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; 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; 2026Q1: 4,611 shares 4,611 $604K 0.03% +55 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,465 shares; 2024Q4: 19,560 shares; 2025Q1: 19,450 shares; 2025Q2: 19,560 shares; 2025Q3: 18,389 shares; 2025Q4: 17,957 shares; 2026Q1: 17,537 shares 17,537 $595K 0.03% -420 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 4,157 shares; 2025Q1: 3,968 shares; 2025Q2: 3,724 shares; 2025Q3: 3,569 shares; 2025Q4: 3,508 shares; 2026Q1: 3,209 shares 3,209 $591K 0.03% -299 Timeline FDT 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,785 shares 6,785 $590K 0.03% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400,000 shares; 2025Q2: 418,300 shares; 2025Q3: 418,300 shares; 2025Q4: 418,300 shares; 2026Q1: 421,300 shares 421,300 $590K 0.03% +3,000 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,109 shares; 2025Q4: 16,842 shares; 2026Q1: 16,072 shares 16,072 $583K 0.03% -770 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,164 shares; 2024Q4: 34,664 shares; 2025Q1: 34,688 shares; 2025Q2: 34,236 shares; 2025Q3: 34,258 shares; 2025Q4: 33,658 shares; 2026Q1: 32,488 shares 32,488 $578K 0.03% -1,170 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,800 shares; 2026Q1: 14,799 shares 14,799 $577K 0.03% +1,999 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,386 shares; 2025Q3: 9,490 shares; 2025Q4: 10,161 shares; 2026Q1: 10,075 shares 10,075 $570K 0.03% -86 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,235 shares; 2025Q1: 3,376 shares; 2025Q2: 3,424 shares; 2025Q3: 3,603 shares; 2025Q4: 2,231 shares; 2026Q1: 2,137 shares 2,137 $570K 0.03% -94 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,319 shares; 2025Q4: 10,364 shares; 2026Q1: 12,121 shares 12,121 $569K 0.03% +1,757 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; 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; 2026Q1: 4,329 shares 4,329 $567K 0.03% -116 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,125 shares; 2025Q1: 1,126 shares; 2025Q2: 1,183 shares; 2025Q3: 1,265 shares; 2025Q4: 1,739 shares; 2026Q1: 1,774 shares 1,774 $564K 0.03% +35 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,677 shares; 2024Q4: 5,680 shares; 2025Q1: 5,430 shares; 2025Q2: 5,432 shares; 2025Q3: 5,433 shares; 2025Q4: 5,434 shares; 2026Q1: 5,436 shares 5,436 $561K 0.03% +2 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; 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; 2026Q1: 2,835 shares 2,835 $556K 0.03% +13 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,814 shares; 2024Q4: 7,138 shares; 2025Q1: 7,740 shares; 2025Q2: 7,969 shares; 2025Q3: 8,144 shares; 2025Q4: 8,424 shares; 2026Q1: 8,297 shares 8,297 $555K 0.03% -127 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; 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; 2026Q1: 8,960 shares 8,960 $554K 0.03% +455 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,091 shares; 2026Q1: 22,916 shares 22,916 $546K 0.03% -2,175 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; 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; 2026Q1: 26,507 shares 26,507 $541K 0.03% +792 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,291 shares; 2026Q1: 21,009 shares 21,009 $538K 0.03% +3,718 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; 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; 2026Q1: 10,613 shares 10,613 $536K 0.03% -2 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,330 shares; 2026Q1: 10,606 shares 10,606 $535K 0.03% +4,276 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,702 shares; 2024Q4: 24,067 shares; 2025Q1: 20,088 shares; 2025Q2: 17,440 shares; 2025Q3: 17,822 shares; 2025Q4: 13,047 shares; 2026Q1: 10,989 shares 10,989 $534K 0.03% -2,058 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; 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; 2026Q1: 16,825 shares 16,825 $533K 0.03% 0 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; 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; 2026Q1: 21,365 shares 21,365 $529K 0.03% -725 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; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,417 shares; 2025Q3: 1,418 shares; 2025Q4: 1,446 shares; 2026Q1: 1,447 shares 1,447 $520K 0.03% +1 Timeline JMTG 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,673 shares; 2025Q3: 13,670 shares; 2025Q4: 11,320 shares; 2026Q1: 10,176 shares 10,176 $519K 0.03% -1,144 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,714 shares; 2025Q4: 18,818 shares; 2026Q1: 22,654 shares 22,654 $519K 0.03% +3,836 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,569 shares 1,569 $516K 0.03% -58 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; 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; 2026Q1: 15,250 shares 15,250 $515K 0.03% 0 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; 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; 2026Q1: 3,709 shares 3,709 $513K 0.03% +162 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; 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; 2026Q1: 17,165 shares 17,165 $513K 0.03% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,724 shares; 2024Q4: 33,820 shares; 2025Q1: 34,485 shares; 2025Q2: 19,542 shares; 2025Q3: 19,765 shares; 2025Q4: 22,184 shares; 2026Q1: 4,096 shares 4,096 $511K 0.03% -18,088 