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Spire Wealth Management

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13F filer, CIK 1858740, MCLEAN, VA

Spire Wealth Management reported $2,938,229,307 across 2,357 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-23. Its ten largest share positions make up 26.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858740-25-000006

Period
2025-09-30
Reported value
$2.94B
Holdings
2,357
Top 10 weight
26.72%
New
138
Sold out
158

Part of the filer group Spire Wealth Management

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+36,058$24.1M
JBNDadded+297,203$16.1M
EVTRadded+217,166$11.2M
AVGOadded+32,466$10.7M
PWRadded+25,201$10.4M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IUSBreduced-1,421,604-$66.4M
GTOreduced-481,988-$22.9M
VGSHreduced-285,030-$16.8M
IAGGreduced-276,618-$14.2M
JPSTreduced-258,013-$13.1M

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

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001858740-25-000006, largest first. % of portfolio is the value over $2,938,229,307, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,094 shares; 2025Q3: 2,174 shares 2,174$96.7K<0.01%+80Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 2,320 shares; 2025Q1: 1,431 shares; 2025Q2: 725 shares; 2025Q3: 725 shares 725$95.1K<0.01%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,425 shares; 2025Q1: 1,324 shares; 2025Q2: 896 shares; 2025Q3: 121 shares 121$94.9K<0.01%-775Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 1,635 shares 1,635$94.7K<0.01%-425Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,073 shares; 2025Q1: 1,010 shares; 2025Q2: 909 shares; 2025Q3: 1,246 shares 1,246$94.7K<0.01%+337Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 787 shares; 2025Q3: 787 shares 787$94.4K<0.01%0Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 205 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 207 shares 207$94.3K<0.01%+2Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,425 shares; 2025Q2: 1,117 shares; 2025Q3: 1,119 shares 1,119$93.8K<0.01%+2Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,497 shares; 2024Q4: 43,797 shares; 2025Q1: 45,649 shares; 2025Q2: 41,971 shares; 2025Q3: 41,971 shares 41,971$93.6K<0.01%0Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,282 shares; 2025Q1: 8,282 shares; 2025Q2: 8,282 shares; 2025Q3: 7,782 shares 7,782$93.5K<0.01%-500Timeline
BBUCBROOKFIELD BUSINESS HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,105 shares; 2025Q1: 3,105 shares; 2025Q2: 2,935 shares; 2025Q3: 2,785 shares 2,785$93.4K<0.01%-150Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 577 shares; 2025Q1: 525 shares; 2025Q2: 285 shares; 2025Q3: 292 shares 292$93.1K<0.01%+7Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 992 shares; 2025Q1: 956 shares; 2025Q2: 875 shares; 2025Q3: 964 shares 964$93.1K<0.01%+89Timeline
IBHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,318 shares; 2025Q2: 3,955 shares; 2025Q3: 3,966 shares 3,966$92.8K<0.01%+11Timeline
PBFPBF ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,660 shares; 2025Q1: 2,870 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares 3,070$92.6K<0.01%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 436 shares; 2025Q1: 466 shares; 2025Q2: 810 shares; 2025Q3: 2,594 shares 2,594$92.5K<0.01%+1,784Timeline
PDMPIEDMONT REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,756 shares; 2024Q4: 10,565 shares; 2025Q1: 10,905 shares; 2025Q2: 10,361 shares; 2025Q3: 10,221 shares 10,221$92K<0.01%-140Timeline
GDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500$91.7K<0.01%0Timeline
XTENBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 948 shares; 2025Q2: 1,895 shares; 2025Q3: 1,963 shares 1,963$91.5K<0.01%+68Timeline
ARDCARES DYNAMIC CR ALLOCATION FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares 6,500$91.5K<0.01%0Timeline
DRSLEONARDO DRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$90.8K<0.01%0Timeline
DANDANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,437 shares; 2025Q1: 4,468 shares; 2025Q2: 4,495 shares; 2025Q3: 4,517 shares 4,517$90.5K<0.01%+22Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,958 shares; 2024Q4: 4,226 shares; 2025Q1: 2,627 shares; 2025Q2: 768 shares; 2025Q3: 860 shares 860$90.3K<0.01%+92Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 708 shares; 2025Q1: 888 shares; 2025Q2: 448 shares; 2025Q3: 383 shares 383$90.3K<0.01%-65Timeline
TNADIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 76,067 shares; 2025Q1: 81,123 shares; 2025Q2: 1,984 shares; 2025Q3: 1,992 shares 1,992$90.1K<0.01%+8Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 6,895 shares; 2025Q1: 6,695 shares; 2025Q2: 6,157 shares; 2025Q3: 5,812 shares 5,812$90K<0.01%-345Timeline
UYGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,160 shares; 2025Q3: 898 shares 898$89.1K<0.01%-262Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 2,524 shares 2,524$89.1K<0.01%+5Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 1,902 shares; 2025Q2: 1,254 shares; 2025Q3: 1,405 shares 1,405$89K<0.01%+151Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,096 shares; 2025Q3: 1,335 shares 1,335$88.8K<0.01%+239Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 528 shares; 2025Q1: 859 shares; 2025Q2: 869 shares; 2025Q3: 806 shares 806$88.6K<0.01%-63Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,727 shares; 2025Q1: 1,126 shares; 2025Q2: 894 shares; 2025Q3: 658 shares 658$88.6K<0.01%-236Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,570 shares; 2025Q1: 5,770 shares; 2025Q2: 4,819 shares; 2025Q3: 3,859 shares 3,859$88.5K<0.01%-960Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,546 shares; 2025Q1: 2,802 shares; 2025Q2: 1,337 shares; 2025Q3: 1,258 shares 1,258$88.1K<0.01%-79Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 1,953 shares; 2025Q1: 1,910 shares; 2025Q2: 1,809 shares; 2025Q3: 1,863 shares 1,863$88K<0.01%+54Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 4,477 shares; 2025Q1: 3,257 shares; 2025Q2: 998 shares; 2025Q3: 1,576 shares 1,576$87.9K<0.01%+578Timeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,525 shares; 2025Q1: 9,719 shares; 2025Q2: 9,282 shares; 2025Q3: 9,285 shares 9,285$87.8K<0.01%+3Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 721 shares; 2025Q1: 684 shares; 2025Q2: 466 shares; 2025Q3: 519 shares 519$87.5K<0.01%+53Timeline
AQNALGONQUIN POWER & UTILITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 17,000 shares; 2025Q1: 17,200 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares 16,250$87.3K<0.01%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 453 shares; 2025Q1: 462 shares; 2025Q2: 289 shares; 2025Q3: 270 shares 270$87.1K<0.01%-19Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 4,658 shares; 2025Q1: 6,552 shares; 2025Q2: 3,525 shares; 2025Q3: 3,492 shares 3,492$86.6K<0.01%-33Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,746 shares; 2025Q2: 1,913 shares; 2025Q3: 1,513 shares 1,513$86.5K<0.01%-400Timeline
UTFCOHEN & STEERS INFRASTRUCTURQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 4,289 shares; 2025Q1: 3,840 shares; 2025Q2: 3,477 shares; 2025Q3: 3,486 shares 3,486$86.5K<0.01%+9Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 12,894 shares; 2025Q1: 1,275 shares; 2025Q2: 1,179 shares; 2025Q3: 1,193 shares 1,193$86.2K<0.01%+14Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 705 shares; 2025Q3: 750 shares 750$86K<0.01%+45Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,063 shares; 2025Q1: 1,103 shares; 2025Q2: 601 shares; 2025Q3: 610 shares 610$86K<0.01%+9Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,384 shares; 2025Q2: 3,384 shares; 2025Q3: 3,384 shares 3,384$85.2K<0.01%0
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,598 shares; 2025Q1: 3,968 shares; 2025Q2: 3,758 shares; 2025Q3: 3,758 shares 3,758$85K<0.01%0Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,363 shares; 2025Q1: 2,831 shares; 2025Q2: 2,691 shares; 2025Q3: 2,740 shares 2,740$84.6K<0.01%+49Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,264 shares; 2025Q1: 2,224 shares; 2025Q2: 2,098 shares; 2025Q3: 1,950 shares 1,950$84.2K<0.01%-148Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 2,059 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares 1,814$84K<0.01%0Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 1,772 shares; 2025Q1: 1,634 shares; 2025Q2: 2,664 shares; 2025Q3: 1,857 shares 1,857$84K<0.01%-807Timeline
SEBSEABOARD CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 21 shares; 2025Q1: 24 shares; 2025Q2: 23 shares; 2025Q3: 23 shares 23$83.9K<0.01%0Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,501 shares; 2025Q1: 1,444 shares; 2025Q2: 1,481 shares; 2025Q3: 1,428 shares 1,428$83.9K<0.01%-53Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 1,901 shares; 2025Q1: 1,756 shares; 2025Q2: 1,306 shares; 2025Q3: 1,404 shares 1,404$83.9K<0.01%+98Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 5,185 shares; 2025Q1: 7,625 shares; 2025Q2: 7,215 shares; 2025Q3: 7,565 shares 7,565$83.8K<0.01%+350Timeline
