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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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13F filer, CIK 1141802, MILWAUKEE, WI

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported $150,015,055,898 across 3,789 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 48.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001141802-25-000013

Period
2025-09-30
Reported value
$150B
Holdings
3,789
Top 10 weight
48.08%
New
460
Sold out
324

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IQLTadded+19,184,191$848M
IVVadded+939,429$629M
BNDadded+4,214,874$313M
VEAadded+3,076,786$184M
IJHadded+2,757,510$180M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHFreduced-46,198,602-$1.08B
VOreduced-706,533-$208M
COWZreduced-2,548,398-$146M
APPreduced-127,370-$91.5M
NVDAreduced-351,199-$65.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001141802-25-000013, largest first. % of portfolio is the value over $150,015,055,898, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVGSNAVIGATOR HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 71 shares; 2025Q3: 2,055 shares 2,055$31.8K<0.01%+1,984Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 16 shares; 2025Q2: 270 shares; 2025Q3: 272 shares 272$31.8K<0.01%+2Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 348 shares 348$31.7K<0.01%-18Timeline
BWBBRIDGEWATER BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,800 shares 1,800$31.7K<0.01%+300Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 337 shares; 2025Q3: 321 shares 321$31.7K<0.01%-16Timeline
SNDKSANDISK CORPQuarterly 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: 373 shares; 2025Q2: 47 shares; 2025Q3: 282 shares 282$31.6K<0.01%+235Timeline
FYLDCAMBRIA ETF TRQuarterly 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: 1,008 shares 1,008$31.4K<0.01%newTimeline
BFHBREAD FINANCIAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 493 shares; 2025Q1: 250 shares; 2025Q2: 233 shares; 2025Q3: 562 shares 562$31.3K<0.01%+329Timeline
RRCRANGE RES CORPQuarterly 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: 3,647 shares; 2025Q2: 8,955 shares; 2025Q3: 831 shares 831$31.3K<0.01%-8,124Timeline
IDRVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,072 shares; 2024Q4: 30,881 shares; 2025Q1: 1,779 shares; 2025Q2: 810 shares; 2025Q3: 849 shares 849$31.1K<0.01%+39Timeline
NUKZEXCHANGE TRADED CONCEPTS TRUQuarterly 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: 475 shares 475$30.9K<0.01%newTimeline
CRVLCORVEL CORPQuarterly 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: 399 shares 399$30.9K<0.01%newTimeline
FNKFIRST TR EXCHANGE-TRADED ALPQuarterly 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: 559 shares 559$30.9K<0.01%newTimeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,727 shares; 2025Q1: 173 shares; 2025Q2: 837 shares; 2025Q3: 873 shares 873$30.9K<0.01%+36Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 221 shares; 2025Q2: 8 shares; 2025Q3: 587 shares 587$30.8K<0.01%+579Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares 1,356$30.8K<0.01%0Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 222 shares; 2025Q1: 162 shares; 2025Q2: 215 shares; 2025Q3: 214 shares 214$30.7K<0.01%-1Timeline
SPXTPROSHARES TRQuarterly 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: 301 shares 301$30.3K<0.01%newTimeline
KEPKOREA ELEC PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,170 shares; 2025Q1: 5,743 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares 2,323$30.3K<0.01%0Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 389 shares; 2025Q1: 778 shares; 2025Q2: 181 shares; 2025Q3: 464 shares 464$30.3K<0.01%+283Timeline
HAWXISHARES TRQuarterly 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: 1,024 shares; 2025Q3: 800 shares 800$30.3K<0.01%-224Timeline
EXPEDIA GROUP INCEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 26,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 30,000 shares 30,000$30.2K<0.01%+1,000
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,717 shares; 2025Q3: 532 shares 532$30.2K<0.01%-1,185Timeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares 611$30.1K<0.01%0Timeline
EJULINNOVATOR ETFS TRUSTQuarterly 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: 1,034 shares; 2025Q3: 1,034 shares 1,034$29.9K<0.01%0Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 99 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 399 shares 399$29.9K<0.01%+357Timeline
CIONCION INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,133 shares; 2025Q1: 3,133 shares; 2025Q2: 3,133 shares; 2025Q3: 3,133 shares 3,133$29.7K<0.01%0Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 136 shares; 2025Q1: 129 shares; 2025Q2: 122 shares; 2025Q3: 968 shares 968$29.6K<0.01%+846Timeline
MXFMEXICO FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500$29.6K<0.01%0Timeline
TTEQT ROWE PRICE EXCHANGE-TRADEDQuarterly 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: 915 shares; 2025Q3: 915 shares 915$29.5K<0.01%0Timeline
INFLLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 322 shares; 2025Q1: 70 shares; 2025Q2: 61 shares; 2025Q3: 661 shares 661$29.5K<0.01%+600Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 877 shares; 2025Q1: 932 shares; 2025Q2: 1,035 shares; 2025Q3: 960 shares 960$29.5K<0.01%-75Timeline
DEIDOUGLAS EMMETT INCQuarterly 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: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares 1,890$29.4K<0.01%0Timeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 1,205 shares; 2025Q1: 1,130 shares; 2025Q2: 1,100 shares; 2025Q3: 479 shares 479$29.4K<0.01%-621Timeline
AGOASSURED GUARANTY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 252 shares; 2025Q2: 316 shares; 2025Q3: 345 shares 345$29.2K<0.01%+29Timeline
DFPFLAHERTY & CRUMRINE DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: 6,669 shares; 2025Q1: 5,766 shares; 2025Q2: 1,266 shares; 2025Q3: 1,349 shares 1,349$29.2K<0.01%+83Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 278 shares; 2025Q1: 252 shares; 2025Q2: 298 shares; 2025Q3: 399 shares 399$29.2K<0.01%+101Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,253 shares; 2025Q1: 993 shares; 2025Q2: 625 shares; 2025Q3: 207 shares 207$29.1K<0.01%-418Timeline
FFLCFIDELITY COVINGTON TRUSTQuarterly 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: 555 shares 555$28.9K<0.01%newTimeline
PSEPINNOVATOR ETFS TRUSTQuarterly 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: 670 shares 670$28.8K<0.01%newTimeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 197 shares; 2025Q1: 106 shares; 2025Q2: 251 shares; 2025Q3: 300 shares 300$28.7K<0.01%+49Timeline
POCTINNOVATOR ETFS TRUSTQuarterly 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: 666 shares 666$28.7K<0.01%newTimeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 289 shares; 2025Q3: 306 shares 306$28.7K<0.01%+17Timeline
PSCEINVESCO EXCH TRADED FD TR IIQuarterly 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: 625 shares; 2025Q2: 654 shares; 2025Q3: 672 shares 672$28.6K<0.01%+18Timeline
RMAXRE/MAX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000$28.3K<0.01%0Timeline
HYIWESTERN ASSET HIGH YIELD OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,244 shares; 2025Q1: 2,295 shares; 2025Q2: 2,349 shares; 2025Q3: 2,403 shares 2,403$28.1K<0.01%+54Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 772 shares; 2025Q1: 27,272 shares; 2025Q2: 1,227 shares; 2025Q3: 911 shares 911$28.1K<0.01%-316Timeline
RMBIRICHMOND MUT BANCORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 2,213 shares; 2025Q3: 1,963 shares 1,963$27.9K<0.01%-250Timeline
XAWPXABRDN GLOBAL PREMIER PROPERTQuarterly 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: 7,000 shares; 2025Q3: 7,000 shares 7,000$27.8K<0.01%0Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3,021 shares; 2025Q2: 618 shares; 2025Q3: 276 shares 276$27.7K<0.01%-342Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 82 shares; 2025Q2: 410 shares; 2025Q3: 479 shares 479$27.7K<0.01%+69Timeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,912 shares; 2024Q4: 93,568 shares; 2025Q1: 7,816 shares; 2025Q2: 1,038 shares; 2025Q3: 2,395 shares 2,395$27.7K<0.01%+1,357Timeline
SBSCOMPANHIA DE SANEAMENTO BASIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 822 shares; 2025Q1: 715 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares 1,101$27.4K<0.01%0Timeline
OBTORANGE CNTY BANCORP INCQuarterly 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: 1,086 shares; 2025Q3: 1,086 shares 1,086$27.4K<0.01%0Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 4,145 shares; 2025Q1: 7,257 shares; 2025Q2: 2,065 shares; 2025Q3: 2,790 shares 2,790$27.3K<0.01%+725Timeline
XPOFXPONENTIAL FITNESS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500$27.3K<0.01%0Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 362 shares; 2025Q1: 514 shares; 2025Q2: 119 shares; 2025Q3: 366 shares 366$27K<0.01%+247Timeline
XRTSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 630 shares; 2025Q1: 748 shares; 2025Q2: 645 shares; 2025Q3: 313 shares 313$27K<0.01%-332Timeline
BSBKBOGOTA FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares 2,965$27K<0.01%0Timeline
