AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 746 shares; 2025Q1: 1,429 shares; 2025Q2: 889 shares; 2025Q3: 746 shares; 2025Q4: 1,136 shares; 2026Q1: 1,334 shares 1,334 $593K 0.02% +198 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,070 shares; 2024Q4: 30,679 shares; 2025Q1: 31,747 shares; 2025Q2: 32,184 shares; 2025Q3: 33,566 shares; 2025Q4: 36,380 shares; 2026Q1: 13,571 shares 13,571 $592K 0.02% -22,809 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 1,008 shares; 2025Q1: 7,494 shares; 2025Q2: 554 shares; 2025Q3: 553 shares; 2025Q4: 937 shares; 2026Q1: 1,121 shares 1,121 $586K 0.02% +184 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,634 shares; 2024Q4: 112,593 shares; 2025Q1: 126,211 shares; 2025Q2: 110,858 shares; 2025Q3: 12,244 shares; 2025Q4: 3,387 shares; 2026Q1: 16,493 shares 16,493 $585K 0.02% +13,106 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 9,331 shares; 2025Q1: 32,210 shares; 2025Q2: 9,184 shares; 2025Q3: 10,717 shares; 2025Q4: 11,149 shares; 2026Q1: 11,894 shares 11,894 $583K 0.02% +745 Timeline PBAP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,649 shares; 2025Q3: 59,939 shares; 2025Q4: 44,389 shares; 2026Q1: 19,780 shares 19,780 $582K 0.02% -24,609 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,549 shares; 2024Q4: 41,990 shares; 2025Q1: 35,821 shares; 2025Q2: 99,462 shares; 2025Q3: 49,742 shares; 2025Q4: 36,959 shares; 2026Q1: 16,417 shares 16,417 $581K 0.02% -20,542 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 6,782 shares; 2025Q1: 6,628 shares; 2025Q2: 6,166 shares; 2025Q3: 7,186 shares; 2025Q4: 7,619 shares; 2026Q1: 7,715 shares 7,715 $580K 0.02% +96 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,051 shares 36,051 $579K 0.02% new Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 3,485 shares; 2025Q1: 3,983 shares; 2025Q2: 10,406 shares; 2025Q3: 10,467 shares; 2025Q4: 10,314 shares; 2026Q1: 6,898 shares 6,898 $576K 0.02% -3,416 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 1,101 shares; 2025Q1: 1,093 shares; 2025Q2: 937 shares; 2025Q3: 550 shares; 2025Q4: 8,400 shares; 2026Q1: 12,373 shares 12,373 $576K 0.02% +3,973 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 10,821 shares; 2025Q1: 13,080 shares; 2025Q2: 9,306 shares; 2025Q3: 11,867 shares; 2025Q4: 10,328 shares; 2026Q1: 11,537 shares 11,537 $572K 0.02% +1,209 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 16,340 shares; 2025Q2: 16,754 shares; 2025Q3: 16,704 shares; 2025Q4: 19,667 shares; 2026Q1: 23,606 shares 23,606 $572K 0.02% +3,939 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 441 shares; 2025Q1: 3,007 shares; 2025Q2: 2,445 shares; 2025Q3: 2,906 shares; 2025Q4: 265 shares; 2026Q1: 329 shares 329 $568K 0.02% +64 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 6,492 shares; 2025Q1: 6,377 shares; 2025Q2: 6,379 shares; 2025Q3: 14,248 shares; 2025Q4: 11,729 shares; 2026Q1: 11,730 shares 11,730 $564K 0.02% +1 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,993 shares 16,993 $562K 0.02% new Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,941 shares; 2026Q1: 9,588 shares 9,588 $561K 0.02% +1,647 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,800 shares; 2025Q1: 27,125 shares; 2025Q2: 24,377 shares; 2025Q3: 23,662 shares; 2025Q4: 23,843 shares; 2026Q1: 26,815 shares 26,815 $556K 0.02% +2,972 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,404 shares; 2026Q1: 22,769 shares 22,769 $552K 0.02% +21,365 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,796 shares; 2024Q4: 6,581 shares; 2025Q1: 6,612 shares; 2025Q2: 4,186 shares; 2025Q3: 5,720 shares; 2025Q4: 3,913 shares; 2026Q1: 3,789 shares 3,789 $548K 0.02% -124 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 6,833 shares; 2025Q1: 6,947 shares; 2025Q2: 3,942 shares; 2025Q3: 3,619 shares; 2025Q4: 4,289 shares; 2026Q1: 4,170 shares 4,170 $546K 0.02% -119 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,883 shares; 2024Q4: 85,993 shares; 2025Q1: 83,769 shares; 2025Q2: 72,979 shares; 2025Q3: 71,976 shares; 2025Q4: 72,906 shares; 2026Q1: 4,921 shares 4,921 $543K 0.02% -67,985 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 5,333 shares; 2025Q1: 5,106 shares; 2025Q2: 9,601 shares; 2025Q3: 4,249 shares; 2025Q4: 4,365 shares; 2026Q1: 1,248 shares 1,248 $540K 0.02% -3,117 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 7,134 shares; 2025Q1: 7,603 shares; 2025Q2: 17,477 shares; 2025Q3: 16,772 shares; 2025Q4: 14,823 shares; 2026Q1: 3,587 shares 3,587 $539K 0.02% -11,236 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,832 shares; 2025Q1: 3,753 shares; 2025Q2: 3,198 shares; 2025Q3: 1,907 shares; 2025Q4: 1,894 shares; 2026Q1: 1,971 shares 1,971 $537K 0.02% +77 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,168 shares; 2025Q1: 2,656 shares; 2025Q2: 2,595 shares; 2025Q3: 2,074 shares; 2025Q4: 2,103 shares; 2026Q1: 2,696 shares 2,696 $533K 0.02% +593 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: not reported; 2025Q1: 8,428 shares; 2025Q2: 8,466 shares; 2025Q3: 6,450 shares; 2025Q4: 7,978 shares; 2026Q1: 5,733 shares 5,733 $532K 0.02% -2,245 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,001 shares; 2024Q4: 12,171 shares; 2025Q1: 11,088 shares; 2025Q2: 8,417 shares; 2025Q3: 8,454 shares; 2025Q4: 8,472 shares; 2026Q1: 8,705 shares 8,705 $526K 0.02% +233 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 26,232 shares; 2025Q1: 28,224 shares; 2025Q2: 31,916 shares; 2025Q3: 33,820 shares; 2025Q4: 33,534 shares; 2026Q1: 10,336 shares 10,336 $525K 0.02% -23,198 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,069 shares; 2024Q4: 15,374 shares; 2025Q1: 15,173 shares; 2025Q2: 13,478 shares; 2025Q3: 13,996 shares; 2025Q4: 11,473 shares; 2026Q1: 5,138 shares 5,138 $525K 0.02% -6,335 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 9,174 shares; 2025Q1: 10,630 shares; 2025Q2: 19,128 shares; 2025Q3: 23,069 shares; 2025Q4: 19,780 shares; 2026Q1: 8,313 shares 8,313 $522K 0.02% -11,467 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,265 shares; 2025Q1: 1,385 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,402 shares 1,402 $520K 0.02% +332 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,423 shares; 2024Q4: 19,950 shares; 2025Q1: 65,566 shares; 2025Q2: 11,457 shares; 2025Q3: 9,983 shares; 2025Q4: 10,061 shares; 2026Q1: 10,071 shares 10,071 $518K 0.02% +10 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,710 shares; 2024Q4: 45,214 shares; 2025Q1: 16,601 shares; 2025Q2: 10,176 shares; 2025Q3: 4,916 shares; 2025Q4: 14,123 shares; 2026Q1: 4,009 shares 4,009 $516K 0.02% -10,114 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 7,100 shares; 2025Q1: 7,099 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 10,544 shares; 2026Q1: 10,544 shares 10,544 $506K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 288 shares; 2025Q1: 452 shares; 2025Q2: 549 shares; 2025Q3: 599 shares; 2025Q4: 686 shares; 2026Q1: 742 shares 742 $505K 0.02% +56 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,129 shares; 2025Q1: 21,735 shares; 2025Q2: 27,891 shares; 2025Q3: 28,874 shares; 2025Q4: 19,684 shares; 2026Q1: 16,838 shares 16,838 $505K 0.02% -2,846 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,333 shares; 2024Q4: 44,738 shares; 2025Q1: 51,590 shares; 2025Q2: 51,946 shares; 2025Q3: 55,679 shares; 2025Q4: 60,161 shares; 2026Q1: 60,259 shares 60,259 $505K 0.02% +98 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 1,075 shares; 2025Q1: 707 shares; 2025Q2: 292 shares; 2025Q3: 243 shares; 2025Q4: 1,414 shares; 2026Q1: 563 shares 563 $504K 0.02% -851 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,550 shares; 2025Q1: 17,399 shares; 2025Q2: 17,397 shares; 2025Q3: 17,397 shares; 2025Q4: 17,403 shares; 2026Q1: 17,400 shares 17,400 $501K 0.02% -3 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,794 shares; 2025Q1: 2,774 shares; 2025Q2: 2,296 shares; 2025Q3: 2,662 shares; 2025Q4: 2,473 shares; 2026Q1: 2,641 shares 2,641 $501K 0.02% +168 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,293 shares; 2024Q4: 35,975 shares; 2025Q1: 36,773 shares; 2025Q2: 27,672 shares; 2025Q3: 26,896 shares; 2025Q4: 5,527 shares; 2026Q1: 4,699 shares 4,699 $500K 0.02% -828 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 4,905 shares; 2025Q1: 5,028 shares; 2025Q2: 2,665 shares; 2025Q3: 3,437 shares; 2025Q4: 4,835 shares; 2026Q1: 4,540 shares 4,540 $495K 0.02% -295 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,735 shares; 2024Q4: 14,756 shares; 2025Q1: 11,386 shares; 2025Q2: 8,439 shares; 2025Q3: 49,711 shares; 2025Q4: 5,645 shares; 2026Q1: 5,003 shares 5,003 $494K 0.02% -642 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,098 shares 6,098 $492K 0.02% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 4,274 shares; 2025Q1: 3,690 shares; 2025Q2: 3,133 shares; 2025Q3: 1,900 shares; 2025Q4: 2,750 shares; 2026Q1: 2,878 shares 2,878 $486K 0.02% +128 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,907 shares; 2024Q4: 17,547 shares; 2025Q1: 22,547 shares; 2025Q2: 31,547 shares; 2025Q3: 37,547 shares; 2025Q4: 42,047 shares; 2026Q1: 42,047 shares 42,047 $484K 0.02% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,872 shares; 2024Q4: 34,942 shares; 2025Q1: 33,480 shares; 2025Q2: 16,478 shares; 2025Q3: 15,558 shares; 2025Q4: 15,644 shares; 2026Q1: 12,917 shares 12,917 $483K 0.02% -2,727 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 11,130 shares; 2025Q1: 11,130 shares; 2025Q2: 11,130 shares; 2025Q3: 11,131 shares; 2025Q4: 11,131 shares; 2026Q1: 11,130 shares 11,130 $483K 0.02% -1 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,700 shares; 2025Q2: 17,700 shares; 2025Q3: 17,700 shares; 2025Q4: 17,700 shares; 2026Q1: 17,700 shares 17,700 $483K 0.02% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,191 shares; 2025Q1: 13,401 shares; 2025Q2: 13,424 shares; 2025Q3: 12,339 shares; 2025Q4: 12,277 shares; 2026Q1: 12,270 shares 12,270 $479K 0.02% -7 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 14,227 shares; 2025Q2: 142 shares; 2025Q3: 4,956 shares; 2025Q4: 8,676 shares; 2026Q1: 7,391 shares 7,391 $478K 0.02% -1,285 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,773 shares; 2024Q4: 41,862 shares; 2025Q1: 43,606 shares; 2025Q2: 25,972 shares; 2025Q3: 24,415 shares; 2025Q4: 24,270 shares; 2026Q1: 25,204 shares 25,204 $477K 0.02% +934 Timeline KURE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,950 shares; 2024Q4: 27,951 shares; 2025Q1: 27,950 shares; 2025Q2: 27,950 shares; 2025Q3: 27,950 shares; 2025Q4: 27,950 shares; 2026Q1: 27,950 shares 27,950 $477K 0.02% 0 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,509 shares; 2024Q4: 10,727 shares; 2025Q1: 11,754 shares; 2025Q2: 11,848 shares; 2025Q3: 12,970 shares; 2025Q4: 13,107 shares; 2026Q1: 13,258 shares 13,258 $471K 0.02% +151 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 11,303 shares; 2025Q1: 11,311 shares; 2025Q2: 11,047 shares; 2025Q3: 10,827 shares; 2025Q4: 10,487 shares; 2026Q1: 10,155 shares 10,155 $469K 0.02% -332 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,682 shares; 2024Q4: 6,867 shares; 2025Q1: 7,140 shares; 2025Q2: 5,586 shares; 2025Q3: 5,397 shares; 2025Q4: 5,637 shares; 2026Q1: 5,879 shares 5,879 $467K 0.02% +242 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,285 shares; 2025Q1: 3,290 shares; 2025Q2: 3,284 shares; 2025Q3: 5,091 shares; 2025Q4: 5,099 shares; 2026Q1: 5,103 shares 5,103 $467K 0.02% +4 