XEVVXEATON VANCE LIMITED DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,778 shares; 2025Q1: 7,838 shares; 2025Q2: 7,838 shares; 2025Q3: 8,223 shares 8,223$83.5K<0.01%+385Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 6,520 shares; 2025Q1: 5,678 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares 1,040$83.4K<0.01%0Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,306 shares; 2025Q1: 2,314 shares; 2025Q2: 302 shares; 2025Q3: 547 shares 547$83.4K<0.01%+245Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,487 shares; 2025Q1: 1,601 shares; 2025Q2: 1,388 shares; 2025Q3: 1,535 shares 1,535$83.4K<0.01%+147Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 4,366 shares; 2025Q1: 4,146 shares; 2025Q2: 4,042 shares; 2025Q3: 2,606 shares 2,606$83.2K<0.01%-1,436Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 989 shares; 2025Q1: 1,144 shares; 2025Q2: 1,624 shares; 2025Q3: 606 shares 606$83.1K<0.01%-1,018Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 5,988 shares; 2025Q1: 5,624 shares; 2025Q2: 7,741 shares; 2025Q3: 7,766 shares 7,766$82.9K<0.01%+25Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 1,705 shares; 2025Q1: 220 shares; 2025Q2: 131 shares; 2025Q3: 413 shares 413$82.8K<0.01%+282Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 253 shares; 2025Q1: 388 shares; 2025Q2: 60,861 shares; 2025Q3: 1,520 shares 1,520$82.7K<0.01%-59,341Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares 325$82.7K<0.01%0Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 958 shares; 2025Q1: 912 shares; 2025Q2: 886 shares; 2025Q3: 566 shares 566$82.6K<0.01%-320Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 603 shares; 2025Q1: 2,429 shares; 2025Q2: 379 shares; 2025Q3: 379 shares 379$82.3K<0.01%0Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 243 shares; 2025Q1: 229 shares; 2025Q2: 138 shares; 2025Q3: 67 shares 67$82.2K<0.01%-71Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 653 shares; 2025Q1: 839 shares; 2025Q2: 653 shares; 2025Q3: 653 shares 653$82.2K<0.01%0Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 511 shares; 2025Q1: 502 shares; 2025Q2: 515 shares; 2025Q3: 516 shares 516$82.2K<0.01%+1Timeline
EIPIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,832 shares; 2025Q1: 4,146 shares; 2025Q2: 4,146 shares; 2025Q3: 4,146 shares 4,146$82.2K<0.01%0Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,599 shares; 2025Q1: 4,005 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares 1,900$81.9K<0.01%0Timeline
PIZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,729 shares; 2025Q3: 1,717 shares 1,717$81.9K<0.01%-12Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,433 shares; 2025Q1: 6,433 shares; 2025Q2: 5,533 shares; 2025Q3: 5,733 shares 5,733$81K<0.01%+200Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: 1,516 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares 1,216$80.3K<0.01%0Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 949 shares; 2025Q1: 950 shares; 2025Q2: 981 shares; 2025Q3: 959 shares 959$79.8K<0.01%-22Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,057 shares; 2025Q3: 10,000 shares 10,000$79.7K<0.01%-57Timeline
TMBTHORNBURG ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares 3,071$78.7K<0.01%newTimeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 134 shares; 2025Q1: 137 shares; 2025Q2: 136 shares; 2025Q3: 181 shares 181$78.7K<0.01%+45Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 11,625 shares; 2025Q1: 4,938 shares; 2025Q2: 8,000 shares; 2025Q3: 4,627 shares 4,627$78.7K<0.01%-3,373Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,344 shares; 2024Q4: 11,654 shares; 2025Q1: 11,654 shares; 2025Q2: 11,324 shares; 2025Q3: 8,977 shares 8,977$78.6K<0.01%-2,347Timeline
TCPCBLACKROCK TCP CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 12,732 shares; 2025Q1: 12,867 shares; 2025Q2: not reported; 2025Q3: 12,656 shares 12,656$78.5K<0.01%newTimeline
OCSLOAKTREE SPECIALTY LENDINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,455 shares; 2025Q1: 4,560 shares; 2025Q2: 4,310 shares; 2025Q3: 6,010 shares 6,010$78.4K<0.01%+1,700Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,825 shares; 2025Q1: 1,802 shares; 2025Q2: 936 shares; 2025Q3: 936 shares 936$78.4K<0.01%0Timeline
GMFSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 558 shares 558$77.6K<0.01%0Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,396 shares; 2025Q1: 2,550 shares; 2025Q2: 1,511 shares; 2025Q3: 1,057 shares 1,057$77.5K<0.01%-454Timeline
PBPROSPERITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,139 shares; 2025Q3: 1,164 shares 1,164$77.2K<0.01%+25Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,128 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares 1,128$77.1K<0.01%0Timeline
JUNTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares 2,166$77K<0.01%0Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,334 shares; 2025Q1: 5,958 shares; 2025Q2: 6,062 shares; 2025Q3: 6,078 shares 6,078$76.9K<0.01%+16Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 2,435 shares; 2025Q1: 544 shares; 2025Q2: 543 shares; 2025Q3: 543 shares 543$76.8K<0.01%0Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500$76.8K<0.01%0Timeline
JUNPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares 2,562$76.6K<0.01%0Timeline
PHKPIMCO HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,637 shares; 2024Q4: 23,268 shares; 2025Q1: 23,268 shares; 2025Q2: 14,918 shares; 2025Q3: 15,335 shares 15,335$76.5K<0.01%+417Timeline
CRVLCORVEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 5,103 shares; 2025Q1: 5,516 shares; 2025Q2: 4,222 shares; 2025Q3: 987 shares 987$76.4K<0.01%-3,235Timeline
LADRLADDER CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000$76.4K<0.01%0Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 543 shares; 2025Q2: 100 shares; 2025Q3: 400 shares 400$76.2K<0.01%+300Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,457 shares; 2025Q1: 4,283 shares; 2025Q2: 4,863 shares; 2025Q3: 4,680 shares 4,680$76K<0.01%-183Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 464 shares; 2025Q1: 443 shares; 2025Q2: 429 shares; 2025Q3: 855 shares 855$75.9K<0.01%+426Timeline
JBGSJBG SMITH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 3,946 shares; 2025Q1: 3,874 shares; 2025Q2: 3,586 shares; 2025Q3: 3,400 shares 3,400$75.7K<0.01%-186Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,073 shares; 2025Q1: 1,224 shares; 2025Q2: 800 shares; 2025Q3: 802 shares 802$75.6K<0.01%+2Timeline
PMMFRANKLIN MANAGED MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 12,464 shares; 2025Q1: 12,464 shares; 2025Q2: 12,464 shares; 2025Q3: 12,464 shares 12,464$75.3K<0.01%0Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,002 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 1,029 shares 1,029$74.8K<0.01%+40Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 4,994 shares; 2025Q1: 5,244 shares; 2025Q2: 4,544 shares; 2025Q3: 3,690 shares 3,690$74.5K<0.01%-854Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 22 shares; 2025Q1: 81 shares; 2025Q2: 1,212 shares; 2025Q3: 1,124 shares 1,124$74.1K<0.01%-88Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 247 shares 247$74.1K<0.01%-24Timeline
UMHUMH PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,520 shares; 2025Q3: 4,980 shares 4,980$74K<0.01%+1,460Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,310 shares; 2024Q4: 7,311 shares; 2025Q1: 7,501 shares; 2025Q2: 4,479 shares; 2025Q3: 5,080 shares 5,080$73.3K<0.01%+601Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$73.3K<0.01%0Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 962 shares; 2025Q1: 690 shares; 2025Q2: 1,090 shares; 2025Q3: 1,190 shares 1,190$73.2K<0.01%+100Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 143,468 shares; 2025Q1: 3,292 shares; 2025Q2: 5,290 shares; 2025Q3: 2,633 shares 2,633$71.7K<0.01%-2,657Timeline
GHMGRAHAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,301 shares 1,301$71.4K<0.01%newTimeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 472 shares; 2025Q3: 761 shares 761$71.4K<0.01%+289Timeline
IRMDIRADIMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$71.2K<0.01%0Timeline
AAPUDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares 2,200$71.1K<0.01%newTimeline
TDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,039 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares 3,039$70.9K<0.01%0Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$70.9K<0.01%0Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 1,489 shares; 2025Q2: 1,591 shares; 2025Q3: 2,246 shares 2,246$70.8K<0.01%+655Timeline
CNNECANNAE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,260 shares; 2025Q1: 4,100 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares 3,860$70.7K<0.01%0Timeline