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares; 2026Q1: 5,900 shares 5,900 $511K 0.03% +500 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; 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; 2026Q1: 5,452 shares 5,452 $511K 0.03% -123 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,783 shares; 2026Q1: 6,589 shares 6,589 $510K 0.03% +806 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,012 shares; 2024Q4: 46,774 shares; 2025Q1: 44,194 shares; 2025Q2: 43,167 shares; 2025Q3: 42,323 shares; 2025Q4: 41,705 shares; 2026Q1: 39,662 shares 39,662 $502K 0.03% -2,043 Timeline 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; 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; 2026Q1: 40,440 shares 40,440 $497K 0.03% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,758 shares; 2025Q4: 12,843 shares; 2026Q1: 12,843 shares 12,843 $497K 0.03% 0 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; 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; 2026Q1: 3,648 shares 3,648 $493K 0.03% -103 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; 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; 2026Q1: 25,084 shares 25,084 $492K 0.03% +188 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; 2024Q2: restricted; 2024Q3: 53,689 shares; 2024Q4: 55,027 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,313 shares; 2026Q1: 17,118 shares 17,118 $491K 0.03% +805 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,872 shares 5,872 $491K 0.03% +100 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,845 shares 5,845 $489K 0.03% +1,604 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,765 shares; 2026Q1: 11,420 shares 11,420 $486K 0.03% +1,655 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,195 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,871 shares; 2025Q4: 1,831 shares; 2026Q1: 1,321 shares 1,321 $485K 0.03% -510 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; 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; 2026Q1: 24,770 shares 24,770 $484K 0.02% +886 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; 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; 2026Q1: 27,928 shares 27,928 $483K 0.02% +961 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,600 shares 17,600 $479K 0.02% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,424 shares 9,424 $477K 0.02% -73 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,123 shares 5,123 $476K 0.02% -216 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; 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; 2026Q1: 3,781 shares 3,781 $476K 0.02% -150 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; 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; 2026Q1: 93,815 shares 93,815 $476K 0.02% +28,815 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,877 shares 7,877 $474K 0.02% -40 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,323 shares; 2025Q3: 7,966 shares; 2025Q4: 8,902 shares; 2026Q1: 9,559 shares 9,559 $474K 0.02% +657 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; 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; 2026Q1: 7,246 shares 7,246 $471K 0.02% +61 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,693 shares; 2024Q4: 70,693 shares; 2025Q1: 63,643 shares; 2025Q2: 23,523 shares; 2025Q3: 14,498 shares; 2025Q4: 10,150 shares; 2026Q1: 7,375 shares 7,375 $466K 0.02% -2,775 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,647 shares; 2025Q3: 9,115 shares; 2025Q4: 11,568 shares; 2026Q1: 12,415 shares 12,415 $465K 0.02% +847 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,043 shares; 2024Q4: 91,686 shares; 2025Q1: 23,110 shares; 2025Q2: 23,055 shares; 2025Q3: 24,206 shares; 2025Q4: 23,815 shares; 2026Q1: 4,281 shares 4,281 $465K 0.02% -19,534 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,800 shares; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 1,039 shares; 2025Q4: 1,108 shares; 2026Q1: 1,168 shares 1,168 $465K 0.02% +60 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,399 shares; 2026Q1: 19,330 shares 19,330 $463K 0.02% +4,931 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; 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; 2026Q1: 66,422 shares 66,422 $462K 0.02% +2,500 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; 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; 2026Q1: 11,491 shares 11,491 $461K 0.02% +96 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,020 shares; 2024Q4: 25,020 shares; 2025Q1: 25,020 shares; 2025Q2: 25,300 shares; 2025Q3: 24,000 shares; 2025Q4: 23,850 shares; 2026Q1: 18,800 shares 18,800 $459K 0.02% -5,050 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; 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; 2026Q1: 2,180 shares 2,180 $458K 0.02% +28 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 3,080 shares; 2025Q1: 2,915 shares; 2025Q2: 2,703 shares; 2025Q3: 2,420 shares; 2025Q4: 5,010 shares; 2026Q1: 2,674 shares 2,674 $452K 0.02% -2,336 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; 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; 2026Q1: 5,810 shares 5,810 $448K 0.02% +2,510 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,729 shares; 2026Q1: 1,675 shares 1,675 $447K 0.02% -54 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; 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; 2026Q1: 1,529 shares 1,529 $444K 0.02% -5 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; 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; 2026Q1: 20,942 shares 20,942 $443K 0.02% +28 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,808 shares 12,808 $442K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,390 shares; 2025Q2: 10,540 shares; 2025Q3: 10,540 shares; 2025Q4: 10,540 shares; 2026Q1: 10,540 shares 10,540 $442K 0.02% 0 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; 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; 2026Q1: 39,430 shares 39,430 $432K 0.02% -700 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,714 shares 2,714 $430K 0.02% +2 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; 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; 2026Q1: 8,575 shares 8,575 $427K 0.02% -177 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; 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; 2026Q1: 24,652 shares 24,652 $422K 0.02% +2,516 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,394 shares; 2025Q4: 7,045 shares; 2026Q1: 8,968 shares 8,968 $422K 0.02% +1,923 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,260 shares 15,260 $421K 0.02% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,050 shares 16,050 $421K 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,506 shares; 2025Q4: 2,218 shares; 2026Q1: 2,052 shares 2,052 $417K 0.02% -166 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; 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; 2026Q1: 9,241 shares 9,241 $415K 0.02% -900 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,498 shares 2,498 $414K 0.02% new Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,241 shares 10,241 $411K 0.02% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,129 shares; 2025Q3: 3,132 shares; 2025Q4: 5,870 shares; 2026Q1: 5,822 shares 5,822 $409K 0.02% -48 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; 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; 2026Q1: 5,646 shares 5,646 $405K 0.02% -201 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; 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; 2026Q1: 15,014 shares 15,014 $404K 0.02% +1,500 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,117 shares 4,117 $404K 0.02% -2,000 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; 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; 2026Q1: 10,051 shares 10,051 $401K 0.02% -117 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; 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; 2026Q1: 8,778 shares 8,778 $400K 0.02% +535 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,013 shares; 2025Q4: 5,233 shares; 2026Q1: 5,364 shares 5,364 $399K 0.02% +131 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,214 shares; 2026Q1: 8,486 shares 8,486 $397K 0.02% +2,272 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; 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; 2026Q1: 10,842 shares 10,842 $397K 0.02% -90 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; 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; 2026Q1: 11,265 shares 11,265 $396K 0.02% -1,519 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; 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; 2026Q1: 32,141 shares 32,141 $395K 0.02% +842 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,441 shares; 2025Q2: 13,194 shares; 2025Q3: 13,698 shares; 2025Q4: 14,027 shares; 2026Q1: 15,031 shares 15,031 $388K 0.02% +1,004 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; 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; 2026Q1: 2,661 shares 2,661 $385K 0.02% +59 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; 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; 2026Q1: 5,288 shares 5,288 $384K 0.02% -946 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,292 shares; 2025Q2: 4,306 shares; 2025Q3: 4,316 shares; 2025Q4: 5,091 shares; 2026Q1: 5,094 shares 5,094 $383K 0.02% +3 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; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: not reported; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,366 shares; 2025Q4: not reported; 2026Q1: 6,613 shares 6,613 $381K 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,313 shares; 2026Q1: 2,949 shares 2,949 $378K 0.02% +636 Timeline FMTL 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,282 shares 11,282 $378K 0.02% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,600 shares; 2026Q1: 2,700 shares 2,700 $378K 0.02% +1,100 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; 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; 2026Q1: 4,434 shares 4,434 $376K 0.02% 0 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,026 shares 14,026 $376K 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,043 shares; 2026Q1: 6,316 shares 6,316 $374K 0.02% +2,273 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,520 shares 2,520 $372K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,394 shares 1,394 $371K 0.02% -15 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,122 shares; 2024Q4: not reported; 2025Q1: 9,775 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,349 shares 7,349 $370K 0.02% new 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; 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; 2026Q1: 10,244 shares 10,244 $369K 0.02% -7 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; 