FHBFIRST HAWAIIAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 641 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 1,086 shares 1,086$27K<0.01%+1,050Timeline
RDNRADIAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 410 shares; 2025Q1: 356 shares; 2025Q2: 266 shares; 2025Q3: 742 shares 742$26.9K<0.01%+476Timeline
NTSIWISDOMTREE TRQuarterly 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: 628 shares 628$26.8K<0.01%newTimeline
HAEHAEMONETICS CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 520 shares; 2025Q2: 523 shares; 2025Q3: 548 shares 548$26.7K<0.01%+25Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 287 shares; 2025Q1: 4,182 shares; 2025Q2: 885 shares; 2025Q3: 400 shares 400$26.5K<0.01%-485Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 215 shares; 2025Q1: 200 shares; 2025Q2: 317 shares; 2025Q3: 200 shares 200$26.5K<0.01%-117Timeline
WLYWILEY JOHN & SONS INCQuarterly 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: 654 shares; 2025Q2: 654 shares; 2025Q3: 654 shares 654$26.5K<0.01%0Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 410 shares; 2025Q1: 1,040 shares; 2025Q2: 237 shares; 2025Q3: 969 shares 969$26.4K<0.01%+732Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,276 shares; 2025Q1: 2,822 shares; 2025Q2: 2,918 shares; 2025Q3: 3,013 shares 3,013$26.4K<0.01%+95Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 157 shares; 2025Q1: 203 shares; 2025Q2: 155 shares; 2025Q3: 159 shares 159$26.4K<0.01%+4Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 104 shares; 2025Q1: 170 shares; 2025Q2: 248 shares; 2025Q3: 147 shares 147$26.1K<0.01%-101Timeline
SPBOSPDR SERIES TRUSTQuarterly 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: 375 shares; 2025Q2: 483 shares; 2025Q3: 881 shares 881$26.1K<0.01%+398Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 459 shares; 2025Q1: 409 shares; 2025Q2: 558 shares; 2025Q3: 432 shares 432$26K<0.01%-126Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly 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: 274 shares; 2025Q3: 274 shares 274$26K<0.01%0Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 1,382 shares; 2025Q2: 959 shares; 2025Q3: 2,824 shares 2,824$25.7K<0.01%+1,865Timeline
XWIAXWESTERN ASSET INFLT LNK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,949 shares; 2025Q1: 2,949 shares; 2025Q2: 2,949 shares; 2025Q3: 3,051 shares 3,051$25.7K<0.01%+102Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 960 shares; 2025Q3: 2,325 shares 2,325$25.7K<0.01%+1,365Timeline
CQPCHENIERE ENERGY PARTNERS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 476 shares; 2025Q3: 476 shares 476$25.6K<0.01%0Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 354 shares; 2025Q1: 294 shares; 2025Q2: 402 shares; 2025Q3: 766 shares 766$25.6K<0.01%+364Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 127 shares; 2025Q1: 233 shares; 2025Q2: 158 shares; 2025Q3: 159 shares 159$25.6K<0.01%+1Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 32 shares; 2025Q1: 1,482 shares; 2025Q2: 356 shares; 2025Q3: 346 shares 346$25.5K<0.01%-10Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 250 shares; 2025Q1: 421 shares; 2025Q2: 650 shares; 2025Q3: 635 shares 635$25.5K<0.01%-15Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 217 shares; 2025Q1: 277 shares; 2025Q2: 209 shares; 2025Q3: 197 shares 197$25.4K<0.01%-12Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,424 shares; 2025Q1: 25 shares; 2025Q2: 138 shares; 2025Q3: 152 shares 152$25.4K<0.01%+14Timeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 750 shares; 2025Q1: 803 shares; 2025Q2: 784 shares; 2025Q3: 954 shares 954$25.3K<0.01%+170Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares 271$25K<0.01%0Timeline
OCFCOCEANFIRST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,313 shares; 2025Q1: 1,327 shares; 2025Q2: 1,342 shares; 2025Q3: 1,425 shares 1,425$25K<0.01%+83Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 539 shares; 2025Q2: 591 shares; 2025Q3: 591 shares 591$25K<0.01%0Timeline
TLKTELEKOMUNIKASI INDQuarterly 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: 1,317 shares; 2025Q3: 1,317 shares 1,317$24.8K<0.01%0Timeline
GENIGENIUS SPORTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 2,189 shares; 2025Q3: 2,000 shares 2,000$24.8K<0.01%-189Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,465 shares; 2025Q1: 585 shares; 2025Q2: 957 shares; 2025Q3: 1,029 shares 1,029$24.6K<0.01%+72Timeline
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,825 shares; 2024Q4: 8,594 shares; 2025Q1: 20,299 shares; 2025Q2: 20,049 shares; 2025Q3: 2,248 shares 2,248$24.6K<0.01%-17,801
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 574 shares; 2025Q1: 572 shares; 2025Q2: 651 shares; 2025Q3: 688 shares 688$24.6K<0.01%+37Timeline
CUKCARNIVAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 624 shares; 2025Q1: 386 shares; 2025Q2: 1,115 shares; 2025Q3: 925 shares 925$24.5K<0.01%-190Timeline
TNGYTORTOISE CAPITAL SERIES TRUSQuarterly 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: 2,682 shares; 2025Q3: 2,682 shares 2,682$24.3K<0.01%0Timeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 3,656 shares; 2025Q1: 4,418 shares; 2025Q2: 3,609 shares; 2025Q3: 5,077 shares 5,077$24.3K<0.01%+1,468Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 216 shares; 2025Q1: 219 shares; 2025Q2: 209 shares; 2025Q3: 246 shares 246$24.3K<0.01%+37Timeline
UHALU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425$24.3K<0.01%0Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 184 shares; 2025Q3: 216 shares 216$24.2K<0.01%+32Timeline
ISRAVANECK ETF TRUSTQuarterly 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: 200 shares; 2025Q3: 444 shares 444$24.2K<0.01%+244Timeline
XBFZXBLACKROCK CA MUNI INC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares 2,206$24.2K<0.01%0Timeline
VGVENTURE GLOBAL INCQuarterly 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: 1,694 shares; 2025Q3: 1,700 shares 1,700$24.1K<0.01%+6Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 114 shares; 2025Q1: 18 shares; 2025Q2: 61 shares; 2025Q3: 62 shares 62$24.1K<0.01%+1Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 272 shares; 2025Q1: 181 shares; 2025Q2: 107 shares; 2025Q3: 187 shares 187$24K<0.01%+80Timeline
LLYVKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 458 shares; 2025Q2: 152 shares; 2025Q3: 247 shares 247$24K<0.01%+95Timeline
DUSADAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$23.9K<0.01%0Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 303 shares; 2025Q1: 305 shares; 2025Q2: 440 shares; 2025Q3: 442 shares 442$23.9K<0.01%+2Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 294 shares; 2025Q3: 707 shares 707$23.8K<0.01%+413Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 589 shares; 2025Q1: 688 shares; 2025Q2: 899 shares; 2025Q3: 360 shares 360$23.8K<0.01%-539Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 2,889 shares; 2025Q1: 2,674 shares; 2025Q2: 2,529 shares; 2025Q3: 2,223 shares 2,223$23.7K<0.01%-306Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 1,768 shares; 2025Q1: 400 shares; 2025Q2: 492 shares; 2025Q3: 899 shares 899$23.7K<0.01%+407Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly 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: 312 shares 312$23.6K<0.01%newTimeline
HIHILLENBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 306 shares; 2025Q1: 806 shares; 2025Q2: 811 shares; 2025Q3: 874 shares 874$23.6K<0.01%+63Timeline
CGTXCOGNITION THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,867 shares; 2025Q1: 6,567 shares; 2025Q2: 16,767 shares; 2025Q3: 17,467 shares 17,467$23.6K<0.01%+700Timeline
IPORENAISSANCE CAP GREENWICH FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares 475$23.5K<0.01%newTimeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 213 shares; 2025Q1: 3,729 shares; 2025Q2: 7,450 shares; 2025Q3: 1,213 shares 1,213$23.5K<0.01%-6,237Timeline
CENXCENTURY ALUM COQuarterly 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: 800 shares 800$23.5K<0.01%newTimeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 824 shares 824$23.4K<0.01%+117Timeline
RDNTRADNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 7 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 307 shares 307$23.4K<0.01%+7Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 183 shares; 2025Q1: 259 shares; 2025Q2: 501 shares; 2025Q3: 558 shares 558$23.4K<0.01%+57Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 312 shares; 2025Q1: 358 shares; 2025Q2: 342 shares; 2025Q3: 461 shares 461$23.3K<0.01%+119Timeline
AXIAYAXIA ENERGIA SAQuarterly 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: 2,332 shares; 2025Q3: 2,332 shares 2,332$23.1K<0.01%0Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,133 shares; 2024Q4: 17,151 shares; 2025Q1: 3,953 shares; 2025Q2: 2,385 shares; 2025Q3: 2,894 shares 2,894$23.1K<0.01%+509Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 498 shares; 2025Q1: 348 shares; 2025Q2: 388 shares; 2025Q3: 567 shares 567$23.1K<0.01%+179Timeline
THQABRDN HEALTHCARE OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 1,865 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares 1,333$23K<0.01%0Timeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,616 shares; 2025Q1: 1,625 shares; 2025Q2: 1,803 shares; 2025Q3: 1,813 shares 1,813$23K<0.01%+10Timeline
