GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,281 shares; 2024Q4: 3,342 shares; 2025Q1: 3,409 shares; 2025Q2: 3,380 shares; 2025Q3: 3,467 shares; 2025Q4: 3,380 shares 3,380 $416K 0.04% -87 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 6,110 shares; 2025Q1: 5,519 shares; 2025Q2: 5,656 shares; 2025Q3: 4,472 shares; 2025Q4: 4,277 shares 4,277 $415K 0.04% -195 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,788 shares; 2025Q1: 5,422 shares; 2025Q2: 4,969 shares; 2025Q3: 4,862 shares; 2025Q4: 5,612 shares 5,612 $415K 0.04% +750 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 2,620 shares; 2025Q1: 2,919 shares; 2025Q2: 3,718 shares; 2025Q3: 3,986 shares; 2025Q4: 4,345 shares 4,345 $414K 0.04% +359 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 8,731 shares; 2025Q1: 8,999 shares; 2025Q2: 8,999 shares; 2025Q3: 8,557 shares; 2025Q4: 11,557 shares 11,557 $414K 0.04% +3,000 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 5,194 shares; 2025Q1: 6,227 shares; 2025Q2: 6,258 shares; 2025Q3: 5,253 shares; 2025Q4: 4,144 shares 4,144 $411K 0.04% -1,109 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 4,516 shares; 2025Q1: 4,067 shares; 2025Q2: 6,553 shares; 2025Q3: 6,403 shares; 2025Q4: 5,196 shares 5,196 $409K 0.04% -1,207 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 13,581 shares; 2025Q1: 10,962 shares; 2025Q2: 4,221 shares; 2025Q3: 4,793 shares; 2025Q4: 5,633 shares 5,633 $409K 0.04% +840 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,390 shares; 2025Q1: 4,390 shares; 2025Q2: 8,787 shares; 2025Q3: 8,065 shares; 2025Q4: 8,066 shares 8,066 $409K 0.04% +1 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,266 shares; 2024Q4: 9,006 shares; 2025Q1: 8,864 shares; 2025Q2: 8,771 shares; 2025Q3: 9,420 shares; 2025Q4: 6,950 shares 6,950 $406K 0.04% -2,470 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 3,471 shares; 2025Q1: 3,557 shares; 2025Q2: 3,948 shares; 2025Q3: 4,036 shares; 2025Q4: 4,407 shares 4,407 $405K 0.04% +371 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,225 shares; 2025Q4: 6,225 shares 6,225 $405K 0.04% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,795 shares; 2025Q1: 2,419 shares; 2025Q2: 2,420 shares; 2025Q3: 3,313 shares; 2025Q4: 3,517 shares 3,517 $403K 0.04% +204 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 2,753 shares; 2025Q1: 2,770 shares; 2025Q2: 2,746 shares; 2025Q3: 2,702 shares; 2025Q4: 2,511 shares 2,511 $402K 0.04% -191 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,439 shares; 2024Q4: 8,439 shares; 2025Q1: 8,810 shares; 2025Q2: 7,687 shares; 2025Q3: 7,687 shares; 2025Q4: 7,749 shares 7,749 $400K 0.04% +62 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 1,892 shares; 2025Q1: 1,677 shares; 2025Q2: 2,266 shares; 2025Q3: 2,290 shares; 2025Q4: 3,635 shares 3,635 $400K 0.03% +1,345 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 208 shares; 2025Q2: 182 shares; 2025Q3: 116 shares; 2025Q4: 7,316 shares 7,316 $398K 0.03% +7,200 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 900 shares; 2025Q1: 1,519 shares; 2025Q2: 595 shares; 2025Q3: 1,357 shares; 2025Q4: 4,043 shares 4,043 $398K 0.03% +2,686 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 11,025 shares; 2025Q1: 11,229 shares; 2025Q2: 11,174 shares; 2025Q3: 11,191 shares; 2025Q4: 11,289 shares 11,289 $395K 0.03% +98 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares; 2025Q3: 2,955 shares; 2025Q4: 3,034 shares 3,034 $395K 0.03% +79 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 7,039 shares; 2025Q1: 13,650 shares; 2025Q2: 12,343 shares; 2025Q3: 9,629 shares; 2025Q4: 11,356 shares 11,356 $393K 0.03% +1,727 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,388 shares; 2024Q4: 9,553 shares; 2025Q1: 9,028 shares; 2025Q2: 9,990 shares; 2025Q3: 10,430 shares; 2025Q4: 8,271 shares 8,271 $386K 0.03% -2,159 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,728 shares; 2025Q1: 2,638 shares; 2025Q2: 2,630 shares; 2025Q3: 2,579 shares; 2025Q4: 2,593 shares 2,593 $386K 0.03% +14 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,589 shares; 2025Q1: 4,962 shares; 2025Q2: 5,145 shares; 2025Q3: 2,816 shares; 2025Q4: 3,038 shares 3,038 $386K 0.03% +222 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,600 shares; 2025Q3: 14,676 shares; 2025Q4: 14,676 shares 14,676 $384K 0.03% 0 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,751 shares; 2024Q4: 6,751 shares; 2025Q1: 7,751 shares; 2025Q2: 7,751 shares; 2025Q3: 12,351 shares; 2025Q4: 12,351 shares 12,351 $384K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 4,521 shares; 2025Q1: 3,861 shares; 2025Q2: 3,285 shares; 2025Q3: 2,896 shares; 2025Q4: 3,117 shares 3,117 $383K 0.03% +221 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 5,195 shares; 2025Q1: 5,220 shares; 2025Q2: 5,319 shares; 2025Q3: 5,493 shares; 2025Q4: 5,486 shares 5,486 $381K 0.03% -7 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 7,190 shares; 2025Q1: 7,283 shares; 2025Q2: 7,562 shares; 2025Q3: 7,085 shares; 2025Q4: 6,115 shares 6,115 $380K 0.03% -970 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 7,484 shares; 2025Q1: 7,484 shares; 2025Q2: 11,984 shares; 2025Q3: 13,759 shares; 2025Q4: 6,702 shares 6,702 $380K 0.03% -7,057 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,684 shares; 2024Q4: 6,696 shares; 2025Q1: 6,696 shares; 2025Q2: 6,584 shares; 2025Q3: 7,011 shares; 2025Q4: 6,596 shares 6,596 $379K 0.03% -415 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,775 shares 14,775 $377K 0.03% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 1,979 shares; 2025Q1: 4,544 shares; 2025Q2: 6,264 shares; 2025Q3: 6,254 shares; 2025Q4: 6,254 shares 6,254 $375K 0.03% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,994 shares; 2024Q4: 35,031 shares; 2025Q1: 33,031 shares; 2025Q2: 28,121 shares; 2025Q3: 29,395 shares; 2025Q4: 19,091 shares 19,091 $374K 0.03% -10,304 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 3,474 shares; 2025Q2: 3,874 shares; 2025Q3: 6,891 shares; 2025Q4: 6,915 shares 6,915 $372K 0.03% +24 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 7,976 shares; 2025Q1: 4,549 shares; 2025Q2: 5,024 shares; 2025Q3: 5,533 shares; 2025Q4: 5,533 shares 5,533 $371K 0.03% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,633 shares; 2025Q1: 1,658 shares; 2025Q2: 2,149 shares; 2025Q3: 9,146 shares; 2025Q4: 8,875 shares 8,875 $369K 0.03% -271 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 8,554 shares; 2025Q1: 8,679 shares; 2025Q2: 8,579 shares; 2025Q3: 8,546 shares; 2025Q4: 8,468 shares 8,468 $369K 0.03% -78 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 351 shares; 2025Q3: 5,755 shares; 2025Q4: 5,784 shares 5,784 $368K 0.03% +29 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,894 shares; 2024Q4: 4,620 shares; 2025Q1: 2,131 shares; 2025Q2: 4,821 shares; 2025Q3: 7,064 shares; 2025Q4: 7,070 shares 7,070 $366K 0.03% +6 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,626 shares; 2024Q4: 23,340 shares; 2025Q1: 18,857 shares; 2025Q2: 17,090 shares; 2025Q3: 17,090 shares; 2025Q4: 18,874 shares 18,874 $362K 0.03% +1,784 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,298 shares; 2024Q4: 5,298 shares; 2025Q1: 5,160 shares; 2025Q2: 3,864 shares; 2025Q3: 3,864 shares; 2025Q4: 3,442 shares 3,442 $361K 0.03% -422 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 2,620 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares; 2025Q4: 6,514 shares 6,514 $361K 0.03% +3,743 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,147 shares; 2025Q1: 1,129 shares; 2025Q2: 1,376 shares; 2025Q3: 1,379 shares; 2025Q4: 1,571 shares 1,571 $357K 0.03% +192 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,749 shares; 2025Q1: 4,990 shares; 2025Q2: 4,133 shares; 2025Q3: 4,043 shares; 2025Q4: 7,866 shares 7,866 $357K 0.03% +3,823 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,623 shares; 2024Q4: 5,015 shares; 2025Q1: 4,921 shares; 2025Q2: 4,879 shares; 2025Q3: 4,888 shares; 2025Q4: 5,293 shares 5,293 $355K 0.03% +405 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,111 shares; 2025Q2: 7,904 shares; 2025Q3: 7,904 shares; 2025Q4: 16,696 shares 16,696 $354K 0.03% +8,792 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 2,122 shares; 2025Q1: 2,145 shares; 2025Q2: 2,343 shares; 2025Q3: 2,334 shares; 2025Q4: 1,976 shares 1,976 $353K 0.03% -358 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,806 shares; 2025Q2: 4,739 shares; 2025Q3: 4,739 shares; 2025Q4: 4,739 shares 4,739 $352K 0.03% 0 Timeline Yuma AL Holdco, LLC Yuma AL Holdco, LLC More: the full row for Yuma AL Holdco, LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0 $352K 0.03% new Amount filed as zero, left out of ratios. BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,537 shares; 2025Q1: 1,609 shares; 2025Q2: 1,556 shares; 2025Q3: 1,577 shares; 2025Q4: 1,576 shares 1,576 $352K 0.03% -1 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 2,558 shares; 2025Q1: 3,204 shares; 2025Q2: 3,881 shares; 2025Q3: 4,611 shares; 2025Q4: 6,588 shares 6,588 $350K 0.03% +1,977 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: 5,005 shares; 2025Q3: 5,016 shares; 2025Q4: 6,704 shares 6,704 $349K 0.03% +1,688 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 3,648 shares; 2025Q1: 2,864 shares; 2025Q2: 2,367 shares; 2025Q3: 2,730 shares; 2025Q4: 2,774 shares 2,774 $349K 0.03% +44 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,793 shares; 2025Q1: 1,763 shares; 2025Q2: 1,788 shares; 2025Q3: 1,802 shares; 2025Q4: 1,789 shares 1,789 $349K 0.03% -13 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,069 shares; 2025Q1: 7,094 shares; 2025Q2: 8,606 shares; 2025Q3: 9,192 shares; 2025Q4: 9,486 shares 9,486 $349K 0.03% +294 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,326 shares; 2025Q3: 6,212 shares; 2025Q4: 6,200 shares 6,200 $346K 0.03% -12 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 