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; 2026Q1: 8,834 shares 8,834 $368K 0.02% -123 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 408 shares; 2025Q1: 3,027 shares; 2025Q2: 400 shares; 2025Q3: 455 shares; 2025Q4: 566 shares; 2026Q1: 735 shares 735 $367K 0.02% +169 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; 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; 2026Q1: 2,859 shares 2,859 $367K 0.02% -346 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; 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; 2026Q1: 1,097 shares 1,097 $366K 0.02% -54 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,924 shares; 2025Q4: 2,056 shares; 2026Q1: 2,370 shares 2,370 $362K 0.02% +314 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; 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; 2026Q1: 1,666 shares 1,666 $361K 0.02% +12 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; 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; 2026Q1: 5,634 shares 5,634 $360K 0.02% 0 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,216 shares 16,216 $354K 0.02% -62 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,701 shares; 2026Q1: 2,606 shares 2,606 $353K 0.02% -1,095 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; 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; 2026Q1: 7,021 shares 7,021 $352K 0.02% +44 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares; 2026Q1: 3,819 shares 3,819 $352K 0.02% +1,137 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; 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; 2026Q1: 5,875 shares 5,875 $351K 0.02% -65 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; 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; 2026Q1: 17,649 shares 17,649 $349K 0.02% 0 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; 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; 2026Q1: 11,006 shares 11,006 $348K 0.02% 0 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; 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; 2026Q1: 6,275 shares 6,275 $347K 0.02% +360 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,002 shares 2,002 $343K 0.02% +37 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,263 shares 9,263 $341K 0.02% +1,620 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; 2024Q2: restricted; 2024Q3: 50,681 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares; 2026Q1: 7,250 shares 7,250 $341K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 459 shares; 2025Q1: 464 shares; 2025Q2: 490 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 543 shares 543 $335K 0.02% +49 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,428 shares; 2025Q4: 1,415 shares; 2026Q1: 1,348 shares 1,348 $333K 0.02% -67 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,807 shares; 2026Q1: 3,398 shares 3,398 $333K 0.02% +591 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; 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; 2026Q1: 1,359 shares 1,359 $332K 0.02% -407 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,082 shares; 2025Q4: 2,661 shares; 2026Q1: 2,924 shares 2,924 $332K 0.02% +263 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,528 shares; 2026Q1: 2,508 shares 2,508 $330K 0.02% -20 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,294 shares; 2025Q3: 5,682 shares; 2025Q4: 5,682 shares; 2026Q1: 6,582 shares 6,582 $328K 0.02% +900 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,197 shares; 2026Q1: 3,847 shares 3,847 $326K 0.02% -350 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,096 shares 6,096 $324K 0.02% -249 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,785 shares 1,785 $324K 0.02% -46 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170,881 shares; 2025Q4: 8,065 shares; 2026Q1: 10,435 shares 10,435 $324K 0.02% +2,370 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; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,161 shares; 2025Q3: 6,671 shares; 2025Q4: 6,792 shares; 2026Q1: 6,776 shares 6,776 $323K 0.02% -16 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,556 shares; 2026Q1: 7,263 shares 7,263 $323K 0.02% -293 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; 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; 2026Q1: 52,741 shares 52,741 $319K 0.02% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,888 shares 2,888 $315K 0.02% +150 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,525 shares; 2025Q2: 29,741 shares; 2025Q3: 30,943 shares; 2025Q4: 20,621 shares; 2026Q1: 21,773 shares 21,773 $314K 0.02% +1,152 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,616 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,378 shares 3,378 $313K 0.02% new 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; 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; 2026Q1: 3,192 shares 3,192 $312K 0.02% -46 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 5,957 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,009 shares 6,009 $309K 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; 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; 2026Q1: 6,556 shares 6,556 $304K 0.02% -122 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; 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; 2026Q1: 6,257 shares 6,257 $303K 0.02% +155 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; 