AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,416 shares; 2025Q1: 4,799 shares; 2025Q2: 4,989 shares; 2025Q3: 4,052 shares; 2025Q4: 4,089 shares 4,089 $985K <0.01% +37 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 192 shares; 2025Q1: 384 shares; 2025Q2: 393 shares; 2025Q3: 2,450 shares; 2025Q4: 4,056 shares 4,056 $985K <0.01% +1,606 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,951 shares; 2024Q4: 9,278 shares; 2025Q1: 2,612 shares; 2025Q2: 5,516 shares; 2025Q3: 5,981 shares; 2025Q4: 16,632 shares 16,632 $983K <0.01% +10,651 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,410 shares; 2025Q2: 20,768 shares; 2025Q3: 20,587 shares; 2025Q4: 21,152 shares 21,152 $978K <0.01% +565 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 5,296 shares; 2025Q1: 5,382 shares; 2025Q2: 8,159 shares; 2025Q3: 9,093 shares; 2025Q4: 9,866 shares 9,866 $975K <0.01% +773 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,150 shares; 2024Q4: 99,574 shares; 2025Q1: 59,128 shares; 2025Q2: 57,784 shares; 2025Q3: 23,858 shares; 2025Q4: 22,697 shares 22,697 $972K <0.01% -1,161 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,136 shares; 2024Q4: 91,187 shares; 2025Q1: 92,651 shares; 2025Q2: 92,374 shares; 2025Q3: 93,242 shares; 2025Q4: 91,422 shares 91,422 $972K <0.01% -1,820 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,125 shares; 2024Q4: 53,428 shares; 2025Q1: 57,365 shares; 2025Q2: 45,303 shares; 2025Q3: 87,631 shares; 2025Q4: 101,419 shares 101,419 $971K <0.01% +13,788 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,131 shares; 2024Q4: 17,359 shares; 2025Q1: 16,398 shares; 2025Q2: 16,224 shares; 2025Q3: 15,887 shares; 2025Q4: 16,260 shares 16,260 $970K <0.01% +373 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 207 shares; 2025Q2: 1,072 shares; 2025Q3: 2,614 shares; 2025Q4: 3,412 shares 3,412 $970K <0.01% +798 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,311 shares; 2024Q4: 52,922 shares; 2025Q1: 47,654 shares; 2025Q2: 47,665 shares; 2025Q3: 45,006 shares; 2025Q4: 42,343 shares 42,343 $970K <0.01% -2,663 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,769 shares; 2024Q4: 80,769 shares; 2025Q1: 80,769 shares; 2025Q2: 80,637 shares; 2025Q3: 117,033 shares; 2025Q4: 80,637 shares 80,637 $968K <0.01% -36,396 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,663 shares; 2024Q4: 33,238 shares; 2025Q1: 33,038 shares; 2025Q2: 72,005 shares; 2025Q3: 71,348 shares; 2025Q4: 67,321 shares 67,321 $967K <0.01% -4,027 Timeline FMKT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,250 shares; 2025Q3: 113,000 shares; 2025Q4: 44,622 shares 44,622 $963K <0.01% -68,378 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 15,511 shares; 2025Q1: 15,519 shares; 2025Q2: 17,799 shares; 2025Q3: 19,697 shares; 2025Q4: 20,052 shares 20,052 $962K <0.01% +355 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,849 shares 18,849 $957K <0.01% new Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,253 shares; 2024Q4: 35,259 shares; 2025Q1: 35,262 shares; 2025Q2: 35,290 shares; 2025Q3: 35,768 shares; 2025Q4: 36,258 shares 36,258 $956K <0.01% +490 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,900 shares; 2025Q4: 75,434 shares 75,434 $955K <0.01% +55,534 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,849 shares; 2025Q4: 37,469 shares 37,469 $955K <0.01% +3,620 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,466 shares; 2025Q1: 14,053 shares; 2025Q2: 23,062 shares; 2025Q3: 33,825 shares; 2025Q4: 45,235 shares 45,235 $954K <0.01% +11,410 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,588 shares; 2024Q4: 45,853 shares; 2025Q1: 45,924 shares; 2025Q2: 48,239 shares; 2025Q3: 52,044 shares; 2025Q4: 53,921 shares 53,921 $952K <0.01% +1,877 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,399 shares; 2025Q4: 18,541 shares 18,541 $952K <0.01% +14,142 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,920 shares; 2024Q4: 18,518 shares; 2025Q1: 21,256 shares; 2025Q2: 21,258 shares; 2025Q3: 18,486 shares; 2025Q4: 18,381 shares 18,381 $951K <0.01% -105 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 18,895 shares; 2025Q1: 19,778 shares; 2025Q2: 22,129 shares; 2025Q3: 22,074 shares; 2025Q4: 22,732 shares 22,732 $946K <0.01% +658 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 15,972 shares; 2025Q2: 18,472 shares; 2025Q3: 22,758 shares; 2025Q4: 31,401 shares 31,401 $946K <0.01% +8,643 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,214 shares; 2025Q3: 46,630 shares; 2025Q4: 44,902 shares 44,902 $945K <0.01% -1,728 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,422 shares; 2025Q3: 44,581 shares; 2025Q4: 46,685 shares 46,685 $945K <0.01% +2,104 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 5,091 shares; 2025Q1: 4,897 shares; 2025Q2: 4,899 shares; 2025Q3: 4,939 shares; 2025Q4: 5,263 shares 5,263 $944K <0.01% +324 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,463 shares; 2024Q4: 15,556 shares; 2025Q1: 133,028 shares; 2025Q2: 137,711 shares; 2025Q3: 7,151 shares; 2025Q4: 41,749 shares 41,749 $943K <0.01% +34,598 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 3,281 shares; 2025Q1: 7,982 shares; 2025Q2: 5,509 shares; 2025Q3: 4,997 shares; 2025Q4: 4,097 shares 4,097 $942K <0.01% -900 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,277 shares; 2025Q1: 15,077 shares; 2025Q2: 14,577 shares; 2025Q3: 73,560 shares; 2025Q4: 73,620 shares 73,620 $941K <0.01% +60 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 3,479 shares; 2025Q1: 684 shares; 2025Q2: 3,536 shares; 2025Q3: 3,317 shares; 2025Q4: 7,934 shares 7,934 $940K <0.01% +4,617 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,597 shares 6,597 $939K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,200 shares; 2025Q1: 3,209 shares; 2025Q2: 3,021 shares; 2025Q3: 1,835 shares; 2025Q4: 2,105 shares 2,105 $937K <0.01% +270 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,853 shares; 2025Q1: 3,474 shares; 2025Q2: 4,296 shares; 2025Q3: 4,367 shares; 2025Q4: 5,818 shares 5,818 $936K <0.01% +1,451 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,515 shares; 2025Q4: 12,628 shares 12,628 $933K <0.01% +9,113 Timeline HISF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,855 shares; 2024Q4: 23,882 shares; 2025Q1: 20,410 shares; 2025Q2: 20,534 shares; 2025Q3: 20,563 shares; 2025Q4: 20,594 shares 20,594 $932K <0.01% +31 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 2,862 shares; 2025Q1: 4,836 shares; 2025Q2: 6,992 shares; 2025Q3: 7,534 shares; 2025Q4: 8,118 shares 8,118 $931K <0.01% +584 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,566 shares 9,566 $930K <0.01% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,249 shares; 2024Q4: 110,993 shares; 2025Q1: 121,468 shares; 2025Q2: 99,271 shares; 2025Q3: 83,283 shares; 2025Q4: 82,151 shares 82,151 $929K <0.01% -1,132 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,490 shares; 2024Q4: 21,982 shares; 2025Q1: 16,914 shares; 2025Q2: 63,008 shares; 2025Q3: 86,523 shares; 2025Q4: 111,187 shares 111,187 $927K <0.01% +24,664 TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 36 shares; 2025Q1: 174 shares; 2025Q2: 8,183 shares; 2025Q3: 8,635 shares; 2025Q4: 19,350 shares 19,350 $927K <0.01% +10,715 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,246 shares; 2024Q4: 50,416 shares; 2025Q1: 53,335 shares; 2025Q2: 58,856 shares; 2025Q3: 62,167 shares; 2025Q4: 57,152 shares 57,152 $920K <0.01% -5,015 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 808 shares; 2025Q1: 734 shares; 2025Q2: 687 shares; 2025Q3: 654 shares; 2025Q4: 5,069 shares 5,069 $919K <0.01% +4,415 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 5,001 shares; 2025Q1: 1,165 shares; 2025Q2: 1,145 shares; 2025Q3: 13,490 shares; 2025Q4: 14,600 shares 14,600 $919K <0.01% +1,110 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,137 shares; 2024Q4: 23,307 shares; 2025Q1: 25,306 shares; 2025Q2: 28,592 shares; 2025Q3: 32,700 shares; 2025Q4: 39,723 shares 39,723 $915K <0.01% +7,023 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,297 shares; 2024Q4: 93,572 shares; 2025Q1: 91,370 shares; 2025Q2: 88,154 shares; 2025Q3: 29,091 shares; 2025Q4: 19,281 shares 19,281 $915K <0.01% -9,810 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,572 shares; 2024Q4: 53,211 shares; 2025Q1: 33,094 shares; 2025Q2: 24,137 shares; 2025Q3: 24,841 shares; 2025Q4: 26,554 shares 26,554 $915K <0.01% +1,713 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,587 shares; 2024Q4: 31,316 shares; 2025Q1: 20,936 shares; 2025Q2: 23,372 shares; 2025Q3: 22,594 shares; 2025Q4: 19,890 shares 19,890 $915K <0.01% -2,704 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 10,751 shares; 2025Q1: 22,735 shares; 2025Q2: 26,717 shares; 2025Q3: 22,264 shares; 2025Q4: 19,011 shares 19,011 $914K <0.01% -3,253 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 8,536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,417 shares; 2025Q4: 30,521 shares 30,521 $910K <0.01% +1,104 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 2,751 shares; 2025Q1: 342 shares; 2025Q2: 72 shares; 2025Q3: 56 shares; 2025Q4: 3,540 shares 3,540 $909K <0.01% +3,484 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 14,689 shares; 2025Q1: 11,977 shares; 2025Q2: 11,324 shares; 2025Q3: 10,379 shares; 2025Q4: 11,276 shares 11,276 $908K <0.01% +897 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,165 shares; 2024Q4: 31,126 shares; 2025Q1: 31,126 shares; 2025Q2: 30,026 shares; 2025Q3: 27,993 shares; 2025Q4: 27,893 shares 27,893 $907K <0.01% -100 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,191 shares; 2024Q4: 6,835 shares; 2025Q1: 6,724 shares; 2025Q2: 7,483 shares; 2025Q3: 9,615 shares; 2025Q4: 8,357 shares 8,357 $907K <0.01% -1,258 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 5,243 shares; 2025Q1: 6,992 shares; 2025Q2: 8,078 shares; 2025Q3: 7,196 shares; 2025Q4: 8,625 shares 8,625 $903K <0.01% +1,429 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 1,909 shares; 2025Q2: 2,993 shares; 2025Q3: 3,069 shares; 2025Q4: 5,423 shares 5,423 $902K <0.01% +2,354 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,402 shares; 2024Q4: 33,479 shares; 2025Q1: 39,278 shares; 2025Q2: 31,340 shares; 2025Q3: 25,835 shares; 2025Q4: 28,577 shares 28,577 $899K <0.01% +2,742 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 21,980 shares; 2025Q2: 22,480 shares; 2025Q3: 20,505 shares; 2025Q4: 21,005 shares 21,005 $899K <0.01% +500 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 4,188 shares; 2025Q1: 4,232 shares; 2025Q2: 4,906 shares; 2025Q3: 6,087 shares; 2025Q4: 4,001 shares 4,001 $895K <0.01% -2,086 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,951 shares; 2025Q1: 20,027 shares; 2025Q2: 21,110 shares; 2025Q3: 20,737 shares; 2025Q4: 21,248 shares 21,248 $894K <0.01% +511 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,701 shares; 2024Q4: 72,390 shares; 2025Q1: 84,439 shares; 2025Q2: 84,927 shares; 2025Q3: 85,195 shares; 2025Q4: 87,339 shares 87,339 $893K <0.01% +2,144 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,872 shares 17,872 $889K <0.01% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,922 shares; 2024Q4: 26,316 shares; 2025Q1: 14,721 shares; 2025Q2: 36,668 shares; 2025Q3: 22,094 shares; 2025Q4: 21,157 shares 21,157 $886K <0.01% -937 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 42 shares; 2025Q1: 2,591 shares; 2025Q2: 54 shares; 2025Q3: 125 shares; 2025Q4: 10,117 shares 10,117 $884K <0.01% +9,992 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 525 shares; 2025Q1: 914 shares; 2025Q2: 900 shares; 2025Q3: 262 shares; 2025Q4: 3,079 shares 3,079 $884K <0.01% +2,817 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,731 shares 16,731 $883K <0.01% new Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,536 shares; 2024Q4: 37,388 shares; 2025Q1: 15,188 shares; 2025Q2: 14,530 shares; 2025Q3: 21,726 shares; 2025Q4: 15,448 shares 15,448 $883K <0.01% -6,278 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,119 shares; 2024Q4: 22,083 shares; 2025Q1: 10,707 shares; 2025Q2: 11,102 shares; 2025Q3: 11,238 shares; 2025Q4: 8,639 shares 8,639 $880K <0.01% -2,599 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 4,885 shares; 2025Q1: 4,686 shares; 2025Q2: 4,466 shares; 2025Q3: 4,003 shares; 2025Q4: 3,724 shares 3,724 $879K <0.01% -279 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,642 shares; 2024Q4: 32,193 shares; 2025Q1: 31,441 shares; 2025Q2: 164,292 shares; 2025Q3: 27,728 shares; 2025Q4: 24,213 shares 24,213 $878K <0.01% -3,515 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 3,777 shares; 2025Q1: 3,769 shares; 2025Q2: 2,880 shares; 2025Q3: 7,866 shares; 2025Q4: 7,855 shares 7,855 $878K <0.01% -11 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,265 shares; 2024Q4: 62,865 shares; 2025Q1: 61,556 shares; 2025Q2: 59,708 shares; 2025Q3: 70,662 shares; 2025Q4: 69,775 shares 69,775 $875K <0.01% -887 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 25,307 shares; 2025Q1: 34,601 shares; 2025Q2: 35,281 shares; 2025Q3: 42,658 shares; 2025Q4: 35,865 shares 35,865 $874K <0.01% -6,793 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 1,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,615 shares 20,615 $874K <0.01% new Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,402 shares; 2024Q4: 23,202 shares; 2025Q1: 23,202 shares; 2025Q2: 22,402 shares; 2025Q3: 55,172 shares; 2025Q4: 60,421 shares 60,421 $872K <0.01% +5,249 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,720 shares; 2024Q4: 36,838 shares; 2025Q1: 36,854 shares; 2025Q2: 36,450 shares; 2025Q3: 31,411 shares; 2025Q4: 31,407 shares 31,407 $872K <0.01% -4 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 6,051 shares; 2025Q1: 5,863 shares; 2025Q2: 6,203 shares; 2025Q3: 6,626 shares; 2025Q4: 6,446 shares 6,446 $872K <0.01% -180 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,821 shares; 2025Q1: 2,827 shares; 2025Q2: 2,951 shares; 2025Q3: 2,908 shares; 2025Q4: 4,401 shares 4,401 $871K <0.01% +1,493 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,096 shares; 2024Q4: 45,611 shares; 2025Q1: 45,426 shares; 2025Q2: 40,751 shares; 2025Q3: 38,761 shares; 2025Q4: 43,775 shares 43,775 $870K <0.01% +5,014 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 13,436 shares; 2025Q1: 15,406 shares; 2025Q2: 16,617 shares; 2025Q3: 16,417 shares; 2025Q4: 17,147 shares 17,147 $864K <0.01% +730 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,285 shares; 2025Q1: 3,873 shares; 2025Q2: 3,635 shares; 2025Q3: 3,822 shares; 2025Q4: 3,417 shares 3,417 $862K <0.01% -405 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,868 shares; 2024Q4: 78,849 shares; 2025Q1: 84,379 shares; 2025Q2: 86,535 shares; 2025Q3: 88,507 shares; 2025Q4: 84,641 shares 84,641 $862K <0.01% -3,866 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,943 shares; 2025Q1: 19,342 shares; 2025Q2: 18,262 shares; 2025Q3: 20,140 shares; 2025Q4: 20,208 shares 20,208 $860K <0.01% +68 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 33 shares; 2025Q1: 509 shares; 2025Q2: 725 shares; 2025Q3: 779 shares; 2025Q4: 1,250 shares 1,250 $859K <0.01% +471 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209 shares; 2025Q2: 2,512 shares; 2025Q3: 2,572 shares; 2025Q4: 8,280 shares 8,280 $857K <0.01% +5,708 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,967 shares; 2024Q4: 27,161 shares; 2025Q1: 27,161 shares; 2025Q2: 27,534 shares; 2025Q3: 27,696 shares; 2025Q4: 27,534 shares 27,534 $853K <0.01% -162 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 17,432 shares; 2025Q2: 64,084 shares; 2025Q3: 93,032 shares; 2025Q4: 23,995 shares 23,995 $852K <0.01% -69,037 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,956 shares; 2024Q4: 17,101 shares; 2025Q1: 20,655 shares; 2025Q2: 24,427 shares; 2025Q3: 3,943 shares; 2025Q4: 3,094 shares 3,094 $851K <0.01% -849 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 6,151 shares; 2025Q1: 5,774 shares; 2025Q2: 5,675 shares; 2025Q3: 5,710 shares; 2025Q4: 5,425 shares 5,425 $851K <0.01% -285 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,358 shares; 2024Q4: 8,235 shares; 2025Q1: 1,656 shares; 2025Q2: 1,429 shares; 2025Q3: 8,831 shares; 2025Q4: 17,635 shares 17,635 $850K <0.01% +8,804 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,987 shares; 2024Q4: 8,164 shares; 2025Q1: 8,674 shares; 2025Q2: 9,441 shares; 2025Q3: 14,216 shares; 2025Q4: 12,424 shares 12,424 $845K <0.01% -1,792 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 3,027 shares; 2025Q1: 854 shares; 2025Q2: 1,257 shares; 2025Q3: 1,085 shares; 2025Q4: 1,735 shares 1,735 $845K <0.01% +650 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,257 shares; 2024Q4: 72,872 shares; 2025Q1: 71,556 shares; 2025Q2: 88,112 shares; 2025Q3: 48,269 shares; 2025Q4: 53,238 shares 53,238 $844K <0.01% +4,969 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 7,669 shares; 2025Q3: 8,154 shares; 2025Q4: 16,749 shares 16,749 $844K <0.01% +8,595 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 13,945 shares; 2025Q1: 15,010 shares; 2025Q2: 9,569 shares; 2025Q3: 10,187 shares; 2025Q4: 9,910 shares 9,910 $843K <0.01% -277 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,867 shares; 2024Q4: 34,905 shares; 2025Q1: 18,212 shares; 2025Q2: 17,053 shares; 2025Q3: 19,621 shares; 2025Q4: 18,208 shares 18,208 $843K <0.01% -1,413 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,438 shares; 2024Q4: 36,638 shares; 2025Q1: 37,621 shares; 2025Q2: 38,836 shares; 2025Q3: 40,996 shares; 2025Q4: 42,385 shares 42,385 $843K <0.01% +1,389 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,437 shares; 2024Q4: 24,161 shares; 2025Q1: 21,748 shares; 2025Q2: 22,061 shares; 2025Q3: 24,023 shares; 2025Q4: 27,560 shares 27,560 $842K <0.01% +3,537 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 7,310 shares; 2025Q1: 3,929 shares; 2025Q2: 5,770 shares; 2025Q3: 5,812 shares; 2025Q4: 5,911 shares 5,911 $841K <0.01% +99 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 15,134 shares 15,134 $839K <0.01% +14,362 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,726 shares; 2025Q4: 8,269 shares 8,269 $834K <0.01% +3,543 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912,066 shares; 2024Q4: 711,852 shares; 2025Q1: 1,180,527 shares; 2025Q2: 1,133,743 shares; 2025Q3: 315,488 shares; 2025Q4: 35,617 shares 35,617 $834K <0.01% -279,871 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,901 shares; 2024Q4: 39,572 shares; 2025Q1: 37,887 shares; 2025Q2: 37,316 shares; 2025Q3: 36,133 shares; 2025Q4: 34,317 shares 34,317 $833K <0.01% -1,816 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 4,051 shares; 2025Q1: 5,680 shares; 2025Q2: 4,036 shares; 2025Q3: 5,578 shares; 2025Q4: 5,025 shares 5,025 $833K <0.01% -553 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 12,310 shares 12,310 $833K <0.01% +11,922 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,803 shares; 2024Q4: 27,787 shares; 2025Q1: 32,223 shares; 2025Q2: 50,625 shares; 2025Q3: 51,588 shares; 2025Q4: 54,578 shares 54,578 $833K <0.01% +2,990 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,230 shares; 2024Q4: 16,249 shares; 2025Q1: 16,266 shares; 2025Q2: 16,335 shares; 2025Q3: 16,352 shares; 2025Q4: 16,370 shares 16,370 $831K <0.01% +18 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,100 shares; 2024Q4: 60,600 shares; 2025Q1: 49,600 shares; 2025Q2: 49,600 shares; 2025Q3: 44,600 shares; 2025Q4: 28,600 shares 28,600 $831K <0.01% -16,000 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 394 shares; 2025Q1: 1,914 shares; 2025Q2: 59,495 shares; 2025Q3: 63,377 shares; 2025Q4: 34,583 shares 34,583 $830K <0.01% -28,794 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 6,334 shares; 2025Q1: 6,417 shares; 2025Q2: 8,039 shares; 2025Q3: 8,286 shares; 2025Q4: 8,761 shares 8,761 $825K <0.01% +475 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,523 shares; 2024Q4: 20,373 shares; 2025Q1: 21,795 shares; 2025Q2: 21,069 shares; 2025Q3: 27,834 shares; 2025Q4: 28,052 shares 28,052 $823K <0.01% +218 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,263 shares; 2024Q4: 29,719 shares; 2025Q1: 34,512 shares; 2025Q2: 35,723 shares; 2025Q3: 11,277 shares; 2025Q4: 6,978 shares 6,978 $818K <0.01% -4,299 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 2,688 shares; 2025Q1: 1,364 shares; 2025Q2: 1,335 shares; 2025Q3: 1,340 shares; 2025Q4: 2,028 shares 2,028 $816K <0.01% +688 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,785 shares 16,785 $815K <0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,366 shares; 2024Q4: 51,443 shares; 2025Q1: 24,300 shares; 2025Q2: 21,705 shares; 2025Q3: 15,497 shares; 2025Q4: 16,159 shares 16,159 $815K <0.01% +662 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,831 shares; 2024Q4: 11,861 shares; 2025Q1: 15,488 shares; 2025Q2: 8,507 shares; 2025Q3: 16,660 shares; 2025Q4: 29,101 shares 29,101 $815K <0.01% +12,441 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,612 shares; 2025Q4: 29,506 shares 29,506 $811K <0.01% +8,894 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,550 shares; 2024Q4: 30,606 shares; 2025Q1: 32,543 shares; 2025Q2: 32,346 shares; 2025Q3: 58,907 shares; 2025Q4: 68,984 shares 68,984 $810K <0.01% +10,077 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,218 shares; 2024Q4: 24,032 shares; 2025Q1: 20,614 shares; 2025Q2: 48,300 shares; 2025Q3: 56,941 shares; 2025Q4: 53,736 shares 53,736 $809K <0.01% -3,205 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 15,111 shares; 2025Q1: 13,046 shares; 2025Q2: 7,665 shares; 2025Q3: 2,937 shares; 2025Q4: 15,320 shares 15,320 $808K <0.01% +12,383 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,747 shares; 2024Q4: 194,541 shares; 2025Q1: 203,226 shares; 2025Q2: 206,048 shares; 2025Q3: 202,285 shares; 2025Q4: 74,257 shares 74,257 $807K <0.01% -128,028 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 3,512 shares; 2025Q1: 174 shares; 2025Q2: 146 shares; 2025Q3: 11,054 shares; 2025Q4: 10,830 shares 10,830 $807K <0.01% -224 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,390 shares; 2024Q4: 34,315 shares; 2025Q1: 19,721 shares; 2025Q2: 18,584 shares; 2025Q3: 24,795 shares; 2025Q4: 25,431 shares 25,431 $806K <0.01% +636 Timeline