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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 6,053 shares; 2025Q1: 3,076 shares; 2025Q2: 3,243 shares; 2025Q3: 5,085 shares 5,085 $448K <0.01% +1,842 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 6,677 shares; 2025Q1: 6,755 shares; 2025Q2: 8,359 shares; 2025Q3: 9,365 shares 9,365 $447K <0.01% +1,006 Timeline PIE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,678 shares; 2024Q4: 22,132 shares; 2025Q1: 19,589 shares; 2025Q2: 15,841 shares; 2025Q3: 18,222 shares 18,222 $445K <0.01% +2,381 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 9,019 shares; 2025Q1: 8,990 shares; 2025Q2: 8,987 shares; 2025Q3: 8,969 shares 8,969 $442K <0.01% -18 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,203 shares; 2025Q2: 2,219 shares; 2025Q3: 2,206 shares 2,206 $440K <0.01% -13 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,828 shares; 2025Q1: 3,434 shares; 2025Q2: 2,775 shares; 2025Q3: 3,331 shares 3,331 $439K <0.01% +556 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,346 shares; 2025Q1: 1,266 shares; 2025Q2: 4,053 shares; 2025Q3: 7,965 shares 7,965 $439K <0.01% +3,912 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 14,497 shares; 2025Q3: 14,268 shares 14,268 $434K <0.01% -229 Timeline QQQJ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,592 shares; 2024Q4: 24,623 shares; 2025Q1: 10,932 shares; 2025Q2: 14,458 shares; 2025Q3: 12,117 shares 12,117 $434K <0.01% -2,341 Timeline FTXL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,691 shares; 2025Q1: 960 shares; 2025Q2: 915 shares; 2025Q3: 3,875 shares 3,875 $433K <0.01% +2,960 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,441 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,969 shares 35,969 $423K <0.01% new Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,985 shares; 2024Q4: 15,241 shares; 2025Q1: 16,856 shares; 2025Q2: 16,856 shares; 2025Q3: 18,199 shares 18,199 $421K <0.01% +1,343 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,375 shares; 2025Q1: 5,989 shares; 2025Q2: 6,776 shares; 2025Q3: 7,061 shares 7,061 $419K <0.01% +285 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,594 shares; 2025Q1: 5,240 shares; 2025Q2: 5,276 shares; 2025Q3: 5,205 shares 5,205 $416K <0.01% -71 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,015 shares; 2024Q4: 15,215 shares; 2025Q1: 13,108 shares; 2025Q2: 12,569 shares; 2025Q3: 10,709 shares 10,709 $416K <0.01% -1,860 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 8,797 shares; 2025Q1: 10,300 shares; 2025Q2: 8,656 shares; 2025Q3: 9,742 shares 9,742 $415K <0.01% +1,086 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,214 shares; 2024Q4: 11,572 shares; 2025Q1: 11,207 shares; 2025Q2: 9,111 shares; 2025Q3: 8,793 shares 8,793 $413K <0.01% -318 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 2,302 shares; 2025Q1: 2,443 shares; 2025Q2: 2,695 shares; 2025Q3: 2,912 shares 2,912 $412K <0.01% +217 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,118 shares; 2024Q4: 6,103 shares; 2025Q1: 8,285 shares; 2025Q2: 5,078 shares; 2025Q3: 4,697 shares 4,697 $412K <0.01% -381 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,262 shares; 2024Q4: 17,068 shares; 2025Q1: 18,675 shares; 2025Q2: 28,609 shares; 2025Q3: 50,319 shares 50,319 $412K <0.01% +21,710 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,464 shares; 2025Q1: 2,914 shares; 2025Q2: 4,601 shares; 2025Q3: 4,697 shares 4,697 $410K <0.01% +96 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 6,677 shares; 2025Q1: 6,079 shares; 2025Q2: 4,481 shares; 2025Q3: 4,634 shares 4,634 $408K <0.01% +153 Timeline BKGI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,447 shares 10,447 $407K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,098 shares; 2025Q1: 3,934 shares; 2025Q2: 4,169 shares; 2025Q3: 4,976 shares 4,976 $406K <0.01% +807 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 5,464 shares; 2025Q1: 4,515 shares; 2025Q2: 4,444 shares; 2025Q3: 4,954 shares 4,954 $404K <0.01% +510 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 5,744 shares; 2025Q1: 5,185 shares; 2025Q2: 5,227 shares; 2025Q3: 3,288 shares 3,288 $403K <0.01% -1,939 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 2,722 shares; 2025Q1: 2,146 shares; 2025Q2: 2,459 shares; 2025Q3: 2,651 shares 2,651 $403K <0.01% +192 Timeline FPXI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 11,525 shares; 2025Q1: 12,182 shares; 2025Q2: 6,600 shares; 2025Q3: 6,721 shares 6,721 $403K <0.01% +121 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 755 shares; 2025Q1: 746 shares; 2025Q2: 286 shares; 2025Q3: 561 shares 561 $403K <0.01% +275 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,872 shares; 2024Q4: 32,912 shares; 2025Q1: 26,850 shares; 2025Q2: 24,160 shares; 2025Q3: 24,636 shares 24,636 $401K <0.01% +476 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,795 shares; 2024Q4: 22,475 shares; 2025Q1: 57,203 shares; 2025Q2: 19,272 shares; 2025Q3: 16,924 shares 16,924 $400K <0.01% -2,348 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,117 shares; 2024Q4: 29,919 shares; 2025Q1: 30,972 shares; 2025Q2: 26,280 shares; 2025Q3: 26,283 shares 26,283 $398K <0.01% +3 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,622 shares; 2024Q4: 6,350 shares; 2025Q1: 6,978 shares; 2025Q2: 7,886 shares; 2025Q3: 7,471 shares 7,471 $394K <0.01% -415 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,858 shares; 2025Q1: 1,317 shares; 2025Q2: 1,384 shares; 2025Q3: 1,332 shares 1,332 $392K <0.01% -52 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 875 shares; 2025Q3: 3,907 shares 3,907 $392K <0.01% +3,032 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 2,493 shares; 2025Q1: 3,606 shares; 2025Q2: 3,885 shares; 2025Q3: 3,671 shares 3,671 $391K <0.01% -214 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,963 shares; 2024Q4: 26,123 shares; 2025Q1: 12,379 shares; 2025Q2: 15,559 shares; 2025Q3: 25,897 shares 25,897 $391K <0.01% +10,338 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 7,283 shares; 2025Q1: 6,978 shares; 2025Q2: 5,917 shares; 2025Q3: 5,153 shares 5,153 $390K <0.01% -764 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,634 shares; 2024Q4: 23,001 shares; 2025Q1: 18,005 shares; 2025Q2: 17,705 shares; 2025Q3: 16,652 shares 16,652 $389K <0.01% -1,053 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,877 shares; 2025Q1: 14,865 shares; 2025Q2: 14,785 shares; 2025Q3: 14,279 shares 14,279 $387K <0.01% -506 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,735 shares; 2025Q2: 13,735 shares; 2025Q3: 13,735 shares 13,735 $384K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,680 shares; 2025Q1: 5,565 shares; 2025Q2: 5,920 shares; 2025Q3: 8,287 shares 8,287 $383K <0.01% +2,367 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,394 shares; 2025Q1: 4,497 shares; 2025Q2: 4,736 shares; 2025Q3: 4,346 shares 4,346 $381K <0.01% -390 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,738 shares; 2024Q4: 13,748 shares; 2025Q1: 22,210 shares; 2025Q2: 21,287 shares; 2025Q3: 19,170 shares 19,170 $380K <0.01% -2,117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,553 shares; 2025Q1: 2,888 shares; 2025Q2: 4,451 shares; 2025Q3: 4,151 shares 4,151 $379K <0.01% -300 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,544 shares; 2024Q4: 6,601 shares; 2025Q1: 9,399 shares; 2025Q2: 10,595 shares; 2025Q3: 11,306 shares 11,306 $379K <0.01% +711 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 7,364 shares; 2025Q1: 7,274 shares; 2025Q2: 4,578 shares; 2025Q3: 2,225 shares 2,225 $379K <0.01% -2,353 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 6,474 shares; 2025Q1: 7,625 shares; 2025Q2: 9,928 shares; 2025Q3: 10,720 shares 10,720 $378K <0.01% +792 Timeline RFV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 2,774 shares; 2025Q3: 2,946 shares 2,946 $378K <0.01% +172 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,480 shares; 2025Q1: 1,880 shares; 2025Q2: 1,557 shares; 2025Q3: 1,695 shares 1,695 $378K <0.01% +138 Timeline JMOM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,135 shares; 2025Q1: 5,634 shares; 2025Q2: 6,042 shares; 2025Q3: 5,539 shares 5,539 $376K <0.01% -503 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 2,842 shares; 2025Q1: 4,231 shares; 2025Q2: 7,155 shares; 2025Q3: 10,903 shares 10,903 $376K <0.01% +3,748 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,526 shares; 2025Q1: 2,699 shares; 2025Q2: 2,470 shares; 2025Q3: 2,668 shares 2,668 $376K <0.01% +198 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 9,634 shares; 2025Q1: 9,580 shares; 2025Q2: 10,546 shares; 2025Q3: 11,789 shares 11,789 $375K <0.01% +1,243 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,913 shares; 2024Q4: 22,602 shares; 2025Q1: 23,790 shares; 2025Q2: 24,536 shares; 2025Q3: 22,991 shares 22,991 $375K <0.01% -1,545 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,721 shares; 2025Q1: 5,061 shares; 2025Q2: 9,967 shares; 2025Q3: 17,518 shares 17,518 $375K <0.01% +7,551 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 6,967 shares; 2025Q1: 7,093 shares; 2025Q2: 7,073 shares; 2025Q3: 8,031 shares 8,031 $374K <0.01% +958 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 2,826 shares; 2025Q1: 3,048 shares; 2025Q2: 2,044 shares; 2025Q3: 1,842 shares 1,842 $374K <0.01% -202 Timeline PDP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 2,898 shares; 2025Q1: 2,942 shares; 2025Q2: 3,017 shares; 2025Q3: 3,125 shares 3,125 $369K <0.01% +108 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 2,463 shares; 2025Q1: 4,138 shares; 2025Q2: 4,892 shares; 2025Q3: 5,000 shares 5,000 $367K <0.01% +108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 272 shares; 