 11,017 $669K 0.01% -5,381 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 10,450 shares; 2025Q1: 8,962 shares; 2025Q2: 16,190 shares; 2025Q3: 16,190 shares; 2025Q4: 16,190 shares 16,190 $669K 0.01% 0 Timeline BUXX 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: 40,775 shares; 2024Q4: 171,397 shares; 2025Q1: 192,683 shares; 2025Q2: 246,128 shares; 2025Q3: 30,608 shares; 2025Q4: 32,916 shares 32,916 $666K 0.01% +2,308 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: 14,646 shares; 2024Q4: 11,964 shares; 2025Q1: 29,865 shares; 2025Q2: 36,840 shares; 2025Q3: 38,416 shares; 2025Q4: 38,416 shares 38,416 $665K 0.01% 0 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: 3,716 shares; 2024Q4: 3,938 shares; 2025Q1: 2,979 shares; 2025Q2: 3,959 shares; 2025Q3: 3,777 shares; 2025Q4: 3,422 shares 3,422 $664K 0.01% -355 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: 3,337 shares; 2024Q4: 2,984 shares; 2025Q1: 6,390 shares; 2025Q2: 6,589 shares; 2025Q3: 8,008 shares; 2025Q4: 8,098 shares 8,098 $664K 0.01% +90 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: 10,856 shares; 2024Q4: 10,834 shares; 2025Q1: 9,148 shares; 2025Q2: 8,681 shares; 2025Q3: 8,457 shares; 2025Q4: 8,553 shares 8,553 $663K 0.01% +96 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: 13,361 shares; 2024Q4: 9,675 shares; 2025Q1: 9,528 shares; 2025Q2: 9,558 shares; 2025Q3: 8,821 shares; 2025Q4: 9,013 shares 9,013 $662K 0.01% +192 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,301 shares; 2024Q4: 6,576 shares; 2025Q1: 6,436 shares; 2025Q2: 6,151 shares; 2025Q3: 5,982 shares; 2025Q4: 5,917 shares 5,917 $661K 0.01% -65 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,646 shares; 2025Q3: 4,457 shares; 2025Q4: 6,288 shares 6,288 $660K 0.01% +1,831 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: 9,844 shares; 2024Q4: 6,316 shares; 2025Q1: 7,670 shares; 2025Q2: 8,328 shares; 2025Q3: 7,977 shares; 2025Q4: 8,239 shares 8,239 $659K 0.01% +262 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: 33,309 shares; 2024Q4: 34,871 shares; 2025Q1: 35,289 shares; 2025Q2: 36,627 shares; 2025Q3: 35,977 shares; 2025Q4: 36,608 shares 36,608 $659K 0.01% +631 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,218 shares; 2024Q4: 14,244 shares; 2025Q1: 14,279 shares; 2025Q2: 14,405 shares; 2025Q3: 16,929 shares; 2025Q4: 16,958 shares 16,958 $653K 0.01% +29 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: 27,681 shares; 2024Q4: 25,402 shares; 2025Q1: 24,543 shares; 2025Q2: 24,375 shares; 2025Q3: 23,311 shares; 2025Q4: 22,901 shares 22,901 $652K 0.01% -410 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 2,116 shares; 2025Q3: 2,384 shares; 2025Q4: 2,690 shares 2,690 $652K 0.01% +306 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,171 shares; 2025Q2: 14,171 shares; 2025Q3: 14,171 shares; 2025Q4: 14,171 shares 14,171 $647K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,300 shares; 2025Q1: 3,073 shares; 2025Q2: 3,052 shares; 2025Q3: 3,486 shares; 2025Q4: 3,516 shares 3,516 $647K 0.01% +30 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,205 shares; 2025Q1: 1,286 shares; 2025Q2: 1,357 shares; 2025Q3: 1,273 shares; 2025Q4: 1,265 shares 1,265 $646K 0.01% -8 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,629 shares; 2024Q4: 37,814 shares; 2025Q1: 36,808 shares; 2025Q2: 35,531 shares; 2025Q3: 36,823 shares; 2025Q4: 35,437 shares 35,437 $646K 0.01% -1,386 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 7,302 shares; 2025Q1: 7,394 shares; 2025Q2: 7,436 shares; 2025Q3: 7,447 shares; 2025Q4: 7,482 shares 7,482 $645K 0.01% +35 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: 14,815 shares; 2024Q4: 16,096 shares; 2025Q1: 15,873 shares; 2025Q2: 22,809 shares; 2025Q3: 27,507 shares; 2025Q4: 26,551 shares 26,551 $644K 0.01% -956 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,463 shares; 2024Q4: 28,176 shares; 2025Q1: 26,336 shares; 2025Q2: 28,674 shares; 2025Q3: 28,381 shares; 2025Q4: 28,851 shares 28,851 $640K 0.01% +470 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 7,803 shares; 2025Q1: 10,763 shares; 2025Q2: 7,662 shares; 2025Q3: 8,326 shares; 2025Q4: 8,249 shares 8,249 $638K 0.01% -77 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: 1,446 shares; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 804 shares; 2025Q4: 943 shares 943 $635K 0.01% +139 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,950 shares; 2024Q4: 13,911 shares; 2025Q1: 15,451 shares; 2025Q2: 15,488 shares; 2025Q3: 13,977 shares; 2025Q4: 13,977 shares 13,977 $633K 0.01% 0 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: 35,779 shares; 2024Q4: 25,192 shares; 2025Q1: 21,797 shares; 2025Q2: 19,572 shares; 2025Q3: 17,291 shares; 2025Q4: 21,952 shares 21,952 $633K 0.01% +4,661 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: 11,270 shares; 2024Q4: 9,923 shares; 2025Q1: 9,923 shares; 2025Q2: 9,156 shares; 2025Q3: 11,996 shares; 2025Q4: 11,921 shares 11,921 $631K 0.01% -75 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 2,926 shares; 2025Q1: 2,934 shares; 2025Q2: 2,816 shares; 2025Q3: 2,831 shares; 2025Q4: 6,920 shares 6,920 $631K 0.01% +4,089 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: 3,561 shares; 2024Q4: 3,068 shares; 2025Q1: 2,889 shares; 2025Q2: 2,419 shares; 2025Q3: 2,396 shares; 2025Q4: 2,183 shares 2,183 $631K 0.01% -213 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: 40,617 shares; 2024Q4: 32,141 shares; 2025Q1: 17,675 shares; 2025Q2: 17,661 shares; 2025Q3: 17,491 shares; 2025Q4: 18,608 shares 18,608 $629K 0.01% +1,117 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,829 shares; 2025Q1: 4,531 shares; 2025Q2: 4,533 shares; 2025Q3: 6,878 shares; 2025Q4: 6,883 shares 6,883 $629K 0.01% +5 Timeline LGLV 