VELO VELO3D INC More: the full row for VELO3D INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,632 shares 58,632 $806K <0.01% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,069 shares; 2024Q4: 25,819 shares; 2025Q1: 20,346 shares; 2025Q2: 19,776 shares; 2025Q3: 20,296 shares; 2025Q4: 18,362 shares 18,362 $803K <0.01% -1,934 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,733 shares; 2024Q4: 52,000 shares; 2025Q1: 52,067 shares; 2025Q2: 75,407 shares; 2025Q3: 74,910 shares; 2025Q4: 68,987 shares 68,987 $802K <0.01% -5,923 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,542 shares; 2025Q1: 1,436 shares; 2025Q2: 1,570 shares; 2025Q3: 1,930 shares; 2025Q4: 2,460 shares 2,460 $796K <0.01% +530 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 4,566 shares; 2025Q1: 7,815 shares; 2025Q2: 7,709 shares; 2025Q3: 9,008 shares; 2025Q4: 9,462 shares 9,462 $796K <0.01% +454 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,874 shares; 2024Q4: 151,775 shares; 2025Q1: 11,419 shares; 2025Q2: 8,927 shares; 2025Q3: 7,881 shares; 2025Q4: 7,155 shares 7,155 $794K <0.01% -726 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,048 shares; 2024Q4: 86,364 shares; 2025Q1: 87,950 shares; 2025Q2: 28,415 shares; 2025Q3: 28,415 shares; 2025Q4: 28,415 shares 28,415 $791K <0.01% 0 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,594 shares; 2024Q4: 28,453 shares; 2025Q1: 28,393 shares; 2025Q2: 28,393 shares; 2025Q3: 26,290 shares; 2025Q4: 24,846 shares 24,846 $791K <0.01% -1,444 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 29,650 shares; 2025Q1: 35,150 shares; 2025Q2: 44,365 shares; 2025Q3: 49,750 shares; 2025Q4: 54,250 shares 54,250 $789K <0.01% +4,500 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 5,477 shares; 2025Q3: 5,303 shares; 2025Q4: 12,390 shares 12,390 $789K <0.01% +7,087 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 1,548 shares; 2025Q1: 331 shares; 2025Q2: 332 shares; 2025Q3: 1,849 shares; 2025Q4: 2,729 shares 2,729 $788K <0.01% +880 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,071 shares; 2024Q4: 9,691 shares; 2025Q1: 10,833 shares; 2025Q2: 10,553 shares; 2025Q3: 10,513 shares; 2025Q4: 20,136 shares 20,136 $785K <0.01% +9,623 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,297 shares; 2024Q4: 49,475 shares; 2025Q1: 70,068 shares; 2025Q2: 106,671 shares; 2025Q3: 66,122 shares; 2025Q4: 66,429 shares 66,429 $785K <0.01% +307 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 423 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 524 shares; 2025Q4: 6,903 shares 6,903 $784K <0.01% +6,379 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 8,947 shares; 2025Q1: 3,261 shares; 2025Q2: 8,622 shares; 2025Q3: 12,659 shares; 2025Q4: 15,117 shares 15,117 $781K <0.01% +2,458 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,598 shares; 2024Q4: 78,094 shares; 2025Q1: 74,754 shares; 2025Q2: 20,482 shares; 2025Q3: 20,758 shares; 2025Q4: 18,066 shares 18,066 $781K <0.01% -2,692 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,905 shares; 2024Q4: 124,046 shares; 2025Q1: 117,733 shares; 2025Q2: 121,872 shares; 2025Q3: 120,911 shares; 2025Q4: 130,626 shares 130,626 $781K <0.01% +9,715 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,201 shares; 2025Q1: 1,546 shares; 2025Q2: 2,055 shares; 2025Q3: 4,822 shares; 2025Q4: 10,202 shares 10,202 $779K <0.01% +5,380 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 6,933 shares; 2025Q4: 11,576 shares 11,576 $779K <0.01% +4,643 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 3,797 shares; 2025Q1: 3,759 shares; 2025Q2: 4,911 shares; 2025Q3: 3,670 shares; 2025Q4: 3,868 shares 3,868 $777K <0.01% +198 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,820 shares; 2024Q4: 49,902 shares; 2025Q1: 49,111 shares; 2025Q2: 50,328 shares; 2025Q3: 56,737 shares; 2025Q4: 72,006 shares 72,006 $771K <0.01% +15,269 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 11,717 shares; 2025Q1: 10,590 shares; 2025Q2: 10,710 shares; 2025Q3: 11,230 shares; 2025Q4: 9,017 shares 9,017 $771K <0.01% -2,213 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,592 shares; 2024Q4: 35,530 shares; 2025Q1: 62,363 shares; 2025Q2: 47,459 shares; 2025Q3: 44,955 shares; 2025Q4: 16,166 shares 16,166 $771K <0.01% -28,789 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: 7,949 shares 7,949 $770K <0.01% +56 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,925 shares; 2025Q1: not reported; 2025Q2: 15,056 shares; 2025Q3: 11,305 shares; 2025Q4: 12,127 shares 12,127 $770K <0.01% +822 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 8,416 shares; 2025Q1: 32,581 shares; 2025Q2: 25,240 shares; 2025Q3: 4,827 shares; 2025Q4: 14,874 shares 14,874 $770K <0.01% +10,047 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,393 shares; 2024Q4: 23,831 shares; 2025Q1: 23,119 shares; 2025Q2: 23,881 shares; 2025Q3: 24,155 shares; 2025Q4: 37,885 shares 37,885 $768K <0.01% +13,730 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,951 shares; 2024Q4: 34,701 shares; 2025Q1: not reported; 2025Q2: 18,851 shares; 2025Q3: 18,620 shares; 2025Q4: 29,266 shares 29,266 $766K <0.01% +10,646 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,331 shares; 2024Q4: 21,319 shares; 2025Q1: 20,837 shares; 2025Q2: 20,006 shares; 2025Q3: 16,206 shares; 2025Q4: 14,846 shares 14,846 $765K <0.01% -1,360 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 5,333 shares; 2025Q1: 7,295 shares; 2025Q2: 7,376 shares; 2025Q3: 8,611 shares; 2025Q4: 11,062 shares 11,062 $765K <0.01% +2,451 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,650 shares; 2024Q4: 88,050 shares; 2025Q1: 87,000 shares; 2025Q2: 94,400 shares; 2025Q3: 92,450 shares; 2025Q4: 90,650 shares 90,650 $764K <0.01% -1,800 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,815 shares; 2024Q4: 56,931 shares; 2025Q1: 77,049 shares; 2025Q2: 77,182 shares; 2025Q3: 96,929 shares; 2025Q4: 140,658 shares 140,658 $764K <0.01% +43,729 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,605 shares; 2025Q1: 1,414 shares; 2025Q2: 1,254 shares; 2025Q3: 1,360 shares; 2025Q4: 1,831 shares 1,831 $763K <0.01% +471 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 75 shares; 2025Q2: 19,410 shares; 2025Q3: 18,098 shares; 2025Q4: 17,969 shares 17,969 $763K <0.01% -129 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,122 shares; 2024Q4: 16,679 shares; 2025Q1: 7,880 shares; 2025Q2: 7,358 shares; 2025Q3: 7,048 shares; 2025Q4: 6,680 shares 6,680 $760K <0.01% -368 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,027 shares; 2024Q4: 16,206 shares; 2025Q1: 17,056 shares; 2025Q2: 18,959 shares; 2025Q3: 22,062 shares; 2025Q4: 26,706 shares 26,706 $760K <0.01% +4,644 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,384 shares; 2024Q4: 56,184 shares; 2025Q1: 63,189 shares; 2025Q2: 63,389 shares; 2025Q3: 62,989 shares; 2025Q4: 64,389 shares 64,389 $759K <0.01% +1,400 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,452 shares; 2024Q4: 21,228 shares; 2025Q1: 18,121 shares; 2025Q2: 20,040 shares; 2025Q3: 20,041 shares; 2025Q4: 19,395 shares 19,395 $758K <0.01% -646 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 4,802 shares; 2025Q1: 4,511 shares; 2025Q2: 6,821 shares; 2025Q3: 8,404 shares; 2025Q4: 7,574 shares 7,574 $756K <0.01% -830 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 3,118 shares; 2025Q1: 3,409 shares; 2025Q2: 7,313 shares; 2025Q3: 5,544 shares; 2025Q4: 5,781 shares 5,781 $753K <0.01% +237 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 999 shares; 2025Q1: 4,121 shares; 2025Q2: 4,418 shares; 2025Q3: 6,717 shares; 2025Q4: 4,764 shares 4,764 $752K <0.01% -1,953 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 6,460 shares; 2025Q1: 3,204 shares; 2025Q2: 3,085 shares; 2025Q3: 3,504 shares; 2025Q4: 3,638 shares 3,638 $752K <0.01% +134 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,919 shares; 2024Q4: 10,822 shares; 2025Q1: 10,810 shares; 2025Q2: 9,831 shares; 2025Q3: 9,849 shares; 2025Q4: 10,093 shares 10,093 $752K <0.01% +244 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,390 shares; 2024Q4: 23,370 shares; 2025Q1: 26,684 shares; 2025Q2: 26,101 shares; 2025Q3: 39,054 shares; 2025Q4: 37,852 shares 37,852 $746K <0.01% -1,202 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,182 shares; 2024Q4: 46,689 shares; 2025Q1: 50,918 shares; 2025Q2: 60,766 shares; 2025Q3: 72,535 shares; 2025Q4: 77,498 shares 77,498 $743K <0.01% +4,963 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,823 shares; 2024Q4: 5,438 shares; 2025Q1: 6,750 shares; 2025Q2: 6,352 shares; 2025Q3: 6,313 shares; 2025Q4: 7,326 shares 7,326 $743K <0.01% +1,013 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 3,325 shares; 2025Q1: 4,408 shares; 2025Q2: 4,316 shares; 2025Q3: 2,263 shares; 2025Q4: 3,417 shares 3,417 $743K <0.01% +1,154 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,548 shares; 2024Q4: 23,929 shares; 2025Q1: 23,761 shares; 2025Q2: 23,651 shares; 2025Q3: 23,033 shares; 2025Q4: 22,794 shares 22,794 $743K <0.01% -239 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,619 shares; 2024Q4: 9,693 shares; 2025Q1: 8,769 shares; 2025Q2: 9,825 shares; 2025Q3: 9,416 shares; 2025Q4: 10,554 shares 10,554 $740K <0.01% +1,138 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,225 shares; 2025Q3: 35,414 shares; 2025Q4: 32,833 shares 32,833 $740K <0.01% -2,581 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 829 shares; 2025Q1: 7,926 shares; 2025Q2: 1,689 shares; 2025Q3: 5,926 shares; 2025Q4: 9,559 shares 9,559 $740K <0.01% +3,633 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 9,423 shares; 2025Q3: 9,936 shares; 2025Q4: 18,111 shares 18,111 $739K <0.01% +8,175 Timeline VICTORYSHARES INTERNATIONAL VICTORYSHARES INTERNATIONAL More: the full row for VICTORYSHARES INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,291 shares; 2025Q4: 13,681 shares 13,681 $738K <0.01% +1,390 ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,595 shares; 2024Q4: 31,376 shares; 2025Q1: 28,876 shares; 2025Q2: 28,876 shares; 2025Q3: 28,876 shares; 2025Q4: 25,376 shares 25,376 $738K <0.01% -3,500 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,958 shares; 2025Q1: 2,129 shares; 2025Q2: 1,870 shares; 2025Q3: 2,414 shares; 2025Q4: 2,080 shares 2,080 $735K <0.01% -334 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,757 shares; 2025Q4: 23,788 shares 23,788 $735K <0.01% +2,031 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 110 shares; 2025Q2: 132 shares; 2025Q3: 2,928 shares; 2025Q4: 4,820 shares 4,820 $735K <0.01% +1,892 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 8,245 shares; 2025Q1: 9,475 shares; 2025Q2: 13,957 shares; 2025Q3: 15,818 shares; 2025Q4: 23,370 shares 23,370 $735K <0.01% +7,552 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,670 shares; 2024Q4: 15,671 shares; 2025Q1: 15,800 shares; 2025Q2: 16,927 shares; 2025Q3: 20,003 shares; 2025Q4: 20,973 shares 20,973 $735K <0.01% +970 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 8,281 shares; 2025Q1: 8,289 shares; 2025Q2: 8,297 shares; 2025Q3: 17,881 shares; 2025Q4: 34,099 shares 34,099 $735K <0.01% +16,218 