2025Q1: 181 shares; 2025Q2: 1,736 shares; 2025Q3: 1,794 shares 1,794 $367K <0.01% +58 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,349 shares; 2024Q4: 9,179 shares; 2025Q1: 9,198 shares; 2025Q2: 6,083 shares; 2025Q3: 5,931 shares 5,931 $364K <0.01% -152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 5,896 shares; 2025Q1: 8,535 shares; 2025Q2: 8,235 shares; 2025Q3: 8,235 shares 8,235 $363K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: 6,537 shares; 2025Q1: 5,832 shares; 2025Q2: 6,920 shares; 2025Q3: 6,801 shares 6,801 $363K <0.01% -119 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 1,039 shares; 2025Q1: 878 shares; 2025Q2: 789 shares; 2025Q3: 895 shares 895 $362K <0.01% +106 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,289 shares; 2025Q1: 1,302 shares; 2025Q2: 2,345 shares; 2025Q3: 2,528 shares 2,528 $361K <0.01% +183 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,876 shares; 2025Q1: 5,079 shares; 2025Q2: 4,902 shares; 2025Q3: 9,778 shares 9,778 $361K <0.01% +4,876 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares 2,626 $360K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 7,221 shares; 2025Q1: 8,918 shares; 2025Q2: 6,686 shares; 2025Q3: 7,284 shares 7,284 $357K <0.01% +598 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,046 shares; 2024Q4: 17,055 shares; 2025Q1: 17,478 shares; 2025Q2: 12,719 shares; 2025Q3: 8,531 shares 8,531 $356K <0.01% -4,188 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 17,671 shares; 2025Q1: 22,516 shares; 2025Q2: 22,374 shares; 2025Q3: 22,374 shares 22,374 $356K <0.01% 0 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 778 shares; 2025Q1: 988 shares; 2025Q2: 1,159 shares; 2025Q3: 4,144 shares 4,144 $350K <0.01% +2,985 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,149 shares; 2024Q4: 49,394 shares; 2025Q1: 49,526 shares; 2025Q2: 49,696 shares; 2025Q3: 50,590 shares 50,590 $350K <0.01% +894 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,847 shares; 2024Q4: 57,847 shares; 2025Q1: 57,847 shares; 2025Q2: 57,847 shares; 2025Q3: 57,847 shares 57,847 $347K <0.01% 0 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,033 shares; 2024Q4: 20,920 shares; 2025Q1: 20,863 shares; 2025Q2: 20,941 shares; 2025Q3: 21,004 shares 21,004 $347K <0.01% +63 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,576 shares; 2025Q1: 1,620 shares; 2025Q2: 1,987 shares; 2025Q3: 1,981 shares 1,981 $347K <0.01% -6 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 1,498 shares; 2025Q1: 2,339 shares; 2025Q2: 2,296 shares; 2025Q3: 1,872 shares 1,872 $345K <0.01% -424 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 228 shares; 2025Q1: 516 shares; 2025Q2: 1,275 shares; 2025Q3: 1,824 shares 1,824 $344K <0.01% +549 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 13,146 shares; 2025Q1: 13,931 shares; 2025Q2: 12,796 shares; 2025Q3: 13,490 shares 13,490 $344K <0.01% +694 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 4,943 shares; 2025Q1: 1,671 shares; 2025Q2: 1,568 shares; 2025Q3: 1,734 shares 1,734 $343K <0.01% +166 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,388 shares; 2024Q4: 51,928 shares; 2025Q1: 51,096 shares; 2025Q2: 49,682 shares; 2025Q3: 41,659 shares 41,659 $342K <0.01% -8,023 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,325 shares; 2025Q1: 1,273 shares; 2025Q2: 1,350 shares; 2025Q3: 1,746 shares 1,746 $341K <0.01% +396 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,625 shares; 2025Q1: 3,416 shares; 2025Q2: 4,143 shares; 2025Q3: 4,028 shares 4,028 $340K <0.01% -115 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 2,559 shares; 2025Q1: 2,185 shares; 2025Q2: 1,940 shares; 2025Q3: 539 shares 539 $340K <0.01% -1,401 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,262 shares; 2024Q4: 16,169 shares; 2025Q1: 15,192 shares; 2025Q2: 15,007 shares; 2025Q3: 15,093 shares 15,093 $339K <0.01% +86 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,932 shares; 2024Q4: 12,557 shares; 2025Q1: 12,695 shares; 2025Q2: 12,829 shares; 2025Q3: 12,952 shares 12,952 $339K <0.01% +123 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 5,708 shares; 2025Q1: 6,991 shares; 2025Q2: 5,203 shares; 2025Q3: 5,905 shares 5,905 $339K <0.01% +702 Timeline ACLC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,214 shares; 2025Q1: 868 shares; 2025Q2: 4,302 shares; 2025Q3: 4,374 shares 4,374 $338K <0.01% +72 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,385 shares; 2024Q4: 7,675 shares; 2025Q1: 6,449 shares; 2025Q2: 7,210 shares; 2025Q3: 8,125 shares 8,125 $336K <0.01% +915 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 8,413 shares; 2025Q1: 19,778 shares; 2025Q2: 19,798 shares; 2025Q3: 11,547 shares 11,547 $334K <0.01% -8,251 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 3,044 shares; 2025Q1: 5,444 shares; 2025Q2: 3,691 shares; 2025Q3: 3,620 shares 3,620 $334K <0.01% -71 Timeline PDN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 5,981 shares; 2025Q1: 7,585 shares; 2025Q2: 7,835 shares; 2025Q3: 8,110 shares 8,110 $333K <0.01% +275 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,558 shares; 2024Q4: 8,364 shares; 2025Q1: 8,350 shares; 2025Q2: 8,396 shares; 2025Q3: 8,366 shares 8,366 $330K <0.01% -30 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,207 shares; 2025Q1: 1,083 shares; 2025Q2: 1,230 shares; 2025Q3: 1,196 shares 1,196 $329K <0.01% -34 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 451 shares; 2025Q1: 340 shares; 2025Q2: 457 shares; 2025Q3: 506 shares 506 $329K <0.01% +49 Timeline CTA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,297 shares; 2025Q3: 11,730 shares 11,730 $328K <0.01% +8,433 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 13 shares; 2025Q1: 6 shares; 2025Q2: 1,312 shares; 2025Q3: 1,314 shares 1,314 $328K <0.01% +2 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 4,042 shares; 2025Q1: 4,476 shares; 2025Q2: 3,420 shares; 2025Q3: 3,871 shares 3,871 $327K <0.01% +451 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822,365 shares; 2024Q4: 772,955 shares; 2025Q1: 55,114 shares; 2025Q2: 16,669 shares; 2025Q3: 7,429 shares 7,429 $326K <0.01% -9,240 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,836 shares; 2025Q1: 2,844 shares; 2025Q2: 2,836 shares; 2025Q3: 2,867 shares 2,867 $325K <0.01% +31 Timeline CQQQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,717 shares; 2025Q1: 9,352 shares; 2025Q2: 4,273 shares; 2025Q3: 5,499 shares 5,499 $324K <0.01% +1,226 Timeline EWX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 5,556 shares; 2025Q1: 5,096 shares; 2025Q2: 5,272 shares; 2025Q3: 4,821 shares 4,821 $324K <0.01% -451 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 10,743 shares; 2025Q1: 8,351 shares; 2025Q2: 6,851 shares; 2025Q3: 5,659 shares 5,659 $324K <0.01% -1,192 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,315 shares; 2024Q4: 111,531 shares; 2025Q1: 92,187 shares; 2025Q2: 91,087 shares; 2025Q3: 59,787 shares 59,787 $322K <0.01% -31,300 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 11,998 shares; 2025Q1: 8,832 shares; 2025Q2: 8,832 shares; 2025Q3: 9,232 shares 9,232 $322K <0.01% +400 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 7,276 shares 7,276 $321K <0.01% +4,174 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,281 shares; 2025Q1: 2,334 shares; 2025Q2: 913 shares; 2025Q3: 1,147 shares 1,147 $321K <0.01% +234 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,918 shares; 2025Q1: 4,383 shares; 2025Q2: 4,723 shares; 2025Q3: 7,858 shares 7,858 $320K <0.01% +3,135 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,007 shares; 2024Q4: 47,730 shares; 2025Q1: 48,639 shares; 2025Q2: 46,173 shares; 2025Q3: 14,031 shares 14,031 $319K <0.01% -32,142 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 770 shares; 2025Q2: 763 shares; 2025Q3: 749 shares 749 $319K <0.01% -14 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,215 shares; 2024Q4: 45,856 shares; 2025Q1: 40,528 shares; 2025Q2: 19,926 shares; 2025Q3: 16,588 shares 16,588 $318K <0.01% -3,338 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,121 shares; 2024Q4: 20,656 shares; 2025Q1: 20,656 shares; 2025Q2: 14,356 shares; 2025Q3: 14,157 shares 14,157 $318K <0.01% -199 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,250 shares; 2025Q1: 2,194 shares; 2025Q2: 2,131 shares; 2025Q3: 2,239 shares 2,239 $318K <0.01% +108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 6,723 shares; 2025Q1: 3,124 shares; 2025Q2: 3,205 shares; 2025Q3: 2,535 shares 2,535 $318K <0.01% -670 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 7,299 shares; 2025Q1: 4,171 shares; 2025Q2: 8,960 shares; 2025Q3: 6,054 shares 6,054 $317K <0.01% -2,906 Timeline FMHI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 6,636 shares 6,636 $315K <0.01% +6,524 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,468 shares; 2025Q1: 1,959 shares; 2025Q2: 2,444 shares; 2025Q3: 2,430 shares 2,430 $315K <0.01% -14 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 6,551 shares; 2025Q1: 5,737 shares; 2025Q2: 4,864 shares; 2025Q3: 6,578 shares 6,578 $315K <0.01% +1,714 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 12,496 shares; 2025Q1: 12,902 shares; 2025Q2: 13,553 shares; 2025Q3: 13,455 shares 13,455 $314K <0.01% -98 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 131 shares; 2025Q1: 132 shares; 2025Q2: 150 shares; 2025Q3: 175 shares 175 $313K <0.01% +25 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,800 shares 2,800 $313K <0.01% +174 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 16,013 shares; 2025Q1: 19,013 shares; 2025Q2: 16,013 shares; 2025Q3: 17,103 shares 17,103 $312K <0.01% +1,090 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 