JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,450 shares; 2024Q4: 43,726 shares; 2025Q1: 42,771 shares; 2025Q2: 42,006 shares; 2025Q3: 40,374 shares; 2025Q4: 40,440 shares 40,440 $550K 0.03% +66 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,765 shares 10,765 $549K 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 4,181 shares; 2025Q1: 4,358 shares; 2025Q2: 4,429 shares; 2025Q3: 4,281 shares; 2025Q4: 4,556 shares 4,556 $546K 0.03% +275 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: 4,751 shares; 2024Q4: 4,741 shares; 2025Q1: 4,867 shares; 2025Q2: 5,061 shares; 2025Q3: 5,566 shares; 2025Q4: 5,575 shares 5,575 $540K 0.03% +9 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: 14,525 shares; 2025Q2: 29,741 shares; 2025Q3: 30,943 shares; 2025Q4: 20,621 shares 20,621 $539K 0.03% -10,322 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 405 shares; 2025Q1: 600 shares; 2025Q2: 603 shares; 2025Q3: 664 shares; 2025Q4: 654 shares 654 $536K 0.03% -10 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,471 shares; 2024Q4: 23,468 shares; 2025Q1: 25,711 shares; 2025Q2: 25,194 shares; 2025Q3: 25,205 shares; 2025Q4: 25,715 shares 25,715 $530K 0.03% +510 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: 2,970 shares; 2024Q4: 2,795 shares; 2025Q1: 2,846 shares; 2025Q2: 4,905 shares; 2025Q3: 5,729 shares; 2025Q4: 5,543 shares 5,543 $529K 0.03% -186 Timeline EFA 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: 6,245 shares; 2024Q4: 6,085 shares; 2025Q1: 5,984 shares; 2025Q2: 5,962 shares; 2025Q3: 5,989 shares; 2025Q4: 5,495 shares 5,495 $528K 0.03% -494 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,959 shares; 2024Q4: 20,633 shares; 2025Q1: 14,477 shares; 2025Q2: 15,210 shares; 2025Q3: 15,532 shares; 2025Q4: 13,068 shares 13,068 $524K 0.03% -2,464 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF 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: not reported; 2025Q4: 12,800 shares 12,800 $523K 0.03% new 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: 22,075 shares; 2024Q4: 22,075 shares; 2025Q1: 21,340 shares; 2025Q2: 22,090 shares; 2025Q3: 22,090 shares; 2025Q4: 22,090 shares 22,090 $523K 0.03% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,591 shares; 2025Q1: 3,591 shares; 2025Q2: 3,896 shares; 2025Q3: 3,918 shares; 2025Q4: 4,445 shares 4,445 $522K 0.03% +527 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,094 shares 5,094 $522K 0.03% new 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: 2,368 shares; 2024Q4: 2,396 shares; 2025Q1: 2,488 shares; 2025Q2: 2,568 shares; 2025Q3: 2,817 shares; 2025Q4: 2,822 shares 2,822 $519K 0.03% +5 Timeline IAPR 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: 16,925 shares; 2024Q4: 16,925 shares; 2025Q1: 16,925 shares; 2025Q2: 16,925 shares; 2025Q3: 16,925 shares; 2025Q4: 16,825 shares 16,825 $519K 0.03% -100 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,196 shares; 2024Q4: 14,765 shares; 2025Q1: 13,700 shares; 2025Q2: 13,674 shares; 2025Q3: 12,757 shares; 2025Q4: 10,615 shares 10,615 $517K 0.03% -2,142 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 4,059 shares; 2025Q1: 3,973 shares; 2025Q2: 3,721 shares; 2025Q3: 3,714 shares; 2025Q4: 3,751 shares 3,751 $517K 0.03% +37 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 8,771 shares; 2025Q1: 9,464 shares; 2025Q2: 9,679 shares; 2025Q3: 10,598 shares; 2025Q4: 10,720 shares 10,720 $515K 0.03% +122 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,744 shares; 2024Q4: 14,376 shares; 2025Q1: 14,457 shares; 2025Q2: 14,427 shares; 2025Q3: 13,907 shares; 2025Q4: 7,917 shares 7,917 $515K 0.03% -5,990 Timeline IJUL 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: 15,420 shares; 2024Q4: 15,420 shares; 2025Q1: 15,250 shares; 2025Q2: 15,250 shares; 2025Q3: 15,250 shares; 2025Q4: 15,250 shares 15,250 $511K 0.03% 0 Timeline EAPR 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: 17,365 shares; 2024Q4: 17,265 shares; 2025Q1: 17,265 shares; 2025Q2: 17,265 shares; 2025Q3: 17,265 shares; 2025Q4: 17,165 shares 17,165 $510K 0.03% -100 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,945 shares; 2025Q4: 23,497 shares 23,497 $508K 0.03% +9,552 Timeline USEP 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: 12,758 shares; 2025Q4: 12,843 shares 12,843 $505K 0.03% +85 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: 1,244 shares; 2024Q4: 2,406 shares; 2025Q1: 2,416 shares; 2025Q2: 2,428 shares; 2025Q3: 2,438 shares; 2025Q4: 2,418 shares 2,418 $505K 0.03% -20 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 4,914 shares; 2025Q1: 4,734 shares; 2025Q2: 3,480 shares; 2025Q3: 3,532 shares; 2025Q4: 3,547 shares 3,547 $500K 0.03% +15 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,481 shares; 2025Q1: 4,031 shares; 2025Q2: 4,031 shares; 2025Q3: 3,931 shares; 2025Q4: 3,931 shares 3,931 $500K 0.03% 0 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: 