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: not reported; 2024Q4: 7,618 shares; 2025Q1: 19,655 shares; 2025Q2: 29,823 shares; 2025Q3: 43,014 shares; 2025Q4: 50,171 shares 50,171 $1.8M 0.03% +7,157 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,916 shares; 2024Q4: 5,923 shares; 2025Q1: not reported; 2025Q2: 9,155 shares; 2025Q3: 11,877 shares; 2025Q4: 33,374 shares 33,374 $1.77M 0.03% +21,497 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,062 shares 19,062 $1.77M 0.03% new Timeline BSJU 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,775 shares 67,775 $1.77M 0.03% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,566 shares; 2024Q4: 18,936 shares; 2025Q1: 19,070 shares; 2025Q2: 17,745 shares; 2025Q3: 20,714 shares; 2025Q4: 22,125 shares 22,125 $1.76M 0.03% +1,411 Timeline SHV 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: 21,921 shares; 2024Q4: 9,624 shares; 2025Q1: 13,348 shares; 2025Q2: 14,451 shares; 2025Q3: 14,246 shares; 2025Q4: 15,991 shares 15,991 $1.76M 0.03% +1,745 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,742 shares; 2024Q4: 44,270 shares; 2025Q1: 45,427 shares; 2025Q2: 41,758 shares; 2025Q3: 21,793 shares; 2025Q4: 22,159 shares 22,159 $1.75M 0.03% +366 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,553 shares; 2025Q3: 3,670 shares; 2025Q4: 4,736 shares 4,736 $1.75M 0.03% +1,066 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,733 shares; 2025Q3: 22,017 shares; 2025Q4: 24,850 shares 24,850 $1.74M 0.03% +2,833 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,508 shares; 2024Q4: 40,750 shares; 2025Q1: 41,966 shares; 2025Q2: 42,286 shares; 2025Q3: 43,982 shares; 2025Q4: 38,796 shares 38,796 $1.74M 0.03% -5,186 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,806 shares 103,806 $1.74M 0.03% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 7,281 shares; 2025Q1: 6,095 shares; 2025Q2: 5,708 shares; 2025Q3: 6,487 shares; 2025Q4: 8,876 shares 8,876 $1.73M 0.03% +2,389 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,702 shares; 2024Q4: 32,333 shares; 2025Q1: 35,700 shares; 2025Q2: 36,907 shares; 2025Q3: 37,046 shares; 2025Q4: 36,561 shares 36,561 $1.72M 0.03% -485 Timeline IEZ 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: 62,332 shares; 2024Q4: 69,167 shares; 2025Q1: 73,668 shares; 2025Q2: 79,775 shares; 2025Q3: 83,198 shares; 2025Q4: 82,268 shares 82,268 $1.72M 0.03% -930 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,488 shares; 2024Q4: 39,672 shares; 2025Q1: 39,674 shares; 2025Q2: 41,787 shares; 2025Q3: 42,446 shares; 2025Q4: 38,530 shares 38,530 $1.71M 0.03% -3,916 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,478 shares; 2025Q1: 33,735 shares; 2025Q2: 57,134 shares; 2025Q3: 55,551 shares; 2025Q4: 58,219 shares 58,219 $1.7M 0.03% +2,668 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,752 shares; 2024Q4: 121,781 shares; 2025Q1: 172,906 shares; 2025Q2: 175,275 shares; 2025Q3: 176,384 shares; 2025Q4: 137,187 shares 137,187 $1.7M 0.03% -39,197 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 6,685 shares; 2025Q1: 10,384 shares; 2025Q2: 11,321 shares; 2025Q3: 11,087 shares; 2025Q4: 12,465 shares 12,465 $1.7M 0.03% +1,378 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,953 shares 5,953 $1.7M 0.03% new 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: 26,547 shares; 2024Q4: 29,177 shares; 2025Q1: 29,938 shares; 2025Q2: 31,572 shares; 2025Q3: 31,189 shares; 2025Q4: 31,700 shares 31,700 $1.69M 0.03% +511 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 5,062 shares; 2025Q1: 4,696 shares; 2025Q2: 4,524 shares; 2025Q3: 9,963 shares; 2025Q4: 10,380 shares 10,380 $1.68M 0.03% +417 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 678 shares; 2025Q1: 1,510 shares; 2025Q2: 2,749 shares; 2025Q3: 2,769 shares; 2025Q4: 2,694 shares 2,694 $1.65M 0.03% -75 Timeline PAVE 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: 45,305 shares; 2024Q4: 32,705 shares; 2025Q1: 33,705 shares; 2025Q2: 33,033 shares; 2025Q3: 32,911 shares; 2025Q4: 34,387 shares 34,387 $1.64M 0.03% +1,476 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,724 shares; 2024Q4: 16,065 shares; 2025Q1: 18,768 shares; 2025Q2: 20,313 shares; 2025Q3: 16,260 shares; 2025Q4: 13,044 shares 13,044 $1.64M 0.03% -3,216 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 25,104 shares 25,104 $1.64M 0.03% new Timeline FJP 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: 22,177 shares; 2024Q4: 23,569 shares; 2025Q1: 22,270 shares; 2025Q2: 22,130 shares; 2025Q3: 23,468 shares; 2025Q4: 24,420 shares 24,420 $1.64M 0.03% +952 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,986 shares; 2025Q3: 45,674 shares; 2025Q4: 31,972 shares 31,972 $1.64M 0.03% -13,702 Timeline ZROZ 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: 20,851 shares; 2024Q4: 14,858 shares; 2025Q1: 14,924 shares; 2025Q2: 23,215 shares; 2025Q3: 24,639 shares; 2025Q4: 25,474 shares 25,474 $1.64M 0.03% +835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,973 shares; 2025Q4: 31,923 shares 31,923 $1.62M 0.03% +4,950 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,513 shares; 2024Q4: 36,992 shares; 2025Q1: 37,550 shares; 2025Q2: 36,133 shares; 2025Q3: 35,673 shares; 2025Q4: 33,879 shares 33,879 $1.62M 0.03% -1,794 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 5,999 shares; 2025Q3: 5,278 shares; 2025Q4: 4,869 shares 4,869 $1.62M 0.03% -409 Timeline LQD 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: 7,198 shares; 2024Q4: 15,753 shares; 2025Q1: 15,309 shares; 2025Q2: 15,386 shares; 2025Q3: 15,103 shares; 2025Q4: 14,602 shares 14,602 $1.61M 0.03% -501 Timeline GOVT 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: 77,174 shares; 2024Q4: 77,667 shares; 2025Q1: 71,203 shares; 2025Q2: 76,700 shares; 2025Q3: 73,304 shares; 2025Q4: 69,785 shares 69,785 $1.61M 0.03% -3,519 Timeline QSPT 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: 50,169 shares; 2024Q4: 49,869 shares; 2025Q1: 49,779 shares; 2025Q2: 52,739 shares; 2025Q3: 52,739 shares; 2025Q4: 50,659 shares 50,659 $1.6M 0.03% -2,080 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,207 shares; 2025Q2: 57,776 shares; 2025Q3: 56,829 shares; 2025Q4: 41,525 shares 41,525 $1.6M 0.03% -15,304 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: 38,201 shares; 2024Q4: 37,850 shares; 2025Q1: 38,316 shares; 2025Q2: 38,217 shares; 2025Q3: 42,153 shares; 2025Q4: 41,086 shares 41,086 $1.6M 0.03% -1,067 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,113 shares; 2025Q4: 135,698 shares 135,698 $1.59M 0.03% +108,585 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: 14,645 shares; 2024Q4: 71,631 shares; 2025Q1: 75,288 shares; 2025Q2: 72,583 shares; 2025Q3: 71,163 shares; 2025Q4: 70,356 shares 70,356 $1.59M 0.03% -807 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: 33,148 shares; 2024Q4: 35,718 shares; 2025Q1: 43,684 shares; 2025Q2: 57,127 shares; 2025Q3: 82,103 shares; 2025Q4: 89,542 shares 89,542 $1.58M 0.03% +7,439 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: 19,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,168 shares; 2025Q3: 15,022 shares; 2025Q4: 26,574 shares 26,574 $1.58M 0.03% +11,552 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,961 shares; 2024Q4: 17,505 shares; 2025Q1: 18,596 shares; 2025Q2: 36,850 shares; 2025Q3: 19,615 shares; 2025Q4: 20,861 shares 20,861 $1.57M 0.03% +1,246 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 8,123 shares; 2025Q1: 9,799 shares; 2025Q2: 7,930 shares; 2025Q3: 6,209 shares; 2025Q4: 5,987 shares 5,987 $1.57M 0.03% -222 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: not reported; 2024Q4: not reported; 2025Q1: 8,033 shares; 2025Q2: 18,924 shares; 2025Q3: 20,515 shares; 2025Q4: 20,258 shares 20,258 $1.57M 0.03% -257 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: 110,631 shares; 2024Q4: 103,724 shares; 2025Q1: 102,170 shares; 2025Q2: 101,268 shares; 2025Q3: 117,563 shares; 2025Q4: 111,002 shares 111,002 $1.57M 0.03% -6,561 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,555 shares; 2024Q4: 27,704 shares; 2025Q1: 22,000 shares; 2025Q2: 23,728 shares; 2025Q3: 22,185 shares; 2025Q4: 19,744 shares 19,744 $1.57M 0.03% -2,441 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,371 shares; 2024Q4: 100,669 shares; 2025Q1: 99,307 shares; 2025Q2: 100,783 shares; 2025Q3: 103,320 shares; 2025Q4: 106,029 shares 106,029 $1.56M 0.03% +2,709 Timeline PSI 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: 14,021 shares; 2024Q4: 15,071 shares; 2025Q1: 14,394 shares; 2025Q2: 14,857 shares; 2025Q3: 14,825 shares; 2025Q4: 19,758 shares 19,758 $1.56M 0.03% +4,933 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,682 shares; 2024Q4: 7,437 shares; 2025Q1: 7,253 shares; 2025Q2: 6,942 shares; 2025Q3: 7,121 shares; 2025Q4: 13,655 shares 13,655 $1.55M 0.03% +6,534 Timeline DLS 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: 15,919 shares; 2025Q1: 17,801 shares; 2025Q2: 18,035 shares; 2025Q3: 18,387 shares; 2025Q4: 18,888 shares 18,888 $1.53M 0.03% +501 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,954 shares; 2024Q4: 72,042 shares; 2025Q1: 65,946 shares; 2025Q2: 71,306 shares; 2025Q3: 72,292 shares; 2025Q4: 72,068 shares 72,068 $1.53M 0.03% -224 Timeline CEF 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: 19,950 shares; 2024Q4: 21,125 shares; 2025Q1: 23,175 shares; 2025Q2: 32,805 shares; 2025Q3: 33,680 shares; 2025Q4: 33,229 shares 33,229 $1.52M 0.02% -451 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,899 shares; 2024Q4: 66,155 shares; 2025Q1: 65,015 shares; 2025Q2: 64,531 shares; 2025Q3: 64,501 shares; 2025Q4: 65,966 shares 65,966 $1.52M 0.02% +1,465 Timeline BUFZ 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: not reported; 2024Q4: not reported; 2025Q1: 18,430 shares; 2025Q2: 32,214 shares; 2025Q3: 47,166 shares; 2025Q4: 57,208 shares 57,208 $1.52M 0.02% +10,042 Timeline MLPD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,256 shares; 2025Q3: 61,603 shares; 2025Q4: 60,725 shares 60,725 $1.52M 0.02% -878 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP 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: 24,751 shares; 2025Q3: 24,751 shares; 2025Q4: 24,751 shares 24,751 $1.52M 0.02% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,668 shares; 2024Q4: 38,364 shares; 2025Q1: 34,123 shares; 2025Q2: 39,002 shares; 2025Q3: 16,364 shares; 2025Q4: 8,059 shares 8,059 $1.52M 0.02% -8,305 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,353 shares; 2024Q4: 15,792 shares; 2025Q1: 9,401 shares; 2025Q2: 10,702 shares; 2025Q3: 7,163 shares; 2025Q4: 10,301 shares 10,301 $1.51M 0.02% +3,138 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,784 shares; 2024Q4: 125,784 shares; 2025Q1: 125,784 shares; 2025Q2: 128,126 shares; 2025Q3: 122,291 shares; 2025Q4: 125,391 shares 125,391 $1.51M 0.02% +3,100 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,380 shares; 2024Q4: 6,340 shares; 2025Q1: 5,936 shares; 2025Q2: 6,266 shares; 2025Q3: 6,133 shares; 2025Q4: 6,146 shares 6,146 $1.5M 0.02% +13 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: 21,525 shares; 2024Q4: 21,769 shares; 2025Q1: 19,722 shares; 2025Q2: 20,039 shares; 2025Q3: 24,149 shares; 2025Q4: 25,053 shares 25,053 $1.5M 0.02% +904 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 28,042 shares; 2025Q1: 28,042 shares; 2025Q2: 28,042 shares; 2025Q3: 28,130 shares; 2025Q4: 56,082 shares 56,082 $1.5M 0.02% +27,952 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,922 shares; 2025Q3: 27,507 shares; 2025Q4: 43,808 shares 43,808 $1.49M 0.02% +16,301 Timeline VCR 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: 2,250 shares; 2024Q4: 