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,683 shares; 2024Q4: 14,683 shares; 2025Q1: 14,683 shares; 2025Q2: 14,683 shares; 2025Q3: 14,053 shares; 2025Q4: 14,053 shares; 2026Q1: 14,053 shares 14,053 $467K 0.02% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,598 shares; 2024Q4: 7,649 shares; 2025Q1: 7,668 shares; 2025Q2: 8,723 shares; 2025Q3: 8,779 shares; 2025Q4: 9,185 shares; 2026Q1: 9,213 shares 9,213 $466K 0.02% +28 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 9,759 shares; 2025Q1: 9,540 shares; 2025Q2: 9,586 shares; 2025Q3: 10,722 shares; 2025Q4: 11,218 shares; 2026Q1: 9,563 shares 9,563 $466K 0.02% -1,655 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317 shares; 2025Q4: 2,323 shares; 2026Q1: 1,828 shares 1,828 $465K 0.02% -495 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,175 shares; 2024Q4: 25,400 shares; 2025Q1: 24,826 shares; 2025Q2: 23,252 shares; 2025Q3: 21,572 shares; 2025Q4: 20,583 shares; 2026Q1: 18,387 shares 18,387 $462K 0.02% -2,196 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,842 shares; 2025Q1: 2,850 shares; 2025Q2: 2,858 shares; 2025Q3: 2,863 shares; 2025Q4: 2,570 shares; 2026Q1: 2,624 shares 2,624 $462K 0.02% +54 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 13,577 shares; 2025Q1: 12,542 shares; 2025Q2: 9,481 shares; 2025Q3: 9,490 shares; 2025Q4: 9,499 shares; 2026Q1: 9,657 shares 9,657 $459K 0.02% +158 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 9,010 shares; 2025Q1: 10,391 shares; 2025Q2: 7,223 shares; 2025Q3: 9,227 shares; 2025Q4: 9,643 shares; 2026Q1: 10,633 shares 10,633 $456K 0.02% +990 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,493 shares; 2025Q1: 3,734 shares; 2025Q2: 2,891 shares; 2025Q3: 2,736 shares; 2025Q4: 3,338 shares; 2026Q1: 3,129 shares 3,129 $454K 0.02% -209 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 43,103 shares; 2025Q1: 43,457 shares; 2025Q2: 25,625 shares; 2025Q3: 26,523 shares; 2025Q4: 26,448 shares; 2026Q1: 6,254 shares 6,254 $453K 0.02% -20,194 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,817 shares; 2025Q1: 6,671 shares; 2025Q2: 6,687 shares; 2025Q3: 6,698 shares; 2025Q4: 7,177 shares; 2026Q1: 7,208 shares 7,208 $452K 0.02% +31 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 706 shares; 2025Q1: 667 shares; 2025Q2: 575 shares; 2025Q3: 443 shares; 2025Q4: 689 shares; 2026Q1: 411 shares 411 $449K 0.02% -278 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,340 shares; 2024Q4: 19,075 shares; 2025Q1: 20,675 shares; 2025Q2: 43,325 shares; 2025Q3: 40,325 shares; 2025Q4: 38,450 shares; 2026Q1: 33,200 shares 33,200 $448K 0.02% -5,250 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,411 shares; 2024Q4: 6,466 shares; 2025Q1: 7,167 shares; 2025Q2: 5,468 shares; 2025Q3: 4,969 shares; 2025Q4: 3,022 shares; 2026Q1: 3,421 shares 3,421 $448K 0.02% +399 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,706 shares; 2024Q4: 6,345 shares; 2025Q1: 4,422 shares; 2025Q2: 2,485 shares; 2025Q3: 2,050 shares; 2025Q4: 2,382 shares; 2026Q1: 2,361 shares 2,361 $448K 0.02% -21 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,877 shares; 2024Q4: 41,314 shares; 2025Q1: 33,779 shares; 2025Q2: 29,842 shares; 2025Q3: 11,121 shares; 2025Q4: 10,546 shares; 2026Q1: 10,210 shares 10,210 $445K 0.02% -336 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 10,800 shares; 2025Q1: 2,586 shares; 2025Q2: 6,044 shares; 2025Q3: 7,039 shares; 2025Q4: 1,373 shares; 2026Q1: 1,963 shares 1,963 $441K 0.02% +590 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,193 shares; 2025Q1: 4,341 shares; 2025Q2: 2,659 shares; 2025Q3: 8,184 shares; 2025Q4: 2,307 shares; 2026Q1: 2,270 shares 2,270 $441K 0.02% -37 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,292 shares; 2024Q4: 8,264 shares; 2025Q1: 5,283 shares; 2025Q2: 4,987 shares; 2025Q3: 5,049 shares; 2025Q4: 5,035 shares; 2026Q1: 4,753 shares 4,753 $441K 0.02% -282 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 148 shares; 2025Q2: 239 shares; 2025Q3: 1,012 shares; 2025Q4: 1,222 shares; 2026Q1: 1,535 shares 1,535 $431K 0.01% +313 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,450 shares; 2025Q1: 12,534 shares; 2025Q2: 20,293 shares; 2025Q3: 21,361 shares; 2025Q4: 21,658 shares; 2026Q1: 24,276 shares 24,276 $431K 0.01% +2,618 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 18,565 shares; 2025Q1: 17,759 shares; 2025Q2: 16,052 shares; 2025Q3: 16,091 shares; 2025Q4: 17,058 shares; 2026Q1: 13,912 shares 13,912 $431K 0.01% -3,146 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 14,291 shares; 2025Q2: 12,845 shares; 2025Q3: 98,213 shares; 2025Q4: 10,941 shares; 2026Q1: 11,201 shares 11,201 $430K 0.01% +260 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,944 shares; 2024Q4: 8,953 shares; 2025Q1: 9,027 shares; 2025Q2: 3,246 shares; 2025Q3: 3,071 shares; 2025Q4: 5,040 shares; 2026Q1: 3,438 shares 3,438 $430K 0.01% -1,602 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 1,096 shares; 2025Q1: 1,090 shares; 2025Q2: 830 shares; 2025Q3: 1,371 shares; 2025Q4: 704 shares; 2026Q1: 2,354 shares 2,354 $429K 0.01% +1,650 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,144 shares; 2024Q4: 12,062 shares; 2025Q1: 11,982 shares; 2025Q2: 13,320 shares; 2025Q3: 13,346 shares; 2025Q4: 13,264 shares; 2026Q1: 12,750 shares 12,750 $428K 0.01% -514 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,730 shares; 2024Q4: 18,731 shares; 2025Q1: 18,532 shares; 2025Q2: 4,378 shares; 2025Q3: 4,262 shares; 2025Q4: 4,205 shares; 2026Q1: 3,882 shares 3,882 $426K 0.01% -323 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,796 shares; 2025Q1: 5,094 shares; 2025Q2: 2,893 shares; 2025Q3: 2,711 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares 2,695 $419K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 1,074 shares; 2025Q1: 13,932 shares; 2025Q2: 21,348 shares; 2025Q3: 74,435 shares; 2025Q4: 71,345 shares; 2026Q1: 6,024 shares 6,024 $417K 0.01% -65,321 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 23,112 shares; 2025Q1: 23,116 shares; 2025Q2: 1,734 shares; 2025Q3: 1,468 shares; 2025Q4: 1,480 shares; 2026Q1: 1,454 shares 1,454 $413K 0.01% -26 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3,693 shares; 2025Q1: 3,693 shares; 2025Q2: 2,418 shares; 2025Q3: 2,319 shares; 2025Q4: 3,404 shares; 2026Q1: 3,404 shares 3,404 $411K 0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,271 shares; 2024Q4: 11,675 shares; 2025Q1: 9,994 shares; 2025Q2: 1,685 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 4,100 shares 4,100 $411K 0.01% +2,424 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,183 shares; 2024Q4: 19,610 shares; 2025Q1: 16,037 shares; 2025Q2: 14,859 shares; 2025Q3: 14,432 shares; 2025Q4: 12,855 shares; 2026Q1: 12,095 shares 12,095 $407K 0.01% -760 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 430 shares; 2025Q1: 475 shares; 2025Q2: 425 shares; 2025Q3: 423 shares; 2025Q4: 418 shares; 2026Q1: 3,505 shares 3,505 $406K 0.01% +3,087 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,578 shares; 2024Q4: 18,338 shares; 2025Q1: 18,048 shares; 2025Q2: 7,928 shares; 2025Q3: 6,791 shares; 2025Q4: 7,156 shares; 2026Q1: 6,673 shares 6,673 $405K 0.01% -483 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,540 shares; 2024Q4: 44,540 shares; 2025Q1: 44,540 shares; 2025Q2: not reported; 2025Q3: 44,540 shares; 2025Q4: 44,540 shares; 2026Q1: 44,540 shares 44,540 $400K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 6,506 shares; 2025Q1: 6,419 shares; 2025Q2: 4,085 shares; 2025Q3: 4,258 shares; 2025Q4: 4,219 shares; 2026Q1: 4,274 shares 4,274 $399K 0.01% +55 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,840 shares; 2025Q1: 5,840 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,240 shares; 2026Q1: 5,240 shares 5,240 $395K 0.01% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,492 shares 15,492 $395K 0.01% new Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 11,965 shares; 2025Q1: 11,961 shares; 2025Q2: 12,749 shares; 2025Q3: 12,778 shares; 2025Q4: 12,911 shares; 2026Q1: 13,697 shares 13,697 $394K 0.01% +786 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,195 shares 7,195 $391K 0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,222 shares; 2024Q4: 7,450 shares; 2025Q1: 6,427 shares; 2025Q2: 4,938 shares; 2025Q3: 3,717 shares; 2025Q4: 2,557 shares; 2026Q1: 2,167 shares 2,167 $390K 0.01% -390 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 12,406 shares; 2025Q1: 12,581 shares; 2025Q2: 9,764 shares; 2025Q3: 10,944 shares; 2025Q4: 15,127 shares; 2026Q1: 15,741 shares 15,741 $390K 0.01% +614 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553,708 shares; 2024Q4: 548,211 shares; 2025Q1: 561,468 shares; 2025Q2: 491,422 shares; 2025Q3: 9,434 shares; 2025Q4: 8,675 shares; 2026Q1: 8,313 shares 8,313 $389K 0.01% -362 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,987 shares; 2025Q3: 11,208 shares; 2025Q4: 11,506 shares; 2026Q1: 11,793 shares 11,793 $389K 0.01% +287 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 963 shares; 2025Q1: 966 shares; 2025Q2: 999 shares; 2025Q3: 2,331 shares; 2025Q4: 3,185 shares; 2026Q1: 4,137 shares 4,137 $387K 0.01% +952 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 5,526 shares; 2025Q1: 5,480 shares; 2025Q2: 5,416 shares; 2025Q3: 5,907 shares; 2025Q4: 5,932 shares; 2026Q1: 5,958 shares 5,958 $386K 0.01% +26 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,813 shares; 2024Q4: 14,150 shares; 2025Q1: 11,949 shares; 2025Q2: 5,179 shares; 2025Q3: 5,105 shares; 2025Q4: 4,962 shares; 2026Q1: 4,881 shares 4,881 $384K 0.01% -81 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,876 shares; 2025Q1: 3,636 shares; 2025Q2: 6,336 shares; 2025Q3: 8,819 shares; 2025Q4: 8,819 shares; 2026Q1: 8,196 shares 8,196 $383K 0.01% -623 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,979 shares; 2024Q4: 26,234 shares; 2025Q1: 25,974 shares; 2025Q2: 18,634 shares; 2025Q3: 16,018 shares; 2025Q4: 16,095 shares; 2026Q1: 17,719 shares 17,719 $382K 0.01% +1,624 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,645 shares; 2024Q4: 23,885 shares; 2025Q1: 14,659 shares; 2025Q2: 8,402 shares; 2025Q3: 8,425 shares; 2025Q4: 8,305 shares; 2026Q1: 8,298 shares 8,298 $381K 0.01% -7 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,331 shares; 2025Q1: 3,814 shares; 2025Q2: 3,054 shares; 2025Q3: 2,409 shares; 2025Q4: 2,421 shares; 2026Q1: 2,868 shares 2,868 $379K 0.01% +447 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,632 shares; 2025Q1: 8,632 shares; 2025Q2: 4,845 shares; 2025Q3: 10,869 shares; 2025Q4: 10,926 shares; 2026Q1: 10,926 shares 10,926 $376K 0.01% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,940 shares; 2026Q1: 2,578 shares 2,578 $374K 0.01% +638 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,324 shares; 2026Q1: 20,324 shares 20,324 $373K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,780 shares; 2024Q4: 30,451 shares; 2025Q1: 33,417 shares; 2025Q2: 20,044 shares; 2025Q3: 19,551 shares; 2025Q4: 12,544 shares; 2026Q1: 12,953 shares 12,953 $372K 0.01% +409 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,460 shares; 2025Q1: 5,031 shares; 2025Q2: 4,748 shares; 2025Q3: 4,587 shares; 2025Q4: 2,848 shares; 2026Q1: 2,754 shares 2,754 $365K 0.01% -94 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 7,184 shares; 2025Q1: 7,086 shares; 2025Q2: 7,186 shares; 2025Q3: 5,479 shares; 2025Q4: 5,854 shares; 2026Q1: 6,472 shares 6,472 $364K 0.01% +618 