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: 3,846 shares; 2024Q4: 3,829 shares; 2025Q1: 3,571 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares 3,561 $625K 0.01% 0 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,213 shares; 2025Q3: 15,213 shares; 2025Q4: 27,375 shares 27,375 $621K 0.01% +12,162 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: 1,258 shares; 2024Q4: 1,394 shares; 2025Q1: 1,545 shares; 2025Q2: 2,191 shares; 2025Q3: 2,380 shares; 2025Q4: 2,399 shares 2,399 $620K 0.01% +19 Timeline CGSD 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: 47,596 shares; 2024Q4: 34,517 shares; 2025Q1: 32,219 shares; 2025Q2: 30,733 shares; 2025Q3: 23,734 shares; 2025Q4: 23,769 shares 23,769 $618K 0.01% +35 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 6,162 shares; 2025Q1: 5,984 shares; 2025Q2: 6,043 shares; 2025Q3: 6,102 shares; 2025Q4: 6,010 shares 6,010 $618K 0.01% -92 Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,905 shares; 2024Q4: 22,068 shares; 2025Q1: 22,275 shares; 2025Q2: 22,458 shares; 2025Q3: 22,710 shares; 2025Q4: 22,710 shares 22,710 $617K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 1,490 shares; 2025Q1: 1,659 shares; 2025Q2: 1,622 shares; 2025Q3: 1,385 shares; 2025Q4: 1,181 shares 1,181 $617K 0.01% -204 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: 12,970 shares; 2024Q4: 12,457 shares; 2025Q1: 3,818 shares; 2025Q2: 3,948 shares; 2025Q3: 6,421 shares; 2025Q4: 4,208 shares 4,208 $617K 0.01% -2,213 Timeline BKCH 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: 7,550 shares; 2025Q1: 19,350 shares; 2025Q2: 18,635 shares; 2025Q3: 9,646 shares; 2025Q4: 9,646 shares 9,646 $616K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,393 shares; 2025Q3: 12,229 shares; 2025Q4: 13,451 shares 13,451 $613K 0.01% +1,222 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 9,934 shares; 2025Q1: 16,608 shares; 2025Q2: 7,663 shares; 2025Q3: 8,688 shares; 2025Q4: 8,243 shares 8,243 $612K 0.01% -445 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,336 shares 11,336 $611K 0.01% new Timeline GOCT 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: 6,747 shares; 2024Q4: 6,647 shares; 2025Q1: 6,647 shares; 2025Q2: 6,647 shares; 2025Q3: 15,431 shares; 2025Q4: 15,559 shares 15,559 $611K 0.01% +128 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 6,060 shares; 2025Q1: 6,160 shares; 2025Q2: 9,793 shares; 2025Q3: 15,161 shares; 2025Q4: 15,453 shares 15,453 $610K 0.01% +292 Timeline JULM 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: 20,514 shares; 2024Q4: 19,514 shares; 2025Q1: 19,079 shares; 2025Q2: 19,079 shares; 2025Q3: 19,079 shares; 2025Q4: 18,104 shares 18,104 $608K 0.01% -975 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 788 shares; 2025Q1: 780 shares; 2025Q2: 899 shares; 2025Q3: 802 shares; 2025Q4: 793 shares 793 $608K 0.01% -9 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 11,785 shares; 2025Q1: 11,370 shares; 2025Q2: 12,611 shares; 2025Q3: 11,879 shares; 2025Q4: 12,139 shares 12,139 $607K 0.01% +260 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: 9,217 shares 9,217 $603K 0.01% new Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,862 shares; 2025Q1: 9,400 shares; 2025Q2: 11,214 shares; 2025Q3: not reported; 2025Q4: 5,705 shares 5,705 $603K 0.01% new Timeline BDEC 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: 7,192 shares; 2024Q4: 7,192 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares; 2025Q3: 11,116 shares; 2025Q4: 12,130 shares 12,130 $601K 0.01% +1,014 Timeline IYJ 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: 5,332 shares; 2024Q4: 5,332 shares; 2025Q1: 5,173 shares; 2025Q2: 5,821 shares; 2025Q3: 4,072 shares; 2025Q4: 4,057 shares 4,057 $601K 0.01% -15 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,971 shares; 2024Q4: 43,977 shares; 2025Q1: 47,486 shares; 2025Q2: 47,496 shares; 2025Q3: 47,505 shares; 2025Q4: 48,516 shares 48,516 $601K 0.01% +1,011 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: 3,736 shares; 2024Q4: 3,757 shares; 2025Q1: 839 shares; 2025Q2: 843 shares; 2025Q3: 1,013 shares; 2025Q4: 993 shares 993 $599K 0.01% -20 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,741 shares; 2024Q4: 11,461 shares; 2025Q1: 10,925 shares; 2025Q2: 10,479 shares; 2025Q3: 11,330 shares; 2025Q4: 11,104 shares 11,104 $598K 0.01% -226 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 876 shares; 2025Q1: 2,595 shares; 2025Q2: 2,741 shares; 2025Q3: 2,572 shares; 2025Q4: 2,481 shares 2,481 $598K 0.01% -91 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: 3,765 shares; 2024Q4: 4,880 shares; 2025Q1: 6,176 shares; 2025Q2: 7,136 shares; 2025Q3: 7,136 shares; 2025Q4: 7,243 shares 7,243 $597K 0.01% +107 Timeline SCZ 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: 21,460 shares; 2024Q4: 20,495 shares; 2025Q1: 11,935 shares; 2025Q2: 7,830 shares; 2025Q3: 7,695 shares; 2025Q4: 7,698 shares 7,698 $597K 0.01% +3 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,081 shares; 2025Q1: 1,662 shares; 2025Q2: 1,858 shares; 2025Q3: 2,541 shares; 2025Q4: 2,856 shares 2,856 $596K 0.01% +315 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,299 shares; 2024Q4: 8,299 shares; 2025Q1: 8,299 shares; 2025Q2: 8,299 shares; 2025Q3: 11,555 shares; 2025Q4: 11,555 shares 11,555 $596K 0.01% 0 Timeline EBUF 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: 45,708 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,769 shares; 2025Q4: 20,733 shares 20,733 $595K 0.01% -36 Timeline SLX 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: 7,015 shares 7,015 $595K 0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 955 shares; 2025Q1: 1,105 shares; 2025Q2: 1,149 shares; 2025Q3: 1,139 shares; 2025Q4: 1,116 shares 1,116 $595K 0.01% -23 