2,263 shares; 2025Q1: 3,866 shares; 2025Q2: 3,510 shares; 2025Q3: 3,615 shares; 2025Q4: 3,748 shares 3,748 $1.48M 0.02% +133 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS 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: 3,890 shares; 2025Q2: 9,085 shares; 2025Q3: 9,125 shares; 2025Q4: 8,127 shares 8,127 $1.47M 0.02% -998 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: 4,553 shares; 2024Q4: 13,270 shares; 2025Q1: 16,410 shares; 2025Q2: 5,147 shares; 2025Q3: 10,334 shares; 2025Q4: 9,719 shares 9,719 $1.46M 0.02% -615 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,580 shares; 2024Q4: 117,015 shares; 2025Q1: 115,249 shares; 2025Q2: 115,568 shares; 2025Q3: 119,233 shares; 2025Q4: 127,580 shares 127,580 $1.46M 0.02% +8,347 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: 3,224 shares; 2024Q4: 3,324 shares; 2025Q1: 5,345 shares; 2025Q2: 7,855 shares; 2025Q3: 15,964 shares; 2025Q4: 11,877 shares 11,877 $1.45M 0.02% -4,087 Timeline BINC 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: 4,726 shares; 2024Q4: 11,529 shares; 2025Q1: 35,352 shares; 2025Q2: 50,704 shares; 2025Q3: 75,941 shares; 2025Q4: 27,424 shares 27,424 $1.45M 0.02% -48,517 Timeline VHT 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: 2,569 shares; 2024Q4: 3,142 shares; 2025Q1: 4,264 shares; 2025Q2: 4,355 shares; 2025Q3: 4,550 shares; 2025Q4: 4,990 shares 4,990 $1.44M 0.02% +440 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: 70,616 shares; 2024Q4: 70,644 shares; 2025Q1: 71,663 shares; 2025Q2: 43,250 shares; 2025Q3: 38,467 shares; 2025Q4: 16,239 shares 16,239 $1.41M 0.02% -22,228 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: 3,414 shares; 2024Q4: 5,760 shares; 2025Q1: not reported; 2025Q2: 18,331 shares; 2025Q3: 19,240 shares; 2025Q4: 19,312 shares 19,312 $1.41M 0.02% +72 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,195 shares 10,195 $1.4M 0.02% new Timeline VNQ 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: 13,725 shares; 2024Q4: 15,490 shares; 2025Q1: 15,978 shares; 2025Q2: 16,763 shares; 2025Q3: 17,293 shares; 2025Q4: 15,708 shares 15,708 $1.39M 0.02% -1,585 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: 42,047 shares; 2024Q4: 44,479 shares; 2025Q1: 41,533 shares; 2025Q2: 63,263 shares; 2025Q3: 46,537 shares; 2025Q4: 45,566 shares 45,566 $1.39M 0.02% -971 Timeline LDSF 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: 63,043 shares; 2024Q4: 69,281 shares; 2025Q1: 71,434 shares; 2025Q2: 71,210 shares; 2025Q3: 74,423 shares; 2025Q4: 72,584 shares 72,584 $1.39M 0.02% -1,839 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: 9,410 shares; 2024Q4: 10,483 shares; 2025Q1: 11,030 shares; 2025Q2: 6,978 shares; 2025Q3: 7,073 shares; 2025Q4: 6,711 shares 6,711 $1.38M 0.02% -362 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: not reported; 2024Q4: not reported; 2025Q1: 5,582 shares; 2025Q2: 5,671 shares; 2025Q3: 6,283 shares; 2025Q4: 7,142 shares 7,142 $1.38M 0.02% +859 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: 1,979 shares; 2024Q4: 2,187 shares; 2025Q1: 2,185 shares; 2025Q2: 4,647 shares; 2025Q3: 5,356 shares; 2025Q4: 6,109 shares 6,109 $1.38M 0.02% +753 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,444 shares; 2024Q4: 14,649 shares; 2025Q1: 9,436 shares; 2025Q2: 23,119 shares; 2025Q3: 23,431 shares; 2025Q4: 25,472 shares 25,472 $1.38M 0.02% +2,041 Timeline IWS 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: 11,602 shares; 2024Q4: 10,424 shares; 2025Q1: 10,582 shares; 2025Q2: 10,295 shares; 2025Q3: 10,271 shares; 2025Q4: 9,738 shares 9,738 $1.37M 0.02% -533 Timeline VTYX VENTYX BIOSCIENCES INC More: the full row for VENTYX BIOSCIENCES 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: 149,200 shares; 2025Q3: 149,800 shares; 2025Q4: 151,570 shares 151,570 $1.37M 0.02% +1,770 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: 17,576 shares; 2024Q4: 17,575 shares; 2025Q1: 17,682 shares; 2025Q2: 17,506 shares; 2025Q3: 14,018 shares; 2025Q4: 7,994 shares 7,994 $1.36M 0.02% -6,024 Timeline DFAU 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: 14,955 shares; 2024Q4: 20,505 shares; 2025Q1: 26,985 shares; 2025Q2: 24,823 shares; 2025Q3: 26,413 shares; 2025Q4: 29,035 shares 29,035 $1.36M 0.02% +2,622 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,872 shares; 2025Q1: 39,555 shares; 2025Q2: 41,370 shares; 2025Q3: 41,789 shares; 2025Q4: 60,788 shares 60,788 $1.35M 0.02% +18,999 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: 5,014 shares; 2024Q4: 4,430 shares; 2025Q1: 4,743 shares; 2025Q2: 14,167 shares; 2025Q3: 15,971 shares; 2025Q4: 16,327 shares 16,327 $1.34M 0.02% +356 Timeline QQA 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: 4,420 shares; 2025Q4: 25,260 shares 25,260 $1.34M 0.02% +20,840 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,742 shares; 2025Q4: 48,340 shares 48,340 $1.34M 0.02% +34,598 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: 2,062 shares; 2024Q4: 3,850 shares; 2025Q1: 3,374 shares; 2025Q2: 3,329 shares; 2025Q3: 3,314 shares; 2025Q4: 4,423 shares 4,423 $1.33M 0.02% +1,109 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,696 shares; 2025Q3: 25,826 shares; 2025Q4: 25,860 shares 25,860 $1.33M 0.02% +34 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: 13,181 shares; 2024Q4: 14,036 shares; 2025Q1: 14,484 shares; 2025Q2: 12,307 shares; 2025Q3: 12,193 shares; 2025Q4: 13,333 shares 13,333 $1.33M 0.02% +1,140 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,826 shares; 2025Q3: 39,178 shares; 2025Q4: 53,585 shares 53,585 $1.33M 0.02% +14,407 Timeline IGIB 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: 23,947 shares; 2024Q4: 23,824 shares; 2025Q1: 23,117 shares; 2025Q2: 22,974 shares; 2025Q3: 22,743 shares; 2025Q4: 24,583 shares 24,583 $1.33M 0.02% +1,840 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: 12,035 shares; 2025Q2: 20,471 shares; 2025Q3: 42,240 shares; 2025Q4: 42,334 shares 42,334 $1.32M 0.02% +94 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: 76,076 shares; 2024Q4: 70,374 shares; 2025Q1: 66,517 shares; 2025Q2: 72,543 shares; 2025Q3: 73,414 shares; 2025Q4: 62,876 shares 62,876 $1.32M 0.02% -10,538 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,044 shares; 2025Q2: 4,528 shares; 2025Q3: 4,620 shares; 2025Q4: 4,569 shares 4,569 $1.32M 0.02% -51 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,995 shares; 2025Q2: 5,119 shares; 2025Q3: 5,228 shares; 2025Q4: 19,210 shares 19,210 $1.31M 0.02% +13,982 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,434 shares; 2025Q3: 30,799 shares; 2025Q4: 36,073 shares 36,073 $1.31M 0.02% +5,274 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: 2,437 shares; 2024Q4: 2,854 shares; 2025Q1: 4,546 shares; 2025Q2: 3,588 shares; 2025Q3: 3,343 shares; 2025Q4: 3,346 shares 3,346 $1.3M 0.02% +3 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: 30,169 shares; 2024Q4: 30,274 shares; 2025Q1: 30,573 shares; 2025Q2: 31,442 shares; 2025Q3: 28,116 shares; 2025Q4: 27,761 shares 27,761 $1.3M 0.02% -355 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: 16,200 shares; 2025Q2: 27,500 shares; 2025Q3: 30,700 shares; 2025Q4: 33,700 shares 33,700 $1.3M 0.02% +3,000 Timeline ILDR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,630 shares; 2025Q3: 50,751 shares; 2025Q4: 39,239 shares 39,239 $1.29M 0.02% -11,512 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: 122,678 shares; 2024Q4: 70,260 shares; 2025Q1: 63,113 shares; 2025Q2: 58,191 shares; 2025Q3: 58,651 shares; 2025Q4: 57,299 shares 57,299 $1.29M 0.02% -1,352 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 4,276 shares; 2025Q1: 5,923 shares; 2025Q2: 6,807 shares; 2025Q3: 6,413 shares; 2025Q4: 7,481 shares 7,481 $1.29M 0.02% +1,068 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,564 shares; 2024Q4: 58,147 shares; 2025Q1: 57,537 shares; 2025Q2: 58,413 shares; 2025Q3: 57,737 shares; 2025Q4: 54,638 shares 54,638 $1.29M 0.02% -3,099 Timeline MINT 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: 12,212 shares; 2024Q4: 13,365 shares; 2025Q1: 12,175 shares; 2025Q2: 12,631 shares; 2025Q3: 12,743 shares; 2025Q4: 12,818 shares 12,818 $1.29M 0.02% +75 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,599 shares; 2024Q4: 22,014 shares; 2025Q1: 12,043 shares; 2025Q2: 11,014 shares; 2025Q3: 13,774 shares; 2025Q4: 13,872 shares 13,872 $1.28M 0.02% +98 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,697 shares; 2024Q4: 12,720 shares; 2025Q1: 11,616 shares; 2025Q2: 15,204 shares; 2025Q3: 16,849 shares; 2025Q4: 16,573 shares 16,573 $1.28M 0.02% -276 Timeline JOE ST JOE CO More: the full row for ST JOE 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: 46,620 shares; 2025Q3: 46,231 shares; 2025Q4: 21,470 shares 21,470 $1.27M 0.02% -24,761 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 7,409 shares; 2025Q1: 8,008 shares; 2025Q2: 8,550 shares; 2025Q3: 8,336 shares; 2025Q4: 7,801 shares 7,801 $1.27M 0.02% -535 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,369 shares; 2024Q4: 15,023 shares; 2025Q1: 13,377 shares; 2025Q2: 11,598 shares; 2025Q3: 11,588 shares; 2025Q4: 10,980 shares 10,980 $1.26M 0.02% -608 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,595 shares; 2025Q1: 1,780 shares; 2025Q2: 1,125 shares; 2025Q3: 2,325 shares; 2025Q4: 8,224 shares 8,224 $1.26M 0.02% +5,899 Timeline FTXO 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: 10,954 shares; 2024Q4: 50,487 shares; 2025Q1: 51,858 shares; 2025Q2: 51,896 shares; 2025Q3: 55,006 shares; 2025Q4: 33,308 shares 33,308 $1.26M 0.02% -21,698 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: 22,771 shares; 2024Q4: 14,559 shares; 2025Q1: 15,848 shares; 2025Q2: 15,207 shares; 2025Q3: 14,972 shares; 2025Q4: 15,680 shares 15,680 $1.26M 0.02% +708 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: 7,737 shares; 2024Q4: 7,270 shares; 2025Q1: 6,787 shares; 2025Q2: 11,683 shares; 2025Q3: 11,726 shares; 2025Q4: 11,309 shares 11,309 $1.24M 0.02% -417 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: 12,073 shares; 2024Q4: 9,226 shares; 2025Q1: 11,096 shares; 2025Q2: 24,490 shares; 2025Q3: 27,592 shares; 2025Q4: 31,546 shares 31,546 $1.24M 0.02% +3,954 Timeline HDV 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: 8,169 shares; 2024Q4: 7,605 shares; 2025Q1: 8,418 shares; 2025Q2: 9,615 shares; 2025Q3: 9,207 shares; 2025Q4: 10,098 shares 10,098 $1.23M 0.02% +891 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: 13,377 shares; 2024Q4: 15,502 shares; 2025Q1: 13,953 shares; 2025Q2: 15,104 shares; 2025Q3: 15,894 shares; 2025Q4: 12,319 shares 12,319 $1.22M 0.02% -3,575 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: 1,064 shares; 2024Q4: 3,455 shares; 2025Q1: 3,629 shares; 2025Q2: 3,614 shares; 2025Q3: 3,526 shares; 2025Q4: 3,804 shares 3,804 $1.22M 0.02% +278 Timeline DFAS 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: 15,478 shares; 2024Q4: 15,398 shares; 2025Q1: 15,398 shares; 2025Q2: 16,449 shares; 2025Q3: 16,745 shares; 2025Q4: 17,419 shares 17,419 $1.21M 0.02% +674 Timeline HISF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,288 shares; 2024Q4: 22,616 shares; 2025Q1: 25,826 shares; 2025Q2: 25,360 shares; 2025Q3: 25,360 shares; 2025Q4: 26,740 shares 26,740 $1.21M 0.02% +1,380 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: 13,588 shares; 2024Q4: 21,357 shares; 2025Q1: 21,530 shares; 2025Q2: 30,329 shares; 2025Q3: 41,750 shares; 2025Q4: 45,472 shares 45,472 $1.21M 0.02% +3,722 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: 4,461 shares; 2024Q4: 6,104 shares; 2025Q1: 5,965 shares; 2025Q2: 6,829 shares; 2025Q3: 7,585 shares; 2025Q4: 7,376 shares 7,376 $1.2M 