AIOTPOWERFLEET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 8,300 shares; 2025Q1: 9,130 shares; 2025Q2: 12,750 shares; 2025Q3: 13,460 shares 13,460$70.5K<0.01%+710Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,117 shares; 2025Q1: 682 shares; 2025Q2: 639 shares; 2025Q3: 679 shares 679$70.2K<0.01%+40Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 321 shares; 2025Q2: 569 shares; 2025Q3: 575 shares 575$69.8K<0.01%+6Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,039 shares; 2025Q1: 1,034 shares; 2025Q2: 1,037 shares; 2025Q3: 1,034 shares 1,034$69.7K<0.01%-3Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,561 shares; 2024Q4: 11,009 shares; 2025Q1: 3,508 shares; 2025Q2: 2,528 shares; 2025Q3: 2,827 shares 2,827$69.5K<0.01%+299Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,788 shares; 2025Q1: 3,278 shares; 2025Q2: 3,256 shares; 2025Q3: 1,978 shares 1,978$69.3K<0.01%-1,278Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,248 shares; 2025Q1: 6,208 shares; 2025Q2: 5,918 shares; 2025Q3: 5,918 shares 5,918$69.2K<0.01%0Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 775 shares; 2025Q1: 779 shares; 2025Q2: 345 shares; 2025Q3: 347 shares 347$69.2K<0.01%+2Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 200 shares; 2025Q3: 1,084 shares 1,084$68.9K<0.01%+884Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 411 shares; 2025Q1: 3,198 shares; 2025Q2: 354 shares; 2025Q3: 239 shares 239$68.9K<0.01%-115Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares 543$68.8K<0.01%0Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,337 shares; 2025Q1: 1,287 shares; 2025Q2: 1,123 shares; 2025Q3: 1,293 shares 1,293$68.2K<0.01%+170Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,405 shares; 2025Q3: 1,680 shares 1,680$68.1K<0.01%+275Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,771 shares; 2025Q1: 3,449 shares; 2025Q2: 3,449 shares; 2025Q3: 2,184 shares 2,184$68K<0.01%-1,265Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 417 shares; 2025Q1: 7,345 shares; 2025Q2: 607 shares; 2025Q3: 612 shares 612$67.9K<0.01%+5Timeline
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,377 shares; 2025Q1: 8,580 shares; 2025Q2: 890 shares; 2025Q3: 826 shares 826$67.7K<0.01%-64Timeline
PLTUDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 665 shares 665$67.7K<0.01%+305Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602 shares 602$67.6K<0.01%newTimeline
AIVCAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,140 shares; 2025Q1: 2,143 shares; 2025Q2: 853 shares; 2025Q3: 1,053 shares 1,053$66.8K<0.01%+200Timeline
SUNSSUNRISE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,763 shares; 2025Q1: 9,763 shares; 2025Q2: 8,431 shares; 2025Q3: 6,431 shares 6,431$66.8K<0.01%-2,000Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 72 shares; 2025Q2: 335 shares; 2025Q3: 659 shares 659$66.8K<0.01%+324Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 16,500 shares; 2025Q1: 13,850 shares; 2025Q2: 14,536 shares; 2025Q3: 6,946 shares 6,946$66.5K<0.01%-7,590Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,086 shares; 2025Q1: 980 shares; 2025Q2: 894 shares; 2025Q3: 999 shares 999$66.3K<0.01%+105Timeline
FPHFIVE POINT HOLDINGS LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,360 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares 10,800$66.2K<0.01%0Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 726 shares; 2025Q3: 728 shares 728$66.1K<0.01%+2Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 13,335 shares; 2025Q1: 12,207 shares; 2025Q2: 7,085 shares; 2025Q3: 1,754 shares 1,754$65.3K<0.01%-5,331Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,926 shares; 2024Q4: 1,185 shares; 2025Q1: 1,199 shares; 2025Q2: 376 shares; 2025Q3: 385 shares 385$65.2K<0.01%+9Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 55 shares; 2025Q1: 2,234 shares; 2025Q2: 449 shares; 2025Q3: 1,959 shares 1,959$65.2K<0.01%+1,510Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 453 shares; 2025Q1: 509 shares; 2025Q2: 958 shares; 2025Q3: 629 shares 629$65K<0.01%-329Timeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,993 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 2,993 shares 2,993$65K<0.01%0Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 436 shares 436$64.9K<0.01%-5Timeline
NLRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 57 shares; 2025Q1: 157 shares; 2025Q2: 57 shares; 2025Q3: 478 shares 478$64.8K<0.01%+421Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 3,567 shares; 2025Q1: 3,216 shares; 2025Q2: 2,667 shares; 2025Q3: 1,523 shares 1,523$64.5K<0.01%-1,144Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 6,574 shares; 2025Q1: 5,565 shares; 2025Q2: 5,455 shares; 2025Q3: 6,510 shares 6,510$64.4K<0.01%+1,055Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,530 shares; 2025Q2: 1,449 shares; 2025Q3: 1,527 shares 1,527$64.1K<0.01%+78Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 1,299 shares; 2025Q1: 1,231 shares; 2025Q2: 1,419 shares; 2025Q3: 698 shares 698$63.9K<0.01%-721Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 916 shares 916$63.8K<0.01%0Timeline
PVLAPALVELLA THERAPEUTICS INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 1,016 shares 1,016$63.7K<0.01%-1,500Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317 shares 317$63.6K<0.01%newTimeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: 306 shares; 2025Q2: 308 shares; 2025Q3: 315 shares 315$63.5K<0.01%+7Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 253 shares; 2025Q1: 21,333 shares; 2025Q2: 12,961 shares; 2025Q3: 227 shares 227$63.4K<0.01%-12,734Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 824 shares; 2025Q1: 6,259 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares 2,215$63.4K<0.01%0Timeline
LDPCOHEN & STEERS LTD DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 2,919 shares; 2025Q1: 2,919 shares; 2025Q2: 2,919 shares; 2025Q3: 2,919 shares 2,919$63.3K<0.01%0Timeline
CHATTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$61.5K<0.01%0Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$61.5K<0.01%0Timeline
PAGPENSKE AUTOMOTIVE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 389 shares; 2025Q1: 388 shares; 2025Q2: 358 shares; 2025Q3: 353 shares 353$61.4K<0.01%-5Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 457 shares; 2025Q2: 467 shares; 2025Q3: 3,808 shares 3,808$61.2K<0.01%+3,341Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 4,977 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares 352$60.8K<0.01%0Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 1,619 shares; 2025Q1: 1,710 shares; 2025Q2: 1,434 shares; 2025Q3: 1,393 shares 1,393$60.8K<0.01%-41Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 660 shares; 2025Q3: 808 shares 808$60.4K<0.01%+148Timeline
ALEALLETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 904 shares; 2025Q3: 904 shares 904$60K<0.01%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 370 shares; 2025Q1: 363 shares; 2025Q2: 300 shares; 2025Q3: 424 shares 424$60K<0.01%+124Timeline
EUFNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares 1,745$59.9K<0.01%0Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 1,663 shares; 2025Q1: 1,880 shares; 2025Q2: 1,156 shares; 2025Q3: 1,173 shares 1,173$59.9K<0.01%+17Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 5,686 shares; 2025Q3: 1,185 shares 1,185$59.8K<0.01%-4,501Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 453 shares; 2025Q1: 478 shares; 2025Q2: 416 shares; 2025Q3: 419 shares 419$59.7K<0.01%+3Timeline
ASGIABRDN GLOBAL INFRA INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares 2,790$59K<0.01%0Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,331 shares; 2024Q4: 17,601 shares; 2025Q1: 13,960 shares; 2025Q2: 1,186 shares; 2025Q3: 1,169 shares 1,169$58.9K<0.01%-17Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 828 shares; 2025Q1: 1,320 shares; 2025Q2: 820 shares; 2025Q3: 830 shares 830$58.9K<0.01%+10Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 225 shares; 2025Q1: 240 shares; 2025Q2: 168 shares; 2025Q3: 168 shares 168$58.8K<0.01%0Timeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400$58.3K<0.01%0Timeline
PKOHPARK-OHIO HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,714 shares; 2025Q1: 2,839 shares; 2025Q2: 2,697 shares; 2025Q3: 2,722 shares 2,722$57.8K<0.01%+25Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,011 shares; 2025Q1: 1,012 shares; 2025Q2: 1,144 shares; 2025Q3: 1,154 shares 1,154$57.5K<0.01%+10Timeline
RPAYREPAY HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 4,990 shares; 2025Q1: 7,610 shares; 2025Q2: 10,970 shares; 2025Q3: 10,970 shares 10,970$57.4K<0.01%0Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 339 shares; 2025Q1: not reported; 2025Q2: 3,508 shares; 2025Q3: 4,597 shares 4,597$57.4K<0.01%+1,089Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 475 shares; 2025Q1: 2,080 shares; 2025Q2: 475 shares; 2025Q3: 475 shares 475$57.2K<0.01%0Timeline
VICRVICOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares 1,147$57K<0.01%0Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 631 shares; 2025Q1: 661 shares; 2025Q2: 668 shares; 2025Q3: 611 shares 611$57K<0.01%-57Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 3,109 shares; 2025Q1: 3,012 shares; 2025Q2: 3,083 shares; 2025Q3: 3,344 shares 3,344$56.9K<0.01%+261Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 1,139 shares 1,139$56.8K<0.01%+519Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177 shares; 2025Q3: 752 shares 752$56.5K<0.01%+575Timeline
EQALINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,216 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares 1,086$56.5K<0.01%0Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,420 shares; 2025Q2: 1,370 shares; 2025Q3: 1,323 shares 1,323$56.3K<0.01%-47Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 558 shares; 2025Q1: 373 shares; 2025Q2: 366 shares; 2025Q3: 277 shares 277$56.2K<0.01%-89Timeline
CLNECLEAN ENERGY FUELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 21,714 shares 21,714$56K<0.01%+20,870Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,985 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 1,875 shares 1,875$55.9K<0.01%+1,800Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,729 shares; 2025Q1: 1,752 shares; 2025Q2: 1,792 shares; 2025Q3: 1,969 shares 1,969$55.7K<0.01%+177Timeline
HGHAMILTON INSURANCE GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,985 shares; 2025Q1: 2,385 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares 2,245$55.7K<0.01%0Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 1,654 shares; 2025Q2: 354 shares; 2025Q3: 345 shares 345$55.4K<0.01%-9Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 556 shares; 2025Q2: 565 shares; 2025Q3: 681 shares 681$55.3K<0.01%+116Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,966 shares; 2025Q1: 1,948 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares 1,862$55.2K<0.01%0Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 346 shares; 2025Q1: 544 shares; 2025Q2: 402 shares; 2025Q3: 399 shares 399$55.1K<0.01%-3Timeline
CVIEMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares 805$54.9K<0.01%0Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 870 shares; 2025Q1: 717 shares; 2025Q2: 599 shares; 2025Q3: 568 shares 568$54.8K<0.01%-31Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 908 shares; 2025Q1: 717 shares; 2025Q2: 497 shares; 2025Q3: 557 shares 557$54.8K<0.01%+60Timeline
PKBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 815 shares; 2025Q1: 914 shares; 2025Q2: 855 shares; 2025Q3: 571 shares 571$54.6K<0.01%-284Timeline
QQQEDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 536 shares; 2025Q3: 536 shares 536$54.5K<0.01%0Timeline
FDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100$54.2K<0.01%0Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 481 shares; 2025Q3: 475 shares 475$53.8K<0.01%-6Timeline
FTXLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 480 shares; 2025Q3: 480 shares 480$53.7K<0.01%0Timeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,837 shares; 2025Q1: 4,837 shares; 2025Q2: 4,537 shares; 2025Q3: 4,537 shares 4,537$53.7K<0.01%0Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,225 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares 1,165$53.6K<0.01%0Timeline
ARRARMOUR RESIDENTIAL REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 824 shares; 2025Q2: 3,388 shares; 2025Q3: 3,586 shares 3,586$53.6K<0.01%+198Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 36,260 shares; 2025Q1: 17,196 shares; 2025Q2: 1,830 shares; 2025Q3: 1,829 shares 1,829$53.3K<0.01%-1Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 509 shares 509$53.1K<0.01%newTimeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,741 shares; 2025Q1: 3,781 shares; 2025Q2: 1,677 shares; 2025Q3: 520 shares 520$52.7K<0.01%-1,157Timeline
AMBPARDAGH METAL PACKAGING S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,800 shares; 2025Q1: 13,950 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares 13,200$52.7K<0.01%0Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,841 shares; 2025Q1: 1,641 shares; 2025Q2: 2,632 shares; 2025Q3: 1,403 shares 1,403$52.5K<0.01%-1,229Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,903 shares; 2024Q4: 2,753 shares; 2025Q1: 2,553 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares 2,383$52.3K<0.01%0Timeline
QDELQUIDELORTHO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,661 shares; 2025Q1: 1,739 shares; 2025Q2: 1,725 shares; 2025Q3: 1,761 shares 1,761$51.9K<0.01%+36Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300$51.8K<0.01%0Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 7,210 shares; 2025Q1: 7,210 shares; 2025Q2: 6,830 shares; 2025Q3: 7,670 shares 7,670$51.8K<0.01%+840Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 158 shares; 2025Q1: 180 shares; 2025Q2: 83 shares; 2025Q3: 92 shares 92$51.7K<0.01%+9Timeline
UREPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800$51.6K<0.01%0Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,330 shares; 2024Q4: 1,052 shares; 2025Q1: 879 shares; 2025Q2: 684 shares; 2025Q3: 682 shares 682$51.6K<0.01%-2Timeline
APRTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares 1,257$51.2K<0.01%0Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,297 shares; 2025Q1: 2,488 shares; 2025Q2: 1,356 shares; 2025Q3: 1,304 shares 1,304$51.2K<0.01%-52Timeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,599 shares; 2025Q1: 4,320 shares; 2025Q2: 4,001 shares; 2025Q3: 4,454 shares 4,454$51K<0.01%+453Timeline
INODINNODATA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,205 shares; 2025Q1: 9,253 shares; 2025Q2: 740 shares; 2025Q3: 662 shares 662$51K<0.01%-78Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 351 shares; 2025Q1: 416 shares; 2025Q2: 395 shares; 2025Q3: 395 shares 395$51K<0.01%0Timeline
APRPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares 1,747$50.7K<0.01%0Timeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares 99$50.5K<0.01%0Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 257 shares; 2025Q3: 332 shares 332$50.5K<0.01%+75Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 507 shares; 2025Q3: 508 shares 508$50.1K<0.01%+1Timeline
PSLVSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,597 shares; 2024Q4: 200,123 shares; 2025Q1: 213,039 shares; 2025Q2: 191,430 shares; 2025Q3: 3,187 shares 3,187$50K<0.01%-188,243Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 1,010 shares; 2025Q3: 744 shares 744$49.9K<0.01%-266Timeline
JHPIJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares 2,150$49.8K<0.01%newTimeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,864 shares; 2025Q1: 1,624 shares; 2025Q2: 516 shares; 2025Q3: 824 shares 824$49.8K<0.01%+308Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,674 shares; 2024Q4: 350 shares; 2025Q1: 815 shares; 2025Q2: 223 shares; 2025Q3: 1,021 shares 1,021$49.7K<0.01%+798Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 13,141 shares; 2025Q1: 12,941 shares; 2025Q2: 353 shares; 2025Q3: 356 shares 356$49.6K<0.01%+3Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 3,290 shares; 2025Q1: 3,509 shares; 2025Q2: 396 shares; 2025Q3: 396 shares 396$49.5K<0.01%0Timeline
PSFEPAYSAFE LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,515 shares; 2025Q1: 2,845 shares; 2025Q2: 3,795 shares; 2025Q3: 3,810 shares 3,810$49.2K<0.01%+15Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: 142 shares 142$49K<0.01%newTimeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,352 shares; 2025Q3: 1,405 shares 1,405$49K<0.01%+53Timeline
FMFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,068 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares 1,004$48.9K<0.01%0Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 1,202 shares; 2025Q1: 1,029 shares; 2025Q2: 142 shares; 2025Q3: 141 shares 141$48.9K<0.01%-1Timeline
OSURORASURE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,010 shares; 2025Q2: 15,110 shares; 2025Q3: 15,110 shares 15,110$48.5K<0.01%0Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 142 shares; 2025Q1: 1,281 shares; 2025Q2: 1,251 shares; 2025Q3: 1,250 shares 1,250$48.5K<0.01%-1Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 615 shares; 2025Q2: 643 shares; 2025Q3: 663 shares 663$48.5K<0.01%+20Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 430 shares; 2025Q1: 475 shares; 2025Q2: 425 shares; 2025Q3: 423 shares 423$48.5K<0.01%-2Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 2,072 shares 2,072$48.4K<0.01%+647
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 613 shares; 2025Q3: 613 shares 613$48K<0.01%0Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares 2,268$47.6K<0.01%0Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 709 shares; 2025Q1: 1,026 shares; 2025Q2: 659 shares; 2025Q3: 524 shares 524$47.2K<0.01%-135Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,334 shares; 2025Q1: 2,338 shares; 2025Q2: 2,369 shares; 2025Q3: 1,739 shares 1,739$47.1K<0.01%-630Timeline