3,964 shares; 2025Q3: 5,298 shares; 2025Q4: 12,946 shares 12,946 $343K 0.03% +7,648 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 4,852 shares; 2025Q1: 5,409 shares; 2025Q2: 6,635 shares; 2025Q3: 5,253 shares; 2025Q4: 3,688 shares 3,688 $342K 0.03% -1,565 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,405 shares; 2025Q1: 1,331 shares; 2025Q2: 1,455 shares; 2025Q3: 1,365 shares; 2025Q4: 1,401 shares 1,401 $340K 0.03% +36 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,186 shares; 2025Q1: 5,481 shares; 2025Q2: 7,487 shares; 2025Q3: 7,305 shares; 2025Q4: 6,911 shares 6,911 $339K 0.03% -394 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,943 shares; 2025Q1: 2,973 shares; 2025Q2: 3,080 shares; 2025Q3: 3,055 shares; 2025Q4: 2,995 shares 2,995 $339K 0.03% -60 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 4,631 shares; 2025Q1: 3,191 shares; 2025Q2: 3,191 shares; 2025Q3: 3,191 shares; 2025Q4: 3,277 shares 3,277 $339K 0.03% +86 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,844 shares; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 2,844 shares; 2025Q4: 2,844 shares 2,844 $337K 0.03% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 2,648 shares; 2025Q1: 2,834 shares; 2025Q2: 2,867 shares; 2025Q3: 2,630 shares; 2025Q4: 2,756 shares 2,756 $336K 0.03% +126 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 3,421 shares; 2025Q1: 3,665 shares; 2025Q2: 4,139 shares; 2025Q3: 4,198 shares; 2025Q4: 3,682 shares 3,682 $334K 0.03% -516 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 3,441 shares; 2025Q1: 3,966 shares; 2025Q2: 4,346 shares; 2025Q3: 4,008 shares; 2025Q4: 3,901 shares 3,901 $333K 0.03% -107 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,806 shares; 2024Q4: 3,780 shares; 2025Q1: 8,751 shares; 2025Q2: 9,568 shares; 2025Q3: 9,585 shares; 2025Q4: 13,127 shares 13,127 $330K 0.03% +3,542 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 3,039 shares; 2025Q1: 2,853 shares; 2025Q2: 3,880 shares; 2025Q3: 3,874 shares; 2025Q4: 3,851 shares 3,851 $329K 0.03% -23 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,294 shares; 2025Q4: 6,094 shares 6,094 $329K 0.03% +3,800 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 5,351 shares; 2025Q1: 5,452 shares; 2025Q2: 5,504 shares; 2025Q3: 5,989 shares; 2025Q4: 5,982 shares 5,982 $329K 0.03% -7 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 772 shares; 2025Q1: 942 shares; 2025Q2: 857 shares; 2025Q3: 883 shares; 2025Q4: 845 shares 845 $329K 0.03% -38 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,356 shares; 2025Q1: 1,382 shares; 2025Q2: 1,361 shares; 2025Q3: 1,342 shares; 2025Q4: 1,310 shares 1,310 $329K 0.03% -32 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 525 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 898 shares; 2025Q4: 2,139 shares 2,139 $327K 0.03% +1,241 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,169 shares; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares 1,153 $324K 0.03% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 6,109 shares; 2025Q1: 7,974 shares; 2025Q2: 7,926 shares; 2025Q3: 8,673 shares; 2025Q4: 8,324 shares 8,324 $324K 0.03% -349 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,806 shares; 2024Q4: 20,849 shares; 2025Q1: 18,103 shares; 2025Q2: 18,597 shares; 2025Q3: 12,906 shares; 2025Q4: 7,982 shares 7,982 $322K 0.03% -4,924 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,358 shares; 2025Q1: 3,393 shares; 2025Q2: 4,311 shares; 2025Q3: 4,255 shares; 2025Q4: 3,697 shares 3,697 $322K 0.03% -558 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,092 shares; 2024Q4: 10,984 shares; 2025Q1: 14,513 shares; 2025Q2: 8,326 shares; 2025Q3: 8,575 shares; 2025Q4: 7,247 shares 7,247 $322K 0.03% -1,328 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,347 shares; 2024Q4: 8,571 shares; 2025Q1: 5,361 shares; 2025Q2: 3,553 shares; 2025Q3: 3,634 shares; 2025Q4: 4,110 shares 4,110 $319K 0.03% +476 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 3,855 shares; 2025Q1: 2,765 shares; 2025Q2: 4,115 shares; 2025Q3: 4,135 shares; 2025Q4: 4,445 shares 4,445 $318K 0.03% +310 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,938 shares; 2025Q1: 1,851 shares; 2025Q2: 2,310 shares; 2025Q3: 2,636 shares; 2025Q4: 2,641 shares 2,641 $316K 0.03% +5 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 5,495 shares; 2025Q1: 3,771 shares; 2025Q2: 3,087 shares; 2025Q3: 2,630 shares; 2025Q4: 2,284 shares 2,284 $316K 0.03% -346 Timeline SPVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 4,620 shares; 2025Q3: 4,620 shares; 2025Q4: 4,620 shares 4,620 $313K 0.03% 0 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,406 shares 11,406 $313K 0.03% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,200 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares 5,250 $312K 0.03% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,638 shares; 2025Q1: 2,497 shares; 2025Q2: 2,303 shares; 2025Q3: 2,306 shares; 2025Q4: 2,306 shares 2,306 $312K 0.03% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,912 shares; 2025Q3: 2,912 shares; 2025Q4: 3,147 shares 3,147 $312K 0.03% +235 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,454 shares; 2025Q1: 14,194 shares; 2025Q2: 14,709 shares; 2025Q3: 8,365 shares; 2025Q4: 11,103 shares 11,103 $312K 0.03% +2,738 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 4,590 shares; 2025Q2: 7,543 shares; 2025Q3: 4,874 shares; 2025Q4: 2,747 shares 2,747 $311K 0.03% -2,127 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 6,865 shares; 2025Q1: 6,442 shares; 2025Q2: 6,019 shares; 2025Q3: 6,019 shares; 2025Q4: 6,019 shares 6,019 $310K 0.03% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,843 shares; 2025Q1: 15,603 shares; 2025Q2: 15,230 shares; 2025Q3: 10,184 shares; 2025Q4: 13,356 shares 13,356 $309K 0.03% +3,172 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 2,754 shares; 2025Q1: 1,958 shares; 2025Q2: 2,216 shares; 2025Q3: 3,018 shares; 2025Q4: 3,594 shares 3,594 $308K 0.03% +576 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,213 shares; 2024Q4: 17,381 shares; 2025Q1: 17,381 shares; 2025Q2: 22,782 shares; 2025Q3: 22,782 shares; 2025Q4: 18,682 shares 18,682 $308K 0.03% -4,100 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 7,688 shares; 2025Q1: 7,979 shares; 2025Q2: 5,563 shares; 2025Q3: 5,672 shares; 2025Q4: 4,818 shares 4,818 $307K 0.03% -854 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 326 shares; 2025Q1: 321 shares; 2025Q2: 297 shares; 2025Q3: 326 shares; 2025Q4: 229 shares 229 $305K 0.03% -97 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,076 shares; 2024Q4: 25,986 shares; 2025Q1: 27,301 shares; 2025Q2: 28,611 shares; 2025Q3: 32,376 shares; 2025Q4: 36,509 shares 36,509 $304K 0.03% +4,133 IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 8,240 shares; 2025Q1: 11,200 shares; 2025Q2: 13,392 shares; 2025Q3: 11,983 shares; 2025Q4: 11,983 shares 11,983 $304K 0.03% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 971 shares; 2025Q1: 1,254 shares; 2025Q2: 1,215 shares; 2025Q3: 1,021 shares; 2025Q4: 1,033 shares 1,033 $303K 0.03% +12 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,884 shares; 2024Q4: 7,842 shares; 2025Q1: 8,046 shares; 2025Q2: 7,574 shares; 2025Q3: 5,996 shares; 2025Q4: 5,994 shares 5,994 $302K 0.03% -2 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,791 shares; 2024Q4: 9,944 shares; 2025Q1: 9,944 shares; 2025Q2: 9,944 shares; 2025Q3: 9,944 shares; 2025Q4: 13,485 shares 13,485 $302K 0.03% +3,541 Timeline Lytical Ventures CI Graylog… Lytical Ventures CI Graylog SPV, … More: the full row for Lytical Ventures CI Graylog SPV, LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares 300,000 $300K 0.03% new PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 3,244 shares; 2025Q1: 3,571 shares; 2025Q2: 3,627 shares; 2025Q3: 3,994 shares; 2025Q4: 3,735 shares 3,735 $300K 0.03% -259 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,677 shares; 2024Q4: 5,677 shares; 2025Q1: 5,677 shares; 2025Q2: 3,339 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares 3,345 $298K 0.03% 0 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 3,904 shares; 2025Q1: 3,856 shares; 2025Q2: 3,993 shares; 2025Q3: 3,010 shares; 2025Q4: 2,701 shares 2,701 $298K 0.03% -309 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,245 shares; 2025Q2: 1,535 shares; 2025Q3: 1,351 shares; 2025Q4: 1,226 shares 1,226 $298K 0.03% -125 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 2,164 shares; 2025Q1: 4,003 shares; 2025Q2: 4,102 shares; 2025Q3: 4,072 shares; 2025Q4: 3,719 shares 3,719 $297K 0.03% -353 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,373 shares; 2025Q3: 3,359 shares; 2025Q4: 3,240 shares 3,240 $296K 0.03% -119 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,865 shares; 2025Q1: 4,972 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 4,421 shares 4,421 $296K 0.03% -530 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,426 shares; 2024Q4: 14,642 shares; 2025Q1: 14,126 shares; 2025Q2: 11,418 shares; 2025Q3: 11,465 shares; 2025Q4: 11,226 shares 11,226 $293K 0.03% -239 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 5,413 shares; 2025Q1: 5,279 shares; 2025Q2: 5,279 shares; 2025Q3: 5,279 shares; 2025Q4: 5,863 shares 5,863 $293K 0.03% +584 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,742 shares; 2024Q4: 7,742 shares; 2025Q1: 9,283 shares; 2025Q2: 7,490 shares; 2025Q3: 9,273 shares; 2025Q4: 9,273 shares 9,273 $292K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 3,269 shares; 2025Q1: 3,624 shares; 2025Q2: 1,988 shares; 2025Q3: 1,961 shares; 2025Q4: 1,918 shares 1,918 $290K 0.03% -43 Timeline Abbett Trust Farms LLC Abbett Trust Farms LLC More: the full row for Abbett Trust Farms LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $290K 0.03% new NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,857 