0.02% -209 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 8,380 shares; 2025Q1: 4,804 shares; 2025Q2: 6,267 shares; 2025Q3: 9,797 shares; 2025Q4: 11,362 shares 11,362 $1.2M 0.02% +1,565 Timeline DSEP 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: 24,771 shares; 2024Q4: 26,698 shares; 2025Q1: 26,638 shares; 2025Q2: 26,638 shares; 2025Q3: 26,553 shares; 2025Q4: 26,415 shares 26,415 $1.19M 0.02% -138 Timeline DCOR 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: 14,947 shares; 2025Q3: 16,322 shares; 2025Q4: 16,040 shares 16,040 $1.18M 0.02% -282 Timeline IYH 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: 21,617 shares; 2024Q4: 18,222 shares; 2025Q1: 17,342 shares; 2025Q2: 17,286 shares; 2025Q3: 17,578 shares; 2025Q4: 18,112 shares 18,112 $1.18M 0.02% +534 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,016 shares; 2024Q4: 17,747 shares; 2025Q1: 16,259 shares; 2025Q2: 18,787 shares; 2025Q3: 24,573 shares; 2025Q4: 28,462 shares 28,462 $1.18M 0.02% +3,889 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 8,535 shares; 2025Q1: 8,812 shares; 2025Q2: 17,290 shares; 2025Q3: 17,450 shares; 2025Q4: 17,190 shares 17,190 $1.18M 0.02% -260 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,446 shares; 2024Q4: 47,533 shares; 2025Q1: 48,027 shares; 2025Q2: 45,204 shares; 2025Q3: 44,369 shares; 2025Q4: 41,164 shares 41,164 $1.17M 0.02% -3,205 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: 34,674 shares; 2024Q4: 35,778 shares; 2025Q1: 37,055 shares; 2025Q2: 35,476 shares; 2025Q3: 34,594 shares; 2025Q4: 33,243 shares 33,243 $1.16M 0.02% -1,351 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: 111,835 shares; 2024Q4: 114,990 shares; 2025Q1: 44,371 shares; 2025Q2: 47,402 shares; 2025Q3: 54,719 shares; 2025Q4: 60,187 shares 60,187 $1.15M 0.02% +5,468 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,469 shares; 2025Q3: 9,999 shares; 2025Q4: 9,654 shares 9,654 $1.15M 0.02% -345 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,964 shares; 2025Q1: 3,221 shares; 2025Q2: 3,391 shares; 2025Q3: 3,613 shares; 2025Q4: 6,780 shares 6,780 $1.15M 0.02% +3,167 Timeline USMC 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: not reported; 2024Q4: 7,235 shares; 2025Q1: 11,965 shares; 2025Q2: 13,500 shares; 2025Q3: 12,789 shares; 2025Q4: 16,678 shares 16,678 $1.14M 0.02% +3,889 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: 23,176 shares; 2024Q4: 21,706 shares; 2025Q1: 27,198 shares; 2025Q2: 45,612 shares; 2025Q3: 49,575 shares; 2025Q4: 48,566 shares 48,566 $1.14M 0.02% -1,009 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,823 shares; 2024Q4: 74,573 shares; 2025Q1: 74,573 shares; 2025Q2: 75,307 shares; 2025Q3: 80,608 shares; 2025Q4: 89,689 shares 89,689 $1.14M 0.02% +9,081 Timeline FXR 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: 5,343 shares; 2024Q4: 5,330 shares; 2025Q1: 4,536 shares; 2025Q2: 14,007 shares; 2025Q3: 14,518 shares; 2025Q4: 14,135 shares 14,135 $1.13M 0.02% -383 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,824 shares; 2024Q4: 65,312 shares; 2025Q1: 66,909 shares; 2025Q2: 66,570 shares; 2025Q3: 61,143 shares; 2025Q4: 62,456 shares 62,456 $1.12M 0.02% +1,313 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: 1,586 shares; 2024Q4: 660 shares; 2025Q1: 1,522 shares; 2025Q2: 1,947 shares; 2025Q3: 2,035 shares; 2025Q4: 1,920 shares 1,920 $1.11M 0.02% -115 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: 11,996 shares; 2024Q4: 11,371 shares; 2025Q1: 11,033 shares; 2025Q2: 11,028 shares; 2025Q3: 10,767 shares; 2025Q4: 10,369 shares 10,369 $1.11M 0.02% -398 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 18,585 shares; 2025Q1: 17,584 shares; 2025Q2: 17,692 shares; 2025Q3: 16,751 shares; 2025Q4: 14,296 shares 14,296 $1.11M 0.02% -2,455 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,885 shares; 2024Q4: 177,895 shares; 2025Q1: 184,257 shares; 2025Q2: 191,244 shares; 2025Q3: 189,619 shares; 2025Q4: 185,496 shares 185,496 $1.1M 0.02% -4,123 Timeline VXF 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: 5,260 shares; 2024Q4: 8,068 shares; 2025Q1: 5,410 shares; 2025Q2: 5,292 shares; 2025Q3: 5,322 shares; 2025Q4: 5,268 shares 5,268 $1.1M 0.02% -54 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: 16,944 shares; 2024Q4: 17,436 shares; 2025Q1: 17,161 shares; 2025Q2: 18,044 shares; 2025Q3: 18,040 shares; 2025Q4: 18,126 shares 18,126 $1.1M 0.02% +86 Timeline FXL 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: 5,735 shares; 2024Q4: 6,072 shares; 2025Q1: 6,072 shares; 2025Q2: 6,261 shares; 2025Q3: 6,705 shares; 2025Q4: 6,505 shares 6,505 $1.1M 0.02% -200 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: 8,248 shares; 2024Q4: 8,134 shares; 2025Q1: 9,600 shares; 2025Q2: 9,396 shares; 2025Q3: 9,545 shares; 2025Q4: 9,121 shares 9,121 $1.09M 0.02% -424 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,150 shares; 2024Q4: 24,897 shares; 2025Q1: 27,194 shares; 2025Q2: 38,042 shares; 2025Q3: 20,735 shares; 2025Q4: 20,286 shares 20,286 $1.09M 0.02% -449 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,461 shares; 2024Q4: 25,615 shares; 2025Q1: 25,570 shares; 2025Q2: 18,678 shares; 2025Q3: 21,756 shares; 2025Q4: 21,722 shares 21,722 $1.09M 0.02% -34 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,216 shares; 2024Q4: 91,274 shares; 2025Q1: 91,293 shares; 2025Q2: 92,592 shares; 2025Q3: 94,554 shares; 2025Q4: 93,665 shares 93,665 $1.09M 0.02% -889 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: 31,811 shares; 2024Q4: 40,053 shares; 2025Q1: 33,877 shares; 2025Q2: 33,446 shares; 2025Q3: 32,116 shares; 2025Q4: 28,195 shares 28,195 $1.08M 0.02% -3,921 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,466 shares; 2024Q4: 9,299 shares; 2025Q1: 9,094 shares; 2025Q2: 10,472 shares; 2025Q3: 9,685 shares; 2025Q4: 9,459 shares 9,459 $1.07M 0.02% -226 Timeline 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: 5,083 shares; 2024Q4: 5,175 shares; 2025Q1: 5,131 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,779 shares 4,779 $1.07M 0.02% +51 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,591 shares; 2025Q4: 2,723 shares 2,723 $1.06M 0.02% +132 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,527 shares; 2024Q4: 9,778 shares; 2025Q1: 9,164 shares; 2025Q2: 10,458 shares; 2025Q3: 10,518 shares; 2025Q4: 12,501 shares 12,501 $1.06M 0.02% +1,983 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: 7,559 shares; 2024Q4: 7,416 shares; 2025Q1: 7,670 shares; 2025Q2: 8,724 shares; 2025Q3: 8,417 shares; 2025Q4: 8,279 shares 8,279 $1.05M 0.02% -138 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 91,376 shares; 2025Q2: 92,792 shares; 2025Q3: 94,505 shares; 2025Q4: 96,648 shares 96,648 $1.05M 0.02% +2,143 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: 13,498 shares; 2024Q4: 3,302 shares; 2025Q1: 3,031 shares; 2025Q2: 10,235 shares; 2025Q3: 2,233 shares; 2025Q4: 2,285 shares 2,285 $1.04M 0.02% +52 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,385 shares; 2024Q4: 10,543 shares; 2025Q1: 10,523 shares; 2025Q2: 18,869 shares; 2025Q3: 19,853 shares; 2025Q4: 11,966 shares 11,966 $1.03M 0.02% -7,887 Timeline RSPA 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: not reported; 2025Q4: 20,294 shares 20,294 $1.03M 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 2,882 shares; 2025Q3: 455 shares; 2025Q4: 2,017 shares 2,017 $1.03M 0.02% +1,562 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: 13,714 shares; 2024Q4: 11,436 shares; 2025Q1: 12,575 shares; 2025Q2: 11,624 shares; 2025Q3: 11,605 shares; 2025Q4: 22,560 shares 22,560 $1.02M 0.02% +10,955 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: not reported; 2024Q4: not reported; 2025Q1: 7,932 shares; 2025Q2: 15,991 shares; 2025Q3: 12,218 shares; 2025Q4: 12,470 shares 12,470 $1.02M 0.02% +252 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO 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: 24,982 shares 24,982 $1.02M 0.02% new Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH 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: 19,220 shares; 2025Q2: 19,910 shares; 2025Q3: 24,237 shares; 2025Q4: 26,999 shares 26,999 $1.01M 0.02% +2,762 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 13,366 shares; 2025Q1: 13,366 shares; 2025Q2: 18,341 shares; 2025Q3: 17,841 shares; 2025Q4: 18,383 shares 18,383 $1.01M 0.02% +542 Timeline PWZ 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: 68,971 shares; 2024Q4: 75,464 shares; 2025Q1: 44,975 shares; 2025Q2: 43,213 shares; 2025Q3: 43,896 shares; 2025Q4: 41,555 shares 41,555 $1M 0.02% -2,341 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,909 shares; 2024Q4: 16,909 shares; 2025Q1: 16,909 shares; 2025Q2: 16,909 shares; 2025Q3: 28,209 shares; 2025Q4: 25,897 shares 25,897 $1M 0.02% -2,312 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 15,321 shares 15,321 $1M 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 4,819 shares; 2025Q1: 4,787 shares; 2025Q2: 4,715 shares; 2025Q3: 4,766 shares; 2025Q4: 4,706 shares 4,706 $998K 0.02% -60 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: 7,408 shares; 2024Q4: 7,559 shares; 2025Q1: 7,682 shares; 2025Q2: 23,846 shares; 2025Q3: 22,850 shares; 2025Q4: 22,456 shares 22,456 $996K 0.02% -394 Timeline IHDG 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: 20,482 shares; 2024Q4: 20,776 shares; 2025Q1: 20,413 shares; 2025Q2: 19,934 shares; 2025Q3: 19,728 shares; 2025Q4: 20,455 shares 20,455 $995K 0.02% +727 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,901 shares; 2025Q2: 14,902 shares; 2025Q3: 14,563 shares; 2025Q4: 14,813 shares 14,813 $993K 0.02% +250 Timeline URA 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: 9,703 shares; 2025Q1: 17,564 shares; 2025Q2: 17,229 shares; 2025Q3: 22,926 shares; 2025Q4: 23,073 shares 23,073 $986K 0.02% +147 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 7,347 shares; 2025Q1: 6,057 shares; 2025Q2: 6,785 shares; 2025Q3: 5,321 shares; 2025Q4: 4,270 shares 4,270 $982K 0.02% -1,051 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,939 shares; 2024Q4: 14,946 shares; 2025Q1: 15,329 shares; 2025Q2: 15,153 shares; 2025Q3: 15,192 shares; 2025Q4: 13,236 shares 13,236 $976K 0.02% -1,956 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: 24,688 shares; 2024Q4: 24,299 shares; 2025Q1: 25,388 shares; 2025Q2: 25,684 shares; 2025Q3: 25,791 shares; 2025Q4: 16,716 shares 16,716 $976K 0.02% -9,075 Timeline IYG 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: 8,466 shares; 2024Q4: 9,061 shares; 2025Q1: 10,401 shares; 2025Q2: 10,554 shares; 2025Q3: 10,554 shares; 2025Q4: 10,554 shares 10,554 $974K 0.02% 0 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: not reported; 2024Q4: 319 shares; 2025Q1: 297 shares; 2025Q2: 304 shares; 2025Q3: 292 shares; 2025Q4: 287 shares 287 $973K 0.02% -5 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,765 shares; 2024Q4: 10,004 shares; 2025Q1: 16,933 shares; 2025Q2: 16,725 shares; 2025Q3: 15,729 shares; 2025Q4: 16,108 shares 16,108 $973K 0.02% +379 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: 7,112 shares; 2024Q4: 6,935 shares; 2025Q1: 6,972 shares; 2025Q2: 7,195 shares; 2025Q3: 6,450 shares; 2025Q4: 6,409 shares 6,409 $970K 0.02% -41 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,814 shares; 2025Q1: 6,564 shares; 2025Q2: 10,415 shares; 2025Q3: 10,425 shares; 2025Q4: 8,974 shares 8,974 $970K 0.02% -1,451 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,547 shares; 2024Q4: 48,547 shares; 2025Q1: 47,647 shares; 2025Q2: 78,018 shares; 2025Q3: 74,409 shares; 2025Q4: 59,792 shares 59,792 $963K 0.02% -14,617 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 