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,356 shares; 2025Q4: 13,451 shares; 2026Q1: 13,966 shares 13,966 $363K 0.01% +515 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 5,187 shares; 2025Q1: 5,194 shares; 2025Q2: 6,376 shares; 2025Q3: 6,393 shares; 2025Q4: 8,517 shares; 2026Q1: 8,525 shares 8,525 $363K 0.01% +8 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,120 shares; 2025Q1: 9,953 shares; 2025Q2: 7,418 shares; 2025Q3: 4,783 shares; 2025Q4: 5,981 shares; 2026Q1: 6,171 shares 6,171 $363K 0.01% +190 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,914 shares; 2025Q1: 27,147 shares; 2025Q2: 6,728 shares; 2025Q3: 4,902 shares; 2025Q4: 5,739 shares; 2026Q1: 7,280 shares 7,280 $363K 0.01% +1,541 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 6,970 shares; 2025Q4: 6,970 shares; 2026Q1: 15,073 shares 15,073 $361K 0.01% +8,103 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,257 shares; 2025Q1: 2,369 shares; 2025Q2: 1,247 shares; 2025Q3: 1,201 shares; 2025Q4: 1,190 shares; 2026Q1: 1,233 shares 1,233 $358K 0.01% +43 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,583 shares; 2025Q4: 7,248 shares; 2026Q1: 7,196 shares 7,196 $358K 0.01% -52 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 6,622 shares; 2025Q1: 5,684 shares; 2025Q2: 4,773 shares; 2025Q3: 6,845 shares; 2025Q4: 7,662 shares; 2026Q1: 5,719 shares 5,719 $358K 0.01% -1,943 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,507 shares; 2024Q4: 37,700 shares; 2025Q1: 37,700 shares; 2025Q2: 39,200 shares; 2025Q3: 39,200 shares; 2025Q4: 45,600 shares; 2026Q1: 45,600 shares 45,600 $354K 0.01% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,538 shares; 2024Q4: 25,939 shares; 2025Q1: 25,363 shares; 2025Q2: 24,448 shares; 2025Q3: 22,494 shares; 2025Q4: 20,026 shares; 2026Q1: 18,417 shares 18,417 $350K 0.01% -1,609 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,616 shares; 2025Q1: 6,616 shares; 2025Q2: 7,168 shares; 2025Q3: 7,168 shares; 2025Q4: 7,143 shares; 2026Q1: 6,818 shares 6,818 $344K 0.01% -325 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,322 shares; 2025Q1: 10,028 shares; 2025Q2: 9,241 shares; 2025Q3: 6,677 shares; 2025Q4: 4,325 shares; 2026Q1: 4,247 shares 4,247 $344K 0.01% -78 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 12,444 shares; 2025Q1: 12,238 shares; 2025Q2: 9,899 shares; 2025Q3: 9,794 shares; 2025Q4: 10,643 shares; 2026Q1: 12,817 shares 12,817 $341K 0.01% +2,174 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,241 shares; 2024Q4: 8,644 shares; 2025Q1: 7,818 shares; 2025Q2: 7,159 shares; 2025Q3: 7,104 shares; 2025Q4: 7,115 shares; 2026Q1: 7,410 shares 7,410 $340K 0.01% +295 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 549 shares; 2025Q1: 2,109 shares; 2025Q2: 1,943 shares; 2025Q3: 2,877 shares; 2025Q4: 5,281 shares; 2026Q1: 4,664 shares 4,664 $338K 0.01% -617 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $337K 0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,444 shares; 2025Q1: 3,443 shares; 2025Q2: 3,438 shares; 2025Q3: 3,300 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares 2,109 $337K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,610 shares; 2024Q4: 6,420 shares; 2025Q1: 13,444 shares; 2025Q2: 1,797 shares; 2025Q3: 1,972 shares; 2025Q4: 1,973 shares; 2026Q1: 1,656 shares 1,656 $336K 0.01% -317 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,414 shares; 2024Q4: 14,813 shares; 2025Q1: 11,127 shares; 2025Q2: 10,934 shares; 2025Q3: 10,690 shares; 2025Q4: 10,690 shares; 2026Q1: 10,690 shares 10,690 $334K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 716 shares; 2025Q1: 692 shares; 2025Q2: 745 shares; 2025Q3: 993 shares; 2025Q4: 934 shares; 2026Q1: 838 shares 838 $332K 0.01% -96 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,744 shares; 2025Q1: 3,172 shares; 2025Q2: 733 shares; 2025Q3: 12,311 shares; 2025Q4: 2,426 shares; 2026Q1: 3,751 shares 3,751 $332K 0.01% +1,325 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,814 shares; 2025Q1: 5,873 shares; 2025Q2: 4,069 shares; 2025Q3: 6,218 shares; 2025Q4: 2,784 shares; 2026Q1: 2,633 shares 2,633 $330K 0.01% -151 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 11,045 shares; 2025Q1: 11,034 shares; 2025Q2: 3,382 shares; 2025Q3: 3,977 shares; 2025Q4: 3,847 shares; 2026Q1: 3,891 shares 3,891 $330K 0.01% +44 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,816 shares; 2025Q1: 16,512 shares; 2025Q2: 9,533 shares; 2025Q3: 10,775 shares; 2025Q4: 705 shares; 2026Q1: 666 shares 666 $330K 0.01% -39 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,684 shares; 2024Q4: 17,684 shares; 2025Q1: 17,684 shares; 2025Q2: 17,684 shares; 2025Q3: 17,684 shares; 2025Q4: 17,684 shares; 2026Q1: 17,709 shares 17,709 $330K 0.01% +25 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 3,997 shares; 2025Q1: 4,473 shares; 2025Q2: 4,506 shares; 2025Q3: 6,223 shares; 2025Q4: 5,424 shares; 2026Q1: 5,392 shares 5,392 $330K 0.01% -32 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,192 shares 13,192 $328K 0.01% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 146 shares; 2025Q1: 134 shares; 2025Q2: 132 shares; 2025Q3: 137 shares; 2025Q4: 1,126 shares; 2026Q1: 3,487 shares 3,487 $328K 0.01% +2,361 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 573 shares; 2025Q1: 563 shares; 2025Q2: 72 shares; 2025Q3: 70 shares; 2025Q4: 11 shares; 2026Q1: 1,530 shares 1,530 $328K 0.01% +1,519 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,393 shares; 2024Q4: 8,576 shares; 2025Q1: 7,113 shares; 2025Q2: 11,988 shares; 2025Q3: 11,988 shares; 2025Q4: 11,988 shares; 2026Q1: 11,988 shares 11,988 $328K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,951 shares; 2025Q1: 1,710 shares; 2025Q2: 1,371 shares; 2025Q3: 1,376 shares; 2025Q4: 1,380 shares; 2026Q1: 1,458 shares 1,458 $327K 0.01% +78 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 6,880 shares; 2025Q4: 8,655 shares; 2026Q1: 9,523 shares 9,523 $326K 0.01% +868 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,078 shares; 2025Q2: 2,083 shares; 2025Q3: 2,041 shares; 2025Q4: 1,986 shares; 2026Q1: 1,997 shares 1,997 $324K 0.01% +11 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 4,643 shares; 2025Q1: 346 shares; 2025Q2: 102 shares; 2025Q3: 763 shares; 2025Q4: 678 shares; 2026Q1: 598 shares 598 $324K 0.01% -80 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 11,849 shares; 2025Q1: 53,959 shares; 2025Q2: 3,316 shares; 2025Q3: 3,565 shares; 2025Q4: 4,904 shares; 2026Q1: 3,713 shares 3,713 $322K 0.01% -1,191 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 666 shares; 2025Q2: 2,796 shares; 2025Q3: 5,710 shares; 2025Q4: 5,510 shares; 2026Q1: 5,440 shares 5,440 $321K 0.01% -70 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 2,862 shares; 2025Q1: 3,367 shares; 2025Q2: 1,540 shares; 2025Q3: 1,692 shares; 2025Q4: 1,548 shares; 2026Q1: 1,755 shares 1,755 $320K 0.01% +207 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 6,899 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares 6,900 $319K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,925 shares; 2024Q4: 4,174 shares; 2025Q1: 16,915 shares; 2025Q2: not reported; 2025Q3: 1,837 shares; 2025Q4: 1,689 shares; 2026Q1: 2,625 shares 2,625 $318K 0.01% +936 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 4,769 shares; 2025Q1: 4,769 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares; 2026Q1: 3,118 shares 3,118 $318K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,851 shares; 2024Q4: 6,783 shares; 2025Q1: 7,742 shares; 2025Q2: 6,562 shares; 2025Q3: 7,710 shares; 2025Q4: 6,314 shares; 2026Q1: 6,742 shares 6,742 $317K 0.01% +428 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,888 shares; 2025Q1: 6,362 shares; 2025Q2: 5,978 shares; 2025Q3: 5,963 shares; 2025Q4: 5,613 shares; 2026Q1: 4,895 shares 4,895 $316K 0.01% -718 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 116 shares; 2025Q1: 114 shares; 2025Q2: 722 shares; 2025Q3: 114 shares; 2025Q4: 2,137 shares; 2026Q1: 2,202 shares 2,202 $315K 0.01% +65 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,963 shares; 2024Q4: 12,001 shares; 2025Q1: 11,115 shares; 2025Q2: 10,023 shares; 2025Q3: 7,530 shares; 2025Q4: 7,003 shares; 2026Q1: 5,872 shares 5,872 $313K 0.01% -1,131 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,211 shares; 2024Q4: 19,537 shares; 2025Q1: 20,033 shares; 2025Q2: 20,392 shares; 2025Q3: 19,881 shares; 2025Q4: 20,276 shares; 2026Q1: 20,182 shares 20,182 $313K 0.01% -94 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 4,029 shares; 2025Q1: 8,463 shares; 2025Q2: 4,010 shares; 2025Q3: 8,544 shares; 2025Q4: 6,668 shares; 2026Q1: 4,509 shares 4,509 $312K 0.01% -2,159 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 658 shares; 2025Q1: 496 shares; 2025Q2: 438 shares; 2025Q3: 588 shares; 2025Q4: 590 shares; 2026Q1: 10,137 shares 10,137 $311K 0.01% +9,547 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 2,831 shares; 2025Q1: 4,391 shares; 2025Q2: 2,582 shares; 2025Q3: 3,004 shares; 2025Q4: 3,371 shares; 2026Q1: 2,126 shares 2,126 $311K 0.01% -1,245 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645,890 shares; 2024Q4: 640,737 shares; 2025Q1: 67,495 shares; 2025Q2: 14,114 shares; 2025Q3: 9,276 shares; 2025Q4: 8,188 shares; 2026Q1: 7,127 shares 7,127 $311K 0.01% -1,061 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,455 shares; 2024Q4: 9,455 shares; 2025Q1: 9,455 shares; 2025Q2: 9,455 shares; 2025Q3: 9,455 shares; 2025Q4: 9,455 shares; 2026Q1: 6,303 shares 6,303 $310K 0.01% -3,152 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,540 shares; 2025Q1: 1,310 shares; 2025Q2: 1,021 shares; 2025Q3: 1,029 shares; 2025Q4: 1,035 shares; 2026Q1: 1,025 shares 1,025 $310K 0.01% -10 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 4,442 shares; 2025Q1: 4,380 shares; 2025Q2: 3,817 shares; 2025Q3: 3,860 shares; 2025Q4: 3,907 shares; 2026Q1: 3,886 shares 3,886 $309K 0.01% -21 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,074 shares; 2024Q4: 18,744 shares; 2025Q1: 20,320 shares; 2025Q2: 16,634 shares; 2025Q3: 16,735 shares; 2025Q4: 20,133 shares; 2026Q1: 26,744 shares 26,744 $309K 0.01% +6,611 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 243 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 1,271 shares 1,271 $308K 0.01% +1,268 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,867 shares; 2025Q1: 3,800 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $307K 0.01% 0 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,735 shares; 2025Q1: 2,076 shares; 2025Q2: 2,330 shares; 2025Q3: 2,717 shares; 2025Q4: 2,625 shares; 2026Q1: 2,390 shares 2,390 $307K 0.01% -235 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 4,179 shares; 2025Q1: 4,180 shares; 2025Q2: 4,180 shares; 2025Q3: 4,181 shares; 2025Q4: 2,647 shares; 2026Q1: 2,647 shares 2,647 $306K 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,189 shares; 2025Q1: 8,297 shares; 2025Q2: 8,665 shares; 2025Q3: 7,895 shares; 2025Q4: 7,612 shares; 2026Q1: 8,417 shares 8,417 $305K 0.01% +805 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 10,500 shares; 2025Q2: 46,050 shares; 2025Q3: 43,500 shares; 2025Q4: 43,500 shares; 2026Q1: 40,500 shares 40,500 $305K 0.01% -3,000 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 6,461 shares; 2025Q1: 6,277 shares; 2025Q2: 5,019 shares; 2025Q3: 4,928 shares; 2025Q4: 4,935 shares; 2026Q1: 4,937 shares 4,937 $304K 0.01% +2 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,318 