9,886 shares; 2024Q4: 8,636 shares; 2025Q1: 8,646 shares; 2025Q2: 8,757 shares; 2025Q3: 8,682 shares; 2025Q4: 8,505 shares 8,505 $498K 0.03% -177 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 8,971 shares; 2025Q1: 9,691 shares; 2025Q2: 9,453 shares; 2025Q3: 8,399 shares; 2025Q4: 8,752 shares 8,752 $498K 0.03% +353 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,267 shares; 2024Q4: 78,717 shares; 2025Q1: 148,542 shares; 2025Q2: 66,122 shares; 2025Q3: 59,672 shares; 2025Q4: 63,922 shares 63,922 $497K 0.03% +4,250 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,612 shares; 2024Q4: 23,635 shares; 2025Q1: 24,903 shares; 2025Q2: 24,373 shares; 2025Q3: 24,385 shares; 2025Q4: 24,896 shares 24,896 $491K 0.03% +511 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 3,531 shares; 2025Q1: 1,857 shares; 2025Q2: 2,032 shares; 2025Q3: 1,875 shares; 2025Q4: 1,627 shares 1,627 $490K 0.03% -248 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,689 shares; 2024Q4: 55,027 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,313 shares 16,313 $488K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,545 shares; 2025Q3: 2,974 shares; 2025Q4: 2,994 shares 2,994 $485K 0.03% +20 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,319 shares; 2025Q4: 10,364 shares 10,364 $485K 0.03% +3,045 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,472 shares; 2024Q4: 14,689 shares; 2025Q1: 15,799 shares; 2025Q2: 16,172 shares; 2025Q3: 17,739 shares; 2025Q4: 17,812 shares 17,812 $484K 0.03% +73 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,551 shares 3,551 $484K 0.03% new Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,647 shares; 2025Q3: 9,115 shares; 2025Q4: 11,568 shares 11,568 $482K 0.03% +2,453 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 9,391 shares; 2025Q1: 9,408 shares; 2025Q2: 9,435 shares; 2025Q3: 9,463 shares; 2025Q4: 9,497 shares 9,497 $480K 0.03% +34 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 15,901 shares; 2025Q2: 16,530 shares; 2025Q3: 18,329 shares; 2025Q4: 18,433 shares 18,433 $480K 0.03% +104 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,102 shares; 2025Q1: 2,053 shares; 2025Q2: 2,059 shares; 2025Q3: 2,104 shares; 2025Q4: 1,965 shares 1,965 $477K 0.03% -139 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: 5,560 shares; 2024Q4: 5,861 shares; 2025Q1: 5,891 shares; 2025Q2: 6,591 shares; 2025Q3: 6,371 shares; 2025Q4: 5,772 shares 5,772 $476K 0.03% -599 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,615 shares; 2024Q4: 41,515 shares; 2025Q1: 41,515 shares; 2025Q2: 40,130 shares; 2025Q3: 40,130 shares; 2025Q4: 40,130 shares 40,130 $470K 0.02% 0 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,922 shares; 2024Q4: 13,922 shares; 2025Q1: 11,886 shares; 2025Q2: 13,128 shares; 2025Q3: 13,553 shares; 2025Q4: 11,395 shares 11,395 $470K 0.02% -2,158 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: 22,190 shares; 2024Q4: 20,625 shares; 2025Q1: 19,725 shares; 2025Q2: 19,725 shares; 2025Q3: 19,725 shares; 2025Q4: 20,914 shares 20,914 $468K 0.02% +1,189 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,354 shares; 2024Q4: 23,370 shares; 2025Q1: 23,386 shares; 2025Q2: 22,852 shares; 2025Q3: 22,863 shares; 2025Q4: 23,884 shares 23,884 $468K 0.02% +1,021 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,139 shares; 2025Q4: 7,676 shares 7,676 $467K 0.02% +2,537 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,867 shares; 2024Q4: 33,867 shares; 2025Q1: 33,867 shares; 2025Q2: 30,249 shares; 2025Q3: 30,249 shares; 2025Q4: 30,249 shares 30,249 $462K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares 5,400 $457K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 10,390 shares; 2025Q2: 10,540 shares; 2025Q3: 10,540 shares; 2025Q4: 10,540 shares 10,540 $451K 0.02% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,252 shares; 2025Q1: 2,254 shares; 2025Q2: 2,256 shares; 2025Q3: 2,257 shares; 2025Q4: 2,712 shares 2,712 $450K 0.02% +455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,291 shares 17,291 $445K 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,500 shares; 2025Q1: 2,424 shares; 2025Q2: 2,422 shares; 2025Q3: 2,439 shares; 2025Q4: 2,152 shares 2,152 $437K 0.02% -287 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,154 shares; 2025Q1: 7,160 shares; 2025Q2: 7,165 shares; 2025Q3: 7,170 shares; 2025Q4: 7,185 shares 7,185 $435K 0.02% +15 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,729 shares 1,729 $434K 0.02% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,714 shares; 2025Q4: 18,818 shares 18,818 $433K 0.02% +8,104 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,628 shares 11,628 $425K 0.02% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,880 shares; 2024Q4: 23,880 shares; 2025Q1: 24,355 shares; 2025Q2: 22,615 shares; 2025Q3: 22,128 shares; 2025Q4: 22,136 shares 