888 shares; 2025Q2: 11,090 shares; 2025Q3: 4,875 shares; 2025Q4: 4,618 shares 4,618 $960K 0.02% -257 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: 11,656 shares; 2024Q4: 13,952 shares; 2025Q1: 15,120 shares; 2025Q2: 14,912 shares; 2025Q3: 13,901 shares; 2025Q4: 13,458 shares 13,458 $957K 0.02% -443 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,048 shares 1,048 $950K 0.02% new Timeline IWY 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: 1,023 shares; 2024Q4: 993 shares; 2025Q1: 1,505 shares; 2025Q2: 2,615 shares; 2025Q3: 3,103 shares; 2025Q4: 3,423 shares 3,423 $949K 0.02% +320 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,221 shares; 2024Q4: 5,788 shares; 2025Q1: 7,941 shares; 2025Q2: 9,152 shares; 2025Q3: 10,965 shares; 2025Q4: 12,166 shares 12,166 $949K 0.02% +1,201 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: 6,732 shares; 2024Q4: 8,032 shares; 2025Q1: 8,562 shares; 2025Q2: 10,564 shares; 2025Q3: 10,264 shares; 2025Q4: 10,264 shares 10,264 $943K 0.02% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,439 shares; 2025Q1: 8,589 shares; 2025Q2: 13,693 shares; 2025Q3: 18,126 shares; 2025Q4: 26,399 shares 26,399 $941K 0.02% +8,273 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: 5,290 shares; 2024Q4: 7,112 shares; 2025Q1: 6,949 shares; 2025Q2: 5,008 shares; 2025Q3: 4,726 shares; 2025Q4: 4,623 shares 4,623 $938K 0.02% -103 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 35,226 shares; 2025Q3: 35,615 shares; 2025Q4: 33,241 shares 33,241 $933K 0.02% -2,374 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,966 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,252 shares; 2025Q4: 14,485 shares 14,485 $933K 0.02% +233 Timeline AGQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,896 shares; 2025Q4: 56,358 shares 56,358 $930K 0.02% +7,462 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: 19,333 shares; 2024Q4: 20,999 shares; 2025Q1: 23,563 shares; 2025Q2: 26,220 shares; 2025Q3: 25,725 shares; 2025Q4: 26,478 shares 26,478 $928K 0.02% +753 Timeline MTUM 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: 1,455 shares; 2024Q4: 1,181 shares; 2025Q1: 11,648 shares; 2025Q2: 14,584 shares; 2025Q3: 3,404 shares; 2025Q4: 3,689 shares 3,689 $925K 0.02% +285 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: 892 shares; 2024Q4: 997 shares; 2025Q1: 1,322 shares; 2025Q2: 1,607 shares; 2025Q3: 1,941 shares; 2025Q4: 2,076 shares 2,076 $924K 0.02% +135 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: 7,579 shares; 2024Q4: 7,459 shares; 2025Q1: 7,765 shares; 2025Q2: 6,814 shares; 2025Q3: 6,541 shares; 2025Q4: 7,494 shares 7,494 $922K 0.02% +953 Timeline ESGU 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: 3,328 shares; 2024Q4: 3,200 shares; 2025Q1: 2,862 shares; 2025Q2: 3,057 shares; 2025Q3: 3,855 shares; 2025Q4: 6,179 shares 6,179 $921K 0.02% +2,324 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 10,715 shares; 2025Q3: 16,054 shares; 2025Q4: 13,167 shares 13,167 $919K 0.02% -2,887 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: 24,045 shares; 2024Q4: 23,042 shares; 2025Q1: 23,304 shares; 2025Q2: 22,281 shares; 2025Q3: 27,640 shares; 2025Q4: 33,876 shares 33,876 $918K 0.02% +6,236 Timeline FEMB 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: 26,595 shares; 2024Q4: 12,015 shares; 2025Q1: 12,435 shares; 2025Q2: 24,954 shares; 2025Q3: 28,282 shares; 2025Q4: 30,747 shares 30,747 $916K 0.02% +2,465 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,136 shares; 2025Q2: 7,715 shares; 2025Q3: 9,365 shares; 2025Q4: 9,365 shares 9,365 $913K 0.01% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,533 shares; 2025Q1: 87,319 shares; 2025Q2: 17,002 shares; 2025Q3: 20,280 shares; 2025Q4: 21,316 shares 21,316 $913K 0.01% +1,036 Timeline STIP 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: 3,003 shares; 2024Q4: 3,374 shares; 2025Q1: 9,395 shares; 2025Q2: 9,407 shares; 2025Q3: 9,527 shares; 2025Q4: 8,910 shares 8,910 $912K 0.01% -617 Timeline EFAV 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: 6,322 shares; 2024Q4: 6,380 shares; 2025Q1: 6,927 shares; 2025Q2: 7,310 shares; 2025Q3: 10,002 shares; 2025Q4: 10,542 shares 10,542 $909K 0.01% +540 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: 17,097 shares; 2024Q4: 16,925 shares; 2025Q1: 16,620 shares; 2025Q2: 19,634 shares; 2025Q3: 19,374 shares; 2025Q4: 20,416 shares 20,416 $909K 0.01% +1,042 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,813 shares; 2024Q4: 23,282 shares; 2025Q1: 23,571 shares; 2025Q2: 34,163 shares; 2025Q3: 29,691 shares; 2025Q4: 24,809 shares 24,809 $909K 0.01% -4,882 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: 60,196 shares; 2024Q4: 58,807 shares; 2025Q1: 27,705 shares; 2025Q2: 30,020 shares; 2025Q3: 31,183 shares; 2025Q4: 32,806 shares 32,806 $904K 0.01% +1,623 Timeline QTUM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,581 shares; 2025Q4: 8,230 shares 8,230 $903K 0.01% +1,649 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 9,778 shares; 2025Q3: 9,788 shares; 2025Q4: 9,799 shares 9,799 $896K 0.01% +11 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: not reported; 2024Q4: 4,274 shares; 2025Q1: 4,507 shares; 2025Q2: 6,179 shares; 2025Q3: 6,016 shares; 2025Q4: 6,944 shares 6,944 $896K 0.01% +928 Timeline JMUB 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: 23,075 shares; 2024Q4: 21,279 shares; 2025Q1: 20,624 shares; 2025Q2: 19,529 shares; 2025Q3: 20,322 shares; 2025Q4: 17,653 shares 17,653 $891K 0.01% -2,669 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 27,025 shares; 2025Q1: 34,653 shares; 2025Q2: 38,042 shares; 2025Q3: 44,778 shares; 2025Q4: 50,270 shares 50,270 $890K 0.01% +5,492 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: 38,651 shares; 2025Q2: 51,043 shares; 2025Q3: 10,316 shares; 2025Q4: 10,615 shares 10,615 $888K 0.01% +299 Timeline IJJ 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: 58,190 shares; 2024Q4: 74,410 shares; 2025Q1: 59,111 shares; 2025Q2: 12,837 shares; 2025Q3: 50,196 shares; 2025Q4: 6,719 shares 6,719 $886K 0.01% -43,477 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: 7,148 shares; 2024Q4: 7,208 shares; 2025Q1: 7,511 shares; 2025Q2: 8,593 shares; 2025Q3: 8,753 shares; 2025Q4: 8,909 shares 8,909 $885K 0.01% +156 Timeline VDC 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: 5,476 shares; 2024Q4: 5,178 shares; 2025Q1: 3,774 shares; 2025Q2: 3,871 shares; 2025Q3: 4,117 shares; 2025Q4: 4,188 shares 4,188 $885K 0.01% +71 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 2,523 shares; 2025Q4: 2,841 shares 2,841 $883K 0.01% +318 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,837 shares; 2024Q4: 21,075 shares; 2025Q1: 21,405 shares; 2025Q2: 20,142 shares; 2025Q3: 19,422 shares; 2025Q4: 18,208 shares 18,208 $880K 0.01% -1,214 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,607 shares; 2024Q4: 35,708 shares; 2025Q1: 36,961 shares; 2025Q2: 35,851 shares; 2025Q3: 31,299 shares; 2025Q4: 30,370 shares 30,370 $880K 0.01% -929 Timeline USAU U S GOLD CORP More: the full row for U S GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,500 shares; 2024Q4: 54,400 shares; 2025Q1: 50,950 shares; 2025Q2: 49,400 shares; 2025Q3: 46,750 shares; 2025Q4: 45,250 shares 45,250 $878K 0.01% -1,500 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: not reported; 2025Q4: 16,181 shares 16,181 $875K 0.01% new Timeline EFG 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: 4,468 shares; 2024Q4: 10,807 shares; 2025Q1: 10,599 shares; 2025Q2: 8,794 shares; 2025Q3: 8,697 shares; 2025Q4: 7,629 shares 7,629 $870K 0.01% -1,068 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 7,060 shares; 2025Q1: 12,852 shares; 2025Q2: 12,848 shares; 2025Q3: 11,802 shares; 2025Q4: 14,082 shares 14,082 $869K 0.01% +2,280 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,296 shares; 2025Q3: 13,032 shares; 2025Q4: 13,657 shares 13,657 $867K 0.01% +625 Timeline VPU 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: 2,615 shares; 2024Q4: 3,825 shares; 2025Q1: 4,261 shares; 2025Q2: 4,355 shares; 2025Q3: 3,111 shares; 2025Q4: 4,682 shares 4,682 $867K 0.01% +1,571 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,808 shares; 2024Q4: 28,628 shares; 2025Q1: 6,385 shares; 2025Q2: 5,608 shares; 2025Q3: 5,237 shares; 2025Q4: 6,608 shares 6,608 $867K 0.01% +1,371 Timeline GVI 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: 3,056 shares; 2025Q2: 8,248 shares; 2025Q3: 9,474 shares; 2025Q4: 8,055 shares 8,055 $865K 0.01% -1,419 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: 2,037 shares; 2024Q4: 5,640 shares; 2025Q1: 2,781 shares; 2025Q2: 3,159 shares; 2025Q3: 3,292 shares; 2025Q4: 3,294 shares 3,294 $860K 0.01% +2 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: 4,800 shares; 2024Q4: 4,819 shares; 2025Q1: 4,594 shares; 2025Q2: 4,524 shares; 2025Q3: 4,517 shares; 2025Q4: 4,815 shares 4,815 $860K 0.01% +298 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,900 shares; 2025Q3: 50,800 shares; 2025Q4: 125,959 shares 125,959 $859K 0.01% +75,159 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 2,996 shares; 2025Q4: 3,112 shares 3,112 $857K 0.01% +116 Timeline FSMB 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: 32,184 shares; 2024Q4: 35,216 shares; 2025Q1: 39,662 shares; 2025Q2: 40,499 shares; 2025Q3: 39,911 shares; 2025Q4: 42,594 shares 42,594 $854K 0.01% +2,683 Timeline CATH 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: 8,372 shares; 2024Q4: 9,874 shares; 2025Q1: 10,804 shares; 2025Q2: 11,184 shares; 2025Q3: 11,139 shares; 2025Q4: 10,383 shares 10,383 $854K 0.01% -756 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 319,338 shares; 2025Q1: 8,818 shares; 2025Q2: 8,474 shares; 2025Q3: 8,865 shares; 2025Q4: 7,972 shares 7,972 $851K 0.01% -893 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 12,077 shares; 2025Q1: 22,406 shares; 2025Q2: 13,556 shares; 2025Q3: 11,897 shares; 2025Q4: 11,560 shares 11,560 $850K 0.01% -337 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,058 shares 17,058 $848K 0.01% new Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,814 shares; 2024Q4: 37,320 shares; 2025Q1: 37,411 shares; 2025Q2: 39,873 shares; 2025Q3: 41,221 shares; 2025Q4: 41,585 shares 41,585 $848K 0.01% +364 Timeline ECH 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: 20,982 shares 20,982 $848K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,124 shares; 2025Q2: 18,434 shares; 2025Q3: 18,362 shares; 2025Q4: 18,246 shares 18,246 $845K 0.01% -116 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: 13,818 shares; 2024Q4: 13,404 shares; 2025Q1: 12,518 shares; 2025Q2: 10,956 shares; 2025Q3: 10,974 shares; 2025Q4: 10,698 shares 10,698 $844K 0.01% -276 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,163 shares; 2024Q4: 21,189 shares; 2025Q1: 22,648 shares; 2025Q2: 14,817 shares; 2025Q3: 14,407 shares; 2025Q4: 14,937 shares 14,937 $842K 0.01% +530 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,823 shares; 2024Q4: 40,292 shares; 2025Q1: 40,253 shares; 2025Q2: 41,580 shares; 2025Q3: 47,625 shares; 2025Q4: 45,133 shares 45,133 $841K 0.01% -2,492 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,720 shares; 2025Q3: 2,858 shares; 2025Q4: 2,468 shares 2,468 $840K 0.01% -390 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: 6,781 shares; 2024Q4: 6,811 shares; 2025Q1: 7,903 shares; 2025Q2: 9,251 shares; 2025Q3: 8,930 shares; 2025Q4: 8,794 shares 8,794 $838K 0.01% -136 Timeline IYE 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: 49,100 shares; 2024Q4: 49,918 shares; 2025Q1: 58,330 shares; 2025Q2: 59,987 shares; 2025Q3: 21,203 shares; 2025Q4: 17,628 shares 17,628 $838K 0.01% -3,575 Timeline VSDB 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: not reported; 2025Q2: 7,605 shares; 2025Q3: 10,960 shares; 2025Q4: 10,960 shares 10,960 $838K 0.01% 0 Timeline VTIP 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: 24,225 shares; 2024Q4: 19,660 shares; 2025Q1: 19,967 shares; 2025Q2: 16,163 shares; 2025Q3: 16,833 shares; 2025Q4: 16,850 shares 16,850 $833K 0.01% +17 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,607 shares 16,607 $828K 0.01% new Timeline SPYM 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: 9,787 shares; 2024Q4: 6,243 shares; 2025Q1: 6,494 shares; 2025Q2: 7,265 shares; 2025Q3: 6,470 shares; 2025Q4: 10,301 shares 10,301 $827K 0.01% +3,831 Timeline IVLU 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: 7,679 shares; 2025Q3: 17,195 shares; 2025Q4: 21,665 shares 21,665 $825K 0.01% +4,470 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 4,322 shares; 2025Q1: 5,833 shares; 2025Q2: 17,594 shares; 2025Q3: 6,373 shares; 2025Q4: 6,168 shares 6,168 $820K 0.01% -205 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 16,650 shares; 2025Q4: 30,144 shares 30,144 $818K 0.01% +13,494 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 9,977 shares; 2025Q1: 9,985 shares; 2025Q2: 9,429 shares; 2025Q3: 9,356 shares; 2025Q4: 9,800 shares 9,800 $818K 0.01% +444 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,298 shares; 2025Q4: 39,937 shares 39,937 $818K 0.01% +3,639 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: not reported; 2024Q4: 24,309 shares; 2025Q1: 29,259 shares; 2025Q2: 40,521 shares; 2025Q3: 41,958 shares; 2025Q4: 33,840 shares 33,840 $813K 0.01% -8,118 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: 324,732 shares; 2024Q4: 483,656 shares; 2025Q1: 503,744 shares; 2025Q2: 149,890 shares; 2025Q3: 144,567 shares; 2025Q4: 32,142 shares 32,142 $809K 0.01% -112,425 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 4,787 shares; 2025Q1: 4,288 shares; 2025Q2: 4,972 shares; 2025Q3: 3,701 shares; 2025Q4: 3,520 shares 3,520 $807K 0.01% -181 Timeline LDUR 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: 9,184 shares; 2024Q4: 9,227 shares; 2025Q1: 8,685 shares; 2025Q2: 8,472 shares; 2025Q3: 8,550 shares; 2025Q4: 8,362 shares 8,362 $804K 0.01% -188 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: 13,394 shares; 2024Q4: 12,612 shares; 2025Q1: 11,934 shares; 2025Q2: 11,671 shares; 2025Q3: 16,115 shares; 2025Q4: 21,463 shares 21,463 $803K 0.01% +5,348 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: not reported; 2024Q4: 14,711 shares; 2025Q1: 27,803 shares; 2025Q2: 26,816 shares; 2025Q3: 30,770 shares; 2025Q4: 31,823 shares 31,823 $801K 0.01% +1,053 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,098 shares; 2024Q4: 32,729 shares; 2025Q1: 19,231 shares; 2025Q2: 78,680 shares; 2025Q3: 74,309 shares; 2025Q4: 40,508 shares 40,508 $801K 0.01% -33,801 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,437 shares; 2025Q3: 34,234 shares; 2025Q4: 36,312 shares 36,312 $800K 0.01% +2,078 Timeline SCHM 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: 3,976 shares; 2024Q4: 18,505 shares; 2025Q1: 18,451 shares; 2025Q2: 27,051 shares; 2025Q3: 36,406 shares; 2025Q4: 26,541 shares 26,541 $798K 0.01% -9,865 Timeline FUMB 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: 31,979 shares; 2024Q4: 34,992 shares; 2025Q1: 39,255 shares; 2025Q2: 39,187 shares; 2025Q3: 38,627 shares; 2025Q4: 39,578 shares 39,578 $794K 0.01% +951 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,563 shares; 2025Q1: 2,900 shares; 2025Q2: 8,166 shares; 2025Q3: 12,543 shares; 2025Q4: 4,272 shares 4,272 $793K 0.01% -8,271 Timeline FPX 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: 4,905 shares; 2024Q4: 4,907 shares; 2025Q1: 4,908 shares; 2025Q2: 5,062 shares; 2025Q3: 4,918 shares; 2025Q4: 4,826 shares 4,826 $790K 0.01% -92 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,713 shares; 2024Q4: 34,513 shares; 2025Q1: 28,963 shares; 2025Q2: 30,075 shares; 2025Q3: 30,723 shares; 2025Q4: 26,493 shares 26,493 $790K 0.01% -4,230 Timeline HEZU 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: 16,724 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,809 shares; 2025Q4: 18,022 shares 18,022 $789K 0.01% +213 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST 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: not reported; 2025Q2: not reported; 2025Q3: 4,427 shares; 2025Q4: 15,858 shares 15,858 $787K 0.01% +11,431 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 4,857 shares; 2025Q1: 10,290 shares; 2025Q2: 10,827 shares; 2025Q3: 11,197 shares; 2025Q4: 11,708 shares 11,708 $785K 0.01% +511 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,260 shares; 2025Q1: 1,273 shares; 2025Q2: 5,214 shares; 2025Q3: 5,223 shares; 2025Q4: 4,492 shares 4,492 $778K 0.01% -731 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,695 shares; 2025Q2: 49,933 shares; 2025Q3: 49,788 shares; 2025Q4: 48,960 shares 48,960 $776K 0.01% -828 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,503 shares; 2025Q3: 7,784 shares; 2025Q4: 7,734 shares 7,734 $773K 0.01% -50 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 3,879 shares; 2025Q1: 3,828 shares; 2025Q2: 3,644 shares; 2025Q3: 3,611 shares; 2025Q4: 3,607 shares 3,607 $772K 0.01% -4 Timeline HEDJ 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: 12,257 shares; 2024Q4: 12,520 shares; 2025Q1: 12,222 shares; 2025Q2: 12,678 shares; 2025Q3: 13,685 shares; 2025Q4: 14,461 shares 14,461 $767K 0.01% +776 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,942 shares; 2025Q1: 4,093 shares; 2025Q2: 9,107 shares; 2025Q3: 9,737 shares; 2025Q4: 9,688 shares 9,688 $766K 0.01% -49 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,343 shares; 2025Q1: 7,194 shares; 2025Q2: 4,315 shares; 2025Q3: 2,736 shares; 2025Q4: 2,727 shares 2,727 $761K 0.01% -9 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 11,603 shares; 2025Q3: 15,731 shares; 2025Q4: 10,602 shares 10,602 $759K 0.01% -5,129 Timeline IJT 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: 3,755 shares; 2024Q4: 3,696 shares; 2025Q1: 66,783 shares; 2025Q2: 66,038 shares; 2025Q3: 6,101 shares; 2025Q4: 5,365 shares 5,365 $759K 0.01% -736 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP 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: 11,490 shares; 2025Q3: 14,050 shares; 2025Q4: 9,547 shares 9,547 $757K 0.01% -4,503 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,516 shares; 2025Q3: 32,508 shares; 2025Q4: 32,250 shares 32,250 $754K 0.01% -258 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,029 shares; 2024Q4: 8,710 shares; 2025Q1: 9,462 shares; 2025Q2: 15,783 shares; 2025Q3: 16,864 shares; 2025Q4: 14,901 shares 14,901 $752K 0.01% -1,963 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: 10,310 shares; 2024Q4: 11,049 shares; 2025Q1: 11,824 shares; 2025Q2: 11,211 shares; 2025Q3: 21,120 shares; 2025Q4: 19,206 shares 19,206 $752K 0.01% -1,914 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 63,500 shares 63,500 $750K 0.01% +28,500 Timeline BSBR BANCO SANTANDER BRASIL S A More: the full row for BANCO SANTANDER BRASIL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,433 shares; 2025Q2: 127,365 shares; 2025Q3: 127,691 shares; 2025Q4: 122,652 shares 122,652 $749K 0.01% -5,039 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,796 shares; 2025Q1: 3,720 shares; 2025Q2: 3,644 shares; 2025Q3: 3,674 shares; 2025Q4: 3,673 shares 3,673 $748K 0.01% -1 Timeline FLOT 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: 15,579 shares; 2024Q4: 15,338 shares; 2025Q1: 15,684 shares; 2025Q2: 15,219 shares; 2025Q3: 15,216 shares; 2025Q4: 14,695 shares 14,695 $747K 0.01% -521 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,949 shares; 2025Q2: 27,270 shares; 2025Q3: 29,174 shares; 2025Q4: 29,324 shares 29,324 $747K 0.01% +150 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: 5,080 shares; 2024Q4: 4,797 shares; 2025Q1: 4,076 shares; 2025Q2: 3,832 shares; 2025Q3: 3,772 shares; 2025Q4: 5,851 shares 5,851 $746K 0.01% +2,079 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: 5,597 shares; 2024Q4: 27,770 shares; 2025Q1: 27,995 shares; 2025Q2: 28,951 shares; 2025Q3: 29,292 shares; 2025Q4: 29,049 shares 29,049 $744K 0.01% -243 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: 4,347 shares; 2024Q4: 6,018 shares; 2025Q1: 19,997 shares; 2025Q2: 28,593 shares; 2025Q3: 8,691 shares; 2025Q4: 8,674 shares 8,674 $742K 0.01% -17 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,955 shares; 2024Q4: 55,889 shares; 2025Q1: 63,563 shares; 2025Q2: 70,726 shares; 2025Q3: 82,665 shares; 2025Q4: 87,691 shares 87,691 $733K 0.01% +5,026 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: not reported; 2024Q4: 8,436 shares; 2025Q1: 8,720 shares; 2025Q2: 9,218 shares; 2025Q3: 9,077 shares; 2025Q4: 9,163 shares 9,163 $731K 0.01% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,487 shares; 2025Q3: 9,839 shares; 2025Q4: 11,216 shares 11,216 $727K 0.01% +1,377 Timeline GJUL 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: 7,974 shares; 2024Q4: 7,974 shares; 2025Q1: 7,791 shares; 2025Q2: 7,791 shares; 2025Q3: 18,196 shares; 2025Q4: 17,546 shares 17,546 $725K 0.01% -650 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,383 shares; 2024Q4: 26,535 shares; 2025Q1: 24,028 shares; 2025Q2: 28,620 shares; 2025Q3: 31,722 shares; 2025Q4: 29,990 shares 29,990 $723K 0.01% -1,732 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 12,237 shares; 2025Q1: 13,849 shares; 2025Q2: 16,223 shares; 2025Q3: 17,524 shares; 2025Q4: 15,223 shares 15,223 $721K 0.01% -2,301 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 16,165 shares; 2025Q1: 13,939 shares; 2025Q2: 19,021 shares; 2025Q3: 21,512 shares; 2025Q4: 24,267 shares 24,267 $717K 0.01% +2,755 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,918 shares; 2024Q4: 31,543 shares; 2025Q1: 18,334 shares; 2025Q2: 18,715 shares; 2025Q3: 17,860 shares; 2025Q4: 49,786 shares 49,786 $715K 0.01% +31,926 Timeline DDIV 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: 16,352 shares; 2024Q4: 16,492 shares; 2025Q1: 18,546 shares; 2025Q2: 17,830 shares; 2025Q3: 18,224 shares; 2025Q4: 17,211 shares 17,211 $715K 0.01% -1,013 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,004 shares; 2024Q4: 8,994 shares; 2025Q1: 11,844 shares; 2025Q2: 11,221 shares; 2025Q3: 10,993 shares; 2025Q4: 9,452 shares 9,452 $712K 0.01% -1,541 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 4,354 shares; 2025Q1: 4,668 shares; 2025Q2: 6,419 shares; 2025Q3: 11,719 shares; 2025Q4: 8,957 shares 8,957 $711K 0.01% -2,762 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 7,635 shares; 2025Q1: 7,343 shares; 2025Q2: 5,927 shares; 2025Q3: 5,963 shares; 2025Q4: 7,017 shares 7,017 $708K 0.01% +1,054 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA 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: 187,807 shares 187,807 $708K 0.01% new Timeline ITB 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: 52,156 shares; 2024Q4: 3,125 shares; 2025Q1: 4,542 shares; 2025Q2: 4,665 shares; 2025Q3: 5,314 shares; 2025Q4: 7,319 shares 7,319 $705K 0.01% +2,005 Timeline TIPT TIPTREE INC More: the full row for TIPTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,547 shares; 2024Q4: 38,547 shares; 2025Q1: 38,447 shares; 2025Q2: 38,447 shares; 2025Q3: 38,447 shares; 2025Q4: 38,412 shares 38,412 $702K 0.01% -35 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 13,189 shares; 2025Q1: 17,701 shares; 2025Q2: 19,496 shares; 2025Q3: 19,274 shares; 2025Q4: 19,178 shares 19,178 $702K 0.01% -96 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,950 