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Spire Wealth Management

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13F filer, CIK 1858740, MCLEAN, VA

Spire Wealth Management reported $2,930,930,835 across 2,248 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 23.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858740-26-000002

Period
2026-03-31
Reported value
$2.93B
Holdings
2,248
Top 10 weight
23.6%
New
137
Sold out
187

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IUSBadded+423,956$19.6M
JBNDadded+360,246$19.4M
AMATadded+25,674$8.78M
LRCXadded+27,221$5.82M
CASYnew+7,921$5.77M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TIPreduced-67,985-$7.5M
SCCOreduced-39,793-$6.85M
VGTreduced-9,011-$6.29M
TANreduced-110,951-$6.18M
VWOreduced-113,001-$6.11M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001858740-26-000002, largest first. % of portfolio is the value over $2,930,930,835, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 301 shares; 2025Q1: 222 shares; 2025Q2: 427 shares; 2025Q3: 3,895 shares; 2025Q4: 1,621 shares; 2026Q1: 583 shares 583$15.4K<0.01%-1,038Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 69 shares; 2025Q4: 88 shares; 2026Q1: 113 shares 113$15.3K<0.01%+25Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,497 shares; 2024Q4: 43,797 shares; 2025Q1: 45,649 shares; 2025Q2: 41,971 shares; 2025Q3: 41,971 shares; 2025Q4: 14,771 shares; 2026Q1: 5,192 shares 5,192$15.2K<0.01%-9,579Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 166 shares; 2025Q1: 170 shares; 2025Q2: 162 shares; 2025Q3: 163 shares; 2025Q4: 150 shares; 2026Q1: 83 shares 83$15.1K<0.01%-67Timeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,525 shares; 2025Q1: 9,719 shares; 2025Q2: 9,282 shares; 2025Q3: 9,285 shares; 2025Q4: 3,418 shares; 2026Q1: 1,541 shares 1,541$15.1K<0.01%-1,877Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42$15K<0.01%0Timeline
JOETVIRTUS ETF TR IIQuarterly 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: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375$15K<0.01%0Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 804 shares; 2025Q1: 887 shares; 2025Q2: 539 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 472 shares 472$15K<0.01%0Timeline
FLTBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares; 2026Q1: 297 shares 297$14.9K<0.01%-397Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251$14.9K<0.01%0Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 556 shares; 2025Q2: 565 shares; 2025Q3: 681 shares; 2025Q4: 679 shares; 2026Q1: 117 shares 117$14.9K<0.01%-562Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 56 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 201 shares 201$14.8K<0.01%+150Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 189 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188$14.8K<0.01%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 3,863 shares; 2025Q1: 2,047 shares; 2025Q2: 183 shares; 2025Q3: 105 shares; 2025Q4: 137 shares; 2026Q1: 134 shares 134$14.7K<0.01%-3Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 130 shares; 2025Q1: 81 shares; 2025Q2: 74 shares; 2025Q3: 100 shares; 2025Q4: 119 shares; 2026Q1: 134 shares 134$14.7K<0.01%+15Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 205 shares; 2026Q1: 175 shares 175$14.7K<0.01%-30Timeline
CRUSCIRRUS LOGIC INCQuarterly 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: 101 shares 101$14.6K<0.01%newTimeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 36 shares; 2025Q1: 7,923 shares; 2025Q2: 57 shares; 2025Q3: 5,828 shares; 2025Q4: 340 shares; 2026Q1: 84 shares 84$14.6K<0.01%-256Timeline
NVDLGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 1,075 shares; 2025Q4: 230 shares; 2026Q1: 200 shares 200$14.5K<0.01%-30Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 1,103 shares; 2025Q1: 986 shares; 2025Q2: 844 shares; 2025Q3: 821 shares; 2025Q4: 793 shares; 2026Q1: 779 shares 779$14.4K<0.01%-14Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 3,904 shares; 2025Q1: 3,877 shares; 2025Q2: 2,550 shares; 2025Q3: 11 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14$14.4K<0.01%0Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 800 shares; 2026Q1: 300 shares 300$14.3K<0.01%-500Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 50 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47$14.3K<0.01%0Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 439 shares 439$14.2K<0.01%-85Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 269 shares; 2026Q1: 267 shares 267$14.2K<0.01%-2Timeline
XTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 75 shares 75$14.1K<0.01%+18Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,334 shares; 2025Q1: 2,338 shares; 2025Q2: 2,369 shares; 2025Q3: 1,739 shares; 2025Q4: 1,738 shares; 2026Q1: 470 shares 470$14.1K<0.01%-1,268Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,353 shares; 2025Q1: 2,471 shares; 2025Q2: 595 shares; 2025Q3: 705 shares; 2025Q4: 367 shares; 2026Q1: 174 shares 174$14K<0.01%-193Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 5,745 shares; 2025Q1: 4,875 shares; 2025Q2: 9,379 shares; 2025Q3: 4,914 shares; 2025Q4: 688 shares; 2026Q1: 675 shares 675$14K<0.01%-13Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 204 shares; 2025Q3: 235 shares; 2025Q4: 420 shares; 2026Q1: 204 shares 204$13.9K<0.01%-216Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$13.8K<0.01%0Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 1,489 shares; 2025Q2: 1,591 shares; 2025Q3: 2,246 shares; 2025Q4: 2,202 shares; 2026Q1: 870 shares 870$13.8K<0.01%-1,332Timeline
OIO-I GLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,895 shares; 2025Q1: 8,960 shares; 2025Q2: 8,520 shares; 2025Q3: 8,520 shares; 2025Q4: 3,060 shares; 2026Q1: 1,300 shares 1,300$13.7K<0.01%-1,760Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 301 shares; 2025Q1: 2,200 shares; 2025Q2: 96 shares; 2025Q3: 92 shares; 2025Q4: 81 shares; 2026Q1: 79 shares 79$13.6K<0.01%-2Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 1,381 shares; 2025Q3: 1,433 shares; 2025Q4: 1,465 shares; 2026Q1: 627 shares 627$13.6K<0.01%-838Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,286 shares; 2025Q1: 3,286 shares; 2025Q2: 3,286 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares 1,446$13.5K<0.01%0Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 1,045 shares; 2025Q1: 1,046 shares; 2025Q2: 14,811 shares; 2025Q3: 549 shares; 2025Q4: 503 shares; 2026Q1: 500 shares 500$13.5K<0.01%-3Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 747 shares; 2025Q2: 350 shares; 2025Q3: 4,700 shares; 2025Q4: 1,041 shares; 2026Q1: 441 shares 441$13.5K<0.01%-600Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 13,335 shares; 2025Q1: 12,207 shares; 2025Q2: 7,085 shares; 2025Q3: 1,754 shares; 2025Q4: 1,549 shares; 2026Q1: 424 shares 424$13.4K<0.01%-1,125Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 295 shares 295$13.4K<0.01%+51Timeline
FFTYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$13.4K<0.01%0Timeline
TGTXTG THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 23,150 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$13.3K<0.01%0Timeline
CSWCCAPITAL SOUTHWEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$13.3K<0.01%0Timeline
VIVTELEFONICA BRASIL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 829 shares; 2026Q1: 829 shares 829$13.2K<0.01%0Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101$13.1K<0.01%0Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 8,052 shares; 2025Q1: 60,788 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares 616$13K<0.01%newTimeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 260 shares; 2025Q1: 168 shares; 2025Q2: 121 shares; 2025Q3: 120 shares; 2025Q4: 88 shares; 2026Q1: 52 shares 52$13K<0.01%-36Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 4,568 shares; 2025Q1: 4,565 shares; 2025Q2: 4,055 shares; 2025Q3: 2,855 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$13K<0.01%0Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199$12.9K<0.01%0Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,200 shares; 2025Q2: 587 shares; 2025Q3: 558 shares; 2025Q4: 600 shares; 2026Q1: 688 shares 688$12.9K<0.01%+88Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 203 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63$12.9K<0.01%0Timeline
AIRAAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 117 shares 117$12.8K<0.01%+1Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 1,635 shares; 2025Q4: 415 shares; 2026Q1: 221 shares 221$12.8K<0.01%-194Timeline
TFSLTFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 818 shares; 2025Q1: 837 shares; 2025Q2: 855 shares; 2025Q3: 873 shares; 2025Q4: 891 shares; 2026Q1: 909 shares 909$12.8K<0.01%+18Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,272 shares; 2024Q4: 24,272 shares; 2025Q1: 24,272 shares; 2025Q2: 165 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156$12.8K<0.01%0Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293$12.7K<0.01%0Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89$12.7K<0.01%0Timeline