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,054 shares; 2025Q1: 1,101 shares; 2025Q2: 1,876 shares; 2025Q3: 1,991 shares; 2025Q4: 2,049 shares 2,049 $594K 0.01% +58 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,504 shares; 2024Q4: 16,213 shares; 2025Q1: 15,763 shares; 2025Q2: 15,763 shares; 2025Q3: 15,363 shares; 2025Q4: 18,270 shares 18,270 $594K 0.01% +2,907 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,582 shares; 2025Q4: 7,469 shares 7,469 $592K 0.01% -113 Timeline LDSF 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: 40,227 shares; 2024Q4: 178,173 shares; 2025Q1: 214,095 shares; 2025Q2: 61,403 shares; 2025Q3: 30,788 shares; 2025Q4: 30,788 shares 30,788 $590K 0.01% 0 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: 1,866 shares; 2024Q4: 2,331 shares; 2025Q1: 2,673 shares; 2025Q2: 2,029 shares; 2025Q3: 2,025 shares; 2025Q4: 2,830 shares 2,830 $589K 0.01% +805 Timeline CGIE 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: 15,096 shares; 2025Q2: 15,850 shares; 2025Q3: 16,880 shares; 2025Q4: 16,882 shares 16,882 $588K 0.01% +2 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,722 shares; 2024Q4: 23,816 shares; 2025Q1: 23,979 shares; 2025Q2: 24,362 shares; 2025Q3: 24,416 shares; 2025Q4: 24,834 shares 24,834 $588K 0.01% +418 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,740 shares; 2025Q1: 9,440 shares; 2025Q2: 10,291 shares; 2025Q3: 10,291 shares; 2025Q4: 10,291 shares 10,291 $587K 0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,235 shares; 2025Q4: 117,209 shares 117,209 $585K 0.01% -26 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares 4,713 $581K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 1,219 shares; 2025Q4: 960 shares 960 $581K 0.01% -259 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,407 shares; 2025Q4: 7,886 shares 7,886 $581K 0.01% +2,479 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 12,555 shares; 2025Q1: 12,355 shares; 2025Q2: 12,163 shares; 2025Q3: 12,163 shares; 2025Q4: 12,163 shares 12,163 $579K 0.01% 0 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: 2,251 shares; 2024Q4: 3,166 shares; 2025Q1: 2,681 shares; 2025Q2: 1,466 shares; 2025Q3: 2,481 shares; 2025Q4: 2,808 shares 2,808 $577K 0.01% +327 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,348 shares; 2025Q1: 3,271 shares; 2025Q2: 7,384 shares; 2025Q3: 7,398 shares; 2025Q4: 7,612 shares 7,612 $577K 0.01% +214 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,225 shares; 2025Q1: 1,263 shares; 2025Q2: 1,213 shares; 2025Q3: 1,496 shares; 2025Q4: 1,297 shares 1,297 $577K 0.01% -199 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: 1,597 shares; 2024Q4: 1,790 shares; 2025Q1: 1,960 shares; 2025Q2: 1,991 shares; 2025Q3: 2,158 shares; 2025Q4: 2,227 shares 2,227 $576K 0.01% +69 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,924 shares; 2025Q3: 8,596 shares; 2025Q4: 8,004 shares 8,004 $574K 0.01% -592 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: 10,156 shares; 2025Q2: 12,071 shares; 2025Q3: 12,739 shares; 2025Q4: 12,888 shares 12,888 $574K 0.01% +149 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,345 shares; 2025Q4: 3,976 shares 3,976 $572K 0.01% +2,631 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 1,985 shares; 2025Q1: 2,149 shares; 2025Q2: 2,324 shares; 2025Q3: 2,304 shares; 2025Q4: 2,320 shares 2,320 $571K 0.01% +16 Timeline FTMS 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: 57,531 shares 57,531 $571K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,827 shares; 2024Q4: 8,889 shares; 2025Q1: 8,903 shares; 2025Q2: 3,874 shares; 2025Q3: 3,968 shares; 2025Q4: 4,136 shares 4,136 $570K 0.01% +168 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,813 shares; 2024Q4: 31,912 shares; 2025Q1: 32,337 shares; 2025Q2: 46,539 shares; 2025Q3: 36,170 shares; 2025Q4: 36,421 shares 36,421 $568K 0.01% +251 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,940 shares; 2025Q1: 2,415 shares; 2025Q2: 2,723 shares; 2025Q3: 2,567 shares; 2025Q4: 2,538 shares 2,538 $566K 0.01% -29 Timeline XYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,400 shares; 2025Q2: 19,440 shares; 2025Q3: 20,590 shares; 2025Q4: 20,490 shares 20,490 $563K 0.01% -100 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,921 shares; 2025Q1: 5,173 shares; 2025Q2: 5,898 shares; 2025Q3: 7,659 shares; 2025Q4: 8,383 shares 8,383 $562K 0.01% +724 Timeline BUFD 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: 19,135 shares; 2024Q4: 17,265 shares; 2025Q1: 17,345 shares; 2025Q2: 14,995 shares; 2025Q3: 19,745 shares; 2025Q4: 19,815 shares 19,815 $560K 0.01% +70 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: 4,327 shares; 2024Q4: 4,171 shares; 2025Q1: 3,485 shares; 2025Q2: 3,226 shares; 2025Q3: 2,731 shares; 2025Q4: 2,155 shares 2,155 $559K 0.01% -576 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: 3,922 shares; 2024Q4: 3,801 shares; 2025Q1: 3,261 shares; 2025Q2: 3,432 shares; 2025Q3: 3,459 shares; 2025Q4: 3,562 shares 3,562 $551K 0.01% +103 Timeline ACWI 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: 4,092 shares; 2024Q4: 4,092 shares; 2025Q1: 3,892 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares; 2025Q4: 3,892 shares 3,892 $551K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,884 shares; 2025Q4: 13,381 shares 13,381 $550K 0.01% -503 Timeline IWC 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: 2,219 shares; 2024Q4: 2,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: 3,484 shares 3,484 $549K 0.01% +1,316 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,749 shares; 2025Q1: 1,519 shares; 2025Q2: 1,605 shares; 2025Q3: 891 shares; 2025Q4: 967 shares 967 $547K 0.01% +76 Timeline PMAR 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: 12,277 shares; 2025Q4: 