shares; 2025Q1: 3,105 shares; 2025Q2: 3,081 shares; 2025Q3: 14,027 shares; 2025Q4: 3,075 shares 3,075 $701K 0.01% -10,952 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: 24,369 shares; 2024Q4: 42,238 shares; 2025Q1: 35,724 shares; 2025Q2: 53,948 shares; 2025Q3: 66,470 shares; 2025Q4: 65,335 shares 65,335 $700K 0.01% -1,135 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,635 shares; 2024Q4: 6,629 shares; 2025Q1: 6,193 shares; 2025Q2: 6,132 shares; 2025Q3: 6,173 shares; 2025Q4: 4,957 shares 4,957 $696K 0.01% -1,216 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 38,626 shares; 2025Q2: 37,303 shares; 2025Q3: 37,369 shares; 2025Q4: 35,957 shares 35,957 $695K 0.01% -1,412 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM 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: 28,371 shares; 2025Q3: 28,122 shares; 2025Q4: 27,865 shares 27,865 $694K 0.01% -257 Timeline IWN 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: 8,129 shares; 2024Q4: 6,565 shares; 2025Q1: 5,772 shares; 2025Q2: 4,810 shares; 2025Q3: 4,649 shares; 2025Q4: 3,824 shares 3,824 $694K 0.01% -825 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: 3,167 shares; 2025Q4: 3,367 shares 3,367 $692K 0.01% +200 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: 13,237 shares; 2024Q4: 13,733 shares; 2025Q1: 11,400 shares; 2025Q2: 11,451 shares; 2025Q3: 11,112 shares; 2025Q4: 16,675 shares 16,675 $689K 0.01% +5,563 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: 5,727 shares; 2024Q4: 5,721 shares; 2025Q1: 5,844 shares; 2025Q2: 5,772 shares; 2025Q3: 6,265 shares; 2025Q4: 5,800 shares 5,800 $688K 0.01% -465 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 2,574 shares; 2025Q2: 4,757 shares; 2025Q3: 1,536 shares; 2025Q4: 1,624 shares 1,624 $685K 0.01% +88 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,689 shares; 2025Q1: 2,674 shares; 2025Q2: 4,106 shares; 2025Q3: 4,019 shares; 2025Q4: 4,035 shares 4,035 $685K 0.01% +16 Timeline MBB 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: 7,963 shares; 2024Q4: 8,828 shares; 2025Q1: 7,345 shares; 2025Q2: 7,752 shares; 2025Q3: 7,731 shares; 2025Q4: 7,160 shares 7,160 $684K 0.01% -571 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,236 shares 4,236 $681K 0.01% new 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: 18,664 shares; 2024Q4: 18,710 shares; 2025Q1: 18,710 shares; 2025Q2: 18,711 shares; 2025Q3: 18,711 shares; 2025Q4: 18,712 shares 18,712 $677K 0.01% +1 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: 14,368 shares; 2024Q4: 15,122 shares; 2025Q1: 14,398 shares; 2025Q2: 14,843 shares; 2025Q3: 12,410 shares; 2025Q4: 11,923 shares 11,923 $675K 0.01% -487 Timeline 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: 7,980 shares; 2024Q4: 8,155 shares; 2025Q1: 8,623 shares; 2025Q2: 8,673 shares; 2025Q3: 8,446 shares; 2025Q4: 8,365 shares 8,365 $672K 0.01% -81 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 3,675 shares; 2025Q1: 6,237 shares; 2025Q2: 11,003 shares; 2025Q3: 9,327 shares; 2025Q4: 7,526 shares 7,526 $670K 0.01% -1,801 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 7,434 shares; 2025Q1: 8,095 shares; 2025Q2: 11,609 shares; 2025Q3: 21,667 shares; 2025Q4: 17,648 shares 17,648 $670K 0.01% -4,019 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,976 shares; 2024Q4: 13,307 shares; 2025Q1: 14,620 shares; 2025Q2: 14,685 shares; 2025Q3: 15,869 shares; 2025Q4: 16,430 shares 16,430 $666K 0.01% +561 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,254 shares; 2025Q2: 25,254 shares; 2025Q3: 25,254 shares; 2025Q4: 25,254 shares 25,254 $665K 0.01% 0 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: 11,432 shares; 2024Q4: 12,365 shares; 2025Q1: 14,563 shares; 2025Q2: 15,038 shares; 2025Q3: 10,948 shares; 2025Q4: 13,685 shares 13,685 $663K 0.01% +2,737 Timeline QXO QXO INC More: the full row for QXO 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: 27,700 shares; 2025Q3: 33,988 shares; 2025Q4: 34,108 shares 34,108 $658K 0.01% +120 Timeline LRGE 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: 10,158 shares; 2024Q4: 9,990 shares; 2025Q1: 8,537 shares; 2025Q2: 8,387 shares; 2025Q3: 8,387 shares; 2025Q4: 7,982 shares 7,982 $657K 0.01% -405 Timeline CSIQ CANADIAN SOLAR INC More: the full row for CANADIAN SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,877 shares; 2024Q4: 18,805 shares; 2025Q1: 30,328 shares; 2025Q2: 29,929 shares; 2025Q3: 29,403 shares; 2025Q4: 27,478 shares 27,478 $653K 0.01% -1,925 Timeline TRND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,697 shares; 2025Q4: 19,397 shares 19,397 $653K 0.01% +9,700 Timeline FDEC 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: 10,455 shares; 2024Q4: 12,443 shares; 2025Q1: 12,677 shares; 2025Q2: 12,945 shares; 2025Q3: 12,889 shares; 2025Q4: 12,686 shares 12,686 $649K 0.01% -203 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: 7,979 shares; 2024Q4: 9,045 shares; 2025Q1: 11,121 shares; 2025Q2: 13,487 shares; 2025Q3: 13,490 shares; 2025Q4: 14,327 shares 14,327 $645K 0.01% +837 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,101 shares; 2024Q4: 21,101 shares; 2025Q1: 21,101 shares; 2025Q2: 20,926 shares; 2025Q3: 20,176 shares; 2025Q4: 20,176 shares 20,176 $642K 0.01% 0 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: 11,511 shares; 2024Q4: 13,316 shares; 2025Q1: 10,706 shares; 2025Q2: 16,005 shares; 2025Q3: 15,777 shares; 2025Q4: 14,716 shares 14,716 $642K 0.01% -1,061 Timeline INCM 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: 32,051 shares; 2024Q4: 30,921 shares; 2025Q1: 30,622 shares; 2025Q2: 38,585 shares; 2025Q3: 42,453 shares; 2025Q4: 22,810 shares 22,810 $640K 0.01% -19,643 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,014 shares; 2024Q4: 23,925 shares; 2025Q1: 23,092 shares; 2025Q2: 55,044 shares; 2025Q3: 28,101 shares; 2025Q4: 28,603 shares 28,603 $638K 0.01% +502 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,843 shares; 2024Q4: 41,877 shares; 2025Q1: 39,416 shares; 2025Q2: 38,197 shares; 2025Q3: 37,155 shares; 2025Q4: 36,364 shares 36,364 $637K 0.01% -791 Timeline BIL 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: 3,773 shares; 2024Q4: 4,858 shares; 2025Q1: 4,666 shares; 2025Q2: 5,830 shares; 2025Q3: 6,672 shares; 2025Q4: 6,954 shares 6,954 $636K 0.01% +282 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,701 shares; 2024Q4: 6,707 shares; 2025Q1: 10,983 shares; 2025Q2: 12,079 shares; 2025Q3: 5,578 shares; 2025Q4: 6,199 shares 6,199 $635K 0.01% +621 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 5,745 shares; 2025Q1: 6,811 shares; 2025Q2: 6,717 shares; 2025Q3: 6,717 shares; 2025Q4: 6,170 shares 6,170 $634K 0.01% -547 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: 2,808 shares; 2024Q4: 3,091 shares; 2025Q1: 4,536 shares; 2025Q2: 4,492 shares; 2025Q3: 5,920 shares; 2025Q4: 7,630 shares 7,630 $633K 0.01% +1,710 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,060 shares 33,060 $630K 0.01% new Timeline BNR BURNING ROCK BIOTECH LTD More: the full row for BURNING ROCK BIOTECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,755 shares; 2025Q4: 31,185 shares 31,185 $628K 0.01% +6,430 Timeline IYK 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: 9,006 shares; 2024Q4: 9,007 shares; 2025Q1: 8,912 shares; 2025Q2: 8,912 shares; 2025Q3: 8,962 shares; 2025Q4: 9,357 shares 9,357 $626K 0.01% +395 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,618 shares; 2024Q4: 6,596 shares; 2025Q1: 5,756 shares; 2025Q2: 5,903 shares; 2025Q3: 5,245 shares; 2025Q4: 5,567 shares 5,567 $626K 0.01% +322 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,970 shares; 2024Q4: 7,035 shares; 2025Q1: 7,009 shares; 2025Q2: 6,715 shares; 2025Q3: 2,495 shares; 2025Q4: 2,146 shares 2,146 $624K 0.01% -349 Timeline FLMI 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: not reported; 2024Q4: not reported; 2025Q1: 12,434 shares; 2025Q2: 17,888 shares; 2025Q3: 22,736 shares; 2025Q4: 25,075 shares 25,075 $624K 0.01% +2,339 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 6,380 shares; 2025Q1: 6,380 shares; 2025Q2: 15,150 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $623K 0.01% 0 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 6,189 shares; 2025Q1: 6,762 shares; 2025Q2: 7,740 shares; 2025Q3: 7,452 shares; 2025Q4: 7,207 shares 7,207 $622K 0.01% -245 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,504 shares; 2024Q4: 45,288 shares; 2025Q1: 26,426 shares; 2025Q2: 27,356 shares; 2025Q3: 27,143 shares; 2025Q4: 25,903 shares 25,903 $619K 0.01% -1,240 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: not reported; 2025Q1: not reported; 2025Q2: 12,047 shares; 2025Q3: 15,300 shares; 2025Q4: 17,942 shares 17,942 $619K 0.01% +2,642 Timeline GNSS GENASYS INC More: the full row for GENASYS 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: 226,400 shares; 2025Q3: 246,150 shares; 2025Q4: 288,150 shares 288,150 $618K 0.01% +42,000 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,065 shares; 2024Q4: 160,055 shares; 2025Q1: 163,765 shares; 2025Q2: 161,340 shares; 2025Q3: 160,275 shares; 2025Q4: 149,035 shares 149,035 $616K 0.01% -11,240 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,020 shares; 2024Q4: 49,087 shares; 2025Q1: 47,349 shares; 2025Q2: 46,318 shares; 2025Q3: 45,443 shares; 2025Q4: 37,305 shares 37,305 $614K 0.01% -8,138 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: not reported; 2024Q4: not reported; 2025Q1: 19,736 shares; 2025Q2: 46,084 shares; 2025Q3: 12,522 shares; 2025Q4: 12,074 shares 12,074 $613K 0.01% -448 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 12,514 shares; 2025Q2: 29,742 shares; 2025Q3: 26,036 shares; 2025Q4: 4,785 shares 4,785 $612K 0.01% -21,251 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: 12,974 shares; 2024Q4: 13,738 shares; 2025Q1: 7,970 shares; 2025Q2: 7,042 shares; 2025Q3: 8,338 shares; 2025Q4: 8,239 shares 8,239 $609K 0.01% -99 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,716 shares; 2025Q1: 8,222 shares; 2025Q2: 8,574 shares; 2025Q3: 8,427 shares; 2025Q4: 8,212 shares 8,212 $608K 0.01% -215 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,458 shares; 2025Q3: 17,572 shares; 2025Q4: 16,590 shares 16,590 $605K 0.01% -982 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,180 shares; 2025Q1: 5,908 shares; 2025Q2: 7,797 shares; 2025Q3: 7,235 shares; 2025Q4: 5,906 shares 5,906 $595K 0.01% -1,329 Timeline JD JD.COM INC More: the full row for JD.COM 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: 17,930 shares; 2025Q4: 20,713 shares 20,713 $594K 0.01% +2,783 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,383 shares; 2025Q3: 15,991 shares; 2025Q4: 15,239 shares 15,239 $591K 0.01% -752 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: not reported; 2025Q1: 3,275 shares; 2025Q2: 5,043 shares; 2025Q3: 5,047 shares; 2025Q4: 6,098 shares 6,098 $585K 0.01% +1,051 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,410 shares; 2025Q1: 4,237 shares; 2025Q2: 5,936 shares; 2025Q3: 2,927 shares; 2025Q4: 3,006 shares 3,006 $585K 0.01% +79 Timeline IYR 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: 5,645 shares; 2024Q4: 6,356 shares; 2025Q1: 5,936 shares; 2025Q2: 6,781 shares; 2025Q3: 6,541 shares; 2025Q4: 6,208 shares 6,208 $583K 0.01% -333 Timeline SDIV 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: 13,377 shares; 2024Q4: 13,338 shares; 2025Q1: 20,376 shares; 2025Q2: 23,242 shares; 2025Q3: 22,935 shares; 2025Q4: 24,240 shares 24,240 $582K 0.01% +1,305 Timeline 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: 3,732 shares; 2024Q4: 5,229 shares; 2025Q1: 6,363 shares; 2025Q2: 5,153 shares; 2025Q3: 