FINXGLOBAL X FDSQuarterly 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: 764 shares; 2025Q2: not reported; 2025Q3: 680 shares 680$22.8K<0.01%newTimeline
QCRHQCR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300$22.7K<0.01%0Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 425 shares; 2025Q1: 1,454 shares; 2025Q2: 430 shares; 2025Q3: 309 shares 309$22.7K<0.01%-121Timeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 153 shares 153$22.6K<0.01%+1Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,594 shares; 2025Q1: 1,815 shares; 2025Q2: 1,626 shares; 2025Q3: 1,642 shares 1,642$22.5K<0.01%+16Timeline
PTLNORTHERN LTS FD TR IVQuarterly 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: 90 shares 90$22.4K<0.01%newTimeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 4,513 shares; 2025Q1: 510 shares; 2025Q2: 160 shares; 2025Q3: 461 shares 461$22.3K<0.01%+301Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 828 shares; 2025Q1: 482 shares; 2025Q2: 567 shares; 2025Q3: 527 shares 527$22.3K<0.01%-40Timeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 316 shares; 2025Q1: 301 shares; 2025Q2: 418 shares; 2025Q3: 299 shares 299$22.2K<0.01%-119Timeline
MSDMORGAN STANLEY EMKT DBT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000$22.1K<0.01%0Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 798 shares 798$22.1K<0.01%-2,174Timeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,446 shares; 2025Q1: 2,526 shares; 2025Q2: 2,606 shares; 2025Q3: 2,917 shares 2,917$22K<0.01%+311Timeline
CXWCORECIVIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 384 shares; 2025Q3: 1,075 shares 1,075$21.9K<0.01%+691Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 871 shares; 2025Q3: 587 shares 587$21.9K<0.01%-284Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 328 shares; 2025Q3: 378 shares 378$21.8K<0.01%+50Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 482 shares; 2025Q1: 437 shares; 2025Q2: 685 shares; 2025Q3: 509 shares 509$21.6K<0.01%-176Timeline
SILJAMPLIFY ETF TRQuarterly 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: 3,921 shares; 2025Q3: 934 shares 934$21.6K<0.01%-2,987Timeline
FDVFEDERATED HERMES ETF TRUSTQuarterly 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: 793 shares; 2025Q2: not reported; 2025Q3: 749 shares 749$21.4K<0.01%newTimeline
CHCOCITY HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 201 shares; 2025Q3: 173 shares 173$21.4K<0.01%-28Timeline
BDCBELDEN INCQuarterly 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: 98 shares; 2025Q2: 167 shares; 2025Q3: 177 shares 177$21.3K<0.01%+10Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 269 shares; 2025Q1: 293 shares; 2025Q2: 176 shares; 2025Q3: 123 shares 123$21.2K<0.01%-53Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 137 shares; 2025Q1: 45 shares; 2025Q2: 79 shares; 2025Q3: 175 shares 175$21.2K<0.01%+96Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,240 shares; 2025Q1: 439 shares; 2025Q2: 110 shares; 2025Q3: 136 shares 136$21.1K<0.01%+26Timeline
BOKFBOK FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,858 shares; 2025Q1: 2,207 shares; 2025Q2: 189 shares; 2025Q3: 189 shares 189$21.1K<0.01%0Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 380 shares; 2025Q1: 501 shares; 2025Q2: 415 shares; 2025Q3: 396 shares 396$21K<0.01%-19Timeline
IBRXIMMUNITYBIO INCQuarterly 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: 8,505 shares 8,505$20.9K<0.01%newTimeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly 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 shares; 2025Q3: 482 shares 482$20.9K<0.01%+479Timeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 1,290 shares; 2025Q1: 538 shares; 2025Q2: 778 shares; 2025Q3: 744 shares 744$20.9K<0.01%-34Timeline
APOLLO GLOBAL MGMT INCAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 297 shares 297$20.9K<0.01%+23
KBHKB HOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 3,898 shares; 2025Q1: 2,846 shares; 2025Q2: 1,759 shares; 2025Q3: 328 shares 328$20.8K<0.01%-1,431Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,204 shares 1,204$20.8K<0.01%+10Timeline
TOPTISHARES TRQuarterly 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: 681 shares 681$20.7K<0.01%newTimeline
VENTAS RLTY LTD PARTNERSHIPVENTAS RLTY LTD PARTNERSHIPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 16,000 shares 16,000$20.7K<0.01%+2,000
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 32 shares; 2025Q1: 21 shares; 2025Q2: 37 shares; 2025Q3: 89 shares 89$20.6K<0.01%+52Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 65 shares; 2025Q2: 224 shares; 2025Q3: 372 shares 372$20.4K<0.01%+148Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 600 shares 600$20.4K<0.01%-5Timeline
BOHBANK OF HI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 4,880 shares; 2025Q2: 5,401 shares; 2025Q3: 311 shares 311$20.4K<0.01%-5,090Timeline
CSIQCANADIAN SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,912 shares; 2024Q4: 19,657 shares; 2025Q1: 21,874 shares; 2025Q2: 1,771 shares; 2025Q3: 1,560 shares 1,560$20.3K<0.01%-211Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 600 shares; 2025Q1: 593 shares; 2025Q2: 3,100 shares; 2025Q3: 1,030 shares 1,030$20.3K<0.01%-2,070Timeline
KRPKIMBELL RTY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500$20.2K<0.01%0Timeline
EVSMMORGAN STANLEY ETF TRUSTQuarterly 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: 400 shares 400$20.2K<0.01%newTimeline
RCSPIMCO STRATEGIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares 2,657$20.2K<0.01%0Timeline
OGCPEMPIRE ST RLTY OP L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 2,685 shares; 2025Q3: 2,685 shares 2,685$20.2K<0.01%0Timeline
CFFIC & F FINL CORPQuarterly 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: 300 shares 300$20.2K<0.01%newTimeline
CHPTCHARGEPOINT HOLDINGS INCQuarterly 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: 1,843 shares 1,843$20.1K<0.01%newTimeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 869 shares; 2025Q1: 883 shares; 2025Q2: 890 shares; 2025Q3: 901 shares 901$20.1K<0.01%+11Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly 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: 775 shares 775$20K<0.01%newTimeline
BANFBANCFIRST CORPQuarterly 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 shares; 2025Q3: 158 shares 158$20K<0.01%+142Timeline
FROFRONTLINE PLCQuarterly 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: 876 shares 876$20K<0.01%newTimeline
FLG-PUFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$19.9K<0.01%0Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 51 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864 shares 864$19.9K<0.01%newTimeline
MANMANPOWERGROUP INC WISQuarterly 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: 523 shares; 2025Q2: 703 shares; 2025Q3: 523 shares 523$19.8K<0.01%-180Timeline
HNIHNI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 423 shares; 2025Q3: 423 shares 423$19.8K<0.01%0Timeline
EMNTPIMCO ETF TRQuarterly 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: 200 shares 200$19.8K<0.01%newTimeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 237 shares; 2025Q1: 655 shares; 2025Q2: 710 shares; 2025Q3: 208 shares 208$19.7K<0.01%-502Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly 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: 503 shares; 2025Q2: not reported; 2025Q3: 720 shares 720$19.7K<0.01%newTimeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 139 shares; 2025Q1: 524 shares; 2025Q2: 187 shares; 2025Q3: 269 shares 269$19.6K<0.01%+82Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,741 shares; 2025Q1: 2,806 shares; 2025Q2: 1,753 shares; 2025Q3: 1,050 shares 1,050$19.6K<0.01%-703Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 152 shares; 2025Q1: 115 shares; 2025Q2: 230 shares; 2025Q3: 538 shares 538$19.4K<0.01%+308Timeline
DUKE ENERGY CORP NEWDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 18,000 shares 18,000$19.3K<0.01%+2,000
CIGCIA ENERGETICA DE MINAS GERAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 7,844 shares; 2025Q1: 7,844 shares; 2025Q2: 9,132 shares; 2025Q3: 9,132 shares 9,132$19.3K<0.01%0Timeline
MVISMICROVISION INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,546 shares; 2024Q4: 15,577 shares; 2025Q1: 19,562 shares; 2025Q2: 15,526 shares; 2025Q3: 15,526 shares 15,526$19.3K<0.01%0Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 550 shares 550$19.2K<0.01%+105Timeline
POWLPOWELL INDS INCQuarterly 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: 855 shares; 2025Q2: 62 shares; 2025Q3: 63 shares 63$19.2K<0.01%+1Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 549 shares; 2025Q1: 945 shares; 2025Q2: 363 shares; 2025Q3: 363 shares 363$19.2K<0.01%0Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 591 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 111 shares 111$19.2K<0.01%+11Timeline
SOUTHERN COSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 17,000 shares 17,000$19.1K<0.01%+1,000
CGBDCARLYLE SECURED LENDING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 2,630 shares; 2025Q3: 1,530 shares 1,530$19.1K<0.01%-1,100Timeline
RALRALLIANT CORPQuarterly 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: 437 shares 437$19.1K<0.01%newTimeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 377 shares 377$19K<0.01%newTimeline
