ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 3,779 shares; 2025Q1: 5,589 shares; 2025Q2: 3,037 shares; 2025Q3: 2,729 shares; 2025Q4: 3,459 shares 3,459 $1.1M 0.02% +730 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,964 shares; 2024Q4: 23,306 shares; 2025Q1: 33,148 shares; 2025Q2: 24,915 shares; 2025Q3: 24,464 shares; 2025Q4: 23,706 shares 23,706 $1.1M 0.02% -758 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,761 shares; 2025Q2: 18,595 shares; 2025Q3: 21,298 shares; 2025Q4: 26,434 shares 26,434 $1.1M 0.02% +5,136 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: 13,430 shares; 2024Q4: 12,986 shares; 2025Q1: 11,109 shares; 2025Q2: 11,536 shares; 2025Q3: 11,428 shares; 2025Q4: 8,558 shares 8,558 $1.09M 0.02% -2,870 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: 7,690 shares; 2024Q4: 7,140 shares; 2025Q1: 7,115 shares; 2025Q2: 7,176 shares; 2025Q3: 6,172 shares; 2025Q4: 4,128 shares 4,128 $1.08M 0.02% -2,044 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,158 shares 14,158 $1.08M 0.02% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 7,713 shares; 2025Q1: 8,021 shares; 2025Q2: 8,115 shares; 2025Q3: 8,191 shares; 2025Q4: 8,488 shares 8,488 $1.08M 0.02% +297 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: 11,285 shares; 2024Q4: 12,337 shares; 2025Q1: 12,687 shares; 2025Q2: 14,097 shares; 2025Q3: 13,700 shares; 2025Q4: 21,083 shares 21,083 $1.07M 0.02% +7,383 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,712 shares; 2025Q1: 2,598 shares; 2025Q2: 2,738 shares; 2025Q3: 2,854 shares; 2025Q4: 4,927 shares 4,927 $1.07M 0.02% +2,073 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,026 shares; 2024Q4: 31,663 shares; 2025Q1: 13,975 shares; 2025Q2: 20,396 shares; 2025Q3: 18,688 shares; 2025Q4: 22,592 shares 22,592 $1.06M 0.02% +3,904 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,502 shares; 2025Q1: 4,735 shares; 2025Q2: 2,762 shares; 2025Q3: 2,122 shares; 2025Q4: 1,788 shares 1,788 $1.04M 0.02% -334 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 6,524 shares; 2025Q1: 8,944 shares; 2025Q2: 22,490 shares; 2025Q3: 17,896 shares; 2025Q4: 29,838 shares 29,838 $1.03M 0.02% +11,942 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: 42,021 shares; 2024Q4: 40,508 shares; 2025Q1: 15,755 shares; 2025Q2: 12,891 shares; 2025Q3: 12,405 shares; 2025Q4: 13,206 shares 13,206 $1.03M 0.02% +801 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: 18,881 shares; 2025Q3: 31,451 shares; 2025Q4: 28,303 shares 28,303 $1.03M 0.02% -3,148 Timeline VSGX 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: 14,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,216 shares; 2025Q4: 14,255 shares 14,255 $1.02M 0.02% +1,039 Timeline SCIO 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: 22,569 shares; 2025Q4: 48,894 shares 48,894 $1.02M 0.02% +26,325 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,980 shares; 2024Q4: 22,954 shares; 2025Q1: 22,354 shares; 2025Q2: 23,386 shares; 2025Q3: 20,707 shares; 2025Q4: 20,643 shares 20,643 $1.02M 0.02% -64 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: 18,175 shares; 2024Q4: 15,029 shares; 2025Q1: 14,265 shares; 2025Q2: 19,005 shares; 2025Q3: 19,027 shares; 2025Q4: 21,089 shares 21,089 $1.01M 0.02% +2,062 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: 4,443 shares; 2024Q4: 4,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares; 2025Q4: 7,091 shares 7,091 $1M 0.02% +2,275 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,180 shares; 2024Q4: 37,084 shares; 2025Q1: 33,758 shares; 2025Q2: 27,724 shares; 2025Q3: 27,724 shares; 2025Q4: 23,922 shares 23,922 $1M 0.02% -3,802 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 41,000 shares; 2025Q3: 41,000 shares; 2025Q4: 44,728 shares 44,728 $1M 0.02% +3,728 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 9,463 shares; 2025Q1: 9,407 shares; 2025Q2: 9,959 shares; 2025Q3: 9,293 shares; 2025Q4: 8,600 shares 8,600 $990K 0.02% -693 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: 973 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 804 shares; 2025Q3: 837 shares; 2025Q4: 2,509 shares 2,509 $988K 0.02% +1,672 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,180 shares 31,180 $988K 0.02% new Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,280 shares; 2024Q4: 53,277 shares; 2025Q1: 51,668 shares; 2025Q2: 52,025 shares; 2025Q3: 52,182 shares; 2025Q4: 44,309 shares 44,309 $976K 0.02% -7,873 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,051 shares; 2025Q1: 2,049 shares; 2025Q2: 2,094 shares; 2025Q3: 2,062 shares; 2025Q4: 1,989 shares 1,989 $975K 0.02% -73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 5,211 shares 5,211 $964K 0.02% +3,411 Timeline ESGE 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: 11,247 shares; 2024Q4: 15,910 shares; 2025Q1: 15,675 shares; 2025Q2: 16,283 shares; 2025Q3: 16,842 shares; 2025Q4: 21,830 shares 21,830 $964K 0.02% +4,988 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 3,495 shares; 2025Q1: 5,078 shares; 2025Q2: 5,152 shares; 2025Q3: 5,132 shares; 2025Q4: 3,914 shares 3,914 $964K 0.02% -1,218 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,865 shares 20,865 $946K 0.02% new Timeline RWO 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: 19,731 shares; 2024Q4: 20,679 shares; 2025Q1: 20,675 shares; 2025Q2: 20,398 shares; 2025Q3: 20,717 shares; 2025Q4: 20,816 shares 20,816 $937K 0.02% +99 Timeline BUFD 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: 10,893 shares; 2024Q4: not reported; 2025Q1: 12,130 shares; 2025Q2: 17,969 shares; 2025Q3: 30,130 shares; 2025Q4: 33,165 shares 33,165 $937K 0.02% +3,035 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,934 shares; 2025Q1: 2,935 shares; 2025Q2: 5,089 shares; 2025Q3: 7,058 shares; 2025Q4: 7,165 shares 7,165 $932K 0.02% +107 Timeline BIV 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: 7,089 shares; 2024Q4: 6,507 shares; 2025Q1: 6,533 shares; 2025Q2: 7,778 shares; 2025Q3: 6,715 shares; 2025Q4: 11,960 shares 11,960 $931K 0.02% +5,245 Timeline EMHC 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: 21,670 shares; 2024Q4: 23,194 shares; 2025Q1: 37,261 shares; 2025Q2: 36,787 shares; 2025Q3: 36,929 shares; 2025Q4: 36,449 shares 36,449 $928K 0.02% -480 Timeline SPTI 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: not reported; 2025Q1: 16,877 shares; 2025Q2: not reported; 2025Q3: 24,390 shares; 2025Q4: 31,963 shares 31,963 $922K 0.02% +7,573 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM 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: 59,815 shares 59,815 $920K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,213 shares; 2025Q4: 9,213 shares 9,213 $917K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 2,824 shares; 2025Q1: 2,002 shares; 2025Q2: 2,055 shares; 2025Q3: 1,914 shares; 2025Q4: 1,382 shares 1,382 $916K 0.02% -532 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,454 shares; 2024Q4: 26,296 shares; 2025Q1: 31,986 shares; 2025Q2: 33,717 shares; 2025Q3: 98,558 shares; 2025Q4: 90,817 shares 90,817 $915K 0.02% -7,741 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: 9,611 shares; 2024Q4: 9,492 shares; 2025Q1: 10,728 shares; 2025Q2: 11,368 shares; 2025Q3: 10,960 shares; 2025Q4: 10,760 shares 10,760 $911K 0.02% -200 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,127 shares; 2024Q4: 8,656 shares; 2025Q1: 10,351 shares; 2025Q2: 11,034 shares; 2025Q3: 4,712 shares; 2025Q4: 4,398 shares 4,398 $909K 0.02% -314 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,461 shares; 2024Q4: 25,840 shares; 2025Q1: 7,183 shares; 2025Q2: 7,730 shares; 2025Q3: 7,248 shares; 2025Q4: 7,108 shares 7,108 $907K 0.02% -140 Timeline SDVD 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: 33,474 shares; 2025Q4: 42,175 shares 42,175 $905K 0.02% +8,701 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,704 shares; 2025Q3: 6,862 shares; 2025Q4: 6,812 shares 6,812 $905K 0.02% -50 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,667 shares; 2024Q4: 9,459 shares; 2025Q1: 118,650 shares; 2025Q2: 283,295 shares; 2025Q3: 13,863 shares; 2025Q4: 13,919 shares 13,919 $897K 0.02% +56 Timeline USXF 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: 13,527 shares; 2024Q4: 24,487 shares; 2025Q1: 29,659 shares; 2025Q2: 21,263 shares; 2025Q3: 19,684 shares; 2025Q4: 15,234 shares 15,234 $877K 0.02% -4,450 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: 1,618 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,528 shares 4,528 $877K 0.02% new 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: not reported; 2024Q4: 21,166 shares; 2025Q1: 21,049 shares; 2025Q2: 21,011 shares; 2025Q3: 21,176 shares; 2025Q4: 21,188 shares 21,188 $876K 0.02% +12 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,584 shares; 2025Q1: 10,509 shares; 2025Q2: 10,498 shares; 2025Q3: 10,498 shares; 2025Q4: 10,789 shares 10,789 $871K 0.02% +291 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,016 shares; 2024Q4: 14,241 shares; 2025Q1: 20,595 shares; 2025Q2: 20,388 shares; 2025Q3: 20,724 shares; 2025Q4: 21,099 shares 21,099 $871K 0.02% +375 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,510 shares; 2024Q4: 42,119 shares; 2025Q1: 43,640 shares; 2025Q2: 68,064 shares; 2025Q3: 55,090 shares; 2025Q4: 52,751 shares 52,751 $870K 0.02% -2,339 Timeline FTGS 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: 7,231 shares; 2024Q4: 19,863 shares; 2025Q1: 26,420 shares; 2025Q2: 27,105 shares; 2025Q3: 24,659 shares; 2025Q4: 24,522 shares 24,522 $867K 0.02% -137 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,705 shares; 2025Q1: 6,296 shares; 2025Q2: 2,366 shares; 2025Q3: 1,589 shares; 2025Q4: 6,469 shares 6,469 $864K 0.02% +4,880 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,062 shares; 2024Q4: 18,472 shares; 2025Q1: 19,050 shares; 2025Q2: 21,096 shares; 2025Q3: 21,491 shares; 2025Q4: 23,428 shares 23,428 $858K 0.02% +1,937 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,743 shares; 2024Q4: 14,007 shares; 2025Q1: 4,798 shares; 