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Steward Partners Investment Advisory, LLC

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13F filer, CIK 1723397, STAMFORD, CT

Steward Partners Investment Advisory, LLC reported $18,236,601,893 across 4,309 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12. Its ten largest share positions make up 23.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001723397-26-000001

Period
2025-12-31
Reported value
$18.2B
Holdings
4,309
Top 10 weight
23.64%
New
264
Sold out
216

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IEMGadded+1,345,599$90.5M
PJANadded+1,501,558$70.6M
NFLXadded+526,215$49.3M
APLUnew+1,817,616$45.4M
MSFTadded+81,783$39.6M

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
POCTreduced-1,451,406-$63.7M
NVDAreduced-149,185-$27.8M
IVWreduced-222,025-$27.4M
SHYreduced-302,463-$25M
SPHQreduced-243,494-$18.3M

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, Q4 2025

Share positions as resolved from 13F-HR 0001723397-26-000001, largest first. % of portfolio is the value over $18,236,601,893, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MBLYMOBILEYE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 14,218 shares; 2025Q1: 12,575 shares; 2025Q2: 9,181 shares; 2025Q3: 7,769 shares; 2025Q4: 6,563 shares 6,563$68.5K<0.01%-1,206Timeline
OGIGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300$68.3K<0.01%0Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,270 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares 3,270$68.1K<0.01%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 613 shares; 2025Q1: 1,099 shares; 2025Q2: 1,053 shares; 2025Q3: 1,032 shares; 2025Q4: 1,311 shares 1,311$67.9K<0.01%+279Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,048 shares; 2025Q1: 899 shares; 2025Q2: 817 shares; 2025Q3: 917 shares; 2025Q4: 792 shares 792$67.5K<0.01%-125Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 17,050 shares; 2025Q1: 23,593 shares; 2025Q2: 8,450 shares; 2025Q3: 2,026 shares; 2025Q4: 2,026 shares 2,026$67.4K<0.01%0Timeline
KNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares 2,363$67.3K<0.01%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 1,375 shares 1,375$67K<0.01%+550Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 238 shares; 2025Q1: 210 shares; 2025Q2: 299 shares; 2025Q3: 618 shares; 2025Q4: 618 shares 618$67K<0.01%0Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 157 shares; 2025Q1: 117 shares; 2025Q2: 154 shares; 2025Q3: 159 shares; 2025Q4: 97 shares 97$66.9K<0.01%-62Timeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 1,068 shares; 2025Q4: 784 shares 784$66.8K<0.01%-284Timeline
SHYMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 2,280 shares; 2025Q1: 2,062 shares; 2025Q2: 1,860 shares; 2025Q3: 3,275 shares; 2025Q4: 3,002 shares 3,002$66.7K<0.01%-273Timeline
TDAQETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,557 shares 2,557$66.7K<0.01%newTimeline
PLTMGRANITESHARES PLATINUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,225 shares; 2025Q4: 3,377 shares 3,377$66.6K<0.01%+2,152Timeline
TCPCBLACKROCK TCP CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,224 shares; 2024Q4: 13,123 shares; 2025Q1: 13,563 shares; 2025Q2: 13,563 shares; 2025Q3: 12,534 shares; 2025Q4: 12,156 shares 12,156$66.5K<0.01%-378Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 5,219 shares 5,219$66.1K<0.01%+3,119Timeline
ASURASURE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares 7,000$65.9K<0.01%newTimeline
AIRAAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 328 shares; 2025Q1: 648 shares; 2025Q2: 316 shares; 2025Q3: 796 shares; 2025Q4: 796 shares 796$65.9K<0.01%0Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 559 shares; 2025Q1: 573 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares 1,417$65.9K<0.01%0Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,325 shares; 2025Q3: 1,305 shares; 2025Q4: 1,123 shares 1,123$65.7K<0.01%-182Timeline
NATHNATHANS FAMOUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$65.5K<0.01%0Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 3,591 shares; 2025Q1: 4,497 shares; 2025Q2: 3,734 shares; 2025Q3: 4,753 shares; 2025Q4: 4,625 shares 4,625$65.5K<0.01%-128Timeline
GRCGORMAN RUPP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares 1,370$65.4K<0.01%0Timeline
CDLVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950$65.4K<0.01%0Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,125 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,325 shares; 2025Q4: 1,225 shares 1,225$65.4K<0.01%-100Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,102 shares 4,102$65K<0.01%newTimeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares 1,560$64.9K<0.01%0Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 56 shares; 2025Q3: 740 shares; 2025Q4: 740 shares 740$64.9K<0.01%0Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,265 shares; 2025Q3: 1,435 shares; 2025Q4: 1,335 shares 1,335$64.8K<0.01%-100Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,493 shares; 2025Q1: 3,564 shares; 2025Q2: 2,996 shares; 2025Q3: 2,846 shares; 2025Q4: 2,019 shares 2,019$64.8K<0.01%-827Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares 1,490$64.7K<0.01%0Timeline
HAYWHAYWARD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 293 shares; 2025Q2: 141 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares 4,180$64.6K<0.01%0Timeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013$64.5K<0.01%0Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 4,575 shares; 2025Q1: 4,819 shares; 2025Q2: 3,996 shares; 2025Q3: 3,438 shares; 2025Q4: 1,681 shares 1,681$64.5K<0.01%-1,757Timeline
CNEQTHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 1,875 shares 1,875$64.5K<0.01%+1,225Timeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 14,635 shares; 2025Q1: 18,410 shares; 2025Q2: 2,390 shares; 2025Q3: 1,252 shares; 2025Q4: 1,276 shares 1,276$64.4K<0.01%+24Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,627 shares; 2025Q1: 2,539 shares; 2025Q2: 2,589 shares; 2025Q3: 1,429 shares; 2025Q4: 1,179 shares 1,179$64.3K<0.01%-250Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 1,733 shares; 2025Q1: 1,594 shares; 2025Q2: 1 shares; 2025Q3: 1,730 shares; 2025Q4: 407 shares 407$64.2K<0.01%-1,323Timeline
WSBCWESBANCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,932 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares 1,932$64.2K<0.01%0Timeline