10,139 shares; 2025Q1: 9,394 shares; 2025Q2: 8,716 shares; 2025Q3: 6,254 shares 6,254 $311K <0.01% -2,462 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,061 shares; 2025Q1: 2,192 shares; 2025Q2: 2,462 shares; 2025Q3: 3,468 shares 3,468 $310K <0.01% +1,006 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,700 shares; 2025Q1: 5,823 shares; 2025Q2: 5,673 shares; 2025Q3: 5,328 shares 5,328 $309K <0.01% -345 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 3,718 shares; 2025Q1: 5,757 shares; 2025Q2: 2,732 shares; 2025Q3: 3,090 shares 3,090 $309K <0.01% +358 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,996 shares; 2025Q1: 3,866 shares; 2025Q2: 4,773 shares; 2025Q3: 5,409 shares 5,409 $308K <0.01% +636 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,869 shares; 2024Q4: 23,869 shares; 2025Q1: 23,869 shares; 2025Q2: 24,226 shares; 2025Q3: 27,011 shares 27,011 $306K <0.01% +2,785 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,871 shares; 2025Q1: 1,458 shares; 2025Q2: 1,659 shares; 2025Q3: 2,386 shares 2,386 $306K <0.01% +727 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,607 shares; 2025Q1: 2,918 shares; 2025Q2: 2,942 shares; 2025Q3: 3,446 shares 3,446 $306K <0.01% +504 Timeline BBAX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,634 shares; 2024Q4: 6,423 shares; 2025Q1: 5,338 shares; 2025Q2: 5,735 shares; 2025Q3: 5,404 shares 5,404 $304K <0.01% -331 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 13,251 shares; 2025Q1: 8,664 shares; 2025Q2: 4,529 shares; 2025Q3: 4,566 shares 4,566 $303K <0.01% +37 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,716 shares; 2025Q1: 2,015 shares; 2025Q2: 2,512 shares; 2025Q3: 5,315 shares 5,315 $303K <0.01% +2,803 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,056 shares; 2024Q4: 37,144 shares; 2025Q1: 39,244 shares; 2025Q2: 32,316 shares; 2025Q3: 33,423 shares 33,423 $302K <0.01% +1,107 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,074 shares; 2024Q4: 5,236 shares; 2025Q1: 5,176 shares; 2025Q2: 6,667 shares; 2025Q3: 8,536 shares 8,536 $302K <0.01% +1,869 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 8,219 shares; 2025Q1: 8,219 shares; 2025Q2: 55,522 shares; 2025Q3: 8,112 shares 8,112 $302K <0.01% -47,410 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,896 shares; 2024Q4: 97,683 shares; 2025Q1: 88,890 shares; 2025Q2: 87,057 shares; 2025Q3: 60,290 shares 60,290 $301K <0.01% -26,767 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 10,504 shares; 2025Q1: 1,148 shares; 2025Q2: 1,033 shares; 2025Q3: 952 shares 952 $301K <0.01% -81 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 1,481 shares; 2025Q1: 2,799 shares; 2025Q2: 4,777 shares; 2025Q3: 4,563 shares 4,563 $300K <0.01% -214 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,227 shares; 2025Q1: 2,006 shares; 2025Q2: 2,058 shares; 2025Q3: 2,006 shares 2,006 $300K <0.01% -52 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,398 shares; 2024Q4: 21,768 shares; 2025Q1: 21,768 shares; 2025Q2: 21,768 shares; 2025Q3: 31,556 shares 31,556 $299K <0.01% +9,788 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,627 shares; 2025Q1: 1,781 shares; 2025Q2: 1,330 shares; 2025Q3: 1,448 shares 1,448 $297K <0.01% +118 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,002 shares; 2025Q1: 6,987 shares; 2025Q2: 5,811 shares; 2025Q3: 4,797 shares 4,797 $295K <0.01% -1,014 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,634 shares; 2025Q1: 1,634 shares; 2025Q2: 1,750 shares; 2025Q3: 2,034 shares 2,034 $294K <0.01% +284 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 5,980 shares; 2025Q1: 5,501 shares; 2025Q2: 5,213 shares; 2025Q3: 5,162 shares 5,162 $292K <0.01% -51 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,066 shares; 2024Q4: 8,208 shares; 2025Q1: 8,283 shares; 2025Q2: 10,838 shares; 2025Q3: 8,816 shares 8,816 $292K <0.01% -2,022 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,351 shares; 2024Q4: 7,444 shares; 2025Q1: 5,976 shares; 2025Q2: 5,858 shares; 2025Q3: 4,962 shares 4,962 $291K <0.01% -896 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,370 shares; 2024Q4: 41,462 shares; 2025Q1: 29,072 shares; 2025Q2: 23,624 shares; 2025Q3: 17,100 shares 17,100 $291K <0.01% -6,524 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,901 shares; 2025Q1: 2,006 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares 2,043 $290K <0.01% 0 Timeline CAAS CHINA AUTOMOTIVE SYS INC More: the full row for CHINA AUTOMOTIVE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,370 shares 61,370 $289K <0.01% new Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 134 shares; 2025Q1: 1,597 shares; 2025Q2: 1,704 shares; 2025Q3: 1,882 shares 1,882 $288K <0.01% +178 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,225 shares; 2024Q4: 13,449 shares; 2025Q1: 13,385 shares; 2025Q2: 13,731 shares; 2025Q3: 9,765 shares 9,765 $287K <0.01% -3,966 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 858 shares; 2025Q1: 2,145 shares; 2025Q2: 1,891 shares; 2025Q3: 1,999 shares 1,999 $287K <0.01% +108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,261 shares; 2025Q1: 1,282 shares; 2025Q2: 5,954 shares; 2025Q3: 5,954 shares 5,954 $287K <0.01% 0 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,954 shares; 2024Q4: 53,767 shares; 2025Q1: 62,125 shares; 2025Q2: 57,442 shares; 2025Q3: 56,394 shares 56,394 $286K <0.01% -1,048 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,513 shares; 2024Q4: 75,213 shares; 2025Q1: 72,313 shares; 2025Q2: 72,313 shares; 2025Q3: 47,500 shares 47,500 $286K <0.01% -24,813 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 3,799 shares 3,799 $286K <0.01% +2,861 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 5,791 shares 5,791 $286K <0.01% +3,667 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,634 shares; 2025Q1: 9,724 shares; 2025Q2: 8,110 shares; 2025Q3: 8,110 shares 8,110 $286K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 2,156 shares; 2025Q1: 1,156 shares; 2025Q2: 6,460 shares; 2025Q3: 14,735 shares 14,735 $286K <0.01% +8,275 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,321 shares; 2024Q4: 234,345 shares; 2025Q1: 9,507 shares; 2025Q2: 7,611 shares; 2025Q3: 9,039 shares 9,039 $285K <0.01% +1,428 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,330 shares; 2025Q1: 1,270 shares; 2025Q2: 1,304 shares; 2025Q3: 1,470 shares 1,470 $285K <0.01% +166 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,999 shares; 2024Q4: 10,370 shares; 2025Q1: 10,373 shares; 2025Q2: 11,558 shares; 2025Q3: 11,261 shares 11,261 $282K <0.01% -297 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490 shares; 2025Q1: 1,064 shares; 2025Q2: 749 shares; 2025Q3: 6,856 shares 6,856 $282K <0.01% +6,107 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,749 shares; 2024Q4: 20,870 shares; 2025Q1: 23,319 shares; 2025Q2: 12,006 shares; 2025Q3: 7,941 shares 7,941 $281K <0.01% -4,065 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,297 shares; 2024Q4: 50,086 shares; 2025Q1: 39,749 shares; 2025Q2: 22,261 shares; 2025Q3: 22,717 shares 22,717 $281K <0.01% +456 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 2,162 shares; 2025Q1: 504 shares; 2025Q2: 288 shares; 2025Q3: 5,457 shares 5,457 $281K <0.01% +5,169 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 922 shares; 2025Q1: 913 shares; 2025Q2: 1,111 shares; 2025Q3: 1,429 shares 1,429 $280K <0.01% +318 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 141 shares; 2025Q1: 48 shares; 2025Q2: 3,628 shares; 2025Q3: 3,669 shares 3,669 $276K <0.01% +41 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,178 shares; 2025Q1: 1,178 shares; 2025Q2: 1,167 shares; 2025Q3: 1,186 shares 1,186 $275K <0.01% +19 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 733 shares; 2025Q1: 710 shares; 2025Q2: 9,033 shares; 2025Q3: 5,057 shares 5,057 $275K <0.01% -3,976 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,965 shares; 2024Q4: 98,871 shares; 2025Q1: 109,828 shares; 2025Q2: 101,673 shares; 2025Q3: 25,452 shares 25,452 $275K <0.01% -76,221 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 522 shares; 2025Q1: 1,358 shares; 2025Q2: 2,203 shares; 2025Q3: 2,260 shares 2,260 $274K <0.01% +57 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,099 shares; 2025Q1: 1,889 shares; 2025Q2: 2,132 shares; 2025Q3: 6,048 shares 6,048 $274K <0.01% +3,916 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,162 shares; 2024Q4: 8,780 shares; 2025Q1: 12,334 shares; 2025Q2: 12,327 shares; 2025Q3: 13,400 shares 13,400 $273K <0.01% +1,073 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,652 shares; 2025Q1: 1,466 shares; 2025Q2: 975 shares; 2025Q3: 465 shares 465 $273K <0.01% -510 Timeline PCY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 7,541 shares; 2025Q1: 10,503 shares; 2025Q2: 10,116 shares; 2025Q3: 12,515 shares 12,515 $270K <0.01% +2,399 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,599 shares; 2025Q1: 2,281 shares; 2025Q2: 2,278 shares; 2025Q3: 2,357 shares 2,357 $267K <0.01% +79 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 6,408 shares; 2025Q1: 2,540 shares; 2025Q2: 2,291 shares; 2025Q3: 2,107 shares 2,107 $267K <0.01% -184 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,980 shares; 2024Q4: 15,445 shares; 2025Q1: 15,381 shares; 2025Q2: 15,377 shares; 2025Q3: 15,435 shares 15,435 $267K <0.01% +58 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 829 shares; 2025Q1: 914 shares; 2025Q2: 973 shares; 2025Q3: 1,329 shares 1,329 $267K <0.01% +356 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,835 shares; 2024Q4: 22,874 shares; 2025Q1: 5,299 shares; 2025Q2: 5,174 shares; 2025Q3: 7,748 shares 7,748 $266K <0.01% +2,574 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 