12,137 shares 12,137 $545K 0.01% -140 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,784 shares; 2025Q1: 2,423 shares; 2025Q2: 2,754 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares 2,944 $545K 0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,912 shares 2,912 $543K 0.01% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,810 shares; 2025Q2: 10,822 shares; 2025Q3: 10,836 shares; 2025Q4: 10,895 shares 10,895 $541K 0.01% +59 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,689 shares; 2025Q1: 3,126 shares; 2025Q2: 2,817 shares; 2025Q3: 2,459 shares; 2025Q4: 2,399 shares 2,399 $541K 0.01% -60 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 18,151 shares; 2025Q4: 22,697 shares 22,697 $540K 0.01% +4,546 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: 5,929 shares; 2025Q2: 6,004 shares; 2025Q3: 5,758 shares; 2025Q4: 5,385 shares 5,385 $539K 0.01% -373 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,571 shares; 2025Q3: 12,571 shares; 2025Q4: 13,599 shares 13,599 $539K 0.01% +1,028 Timeline IMCB 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: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 6,496 shares; 2025Q4: 6,496 shares 6,496 $537K 0.01% 0 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: 2,191 shares; 2025Q2: 2,325 shares; 2025Q3: 2,300 shares; 2025Q4: 2,371 shares 2,371 $537K 0.01% +71 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 17,128 shares; 2025Q1: 9,535 shares; 2025Q2: 9,289 shares; 2025Q3: 10,634 shares; 2025Q4: 11,456 shares 11,456 $537K 0.01% +822 Timeline GSEP 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: 13,852 shares; 2025Q4: 13,852 shares 13,852 $537K 0.01% 0 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,343 shares; 2024Q4: 13,953 shares; 2025Q1: 12,451 shares; 2025Q2: 12,449 shares; 2025Q3: 12,449 shares; 2025Q4: 11,234 shares 11,234 $532K 0.01% -1,215 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,954 shares; 2024Q4: 20,045 shares; 2025Q1: 19,324 shares; 2025Q2: 18,113 shares; 2025Q3: 18,368 shares; 2025Q4: 18,616 shares 18,616 $531K 0.01% +248 Timeline IBDT 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: 21,422 shares; 2024Q4: 21,832 shares; 2025Q1: 21,876 shares; 2025Q2: 20,843 shares; 2025Q3: 20,888 shares; 2025Q4: 20,833 shares 20,833 $530K 0.01% -55 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: 1,935 shares; 2024Q4: 2,247 shares; 2025Q1: 2,918 shares; 2025Q2: 2,940 shares; 2025Q3: 2,953 shares; 2025Q4: 2,940 shares 2,940 $530K 0.01% -13 Timeline FDEC 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: 8,563 shares; 2024Q4: 10,075 shares; 2025Q1: 7,815 shares; 2025Q2: 7,154 shares; 2025Q3: 7,184 shares; 2025Q4: 10,351 shares 10,351 $530K 0.01% +3,167 Timeline XMHQ 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: 6,952 shares; 2024Q4: 8,377 shares; 2025Q1: 3,361 shares; 2025Q2: 4,612 shares; 2025Q3: 4,996 shares; 2025Q4: 5,165 shares 5,165 $529K 0.01% +169 Timeline FNCL 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: 5,960 shares; 2024Q4: 6,107 shares; 2025Q1: 5,695 shares; 2025Q2: 5,588 shares; 2025Q3: 6,689 shares; 2025Q4: 6,725 shares 6,725 $523K 0.01% +36 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,933 shares; 2025Q4: 16,534 shares 16,534 $523K 0.01% +1,601 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 4,297 shares; 2025Q1: 4,694 shares; 2025Q2: 4,348 shares; 2025Q3: 5,214 shares; 2025Q4: 5,396 shares 5,396 $523K 0.01% +182 Timeline QJUN 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: 16,188 shares; 2024Q4: 16,188 shares; 2025Q1: 16,188 shares; 2025Q2: 16,531 shares; 2025Q3: 16,410 shares; 2025Q4: 16,410 shares 16,410 $522K 0.01% 0 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: 7,940 shares; 2024Q4: 6,403 shares; 2025Q1: 5,881 shares; 2025Q2: 1,909 shares; 2025Q3: 1,778 shares; 2025Q4: 1,812 shares 1,812 $522K 0.01% +34 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,491 shares; 2024Q4: 22,503 shares; 2025Q1: 22,503 shares; 2025Q2: 21,741 shares; 2025Q3: 21,872 shares; 2025Q4: 22,641 shares 22,641 $521K 0.01% +769 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: 2,030 shares; 2024Q4: 2,045 shares; 2025Q1: 3,504 shares; 2025Q2: 2,684 shares; 2025Q3: 2,818 shares; 2025Q4: 2,802 shares 2,802 $520K 0.01% -16 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: 1,597 shares; 2024Q4: 4,544 shares; 2025Q1: 6,809 shares; 2025Q2: 6,126 shares; 2025Q3: 4,734 shares; 2025Q4: 3,757 shares 3,757 $518K 0.01% -977 Timeline NANC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,155 shares; 2025Q3: 11,321 shares; 2025Q4: 11,321 shares 11,321 $517K 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: 4,467 shares; 2024Q4: 4,339 shares; 2025Q1: 5,002 shares; 2025Q2: 6,444 shares; 2025Q3: 6,726 shares; 2025Q4: 5,890 shares 5,890 $515K 0.01% -836 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: 3,203 shares; 2024Q4: 2,957 shares; 2025Q1: 3,381 shares; 2025Q2: 3,416 shares; 2025Q3: 3,553 shares; 2025Q4: 3,148 shares 3,148 $514K 0.01% -405 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 909 shares; 2025Q1: 1,107 shares; 2025Q2: 925 shares; 2025Q3: 838 shares; 2025Q4: 838 shares 838 $513K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 2,750 shares; 2025Q2: 2,575 shares; 2025Q3: 2,650 shares; 2025Q4: 2,646 shares 2,646 $512K 0.01% -4 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,393 shares; 2025Q3: 12,393 shares; 2025Q4: 12,393 shares 12,393 $512K 0.01% 0 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,693 shares; 2024Q4: 32,429 shares; 2025Q1: 32,059 shares; 2025Q2: 59,953 shares; 2025Q3: 57,315 shares; 2025Q4: 55,142 shares 55,142 $508K 0.01% -2,173 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 2,029 shares; 2025Q1: 2,503 shares; 2025Q2: 2,320 shares; 