shares; 2025Q2: 3,955 shares; 2025Q3: 3,966 shares; 2025Q4: 25,937 shares; 2026Q1: 13,248 shares 13,248 $304K 0.01% -12,689 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 7,042 shares; 2025Q1: 3,300 shares; 2025Q2: 4,300 shares; 2025Q3: 35,677 shares; 2025Q4: 46,477 shares; 2026Q1: 42,852 shares 42,852 $298K 0.01% -3,625 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,584 shares; 2024Q4: 16,082 shares; 2025Q1: 18,941 shares; 2025Q2: 16,189 shares; 2025Q3: 13,549 shares; 2025Q4: 14,299 shares; 2026Q1: 17,398 shares 17,398 $298K 0.01% +3,099 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,180 shares; 2025Q1: 5,171 shares; 2025Q2: 5,139 shares; 2025Q3: 5,143 shares; 2025Q4: 5,110 shares; 2026Q1: 5,080 shares 5,080 $297K 0.01% -30 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409 shares; 2025Q3: 411 shares; 2025Q4: 1,320 shares; 2026Q1: 1,159 shares 1,159 $296K 0.01% -161 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,631 shares; 2024Q4: 10,631 shares; 2025Q1: 10,631 shares; 2025Q2: 10,631 shares; 2025Q3: 5,661 shares; 2025Q4: 5,631 shares; 2026Q1: 5,631 shares 5,631 $295K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,683 shares; 2025Q1: 3,724 shares; 2025Q2: 3,095 shares; 2025Q3: 3,334 shares; 2025Q4: 3,272 shares; 2026Q1: 3,046 shares 3,046 $295K 0.01% -226 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 13,993 shares; 2025Q1: 11,684 shares; 2025Q2: 6,551 shares; 2025Q3: 6,616 shares; 2025Q4: 10,072 shares; 2026Q1: 10,078 shares 10,078 $293K 0.01% +6 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,429 shares; 2025Q1: 4,826 shares; 2025Q2: 4,837 shares; 2025Q3: 4,851 shares; 2025Q4: 4,859 shares; 2026Q1: 5,074 shares 5,074 $292K 0.01% +215 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,674 shares; 2025Q1: 7,786 shares; 2025Q2: 7,761 shares; 2025Q3: 8,481 shares; 2025Q4: 12,175 shares; 2026Q1: 13,772 shares 13,772 $291K 0.01% +1,597 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,949 shares; 2025Q1: 2,656 shares; 2025Q2: 1,928 shares; 2025Q3: 1,235 shares; 2025Q4: 1,876 shares; 2026Q1: 1,236 shares 1,236 $289K 0.01% -640 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,864 shares; 2024Q4: 17,864 shares; 2025Q1: 17,864 shares; 2025Q2: 4,473 shares; 2025Q3: 4,473 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares 4,473 $285K 0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 679 shares; 2025Q2: 4,102 shares; 2025Q3: 4,025 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares 4,175 $284K 0.01% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,902 shares; 2025Q4: 8,962 shares; 2026Q1: 8,962 shares 8,962 $283K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 7,565 shares; 2025Q1: 7,157 shares; 2025Q2: 4,088 shares; 2025Q3: 3,937 shares; 2025Q4: 3,828 shares; 2026Q1: 3,380 shares 3,380 $283K 0.01% -448 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 3,199 shares; 2025Q1: 3,667 shares; 2025Q2: 4,084 shares; 2025Q3: 4,715 shares; 2025Q4: 4,974 shares; 2026Q1: 2,546 shares 2,546 $282K 0.01% -2,428 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,475 shares; 2025Q1: 2,675 shares; 2025Q2: 1,177 shares; 2025Q3: 1,455 shares; 2025Q4: 1,364 shares; 2026Q1: 1,351 shares 1,351 $282K 0.01% -13 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 21 shares; 2025Q2: 553 shares; 2025Q3: 22 shares; 2025Q4: 27 shares; 2026Q1: 1,934 shares 1,934 $280K 0.01% +1,907 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 7,141 shares; 2025Q1: 7,009 shares; 2025Q2: 7,060 shares; 2025Q3: 6,994 shares; 2025Q4: 6,982 shares; 2026Q1: 6,975 shares 6,975 $277K 0.01% -7 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 8,550 shares; 2025Q1: 4,301 shares; 2025Q2: 2,698 shares; 2025Q3: 2,432 shares; 2025Q4: 1,511 shares; 2026Q1: 1,598 shares 1,598 $276K 0.01% +87 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,633 shares; 2025Q1: 1,628 shares; 2025Q2: 959 shares; 2025Q3: 911 shares; 2025Q4: 913 shares; 2026Q1: 903 shares 903 $275K 0.01% -10 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 1,320 shares; 2025Q1: 1,349 shares; 2025Q2: 836 shares; 2025Q3: 782 shares; 2025Q4: 817 shares; 2026Q1: 913 shares 913 $270K 0.01% +96 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,233 shares; 2024Q4: 92,144 shares; 2025Q1: 112,389 shares; 2025Q2: 157,875 shares; 2025Q3: 182,514 shares; 2025Q4: 102,050 shares; 2026Q1: 102,608 shares 102,608 $268K 0.01% +558 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660,746 shares; 2024Q4: 682,020 shares; 2025Q1: 681,031 shares; 2025Q2: 288,779 shares; 2025Q3: 3,749 shares; 2025Q4: 4,608 shares; 2026Q1: 4,557 shares 4,557 $267K 0.01% -51 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,103 shares; 2025Q1: 3,124 shares; 2025Q2: 3,092 shares; 2025Q3: 3,199 shares; 2025Q4: 3,221 shares; 2026Q1: 3,491 shares 3,491 $263K 0.01% +270 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,089 shares; 2025Q1: 2,089 shares; 2025Q2: 1,264 shares; 2025Q3: 4,114 shares; 2025Q4: 4,939 shares; 2026Q1: 4,939 shares 4,939 $263K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 694 shares; 2025Q1: 684 shares; 2025Q2: 560 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 485 shares 485 $261K 0.01% -21 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $259K 0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 11,000 shares; 2025Q2: 12,000 shares; 2025Q3: 16,500 shares; 2025Q4: 20,000 shares; 2026Q1: 21,000 shares 21,000 $259K 0.01% +1,000 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 354 shares; 2025Q1: 8,788 shares; 2025Q2: 8,439 shares; 2025Q3: 7,164 shares; 2025Q4: 7,614 shares; 2026Q1: 7,614 shares 7,614 $258K 0.01% 0 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,737 shares; 2024Q4: 137,736 shares; 2025Q1: 135,278 shares; 2025Q2: 88,558 shares; 2025Q3: 80,804 shares; 2025Q4: 32,239 shares; 2026Q1: 6,528 shares 6,528 $257K 0.01% -25,711 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 3,988 shares; 2025Q1: 3,966 shares; 2025Q2: 5,316 shares; 2025Q3: 5,395 shares; 2025Q4: 5,355 shares; 2026Q1: 5,461 shares 5,461 $255K 0.01% +106 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,774 shares; 2024Q4: 9,774 shares; 2025Q1: 7,112 shares; 2025Q2: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 7,112 shares; 2026Q1: 6,392 shares 6,392 $255K 0.01% -720 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,934 shares; 2024Q4: 24,431 shares; 2025Q1: 23,035 shares; 2025Q2: 15,035 shares; 2025Q3: 17,544 shares; 2025Q4: 6,224 shares; 2026Q1: 916 shares 916 $255K 0.01% -5,308 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,211 shares; 2024Q4: 6,504 shares; 2025Q1: 6,477 shares; 2025Q2: 6,305 shares; 2025Q3: 5,271 shares; 2025Q4: 5,289 shares; 2026Q1: 5,413 shares 5,413 $254K 0.01% +124 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,802 shares; 2024Q4: 12,979 shares; 2025Q1: 8,061 shares; 2025Q2: 8,061 shares; 2025Q3: 8,061 shares; 2025Q4: 8,061 shares; 2026Q1: 8,061 shares 8,061 $254K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 853 shares; 2025Q1: 764 shares; 2025Q2: 654 shares; 2025Q3: 1,386 shares; 2025Q4: 2,459 shares; 2026Q1: 1,668 shares 1,668 $252K 0.01% -791 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 840 shares; 2025Q1: 836 shares; 2025Q2: 899 shares; 2025Q3: 894 shares; 2025Q4: 917 shares; 2026Q1: 920 shares 920 $251K 0.01% +3 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 29,627 shares; 2025Q1: 26,471 shares; 2025Q2: 9,333 shares; 2025Q3: 9,343 shares; 2025Q4: 9,706 shares; 2026Q1: 9,975 shares 9,975 $250K 0.01% +269 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 1,422 shares; 2025Q1: 1,376 shares; 2025Q2: 1,834 shares; 2025Q3: 1,835 shares; 2025Q4: 2,229 shares; 2026Q1: 2,224 shares 2,224 $250K 0.01% -5 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,118 shares; 2024Q4: 115,192 shares; 2025Q1: 113,210 shares; 2025Q2: 89,011 shares; 2025Q3: 82,896 shares; 2025Q4: 5,975 shares; 2026Q1: 5,860 shares 5,860 $249K 0.01% -115 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 612 shares; 2025Q4: 784 shares; 2026Q1: 778 shares 778 $248K 0.01% -6 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,374 shares; 2025Q1: 2,844 shares; 2025Q2: 1,690 shares; 2025Q3: 1,590 shares; 2025Q4: 1,095 shares; 2026Q1: 1,136 shares 1,136 $246K 0.01% +41 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,575 shares; 2025Q1: 5,579 shares; 2025Q2: 3,794 shares; 2025Q3: 621 shares; 2025Q4: 542 shares; 2026Q1: 212 shares 212 $245K 0.01% -330 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,065 shares; 2025Q1: 2,504 shares; 2025Q2: 2,456 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,582 shares 2,582 $244K 0.01% +52 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 24,264 shares; 2025Q1: 19,591 shares; 2025Q2: 395 shares; 2025Q3: 20,640 shares; 2025Q4: 951 shares; 2026Q1: 1,228 shares 1,228 $243K 0.01% +277 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 5,765 shares; 2025Q1: 5,028 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares; 2026Q1: 4,966 shares 4,966 $243K 0.01% 0 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,337 shares; 2025Q3: 2,496 shares; 2025Q4: 2,669 shares; 2026Q1: 2,752 shares 2,752 $243K 0.01% +83 Leuthold Core ETF Leuthold Core ETF More: the full row for Leuthold Core ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,131 shares; 2024Q4: 150,064 shares; 2025Q1: not reported; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 6,371 shares; 2026Q1: 6,503 shares 6,503 $242K 0.01% +132 OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,276 shares; 2024Q4: 19,171 shares; 2025Q1: 12,435 shares; 2025Q2: 7,477 shares; 2025Q3: 5,121 shares; 2025Q4: 5,706 shares; 2026Q1: 5,705 shares 5,705 $241K 0.01% -1 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 5,365 shares; 2025Q1: 9,123 shares; 2025Q2: 8,362 shares; 2025Q3: 8,950 shares; 2025Q4: 8,984 shares; 2026Q1: 8,979 shares 8,979 $240K 0.01% -5 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 11,071 shares; 2025Q1: 32,604 shares; 2025Q2: 5,287 shares; 2025Q3: 5,331 shares; 2025Q4: 13,011 shares; 2026Q1: 2,437 shares 2,437 $240K 0.01% -10,574 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $239K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 15,259 shares; 2025Q1: 16,720 shares; 2025Q2: 17,405 shares; 2025Q3: 18,484 shares; 2025Q4: 19,546 shares; 2026Q1: 2,034 shares 2,034 $239K 0.01% -17,512 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares; 2026Q1: 4,300 shares 4,300 $238K 0.01% +400 Timeline OCTP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,025 shares; 2026Q1: 8,024 shares 8,024 $238K 0.01% -1 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,316 shares; 2025Q1: 5,666 shares; 2025Q2: 5,666 shares; 2025Q3: 5,666 shares; 2025Q4: 5,666 shares; 2026Q1: 5,666 shares 5,666 $236K 0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 943 shares; 2026Q1: 9,257 shares 9,257 $234K 0.01% +8,314 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 439 shares; 2025Q2: 440 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 427 shares 427 $232K 0.01% -1 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 6,121 shares; 2025Q4: 5,875 shares; 2026Q1: 5,700 shares 5,700 $232K 0.01% -175 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 2,813 shares; 2026Q1: 2,913 shares 2,913 $231K 0.01% +100 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,139 shares; 2025Q3: 1,150 shares; 2025Q4: 1,159 shares; 2026Q1: 2,666 shares 