22,136 $425K 0.02% +8 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,015 shares; 2024Q4: 15,662 shares; 2025Q1: 18,858 shares; 2025Q2: 11,716 shares; 2025Q3: 10,642 shares; 2025Q4: 10,241 shares 10,241 $425K 0.02% -401 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: not reported; 2025Q4: 5,783 shares 5,783 $414K 0.02% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,129 shares; 2025Q3: 3,132 shares; 2025Q4: 5,870 shares 5,870 $408K 0.02% +2,738 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,155 shares; 2025Q1: 2,129 shares; 2025Q2: 2,129 shares; 2025Q3: 2,166 shares; 2025Q4: 2,534 shares 2,534 $407K 0.02% +368 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,327 shares; 2025Q1: 3,253 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,205 shares 3,205 $404K 0.02% +1 Timeline PMAY 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: 7,465 shares; 2025Q1: 7,465 shares; 2025Q2: 9,990 shares; 2025Q3: 10,533 shares; 2025Q4: 10,168 shares 10,168 $403K 0.02% -365 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,141 shares; 2024Q4: 17,406 shares; 2025Q1: 17,316 shares; 2025Q2: 15,316 shares; 2025Q3: 10,316 shares; 2025Q4: 10,141 shares 10,141 $400K 0.02% -175 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 1,357 shares; 2025Q4: 1,403 shares 1,403 $400K 0.02% +46 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 22,900 shares; 2025Q1: 25,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares 6,700 $398K 0.02% new Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,672 shares; 2024Q4: 22,256 shares; 2025Q1: 28,415 shares; 2025Q2: 27,878 shares; 2025Q3: 29,864 shares; 2025Q4: 31,299 shares 31,299 $396K 0.02% +1,435 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 9,989 shares; 2025Q1: 11,121 shares; 2025Q2: 11,133 shares; 2025Q3: 10,850 shares; 2025Q4: 10,932 shares 10,932 $395K 0.02% +82 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: 3,209 shares; 2024Q4: 3,477 shares; 2025Q1: 2,880 shares; 2025Q2: 2,983 shares; 2025Q3: 3,165 shares; 2025Q4: 5,339 shares 5,339 $392K 0.02% +2,174 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,699 shares; 2025Q4: 13,857 shares 13,857 $389K 0.02% +6,158 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,386 shares; 2025Q3: 9,490 shares; 2025Q4: 10,161 shares 10,161 $386K 0.02% +671 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,765 shares 9,765 $385K 0.02% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,010 shares; 2024Q4: 14,228 shares; 2025Q1: 14,885 shares; 2025Q2: 9,439 shares; 2025Q3: 9,441 shares; 2025Q4: 5,847 shares 5,847 $380K 0.02% -3,594 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: 3,435 shares; 2024Q4: 3,453 shares; 2025Q1: 3,257 shares; 2025Q2: 3,271 shares; 2025Q3: 3,421 shares; 2025Q4: 1,534 shares 1,534 $379K 0.02% -1,887 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,172 shares; 2024Q4: 8,882 shares; 2025Q1: 10,181 shares; 2025Q2: 10,157 shares; 2025Q3: 10,195 shares; 2025Q4: 10,251 shares 10,251 $377K 0.02% +56 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,506 shares; 2025Q4: 2,218 shares 2,218 $376K 0.02% -288 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,145 shares; 2024Q4: 14,167 shares; 2025Q1: 14,195 shares; 2025Q2: 13,442 shares; 2025Q3: 13,478 shares; 2025Q4: 13,514 shares 13,514 $375K 0.02% +36 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,292 shares; 2025Q2: 4,306 shares; 2025Q3: 4,316 shares; 2025Q4: 5,091 shares 5,091 $375K 0.02% +775 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,013 shares; 2025Q4: 5,233 shares 5,233 $374K 0.02% +220 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: 1,643 shares; 2024Q4: 1,643 shares; 2025Q1: 1,644 shares; 2025Q2: 2,470 shares; 2025Q3: 2,471 shares; 2025Q4: 2,520 shares 2,520 $373K 0.02% +49 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,648 shares; 2025Q1: 1,657 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,409 shares 1,409 $370K 0.02% -282 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,538 shares; 2025Q1: 1,251 shares; 2025Q2: 1,222 shares; 2025Q3: 1,235 shares; 2025Q4: 1,151 shares 1,151 $368K 0.02% -84 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,628 shares; 2025Q1: 1,602 shares; 2025Q2: 1,809 shares; 2025Q3: 1,890 shares; 2025Q4: 1,831 shares 1,831 $366K 0.02% -59 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 6,630 shares; 2025Q1: 6,719 shares; 2025Q2: 6,701 shares; 2025Q3: 3,126 shares; 2025Q4: 3,238 shares 3,238 $366K 0.02% +112 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,980 shares; 2024Q4: 26,994 shares; 2025Q1: 27,011 shares; 2025Q2: 27,337 shares; 2025Q3: 27,052 shares; 2025Q4: 26,967 shares 26,967 $365K 0.02% -85 Timeline AVDE 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: 4,434 shares; 2024Q4: 4,434 shares; 2025Q1: 4,434 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 4,434 shares 4,434 $365K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,441 shares; 2025Q2: 13,194 shares; 2025Q3: 13,698 shares; 2025Q4: 14,027 shares 14,027 $365K 0.02% +329 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,426 shares; 2025Q3: 4,811 shares; 2025Q4: 5,911 shares 5,911 $362K 0.02% +1,100 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,529 shares; 2024Q4: 12,097 shares; 2025Q1: 12,172 shares; 2025Q2: 11,106 shares; 2025Q3: 11,106 shares; 2025Q4: 11,006 shares 11,006 $359K 0.02% -100 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,528 shares 2,528 $359K 0.02% new Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,350 shares; 2024Q4: 13,200 shares; 2025Q1: 13,200 shares; 2025Q2: 16,800 shares; 2025Q3: 16,427 shares; 2025Q4: 16,278 shares 16,278 $358K 0.02% -149 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: 6,208 shares; 2024Q4: 5,208 shares; 2025Q1: 6,208 shares; 2025Q2: 6,204 shares; 2025Q3: 6,231 shares; 2025Q4: 6,234 shares 6,234 $358K 0.02% +3 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,197 shares 4,197 $357K 0.02% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,074 shares; 2024Q4: 7,162 shares; 2025Q1: 7,207 shares; 2025Q2: 6,819 shares; 2025Q3: 6,889 shares; 2025Q4: 6,977 shares 6,977 $357K 0.02% +88 Timeline FTSM 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: 7,928 shares; 2024Q4: 6,995 shares; 2025Q1: 6,370 shares; 2025Q2: 5,220 shares; 2025Q3: 6,833 shares; 2025Q4: 5,940 shares 5,940 $356K 0.02% -893 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 5,616 shares; 2025Q1: 5,616 shares; 2025Q2: 5,616 shares; 2025Q3: 5,616 shares; 2025Q4: 5,634 shares 5,634 $355K 0.02% +18 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,117 shares; 2024Q4: 6,117 shares; 2025Q1: 6,100 shares; 2025Q2: 7,470 shares; 2025Q3: 7,388 shares; 2025Q4: 7,388 shares 7,388 $354K 0.02% 0 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,600 shares; 2024Q4: 73,600 shares; 2025Q1: 73,600 shares; 2025Q2: 73,600 shares; 2025Q3: 66,500 shares; 2025Q4: 65,000 shares 65,000 $353K 0.02% -1,500 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,834 shares; 2024Q4: 19,834 shares; 2025Q1: 19,834 shares; 2025Q2: 17,649 shares; 2025Q3: 17,649 shares; 2025Q4: 17,649 shares 17,649 $351K 0.02% 0 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,892 shares; 2024Q4: 10,297 shares; 2025Q1: 9,198 shares; 2025Q2: 9,806 shares; 2025Q3: 9,524 shares; 2025Q4: 8,243 shares 8,243 $347K 0.02% -1,281 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,603 shares; 2025Q4: 2,317 shares 2,317 $345K 0.02% +714 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,008 shares; 2025Q1: 719 shares; 2025Q2: 725 shares; 2025Q3: 767 shares; 2025Q4: 521 shares 521 $345K 0.02% -246 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: 50,681 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares 7,250 $343K 0.02% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,061 shares; 2024Q4: 7,086 shares; 2025Q1: 7,099 shares; 2025Q2: 8,458 shares; 2025Q3: 6,429 shares; 2025Q4: 6,345 shares 6,345 $342K 0.02% -84 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,777 shares; 2024Q4: 15,484 shares; 2025Q1: 14,884 shares; 2025Q2: 14,884 shares; 2025Q3: 14,484 shares; 2025Q4: 12,784 shares 12,784 $336K 0.02% -1,700 Timeline FDVV 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: 5,370 shares; 2024Q4: 5,872 shares; 2025Q1: 6,102 shares; 2025Q2: 5,665 shares; 2025Q3: 5,815 shares; 2025Q4: 5,915 shares 5,915 $335K 0.02% +100 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,652 shares; 2024Q4: 25,294 shares; 2025Q1: 25,749 shares; 2025Q2: 17,704 shares; 2025Q3: 18,049 shares; 2025Q4: 1,776 shares 1,776 $334K 0.02% -16,273 Timeline XOP 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: 3,264 shares; 2024Q4: 3,283 shares; 2025Q1: 3,229 shares; 2025Q2: 3,073 shares; 2025Q3: 2,709 shares; 2025Q4: 2,644 shares 2,644 $334K 0.02% -65 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,461 shares; 2024Q4: 6,493 shares; 2025Q1: 7,232 shares; 2025Q2: 7,377 shares; 2025Q3: 8,146 shares; 2025Q4: 8,146 shares 8,146 $332K 0.02% 0 Timeline BFEB 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: 7,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,161 shares; 2025Q3: 6,671 shares; 2025Q4: 6,792 shares 6,792 $331K 0.02% +121 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 703 shares; 2025Q1: 591 shares; 2025Q2: 555 shares; 2025Q3: 517 shares; 2025Q4: 565 shares 565 $327K 0.02% +48 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: 3,444 shares; 2024Q4: 3,669 shares; 2025Q1: 2,650 shares; 2025Q2: 2,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,653 shares 2,653 $326K 0.02% -14 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 951 shares; 2025Q1: 1,400 shares; 2025Q2: 1,394 shares; 2025Q3: 1,277 shares; 2025Q4: 1,438 shares 1,438 $325K 0.02% +161 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 408 shares; 