2025Q3: 2,071 shares; 2025Q4: 1,995 shares 1,995 $506K 0.01% -76 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,476 shares; 2024Q4: 10,250 shares; 2025Q1: 9,634 shares; 2025Q2: 20,713 shares; 2025Q3: 20,504 shares; 2025Q4: 10,047 shares 10,047 $506K 0.01% -10,457 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: 12,115 shares; 2024Q4: 12,369 shares; 2025Q1: 16,176 shares; 2025Q2: 4,961 shares; 2025Q3: 5,074 shares; 2025Q4: 5,079 shares 5,079 $505K 0.01% +5 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 813 shares; 2025Q1: 916 shares; 2025Q2: 1,019 shares; 2025Q3: 1,830 shares; 2025Q4: 1,742 shares 1,742 $505K 0.01% -88 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $505K 0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,462 shares; 2024Q4: 10,191 shares; 2025Q1: 10,044 shares; 2025Q2: 9,999 shares; 2025Q3: 9,560 shares; 2025Q4: 8,805 shares 8,805 $502K 0.01% -755 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: 7,791 shares; 2024Q4: 7,520 shares; 2025Q1: 7,520 shares; 2025Q2: 9,022 shares; 2025Q3: 9,022 shares; 2025Q4: 8,942 shares 8,942 $500K 0.01% -80 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: 7,180 shares; 2024Q4: 7,326 shares; 2025Q1: 7,326 shares; 2025Q2: 7,200 shares; 2025Q3: 7,205 shares; 2025Q4: 7,305 shares 7,305 $499K 0.01% +100 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: 2,181 shares; 2024Q4: 1,630 shares; 2025Q1: 1,612 shares; 2025Q2: 1,567 shares; 2025Q3: 1,254 shares; 2025Q4: 2,457 shares 2,457 $499K 0.01% +1,203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,406 shares; 2025Q4: 11,121 shares 11,121 $499K 0.01% +7,715 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,399 shares; 2024Q4: 30,382 shares; 2025Q1: 30,307 shares; 2025Q2: 30,307 shares; 2025Q3: 36,793 shares; 2025Q4: 21,281 shares 21,281 $499K 0.01% -15,512 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,412 shares; 2025Q1: 2,825 shares; 2025Q2: 2,923 shares; 2025Q3: 2,861 shares; 2025Q4: 2,870 shares 2,870 $498K 0.01% +9 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: 4,438 shares; 2024Q4: 4,632 shares; 2025Q1: 4,097 shares; 2025Q2: 4,239 shares; 2025Q3: 9,503 shares; 2025Q4: 13,063 shares 13,063 $496K 0.01% +3,560 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: 11,655 shares; 2024Q4: 14,686 shares; 2025Q1: 13,728 shares; 2025Q2: 11,206 shares; 2025Q3: 10,003 shares; 2025Q4: 9,418 shares 9,418 $496K 0.01% -585 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: not reported; 2025Q2: not reported; 2025Q3: 5,780 shares; 2025Q4: 6,276 shares 6,276 $495K 0.01% +496 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,517 shares; 2025Q1: 6,540 shares; 2025Q2: 4,987 shares; 2025Q3: 4,668 shares; 2025Q4: 6,103 shares 6,103 $494K 0.01% +1,435 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,800 shares 9,800 $494K 0.01% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 45,618 shares; 2025Q4: 41,477 shares 41,477 $494K 0.01% -4,141 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: 16,149 shares; 2024Q4: 21,209 shares; 2025Q1: 24,730 shares; 2025Q2: 18,606 shares; 2025Q3: 24,679 shares; 2025Q4: 16,160 shares 16,160 $494K 0.01% -8,519 Timeline IBDR 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: 23,237 shares; 2024Q4: 20,076 shares; 2025Q1: 20,076 shares; 2025Q2: 19,646 shares; 2025Q3: 18,061 shares; 2025Q4: 20,314 shares 20,314 $492K 0.01% +2,253 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: 42,452 shares; 2024Q4: 39,816 shares; 2025Q1: 33,983 shares; 2025Q2: 34,009 shares; 2025Q3: 34,938 shares; 2025Q4: 11,865 shares 11,865 $490K 0.01% -23,073 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: 9,665 shares; 2024Q4: 10,865 shares; 2025Q1: 13,515 shares; 2025Q2: 14,245 shares; 2025Q3: 14,295 shares; 2025Q4: 12,095 shares 12,095 $490K 0.01% -2,200 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: not reported; 2024Q4: 1,079 shares; 2025Q1: 1,230 shares; 2025Q2: 1,269 shares; 2025Q3: 1,335 shares; 2025Q4: 2,129 shares 2,129 $490K 0.01% +794 Timeline IVOV 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: 2,558 shares; 2024Q4: 2,648 shares; 2025Q1: 2,281 shares; 2025Q2: 5,039 shares; 2025Q3: 4,809 shares; 2025Q4: 4,848 shares 4,848 $490K 0.01% +39 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,601 shares; 2025Q3: 14,898 shares; 2025Q4: 15,421 shares 15,421 $488K 0.01% +523 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $488K 0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,796 shares; 2025Q2: 21,804 shares; 2025Q3: 19,211 shares; 2025Q4: 19,412 shares 19,412 $487K 0.01% +201 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 11,795 shares; 2025Q1: 12,707 shares; 2025Q2: 12,642 shares; 2025Q3: 11,411 shares; 2025Q4: 10,910 shares 10,910 $486K 0.01% -501 Timeline MLRG 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: 2,940 shares; 2024Q4: 2,940 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares 5,148 $486K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,234 shares; 2025Q1: 1,124 shares; 2025Q2: 1,130 shares; 2025Q3: 1,268 shares; 2025Q4: 1,164 shares 1,164 $485K 0.01% -104 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 5,032 shares; 2025Q1: 5,009 shares; 2025Q2: 4,156 shares; 2025Q3: 3,912 shares; 2025Q4: 3,787 shares 3,787 $483K 0.01% -125 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,078 shares 11,078 $483K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,061 shares; 2025Q1: 1,228 shares; 2025Q2: 985 shares; 2025Q3: 884 shares; 2025Q4: 869 shares 869 $479K 0.01% -15 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,842 shares; 2025Q4: 16,556 shares 16,556 $477K 0.01% +2,714 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS 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: 16,612 shares; 2025Q4: 16,612 shares 