shares; 2024Q4: 28,598 shares; 2025Q1: 27,437 shares; 2025Q2: 21,948 shares; 2025Q3: 12,204 shares; 2025Q4: 5,683 shares 5,683 $289K 0.03% -6,521 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,676 shares; 2025Q1: 2,699 shares; 2025Q2: 1,741 shares; 2025Q3: 5,330 shares; 2025Q4: 6,009 shares 6,009 $289K 0.03% +679 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,124 shares; 2025Q3: 2,010 shares; 2025Q4: 2,228 shares 2,228 $289K 0.03% +218 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 533 shares; 2025Q3: 2,277 shares; 2025Q4: 2,276 shares 2,276 $288K 0.03% -1 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,600 shares; 2025Q4: 11,600 shares 11,600 $285K 0.02% +6,000 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 83 shares; 2025Q3: 1,543 shares; 2025Q4: 1,543 shares 1,543 $285K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,413 shares; 2024Q4: 16,441 shares; 2025Q1: 16,632 shares; 2025Q2: 16,538 shares; 2025Q3: 18,002 shares; 2025Q4: 21,556 shares 21,556 $283K 0.02% +3,554 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 3,442 shares; 2025Q1: 4,226 shares; 2025Q2: 4,202 shares; 2025Q3: 4,321 shares; 2025Q4: 4,340 shares 4,340 $282K 0.02% +19 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 1,813 shares; 2025Q1: 2,098 shares; 2025Q2: 4,087 shares; 2025Q3: 4,839 shares; 2025Q4: 4,970 shares 4,970 $281K 0.02% +131 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,978 shares; 2025Q1: 3,382 shares; 2025Q2: 3,281 shares; 2025Q3: 2,855 shares; 2025Q4: 1,520 shares 1,520 $281K 0.02% -1,335 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 5,593 shares; 2025Q4: 5,593 shares 5,593 $279K 0.02% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: 12,755 shares; 2025Q2: 9,803 shares; 2025Q3: 11,577 shares; 2025Q4: 11,456 shares 11,456 $278K 0.02% -121 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: 1,820 shares; 2025Q2: 3,017 shares; 2025Q3: 3,017 shares; 2025Q4: 3,017 shares 3,017 $277K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 706 shares; 2025Q1: 1,083 shares; 2025Q2: 686 shares; 2025Q3: 1,150 shares; 2025Q4: 2,008 shares 2,008 $277K 0.02% +858 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,150 shares; 2025Q1: 3,487 shares; 2025Q2: 3,460 shares; 2025Q3: 3,450 shares; 2025Q4: 3,108 shares 3,108 $276K 0.02% -342 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,388 shares; 2024Q4: 12,517 shares; 2025Q1: 11,794 shares; 2025Q2: 11,513 shares; 2025Q3: 2,907 shares; 2025Q4: 9,767 shares 9,767 $275K 0.02% +6,860 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,516 shares; 2025Q1: 1,582 shares; 2025Q2: 1,796 shares; 2025Q3: 1,783 shares; 2025Q4: 1,823 shares 1,823 $274K 0.02% +40 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,845 shares; 2025Q2: 2,845 shares; 2025Q3: 2,715 shares; 2025Q4: 2,560 shares 2,560 $273K 0.02% -155 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 5,581 shares; 2025Q1: 5,515 shares; 2025Q2: 5,268 shares; 2025Q3: 4,911 shares; 2025Q4: 4,239 shares 4,239 $273K 0.02% -672 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,603 shares; 2024Q4: 10,118 shares; 2025Q1: 10,118 shares; 2025Q2: 10,118 shares; 2025Q3: 10,329 shares; 2025Q4: 9,990 shares 9,990 $273K 0.02% -339 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,746 shares; 2025Q1: 1,557 shares; 2025Q2: 1,594 shares; 2025Q3: 1,736 shares; 2025Q4: 1,910 shares 1,910 $271K 0.02% +174 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 8,528 shares; 2025Q1: 15,551 shares; 2025Q2: 15,551 shares; 2025Q3: 15,551 shares; 2025Q4: 15,363 shares 15,363 $271K 0.02% -188 Timeline Peoria Rental Peoria Rental More: the full row for Peoria Rental Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $270K 0.02% new UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 843 shares; 2025Q3: 420 shares; 2025Q4: 3,416 shares 3,416 $270K 0.02% +2,996 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 7,112 shares; 2025Q1: 7,112 shares; 2025Q2: 7,239 shares; 2025Q3: 7,112 shares; 2025Q4: 7,112 shares 7,112 $269K 0.02% 0 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 9,353 shares; 2025Q1: 9,353 shares; 2025Q2: 10,353 shares; 2025Q3: 10,353 shares; 2025Q4: 11,353 shares 11,353 $268K 0.02% +1,000 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 1,534 shares; 2025Q1: 1,952 shares; 2025Q2: 4,142 shares; 2025Q3: 4,346 shares; 2025Q4: 3,642 shares 3,642 $268K 0.02% -704 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,611 shares; 2025Q1: 4,639 shares; 2025Q2: 4,694 shares; 2025Q3: 4,702 shares; 2025Q4: 4,644 shares 4,644 $267K 0.02% -58 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 4,339 shares; 2025Q1: 5,155 shares; 2025Q2: 3,295 shares; 2025Q3: 2,791 shares; 2025Q4: 2,676 shares 2,676 $266K 0.02% -115 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 5,490 shares; 2025Q1: 5,328 shares; 2025Q2: 5,328 shares; 2025Q3: 5,334 shares; 2025Q4: 5,334 shares 5,334 $266K 0.02% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,629 shares; 2025Q1: 1,441 shares; 2025Q2: 1,433 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares 1,432 $266K 0.02% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,150 shares; 2025Q1: 1,650 shares; 2025Q2: 1,676 shares; 2025Q3: 1,086 shares; 2025Q4: 1,097 shares 1,097 $265K 0.02% +11 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 820 shares; 2025Q1: 967 shares; 2025Q2: 863 shares; 2025Q3: 759 shares; 2025Q4: 848 shares 848 $265K 0.02% +89 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,888 shares; 2025Q4: 7,337 shares 7,337 $265K 0.02% -1,551 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 282 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218 $265K 0.02% 0 DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,693 shares; 2024Q4: 17,693 shares; 2025Q1: 17,693 shares; 2025Q2: 10,264 shares; 2025Q3: 8,559 shares; 2025Q4: 8,080 shares 8,080 $264K 0.02% -479 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 7,606 shares; 2025Q3: 7,606 shares; 2025Q4: 7,606 shares 7,606 $264K 0.02% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 2,140 shares; 2025Q1: 2,640 shares; 2025Q2: 12,321 shares; 2025Q3: 11,650 shares; 2025Q4: 10,028 shares 10,028 $264K 0.02% -1,622 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 1,970 shares; 2025Q1: 2,903 shares; 2025Q2: 2,644 shares; 2025Q3: 2,699 shares; 2025Q4: 2,555 shares 2,555 $262K 0.02% -144 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,015 shares; 2024Q4: 6,022 shares; 2025Q1: 6,117 shares; 2025Q2: 5,997 shares; 2025Q3: 4,060 shares; 2025Q4: 3,862 shares 3,862 $261K 0.02% -198 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,282 shares; 2025Q1: 2,098 shares; 2025Q2: 2,086 shares; 2025Q3: 2,053 shares; 2025Q4: 2,025 shares 2,025 $261K 0.02% -28 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,346 shares; 2024Q4: 36,984 shares; 2025Q1: 30,769 shares; 2025Q2: 32,026 shares; 2025Q3: 6,804 shares; 2025Q4: 7,053 shares 7,053 $261K 0.02% +249 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: 3,627 shares; 2025Q2: 7,627 shares; 2025Q3: 7,627 shares; 2025Q4: 7,627 shares 7,627 $260K 0.02% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,680 shares; 2024Q4: 12,181 shares; 2025Q1: 11,839 shares; 2025Q2: 10,972 shares; 2025Q3: 8,141 shares; 2025Q4: 7,905 shares 7,905 $259K 0.02% -236 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,076 shares; 2025Q1: 1,035 shares; 2025Q2: 1,032 shares; 2025Q3: 666 shares; 2025Q4: 1,225 shares 1,225 $258K 0.02% +559 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,558 shares 20,558 $258K 0.02% +558 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,787 shares; 2025Q1: 3,623 shares; 2025Q2: 1,620 shares; 2025Q3: 1,648 shares; 2025Q4: 2,045 shares 2,045 $257K 0.02% +397 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 6,494 shares; 2025Q1: 12,869 shares; 2025Q2: 13,369 shares; 2025Q3: 12,575 shares; 2025Q4: 13,075 shares 13,075 $256K 0.02% +500 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 86 shares; 2025Q1: 10 shares; 2025Q2: 271 shares; 2025Q3: 979 shares; 2025Q4: 979 shares 979 $256K 0.02% 0 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,747 shares; 2025Q4: 6,979 shares 6,979 $255K 0.02% +3,232 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 5,727 shares 5,727 $255K 0.02% +4,000 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,467 shares; 2025Q1: 3,502 shares; 2025Q2: 2,671 shares; 2025Q3: 2,545 shares; 2025Q4: 2,547 shares 2,547 $253K 0.02% +2 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,775 shares; 2025Q4: 2,439 shares 2,439 $253K 0.02% +664 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,169 shares; 2024Q4: 31,169 shares; 2025Q1: 29,287 shares; 2025Q2: 31,148 shares; 2025Q3: 31,148 shares; 2025Q4: 31,148 shares 31,148 $253K 0.02% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 6,652 shares; 2025Q1: 7,574 shares; 2025Q2: 9,739 shares; 2025Q3: 9,827 shares; 2025Q4: 9,827 shares 9,827 $252K 0.02% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 4,165 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 4,165 shares 4,165 $252K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 968 shares; 2025Q1: 1,236 shares; 2025Q2: 1,256 shares; 2025Q3: 1,238 shares; 2025Q4: 1,160 shares 1,160 $252K 0.02% -78 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 4,000 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $251K 0.02% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,488 shares; 2025Q1: 1,860 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 2,611 shares 2,611 $251K 0.02% +367 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,178 shares; 2024Q4: 11,434 shares; 2025Q1: 12,812 shares; 2025Q2: 3,085 shares; 2025Q3: 2,679 shares; 2025Q4: 2,529 shares 2,529 $251K 0.02% -150 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,914 shares; 2024Q4: 16,914 shares; 2025Q1: 16,914 shares; 2025Q2: 16,914 shares; 2025Q3: 17,850 shares; 2025Q4: 