2025Q1: 3,027 shares; 2025Q2: 400 shares; 2025Q3: 455 shares; 2025Q4: 566 shares 566 $323K 0.02% +111 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: not reported; 2025Q4: 3,701 shares 3,701 $322K 0.02% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,932 shares; 2024Q4: 53,982 shares; 2025Q1: 52,554 shares; 2025Q2: 52,627 shares; 2025Q3: 52,695 shares; 2025Q4: 52,741 shares 52,741 $318K 0.02% +46 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,452 shares 3,452 $316K 0.02% new Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 7,515 shares; 2025Q1: 7,527 shares; 2025Q2: 7,075 shares; 2025Q3: 7,093 shares; 2025Q4: 6,678 shares 6,678 $315K 0.02% -415 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 3,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,528 shares; 2025Q4: 4,255 shares 4,255 $314K 0.02% +1,727 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,430 shares; 2024Q4: 22,430 shares; 2025Q1: 22,430 shares; 2025Q2: 20,877 shares; 2025Q3: 20,877 shares; 2025Q4: 21,377 shares 21,377 $314K 0.02% +500 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,082 shares; 2025Q4: 2,661 shares 2,661 $311K 0.02% +579 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: 24,117 shares; 2024Q4: 17,282 shares; 2025Q1: 86,149 shares; 2025Q2: 9,517 shares; 2025Q3: 6,717 shares; 2025Q4: 6,117 shares 6,117 $308K 0.02% -600 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,479 shares; 2024Q4: 5,676 shares; 2025Q1: 5,368 shares; 2025Q2: 4,985 shares; 2025Q3: 5,006 shares; 2025Q4: 4,809 shares 4,809 $306K 0.02% -197 Timeline FEOE 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: not reported; 2025Q3: not reported; 2025Q4: 6,330 shares 6,330 $306K 0.02% new 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: 7,477 shares; 2024Q4: 7,477 shares; 2025Q1: 7,477 shares; 2025Q2: 7,477 shares; 2025Q3: 7,477 shares; 2025Q4: 7,360 shares 7,360 $306K 0.02% -117 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,399 shares 14,399 $304K 0.02% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares 2,682 $300K 0.02% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,807 shares 2,807 $300K 0.02% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,209 shares; 2025Q2: 11,288 shares; 2025Q3: 11,309 shares; 2025Q4: 11,411 shares 11,411 $299K 0.02% +102 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: 373 shares; 2024Q4: 459 shares; 2025Q1: 464 shares; 2025Q2: 490 shares; 2025Q3: 494 shares; 2025Q4: 494 shares 494 $299K 0.02% 0 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: 1,735 shares; 2024Q4: 1,665 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,629 shares; 2025Q4: 1,654 shares 1,654 $298K 0.02% +25 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,214 shares 6,214 $295K 0.02% new Timeline JCPI 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: 4,927 shares; 2024Q4: 4,927 shares; 2025Q1: 4,927 shares; 2025Q2: 4,927 shares; 2025Q3: 5,999 shares; 2025Q4: 6,102 shares 6,102 $294K 0.02% +103 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,428 shares; 2025Q4: 1,415 shares 1,415 $293K 0.02% -13 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,313 shares 2,313 $293K 0.02% new Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,556 shares 7,556 $292K 0.02% new Timeline BAB 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: 12,435 shares; 2024Q4: 12,452 shares; 2025Q1: 11,944 shares; 2025Q2: 12,374 shares; 2025Q3: 12,393 shares; 2025Q4: 10,709 shares 10,709 $291K 0.02% -1,684 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,740 shares; 2025Q4: 5,668 shares 5,668 $289K 0.02% +928 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,449 shares; 2024Q4: 19,852 shares; 2025Q1: 17,339 shares; 2025Q2: 3,813 shares; 2025Q3: 3,521 shares; 2025Q4: 2,622 shares 2,622 $288K 0.02% -899 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,263 shares; 2025Q1: 2,276 shares; 2025Q2: 1,740 shares; 2025Q3: 1,753 shares; 2025Q4: 1,766 shares 1,766 $287K 0.02% +13 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,600 shares 1,600 $287K 0.02% +400 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 5,813 shares; 2025Q1: not reported; 2025Q2: 7,807 shares; 2025Q3: 7,424 shares; 2025Q4: 7,643 shares 7,643 $286K 0.02% +219 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 7,125 shares; 2025Q1: 4,009 shares; 2025Q2: 3,851 shares; 2025Q3: 4,005 shares; 2025Q4: 4,241 shares 4,241 $284K 0.01% +236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,924 shares; 2025Q4: 2,056 shares 2,056 $284K 0.01% +132 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,887 shares; 2025Q4: 6,412 shares 6,412 $283K 0.01% -2,475 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,294 shares; 2025Q3: 5,682 shares; 2025Q4: 5,682 shares 5,682 $283K 0.01% 0 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,586 shares 10,586 $281K 0.01% new Timeline DHS 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: 