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 6,745 shares; 2025Q1: 9,202 shares; 2025Q2: 9,119 shares; 2025Q3: 10,034 shares; 2025Q4: 10,696 shares 10,696 $732K <0.01% +662 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,016 shares; 2024Q4: 7,135 shares; 2025Q1: 7,239 shares; 2025Q2: 6,605 shares; 2025Q3: 6,803 shares; 2025Q4: 4,937 shares 4,937 $731K <0.01% -1,866 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 34,835 shares; 2025Q1: 36,365 shares; 2025Q2: 35,672 shares; 2025Q3: 34,929 shares; 2025Q4: 31,360 shares 31,360 $731K <0.01% -3,569 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 4,596 shares; 2025Q1: 649 shares; 2025Q2: 5,830 shares; 2025Q3: 6,404 shares; 2025Q4: 11,199 shares 11,199 $729K <0.01% +4,795 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,826 shares; 2024Q4: 56,891 shares; 2025Q1: 58,733 shares; 2025Q2: 56,969 shares; 2025Q3: 64,173 shares; 2025Q4: 63,313 shares 63,313 $729K <0.01% -860 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 5,534 shares; 2025Q1: 7,337 shares; 2025Q2: 18,915 shares; 2025Q3: 16,373 shares; 2025Q4: 10,252 shares 10,252 $728K <0.01% -6,121 Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,838 shares; 2024Q4: 57,858 shares; 2025Q1: 74,125 shares; 2025Q2: 27,262 shares; 2025Q3: 14,790 shares; 2025Q4: 112,353 shares 112,353 $727K <0.01% +97,563 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 374 shares; 2025Q2: 4,953 shares; 2025Q3: 1,336 shares; 2025Q4: 14,174 shares 14,174 $723K <0.01% +12,838 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,534 shares; 2024Q4: 14,856 shares; 2025Q1: 11,193 shares; 2025Q2: 12,237 shares; 2025Q3: 10,546 shares; 2025Q4: 10,581 shares 10,581 $721K <0.01% +35 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 575 shares 575 $720K <0.01% +571 QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 2,024 shares; 2025Q2: 3,124 shares; 2025Q3: 3,239 shares; 2025Q4: 5,414 shares 5,414 $720K <0.01% +2,175 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,394 shares; 2025Q2: 18,678 shares; 2025Q3: 20,085 shares; 2025Q4: 35,984 shares 35,984 $719K <0.01% +15,899 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,669 shares 14,669 $719K <0.01% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 365 shares; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 6,745 shares; 2025Q4: 16,351 shares 16,351 $718K <0.01% +9,606 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,127 shares; 2024Q4: 21,779 shares; 2025Q1: 44,265 shares; 2025Q2: 70,305 shares; 2025Q3: 40,003 shares; 2025Q4: 16,589 shares 16,589 $718K <0.01% -23,414 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,166 shares; 2024Q4: 7,548 shares; 2025Q1: 4,374 shares; 2025Q2: 4,358 shares; 2025Q3: 4,236 shares; 2025Q4: 7,698 shares 7,698 $716K <0.01% +3,462 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 12,501 shares; 2025Q1: 15,828 shares; 2025Q2: 15,991 shares; 2025Q3: 17,137 shares; 2025Q4: 15,666 shares 15,666 $715K <0.01% -1,471 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,601 shares; 2025Q1: 4,964 shares; 2025Q2: 5,762 shares; 2025Q3: 5,428 shares; 2025Q4: 5,448 shares 5,448 $714K <0.01% +20 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 3,802 shares; 2025Q1: 3,917 shares; 2025Q2: 1,493 shares; 2025Q3: 1,222 shares; 2025Q4: 1,468 shares 1,468 $713K <0.01% +246 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,963 shares; 2024Q4: 42,656 shares; 2025Q1: 45,824 shares; 2025Q2: 77,895 shares; 2025Q3: 62,788 shares; 2025Q4: 62,984 shares 62,984 $712K <0.01% +196 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 11,761 shares; 2025Q1: 11,948 shares; 2025Q2: 11,092 shares; 2025Q3: 10,592 shares; 2025Q4: 10,272 shares 10,272 $710K <0.01% -320 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,773 shares; 2024Q4: 8,773 shares; 2025Q1: 8,773 shares; 2025Q2: 8,773 shares; 2025Q3: 8,773 shares; 2025Q4: 8,773 shares 8,773 $710K <0.01% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,938 shares; 2024Q4: 25,274 shares; 2025Q1: 23,034 shares; 2025Q2: 20,491 shares; 2025Q3: 11,577 shares; 2025Q4: 12,928 shares 12,928 $709K <0.01% +1,351 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 6,349 shares; 2025Q1: 14,454 shares; 2025Q2: 34,089 shares; 2025Q3: 33,150 shares; 2025Q4: 12,267 shares 12,267 $708K <0.01% -20,883 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,470 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 10,800 shares; 2025Q4: 10,372 shares 10,372 $708K <0.01% -428 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,926 shares; 2024Q4: 22,534 shares; 2025Q1: 23,811 shares; 2025Q2: 35,573 shares; 2025Q3: 38,890 shares; 2025Q4: 36,629 shares 36,629 $707K <0.01% -2,261 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 6,559 shares; 2025Q1: 1,428 shares; 2025Q2: 6,719 shares; 2025Q3: 7,092 shares; 2025Q4: 11,779 shares 11,779 $707K <0.01% +4,687 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,640 shares; 2024Q4: 118,040 shares; 2025Q1: 114,840 shares; 2025Q2: 112,595 shares; 2025Q3: 116,540 shares; 2025Q4: 112,540 shares 112,540 $706K <0.01% -4,000 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,739 shares; 2024Q4: 8,776 shares; 2025Q1: 7,377 shares; 2025Q2: 36,962 shares; 2025Q3: 7,682 shares; 2025Q4: 7,173 shares 7,173 $705K <0.01% -509 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 8,584 shares; 2025Q1: 8,588 shares; 2025Q2: 7,489 shares; 2025Q3: 7,453 shares; 2025Q4: 11,171 shares 11,171 $704K <0.01% +3,718 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,529 shares; 2025Q1: 1,685 shares; 2025Q2: 1,442 shares; 2025Q3: 1,470 shares; 2025Q4: 1,744 shares 1,744 $704K <0.01% +274 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,129 shares; 2025Q2: 43,665 shares; 2025Q3: 41,687 shares; 2025Q4: 48,263 shares 48,263 $703K <0.01% +6,576 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,067 shares; 2025Q1: 1,258 shares; 2025Q2: 1,514 shares; 2025Q3: 1,592 shares; 2025Q4: 11,451 shares 11,451 $703K <0.01% +9,859 Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,751 shares; 2025Q2: 14,688 shares; 2025Q3: 19,596 shares; 2025Q4: 21,244 shares 21,244 $703K <0.01% +1,648 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 3,989 shares; 2025Q1: 723 shares; 2025Q2: 4,852 shares; 2025Q3: 26,699 shares; 2025Q4: 6,916 shares 6,916 $702K <0.01% -19,783 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 481 shares; 2025Q1: 217 shares; 2025Q2: 2,735 shares; 2025Q3: 3,073 shares; 2025Q4: 5,355 shares 5,355 $702K <0.01% +2,282 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,708 shares; 2024Q4: 16,630 shares; 2025Q1: 15,458 shares; 2025Q2: 15,175 shares; 2025Q3: 14,838 shares; 2025Q4: 14,745 shares 14,745 $701K <0.01% -93 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,453 shares; 2024Q4: 36,548 shares; 2025Q1: 34,359 shares; 2025Q2: 37,780 shares; 2025Q3: 45,868 shares; 2025Q4: 42,921 shares 42,921 $700K <0.01% -2,947 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,478 shares; 2025Q4: 10,478 shares 10,478 $700K <0.01% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,074 shares 6,074 $699K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,798 shares; 2024Q4: 39,985 shares; 2025Q1: 39,819 shares; 2025Q2: 52,318 shares; 2025Q3: 71,355 shares; 2025Q4: 69,944 shares 69,944 $699K <0.01% -1,411 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,955 shares; 2024Q4: 16,295 shares; 2025Q1: 14,738 shares; 2025Q2: 15,659 shares; 2025Q3: 14,644 shares; 2025Q4: 14,571 shares 14,571 $696K <0.01% -73 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 13,821 shares 13,821 $694K <0.01% +13,621 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,479 shares; 2024Q4: 34,942 shares; 2025Q1: 34,772 shares; 2025Q2: 35,820 shares; 2025Q3: 34,713 shares; 2025Q4: 33,337 shares 33,337 $693K <0.01% -1,376 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 20,365 shares; 2025Q2: 34,150 shares; 2025Q3: 34,910 shares; 2025Q4: 36,495 shares 36,495 $692K <0.01% +1,585 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,661 shares; 2024Q4: 23,661 shares; 2025Q1: 23,661 shares; 2025Q2: 17,161 shares; 2025Q3: 17,161 shares; 2025Q4: 16,916 shares 16,916 $692K <0.01% -245 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,234 shares; 2024Q4: 70,197 shares; 2025Q1: 62,668 shares; 2025Q2: 74,754 shares; 2025Q3: 101,451 shares; 2025Q4: 167,452 shares 167,452 $692K <0.01% +66,001 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,700 shares; 2025Q1: 26,200 shares; 2025Q2: 29,693 shares; 2025Q3: 38,499 shares; 2025Q4: 34,243 shares 34,243 $690K <0.01% -4,256 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,224 shares; 2025Q4: 9,895 shares 9,895 $689K <0.01% +2,671 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,031 shares; 2025Q1: 21,350 shares; 2025Q2: 15,062 shares; 2025Q3: 15,143 shares; 2025Q4: 25,420 shares 25,420 $688K <0.01% +10,277 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,296 shares; 2024Q4: 12,370 shares; 2025Q1: 14,874 shares; 2025Q2: 14,850 shares; 2025Q3: 12,681 shares; 2025Q4: 12,501 shares 12,501 $685K <0.01% -180 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 9,531 shares; 2025Q1: 8,430 shares; 2025Q2: 16,795 shares; 2025Q3: 16,434 shares; 2025Q4: 10,627 shares 10,627 $684K <0.01% -5,807 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,566 shares; 2024Q4: 45,482 shares; 2025Q1: 44,454 shares; 2025Q2: 44,634 shares; 2025Q3: 34,758 shares; 2025Q4: 33,510 shares 33,510 $683K <0.01% -1,248 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,296 shares; 2024Q4: 15,909 shares; 2025Q1: 14,865 shares; 2025Q2: 14,565 shares; 2025Q3: 12,764 shares; 2025Q4: 12,058 shares 12,058 $683K <0.01% -706 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,060 shares; 2024Q4: 83,093 shares; 2025Q1: 81,513 shares; 2025Q2: 91,656 shares; 2025Q3: 82,560 shares; 2025Q4: 76,690 shares 76,690 $683K <0.01% -5,870 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 5,968 shares; 2025Q1: 5,936 shares; 2025Q2: 10,040 shares; 2025Q3: 11,291 shares; 2025Q4: 29,711 shares 29,711 $682K <0.01% +18,420 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,094 shares; 2025Q1: 7,066 shares; 2025Q2: 10,027 shares; 2025Q3: 4,273 shares; 2025Q4: 4,742 shares 4,742 $682K <0.01% +469 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,572 shares; 2024Q4: 15,666 shares; 2025Q1: 17,590 shares; 2025Q2: 29,067 shares; 2025Q3: 15,873 shares; 2025Q4: 11,612 shares 11,612 $682K <0.01% -4,261 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,395 shares; 2024Q4: 44,727 shares; 2025Q1: 17,555 shares; 2025Q2: 17,338 shares; 2025Q3: 17,341 shares; 2025Q4: 17,179 shares 17,179 $681K <0.01% -162 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,758 shares; 2025Q3: 1,758 shares; 2025Q4: 157,545 shares 157,545 $680K <0.01% +155,787 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,505 shares; 2024Q4: 31,416 shares; 2025Q1: 1,820 shares; 2025Q2: 18,598 shares; 2025Q3: 21,577 shares; 2025Q4: 14,620 shares 14,620 $680K <0.01% -6,957 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 2,310 shares; 2025Q1: 2,269 shares; 2025Q2: 1,141 shares; 2025Q3: 1,138 shares; 2025Q4: 