16,612 $476K 0.01% 0 Timeline URA 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: 11,196 shares; 2025Q3: 10,815 shares; 2025Q4: 11,114 shares 11,114 $475K 0.01% +299 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: 1,896 shares; 2024Q4: 2,060 shares; 2025Q1: 1,395 shares; 2025Q2: 1,653 shares; 2025Q3: 1,681 shares; 2025Q4: 1,751 shares 1,751 $475K 0.01% +70 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,260 shares; 2024Q4: 15,743 shares; 2025Q1: 15,661 shares; 2025Q2: 15,070 shares; 2025Q3: 14,126 shares; 2025Q4: 14,130 shares 14,130 $474K 0.01% +4 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: 4,295 shares; 2024Q4: 4,246 shares; 2025Q1: 4,422 shares; 2025Q2: 4,452 shares; 2025Q3: 4,528 shares; 2025Q4: 4,538 shares 4,538 $472K 0.01% +10 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: 680 shares; 2024Q4: 649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: 520 shares 520 $471K 0.01% +130 Timeline FVAL 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: 33,674 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,480 shares; 2025Q4: 6,511 shares 6,511 $471K 0.01% +31 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,158 shares; 2025Q1: 1,127 shares; 2025Q2: 1,137 shares; 2025Q3: 1,080 shares; 2025Q4: 1,102 shares 1,102 $470K 0.01% +22 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,837 shares; 2025Q2: 5,243 shares; 2025Q3: 5,067 shares; 2025Q4: 5,037 shares 5,037 $470K 0.01% -30 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,276 shares; 2025Q1: 27,505 shares; 2025Q2: 28,409 shares; 2025Q3: 23,911 shares; 2025Q4: 17,071 shares 17,071 $469K 0.01% -6,840 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,172 shares; 2025Q2: 5,880 shares; 2025Q3: 5,835 shares; 2025Q4: 5,105 shares 5,105 $468K 0.01% -730 Timeline EPI 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: 10,351 shares; 2025Q2: 10,329 shares; 2025Q3: 10,079 shares; 2025Q4: 10,079 shares 10,079 $467K 0.01% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,574 shares; 2025Q4: 7,613 shares 7,613 $465K 0.01% +39 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,852 shares; 2025Q3: 1,571 shares; 2025Q4: 3,688 shares 3,688 $464K 0.01% +2,117 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 4,696 shares; 2025Q1: 5,025 shares; 2025Q2: 5,175 shares; 2025Q3: 5,276 shares; 2025Q4: 5,284 shares 5,284 $462K 0.01% +8 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,775 shares; 2025Q4: 18,296 shares 18,296 $462K 0.01% +7,521 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: 4,747 shares; 2024Q4: 5,257 shares; 2025Q1: 7,196 shares; 2025Q2: 5,804 shares; 2025Q3: 4,517 shares; 2025Q4: 4,495 shares 4,495 $458K 0.01% -22 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: 7,593 shares; 2024Q4: 10,923 shares; 2025Q1: 8,243 shares; 2025Q2: 8,558 shares; 2025Q3: 7,849 shares; 2025Q4: 7,801 shares 7,801 $457K 0.01% -48 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,665 shares; 2025Q2: 6,597 shares; 2025Q3: 6,325 shares; 2025Q4: 6,069 shares 6,069 $457K 0.01% -256 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,996 shares; 2025Q1: 6,447 shares; 2025Q2: 6,650 shares; 2025Q3: 5,845 shares; 2025Q4: 5,754 shares 5,754 $456K 0.01% -91 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: 25,139 shares; 2024Q4: 29,043 shares; 2025Q1: 25,813 shares; 2025Q2: 23,359 shares; 2025Q3: 11,302 shares; 2025Q4: 9,008 shares 9,008 $455K 0.01% -2,294 Timeline IBUF 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: 16,051 shares; 2025Q3: 15,541 shares; 2025Q4: 15,529 shares 15,529 $454K 0.01% -12 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: 5,507 shares; 2024Q4: 5,802 shares; 2025Q1: 5,706 shares; 2025Q2: 6,835 shares; 2025Q3: 15,669 shares; 2025Q4: 6,757 shares 6,757 $454K 0.01% -8,912 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: 6,512 shares; 2024Q4: 7,853 shares; 2025Q1: 8,258 shares; 2025Q2: 8,245 shares; 2025Q3: 9,007 shares; 2025Q4: 10,022 shares 10,022 $453K 0.01% +1,015 Timeline IDX 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: 27,340 shares 27,340 $451K 0.01% new 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: 27,127 shares; 2024Q4: 26,007 shares; 2025Q1: 3,800 shares; 2025Q2: 3,743 shares; 2025Q3: 3,411 shares; 2025Q4: 3,403 shares 3,403 $451K 0.01% -8 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,223 shares; 2024Q4: 10,291 shares; 2025Q1: 10,291 shares; 2025Q2: 12,391 shares; 2025Q3: 19,047 shares; 2025Q4: 19,047 shares 19,047 $450K 0.01% 0 Timeline GPIX 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: 6,361 shares; 2025Q4: 8,498 shares 8,498 $449K 0.01% +2,137 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 805 shares; 2025Q1: 1,112 shares; 2025Q2: 1,380 shares; 2025Q3: 1,401 shares; 2025Q4: 1,369 shares 1,369 $447K 0.01% -32 Timeline APRJ 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: 18,096 shares; 2025Q4: 18,096 shares 18,096 $446K 0.01% 0 Timeline AVMU 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: 10,242 shares; 2024Q4: 10,242 shares; 2025Q1: 9,642 shares; 2025Q2: 9,642 shares; 2025Q3: 9,642 shares; 2025Q4: 9,642 shares 9,642 $446K 0.01% 0 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: 1,794 shares; 2024Q4: 1,946 shares; 2025Q1: 2,500 shares; 2025Q2: 2,541 shares; 2025Q3: 2,674 shares; 2025Q4: 2,659 shares 2,659 $441K 0.01% -15 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 4,127 shares; 2025Q1: 4,760 shares; 2025Q2: 4,866 shares; 2025Q3: 5,779 shares; 2025Q4: 5,594 shares 5,594 $441K 0.01% -185 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,796 shares; 2025Q4: 5,812 shares 5,812 $439K 0.01% +16 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: 6,921 shares; 2024Q4: 6,814 shares; 2025Q1: 6,426 shares; 2025Q2: 3,262 shares; 2025Q3: 3,417 