HMYHARMONY GOLD MNG LTDQuarterly 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: 1,145 shares; 2025Q3: 1,045 shares 1,045$19K<0.01%-100Timeline
DFJWISDOMTREE TRQuarterly 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: 200 shares 200$19K<0.01%newTimeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 685 shares; 2025Q3: 543 shares 543$18.9K<0.01%-142Timeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 574 shares; 2025Q1: 639 shares; 2025Q2: 545 shares; 2025Q3: 438 shares 438$18.9K<0.01%-107Timeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares 243$18.9K<0.01%0Timeline
IXPISHARES TRQuarterly 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: 152 shares; 2025Q3: 152 shares 152$18.8K<0.01%0Timeline
SVCSERVICE PPTYS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 5,953 shares; 2025Q1: 5,953 shares; 2025Q2: 5,953 shares; 2025Q3: 6,913 shares 6,913$18.7K<0.01%+960Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 692 shares; 2025Q1: 278 shares; 2025Q2: 1,000 shares; 2025Q3: 824 shares 824$18.7K<0.01%-176Timeline
EPCEDGEWELL PERSONAL CARE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 250 shares; 2025Q1: 274 shares; 2025Q2: 211 shares; 2025Q3: 917 shares 917$18.7K<0.01%+706Timeline
CRFCORNERSTONE TOTAL RETURN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 3,729 shares; 2025Q3: 2,318 shares 2,318$18.6K<0.01%-1,411Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 437 shares; 2025Q2: 898 shares; 2025Q3: 793 shares 793$18.6K<0.01%-105Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 265 shares; 2025Q1: 215 shares; 2025Q2: 249 shares; 2025Q3: 312 shares 312$18.5K<0.01%+63Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 205 shares; 2025Q1: 263 shares; 2025Q2: 379 shares; 2025Q3: 365 shares 365$18.5K<0.01%-14Timeline
MRPMILLROSE PPTYS INCQuarterly 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: 1,035 shares; 2025Q2: 594 shares; 2025Q3: 548 shares 548$18.4K<0.01%-46Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 21 shares; 2025Q2: 12 shares; 2025Q3: 11 shares 11$18.4K<0.01%-1Timeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,275 shares; 2025Q1: 2,534 shares; 2025Q2: 2,534 shares; 2025Q3: 1,267 shares 1,267$18.4K<0.01%-1,267Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 681 shares; 2025Q1: 155 shares; 2025Q2: 169 shares; 2025Q3: 263 shares 263$18.3K<0.01%+94Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 42 shares; 2025Q1: 386 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100$18.2K<0.01%0Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,045 shares; 2025Q1: 2,123 shares; 2025Q2: 5,953 shares; 2025Q3: 2,234 shares 2,234$18.2K<0.01%-3,719Timeline
DRSLEONARDO DRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400$18.2K<0.01%0Timeline
NMAXNEWSMAX INCQuarterly 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: 100 shares; 2025Q3: 1,457 shares 1,457$18.1K<0.01%+1,357Timeline
HUNHUNTSMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,442 shares; 2025Q1: 1,464 shares; 2025Q2: 1,499 shares; 2025Q3: 2,003 shares 2,003$18K<0.01%+504Timeline
BSACBANCO SANTANDER CHILE NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 198 shares; 2025Q1: 124 shares; 2025Q2: 356 shares; 2025Q3: 676 shares 676$17.9K<0.01%+320Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 701 shares; 2025Q1: 779 shares; 2025Q2: 262 shares; 2025Q3: 262 shares 262$17.9K<0.01%0Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 67 shares; 2025Q1: 145 shares; 2025Q2: 135 shares; 2025Q3: 140 shares 140$17.7K<0.01%+5Timeline
THNQEXCHANGE TRADED CONCEPTS TRUQuarterly 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: 276 shares 276$17.7K<0.01%newTimeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 938 shares; 2025Q1: 56 shares; 2025Q2: 45 shares; 2025Q3: 1,095 shares 1,095$17.7K<0.01%+1,050Timeline
SYFIAB ACTIVE ETFS INCQuarterly 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: 428 shares; 2025Q3: 485 shares 485$17.5K<0.01%+57Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 600 shares; 2025Q1: 1,017 shares; 2025Q2: 631 shares; 2025Q3: 701 shares 701$17.5K<0.01%+70Timeline
VVRINVESCO SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,766 shares; 2025Q1: 3,766 shares; 2025Q2: 5,866 shares; 2025Q3: 5,057 shares 5,057$17.5K<0.01%-809Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,568 shares; 2024Q4: 12,018 shares; 2025Q1: 208 shares; 2025Q2: 659 shares; 2025Q3: 682 shares 682$17.3K<0.01%+23Timeline
EVNEATON VANCE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 7,803 shares; 2025Q1: 7,803 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares 1,553$17.2K<0.01%0Timeline
IFVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693 shares 693$17K<0.01%newTimeline
ENVISTA HOLDINGS CORPORATIONENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares 18,000$17K<0.01%0
QAINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 17,761 shares; 2025Q1: 9,552 shares; 2025Q2: 1,226 shares; 2025Q3: 504 shares 504$16.9K<0.01%-722Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 2,134 shares; 2025Q1: 936 shares; 2025Q2: 937 shares; 2025Q3: 864 shares 864$16.9K<0.01%-73Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 577 shares; 2025Q2: 401 shares; 2025Q3: 754 shares 754$16.9K<0.01%+353Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 1,732 shares; 2025Q1: 2,629 shares; 2025Q2: 4,780 shares; 2025Q3: 884 shares 884$16.7K<0.01%-3,896Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 152 shares 152$16.7K<0.01%+122Timeline
SSYSSTRATASYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,337 shares; 2024Q4: 7,191 shares; 2025Q1: 1,086 shares; 2025Q2: 1,235 shares; 2025Q3: 1,488 shares 1,488$16.7K<0.01%+253Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 62 shares 62$16.5K<0.01%-5Timeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares 238$16.4K<0.01%newTimeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 126 shares; 2025Q2: 196 shares; 2025Q3: 224 shares 224$16.4K<0.01%+28Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 38 shares; 2025Q1: 262 shares; 2025Q2: 11 shares; 2025Q3: 114 shares 114$16.4K<0.01%+103Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 79 shares 79$16.4K<0.01%+8Timeline
RSPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$16.4K<0.01%0Timeline
EVFEATON VANCE SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,917 shares; 2025Q1: 2,917 shares; 2025Q2: 2,934 shares; 2025Q3: 2,983 shares 2,983$16.3K<0.01%+49Timeline
NMTNUVEEN MASS QUALITY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 1,002 shares; 2025Q1: 1,578 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares 1,402$16.3K<0.01%0Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 35 shares; 2025Q2: 503 shares; 2025Q3: 503 shares 503$16.1K<0.01%0Timeline
YORWYORK WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,331 shares; 2025Q2: 1,316 shares; 2025Q3: 529 shares 529$16.1K<0.01%-787Timeline
DMBBNY MELLON MUN BD INFRASTRUCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 5,811 shares; 2025Q1: 5,811 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares 1,497$16K<0.01%0Timeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 196 shares; 2025Q2: 287 shares; 2025Q3: 238 shares 238$16K<0.01%-49Timeline
AGEMABRDN FDSQuarterly 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: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares 429$15.9K<0.01%0Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 144 shares; 2025Q1: 152 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75$15.9K<0.01%0Timeline
PTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares 360$15.9K<0.01%newTimeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 10 shares; 2025Q1: 93 shares; 2025Q2: 7 shares; 2025Q3: 1,250 shares 1,250$15.9K<0.01%+1,243Timeline
GROYGOLD ROYALTY CORPQuarterly 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: 4,100 shares 4,100$15.8K<0.01%newTimeline
XEVVXEATON VANCE LIMITED DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,459 shares; 2025Q1: 1,492 shares; 2025Q2: 1,525 shares; 2025Q3: 1,558 shares 1,558$15.8K<0.01%+33Timeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 167 shares; 2025Q1: 367 shares; 2025Q2: 223 shares; 2025Q3: 190 shares 190$15.8K<0.01%-33Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 338 shares; 2025Q1: 326 shares; 2025Q2: 203 shares; 2025Q3: 124 shares 124$15.8K<0.01%-79Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 107 shares; 2025Q3: 459 shares 459$15.7K<0.01%+352Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,251 shares; 2025Q1: 1,230 shares; 2025Q2: 209 shares; 2025Q3: 217 shares 217$15.7K<0.01%+8Timeline
LTCLTC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 469 shares; 2025Q1: 628 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425$15.7K<0.01%0Timeline
FIVAFIDELITY COVINGTON TRUSTQuarterly 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: 3,788 shares; 2025Q2: 5,019 shares; 2025Q3: 500 shares 500$15.6K<0.01%-4,519Timeline
PDXPIMCO DYNAMIC INCOME STRATEGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 3,185 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares 625$15.6K<0.01%0Timeline