2,238 shares; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,738 shares 2,738 $279K 0.01% +500 Timeline FVD 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: 22,516 shares; 2024Q4: 21,644 shares; 2025Q1: 4,882 shares; 2025Q2: 4,891 shares; 2025Q3: 4,900 shares; 2025Q4: 6,011 shares 6,011 $277K 0.01% +1,111 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,339 shares 9,339 $277K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 7,652 shares; 2025Q1: 6,557 shares; 2025Q2: 6,467 shares; 2025Q3: 6,358 shares; 2025Q4: 2,602 shares 2,602 $273K 0.01% -3,756 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,753 shares 1,753 $269K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 9,046 shares; 2025Q1: 8,561 shares; 2025Q2: 8,124 shares; 2025Q3: 8,015 shares; 2025Q4: 5,745 shares 5,745 $267K 0.01% -2,270 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares 1,185 $266K 0.01% 0 Timeline FNDC 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: 6,001 shares; 2024Q4: 6,001 shares; 2025Q1: 6,001 shares; 2025Q2: 5,976 shares; 2025Q3: 5,976 shares; 2025Q4: 5,976 shares 5,976 $266K 0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,525 shares; 2024Q4: 20,420 shares; 2025Q1: 20,420 shares; 2025Q2: 22,255 shares; 2025Q3: 21,755 shares; 2025Q4: 23,505 shares 23,505 $264K 0.01% +1,750 Timeline HEI-A 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: 1,030 shares; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,030 shares; 2025Q4: 1,039 shares 1,039 $262K 0.01% +9 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $258K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 3,173 shares; 2025Q1: 3,186 shares; 2025Q2: 3,461 shares; 2025Q3: 3,463 shares; 2025Q4: 3,300 shares 3,300 $257K 0.01% -163 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: 2,562 shares; 2024Q4: 2,563 shares; 2025Q1: 2,565 shares; 2025Q2: 2,566 shares; 2025Q3: 2,567 shares; 2025Q4: 2,469 shares 2,469 $257K 0.01% -98 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,725 shares; 2025Q1: 5,530 shares; 2025Q2: 5,530 shares; 2025Q3: 5,365 shares; 2025Q4: 5,365 shares 5,365 $256K 0.01% 0 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: 5,455 shares; 2024Q4: 10,458 shares; 2025Q1: 10,519 shares; 2025Q2: 10,346 shares; 2025Q3: 10,178 shares; 2025Q4: 7,851 shares 7,851 $247K 0.01% -2,327 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,123 shares; 2025Q4: 5,281 shares 5,281 $247K 0.01% +158 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: 22,582 shares; 2024Q4: 23,229 shares; 2025Q1: 5,095 shares; 2025Q2: 5,338 shares; 2025Q3: 5,507 shares; 2025Q4: 5,495 shares 5,495 $247K 0.01% -12 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,394 shares; 2025Q4: 7,045 shares 7,045 $245K 0.01% +651 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,138 shares; 2025Q1: not reported; 2025Q2: 4,591 shares; 2025Q3: 4,149 shares; 2025Q4: 4,581 shares 4,581 $244K 0.01% +432 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,880 shares 2,880 $241K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 792 shares 792 $239K 0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,335 shares 7,335 $239K 0.01% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,785 shares; 2025Q4: 4,799 shares 4,799 $239K 0.01% +14 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,409 shares 5,409 $239K 0.01% new Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 7,938 shares; 2025Q1: 6,986 shares; 2025Q2: 5,787 shares; 2025Q3: 5,378 shares; 2025Q4: 4,765 shares 4,765 $239K 0.01% -613 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 291 shares; 2025Q2: 290 shares; 2025Q3: 321 shares; 2025Q4: 1,555 shares 1,555 $238K 0.01% +1,234 Timeline IBUY 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: 3,431 shares; 2025Q2: 3,376 shares; 2025Q3: 3,191 shares; 2025Q4: 3,189 shares 3,189 $237K 0.01% -2 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,043 shares 4,043 $234K 0.01% new Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 8,164 shares; 2025Q1: 5,662 shares; 2025Q2: 6,795 shares; 2025Q3: 7,178 shares; 2025Q4: 5,216 shares 5,216 $234K 0.01% -1,962 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,130 shares; 2024Q4: 8,130 shares; 2025Q1: 5,793 shares; 2025Q2: 6,964 shares; 2025Q3: 7,360 shares; 2025Q4: 5,343 shares 5,343 $232K 0.01% -2,017 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: 765 shares; 2024Q4: 753 shares; 2025Q1: 754 shares; 2025Q2: 724 shares; 2025Q3: 652 shares; 2025Q4: 662 shares 662 $232K 0.01% +10 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 654 shares 654 $231K 0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,319 shares; 2025Q1: 2,241 shares; 2025Q2: 2,245 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares 2,010 $229K 0.01% 0 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,704 shares; 2024Q4: 7,704 shares; 2025Q1: 5,780 shares; 