16,914 shares 16,914 $250K 0.02% -936 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,914 shares; 2025Q1: 3,869 shares; 2025Q2: 3,852 shares; 2025Q3: 3,915 shares; 2025Q4: 3,939 shares 3,939 $250K 0.02% +24 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 509 shares; 2025Q1: 511 shares; 2025Q2: 557 shares; 2025Q3: 628 shares; 2025Q4: 651 shares 651 $250K 0.02% +23 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,733 shares; 2025Q1: 11,276 shares; 2025Q2: 7,780 shares; 2025Q3: 7,685 shares; 2025Q4: 6,033 shares 6,033 $249K 0.02% -1,652 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 7,419 shares; 2025Q1: 7,664 shares; 2025Q2: 8,049 shares; 2025Q3: 6,329 shares; 2025Q4: 7,042 shares 7,042 $248K 0.02% +713 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,720 shares; 2024Q4: 16,899 shares; 2025Q1: 19,634 shares; 2025Q2: 19,634 shares; 2025Q3: 19,634 shares; 2025Q4: 18,734 shares 18,734 $247K 0.02% -900 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: 10,960 shares; 2025Q1: 11,460 shares; 2025Q2: 11,460 shares; 2025Q3: 12,669 shares; 2025Q4: 11,941 shares 11,941 $246K 0.02% -728 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,847 shares; 2024Q4: 6,847 shares; 2025Q1: 6,847 shares; 2025Q2: 3,293 shares; 2025Q3: 3,122 shares; 2025Q4: 3,122 shares 3,122 $245K 0.02% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 553 shares; 2025Q1: 522 shares; 2025Q2: 712 shares; 2025Q3: 853 shares; 2025Q4: 813 shares 813 $245K 0.02% -40 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 958 shares; 2025Q1: 965 shares; 2025Q2: 986 shares; 2025Q3: 532 shares; 2025Q4: 540 shares 540 $245K 0.02% +8 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 167 shares; 2025Q1: 150 shares; 2025Q2: 496 shares; 2025Q3: 4,509 shares; 2025Q4: 4,972 shares 4,972 $244K 0.02% +463 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,439 shares; 2025Q1: 1,730 shares; 2025Q2: 1,444 shares; 2025Q3: 1,446 shares; 2025Q4: 1,461 shares 1,461 $244K 0.02% +15 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,523 shares; 2025Q1: 4,220 shares; 2025Q2: 5,808 shares; 2025Q3: 4,916 shares; 2025Q4: 5,019 shares 5,019 $243K 0.02% +103 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,071 shares; 2025Q1: 7,071 shares; 2025Q2: 4,620 shares; 2025Q3: 4,620 shares; 2025Q4: 4,620 shares 4,620 $243K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,022 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 804 shares 804 $243K 0.02% -200 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 3,660 shares; 2025Q1: 4,890 shares; 2025Q2: 5,182 shares; 2025Q3: 7,960 shares; 2025Q4: 6,143 shares 6,143 $242K 0.02% -1,817 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,361 shares 9,361 $240K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 1,350 shares; 2025Q1: 1,774 shares; 2025Q2: 1,305 shares; 2025Q3: 1,944 shares; 2025Q4: 1,879 shares 1,879 $240K 0.02% -65 Timeline ECFT Corona, LLC ECFT Corona, LLC More: the full row for ECFT Corona, LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $238K 0.02% 0 GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 992 shares; 2025Q1: 1,040 shares; 2025Q2: 1,022 shares; 2025Q3: 2,022 shares; 2025Q4: 3,074 shares 3,074 $238K 0.02% +1,052 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 4,548 shares; 2025Q1: 6,266 shares; 2025Q2: 6,288 shares; 2025Q3: 6,305 shares; 2025Q4: 6,305 shares 6,305 $237K 0.02% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,592 shares; 2025Q1: 1,580 shares; 2025Q2: 1,623 shares; 2025Q3: 1,560 shares; 2025Q4: 1,510 shares 1,510 $237K 0.02% -50 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: 6,116 shares; 2025Q4: 6,667 shares 6,667 $237K 0.02% +551 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,227 shares; 2025Q1: 2,673 shares; 2025Q2: 2,503 shares; 2025Q3: 2,271 shares; 2025Q4: 2,271 shares 2,271 $236K 0.02% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 754 shares; 2025Q3: 755 shares; 2025Q4: 751 shares 751 $235K 0.02% -4 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares 1,660 $234K 0.02% 0 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 4,300 shares; 2025Q4: 4,800 shares 4,800 $234K 0.02% +500 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,282 shares; 2024Q4: 8,998 shares; 2025Q1: 9,030 shares; 2025Q2: 8,998 shares; 2025Q3: 6,206 shares; 2025Q4: 6,230 shares 6,230 $233K 0.02% +24 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,609 shares; 2025Q1: 2,900 shares; 2025Q2: 7,475 shares; 2025Q3: 7,120 shares; 2025Q4: 5,801 shares 5,801 $233K 0.02% -1,319 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 212 shares; 2025Q1: 220 shares; 2025Q2: 655 shares; 2025Q3: 838 shares; 2025Q4: 863 shares 863 $232K 0.02% +25 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,005 shares; 2025Q1: 2,844 shares; 2025Q2: 2,821 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares 2,867 $231K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,634 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares 1,634 $231K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 4,790 shares; 2025Q1: 5,183 shares; 2025Q2: 4,891 shares; 2025Q3: 4,112 shares; 2025Q4: 3,941 shares 3,941 $231K 0.02% -171 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,578 shares; 2025Q1: 6,578 shares; 2025Q2: 6,578 shares; 2025Q3: 6,578 shares; 2025Q4: 6,578 shares 6,578 $230K 0.02% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,687 shares 6,687 $230K 0.02% new Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,266 shares 9,266 $230K 0.02% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 2,716 shares; 2025Q1: 3,325 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,561 shares 3,561 $229K 0.02% -339 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,741 shares; 2025Q1: 2,793 shares; 2025Q2: 2,793 shares; 2025Q3: 2,793 shares; 2025Q4: 2,829 shares 2,829 $229K 0.02% +36 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,499 shares; 2025Q1: 2,499 shares; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares; 2025Q4: 2,499 shares 2,499 $228K 0.02% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 318 shares; 2025Q1: 1,082 shares; 2025Q2: 2,308 shares; 2025Q3: 2,218 shares; 2025Q4: 5,320 shares 5,320 $226K 0.02% +3,102 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,833 shares; 2025Q1: 2,577 shares; 2025Q2: 2,577 shares; 2025Q3: 2,577 shares; 2025Q4: 2,793 shares 2,793 $226K 0.02% +216 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,503 shares; 2025Q1: 3,439 shares; 2025Q2: 3,403 shares; 2025Q3: 3,115 shares; 2025Q4: 2,553 shares 2,553 $225K 0.02% -562 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 7,948 shares; 2025Q1: 9,187 shares; 2025Q2: 8,883 shares; 2025Q3: 8,809 shares; 2025Q4: 8,809 shares 8,809 $225K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 390 shares; 2025Q1: 405 shares; 2025Q2: 307 shares; 2025Q3: 339 shares; 2025Q4: 360 shares 360 $224K 0.02% +21 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 1,229 shares; 2025Q2: 3,145 shares; 2025Q3: 2,621 shares; 2025Q4: 2,448 shares 2,448 $224K 0.02% -173 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $223K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 721 shares; 2025Q1: 1,622 shares; 2025Q2: 1,659 shares; 2025Q3: 1,694 shares; 2025Q4: 1,095 shares 1,095 $222K 0.02% -599 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 5,079 shares; 2025Q1: 5,079 shares; 2025Q2: 4,843 shares; 2025Q3: 4,921 shares; 2025Q4: 4,344 shares 4,344 $222K 0.02% -577 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 2,778 shares; 2025Q4: 2,765 shares 2,765 $222K 0.02% -13 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 613 shares; 2025Q1: 453 shares; 2025Q2: 402 shares; 2025Q3: 488 shares; 2025Q4: 1,314 shares 1,314 $222K 0.02% +826 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 379 shares; 2025Q1: 394 shares; 2025Q2: 929 shares; 2025Q3: 948 shares; 2025Q4: 1,190 shares 1,190 $221K 0.02% +242 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 5,489 shares; 2025Q1: 5,427 shares; 2025Q2: 5,935 shares; 2025Q3: 5,935 shares; 2025Q4: 5,197 shares 5,197 $219K 0.02% -738 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 2,854 shares; 2025Q1: 3,412 shares; 2025Q2: 2,854 shares; 2025Q3: 2,854 shares; 2025Q4: 2,854 shares 2,854 $218K 0.02% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,125 shares; 2024Q4: 13,678 shares; 2025Q1: 12,336 shares; 2025Q2: 8,950 shares; 2025Q3: 7,667 shares; 2025Q4: 7,407 shares 7,407 $217K 0.02% -260 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,704 shares; 2025Q1: 7,204 shares; 2025Q2: 9,750 shares; 2025Q3: 9,754 shares; 2025Q4: 10,345 shares 10,345 $217K 0.02% +591 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,816 shares; 2024Q4: 14,068 shares; 2025Q1: 10,944 shares; 2025Q2: 9,430 shares; 2025Q3: 8,830 shares; 2025Q4: 8,996 shares 8,996 $216K 0.02% +166 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 6,540 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 6,540 shares 6,540 $215K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 717 shares; 2025Q4: 949 shares 949 $215K 0.02% +232 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: 901 shares; 2025Q2: 3,263 shares; 2025Q3: 3,263 shares; 2025Q4: 3,189 shares 3,189 $212K 0.02% -74 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 1,522 shares; 2025Q4: 1,474 shares 1,474 $212K 0.02% -48 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 3,886 shares; 2025Q1: 4,564 shares; 2025Q2: 4,915 shares; 2025Q3: 4,735 shares; 2025Q4: 4,568 shares 4,568 $211K 0.02% -167 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: 4,772 shares; 2025Q1: 4,695 shares; 2025Q2: 4,774 shares; 2025Q3: 4,774 shares; 2025Q4: 3,851 shares 3,851 $211K 0.02% -923 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares 2,640 $211K 0.02% 0 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,515 shares; 2025Q2: 3,954 shares; 2025Q3: 