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; 2026Q1: 7,360 shares 7,360 $302K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,745 shares; 2025Q4: 6,745 shares; 2026Q1: 10,020 shares 10,020 $299K 0.02% +3,275 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,753 shares; 2026Q1: 1,859 shares 1,859 $297K 0.02% +106 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 3,248 shares; 2025Q1: 4,058 shares; 2025Q2: 5,506 shares; 2025Q3: 6,656 shares; 2025Q4: 5,986 shares; 2026Q1: 2,455 shares 2,455 $296K 0.02% -3,531 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,452 shares; 2026Q1: 3,314 shares 3,314 $293K 0.02% -138 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,595 shares; 2026Q1: 2,680 shares 2,680 $292K 0.02% -10,915 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; 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; 2026Q1: 15,526 shares 15,526 $292K 0.02% -2,286 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares 220 $291K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,123 shares; 2025Q4: 5,281 shares; 2026Q1: 6,232 shares 6,232 $290K 0.01% +951 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,740 shares; 2025Q4: 5,668 shares; 2026Q1: 5,668 shares 5,668 $289K 0.01% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,720 shares; 2025Q2: 62,305 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,839 shares 5,839 $288K 0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,209 shares; 2025Q2: 11,288 shares; 2025Q3: 11,309 shares; 2025Q4: 11,411 shares; 2026Q1: 11,376 shares 11,376 $286K 0.01% -35 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; 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; 2026Q1: 5,903 shares 5,903 $284K 0.01% +1,622 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; 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; 2026Q1: 6,021 shares 6,021 $283K 0.01% +10 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,426 shares; 2025Q3: 4,811 shares; 2025Q4: 5,911 shares; 2026Q1: 5,481 shares 5,481 $278K 0.01% -430 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,586 shares; 2026Q1: 10,556 shares 10,556 $277K 0.01% -30 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; 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; 2026Q1: 5,976 shares 5,976 $277K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,339 shares; 2026Q1: 9,039 shares 9,039 $276K 0.01% -300 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; 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; 2026Q1: 25,214 shares 25,214 $274K 0.01% +1,709 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,603 shares; 2025Q4: 2,317 shares; 2026Q1: 1,937 shares 1,937 $274K 0.01% -380 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,201 shares; 2026Q1: 6,001 shares 6,001 $269K 0.01% -200 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,166 shares 5,166 $269K 0.01% +585 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,991 shares 1,991 $259K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378 shares 378 $258K 0.01% new 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; 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; 2026Q1: 7,059 shares 7,059 $257K 0.01% -1,087 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,209 shares 5,209 $255K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,615 shares; 2025Q3: 4,694 shares; 2025Q4: 4,622 shares; 2026Q1: 5,425 shares 5,425 $255K 0.01% +803 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; 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; 2026Q1: 5,365 shares 5,365 $254K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,502 shares 1,502 $254K 0.01% -274 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 5,881 shares; 2025Q4: 5,881 shares; 2026Q1: 5,781 shares 5,781 $252K 0.01% -100 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $252K 0.01% 0 Timeline EVSM 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,975 shares 4,975 $250K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,434 shares; 2025Q3: 49,171 shares; 2025Q4: 36,079 shares; 2026Q1: 8,615 shares 8,615 $248K 0.01% -27,464 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; 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; 2026Q1: 1,185 shares 1,185 $247K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,409 shares; 2026Q1: 5,409 shares 5,409 $246K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,701 shares; 2026Q1: 3,911 shares 3,911 $245K 0.01% +210 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; 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; 2026Q1: 17,125 shares 17,125 $245K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,880 shares; 2026Q1: 2,667 shares 2,667 $240K 0.01% -213 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 792 shares; 2026Q1: 792 shares 792 $239K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,856 shares; 2026Q1: 4,312 shares 4,312 $239K 0.01% +456 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; 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; 2026Q1: 5,608 shares 5,608 $238K 0.01% +127 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; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 3,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,528 shares; 2025Q4: 4,255 shares; 2026Q1: 2,995 shares 2,995 $238K 0.01% -1,260 Timeline FLQM 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,306 