6,755 shares 6,755 $678K <0.01% +5,617 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 3,458 shares; 2025Q1: 3,533 shares; 2025Q2: 2,887 shares; 2025Q3: 2,837 shares; 2025Q4: 3,176 shares 3,176 $678K <0.01% +339 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,740 shares; 2024Q4: 16,946 shares; 2025Q1: 12,391 shares; 2025Q2: 12,106 shares; 2025Q3: 14,229 shares; 2025Q4: 12,633 shares 12,633 $678K <0.01% -1,596 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 6,108 shares; 2025Q2: 13,680 shares; 2025Q3: 14,693 shares; 2025Q4: 13,579 shares 13,579 $677K <0.01% -1,114 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,300 shares; 2025Q1: 860 shares; 2025Q2: 5,880 shares; 2025Q3: 11,467 shares; 2025Q4: 13,269 shares 13,269 $676K <0.01% +1,802 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 4,918 shares; 2025Q1: 4,929 shares; 2025Q2: 6,284 shares; 2025Q3: 5,684 shares; 2025Q4: 5,691 shares 5,691 $675K <0.01% +7 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,446 shares; 2025Q3: 6,263 shares; 2025Q4: 7,240 shares 7,240 $674K <0.01% +977 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 2,596 shares; 2025Q1: 2,665 shares; 2025Q2: 2,737 shares; 2025Q3: 2,825 shares; 2025Q4: 3,080 shares 3,080 $672K <0.01% +255 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 13,735 shares; 2025Q1: 74,318 shares; 2025Q2: 79,376 shares; 2025Q3: 120,166 shares; 2025Q4: 124,239 shares 124,239 $671K <0.01% +4,073 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,475 shares; 2025Q2: 23,275 shares; 2025Q3: 21,675 shares; 2025Q4: 22,675 shares 22,675 $669K <0.01% +1,000 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,594 shares; 2024Q4: 18,890 shares; 2025Q1: 18,855 shares; 2025Q2: 15,201 shares; 2025Q3: 4,611 shares; 2025Q4: 6,097 shares 6,097 $668K <0.01% +1,486 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 22,183 shares; 2025Q1: 10,149 shares; 2025Q2: 10,159 shares; 2025Q3: 8,471 shares; 2025Q4: 8,265 shares 8,265 $668K <0.01% -206 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,813 shares; 2024Q4: 20,813 shares; 2025Q1: 20,787 shares; 2025Q2: 20,668 shares; 2025Q3: 104,502 shares; 2025Q4: 116,321 shares 116,321 $665K <0.01% +11,819 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 6,363 shares; 2025Q1: 3,971 shares; 2025Q2: 2,972 shares; 2025Q3: 2,914 shares; 2025Q4: 6,223 shares 6,223 $664K <0.01% +3,309 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,593 shares; 2025Q2: 12,143 shares; 2025Q3: 16,442 shares; 2025Q4: 19,034 shares 19,034 $662K <0.01% +2,592 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,373 shares; 2024Q4: 44,295 shares; 2025Q1: 50,006 shares; 2025Q2: 49,453 shares; 2025Q3: 69,637 shares; 2025Q4: 61,431 shares 61,431 $661K <0.01% -8,206 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 4,800 shares; 2025Q1: 14,390 shares; 2025Q2: 6,740 shares; 2025Q3: 5,780 shares; 2025Q4: 11,410 shares 11,410 $661K <0.01% +5,630 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,070 shares; 2024Q4: 63,970 shares; 2025Q1: 61,370 shares; 2025Q2: 55,970 shares; 2025Q3: 53,770 shares; 2025Q4: 51,520 shares 51,520 $657K <0.01% -2,250 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,670 shares; 2025Q1: 10,214 shares; 2025Q2: 11,403 shares; 2025Q3: 11,865 shares; 2025Q4: 22,016 shares 22,016 $657K <0.01% +10,151 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,316 shares; 2024Q4: 12,933 shares; 2025Q1: 11,679 shares; 2025Q2: 83 shares; 2025Q3: 34 shares; 2025Q4: 4,572 shares 4,572 $657K <0.01% +4,538 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,235 shares; 2024Q4: 68,869 shares; 2025Q1: 73,411 shares; 2025Q2: 71,581 shares; 2025Q3: 60,986 shares; 2025Q4: 59,734 shares 59,734 $656K <0.01% -1,252 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 3,770 shares; 2025Q1: 12,589 shares; 2025Q2: 11,970 shares; 2025Q3: 11,670 shares; 2025Q4: 8,798 shares 8,798 $656K <0.01% -2,872 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 9,307 shares; 2025Q1: 6,582 shares; 2025Q2: 5,517 shares; 2025Q3: 5,478 shares; 2025Q4: 5,157 shares 5,157 $653K <0.01% -321 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 9,468 shares; 2025Q4: 8,957 shares 8,957 $653K <0.01% -511 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,626 shares; 2025Q2: 112,015 shares; 2025Q3: 64,591 shares; 2025Q4: 95,279 shares 95,279 $650K <0.01% +30,688 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 614 shares; 2025Q4: 23,263 shares 23,263 $648K <0.01% +22,649 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,285 shares 118,285 $647K <0.01% new Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,330 shares; 2024Q4: 35,130 shares; 2025Q1: 34,130 shares; 2025Q2: 32,800 shares; 2025Q3: 46,866 shares; 2025Q4: 44,668 shares 44,668 $646K <0.01% -2,198 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 8,461 shares; 2025Q1: 9,952 shares; 2025Q2: 10,398 shares; 2025Q3: 11,700 shares; 2025Q4: 17,573 shares 17,573 $646K <0.01% +5,873 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,651 shares; 2024Q4: 67,022 shares; 2025Q1: 67,821 shares; 2025Q2: 67,845 shares; 2025Q3: 69,237 shares; 2025Q4: 70,022 shares 70,022 $646K <0.01% +785 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 2,914 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,494 shares 2,494 $645K <0.01% +22 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,007 shares; 2024Q4: 19,622 shares; 2025Q1: 19,934 shares; 2025Q2: 29,902 shares; 2025Q3: 34,196 shares; 2025Q4: 28,519 shares 28,519 $645K <0.01% -5,677 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,490 shares; 2024Q4: 46,560 shares; 2025Q1: 46,460 shares; 2025Q2: 45,760 shares; 2025Q3: 46,905 shares; 2025Q4: 46,755 shares 46,755 $642K <0.01% -150 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,504 shares; 2024Q4: 62,266 shares; 2025Q1: 62,988 shares; 2025Q2: 63,953 shares; 2025Q3: 64,121 shares; 2025Q4: 66,689 shares 66,689 $642K <0.01% +2,568 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 909 shares; 2025Q1: 357 shares; 2025Q2: 125 shares; 2025Q3: 123 shares; 2025Q4: 2,007 shares 2,007 $642K <0.01% +1,884 Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,859 shares 149,859 $640K <0.01% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 717 shares; 2025Q2: 16,314 shares; 2025Q3: 26,114 shares; 2025Q4: 70,668 shares 70,668 $638K <0.01% +44,554 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: 10,881 shares; 2025Q1: 9,471 shares; 2025Q2: 9,471 shares; 2025Q3: 14,065 shares; 2025Q4: 16,673 shares 16,673 $638K <0.01% +2,608 Timeline VEON VEON LTD More: the full row for VEON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,168 shares; 2025Q2: 12,590 shares; 2025Q3: 12,181 shares; 2025Q4: 12,120 shares 12,120 $637K <0.01% -61 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 3,983 shares 3,983 $637K <0.01% +756 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 2,660 shares; 2025Q1: 1,464 shares; 2025Q2: 2,013 shares; 2025Q3: 609 shares; 2025Q4: 1,420 shares 1,420 $637K <0.01% +811 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,573 shares; 2025Q3: 16,913 shares; 2025Q4: 18,257 shares 18,257 $637K <0.01% +1,344 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 8,522 shares; 2025Q1: 11,651 shares; 2025Q2: 11,164 shares; 2025Q3: 11,172 shares; 2025Q4: 8,571 shares 8,571 $637K <0.01% -2,601 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,685 shares; 2024Q4: 12,774 shares; 2025Q1: 13,463 shares; 2025Q2: 2,025 shares; 2025Q3: 22,478 shares; 2025Q4: 21,318 shares 21,318 $635K <0.01% -1,160 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 6,252 shares; 2025Q1: 5,745 shares; 2025Q2: 5,360 shares; 2025Q3: 5,312 shares; 2025Q4: 4,811 shares 4,811 $635K <0.01% -501 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 4,411 shares; 2025Q1: 5,760 shares; 2025Q2: 5,555 shares; 2025Q3: 6,338 shares; 2025Q4: 6,640 shares 6,640 $634K <0.01% +302 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,645 shares; 2024Q4: 194,804 shares; 2025Q1: 189,566 shares; 2025Q2: 153,363 shares; 2025Q3: 133,625 shares; 2025Q4: 127,596 shares 127,596 $634K <0.01% -6,029 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,163 shares; 2025Q1: 872 shares; 2025Q2: 10,169 shares; 2025Q3: 10,688 shares; 2025Q4: 17,564 shares 17,564 $632K <0.01% +6,876 Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,990 shares 150,990 $631K <0.01% new Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,548 shares 9,548 $630K <0.01% new Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 7,722 shares; 2025Q1: 7,274 shares; 2025Q2: 7,775 shares; 2025Q3: 7,911 shares; 2025Q4: 8,713 shares 8,713 $630K <0.01% +802 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,808 shares; 2024Q4: 23,816 shares; 2025Q1: 21,697 shares; 2025Q2: 21,759 shares; 2025Q3: 17,122 shares; 2025Q4: 23,905 shares 23,905 $629K <0.01% +6,783 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,050 shares; 2025Q3: 24,615 shares; 2025Q4: 27,507 shares 27,507 $628K <0.01% +2,892 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 10,774 shares; 2025Q1: 8,617 shares; 2025Q2: 8,549 shares; 2025Q3: 7,382 shares; 2025Q4: 8,037 shares 8,037 $627K <0.01% +655 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,475 shares; 2024Q4: 6,809 shares; 2025Q1: 6,941 shares; 2025Q2: 7,180 shares; 2025Q3: 8,378 shares; 2025Q4: 9,269 shares 9,269 $626K <0.01% +891 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,975 shares; 2024Q4: 35,375 shares; 2025Q1: 34,875 shares; 2025Q2: 33,175 shares; 2025Q3: 31,119 shares; 2025Q4: 28,425 shares 28,425 $626K <0.01% -2,694 Timeline EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,317 shares; 2024Q4: 94,717 shares; 2025Q1: 94,717 shares; 2025Q2: 84,617 shares; 2025Q3: 87,259 shares; 2025Q4: 97,343 shares 97,343 $624K <0.01% +10,084 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,113 shares 44,113 $624K <0.01% new Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 4,103 shares; 2025Q1: 9,354 shares; 2025Q2: 9,204 shares; 2025Q3: 8,691 shares; 2025Q4: 8,504 shares 8,504 $623K <0.01% -187 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,156 shares; 2024Q4: 7,320 shares; 2025Q1: 7,230 shares; 2025Q2: 7,217 shares; 2025Q3: 7,105 shares; 2025Q4: 6,601 shares 6,601 $623K <0.01% -504 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,100 shares; 2025Q4: 68,473 shares 68,473 $622K <0.01% +32,373 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,861 shares; 2024Q4: 20,998 shares; 2025Q1: 20,611 shares; 2025Q2: 20,855 shares; 2025Q3: 24,164 shares; 2025Q4: 5,743 shares 5,743 $622K <0.01% -18,421 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,933 shares; 2024Q4: 28,484 shares; 2025Q1: 32,340 shares; 2025Q2: 37,871 shares; 2025Q3: 39,625 shares; 2025Q4: 42,007 shares 42,007 $622K <0.01% +2,382 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 374 shares; 2025Q4: 2,407 shares 2,407 $622K <0.01% +2,033 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 15,424 shares; 2025Q3: 18,097 shares; 2025Q4: 32,101 shares 32,101 $622K <0.01% +14,004 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,015 shares; 2024Q4: 19,427 shares; 