shares; 2025Q4: 3,108 shares 3,108 $439K 0.01% -309 Timeline IWR 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: 3,239 shares; 2024Q4: 3,138 shares; 2025Q1: 2,843 shares; 2025Q2: 3,450 shares; 2025Q3: 4,177 shares; 2025Q4: 4,555 shares 4,555 $439K 0.01% +378 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,127 shares; 2024Q4: 34,944 shares; 2025Q1: 33,130 shares; 2025Q2: 29,336 shares; 2025Q3: 26,500 shares; 2025Q4: 25,020 shares 25,020 $437K 0.01% -1,480 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,205 shares; 2024Q4: 12,205 shares; 2025Q1: 12,205 shares; 2025Q2: 17,062 shares; 2025Q3: 24,294 shares; 2025Q4: 24,297 shares 24,297 $436K 0.01% +3 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: 5,650 shares; 2024Q4: 5,517 shares; 2025Q1: 6,879 shares; 2025Q2: 7,155 shares; 2025Q3: 7,371 shares; 2025Q4: 7,225 shares 7,225 $436K 0.01% -146 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,997 shares; 2024Q4: 18,920 shares; 2025Q1: 20,910 shares; 2025Q2: 20,990 shares; 2025Q3: 19,710 shares; 2025Q4: 19,710 shares 19,710 $435K 0.01% 0 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: 522 shares; 2024Q4: 527 shares; 2025Q1: 1,151 shares; 2025Q2: 1,195 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares 1,112 $433K 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: 3,393 shares; 2024Q4: 3,366 shares; 2025Q1: 3,423 shares; 2025Q2: 3,263 shares; 2025Q3: 3,176 shares; 2025Q4: 3,181 shares 3,181 $430K 0.01% +5 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: 2,013 shares; 2024Q4: 2,715 shares; 2025Q1: 1,469 shares; 2025Q2: 1,493 shares; 2025Q3: 1,677 shares; 2025Q4: 1,541 shares 1,541 $430K 0.01% -136 Timeline HYDW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,878 shares; 2024Q4: 9,085 shares; 2025Q1: 9,016 shares; 2025Q2: 8,980 shares; 2025Q3: 8,981 shares; 2025Q4: 9,087 shares 9,087 $429K 0.01% +106 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,853 shares; 2025Q1: 3,636 shares; 2025Q2: 4,132 shares; 2025Q3: 3,622 shares; 2025Q4: 3,542 shares 3,542 $428K 0.01% -80 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,296 shares; 2025Q1: 3,541 shares; 2025Q2: 4,907 shares; 2025Q3: 4,962 shares; 2025Q4: 4,106 shares 4,106 $426K 0.01% -856 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 1,230 shares; 2025Q1: 2,605 shares; 2025Q2: 2,698 shares; 2025Q3: 2,350 shares; 2025Q4: 2,325 shares 2,325 $424K 0.01% -25 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,032 shares; 2024Q4: 34,030 shares; 2025Q1: 20,744 shares; 2025Q2: 20,881 shares; 2025Q3: 19,938 shares; 2025Q4: 19,996 shares 19,996 $423K 0.01% +58 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,700 shares; 2024Q4: 56,333 shares; 2025Q1: 31,044 shares; 2025Q2: 24,952 shares; 2025Q3: 17,904 shares; 2025Q4: 17,968 shares 17,968 $421K 0.01% +64 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,582 shares 10,582 $420K 0.01% new 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: 33,967 shares; 2024Q4: 81,730 shares; 2025Q1: 42,677 shares; 2025Q2: 29,264 shares; 2025Q3: 27,810 shares; 2025Q4: 27,496 shares 27,496 $420K 0.01% -314 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,420 shares; 2025Q3: 18,979 shares; 2025Q4: 13,332 shares 13,332 $420K 0.01% -5,647 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,913 shares; 2025Q2: 10,913 shares; 2025Q3: 10,898 shares; 2025Q4: 10,198 shares 10,198 $418K 0.01% -700 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,239 shares; 2025Q2: 18,391 shares; 2025Q3: 6,561 shares; 2025Q4: 6,475 shares 6,475 $416K 0.01% -86 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: 5,081 shares 5,081 $415K 0.01% new Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,370 shares; 2025Q3: 7,970 shares; 2025Q4: 7,970 shares 7,970 $415K 0.01% 0 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: not reported; 2025Q1: 3,287 shares; 2025Q2: 2,974 shares; 2025Q3: 4,244 shares; 2025Q4: 4,604 shares 4,604 $415K 0.01% +360 Timeline SDIV 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: 11,250 shares; 2025Q4: 17,250 shares 17,250 $415K 0.01% +6,000 Timeline JAJL 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: 13,908 shares; 2025Q4: 14,261 shares 14,261 $414K 0.01% +353 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,768 shares; 2025Q1: 4,378 shares; 2025Q2: 4,516 shares; 2025Q3: 5,565 shares; 2025Q4: 5,139 shares 5,139 $414K 0.01% -426 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: 3,766 shares; 2024Q4: 2,562 shares; 2025Q1: 3,271 shares; 2025Q2: 3,242 shares; 2025Q3: 3,082 shares; 2025Q4: 3,121 shares 3,121 $413K 0.01% +39 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: 4,886 shares; 2024Q4: 10,381 shares; 2025Q1: 10,314 shares; 2025Q2: 10,490 shares; 2025Q3: 10,532 shares; 2025Q4: 10,250 shares 10,250 $412K 0.01% -282 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,889 shares; 2024Q4: 6,640 shares; 2025Q1: 6,534 shares; 2025Q2: 6,534 shares; 2025Q3: 7,507 shares; 2025Q4: 11,415 shares 11,415 $412K 0.01% +3,908 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 3,866 shares; 2025Q1: 4,576 shares; 2025Q2: 4,958 shares; 2025Q3: 5,112 shares; 2025Q4: 4,301 shares 4,301 $411K 0.01% -811 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,590 shares; 2024Q4: 9,594 shares; 2025Q1: 9,482 shares; 2025Q2: 9,250 shares; 2025Q3: 9,151 shares; 2025Q4: 9,008 shares 9,008 $410K 0.01% -143 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,517 shares; 2025Q1: 4,190 shares; 2025Q2: 4,091 shares; 2025Q3: 5,855 shares; 2025Q4: 5,145 shares 5,145 $410K 0.01% -710 Timeline GAPR 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: 10,242 shares; 2025Q2: 10,242 shares; 2025Q3: 10,242 shares; 2025Q4: 10,242 shares 10,242 $410K 0.01% 0 Timeline XMMO 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: 