ESPRESPERION THERAPEUTICS INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,767 shares; 2024Q4: 17,767 shares; 2025Q1: 17,767 shares; 2025Q2: 17,847 shares; 2025Q3: 17,767 shares 17,767$47.1K<0.01%-80Timeline
MHDBLACKROCK MUNIHOLDINGS FD INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000$47K<0.01%0Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780 shares; 2025Q3: 1,445 shares 1,445$46.9K<0.01%+665Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,315 shares; 2024Q4: 9,315 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares 1,215$46.9K<0.01%0Timeline
LUCKLUCKY STRIKE ENTERTAINMENT CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,610 shares; 2025Q1: 4,820 shares; 2025Q2: 4,570 shares; 2025Q3: 4,570 shares 4,570$46.8K<0.01%0Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 1,080 shares; 2025Q3: 1,078 shares 1,078$46.7K<0.01%-2Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 622 shares; 2025Q1: 196 shares; 2025Q2: 135 shares; 2025Q3: 145 shares 145$46.7K<0.01%+10Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 878 shares; 2025Q3: 500 shares 500$46.6K<0.01%-378Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 949 shares; 2025Q3: 949 shares 949$46.5K<0.01%0Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,336 shares; 2025Q1: 1,744 shares; 2025Q2: 1,080 shares; 2025Q3: 1,081 shares 1,081$46.4K<0.01%+1Timeline
RUSHBRUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 807 shares; 2025Q3: 807 shares 807$46.3K<0.01%0Timeline
IEPICAHN ENTERPRISES LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 3,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,497 shares; 2025Q3: 5,500 shares 5,500$46.3K<0.01%+3Timeline
SIISPROTT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares 555$46.2K<0.01%0Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 1,385 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 406 shares 406$45.9K<0.01%+1Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 926 shares; 2025Q1: 707 shares; 2025Q2: 567 shares; 2025Q3: 569 shares 569$45.9K<0.01%+2Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 250 shares; 2025Q3: 100 shares 100$45.9K<0.01%-150Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,780 shares; 2025Q3: 441 shares 441$45.7K<0.01%-1,339Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,950 shares 1,950$45.6K<0.01%+200Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 5,048 shares; 2025Q1: 5,115 shares; 2025Q2: 4,732 shares; 2025Q3: 970 shares 970$45.5K<0.01%-3,762Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 968 shares; 2025Q3: 1,035 shares 1,035$44.9K<0.01%+67Timeline
ACPABRDN INCOME CREDIT STRATEGIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 6,876 shares; 2025Q1: 7,205 shares; 2025Q2: 7,473 shares; 2025Q3: 7,746 shares 7,746$44.9K<0.01%+273Timeline
BSRRSIERRA BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares 1,545$44.7K<0.01%0Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 1,134 shares; 2025Q3: 1,031 shares 1,031$44.3K<0.01%-103Timeline
XRNPXCOHEN & STEERS REIT & PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,892 shares; 2025Q1: 6,002 shares; 2025Q2: 6,115 shares; 2025Q3: 1,967 shares 1,967$44.2K<0.01%-4,148Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 165 shares; 2025Q1: 272 shares; 2025Q2: 167 shares; 2025Q3: 171 shares 171$44.2K<0.01%+4Timeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,627 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares 1,768$44.1K<0.01%0Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550$43.9K<0.01%0Timeline
SPHSUBURBAN PROPANE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,306 shares; 2025Q3: 2,348 shares 2,348$43.8K<0.01%+42Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 284 shares; 2025Q1: 49 shares; 2025Q2: 1,952 shares; 2025Q3: 1,234 shares 1,234$43.7K<0.01%-718Timeline
BRSPBRIGHTSPIRE CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 8,280 shares; 2025Q1: 8,320 shares; 2025Q2: 7,950 shares; 2025Q3: 7,950 shares 7,950$43.2K<0.01%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 2,070 shares; 2025Q1: 214 shares; 2025Q2: 212 shares; 2025Q3: 214 shares 214$43.2K<0.01%+2Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 1,616 shares; 2025Q1: 1,754 shares; 2025Q2: 1,714 shares; 2025Q3: 1,726 shares 1,726$43.1K<0.01%+12Timeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 931 shares; 2025Q3: 931 shares 931$42.9K<0.01%0Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,150 shares; 2025Q1: 1,148 shares; 2025Q2: 574 shares; 2025Q3: 576 shares 576$42.8K<0.01%+2Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 849 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,084 shares 1,084$42.6K<0.01%-125Timeline
NVBTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares 1,163$42K<0.01%0Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650$42K<0.01%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 649 shares; 2025Q1: 909 shares; 2025Q2: 1,040 shares; 2025Q3: 345 shares 345$41.9K<0.01%-695Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 214 shares; 2025Q2: 212 shares; 2025Q3: 211 shares 211$41.7K<0.01%-1Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 298 shares; 2025Q1: 333 shares; 2025Q2: 282 shares; 2025Q3: 179 shares 179$41.7K<0.01%-103Timeline
GOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares 1,085$41.6K<0.01%0Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares 114$41.6K<0.01%0Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156 shares 156$41.5K<0.01%newTimeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 156 shares; 2025Q1: 132 shares; 2025Q2: 235 shares; 2025Q3: 234 shares 234$41.5K<0.01%-1Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 381 shares 381$41.3K<0.01%+349Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 152 shares; 2025Q1: 157 shares; 2025Q2: 158 shares; 2025Q3: 150 shares 150$41.3K<0.01%-8Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 1,035 shares; 2025Q2: 518 shares; 2025Q3: 294 shares 294$41.1K<0.01%-224Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 160 shares; 2025Q1: 219 shares; 2025Q2: 196 shares; 2025Q3: 240 shares 240$40.6K<0.01%+44Timeline
INSEINSPIRED ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,195 shares; 2025Q3: 4,305 shares 4,305$40.4K<0.01%+110Timeline
PEBOPEOPLES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares 1,340$40.2K<0.01%0Timeline
XDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,000 shares 1,000$40.1K<0.01%-200Timeline
BAPRABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares 575$40K<0.01%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 174 shares 174$40K<0.01%+100Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares 1,060$39.9K<0.01%0Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: not reported; 2025Q3: 100 shares 100$39.8K<0.01%newTimeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 351 shares; 2025Q1: 632 shares; 2025Q2: 928 shares; 2025Q3: 918 shares 918$39.6K<0.01%-10Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 816 shares; 2025Q1: 1,012 shares; 2025Q2: 512 shares; 2025Q3: 512 shares 512$39.6K<0.01%0Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 2,038 shares; 2025Q1: 2,156 shares; 2025Q2: 1,267 shares; 2025Q3: 1,063 shares 1,063$39.5K<0.01%-204Timeline
TMQTRILOGY METALS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,142 shares; 2025Q2: 12,105 shares; 2025Q3: 18,774 shares 18,774$39.4K<0.01%+6,669Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,193 shares; 2025Q1: 864 shares; 2025Q2: 686 shares; 2025Q3: 383 shares 383$39.3K<0.01%-303Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 108 shares; 2025Q1: 84 shares; 2025Q2: 88 shares; 2025Q3: 131 shares 131$39.3K<0.01%+43Timeline
FSCOFS CREDIT OPPORTUNITIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares 5,670$39.2K<0.01%0Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,540 shares; 2025Q3: 2,300 shares 2,300$39.1K<0.01%-240Timeline
STNGSCORPIO TANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 758 shares; 2025Q3: 696 shares 696$39K<0.01%-62Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,843 shares; 2025Q1: 3,143 shares; 2025Q2: 2,290 shares; 2025Q3: 2,130 shares 2,130$38.9K<0.01%-160Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 11,400 shares; 2025Q3: 3,150 shares 3,150$38.8K<0.01%-8,250Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,444 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares 1,108$38.7K<0.01%0Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 1,109 shares; 2025Q2: 725 shares; 2025Q3: 725 shares 725$38.1K<0.01%0Timeline
PSILADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,484 shares; 2025Q1: 2,489 shares; 2025Q2: 2,491 shares; 2025Q3: 2,000 shares 2,000$38K<0.01%-491Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,399 shares; 2025Q1: 2,709 shares; 2025Q2: 2,379 shares; 2025Q3: 2,379 shares 2,379$37.7K<0.01%0Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 707 shares; 2025Q2: 303 shares; 2025Q3: 305 shares 305$37.4K<0.01%+2Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 1,145 shares; 2025Q1: 954 shares; 2025Q2: 306 shares; 2025Q3: 306 shares 306$37.4K<0.01%0Timeline
NMLNEUBERGER ENGY INFRSTR & INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,510 shares; 2025Q1: 4,510 shares; 2025Q2: 4,260 shares; 2025Q3: 4,260 shares 4,260$37.1K<0.01%0Timeline
ECCEAGLE POINT CR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,400 shares; 2025Q2: not reported; 2025Q3: 5,600 shares 5,600$37K<0.01%newTimeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 349 shares; 2025Q1: 12,291 shares; 2025Q2: 544 shares; 2025Q3: 1,521 shares 1,521$36.9K<0.01%+977Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 721 shares; 2025Q1: 681 shares; 2025Q2: 736 shares; 2025Q3: 689 shares 689$36.6K<0.01%-47Timeline
GNTGAMCO NAT RES GOLD & INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,911 shares; 2025Q1: 5,013 shares; 2025Q2: 5,111 shares; 2025Q3: 5,203 shares 5,203$36.6K<0.01%+92Timeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 954 shares; 2025Q1: 1,611 shares; 2025Q2: 796 shares; 2025Q3: 847 shares 847$36.5K<0.01%+51Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 3,396 shares; 2025Q3: 2,850 shares 2,850$36.4K<0.01%-546Timeline
NDMONUVEEN DYNAMIC MUN OPPORTUNIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500$36.4K<0.01%0Timeline
CIONCION INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,258 shares; 2024Q4: 16,258 shares; 2025Q1: 16,258 shares; 2025Q2: 3,931 shares; 2025Q3: 3,821 shares 3,821$36.2K<0.01%-110Timeline
GEFGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 635 shares; 2025Q2: 605 shares; 2025Q3: 605 shares 605$36.2K<0.01%0Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200$36.1K<0.01%0Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 719 shares; 2025Q1: 674 shares; 2025Q2: 450 shares; 2025Q3: 444 shares 444$36K<0.01%-6Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,038 shares; 2025Q2: 1,546 shares; 2025Q3: 978 shares 978$36K<0.01%-568Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 2,390 shares; 2025Q1: 310 shares; 2025Q2: 4,051 shares; 2025Q3: 386 shares 386$35.4K<0.01%-3,665Timeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 488 shares; 2025Q2: 432 shares; 2025Q3: 615 shares 615$35.2K<0.01%+183Timeline
CHWCALAMOS GBL DYN INCOME FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 4,660 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares 4,660$35.1K<0.01%0Timeline
AIOVIRTUS ARTIFICIAL INTELLIGENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,459 shares 1,459$35.1K<0.01%+159Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares 528$35K<0.01%0Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 138 shares; 2025Q1: 132 shares; 2025Q2: 141 shares; 2025Q3: 141 shares 141$34.9K<0.01%0Timeline
FLHYFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares 1,421$34.9K<0.01%0Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 2,216 shares; 2025Q1: 32,894 shares; 2025Q2: 653 shares; 2025Q3: 707 shares 707$34.9K<0.01%+54Timeline
ASLEAERSALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,270 shares; 2025Q1: 4,515 shares; 2025Q2: 4,235 shares; 2025Q3: 4,235 shares 4,235$34.7K<0.01%0Timeline
GLREGREENLIGHT CAP RE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 2,235 shares; 2025Q1: 2,685 shares; 2025Q2: 2,545 shares; 2025Q3: 2,730 shares 2,730$34.7K<0.01%+185Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,353 shares; 2025Q1: 2,471 shares; 2025Q2: 595 shares; 2025Q3: 705 shares 705$34.6K<0.01%+110Timeline
PFMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 674 shares; 2025Q1: 676 shares; 2025Q2: 679 shares; 2025Q3: 681 shares 681$34.6K<0.01%+2Timeline
BABINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,732 shares; 2025Q1: 1,649 shares; 2025Q2: 1,375 shares; 2025Q3: 1,262 shares 1,262$34.4K<0.01%-113Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 23 shares; 2025Q2: 21 shares; 2025Q3: 18 shares 18$34.4K<0.01%-3Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 4,000 shares; 2025Q3: 3,000 shares 3,000$34.2K<0.01%-1,000Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,140 shares; 2025Q1: 3,753 shares; 2025Q2: 3,820 shares; 2025Q3: 3,789 shares 3,789$34K<0.01%-31Timeline
AFCGADVANCED FLOWER CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 24,800 shares; 2025Q1: 22,800 shares; 2025Q2: 22,800 shares; 2025Q3: 8,800 shares 8,800$33.7K<0.01%-14,000Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,245 shares; 2025Q1: 2,219 shares; 2025Q2: 2,006 shares; 2025Q3: 1,788 shares 1,788$33.4K<0.01%-218Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 337 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares 335$33.3K<0.01%0Timeline
FLTRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares 1,297$33.2K<0.01%0Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 97 shares; 2025Q1: 90 shares; 2025Q2: 81 shares; 2025Q3: 96 shares 96$33.2K<0.01%+15Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,905 shares; 2025Q1: 5,110 shares; 2025Q2: 6,150 shares; 2025Q3: 7,320 shares 7,320$33.2K<0.01%+1,170Timeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,393 shares; 2025Q1: 3,758 shares; 2025Q2: 3,528 shares; 2025Q3: 5,093 shares 5,093$32.9K<0.01%+1,565Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 345 shares 345$32.8K<0.01%+2Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 151 shares; 2025Q1: 132 shares; 2025Q2: 70 shares; 2025Q3: 128 shares 128$32.8K<0.01%+58Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 428 shares; 2025Q2: 147 shares; 2025Q3: 176 shares 176$32.8K<0.01%+29Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$32.7K<0.01%0Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 775 shares; 2025Q1: 819 shares; 2025Q2: 720 shares; 2025Q3: 673 shares 673$32.6K<0.01%-47Timeline
FSPFRANKLIN STR PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,820 shares; 2024Q4: 19,820 shares; 2025Q1: 21,020 shares; 2025Q2: 19,920 shares; 2025Q3: 20,320 shares 20,320$32.5K<0.01%+400Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 8,619 shares; 2025Q1: 8,619 shares; 2025Q2: 3,919 shares; 2025Q3: 3,619 shares 3,619$32.4K<0.01%-300Timeline
EMCGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,035 shares 1,035$32.3K<0.01%+3Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 6,513 shares; 2025Q1: 6,006 shares; 2025Q2: 3,581 shares; 2025Q3: 3,581 shares 3,581$32.2K<0.01%0Timeline
DFENDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 468 shares 468$32.2K<0.01%+1Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 565 shares; 2025Q3: 559 shares 559$32.1K<0.01%-6Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 4,059 shares; 2025Q1: 4,059 shares; 2025Q2: 4,059 shares; 2025Q3: 3,272 shares 3,272$32K<0.01%-787Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 558 shares 558$32K<0.01%-2Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,859 shares; 2025Q1: 1,879 shares; 2025Q2: 1,907 shares; 2025Q3: 1,709 shares 1,709$31.9K<0.01%-198Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 560 shares 560$31.8K<0.01%+1Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,035 shares; 2025Q1: 3,271 shares; 2025Q2: 494 shares; 2025Q3: 1,724 shares 1,724$31.6K<0.01%+1,230Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 2,097 shares; 2025Q1: 2,339 shares; 2025Q2: 544 shares; 2025Q3: 544 shares 544$31.6K<0.01%0Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 260 shares; 2025Q1: 168 shares; 2025Q2: 121 shares; 2025Q3: 120 shares 120$31.5K<0.01%-1Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares 180$31.4K<0.01%0Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares 100$31K<0.01%0Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 319 shares; 2025Q1: 378 shares; 2025Q2: 612 shares; 2025Q3: 400 shares 400$30.8K<0.01%-212Timeline
PPLTABRDN PLATINUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares 215$30.7K<0.01%0Timeline
AMSFAMERISAFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 715 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$30.7K<0.01%0Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,080 shares; 2025Q1: 63 shares; 2025Q2: 84 shares; 2025Q3: 1,078 shares 1,078$30.6K<0.01%+994Timeline
BGBBLACKSTONE STRATEGIC CRED 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500$30.4K<0.01%0Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 95 shares; 2025Q1: 549 shares; 2025Q2: 725 shares; 2025Q3: 531 shares 531$30.2K<0.01%-194Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 68 shares; 2025Q1: 70 shares; 2025Q2: 150 shares; 2025Q3: 141 shares 141$30.1K<0.01%-9Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 168 shares; 2025Q3: 168 shares 168$29.9K<0.01%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 477 shares; 2025Q1: 54,103 shares; 2025Q2: 43,355 shares; 2025Q3: 446 shares 446$29.9K<0.01%-42,909Timeline
HZOMARINEMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,430 shares; 2025Q2: 1,465 shares; 2025Q3: 1,175 shares 1,175$29.8K<0.01%-290Timeline
TSLLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares 1,400$29.6K<0.01%newTimeline
IDGTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares 340$29.5K<0.01%newTimeline
CVGWCALAVO GROWERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares 1,145$29.5K<0.01%0Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 69 shares; 2025Q2: 547 shares; 2025Q3: 251 shares 251$29.4K<0.01%-296Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 452 shares; 2025Q1: 457 shares; 2025Q2: 242 shares; 2025Q3: 294 shares 294$29.4K<0.01%+52Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 269 shares; 2025Q3: 269 shares 269$29.2K<0.01%0Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 406 shares; 2025Q1: 454 shares; 2025Q2: 1,778 shares; 2025Q3: 463 shares 463$29.2K<0.01%-1,315Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 210 shares; 2025Q3: 227 shares 227$29.1K<0.01%+17Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 500 shares; 2025Q1: 419 shares; 2025Q2: 409 shares; 2025Q3: 390 shares 390$29.1K<0.01%-19Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 415 shares; 2025Q2: 382 shares; 2025Q3: 620 shares 620$28.9K<0.01%+238Timeline
HAPVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares 505$28.8K<0.01%0Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,312 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares 811$28.8K<0.01%0Timeline
JPREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares 600$28.8K<0.01%newTimeline
HWKNHAWKINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares 157$28.7K<0.01%0Timeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 1,971 shares; 2025Q3: 2,181 shares 2,181$28.6K<0.01%+210Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 502 shares 502$28.5K<0.01%-348Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 798 shares; 2025Q1: 580 shares; 2025Q2: 597 shares; 2025Q3: 582 shares 582$28.4K<0.01%-15Timeline
ASCARDMORE SHIPPING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 3,078 shares; 2025Q1: 3,083 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares 2,385$28.3K<0.01%0Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,297 shares; 2024Q4: 5,080 shares; 2025Q1: 3,876 shares; 2025Q2: 2,026 shares; 2025Q3: 1,258 shares 1,258$28.2K<0.01%-768Timeline
UHALU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 490 shares 490$28K<0.01%+17Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,713 shares; 2025Q1: 2,634 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares 2,663$27.9K<0.01%0Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 5,300 shares; 2025Q1: 4,891 shares; 2025Q2: 269 shares; 2025Q3: 267 shares 267$27.9K<0.01%-2Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares 1,084$27.8K<0.01%newTimeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 1,381 shares; 2025Q3: 1,433 shares 1,433$27.6K<0.01%+52Timeline
AJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 962 shares 962$27.5K<0.01%0Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,125 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,250 shares 1,250$27.5K<0.01%+133Timeline
XIGDXVOYA GLBL EQTY DIV & PREM OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,605 shares; 2025Q1: 3,705 shares; 2025Q2: 3,805 shares; 2025Q3: 4,639 shares 4,639$27.5K<0.01%+834Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 518 shares; 2025Q2: 511 shares; 2025Q3: 511 shares 511$27.4K<0.01%0Timeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 950 shares; 2025Q2: 750 shares; 2025Q3: 753 shares 753$27.4K<0.01%+3Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 241 shares; 2025Q1: 238 shares; 2025Q2: 242 shares; 2025Q3: 211 shares 211$27.3K<0.01%-31Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 216 shares; 2025Q1: 358 shares; 2025Q2: 384 shares; 2025Q3: 395 shares 395$27.3K<0.01%+11Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 662 shares; 2025Q2: 636 shares; 2025Q3: 640 shares 640$27.2K<0.01%+4Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,039 shares; 2025Q1: 987 shares; 2025Q2: 871 shares; 2025Q3: 1,134 shares 1,134$27.2K<0.01%+263Timeline
KBWYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 1,701 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares 1,701$27.1K<0.01%0Timeline
CWBCCOMMUNITY WEST BANCSHARES NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares 1,297$27K<0.01%0Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 250 shares; 2025Q1: 251 shares; 2025Q2: 294 shares; 2025Q3: 91 shares 91$27K<0.01%-203Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: 333 shares; 2025Q2: 315 shares; 2025Q3: 312 shares 312$26.9K<0.01%-3Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 663 shares; 2025Q2: 637 shares; 2025Q3: 639 shares 639$26.9K<0.01%+2Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 363 shares; 2025Q1: 276 shares; 2025Q2: 183 shares; 2025Q3: 182 shares 182$26.9K<0.01%-1Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares 1,257$26.7K<0.01%newTimeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 755 shares 755$26.7K<0.01%+100Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 526 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 365 shares 365$26.6K<0.01%-173Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 564 shares; 2025Q2: 381 shares; 2025Q3: 357 shares 357$26.6K<0.01%-24Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares 1,200$26.6K<0.01%newTimeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,622 shares; 2024Q4: 1,228 shares; 2025Q1: 933 shares; 2025Q2: 310 shares; 2025Q3: 312 shares 312$26.5K<0.01%+2Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 1,101 shares; 2025Q1: 1,093 shares; 2025Q2: 937 shares; 2025Q3: 550 shares 550$26.3K<0.01%-387Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: 528 shares; 2025Q2: 527 shares; 2025Q3: 519 shares 519$26.2K<0.01%-8Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 917 shares 917$26.2K<0.01%newTimeline
UDOWPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 208,974 shares; 2025Q1: 228 shares; 2025Q2: 247 shares; 2025Q3: 244 shares 244$26.1K<0.01%-3Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 1,726 shares 1,726$26K<0.01%-300Timeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 166 shares; 2025Q1: 334 shares; 2025Q2: 367 shares; 2025Q3: 370 shares 370$25.9K<0.01%+3Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 21,499 shares; 2025Q1: 3,420 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400$25.9K<0.01%0Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,353 shares; 2025Q1: 1,357 shares; 2025Q2: 1,361 shares; 2025Q3: 1,365 shares 1,365$25.8K<0.01%+4Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 259 shares 259$25.8K<0.01%-100Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,251 shares; 2024Q4: 6,518 shares; 2025Q1: 6,340 shares; 2025Q2: 251 shares; 2025Q3: 293 shares 293$25.7K<0.01%+42Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 3,340 shares; 2025Q1: 1,634 shares; 2025Q2: 590 shares; 2025Q3: 398 shares 398$25.6K<0.01%-192Timeline
GSMFERROGLOBE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,594 shares; 2025Q1: 5,594 shares; 2025Q2: 5,594 shares; 2025Q3: 5,594 shares 5,594$25.5K<0.01%0Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares 1,042$25.4K<0.01%0Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,125 shares 1,125$25.3K<0.01%newTimeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 964 shares; 2025Q2: 685 shares; 2025Q3: 585 shares 585$25.3K<0.01%-100Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares 928$25.3K<0.01%0Timeline
ONLORION PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 5,359 shares; 2025Q1: 9,919 shares; 2025Q2: 9,370 shares; 2025Q3: 9,370 shares 9,370$25.3K<0.01%0Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares 252$25.3K<0.01%0Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 870 shares 870$25.2K<0.01%+6Timeline
AXIAYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 2,531 shares 2,531$25.1K<0.01%+1,977Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,260 shares; 2024Q4: 42,746 shares; 2025Q1: 1,208 shares; 2025Q2: 296 shares; 2025Q3: 265 shares 265$25K<0.01%-31Timeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 439 shares; 2025Q3: 208 shares 208$24.9K<0.01%-231Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 202 shares; 2025Q1: 135 shares; 2025Q2: 138 shares; 2025Q3: 139 shares 139$24.8K<0.01%+1Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 863 shares; 2025Q1: 17,254 shares; 2025Q2: 511 shares; 2025Q3: 408 shares 408$24.7K<0.01%-103Timeline
DAXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 550 shares 550$24.6K<0.01%+250Timeline