2,666 $230K 0.01% +1,507 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,282 shares; 2024Q4: 32,282 shares; 2025Q1: 25,685 shares; 2025Q2: 25,665 shares; 2025Q3: 25,665 shares; 2025Q4: 10,261 shares; 2026Q1: 8,639 shares 8,639 $230K 0.01% -1,622 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,858 shares; 2024Q4: 43,644 shares; 2025Q1: 38,167 shares; 2025Q2: 6,315 shares; 2025Q3: 5,903 shares; 2025Q4: 5,668 shares; 2026Q1: 5,390 shares 5,390 $229K 0.01% -278 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 629 shares; 2025Q1: 2,877 shares; 2025Q2: 4,425 shares; 2025Q3: 5,855 shares; 2025Q4: 4,731 shares; 2026Q1: 4,462 shares 4,462 $226K 0.01% -269 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 4,771 shares; 2025Q1: 4,687 shares; 2025Q2: 3,967 shares; 2025Q3: 3,967 shares; 2025Q4: 3,963 shares; 2026Q1: 3,922 shares 3,922 $226K 0.01% -41 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 4,072 shares; 2025Q1: 3,947 shares; 2025Q2: 3,947 shares; 2025Q3: 5,224 shares; 2025Q4: 5,224 shares; 2026Q1: 5,224 shares 5,224 $225K 0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 4,181 shares; 2025Q1: 2,493 shares; 2025Q2: 2,244 shares; 2025Q3: 2,782 shares; 2025Q4: 2,783 shares; 2026Q1: 2,465 shares 2,465 $223K 0.01% -318 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,478 shares; 2025Q1: 18,652 shares; 2025Q2: 18,954 shares; 2025Q3: 18,570 shares; 2025Q4: 21,164 shares; 2026Q1: 26,919 shares 26,919 $222K 0.01% +5,755 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 117,091 shares; 2025Q2: 122,057 shares; 2025Q3: 3,337 shares; 2025Q4: 3,731 shares; 2026Q1: 3,581 shares 3,581 $222K 0.01% -150 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,530 shares; 2024Q4: 39,270 shares; 2025Q1: 73,398 shares; 2025Q2: 69,685 shares; 2025Q3: 42,149 shares; 2025Q4: 35,396 shares; 2026Q1: 4,962 shares 4,962 $220K 0.01% -30,434 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,005 shares; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 2,205 shares; 2025Q4: 2,007 shares; 2026Q1: 2,257 shares 2,257 $219K 0.01% +250 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,066 shares 20,066 $219K 0.01% new Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,627 shares; 2025Q1: 5,678 shares; 2025Q2: 5,345 shares; 2025Q3: 5,345 shares; 2025Q4: 5,345 shares; 2026Q1: 5,345 shares 5,345 $218K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 4,066 shares; 2025Q1: 1,662 shares; 2025Q2: 2,123 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,565 shares 1,565 $218K 0.01% +2 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,188 shares; 2024Q4: 9,916 shares; 2025Q1: 10,710 shares; 2025Q2: 9,709 shares; 2025Q3: 10,495 shares; 2025Q4: 10,391 shares; 2026Q1: 10,640 shares 10,640 $218K 0.01% +249 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 878 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 1,990 shares 1,990 $215K 0.01% +1,490 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 5,207 shares; 2025Q1: 5,653 shares; 2025Q2: 3,469 shares; 2025Q3: 3,561 shares; 2025Q4: 3,031 shares; 2026Q1: 2,654 shares 2,654 $215K 0.01% -377 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,400 shares 13,400 $215K 0.01% +400 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,289 shares; 2025Q1: 1,444 shares; 2025Q2: 3,072 shares; 2025Q3: 3,110 shares; 2025Q4: 2,520 shares; 2026Q1: 2,296 shares 2,296 $214K 0.01% -224 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,018 shares; 2025Q1: 3,382 shares; 2025Q2: 3,386 shares; 2025Q3: 3,387 shares; 2025Q4: 3,139 shares; 2026Q1: 3,141 shares 3,141 $214K 0.01% +2 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,360 shares; 2025Q1: 4,565 shares; 2025Q2: 6,856 shares; 2025Q3: 5,637 shares; 2025Q4: 6,025 shares; 2026Q1: 5,323 shares 5,323 $213K 0.01% -702 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,027 shares; 2025Q1: 8,027 shares; 2025Q2: 8,025 shares; 2025Q3: 8,025 shares; 2025Q4: 8,028 shares; 2026Q1: 8,027 shares 8,027 $213K 0.01% -1 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,074 shares; 2024Q4: 11,884 shares; 2025Q1: 12,862 shares; 2025Q2: 9,721 shares; 2025Q3: 4,405 shares; 2025Q4: 3,294 shares; 2026Q1: 5,792 shares 5,792 $213K 0.01% +2,498 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 2,321 shares; 2025Q1: 2,583 shares; 2025Q2: 2,850 shares; 2025Q3: 3,001 shares; 2025Q4: 1,107 shares; 2026Q1: 801 shares 801 $213K 0.01% -306 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,122 shares; 2024Q4: 6,190 shares; 2025Q1: 12,591 shares; 2025Q2: 4,071 shares; 2025Q3: 4,052 shares; 2025Q4: 2,386 shares; 2026Q1: 1,253 shares 1,253 $212K 0.01% -1,133 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,275 shares; 2024Q4: 9,456 shares; 2025Q1: 9,872 shares; 2025Q2: 5,237 shares; 2025Q3: 6,492 shares; 2025Q4: 5,213 shares; 2026Q1: 3,998 shares 3,998 $211K 0.01% -1,215 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 3,751 shares; 2025Q1: 2,535 shares; 2025Q2: 2,551 shares; 2025Q3: 2,221 shares; 2025Q4: 4,447 shares; 2026Q1: 4,395 shares 4,395 $211K 0.01% -52 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 5,130 shares; 2025Q1: 5,148 shares; 2025Q2: 5,089 shares; 2025Q3: 4,716 shares; 2025Q4: 2,119 shares; 2026Q1: 3,525 shares 3,525 $210K 0.01% +1,406 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 762 shares; 2025Q1: 1,250 shares; 2025Q2: 854 shares; 2025Q3: 855 shares; 2025Q4: 1,293 shares; 2026Q1: 356 shares 356 $209K 0.01% -937 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,007 shares; 2024Q4: 51,865 shares; 2025Q1: 26,137 shares; 2025Q2: 17,031 shares; 2025Q3: 14,808 shares; 2025Q4: 9,367 shares; 2026Q1: 9,403 shares 9,403 $205K 0.01% +36 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 259 shares; 2025Q4: 59 shares; 2026Q1: 1,859 shares 1,859 $205K 0.01% +1,800 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 8,461 shares 8,461 $204K 0.01% +7,040 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,053 shares; 2024Q4: 7,204 shares; 2025Q1: 7,204 shares; 2025Q2: 6,988 shares; 2025Q3: 3,373 shares; 2025Q4: 2,685 shares; 2026Q1: 2,685 shares 2,685 $203K 0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,315 shares; 2024Q4: 9,315 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 5,204 shares 5,204 $202K 0.01% +3,989 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 2,808 shares; 2025Q1: 2,144 shares; 2025Q2: 2,057 shares; 2025Q3: 2,384 shares; 2025Q4: 2,648 shares; 2026Q1: 3,863 shares 3,863 $201K 0.01% +1,215 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,875 shares; 2025Q1: 1,897 shares; 2025Q2: 877 shares; 2025Q3: 1,079 shares; 2025Q4: 1,681 shares; 2026Q1: 1,582 shares 1,582 $200K 0.01% -99 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,403 shares; 2024Q4: 9,562 shares; 2025Q1: 9,726 shares; 2025Q2: 9,906 shares; 2025Q3: 12,384 shares; 2025Q4: 12,565 shares; 2026Q1: 12,757 shares 12,757 $199K 0.01% +192 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 928 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 887 shares; 2025Q4: 873 shares; 2026Q1: 920 shares 920 $199K 0.01% +47 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 3,214 shares; 2025Q1: 3,257 shares; 2025Q2: 3,263 shares; 2025Q3: 3,264 shares; 2025Q4: 3,299 shares; 2026Q1: 3,352 shares 3,352 $198K 0.01% +53 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 52 shares; 2025Q1: 63 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 52 shares; 2026Q1: 30 shares 30 $198K 0.01% -22 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,353 shares; 2025Q1: 2,357 shares; 2025Q2: 2,460 shares; 2025Q3: 2,633 shares; 2025Q4: 2,636 shares; 2026Q1: 2,640 shares 2,640 $197K 0.01% +4 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,474 shares; 2024Q4: 32,219 shares; 2025Q1: 26,434 shares; 2025Q2: 6,581 shares; 2025Q3: 4,373 shares; 2025Q4: 4,373 shares; 2026Q1: 4,373 shares 4,373 $196K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 5,756 shares; 2025Q1: 4,645 shares; 2025Q2: 4,192 shares; 2025Q3: 4,116 shares; 2025Q4: 3,123 shares; 2026Q1: 2,752 shares 2,752 $195K 0.01% -371 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 3,101 shares; 2025Q1: 2,980 shares; 2025Q2: 46,997 shares; 2025Q3: 2,427 shares; 2025Q4: 2,480 shares; 2026Q1: 2,424 shares 2,424 $194K 0.01% -56 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares 2,168 $194K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 4,396 shares; 2025Q1: 6,357 shares; 2025Q2: 4,892 shares; 2025Q3: 4,703 shares; 2025Q4: 2,229 shares; 2026Q1: 2,660 shares 2,660 $194K 0.01% +431 Timeline SMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,196 shares; 2026Q1: 7,198 shares 7,198 $193K 0.01% +2 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,285 shares; 2025Q1: 273 shares; 2025Q2: 6,104 shares; 2025Q3: 7,113 shares; 2025Q4: 688 shares; 2026Q1: 398 shares 398 $193K 0.01% -290 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,526 shares; 2025Q1: 3,522 shares; 2025Q2: 2,624 shares; 2025Q3: 2,075 shares; 2025Q4: 2,088 shares; 2026Q1: 2,083 shares 2,083 $192K 0.01% -5 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,930 shares; 2025Q2: 5,930 shares; 2025Q3: 5,930 shares; 2025Q4: 5,930 shares; 2026Q1: 5,930 shares 5,930 $191K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,205 shares; 2025Q1: 3,977 shares; 2025Q2: 3,801 shares; 2025Q3: 3,592 shares; 2025Q4: 2,633 shares; 2026Q1: 2,536 shares 2,536 $191K 0.01% -97 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 458 shares; 2025Q1: 3,989 shares; 2025Q2: 3,826 shares; 2025Q3: 7,955 shares; 2025Q4: 7,666 shares; 2026Q1: 7,622 shares 7,622 $190K 0.01% -44 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,777 shares; 2025Q1: 3,149 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares 3,150 $189K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,415 shares; 2025Q1: 3,896 shares; 2025Q2: 5,193 shares; 2025Q3: 4,803 shares; 2025Q4: 3,759 shares; 2026Q1: 3,815 shares 3,815 $189K 0.01% +56 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 2,044 shares; 2025Q1: 1,846 shares; 2025Q2: 26,478 shares; 2025Q3: 32,437 shares; 2025Q4: 3,632 shares; 2026Q1: 4,075 shares 4,075 $189K 0.01% +443 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 1,964 shares; 2025Q1: 2,335 shares; 2025Q2: 982 shares; 2025Q3: 1,043 shares; 2025Q4: 1,711 shares; 2026Q1: 1,755 shares 1,755 $188K 0.01% +44 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,785 shares; 2025Q3: 1,685 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $188K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 5,998 shares; 2025Q1: 7,424 shares; 2025Q2: 4,272 shares; 2025Q3: 4,314 shares; 2025Q4: 5,226 shares; 2026Q1: 4,476 shares 4,476 $186K 0.01% -750 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 263 shares; 2025Q4: 2,837 shares; 2026Q1: 6,042 shares 6,042 $186K 0.01% +3,205 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 373 shares; 2025Q1: 421 shares; 2025Q2: 996 shares; 2025Q3: 804 shares; 2025Q4: 793 shares; 2026Q1: 902 shares 902 $186K 0.01% +109 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 16,472 shares 16,472 $186K 0.01% +12,472 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares 1,151 $185K 0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,769 shares; 2025Q1: 2,864 shares; 2025Q2: 2,701 shares; 2025Q3: 2,720 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares 2,760 $185K 0.01% 0 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,600 shares; 2025Q3: 2,400 shares; 2025Q4: 