NNAVWNEXTNAV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$12.7K<0.01%0Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 4,915 shares; 2025Q1: 5,047 shares; 2025Q2: 2,001 shares; 2025Q3: 3,076 shares; 2025Q4: 195 shares; 2026Q1: 191 shares 191$12.7K<0.01%-4Timeline
GSIDGOLDMAN SACHS ETF TRQuarterly 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: 180 shares 180$12.6K<0.01%newTimeline
IQIINVESCO QUALITY MUN INCOME TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares 1,302$12.5K<0.01%0Timeline
FEPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,336 shares; 2025Q2: 36 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares 229$12.5K<0.01%newTimeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 44 shares; 2025Q1: 152 shares; 2025Q2: 56 shares; 2025Q3: 55 shares; 2025Q4: 181 shares; 2026Q1: 172 shares 172$12.3K<0.01%-9Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 250 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100$12.3K<0.01%newTimeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 344 shares; 2025Q1: 9,295 shares; 2025Q2: 3,080 shares; 2025Q3: 5,927 shares; 2025Q4: 6,001 shares; 2026Q1: 450 shares 450$12.3K<0.01%-5,551Timeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 950 shares; 2025Q2: 750 shares; 2025Q3: 753 shares; 2025Q4: 750 shares; 2026Q1: 760 shares 760$12.2K<0.01%+10Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 149 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148$12K<0.01%0Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 150 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 254 shares 254$11.8K<0.01%+4Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 543 shares; 2025Q2: 100 shares; 2025Q3: 400 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85$11.8K<0.01%0Timeline
FLCAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241$11.8K<0.01%0Timeline
FJPFIRST TR EXCH TRD ALPHDX FDQuarterly 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: 160 shares 160$11.6K<0.01%newTimeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly 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: 100 shares 100$11.6K<0.01%newTimeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 352 shares; 2025Q2: 308 shares; 2025Q3: 317 shares; 2025Q4: 226 shares; 2026Q1: 215 shares 215$11.6K<0.01%-11Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly 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: 333 shares 333$11.5K<0.01%newTimeline
LGHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$11.4K<0.01%0Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122$11.4K<0.01%0Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: not reported; 2025Q4: 2,058 shares; 2026Q1: 2,441 shares 2,441$11.3K<0.01%+383Timeline
NTSTNETSTREIT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$11.3K<0.01%0Timeline
HYXFISHARES TRQuarterly 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: 243 shares 243$11.3K<0.01%newTimeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 202 shares; 2025Q4: 401 shares; 2026Q1: 202 shares 202$11.2K<0.01%-199Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 570 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 3,977 shares; 2025Q4: 4,433 shares; 2026Q1: 100 shares 100$11.1K<0.01%-4,333Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 5,218 shares; 2025Q1: 4,935 shares; 2025Q2: 93 shares; 2025Q3: 31 shares; 2025Q4: 223 shares; 2026Q1: 26 shares 26$11.1K<0.01%-197Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 558 shares; 2025Q4: 559 shares; 2026Q1: 129 shares 129$11.1K<0.01%-430Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$11.1K<0.01%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 174 shares; 2025Q4: 75 shares; 2026Q1: 74 shares 74$11.1K<0.01%-1Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 136 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 74 shares; 2025Q4: 57 shares; 2026Q1: 53 shares 53$11.1K<0.01%-4Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 308 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$11K<0.01%0Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408$11K<0.01%0Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,280 shares; 2025Q1: 1,281 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 263 shares; 2026Q1: 262 shares 262$11K<0.01%-1Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86$11K<0.01%0Timeline
HIOWESTERN ASSET HIGH INCOME OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 2,787 shares; 2025Q4: 2,290 shares; 2026Q1: 3,021 shares 3,021$11K<0.01%+731Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 55 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 353 shares; 2026Q1: 52 shares 52$10.9K<0.01%-301Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 121 shares; 2025Q2: 59 shares; 2025Q3: 83 shares; 2025Q4: 85 shares; 2026Q1: 37 shares 37$10.8K<0.01%-48Timeline
UTWYRBB FD INCQuarterly 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: 850 shares; 2026Q1: 250 shares 250$10.7K<0.01%-600Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 319 shares; 2025Q1: 378 shares; 2025Q2: 612 shares; 2025Q3: 400 shares; 2025Q4: 304 shares; 2026Q1: 200 shares 200$10.7K<0.01%-104Timeline
PTLOPORTILLOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$10.6K<0.01%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 3,545 shares; 2025Q1: 2,677 shares; 2025Q2: 171 shares; 2025Q3: 144 shares; 2025Q4: 322 shares; 2026Q1: 142 shares 142$10.6K<0.01%-180Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly 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: 328 shares; 2025Q4: not reported; 2026Q1: 241 shares 241$10.5K<0.01%newTimeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210$10.5K<0.01%0Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 992 shares; 2025Q1: 956 shares; 2025Q2: 875 shares; 2025Q3: 964 shares; 2025Q4: 448 shares; 2026Q1: 105 shares 105$10.5K<0.01%-343Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202$10.5K<0.01%0Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 101 shares 101$10.4K<0.01%-99Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 2,341 shares; 2025Q2: 2,700 shares; 2025Q3: 2,762 shares; 2025Q4: 126 shares; 2026Q1: 125 shares 125$10.4K<0.01%-1Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 184 shares; 2025Q1: 102 shares; 2025Q2: 109 shares; 2025Q3: 111 shares; 2025Q4: 113 shares; 2026Q1: 105 shares 105$10.3K<0.01%-8Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 87 shares; 2025Q1: 88 shares; 2025Q2: 84 shares; 2025Q3: 92 shares; 2025Q4: 105 shares; 2026Q1: 102 shares 102$10.3K<0.01%-3Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 92 shares; 2025Q1: 100 shares; 2025Q2: 101 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 95 shares 95$10.2K<0.01%+1Timeline
MAGAETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189$10.1K<0.01%0Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 200 shares; 2026Q1: 127 shares 127$10.1K<0.01%-73Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 31 shares; 2025Q1: 81 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50$10K<0.01%newTimeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 912 shares; 2025Q1: 859 shares; 2025Q2: 66 shares; 2025Q3: 68 shares; 2025Q4: 38 shares; 2026Q1: 46 shares 46$9.98K<0.01%+8Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,598 shares; 2025Q1: 3,968 shares; 2025Q2: 3,758 shares; 2025Q3: 3,758 shares; 2025Q4: 1,313 shares; 2026Q1: 438 shares 438$9.97K<0.01%-875Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: 528 shares; 2025Q2: 527 shares; 2025Q3: 519 shares; 2025Q4: 836 shares; 2026Q1: 314 shares 314$9.97K<0.01%-522Timeline
SOBOSOUTH BOW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 434 shares; 2025Q2: 214 shares; 2025Q3: 553 shares; 2025Q4: 440 shares; 2026Q1: 299 shares 299$9.96K<0.01%-141Timeline
AUPHAURINIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,013 shares; 2025Q4: 889 shares; 2026Q1: 672 shares 672$9.96K<0.01%-217Timeline
IWMINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,547 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares; 2026Q1: 210 shares 210$9.95K<0.01%+8Timeline
BTOHANCOCK JOHN FINL OPPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 463 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 277 shares 277$9.94K<0.01%0Timeline
COLLCOLLEGIUM PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 767 shares; 2025Q2: 781 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 300 shares 300$9.92K<0.01%-300Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly 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: 140 shares 140$9.85K<0.01%newTimeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 270 shares; 2025Q3: 271 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274$9.84K<0.01%0Timeline
GLOFISHARES TRQuarterly 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: 187 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189$9.84K<0.01%0Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,217 shares; 2025Q1: 1,205 shares; 2025Q2: 1,211 shares; 2025Q3: 1,077 shares; 2025Q4: 822 shares; 2026Q1: 597 shares 597$9.81K<0.01%-225Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224$9.76K<0.01%0Timeline