2,212 shares; 2024Q4: 2,598 shares; 2025Q1: 2,565 shares; 2025Q2: 2,614 shares; 2025Q3: 3,033 shares; 2025Q4: 2,955 shares 2,955 $409K 0.01% -78 Timeline PIO 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: 9,411 shares; 2024Q4: 9,432 shares; 2025Q1: 9,461 shares; 2025Q2: 9,501 shares; 2025Q3: 9,253 shares; 2025Q4: 9,227 shares 9,227 $407K 0.01% -26 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 3,717 shares; 2025Q2: 4,482 shares; 2025Q3: 4,687 shares; 2025Q4: 4,723 shares 4,723 $407K 0.01% +36 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,155 shares; 2025Q2: 2,006 shares; 2025Q3: 1,958 shares; 2025Q4: 1,960 shares 1,960 $407K 0.01% +2 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: 13,389 shares; 2024Q4: 14,220 shares; 2025Q1: 11,787 shares; 2025Q2: 10,164 shares; 2025Q3: 15,950 shares; 2025Q4: 17,382 shares 17,382 $406K 0.01% +1,432 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 8,398 shares; 2025Q1: 9,350 shares; 2025Q2: 8,438 shares; 2025Q3: 8,178 shares; 2025Q4: 7,732 shares 7,732 $405K 0.01% -446 Timeline DFCF 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: not reported; 2025Q4: 9,488 shares 9,488 $404K 0.01% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 4,176 shares; 2025Q1: 4,606 shares; 2025Q2: 4,713 shares; 2025Q3: 4,943 shares; 2025Q4: 4,915 shares 4,915 $403K 0.01% -28 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 854 shares; 2025Q1: 1,203 shares; 2025Q2: 1,154 shares; 2025Q3: 1,279 shares; 2025Q4: 1,260 shares 1,260 $403K 0.01% -19 Timeline DUKZ NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,680 shares; 2025Q4: 15,917 shares 15,917 $402K 0.01% +7,237 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,283 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $401K 0.01% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,457 shares; 2024Q4: 17,647 shares; 2025Q1: 19,470 shares; 2025Q2: 19,541 shares; 2025Q3: 15,660 shares; 2025Q4: 15,660 shares 15,660 $400K 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: not reported; 2024Q4: not reported; 2025Q1: 10,656 shares; 2025Q2: 17,686 shares; 2025Q3: 10,047 shares; 2025Q4: 12,097 shares 12,097 $399K 0.01% +2,050 Timeline DFAW 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: 3,712 shares; 2025Q1: 5,212 shares; 2025Q2: 4,588 shares; 2025Q3: 4,606 shares; 2025Q4: 5,393 shares 5,393 $399K 0.01% +787 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,629 shares 1,629 $396K 0.01% new Timeline QSPT 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: 13,773 shares; 2024Q4: 13,773 shares; 2025Q1: 13,773 shares; 2025Q2: 12,174 shares; 2025Q3: 12,486 shares; 2025Q4: 12,486 shares 12,486 $396K 0.01% 0 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,679 shares; 2024Q4: 12,938 shares; 2025Q1: 12,886 shares; 2025Q2: 13,148 shares; 2025Q3: 12,991 shares; 2025Q4: 12,999 shares 12,999 $395K 0.01% +8 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: 10,004 shares; 2024Q4: 9,957 shares; 2025Q1: 10,069 shares; 2025Q2: 5,004 shares; 2025Q3: 6,598 shares; 2025Q4: 6,536 shares 6,536 $392K 0.01% -62 Timeline ROBO 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: 5,716 shares; 2024Q4: 5,761 shares; 2025Q1: 5,426 shares; 2025Q2: 13,350 shares; 2025Q3: 5,756 shares; 2025Q4: 5,660 shares 5,660 $392K 0.01% -96 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: 27,715 shares; 2024Q4: 27,490 shares; 2025Q1: 27,490 shares; 2025Q2: 19,440 shares; 2025Q3: 19,440 shares; 2025Q4: 17,765 shares 17,765 $391K 0.01% -1,675 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 9,801 shares; 2025Q1: 11,851 shares; 2025Q2: 11,851 shares; 2025Q3: 11,851 shares; 2025Q4: 11,811 shares 11,811 $390K 0.01% -40 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,424 shares; 2025Q3: 5,202 shares; 2025Q4: 5,192 shares 5,192 $390K 0.01% -10 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 855 shares; 2025Q1: 900 shares; 2025Q2: 886 shares; 2025Q3: 1,138 shares; 2025Q4: 1,154 shares 1,154 $389K 0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,370 shares; 2025Q4: 8,634 shares 8,634 $389K 0.01% +2,264 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,574 shares; 2025Q1: 5,219 shares; 2025Q2: 5,232 shares; 2025Q3: 5,246 shares; 2025Q4: 5,254 shares 5,254 $388K 0.01% +8 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: 1,175 shares; 2024Q4: 975 shares; 2025Q1: 838 shares; 2025Q2: 888 shares; 2025Q3: 528 shares; 2025Q4: 502 shares 502 $388K 0.01% -26 Timeline GFEB 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: 9,334 shares; 2025Q2: 9,334 shares; 2025Q3: 9,334 shares; 2025Q4: 9,334 shares 9,334 $388K 0.01% 0 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: 2,856 shares; 2024Q4: 2,830 shares; 2025Q1: 3,083 shares; 2025Q2: 2,302 shares; 2025Q3: 2,029 shares; 2025Q4: 2,128 shares 2,128 $387K 0.01% +99 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,561 shares; 2025Q4: 8,516 shares 8,516 $386K 0.01% +3,955 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,870 shares; 2025Q1: 3,223 shares; 2025Q2: 3,036 shares; 2025Q3: 2,624 shares; 2025Q4: 2,531 shares 2,531 $383K 0.01% -93 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 19,800 shares; 2025Q2: 17,550 shares; 2025Q3: 17,550 shares; 2025Q4: 17,249 shares 17,249 $383K 0.01% -301 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 1,802 shares; 2025Q1: 1,942 shares; 2025Q2: 2,032 shares; 2025Q3: 1,347 shares; 2025Q4: 1,341 shares 1,341 $382K 0.01% -6 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,129 shares; 2025Q1: 1,230 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,181 shares 1,181 $382K 0.01% +43 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,290 shares; 2025Q3: 10,170 shares; 2025Q4: 10,170 shares 10,170 $382K 0.01% 0 Timeline