shares 4,306 $237K 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; 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; 2026Q1: 5,870 shares 5,870 $236K 0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,470 shares 2,470 $236K 0.01% +1 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,785 shares; 2025Q4: 4,799 shares; 2026Q1: 4,772 shares 4,772 $236K 0.01% -27 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; 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; 2026Q1: 5,312 shares 5,312 $234K 0.01% +96 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,360 shares; 2025Q3: 7,248 shares; 2025Q4: 7,248 shares; 2026Q1: 7,248 shares 7,248 $233K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,335 shares; 2026Q1: 7,999 shares 7,999 $233K 0.01% +664 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: 1,715 shares; 2025Q3: 1,722 shares; 2025Q4: 6,317 shares; 2026Q1: 1,945 shares 1,945 $233K 0.01% -4,372 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,410 shares 4,410 $231K 0.01% new 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; 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; 2026Q1: 5,439 shares 5,439 $230K 0.01% +96 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,085 shares 2,085 $230K 0.01% -537 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,427 shares 14,427 $230K 0.01% new 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; 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; 2026Q1: 2,327 shares 2,327 $229K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 703 shares; 2025Q1: 591 shares; 2025Q2: 555 shares; 2025Q3: 517 shares; 2025Q4: 565 shares; 2026Q1: 465 shares 465 $229K 0.01% -100 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: 2,250 shares; 2025Q4: not reported; 2026Q1: 2,086 shares 2,086 $227K 0.01% new Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,434 shares 4,434 $227K 0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,033 shares; 2024Q4: 39,231 shares; 2025Q1: 39,162 shares; 2025Q2: 39,231 shares; 2025Q3: 43,398 shares; 2025Q4: 42,917 shares; 2026Q1: 3,102 shares 3,102 $227K 0.01% -39,815 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 5,955 shares; 2025Q1: 5,014 shares; 2025Q2: 2,157 shares; 2025Q3: 2,161 shares; 2025Q4: not reported; 2026Q1: 2,215 shares 2,215 $226K 0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,496 shares 3,496 $226K 0.01% -1,313 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; 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; 2026Q1: 4,303 shares 4,303 $226K 0.01% -462 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,204 shares; 2024Q4: 10,214 shares; 2025Q1: 10,221 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,991 shares 9,991 $225K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,008 shares; 2025Q1: 719 shares; 2025Q2: 725 shares; 2025Q3: 767 shares; 2025Q4: 521 shares; 2026Q1: 512 shares 512 $221K 0.01% -9 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,377 shares 3,377 $221K 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; 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; 2026Q1: 2,010 shares 2,010 $221K 0.01% 0 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; 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; 2026Q1: 5,425 shares 5,425 $220K 0.01% 0 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; 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; 2026Q1: 1,041 shares 1,041 $220K 0.01% +2 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,283 shares; 2025Q4: 9,291 shares; 2026Q1: 9,301 shares 9,301 $220K 0.01% +10 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,345 shares 2,345 $219K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,145 shares; 2026Q1: 13,079 shares 13,079 $219K 0.01% +1,934 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,496 shares; 2025Q4: 9,951 shares; 2026Q1: 9,951 shares 9,951 $217K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,838 shares; 2025Q2: 10,850 shares; 2025Q3: 10,862 shares; 2025Q4: 11,403 shares; 2026Q1: 11,601 shares 11,601 $216K 0.01% +198 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 951 shares; 2025Q1: 1,400 shares; 2025Q2: 1,394 shares; 2025Q3: 1,277 shares; 2025Q4: 1,438 shares; 2026Q1: 1,237 shares 1,237 $216K 0.01% -201 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,575 shares; 2026Q1: 5,575 shares 5,575 $215K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,344 shares; 2025Q2: 11,357 shares; 2025Q3: 11,369 shares; 2025Q4: 12,631 shares; 2026Q1: 12,850 shares 12,850 $215K 0.01% +219 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; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares; 2026Q1: 994 shares 994 $215K 0.01% +19 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,047 shares; 2025Q4: 9,047 shares; 2026Q1: 9,047 shares 9,047 $214K 0.01% 0 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,379 shares 1,379 $214K 0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 596 shares; 2025Q4: 597 shares; 2026Q1: 598 shares 598 $213K 0.01% +1 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,929 shares 1,929 $212K 0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,566 shares 2,566 $212K 0.01% new Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,181 shares 7,181 $208K 0.01% new 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; 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; 2026Q1: 