2025Q2: 5,805 shares; 2025Q3: 5,265 shares; 2025Q4: 3,752 shares 3,752 $854K 0.02% -1,513 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: not reported; 2024Q4: not reported; 2025Q1: 988 shares; 2025Q2: 1,132 shares; 2025Q3: 800 shares; 2025Q4: 2,965 shares 2,965 $853K 0.02% +2,165 Timeline CERY 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: not reported; 2025Q1: 30,661 shares; 2025Q2: 30,033 shares; 2025Q3: 30,110 shares; 2025Q4: 29,887 shares 29,887 $853K 0.02% -223 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,094 shares; 2024Q4: 8,297 shares; 2025Q1: 8,829 shares; 2025Q2: 8,155 shares; 2025Q3: 8,112 shares; 2025Q4: 7,599 shares 7,599 $852K 0.02% -513 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,436 shares; 2024Q4: 12,085 shares; 2025Q1: 12,209 shares; 2025Q2: 12,391 shares; 2025Q3: 13,290 shares; 2025Q4: 12,594 shares 12,594 $849K 0.02% -696 Timeline IEI 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: 1,937 shares; 2024Q4: 2,043 shares; 2025Q1: 5,983 shares; 2025Q2: 3,026 shares; 2025Q3: 6,595 shares; 2025Q4: 7,054 shares 7,054 $842K 0.02% +459 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: 16,549 shares; 2025Q2: 17,816 shares; 2025Q3: not reported; 2025Q4: 12,988 shares 12,988 $841K 0.02% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,386 shares; 2024Q4: 14,366 shares; 2025Q1: 13,372 shares; 2025Q2: 11,366 shares; 2025Q3: 11,217 shares; 2025Q4: 11,196 shares 11,196 $839K 0.02% -21 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: 5,590 shares; 2024Q4: 6,373 shares; 2025Q1: 7,089 shares; 2025Q2: 6,986 shares; 2025Q3: 5,294 shares; 2025Q4: 4,980 shares 4,980 $838K 0.02% -314 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,914 shares; 2025Q4: 8,466 shares 8,466 $836K 0.02% +5,552 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,331 shares; 2025Q4: 111,100 shares 111,100 $835K 0.02% +34,769 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: 24,659 shares; 2024Q4: 25,720 shares; 2025Q1: 27,467 shares; 2025Q2: 30,045 shares; 2025Q3: 7,692 shares; 2025Q4: 8,701 shares 8,701 $835K 0.02% +1,009 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,215 shares; 2024Q4: 12,999 shares; 2025Q1: 6,305 shares; 2025Q2: 6,278 shares; 2025Q3: 6,533 shares; 2025Q4: 6,356 shares 6,356 $830K 0.02% -177 Timeline NULV 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: 21,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,367 shares 18,367 $827K 0.02% new Timeline SMMU 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: 16,313 shares 16,313 $823K 0.02% new 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: 5,620 shares; 2024Q4: 6,120 shares; 2025Q1: 6,782 shares; 2025Q2: 11,310 shares; 2025Q3: 13,594 shares; 2025Q4: 14,712 shares 14,712 $823K 0.02% +1,118 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: 7,237 shares; 2024Q4: 8,811 shares; 2025Q1: 23,026 shares; 2025Q2: 28,521 shares; 2025Q3: 25,554 shares; 2025Q4: 14,030 shares 14,030 $819K 0.02% -11,524 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,820 shares; 2024Q4: 47,483 shares; 2025Q1: 10,990 shares; 2025Q2: 10,990 shares; 2025Q3: 11,340 shares; 2025Q4: 11,001 shares 11,001 $817K 0.02% -339 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: 3,017 shares; 2024Q4: 3,067 shares; 2025Q1: 3,891 shares; 2025Q2: 5,411 shares; 2025Q3: 5,597 shares; 2025Q4: 6,161 shares 6,161 $808K 0.02% +564 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,983 shares; 2025Q4: 18,825 shares 18,825 $808K 0.02% +9,842 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,593 shares; 2025Q4: 5,861 shares 5,861 $801K 0.02% +3,268 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 14,675 shares; 2025Q1: 15,971 shares; 2025Q2: 16,167 shares; 2025Q3: 15,549 shares; 2025Q4: 14,976 shares 14,976 $799K 0.02% -573 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: 1,857 shares; 2024Q4: 3,280 shares; 2025Q1: 3,454 shares; 2025Q2: 4,069 shares; 2025Q3: 6,037 shares; 2025Q4: 6,068 shares 6,068 $798K 0.02% +31 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 5,371 shares; 2025Q1: 2,352 shares; 2025Q2: 2,743 shares; 2025Q3: 3,030 shares; 2025Q4: 2,775 shares 2,775 $792K 0.01% -255 Timeline CGCP 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: 31,684 shares; 2024Q4: 26,251 shares; 2025Q1: 26,121 shares; 2025Q2: 28,126 shares; 2025Q3: 35,451 shares; 2025Q4: 34,889 shares 34,889 $790K 0.01% -562 Timeline NULG 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: 7,887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,065 shares 8,065 $789K 0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,670 shares; 2024Q4: 17,798 shares; 2025Q1: 16,443 shares; 2025Q2: 18,104 shares; 2025Q3: 29,724 shares; 2025Q4: 33,900 shares 33,900 $787K 0.01% +4,176 Timeline VOE 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: 2,239 shares; 2024Q4: 3,169 shares; 2025Q1: 3,076 shares; 2025Q2: 2,891 shares; 2025Q3: 2,766 shares; 2025Q4: 4,417 shares 4,417 $783K 0.01% +1,651 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,243 shares; 2025Q2: not reported; 2025Q3: 43,446 shares; 2025Q4: 23,851 shares 23,851 $781K 0.01% -19,595 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: not reported; 2024Q4: not reported; 2025Q1: 41,047 shares; 2025Q2: 44,063 shares; 2025Q3: 29,793 shares; 2025Q4: 34,374 shares 34,374 $776K 0.01% +4,581 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,178 shares; 2025Q3: 15,018 shares; 2025Q4: 15,018 shares 15,018 $773K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,848 shares; 2024Q4: 128,024 shares; 2025Q1: 127,054 shares; 2025Q2: 125,175 shares; 2025Q3: 123,725 shares; 2025Q4: 122,655 shares 122,655 $773K 0.01% -1,070 Timeline ROBT 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: 6,892 shares; 2025Q4: 14,823 shares 14,823 $769K 0.01% +7,931 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: not reported; 2025Q1: 8,495 shares; 2025Q2: 8,330 shares; 2025Q3: 7,780 shares; 2025Q4: 7,030 shares 7,030 $768K 0.01% -750 Timeline PMAR 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: 48,612 shares; 2024Q4: 37,879 shares; 2025Q1: 29,567 shares; 2025Q2: 18,485 shares; 2025Q3: 19,450 shares; 2025Q4: 16,989 shares 16,989 $764K 0.01% -2,461 Timeline EELV 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: 23,265 shares; 2025Q1: 23,917 shares; 2025Q2: 25,588 shares; 2025Q3: 26,508 shares; 2025Q4: 27,804 shares 27,804 $763K 0.01% +1,296 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 10,247 shares; 2025Q1: 2,137 shares; 2025Q2: 3,165 shares; 2025Q3: 2,256 shares; 2025Q4: 2,261 shares 2,261 $761K 0.01% +5 Timeline CORP 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: 7,683 shares 7,683 $752K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,283 shares; 2025Q4: 39,144 shares 39,144 $750K 0.01% +6,861 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,542 shares; 2024Q4: 17,431 shares; 2025Q1: 20,561 shares; 2025Q2: 19,655 shares; 2025Q3: 20,930 shares; 2025Q4: 15,632 shares 15,632 $748K 0.01% -5,298 Timeline IJK 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: 3,995 shares; 2024Q4: 6,039 shares; 2025Q1: 6,186 shares; 2025Q2: 3,986 shares; 2025Q3: 7,599 shares; 2025Q4: 7,653 shares 7,653 $741K 0.01% +54 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,018 shares; 2025Q2: 45,778 shares; 2025Q3: 45,778 shares; 2025Q4: 53,273 shares 53,273 $737K 0.01% +7,495 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,465 shares; 2024Q4: 10,492 shares; 2025Q1: 11,913 shares; 2025Q2: 10,981 shares; 2025Q3: 7,759 shares; 2025Q4: 7,526 shares 7,526 $729K 0.01% -233 Timeline GTO 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: 28,573 shares; 2024Q4: 34,420 shares; 2025Q1: 30,010 shares; 2025Q2: 24,636 shares; 2025Q3: 16,636 shares; 2025Q4: 15,358 shares 15,358 $728K 0.01% -1,278 Timeline FINX 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: 13,507 shares; 2025Q3: 22,948 shares; 2025Q4: 24,698 shares 24,698 $727K 0.01% +1,750 Timeline PMBS 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: 14,601 shares 14,601 $726K 0.01% new Timeline BUFB 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: 22,806 shares; 2024Q4: 21,432 shares; 2025Q1: 21,432 shares; 2025Q2: 20,300 shares; 2025Q3: 20,300 shares; 2025Q4: 19,755 shares 19,755 $724K 0.01% -545 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,182 shares; 2025Q3: 12,670 shares; 2025Q4: 14,006 shares 14,006 $722K 0.01% +1,336 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: 6,335 shares; 2024Q4: 5,862 shares; 2025Q1: 5,922 shares; 2025Q2: 7,571 shares; 2025Q3: 7,805 shares; 2025Q4: 8,771 shares 8,771 $721K 0.01% +966 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP 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: 44,963 shares; 2025Q2: 51,583 shares; 2025Q3: 48,170 shares; 2025Q4: 43,666 shares 43,666 $718K 0.01% -4,504 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,175 shares; 2025Q3: 11,478 shares; 2025Q4: 12,668 shares 12,668 $717K 0.01% +1,190 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,102 shares; 2025Q2: 12,426 shares; 2025Q3: 14,408 shares; 2025Q4: 14,203 shares 14,203 $708K 0.01% -205 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: 72,034 shares; 2024Q4: 70,814 shares; 2025Q1: 16,930 shares; 2025Q2: 13,954 shares; 2025Q3: 13,984 shares; 2025Q4: 14,178 shares 14,178 $707K 0.01% +194 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 8,414 shares; 2025Q1: 8,629 shares; 2025Q2: 8,853 shares; 2025Q3: 8,498 shares; 2025Q4: 8,033 shares 8,033 $703K 0.01% -465 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,164 shares 139,164 $699K 0.01% new 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: 11,133 shares; 2024Q4: 13,323 shares; 2025Q1: 7,387 shares; 2025Q2: 6,597 shares; 2025Q3: 7,166 shares; 2025Q4: 15,395 shares 15,395 $698K 0.01% +8,229 Timeline IGSB 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: 9,878 shares; 2024Q4: 10,114 shares; 2025Q1: 11,142 shares; 2025Q2: 11,785 shares; 2025Q3: 12,240 shares; 2025Q4: 13,155 shares 13,155 $696K 0.01% +915 