FTHYFIRST TR HIGH YIELD OPPRT 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,073 shares; 2025Q1: 1,073 shares; 2025Q2: 6,073 shares; 2025Q3: 1,073 shares 1,073$15.5K<0.01%-5,000Timeline
CLSCELESTICA INCQuarterly 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 shares; 2025Q2: 1,007 shares; 2025Q3: 63 shares 63$15.5K<0.01%-944Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 642 shares; 2025Q1: 1,036 shares; 2025Q2: 287 shares; 2025Q3: 508 shares 508$15.5K<0.01%+221Timeline
UMCUNITED MICROELECTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,956 shares; 2025Q3: 2,036 shares 2,036$15.4K<0.01%+80Timeline
FCFFIRST COMWLTH FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares 895$15.3K<0.01%0Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,500 shares 1,500$15.3K<0.01%+1,000Timeline
TMPTOMPKINS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 224 shares; 2025Q1: 226 shares; 2025Q2: 228 shares; 2025Q3: 230 shares 230$15.2K<0.01%+2Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$15.2K<0.01%0Timeline
SRTASTRATA CRITICAL MEDICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000$15.2K<0.01%0Timeline
BCCBOISE CASCADE CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 406 shares; 2025Q2: 244 shares; 2025Q3: 196 shares 196$15.2K<0.01%-48Timeline
CHTCHUNGHWA TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: not reported; 2025Q2: 347 shares; 2025Q3: 347 shares 347$15.1K<0.01%0Timeline
TWITITAN INTL INC ILLQuarterly 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: 2,000 shares; 2025Q2: 2,005 shares; 2025Q3: 2,000 shares 2,000$15.1K<0.01%-5Timeline
CHGGCHEGG INCQuarterly 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: 19 shares; 2025Q3: 10,000 shares 10,000$15.1K<0.01%+9,981Timeline
VOTETCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 2 shares; 2025Q1: 119 shares; 2025Q2: 192 shares; 2025Q3: 192 shares 192$15.1K<0.01%0Timeline
CGCCANOPY GROWTH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,172 shares; 2025Q3: 10,280 shares 10,280$15K<0.01%+9,108Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 213 shares 213$14.9K<0.01%+131Timeline
DLHCDLH HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares 2,620$14.8K<0.01%0Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 347 shares; 2025Q3: 370 shares 370$14.8K<0.01%+23Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 575 shares; 2025Q1: 1,197 shares; 2025Q2: 563 shares; 2025Q3: 523 shares 523$14.8K<0.01%-40Timeline
IESCIES HOLDINGS INCQuarterly 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: 37 shares 37$14.7K<0.01%newTimeline
MODDMODULAR MED INC COM NEWQuarterly 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: 21,000 shares; 2025Q3: 21,000 shares 21,000$14.7K<0.01%0Timeline
ISMDNORTHERN LTS FD TR IVQuarterly 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: 186 shares; 2025Q3: 378 shares 378$14.7K<0.01%+192Timeline
TRNTRINITY INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares 522$14.6K<0.01%0Timeline
SNEXSTONEX GROUP INCQuarterly 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 shares; 2025Q2: 141 shares; 2025Q3: 145 shares 145$14.6K<0.01%+4Timeline
ATECALPHATEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,220 shares; 2025Q3: 1,000 shares 1,000$14.5K<0.01%-220Timeline
AMOMEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300$14.5K<0.01%0Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 443 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 190 shares 190$14.5K<0.01%+55Timeline
FIXTTCW ETF TRUSTQuarterly 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: 372 shares; 2025Q3: 372 shares 372$14.4K<0.01%0Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 291 shares; 2025Q1: 1,281 shares; 2025Q2: 1,372 shares; 2025Q3: 608 shares 608$14.3K<0.01%-764Timeline
PTACOHEN & STEERS TAX ADVAN PFDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,604 shares; 2025Q1: 1,602 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$14.3K<0.01%0Timeline
EYPTEYEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$14.2K<0.01%0Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 476 shares 476$14.2K<0.01%+473Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 671 shares; 2025Q1: 489 shares; 2025Q2: 495 shares; 2025Q3: 117 shares 117$14.2K<0.01%-378Timeline
LARKLANDMARK BANCORP INCQuarterly 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: 4,523 shares; 2025Q3: 530 shares 530$14.1K<0.01%-3,993Timeline
TPHTRI POINTE HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 267 shares; 2025Q3: 416 shares 416$14.1K<0.01%+149Timeline
BWINTHE BALDWIN INSURANCE GRP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$14.1K<0.01%0Timeline
ODVOSISKO DEVELOPMENT CORPQuarterly 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: 4,159 shares 4,159$14.1K<0.01%newTimeline
DEEFDBX ETF TRQuarterly 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: 409 shares 409$14.1K<0.01%newTimeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 54 shares; 2025Q1: 450 shares; 2025Q2: 264 shares; 2025Q3: 391 shares 391$14.1K<0.01%+127Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 534 shares 534$14.1K<0.01%+518Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 948 shares; 2025Q1: 200 shares; 2025Q2: 192 shares; 2025Q3: 193 shares 193$14K<0.01%+1Timeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 419 shares; 2025Q1: 737 shares; 2025Q2: 360 shares; 2025Q3: 422 shares 422$13.9K<0.01%+62Timeline
RIGSALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595 shares; 2025Q1: 920 shares; 2025Q2: 595 shares; 2025Q3: 595 shares 595$13.9K<0.01%0Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 100 shares; 2025Q1: 365 shares; 2025Q2: 117 shares; 2025Q3: 120 shares 120$13.8K<0.01%+3Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,406 shares; 2025Q1: 598 shares; 2025Q2: 285 shares; 2025Q3: 534 shares 534$13.8K<0.01%+249Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 116 shares; 2025Q2: 724 shares; 2025Q3: 724 shares 724$13.8K<0.01%0Timeline
APLSAPELLIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 606 shares; 2025Q2: 600 shares; 2025Q3: 601 shares 601$13.6K<0.01%+1Timeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 116 shares 116$13.6K<0.01%+16Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly 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: 1,031 shares; 2025Q2: 3,242 shares; 2025Q3: 407 shares 407$13.4K<0.01%-2,835Timeline
PYPDPOLYPID LTDQuarterly 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: 3,968 shares; 2025Q3: 3,968 shares 3,968$13.2K<0.01%0Timeline
ATENA10 NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares 728$13.2K<0.01%0Timeline
PCTPURECYCLE TECHNOLOGIES INCQuarterly 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: 211 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$13.2K<0.01%0Timeline
BRBSBLUE RIDGE BANKSHARES INC VAQuarterly 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: 3,108 shares 3,108$13.1K<0.01%newTimeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 283 shares; 2025Q1: 801 shares; 2025Q2: 207 shares; 2025Q3: 229 shares 229$13.1K<0.01%+22Timeline
PJANINNOVATOR ETFS TRUSTQuarterly 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: 286 shares 286$13.1K<0.01%newTimeline
DXDYNEX CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 945 shares; 2025Q1: 977 shares; 2025Q2: 1,018 shares; 2025Q3: 1,060 shares 1,060$13K<0.01%+42Timeline
KBAKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 432 shares 432$13K<0.01%+257Timeline
MDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 740 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares 807$12.9K<0.01%newTimeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 12,166 shares; 2025Q1: 54,189 shares; 2025Q2: 20,498 shares; 2025Q3: 1,411 shares 1,411$12.9K<0.01%-19,087Timeline
NPCENEUROPACE INCQuarterly 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: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,250 shares 1,250$12.9K<0.01%+50Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 4,375 shares; 2025Q1: 1,671 shares; 2025Q2: 2,317 shares; 2025Q3: 852 shares 852$12.8K<0.01%-1,465Timeline
CPSCOOPER-STANDARD HOLDINGS INCQuarterly 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: 345 shares; 2025Q3: 345 shares 345$12.7K<0.01%0Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 179 shares; 2025Q1: 3 shares; 2025Q2: 946 shares; 2025Q3: 487 shares 487$12.7K<0.01%-459Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 164 shares; 2025Q2: 212 shares; 2025Q3: 198 shares 198$12.6K<0.01%-14Timeline
GCCWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares 588$12.6K<0.01%0Timeline
VRRMVERRA MOBILITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 406 shares; 2025Q1: 363 shares; 2025Q2: 455 shares; 2025Q3: 509 shares 509$12.6K<0.01%+54Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 426 shares; 2025Q1: 290 shares; 2025Q2: 353 shares; 2025Q3: 337 shares 337$12.5K<0.01%-16Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 141 shares; 2025Q1: 27 shares; 2025Q2: 97 shares; 2025Q3: 93 shares 93$12.5K<0.01%-4Timeline
UDOWPROSHARES TRQuarterly 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: 117 shares 117$12.5K<0.01%newTimeline
NUGTDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 153 shares; 2025Q1: 243 shares; 2025Q2: 148 shares; 2025Q3: 81 shares 81$12.5K<0.01%-67Timeline