1,197 shares 1,197 $208K 0.01% +50 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; 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; 2026Q1: 11,080 shares 11,080 $206K 0.01% +1,000 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 654 shares; 2026Q1: 631 shares 631 $204K 0.01% -23 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,326 shares 8,326 $203K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,092 shares; 2026Q1: 12,344 shares 12,344 $203K 0.01% +252 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,100 shares 4,100 $203K 0.01% +100 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,805 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares; 2026Q1: 5,305 shares 5,305 $202K 0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 5,121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,990 shares 2,990 $201K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,488 shares; 2025Q4: 4,015 shares; 2026Q1: 4,020 shares 4,020 $201K 0.01% +5 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; 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; 2026Q1: 11,500 shares 11,500 $197K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,327 shares 11,327 $195K 0.01% new Timeline WCMI 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,919 shares 10,919 $183K 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; 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; 2026Q1: 10,845 shares 10,845 $182K 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; 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; 2026Q1: 10,700 shares 10,700 $174K 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; 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; 2026Q1: 20,212 shares 20,212 $168K 0.01% 0 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; 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; 2026Q1: 18,946 shares 18,946 $163K 0.01% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,311 shares; 2024Q4: 50,659 shares; 2025Q1: 16,388 shares; 2025Q2: 16,388 shares; 2025Q3: 15,572 shares; 2025Q4: not reported; 2026Q1: 13,441 shares 13,441 $152K 0.01% new 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; 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; 2026Q1: 19,985 shares 19,985 $150K 0.01% -81 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; 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; 2026Q1: 14,897 shares 14,897 $137K 0.01% +2 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; 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; 2026Q1: 13,271 shares 13,271 $137K 0.01% +13 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; 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; 2026Q1: 11,222 shares 11,222 $135K 0.01% +2 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; 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; 2026Q1: 11,686 shares 11,686 $130K 0.01% 0 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; 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; 2026Q1: 20,200 shares 20,200 $127K 0.01% 0 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; 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; 2026Q1: 15,228 shares 15,228 $123K 0.01% -2,318 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; 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; 2026Q1: 10,410 shares 10,410 $117K 0.01% -1,026 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; 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; 2026Q1: 11,922 shares 11,922 $115K 0.01% -1,761 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,235 shares 10,235 $114K 0.01% 0 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; 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; 2026Q1: 12,566 shares 12,566 $106K 0.01% -2,263 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; 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; 2026Q1: 19,234 shares 19,234 $104K 0.01% +99 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; 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; 2026Q1: 13,000 shares 13,000 $100K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $96.7K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares; 2026Q1: 17,000 shares 17,000 $89.6K <0.01% +1,000 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; 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; 2026Q1: 14,411 shares 14,411 $63.3K <0.01% 0 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,500 shares 15,500 $60K <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; 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; 2026Q1: 22,500 shares 22,500 $58K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares; 2026Q1: 11,450 shares 11,450 $48.2K <0.01% +1,000 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $45.3K <0.01% 0 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,963 shares 10,963 $44.4K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,125 shares; 2026Q1: 11,125 shares 11,125 $38.4K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,451 shares; 2026Q1: 15,451 shares 15,451 $37.9K <0.01% 0 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; 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; 2026Q1: 12,500 shares 12,500 $28.2K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 13,500 shares; 2025Q3: 19,500 shares; 2025Q4: 31,500 shares; 2026Q1: 33,500 shares 33,500 $21.1K <0.01% +2,000 Timeline