IGRCBRE GBL REAL ESTATE INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,281 shares; 2024Q4: 11,081 shares; 2025Q1: 17,439 shares; 2025Q2: 13,104 shares; 2025Q3: 14,622 shares; 2025Q4: 14,622 shares 14,622$64K<0.01%0Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 767 shares; 2025Q2: 729 shares; 2025Q3: 679 shares; 2025Q4: 687 shares 687$63.5K<0.01%+8Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 1,140 shares; 2025Q2: 1,065 shares; 2025Q3: 1,090 shares; 2025Q4: 644 shares 644$63.3K<0.01%-446Timeline
COLMCOLUMBIA SPORTSWEAR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,225 shares; 2025Q1: 1,238 shares; 2025Q2: 1,261 shares; 2025Q3: 1,255 shares; 2025Q4: 1,148 shares 1,148$63.2K<0.01%-107Timeline
AMGAFFILIATED MANAGERS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 403 shares; 2025Q1: 174 shares; 2025Q2: 175 shares; 2025Q3: 331 shares; 2025Q4: 219 shares 219$63.2K<0.01%-112Timeline
RXTRACKSPACE TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 64,828 shares 64,828$62.9K<0.01%+62,968Timeline
PCEFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,169 shares; 2025Q1: 4,289 shares; 2025Q2: 4,281 shares; 2025Q3: 4,281 shares; 2025Q4: 3,164 shares 3,164$62.9K<0.01%-1,117Timeline
XSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares 1,481$62.8K<0.01%0Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 1,021 shares; 2025Q2: 1,491 shares; 2025Q3: 1,500 shares; 2025Q4: 1,440 shares 1,440$62.7K<0.01%-60Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,761 shares; 2025Q1: 5,677 shares; 2025Q2: 5,502 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares 5,670$62.6K<0.01%0Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,137 shares 1,137$62.4K<0.01%newTimeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 10 shares; 2025Q1: 20,710 shares; 2025Q2: 19,132 shares; 2025Q3: 1,577 shares; 2025Q4: 1,868 shares 1,868$62.2K<0.01%+291Timeline
LQDALIQUIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 6,200 shares; 2025Q3: 1,801 shares; 2025Q4: 1,804 shares 1,804$62.2K<0.01%+3Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,161 shares; 2024Q4: 9,920 shares; 2025Q1: 9,963 shares; 2025Q2: 8,808 shares; 2025Q3: 9,188 shares; 2025Q4: 8,663 shares 8,663$62.1K<0.01%-525Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 849 shares; 2025Q1: 807 shares; 2025Q2: 567 shares; 2025Q3: 1,254 shares; 2025Q4: 1,060 shares 1,060$61.8K<0.01%-194Timeline
ALGTALLEGIANT TRAVEL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 725 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 725 shares 725$61.8K<0.01%-205Timeline
BBNXBETA BIONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,115 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 2,024 shares 2,024$61.7K<0.01%+509Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,388 shares; 2025Q4: 3,058 shares 3,058$61.6K<0.01%+670Timeline
KAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 2,307 shares 2,307$61.2K<0.01%0Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 1,933 shares; 2025Q3: 1,625 shares; 2025Q4: 1,477 shares 1,477$61.2K<0.01%-148Timeline
ARLOARLO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,071 shares; 2025Q4: 4,370 shares 4,370$61.1K<0.01%-4,701Timeline
DDTNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,185 shares 3,185$61.1K<0.01%newTimeline
WAFDWAFD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares 1,906$61K<0.01%0Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 966 shares; 2025Q4: 879 shares 879$61K<0.01%-87Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 992 shares; 2025Q4: 992 shares 992$60.9K<0.01%0Timeline
SBIWESTERN ASSET INTER MUNIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 8,216 shares; 2025Q2: 7,865 shares; 2025Q3: 7,865 shares; 2025Q4: 7,865 shares 7,865$60.4K<0.01%0Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 711 shares 711$60.3K<0.01%+396Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,373 shares; 2025Q1: 1,139 shares; 2025Q2: 923 shares; 2025Q3: 911 shares; 2025Q4: 876 shares 876$60.3K<0.01%-35Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 1,000 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,311 shares 1,311$60.2K<0.01%+50Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 1,054 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares 1,389$60.1K<0.01%0Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,134 shares; 2024Q4: 37,670 shares; 2025Q1: 35,535 shares; 2025Q2: 35,236 shares; 2025Q3: 34,610 shares; 2025Q4: 30,430 shares 30,430$59.9K<0.01%-4,180Timeline
BTALAGF INVTS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,992 shares; 2025Q1: 2,830 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,126 shares 4,126$59.4K<0.01%newTimeline
EVXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550$59.3K<0.01%0Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 433 shares; 2025Q4: 1,232 shares 1,232$59.2K<0.01%+799Timeline
BOKFBOK FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500$59.2K<0.01%newTimeline
PTHSPELTHOS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares 1,910$59.2K<0.01%0Timeline
UMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,778 shares; 2025Q4: 1,482 shares 1,482$59.2K<0.01%-296Timeline
BBUCBROOKFIELD BUSINESS HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650$59.2K<0.01%0Timeline
ICOPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 1,334 shares 1,334$59.1K<0.01%+794Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,095 shares; 2025Q3: 956 shares; 2025Q4: 542 shares 542$58.9K<0.01%-414Timeline
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,268 shares; 2025Q1: 1,284 shares; 2025Q2: 2,193 shares; 2025Q3: 1,152 shares; 2025Q4: 1,194 shares 1,194$58.8K<0.01%+42Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,981 shares; 2025Q4: 1,965 shares 1,965$58.7K<0.01%-16Timeline
BIDDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,487 shares; 2025Q1: 2,737 shares; 2025Q2: 2,644 shares; 2025Q3: 2,372 shares; 2025Q4: 2,032 shares 2,032$58.6K<0.01%-340Timeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 7,313 shares; 2025Q1: 10,701 shares; 2025Q2: 9,949 shares; 2025Q3: 9,851 shares; 2025Q4: 6,998 shares 6,998$58.4K<0.01%-2,853
GGNGAMCO GLOBAL GOLD NAT RES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,671 shares; 2024Q4: 148,087 shares; 2025Q1: 156,980 shares; 2025Q2: not reported; 2025Q3: 15,500 shares; 2025Q4: 11,300 shares 11,300$58.3K<0.01%-4,200Timeline
FTXOFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,543 shares 1,543$58.3K<0.01%+165Timeline
FBRTFRANKLIN BSP RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,810 shares; 2024Q4: 5,810 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,810 shares 5,810$58.3K<0.01%0Timeline
BLACKROCK MUNIHLDGS NY QLTYBLACKROCK MUNIHLDGS NY QLTYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,615 shares; 2025Q2: 5,695 shares; 2025Q3: 5,695 shares; 2025Q4: 5,695 shares 5,695$58.3K<0.01%0
DFPFLAHERTY & CRUMRINE DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,809 shares; 2025Q4: 2,800 shares 2,800$58.2K<0.01%-9Timeline
ABALLIANCEBERNSTEIN HLDG L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,946 shares; 2025Q1: 4,135 shares; 2025Q2: 4,135 shares; 2025Q3: 3,093 shares; 2025Q4: 1,513 shares 1,513$58.2K<0.01%-1,580Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 779 shares; 2025Q4: 729 shares 729$58.1K<0.01%-50Timeline
PMTPENNYMAC MTG INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 4,625 shares; 2025Q4: 4,625 shares 4,625$58K<0.01%0Timeline
PREFPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,340 shares; 2025Q2: 2,577 shares; 2025Q3: 1,340 shares; 2025Q4: 3,035 shares 3,035$57.9K<0.01%+1,695Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 602 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 745 shares; 2025Q4: 799 shares 799$57.7K<0.01%+54Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 620 shares; 2025Q4: 484 shares 484$57.4K<0.01%-136Timeline
RCKTROCKET PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 6,700 shares; 2025Q1: 11,340 shares; 2025Q2: 13,840 shares; 2025Q3: 13,840 shares; 2025Q4: 16,340 shares 16,340$57.4K<0.01%+2,500Timeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 1,189 shares; 2025Q1: 831 shares; 2025Q2: 1,364 shares; 2025Q3: 1,232 shares; 2025Q4: 1,883 shares 1,883$57.3K<0.01%+651Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 199 shares; 2025Q1: 30 shares; 2025Q2: 130 shares; 2025Q3: 40,737 shares; 2025Q4: 344 shares 344$57.2K<0.01%-40,393Timeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,416 shares; 2025Q1: 1,219 shares; 2025Q2: 1,210 shares; 2025Q3: 2,016 shares; 2025Q4: 1,445 shares 1,445$56.8K<0.01%-571Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 1,550 shares; 2025Q2: 1,768 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares 1,468$56.6K<0.01%0Timeline
FTLFFITLIFE BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 1,675 shares; 2025Q4: 3,478 shares 3,478$56.6K<0.01%+1,803Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,706 shares; 2025Q1: 2,812 shares; 2025Q2: 2,717 shares; 2025Q3: 2,298 shares; 2025Q4: 2,926 shares 2,926$56.6K<0.01%+628Timeline
XTOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,684 shares 1,684$56.4K<0.01%newTimeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 565 shares; 2025Q1: 456 shares; 2025Q2: 3,372 shares; 2025Q3: 3,364 shares; 2025Q4: 3,964 shares 3,964$56.2K<0.01%+600Timeline
VOYGVOYAGER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 1,960 shares; 2025Q4: 2,151 shares 2,151$56.2K<0.01%+191Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 464 shares; 2025Q3: 504 shares; 2025Q4: 982 shares 982$56.1K<0.01%+478Timeline
DDTOINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,589 shares 2,589$56K<0.01%newTimeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,705 shares; 2025Q1: 1,705 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares 1,755$55.9K<0.01%0Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 571 shares; 2025Q1: 577 shares; 2025Q2: 1,648 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares 1,777$55.9K<0.01%0Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,183 shares; 2025Q1: 1,167 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,503 shares 1,503$55.9K<0.01%-2Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,066 shares; 2025Q4: 1,029 shares 1,029$55.7K<0.01%-37Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 1,107 shares; 2025Q4: 1,553 shares 1,553$55.7K<0.01%+446Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 1,758 shares; 2025Q1: 1,784 shares; 2025Q2: 1,761 shares; 2025Q3: 1,764 shares; 2025Q4: 1,766 shares 1,766$55.6K<0.01%+2Timeline
WORWORTHINGTON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,079 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares 1,079$55.6K<0.01%0Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 369 shares 369$55.4K<0.01%+259Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 126 shares; 2025Q3: 707 shares; 2025Q4: 729 shares 729$55.2K<0.01%+22Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 6 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156$55.1K<0.01%0Timeline
MISLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares 1,286$55K<0.01%newTimeline
PIPRPIPER SANDLER COSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 153 shares; 2025Q4: 161 shares 161$54.7K<0.01%+8Timeline
BUIBLACKROCK UTILS INFRASTRUCTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares 2,125$54.6K<0.01%0Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 747 shares; 2025Q4: 747 shares 747$54.3K<0.01%0Timeline
BFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,114 shares; 2025Q4: 1,115 shares 1,115$54.3K<0.01%+1Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 390 shares; 2025Q1: 403 shares; 2025Q2: 398 shares; 2025Q3: 771 shares; 2025Q4: 526 shares 526$54.1K<0.01%-245Timeline
PBJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,271 shares; 2025Q1: 1,276 shares; 2025Q2: 1,282 shares; 2025Q3: 1,287 shares; 2025Q4: 1,202 shares 1,202$53.9K<0.01%-85Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,249 shares; 2024Q4: 10,626 shares; 2025Q1: 10,706 shares; 2025Q2: 13,730 shares; 2025Q3: 5,367 shares; 2025Q4: 5,391 shares 5,391$53.9K<0.01%+24Timeline
GELGENESIS ENERGY L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,678 shares; 2024Q4: 1,250 shares; 2025Q1: 4,545 shares; 2025Q2: 4,545 shares; 2025Q3: 3,445 shares; 2025Q4: 3,445 shares 3,445$53.7K<0.01%0Timeline
HLALLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares 865$53.7K<0.01%0Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,606 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,594 shares 2,594$53.6K<0.01%-12Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 795 shares; 2025Q1: 958 shares; 2025Q2: 784 shares; 2025Q3: 884 shares; 2025Q4: 792 shares 792$53.4K<0.01%-92Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 93 shares; 2025Q2: 83 shares; 2025Q3: 475 shares; 2025Q4: 527 shares 527$53.4K<0.01%+52Timeline