TXTERNIUM SAQuarterly 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: 393 shares; 2025Q3: 360 shares 360$12.5K<0.01%-33Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 451 shares 451$12.5K<0.01%+399Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 4,307 shares; 2025Q1: 1,968 shares; 2025Q2: 598 shares; 2025Q3: 182 shares 182$12.5K<0.01%-416Timeline
NRDSNERDWALLET INCQuarterly 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: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares 1,150$12.4K<0.01%0Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 148 shares; 2025Q1: 307 shares; 2025Q2: 103 shares; 2025Q3: 135 shares 135$12.3K<0.01%+32Timeline
DTECALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 265 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 241 shares 241$12.3K<0.01%+21Timeline
USTBVICTORY PORTFOLIOS IIQuarterly 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: 241 shares 241$12.3K<0.01%newTimeline
TFINTRIUMPH FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 176 shares; 2025Q3: 245 shares 245$12.3K<0.01%+69Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 170 shares; 2025Q1: 104 shares; 2025Q2: 110 shares; 2025Q3: 102 shares 102$12.2K<0.01%-8Timeline
FORD MOTOR COMPANYFORD MOTOR COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 21,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000$12.2K<0.01%0
BIBPROSHARES TRQuarterly 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: 204 shares 204$12.2K<0.01%newTimeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 1,064 shares; 2025Q1: 1,032 shares; 2025Q2: 450 shares; 2025Q3: 130 shares 130$12.1K<0.01%-320Timeline
PACGRUPO AEROPORTUNARIO DEL PACQuarterly 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: 51 shares; 2025Q3: 51 shares 51$12.1K<0.01%0Timeline
SKYCHAMPION HOMES INCQuarterly 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: 158 shares; 2025Q3: 158 shares 158$12.1K<0.01%0Timeline
CHRSCOHERUS ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: 9,850 shares; 2025Q2: 7,385 shares; 2025Q3: 7,350 shares 7,350$12.1K<0.01%-35Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly 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: 208 shares; 2025Q3: 231 shares 231$12K<0.01%+23Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 3,002 shares; 2025Q1: 1,197 shares; 2025Q2: 360 shares; 2025Q3: 371 shares 371$12K<0.01%+11Timeline
ESEAEUROSEAS LTDQuarterly 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: 200 shares 200$11.9K<0.01%newTimeline
FELEFRANKLIN ELEC INCQuarterly 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: 210 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125$11.9K<0.01%0Timeline
LYTSLSI INDS INC OHIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares 503$11.9K<0.01%0Timeline
HAYWHAYWARD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 436 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 784 shares 784$11.9K<0.01%+372Timeline
AIEQAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares 262$11.8K<0.01%newTimeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 801 shares 801$11.7K<0.01%+178Timeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 450 shares 450$11.7K<0.01%-25Timeline
SLQTSELECTQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 5,915 shares; 2025Q1: 5,915 shares; 2025Q2: 6,915 shares; 2025Q3: 5,915 shares 5,915$11.6K<0.01%-1,000Timeline
PFBCPREFERRED BK LOS ANGELES CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 128 shares 128$11.6K<0.01%+33Timeline
PPL CAP FDG INCPPL CAP FDG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000$11.4K<0.01%0
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 466 shares; 2025Q1: 703 shares; 2025Q2: 562 shares; 2025Q3: 891 shares 891$11.4K<0.01%+329Timeline
DAVAENDAVA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 449 shares; 2025Q1: 722 shares; 2025Q2: 309 shares; 2025Q3: 1,249 shares 1,249$11.4K<0.01%+940Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,180 shares; 2025Q1: 172 shares; 2025Q2: 77 shares; 2025Q3: 241 shares 241$11.3K<0.01%+164Timeline
ZDZIFF DAVIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 256 shares; 2025Q2: 218 shares; 2025Q3: 297 shares 297$11.3K<0.01%+79Timeline
BPOPPOPULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 57 shares; 2025Q3: 89 shares 89$11.3K<0.01%+32Timeline
CMBTCMB.TECH NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares 1,200$11.3K<0.01%newTimeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 420 shares; 2025Q1: 394 shares; 2025Q2: 234 shares; 2025Q3: 244 shares 244$11.3K<0.01%+10Timeline
SBLKSTAR BULK CARRIERS 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: 605 shares; 2025Q3: 605 shares 605$11.2K<0.01%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,188 shares; 2025Q1: 1,096 shares; 2025Q2: 256 shares; 2025Q3: 143 shares 143$11.2K<0.01%-113Timeline
YEXTYEXT INCQuarterly 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: 1,313 shares; 2025Q3: 1,313 shares 1,313$11.2K<0.01%0Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,359 shares; 2025Q1: 1,426 shares; 2025Q2: 7,909 shares; 2025Q3: 506 shares 506$11.2K<0.01%-7,403Timeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 117 shares; 2025Q1: 118 shares; 2025Q2: 103 shares; 2025Q3: 111 shares 111$11.2K<0.01%+8Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 189 shares; 2025Q3: 194 shares 194$11.2K<0.01%+5Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares 250$11.1K<0.01%newTimeline
LCTDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 203 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 207 shares 207$11K<0.01%+43Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 442 shares; 2025Q3: 148 shares 148$11K<0.01%-294Timeline
CMTLCOMTECH TELECOMMUNICATIONS CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 4,262 shares; 2025Q1: 4,262 shares; 2025Q2: 4,762 shares; 2025Q3: 4,262 shares 4,262$11K<0.01%-500Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 78 shares; 2025Q2: 76 shares; 2025Q3: 96 shares 96$10.8K<0.01%+20Timeline
BAIBLACKROCK ETF TRUSTQuarterly 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: 107 shares; 2025Q3: 317 shares 317$10.8K<0.01%+210Timeline
AVNSAVANOS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 272 shares; 2025Q1: 274 shares; 2025Q2: 1,041 shares; 2025Q3: 933 shares 933$10.8K<0.01%-108Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 5,800 shares; 2025Q1: 5,804 shares; 2025Q2: 5,824 shares; 2025Q3: 400 shares 400$10.8K<0.01%-5,424Timeline
MRCCMONROE CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares 1,533$10.8K<0.01%0Timeline
EDDMORGAN STANLEY EMERGING MKTSQuarterly 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: 2,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,000 shares 2,000$10.8K<0.01%-1,000Timeline
CHCTCOMMUNITY HEALTHCARE TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$10.7K<0.01%0Timeline
LNKBLINKBANCORP INCQuarterly 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: 16 shares; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500$10.7K<0.01%newTimeline
XITKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares 56$10.7K<0.01%0Timeline
ILTBISHARES TRQuarterly 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: 210 shares 210$10.6K<0.01%newTimeline
CERYSPDR SERIES TRUSTQuarterly 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: 368 shares 368$10.5K<0.01%newTimeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 409 shares; 2025Q2: 408 shares; 2025Q3: 201 shares 201$10.5K<0.01%-207Timeline
NLOPNET LEASE OFFICE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 376 shares; 2025Q3: 354 shares 354$10.5K<0.01%-22Timeline
LCIDLUCID GROUP INCQuarterly 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: 439 shares 439$10.4K<0.01%newTimeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 531 shares; 2025Q1: 57 shares; 2025Q2: 14 shares; 2025Q3: 96 shares 96$10.4K<0.01%+82Timeline
BKAGBNY MELLON ETF TRUSTQuarterly 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: 541 shares; 2025Q3: 244 shares 244$10.4K<0.01%-297Timeline
MILNGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 210 shares 210$10.4K<0.01%+93Timeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 340 shares; 2025Q3: 349 shares 349$10.4K<0.01%+9Timeline
FFBC1ST FINL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 569 shares; 2025Q1: 505 shares; 2025Q2: 410 shares; 2025Q3: 410 shares 410$10.4K<0.01%0Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 121 shares; 2025Q3: 255 shares 255$10.3K<0.01%+134Timeline
FBKFB FINL CORPQuarterly 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: 185 shares 185$10.3K<0.01%newTimeline
BTSGBRIGHTSPRING HEALTH SVCS INCQuarterly 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: 348 shares 348$10.3K<0.01%newTimeline
COMPANHIA PARANAENSE DE ENE…COMPANHIA PARANAENSE DE ENERGIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares 1,049$10.3K<0.01%0
VFQYVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares 68$10.3K<0.01%newTimeline
GSBDGOLDMAN SACHS BDC INCQuarterly 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: 200 shares; 2025Q3: 1,000 shares 1,000$10.2K<0.01%+800Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,452 shares; 2024Q4: 11,589 shares; 2025Q1: 6,903 shares; 2025Q2: 215 shares; 2025Q3: 462 shares 462$10.1K<0.01%+247Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 253 shares; 2025Q1: 260 shares; 2025Q2: 281 shares; 2025Q3: 40 shares 40$10.1K<0.01%-241Timeline