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,440 shares; 2024Q4: 8,442 shares; 2025Q1: 3,473 shares; 2025Q2: 3,401 shares; 2025Q3: 3,103 shares; 2025Q4: 3,961 shares 3,961 $695K 0.01% +858 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,684 shares; 2025Q3: 7,934 shares; 2025Q4: 8,455 shares 8,455 $695K 0.01% +521 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: 12,289 shares; 2024Q4: 15,740 shares; 2025Q1: 11,332 shares; 2025Q2: 15,790 shares; 2025Q3: 17,062 shares; 2025Q4: 18,573 shares 18,573 $695K 0.01% +1,511 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,643 shares; 2025Q3: 12,177 shares; 2025Q4: 13,419 shares 13,419 $694K 0.01% +1,242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,245 shares; 2025Q3: 11,669 shares; 2025Q4: 12,988 shares 12,988 $694K 0.01% +1,319 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,683 shares; 2025Q1: 1,455 shares; 2025Q2: 886 shares; 2025Q3: 1,609 shares; 2025Q4: 1,965 shares 1,965 $694K 0.01% +356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,164 shares; 2025Q3: 11,564 shares; 2025Q4: 12,633 shares 12,633 $693K 0.01% +1,069 Timeline FJUN 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: 8,541 shares; 2025Q3: 10,806 shares; 2025Q4: 12,133 shares 12,133 $692K 0.01% +1,327 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,278 shares; 2025Q3: 12,954 shares; 2025Q4: 14,129 shares 14,129 $692K 0.01% +1,175 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,685 shares; 2025Q3: 17,033 shares; 2025Q4: 18,032 shares 18,032 $692K 0.01% +999 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,395 shares; 2025Q3: 11,826 shares; 2025Q4: 13,056 shares 13,056 $691K 0.01% +1,230 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,129 shares; 2025Q3: 12,884 shares; 2025Q4: 14,546 shares 14,546 $690K 0.01% +1,662 Timeline FAPR 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: 10,632 shares; 2025Q3: 13,608 shares; 2025Q4: 15,441 shares 15,441 $686K 0.01% +1,833 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,980 shares; 2025Q1: 3,055 shares; 2025Q2: 3,423 shares; 2025Q3: 3,524 shares; 2025Q4: 3,305 shares 3,305 $679K 0.01% -219 Timeline DLAG 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: not reported; 2025Q4: 21,643 shares 21,643 $677K 0.01% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,399 shares; 2024Q4: 14,624 shares; 2025Q1: 14,546 shares; 2025Q2: 14,323 shares; 2025Q3: 14,421 shares; 2025Q4: 9,673 shares 9,673 $672K 0.01% -4,748 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,127 shares; 2024Q4: 495,388 shares; 2025Q1: 495,444 shares; 2025Q2: 481,959 shares; 2025Q3: 309,589 shares; 2025Q4: 180,783 shares 180,783 $671K 0.01% -128,806 Timeline VIS 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: 1,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,239 shares 2,239 $668K 0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS 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: 71,553 shares; 2025Q2: 109,231 shares; 2025Q3: 107,755 shares; 2025Q4: 56,320 shares 56,320 $664K 0.01% -51,435 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,802 shares 46,802 $662K 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,165 shares 3,165 $657K 0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,639 shares; 2025Q4: 5,288 shares 5,288 $657K 0.01% +1,649 Timeline DJUN 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: 13,864 shares; 2025Q3: 13,633 shares; 2025Q4: 13,845 shares 13,845 $655K 0.01% +212 Timeline VDE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,182 shares 5,182 $653K 0.01% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,809 shares; 2024Q4: 17,953 shares; 2025Q1: 20,124 shares; 2025Q2: 20,293 shares; 2025Q3: 20,336 shares; 2025Q4: 25,869 shares 25,869 $652K 0.01% +5,533 Timeline SMH 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: 1,267 shares; 2025Q1: 1,329 shares; 2025Q2: 1,509 shares; 2025Q3: 1,818 shares; 2025Q4: 1,807 shares 1,807 $651K 0.01% -11 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,731 shares; 2025Q1: 3,400 shares; 2025Q2: 5,870 shares; 2025Q3: 8,584 shares; 2025Q4: 8,348 shares 8,348 $649K 0.01% -236 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 3,016 shares; 2025Q1: 2,978 shares; 2025Q2: 2,820 shares; 2025Q3: 2,832 shares; 2025Q4: 2,970 shares 2,970 $645K 0.01% +138 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,861 shares; 2024Q4: 6,404 shares; 2025Q1: 7,001 shares; 2025Q2: 6,336 shares; 2025Q3: 5,128 shares; 2025Q4: 4,620 shares 4,620 $643K 0.01% -508 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,410 shares; 2025Q1: 10,410 shares; 2025Q2: 12,155 shares; 2025Q3: 12,321 shares; 2025Q4: 32,797 shares 32,797 $642K 0.01% +20,476 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: 8,786 shares; 2024Q4: 11,824 shares; 2025Q1: 42,749 shares; 2025Q2: 11,256 shares; 2025Q3: 12,737 shares; 2025Q4: 13,224 shares 13,224 $632K 0.01% +487 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,958 shares 2,958 $625K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,916 shares; 2024Q4: 20,704 shares; 2025Q1: 20,052 shares; 2025Q2: 20,919 shares; 2025Q3: 18,829 shares; 2025Q4: 19,481 shares 19,481 $625K 0.01% +652 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,431 shares; 2024Q4: 95,397 shares; 2025Q1: 149,203 shares; 2025Q2: 158,831 shares; 2025Q3: 35,427 shares; 2025Q4: 32,181 shares 32,181 $624K 0.01% -3,246 Timeline IWP 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: 3,693 shares; 2025Q1: 6,293 shares; 2025Q2: 4,589 shares; 2025Q3: 4,529 shares; 2025Q4: 4,510 shares 4,510 $618K 0.01% -19 Timeline NTRL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,014 shares; 2025Q3: 24,668 shares; 2025Q4: 29,907 shares 29,907 $617K 0.01% +5,239 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,500 shares; 2025Q2: 23,122 shares; 2025Q3: 24,042 shares; 2025Q4: 27,542 shares 27,542 $604K 0.01% +3,500 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,595 shares 42,595 $604K 0.01% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,787 shares; 2025Q4: 29,246 shares 29,246 $602K 0.01% +19,459 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: 48,277 shares; 2024Q4: 45,678 shares; 2025Q1: 55,811 shares; 2025Q2: 57,802 shares; 2025Q3: 56,941 shares; 2025Q4: 49,776 shares 49,776 $598K 0.01% -7,165 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,261 shares 30,261 $597K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,229 shares; 2025Q1: 3,196 shares; 2025Q2: 3,351 shares; 2025Q3: 3,798 shares; 2025Q4: 3,852 shares 3,852 $594K 0.01% +54 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,887 shares; 2025Q1: 3,517 shares; 2025Q2: 8,481 shares; 2025Q3: 9,469 shares; 2025Q4: 9,765 shares 9,765 $587K 0.01% +296 Timeline DNOV 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: 12,316 shares; 2025Q3: 12,010 shares; 2025Q4: 11,953 shares 11,953 $584K 0.01% -57 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,072 shares; 2025Q1: 2,151 shares; 2025Q2: 2,221 shares; 2025Q3: 2,109 shares; 2025Q4: 2,152 shares 2,152 $584K 0.01% +43 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,744 shares; 2025Q1: 6,473 shares; 2025Q2: 6,443 shares; 2025Q3: 7,606 shares; 2025Q4: 7,331 shares 7,331 $582K 0.01% -275 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 10,684 shares; 2025Q3: 17,182 shares; 2025Q4: 18,134 shares 18,134 $579K 0.01% +952 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,019 shares 18,019 $577K 0.01% new Timeline SPLV 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: 10,044 shares; 2024Q4: 10,753 shares; 2025Q1: 10,265 shares; 2025Q2: 6,777 shares; 2025Q3: 6,369 shares; 2025Q4: 8,067 shares 8,067 $576K 0.01% +1,698 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: 3,916 shares; 2024Q4: 3,784 shares; 2025Q1: 3,709 shares; 2025Q2: 3,806 shares; 2025Q3: 3,622 shares; 2025Q4: 3,521 shares 3,521 $576K 0.01% -101 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,044 shares; 2025Q1: 3,187 shares; 2025Q2: 2,956 shares; 2025Q3: 1,061 shares; 2025Q4: 2,143 shares 2,143 $575K 0.01% +1,082 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: not reported; 2025Q4: 5,228 shares 5,228 $573K 0.01% new Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 5,082 shares; 2025Q1: 5,132 shares; 2025Q2: 5,082 shares; 2025Q3: 5,097 shares; 2025Q4: 5,130 shares 5,130 $573K 0.01% +33 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,784 shares; 2025Q2: 10,660 shares; 2025Q3: 12,043 shares; 2025Q4: 14,813 shares 14,813 $571K 0.01% +2,770 Timeline DMAR 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: 13,665 shares; 2025Q3: 13,442 shares; 2025Q4: 13,700 shares 13,700 $571K 0.01% +258 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: 5,874 shares; 2024Q4: 5,046 shares; 2025Q1: 4,868 shares; 2025Q2: 3,883 shares; 2025Q3: 4,229 shares; 2025Q4: 4,672 shares 4,672 $568K 0.01% +443 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,692 shares; 2025Q1: 2,548 shares; 2025Q2: 1,302 shares; 2025Q3: 1,291 shares; 2025Q4: 1,514 shares 1,514 $565K 0.01% +223 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: not reported; 2024Q4: 24,539 shares; 2025Q1: 21,640 shares; 2025Q2: 22,338 shares; 2025Q3: 16,885 shares; 2025Q4: 19,096 shares 19,096 $564K 0.01% +2,211 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: 5,449 shares; 2024Q4: 7,253 shares; 2025Q1: 8,879 shares; 2025Q2: 7,576 shares; 2025Q3: 7,551 shares; 2025Q4: 7,627 shares 7,627 $563K 0.01% +76 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 7,426 shares; 2025Q1: 7,602 shares; 2025Q2: 7,224 shares; 2025Q3: 7,244 shares; 2025Q4: 7,606 shares 7,606 $560K 0.01% +362 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,475 shares; 2025Q1: 1,553 shares; 2025Q2: 1,977 shares; 2025Q3: 1,928 shares; 2025Q4: 1,768 shares 1,768 $557K 0.01% -160 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,424 shares; 2025Q1: 1,397 shares; 2025Q2: 1,338 shares; 2025Q3: 1,690 shares; 2025Q4: 1,886 shares 1,886 $554K 0.01% +196 Timeline MGC 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: not reported; 2025Q2: 9,053 shares; 2025Q3: 3,679 shares; 2025Q4: 2,202 shares 2,202 $553K 0.01% -1,477 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 18,466 shares; 2025Q1: 5,486 shares; 2025Q2: 4,213 shares; 2025Q3: 2,862 shares; 2025Q4: 2,880 shares 2,880 $552K 0.01% +18 Timeline QHY 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: 12,367 shares; 2024Q4: 11,892 shares; 2025Q1: 11,244 shares; 2025Q2: 11,507 shares; 2025Q3: 11,564 shares; 2025Q4: 11,873 shares 11,873 $551K 0.01% +309 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,183 shares; 2025Q2: 11,063 shares; 2025Q3: 11,030 shares; 2025Q4: 11,041 shares 11,041 $551K 0.01% +11 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: not reported; 2024Q4: 4,067 shares; 2025Q1: 6,555 shares; 2025Q2: 6,949 shares; 2025Q3: 6,687 shares; 2025Q4: 7,137 shares 7,137 $549K 0.01% +450 Timeline FIIG 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: 17,921 shares; 2024Q4: 18,632 shares; 2025Q1: 17,918 shares; 2025Q2: 20,640 shares; 2025Q3: 25,326 shares; 2025Q4: 25,855 shares 25,855 $548K 0.01% +529 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,683 shares; 2025Q3: 2,448 shares; 2025Q4: 2,467 shares 2,467 $541K 0.01% +19 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,890 shares; 2025Q1: 9,480 shares; 2025Q2: 7,980 shares; 2025Q3: 7,730 shares; 2025Q4: 7,536 shares 7,536 $541K 0.01% -194 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: not reported; 2024Q4: 11,537 shares; 2025Q1: 27,639 shares; 2025Q2: 29,504 shares; 2025Q3: 5,626 shares; 2025Q4: 5,278 shares 5,278 $540K 0.01% -348 Timeline PNOV 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: 76,141 shares; 2024Q4: 56,168 shares; 2025Q1: 53,472 shares; 2025Q2: 27,131 shares; 2025Q3: 27,627 shares; 2025Q4: 12,929 shares 12,929 $540K 0.01% -14,698 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: 4,494 shares; 2024Q4: 6,617 shares; 2025Q1: 9,043 shares; 2025Q2: 9,522 shares; 2025Q3: 9,018 shares; 2025Q4: 3,949 shares 3,949 $536K 0.01% -5,069 Timeline USMV 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: 2,609 shares; 2024Q4: 2,490 shares; 2025Q1: 2,850 shares; 2025Q2: 2,461 shares; 2025Q3: 3,272 shares; 2025Q4: 5,692 shares 5,692 $536K 0.01% +2,420 Timeline DFEB 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: 11,243 shares; 2025Q3: 11,012 shares; 2025Q4: 11,212 shares 11,212 $535K 0.01% +200 Timeline PDEC 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: 74,108 shares; 2024Q4: 29,640 shares; 2025Q1: 21,114 shares; 2025Q2: 12,362 shares; 2025Q3: 12,362 shares; 2025Q4: 12,324 shares 12,324 $535K 0.01% -38 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 5,207 shares; 2025Q1: 5,848 shares; 2025Q2: 4,999 shares; 2025Q3: 3,297 shares; 2025Q4: 3,465 shares 3,465 $532K 0.01% +168 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,037 shares; 2024Q4: 13,781 shares; 2025Q1: 13,540 shares; 2025Q2: 13,742 shares; 2025Q3: 13,440 shares; 2025Q4: 13,623 shares 13,623 $532K 0.01% +183 Timeline DAUG 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: 12,132 shares; 2025Q3: 11,757 shares; 2025Q4: 11,974 shares 11,974 $531K 0.01% +217 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 3,010 shares; 2025Q1: 6,429 shares; 2025Q2: 3,032 shares; 2025Q3: 2,346 shares; 2025Q4: 2,413 shares 2,413 $530K 0.01% +67 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 671 shares; 2025Q3: 666 shares; 2025Q4: 928 shares 928 $529K 0.01% +262 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,325 shares; 2024Q4: 16,115 shares; 2025Q1: 15,818 shares; 2025Q2: 12,110 shares; 2025Q3: 12,047 shares; 2025Q4: 12,047 shares 12,047 $527K 0.01% 0 Timeline DMAY 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: 11,846 shares; 2025Q3: 11,485 shares; 2025Q4: 11,639 shares 11,639 $527K 0.01% +154 Timeline DOCT 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: 12,131 shares; 2025Q3: 11,829 shares; 2025Q4: 11,847 shares 11,847 $525K 0.01% +18 Timeline DDEC 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: 11,903 shares; 2025Q3: 11,586 shares; 2025Q4: 11,636 shares 11,636 $525K 0.01% +50 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,360 shares; 2025Q3: 10,915 shares; 2025Q4: 11,022 shares 11,022 $524K 0.01% +107 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,251 shares; 2025Q1: 2,216 shares; 2025Q2: 2,558 shares; 2025Q3: 2,563 shares; 2025Q4: 2,559 shares 2,559 $524K 0.01% -4 Timeline DJAN 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: 12,268 shares; 2025Q3: 11,966 shares; 2025Q4: 12,072 shares 12,072 $524K 0.01% +106 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: 1,621 shares; 2024Q4: 1,598 shares; 2025Q1: 1,520 shares; 2025Q2: 1,650 shares; 2025Q3: 2,406 shares; 2025Q4: 2,693 shares 2,693 $523K 0.01% +287 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,049 shares; 2024Q4: 13,030 shares; 2025Q1: 13,016 shares; 2025Q2: 12,894 shares; 2025Q3: 15,342 shares; 2025Q4: 12,700 shares 12,700 $523K 0.01% -2,642 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: 1,019 shares; 2024Q4: 913 shares; 2025Q1: 954 shares; 2025Q2: 986 shares; 2025Q3: 969 shares; 2025Q4: 1,021 shares 1,021 $521K 0.01% +52 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,478 shares; 2024Q4: 21,395 shares; 2025Q1: 23,891 shares; 2025Q2: 24,384 shares; 2025Q3: 25,915 shares; 2025Q4: 26,935 shares 26,935 $520K 0.01% +1,020 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: 2,299 shares; 2024Q4: 1,817 shares; 2025Q1: 1,945 shares; 2025Q2: 1,874 shares; 2025Q3: 1,712 shares; 2025Q4: 1,483 shares 1,483 $520K 0.01% -229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,749 shares; 2025Q3: 11,358 shares; 2025Q4: 11,552 shares 11,552 $519K 0.01% +194 Timeline HERO 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: 16,237 shares; 2025Q3: 27,785 shares; 2025Q4: 17,431 shares 17,431 $519K 0.01% -10,354 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: 6,599 shares; 2024Q4: 9,881 shares; 2025Q1: 9,450 shares; 2025Q2: 9,361 shares; 2025Q3: 6,503 shares; 2025Q4: 6,562 shares 6,562 $518K 0.01% +59 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: not reported; 2024Q4: 8,660 shares; 2025Q1: 8,572 shares; 2025Q2: 8,633 shares; 2025Q3: 7,632 shares; 2025Q4: 6,226 shares 6,226 $513K 0.01% -1,406 Timeline DAPR 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: 12,776 shares; 2025Q3: 12,622 shares; 2025Q4: 12,989 shares 12,989 $511K 0.01% +367 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,273 shares 18,273 $506K 0.01% new Timeline IWO 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: 772 shares; 2025Q3: 1,579 shares; 2025Q4: 1,566 shares 1,566 $506K 0.01% -13 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 14,118 shares; 2025Q2: 11,818 shares; 2025Q3: 11,475 shares; 2025Q4: 11,200 shares 11,200 $504K 0.01% -275 Timeline EBND 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: 35,098 shares; 2024Q4: 37,959 shares; 2025Q1: 24,673 shares; 2025Q2: 24,356 shares; 2025Q3: 23,917 shares; 2025Q4: 23,463 shares 23,463 $501K 0.01% -454 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,893 shares; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 3,051 shares; 2025Q4: 3,065 shares 3,065 $497K 0.01% +14 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,875 shares 2,875 $495K 0.01% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,470 shares; 2024Q4: 70,095 shares; 2025Q1: 120,465 shares; 2025Q2: 44,323 shares; 2025Q3: 48,518 shares; 2025Q4: 22,920 shares 22,920 $494K 0.01% -25,598 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,070 shares; 2024Q4: 6,896 shares; 2025Q1: 13,181 shares; 2025Q2: 11,362 shares; 2025Q3: 11,211 shares; 2025Q4: 11,344 shares 11,344 $491K 0.01% +133 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: 2,149 shares; 2024Q4: 2,091 shares; 2025Q1: 2,026 shares; 2025Q2: 2,126 shares; 2025Q3: 2,148 shares; 2025Q4: 1,567 shares 1,567 $490K 0.01% -581 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 4,751 shares; 2025Q1: 7,755 shares; 2025Q2: 9,785 shares; 2025Q3: 8,728 shares; 2025Q4: 7,832 shares 7,832 $489K 0.01% -896 Timeline EWL 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: 8,014 shares; 2024Q4: 8,014 shares; 2025Q1: 8,089 shares; 2025Q2: 8,108 shares; 2025Q3: 8,129 shares; 2025Q4: 8,129 shares 8,129 $487K 0.01% 0 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: 9,001 shares; 2024Q4: 10,489 shares; 2025Q1: 3,750 shares; 2025Q2: 3,705 shares; 2025Q3: 3,917 shares; 2025Q4: 4,313 shares 4,313 $487K 0.01% +396 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,088 shares 17,088 $487K 0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,886 shares; 2024Q4: 62,249 shares; 2025Q1: 92,340 shares; 2025Q2: 32,227 shares; 2025Q3: 35,193 shares; 2025Q4: 36,713 shares 36,713 $486K 0.01% +1,520 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: not reported; 2024Q4: 1,129 shares; 2025Q1: 1,467 shares; 2025Q2: 2,271 shares; 2025Q3: 2,364 shares; 2025Q4: 2,330 shares 2,330 $485K 0.01% -34 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: 19,294 shares; 2024Q4: 14,860 shares; 2025Q1: 14,428 shares; 2025Q2: 13,319 shares; 2025Q3: 11,532 shares; 2025Q4: 9,608 shares 9,608 $485K 0.01% -1,924 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,395 shares; 2025Q3: 4,452 shares; 2025Q4: 4,872 shares 4,872 $483K 0.01% +420 Timeline SCHX 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: 11,720 shares; 2024Q4: 49,635 shares; 2025Q1: 25,172 shares; 2025Q2: 19,979 shares; 2025Q3: 19,728 shares; 2025Q4: 17,861 shares 17,861 $481K 0.01% -1,867 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: 3,842 shares; 2024Q4: not reported; 2025Q1: 4,865 shares; 2025Q2: 2,494 shares; 2025Q3: 3,046 shares; 2025Q4: 3,274 shares 3,274 $480K 0.01% +228 Timeline MOAT 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: 16,250 shares; 2024Q4: 15,252 shares; 2025Q1: 15,884 shares; 2025Q2: 6,739 shares; 2025Q3: 5,366 shares; 2025Q4: 4,615 shares 4,615 $478K 0.01% -751 Timeline UOCT 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: 8,076 