4,985 shares; 2025Q4: 4,716 shares 4,716 $580K 0.01% -269 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,680 shares; 2025Q3: 9,227 shares; 2025Q4: 8,750 shares 8,750 $577K 0.01% -477 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: 11,590 shares; 2024Q4: 11,559 shares; 2025Q1: 11,254 shares; 2025Q2: 11,302 shares; 2025Q3: 10,681 shares; 2025Q4: 7,401 shares 7,401 $575K 0.01% -3,280 Timeline DFCF 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: 5,310 shares; 2025Q2: 9,759 shares; 2025Q3: 10,262 shares; 2025Q4: 13,486 shares 13,486 $574K 0.01% +3,224 Timeline SPHD 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: 16,177 shares; 2024Q4: 16,340 shares; 2025Q1: 14,322 shares; 2025Q2: 14,727 shares; 2025Q3: 12,369 shares; 2025Q4: 11,930 shares 11,930 $573K 0.01% -439 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,537 shares; 2024Q4: 8,719 shares; 2025Q1: 7,765 shares; 2025Q2: 8,065 shares; 2025Q3: 7,843 shares; 2025Q4: 7,604 shares 7,604 $572K 0.01% -239 Timeline ICLN 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: 32,389 shares; 2024Q4: 31,841 shares; 2025Q1: 31,322 shares; 2025Q2: 31,310 shares; 2025Q3: 90,839 shares; 2025Q4: 34,651 shares 34,651 $569K 0.01% -56,188 Timeline LVHD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,189 shares; 2025Q3: 14,439 shares; 2025Q4: 14,259 shares 14,259 $569K 0.01% -180 Timeline IWV 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: 2,265 shares; 2024Q4: 1,419 shares; 2025Q1: 1,439 shares; 2025Q2: 1,463 shares; 2025Q3: 1,466 shares; 2025Q4: 1,457 shares 1,457 $567K 0.01% -9 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 6,998 shares; 2025Q1: 6,943 shares; 2025Q2: 7,375 shares; 2025Q3: 7,542 shares; 2025Q4: 7,045 shares 7,045 $566K 0.01% -497 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND 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: 16,780 shares; 2025Q3: 21,780 shares; 2025Q4: 53,780 shares 53,780 $564K 0.01% +32,000 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: 781 shares; 2024Q4: 1,094 shares; 2025Q1: 965 shares; 2025Q2: 1,791 shares; 2025Q3: 1,775 shares; 2025Q4: 1,792 shares 1,792 $560K 0.01% +17 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: 3,389 shares; 2024Q4: 3,399 shares; 2025Q1: 3,390 shares; 2025Q2: 3,453 shares; 2025Q3: 3,684 shares; 2025Q4: 3,895 shares 3,895 $559K 0.01% +211 Timeline IGLB 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: 15,349 shares; 2025Q1: 14,888 shares; 2025Q2: 11,169 shares; 2025Q3: 10,839 shares; 2025Q4: 11,067 shares 11,067 $559K 0.01% +228 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 12,102 shares; 2025Q1: 10,947 shares; 2025Q2: 6,604 shares; 2025Q3: 6,376 shares; 2025Q4: 3,020 shares 3,020 $557K 0.01% -3,356 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES 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: 12,960 shares 12,960 $557K 0.01% new Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,613 shares; 2024Q4: 13,976 shares; 2025Q1: 25,098 shares; 2025Q2: 24,546 shares; 2025Q3: 22,458 shares; 2025Q4: 21,043 shares 21,043 $555K 0.01% -1,415 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,589 shares; 2025Q2: 14,293 shares; 2025Q3: 14,173 shares; 2025Q4: 13,715 shares 13,715 $554K 0.01% -458 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,591 shares; 2025Q1: 2,677 shares; 2025Q2: 3,835 shares; 2025Q3: 3,853 shares; 2025Q4: 3,895 shares 3,895 $552K 0.01% +42 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,097 shares; 2025Q3: 10,096 shares; 2025Q4: 9,890 shares 9,890 $552K 0.01% -206 Timeline EMB 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: 4,918 shares; 2024Q4: 5,097 shares; 2025Q1: 5,670 shares; 2025Q2: 5,690 shares; 2025Q3: 5,605 shares; 2025Q4: 5,681 shares 5,681 $547K 0.01% +76 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: 44,917 shares; 2024Q4: 42,204 shares; 2025Q1: 46,984 shares; 2025Q2: 51,542 shares; 2025Q3: 69,069 shares; 2025Q4: 67,421 shares 67,421 $547K 0.01% -1,648 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,857 shares; 2024Q4: 13,754 shares; 2025Q1: 12,169 shares; 2025Q2: 14,423 shares; 2025Q3: 20,071 shares; 2025Q4: 19,292 shares 19,292 $545K 0.01% -779 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 12,126 shares; 2025Q1: 3,955 shares; 2025Q2: 4,202 shares; 2025Q3: 6,710 shares; 2025Q4: 3,932 shares 3,932 $543K 0.01% -2,778 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,319 shares; 2025Q1: 1,238 shares; 2025Q2: 6,632 shares; 2025Q3: 2,931 shares; 2025Q4: 1,957 shares 1,957 $542K 0.01% -974 Timeline GLU GABELLI GLOBAL UTIL & INCOME More: the full row for GABELLI GLOBAL UTIL & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,425 shares; 2024Q4: 32,425 shares; 2025Q1: 32,572 shares; 2025Q2: 32,572 shares; 2025Q3: 32,072 shares; 2025Q4: 28,072 shares 28,072 $541K 0.01% -4,000 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,455 shares; 2025Q1: 6,332 shares; 2025Q2: 7,875 shares; 2025Q3: 7,900 shares; 2025Q4: 11,726 shares 11,726 $538K 0.01% +3,826 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 11,387 shares; 2025Q1: 13,900 shares; 2025Q2: 15,319 shares; 2025Q3: 15,111 shares; 2025Q4: 11,927 shares 11,927 $537K 0.01% -3,184 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: 4,799 shares; 2024Q4: 4,840 shares; 2025Q1: 4,840 shares; 2025Q2: 5,132 shares; 2025Q3: 6,634 shares; 2025Q4: 6,500 shares 6,500 $536K 0.01% -134 Timeline PXJ 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: 13,094 shares; 2024Q4: 19,372 shares; 2025Q1: 22,409 shares; 2025Q2: 20,457 shares; 2025Q3: 19,190 shares; 2025Q4: 18,252 shares 18,252 $536K 0.01% -938 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,089 shares; 2025Q1: 1,096 shares; 2025Q2: 1,101 shares; 2025Q3: 1,105 shares; 2025Q4: 1,099 shares 1,099 $535K 0.01% -6 Timeline EWZ 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: 16,723 shares; 2025Q2: 16,823 shares; 2025Q3: 16,823 shares; 2025Q4: 16,823 shares 16,823 $534K 0.01% 0 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,378 shares; 2025Q4: 8,066 shares 8,066 $532K 0.01% -312 Timeline IDLV 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: 8,769 shares; 2024Q4: 9,512 shares; 2025Q1: 10,654 shares; 2025Q2: 17,745 shares; 2025Q3: 16,212 shares; 2025Q4: 15,649 shares 15,649 $531K 0.01% -563 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: not reported; 2025Q3: 1,962 shares; 2025Q4: 3,681 shares 3,681 $530K 0.01% +1,719 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,050 shares; 2025Q3: 8,022 shares; 2025Q4: 8,537 shares 8,537 $523K 0.01% +515 Timeline INDA 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: 29,935 shares; 2024Q4: 8,874 shares; 2025Q1: not reported; 2025Q2: 22,540 shares; 2025Q3: 12,738 shares; 2025Q4: 9,639 shares 9,639 $521K 0.01% -3,099 Timeline BUFY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,412 shares; 2025Q3: 19,465 shares; 2025Q4: 23,403 shares 23,403 $520K 0.01% +3,938 Timeline AVDV 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: 4,095 shares; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 2,743 shares; 2025Q3: 14,384 shares; 2025Q4: 5,523 shares 5,523 $519K 0.01% -8,861 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,557 shares; 2025Q1: 3,162 shares; 2025Q2: 3,321 shares; 2025Q3: 3,444 shares; 2025Q4: 5,511 shares 5,511 $519K 0.01% +2,067 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,017 shares; 2025Q2: 4,017 shares; 2025Q3: 4,017 shares; 2025Q4: 7,509 shares 7,509 $519K 0.01% +3,492 Timeline AES AES CORP More: the full row for AES 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: 34,890 shares; 2025Q3: 36,795 shares; 2025Q4: 36,045 shares 36,045 $517K 0.01% -750 Timeline SCZ 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: 7,235 shares; 2024Q4: 7,176 shares; 2025Q1: 6,659 shares; 2025Q2: 6,424 shares; 2025Q3: 6,079 shares; 2025Q4: 6,664 shares 6,664 $517K 0.01% +585 Timeline XLG 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: not reported; 2025Q2: 5,597 shares; 2025Q3: 7,429 shares; 2025Q4: 8,703 shares 8,703 $516K 0.01% +1,274 Timeline EVMO 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: 7,937 shares; 2025Q4: 10,175 shares 10,175 $516K 0.01% +2,238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,197 shares; 2025Q3: 7,157 shares; 2025Q4: 9,900 shares 9,900 $515K 0.01% +2,743 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: 4,670 shares; 2024Q4: 4,671 shares; 2025Q1: 7,728 shares; 2025Q2: 7,781 shares; 2025Q3: 7,777 shares; 2025Q4: 8,279 shares 8,279 $515K 0.01% +502 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 3,155 shares; 2025Q4: 3,315 shares 3,315 $508K 0.01% +160 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,304 shares; 2025Q2: 1,641 shares; 2025Q3: 1,371 shares; 2025Q4: 1,437 shares 1,437 $508K 0.01% +66 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,333 shares; 2025Q1: 6,811 shares; 2025Q2: 8,705 shares; 2025Q3: 8,268 shares; 2025Q4: 6,004 shares 6,004 $507K 0.01% -2,264 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: 4,964 shares; 2024Q4: 33,400 shares; 2025Q1: 9,280 shares; 2025Q2: 6,254 shares; 2025Q3: 6,494 shares; 2025Q4: 6,347 shares 6,347 $507K 0.01% -147 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 3,083 shares; 2025Q1: 3,640 shares; 2025Q2: 4,158 shares; 2025Q3: 4,672 shares; 2025Q4: 4,823 shares 4,823 $505K 0.01% +151 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 7,978 shares; 2025Q1: 8,008 shares; 2025Q2: 8,126 shares; 2025Q3: 7,976 shares; 2025Q4: 7,901 shares 7,901 $503K 0.01% -75 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: 12,712 shares; 2024Q4: 11,976 shares; 2025Q1: 10,437 shares; 2025Q2: 39,302 shares; 2025Q3: 40,266 shares; 2025Q4: 13,596 shares 13,596 $503K 0.01% -26,670 Timeline AMZA 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: 7,565 shares; 2024Q4: not reported; 2025Q1: 90,660 shares; 2025Q2: 45,675 shares; 2025Q3: not reported; 2025Q4: 12,719 shares 12,719 $503K 0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,594 shares; 2025Q1: 4,595 shares; 2025Q2: 4,547 shares; 2025Q3: 4,548 shares; 2025Q4: 4,548 shares 4,548 $502K 0.01% 0 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,470 shares; 2025Q2: 5,226 shares; 2025Q3: 6,918 shares; 2025Q4: 7,329 shares 7,329 $500K 0.01% +411 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,217 shares 13,217 $499K 0.01% new 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: 6,877 shares; 2025Q2: 7,730 shares; 2025Q3: 8,185 shares; 2025Q4: 2,704 shares 2,704 $499K 0.01% -5,481 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: 6,262 shares; 2024Q4: 6,294 shares; 2025Q1: 6,390 shares; 2025Q2: 6,433 shares; 2025Q3: 6,381 shares; 2025Q4: 6,161 shares 6,161 $498K 0.01% -220 Timeline 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: 31,371 shares; 2024Q4: 14,957 shares; 2025Q1: 20,656 shares; 2025Q2: 6,753 shares; 2025Q3: 6,793 shares; 2025Q4: 6,403 shares 6,403 $496K 0.01% -390 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 7,363 shares; 2025Q1: 9,141 shares; 2025Q2: 8,626 shares; 2025Q3: 9,360 shares; 2025Q4: 9,168 shares 9,168 $495K 0.01% -192 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,968 shares; 2025Q2: 8,817 shares; 2025Q3: 8,166 shares; 2025Q4: 7,215 shares 7,215 $493K 0.01% -951 Timeline IUSB 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: 10,208 shares; 2024Q4: 17,163 shares; 2025Q1: 9,362 shares; 2025Q2: 9,558 shares; 2025Q3: 11,787 shares; 2025Q4: 10,497 shares 10,497 $489K 0.01% -1,290 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: 1,370 shares; 2024Q4: 1,420 shares; 2025Q1: 1,651 shares; 2025Q2: 2,311 shares; 2025Q3: 2,659 shares; 2025Q4: 2,499 shares 2,499 $489K 0.01% -160 