FDDFIRST TR EXCHANGE-TRADED FDQuarterly 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: 626 shares 626$10.1K<0.01%newTimeline
BWZSPDR SERIES TRUSTQuarterly 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: 363 shares 363$10.1K<0.01%newTimeline
BKDBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 500 shares; 2025Q1: 400 shares; 2025Q2: 3,400 shares; 2025Q3: 1,190 shares 1,190$10.1K<0.01%-2,210Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 496 shares; 2025Q1: 227 shares; 2025Q2: 364 shares; 2025Q3: 364 shares 364$10.1K<0.01%0Timeline
TMFGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 381 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares 335$10K<0.01%0Timeline
QQQINEOS ETF TRUSTQuarterly 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: 185 shares; 2025Q3: 185 shares 185$10K<0.01%0Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 287 shares; 2025Q1: 300 shares; 2025Q2: 336 shares; 2025Q3: 338 shares 338$10K<0.01%+2Timeline
VNOMVIPER ENERGY INCQuarterly 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: 262 shares 262$10K<0.01%newTimeline
QPXADVISORSHARES TRQuarterly 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: 232 shares 232$9.97K<0.01%newTimeline
SOCLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,187 shares; 2025Q1: 1,218 shares; 2025Q2: 260 shares; 2025Q3: 164 shares 164$9.96K<0.01%-96Timeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 3 shares; 2025Q1: 2,603 shares; 2025Q2: 2,603 shares; 2025Q3: 87 shares 87$9.94K<0.01%-2,516Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly 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: 401 shares 401$9.93K<0.01%newTimeline
DFHDREAM FINDERS HOMES INCQuarterly 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 shares; 2025Q2: 85 shares; 2025Q3: 382 shares 382$9.9K<0.01%+297Timeline
LFSTLIFESTANCE HEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,797 shares 1,797$9.88K<0.01%+176Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 278 shares 278$9.87K<0.01%+16Timeline
WAYWAYSTAR HLDG CORPQuarterly 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: 266 shares; 2025Q2: 260 shares; 2025Q3: 260 shares 260$9.86K<0.01%0Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares 62$9.84K<0.01%newTimeline
PBFSPIONEER BANCORP INC MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 750 shares 750$9.79K<0.01%-3,000Timeline
MITKMITEK SYS INCQuarterly 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: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$9.77K<0.01%0Timeline
LOCOEL POLLO LOCO HLDGS INCQuarterly 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: 1,000 shares; 2025Q3: 1,000 shares 1,000$9.7K<0.01%0Timeline
WFWOORI FINL GROUP INCQuarterly 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: 172 shares; 2025Q3: 172 shares 172$9.66K<0.01%0Timeline
EVMOMORGAN STANLEY ETF TRUSTQuarterly 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: 191 shares 191$9.65K<0.01%newTimeline
FOXFFOX FACTORY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 362 shares; 2025Q1: 285 shares; 2025Q2: 400 shares; 2025Q3: 397 shares 397$9.64K<0.01%-3Timeline
ERHALLSPRING UTILITIES AND HIGHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,199 shares; 2025Q1: 1,831 shares; 2025Q2: 1,281 shares; 2025Q3: 774 shares 774$9.58K<0.01%-507Timeline
PKXPOSCO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 194 shares 194$9.55K<0.01%0Timeline
LIONLIONSGATE STUDIOS CORPQuarterly 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: 2,590 shares; 2025Q3: 1,378 shares 1,378$9.51K<0.01%-1,212Timeline
TMATNORTHERN LTS FD TR IVQuarterly 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: 389 shares; 2025Q2: 610 shares; 2025Q3: 351 shares 351$9.5K<0.01%-259Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 7 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 500 shares 500$9.46K<0.01%newTimeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 3,592 shares; 2025Q1: 192 shares; 2025Q2: 4,588 shares; 2025Q3: 373 shares 373$9.39K<0.01%-4,215Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 102 shares; 2025Q1: 903 shares; 2025Q2: 547 shares; 2025Q3: 765 shares 765$9.36K<0.01%+218Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 18 shares; 2025Q1: 16 shares; 2025Q2: 531 shares; 2025Q3: 70 shares 70$9.26K<0.01%-461Timeline
CASHPATHWARD FINANCIAL INCQuarterly 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: 18 shares; 2025Q3: 125 shares 125$9.25K<0.01%+107Timeline
CLSETRUST FOR PROFESSIONAL MANAGQuarterly 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: 355 shares 355$9.24K<0.01%newTimeline
PRMBPRIMO BRANDS CORPORATIONQuarterly 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: 210 shares; 2025Q2: 210 shares; 2025Q3: 417 shares 417$9.22K<0.01%+207Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 1,542 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares 196$9.21K<0.01%0Timeline
EMFTEMPLETON EMERGING MKTS FDQuarterly 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: 549 shares 549$9.19K<0.01%newTimeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 8 shares; 2025Q1: 166 shares; 2025Q2: 224 shares; 2025Q3: 224 shares 224$9.16K<0.01%0Timeline
MJAMPLIFY ETF TRQuarterly 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: 232 shares; 2025Q2: 232 shares; 2025Q3: 245 shares 245$9.16K<0.01%+13Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 287 shares 287$9.15K<0.01%-471Timeline
CENTCENTRAL GARDEN & PET COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 311 shares; 2025Q1: 364 shares; 2025Q2: 326 shares; 2025Q3: 280 shares 280$9.14K<0.01%-46Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 278 shares; 2025Q1: 137 shares; 2025Q2: 130 shares; 2025Q3: 161 shares 161$9.14K<0.01%+31Timeline
CNOCNO FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 184 shares; 2025Q1: 71 shares; 2025Q2: 272 shares; 2025Q3: 229 shares 229$9.06K<0.01%-43Timeline
GCBCGREENE CNTY BANCORP INCQuarterly 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: 400 shares 400$9.04K<0.01%newTimeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 147 shares 147$9.03K<0.01%-13Timeline
PARRPAR PAC HOLDINGS INCQuarterly 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: 239 shares; 2025Q3: 254 shares 254$9K<0.01%+15Timeline
LIFLIFE360 INCQuarterly 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: 49 shares; 2025Q3: 84 shares 84$8.93K<0.01%+35Timeline
MR COOPER GROUP INCMR COOPER GROUP INCQuarterly 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 shares; 2025Q2: 60 shares; 2025Q3: 42 shares 42$8.85K<0.01%-18
CBRLCRACKER BARREL OLD CTRY STORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 200 shares 200$8.81K<0.01%+42Timeline
EVERGY INCEVERGY INCQuarterly 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: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000$8.8K<0.01%0
HLMNHILLMAN SOLUTIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 958 shares; 2025Q1: 1,659 shares; 2025Q2: 1,189 shares; 2025Q3: 958 shares 958$8.79K<0.01%-231Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,249 shares; 2025Q3: 1,630 shares 1,630$8.79K<0.01%-2,619Timeline
ICUIICU MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,413 shares; 2025Q1: 51 shares; 2025Q2: 80 shares; 2025Q3: 73 shares 73$8.76K<0.01%-7Timeline
FLIAFRANKLIN TEMPLETON ETF TRQuarterly 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: 425 shares 425$8.72K<0.01%newTimeline
BFLYBUTTERFLY NETWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 4,500 shares; 2025Q2: 4,550 shares; 2025Q3: 4,500 shares 4,500$8.69K<0.01%-50Timeline
FERFERROVIAL NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 148 shares; 2025Q3: 148 shares 148$8.67K<0.01%0Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 276 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares 259$8.61K<0.01%0Timeline
PSOPEARSON PLCQuarterly 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: 31 shares; 2025Q2: 607 shares; 2025Q3: 608 shares 608$8.61K<0.01%+1Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly 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: 416 shares; 2025Q3: 700 shares 700$8.6K<0.01%+284Timeline
CNYAISHARES TRQuarterly 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: 250 shares; 2025Q3: 250 shares 250$8.59K<0.01%0Timeline
ALGTALLEGIANT TRAVEL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 405 shares; 2025Q1: 420 shares; 2025Q2: 141 shares; 2025Q3: 141 shares 141$8.57K<0.01%0Timeline
MGYMAGNOLIA OIL & GAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 38 shares; 2025Q1: 290 shares; 2025Q2: 315 shares; 2025Q3: 357 shares 357$8.52K<0.01%+42Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 536 shares; 2025Q1: 443 shares; 2025Q2: 275 shares; 2025Q3: 193 shares 193$8.49K<0.01%-82Timeline
ARQARQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares 1,184$8.48K<0.01%0Timeline
TGBTASEKO MINES LTDQuarterly 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: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$8.46K<0.01%0Timeline
ProShares UltraPro Short S&…ProShares UltraPro Short S&P 500Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 623 shares; 2025Q3: 622 shares 622$8.41K<0.01%-1