883 shares; 2025Q1: 2,203 shares; 2025Q2: 2,887 shares; 2025Q3: 855 shares 855 $265K <0.01% -2,032 Timeline FTQI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,188 shares; 2024Q4: 14,841 shares; 2025Q1: 12,097 shares; 2025Q2: 15,836 shares; 2025Q3: 12,857 shares 12,857 $265K <0.01% -2,979 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 1,562 shares; 2025Q1: 2,478 shares; 2025Q2: 2,607 shares; 2025Q3: 15,632 shares 15,632 $265K <0.01% +13,025 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,519 shares; 2024Q4: 28,163 shares; 2025Q1: 4,420 shares; 2025Q2: 3,089 shares; 2025Q3: 3,112 shares 3,112 $264K <0.01% +23 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295,980 shares; 2024Q4: 11,122 shares; 2025Q1: 11,122 shares; 2025Q2: 16,774 shares; 2025Q3: 13,752 shares 13,752 $264K <0.01% -3,022 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 28,750 shares; 2025Q1: 28,292 shares; 2025Q2: 28,456 shares; 2025Q3: 28,425 shares 28,425 $263K <0.01% -31 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares 35,000 $260K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 2,886 shares; 2025Q1: 2,688 shares; 2025Q2: 3,594 shares; 2025Q3: 3,913 shares 3,913 $260K <0.01% +319 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,697 shares; 2025Q1: 6,975 shares; 2025Q2: 8,920 shares; 2025Q3: 6,834 shares 6,834 $259K <0.01% -2,086 Timeline BSMY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,574 shares; 2025Q2: 5,574 shares; 2025Q3: 10,654 shares 10,654 $259K <0.01% +5,080 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 476 shares; 2025Q1: 525 shares; 2025Q2: 496 shares; 2025Q3: 567 shares 567 $259K <0.01% +71 Timeline PBE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,860 shares; 2025Q1: 3,808 shares; 2025Q2: 3,729 shares; 2025Q3: 3,700 shares 3,700 $259K <0.01% -29 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 4,862 shares; 2025Q1: 4,842 shares; 2025Q2: 6,000 shares; 2025Q3: 6,001 shares 6,001 $258K <0.01% +1 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 6,342 shares; 2025Q1: 7,227 shares; 2025Q2: 6,732 shares; 2025Q3: 9,527 shares 9,527 $258K <0.01% +2,795 Timeline PJP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 3,594 shares; 2025Q1: 3,256 shares; 2025Q2: 2,641 shares; 2025Q3: 2,791 shares 2,791 $258K <0.01% +150 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 4,827 shares; 2025Q1: 10,441 shares; 2025Q2: 9,665 shares; 2025Q3: 7,671 shares 7,671 $258K <0.01% -1,994 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 3,070 shares; 2025Q1: 6,070 shares; 2025Q2: 7,070 shares; 2025Q3: 9,895 shares 9,895 $256K <0.01% +2,825 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 11,062 shares; 2025Q1: 10,574 shares; 2025Q2: 9,286 shares; 2025Q3: 11,076 shares 11,076 $256K <0.01% +1,790 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,260 shares; 2025Q1: 1,363 shares; 2025Q2: 1,635 shares; 2025Q3: 2,855 shares 2,855 $256K <0.01% +1,220 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 4,229 shares; 2025Q1: 3,849 shares; 2025Q2: 16,809 shares; 2025Q3: 18,080 shares 18,080 $256K <0.01% +1,271 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,722 shares; 2025Q1: 3,410 shares; 2025Q2: 3,428 shares; 2025Q3: 3,417 shares 3,417 $256K <0.01% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,465 shares 12,465 $255K <0.01% new Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,523 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,874 shares 2,874 $255K <0.01% +511 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 876 shares; 2025Q1: 807 shares; 2025Q2: 846 shares; 2025Q3: 883 shares 883 $254K <0.01% +37 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,058 shares; 2025Q1: 781 shares; 2025Q2: 796 shares; 2025Q3: 820 shares 820 $254K <0.01% +24 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,898 shares; 2024Q4: 10,328 shares; 2025Q1: 9,780 shares; 2025Q2: 8,829 shares; 2025Q3: 9,382 shares 9,382 $254K <0.01% +553 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 4,910 shares; 2025Q1: 4,635 shares; 2025Q2: 3,193 shares; 2025Q3: 3,012 shares 3,012 $254K <0.01% -181 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,570 shares; 2024Q4: 6,928 shares; 2025Q1: 8,678 shares; 2025Q2: 9,916 shares; 2025Q3: 10,228 shares 10,228 $254K <0.01% +312 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,283 shares; 2024Q4: 12,150 shares; 2025Q1: 7,162 shares; 2025Q2: 11,623 shares; 2025Q3: 10,742 shares 10,742 $251K <0.01% -881 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 1,286 shares; 2025Q1: 1,081 shares; 2025Q2: 1,191 shares; 2025Q3: 1,329 shares 1,329 $251K <0.01% +138 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 437 shares; 2025Q3: 3,293 shares 3,293 $251K <0.01% +2,856 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,315 shares; 2024Q4: 19,315 shares; 2025Q1: 19,315 shares; 2025Q2: 24,264 shares; 2025Q3: 24,722 shares 24,722 $250K <0.01% +458 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,855 shares; 2025Q1: 8,753 shares; 2025Q2: 5,913 shares; 2025Q3: 12,277 shares 12,277 $248K <0.01% +6,364 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,252 shares; 2025Q1: 1,142 shares; 2025Q2: 1,109 shares; 2025Q3: 942 shares 942 $248K <0.01% -167 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 9,407 shares; 2025Q1: 7,551 shares; 2025Q2: 7,221 shares; 2025Q3: 8,709 shares 8,709 $247K <0.01% +1,488 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,889 shares; 2025Q1: 1,476 shares; 2025Q2: 1,694 shares; 2025Q3: 1,764 shares 1,764 $246K <0.01% +70 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,025 shares; 2024Q4: 8,065 shares; 2025Q1: 8,025 shares; 2025Q2: 7,084 shares; 2025Q3: 6,799 shares 6,799 $246K <0.01% -285 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,133 shares 3,133 $246K <0.01% new Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,168 shares; 2024Q4: 11,203 shares; 2025Q1: 11,203 shares; 2025Q2: 14,183 shares; 2025Q3: 11,203 shares 11,203 $243K <0.01% -2,980 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 270 shares; 2025Q1: 532 shares; 2025Q2: 626 shares; 2025Q3: 950 shares 950 $241K <0.01% +324 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,449 shares; 2024Q4: 28,037 shares; 2025Q1: 23,449 shares; 2025Q2: 21,722 shares; 2025Q3: 22,927 shares 22,927 $240K <0.01% +1,205 IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,257 shares; 2024Q4: 9,374 shares; 2025Q1: 9,517 shares; 2025Q2: 9,489 shares; 2025Q3: 9,706 shares 9,706 $239K <0.01% +217 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,981 shares; 2024Q4: 2,990 shares; 2025Q1: 3,043 shares; 2025Q2: 2,955 shares; 2025Q3: 3,256 shares 3,256 $239K <0.01% +301 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 3,050 shares; 2025Q1: 3,048 shares; 2025Q2: 3,023 shares; 2025Q3: 2,997 shares 2,997 $239K <0.01% -26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,106 shares; 2024Q4: 12,414 shares; 2025Q1: 12,574 shares; 2025Q2: 12,834 shares; 2025Q3: 19,254 shares 19,254 $239K <0.01% +6,420 Timeline XBTAX BLACKROCK LNG-TRM MUNI ADV More: the full row for BLACKROCK LNG-TRM MUNI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,220 shares; 2024Q4: 24,222 shares; 2025Q1: 24,223 shares; 2025Q2: 24,125 shares; 2025Q3: 24,819 shares 24,819 $238K <0.01% +694 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 6,431 shares; 2025Q1: 6,403 shares; 2025Q2: 5,965 shares; 2025Q3: 5,287 shares 5,287 $237K <0.01% -678 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 1,727 shares; 2025Q3: 1,469 shares 1,469 $236K <0.01% -258 Timeline JPRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,250 shares; 2025Q1: 3,229 shares; 2025Q2: 3,489 shares; 2025Q3: 4,926 shares 4,926 $236K <0.01% +1,437 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 6,339 shares; 2025Q1: 6,853 shares; 2025Q2: 9,172 shares; 2025Q3: 9,172 shares 9,172 $236K <0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,048 shares; 2024Q4: 13,151 shares; 2025Q1: 16,939 shares; 2025Q2: 14,557 shares; 2025Q3: 14,712 shares 14,712 $236K <0.01% +155 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 11,422 shares; 2025Q1: 11,422 shares; 2025Q2: 11,422 shares; 2025Q3: 11,422 shares 11,422 $235K <0.01% 0 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,242 shares; 2024Q4: 6,242 shares; 2025Q1: 6,242 shares; 2025Q2: 6,242 shares; 2025Q3: 6,242 shares 6,242 $234K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,441 shares; 2025Q1: 2,370 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares 4,070 $234K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,088 shares; 2024Q4: 34,060 shares; 2025Q1: 20,929 shares; 2025Q2: 16,276 shares; 2025Q3: 8,411 shares 8,411 $234K <0.01% -7,865 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,545 shares; 2025Q1: 6,460 shares; 2025Q2: 6,776 shares; 2025Q3: 6,603 shares 6,603 $233K <0.01% -173 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 24,597 shares 24,597 $233K <0.01% +24,282 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,747 shares; 2024Q4: 16,155 shares; 2025Q1: 15,271 shares; 2025Q2: 15,234 shares; 2025Q3: 15,390 shares 15,390 $231K <0.01% +156 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 3,860 shares; 2025Q1: 3,753 shares; 2025Q2: 3,524 shares; 2025Q3: 3,902 shares 3,902 $231K <0.01% +378 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,788 shares; 2025Q3: 25,166 shares 25,166 $231K <0.01% +15,378 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,520 shares; 2025Q1: 1,357 shares; 2025Q2: 3,612 shares; 2025Q3: 3,564 shares 3,564 $231K <0.01% -48 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 2,771 shares; 2025Q1: 2,121 shares; 2025Q2: 2,922 shares; 2025Q3: 3,082 shares 3,082 $230K <0.01% +160 