3,954 shares; 2025Q4: 4,639 shares 4,639 $210K 0.02% +685 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,363 shares; 2025Q1: 1,482 shares; 2025Q2: 2,742 shares; 2025Q3: 1,460 shares; 2025Q4: 1,317 shares 1,317 $210K 0.02% -143 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,040 shares; 2025Q1: 945 shares; 2025Q2: 883 shares; 2025Q3: 878 shares; 2025Q4: 866 shares 866 $209K 0.02% -12 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,057 shares; 2025Q4: 1,916 shares 1,916 $208K 0.02% -141 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 5,366 shares; 2025Q1: 6,668 shares; 2025Q2: 1,891 shares; 2025Q3: 991 shares; 2025Q4: 3,645 shares 3,645 $208K 0.02% +2,654 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 1,866 shares; 2025Q1: 541 shares; 2025Q2: 2,426 shares; 2025Q3: 3,351 shares; 2025Q4: 3,209 shares 3,209 $208K 0.02% -142 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,730 shares; 2025Q4: 6,282 shares 6,282 $208K 0.02% +1,552 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 7,403 shares 7,403 $208K 0.02% +2,403 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 5,086 shares; 2025Q1: 4,685 shares; 2025Q2: 4,624 shares; 2025Q3: 4,429 shares; 2025Q4: 3,691 shares 3,691 $208K 0.02% -738 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,757 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares 2,657 $206K 0.02% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,427 shares; 2024Q4: 3,759 shares; 2025Q1: 4,550 shares; 2025Q2: 5,735 shares; 2025Q3: 5,251 shares; 2025Q4: 4,365 shares 4,365 $205K 0.02% -886 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,992 shares; 2025Q1: 4,996 shares; 2025Q2: 9,713 shares; 2025Q3: 9,713 shares; 2025Q4: 8,804 shares 8,804 $205K 0.02% -909 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $205K 0.02% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,992 shares 11,992 $205K 0.02% new Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,305 shares; 2025Q4: 4,305 shares 4,305 $205K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 774 shares; 2025Q1: 1,041 shares; 2025Q2: 924 shares; 2025Q3: 1,189 shares; 2025Q4: 906 shares 906 $204K 0.02% -283 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,757 shares; 2025Q4: 9,757 shares 9,757 $203K 0.02% 0 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 10,188 shares; 2025Q1: 10,291 shares; 2025Q2: 9,281 shares; 2025Q3: 9,281 shares; 2025Q4: 7,991 shares 7,991 $201K 0.02% -1,290 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,667 shares; 2025Q1: 5,651 shares; 2025Q2: 2,814 shares; 2025Q3: 1,998 shares; 2025Q4: 1,966 shares 1,966 $201K 0.02% -32 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 652 shares; 2025Q1: 2,139 shares; 2025Q2: 2,596 shares; 2025Q3: 1,829 shares; 2025Q4: 775 shares 775 $201K 0.02% -1,054 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 599 shares; 2025Q3: 2,804 shares; 2025Q4: 2,658 shares 2,658 $201K 0.02% -146 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 3,530 shares; 2025Q1: 4,026 shares; 2025Q2: 3,678 shares; 2025Q3: 3,680 shares; 2025Q4: 2,157 shares 2,157 $201K 0.02% -1,523 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,705 shares; 2025Q1: 1,680 shares; 2025Q2: 4,210 shares; 2025Q3: 4,729 shares; 2025Q4: 4,492 shares 4,492 $199K 0.02% -237 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,282 shares; 2025Q1: 2,508 shares; 2025Q2: 1,874 shares; 2025Q3: 2,051 shares; 2025Q4: 2,051 shares 2,051 $199K 0.02% 0 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 9,517 shares; 2025Q3: 9,017 shares; 2025Q4: 9,017 shares 9,017 $198K 0.02% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 1,105 shares; 2025Q3: 7,004 shares; 2025Q4: 4,073 shares 4,073 $198K 0.02% -2,931 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 2,537 shares; 2025Q1: 4,750 shares; 2025Q2: 2,746 shares; 2025Q3: 2,691 shares; 2025Q4: 2,485 shares 2,485 $198K 0.02% -206 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares 2,349 $198K 0.02% 0 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $198K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,744 shares; 2025Q1: 3,753 shares; 2025Q2: 4,204 shares; 2025Q3: 4,040 shares; 2025Q4: 2,324 shares 2,324 $197K 0.02% -1,716 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,690 shares; 2025Q1: 3,226 shares; 2025Q2: 2,462 shares; 2025Q3: 2,325 shares; 2025Q4: 2,326 shares 2,326 $197K 0.02% +1 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,801 shares; 2025Q1: 2,759 shares; 2025Q2: 4,618 shares; 2025Q3: 4,236 shares; 2025Q4: 4,377 shares 4,377 $196K 0.02% +141 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,423 shares; 2025Q1: 1,723 shares; 2025Q2: 1,890 shares; 2025Q3: 1,994 shares; 2025Q4: 1,994 shares 1,994 $196K 0.02% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 6,720 shares; 2025Q1: 6,720 shares; 2025Q2: 6,720 shares; 2025Q3: 6,720 shares; 2025Q4: 6,720 shares 6,720 $195K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 6,998 shares; 2025Q1: 6,918 shares; 2025Q2: 6,232 shares; 2025Q3: 6,903 shares; 2025Q4: 7,190 shares 7,190 $195K 0.02% +287 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 407 shares; 2025Q1: 673 shares; 2025Q2: 744 shares; 2025Q3: 2,145 shares; 2025Q4: 950 shares 950 $195K 0.02% -1,195 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 200 shares; 2025Q1: 208 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 193 shares 193 $195K 0.02% -5 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 948 shares; 2025Q2: 905 shares; 2025Q3: 1,116 shares; 2025Q4: 1,142 shares 1,142 $195K 0.02% +26 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,788 shares; 2025Q1: 2,444 shares; 2025Q2: 2,522 shares; 2025Q3: 2,428 shares; 2025Q4: 2,502 shares 2,502 $194K 0.02% +74 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,434 shares; 2025Q1: 3,121 shares; 2025Q2: 2,884 shares; 2025Q3: 2,616 shares; 2025Q4: 2,235 shares 2,235 $193K 0.02% -381 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,525 shares; 2024Q4: 10,185 shares; 2025Q1: 10,185 shares; 2025Q2: 10,185 shares; 2025Q3: 10,034 shares; 2025Q4: 10,034 shares 10,034 $193K 0.02% 0 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,506 shares; 2025Q1: 5,506 shares; 2025Q2: 4,306 shares; 2025Q3: 4,306 shares; 2025Q4: 4,306 shares 4,306 $192K 0.02% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 3,847 shares; 2025Q1: 4,387 shares; 2025Q2: 4,282 shares; 2025Q3: 3,447 shares; 2025Q4: 2,930 shares 2,930 $192K 0.02% -517 Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,244 shares 2,244 $190K 0.02% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 4,134 shares 4,134 $190K 0.02% +2,299 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,105 shares; 2025Q1: 1,752 shares; 2025Q2: 3,439 shares; 2025Q3: 6,534 shares; 2025Q4: 6,206 shares 6,206 $190K 0.02% -328 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,772 shares 9,772 $189K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,076 shares; 2025Q3: 1,179 shares; 2025Q4: 1,086 shares 1,086 $188K 0.02% -93 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,338 shares; 2024Q4: 10,229 shares; 2025Q1: 10,085 shares; 2025Q2: 10,299 shares; 2025Q3: 7,727 shares; 2025Q4: 6,878 shares 6,878 $187K 0.02% -849 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,822 shares; 2025Q1: 2,572 shares; 2025Q2: 2,983 shares; 2025Q3: 3,907 shares; 2025Q4: 3,869 shares 3,869 $186K 0.02% -38 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,137 shares; 2025Q1: 2,614 shares; 2025Q2: 2,591 shares; 2025Q3: 2,451 shares; 2025Q4: 2,760 shares 2,760 $186K 0.02% +309 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,020 shares; 2025Q1: 1,018 shares; 2025Q2: 1,936 shares; 2025Q3: 1,737 shares; 2025Q4: 1,849 shares 1,849 $185K 0.02% +112 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,126 shares; 2024Q4: 40,126 shares; 2025Q1: 45,999 shares; 2025Q2: 10,324 shares; 2025Q3: 10,324 shares; 2025Q4: 10,439 shares 10,439 $184K 0.02% +115 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,448 shares; 2025Q1: 4,204 shares; 2025Q2: 3,993 shares; 2025Q3: 3,644 shares; 2025Q4: 2,949 shares 2,949 $184K 0.02% -695 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,260 shares 7,260 $183K 0.02% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,538 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,456 shares 2,456 $183K 0.02% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,617 shares; 2024Q4: 11,651 shares; 2025Q1: 11,276 shares; 2025Q2: 6,153 shares; 2025Q3: 5,888 shares; 2025Q4: 5,944 shares 5,944 $183K 0.02% +56 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 2,274 shares; 2025Q1: 2,437 shares; 2025Q2: 2,238 shares; 2025Q3: 2,500 shares; 2025Q4: 2,377 shares 2,377 $182K 0.02% -123 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,948 shares; 2025Q2: 1,929 shares; 2025Q3: 2,338 shares; 2025Q4: 2,330 shares 2,330 $181K 0.02% -8 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,224 shares; 2024Q4: 17,039 shares; 2025Q1: 15,129 shares; 2025Q2: 4,249 shares; 2025Q3: 5,015 shares; 2025Q4: 5,154 shares 5,154 $181K 0.02% +139 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 3,681 shares 3,681 $181K 0.02% +3,133 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 9,293 shares; 2025Q1: 9,293 shares; 2025Q2: 9,293 shares; 2025Q3: 9,293 shares; 2025Q4: 9,293 shares 9,293 $180K 0.02% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,443 shares; 2025Q4: 3,488 shares 3,488 $180K 0.02% +45 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 4,734 shares; 2025Q1: 4,547 shares; 2025Q2: 6,228 shares; 2025Q3: 6,065 shares; 2025Q4: 4,928 shares 4,928 $179K 0.02% -1,137 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,368 shares; 2025Q1: 1,527 shares; 2025Q2: 1,372 shares; 2025Q3: 1,374 shares; 2025Q4: 1,452 shares 1,452 $179K 0.02% +78 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 11,330 shares; 2025Q2: 11,330 shares; 2025Q3: 