2025Q1: 23,837 shares; 2025Q2: 25,142 shares; 2025Q3: 29,211 shares; 2025Q4: 8,615 shares 8,615 $621K <0.01% -20,596 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,098 shares; 2024Q4: 17,407 shares; 2025Q1: 17,443 shares; 2025Q2: 15,913 shares; 2025Q3: 15,913 shares; 2025Q4: 14,992 shares 14,992 $621K <0.01% -921 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,414 shares; 2025Q1: 7,890 shares; 2025Q2: 7,914 shares; 2025Q3: 7,747 shares; 2025Q4: 7,749 shares 7,749 $619K <0.01% +2 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,738 shares; 2025Q1: 15,963 shares; 2025Q2: 15,745 shares; 2025Q3: 14,875 shares; 2025Q4: 14,893 shares 14,893 $619K <0.01% +18 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,265 shares; 2025Q1: 1,299 shares; 2025Q2: 2,852 shares; 2025Q3: 3,136 shares; 2025Q4: 2,968 shares 2,968 $616K <0.01% -168 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,700 shares; 2025Q2: 32,700 shares; 2025Q3: 93,180 shares; 2025Q4: 166,429 shares 166,429 $616K <0.01% +73,249 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 12,521 shares; 2025Q1: 11,607 shares; 2025Q2: 11,292 shares; 2025Q3: 12,890 shares; 2025Q4: 5,487 shares 5,487 $614K <0.01% -7,403 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: 5,684 shares; 2025Q1: 5,746 shares; 2025Q2: 5,746 shares; 2025Q3: 5,766 shares; 2025Q4: 5,566 shares 5,566 $614K <0.01% -200 Timeline FSFG FIRST SAVINGS FINANCIAL GRP More: the full row for FIRST SAVINGS FINANCIAL GRP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,229 shares; 2024Q4: 19,229 shares; 2025Q1: 19,229 shares; 2025Q2: 19,229 shares; 2025Q3: 19,248 shares; 2025Q4: 19,260 shares 19,260 $614K <0.01% +12 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,961 shares; 2024Q4: 77,157 shares; 2025Q1: 12,983 shares; 2025Q2: 11,349 shares; 2025Q3: 9,602 shares; 2025Q4: 11,106 shares 11,106 $613K <0.01% +1,504 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 637 shares; 2025Q4: 2,028 shares 2,028 $613K <0.01% +1,391 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,785 shares; 2024Q4: 16,527 shares; 2025Q1: 5,187 shares; 2025Q2: 19,775 shares; 2025Q3: 23,302 shares; 2025Q4: 26,147 shares 26,147 $612K <0.01% +2,845 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,501 shares; 2024Q4: 325,548 shares; 2025Q1: 25,097 shares; 2025Q2: 12,564 shares; 2025Q3: 10,667 shares; 2025Q4: 8,952 shares 8,952 $612K <0.01% -1,715 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,770 shares; 2024Q4: 25,143 shares; 2025Q1: 12,361 shares; 2025Q2: 8,738 shares; 2025Q3: 1,498 shares; 2025Q4: 31,957 shares 31,957 $611K <0.01% +30,459 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 3,846 shares; 2025Q1: 7,146 shares; 2025Q2: 12,967 shares; 2025Q3: 15,063 shares; 2025Q4: 20,075 shares 20,075 $610K <0.01% +5,012 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 1,804 shares; 2025Q1: 1,744 shares; 2025Q2: 1,766 shares; 2025Q3: 2,043 shares; 2025Q4: 2,140 shares 2,140 $610K <0.01% +97 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 2,801 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 5,578 shares; 2025Q4: 5,879 shares 5,879 $609K <0.01% +301 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 22,670 shares; 2025Q1: 23,670 shares; 2025Q2: 23,070 shares; 2025Q3: 43,070 shares; 2025Q4: 58,715 shares 58,715 $609K <0.01% +15,645 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,645 shares; 2025Q1: 2,209 shares; 2025Q2: 1,998 shares; 2025Q3: 1,955 shares; 2025Q4: 3,115 shares 3,115 $609K <0.01% +1,160 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 747 shares; 2025Q1: 8,210 shares; 2025Q2: 748 shares; 2025Q3: 6,554 shares; 2025Q4: 6,861 shares 6,861 $609K <0.01% +307 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,885 shares; 2024Q4: 14,410 shares; 2025Q1: 14,618 shares; 2025Q2: 14,363 shares; 2025Q3: 12,048 shares; 2025Q4: 12,054 shares 12,054 $608K <0.01% +6 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,478 shares; 2025Q1: 30,019 shares; 2025Q2: 26,500 shares; 2025Q3: 25,885 shares; 2025Q4: 52,933 shares 52,933 $608K <0.01% +27,048 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,182 shares 4,182 $608K <0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 6,677 shares; 2025Q1: 5,327 shares; 2025Q2: 4,968 shares; 2025Q3: 4,851 shares; 2025Q4: 6,024 shares 6,024 $607K <0.01% +1,173 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,546 shares; 2024Q4: 14,113 shares; 2025Q1: 21,224 shares; 2025Q2: 20,941 shares; 2025Q3: 64,343 shares; 2025Q4: 58,248 shares 58,248 $607K <0.01% -6,095 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 23,653 shares 23,653 $607K <0.01% +23,043 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,597 shares; 2025Q1: 4,303 shares; 2025Q2: 3,709 shares; 2025Q3: 3,693 shares; 2025Q4: 6,147 shares 6,147 $606K <0.01% +2,454 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,900 shares; 2024Q4: 165,300 shares; 2025Q1: 144,725 shares; 2025Q2: 139,400 shares; 2025Q3: 130,300 shares; 2025Q4: 124,600 shares 124,600 $606K <0.01% -5,700 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,578 shares; 2024Q4: 20,038 shares; 2025Q1: 18,310 shares; 2025Q2: 17,991 shares; 2025Q3: 18,610 shares; 2025Q4: 18,675 shares 18,675 $603K <0.01% +65 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,910 shares; 2024Q4: 546,717 shares; 2025Q1: 306,086 shares; 2025Q2: 192,913 shares; 2025Q3: 156,025 shares; 2025Q4: 144,800 shares 144,800 $602K <0.01% -11,225 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,059 shares 13,059 $601K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,565 shares; 2025Q1: 2,057 shares; 2025Q2: 1,604 shares; 2025Q3: 1,536 shares; 2025Q4: 1,997 shares 1,997 $601K <0.01% +461 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,236 shares; 2025Q1: 1,097 shares; 2025Q2: 1,026 shares; 2025Q3: 4,755 shares; 2025Q4: 8,908 shares 8,908 $600K <0.01% +4,153 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,462 shares; 2025Q2: 2,457 shares; 2025Q3: 2,460 shares; 2025Q4: 5,363 shares 5,363 $599K <0.01% +2,903 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 11,149 shares; 2025Q4: 12,747 shares 12,747 $596K <0.01% +1,598 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,053 shares; 2024Q4: 7,276 shares; 2025Q1: 7,276 shares; 2025Q2: 7,276 shares; 2025Q3: 6,574 shares; 2025Q4: 6,624 shares 6,624 $596K <0.01% +50 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,554 shares; 2024Q4: 124,754 shares; 2025Q1: 118,879 shares; 2025Q2: 115,479 shares; 2025Q3: 113,429 shares; 2025Q4: 96,729 shares 96,729 $595K <0.01% -16,700 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,529 shares 26,529 $593K <0.01% new Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,503 shares; 2024Q4: 11,503 shares; 2025Q1: 11,038 shares; 2025Q2: 11,038 shares; 2025Q3: 11,038 shares; 2025Q4: 11,038 shares 11,038 $593K <0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 1,148 shares; 2025Q1: 350 shares; 2025Q2: 60 shares; 2025Q3: 962 shares; 2025Q4: 1,740 shares 1,740 $592K <0.01% +778 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 9,042 shares; 2025Q1: 11,090 shares; 2025Q2: 15,095 shares; 2025Q3: 14,973 shares; 2025Q4: 19,441 shares 19,441 $592K <0.01% +4,468 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,923 shares; 2024Q4: 74,908 shares; 2025Q1: 53,508 shares; 2025Q2: 74,608 shares; 2025Q3: 79,066 shares; 2025Q4: 117,545 shares 117,545 $590K <0.01% +38,479 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 2,068 shares; 2025Q1: 2,337 shares; 2025Q2: 17,755 shares; 2025Q3: 16,608 shares; 2025Q4: 16,747 shares 16,747 $589K <0.01% +139 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 18,018 shares; 2025Q1: 24,941 shares; 2025Q2: 27,060 shares; 2025Q3: 50,815 shares; 2025Q4: 54,932 shares 54,932 $589K <0.01% +4,117 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,679 shares; 2024Q4: 36,338 shares; 2025Q1: 41,030 shares; 2025Q2: 43,136 shares; 2025Q3: 65,756 shares; 2025Q4: 59,013 shares 59,013 $588K <0.01% -6,743 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,416 shares; 2024Q4: 77,145 shares; 2025Q1: 79,257 shares; 2025Q2: 79,456 shares; 2025Q3: 72,861 shares; 2025Q4: 57,633 shares 57,633 $587K <0.01% -15,228 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 753 shares; 2025Q2: 3,047 shares; 2025Q3: 19,376 shares; 2025Q4: 12,681 shares 12,681 $587K <0.01% -6,695 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,020 shares; 2024Q4: 4,045 shares; 2025Q1: 4,046 shares; 2025Q2: 2,017 shares; 2025Q3: 2,217 shares; 2025Q4: 30,581 shares 30,581 $587K <0.01% +28,364 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,076 shares; 2024Q4: 26,076 shares; 2025Q1: 24,540 shares; 2025Q2: 24,540 shares; 2025Q3: 16,170 shares; 2025Q4: 16,215 shares 16,215 $586K <0.01% +45 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 10,120 shares; 2025Q3: 15,427 shares; 2025Q4: 18,799 shares 18,799 $585K <0.01% +3,372 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 8,196 shares; 2025Q1: 7,204 shares; 2025Q2: 6,143 shares; 2025Q3: 7,774 shares; 2025Q4: 9,072 shares 9,072 $584K <0.01% +1,298 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,296 shares; 2024Q4: 17,669 shares; 2025Q1: 12,158 shares; 2025Q2: 23,673 shares; 2025Q3: 11,309 shares; 2025Q4: 11,153 shares 11,153 $584K <0.01% -156 Timeline TAL TAL ED GROUP More: the full row for TAL ED GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,961 shares; 2024Q4: 10,598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,447 shares 53,447 $583K <0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 9,351 shares; 2025Q1: 5,161 shares; 2025Q2: 5,006 shares; 2025Q3: 4,743 shares; 2025Q4: 5,623 shares 5,623 $583K <0.01% +880 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 1,201 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 12,752 shares 12,752 $581K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 7,796 shares; 2025Q1: 8,767 shares; 2025Q2: 9,395 shares; 2025Q3: 8,986 shares; 2025Q4: 7,509 shares 7,509 $581K <0.01% -1,477 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,898 shares; 2024Q4: 80,469 shares; 2025Q1: 81,420 shares; 2025Q2: 75,535 shares; 2025Q3: 78,362 shares; 2025Q4: 77,077 shares 77,077 $578K <0.01% -1,285 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 534 shares; 2025Q1: 703 shares; 2025Q2: 1,276 shares; 2025Q3: 2,566 shares; 2025Q4: 9,711 shares 9,711 $578K <0.01% +7,145 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,455 shares; 2024Q4: 12,455 shares; 2025Q1: 12,455 shares; 2025Q2: 10,257 shares; 2025Q3: 14,930 shares; 2025Q4: 11,186 shares 11,186 $576K <0.01% -3,744 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 800 shares; 2025Q1: 1,315 shares; 2025Q2: 1,515 shares; 2025Q3: 7,156 shares; 2025Q4: 7,572 shares 7,572 $575K <0.01% +416 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,900 shares 10,900 $574K <0.01% new Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,737 shares; 2024Q4: 41,622 shares; 2025Q1: 45,466 shares; 2025Q2: 47,517 shares; 2025Q3: 49,756 shares; 2025Q4: 49,514 shares 49,514 $574K <0.01% -242 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,073 shares; 