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,442 shares; 2024Q4: 14,353 shares; 2025Q1: 14,797 shares; 2025Q2: 13,649 shares; 2025Q3: 11,346 shares 11,346 $229K <0.01% -2,303 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 1,732 shares; 2025Q1: 1,669 shares; 2025Q2: 1,722 shares; 2025Q3: 1,724 shares 1,724 $229K <0.01% +2 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,563 shares; 2025Q1: 4,365 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares 4,498 $228K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 2,425 shares; 2025Q1: 2,412 shares; 2025Q2: 3,449 shares; 2025Q3: 3,924 shares 3,924 $228K <0.01% +475 Timeline GIGB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: 5,532 shares; 2025Q3: 4,877 shares 4,877 $228K <0.01% -655 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,092 shares; 2025Q1: 3,413 shares; 2025Q2: 3,450 shares; 2025Q3: 2,674 shares 2,674 $227K <0.01% -776 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,838 shares; 2025Q1: 5,871 shares; 2025Q2: 6,638 shares; 2025Q3: 10,065 shares 10,065 $223K <0.01% +3,427 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 111 shares; 2025Q1: 45 shares; 2025Q2: 4,162 shares; 2025Q3: 4,178 shares 4,178 $222K <0.01% +16 Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,812 shares; 2024Q4: 113,422 shares; 2025Q1: 97,188 shares; 2025Q2: 90,271 shares; 2025Q3: 75,661 shares 75,661 $222K <0.01% -14,610 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 5,908 shares; 2025Q1: 23,780 shares; 2025Q2: 24,747 shares; 2025Q3: 1,098 shares 1,098 $220K <0.01% -23,649 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 8,403 shares; 2025Q1: 7,303 shares; 2025Q2: 9,310 shares; 2025Q3: 7,870 shares 7,870 $220K <0.01% -1,440 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 3,714 shares; 2025Q1: 4,176 shares; 2025Q2: 3,438 shares; 2025Q3: 3,205 shares 3,205 $219K <0.01% -233 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,420 shares; 2024Q4: 15,420 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares 7,420 $219K <0.01% 0 Timeline NTGR NETGEAR INC More: the full row for NETGEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 5,260 shares; 2025Q3: 6,757 shares 6,757 $219K <0.01% +1,497 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,963 shares 1,963 $219K <0.01% +21 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,811 shares; 2024Q4: 13,690 shares; 2025Q1: 9,071 shares; 2025Q2: 7,140 shares; 2025Q3: 9,396 shares 9,396 $219K <0.01% +2,256 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 2,507 shares; 2025Q1: 2,879 shares; 2025Q2: 4,052 shares; 2025Q3: 3,976 shares 3,976 $218K <0.01% -76 Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $217K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,003 shares; 2025Q2: 4,139 shares; 2025Q3: 3,835 shares 3,835 $217K <0.01% -304 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,027 shares; 2024Q4: 13,027 shares; 2025Q1: 13,230 shares; 2025Q2: 13,297 shares; 2025Q3: 13,419 shares 13,419 $216K <0.01% +122 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,355 shares; 2025Q1: 1,352 shares; 2025Q2: 1,370 shares; 2025Q3: 1,243 shares 1,243 $216K <0.01% -127 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,633 shares; 2024Q4: 10,633 shares; 2025Q1: 11,171 shares; 2025Q2: 10,633 shares; 2025Q3: 10,633 shares 10,633 $216K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,506 shares; 2024Q4: 17,386 shares; 2025Q1: 25,513 shares; 2025Q2: 18,493 shares; 2025Q3: 20,560 shares 20,560 $215K <0.01% +2,067 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 427 shares; 2025Q1: 556 shares; 2025Q2: 561 shares; 2025Q3: 1,759 shares 1,759 $215K <0.01% +1,198 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,391 shares; 2025Q1: 1,298 shares; 2025Q2: 1,534 shares; 2025Q3: 1,522 shares 1,522 $215K <0.01% -12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,293 shares; 2025Q1: 1,879 shares; 2025Q2: 1,998 shares; 2025Q3: 3,577 shares 3,577 $214K <0.01% +1,579 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,790 shares; 2024Q4: 14,476 shares; 2025Q1: 12,759 shares; 2025Q2: 14,341 shares; 2025Q3: 14,305 shares 14,305 $213K <0.01% -36 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,468 shares; 2025Q1: 2,561 shares; 2025Q2: 4,442 shares; 2025Q3: 5,872 shares 5,872 $212K <0.01% +1,430 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 656 shares; 2025Q1: 276 shares; 2025Q2: 3,853 shares; 2025Q3: 4,145 shares 4,145 $212K <0.01% +292 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 4,755 shares; 2025Q1: 4,577 shares; 2025Q2: 11,868 shares; 2025Q3: 5,240 shares 5,240 $212K <0.01% -6,628 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,877 shares; 2024Q4: 48,380 shares; 2025Q1: 26,500 shares; 2025Q2: 20,623 shares; 2025Q3: 20,378 shares 20,378 $211K <0.01% -245 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 26,188 shares; 2025Q1: 14,126 shares; 2025Q2: 15,925 shares; 2025Q3: 14,030 shares 14,030 $209K <0.01% -1,895 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,885 shares; 2024Q4: 21,089 shares; 2025Q1: 20,786 shares; 2025Q2: 5,426 shares; 2025Q3: 4,048 shares 4,048 $209K <0.01% -1,378 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 7,510 shares; 2025Q1: 7,388 shares; 2025Q2: 4,062 shares; 2025Q3: 3,024 shares 3,024 $208K <0.01% -1,038 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 5,678 shares; 2025Q1: 5,303 shares; 2025Q2: 5,303 shares; 2025Q3: 5,303 shares 5,303 $208K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 382 shares; 2025Q1: 412 shares; 2025Q2: 349 shares; 2025Q3: 405 shares 405 $208K <0.01% +56 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,883 shares; 2024Q4: 26,649 shares; 2025Q1: 13,799 shares; 2025Q2: 13,363 shares; 2025Q3: 14,425 shares 14,425 $208K <0.01% +1,062 Timeline FTCB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,690 shares 9,690 $206K <0.01% new Timeline QVML 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,096 shares; 2025Q2: 4,256 shares; 2025Q3: 5,219 shares 5,219 $205K <0.01% +963 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,895 shares; 2024Q4: 7,172 shares; 2025Q1: 6,995 shares; 2025Q2: 7,242 shares; 2025Q3: 7,948 shares 7,948 $205K <0.01% +706 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,787 shares; 2024Q4: 16,788 shares; 2025Q1: 16,787 shares; 2025Q2: 18,233 shares; 2025Q3: 18,233 shares 18,233 $204K <0.01% 0 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,418 shares; 2024Q4: 10,035 shares; 2025Q1: 10,312 shares; 2025Q2: 10,364 shares; 2025Q3: 10,246 shares 10,246 $204K <0.01% -118 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 3,475 shares; 2025Q1: 2,308 shares; 2025Q2: 3,255 shares; 2025Q3: 3,221 shares 3,221 $203K <0.01% -34 Timeline TAN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,603 shares; 2024Q4: 5,185 shares; 2025Q1: 4,381 shares; 2025Q2: 4,341 shares; 2025Q3: 4,639 shares 4,639 $202K <0.01% +298 Timeline AVLC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,643 shares 2,643 $202K <0.01% new Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,800 shares; 2024Q4: 14,820 shares; 2025Q1: 13,970 shares; 2025Q2: 7,266 shares; 2025Q3: 7,268 shares 7,268 $202K <0.01% +2 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,590 shares; 2024Q4: 20,656 shares; 2025Q1: 22,361 shares; 2025Q2: 1,508 shares; 2025Q3: 1,218 shares 1,218 $202K <0.01% -290 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 1,960 shares; 2025Q1: 2,064 shares; 2025Q2: 2,557 shares; 2025Q3: 2,588 shares 2,588 $201K <0.01% +31 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 6,000 shares; 2025Q1: 6,778 shares; 2025Q2: 7,930 shares; 2025Q3: 8,051 shares 8,051 $201K <0.01% +121 Timeline XENE XENON PHARMACEUTICALS INC More: the full row for XENON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,019 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $201K <0.01% 0 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,306 shares; 2025Q1: 4,476 shares; 2025Q2: 4,457 shares; 2025Q3: 4,457 shares 4,457 $200K <0.01% 0 Timeline NXTG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,099 shares; 2025Q1: 1,968 shares; 2025Q2: 1,970 shares; 2025Q3: 1,931 shares 1,931 $200K <0.01% -39 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,103 shares; 2024Q4: 6,744 shares; 2025Q1: 5,076 shares; 2025Q2: 5,323 shares; 2025Q3: 4,809 shares 4,809 $200K <0.01% -514 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 620 shares; 2025Q1: 4,549 shares; 2025Q2: 5,002 shares; 2025Q3: 4,145 shares 4,145 $200K <0.01% -857 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 517 shares; 2025Q1: 1,766 shares; 2025Q2: 1,484 shares; 2025Q3: 3,295 shares 3,295 $199K <0.01% +1,811 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,571 shares; 2025Q3: 5,877 shares 5,877 $199K <0.01% +306 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 3,016 shares; 2025Q1: 2,039 shares; 2025Q2: 2,296 shares; 2025Q3: 3,153 shares 3,153 $199K <0.01% +857 Timeline BSJT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 7,470 shares; 2025Q1: 9,052 shares; 2025Q2: 9,052 shares; 2025Q3: 9,162 shares 9,162 $198K <0.01% +110 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,183 shares; 2025Q1: 1,181 shares; 2025Q2: 1,319 shares; 2025Q3: 5,303 shares 5,303 $198K <0.01% +3,984 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,739 shares; 2025Q1: 2,344 shares; 2025Q2: 5,449 shares; 2025Q3: 5,004 shares 5,004 $197K <0.01% -445 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 10,793 shares; 2025Q1: 17,671 shares; 2025Q2: 14,117 shares; 2025Q3: 8,519 shares 8,519 $197K <0.01% -5,598 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 6,818 shares; 2025Q3: 6,970 shares 6,970 $197K <0.01% +152 