2025Q2: 6,968 shares; 2025Q3: 7,387 shares; 2025Q4: 5,481 shares 5,481 $228K 0.01% -1,906 Timeline KF KOREA FD INC More: the full row for KOREA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,201 shares 6,201 $225K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,342 shares; 2025Q1: 6,344 shares; 2025Q2: 5,944 shares; 2025Q3: 5,911 shares; 2025Q4: 5,870 shares 5,870 $225K 0.01% -41 Timeline DWAS 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: 2,574 shares; 2024Q4: 2,525 shares; 2025Q1: 2,817 shares; 2025Q2: 2,487 shares; 2025Q3: 2,327 shares; 2025Q4: 2,327 shares 2,327 $225K 0.01% 0 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP 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: 7,360 shares; 2025Q3: 7,248 shares; 2025Q4: 7,248 shares 7,248 $225K 0.01% 0 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: 3,134 shares; 2024Q4: 3,413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares 975 $224K 0.01% new Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 5,525 shares; 2025Q4: 5,425 shares 5,425 $224K 0.01% -100 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 596 shares; 2025Q4: 597 shares 597 $223K 0.01% +1 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 5,881 shares; 2025Q4: 5,881 shares 5,881 $223K 0.01% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,283 shares; 2025Q4: 9,291 shares 9,291 $220K 0.01% +8 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,496 shares; 2025Q4: 9,951 shares 9,951 $219K 0.01% +455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,575 shares 5,575 $219K 0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,615 shares; 2025Q3: 4,694 shares; 2025Q4: 4,622 shares 4,622 $218K 0.01% -72 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,215 shares 8,215 $216K 0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,724 shares; 2024Q4: 7,960 shares; 2025Q1: 8,030 shares; 2025Q2: 8,009 shares; 2025Q3: 8,099 shares; 2025Q4: 832 shares 832 $215K 0.01% -7,267 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,856 shares 3,856 $215K 0.01% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,838 shares; 2025Q2: 10,850 shares; 2025Q3: 10,862 shares; 2025Q4: 11,403 shares 11,403 $215K 0.01% +541 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,047 shares; 2025Q4: 9,047 shares 9,047 $214K 0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,344 shares; 2025Q2: 11,357 shares; 2025Q3: 11,369 shares; 2025Q4: 12,631 shares 12,631 $214K 0.01% +1,262 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 11,500 shares 11,500 $213K 0.01% -500 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 773 shares 773 $213K 0.01% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,171 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,113 shares; 2025Q4: 908 shares 908 $213K 0.01% -205 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: 2,352 shares; 2024Q4: 2,489 shares; 2025Q1: 1,480 shares; 2025Q2: 1,498 shares; 2025Q3: not reported; 2025Q4: 1,147 shares 1,147 $213K 0.01% new 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: 27,193 shares; 2024Q4: 26,993 shares; 2025Q1: 26,993 shares; 2025Q2: 26,993 shares; 2025Q3: 25,349 shares; 2025Q4: 17,125 shares 17,125 $212K 0.01% -8,224 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,216 shares 2,216 $211K 0.01% new Timeline SRVR 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: 10,859 shares; 2024Q4: 10,859 shares; 2025Q1: 10,550 shares; 2025Q2: 8,550 shares; 2025Q3: 7,750 shares; 2025Q4: 7,350 shares 7,350 $211K 0.01% -400 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: 8,907 shares; 2024Q4: 7,126 shares; 2025Q1: 8,286 shares; 2025Q2: 7,581 shares; 2025Q3: not reported; 2025Q4: 8,957 shares 8,957 $209K 0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,044 shares; 2024Q4: 2,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares 2,056 $209K 0.01% new Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,545 shares; 2024Q4: 11,545 shares; 2025Q1: 11,545 shares; 2025Q2: 10,845 shares; 2025Q3: 10,845 shares; 2025Q4: 10,845 shares 10,845 $207K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 4,367 shares; 2025Q1: 4,352 shares; 2025Q2: 4,322 shares; 2025Q3: 4,336 shares; 2025Q4: 4,281 shares 4,281 $207K 0.01% -55 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,745 shares; 2025Q4: 6,745 shares 6,745 $206K 0.01% 0 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: 6,805 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares 5,305 $206K 0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,701 shares 3,701 $204K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,488 shares; 2025Q4: 4,015 shares 4,015 $202K 0.01% -473 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,092 shares 12,092 $202K 0.01% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $202K 0.01% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170,881 shares; 2025Q4: 8,065 shares 