2,102 shares; 2026Q1: 1,602 shares 1,602 $185K 0.01% -500 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 860 shares; 2025Q1: 1,158 shares; 2025Q2: 1,200 shares; 2025Q3: 964 shares; 2025Q4: 971 shares; 2026Q1: 948 shares 948 $184K 0.01% -23 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,490 shares; 2025Q1: 11,480 shares; 2025Q2: 6,249 shares; 2025Q3: 6,694 shares; 2025Q4: 7,725 shares; 2026Q1: 7,742 shares 7,742 $184K 0.01% +17 Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 752 shares; 2025Q1: 756 shares; 2025Q2: 1,106 shares; 2025Q3: 1,108 shares; 2025Q4: 1,111 shares; 2026Q1: 1,109 shares 1,109 $184K 0.01% -2 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares 8,150 $184K 0.01% 0 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 2,823 shares; 2025Q1: 2,716 shares; 2025Q2: 1,607 shares; 2025Q3: 1,607 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares 1,608 $183K 0.01% 0 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,679 shares 5,679 $183K 0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,675 shares; 2025Q1: 1,671 shares; 2025Q2: 1,674 shares; 2025Q3: 1,675 shares; 2025Q4: 1,561 shares; 2026Q1: 1,562 shares 1,562 $183K 0.01% +1 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 6,613 shares; 2025Q1: 5,774 shares; 2025Q2: 4,295 shares; 2025Q3: 3,792 shares; 2025Q4: 3,474 shares; 2026Q1: 3,195 shares 3,195 $183K 0.01% -279 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $183K 0.01% 0 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 4,906 shares; 2025Q1: 4,910 shares; 2025Q2: 4,138 shares; 2025Q3: 3,961 shares; 2025Q4: 3,979 shares; 2026Q1: 3,987 shares 3,987 $182K 0.01% +8 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,015 shares; 2025Q1: 1,174 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $182K 0.01% 0 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,501 shares; 2025Q1: 15,356 shares; 2025Q2: 11,057 shares; 2025Q3: 9,907 shares; 2025Q4: 8,376 shares; 2026Q1: 7,639 shares 7,639 $181K 0.01% -737 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,747 shares; 2024Q4: 21,416 shares; 2025Q1: 80,581 shares; 2025Q2: 58,561 shares; 2025Q3: 48,761 shares; 2025Q4: 37,153 shares; 2026Q1: 3,822 shares 3,822 $181K 0.01% -33,331 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 867 shares; 2025Q1: 962 shares; 2025Q2: 1,120 shares; 2025Q3: 20,815 shares; 2025Q4: 24,671 shares; 2026Q1: 877 shares 877 $181K 0.01% -23,794 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 11,116 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $181K 0.01% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 4,190 shares; 2026Q1: 4,190 shares 4,190 $181K 0.01% 0 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,088 shares; 2024Q4: 12,800 shares; 2025Q1: 14,300 shares; 2025Q2: 18,300 shares; 2025Q3: 15,500 shares; 2025Q4: 16,000 shares; 2026Q1: 17,000 shares 17,000 $181K 0.01% +1,000 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,971 shares; 2024Q4: 70,613 shares; 2025Q1: 72,904 shares; 2025Q2: 82,315 shares; 2025Q3: 57,761 shares; 2025Q4: 7,822 shares; 2026Q1: 7,821 shares 7,821 $180K 0.01% -1 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 509 shares; 2026Q1: 1,032 shares 1,032 $180K 0.01% +523 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,419 shares; 2025Q1: 4,719 shares; 2025Q2: 4,430 shares; 2025Q3: 4,486 shares; 2025Q4: 4,545 shares; 2026Q1: 4,539 shares 4,539 $178K 0.01% -6 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 8,494 shares; 2025Q1: 66,090 shares; 2025Q2: 3,081 shares; 2025Q3: 3,329 shares; 2025Q4: 1,779 shares; 2026Q1: 1,501 shares 1,501 $178K 0.01% -278 Timeline JANP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,563 shares 5,563 $178K 0.01% new Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,414 shares 4,414 $177K 0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 307 shares; 2025Q1: 304 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares 708 $176K 0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,360 shares; 2025Q1: 1,361 shares; 2025Q2: 1,926 shares; 2025Q3: 1,906 shares; 2025Q4: 3,906 shares; 2026Q1: 3,455 shares 3,455 $176K 0.01% -451 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 152 shares; 2025Q1: 477 shares; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 2,265 shares; 2026Q1: 2,300 shares 2,300 $176K 0.01% +35 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 2,390 shares; 2025Q1: 2,677 shares; 2025Q2: 2,367 shares; 2025Q3: 2,547 shares; 2025Q4: 2,314 shares; 2026Q1: 4,916 shares 4,916 $174K 0.01% +2,602 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,842 shares; 2025Q1: 2,431 shares; 2025Q2: 11,711 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,480 shares 2,480 $173K 0.01% +120 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,140 shares; 2025Q1: 3,142 shares; 2025Q2: 3,150 shares; 2025Q3: 3,152 shares; 2025Q4: 3,154 shares; 2026Q1: 3,155 shares 3,155 $173K 0.01% +1 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 3,997 shares; 2025Q1: 3,827 shares; 2025Q2: 3,785 shares; 2025Q3: 3,892 shares; 2025Q4: 2,979 shares; 2026Q1: 2,567 shares 2,567 $173K 0.01% -412 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares 1,305 $172K 0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,199 shares; 2025Q1: 3,099 shares; 2025Q2: 1,624 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,864 shares 1,864 $172K 0.01% +263 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 215 shares; 2025Q1: 427 shares; 2025Q2: 1,236 shares; 2025Q3: 1,356 shares; 2025Q4: 1,275 shares; 2026Q1: 1,465 shares 1,465 $172K 0.01% +190 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,139 shares; 2025Q1: 1,357 shares; 2025Q2: 1,012 shares; 2025Q3: 943 shares; 2025Q4: 911 shares; 2026Q1: 866 shares 866 $170K 0.01% -45 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,311 shares; 2024Q4: 8,458 shares; 2025Q1: 8,608 shares; 2025Q2: 6,992 shares; 2025Q3: 18,696 shares; 2025Q4: 19,088 shares; 2026Q1: 19,492 shares 19,492 $169K 0.01% +404 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 5,248 shares; 2025Q1: 5,116 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 3,600 shares; 2026Q1: 3,161 shares 3,161 $169K 0.01% -439 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 1,752 shares; 2025Q1: 5,712 shares; 2025Q2: 5,052 shares; 2025Q3: 1,456 shares; 2025Q4: 1,533 shares; 2026Q1: 802 shares 802 $168K 0.01% -731 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,365 shares; 2025Q1: 2,410 shares; 2025Q2: 2,388 shares; 2025Q3: 2,356 shares; 2025Q4: 2,396 shares; 2026Q1: 2,435 shares 2,435 $167K 0.01% +39 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 453 shares; 2025Q1: 761 shares; 2025Q2: 661 shares; 2025Q3: 740 shares; 2025Q4: 693 shares; 2026Q1: 788 shares 788 $167K 0.01% +95 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: 3,104 shares; 2025Q1: 3,488 shares; 2025Q2: 1,489 shares; 2025Q3: 1,487 shares; 2025Q4: 1,184 shares; 2026Q1: 919 shares 919 $166K 0.01% -265 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 2,809 shares; 2025Q1: 2,670 shares; 2025Q2: 3,921 shares; 2025Q3: 1,833 shares; 2025Q4: 960 shares; 2026Q1: 814 shares 814 $165K 0.01% -146 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 208,974 shares; 2025Q1: 228 shares; 2025Q2: 247 shares; 2025Q3: 244 shares; 2025Q4: 15,716 shares; 2026Q1: 3,290 shares 3,290 $165K 0.01% -12,426 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 2,003 shares; 2025Q1: 2,017 shares; 2025Q2: 2,668 shares; 2025Q3: 3,126 shares; 2025Q4: 1,479 shares; 2026Q1: 1,524 shares 1,524 $165K 0.01% +45 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 2,078 shares; 2025Q4: 2,102 shares; 2026Q1: 2,287 shares 2,287 $162K 0.01% +185 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,570 shares; 2025Q1: 16,304 shares; 2025Q2: 8,798 shares; 2025Q3: 6,116 shares; 2025Q4: 6,116 shares; 2026Q1: 6,116 shares 6,116 $161K 0.01% 0 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,221 shares; 2025Q1: 6,815 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,231 shares; 2026Q1: 6,231 shares 6,231 $160K 0.01% 0 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,873 shares 3,873 $159K 0.01% new Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,405 shares; 2025Q1: 9,094 shares; 2025Q2: 5,413 shares; 2025Q3: 6,451 shares; 2025Q4: 6,711 shares; 2026Q1: 6,379 shares 6,379 $159K 0.01% -332 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 946 shares; 2025Q1: 927 shares; 2025Q2: 916 shares; 2025Q3: 913 shares; 2025Q4: 915 shares; 2026Q1: 917 shares 917 $158K 0.01% +2 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 5,493 shares; 2025Q1: 5,500 shares; 2025Q2: 9,250 shares; 2025Q3: 2,371 shares; 2025Q4: 2,351 shares; 2026Q1: 2,162 shares 2,162 $158K 0.01% -189 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 653 shares; 2025Q1: 839 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 913 shares 913 $158K 0.01% +260 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,961 shares; 2025Q1: 2,056 shares; 2025Q2: 2,373 shares; 2025Q3: 1,217 shares; 2025Q4: 1,127 shares; 2026Q1: 1,216 shares 1,216 $158K 0.01% +89 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 2,237 shares; 2025Q2: 3,882 shares; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares; 2026Q1: 3,882 shares 3,882 $157K 0.01% 0 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,908 shares; 2024Q4: 24,908 shares; 2025Q1: 24,908 shares; 2025Q2: 24,908 shares; 2025Q3: 24,908 shares; 2025Q4: 24,908 shares; 2026Q1: 24,908 shares 24,908 $157K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 966 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 966 shares; 2026Q1: 966 shares 966 $156K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,188 shares; 2025Q1: 5,217 shares; 2025Q2: 2,145 shares; 2025Q3: 2,196 shares; 2025Q4: 2,097 shares; 2026Q1: 2,095 shares 2,095 $156K 0.01% -2 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,794 shares; 2025Q1: 3,794 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 3,261 shares; 2026Q1: 3,261 shares 3,261 $156K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,025 shares; 2025Q1: 2,075 shares; 2025Q2: 1,162 shares; 2025Q3: 1,087 shares; 2025Q4: 1,084 shares; 2026Q1: 650 shares 650 $156K 0.01% -434 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,561 shares; 2024Q4: 11,009 shares; 2025Q1: 3,508 shares; 2025Q2: 2,528 shares; 2025Q3: 2,827 shares; 2025Q4: 2,971 shares; 2026Q1: 3,938 shares 3,938 $154K 0.01% +967 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 5,192 shares; 2025Q1: 5,486 shares; 2025Q2: 5,512 shares; 2025Q3: 3,673 shares; 2025Q4: 3,680 shares; 2026Q1: 3,022 shares 3,022 $154K 0.01% -658 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,437 shares; 2025Q1: 4,468 shares; 2025Q2: 4,495 shares; 2025Q3: 4,517 shares; 2025Q4: 4,537 shares; 2026Q1: 4,554 shares 4,554 $153K 0.01% +17 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,680 shares; 2025Q1: 2,053 shares; 2025Q2: 1,547 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,525 shares 1,525 $153K 0.01% -36 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 4,113 shares; 2025Q1: 4,099 shares; 2025Q2: 4,102 shares; 2025Q3: 4,129 shares; 2025Q4: 1,473 shares; 2026Q1: 1,437 shares 1,437 $152K 0.01% -36 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,226 shares; 2025Q1: 1,252 shares; 2025Q2: 2,978 shares; 2025Q3: 3,206 shares; 2025Q4: 1,439 shares; 2026Q1: 1,364 shares 1,364 $152K 0.01% -75 