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 1,113 shares; 2025Q1: 867 shares; 2025Q2: 886 shares; 2025Q3: 956 shares 956 $196K <0.01% +70 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares 650 $196K <0.01% new Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 3,835 shares; 2025Q1: 4,188 shares; 2025Q2: 3,881 shares; 2025Q3: 3,841 shares 3,841 $196K <0.01% -40 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,635 shares; 2025Q2: 9,114 shares; 2025Q3: 10,094 shares 10,094 $195K <0.01% +980 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,017 shares; 2025Q1: 4,100 shares; 2025Q2: 4,559 shares; 2025Q3: 4,514 shares 4,514 $195K <0.01% -45 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,440 shares; 2024Q4: 164,273 shares; 2025Q1: 87,965 shares; 2025Q2: 88,758 shares; 2025Q3: 86,994 shares 86,994 $194K <0.01% -1,764 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 117 shares; 2025Q1: 109 shares; 2025Q2: 88 shares; 2025Q3: 157 shares 157 $193K <0.01% +69 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,696 shares; 2025Q1: 3,313 shares; 2025Q2: 3,113 shares; 2025Q3: 3,285 shares 3,285 $193K <0.01% +172 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 2,744 shares; 2025Q1: 2,348 shares; 2025Q2: 2,390 shares; 2025Q3: 2,344 shares 2,344 $192K <0.01% -46 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $192K <0.01% 0 Timeline PGF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 13,886 shares; 2025Q1: 17,903 shares; 2025Q2: 15,366 shares; 2025Q3: 13,145 shares 13,145 $192K <0.01% -2,221 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,536 shares; 2025Q1: 1,206 shares; 2025Q2: 1,038 shares; 2025Q3: 1,532 shares 1,532 $192K <0.01% +494 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 2,573 shares; 2025Q1: 3,387 shares; 2025Q2: 3,350 shares; 2025Q3: 2,954 shares 2,954 $191K <0.01% -396 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 7,864 shares; 2025Q1: 7,442 shares; 2025Q2: 6,135 shares; 2025Q3: 5,746 shares 5,746 $191K <0.01% -389 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 600 shares; 2025Q1: 3,148 shares; 2025Q2: 4,985 shares; 2025Q3: 5,186 shares 5,186 $191K <0.01% +201 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,358 shares; 2025Q3: 2,105 shares 2,105 $191K <0.01% -253 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,511 shares; 2025Q1: 3,175 shares; 2025Q2: 3,048 shares; 2025Q3: 3,195 shares 3,195 $190K <0.01% +147 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 8,340 shares; 2025Q1: 8,846 shares; 2025Q2: 6,610 shares; 2025Q3: 6,618 shares 6,618 $189K <0.01% +8 Timeline FRAF FRANKLIN FINL SVCS CORP More: the full row for FRANKLIN FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,063 shares; 2025Q1: 9,105 shares; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares 4,115 $189K <0.01% 0 Timeline RSPG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 2,189 shares; 2025Q1: 1,646 shares; 2025Q2: 3,300 shares; 2025Q3: 2,377 shares 2,377 $189K <0.01% -923 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 977 shares; 2025Q1: 1,318 shares; 2025Q2: 2,156 shares; 2025Q3: 2,104 shares 2,104 $189K <0.01% -52 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 609 shares 609 $189K <0.01% +98 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 11,500 shares; 2025Q1: 11,506 shares; 2025Q2: 11,512 shares; 2025Q3: 11,519 shares 11,519 $189K <0.01% +7 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918,713 shares; 2024Q4: 872,269 shares; 2025Q1: 9,122 shares; 2025Q2: 8,675 shares; 2025Q3: 6,948 shares 6,948 $188K <0.01% -1,727 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 790 shares; 2025Q1: 800 shares; 2025Q2: 797 shares; 2025Q3: 796 shares 796 $188K <0.01% -1 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,900 shares; 2025Q1: 3,087 shares; 2025Q2: 2,744 shares; 2025Q3: 3,151 shares 3,151 $187K <0.01% +407 Timeline HYLS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,714 shares; 2024Q4: 10,670 shares; 2025Q1: 4,434 shares; 2025Q2: 4,374 shares; 2025Q3: 4,440 shares 4,440 $187K <0.01% +66 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 5,469 shares; 2025Q1: 5,132 shares; 2025Q2: 4,191 shares; 2025Q3: 3,469 shares 3,469 $187K <0.01% -722 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,583 shares; 2025Q1: 2,586 shares; 2025Q2: 3,117 shares; 2025Q3: 3,011 shares 3,011 $186K <0.01% -106 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,475 shares; 2024Q4: 21,560 shares; 2025Q1: 25,025 shares; 2025Q2: 35,792 shares; 2025Q3: 30,790 shares 30,790 $185K <0.01% -5,002 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 2,990 shares; 2025Q1: 2,909 shares; 2025Q2: 2,797 shares; 2025Q3: 2,786 shares 2,786 $185K <0.01% -11 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 7,211 shares; 2025Q1: 1,000 shares; 2025Q2: 11,328 shares; 2025Q3: 12,284 shares 12,284 $185K <0.01% +956 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,983 shares 3,983 $184K <0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,931 shares; 2024Q4: 9,612 shares; 2025Q1: 10,599 shares; 2025Q2: 4,409 shares; 2025Q3: 4,381 shares 4,381 $184K <0.01% -28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 343 shares; 2025Q1: 373 shares; 2025Q2: 443 shares; 2025Q3: 438 shares 438 $184K <0.01% -5 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 554 shares; 2025Q1: 154 shares; 2025Q2: 156 shares; 2025Q3: 2,871 shares 2,871 $183K <0.01% +2,715 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 3,189 shares; 2025Q2: not reported; 2025Q3: 2,891 shares 2,891 $182K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,586 shares; 2025Q1: 4,301 shares; 2025Q2: 5,542 shares; 2025Q3: 4,545 shares 4,545 $182K <0.01% -997 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,098 shares; 2025Q1: 2,128 shares; 2025Q2: 2,096 shares; 2025Q3: 2,105 shares 2,105 $182K <0.01% +9 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,333 shares; 2025Q1: 1,294 shares; 2025Q2: 276 shares; 2025Q3: 2,544 shares 2,544 $182K <0.01% +2,268 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 388 shares; 2025Q1: 358 shares; 2025Q2: 380 shares; 2025Q3: 465 shares 465 $181K <0.01% +85 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,154 shares; 2024Q4: 42,603 shares; 2025Q1: 52,581 shares; 2025Q2: 10,689 shares; 2025Q3: 11,245 shares 11,245 $181K <0.01% +556 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 20,261 shares 20,261 $180K <0.01% +19,311 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 2,580 shares; 2025Q1: 3,134 shares; 2025Q2: 2,202 shares; 2025Q3: 1,925 shares 1,925 $180K <0.01% -277 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 1,537 shares; 2025Q2: 1,527 shares; 2025Q3: 1,536 shares 1,536 $179K <0.01% +9 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 879 shares; 2025Q1: 1,011 shares; 2025Q2: 1,000 shares; 2025Q3: 2,859 shares 2,859 $179K <0.01% +1,859 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,782 shares; 2024Q4: 90,963 shares; 2025Q1: 4,369 shares; 2025Q2: 5,260 shares; 2025Q3: 5,021 shares 5,021 $177K <0.01% -239 Timeline GSST 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: not reported; 2025Q3: 3,469 shares 3,469 $176K <0.01% new Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,429 shares; 2025Q1: 2,419 shares; 2025Q2: 2,061 shares; 2025Q3: 2,034 shares 2,034 $175K <0.01% -27 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 7,864 shares; 2025Q1: 7,864 shares; 2025Q2: 9,639 shares; 2025Q3: 9,639 shares 9,639 $175K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 14,575 shares; 2025Q1: 14,876 shares; 2025Q2: 17,444 shares; 2025Q3: 17,290 shares 17,290 $173K <0.01% -154 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,634 shares; 2025Q1: 1,544 shares; 2025Q2: 1,571 shares; 2025Q3: 1,596 shares 1,596 $173K <0.01% +25 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 667 shares; 2025Q1: 668 shares; 2025Q2: 821 shares; 2025Q3: 3,080 shares 3,080 $172K <0.01% +2,259 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 894 shares; 2025Q2: 3,364 shares; 2025Q3: 4,940 shares 4,940 $172K <0.01% +1,576 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,694 shares; 2025Q1: 24,846 shares; 2025Q2: 1,130 shares; 2025Q3: 1,096 shares 1,096 $172K <0.01% -34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,442 shares; 2024Q4: 6,092 shares; 2025Q1: 5,860 shares; 2025Q2: 10,077 shares; 2025Q3: 7,804 shares 7,804 $171K <0.01% -2,273 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 608 shares; 2025Q3: 653 shares 653 $170K <0.01% +45 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 1,964 shares; 2025Q1: 1,969 shares; 2025Q2: 2,094 shares; 2025Q3: 2,115 shares 2,115 $170K <0.01% +21 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,575 shares; 2025Q2: 6,575 shares; 2025Q3: 6,575 shares 6,575 $170K <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 428 shares; 2025Q1: 420 shares; 2025Q2: 590 shares; 2025Q3: 3,450 shares 3,450 $169K <0.01% +2,860 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,982 shares; 2024Q4: 45,012 shares; 2025Q1: 48,211 shares; 2025Q2: 55,643 shares; 2025Q3: 34,964 shares 34,964 $169K <0.01% -20,679 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,296 shares; 2025Q1: 1,603 shares; 2025Q2: 1,420 shares; 2025Q3: 1,305 shares 1,305 $169K <0.01% -115 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,213 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares 3,117 $168K <0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,646 shares; 2024Q4: 100,336 shares; 2025Q1: 9,791 shares; 2025Q2: 2,560 shares; 2025Q3: 3,770 shares 3,770 $168K <0.01% +1,210 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,386 shares; 2024Q4: 18,816 shares; 2025Q1: 207,843 shares; 2025Q2: 20,678 