11,330 shares; 2025Q4: 12,620 shares 12,620 $178K 0.02% +1,290 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 4,914 shares; 2025Q1: 5,412 shares; 2025Q2: 5,412 shares; 2025Q3: 5,412 shares; 2025Q4: 4,852 shares 4,852 $178K 0.02% -560 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,127 shares; 2025Q2: 4,127 shares; 2025Q3: 9,407 shares; 2025Q4: 9,407 shares 9,407 $177K 0.02% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,723 shares; 2024Q4: 22,723 shares; 2025Q1: 20,702 shares; 2025Q2: 8,092 shares; 2025Q3: 7,658 shares; 2025Q4: 7,829 shares 7,829 $177K 0.02% +171 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,029 shares; 2025Q3: 1,026 shares; 2025Q4: 1,099 shares 1,099 $177K 0.02% +73 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,091 shares; 2024Q4: 44,307 shares; 2025Q1: 19,153 shares; 2025Q2: 17,669 shares; 2025Q3: 17,669 shares; 2025Q4: 16,469 shares 16,469 $177K 0.02% -1,200 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,854 shares; 2025Q1: 3,250 shares; 2025Q2: 3,581 shares; 2025Q3: 2,672 shares; 2025Q4: 2,479 shares 2,479 $176K 0.02% -193 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,698 shares; 2024Q4: 7,698 shares; 2025Q1: 4,155 shares; 2025Q2: 3,072 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares 3,072 $175K 0.02% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 2,265 shares; 2025Q1: 2,265 shares; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares 2,265 $174K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 4,128 shares; 2025Q1: 3,433 shares; 2025Q2: 3,433 shares; 2025Q3: 3,045 shares; 2025Q4: 3,045 shares 3,045 $174K 0.02% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 824 shares; 2025Q1: 724 shares; 2025Q2: 469 shares; 2025Q3: 483 shares; 2025Q4: 686 shares 686 $174K 0.02% +203 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 7,635 shares; 2025Q1: 7,635 shares; 2025Q2: 8,320 shares; 2025Q3: 9,584 shares; 2025Q4: 8,792 shares 8,792 $174K 0.02% -792 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,258 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares 1,104 $173K 0.02% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 4,565 shares; 2025Q1: 4,481 shares; 2025Q2: 4,551 shares; 2025Q3: 4,458 shares; 2025Q4: 4,427 shares 4,427 $173K 0.02% -31 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 674 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $173K 0.02% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 201 shares; 2025Q1: 215 shares; 2025Q2: 166 shares; 2025Q3: 219 shares; 2025Q4: 297 shares 297 $172K 0.02% +78 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 596 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 3,857 shares 3,857 $172K 0.02% +3,311 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 1,944 shares; 2025Q3: 1,944 shares; 2025Q4: 2,934 shares 2,934 $171K 0.01% +990 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 1,503 shares; 2025Q1: 1,436 shares; 2025Q2: 953 shares; 2025Q3: 1,097 shares; 2025Q4: 709 shares 709 $171K 0.01% -388 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 7,891 shares; 2025Q1: 7,891 shares; 2025Q2: 3,947 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares 3,947 $171K 0.01% 0 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 4,397 shares; 2025Q2: 7,012 shares; 2025Q3: 6,998 shares; 2025Q4: 3,682 shares 3,682 $171K 0.01% -3,316 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,775 shares; 2024Q4: 18,775 shares; 2025Q1: 16,075 shares; 2025Q2: 12,125 shares; 2025Q3: 7,225 shares; 2025Q4: 7,225 shares 7,225 $171K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,556 shares; 2025Q1: 4,142 shares; 2025Q2: 3,863 shares; 2025Q3: 3,679 shares; 2025Q4: 4,363 shares 4,363 $171K 0.01% +684 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,217 shares; 2025Q1: 6,690 shares; 2025Q2: 6,514 shares; 2025Q3: 2,271 shares; 2025Q4: 2,271 shares 2,271 $168K 0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: 5,465 shares; 2025Q1: 4,114 shares; 2025Q2: 4,242 shares; 2025Q3: 4,242 shares; 2025Q4: 4,242 shares 4,242 $168K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 2,854 shares; 2025Q1: 2,305 shares; 2025Q2: 2,405 shares; 2025Q3: 2,320 shares; 2025Q4: 2,025 shares 2,025 $168K 0.01% -295 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 7,484 shares; 2025Q3: 7,484 shares; 2025Q4: 7,484 shares 7,484 $166K 0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 2,065 shares; 2025Q1: 2,689 shares; 2025Q2: 2,105 shares; 2025Q3: 1,909 shares; 2025Q4: 1,795 shares 1,795 $166K 0.01% -114 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,533 shares; 2025Q1: 1,607 shares; 2025Q2: 1,308 shares; 2025Q3: 1,273 shares; 2025Q4: 1,271 shares 1,271 $166K 0.01% -2 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,855 shares; 2024Q4: 8,063 shares; 2025Q1: 8,446 shares; 2025Q2: 8,085 shares; 2025Q3: 6,592 shares; 2025Q4: 7,080 shares 7,080 $166K 0.01% +488 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 3,775 shares; 2025Q1: 3,370 shares; 2025Q2: 3,705 shares; 2025Q3: 2,734 shares; 2025Q4: 1,770 shares 1,770 $165K 0.01% -964 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $165K 0.01% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,350 shares; 2024Q4: 17,350 shares; 2025Q1: 17,350 shares; 2025Q2: 5,183 shares; 2025Q3: 5,183 shares; 2025Q4: 5,183 shares 5,183 $165K 0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $162K 0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,374 shares; 2025Q1: 1,628 shares; 2025Q2: 2,195 shares; 2025Q3: 1,983 shares; 2025Q4: 1,951 shares 1,951 $161K 0.01% -32 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 1,067 shares; 2025Q1: 941 shares; 2025Q2: 771 shares; 2025Q3: 956 shares; 2025Q4: 1,974 shares 1,974 $159K 0.01% +1,018 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,177 shares; 2025Q1: 8,943 shares; 2025Q2: 2,460 shares; 2025Q3: 6,285 shares; 2025Q4: 6,330 shares 6,330 $159K 0.01% +45 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,331 shares; 2025Q1: 3,510 shares; 2025Q2: 3,075 shares; 2025Q3: 2,924 shares; 2025Q4: 3,119 shares 3,119 $158K 0.01% +195 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 961 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 901 shares 901 $158K 0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,041 shares; 2025Q1: 6,051 shares; 2025Q2: 6,287 shares; 2025Q3: 6,281 shares; 2025Q4: 6,205 shares 6,205 $158K 0.01% -76 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 2,133 shares; 2025Q1: 2,672 shares; 2025Q2: 2,463 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares 2,605 $158K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,446 shares; 2025Q3: 1,153 shares; 2025Q4: 1,179 shares 1,179 $157K 0.01% +26 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 4,405 shares; 2025Q1: 5,124 shares; 2025Q2: 4,728 shares; 2025Q3: 4,679 shares; 2025Q4: 3,990 shares 3,990 $157K 0.01% -689 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 2,147 shares; 2025Q1: 2,247 shares; 2025Q2: 1,900 shares; 2025Q3: 1,925 shares; 2025Q4: 1,961 shares 1,961 $157K 0.01% +36 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,012 shares; 2025Q1: 6,012 shares; 2025Q2: 6,012 shares; 2025Q3: 6,012 shares; 2025Q4: 6,917 shares 6,917 $156K 0.01% +905 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,901 shares; 2024Q4: 9,678 shares; 2025Q1: 3,507 shares; 2025Q2: 4,955 shares; 2025Q3: 4,315 shares; 2025Q4: 4,315 shares 4,315 $155K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 356 shares; 2025Q1: 359 shares; 2025Q2: 330 shares; 2025Q3: 333 shares; 2025Q4: 348 shares 348 $155K 0.01% +15 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,438 shares; 2025Q1: 1,438 shares; 2025Q2: not reported; 2025Q3: 710 shares; 2025Q4: 2,637 shares 2,637 $155K 0.01% +1,927 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $154K 0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 904 shares; 2025Q4: 1,236 shares 1,236 $154K 0.01% +332 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,754 shares; 2025Q1: 1,829 shares; 2025Q2: 1,969 shares; 2025Q3: 1,826 shares; 2025Q4: 1,459 shares 1,459 $153K 0.01% -367 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,628 shares; 2025Q1: 1,730 shares; 2025Q2: 1,652 shares; 2025Q3: 1,517 shares; 2025Q4: 1,913 shares 1,913 $153K 0.01% +396 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 145 shares; 2025Q1: 164 shares; 2025Q2: 191 shares; 2025Q3: 193 shares; 2025Q4: 198 shares 198 $153K 0.01% +5 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,404 shares; 2025Q1: 3,404 shares; 2025Q2: 3,358 shares; 2025Q3: 3,645 shares; 2025Q4: 3,199 shares 3,199 $152K 0.01% -446 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,743 shares; 2025Q1: 922 shares; 2025Q2: 277 shares; 2025Q3: 3,342 shares; 2025Q4: 4,119 shares 4,119 $152K 0.01% +777 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,146 shares; 2025Q1: 1,146 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares 1,146 $151K 0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,426 shares; 2025Q1: 1,252 shares; 2025Q2: 4,585 shares; 2025Q3: 3,245 shares; 2025Q4: 3,145 shares 3,145 $151K 0.01% -100 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 734 shares 734 $150K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,721 shares; 2025Q1: 3,217 shares; 2025Q2: 3,212 shares; 2025Q3: 2,882 shares; 2025Q4: 3,210 shares 3,210 $150K 0.01% +328 Timeline AMG PANTHEON FUND, LLC - V1… AMG PANTHEON FUND, LLC - V101 More: the full row for AMG PANTHEON FUND, LLC - V101 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,272 shares 5,272 $150K 0.01% new AMG PANTHEON FUND, LLC - M1… AMG PANTHEON FUND, LLC - M101 More: the full row for AMG PANTHEON FUND, LLC - M101 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,272 shares 5,272 $150K 0.01% new BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 8,972 shares; 2025Q1: 9,182 shares; 2025Q2: 5,327 shares; 