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,633 shares; 2024Q4: 69,649 shares; 2025Q1: 73,408 shares; 2025Q2: 5,184 shares; 2025Q3: 5,362 shares; 2025Q4: 5,380 shares; 2026Q1: 5,438 shares 5,438 $151K 0.01% +58 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 6,641 shares; 2025Q1: 7,025 shares; 2025Q2: 1,464 shares; 2025Q3: 1,371 shares; 2025Q4: 1,023 shares; 2026Q1: 525 shares 525 $151K 0.01% -498 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,425 shares; 2024Q4: 8,400 shares; 2025Q1: 9,370 shares; 2025Q2: 7,606 shares; 2025Q3: 7,603 shares; 2025Q4: 7,458 shares; 2026Q1: 8,458 shares 8,458 $149K 0.01% +1,000 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,914 shares; 2026Q1: 1,901 shares 1,901 $149K 0.01% -13 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,990 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,762 shares 2,762 $149K 0.01% -213 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,500 shares; 2024Q4: 24,500 shares; 2025Q1: 24,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares; 2026Q1: 19,500 shares 19,500 $148K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,058 shares; 2024Q4: 14,581 shares; 2025Q1: 14,406 shares; 2025Q2: 7,973 shares; 2025Q3: 7,619 shares; 2025Q4: 3,967 shares; 2026Q1: 2,725 shares 2,725 $148K 0.01% -1,242 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,155 shares 1,155 $147K 0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 45,733 shares; 2025Q1: 7,589 shares; 2025Q2: 6,843 shares; 2025Q3: 6,306 shares; 2025Q4: 5,033 shares; 2026Q1: 5,647 shares 5,647 $146K <0.01% +614 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 918 shares; 2025Q1: 924 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $146K <0.01% 0 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,562 shares; 2025Q1: 6,562 shares; 2025Q2: 6,562 shares; 2025Q3: 6,562 shares; 2025Q4: 6,562 shares; 2026Q1: 6,562 shares 6,562 $146K <0.01% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,776 shares; 2026Q1: 4,891 shares 4,891 $145K <0.01% +115 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $144K <0.01% 0 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,300 shares 6,300 $144K <0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,597 shares; 2024Q4: 200,123 shares; 2025Q1: 213,039 shares; 2025Q2: 191,430 shares; 2025Q3: 3,187 shares; 2025Q4: 11,687 shares; 2026Q1: 5,887 shares 5,887 $144K <0.01% -5,800 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,937 shares; 2025Q1: 5,365 shares; 2025Q2: 5,460 shares; 2025Q3: 4,649 shares; 2025Q4: 3,370 shares; 2026Q1: 2,956 shares 2,956 $143K <0.01% -414 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 3,033 shares; 2025Q1: 3,431 shares; 2025Q2: 419 shares; 2025Q3: 475 shares; 2025Q4: 472 shares; 2026Q1: 577 shares 577 $142K <0.01% +105 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,530 shares; 2025Q2: 2,378 shares; 2025Q3: 2,348 shares; 2025Q4: 2,113 shares; 2026Q1: 2,113 shares 2,113 $142K <0.01% 0 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,356 shares; 2024Q4: 17,357 shares; 2025Q1: 13,121 shares; 2025Q2: 6,895 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares 3,009 $142K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 1,692 shares; 2025Q2: 770 shares; 2025Q3: 904 shares; 2025Q4: 1,194 shares; 2026Q1: 410 shares 410 $141K <0.01% -784 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,677 shares; 2025Q1: 1,590 shares; 2025Q2: 3,449 shares; 2025Q3: 697 shares; 2025Q4: 740 shares; 2026Q1: 819 shares 819 $140K <0.01% +79 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,308 shares; 2025Q1: 197,122 shares; 2025Q2: 1,924 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 2,925 shares 2,925 $140K <0.01% -1 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,084 shares; 2024Q4: 127,812 shares; 2025Q1: 139,662 shares; 2025Q2: 143,056 shares; 2025Q3: 10,968 shares; 2025Q4: 13,764 shares; 2026Q1: 13,764 shares 13,764 $140K <0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 618 shares; 2026Q1: 638 shares 638 $140K <0.01% +20 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 403 shares; 2025Q1: 451 shares; 2025Q2: 530 shares; 2025Q3: 532 shares; 2025Q4: 1,064 shares; 2026Q1: 481 shares 481 $139K <0.01% -583 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,479 shares; 2025Q1: 3,486 shares; 2025Q2: 1,855 shares; 2025Q3: 1,864 shares; 2025Q4: 2,836 shares; 2026Q1: 2,633 shares 2,633 $138K <0.01% -203 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,391 shares; 2025Q1: 6,795 shares; 2025Q2: 6,800 shares; 2025Q3: 6,603 shares; 2025Q4: 6,427 shares; 2026Q1: 6,427 shares 6,427 $138K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 3,389 shares; 2025Q1: 8,558 shares; 2025Q2: 2,480 shares; 2025Q3: 2,257 shares; 2025Q4: 2,109 shares; 2026Q1: 2,111 shares 2,111 $137K <0.01% +2 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 349 shares; 2025Q1: 376 shares; 2025Q2: 326 shares; 2025Q3: 367 shares; 2025Q4: 333 shares; 2026Q1: 361 shares 361 $137K <0.01% +28 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,243 shares; 2025Q1: 5,984 shares; 2025Q2: 4,511 shares; 2025Q3: 4,325 shares; 2025Q4: 3,006 shares; 2026Q1: 2,246 shares 2,246 $137K <0.01% -760 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,334 shares; 2025Q1: 5,958 shares; 2025Q2: 6,062 shares; 2025Q3: 6,078 shares; 2025Q4: 7,035 shares; 2026Q1: 6,564 shares 6,564 $136K <0.01% -471 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,007 shares; 2024Q4: 7,007 shares; 2025Q1: 10,007 shares; 2025Q2: 10,007 shares; 2025Q3: 12,007 shares; 2025Q4: 12,007 shares; 2026Q1: 12,007 shares 12,007 $136K <0.01% 0 Timeline NORW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,556 shares; 2025Q1: 3,555 shares; 2025Q2: 12,468 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares 3,555 $136K <0.01% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,299 shares; 2024Q4: 17,752 shares; 2025Q1: 18,620 shares; 2025Q2: 19,173 shares; 2025Q3: 12,983 shares; 2025Q4: 13,311 shares; 2026Q1: 12,462 shares 12,462 $136K <0.01% -849 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,242 shares; 2025Q1: 1,415 shares; 2025Q2: 1,015 shares; 2025Q3: 774 shares; 2025Q4: 694 shares; 2026Q1: 691 shares 691 $135K <0.01% -3 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 6,605 shares; 2025Q1: 6,640 shares; 2025Q2: 5,524 shares; 2025Q3: 5,706 shares; 2025Q4: 5,522 shares; 2026Q1: 5,812 shares 5,812 $135K <0.01% +290 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 134 shares; 2025Q1: 137 shares; 2025Q2: 136 shares; 2025Q3: 181 shares; 2025Q4: 222 shares; 2026Q1: 329 shares 329 $134K <0.01% +107 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,215 shares; 2024Q4: 114,521 shares; 2025Q1: 6,482 shares; 2025Q2: 2,927 shares; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares; 2026Q1: 2,922 shares 2,922 $133K <0.01% -5 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,669 shares; 2025Q1: 2,631 shares; 2025Q2: 1,089 shares; 2025Q3: 1,090 shares; 2025Q4: 1,092 shares; 2026Q1: 1,093 shares 1,093 $133K <0.01% +1 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,831 shares; 2025Q1: 4,903 shares; 2025Q2: 4,958 shares; 2025Q3: 5,016 shares; 2025Q4: 5,095 shares; 2026Q1: 5,126 shares 5,126 $132K <0.01% +31 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,320 shares; 2025Q1: 12,436 shares; 2025Q2: 4,950 shares; 2025Q3: 747 shares; 2025Q4: 1,051 shares; 2026Q1: 854 shares 854 $131K <0.01% -197 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 2,864 shares; 2025Q1: 5,068 shares; 2025Q2: 5,606 shares; 2025Q3: 5,228 shares; 2025Q4: 5,228 shares; 2026Q1: 5,276 shares 5,276 $131K <0.01% +48 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 733 shares; 2025Q1: 731 shares; 2025Q2: 704 shares; 2025Q3: 741 shares; 2025Q4: 830 shares; 2026Q1: 766 shares 766 $131K <0.01% -64 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,849 shares; 2024Q4: 11,892 shares; 2025Q1: 11,914 shares; 2025Q2: 11,949 shares; 2025Q3: 11,986 shares; 2025Q4: 10,041 shares; 2026Q1: 12,583 shares 12,583 $131K <0.01% +2,542 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares 2,990 $130K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,764 shares; 2024Q4: 12,569 shares; 2025Q1: 11,698 shares; 2025Q2: 3,319 shares; 2025Q3: 3,208 shares; 2025Q4: 3,162 shares; 2026Q1: 3,150 shares 3,150 $129K <0.01% -12 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 425 shares; 2025Q1: 417 shares; 2025Q2: 314 shares; 2025Q3: 311 shares; 2025Q4: 331 shares; 2026Q1: 400 shares 400 $129K <0.01% +69 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,395 shares; 2025Q1: 5,395 shares; 2025Q2: 5,395 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares; 2026Q1: 2,642 shares 2,642 $129K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 3,960 shares; 2025Q1: 3,944 shares; 2025Q2: 5,303 shares; 2025Q3: 4,980 shares; 2025Q4: 927 shares; 2026Q1: 739 shares 739 $129K <0.01% -188 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,579 shares; 2024Q4: 12,264 shares; 2025Q1: 7,815 shares; 2025Q2: 7,519 shares; 2025Q3: 7,563 shares; 2025Q4: 6,444 shares; 2026Q1: 5,674 shares 5,674 $129K <0.01% -770 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 943 shares; 2025Q1: 1,267 shares; 2025Q2: 695 shares; 2025Q3: 483 shares; 2025Q4: 490 shares; 2026Q1: 651 shares 651 $128K <0.01% +161 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 453 shares; 2025Q1: 509 shares; 2025Q2: 958 shares; 2025Q3: 629 shares; 2025Q4: 28,657 shares; 2026Q1: 3,065 shares 3,065 $128K <0.01% -25,592 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,329 shares; 2024Q4: 117,859 shares; 2025Q1: 117,483 shares; 2025Q2: 4,639 shares; 2025Q3: 3,805 shares; 2025Q4: 3,837 shares; 2026Q1: 3,820 shares 3,820 $127K <0.01% -17 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,981 shares; 2025Q1: 2,863 shares; 2025Q2: 2,872 shares; 2025Q3: 1,862 shares; 2025Q4: 2,102 shares; 2026Q1: 2,105 shares 2,105 $127K <0.01% +3 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,329 shares; 2024Q4: 12,329 shares; 2025Q1: 12,329 shares; 2025Q2: 12,329 shares; 2025Q3: 12,329 shares; 2025Q4: 12,329 shares; 2026Q1: 12,329 shares 12,329 $126K <0.01% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 697 shares; 2025Q3: 777 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $125K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,118 shares; 2025Q1: 2,057 shares; 2025Q2: 1,035 shares; 2025Q3: 11,660 shares; 2025Q4: 10,905 shares; 2026Q1: 506 shares 506 $125K <0.01% -10,399 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 1,016 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $125K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,424 shares; 2025Q2: 818 shares; 2025Q3: 817 shares; 2025Q4: 735 shares; 2026Q1: 789 shares 789 $124K <0.01% +54 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 639 shares; 2025Q1: 541 shares; 2025Q2: 490 shares; 2025Q3: 488 shares; 2025Q4: 465 shares; 2026Q1: 461 shares 461 $123K <0.01% -4 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662 shares; 2025Q4: not reported; 2026Q1: 5,304 shares 5,304 $122K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 3,330 shares; 2025Q1: 2,789 shares; 2025Q2: 5,087 shares; 2025Q3: 2,080 shares; 2025Q4: 5,800 shares; 2026Q1: 1,821 shares 1,821 $121K <0.01% -3,979 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,703 shares; 2025Q1: 3,121 shares; 2025Q2: 1,946 shares; 2025Q3: 1,650 shares; 2025Q4: 1,578 shares; 2026Q1: 1,692 