2024Q4: 25,945 shares; 2025Q1: 43,578 shares; 2025Q2: 42,902 shares; 2025Q3: 74,509 shares; 2025Q4: 72,133 shares 72,133 $573K <0.01% -2,376 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 6,068 shares; 2025Q1: 6,374 shares; 2025Q2: 6,937 shares; 2025Q3: 7,318 shares; 2025Q4: 7,552 shares 7,552 $571K <0.01% +234 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,056 shares; 2024Q4: 27,020 shares; 2025Q1: 25,679 shares; 2025Q2: 27,320 shares; 2025Q3: 25,490 shares; 2025Q4: 22,743 shares 22,743 $571K <0.01% -2,747 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,060 shares 16,060 $570K <0.01% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,015 shares; 2025Q1: 2,629 shares; 2025Q2: 1,740 shares; 2025Q3: 1,391 shares; 2025Q4: 1,996 shares 1,996 $568K <0.01% +605 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,422 shares; 2024Q4: 18,791 shares; 2025Q1: 12,791 shares; 2025Q2: 14,488 shares; 2025Q3: 16,800 shares; 2025Q4: 19,266 shares 19,266 $568K <0.01% +2,466 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,988 shares; 2024Q4: 42,525 shares; 2025Q1: 42,494 shares; 2025Q2: 42,983 shares; 2025Q3: 38,532 shares; 2025Q4: 34,428 shares 34,428 $567K <0.01% -4,104 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1,173 shares; 2025Q2: 1,552 shares; 2025Q3: 1,856 shares; 2025Q4: 1,865 shares 1,865 $566K <0.01% +9 Timeline OCTP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,626 shares 18,626 $565K <0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,570 shares; 2024Q4: 21,505 shares; 2025Q1: 11,193 shares; 2025Q2: 25,027 shares; 2025Q3: 46,610 shares; 2025Q4: 42,565 shares 42,565 $562K <0.01% -4,045 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 929 shares; 2025Q3: 12,162 shares; 2025Q4: 12,215 shares 12,215 $561K <0.01% +53 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 5,111 shares; 2025Q4: 3,565 shares 3,565 $560K <0.01% -1,546 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 25,500 shares 25,500 $559K <0.01% +23,000 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,899 shares; 2024Q4: 22,392 shares; 2025Q1: 17,406 shares; 2025Q2: 15,615 shares; 2025Q3: 15,603 shares; 2025Q4: 17,144 shares 17,144 $558K <0.01% +1,541 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 929 shares; 2025Q1: 6,441 shares; 2025Q2: 1,491 shares; 2025Q3: 7,814 shares; 2025Q4: 8,041 shares 8,041 $557K <0.01% +227 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,955 shares; 2024Q4: 316,090 shares; 2025Q1: 360,376 shares; 2025Q2: 357,751 shares; 2025Q3: 9,209 shares; 2025Q4: 13,639 shares 13,639 $557K <0.01% +4,430 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,508 shares; 2024Q4: 14,388 shares; 2025Q1: 13,074 shares; 2025Q2: 14,185 shares; 2025Q3: 13,594 shares; 2025Q4: 13,537 shares 13,537 $557K <0.01% -57 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,535 shares; 2025Q1: 1,735 shares; 2025Q2: 1,290 shares; 2025Q3: 9,418 shares; 2025Q4: 12,448 shares 12,448 $557K <0.01% +3,030 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,579 shares; 2024Q4: 13,406 shares; 2025Q1: 22,214 shares; 2025Q2: 12,711 shares; 2025Q3: 13,009 shares; 2025Q4: 12,062 shares 12,062 $556K <0.01% -947 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,029 shares; 2024Q4: 4,969 shares; 2025Q1: 4,969 shares; 2025Q2: 4,969 shares; 2025Q3: 6,048 shares; 2025Q4: 4,828 shares 4,828 $555K <0.01% -1,220 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 5,886 shares; 2025Q1: 6,168 shares; 2025Q2: 6,133 shares; 2025Q3: 6,296 shares; 2025Q4: 7,007 shares 7,007 $555K <0.01% +711 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,024 shares; 2024Q4: 6,054 shares; 2025Q1: 6,044 shares; 2025Q2: 5,949 shares; 2025Q3: 10,858 shares; 2025Q4: 12,719 shares 12,719 $555K <0.01% +1,861 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,480 shares; 2025Q1: 1,578 shares; 2025Q2: 1,462 shares; 2025Q3: 1,474 shares; 2025Q4: 2,815 shares 2,815 $554K <0.01% +1,341 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,565 shares 17,565 $553K <0.01% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 6,057 shares; 2025Q1: 6,057 shares; 2025Q2: 6,057 shares; 2025Q3: 6,297 shares; 2025Q4: 6,840 shares 6,840 $553K <0.01% +543 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 12,703 shares; 2025Q1: 12,144 shares; 2025Q2: 12,124 shares; 2025Q3: 10,715 shares; 2025Q4: 9,874 shares 9,874 $552K <0.01% -841 Timeline AVNS AVANOS MED INC More: the full row for AVANOS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 155 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 48,998 shares 48,998 $550K <0.01% +48,865 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,228 shares; 2024Q4: 16,508 shares; 2025Q1: 19,257 shares; 2025Q2: 15,372 shares; 2025Q3: 15,372 shares; 2025Q4: 14,956 shares 14,956 $550K <0.01% -416 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,740 shares; 2024Q4: 6,475 shares; 2025Q1: 2,125 shares; 2025Q2: 5,920 shares; 2025Q3: 5,920 shares; 2025Q4: 10,194 shares 10,194 $550K <0.01% +4,274 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 3,766 shares; 2025Q1: 2,946 shares; 2025Q2: 1,123 shares; 2025Q3: 1,031 shares; 2025Q4: 4,848 shares 4,848 $548K <0.01% +3,817 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,107 shares; 2024Q4: 132,957 shares; 2025Q1: 132,957 shares; 2025Q2: 123,482 shares; 2025Q3: 122,382 shares; 2025Q4: 122,402 shares 122,402 $547K <0.01% +20 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 687 shares; 2025Q2: 4,763 shares; 2025Q3: 4,711 shares; 2025Q4: 7,412 shares 7,412 $546K <0.01% +2,701 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,839 shares; 2024Q4: 15,785 shares; 2025Q1: 19,293 shares; 2025Q2: 14,203 shares; 2025Q3: 12,094 shares; 2025Q4: 13,159 shares 13,159 $546K <0.01% +1,065 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 14,634 shares; 2025Q1: 30,551 shares; 2025Q2: 30,195 shares; 2025Q3: 14,666 shares; 2025Q4: 13,532 shares 13,532 $545K <0.01% -1,134 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,011 shares; 2025Q4: 11,997 shares 11,997 $545K <0.01% +5,986 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,112 shares 48,112 $545K <0.01% new Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,341 shares; 2024Q4: 14,445 shares; 2025Q1: 13,114 shares; 2025Q2: 17,186 shares; 2025Q3: 16,186 shares; 2025Q4: 13,614 shares 13,614 $544K <0.01% -2,572 Timeline GXPT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,820 shares 19,820 $543K <0.01% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,929 shares; 2024Q4: 39,183 shares; 2025Q1: 36,671 shares; 2025Q2: 35,883 shares; 2025Q3: 46,008 shares; 2025Q4: 6,248 shares 6,248 $543K <0.01% -39,760 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 6,001 shares; 2025Q1: 6,724 shares; 2025Q2: 5,500 shares; 2025Q3: 5,441 shares; 2025Q4: 5,249 shares 5,249 $543K <0.01% -192 Timeline PCM PCM FD INC More: the full row for PCM FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,145 shares; 2024Q4: 101,645 shares; 2025Q1: 97,445 shares; 2025Q2: 94,545 shares; 2025Q3: 90,245 shares; 2025Q4: 88,145 shares 88,145 $541K <0.01% -2,100 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 2,386 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 5,117 shares; 2025Q4: 5,456 shares 5,456 $540K <0.01% +339 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 23,429 shares; 2025Q3: 16,996 shares; 2025Q4: 16,925 shares 16,925 $539K <0.01% -71 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,345 shares; 2024Q4: 41,145 shares; 2025Q1: 40,539 shares; 2025Q2: 40,039 shares; 2025Q3: 42,739 shares; 2025Q4: 61,112 shares 61,112 $539K <0.01% +18,373 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 6,073 shares; 2025Q1: 6,085 shares; 2025Q2: 10,224 shares; 2025Q3: 10,783 shares; 2025Q4: 10,400 shares 10,400 $537K <0.01% -383 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 5,887 shares; 2025Q1: 5,887 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 5,502 shares 5,502 $537K <0.01% -698 Timeline JANP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,222 shares; 2025Q2: 14,000 shares; 2025Q3: 15,400 shares; 2025Q4: 16,400 shares 16,400 $536K <0.01% +1,000 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,100 shares; 2024Q4: 98,200 shares; 2025Q1: 94,494 shares; 2025Q2: 87,200 shares; 2025Q3: 85,900 shares; 2025Q4: 82,700 shares 82,700 $533K <0.01% -3,200 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,788 shares 30,788 $531K <0.01% new Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,819 shares; 2025Q4: 5,702 shares 5,702 $530K <0.01% +883 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,040 shares 10,040 $530K <0.01% new Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,869 shares; 2024Q4: 11,102 shares; 2025Q1: 9,959 shares; 2025Q2: 7,844 shares; 2025Q3: 8,436 shares; 2025Q4: 8,200 shares 8,200 $528K <0.01% -236 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,244 shares 33,244 $527K <0.01% new Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 292 shares; 2025Q2: 1,316 shares; 2025Q3: 3,464 shares; 2025Q4: 5,562 shares 5,562 $525K <0.01% +2,098 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,164 shares; 2025Q1: 2,423 shares; 2025Q2: 2,499 shares; 2025Q3: 2,738 shares; 2025Q4: 3,162 shares 3,162 $525K <0.01% +424 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591 shares; 2025Q2: 2,010 shares; 2025Q3: 2,094 shares; 2025Q4: 10,807 shares 10,807 $525K <0.01% +8,713 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,515 shares; 2025Q4: 10,933 shares 10,933 $524K <0.01% +418 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 7,434 shares; 2025Q1: 7,836 shares; 2025Q2: 9,629 shares; 2025Q3: 9,489 shares; 2025Q4: 10,671 shares 10,671 $524K <0.01% +1,182 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,515 shares; 2025Q4: 4,114 shares 4,114 $524K <0.01% +2,599 Timeline VWID ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,620 shares 14,620 $523K <0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,315 shares; 2024Q4: 8,227 shares; 2025Q1: 8,869 shares; 2025Q2: 6,025 shares; 2025Q3: 5,732 shares; 2025Q4: 8,158 shares 8,158 $522K <0.01% +2,426 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,397 shares; 2025Q1: 11,919 shares; 2025Q2: 12,883 shares; 2025Q3: 11,062 shares; 2025Q4: 10,655 shares 10,655 $522K <0.01% -407 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,971 shares; 2024Q4: 44,696 shares; 2025Q1: 43,241 shares; 2025Q2: 39,943 shares; 2025Q3: 38,345 shares; 2025Q4: 41,371 shares 41,371 $522K <0.01% +3,026 Timeline VLT INVESCO HIGH INCOME TR II More: the full row for INVESCO HIGH INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,200 shares; 2024Q4: 50,300 shares; 2025Q1: 50,000 shares; 2025Q2: 47,888 shares; 2025Q3: 48,188 shares; 2025Q4: 46,688 shares 46,688 $522K <0.01% -1,500 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,421 shares; 2024Q4: 52,421 shares; 2025Q1: 50,421 shares; 2025Q2: 50,721 shares; 2025Q3: 47,121 shares; 2025Q4: 47,121 shares 47,121 $521K <0.01% 0 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 2,102 shares; 2025Q1: 22,791 shares; 2025Q2: 23,205 shares; 2025Q3: 32,711 shares; 