2025Q3: 5,202 shares; 2025Q4: 4,273 shares 4,273 $148K 0.01% -929 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 450 shares; 2025Q1: 433 shares; 2025Q2: 586 shares; 2025Q3: 444 shares; 2025Q4: 501 shares 501 $148K 0.01% +57 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,762 shares; 2025Q1: 1,913 shares; 2025Q2: 1,423 shares; 2025Q3: 1,776 shares; 2025Q4: 1,783 shares 1,783 $148K 0.01% +7 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,646 shares 1,646 $148K 0.01% new Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 353 shares; 2025Q1: 2,306 shares; 2025Q2: 6,673 shares; 2025Q3: 6,673 shares; 2025Q4: 3,629 shares 3,629 $147K 0.01% -3,044 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,856 shares; 2025Q1: 3,062 shares; 2025Q2: 926 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $147K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 268 shares; 2025Q1: 394 shares; 2025Q2: 361 shares; 2025Q3: 3,320 shares; 2025Q4: 311 shares 311 $146K 0.01% -3,009 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,838 shares; 2025Q4: 2,829 shares 2,829 $145K 0.01% -9 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $145K 0.01% 0 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $145K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 1,270 shares; 2025Q3: 1,471 shares; 2025Q4: 1,537 shares 1,537 $145K 0.01% +66 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 5,598 shares; 2025Q1: 5,798 shares; 2025Q2: 5,453 shares; 2025Q3: 5,472 shares; 2025Q4: 5,688 shares 5,688 $145K 0.01% +216 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 2,152 shares; 2025Q1: 2,095 shares; 2025Q2: 1,746 shares; 2025Q3: 1,711 shares; 2025Q4: 1,814 shares 1,814 $144K 0.01% +103 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 3,440 shares; 2025Q1: 3,571 shares; 2025Q2: 3,099 shares; 2025Q3: 2,944 shares; 2025Q4: 2,869 shares 2,869 $143K 0.01% -75 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 554 shares; 2025Q2: 1,107 shares; 2025Q3: 3,626 shares; 2025Q4: 2,568 shares 2,568 $143K 0.01% -1,058 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 4,562 shares; 2025Q3: 4,562 shares; 2025Q4: 4,562 shares 4,562 $142K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,849 shares; 2025Q1: 3,152 shares; 2025Q2: 2,849 shares; 2025Q3: 2,862 shares; 2025Q4: 3,447 shares 3,447 $142K 0.01% +585 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,793 shares; 2025Q1: 3,739 shares; 2025Q2: 1,963 shares; 2025Q3: 2,376 shares; 2025Q4: 3,247 shares 3,247 $142K 0.01% +871 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 321 shares; 2025Q3: 2,695 shares; 2025Q4: 2,808 shares 2,808 $142K 0.01% +113 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,360 shares; 2025Q1: 1,653 shares; 2025Q2: 3,290 shares; 2025Q3: 3,277 shares; 2025Q4: 3,688 shares 3,688 $141K 0.01% +411 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $141K 0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 6,710 shares; 2025Q1: 6,345 shares; 2025Q2: 2,652 shares; 2025Q3: 2,336 shares; 2025Q4: 2,753 shares 2,753 $141K 0.01% +417 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,234 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 2,663 shares 2,663 $141K 0.01% +1,563 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 10,616 shares; 2025Q4: 10,616 shares 10,616 $140K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,096 shares; 2025Q1: 643 shares; 2025Q2: 635 shares; 2025Q3: 676 shares; 2025Q4: 674 shares 674 $139K 0.01% -2 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 1,235 shares; 2025Q1: 1,243 shares; 2025Q2: 1,255 shares; 2025Q3: 1,267 shares; 2025Q4: 964 shares 964 $138K 0.01% -303 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,914 shares; 2025Q3: 2,914 shares; 2025Q4: 2,914 shares 2,914 $138K 0.01% 0 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $138K 0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 782 shares; 2025Q1: 923 shares; 2025Q2: 655 shares; 2025Q3: 5,724 shares; 2025Q4: 1,209 shares 1,209 $137K 0.01% -4,515 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,809 shares; 2025Q2: 2,309 shares; 2025Q3: 2,959 shares; 2025Q4: 3,309 shares 3,309 $137K 0.01% +350 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950 $137K 0.01% 0 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,930 shares; 2025Q1: 5,201 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 2,849 shares 2,849 $137K 0.01% -471 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,801 shares; 2025Q1: 3,526 shares; 2025Q2: 3,580 shares; 2025Q3: 4,234 shares; 2025Q4: 4,734 shares 4,734 $136K 0.01% +500 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 9 shares; 2025Q1: 2,788 shares; 2025Q2: 4,608 shares; 2025Q3: 4,586 shares; 2025Q4: 4,605 shares 4,605 $136K 0.01% +19 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 3,438 shares; 2025Q1: 3,438 shares; 2025Q2: 3,438 shares; 2025Q3: 3,438 shares; 2025Q4: 3,438 shares 3,438 $136K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,666 shares; 2025Q1: 5,192 shares; 2025Q2: 3,512 shares; 2025Q3: 3,273 shares; 2025Q4: 3,379 shares 3,379 $136K 0.01% +106 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 3,718 shares; 2025Q1: 3,494 shares; 2025Q2: 3,512 shares; 2025Q3: 3,372 shares; 2025Q4: 3,303 shares 3,303 $136K 0.01% -69 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 529 shares; 2025Q4: 528 shares 528 $135K 0.01% -1 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 1,087 shares; 2025Q1: 993 shares; 2025Q2: 912 shares; 2025Q3: 846 shares; 2025Q4: 838 shares 838 $135K 0.01% -8 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,059 shares; 2025Q2: 4,059 shares; 2025Q3: 4,059 shares; 2025Q4: 3,800 shares 3,800 $135K 0.01% -259 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 2,830 shares; 2025Q1: 3,279 shares; 2025Q2: 3,145 shares; 2025Q3: 2,853 shares; 2025Q4: 2,947 shares 2,947 $134K 0.01% +94 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 871 shares; 2025Q1: 633 shares; 2025Q2: 832 shares; 2025Q3: 717 shares; 2025Q4: 690 shares 690 $134K 0.01% -27 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 240 shares; 2025Q2: 191 shares; 2025Q3: 209 shares; 2025Q4: 197 shares 197 $133K 0.01% -12 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 9,057 shares; 2025Q1: 8,961 shares; 2025Q2: 8,396 shares; 2025Q3: 4,831 shares; 2025Q4: 4,831 shares 4,831 $133K 0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,808 shares; 2025Q1: 1,701 shares; 2025Q2: 1,926 shares; 2025Q3: 2,167 shares; 2025Q4: 2,111 shares 2,111 $133K 0.01% -56 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 8,652 shares; 2025Q1: 8,222 shares; 2025Q2: 8,491 shares; 2025Q3: 1,766 shares; 2025Q4: 1,596 shares 1,596 $132K 0.01% -170 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 3,904 shares; 2025Q1: 3,737 shares; 2025Q2: 3,993 shares; 2025Q3: 3,770 shares; 2025Q4: 3,757 shares 3,757 $132K 0.01% -13 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 260 shares; 2025Q3: 2,613 shares; 2025Q4: 2,513 shares 2,513 $132K 0.01% -100 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 661 shares; 2025Q1: 689 shares; 2025Q2: 910 shares; 2025Q3: 886 shares; 2025Q4: 715 shares 715 $132K 0.01% -171 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 391 shares; 2025Q1: 612 shares; 2025Q2: 531 shares; 2025Q3: 1,165 shares; 2025Q4: 1,209 shares 1,209 $131K 0.01% +44 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 4,069 shares; 2025Q1: 5,102 shares; 2025Q2: 5,136 shares; 2025Q3: 5,169 shares; 2025Q4: 5,203 shares 5,203 $131K 0.01% +34 Timeline QTOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 4,097 shares; 2025Q4: 4,097 shares 4,097 $131K 0.01% 0 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,455 shares; 2025Q3: 1,425 shares; 2025Q4: 4,491 shares 4,491 $131K 0.01% +3,066 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 389 shares; 2025Q1: 411 shares; 2025Q2: 472 shares; 2025Q3: 410 shares; 2025Q4: 409 shares 409 $131K 0.01% -1 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares 2,733 $131K 0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478 shares; 2025Q4: 699 shares 699 $130K 0.01% +221 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 527 shares; 2025Q1: 1,444 shares; 2025Q2: 1,984 shares; 2025Q3: 1,990 shares; 2025Q4: 2,021 shares 2,021 $130K 0.01% +31 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 3,059 shares; 2025Q1: 3,059 shares; 2025Q2: 2,881 shares; 2025Q3: 2,637 shares; 2025Q4: 2,637 shares 2,637 $130K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,043 shares; 2025Q1: 851 shares; 2025Q2: 820 shares; 2025Q3: 618 shares; 2025Q4: 597 shares 597 $130K 0.01% -21 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,170 shares; 2025Q2: 2,905 shares; 2025Q3: 3,357 shares; 2025Q4: 3,357 shares 3,357 $129K 0.01% 0 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 2,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,188 shares; 2025Q4: 3,188 shares 3,188 $129K 0.01% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,168 shares; 2025Q1: 857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,340 shares 7,340 $129K 0.01% new Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,017 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,017 shares 1,017 $129K 0.01% -192 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,286 shares; 2025Q1: 1,486 shares; 2025Q2: 1,261 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares 1,236 $129K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,115 shares; 2025Q1: 1,920 shares; 2025Q2: 1,887 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares 1,565 $128K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares 2,810 $128K 0.01% 0 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,017 shares; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares 1,714 $128K 0.01% 0 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $128K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 