shares; 2025Q3: 18,482 shares 18,482 $166K <0.01% -2,196 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,607 shares; 2024Q4: 12,363 shares; 2025Q1: 18,441 shares; 2025Q2: 20,144 shares; 2025Q3: 21,718 shares 21,718 $165K <0.01% +1,574 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 12,228 shares; 2025Q1: 12,369 shares; 2025Q2: 8,265 shares; 2025Q3: 11,512 shares 11,512 $164K <0.01% +3,247 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,728 shares; 2025Q2: 2,272 shares; 2025Q3: 2,150 shares 2,150 $164K <0.01% -122 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,445 shares; 2025Q2: 54,020 shares; 2025Q3: 48,671 shares 48,671 $163K <0.01% -5,349 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,736 shares; 2024Q4: 527,598 shares; 2025Q1: 560,280 shares; 2025Q2: 13,566 shares; 2025Q3: 12,149 shares 12,149 $163K <0.01% -1,417 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 341 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 627 shares 627 $162K <0.01% +320 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,400 shares; 2025Q3: 40,362 shares 40,362 $162K <0.01% -20,038 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 659 shares; 2025Q1: 737 shares; 2025Q2: 674 shares; 2025Q3: 677 shares 677 $161K <0.01% +3 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares 5,300 $161K <0.01% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 863 shares; 2025Q1: 877 shares; 2025Q2: 835 shares; 2025Q3: 631 shares 631 $161K <0.01% -204 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,729 shares; 2024Q4: 8,292 shares; 2025Q1: 8,816 shares; 2025Q2: 9,036 shares; 2025Q3: 10,871 shares 10,871 $160K <0.01% +1,835 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,388 shares; 2024Q4: 18,930 shares; 2025Q1: 18,538 shares; 2025Q2: 18,855 shares; 2025Q3: 19,146 shares 19,146 $159K <0.01% +291 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 1,417 shares; 2025Q1: 1,444 shares; 2025Q2: 2,428 shares; 2025Q3: 8,038 shares 8,038 $157K <0.01% +5,610 Timeline FAD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,372 shares; 2025Q3: 972 shares 972 $156K <0.01% -400 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,992 shares 5,992 $156K <0.01% new Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,626 shares; 2025Q3: 13,646 shares 13,646 $156K <0.01% -2,980 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,978 shares; 2025Q1: 5,172 shares; 2025Q2: 3,050 shares; 2025Q3: 4,506 shares 4,506 $155K <0.01% +1,456 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 8,002 shares; 2025Q1: 5,970 shares; 2025Q2: 5,381 shares; 2025Q3: 5,473 shares 5,473 $155K <0.01% +92 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 800 shares; 2025Q1: 686 shares; 2025Q2: 611 shares; 2025Q3: 501 shares 501 $155K <0.01% -110 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 419 shares; 2025Q1: 344 shares; 2025Q2: 335 shares; 2025Q3: 714 shares 714 $155K <0.01% +379 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 4,746 shares; 2025Q1: 4,735 shares; 2025Q2: 2,793 shares; 2025Q3: 2,821 shares 2,821 $154K <0.01% +28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,191 shares; 2025Q1: 5,911 shares; 2025Q2: 6,315 shares; 2025Q3: 6,405 shares 6,405 $153K <0.01% +90 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 398 shares; 2025Q1: 350 shares; 2025Q2: 348 shares; 2025Q3: 552 shares 552 $153K <0.01% +204 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 281 shares; 2025Q1: 173 shares; 2025Q2: 355 shares; 2025Q3: 718 shares 718 $153K <0.01% +363 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,137 shares; 2024Q4: 66,950 shares; 2025Q1: 58,613 shares; 2025Q2: 73,084 shares; 2025Q3: 65,414 shares 65,414 $152K <0.01% -7,670 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 90 shares; 2025Q1: 72 shares; 2025Q2: 692 shares; 2025Q3: 1,475 shares 1,475 $152K <0.01% +783 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 3,428 shares; 2025Q1: 2,846 shares; 2025Q2: 2,734 shares; 2025Q3: 2,257 shares 2,257 $152K <0.01% -477 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 5,277 shares; 2025Q1: 5,277 shares; 2025Q2: 5,277 shares; 2025Q3: 5,304 shares 5,304 $151K <0.01% +27 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,981 shares; 2025Q1: 2,918 shares; 2025Q2: 3,486 shares; 2025Q3: 3,598 shares 3,598 $151K <0.01% +112 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,662 shares; 2025Q1: 1,649 shares; 2025Q2: 4,672 shares; 2025Q3: 1,590 shares 1,590 $151K <0.01% -3,082 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 1,030 shares; 2025Q1: 1,018 shares; 2025Q2: 904 shares; 2025Q3: 853 shares 853 $151K <0.01% -51 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,503 shares; 2025Q1: 3,015 shares; 2025Q2: 4,766 shares; 2025Q3: 5,479 shares 5,479 $150K <0.01% +713 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,744 shares; 2025Q1: 269 shares; 2025Q2: 4,457 shares; 2025Q3: 4,252 shares 4,252 $150K <0.01% -205 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 3,539 shares; 2025Q1: 5,016 shares; 2025Q2: 3,982 shares; 2025Q3: 4,469 shares 4,469 $150K <0.01% +487 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 26,365 shares; 2025Q1: 26,365 shares; 2025Q2: 24,942 shares; 2025Q3: 13,899 shares 13,899 $150K <0.01% -11,043 Timeline GXC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: not reported; 2025Q3: 1,422 shares 1,422 $149K <0.01% new Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 1,000 shares; 2025Q1: 2,557 shares; 2025Q2: 2,181 shares; 2025Q3: 2,233 shares 2,233 $148K <0.01% +52 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,153 shares; 2024Q4: 13,379 shares; 2025Q1: 6,143 shares; 2025Q2: 6,143 shares; 2025Q3: 5,869 shares 5,869 $147K <0.01% -274 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 1,682 shares; 2025Q1: 1,649 shares; 2025Q2: 2,344 shares; 2025Q3: 2,390 shares 2,390 $147K <0.01% +46 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,835 shares; 2025Q1: 2,370 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares 2,347 $147K <0.01% 0 Timeline RSPH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,641 shares; 2024Q4: 7,753 shares; 2025Q1: 5,267 shares; 2025Q2: 5,032 shares; 2025Q3: 4,980 shares 4,980 $146K <0.01% -52 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,895 shares; 2025Q1: 2,727 shares; 2025Q2: 2,727 shares; 2025Q3: 2,727 shares 2,727 $146K <0.01% 0 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,943 shares 34,943 $145K <0.01% new Timeline FRST PRIMIS FINANCIAL CORP More: the full row for PRIMIS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,780 shares; 2024Q4: 13,780 shares; 2025Q1: 13,780 shares; 2025Q2: 13,780 shares; 2025Q3: 13,780 shares 13,780 $145K <0.01% 0 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 3,048 shares; 2025Q3: 3,675 shares 3,675 $145K <0.01% +627 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 930 shares; 2025Q2: 877 shares; 2025Q3: 853 shares 853 $144K <0.01% -24 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,650 shares 5,650 $144K <0.01% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,241 shares; 2025Q1: 2,242 shares; 2025Q2: 1,899 shares; 2025Q3: 1,986 shares 1,986 $144K <0.01% +87 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,761 shares; 2024Q4: 12,069 shares; 2025Q1: 12,265 shares; 2025Q2: 11,998 shares; 2025Q3: 11,039 shares 11,039 $144K <0.01% -959 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 96 shares; 2025Q1: 400 shares; 2025Q2: 1,581 shares; 2025Q3: 1,558 shares 1,558 $144K <0.01% -23 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 111 shares; 2025Q3: 7,662 shares 7,662 $143K <0.01% +7,551 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,667 shares; 2025Q2: 4,696 shares; 2025Q3: 4,696 shares 4,696 $143K <0.01% 0 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,883 shares; 2025Q1: 4,102 shares; 2025Q2: 2,453 shares; 2025Q3: 2,459 shares 2,459 $143K <0.01% +6 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,642 shares; 2025Q1: 8,510 shares; 2025Q2: 5,036 shares; 2025Q3: 5,026 shares 5,026 $142K <0.01% -10 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,846 shares; 2024Q4: 6,258 shares; 2025Q1: 5,723 shares; 2025Q2: 2,905 shares; 2025Q3: 2,357 shares 2,357 $142K <0.01% -548 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 2,228 shares; 2025Q1: 2,153 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares 2,126 $142K <0.01% 0 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,094 shares; 2025Q1: 1,075 shares; 2025Q2: 5,127 shares; 2025Q3: 8,686 shares 8,686 $141K <0.01% +3,559 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 534 shares; 2025Q1: 529 shares; 2025Q2: 547 shares; 2025Q3: 527 shares 527 $141K <0.01% -20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 10,049 shares; 2025Q1: 11,912 shares; 2025Q2: 15,142 shares; 2025Q3: 16,552 shares 16,552 $141K <0.01% +1,410 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,064 shares; 2024Q4: 17,064 shares; 2025Q1: 17,064 shares; 2025Q2: 17,624 shares; 2025Q3: 17,643 shares 17,643 $141K <0.01% +19 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 450 shares; 2025Q1: 476 shares; 2025Q2: 467 shares; 2025Q3: 467 shares 467 $140K <0.01% 0 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,961 shares; 2025Q2: 2,127 shares; 2025Q3: 2,846 shares 2,846 $140K <0.01% +719 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,706 shares; 2025Q1: 76,706 shares; 2025Q2: 76,713 shares; 2025Q3: 76,706 shares 76,706 $140K <0.01% -7 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,758 shares; 2025Q1: 1,529 shares; 2025Q2: 2,056 shares; 2025Q3: 1,898 shares 1,898 $139K <0.01% -158 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,254 shares; 2025Q1: 1,165 shares; 