shares 1,692 $121K <0.01% +114 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,452 shares; 2024Q4: 1,967 shares; 2025Q1: 276 shares; 2025Q2: 216 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 668 shares 668 $120K <0.01% +501 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 74 shares; 2026Q1: 1,399 shares 1,399 $120K <0.01% +1,325 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 4,700 shares; 2026Q1: 4,200 shares 4,200 $117K <0.01% -500 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,681 shares; 2026Q1: 2,557 shares 2,557 $117K <0.01% -124 Timeline HAUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares 6,800 $116K <0.01% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 7,701 shares; 2025Q1: 4,259 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 3,415 shares 3,415 $116K <0.01% +3,121 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,065 shares; 2026Q1: 9,036 shares 9,036 $116K <0.01% +4,971 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,247 shares; 2024Q4: 26,488 shares; 2025Q1: 41,671 shares; 2025Q2: 2,209 shares; 2025Q3: 27,003 shares; 2025Q4: 3,049 shares; 2026Q1: 2,552 shares 2,552 $115K <0.01% -497 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,626 shares; 2025Q1: 5,845 shares; 2025Q2: 7,015 shares; 2025Q3: 6,331 shares; 2025Q4: 7,159 shares; 2026Q1: 7,372 shares 7,372 $115K <0.01% +213 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,857 shares; 2024Q4: 6,573 shares; 2025Q1: 6,210 shares; 2025Q2: 3,540 shares; 2025Q3: 3,240 shares; 2025Q4: 3,240 shares; 2026Q1: 3,239 shares 3,239 $113K <0.01% -1 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 818 shares; 2025Q2: 867 shares; 2025Q3: 868 shares; 2025Q4: 821 shares; 2026Q1: 822 shares 822 $113K <0.01% +1 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 7,371 shares; 2025Q1: 2,391 shares; 2025Q2: 4,549 shares; 2025Q3: 5,499 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $112K <0.01% 0 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 750 shares; 2026Q1: 800 shares 800 $109K <0.01% +50 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,145 shares; 2025Q1: 1,973 shares; 2025Q2: 1,181 shares; 2025Q3: 1,406 shares; 2025Q4: 1,200 shares; 2026Q1: 1,115 shares 1,115 $109K <0.01% -85 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares; 2026Q1: 1,691 shares 1,691 $109K <0.01% 0 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,887 shares; 2024Q4: 9,632 shares; 2025Q1: 9,270 shares; 2025Q2: 9,560 shares; 2025Q3: 9,823 shares; 2025Q4: 10,019 shares; 2026Q1: 9,909 shares 9,909 $107K <0.01% -110 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,333 shares; 2025Q3: 1,367 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $106K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 1,970 shares; 2025Q1: 1,670 shares; 2025Q2: 2,218 shares; 2025Q3: 1,568 shares; 2025Q4: 1,568 shares; 2026Q1: 2,218 shares 2,218 $106K <0.01% +650 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,828 shares; 2025Q1: 1,859 shares; 2025Q2: 1,408 shares; 2025Q3: 1,239 shares; 2025Q4: 1,200 shares; 2026Q1: 1,141 shares 1,141 $105K <0.01% -59 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,898 shares; 2024Q4: 28,555 shares; 2025Q1: 10,255 shares; 2025Q2: 3,615 shares; 2025Q3: 3,412 shares; 2025Q4: 3,045 shares; 2026Q1: 2,905 shares 2,905 $104K <0.01% -140 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $104K <0.01% 0 Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,405 shares; 2025Q2: 5,405 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares; 2026Q1: 4,405 shares 4,405 $103K <0.01% 0 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares 1,301 $103K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 12,894 shares; 2025Q1: 1,275 shares; 2025Q2: 1,179 shares; 2025Q3: 1,193 shares; 2025Q4: 1,711 shares; 2026Q1: 1,690 shares 1,690 $102K <0.01% -21 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,570 shares; 2025Q1: 5,770 shares; 2025Q2: 4,819 shares; 2025Q3: 3,859 shares; 2025Q4: 3,325 shares; 2026Q1: 4,271 shares 4,271 $101K <0.01% +946 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 100 shares; 2025Q1: 829 shares; 2025Q2: 512 shares; 2025Q3: 41 shares; 2025Q4: 33 shares; 2026Q1: 30 shares 30 $101K <0.01% -3 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,788 shares; 2025Q1: 3,278 shares; 2025Q2: 3,256 shares; 2025Q3: 1,978 shares; 2025Q4: 2,009 shares; 2026Q1: 2,011 shares 2,011 $101K <0.01% +2 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,239 shares; 2025Q1: 1,294 shares; 2025Q2: 5,275 shares; 2025Q3: 5,352 shares; 2025Q4: 2,850 shares; 2026Q1: 2,150 shares 2,150 $101K <0.01% -700 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 6,895 shares; 2025Q1: 6,695 shares; 2025Q2: 6,157 shares; 2025Q3: 5,812 shares; 2025Q4: 5,495 shares; 2026Q1: 5,495 shares 5,495 $100K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,739 shares; 2025Q1: 500 shares; 2025Q2: 6,566 shares; 2025Q3: 7,946 shares; 2025Q4: 6,920 shares; 2026Q1: 6,920 shares 6,920 $99.9K <0.01% 0 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,898 shares; 2026Q1: 3,950 shares 3,950 $99.9K <0.01% -3,948 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,773 shares; 2024Q4: 20,803 shares; 2025Q1: 20,653 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares 626 $99.5K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $99.4K <0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $98.8K <0.01% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 3,923 shares; 2025Q1: 3,972 shares; 2025Q2: 4,003 shares; 2025Q3: 3,943 shares; 2025Q4: 3,969 shares; 2026Q1: 3,959 shares 3,959 $98.4K <0.01% -10 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,350 shares; 2025Q2: 8,444 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,300 shares 8,300 $98.4K <0.01% -50 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 462 shares; 2025Q1: 318 shares; 2025Q2: 175 shares; 2025Q3: 177 shares; 2025Q4: 2,117 shares; 2026Q1: 174 shares 174 $97.8K <0.01% -1,943 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $97.3K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 4,977 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 312 shares; 2026Q1: 481 shares 481 $97K <0.01% +169 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 3,052 shares; 2025Q2: 2,997 shares; 2025Q3: 2,316 shares; 2025Q4: 1,646 shares; 2026Q1: 1,426 shares 1,426 $96.9K <0.01% -220 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,264 shares; 2025Q1: 2,224 shares; 2025Q2: 2,098 shares; 2025Q3: 1,950 shares; 2025Q4: 2,267 shares; 2026Q1: 1,753 shares 1,753 $96.7K <0.01% -514 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,004 shares; 2024Q4: 9,219 shares; 2025Q1: 10,342 shares; 2025Q2: 10,573 shares; 2025Q3: 10,812 shares; 2025Q4: 11,063 shares; 2026Q1: 11,340 shares 11,340 $96.6K <0.01% +277 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,420 shares; 2025Q2: 1,370 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 2,298 shares 2,298 $96.6K <0.01% +975 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,500 shares 1,500 $96.3K <0.01% -200 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $96.3K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 428 shares; 2025Q2: 147 shares; 2025Q3: 176 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $96K <0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 726 shares; 2025Q3: 728 shares; 2025Q4: 769 shares; 2026Q1: 733 shares 733 $95.8K <0.01% -36 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 577 shares; 2025Q1: 525 shares; 2025Q2: 285 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $95.3K <0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787 $94.1K <0.01% 0 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 263 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 2,974 shares 2,974 $93.9K <0.01% +2,710 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,071 shares; 2025Q1: 2,171 shares; 2025Q2: 1,071 shares; 2025Q3: 2,771 shares; 2025Q4: 2,500 shares; 2026Q1: 1,500 shares 1,500 $93.9K <0.01% -1,000 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 6,203 shares; 2025Q1: 5,552 shares; 2025Q2: 3,494 shares; 2025Q3: 3,976 shares; 2025Q4: 3,843 shares; 2026Q1: 353 shares 353 $93.8K <0.01% -3,490 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 637 shares; 2025Q1: 5,302 shares; 2025Q2: 4,055 shares; 2025Q3: 4,278 shares; 2025Q4: 1,921 shares; 2026Q1: 624 shares 624 $93.7K <0.01% -1,297 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,396 shares; 2025Q1: 2,550 shares; 2025Q2: 1,511 shares; 2025Q3: 1,057 shares; 2025Q4: 1,065 shares; 2026Q1: 1,204 shares 1,204 $93.4K <0.01% +139 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 948 shares; 2025Q2: 1,895 shares; 2025Q3: 1,963 shares; 2025Q4: 1,850 shares; 2026Q1: 2,025 shares 2,025 $92.9K <0.01% +175 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,974 shares; 2024Q4: 4,673 shares; 2025Q1: 4,641 shares; 2025Q2: 1,026 shares; 2025Q3: 994 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $92.9K <0.01% 0 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $92.5K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 1,907 shares; 2026Q1: 967 shares 967 $92.5K <0.01% -940 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,117 shares; 2025Q1: 682 shares; 2025Q2: 639 shares; 2025Q3: 679 shares; 2025Q4: 892 shares; 2026Q1: 777 shares 777 $92.2K <0.01% -115 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,943 shares; 2024Q4: 8,820 shares; 2025Q1: 9,403 shares; 2025Q2: 8,690 shares; 2025Q3: 9,075 shares; 2025Q4: 3,199 shares; 2026Q1: 3,199 shares 3,199 $91.9K <0.01% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $91.9K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 528 shares; 2025Q1: 564 shares; 2025Q2: 598 shares; 2025Q3: 590 shares; 2025Q4: 569 shares; 2026Q1: 562 shares 562 $91.8K <0.01% -7 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 705 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 793 shares 793 $91.4K <0.01% +43 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 434 shares; 2025Q1: 2,294 shares; 2025Q2: 1,408 shares; 2025Q3: 222 shares; 2025Q4: 261 shares; 2026Q1: 2,596 shares 2,596 $91.2K <0.01% +2,335 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 7,500 shares 7,500 $91.2K <0.01% +1,000 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 346 shares; 2025Q1: 544 shares; 2025Q2: 402 shares; 2025Q3: 399 shares; 2025Q4: 402 shares; 2026Q1: 668 shares 668 $91.2K <0.01% +266 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,952 shares; 2025Q1: 1,752 shares; 2025Q2: 1,267 shares; 2025Q3: 967 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $90.4K <0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 6,645 shares; 2025Q1: 6,645 shares; 2025Q2: 6,645 shares; 2025Q3: 7,930 shares; 2025Q4: not reported; 2026Q1: 7,015 shares 7,015 $90.4K <0.01% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 2,524 shares; 2025Q4: 2,524 shares; 2026Q1: 2,524 shares 2,524 $90.2K <0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 755 shares; 2025Q4: 1,592 shares; 2026Q1: 2,423 shares 2,423 $90.1K <0.01% +831 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 968 shares; 2025Q3: 1,035 shares; 2025Q4: 2,621 shares; 2026Q1: 1,979 shares 1,979 $90K <0.01% -642 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,674 shares; 2025Q1: 3,741 shares; 2025Q2: 871 shares; 2025Q3: 872 shares; 2025Q4: 1,473 shares; 2026Q1: 876 shares 876 $89.7K <0.01% -597 Timeline