8,065 $200K 0.01% -162,816 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,145 shares 11,145 $191K 0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,552 shares; 2024Q4: 23,052 shares; 2025Q1: 23,052 shares; 2025Q2: 18,946 shares; 2025Q3: 18,946 shares; 2025Q4: 18,946 shares 18,946 $180K 0.01% 0 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 11,200 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares 10,700 $180K 0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,090 shares; 2024Q4: 26,305 shares; 2025Q1: not reported; 2025Q2: 10,235 shares; 2025Q3: 10,235 shares; 2025Q4: 10,235 shares 10,235 $168K 0.01% 0 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: 21,610 shares; 2024Q4: 20,610 shares; 2025Q1: 20,610 shares; 2025Q2: 20,610 shares; 2025Q3: 20,610 shares; 2025Q4: 20,212 shares 20,212 $167K 0.01% -398 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,430 shares; 2025Q1: 13,080 shares; 2025Q2: 13,080 shares; 2025Q3: 11,980 shares; 2025Q4: 10,080 shares 10,080 $164K 0.01% -1,900 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,570 shares; 2024Q4: 24,715 shares; 2025Q1: 22,960 shares; 2025Q2: 23,914 shares; 2025Q3: 24,124 shares; 2025Q4: 20,066 shares 20,066 $157K 0.01% -4,058 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,180 shares; 2024Q4: 17,181 shares; 2025Q1: 17,183 shares; 2025Q2: 14,892 shares; 2025Q3: 14,894 shares; 2025Q4: 14,895 shares 14,895 $145K 0.01% +1 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,659 shares; 2024Q4: 25,151 shares; 2025Q1: 20,235 shares; 2025Q2: 18,736 shares; 2025Q3: 18,453 shares; 2025Q4: 17,546 shares 17,546 $145K 0.01% -907 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,466 shares; 2024Q4: 19,192 shares; 2025Q1: 19,269 shares; 2025Q2: 18,042 shares; 2025Q3: 18,126 shares; 2025Q4: 13,683 shares 13,683 $138K 0.01% -4,443 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 13,474 shares; 2025Q1: 13,474 shares; 2025Q2: 11,686 shares; 2025Q3: 11,686 shares; 2025Q4: 11,686 shares 11,686 $138K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,167 shares; 2024Q4: 13,056 shares; 2025Q1: 13,145 shares; 2025Q2: 13,286 shares; 2025Q3: 11,281 shares; 2025Q4: 11,436 shares 11,436 $133K 0.01% +155 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,668 shares; 2024Q4: 13,206 shares; 2025Q1: 13,219 shares; 2025Q2: 13,232 shares; 2025Q3: 13,245 shares; 2025Q4: 13,258 shares 13,258 $132K 0.01% +13 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,100 shares; 2024Q4: 75,100 shares; 2025Q1: 32,100 shares; 2025Q2: 32,100 shares; 2025Q3: 27,700 shares; 2025Q4: 20,200 shares 20,200 $128K 0.01% -7,500 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,836 shares; 2024Q4: 15,839 shares; 2025Q1: 15,842 shares; 2025Q2: 13,402 shares; 2025Q3: 12,495 shares; 2025Q4: 11,220 shares 11,220 $128K 0.01% -1,275 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,503 shares; 2024Q4: 13,828 shares; 2025Q1: 13,990 shares; 2025Q2: 14,175 shares; 2025Q3: 14,360 shares; 2025Q4: 14,829 shares 14,829 $127K 0.01% +469 Timeline VNDA VANDA PHARMACEUTICALS INC More: the full row for VANDA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,000 shares 14,000 $123K 0.01% -500 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,718 shares; 2024Q4: 22,798 shares; 2025Q1: 22,893 shares; 2025Q2: 18,943 shares; 2025Q3: 19,038 shares; 2025Q4: 19,135 shares 19,135 $113K 0.01% +97 Timeline MMA MIXED MARTIAL ARTS GROUP LTD More: the full row for MIXED MARTIAL ARTS GROUP 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: 100,000 shares; 2025Q4: 100,000 shares 100,000 $112K 0.01% 0 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares 16,000 $105K 0.01% new Timeline NVCT NUVECTIS PHARMA INC More: the full row for NUVECTIS PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $98.2K 0.01% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND 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: 15,451 shares 15,451 $87.6K <0.01% new Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares 22,500 $70.2K <0.01% 0 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares 10,450 $67.4K <0.01% new Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,749 shares; 2024Q4: 14,436 shares; 2025Q1: 14,436 shares; 2025Q2: 14,436 shares; 2025Q3: 14,411 shares; 2025Q4: 14,411 shares 14,411 $63.1K <0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE 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: 12,000 shares; 2025Q2: 13,500 shares; 2025Q3: 19,500 shares; 2025Q4: 31,500 shares 31,500 $44.4K <0.01% +12,000 Timeline HYPD HYPERION DEFI INC More: the full row for HYPERION DEFI 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: 11,125 shares 11,125 $39.6K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 15,645 shares; 2025Q1: 18,145 shares; 2025Q2: 18,145 shares; 2025Q3: 15,645 shares; 2025Q4: 12,500 shares 12,500 $24.6K <0.01% -3,145 Timeline