2025Q2: 1,183 shares; 2025Q3: 1,225 shares 1,225 $138K <0.01% +42 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,609 shares; 2025Q1: 2,317 shares; 2025Q2: 2,422 shares; 2025Q3: 2,442 shares 2,442 $138K <0.01% +20 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 5,569 shares; 2025Q1: 5,558 shares; 2025Q2: 5,710 shares; 2025Q3: 5,535 shares 5,535 $137K <0.01% -175 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares 10,600 $137K <0.01% 0 Timeline ZVIA ZEVIA PBC More: the full row for ZEVIA PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,346 shares; 2024Q4: 50,346 shares; 2025Q1: 50,346 shares; 2025Q2: 50,346 shares; 2025Q3: 50,346 shares 50,346 $137K <0.01% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 12,200 shares 12,200 $137K <0.01% +11,000 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 2,088 shares; 2025Q1: 1,877 shares; 2025Q2: 1,893 shares; 2025Q3: 1,500 shares 1,500 $137K <0.01% -393 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 13,497 shares; 2025Q1: 15,604 shares; 2025Q2: 10,053 shares; 2025Q3: 3,378 shares 3,378 $136K <0.01% -6,675 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,071 shares; 2024Q4: 2,394 shares; 2025Q1: 2,334 shares; 2025Q2: 2,155 shares; 2025Q3: 1,797 shares 1,797 $136K <0.01% -358 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 2,270 shares; 2025Q3: 2,360 shares 2,360 $136K <0.01% +90 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 172 shares; 2025Q1: 261 shares; 2025Q2: 1,218 shares; 2025Q3: 2,097 shares 2,097 $136K <0.01% +879 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 753 shares; 2025Q1: 452 shares; 2025Q2: 506 shares; 2025Q3: 536 shares 536 $135K <0.01% +30 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 760 shares; 2025Q1: 913 shares; 2025Q2: 1,056 shares; 2025Q3: 698 shares 698 $135K <0.01% -358 Timeline IMFL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,868 shares; 2025Q3: 4,868 shares 4,868 $135K <0.01% 0 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,995 shares; 2025Q3: 4,348 shares 4,348 $134K <0.01% -4,647 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 9,680 shares; 2025Q1: 9,980 shares; 2025Q2: 9,980 shares; 2025Q3: 9,980 shares 9,980 $134K <0.01% 0 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,220 shares; 2025Q1: 1,626 shares; 2025Q2: 1,288 shares; 2025Q3: 2,718 shares 2,718 $133K <0.01% +1,430 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 1,414 shares; 2025Q1: 1,799 shares; 2025Q2: 1,037 shares; 2025Q3: 802 shares 802 $133K <0.01% -235 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,618 shares; 2025Q1: 1,416 shares; 2025Q2: 1,289 shares; 2025Q3: 1,043 shares 1,043 $133K <0.01% -246 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,250 shares; 2025Q3: 1,350 shares 1,350 $132K <0.01% +100 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 5,473 shares; 2025Q1: 3,722 shares; 2025Q2: 2,013 shares; 2025Q3: 42,213 shares 42,213 $132K <0.01% +40,200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 6,750 shares; 2025Q1: 5,562 shares; 2025Q2: 3,198 shares; 2025Q3: 2,710 shares 2,710 $132K <0.01% -488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 187 shares; 2025Q1: 139 shares; 2025Q2: 149 shares; 2025Q3: 139 shares 139 $130K <0.01% -10 Timeline ACTU ACTUATE THERAPEUTICS INC More: the full row for ACTUATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,125 shares; 2025Q2: 18,518 shares; 2025Q3: 19,301 shares 19,301 $129K <0.01% +783 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,442 shares; 2024Q4: 21,178 shares; 2025Q1: 51,125 shares; 2025Q2: 24,263 shares; 2025Q3: 21,024 shares 21,024 $129K <0.01% -3,239 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 403 shares; 2025Q1: 446 shares; 2025Q2: 241 shares; 2025Q3: 6,343 shares 6,343 $128K <0.01% +6,102 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,927 shares; 2024Q4: 9,249 shares; 2025Q1: 12,205 shares; 2025Q2: 15,060 shares; 2025Q3: 17,050 shares 17,050 $128K <0.01% +1,990 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 7,087 shares; 2025Q1: 1,976 shares; 2025Q2: 1,658 shares; 2025Q3: 1,517 shares 1,517 $127K <0.01% -141 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 1,073 shares; 2025Q1: 892 shares; 2025Q2: 900 shares; 2025Q3: 1,852 shares 1,852 $127K <0.01% +952 Timeline OPTU OPTIMUM COMMUNICATIONS INC More: the full row for OPTIMUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,810 shares; 2024Q4: 52,410 shares; 2025Q1: 56,440 shares; 2025Q2: 55,015 shares; 2025Q3: 52,567 shares 52,567 $127K <0.01% -2,448 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 3,963 shares; 2025Q3: 3,963 shares 3,963 $125K <0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 399 shares; 2025Q1: 372 shares; 2025Q2: 441 shares; 2025Q3: 493 shares 493 $125K <0.01% +52 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 1,844 shares; 2025Q1: 3,562 shares; 2025Q2: 2,289 shares; 2025Q3: 2,905 shares 2,905 $125K <0.01% +616 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 199 shares; 2025Q1: 90 shares; 2025Q2: 73 shares; 2025Q3: 417 shares 417 $125K <0.01% +344 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,085 shares; 2024Q4: 8,085 shares; 2025Q1: 8,134 shares; 2025Q2: 7,520 shares; 2025Q3: 7,175 shares 7,175 $124K <0.01% -345 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,202 shares; 2025Q1: 4,407 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares 4,195 $124K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 514 shares; 2025Q1: 899 shares; 2025Q2: 831 shares; 2025Q3: 2,044 shares 2,044 $124K <0.01% +1,213 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 9,683 shares; 2025Q1: 9,561 shares; 2025Q2: 9,561 shares; 2025Q3: 10,993 shares 10,993 $124K <0.01% +1,432 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 177 shares; 2025Q2: 199 shares; 2025Q3: 211 shares 211 $123K <0.01% +12 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 1,710 shares; 2025Q1: 1,814 shares; 2025Q2: 1,988 shares; 2025Q3: 3,295 shares 3,295 $122K <0.01% +1,307 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,935 shares; 2025Q1: 4,590 shares; 2025Q2: 5,110 shares; 2025Q3: 7,080 shares 7,080 $122K <0.01% +1,970 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 3,595 shares; 2025Q1: 3,140 shares; 2025Q2: 6,324 shares; 2025Q3: 6,335 shares 6,335 $122K <0.01% +11 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: not reported; 2025Q1: 204 shares; 2025Q2: 66 shares; 2025Q3: 2,660 shares 2,660 $121K <0.01% +2,594 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 1,243 shares; 2025Q1: 1,109 shares; 2025Q2: 1,703 shares; 2025Q3: 3,102 shares 3,102 $120K <0.01% +1,399 Timeline FXG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,811 shares; 2025Q1: 1,753 shares; 2025Q2: 1,844 shares; 2025Q3: 1,917 shares 1,917 $120K <0.01% +73 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,162 shares 4,162 $119K <0.01% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 554 shares; 2025Q1: 618 shares; 2025Q2: 653 shares; 2025Q3: 667 shares 667 $119K <0.01% +14 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,545 shares; 2024Q4: 12,644 shares; 2025Q1: 12,741 shares; 2025Q2: 12,845 shares; 2025Q3: 13,650 shares 13,650 $119K <0.01% +805 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 7,573 shares; 2025Q3: 2,474 shares 2,474 $119K <0.01% -5,099 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 137 shares; 2025Q1: 690 shares; 2025Q2: 93 shares; 2025Q3: 2,881 shares 2,881 $118K <0.01% +2,788 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,273 shares; 2025Q1: 2,268 shares; 2025Q2: 1,905 shares; 2025Q3: 3,289 shares 3,289 $118K <0.01% +1,384 Timeline COYA COYA THERAPEUTICS INC More: the full row for COYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,626 shares; 2025Q3: 20,626 shares 20,626 $118K <0.01% 0 Timeline JPUS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 496 shares; 2025Q1: 446 shares; 2025Q2: 948 shares; 2025Q3: 948 shares 948 $117K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 1,497 shares; 2025Q1: 2,947 shares; 2025Q2: 1,720 shares; 2025Q3: 499 shares 499 $116K <0.01% -1,221 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,181 shares; 2025Q1: 4,518 shares; 2025Q2: 1,347 shares; 2025Q3: 1,375 shares 1,375 $116K <0.01% +28 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,309 shares; 2024Q4: 1,845 shares; 2025Q1: 951 shares; 2025Q2: 865 shares; 2025Q3: 862 shares 862 $116K <0.01% -3 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,472 shares; 2025Q2: 4,056 shares; 2025Q3: 4,724 shares 4,724 $115K <0.01% +668 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,048 shares; 2024Q4: 13,242 shares; 2025Q1: 12,812 shares; 2025Q2: 13,208 shares; 2025Q3: 6,552 shares 6,552 $115K <0.01% -6,656 Timeline GOVI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,393 shares; 2025Q2: 2,757 shares; 2025Q3: 4,129 shares 4,129 $115K <0.01% +1,372 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 382 shares; 2025Q1: 224 shares; 2025Q2: 580 shares; 2025Q3: 1,604 shares 1,604 $114K <0.01% +1,024 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,361 shares; 2025Q1: 299 shares; 2025Q2: 284 shares; 2025Q3: 1,389 shares 1,389 $114K <0.01% +1,105 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,201 shares; 2025Q3: 1,209 shares 1,209 $113K <0.01% +8 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 3,265 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 1,699 shares 1,699 $113K <0.01% -1,311 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $113K <0.01% new Timeline SPFI SOUTH PLAINS FINANCIAL INC More: the full row for SOUTH PLAINS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,935 shares; 2025Q3: 2,930 shares 2,930 $113K <0.01% -5 Timeline