TMCTMC THE METALS COMPANY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 6,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 2,086 shares 2,086$9.74K<0.01%+836Timeline
IYCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100$9.69K<0.01%0Timeline
EDCDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 169 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 173 shares 173$9.66K<0.01%+2Timeline
SPDNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 935 shares; 2025Q3: 956 shares; 2025Q4: 964 shares; 2026Q1: 969 shares 969$9.64K<0.01%+5Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 52 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$9.64K<0.01%0Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 898 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: 227 shares 227$9.63K<0.01%newTimeline
SHGSHINHAN FINANCIAL GROUP CO LQuarterly 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: 157 shares; 2025Q4: 443 shares; 2026Q1: 157 shares 157$9.63K<0.01%-286Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311$9.57K<0.01%0Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly 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: 149 shares 149$9.52K<0.01%newTimeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535$9.52K<0.01%0Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,348 shares; 2025Q1: 1,983 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares 1,833$9.51K<0.01%0Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 1,751 shares; 2025Q1: 97 shares; 2025Q2: 99 shares; 2025Q3: 96 shares; 2025Q4: 105 shares; 2026Q1: 115 shares 115$9.51K<0.01%+10Timeline
QQQXNUVEEN NASDAQ 100 DYNAMIC OVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352$9.39K<0.01%0Timeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125$9.39K<0.01%0Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 428 shares; 2025Q4: 391 shares; 2026Q1: 386 shares 386$9.38K<0.01%-5Timeline
TKRTIMKEN COQuarterly 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: 92 shares; 2025Q4: 92 shares; 2026Q1: 93 shares 93$9.35K<0.01%+1Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 346 shares; 2025Q1: 339 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 34 shares; 2026Q1: 33 shares 33$9.32K<0.01%-1Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165 shares 165$9.29K<0.01%newTimeline
EETPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 109 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 111 shares 111$9.29K<0.01%+1Timeline
UHAL-BU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 268 shares; 2025Q2: 243 shares; 2025Q3: 397 shares; 2025Q4: 458 shares; 2026Q1: 207 shares 207$9.25K<0.01%-251Timeline
DRIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$9.16K<0.01%0Timeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145$9.13K<0.01%0Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 193 shares; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 44 shares 44$9.1K<0.01%0Timeline
CMDYISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153$9.09K<0.01%0Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 267 shares 267$9.07K<0.01%+3Timeline
IGBHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 359 shares; 2025Q2: 363 shares; 2025Q3: 367 shares; 2025Q4: 371 shares; 2026Q1: 374 shares 374$9.04K<0.01%+3Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 63 shares; 2025Q2: 51 shares; 2025Q3: 81 shares; 2025Q4: 67 shares; 2026Q1: 33 shares 33$9.03K<0.01%-34Timeline
XBMEXBLACKROCK HEALTH SCIENCES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 234 shares; 2026Q1: 234 shares 234$9.01K<0.01%0Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,035 shares; 2025Q1: 3,271 shares; 2025Q2: 494 shares; 2025Q3: 1,724 shares; 2025Q4: 1,566 shares; 2026Q1: 566 shares 566$8.9K<0.01%-1,000Timeline
PLTUDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 665 shares; 2025Q4: 745 shares; 2026Q1: 200 shares 200$8.9K<0.01%-545Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 93 shares; 2025Q1: 82 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67$8.88K<0.01%0Timeline
QAINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260$8.87K<0.01%0Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 39 shares; 2025Q1: 38 shares; 2025Q2: 46 shares; 2025Q3: 47 shares; 2025Q4: 1,516 shares; 2026Q1: 48 shares 48$8.87K<0.01%-1,468Timeline
SOCLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 205 shares 205$8.86K<0.01%+1Timeline
ZTOZTO EXPRESS CAYMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$8.81K<0.01%0Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 203 shares; 2025Q3: 205 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207$8.8K<0.01%0Timeline
AMSCAMERICAN SUPERCONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,889 shares; 2024Q4: 17,517 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 217 shares; 2025Q4: 157 shares; 2026Q1: 260 shares 260$8.8K<0.01%+103Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35$8.77K<0.01%0Timeline
BATRAATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186$8.77K<0.01%0Timeline
JTEKJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110$8.75K<0.01%0Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 556 shares; 2025Q1: 467 shares; 2025Q2: 181 shares; 2025Q3: 131 shares; 2025Q4: 180 shares; 2026Q1: 132 shares 132$8.62K<0.01%-48Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194$8.59K<0.01%0Timeline
DMBBNY MELLON MUN BD INFRASTRUCQuarterly 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: 811 shares 811$8.55K<0.01%newTimeline
FAARFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 253 shares 253$8.54K<0.01%+72Timeline
KSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 207 shares; 2025Q1: 208 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215$8.53K<0.01%0Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 240 shares; 2025Q1: 165 shares; 2025Q2: 364 shares; 2025Q3: 185 shares; 2025Q4: 181 shares; 2026Q1: 376 shares 376$8.52K<0.01%+195Timeline
GRFSGRIFOLS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 899 shares; 2025Q1: 1,254 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061$8.51K<0.01%0Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 5,291 shares; 2025Q1: 4,080 shares; 2025Q2: 1,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200$8.51K<0.01%newTimeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,063 shares; 2025Q1: 1,161 shares; 2025Q2: 296 shares; 2025Q3: 417 shares; 2025Q4: 242 shares; 2026Q1: 248 shares 248$8.45K<0.01%+6Timeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,155 shares; 2024Q4: 7,155 shares; 2025Q1: 7,155 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110$8.4K<0.01%0Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 62 shares 62$8.4K<0.01%+12Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 31 shares; 2025Q1: 37 shares; 2025Q2: 40 shares; 2025Q3: 41 shares; 2025Q4: 75 shares; 2026Q1: 63 shares 63$8.4K<0.01%-12Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 250 shares; 2025Q3: 252 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253$8.39K<0.01%0Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 9,975 shares; 2025Q1: 252 shares; 2025Q2: 251 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115$8.37K<0.01%0Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 615 shares; 2025Q2: 643 shares; 2025Q3: 663 shares; 2025Q4: 357 shares; 2026Q1: 359 shares 359$8.37K<0.01%+2Timeline
FTXOFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 230 shares 230$8.33K<0.01%+189Timeline
WFWOORI FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125$8.32K<0.01%newTimeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 42 shares 42$8.32K<0.01%+1Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 436 shares; 2025Q1: 466 shares; 2025Q2: 810 shares; 2025Q3: 2,594 shares; 2025Q4: 1,120 shares; 2026Q1: 254 shares 254$8.32K<0.01%-866Timeline
FIGBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 193 shares 193$8.31K<0.01%+179Timeline
AQSTAQUESTIVE THERAPEUTICS INCQuarterly 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: 2,000 shares 2,000$8.3K<0.01%newTimeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 300 shares; 2025Q1: 430 shares; 2025Q2: 3,740 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 200 shares 200$8.28K<0.01%-100Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 2,890 shares; 2025Q1: 2,920 shares; 2025Q2: 2,710 shares; 2025Q3: 3,789 shares; 2025Q4: 1,955 shares; 2026Q1: 281 shares 281$8.25K<0.01%-1,674Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93$8.25K<0.01%0Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 227 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205$8.18K<0.01%0Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,804 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$8.16K<0.01%0Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 282 shares; 2025Q1: 52 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 19 shares; 2026Q1: 21 shares 21$8.15K<0.01%+2Timeline