2025Q4: 33,744 shares 33,744 $521K <0.01% +1,033 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 5,095 shares; 2025Q1: 5,079 shares; 2025Q2: 4,643 shares; 2025Q3: 12,104 shares; 2025Q4: 6,563 shares 6,563 $520K <0.01% -5,541 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 15,188 shares; 2025Q1: 4,723 shares; 2025Q2: 19,067 shares; 2025Q3: 19,470 shares; 2025Q4: 25,093 shares 25,093 $519K <0.01% +5,623 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 15,864 shares; 2025Q1: 21,834 shares; 2025Q2: 14,775 shares; 2025Q3: 6,681 shares; 2025Q4: 10,260 shares 10,260 $517K <0.01% +3,579 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 14,672 shares; 2025Q1: 17,673 shares; 2025Q2: 10,501 shares; 2025Q3: 5,425 shares; 2025Q4: 4,543 shares 4,543 $515K <0.01% -882 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,750 shares; 2025Q3: 2,658 shares; 2025Q4: 2,685 shares 2,685 $515K <0.01% +27 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,710 shares; 2025Q1: 1,003 shares; 2025Q2: 1,400 shares; 2025Q3: 400 shares; 2025Q4: 81,861 shares 81,861 $513K <0.01% +81,461 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 208 shares; 2025Q1: 209 shares; 2025Q2: 205 shares; 2025Q3: 7,652 shares; 2025Q4: 14,521 shares 14,521 $513K <0.01% +6,869 Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,166 shares; 2024Q4: 49,614 shares; 2025Q1: 49,735 shares; 2025Q2: 55,068 shares; 2025Q3: 54,739 shares; 2025Q4: 54,913 shares 54,913 $512K <0.01% +174 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,859 shares; 2024Q4: 2,239 shares; 2025Q1: 7,366 shares; 2025Q2: 6,979 shares; 2025Q3: 11,921 shares; 2025Q4: 12,914 shares 12,914 $512K <0.01% +993 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 11,061 shares; 2025Q1: 11,416 shares; 2025Q2: 11,287 shares; 2025Q3: 10,639 shares; 2025Q4: 3,758 shares 3,758 $511K <0.01% -6,881 Timeline PHAR PHARMING GROUP NV More: the full row for PHARMING GROUP NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 28,868 shares 28,868 $510K <0.01% +28,615 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 17,377 shares; 2025Q1: 16,563 shares; 2025Q2: 17,774 shares; 2025Q3: 15,493 shares; 2025Q4: 21,515 shares 21,515 $510K <0.01% +6,022 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 5,538 shares; 2025Q1: 5,723 shares; 2025Q2: 5,504 shares; 2025Q3: 5,504 shares; 2025Q4: 5,504 shares 5,504 $510K <0.01% 0 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 10,764 shares; 2025Q1: 10,766 shares; 2025Q2: 21,652 shares; 2025Q3: 22,243 shares; 2025Q4: 22,314 shares 22,314 $509K <0.01% +71 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 451 shares; 2025Q1: 1,096 shares; 2025Q2: 1,464 shares; 2025Q3: 1,463 shares; 2025Q4: 2,702 shares 2,702 $509K <0.01% +1,239 Timeline AKO-B EMBOTELLADORA ANDINA S A More: the full row for EMBOTELLADORA ANDINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,442 shares; 2025Q4: 18,243 shares 18,243 $509K <0.01% +5,801 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,013 shares; 2024Q4: 18,367 shares; 2025Q1: 16,550 shares; 2025Q2: 5,406 shares; 2025Q3: 5,245 shares; 2025Q4: 5,830 shares 5,830 $509K <0.01% +585 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,070 shares; 2025Q2: 20,070 shares; 2025Q3: 20,070 shares; 2025Q4: 19,900 shares 19,900 $508K <0.01% -170 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 812 shares; 2025Q4: 4,937 shares 4,937 $508K <0.01% +4,125 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 16,435 shares; 2025Q1: 15,579 shares; 2025Q2: 20,738 shares; 2025Q3: 17,908 shares; 2025Q4: 9,934 shares 9,934 $508K <0.01% -7,974 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 8,008 shares; 2025Q1: 7,858 shares; 2025Q2: 8,211 shares; 2025Q3: 3,483 shares; 2025Q4: 4,740 shares 4,740 $508K <0.01% +1,257 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,893 shares; 2024Q4: 29,726 shares; 2025Q1: 31,311 shares; 2025Q2: 24,946 shares; 2025Q3: 26,296 shares; 2025Q4: 46,542 shares 46,542 $507K <0.01% +20,246 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,595 shares; 2024Q4: 17,595 shares; 2025Q1: 16,615 shares; 2025Q2: 16,615 shares; 2025Q3: 14,327 shares; 2025Q4: 14,327 shares 14,327 $503K <0.01% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 7,890 shares; 2025Q1: 7,212 shares; 2025Q2: 7,478 shares; 2025Q3: 1,106 shares; 2025Q4: 1,128 shares 1,128 $503K <0.01% +22 PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,704 shares; 2024Q4: 96,534 shares; 2025Q1: 97,430 shares; 2025Q2: 95,312 shares; 2025Q3: 89,113 shares; 2025Q4: 66,699 shares 66,699 $503K <0.01% -22,414 Timeline ATNI ATN INTL INC More: the full row for ATN INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,044 shares 22,044 $503K <0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,284 shares; 2025Q1: 2,201 shares; 2025Q2: 1,534 shares; 2025Q3: 1,870 shares; 2025Q4: 2,256 shares 2,256 $502K <0.01% +386 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,577 shares; 2025Q3: 25,904 shares; 2025Q4: 26,784 shares 26,784 $502K <0.01% +880 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 213 shares; 2025Q2: 223 shares; 2025Q3: 7,852 shares; 2025Q4: 13,010 shares 13,010 $502K <0.01% +5,158 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,943 shares; 2025Q1: 6,775 shares; 2025Q2: 6,764 shares; 2025Q3: 9,831 shares; 2025Q4: 9,966 shares 9,966 $501K <0.01% +135 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,391 shares; 2025Q1: 4,183 shares; 2025Q2: 5,118 shares; 2025Q3: 4,024 shares; 2025Q4: 12,080 shares 12,080 $499K <0.01% +8,056 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 567 shares; 2025Q2: 600 shares; 2025Q3: 5,474 shares; 2025Q4: 6,938 shares 6,938 $499K <0.01% +1,464 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 3,324 shares; 2025Q1: 4,567 shares; 2025Q2: 4,503 shares; 2025Q3: 5,363 shares; 2025Q4: 6,511 shares 6,511 $498K <0.01% +1,148 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,625 shares; 2025Q3: 6,166 shares; 2025Q4: 6,674 shares 6,674 $498K <0.01% +508 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 2,797 shares; 2025Q1: 2,811 shares; 2025Q2: 2,594 shares; 2025Q3: 2,562 shares; 2025Q4: 3,928 shares 3,928 $497K <0.01% +1,366 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,058 shares; 2025Q1: 458 shares; 2025Q2: 452 shares; 2025Q3: 306 shares; 2025Q4: 294 shares 294 $496K <0.01% -12 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 4,345 shares; 2025Q1: 13,453 shares; 2025Q2: 6,873 shares; 2025Q3: 16 shares; 2025Q4: 4,496 shares 4,496 $496K <0.01% +4,480 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 5,291 shares; 2025Q1: 4,242 shares; 2025Q2: 11,940 shares; 2025Q3: 5,072 shares; 2025Q4: 6,789 shares 6,789 $496K <0.01% +1,717 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,615 shares; 2024Q4: 21,953 shares; 2025Q1: 19,558 shares; 2025Q2: 17,753 shares; 2025Q3: 17,253 shares; 2025Q4: 16,747 shares 16,747 $496K <0.01% -506 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 3,987 shares; 2025Q4: 11,208 shares 11,208 $495K <0.01% +7,221 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 4,247 shares; 2025Q1: 5,906 shares; 2025Q2: 4,808 shares; 2025Q3: 7,114 shares; 2025Q4: 7,648 shares 7,648 $492K <0.01% +534 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,792 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 248 shares; 2025Q3: 34,302 shares; 2025Q4: 29,801 shares 29,801 $492K <0.01% -4,501 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 223 shares; 2025Q1: 2,534 shares; 2025Q2: 6,104 shares; 2025Q3: 5,148 shares; 2025Q4: 5,039 shares 5,039 $491K <0.01% -109 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,328 shares; 2025Q1: 2,349 shares; 2025Q2: 2,041 shares; 2025Q3: 2,164 shares; 2025Q4: 7,566 shares 7,566 $491K <0.01% +5,402 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,358 shares; 2025Q4: 35,505 shares 35,505 $490K <0.01% +11,147 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,118 shares; 2024Q4: 114,638 shares; 2025Q1: 109,680 shares; 2025Q2: 104,057 shares; 2025Q3: 98,569 shares; 2025Q4: 87,936 shares 87,936 $490K <0.01% -10,633 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,113 shares; 2024Q4: 12,068 shares; 2025Q1: 12,068 shares; 2025Q2: 12,071 shares; 2025Q3: 12,073 shares; 2025Q4: 11,755 shares 11,755 $488K <0.01% -318 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 202,813 shares; 2025Q3: 197,468 shares; 2025Q4: 4,900 shares 4,900 $487K <0.01% -192,568 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 4,983 shares; 2025Q1: 4,758 shares; 2025Q2: 4,627 shares; 2025Q3: 4,762 shares; 2025Q4: 8,637 shares 8,637 $485K <0.01% +3,875 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 236 shares; 2025Q1: 238 shares; 2025Q2: 240 shares; 2025Q3: 1,000 shares; 2025Q4: 11,515 shares 11,515 $484K <0.01% +10,515 Timeline UIVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,749 shares; 2024Q4: 8,781 shares; 2025Q1: 8,659 shares; 2025Q2: 8,346 shares; 2025Q3: 7,817 shares; 2025Q4: 7,495 shares 7,495 $484K <0.01% -322 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 207 shares; 2025Q1: 497 shares; 2025Q2: 5,445 shares; 2025Q3: 5,652 shares; 2025Q4: 6,342 shares 6,342 $483K <0.01% +690 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,453 shares; 2024Q4: 9,883 shares; 2025Q1: 9,938 shares; 2025Q2: 9,976 shares; 2025Q3: 9,749 shares; 2025Q4: 12,669 shares 12,669 $482K <0.01% +2,920 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 35,900 shares; 2025Q1: 33,200 shares; 2025Q2: 45,000 shares; 2025Q3: 43,800 shares; 2025Q4: 44,100 shares 44,100 $482K <0.01% +300 Timeline PCF HIGH INCOME SECS FD More: the full row for HIGH INCOME SECS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,900 shares; 2024Q4: 87,700 shares; 2025Q1: 87,000 shares; 2025Q2: 82,100 shares; 2025Q3: 80,700 shares; 2025Q4: 78,300 shares 78,300 $482K <0.01% -2,400 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,580 shares; 2025Q1: 1,577 shares; 2025Q2: 6,304 shares; 2025Q3: 6,159 shares; 2025Q4: 6,416 shares 6,416 $481K <0.01% +257 Timeline ELA ENVELA CORP More: the full row for ENVELA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 985 shares; 2025Q1: 10,989 shares; 2025Q2: 329 shares; 2025Q3: 15,636 shares; 2025Q4: 35,833 shares 35,833 $479K <0.01% +20,197 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 10,809 shares; 2025Q3: 12,575 shares; 2025Q4: 12,880 shares 12,880 $478K <0.01% +305 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,238 shares; 2024Q4: 24,079 shares; 2025Q1: 25,118 shares; 2025Q2: 21,932 shares; 2025Q3: 18,478 shares; 2025Q4: 21,349 shares 21,349 $477K <0.01% +2,871 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 382 shares; 2025Q1: 379 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 2,281 shares 2,281 $477K <0.01% +1,852 Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,454 shares; 2024Q4: 38,854 shares; 2025Q1: 38,454 shares; 2025Q2: 38,688 shares; 2025Q3: 35,154 shares; 2025Q4: 34,854 shares 34,854 $476K <0.01% -300 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,455 shares; 2025Q3: 13,687 shares; 2025Q4: 37,623 shares 37,623 $476K <0.01% +23,936 Timeline