shares; 2024Q4: 6,761 shares; 2025Q1: 14,848 shares; 2025Q2: 13,381 shares; 2025Q3: 13,156 shares; 2025Q4: 12,198 shares 12,198 $476K 0.01% -958 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 6,543 shares; 2025Q1: 6,312 shares; 2025Q2: 5,912 shares; 2025Q3: 5,918 shares; 2025Q4: 8,363 shares 8,363 $476K 0.01% +2,445 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 838 shares 838 $471K 0.01% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 4,420 shares; 2025Q4: 6,105 shares 6,105 $467K 0.01% +1,685 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: 5,266 shares; 2024Q4: 7,170 shares; 2025Q1: 10,255 shares; 2025Q2: 11,698 shares; 2025Q3: 10,647 shares; 2025Q4: 8,737 shares 8,737 $462K 0.01% -1,910 Timeline LGOV 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: 17,054 shares; 2024Q4: 16,163 shares; 2025Q1: 16,475 shares; 2025Q2: 19,020 shares; 2025Q3: 20,418 shares; 2025Q4: 21,128 shares 21,128 $461K 0.01% +710 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,289 shares; 2025Q3: 1,439 shares; 2025Q4: 1,899 shares 1,899 $461K 0.01% +460 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: 5,549 shares; 2024Q4: 5,112 shares; 2025Q1: 5,091 shares; 2025Q2: 5,227 shares; 2025Q3: 4,571 shares; 2025Q4: 4,637 shares 4,637 $461K 0.01% +66 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,070 shares; 2025Q2: not reported; 2025Q3: 84,008 shares; 2025Q4: 22,023 shares 22,023 $460K 0.01% -61,985 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,616 shares; 2025Q3: 12,716 shares; 2025Q4: 12,806 shares 12,806 $459K 0.01% +90 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: 5,314 shares; 2024Q4: 4,905 shares; 2025Q1: 9,104 shares; 2025Q2: 9,227 shares; 2025Q3: 6,957 shares; 2025Q4: 5,752 shares 5,752 $455K 0.01% -1,205 Timeline BSEP 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: 16,195 shares; 2024Q4: 12,892 shares; 2025Q1: 12,590 shares; 2025Q2: 9,229 shares; 2025Q3: 9,229 shares; 2025Q4: 9,229 shares 9,229 $455K 0.01% 0 Timeline ESGD 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: 2,641 shares; 2025Q3: 3,279 shares; 2025Q4: 4,748 shares 4,748 $452K 0.01% +1,469 Timeline NANR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,391 shares; 2025Q4: 6,632 shares 6,632 $450K 0.01% -6,759 Timeline FBK FB FINL CORP More: the full row for FB 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: not reported; 2025Q3: 8,020 shares; 2025Q4: 8,020 shares 8,020 $448K 0.01% 0 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,141 shares; 2025Q3: not reported; 2025Q4: 783 shares 783 $445K 0.01% new Timeline UJUL 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: 9,295 shares; 2024Q4: not reported; 2025Q1: 15,278 shares; 2025Q2: 11,585 shares; 2025Q3: 11,365 shares; 2025Q4: 11,455 shares 11,455 $444K 0.01% +90 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,924 shares; 2025Q4: 10,583 shares 10,583 $443K 0.01% +5,659 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 2,334 shares; 2025Q1: 2,416 shares; 2025Q2: 1,578 shares; 2025Q3: 1,486 shares; 2025Q4: 1,587 shares 1,587 $443K 0.01% +101 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 2,442 shares; 2025Q1: 2,682 shares; 2025Q2: 2,048 shares; 2025Q3: 1,445 shares; 2025Q4: 1,401 shares 1,401 $437K 0.01% -44 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,679 shares; 2025Q1: 1,898 shares; 2025Q2: 2,186 shares; 2025Q3: 2,233 shares; 2025Q4: 1,587 shares 1,587 $437K 0.01% -646 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: 29,673 shares; 2024Q4: 20,919 shares; 2025Q1: 13,955 shares; 2025Q2: 10,402 shares; 2025Q3: 9,924 shares; 2025Q4: 9,238 shares 9,238 $435K 0.01% -686 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,017 shares 23,017 $434K 0.01% new Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,165 shares 17,165 $430K 0.01% new 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: 36,940 shares; 2024Q4: 36,948 shares; 2025Q1: 33,059 shares; 2025Q2: 24,901 shares; 2025Q3: 23,532 shares; 2025Q4: 16,747 shares 16,747 $422K 0.01% -6,785 Timeline TIPX 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: 21,060 shares; 2024Q4: 22,128 shares; 2025Q1: 22,037 shares; 2025Q2: 23,101 shares; 2025Q3: 22,114 shares; 2025Q4: 22,060 shares 22,060 $421K 0.01% -54 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,461 shares; 2024Q4: 6,321 shares; 2025Q1: 6,819 shares; 2025Q2: 6,672 shares; 2025Q3: 6,816 shares; 2025Q4: 6,653 shares 6,653 $420K 0.01% -163 Timeline DFUV 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: 8,833 shares; 2024Q4: 8,870 shares; 2025Q1: 9,256 shares; 2025Q2: 9,296 shares; 2025Q3: 8,984 shares; 2025Q4: 9,014 shares 9,014 $420K 0.01% +30 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: 9,450 shares; 2024Q4: 16,928 shares; 2025Q1: 15,791 shares; 2025Q2: 15,760 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares 9,100 $417K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 665 shares; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 621 shares; 2025Q4: 634 shares 634 $414K 0.01% +13 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,596 shares; 2024Q4: 7,265 shares; 2025Q1: 1,257 shares; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 2,264 shares 2,264 $412K 0.01% -303 Timeline COWZ 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: 157,430 shares; 2024Q4: 183,619 shares; 2025Q1: 241,563 shares; 2025Q2: 113,202 shares; 2025Q3: 17,486 shares; 2025Q4: 6,792 shares 6,792 $409K 0.01% -10,694 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,449 shares; 2025Q3: 16,028 shares; 2025Q4: 16,069 shares 16,069 $408K 0.01% +41 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 6,373 shares; 2025Q1: 7,430 shares; 2025Q2: 7,522 shares; 2025Q3: 6,444 shares; 2025Q4: 6,258 shares 6,258 $403K 0.01% -186 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,737 shares; 2025Q1: 3,347 shares; 2025Q2: 2,881 shares; 2025Q3: 2,874 shares; 2025Q4: 2,874 shares 2,874 $402K 0.01% 0 Timeline BUG 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: 8,167 shares; 2025Q4: 13,191 shares 13,191 $402K 0.01% +5,024 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: 5,211 shares; 2024Q4: 3,594 shares; 2025Q1: 3,452 shares; 2025Q2: 2,232 shares; 2025Q3: 2,321 shares; 2025Q4: 2,249 shares 2,249 $402K 0.01% -72 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: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 1,784 shares; 2025Q3: 1,408 shares; 2025Q4: 1,457 shares 1,457 $401K 0.01% +49 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,872 shares; 2025Q1: 2,324 shares; 2025Q2: 3,622 shares; 2025Q3: 2,354 shares; 2025Q4: 2,049 shares 2,049 $400K 0.01% -305 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,869 shares; 2025Q1: 53,869 shares; 2025Q2: 96,869 shares; 2025Q3: 202,990 shares; 2025Q4: 202,490 shares 202,490 $399K 0.01% -500 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 8,300 shares; 2025Q4: 10,600 shares 10,600 $396K 0.01% +2,300 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,194 shares; 2025Q3: 13,872 shares; 2025Q4: 15,765 shares 15,765 $395K 0.01% +1,893 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 4,884 shares; 2025Q1: 4,877 shares; 2025Q2: 4,893 shares; 2025Q3: 4,987 shares; 2025Q4: 5,085 shares 5,085 $393K 0.01% +98 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,039 shares; 2025Q1: 2,904 shares; 2025Q2: 4,956 shares; 2025Q3: 5,015 shares; 2025Q4: 2,882 shares 2,882 $392K 0.01% -2,133 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 11,735 shares; 2025Q1: 11,586 shares; 2025Q2: 8,600 shares; 2025Q3: 8,725 shares; 2025Q4: 7,967 shares 7,967 $392K 0.01% -758 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,230 shares; 2025Q4: 20,193 shares 20,193 $391K 0.01% -37 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,408 shares; 2025Q2: 9,749 shares; 2025Q3: 54,105 shares; 2025Q4: 7,540 shares 7,540 $391K 0.01% -46,565 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 3,919 shares; 2025Q1: 4,226 shares; 2025Q2: 3,118 shares; 2025Q3: 3,290 shares; 2025Q4: 3,385 shares 3,385 $390K 0.01% +95 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT 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: 14,762 shares; 2025Q2: 16,201 shares; 2025Q3: 17,610 shares; 2025Q4: 22,275 shares 22,275 $389K 0.01% +4,665 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 1,035 shares; 2025Q1: 1,312 shares; 2025Q2: 1,242 shares; 2025Q3: 1,469 shares; 2025Q4: 1,342 shares 1,342 $388K 0.01% -127 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,776 shares; 2025Q3: 2,922 shares; 2025Q4: 3,381 shares 3,381 $387K 0.01% +459 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: 3,644 shares; 2024Q4: 4,415 shares; 2025Q1: 3,916 shares; 2025Q2: 4,160 shares; 2025Q3: 3,777 shares; 2025Q4: 3,854 shares 3,854 $385K 0.01% +77 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,768 shares; 2025Q4: 4,517 shares 4,517 $381K 0.01% -251 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: 22,675 shares; 2024Q4: 18,069 shares; 2025Q1: 10,514 shares; 2025Q2: 5,263 shares; 2025Q3: 3,873 shares; 2025Q4: 3,989 shares 3,989 $380K 0.01% +116 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,326 shares; 2025Q4: 15,980 shares 15,980 $379K 0.01% +654 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 729 shares; 2025Q4: 1,279 shares 1,279 $379K 0.01% +550 Timeline DIV 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: 26,428 shares; 2024Q4: 21,352 shares; 2025Q1: 21,115 shares; 2025Q2: 21,149 shares; 2025Q3: 21,495 shares; 2025Q4: 21,845 shares 21,845 $378K 0.01% +350 Timeline FTA 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: 8,095 shares; 2024Q4: 9,668 shares; 2025Q1: 8,261 shares; 2025Q2: 8,183 shares; 2025Q3: 4,598 shares; 2025Q4: 4,371 shares 4,371 $377K 0.01% -227 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: 1,676 shares; 2024Q4: 675 shares; 2025Q1: 757 shares; 2025Q2: 571 shares; 2025Q3: not reported; 2025Q4: 827 shares 827 $375K 0.01% new Timeline XSVM 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: 9,381 shares; 2024Q4: 9,487 