HTHTH WORLD GROUP LTDQuarterly 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: 162 shares 162$8.15K<0.01%newTimeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$8.14K<0.01%0Timeline
AVXLANAVEX LIFE SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,645 shares; 2026Q1: 2,645 shares 2,645$8.12K<0.01%0Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 415 shares; 2025Q2: 382 shares; 2025Q3: 620 shares; 2025Q4: 523 shares; 2026Q1: 183 shares 183$8.12K<0.01%-340Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98$8.12K<0.01%0Timeline
WDHWATERDROP INCQuarterly 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: 5,000 shares 5,000$8.1K<0.01%newTimeline
PDTHANCOCK JOHN PREM DIVID FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares 617$8.08K<0.01%0Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110$8.05K<0.01%0Timeline
GOLDGOLD COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 640 shares; 2025Q2: 600 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$8.02K<0.01%0Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 138 shares; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: 399 shares; 2025Q4: 134 shares; 2026Q1: 1,148 shares 1,148$7.98K<0.01%+1,014Timeline
GOFGUGGENHEIM STRATEGIC OPPORTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: 9,708 shares; 2025Q1: 9,708 shares; 2025Q2: 9,708 shares; 2025Q3: 722 shares; 2025Q4: 722 shares; 2026Q1: 722 shares 722$7.96K<0.01%0Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106$7.92K<0.01%0Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 639 shares; 2025Q1: 1,810 shares; 2025Q2: 406 shares; 2025Q3: 58 shares; 2025Q4: 63 shares; 2026Q1: 65 shares 65$7.9K<0.01%+2Timeline
ISDPGIM HIGH YIELD BOND FUND INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$7.9K<0.01%0Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 120 shares 120$7.88K<0.01%-10Timeline
GAMRAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 105 shares 105$7.88K<0.01%+1Timeline
CWENCLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200$7.86K<0.01%newTimeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,114 shares; 2025Q1: 8,985 shares; 2025Q2: 964 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264$7.81K<0.01%0Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 333 shares; 2025Q1: 292 shares; 2025Q2: 53 shares; 2025Q3: 58 shares; 2025Q4: 56 shares; 2026Q1: 47 shares 47$7.8K<0.01%-9Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly 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: 129 shares; 2026Q1: 150 shares 150$7.8K<0.01%+21Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 162 shares; 2025Q4: 165 shares; 2026Q1: 169 shares 169$7.79K<0.01%+4Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415$7.79K<0.01%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88$7.79K<0.01%0Timeline
GUSHDIREXION SHARES ETF TRUSTQuarterly 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: 176 shares 176$7.78K<0.01%newTimeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,406 shares; 2025Q1: 822 shares; 2025Q2: 291 shares; 2025Q3: 313 shares; 2025Q4: 691 shares; 2026Q1: 347 shares 347$7.73K<0.01%-344Timeline
PSCHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187$7.68K<0.01%0Timeline
BYRNBYRNA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 550 shares; 2025Q3: 836 shares; 2025Q4: 836 shares; 2026Q1: 836 shares 836$7.68K<0.01%0Timeline
VKQINVESCO MUNICIPAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$7.62K<0.01%0Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780 shares; 2025Q3: 1,445 shares; 2025Q4: 1,467 shares; 2026Q1: 210 shares 210$7.58K<0.01%-1,257Timeline
SMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 107 shares; 2025Q3: 108 shares; 2025Q4: 109 shares; 2026Q1: 110 shares 110$7.56K<0.01%+1Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299$7.49K<0.01%0Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 87 shares 87$7.49K<0.01%+1Timeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 166 shares; 2025Q1: 334 shares; 2025Q2: 367 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 102 shares 102$7.46K<0.01%-268Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 546 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 415 shares; 2026Q1: 377 shares 377$7.45K<0.01%-38Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$7.39K<0.01%0Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,235 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$7.39K<0.01%0Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 291 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 186 shares 186$7.35K<0.01%-28Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233$7.35K<0.01%0Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly 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: 25 shares; 2026Q1: 25 shares 25$7.26K<0.01%0Timeline
OIIOCEANEERING INTL INCQuarterly 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: 567 shares; 2026Q1: 203 shares 203$7.2K<0.01%-364Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 57 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$7.19K<0.01%0Timeline
MTGMGIC INVT CORP WISQuarterly 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: 99 shares; 2026Q1: 271 shares 271$7.12K<0.01%+172Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 900 shares; 2025Q1: 892 shares; 2025Q2: 180 shares; 2025Q3: 183 shares; 2025Q4: 192 shares; 2026Q1: 196 shares 196$7.12K<0.01%+4Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 435 shares; 2025Q1: 85 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 65 shares; 2026Q1: 70 shares 70$7.11K<0.01%+5Timeline
EWTISHARES INCQuarterly 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: 100 shares 100$7.09K<0.01%newTimeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,985 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 1,875 shares; 2025Q4: 404 shares; 2026Q1: 504 shares 504$7.08K<0.01%+100Timeline
ETVEATON VANCE TAX-MANAGED BUY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares 517$7.07K<0.01%0Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 400 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$7.02K<0.01%0Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 382 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 209 shares; 2026Q1: 202 shares 202$6.99K<0.01%-7Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 5,504 shares; 2025Q1: 5,452 shares; 2025Q2: 355 shares; 2025Q3: 1,235 shares; 2025Q4: 993 shares; 2026Q1: 880 shares 880$6.99K<0.01%-113Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 777 shares; 2025Q1: 644 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 822 shares; 2026Q1: 531 shares 531$6.97K<0.01%-291Timeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39$6.94K<0.01%0Timeline
LOUPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$6.88K<0.01%0Timeline
EPSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$6.81K<0.01%0Timeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 150 shares; 2025Q4: 370 shares; 2026Q1: 150 shares 150$6.81K<0.01%-220Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 109 shares; 2025Q1: 83 shares; 2025Q2: 126 shares; 2025Q3: 132 shares; 2025Q4: 134 shares; 2026Q1: 130 shares 130$6.79K<0.01%-4Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136$6.75K<0.01%0Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21$6.75K<0.01%newTimeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 532 shares; 2025Q1: 340 shares; 2025Q2: 360 shares; 2025Q3: 412 shares; 2025Q4: 324 shares; 2026Q1: 108 shares 108$6.74K<0.01%-216Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 64 shares; 2025Q1: 35 shares; 2025Q2: 80 shares; 2025Q3: 83 shares; 2025Q4: 85 shares; 2026Q1: 89 shares 89$6.73K<0.01%+4Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253$6.68K<0.01%0Timeline
KJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208$6.68K<0.01%0Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 124 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 323 shares; 2026Q1: 531 shares 531$6.67K<0.01%+208Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 565 shares; 2025Q3: 559 shares; 2025Q4: 165 shares; 2026Q1: 156 shares 156$6.64K<0.01%-9Timeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 9,526 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68$6.62K<0.01%0Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 404 shares; 2025Q1: 313 shares; 2025Q2: 315 shares; 2025Q3: 223 shares; 2025Q4: 126 shares; 2026Q1: 127 shares 127$6.6K<0.01%+1Timeline
AEVAAEVA TECHNOLOGIES INCQuarterly 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: 500 shares 500$6.58K<0.01%newTimeline
HDUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104$6.56K<0.01%0Timeline
DMCDEL MONTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 138 shares; 2025Q1: 493 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 166 shares; 2026Q1: 163 shares 163$6.56K<0.01%-3Timeline
NVECNVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$6.55K<0.01%0Timeline
PFFVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$6.55K<0.01%0Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101$6.54K<0.01%0Timeline
ECONCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227$6.52K<0.01%0Timeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340$6.51K<0.01%0Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,125 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,250 shares; 2025Q4: 483 shares; 2026Q1: 489 shares 489$6.5K<0.01%+6Timeline
PSNPARSONS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,226 shares; 2024Q4: 317 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119$6.45K<0.01%0Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,352 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares; 2026Q1: 144 shares 144$6.4K<0.01%-1,261Timeline
ALCOALICO INCQuarterly 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: 155 shares 155$6.39K<0.01%newTimeline
UUUUENERGY FUELS INCQuarterly 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: 150 shares; 2026Q1: 350 shares 350$6.39K<0.01%+200Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 68 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 69 shares; 2026Q1: 70 shares 70$6.36K<0.01%+1Timeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,519 shares; 2024Q4: 46,528 shares; 2025Q1: 46,228 shares; 2025Q2: 46,728 shares; 2025Q3: 41,889 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233$6.36K<0.01%0Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: not reported; 2026Q1: 100 shares 100$6.35K<0.01%newTimeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 867 shares; 2025Q2: 56 shares; 2025Q3: 61 shares; 2025Q4: 281 shares; 2026Q1: 261 shares 261$6.34K<0.01%-20Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 553 shares; 2025Q1: 487 shares; 2025Q2: 404 shares; 2025Q3: 423 shares; 2025Q4: 440 shares; 2026Q1: 447 shares 447$6.3K<0.01%+7Timeline
RGNXREGENXBIO INCQuarterly 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: 500 shares; 2026Q1: 750 shares 750$6.29K<0.01%+250Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 155 shares; 2025Q1: 139 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 35 shares; 2026Q1: 31 shares 31$6.27K<0.01%-4Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,050 shares; 2025Q1: 2,425 shares; 2025Q2: 965 shares; 2025Q3: 732 shares; 2025Q4: 409 shares; 2026Q1: 218 shares 218$6.27K<0.01%-191Timeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 283 shares; 2026Q1: 86 shares 86$6.27K<0.01%-197Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 115 shares; 2025Q1: 100 shares; 2025Q2: 115 shares; 2025Q3: 100 shares; 2025Q4: 115 shares; 2026Q1: 100 shares 100$6.26K<0.01%-15Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24$6.25K<0.01%0Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 9,468 shares; 2026Q1: 13 shares 13$6.24K<0.01%-9,455Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 345 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 227 shares; 2026Q1: 218 shares 218$6.2K<0.01%-9Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,363 shares; 2025Q1: 2,831 shares; 2025Q2: 2,691 shares; 2025Q3: 2,740 shares; 2025Q4: 720 shares; 2026Q1: 100 shares 100$6.18K<0.01%-620Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 3,223 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65$6.15K<0.01%0Timeline
NNENANO NUCLEAR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 300 shares 300$6.14K<0.01%newTimeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 2,103 shares; 2025Q1: 2,096 shares; 2025Q2: 1,596 shares; 2025Q3: 1,326 shares; 2025Q4: 1,391 shares; 2026Q1: 1,334 shares 1,334$6.14K<0.01%-57Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 578 shares; 2025Q1: 398 shares; 2025Q2: 222 shares; 2025Q3: 496 shares; 2025Q4: 820 shares; 2026Q1: 238 shares 238$6.07K<0.01%-582Timeline
YINNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,013 shares; 2025Q2: 13 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 185 shares 185$6.06K<0.01%+6Timeline
EBNDSPDR SERIES TRUSTQuarterly 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: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289$5.96K<0.01%0Timeline
PCNPIMCO CORPORATE & INCM STRGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$5.95K<0.01%0Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 281 shares; 2026Q1: 91 shares 91$5.92K<0.01%-190Timeline
ALAIR LEASE CORPQuarterly 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: 91 shares; 2026Q1: 91 shares 91$5.91K<0.01%0Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59$5.88K<0.01%0Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 464 shares; 2025Q1: 443 shares; 2025Q2: 429 shares; 2025Q3: 855 shares; 2025Q4: 869 shares; 2026Q1: 87 shares 87$5.88K<0.01%-782Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly 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: 148 shares 148$5.84K<0.01%newTimeline
TMQTRILOGY METALS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,142 shares; 2025Q2: 12,105 shares; 2025Q3: 18,774 shares; 2025Q4: 12,114 shares; 2026Q1: 1,611 shares 1,611$5.78K<0.01%-10,503Timeline
COFSCHOICEONE FINANCIAQuarterly 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: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205$5.77K<0.01%0Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256$5.75K<0.01%0Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,930 shares; 2025Q1: 3,990 shares; 2025Q2: 29,050 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620$5.75K<0.01%0Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 1,857 shares; 2026Q1: 574 shares 574$5.75K<0.01%-1,283Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 1,970 shares; 2025Q1: 1,870 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 510 shares; 2026Q1: 139 shares 139$5.74K<0.01%-371Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 456 shares; 2025Q1: 100 shares; 2025Q2: 127 shares; 2025Q3: 116 shares; 2025Q4: 214 shares; 2026Q1: 254 shares 254$5.71K<0.01%+40Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 450 shares; 2025Q2: 200 shares; 2025Q3: 35,566 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$5.69K<0.01%0Timeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 80 shares; 2025Q2: 88 shares; 2025Q3: 237 shares; 2025Q4: 236 shares; 2026Q1: 87 shares 87$5.68K<0.01%-149Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,030 shares; 2025Q1: 1,931 shares; 2025Q2: 620 shares; 2025Q3: 6 shares; 2025Q4: 9 shares; 2026Q1: 16 shares 16$5.66K<0.01%+7Timeline
IFNABERDEEN INDIA FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$5.66K<0.01%0Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167$5.65K<0.01%0Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 50 shares; 2025Q1: 43 shares; 2025Q2: 44 shares; 2025Q3: 47 shares; 2025Q4: 45 shares; 2026Q1: 44 shares 44$5.65K<0.01%-1Timeline
CPZCALAMOS LNG SHR EQT DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 124 shares; 2025Q3: 127 shares; 2025Q4: 404 shares; 2026Q1: 415 shares 415$5.64K<0.01%+11Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 50 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: 131 shares; 2026Q1: 129 shares 129$5.64K<0.01%-2Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154$5.63K<0.01%0Timeline
RDIVINVESCO EXCH TRADED FD TR IIQuarterly 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: 101 shares 101$5.62K<0.01%newTimeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$5.6K<0.01%0Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 27 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 38 shares 38$5.59K<0.01%+13Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 73 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 30 shares; 2026Q1: 38 shares 38$5.57K<0.01%+8Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,867 shares; 2024Q4: 16,865 shares; 2025Q1: 72,505 shares; 2025Q2: 69,705 shares; 2025Q3: 40,730 shares; 2025Q4: 27,792 shares; 2026Q1: 130 shares 130$5.53K<0.01%-27,662Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99$5.52K<0.01%0Timeline
AVOMISSION PRODUCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$5.5K<0.01%0Timeline
GOAUETF SER SOLUTIONSQuarterly 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: 124 shares 124$5.5K<0.01%newTimeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 67 shares; 2025Q1: 56 shares; 2025Q2: 71 shares; 2025Q3: 83 shares; 2025Q4: 60 shares; 2026Q1: 32 shares 32$5.49K<0.01%-28Timeline
IMMRIMMERSION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$5.46K<0.01%0Timeline
PJPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52$5.4K<0.01%0Timeline
CIMCHIMERA INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 426 shares 426$5.35K<0.01%+360Timeline
RRYDER SYS INCQuarterly 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: 26 shares 26$5.32K<0.01%newTimeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 53 shares 53$5.29K<0.01%0Timeline
AXIAYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 2,531 shares; 2025Q4: 469 shares; 2026Q1: 469 shares 469$5.29K<0.01%0Timeline
GHCGRAHAM HLDGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5$5.29K<0.01%0Timeline