2,623 shares; 2025Q1: 5,144 shares; 2025Q2: 6,901 shares; 2025Q3: 4,380 shares; 2025Q4: 2,641 shares 2,641 $128K 0.01% -1,739 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,686 shares; 2025Q1: 2,701 shares; 2025Q2: 2,686 shares; 2025Q3: 2,579 shares; 2025Q4: 2,116 shares 2,116 $127K 0.01% -463 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 656 shares; 2025Q1: 1,187 shares; 2025Q2: 1,321 shares; 2025Q3: 1,403 shares; 2025Q4: 1,685 shares 1,685 $126K 0.01% +282 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,339 shares; 2025Q1: 2,232 shares; 2025Q2: 1,168 shares; 2025Q3: 5,598 shares; 2025Q4: 5,438 shares 5,438 $126K 0.01% -160 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 1,370 shares; 2025Q1: 1,486 shares; 2025Q2: 1,332 shares; 2025Q3: 3,000 shares; 2025Q4: 3,277 shares 3,277 $126K 0.01% +277 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,491 shares 2,491 $126K 0.01% +991 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 3,779 shares; 2025Q1: 2,384 shares; 2025Q2: 2,392 shares; 2025Q3: 2,392 shares; 2025Q4: 2,388 shares 2,388 $126K 0.01% -4 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,709 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares 2,709 $126K 0.01% 0 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 3,692 shares; 2025Q3: 3,442 shares; 2025Q4: 3,442 shares 3,442 $125K 0.01% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 823 shares; 2025Q1: 2,958 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 5,928 shares 5,928 $125K 0.01% +5,105 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 10,195 shares; 2025Q1: 10,377 shares; 2025Q2: 10,477 shares; 2025Q3: 9,651 shares; 2025Q4: 5,621 shares 5,621 $125K 0.01% -4,030 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 317 shares; 2025Q1: 319 shares; 2025Q2: 297 shares; 2025Q3: 292 shares; 2025Q4: 280 shares 280 $125K 0.01% -12 BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $124K 0.01% 0 HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 5,331 shares; 2025Q1: 5,331 shares; 2025Q2: 5,745 shares; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares 3,996 $124K 0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 481 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares 1,024 $123K 0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 4,915 shares; 2025Q1: 5,118 shares; 2025Q2: 5,163 shares; 2025Q3: 5,153 shares; 2025Q4: 5,075 shares 5,075 $123K 0.01% -78 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 6 shares; 2025Q4: 1,176 shares 1,176 $123K 0.01% +1,170 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,355 shares 2,355 $123K 0.01% -210 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,261 shares; 2025Q1: 1,177 shares; 2025Q2: 1,132 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares 1,116 $122K 0.01% 0 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 43 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 2,868 shares; 2025Q4: 2,867 shares 2,867 $122K 0.01% -1 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,542 shares; 2025Q1: 6,418 shares; 2025Q2: 2,851 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares 2,751 $122K 0.01% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,219 shares; 2024Q4: 7,219 shares; 2025Q1: 7,219 shares; 2025Q2: 7,219 shares; 2025Q3: 7,219 shares; 2025Q4: 6,119 shares 6,119 $122K 0.01% -1,100 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,840 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares 2,067 $121K 0.01% 0 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,658 shares; 2025Q4: 1,861 shares 1,861 $121K 0.01% +203 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,424 shares; 2025Q1: 1,365 shares; 2025Q2: 1,125 shares; 2025Q3: 855 shares; 2025Q4: 834 shares 834 $121K 0.01% -21 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 1,246 shares 1,246 $120K 0.01% +706 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,305 shares; 2025Q1: 1,426 shares; 2025Q2: 1,481 shares; 2025Q3: 1,380 shares; 2025Q4: 1,468 shares 1,468 $120K 0.01% +88 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares 1,453 $120K 0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 27 shares; 2025Q1: 157 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 299 shares 299 $120K 0.01% +104 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 2,201 shares; 2025Q1: 2,037 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,905 shares 2,905 $120K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 553 shares; 2025Q1: 644 shares; 2025Q2: 628 shares; 2025Q3: 614 shares; 2025Q4: 590 shares 590 $119K 0.01% -24 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 1,069 shares; 2025Q1: 65 shares; 2025Q2: 876 shares; 2025Q3: 241 shares; 2025Q4: 540 shares 540 $118K 0.01% +299 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 999 shares; 2025Q2: 1,573 shares; 2025Q3: 1,942 shares; 2025Q4: 1,896 shares 1,896 $118K 0.01% -46 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: 915 shares; 2025Q4: 1,819 shares 1,819 $118K 0.01% +904 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 858 shares; 2025Q1: 1,101 shares; 2025Q2: 1,114 shares; 2025Q3: 1,094 shares; 2025Q4: 904 shares 904 $117K 0.01% -190 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 2,828 shares; 2025Q3: 3,015 shares; 2025Q4: 3,238 shares 3,238 $117K 0.01% +223 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 5,162 shares; 2025Q1: 5,164 shares; 2025Q2: 5,203 shares; 2025Q3: 5,203 shares; 2025Q4: 5,176 shares 5,176 $117K 0.01% -27 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 387 shares; 2025Q1: 338 shares; 2025Q2: 768 shares; 2025Q3: 770 shares; 2025Q4: 1,321 shares 1,321 $117K 0.01% +551 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,838 shares 4,838 $116K 0.01% new Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,787 shares 2,787 $116K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,971 shares; 2025Q2: 3,901 shares; 2025Q3: 3,567 shares; 2025Q4: 4,239 shares 4,239 $115K 0.01% +672 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 350 shares; 2025Q4: 851 shares 851 $114K 0.01% +501 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares 2,766 $114K 0.01% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 2,549 shares; 2025Q3: 2,549 shares; 2025Q4: 2,728 shares 2,728 $113K 0.01% +179 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 803 shares; 2025Q1: 2,607 shares; 2025Q2: 2,723 shares; 2025Q3: 2,918 shares; 2025Q4: 4,848 shares 4,848 $113K 0.01% +1,930 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,281 shares; 2025Q1: 1,466 shares; 2025Q2: 1,419 shares; 2025Q3: 1,562 shares; 2025Q4: 1,615 shares 1,615 $113K 0.01% +53 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,398 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 1,956 shares; 2025Q4: 1,869 shares 1,869 $113K 0.01% -87 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 179 shares; 2025Q4: 4,514 shares 4,514 $113K 0.01% +4,335 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $112K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 4,649 shares; 2025Q1: 4,213 shares; 2025Q2: 4,213 shares; 2025Q3: 4,373 shares; 2025Q4: 4,213 shares 4,213 $112K 0.01% -160 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,254 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares 2,075 $112K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 36 shares; 2025Q1: 18 shares; 2025Q2: 752 shares; 2025Q3: 750 shares; 2025Q4: 742 shares 742 $111K 0.01% -8 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 600 shares; 2025Q1: 610 shares; 2025Q2: 559 shares; 2025Q3: 532 shares; 2025Q4: 435 shares 435 $111K 0.01% -97 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,508 shares; 2024Q4: 4,212 shares; 2025Q1: 3,414 shares; 2025Q2: 6,094 shares; 2025Q3: 10,868 shares; 2025Q4: 5,830 shares 5,830 $111K 0.01% -5,038 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 3,655 shares; 2025Q1: 3,935 shares; 2025Q2: 3,789 shares; 2025Q3: 3,977 shares; 2025Q4: 4,341 shares 4,341 $111K 0.01% +364 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,405 shares; 2024Q4: 28,116 shares; 2025Q1: 20,021 shares; 2025Q2: not reported; 2025Q3: 5,392 shares; 2025Q4: 5,392 shares 5,392 $111K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 622 shares; 2025Q2: 665 shares; 2025Q3: 1,432 shares; 2025Q4: 1,434 shares 1,434 $111K 0.01% +2 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,072 shares; 2025Q1: 1,410 shares; 2025Q2: 2,778 shares; 2025Q3: 2,459 shares; 2025Q4: 2,459 shares 2,459 $111K 0.01% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 200 shares 200 $111K 0.01% +120 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares 1,507 $111K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 2,001 shares; 2025Q1: 1,613 shares; 2025Q2: 280 shares; 2025Q3: 1,124 shares; 2025Q4: 2,157 shares 2,157 $110K 0.01% +1,033 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares 1,576 $109K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 5,701 shares; 2025Q1: 6,061 shares; 2025Q2: 7,064 shares; 2025Q3: 6,909 shares; 2025Q4: 6,770 shares 6,770 $109K 0.01% -139 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 150 shares; 2025Q1: 151 shares; 2025Q2: 148 shares; 2025Q3: 146 shares; 2025Q4: 32 shares 32 $109K 0.01% -114 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 1,815 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares 1,745 $108K 0.01% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares 2,018 $108K 0.01% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 2,451 shares; 2025Q1: 2,451 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,742 shares 2,742 $107K 0.01% +250 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,218 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $107K 0.01% 0 Timeline HBDC TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,231 shares 4,231 $106K 0.01% new Timeline