shares; 2025Q1: 12,611 shares; 2025Q2: 9,622 shares; 2025Q3: 7,086 shares; 2025Q4: 6,549 shares 6,549 $374K 0.01% -537 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: not reported; 2024Q4: not reported; 2025Q1: 3,640 shares; 2025Q2: 3,906 shares; 2025Q3: 3,692 shares; 2025Q4: 3,703 shares 3,703 $373K 0.01% +11 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: 615 shares; 2024Q4: 763 shares; 2025Q1: 754 shares; 2025Q2: 876 shares; 2025Q3: 904 shares; 2025Q4: 956 shares 956 $372K 0.01% +52 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: 45,890 shares; 2024Q4: 49,598 shares; 2025Q1: not reported; 2025Q2: 9,367 shares; 2025Q3: 6,417 shares; 2025Q4: 5,306 shares 5,306 $368K 0.01% -1,111 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: 2,624 shares; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 2,895 shares; 2025Q3: 2,947 shares; 2025Q4: 3,073 shares 3,073 $368K 0.01% +126 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: 19,776 shares; 2024Q4: 16,603 shares; 2025Q1: 16,800 shares; 2025Q2: 9,427 shares; 2025Q3: 8,855 shares; 2025Q4: 8,855 shares 8,855 $368K 0.01% 0 Timeline MPRO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,650 shares; 2025Q1: 15,461 shares; 2025Q2: 14,099 shares; 2025Q3: 14,172 shares; 2025Q4: 11,966 shares 11,966 $367K 0.01% -2,206 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: 50,097 shares; 2024Q4: 47,967 shares; 2025Q1: 48,291 shares; 2025Q2: 51,133 shares; 2025Q3: 40,807 shares; 2025Q4: 28,910 shares 28,910 $366K 0.01% -11,897 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,091 shares; 2024Q4: 6,955 shares; 2025Q1: 8,173 shares; 2025Q2: 9,131 shares; 2025Q3: 4,722 shares; 2025Q4: 7,248 shares 7,248 $366K 0.01% +2,526 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: 6,772 shares; 2025Q1: 6,752 shares; 2025Q2: 6,749 shares; 2025Q3: 6,764 shares; 2025Q4: 6,803 shares 6,803 $365K 0.01% +39 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: not reported; 2025Q1: 6,665 shares; 2025Q2: 11,481 shares; 2025Q3: 6,432 shares; 2025Q4: 6,212 shares 6,212 $364K 0.01% -220 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 7,251 shares; 2025Q1: 12,400 shares; 2025Q2: 5,261 shares; 2025Q3: 4,243 shares; 2025Q4: 3,879 shares 3,879 $363K 0.01% -364 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,330 shares; 2025Q4: 11,132 shares 11,132 $362K 0.01% +2,802 Timeline DVY 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: 2,190 shares; 2024Q4: 2,453 shares; 2025Q1: 2,468 shares; 2025Q2: 2,280 shares; 2025Q3: 3,008 shares; 2025Q4: 2,555 shares 2,555 $361K 0.01% -453 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 5,183 shares; 2025Q1: 5,135 shares; 2025Q2: 5,433 shares; 2025Q3: 5,642 shares; 2025Q4: 3,611 shares 3,611 $360K 0.01% -2,031 Timeline IUSV 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: 4,917 shares; 2024Q4: 3,294 shares; 2025Q1: 3,359 shares; 2025Q2: 3,651 shares; 2025Q3: 3,487 shares; 2025Q4: 3,488 shares 3,488 $358K 0.01% +1 Timeline GOCT 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: not reported; 2025Q4: 9,046 shares 9,046 $355K 0.01% new Timeline NJUL 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: 30,589 shares; 2024Q4: 29,664 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,710 shares; 2025Q4: 4,878 shares 4,878 $354K 0.01% -86,832 Timeline AOM 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: 11,550 shares; 2024Q4: 11,652 shares; 2025Q1: 11,652 shares; 2025Q2: 11,763 shares; 2025Q3: 11,810 shares; 2025Q4: 7,391 shares 7,391 $353K 0.01% -4,419 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,215 shares; 2024Q4: not reported; 2025Q1: 12,811 shares; 2025Q2: 10,805 shares; 2025Q3: 10,504 shares; 2025Q4: 10,695 shares 10,695 $350K 0.01% +191 Timeline ESPO 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: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,366 shares 3,366 $349K 0.01% +41 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,474 shares; 2025Q1: 1,443 shares; 2025Q2: 1,476 shares; 2025Q3: 1,464 shares; 2025Q4: 1,528 shares 1,528 $348K 0.01% +64 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,625 shares; 2025Q1: 4,420 shares; 2025Q2: 4,168 shares; 2025Q3: 4,255 shares; 2025Q4: 3,380 shares 3,380 $347K 0.01% -875 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 1,599 shares 1,599 $347K 0.01% -298 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: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,508 shares; 2025Q3: 2,421 shares; 2025Q4: 1,519 shares 1,519 $346K 0.01% -902 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C 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: 8,449 shares 8,449 $346K 0.01% new Timeline IWR 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: 3,526 shares; 2024Q4: 3,889 shares; 2025Q1: 3,810 shares; 2025Q2: 4,261 shares; 2025Q3: 3,999 shares; 2025Q4: 3,554 shares 3,554 $342K 0.01% -445 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,081 shares; 2025Q1: 1,157 shares; 2025Q2: 1,113 shares; 2025Q3: 1,055 shares; 2025Q4: 1,182 shares 1,182 $341K 0.01% +127 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: not reported; 2024Q4: 3,116 shares; 2025Q1: 3,082 shares; 2025Q2: 3,165 shares; 2025Q3: 3,182 shares; 2025Q4: 3,688 shares 3,688 $341K 0.01% +506 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,184 shares; 2025Q2: 18,124 shares; 2025Q3: 14,974 shares; 2025Q4: 15,322 shares 15,322 $340K 0.01% +348 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,276 shares 7,276 $339K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,427 shares; 2025Q2: 2,434 shares; 2025Q3: 2,399 shares; 2025Q4: 2,543 shares 2,543 $338K 0.01% +144 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,243 shares; 2025Q1: 2,393 shares; 2025Q2: 2,462 shares; 2025Q3: 1,921 shares; 2025Q4: 2,070 shares 2,070 $338K 0.01% +149 Timeline CEFA 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: 5,890 shares; 2025Q3: 6,542 shares; 2025Q4: 9,134 shares 9,134 $337K 0.01% +2,592 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,483 shares; 2025Q1: 2,472 shares; 2025Q2: 2,494 shares; 2025Q3: 2,340 shares; 2025Q4: 2,489 shares 2,489 $337K 0.01% +149 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,095 shares; 2025Q1: 1,035 shares; 2025Q2: 1,665 shares; 2025Q3: 1,099 shares; 2025Q4: 1,061 shares 1,061 $329K 0.01% -38 Timeline BDEC 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: 12,657 shares; 2024Q4: 12,833 shares; 2025Q1: 9,165 shares; 2025Q2: 6,573 shares; 2025Q3: 6,573 shares; 2025Q4: 6,573 shares 6,573 $326K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,948 shares; 2024Q4: not reported; 2025Q1: 14,547 shares; 2025Q2: 10,419 shares; 2025Q3: not reported; 2025Q4: 11,707 shares 11,707 $322K 0.01% new Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,106 shares; 2025Q2: 21,746 shares; 2025Q3: 18,223 shares; 2025Q4: 18,223 shares 18,223 $320K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5,383 shares; 2025Q2: 3,053 shares; 2025Q3: 2,171 shares; 2025Q4: 2,099 shares 2,099 $316K 0.01% -72 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 2,789 shares 2,789 $315K 0.01% +1,344 Timeline TDVI 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: 11,833 shares; 2025Q4: 11,343 shares 11,343 $315K 0.01% -490 Timeline ANGL 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: 7,790 shares; 2025Q4: 10,647 shares 10,647 $313K 0.01% +2,857 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 10,482 shares; 2025Q1: 10,642 shares; 2025Q2: 10,518 shares; 2025Q3: 11,643 shares; 2025Q4: 11,418 shares 11,418 $312K 0.01% -225 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,967 shares; 2024Q4: 8,617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,263 shares 2,263 $312K 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 1,959 shares; 2025Q1: 1,927 shares; 2025Q2: 1,883 shares; 2025Q3: 1,916 shares; 2025Q4: 1,388 shares 1,388 $310K 0.01% -528 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,512 shares; 2024Q4: 14,748 shares; 2025Q1: 11,570 shares; 2025Q2: 9,884 shares; 2025Q3: 8,663 shares; 2025Q4: 8,505 shares 8,505 $308K 0.01% -158 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: 10,212 shares; 2024Q4: 10,803 shares; 2025Q1: 10,532 shares; 2025Q2: 10,601 shares; 2025Q3: 9,838 shares; 2025Q4: 10,056 shares 10,056 $307K 0.01% +218 Timeline QSIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,154 shares; 2024Q4: 7,346 shares; 2025Q1: 6,429 shares; 2025Q2: 6,283 shares; 2025Q3: 6,280 shares; 2025Q4: 6,259 shares 6,259 $307K 0.01% -21 Timeline NUSC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,794 shares 6,794 $303K 0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,340 shares; 2025Q4: 6,650 shares 6,650 $303K 0.01% -2,690 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: 1,278 shares; 2025Q2: 1,389 shares; 2025Q3: 1,318 shares; 2025Q4: 1,431 shares 1,431 $299K 0.01% +113 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 9,861 shares; 2025Q1: 9,792 shares; 2025Q2: 9,936 shares; 2025Q3: 10,061 shares; 2025Q4: 6,875 shares 6,875 $298K 0.01% -3,186 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,946 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,444 shares; 2025Q4: 10,572 shares 10,572 $297K 0.01% +128 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,333 shares; 2025Q4: 2,732 shares 2,732 $296K 0.01% +399 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: 1,625 shares; 2024Q4: not reported; 2025Q1: 1,467 shares; 2025Q2: 1,466 shares; 2025Q3: 1,467 shares; 2025Q4: 1,809 shares 1,809 $295K 0.01% +342 Timeline FBUF FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,105 shares; 2025Q4: 9,529 shares 9,529 $294K 0.01% +2,424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,014 shares 8,014 $293K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,216 shares; 2024Q4: 29,004 shares; 2025Q1: 26,204 shares; 2025Q2: 26,592 shares; 2025Q3: 23,266 shares; 2025Q4: 22,206 shares 22,206 $291K 0.01% -1,060 Timeline DIVS GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,586 shares; 2024Q4: 16,513 shares; 