GBDCGOLUB CAP BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares 1,796$24.6K<0.01%0Timeline
WTIUBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares 2,311$24.6K<0.01%0Timeline
BVNCOMPANIA DE MINAS BUENAVENTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$24.3K<0.01%0Timeline
FBRTFRANKLIN BSP RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares 2,240$24.3K<0.01%0Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 361 shares; 2025Q1: 170 shares; 2025Q2: 53 shares; 2025Q3: 148 shares 148$24.1K<0.01%+95Timeline
GLPGLOBAL PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$24K<0.01%0Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 121 shares; 2025Q2: 59 shares; 2025Q3: 83 shares 83$23.9K<0.01%+24Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,029 shares; 2025Q1: 1,021 shares; 2025Q2: 12 shares; 2025Q3: 293 shares 293$23.9K<0.01%+281Timeline
FJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares 475$23.8K<0.01%0Timeline
RGTIWRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: 1,000 shares; 2025Q3: 1,300 shares 1,300$23.8K<0.01%+300Timeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 1,125 shares; 2025Q2: 825 shares; 2025Q3: 825 shares 825$23.7K<0.01%0Timeline
KELYAKELLY SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,805 shares 1,805$23.7K<0.01%newTimeline
IGHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 361 shares; 2025Q1: 321 shares; 2025Q2: 299 shares; 2025Q3: 299 shares 299$23.6K<0.01%0Timeline
FCORFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 931 shares; 2025Q1: 479 shares; 2025Q2: 409 shares; 2025Q3: 491 shares 491$23.6K<0.01%+82Timeline
AVXLANAVEX LIFE SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares 2,645$23.5K<0.01%0Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 248 shares; 2025Q1: 235 shares; 2025Q2: 280 shares; 2025Q3: 278 shares 278$23.5K<0.01%-2Timeline
FFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425$23.4K<0.01%0Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 411 shares; 2025Q3: 411 shares 411$23.4K<0.01%0Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares 1,860$23.4K<0.01%0Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,452 shares; 2024Q4: 1,967 shares; 2025Q1: 276 shares; 2025Q2: 216 shares; 2025Q3: 167 shares 167$23.3K<0.01%-49Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 126 shares; 2025Q1: 171 shares; 2025Q2: 148 shares; 2025Q3: 166 shares 166$23.3K<0.01%+18Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 374 shares; 2025Q1: 873 shares; 2025Q2: 220 shares; 2025Q3: 188 shares 188$23.1K<0.01%-32Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 300 shares; 2025Q1: 430 shares; 2025Q2: 3,740 shares; 2025Q3: 300 shares 300$23.1K<0.01%-3,440Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares 1,035$23.1K<0.01%0Timeline
VTEIVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares 230$23.1K<0.01%0Timeline
RSPUINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300$23K<0.01%0Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 1,200 shares; 2025Q3: 2,000 shares 2,000$22.8K<0.01%+800Timeline
PGCPEAPACK-GLADSTONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 821 shares 821$22.7K<0.01%0Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,698 shares; 2025Q1: 1,165 shares; 2025Q2: 884 shares; 2025Q3: 647 shares 647$22.4K<0.01%-237Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 543 shares; 2025Q1: 546 shares; 2025Q2: 548 shares; 2025Q3: 551 shares 551$22.3K<0.01%+3Timeline
ANDEANDERSONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 828 shares; 2025Q2: 560 shares; 2025Q3: 560 shares 560$22.3K<0.01%0Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,417 shares; 2025Q1: 251 shares; 2025Q2: 281 shares; 2025Q3: 251 shares 251$22.3K<0.01%-30Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 1,045 shares; 2025Q1: 1,046 shares; 2025Q2: 14,811 shares; 2025Q3: 549 shares 549$22.2K<0.01%-14,262Timeline
XRXXEROX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,883 shares; 2025Q3: 5,883 shares 5,883$22.1K<0.01%0Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,578 shares; 2024Q4: 1,025 shares; 2025Q1: 429 shares; 2025Q2: 431 shares; 2025Q3: 430 shares 430$22.1K<0.01%-1Timeline
MOOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 6,336 shares; 2025Q1: 6,296 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300$22K<0.01%0Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 136 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 74 shares 74$22K<0.01%-1Timeline

Sold out in Q3 2025

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

The largest 100 of 158. All 158

SecurityShares beforeValue beforeType
PSQHPSQ HOLDINGS INC380,101$779Kshares
MRXMAREX GROUP PLC14,970$591Kshares
AALAMERICAN AIRLINES GROUP INC43,690$490Kshares
PATHUIPATH INC35,477$454Kshares
ARGTGLOBAL X FDS4,593$418Kshares
SPIBSPDR SERIES TRUST12,117$407Kshares
CPRXCATALYST PHARMACEUTICALS INC14,100$306Kshares
GREKGLOBAL X FDS5,000$290Kshares
BITUPROSHARES TR4,335$224Kshares
MNDYMONDAY COM LTD615$193Kshares
TXRHTEXAS ROADHOUSE INC952$178Kshares
LUNRINTUITIVE MACHINES INC16,044$174Kshares
BITBLACKROCK MULTI SECTOR INC T10,000$146Kshares
LUCID GROUP INCLUCID GROUP INC64,270$136Kshares
ARCTARCTURUS THERAPEUTICS HLDGS9,955$130Kshares
GAUGFIRST TR EXCHNG TRADED FD VI3,135$116Kshares
SMINISHARES TR1,500$116Kshares
SVXYPROSHARES TR II2,701$115Kshares
NVTSNAVITAS SEMICONDUCTOR CORP15,800$103Kshares
MODMODINE MFG CO1,038$102Kshares
BILSSPDR SERIES TRUST1,000$99.4Kshares
FPXFIRST TR EXCHANGE-TRADED FD638$92.5Kshares
RABROOKFIELD REAL ASSETS INCOM6,566$87.8Kshares
T-Rex 2X Long MSTR Daily Ta…T-Rex 2X Long MSTR Daily Target E…9,000$77.8Kshares
BMBLBUMBLE INC10,700$70.5Kshares
PIONEER DIVERSIFIED HIGH IN…PIONEER DIVERSIFIED HIGH INCOM5,419$67.8Kshares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC1,692$67.6Kshares
LISTED FD TRLISTED FD TR1,875$66.8Kshares
IAIISHARES TR352$59.5Kshares
DSLDOUBLELINE INCOME SOLUTIONS4,000$49Kshares
ANSYS INCANSYS INC129$45.3Kshares
ASTSAST SPACEMOBILE INC960$44.9Kshares
RUNSUNRUN INC5,300$43.4Kshares
SouthState CorpSouthState Corp469$43.2Kshares
XNIEXVIRTUS EQUITY & CONV INCM FD1,650$39.4Kshares
RHRH200$37.8Kshares
MUSAMURPHY USA INC93$37.8Kshares
PIONEER HIGH INCOME FUND INCPIONEER HIGH INCOME FUND INC4,482$36.3Kshares
ENVXENOVIX CORPORATION3,220$33.3Kshares
SEZLSEZZLE INC179$32.1Kshares
BTTBLACKROCK MUN TARGET TERM TR1,385$30.3Kshares
IRDMIRIDIUM COMMUNICATIONS INC1,000$30.2Kshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC2,454$28.2Kshares
FRPTFRESHPET INC408$27.7Kshares
LISTED FDS TRLISTED FDS TR610$25.6Kshares
SHYDVANECK ETF TRUST1,110$25.1Kshares
HYDVANECK ETF TRUST475$23.9Kshares
STAGSTAG INDUSTRIAL INC641$23.3Kshares
TRIUMPH GROUP INC NEWTRIUMPH GROUP INC NEW900$23.2Kshares
ITRIITRON INC173$22.8Kshares
ECECOPETROL S A2,500$22.1Kshares
NFXLDIREXION SHARES ETF TRUST300$22.1Kshares
ULCCFRONTIER GROUP HLDGS INC5,700$20.7Kshares
VRNSVARONIS SYS INC400$20.3Kshares
CWSTCASELLA WASTE SYS INC168$19.4Kshares
SAMBOSTON BEER INC101$19.3Kshares
ISCGISHARES TR384$19.1Kshares
BCSBARCLAYS PLC1,000$18.6Kshares
UNFIUNITED NAT FOODS INC792$18.5Kshares
IBNICICI BK LTD500$16.8Kshares
CHEFCHEFS WHSE INC263$16.8Kshares
HESS CORPHESS CORP115$15.9Kshares
JOEST JOE CO324$15.5Kshares
STKCOLUMBIA SELIGM PREM TECH GR500$15.2Kshares
NXTNEXTPOWER INC234$12.7Kshares
MGRCMCGRATH RENTCORP104$12.1Kshares
STLASTELLANTIS N.V1,200$12Kshares
PALLABRDN PALLADIUM ETF TRUST119$11.9Kshares
Direxion Daily S&P 500 Bear…Direxion Daily S&P 500 Bear 3X Sh…2,250$10.6Kshares
AMEDISYS INCAMEDISYS INC105$10.3Kshares
WK KELLOGG COWK KELLOGG CO644$10.3Kshares
MGXMETAGENOMI THERAPEUTICS INC6,500$9.62Kshares
ZOMDFZOMEDICA CORP COM (CANADA)227,531$9.1Kshares
SLFSUN LIFE FINANCIAL INC.125$8.31Kshares
MTRMESA RTY TR1,500$8.21Kshares
SKXSKECHERS U S A INC129$8.14Kshares
PNNTPENNANTPARK INVTS CORP1,134$7.76Kshares
HLITHARMONIC INC768$7.27Kshares
INSPINSPIRE MED SYS INC55$7.14Kshares
BCBRUNSWICK CORP125$6.91Kshares
Leslie's IncLeslie's Inc15,300$6.42Kshares
AGOASSURED GUARANTY LTD72$6.31Kshares
XENEXENON PHARMACEUTICALS INC200$6.26Kshares
BMIBADGER METER INC25$6.12Kshares
VERIVERITONE INC4,760$6Kshares
DAYDAYFORCE INC108$5.98Kshares
PTONPELOTON INTERACTIVE INC840$5.83Kshares
CWENCLEARWAY ENERGY INC181$5.79Kshares
UNITI GROUP INCUNITI GROUP INC1,323$5.72Kshares
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION229$5.69Kshares
IDHQINVESCO EXCH TRADED FD TR II166$5.47Kshares
RUMRUM GROUP INC600$5.39Kshares
EGYVAALCO ENERGY INC1,397$5.04Kshares
UTZUTZ BRANDS INC400$5.02Kshares
FBTFIRST TR EXCHANGE-TRADED FD31$5Kshares
INFUINFUSYSTEM HLDGS INC787$4.91Kshares
CCCCCC INTELLIGENT SOLUTIONS HL498$4.69Kshares
REDFIN CORPREDFIN CORP400$4.48Kshares
RDYDR REDDYS LABS LTD290$4.36Kshares
VIMEO INCVIMEO INC1,075$4.34Kshares

How Q3 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001858740-25-000006 base2025-10-23acceptance time not in the bulk data set