ALRMALARM COM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares 1,047$53.4K<0.01%0Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457 shares; 2025Q4: 1,242 shares 1,242$53.4K<0.01%+785Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 5,893 shares; 2025Q2: 5,943 shares; 2025Q3: 1,006 shares; 2025Q4: 1,040 shares 1,040$53.4K<0.01%+34Timeline
BBSCJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 586 shares; 2025Q3: 714 shares; 2025Q4: 714 shares 714$53.1K<0.01%0Timeline
IRDMIRIDIUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 4,858 shares; 2025Q1: 3,884 shares; 2025Q2: 2,216 shares; 2025Q3: 1,879 shares; 2025Q4: 3,052 shares 3,052$53K<0.01%+1,173Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 715 shares; 2025Q1: 583 shares; 2025Q2: 534 shares; 2025Q3: 836 shares; 2025Q4: 423 shares 423$53K<0.01%-413Timeline
CPLBNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,671 shares; 2025Q3: 2,555 shares; 2025Q4: 2,489 shares 2,489$52.8K<0.01%-66Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 3,449 shares 3,449$52.8K<0.01%+649Timeline
FLNGFLEX LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,588 shares; 2025Q1: 2,588 shares; 2025Q2: 1,589 shares; 2025Q3: 2,010 shares; 2025Q4: 2,110 shares 2,110$52.6K<0.01%+100Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 1,009 shares; 2025Q4: 1,010 shares 1,010$52.6K<0.01%+1Timeline
DAXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150$52.5K<0.01%0Timeline
SMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790$52.2K<0.01%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 2,491 shares; 2025Q1: 2,119 shares; 2025Q2: 1,614 shares; 2025Q3: 1,686 shares; 2025Q4: 1,592 shares 1,592$52.1K<0.01%-94Timeline
PSFFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,590 shares; 2025Q1: 4,620 shares; 2025Q2: 3,691 shares; 2025Q3: 2,056 shares; 2025Q4: 1,611 shares 1,611$52.1K<0.01%-445Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 4,607 shares; 2025Q1: 4,680 shares; 2025Q2: 4,767 shares; 2025Q3: 3,095 shares; 2025Q4: 2,930 shares 2,930$51.9K<0.01%-165Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 894 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 830 shares 830$51.8K<0.01%+22Timeline
JFBJFB CONSTR HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,308 shares; 2025Q4: 3,538 shares 3,538$51.7K<0.01%+230Timeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares 770$51.6K<0.01%0Timeline
CMBTCMB.TECH NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,827 shares; 2025Q1: 5,395 shares; 2025Q2: 5,873 shares; 2025Q3: 6,101 shares; 2025Q4: 5,348 shares 5,348$51.6K<0.01%-753Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 301 shares; 2025Q1: 336 shares; 2025Q2: 831 shares; 2025Q3: 761 shares; 2025Q4: 622 shares 622$51.5K<0.01%-139Timeline
UAMYUNITED STATES ANTIMONY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 10,250 shares 10,250$51.5K<0.01%+9,250Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 94 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 174 shares; 2025Q4: 135 shares 135$51.3K<0.01%-39Timeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 1,029 shares 1,029$51.3K<0.01%+88Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 737 shares; 2025Q1: 766 shares; 2025Q2: 784 shares; 2025Q3: 793 shares; 2025Q4: 805 shares 805$51.2K<0.01%+12Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,606 shares; 2024Q4: 8,567 shares; 2025Q1: 7,907 shares; 2025Q2: 7,908 shares; 2025Q3: 7,905 shares; 2025Q4: 7,905 shares 7,905$51.1K<0.01%0Timeline
SUREADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$51K<0.01%0Timeline
BBBLACKBERRY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,096 shares; 2024Q4: 36,194 shares; 2025Q1: 35,961 shares; 2025Q2: 19,043 shares; 2025Q3: 15,936 shares; 2025Q4: 13,436 shares 13,436$50.9K<0.01%-2,500Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 338 shares; 2025Q2: 508 shares; 2025Q3: 809 shares; 2025Q4: 809 shares 809$50.7K<0.01%0Timeline
NUVEEN CALIFORNIA SELECT TA…NUVEEN CALIFORNIA SELECT TAX-FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,813 shares; 2025Q1: 3,813 shares; 2025Q2: 3,813 shares; 2025Q3: 3,813 shares; 2025Q4: 3,813 shares 3,813$50.3K<0.01%0
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 646 shares 646$50.3K<0.01%newTimeline
SGDJSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 719 shares; 2025Q3: 1,174 shares; 2025Q4: 597 shares 597$50.2K<0.01%-577Timeline
EFCELLINGTON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 2,602 shares; 2025Q1: 1,847 shares; 2025Q2: 3,582 shares; 2025Q3: 3,630 shares; 2025Q4: 3,685 shares 3,685$50K<0.01%+55Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 1,189 shares; 2025Q1: 358 shares; 2025Q2: 790 shares; 2025Q3: 889 shares; 2025Q4: 778 shares 778$50K<0.01%-111Timeline
XBTAXBLACKROCK LNG-TRM MUNI ADVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,719 shares; 2024Q4: 4,848 shares; 2025Q1: 4,848 shares; 2025Q2: 4,848 shares; 2025Q3: 5,748 shares; 2025Q4: 5,380 shares 5,380$49.9K<0.01%-368Timeline
PABUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685$49.9K<0.01%0Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 1,850 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250$49.9K<0.01%0Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 1,521 shares; 2025Q1: 898 shares; 2025Q2: 579 shares; 2025Q3: 575 shares; 2025Q4: 617 shares 617$49.8K<0.01%+42Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 140 shares; 2025Q1: 1,494 shares; 2025Q2: 1,454 shares; 2025Q3: 159 shares; 2025Q4: 159 shares 159$49.4K<0.01%0Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 1,423 shares; 2025Q1: 1,714 shares; 2025Q2: 861 shares; 2025Q3: 839 shares; 2025Q4: 839 shares 839$49.4K<0.01%0Timeline
AORTARTIVION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares 1,082$49.4K<0.01%0Timeline
IIMINVESCO VALUE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 8,855 shares; 2025Q1: 8,607 shares; 2025Q2: 8,391 shares; 2025Q3: 4,164 shares; 2025Q4: 4,000 shares 4,000$49.3K<0.01%-164Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,080 shares; 2025Q4: 912 shares 912$49.2K<0.01%-168Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 985 shares 985$49.2K<0.01%+810Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 845 shares; 2025Q1: 1,045 shares; 2025Q2: 1,854 shares; 2025Q3: 2,518 shares; 2025Q4: 2,073 shares 2,073$49.1K<0.01%-445Timeline
PXIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 1,075 shares; 2025Q3: 1,180 shares; 2025Q4: 1,086 shares 1,086$49.1K<0.01%-94Timeline
FSMFORTUNA MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000$49K<0.01%0Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,994 shares; 2024Q4: 5,994 shares; 2025Q1: 971 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares 971$49K<0.01%0Timeline
SEBSEABOARD CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11$48.9K<0.01%0Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 581 shares 581$48.8K<0.01%newTimeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 8,290 shares; 2025Q1: 8,415 shares; 2025Q2: 2,074 shares; 2025Q3: 2,338 shares; 2025Q4: 1,030 shares 1,030$48.8K<0.01%-1,308Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 5,504 shares; 2025Q1: 8,489 shares; 2025Q2: 4,488 shares; 2025Q3: 1,544 shares; 2025Q4: 1,937 shares 1,937$48.6K<0.01%+393Timeline
SPDNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,149 shares 5,149$48.6K<0.01%newTimeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 902 shares; 2025Q1: 720 shares; 2025Q2: 602 shares; 2025Q3: 1,341 shares; 2025Q4: 602 shares 602$48.4K<0.01%-739Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 186 shares; 2025Q4: 109 shares 109$48.3K<0.01%-77Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 53 shares; 2025Q3: 896 shares; 2025Q4: 695 shares 695$48.3K<0.01%-201Timeline
SDCIUSCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 2,190 shares 2,190$48.2K<0.01%+948Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 461 shares; 2025Q4: 450 shares 450$47.9K<0.01%-11Timeline
MMINNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$47.9K<0.01%0Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 195 shares; 2025Q3: 1,180 shares; 2025Q4: 1,203 shares 1,203$47.7K<0.01%+23Timeline
RFIXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares 1,312$47.6K<0.01%0Timeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 17,313 shares; 2025Q1: 3,385 shares; 2025Q2: 2,142 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares 1,502$47.6K<0.01%0Timeline
BCSFBAIN CAP SPECIALTY FIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,296 shares; 2025Q1: 2,363 shares; 2025Q2: 3,604 shares; 2025Q3: 3,780 shares; 2025Q4: 3,422 shares 3,422$47.6K<0.01%-358Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 342 shares; 2025Q1: 509 shares; 2025Q2: 308 shares; 2025Q3: 189 shares; 2025Q4: 121 shares 121$47.6K<0.01%-68Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 179 shares; 2025Q1: 1,999 shares; 2025Q2: 902 shares; 2025Q3: 838 shares; 2025Q4: 545 shares 545$47.6K<0.01%-293Timeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 189 shares; 2025Q1: 211 shares; 2025Q2: 609 shares; 2025Q3: 1,607 shares; 2025Q4: 2,118 shares 2,118$47.6K<0.01%+511Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 709 shares; 2025Q1: 734 shares; 2025Q2: 382 shares; 2025Q3: 386 shares; 2025Q4: 374 shares 374$47.3K<0.01%-12Timeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 7,003 shares; 2025Q1: 2,409 shares; 2025Q2: 2,432 shares; 2025Q3: 2,452 shares; 2025Q4: 2,475 shares 2,475$47.3K<0.01%+23Timeline
XTNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 517 shares 517$47.2K<0.01%+257Timeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,575 shares; 2025Q3: 3,950 shares; 2025Q4: 1,950 shares 1,950$47.2K<0.01%-2,000Timeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,069 shares; 2025Q2: 1,174 shares; 2025Q3: 1,200 shares; 2025Q4: 1,205 shares 1,205$47K<0.01%+5Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,091 shares; 2025Q1: 1,127 shares; 2025Q2: 1,122 shares; 2025Q3: 1,047 shares; 2025Q4: 1,042 shares 1,042$47K<0.01%-5Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 2,950 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,250 shares; 2025Q4: 1,360 shares 1,360$46.9K<0.01%+110Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 1,571 shares; 2025Q1: 1,472 shares; 2025Q2: 1,239 shares; 2025Q3: 1,238 shares; 2025Q4: 966 shares 966$46.8K<0.01%-272Timeline
IMVPINVESCO INDIA EXCHANGE-TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 1,923 shares 1,923$46.7K<0.01%+1,598Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares; 2025Q2: 1,710 shares; 2025Q3: 1,610 shares; 2025Q4: 1,783 shares 1,783$46.7K<0.01%+173Timeline
ASXASE TECHNOLOGY HLDG CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 3,694 shares; 2025Q1: 2,751 shares; 2025Q2: 2,817 shares; 2025Q3: 2,877 shares; 2025Q4: 2,877 shares 2,877$46.3K<0.01%0Timeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares 2,010$46.2K<0.01%0Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 61 shares; 2025Q4: 83 shares 83$46.2K<0.01%+22Timeline
PKBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares 498$46.1K<0.01%newTimeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 1,329 shares; 2025Q1: 10,084 shares; 2025Q2: 5,615 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares 1,336$46.1K<0.01%0Timeline
PFIXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,083 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 961 shares 961$46.1K<0.01%-49Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 34 shares; 2025Q1: 30 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$46K<0.01%0Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,833 shares; 2024Q4: 15,093 shares; 2025Q1: 18,960 shares; 2025Q2: 7,860 shares; 2025Q3: 10,485 shares; 2025Q4: 9,014 shares 9,014$46K<0.01%-1,471Timeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 763 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares 414$45.9K<0.01%0Timeline
EWDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 1,791 shares; 2025Q1: 2,586 shares; 2025Q2: 1,422 shares; 2025Q3: 929 shares; 2025Q4: 929 shares 929$45.7K<0.01%0Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 802 shares; 2025Q3: 776 shares; 2025Q4: 776 shares 776$45.7K<0.01%0Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares; 2025Q4: 620 shares 620$45.7K<0.01%0Timeline
UANCVR PARTNERS LP/CVR NITROGENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 495 shares; 2025Q4: 445 shares 445$45.6K<0.01%-50Timeline
ELMEELME COMMUNITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 6,851 shares; 2025Q1: 6,871 shares; 2025Q2: 2,570 shares; 2025Q3: 2,589 shares; 2025Q4: 2,607 shares 2,607$45.4K<0.01%+18Timeline
XOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$45.3K<0.01%0Timeline
EMHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,661 shares; 2025Q1: 3,390 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 1,121 shares 1,121$45.3K<0.01%-1,765Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 790 shares 790$45.2K<0.01%newTimeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 508 shares; 2025Q3: 596 shares; 2025Q4: 508 shares 508$45.1K<0.01%-88Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares 1,624$44.9K<0.01%0Timeline
USLMUNITED STS LIME & MINERALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 885 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375$44.9K<0.01%0Timeline
TENTSAKOS ENERGY NAVIGATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$44.8K<0.01%0Timeline
POWRISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 1,903 shares 1,903$44.8K<0.01%+1,304Timeline
CEFSEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,807 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,807 shares; 2025Q4: 1,941 shares 1,941$44.7K<0.01%-866Timeline
BUFXFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares 2,100$44.6K<0.01%newTimeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 485 shares; 2025Q1: 502 shares; 2025Q2: 864 shares; 2025Q3: 1,464 shares; 2025Q4: 1,019 shares 1,019$44.6K<0.01%-445Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 388 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 382 shares; 2025Q4: 373 shares 373$44.3K<0.01%-9Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 465 shares; 2025Q3: 617 shares; 2025Q4: 585 shares 585$44.2K<0.01%-32Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,627 shares; 2025Q3: 1,964 shares; 2025Q4: 1,692 shares 1,692$44.2K<0.01%-272Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares; 2025Q4: 9,788 shares 9,788$44.1K<0.01%+38Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 182 shares; 2025Q3: 168 shares; 2025Q4: 181 shares 181$44.1K<0.01%+13Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,260 shares; 2025Q2: 1,355 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320$44.1K<0.01%0Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 4,479 shares; 2025Q1: 7,105 shares; 2025Q2: 9,061 shares; 2025Q3: 9,766 shares; 2025Q4: 8,328 shares 8,328$43.9K<0.01%-1,438Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,500 shares; 2025Q1: 2,187 shares; 2025Q2: 2,063 shares; 2025Q3: 1,667 shares; 2025Q4: 1,532 shares 1,532$43.9K<0.01%-135Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares 745$43.8K<0.01%0Timeline
DJIAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,988 shares; 2025Q1: 1,988 shares; 2025Q2: 1,988 shares; 2025Q3: 1,988 shares; 2025Q4: 1,988 shares 1,988$43.7K<0.01%0Timeline
YSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 1,677 shares; 2025Q4: 1,677 shares 1,677$43.6K<0.01%0Timeline
BFSTBUSINESS FIRST BANCSHARES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,332 shares; 2025Q1: 3,332 shares; 2025Q2: 3,332 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares 1,666$43.5K<0.01%0Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 735 shares; 2025Q1: 754 shares; 2025Q2: 709 shares; 2025Q3: 600 shares; 2025Q4: 1,208 shares 1,208$43.5K<0.01%+608Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 127 shares; 2025Q3: 135 shares; 2025Q4: 123 shares 123$43.5K<0.01%-12Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 834 shares; 2025Q1: 918 shares; 2025Q2: 187,310 shares; 2025Q3: 702 shares; 2025Q4: 900 shares 900$43.2K<0.01%+198Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 234 shares; 2025Q1: 241 shares; 2025Q2: 218 shares; 2025Q3: 240 shares; 2025Q4: 242 shares 242$43.1K<0.01%+2Timeline
XWIAXWESTERN ASSET INFLT LNK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200$43K<0.01%0Timeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 2,995 shares; 2025Q1: 3,106 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares 2,995$43K<0.01%0Timeline
PSCDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 410 shares 410$42.9K<0.01%+1Timeline
ONDSONDAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 4,398 shares 4,398$42.9K<0.01%+4,000Timeline
IMMPIMMUTEP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,000 shares; 2025Q2: 61,000 shares; 2025Q3: 55,000 shares; 2025Q4: 15,000 shares 15,000$42.9K<0.01%-40,000Timeline
PAWZPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,009 shares; 2025Q1: 2,009 shares; 2025Q2: 2,009 shares; 2025Q3: 1,959 shares; 2025Q4: 784 shares 784$42.9K<0.01%-1,175Timeline
UTENRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 972 shares 972$42.8K<0.01%+292Timeline
CBUSCIBUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,571 shares; 2024Q4: 24,571 shares; 2025Q1: 24,607 shares; 2025Q2: 24,607 shares; 2025Q3: 24,607 shares; 2025Q4: 24,571 shares 24,571$42.8K<0.01%-36Timeline
QDEFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares 527$42.7K<0.01%0Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 4,806 shares; 2025Q1: 4,806 shares; 2025Q2: 6,272 shares; 2025Q3: 6,272 shares; 2025Q4: 3,705 shares 3,705$42.5K<0.01%-2,567Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 17,856 shares; 2025Q1: not reported; 2025Q2: 167 shares; 2025Q3: not reported; 2025Q4: 1,100 shares 1,100$42.4K<0.01%newTimeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 5,815 shares; 2025Q1: 5,715 shares; 2025Q2: 4,816 shares; 2025Q3: 1,202 shares; 2025Q4: 1,203 shares 1,203$42.4K<0.01%+1Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 582 shares; 2025Q1: 482 shares; 2025Q2: 484 shares; 2025Q3: 489 shares; 2025Q4: 489 shares 489$42.2K<0.01%0Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 5,813 shares; 2025Q1: 930 shares; 2025Q2: 894 shares; 2025Q3: 1,163 shares; 2025Q4: 1,544 shares 1,544$42K<0.01%+381Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 342 shares 342$42K<0.01%-21Timeline
IRONDISC MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 528 shares 528$41.9K<0.01%-5Timeline
GAINGLADSTONE INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,000 shares 3,000$41.9K<0.01%-600Timeline
LTCLTC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,159 shares; 2025Q1: 1,166 shares; 2025Q2: 1,173 shares; 2025Q3: 1,210 shares; 2025Q4: 1,217 shares 1,217$41.8K<0.01%+7Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 766 shares; 2025Q3: 383 shares; 2025Q4: 384 shares 384$41.7K<0.01%+1Timeline
FBNCFIRST BANCORP N CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 431 shares; 2025Q1: 434 shares; 2025Q2: 436 shares; 2025Q3: 438 shares; 2025Q4: 819 shares 819$41.6K<0.01%+381Timeline
KMIDVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,700 shares 1,700$41.4K<0.01%+200Timeline
BATRAATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,182 shares; 2025Q1: 1,287 shares; 2025Q2: 1,049 shares; 2025Q3: 1,070 shares; 2025Q4: 970 shares 970$41.2K<0.01%-100Timeline
RTHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 165 shares 165$41.2K<0.01%+39Timeline
WDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares 543$41K<0.01%0Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 549 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares 530$40.9K<0.01%0Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 7,203 shares 7,203$40.9K<0.01%+3,703Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 2,701 shares; 2025Q1: 358 shares; 2025Q2: 403 shares; 2025Q3: 431 shares; 2025Q4: 457 shares 457$40.8K<0.01%+26Timeline
FTWOEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000$40.6K<0.01%newTimeline
VEGAADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 825 shares 825$40.5K<0.01%newTimeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 370 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 603 shares; 2025Q4: 578 shares 578$40.4K<0.01%-25Timeline
QDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$40.4K<0.01%0Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 971 shares; 2025Q1: 1,006 shares; 2025Q2: 603 shares; 2025Q3: 620 shares; 2025Q4: 625 shares 625$40.3K<0.01%+5Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 622 shares; 2025Q1: 849 shares; 2025Q2: 551 shares; 2025Q3: 377 shares; 2025Q4: 287 shares 287$40.2K<0.01%-90Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 524 shares; 2025Q4: 486 shares 486$40.2K<0.01%-38Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,720 shares; 2024Q4: 14,213 shares; 2025Q1: 12,556 shares; 2025Q2: 11,954 shares; 2025Q3: 11,948 shares; 2025Q4: 10,803 shares 10,803$40.2K<0.01%-1,145Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 1,078 shares; 2025Q4: 1,709 shares 1,709$40K<0.01%+631Timeline
BUSA2023 ETF SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: 1,095 shares 1,095$40K<0.01%+150Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares 396$40K<0.01%0Timeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares 1,585$40K<0.01%0Timeline
PCLOVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600$39.9K<0.01%0Timeline
VSECVSE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 231 shares; 2025Q4: 231 shares 231$39.9K<0.01%0Timeline
JHXJAMES HARDIE INDS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,109 shares; 2025Q4: 1,920 shares 1,920$39.8K<0.01%-2,189Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 451 shares; 2025Q4: 444 shares 444$39.6K<0.01%-7Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385 shares; 2025Q3: 387 shares; 2025Q4: 390 shares 390$39.4K<0.01%+3Timeline
AGQIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,382 shares; 2025Q3: 2,382 shares; 2025Q4: 2,382 shares 2,382$39.3K<0.01%0Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,489 shares; 2025Q2: 1,303 shares; 2025Q3: 1,388 shares; 2025Q4: 888 shares 888$39.1K<0.01%-500Timeline
NXPNUVEEN SELECT TAX-FREE INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 5,401 shares; 2025Q1: 5,415 shares; 2025Q2: 4,263 shares; 2025Q3: 3,719 shares; 2025Q4: 2,767 shares 2,767$39K<0.01%-952Timeline
VLUSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184$38.8K<0.01%0Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares 1,432$38.8K<0.01%0Timeline
XGLQXCLOUGH GLOBAL EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,691 shares; 2025Q1: 5,710 shares; 2025Q2: 5,052 shares; 2025Q3: 5,052 shares; 2025Q4: 5,052 shares 5,052$38.7K<0.01%0Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 418 shares; 2025Q1: 639 shares; 2025Q2: 1,023 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015$38.7K<0.01%0Timeline
KDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,511 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares 1,511$38.6K<0.01%0Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 20,973 shares; 2025Q1: 7,365 shares; 2025Q2: 5,720 shares; 2025Q3: 3,688 shares; 2025Q4: 2,861 shares 2,861$38.6K<0.01%-827Timeline
UOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,698 shares; 2025Q3: 982 shares; 2025Q4: 982 shares 982$38.3K<0.01%0Timeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 3,677 shares; 2025Q2: 991 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares 1,816$38.3K<0.01%0Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 283 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304$38.3K<0.01%0Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 760 shares 760$38.2K<0.01%-40Timeline
FXYINVESCO CURRENCYSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 340 shares; 2025Q1: 150 shares; 2025Q2: 800 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650$38.1K<0.01%0Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 380 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 98 shares 98$38.1K<0.01%+77Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares 1,427$38.1K<0.01%0Timeline
MGEEMGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares 485$38K<0.01%0Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 2,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,786 shares; 2025Q3: 4,125 shares; 2025Q4: 1,325 shares 1,325$38K<0.01%-2,800Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218$38K<0.01%0Timeline
SBARSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 1,450 shares 1,450$37.9K<0.01%+850Timeline
TAFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$37.8K<0.01%0Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 3,300 shares; 2025Q4: 7,525 shares 7,525$37.5K<0.01%+4,225Timeline
LUNRINTUITIVE MACHINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 4,937 shares; 2025Q1: 1,737 shares; 2025Q2: 1,737 shares; 2025Q3: 2,737 shares; 2025Q4: 2,309 shares 2,309$37.5K<0.01%-428Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,543 shares; 2025Q4: 3,543 shares 3,543$37.5K<0.01%0Timeline
BNKKBONK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,493 shares 14,493$37.4K<0.01%newTimeline
WSWORTHINGTON STL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,079 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares 1,079$37.4K<0.01%0Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 130 shares; 2025Q4: 123 shares 123$37.3K<0.01%-7Timeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares 324$37.3K<0.01%0Timeline