GTXGARRETT MOTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 139 shares; 2025Q4: 1,489 shares; 2026Q1: 289 shares 289$5.25K<0.01%-1,200Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 62 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62$5.25K<0.01%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 116 shares; 2025Q1: 239 shares; 2025Q2: 124 shares; 2025Q3: 125 shares; 2025Q4: 137 shares; 2026Q1: 77 shares 77$5.24K<0.01%-60Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189$5.24K<0.01%0Timeline
AGOASSURED GUARANTY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 64 shares 64$5.21K<0.01%+58Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 516 shares; 2025Q1: 487 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 347 shares 347$5.21K<0.01%0Timeline
DVOLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$5.19K<0.01%0Timeline
NFTYFIRST TR EXCH TRD ALPHDX FDQuarterly 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: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$5.15K<0.01%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 196 shares; 2025Q1: 194 shares; 2025Q2: 118 shares; 2025Q3: 109 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39$5.14K<0.01%0Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 7 shares; 2025Q4: 5 shares; 2026Q1: 15 shares 15$5.14K<0.01%+10Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 8,619 shares; 2025Q1: 8,619 shares; 2025Q2: 3,919 shares; 2025Q3: 3,619 shares; 2025Q4: 3,619 shares; 2026Q1: 441 shares 441$5.12K<0.01%-3,178Timeline
PRNTARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$5.11K<0.01%0Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,134 shares; 2025Q1: 2,668 shares; 2025Q2: 1,071 shares; 2025Q3: 709 shares; 2025Q4: 1,109 shares; 2026Q1: 304 shares 304$5.11K<0.01%-805Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 5,980 shares; 2025Q1: 5,980 shares; 2025Q2: 5,640 shares; 2025Q3: 5,732 shares; 2025Q4: 1,451 shares; 2026Q1: 298 shares 298$5.08K<0.01%-1,153Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 161 shares; 2025Q1: 162 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37$5.07K<0.01%0Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 143 shares; 2026Q1: 53 shares 53$5.07K<0.01%-90Timeline
GDMNWISDOMTREE TRQuarterly 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: 50 shares 50$5.06K<0.01%newTimeline
IFSINTERCORP FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$5.02K<0.01%0Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: not reported; 2025Q1: 1,173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares 54$5K<0.01%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$4.98K<0.01%0Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110$4.97K<0.01%newTimeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 338 shares; 2026Q1: 330 shares 330$4.96K<0.01%-8Timeline
ETOEATON VANCE TAX-ADVANTAGED GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 185 shares 185$4.93K<0.01%-115Timeline
AOUTAMERICAN OUTDOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 585 shares; 2025Q1: 1,625 shares; 2025Q2: 650 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525$4.9K<0.01%0Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167$4.85K<0.01%0Timeline
IOOISHARES TRQuarterly 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: 40 shares; 2026Q1: 40 shares 40$4.84K<0.01%0Timeline
RWAYRUNWAY GROWTH FINANCE CORPQuarterly 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: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700$4.81K<0.01%0Timeline
UAMYUNITED STATES ANTIMONY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550$4.8K<0.01%0Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 2,087 shares; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 441 shares 441$4.8K<0.01%0Timeline
HUSVFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125$4.79K<0.01%0Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38$4.79K<0.01%0Timeline
ETBEATON VANCE TAX MNGED BUY WRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330$4.76K<0.01%0Timeline
XFOFXCOHEN & STEERS CLOSED-ENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 335 shares; 2025Q1: 342 shares; 2025Q2: 350 shares; 2025Q3: 357 shares; 2025Q4: 364 shares; 2026Q1: 371 shares 371$4.76K<0.01%+7Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 126 shares; 2025Q4: 111 shares; 2026Q1: 92 shares 92$4.75K<0.01%-19Timeline
NATNORDIC AMERICAN TANKERS LIMIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$4.69K<0.01%0Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 59 shares; 2025Q1: 34 shares; 2025Q2: 40 shares; 2025Q3: 33 shares; 2025Q4: 47 shares; 2026Q1: 33 shares 33$4.61K<0.01%-14Timeline
USSGDBX ETF TRQuarterly 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: 76 shares; 2026Q1: 76 shares 76$4.56K<0.01%0Timeline
CPRICAPRI HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 408 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 266 shares; 2026Q1: 258 shares 258$4.55K<0.01%-8Timeline
SPAQLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$4.54K<0.01%0Timeline
CRMLCRITICAL METALS CORPQuarterly 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: 570 shares 570$4.53K<0.01%newTimeline
JBGSJBG SMITH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 3,946 shares; 2025Q1: 3,874 shares; 2025Q2: 3,586 shares; 2025Q3: 3,400 shares; 2025Q4: 800 shares; 2026Q1: 305 shares 305$4.45K<0.01%-495Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 29 shares; 2025Q1: 26 shares; 2025Q2: 51 shares; 2025Q3: 509 shares; 2025Q4: 8 shares; 2026Q1: 28 shares 28$4.43K<0.01%+20Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31$4.43K<0.01%0Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 74 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 69 shares; 2025Q4: 77 shares; 2026Q1: 69 shares 69$4.42K<0.01%-8Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 1,204 shares; 2025Q2: 372 shares; 2025Q3: 80 shares; 2025Q4: 82 shares; 2026Q1: 92 shares 92$4.36K<0.01%+10Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 156 shares; 2025Q1: 132 shares; 2025Q2: 235 shares; 2025Q3: 234 shares; 2025Q4: 157 shares; 2026Q1: 30 shares 30$4.36K<0.01%-127Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,312 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 99 shares 99$4.35K<0.01%-712Timeline
NNYNUVEEN N Y MUN VALUE FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519$4.33K<0.01%0Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 370 shares; 2025Q1: 373 shares; 2025Q2: 33 shares; 2025Q3: 42 shares; 2025Q4: 33 shares; 2026Q1: 44 shares 44$4.3K<0.01%+11Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 32 shares; 2025Q3: 34 shares; 2025Q4: 44 shares; 2026Q1: 34 shares 34$4.28K<0.01%-10Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly 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: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96$4.27K<0.01%0Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 1,791 shares; 2025Q1: 1,402 shares; 2025Q2: 170 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95$4.26K<0.01%0Timeline
FTITECHNIPFMC PLCQuarterly 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: 62 shares 62$4.26K<0.01%newTimeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,207 shares; 2024Q4: 55,657 shares; 2025Q1: 14,440 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122 shares 122$4.26K<0.01%newTimeline
AIAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$4.25K<0.01%0Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 7,276 shares; 2025Q1: 3,178 shares; 2025Q2: 3,158 shares; 2025Q3: 658 shares; 2025Q4: not reported; 2026Q1: 500 shares 500$4.21K<0.01%newTimeline
GSMFERROGLOBE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,594 shares; 2025Q1: 5,594 shares; 2025Q2: 5,594 shares; 2025Q3: 5,594 shares; 2025Q4: 8,334 shares; 2026Q1: 1,018 shares 1,018$4.19K<0.01%-7,316Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55$4.18K<0.01%0Timeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 151 shares; 2025Q1: 124 shares; 2025Q2: 86 shares; 2025Q3: 87 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$4.17K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 707 shares; 2025Q1: 572 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193$4.15K<0.01%0Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$4.14K<0.01%0Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,432 shares; 2025Q2: 1,441 shares; 2025Q3: 271 shares; 2025Q4: 136 shares; 2026Q1: 91 shares 91$4.12K<0.01%-45Timeline
AMPHAMPHASTAR PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 217 shares; 2025Q4: 213 shares; 2026Q1: 206 shares 206$4.04K<0.01%-7Timeline
MOTIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118$4.03K<0.01%0Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 860 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 929 shares; 2026Q1: 800 shares 800$4.02K<0.01%-129Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly 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: 43 shares 43$4K<0.01%newTimeline
SPHRSPHERE ENTERTAINMENT COQuarterly 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: 34 shares; 2026Q1: 34 shares 34$3.99K<0.01%0Timeline