2025Q1: 12,302 shares; 2025Q2: 12,348 shares; 2025Q3: 12,395 shares; 2025Q4: 9,345 shares 9,345 $289K 0.01% -3,050 Timeline PSFF 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: 6,573 shares; 2025Q4: 8,891 shares 8,891 $287K 0.01% +2,318 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,584 shares 4,584 $286K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,097 shares; 2025Q4: 7,869 shares 7,869 $285K 0.01% -228 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS 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: 4,899 shares 4,899 $282K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 869 shares; 2025Q2: 902 shares; 2025Q3: 968 shares; 2025Q4: 972 shares 972 $282K 0.01% +4 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 6,620 shares; 2025Q1: 7,234 shares; 2025Q2: 7,165 shares; 2025Q3: 5,358 shares; 2025Q4: 5,244 shares 5,244 $282K 0.01% -114 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,216 shares; 2024Q4: 21,958 shares; 2025Q1: 19,423 shares; 2025Q2: 6,322 shares; 2025Q3: 7,308 shares; 2025Q4: 6,322 shares 6,322 $281K 0.01% -986 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 665 shares; 2025Q1: 708 shares; 2025Q2: 766 shares; 2025Q3: 763 shares; 2025Q4: 729 shares 729 $280K 0.01% -34 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,518 shares; 2025Q4: 7,591 shares 7,591 $280K 0.01% +1,073 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 8,685 shares; 2025Q1: 8,821 shares; 2025Q2: 9,210 shares; 2025Q3: 9,307 shares; 2025Q4: 9,529 shares 9,529 $278K 0.01% +222 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 987 shares; 2025Q3: 1,037 shares; 2025Q4: 1,083 shares 1,083 $277K 0.01% +46 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,804 shares; 2025Q3: 9,942 shares; 2025Q4: 11,373 shares 11,373 $277K 0.01% +1,431 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: 4,798 shares; 2024Q4: 5,417 shares; 2025Q1: 5,536 shares; 2025Q2: 6,403 shares; 2025Q3: 5,875 shares; 2025Q4: 5,123 shares 5,123 $276K 0.01% -752 Timeline GMAY 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: 6,161 shares; 2025Q3: 6,665 shares; 2025Q4: 6,665 shares 6,665 $275K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,994 shares; 2025Q1: 3,780 shares; 2025Q2: 2,911 shares; 2025Q3: 3,141 shares; 2025Q4: 2,643 shares 2,643 $275K 0.01% -498 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 108,847 shares; 2025Q4: 15,342 shares 15,342 $274K 0.01% -93,505 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,845 shares; 2024Q4: 38,750 shares; 2025Q1: 36,004 shares; 2025Q2: 19,804 shares; 2025Q3: 8,654 shares; 2025Q4: 8,654 shares 8,654 $273K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR 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: 2,770 shares; 2025Q3: 1,392 shares; 2025Q4: 1,752 shares 1,752 $271K 0.01% +360 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,347 shares; 2025Q1: 1,297 shares; 2025Q2: 2,045 shares; 2025Q3: 2,018 shares; 2025Q4: 951 shares 951 $270K 0.01% -1,067 Timeline MFLX 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: 15,748 shares; 2025Q3: 15,748 shares; 2025Q4: 15,748 shares 15,748 $268K 0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares; 2025Q4: 3,516 shares 3,516 $267K 0.01% +40 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,195 shares; 2024Q4: 26,984 shares; 2025Q1: 27,526 shares; 2025Q2: 27,031 shares; 2025Q3: 27,042 shares; 2025Q4: 26,655 shares 26,655 $266K 0.01% -387 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,042 shares; 2025Q2: 25,088 shares; 2025Q3: 22,788 shares; 2025Q4: 20,888 shares 20,888 $265K <0.01% -1,900 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,886 shares; 2024Q4: 19,855 shares; 2025Q1: 19,119 shares; 2025Q2: 18,868 shares; 2025Q3: 16,505 shares; 2025Q4: 13,105 shares 13,105 $265K <0.01% -3,400 Timeline FGD 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: 9,509 shares; 2025Q4: 8,662 shares 8,662 $262K <0.01% -847 Timeline BJAN 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: 37,470 shares; 2024Q4: 12,267 shares; 2025Q1: 9,310 shares; 2025Q2: 4,743 shares; 2025Q3: 4,743 shares; 2025Q4: 4,743 shares 4,743 $261K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,075 shares; 2025Q3: 3,103 shares; 2025Q4: 3,093 shares 3,093 $259K <0.01% -10 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 3,538 shares; 2025Q3: 3,614 shares; 2025Q4: 3,586 shares 3,586 $259K <0.01% -28 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,557 shares; 2025Q3: 2,557 shares; 2025Q4: 2,528 shares 2,528 $256K <0.01% -29 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,073 shares; 2024Q4: 8,208 shares; 2025Q1: 8,942 shares; 2025Q2: 9,068 shares; 2025Q3: 9,190 shares; 2025Q4: 6,463 shares 6,463 $255K <0.01% -2,727 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,351 shares 8,351 $254K <0.01% new Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 8,186 shares 8,186 $253K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,518 shares; 2025Q4: 5,664 shares 5,664 $252K <0.01% +146 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,783 shares 9,783 $251K <0.01% new Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,745 shares; 2025Q1: 6,485 shares; 2025Q2: 6,338 shares; 2025Q3: 6,205 shares; 2025Q4: 4,572 shares 4,572 $250K <0.01% -1,633 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: 10,950 shares; 2024Q4: 10,359 shares; 2025Q1: 12,842 shares; 2025Q2: 14,931 shares; 2025Q3: 10,509 shares; 2025Q4: 2,475 shares 2,475 $250K <0.01% -8,034 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 4,829 shares; 2025Q1: 4,732 shares; 2025Q2: 3,479 shares; 2025Q3: 3,481 shares; 2025Q4: 3,473 shares 3,473 $249K <0.01% -8 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: 19,999 shares; 2024Q4: 21,939 shares; 2025Q1: 21,939 shares; 2025Q2: 7,815 shares; 2025Q3: 7,815 shares; 2025Q4: 7,815 shares 7,815 $249K <0.01% 0 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: 1,420 shares; 2024Q4: 1,349 shares; 2025Q1: 1,309 shares; 2025Q2: 1,375 shares; 2025Q3: 1,340 shares; 2025Q4: 1,328 shares 1,328 $246K <0.01% -12 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,885 shares; 2025Q1: 1,698 shares; 2025Q2: not reported; 2025Q3: 1,365 shares; 2025Q4: 1,326 shares 1,326 $246K <0.01% -39 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,362 shares 1,362 $245K <0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,476 shares; 2024Q4: 102,217 shares; 2025Q1: 6,176 shares; 2025Q2: 6,799 shares; 2025Q3: 6,096 shares; 2025Q4: 4,894 shares 4,894 $243K <0.01% -1,202 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 275 shares; 2025Q3: 277 shares; 2025Q4: 843 shares 843 $242K <0.01% +566 Timeline ILCG 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: 39,723 shares; 2024Q4: 44,802 shares; 2025Q1: 39,915 shares; 2025Q2: 38,839 shares; 2025Q3: 38,189 shares; 2025Q4: 2,307 shares 2,307 $240K <0.01% -35,882 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 438 shares; 2025Q3: 429 shares; 2025Q4: 433 shares 433 $239K <0.01% +4 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,835 shares; 2025Q4: 1,761 shares 1,761 $238K <0.01% -74 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,092 shares 3,092 $237K <0.01% new 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: 1,775 shares; 2024Q4: 1,569 shares; 2025Q1: 1,508 shares; 2025Q2: 909 shares; 2025Q3: 964 shares; 2025Q4: 850 shares 850 $237K <0.01% -114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 2,257 shares 2,257 $236K <0.01% -18 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 20,444 shares; 2025Q2: 47,304 shares; 2025Q3: 96,247 shares; 2025Q4: 10,531 shares 10,531 $236K <0.01% -85,716 Timeline XPND 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: 6,687 shares; 2025Q4: 6,507 shares 6,507 $235K <0.01% -180 Timeline AFMC 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: 36,505 shares; 2025Q3: 12,533 shares; 2025Q4: 6,810 shares 6,810 $235K <0.01% -5,723 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 1,745 shares; 2025Q4: 346 shares 346 $233K <0.01% -1,399 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: 2,368 shares 2,368 $233K <0.01% +271 Timeline XMVM 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: 3,628 shares 3,628 $233K <0.01% new Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,853 shares; 2025Q3: 4,901 shares; 2025Q4: 5,027 shares 5,027 $233K <0.01% +126 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS 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: 8,202 shares; 2025Q2: 7,833 shares; 2025Q3: 7,139 shares; 2025Q4: 6,746 shares 6,746 $232K <0.01% -393 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,755 shares 3,755 $232K <0.01% new Timeline BOCT 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: 13,296 shares; 2024Q4: 19,947 shares; 2025Q1: 17,108 shares; 2025Q2: 6,514 shares; 2025Q3: 6,494 shares; 2025Q4: 4,683 shares 4,683 $231K <0.01% -1,811 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: not reported; 2024Q4: 3,533 shares; 2025Q1: 3,683 shares; 2025Q2: 3,683 shares; 2025Q3: 3,683 shares; 2025Q4: 3,357 shares 3,357 $230K <0.01% -326 Timeline GAUG 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: 5,825 shares; 2025Q4: 5,825 shares 5,825 $229K <0.01% 0 Timeline TECB 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: 4,881 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,739 shares 3,739 $228K <0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,240 shares; 2025Q1: 6,849 shares; 2025Q2: 6,587 shares; 2025Q3: 4,348 shares; 2025Q4: 4,404 shares 4,404 $227K <0.01% +56 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,268 shares 6,268 $226K <0.01% new 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: not reported; 2024Q4: 5,672 shares; 2025Q1: 14,985 shares; 2025Q2: 19,208 shares; 2025Q3: 8,204 shares; 2025Q4: 6,088 shares 6,088 $225K <0.01% -2,116 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,462 shares; 2024Q4: 8,199 shares; 2025Q1: 8,511 shares; 2025Q2: 6,761 shares; 2025Q3: 6,664 shares; 2025Q4: 6,469 shares 6,469 $225K <0.01% -195 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,451 shares 3,451 $224K <0.01% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 7,141 shares; 2025Q1: 7,141 shares; 2025Q2: 6,884 shares; 2025Q3: 6,861 shares; 2025Q4: 6,238 shares 6,238 $222K <0.01% -623 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 6,002 shares; 2025Q1: 2,877 shares; 2025Q2: 3,666 shares; 2025Q3: 2,292 shares; 2025Q4: 2,167 shares 2,167 $222K <0.01% -125 Timeline BJUN 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: 27,229 shares; 2024Q4: 13,271 shares; 2025Q1: 10,205 shares; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares 4,730 $221K <0.01% 0 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: 3,133 shares; 2024Q4: 3,162 shares; 2025Q1: 3,172 shares; 2025Q2: 2,643 shares; 2025Q3: 2,938 shares; 2025Q4: 2,752 shares 2,752 $221K <0.01% -186 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,496 shares; 2024Q4: 6,668 shares; 2025Q1: 5,482 shares; 2025Q2: 5,919 shares; 2025Q3: 5,392 shares; 2025Q4: 4,711 shares 4,711 $219K <0.01% -681 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: 4,500 shares; 2024Q4: 5,404 shares; 2025Q1: 4,415 shares; 2025Q2: 3,628 shares; 2025Q3: 3,020 shares; 2025Q4: 2,827 shares 2,827 $219K <0.01% -193 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,845 shares 1,845 $217K <0.01% new Timeline DMXF 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: 6,316 shares; 2024Q4: 11,124 shares; 2025Q1: 9,224 shares; 2025Q2: 9,075 shares; 2025Q3: 8,127 shares; 2025Q4: 2,882 shares 2,882 $217K <0.01% -5,245 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,285 shares; 2025Q4: 8,677 shares 8,677 $216K <0.01% -18,608 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,705 shares 3,705 $216K <0.01% new Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G 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: 6,930 shares; 2025Q3: 6,930 shares; 2025Q4: 6,930 shares 6,930 $216K <0.01% 0 Timeline SHYD 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: 9,049 shares; 2025Q4: 9,394 shares 9,394 $215K <0.01% +345 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 25,904 shares; 2025Q1: 8,215 shares; 2025Q2: 7,841 shares; 2025Q3: 7,335 shares; 2025Q4: 6,356 shares 6,356 $215K <0.01% -979 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: 1,953 shares; 2024Q4: 1,886 shares; 2025Q1: 1,768 shares; 2025Q2: 1,721 shares; 2025Q3: 1,628 shares; 2025Q4: 1,708 shares 1,708 $215K <0.01% +80 Timeline MBCE NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,395 shares; 2025Q1: 7,702 shares; 2025Q2: 7,077 shares; 2025Q3: 6,765 shares; 2025Q4: 5,816 shares 5,816 $215K <0.01% -949 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 4,058 shares; 2025Q4: 5,167 shares 5,167 $214K <0.01% +1,109 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: 13,591 shares; 2024Q4: 13,619 shares; 2025Q1: 10,414 shares; 2025Q2: 10,184 shares; 2025Q3: 10,205 shares; 2025Q4: 10,620 shares 10,620 $213K <0.01% +415 Timeline VCIT 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: 2,924 shares; 2024Q4: 2,577 shares; 2025Q1: 2,922 shares; 2025Q2: 15,269 shares; 2025Q3: 3,030 shares; 2025Q4: 2,523 shares 2,523 $211K <0.01% -507 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,316 shares; 2025Q1: 1,339 shares; 2025Q2: 1,289 shares; 2025Q3: 1,271 shares; 2025Q4: 600 shares 600 $211K <0.01% -671 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,507 shares; 2025Q3: 2,407 shares; 2025Q4: 1,728 shares 1,728 $211K <0.01% -679 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 1,804 shares; 2025Q1: 1,585 shares; 2025Q2: 1,526 shares; 2025Q3: 1,373 shares; 2025Q4: 1,311 shares 1,311 $210K <0.01% -62 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares 1,009 $209K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,809 shares; 2025Q4: 1,968 shares 1,968 $208K <0.01% +159 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 604 shares; 2025Q1: 572 shares; 2025Q2: 550 shares; 2025Q3: 447 shares; 2025Q4: 398 shares 398 $208K <0.01% -49 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 4,368 shares 4,368 $208K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,201 shares 1,201 $208K <0.01% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,602 shares 8,602 $207K <0.01% new Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,970 shares; 2025Q3: 4,089 shares; 2025Q4: 3,263 shares 3,263 $206K <0.01% -826 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,510 shares; 2025Q2: 7,400 shares; 2025Q3: 9,350 shares; 2025Q4: 6,355 shares 6,355 $204K <0.01% -2,995 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,252 shares 5,252 $203K <0.01% new Timeline FBT 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: 1,910 shares; 2025Q1: 1,961 shares; 2025Q2: 1,407 shares; 2025Q3: not reported; 2025Q4: 982 shares 982 $203K <0.01% new Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,535 shares; 2025Q1: 14,273 shares; 2025Q2: 9,457 shares; 2025Q3: 7,369 shares; 2025Q4: 3,945 shares 3,945 $202K <0.01% -3,424 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,358 shares 2,358 $201K <0.01% new 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: 26,800 shares; 2025Q1: 27,300 shares; 2025Q2: 27,800 shares; 2025Q3: 27,800 shares; 2025Q4: 18,300 shares 18,300 $192K <0.01% -9,500 Timeline FDD 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: 10,958 shares; 2025Q4: 10,958 shares 10,958 $192K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,153 shares; 2025Q1: 20,386 shares; 2025Q2: 19,823 shares; 2025Q3: 11,631 shares; 2025Q4: 10,977 shares 10,977 $189K <0.01% -654 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE 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: 24,700 shares; 2025Q2: 29,031 shares; 2025Q3: 27,331 shares; 2025Q4: 28,331 shares 28,331 $187K <0.01% +1,000 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: not reported; 2024Q4: not reported; 2025Q1: 13,733 shares; 2025Q2: 15,733 shares; 2025Q3: 15,733 shares; 2025Q4: 15,733 shares 15,733 $183K <0.01% 0 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS 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: 14,945 shares; 2025Q2: 17,290 shares; 2025Q3: 17,290 shares; 2025Q4: 16,899 shares 16,899 $176K <0.01% -391 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME 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: 33,302 shares; 2025Q2: 34,117 shares; 2025Q3: 28,412 shares; 2025Q4: 23,412 shares 23,412 $173K <0.01% -5,000 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,594 shares; 2024Q4: 18,861 shares; 2025Q1: 16,982 shares; 2025Q2: 16,927 shares; 2025Q3: 16,927 shares; 2025Q4: 17,925 shares 17,925 $173K <0.01% +998 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN 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: not reported; 2025Q2: 28,987 shares; 2025Q3: 18,987 shares; 2025Q4: 18,987 shares 18,987 $165K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,450 shares; 2025Q3: 14,100 shares; 2025Q4: 12,465 shares 12,465 $165K <0.01% -1,635 Timeline PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,474 shares; 2025Q2: 18,074 shares; 2025Q3: 18,474 shares; 2025Q4: 16,074 shares 16,074 $161K <0.01% -2,400 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,400 shares; 2025Q2: 16,500 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares 11,600 $154K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,422 shares; 2025Q4: 18,867 shares 18,867 $153K <0.01% +445 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,360 shares; 2024Q4: 11,462 shares; 2025Q1: 14,804 shares; 2025Q2: 14,976 shares; 2025Q3: 17,002 shares; 2025Q4: 17,624 shares 17,624 $133K <0.01% +622 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,421 shares 10,421 $130K <0.01% +421 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,000 shares; 2025Q2: 24,042 shares; 2025Q3: 24,081 shares; 2025Q4: 24,119 shares 24,119 $124K <0.01% +38 Timeline NKLR TERRA INNOVATUM GLOBAL NV More: the full row for TERRA INNOVATUM GLOBAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,118 shares 24,118 $111K <0.01% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 12,089 shares; 2025Q4: 10,860 shares 10,860 $110K <0.01% -1,229 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY 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: 16,985 shares; 2025Q2: 19,974 shares; 2025Q3: 19,974 shares; 2025Q4: 16,901 shares 16,901 $106K <0.01% -3,073 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,832 shares; 2024Q4: 40,859 shares; 2025Q1: 50,775 shares; 2025Q2: 51,286 shares; 2025Q3: 51,523 shares; 2025Q4: 16,459 shares 16,459 $98.9K <0.01% -35,064 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS 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: not reported; 2025Q3: not reported; 2025Q4: 22,137 shares 22,137 $96.5K <0.01% new Timeline NIO NIO INC More: the full row for NIO 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: 14,215 shares; 2025Q4: 15,406 shares 15,406 $78.6K <0.01% +1,191 Timeline PRQR PROQR THRAPEUTICS N V More: the full row for PROQR THRAPEUTICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $60.6K <0.01% 0 Timeline BITF BITFARMS LTD More: the full row for BITFARMS 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: 25,200 shares; 2025Q2: 25,200 shares; 2025Q3: 25,200 shares; 2025Q4: 25,200 shares 25,200 $59.2K <0.01% 0 Timeline AVIR ATEA PHARMACEUTICALS INC More: the full row for ATEA PHARMACEUTICALS 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: 14,875 shares 14,875 $53.1K <0.01% new Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO 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: 12,461 shares 12,461 $43.1K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,405 shares 10,405 $20.5K <0.01% new Timeline PBK POWERBANK CORP More: the full row for POWERBANK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $18.1K <0.01% new Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO 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: 40,846 shares; 2025Q4: 40,846 shares 40,846 $14.3K <0.01% 0 Timeline