IARTINTEGRA LIFESCIENCES HLDGS CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 756 shares; 2025Q1: 744 shares; 2025Q2: 630 shares; 2025Q3: 583 shares 583$8.35K<0.01%-47Timeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly 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: 113 shares; 2025Q3: 410 shares 410$8.35K<0.01%+297Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 7,850 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares 1,371$8.35K<0.01%0Timeline
TPBTURNING PT BRANDS INCQuarterly 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: 84 shares 84$8.3K<0.01%newTimeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 72 shares; 2025Q1: 160 shares; 2025Q2: 78 shares; 2025Q3: 129 shares 129$8.29K<0.01%+51Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 76 shares; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 49 shares 49$8.23K<0.01%-40Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 47 shares; 2025Q1: 31 shares; 2025Q2: 29 shares; 2025Q3: 24 shares 24$8.18K<0.01%-5Timeline
LTHLIFE TIME GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 329 shares; 2025Q2: 295 shares; 2025Q3: 295 shares 295$8.14K<0.01%0Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 1,984 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 236 shares 236$8.14K<0.01%+2Timeline
BZKANZHUN LIMITEDQuarterly 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: 347 shares; 2025Q3: 347 shares 347$8.11K<0.01%0Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 491 shares; 2025Q1: 152 shares; 2025Q2: 1,132 shares; 2025Q3: 91 shares 91$8.06K<0.01%-1,041Timeline
RABROOKFIELD REAL ASSETS INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares 603$8.06K<0.01%newTimeline
FBCVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106 shares; 2025Q1: 361 shares; 2025Q2: 885 shares; 2025Q3: 236 shares 236$8.04K<0.01%-649Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: 213 shares 213$8.02K<0.01%+20Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 54 shares; 2025Q1: 48 shares; 2025Q2: 92 shares; 2025Q3: 44 shares 44$7.95K<0.01%-48Timeline
DIODDIODES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 202 shares; 2025Q1: 73 shares; 2025Q2: 127 shares; 2025Q3: 149 shares 149$7.93K<0.01%+22Timeline
STCSTEWART INFORMATION SVCS CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 127 shares; 2025Q1: 289 shares; 2025Q2: 108 shares; 2025Q3: 108 shares 108$7.92K<0.01%0Timeline
MANUMANCHESTER UTD PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares 517$7.83K<0.01%0Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 3,678 shares; 2025Q1: 2,713 shares; 2025Q2: 1,101 shares; 2025Q3: 631 shares 631$7.77K<0.01%-470Timeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 341 shares; 2025Q1: 241 shares; 2025Q2: 269 shares; 2025Q3: 269 shares 269$7.74K<0.01%0Timeline
HPSHANCOCK JOHN PFD INCOME FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$7.72K<0.01%0Timeline
SNAP INCSNAP INCQuarterly 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: 9,000 shares 9,000$7.7K<0.01%new
CMS ENERGY CORPCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000$7.67K<0.01%0
PEBOPEOPLES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254 shares; 2025Q3: 254 shares 254$7.62K<0.01%0Timeline
GRBKGREEN BRICK PARTNERS INCQuarterly 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: 2 shares; 2025Q2: 98 shares; 2025Q3: 103 shares 103$7.61K<0.01%+5Timeline
DEUSDBX ETF TRQuarterly 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: 310 shares; 2025Q2: not reported; 2025Q3: 130 shares 130$7.55K<0.01%newTimeline
OPLNOPENLANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 160 shares; 2025Q3: 262 shares 262$7.54K<0.01%+102Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 89 shares 89$7.53K<0.01%+46Timeline
ALLIANT ENERGY CORPALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000$7.53K<0.01%0
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,801 shares; 2025Q1: 268 shares; 2025Q2: 328 shares; 2025Q3: 350 shares 350$7.53K<0.01%+22Timeline
ETDETHAN ALLEN INTERIORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 243 shares; 2025Q1: 246 shares; 2025Q2: 250 shares; 2025Q3: 255 shares 255$7.52K<0.01%+5Timeline
MVBFMVB FINL CORPQuarterly 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: 300 shares 300$7.52K<0.01%newTimeline
BCHBANCO DE CHILEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares 248$7.51K<0.01%0Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares 191$7.5K<0.01%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 324. All 324

SecurityShares beforeValue beforeType
HESS CORPHESS CORP8,907$1.23Mshares
ANSYS INCANSYS INC3,007$1.06Mshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC63,692$731Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL49,852$643Kshares
CRCLCIRCLE INTERNET GROUP INC2,601$472Kshares
SOUTHSTATE BANK CORPSOUTHSTATE BANK CORP4,901$451Kshares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC7,480$299Kshares
CHINA AUTOMOTIVE SYS INCCHINA AUTOMOTIVE SYS INC61,370$250Kshares
NCPBNUSHARES ETF TR9,872$248Kshares
SLRCSLR INVESTMENT CORP13,000$210Kshares
KBWPINVESCO EXCH TRADED FD TR II1,602$197Kshares
HCMTDIREXION SHARES ETF TRUST6,000$195Kshares
RFIXSIMPLIFY EXCHANGE TRADED FUN4,020$195Kshares
DJUNFIRST TR EXCHNG TRADED FD VI3,625$163Kshares
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION5,692$141Kshares
SKXSKECHERS U S A INC2,181$138Kshares
FOOT LOCKER INCFOOT LOCKER INC5,158$126Kshares
BIDDBLACKROCK ETF TRUST4,565$125Kshares
PNIPIMCO NEW YORK MUN FD II16,489$111Kshares
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP850$109Kshares
XDHYXCREDIT SUISSE HIGH YIELD CRE44,552$94.9Kshares
GINNGOLDMAN SACHS ETF TR1,228$82.7Kshares
SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AG1,460$82.6Kshares
FINSANGEL OAK FINL STRATEGIES IN5,833$75.7Kshares
GMOIGMO ETF TRUST2,500$73Kshares
PTMCPACER FDS TR1,865$65.1Kshares
DKLDELEK LOGISTICS PARTNERS LP1,500$64.4Kshares
XNIEXVIRTUS EQUITY & CONV INCM FD2,576$61.6Kshares
TBRGTRUBRIDGE INC2,582$60.5Kshares
ARBOR REALTY TRUST INCARBOR REALTY TRUST INC60,000$59.4Kshares
PSNPARSONS CORP DEL828$59.4Kshares
PTNQPACER FDS TR811$57.9Kshares
HYGVFLEXSHARES TR1,352$55.5Kshares
PIMCO MUN INCOME FDPIMCO MUN INCOME FD6,871$54.8Kshares
CEVEATON VANCE CALIF MUN INCOM5,386$52.2Kshares
FYTFIRST TR EXCHANGE-TRADED ALP970$48.9Kshares
QTOPISHARES TR1,685$47.6Kshares
DDLSWISDOMTREE TR1,164$46Kshares
XEVTXEATON VANCE TAX ADVT DIV INC1,779$42.9Kshares
DMCDEL MONTE CORP1,294$42Kshares
IGRCBRE GBL REAL ESTATE INC FD7,766$41.1Kshares
James Hardie Industries PLCJames Hardie Industries PLC1,474$39.6Kshares
WK KELLOGG COWK KELLOGG CO2,424$38.6Kshares
TPVGTRIPLEPOINT VENTURE GROWTH B5,000$35Kshares
ENSTAR GROUP LIMITEDENSTAR GROUP LIMITED103$34.6Kshares
ADVADVANTAGE SOLUTIONS INC23,781$31.4Kshares
VRIGINVESCO ACTIVELY MANAGED EXC1,250$31.3Kshares
BXSLBLACKSTONE SECD LENDING FD975$30Kshares
WHFWHITEHORSE FIN INC3,398$29.6Kshares
BLMNBLOOMIN BRANDS INC3,357$28.9Kshares
MDRRMEDALIST DIVERSIFIED INC2,748$28.7Kshares
JBNDJ P MORGAN EXCHANGE TRADED F503$27Kshares
XJUNFIRST TR EXCHNG TRADED FD VI643$26.4Kshares
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC36,740$25.8Kshares
FTRIFIRST TR EXCHANGE-TRADED FD1,789$25.5Kshares
GUGGUGGENHEIM ACTIVE ALLOC FD1,518$23.7Kshares
AVAHAVEANNA HEALTHCARE HLDGS INC4,448$23.3Kshares
PIMCO NY MUNICIPAL INCOME FDPIMCO NY MUNICIPAL INCOME FD3,197$22.3Kshares
SVALISHARES TR689$21.4Kshares
AMBAAMBARELLA INC314$20.7Kshares
PACIRA BIOSCIENCES INCPACIRA BIOSCIENCES INC20,000$19.8Kshares
SIGMATRON INTL INCSIGMATRON INTL INC6,550$19.5Kshares
XCORFUNDX INVT TR266$19.5Kshares
IHYVANECK ETF TRUST865$19.1Kshares
WSBFWATERSTONE FINL INC MD1,370$18.9Kshares
NBXGNEUBERGER NEXT GENERATION1,210$17.7Kshares
FTRBFEDERATED HERMES ETF TRUST667$16.7Kshares
DBOINVESCO DB MULTI-SECTOR COMM1,224$16.2Kshares
ECATBLACKROCK ESG CAP ALLC TERM1,000$16.1Kshares
XGLQXCLOUGH GLOBAL EQUITY FD2,239$16Kshares
GMS INCGMS INC145$15.8Kshares
FLCGFEDERATED HERMES ETF TRUST518$15.6Kshares
CLOABLACKROCK ETF TRUST II294$15.3Kshares
HIMXHIMAX TECHNOLOGIES INC1,665$14.9Kshares
AZEK CO INCAZEK CO INC271$14.7Kshares
PIONEER DIVERSIFIED HIGH IN…PIONEER DIVERSIFIED HIGH INCOM1,135$14.2Kshares
CCDCALAMOS DYNAMIC CONV & INCOM666$13.4Kshares
ERTHINVESCO EXCHANGE TRADED FD T316$13.4Kshares
BDJBLACKROCK ENHANCED EQUITY DI1,497$13.3Kshares
VTNINVESCO TR INVT GRADE NEW YO1,259$13.1Kshares
HTHTH WORLD GROUP LTD364$12.3Kshares
XSWSPDR SERIES TRUST65$12.3Kshares
NEXTERA ENERGY INCNEXTERA ENERGY INC300$11.9Kshares
MCSMARCUS CORP DEL700$11.8Kshares
FOAFINANCE OF AMERICA COMPAN500$11.7Kshares
SSOPROSHARES TR118$11.5Kshares
ROOKLINE BANCORP INC DELROOKLINE BANCORP INC DEL1,091$11.5Kshares
BKCGBNY MELLON ETF TRUST II330$11.4Kshares
ARCOARCOS DORADOS HLDGS INC1,393$11Kshares
OGIGALPS ETF TR200$10.7Kshares
WLKWESTLAKE CORPORATION140$10.6Kshares
NV5 HOLDINGS, INCNV5 HOLDINGS, INC446$10.3Kshares
ATROASTRONICS CORP300$10Kshares
STCESCHWAB STRATEGIC TR200$10Kshares
BHKBLACKROCK CORE BD TR1,014$9.86Kshares
LUCID GROUP INCLUCID GROUP INC4,616$9.74Kshares
UTWORBB FD INC200$9.71Kshares
RFMZRIVERNORTH FLEXIBLE MUNI INC750$9.48Kshares
FARO TECHNOLOGIES INCFARO TECHNOLOGIES INC200$8.78Kshares
LPGDORIAN LPG LTD360$8.78Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001141802-25-000013 base2025-11-14acceptance time not in the bulk data set