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 6,215 shares; 2025Q1: 6,751 shares; 2025Q2: 8,654 shares; 2025Q3: 8,511 shares; 2025Q4: 5,582 shares 5,582 $487K 0.01% -2,929 Timeline GAP GAP INC More: the full row for GAP 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: 41,677 shares; 2025Q3: 19,489 shares; 2025Q4: 18,962 shares 18,962 $485K 0.01% -527 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,166 shares; 2025Q3: 13,386 shares; 2025Q4: 12,943 shares 12,943 $485K 0.01% -443 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,682 shares; 2025Q3: 26,467 shares; 2025Q4: 22,199 shares 22,199 $484K 0.01% -4,268 Timeline MBCN MIDDLEFIELD BANC CORP More: the full row for MIDDLEFIELD BANC 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: 13,328 shares; 2025Q4: 13,828 shares 13,828 $478K 0.01% +500 Timeline SHYG 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: 136,068 shares; 2024Q4: 128,299 shares; 2025Q1: 51,874 shares; 2025Q2: 45,080 shares; 2025Q3: 40,418 shares; 2025Q4: 11,083 shares 11,083 $475K 0.01% -29,335 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL 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: 2,600 shares; 2025Q3: 2,578 shares; 2025Q4: 2,904 shares 2,904 $475K 0.01% +326 Timeline BALT 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: 7,695 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 14,129 shares 14,129 $473K 0.01% +5,393 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: 5,845 shares; 2024Q4: 5,651 shares; 2025Q1: 5,981 shares; 2025Q2: 5,786 shares; 2025Q3: 5,794 shares; 2025Q4: 4,920 shares 4,920 $473K 0.01% -874 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: 31,293 shares; 2024Q4: 31,604 shares; 2025Q1: 30,215 shares; 2025Q2: 46,771 shares; 2025Q3: 39,355 shares; 2025Q4: 31,925 shares 31,925 $473K 0.01% -7,430 Timeline YSEP 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: 18,988 shares; 2024Q4: 18,988 shares; 2025Q1: 18,988 shares; 2025Q2: 18,988 shares; 2025Q3: 18,988 shares; 2025Q4: 18,110 shares 18,110 $471K 0.01% -878 Timeline FNDF 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: 7,714 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,404 shares 10,404 $470K 0.01% new Timeline FAUG 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: 8,808 shares; 2024Q4: 8,808 shares; 2025Q1: 8,740 shares; 2025Q2: 8,740 shares; 2025Q3: 9,340 shares; 2025Q4: 8,779 shares 8,779 $465K 0.01% -561 Timeline AOR 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: 10,013 shares; 2024Q4: 10,341 shares; 2025Q1: 10,391 shares; 2025Q2: 10,950 shares; 2025Q3: 11,058 shares; 2025Q4: 7,150 shares 7,150 $465K 0.01% -3,908 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 6,080 shares; 2025Q3: 6,129 shares; 2025Q4: 5,901 shares 5,901 $462K 0.01% -228 Timeline SCHA 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: 5,150 shares; 2024Q4: 15,001 shares; 2025Q1: 10,025 shares; 2025Q2: 17,681 shares; 2025Q3: 18,202 shares; 2025Q4: 16,114 shares 16,114 $459K 0.01% -2,088 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,727 shares 8,727 $458K 0.01% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,115 shares; 2025Q1: 5,882 shares; 2025Q2: 5,627 shares; 2025Q3: 5,507 shares; 2025Q4: 5,450 shares 5,450 $458K 0.01% -57 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,773 shares; 2025Q1: 8,981 shares; 2025Q2: 7,147 shares; 2025Q3: 7,457 shares; 2025Q4: 8,008 shares 8,008 $458K 0.01% +551 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,019 shares; 2024Q4: 22,138 shares; 2025Q1: 25,982 shares; 2025Q2: 22,981 shares; 2025Q3: 23,076 shares; 2025Q4: 26,319 shares 26,319 $457K 0.01% +3,243 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 9,615 shares; 2025Q1: 9,594 shares; 2025Q2: 9,456 shares; 2025Q3: 8,820 shares; 2025Q4: 8,615 shares 8,615 $456K 0.01% -205 Timeline BULL WEBULL CORP More: the full row for WEBULL 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: 39,379 shares; 2025Q4: 58,624 shares 58,624 $455K 0.01% +19,245 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 9,967 shares; 2025Q1: 12,719 shares; 2025Q2: 1,753 shares; 2025Q3: 2,069 shares; 2025Q4: 2,016 shares 2,016 $455K 0.01% -53 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,335 shares; 2025Q1: 2,713 shares; 2025Q2: 2,315 shares; 2025Q3: 2,240 shares; 2025Q4: 2,180 shares 2,180 $454K 0.01% -60 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,701 shares 16,701 $453K 0.01% new 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: 5,575 shares; 2024Q4: not reported; 2025Q1: 5,475 shares; 2025Q2: 5,475 shares; 2025Q3: 9,009 shares; 2025Q4: 9,054 shares 9,054 $452K 0.01% +45 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $450K 0.01% 0 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: 12,330 shares; 2024Q4: 12,472 shares; 2025Q1: 12,260 shares; 2025Q2: 8,025 shares; 2025Q3: 6,084 shares; 2025Q4: 6,418 shares 6,418 $449K 0.01% +334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 4,289 shares; 2025Q4: 4,248 shares 4,248 $446K 0.01% -41 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: 3,153 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,383 shares; 2025Q3: 3,403 shares; 2025Q4: 3,438 shares 3,438 $446K 0.01% +35 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,498 shares; 2024Q4: 13,068 shares; 2025Q1: 13,495 shares; 2025Q2: 14,284 shares; 2025Q3: 13,746 shares; 2025Q4: 6,823 shares 6,823 $444K 0.01% -6,923 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 5,191 shares; 2025Q1: 6,706 shares; 2025Q2: 7,497 shares; 2025Q3: 7,285 shares; 2025Q4: 5,177 shares 5,177 $443K 0.01% -2,108 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 2,577 shares; 2025Q2: 5,381 shares; 2025Q3: 1,994 shares; 2025Q4: 2,142 shares 2,142 $442K 0.01% +148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,667 shares; 2025Q3: 5,224 shares; 2025Q4: 5,228 shares 5,228 $441K 0.01% +4 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,580 shares; 2024Q4: 14,580 shares; 2025Q1: 38,250 shares; 2025Q2: 119,750 shares; 2025Q3: 151,250 shares; 2025Q4: 164,500 shares 164,500 $439K 0.01% +13,250 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,233 shares; 2025Q1: 1,244 shares; 2025Q2: 5,412 shares; 2025Q3: 1,300 shares; 2025Q4: 1,247 shares 1,247 $439K 0.01% -53 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 9,598 shares; 2025Q1: 9,020 shares; 2025Q2: 11,326 shares; 2025Q3: 10,820 shares; 2025Q4: 11,060 shares 11,060 $437K 0.01% +240 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 7,260 shares; 2025Q1: 7,337 shares; 2025Q2: 6,780 shares; 2025Q3: 8,628 shares; 2025Q4: 7,804 shares 7,804 $436K 0.01% -824 Timeline PSET 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: 4,675 shares; 2024Q4: 5,205 shares; 2025Q1: 5,505 shares; 2025Q2: 5,705 shares; 2025Q3: 5,705 shares; 2025Q4: 5,705 shares 5,705 $435K 0.01% 0 Timeline GVIP 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: 3,522 shares; 2024Q4: 3,397 shares; 2025Q1: 3,535 shares; 2025Q2: 3,276 shares; 2025Q3: 3,203 shares; 2025Q4: 2,794 shares 2,794 $433K 0.01% -409 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,940 shares; 2024Q4: 16,940 shares; 2025Q1: 16,939 shares; 2025Q2: 16,939 shares; 2025Q3: 16,939 shares; 2025Q4: 16,939 shares 16,939 $432K 0.01% 0 Timeline KNCT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,220 shares 3,220 $432K 0.01% new 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: 6,687 shares; 2024Q4: 6,986 shares; 2025Q1: 7,078 shares; 2025Q2: 6,485 shares; 2025Q3: 6,382 shares; 2025Q4: 6,428 shares 6,428 $431K 0.01% +46 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,783 shares; 2025Q1: 3,007 shares; 2025Q2: 3,141 shares; 2025Q3: 3,469 shares; 2025Q4: 3,554 shares 3,554 $431K 0.01% +85 Timeline VONE 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: 2,396 shares; 2024Q4: 4,728 shares; 2025Q1: 4,156 shares; 2025Q2: 2,103 shares; 2025Q3: 2,068 shares; 2025Q4: 1,387 shares 1,387 $431K 0.01% -681 Timeline SPSM 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: 7,980 shares; 2024Q4: 8,333 shares; 2025Q1: 7,827 shares; 2025Q2: 7,436 shares; 2025Q3: 6,958 shares; 2025Q4: 9,158 shares 9,158 $429K 0.01% +2,200 Timeline VONV 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: 2,958 shares; 2024Q4: 3,134 shares; 2025Q1: 3,604 shares; 2025Q2: 4,715 shares; 2025Q3: 4,673 shares; 2025Q4: 4,647 shares 4,647 $429K 0.01% -26 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: 7,765 shares; 2024Q4: 6,780 shares; 2025Q1: 7,076 shares; 2025Q2: 7,013 shares; 2025Q3: 6,714 shares; 2025Q4: 6,170 shares 6,170 $428K 0.01% -544 Timeline FMAY 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: 8,343 shares; 2024Q4: 8,374 shares; 2025Q1: 8,374 shares; 2025Q2: 8,279 shares; 2025Q3: 8,165 shares; 2025Q4: 8,001 shares 8,001 $428K 0.01% -164 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: 5,816 shares; 2025Q1: 45,835 shares; 2025Q2: 44,258 shares; 2025Q3: 47,016 shares; 2025Q4: 10,591 shares 10,591 $427K 0.01% -36,425 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 2,386 shares; 2025Q1: 2,047 shares; 2025Q2: 2,437 shares; 2025Q3: 2,759 shares; 2025Q4: 3,145 shares 3,145 $427K 0.01% +386 Timeline MUNI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,128 shares 8,128 $426K 0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,794 shares; 2025Q3: 17,055 shares; 2025Q4: 17,435 shares 17,435 $425K 0.01% +380 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: 6,398 shares; 2024Q4: 5,448 shares; 2025Q1: 6,173 shares; 2025Q2: 6,388 shares; 2025Q3: 6,835 shares; 2025Q4: 6,836 shares 6,836 $425K 0.01% +1 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: 4,715 shares; 2024Q4: 2,828 shares; 2025Q1: 2,671 shares; 2025Q2: 2,374 shares; 2025Q3: 2,309 shares; 2025Q4: 3,272 shares 3,272 $425K 0.01% +963 Timeline JPIE 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: 79,943 shares; 2024Q4: 145,572 shares; 2025Q1: 153,656 shares; 2025Q2: 155,143 shares; 2025Q3: 162,482 shares; 2025Q4: 9,175 shares 9,175 $425K 0.01% -153,307 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,422 shares; 2025Q2: 14,187 shares; 2025Q3: 14,703 shares; 2025Q4: 15,163 shares 15,163 $425K 0.01% +460 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,600 shares 20,600 $425K 0.01% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 4,874 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,880 shares 4,880 $424K 0.01% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,242 shares; 2025Q3: 6,753 shares; 2025Q4: 6,606 shares 6,606 $422K 0.01% -147 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: 11,980 shares; 2024Q4: 14,035 shares; 2025Q1: 15,275 shares; 2025Q2: 14,685 shares; 2025Q3: 14,335 shares; 2025Q4: 14,447 shares 14,447 $421K 0.01% +112 Timeline GGME 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: 7,229 shares; 2025Q2: 6,721 shares; 2025Q3: 7,138 shares; 2025Q4: 7,044 shares 7,044 $420K 0.01% -94 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: 2,700 shares; 2024Q4: 2,686 shares; 2025Q1: 2,914 shares; 2025Q2: 2,916 shares; 2025Q3: 2,870 shares; 2025Q4: 2,966 shares 2,966 $420K 0.01% +96 Timeline VPLS 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: 5,362 shares; 2025Q2: 5,362 shares; 2025Q3: 5,362 shares; 2025Q4: 5,362 shares 5,362 $419K 0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,860 shares; 2025Q1: 2,909 shares; 2025Q2: 2,891 shares; 2025Q3: 2,886 shares; 2025Q4: 4,394 shares 4,394 $419K 0.01% +1,508 Timeline FIRST TR EXCH TRADED FD III 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: 5,693 shares; 2024Q4: 5,773 shares; 2025Q1: 5,687 shares; 2025Q2: 5,726 shares; 2025Q3: 5,752 shares; 2025Q4: 5,568 shares 5,568 $419K 0.01% -184