IPACISHARES TRQuarterly 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: 52 shares; 2026Q1: 52 shares 52$3.98K<0.01%0Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 28 shares; 2025Q1: 29 shares; 2025Q2: 47 shares; 2025Q3: 99 shares; 2025Q4: 128 shares; 2026Q1: 36 shares 36$3.95K<0.01%-92Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 7,776 shares; 2025Q1: 8,751 shares; 2025Q2: 8,601 shares; 2025Q3: 6,351 shares; 2025Q4: 3,619 shares; 2026Q1: 164 shares 164$3.92K<0.01%-3,455Timeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,100 shares; 2024Q4: 30,500 shares; 2025Q1: 5,030 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330$3.92K<0.01%0Timeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430$3.87K<0.01%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 1,396 shares; 2025Q2: 470 shares; 2025Q3: 75 shares; 2025Q4: 60 shares; 2026Q1: 48 shares 48$3.86K<0.01%-12Timeline
IBRXIMMUNITYBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 844 shares; 2026Q1: 499 shares 499$3.83K<0.01%-345Timeline
PDNINVESCO EXCH TRADED FD TR IIQuarterly 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: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88$3.82K<0.01%0Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84$3.81K<0.01%0Timeline
HXLHEXCEL CORP NEWQuarterly 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: 47 shares 47$3.8K<0.01%newTimeline
IMAXIMAX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 154 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$3.8K<0.01%0Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 1,517 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 356 shares; 2025Q4: 68 shares; 2026Q1: 144 shares 144$3.79K<0.01%+76Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 77 shares; 2025Q1: 135 shares; 2025Q2: 176 shares; 2025Q3: 245 shares; 2025Q4: 559 shares; 2026Q1: 142 shares 142$3.75K<0.01%-417Timeline
PAMPAMPA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42$3.72K<0.01%0Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 595 shares; 2025Q1: 652 shares; 2025Q2: 37 shares; 2025Q3: 55 shares; 2025Q4: 95 shares; 2026Q1: 80 shares 80$3.71K<0.01%-15Timeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 48 shares; 2025Q1: 46 shares; 2025Q2: 38 shares; 2025Q3: 44 shares; 2025Q4: 70 shares; 2026Q1: 80 shares 80$3.69K<0.01%+10Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 110 shares; 2025Q3: 113 shares; 2025Q4: 175 shares; 2026Q1: 196 shares 196$3.66K<0.01%+21Timeline
ERXDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35$3.65K<0.01%0Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126$3.65K<0.01%0Timeline
UWMCUWM HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$3.62K<0.01%0Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 157 shares 157$3.62K<0.01%+8Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 115 shares; 2025Q1: 127 shares; 2025Q2: 47 shares; 2025Q3: 13 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17$3.6K<0.01%0Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 114 shares; 2025Q1: 39 shares; 2025Q2: 20 shares; 2025Q3: 23 shares; 2025Q4: 22 shares; 2026Q1: 37 shares 37$3.57K<0.01%+15Timeline
EFTEATON VANCE FLOATING RATE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330$3.54K<0.01%0Timeline
VABKVIRGINIA NATL BK CHRLOTSVLEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 90 shares; 2025Q2: 91 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92$3.53K<0.01%0Timeline
EFXTENERFLEX LTDQuarterly 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: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168$3.52K<0.01%0Timeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares 273$3.5K<0.01%0Timeline
RDWRRADWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133$3.5K<0.01%0Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 49 shares; 2025Q1: 31 shares; 2025Q2: 32 shares; 2025Q3: 33 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30$3.45K<0.01%0Timeline
CELCCELCUITY INCQuarterly 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: 30 shares 30$3.42K<0.01%newTimeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183$3.42K<0.01%0Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,086 shares; 2025Q1: 980 shares; 2025Q2: 894 shares; 2025Q3: 999 shares; 2025Q4: 389 shares; 2026Q1: 46 shares 46$3.41K<0.01%-343Timeline
BETZLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 180 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 190 shares 190$3.39K<0.01%+8Timeline
PTFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39$3.39K<0.01%0Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$3.38K<0.01%0Timeline
LOGILOGITECH INTL S AQuarterly 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: 36 shares; 2025Q4: not reported; 2026Q1: 37 shares 37$3.37K<0.01%newTimeline
LIVNLIVANOVA PLCQuarterly 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: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53$3.37K<0.01%0Timeline
USIGISHARES TRQuarterly 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: 75 shares; 2025Q4: 75 shares; 2026Q1: 65 shares 65$3.34K<0.01%-10Timeline
ZROZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52$3.33K<0.01%0Timeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308$3.33K<0.01%0Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 5,185 shares; 2025Q1: 7,625 shares; 2025Q2: 7,215 shares; 2025Q3: 7,565 shares; 2025Q4: 2,095 shares; 2026Q1: 315 shares 315$3.32K<0.01%-1,780Timeline
INFYINFOSYS LTDQuarterly 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: 140 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245$3.31K<0.01%0Timeline
SSTKSHUTTERSTOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199$3.3K<0.01%0Timeline
GOLYSTRATEGY SHSQuarterly 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: 102 shares; 2026Q1: 111 shares 111$3.27K<0.01%+9Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 457 shares; 2025Q2: 467 shares; 2025Q3: 3,808 shares; 2025Q4: 5,472 shares; 2026Q1: 472 shares 472$3.24K<0.01%-5,000Timeline
SPRYARS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$3.21K<0.01%0Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,248 shares; 2025Q1: 2,796 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$3.2K<0.01%0Timeline
SRTASTRATA CRITICAL MEDICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares 763$3.19K<0.01%0Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 900 shares; 2025Q1: 940 shares; 2025Q2: 40 shares; 2025Q3: 240 shares; 2025Q4: 440 shares; 2026Q1: 50 shares 50$3.17K<0.01%-390Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,151 shares; 2025Q2: 12,117 shares; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 94 shares 94$3.15K<0.01%0Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77$3.12K<0.01%0Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 39 shares 39$3.12K<0.01%-168Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 154 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55$3.12K<0.01%0Timeline
LACLITHIUM AMERS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 1,786 shares; 2026Q1: 786 shares 786$3.11K<0.01%-1,000Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 343 shares; 2025Q1: 267 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 119 shares 119$3.1K<0.01%-6Timeline
PGENPRECIGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,400 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$3.1K<0.01%0Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 72 shares; 2025Q2: 335 shares; 2025Q3: 659 shares; 2025Q4: 172 shares; 2026Q1: 29 shares 29$3.08K<0.01%-143Timeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 826 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105$3.08K<0.01%0Timeline
ALABASTERA LABS INCQuarterly 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: 2,126 shares; 2025Q4: 2,136 shares; 2026Q1: 28 shares 28$3.07K<0.01%-2,108Timeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146$3.05K<0.01%0Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 27 shares; 2026Q1: 10 shares 10$3.04K<0.01%-17Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 7,954 shares; 2025Q1: 7,954 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61$3.04K<0.01%0Timeline
VYXNCR VOYIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 6,570 shares; 2025Q1: 7,930 shares; 2025Q2: 3,555 shares; 2025Q3: 8,400 shares; 2025Q4: 2,080 shares; 2026Q1: 480 shares 480$3.04K<0.01%-1,600Timeline
CLOIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 249 shares; 2025Q4: 57 shares; 2026Q1: 58 shares 58$3.03K<0.01%+1Timeline
VTEIVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30$3K<0.01%0Timeline
UHALU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 62 shares 62$2.98K<0.01%-428Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 408 shares; 2025Q1: 668 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 448 shares; 2026Q1: 50 shares 50$2.98K<0.01%-398Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 205 shares; 2025Q1: 221 shares; 2025Q2: 117 shares; 2025Q3: 125 shares; 2025Q4: 39 shares; 2026Q1: 59 shares 59$2.98K<0.01%+20Timeline
MMLPMARTIN MIDSTREAM PRTNRS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares 1,077$2.97K<0.01%0Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 2,593 shares; 2025Q1: 436 shares; 2025Q2: 97 shares; 2025Q3: 28 shares; 2025Q4: 21 shares; 2026Q1: 12 shares 12$2.93K<0.01%-9Timeline
EZPWEZCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115$2.92K<0.01%0Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120$2.9K<0.01%0Timeline
NIUNIU TECHNOLOGIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$2.89K<0.01%0Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 129 shares; 2025Q1: 79 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 31 shares 31$2.86K<0.01%-14Timeline
BTZBLACKROCK CR ALLOCATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 919 shares; 2025Q4: 284 shares; 2026Q1: 283 shares 283$2.86K<0.01%-1Timeline
HFROHIGHLAND OPPS & INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$2.85K<0.01%0Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,562 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 52 shares 52$2.85K<0.01%-89Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39$2.85K<0.01%0Timeline
SAMGSILVERCREST ASSET MGMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 205 shares; 2025Q3: 208 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211$2.83K<0.01%0Timeline
CPACOPA HOLDINGS SAQuarterly 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: 25 shares; 2026Q1: 25 shares 25$2.83K<0.01%0Timeline
CPFCENTRAL PAC FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88$2.81K<0.01%0Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,313 shares; 2025Q1: 1,312 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 312 shares; 2026Q1: 22 shares 22$2.79K<0.01%-290Timeline
SBIOALPS ETF TRQuarterly 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: 44 shares; 2026Q1: 53 shares 53$2.77K<0.01%+9Timeline
PCEFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 907 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147$2.77K<0.01%0Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 260 shares; 2025Q1: 261 shares; 2025Q2: 262 shares; 2025Q3: 74 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102$2.75K<0.01%0Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475$2.75K<0.01%0Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 68 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37$2.74K<0.01%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 252 shares; 2025Q1: 207 shares; 2025Q2: 206 shares; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 14 shares 14$2.73K<0.01%+6Timeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113$2.71K<0.01%0Timeline
ASXASE TECHNOLOGY HLDG CO LTDQuarterly 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: 124 shares; 2026Q1: 124 shares 124$2.69K<0.01%0Timeline
KEPKOREA ELEC PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187$2.67K<0.01%0Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 469 shares; 2025Q1: 365 shares; 2025Q2: 384 shares; 2025Q3: 184 shares; 2025Q4: 2,780 shares; 2026Q1: 44 shares 44$2.66K<0.01%-2,736Timeline
IHSIHS HOLDING LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 566 shares; 2025Q3: 319 shares; 2025Q4: 2,445 shares; 2026Q1: 319 shares 319$2.62K<0.01%-2,126Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 525 shares; 2025Q1: 547 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182$2.62K<0.01%0Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 539 shares; 2025Q1: 9 shares; 2025Q2: 10 shares; 2025Q3: 8 shares; 2025Q4: 5 shares; 2026Q1: 8 shares 8$2.62K<0.01%+3Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12$2.61K<0.01%0Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 191 shares; 2025Q1: 208 shares; 2025Q2: 37 shares; 2025Q3: 36 shares; 2025Q4: 19 shares; 2026Q1: 33 shares 33$2.61K<0.01%+14Timeline
UTIUNIVERSAL TECHNICAL INST INCQuarterly 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: 72 shares 72$2.6K<0.01%newTimeline
MEMXMATTHEWS ASIA FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 565 shares; 2025Q1: 165 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65$2.59K<0.01%0Timeline
XPPPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 113 shares; 2025Q3: 114 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115$2.57K<0.01%0Timeline
BANRBANNER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 42 shares 42$2.55K<0.01%-1Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122$2.54K<0.01%0Timeline
CGNTCOGNYTE SOFTWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares 314$2.54K<0.01%0Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25$2.54K<0.01%0Timeline
SBIWESTERN ASSET INTER MUNIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330$2.53K<0.01%0Timeline
ERIEERIE INDTY COQuarterly 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 shares; 2025Q3: 2 shares; 2025Q4: 7 shares; 2026Q1: 10 shares 10$2.51K<0.01%+3Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$2.47K<0.01%0Timeline

Sold out in Q1 2026

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

The largest 100 of 187. All 187

SecurityShares beforeValue beforeType
BXMXNUVEEN S&P 500 BUY-WRITE INCOM41,243$606Kshares
AZNASTRAZENECA PLC-SPONS ADR6,556$603Kshares
VALVALARIS LTD10,453$527Kshares
INODINNODATA INC8,526$434Kshares
JPUSJ P MORGAN EXCHANGE TRADED F3,051$378Kshares
HIPOHIPPO HLDGS INC10,779$324Kshares
NTRLFIRST TR EXCH TRADED FD III15,006$310Kshares
IBHIISHARES TR12,548$297Kshares
TMDXTRANSMEDICS GROUP INC2,236$272Kshares
UTHRUNITED THERAPEUTICS CORP DEL309$151Kshares
SRVRPACER FDS TR4,034$116Kshares
FPXFIRST TR EXCHANGE-TRADED FD638$104Kshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR10,000$100Kshares
EXASEXACT SCIENCES CORP848$86.2Kshares
AIVCAMPLIFY ETF TR1,003$68Kshares
NFXSDIREXION SHARES ETF TRUST3,000$51.8Kshares
GFFGRIFFON CORP700$51.6Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL109$48.6Kshares
OBDCBLUE OWL CAPITAL CORPORATION3,680$45.7Kshares
SPNTSIRIUSPOINT LTD2,000$43.8Kshares
FTFRANKLIN UNVL TR4,940$39.5Kshares
ESMLISHARES TR797$36.7Kshares
AGFIRST MAJESTIC SILVER CORP2,100$35Kshares
TIGOMILLICOM INTL CELLULAR S A525$29.1Kshares
COLDAMERICOLD REALTY TRUST INC2,200$28.3Kshares
BBUCBROOKFIELD BUSINESS HOLDINGS750$26.9Kshares
FLGFLAGSTAR BANK NATIONAL ASSOC2,100$26.4Kshares
WLDNWILLDAN GROUP INC255$26.4Kshares
CABOCABLE ONE INC220$24.8Kshares
CMACOMERICA INC277$24.1Kshares
IYJISHARES TR160$23.7Kshares
CRCCALIFORNIA RES CORP530$23.7Kshares
AQNALGONQUIN POWER & UTILITIES3,800$23.4Kshares
JMBSJANUS DETROIT STR TR494$22.6Kshares
SEBSEABOARD CORP DEL5$22.2Kshares
VNTVONTIER CORPORATION594$22.1Kshares
WTIUBANK OF MONTREAL2,312$21.9Kshares
NENOBLE CORP PLC763$21.5Kshares
PBPROSPERITY BANCSHARES INC306$21.1Kshares
XPCQXPIMCO CALIF MUN INCOME FD2,415$21.1Kshares
XFLTXAI OCTAGON FLOATING RATE & AL4,365$21Kshares
UMHUMH PPTYS INC1,300$20.7Kshares
GPKGRAPHIC PACKAGING HLDG CO1,367$20.6Kshares
PIPRPIPER SANDLER COS59$20.1Kshares
OCSLOAKTREE SPECIALTY LENDING1,550$19.7Kshares
LBTYALIBERTY GLOBAL LTD1,714$19.1Kshares
PBFPBF ENERGY INC700$19Kshares
DBRGDIGITALBRIDGE GROUP INC1,210$18.6Kshares
AIOTPOWERFLEET INC3,400$18.1Kshares
PNFPPINNACLE FINANCIAL PARTNERS188$17.9Kshares
PPLIPEOPLE INC446$17.4Kshares
QDELQUIDELORTHO CORP603$17.2Kshares
FCNCAFIRST CTZNS BANCSHARES INC D8$17.2Kshares
TESLSIMPLIFY EXCHANGE TRADED FUN986$17Kshares
AVAHAVEANNA HEALTHCARE HLDGS INC2,000$16.3Kshares
HIMSHIMS & HERS HEALTH INC503$16.3Kshares
CAPEDOUBLELINE ETF TRUST500$16.1Kshares
FERFERROVIAL NV239$15.4Kshares
EVEREVERQUOTE INC567$15.3Kshares
PRGOPERRIGO CO PLC1,083$15.1Kshares
GMABGENMAB A/S484$14.9Kshares
CNNECANNAE HLDGS INC940$14.8Kshares
UPWKUPWORK INC734$14.5Kshares
FPHFIVE POINT HOLDINGS LLC2,600$14.5Kshares
HGHAMILTON INSURANCE GROUP LTD520$14.5Kshares
PKOHPARK-OHIO HLDGS CORP690$14.4Kshares
OSCROSCAR HEALTH INC1,000$14.4Kshares
ENVAENOVA INTL INC91$14.3Kshares
TDSTELEPHONE & DATA SYS INC343$14.1Kshares
DKSDICKS SPORTING GOODS INC69$13.7Kshares
VNOVORNADO RLTY TR400$13.3Kshares
ARCOARCOS DORADOS HLDGS INC1,800$13.2Kshares
AMCOR PLCAMCOR PLC1,519$12.7Kshares
CXMSPRINKLR INC1,599$12.4Kshares
USLMUNITED STS LIME & MINERALS I100$12Kshares
SPYINEOS ETF TRUST225$11.8Kshares
RUSHBRUSH ENTERPRISES INC210$11.8Kshares
SUISUN CMNTYS INC95$11.8Kshares
BSRRSIERRA BANCORP360$11.8Kshares
TARSTARSUS PHARMACEUTICALS INC143$11.7Kshares
PSFEPAYSAFE LIMITED1,400$11.3Kshares
EXKENDEAVOUR SILVER CORP1,200$11.3Kshares
DTDYNATRACE INC259$11.2Kshares
RPAYREPAY HLDGS CORP3,000$10.9Kshares
INSEINSPIRED ENTMT INC1,150$10.8Kshares
CNEQTHE ALGER ETF TRUST312$10.7Kshares
BRSPBRIGHTSPIRE CAPITAL INC1,900$10.6Kshares
BIOBIO RAD LABS INC35$10.6Kshares
GEFGREIF INC150$10.2Kshares
BLACKROCK MUNIHOLDINGS QUAL…BLACKROCK MUNIHOLDINGS QUALITY1,000$10Kshares
MSTXTIDAL TR II DEFIANCE DAILY TAR2,500$9.62Kshares
BHCBAUSCH HEALTH COS INC1,353$9.4Kshares
VSTSVESTIS CORPORATION1,400$9.34Kshares
LUCKLUCKY STRIKE ENTERTAINMENT C1,100$9.32Kshares
PEBOPEOPLES BANCORP INC310$9.31Kshares
PRDOPERDOCEO ED CORP315$9.24Kshares
OSURORASURE TECHNOLOGIES INC3,800$9.2Kshares
VCLTVANGUARD SCOTTSDALE FDS120$9.1Kshares
GLREGREENLIGHT CAP RE LTD620$9.04Kshares
EWBCEAST WEST BANCORP INC79$8.88Kshares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001858740-26-000002 base2026-04-22acceptance time not in the bulk data set