NMINUVEEN MUN INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares 3,750$37.2K<0.01%newTimeline
AMBAAMBARELLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 238 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 200 shares; 2025Q4: 525 shares 525$37.2K<0.01%+325Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,393 shares; 2024Q4: 4,368 shares; 2025Q1: 58,686 shares; 2025Q2: 191 shares; 2025Q3: 224 shares; 2025Q4: 971 shares 971$37.2K<0.01%+747Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 339 shares; 2025Q4: 441 shares 441$37.1K<0.01%+102Timeline
BWGBRANDYWINEGBL GBL INCM OPP FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,452 shares; 2025Q2: 5,000 shares; 2025Q3: 1,000 shares; 2025Q4: 4,397 shares 4,397$36.8K<0.01%+3,397Timeline
REVSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares 1,300$36.8K<0.01%newTimeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 716 shares 716$36.7K<0.01%+483Timeline
XNROXNEUBERGER R/EST SECS INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,703 shares; 2024Q4: 13,203 shares; 2025Q1: 22,077 shares; 2025Q2: 12,056 shares; 2025Q3: 12,056 shares; 2025Q4: 12,056 shares 12,056$36.6K<0.01%0Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 493 shares; 2025Q4: 493 shares 493$36.3K<0.01%0Timeline
CRDTSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,469 shares; 2025Q2: 69,389 shares; 2025Q3: 52,866 shares; 2025Q4: 1,558 shares 1,558$36.3K<0.01%-51,308Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 4,760 shares; 2025Q1: 4,210 shares; 2025Q2: 3,499 shares; 2025Q3: 2,862 shares; 2025Q4: 2,462 shares 2,462$36.3K<0.01%-400Timeline
RMMZRIVERNORTH MANAGED DUR MUN IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$36.3K<0.01%0Timeline
IDGTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 427 shares 427$36.3K<0.01%+378Timeline
BGTBLACKROCK FLOATING RATE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,800 shares; 2025Q4: 3,200 shares 3,200$36.3K<0.01%+1,400Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,311 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 736 shares; 2025Q4: 736 shares 736$36.2K<0.01%0Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 3 shares; 2025Q3: 1,048 shares; 2025Q4: 1,517 shares 1,517$36.1K<0.01%+469Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300$36K<0.01%0Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 113 shares 113$36K<0.01%+63Timeline
AFBALLIANCEBERNSTEIN NATL MUN IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 9,343 shares; 2025Q1: 9,343 shares; 2025Q2: 6,690 shares; 2025Q3: 5,168 shares; 2025Q4: 3,328 shares 3,328$36K<0.01%-1,840Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 359 shares; 2025Q3: 378 shares; 2025Q4: 378 shares 378$35.8K<0.01%0Timeline
MVSTMICROVAST HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 1,546 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 12,796 shares 12,796$35.8K<0.01%+11,250Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 576 shares; 2025Q4: 542 shares 542$35.8K<0.01%-34Timeline
VWIDETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$35.8K<0.01%0Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,628 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 498 shares; 2025Q4: 498 shares 498$35.7K<0.01%0Timeline
GOOYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,874 shares; 2025Q4: 2,444 shares 2,444$35.7K<0.01%+570Timeline
EUDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950$35.6K<0.01%0Timeline
GKOSGLAUKOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 46 shares; 2025Q3: 350 shares; 2025Q4: 315 shares 315$35.6K<0.01%-35Timeline
BLSHBULLISHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,228 shares; 2025Q4: 936 shares 936$35.4K<0.01%-292Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 696 shares; 2025Q1: 304 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares 317$35.4K<0.01%0Timeline
FTXHFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,266 shares; 2024Q4: 8,257 shares; 2025Q1: 3,410 shares; 2025Q2: 2,726 shares; 2025Q3: 1,076 shares; 2025Q4: 1,075 shares 1,075$35.4K<0.01%-1Timeline
PRAAPRA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$35.4K<0.01%0Timeline
INQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,985 shares; 2025Q1: not reported; 2025Q2: 1,223 shares; 2025Q3: 2,353 shares; 2025Q4: 2,401 shares 2,401$35.3K<0.01%+48Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 384 shares 384$35.3K<0.01%+41Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 1,042 shares; 2025Q4: 1,000 shares 1,000$35.1K<0.01%-42Timeline
LWLGLIGHTWAVE LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,811 shares; 2025Q3: 10,812 shares; 2025Q4: 10,806 shares 10,806$35K<0.01%-6Timeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 372 shares 372$35K<0.01%-23Timeline
SASEABRIDGE GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,657 shares; 2024Q4: 8,807 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,245 shares; 2025Q4: 1,182 shares 1,182$35K<0.01%-63Timeline
DFNLDAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares 723$34.9K<0.01%0Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 276 shares; 2025Q1: 281 shares; 2025Q2: 269 shares; 2025Q3: 328 shares; 2025Q4: 286 shares 286$34.9K<0.01%-42Timeline
CHMGCHEMUNG FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625$34.9K<0.01%0Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,406 shares; 2025Q1: 1,325 shares; 2025Q2: 1,856 shares; 2025Q3: 1,581 shares; 2025Q4: 1,584 shares 1,584$34.9K<0.01%+3Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 4,715 shares; 2025Q1: 5,762 shares; 2025Q2: 5,789 shares; 2025Q3: 5,278 shares; 2025Q4: 2,630 shares 2,630$34.8K<0.01%-2,648Timeline
OPPEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 646 shares; 2025Q4: 677 shares 677$34.8K<0.01%+31Timeline
MFSGMFS ACTIVE EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares 1,227$34.7K<0.01%0Timeline
EWSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,789 shares; 2025Q1: 1,741 shares; 2025Q2: 1,385 shares; 2025Q3: 1,262 shares; 2025Q4: 1,262 shares 1,262$34.7K<0.01%0Timeline
QDELQUIDELORTHO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 653 shares; 2025Q1: 671 shares; 2025Q2: 622 shares; 2025Q3: 1,221 shares; 2025Q4: 1,215 shares 1,215$34.7K<0.01%-6Timeline
CNYAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares 1,000$34.6K<0.01%-1,000Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,545 shares; 2025Q1: 1,313 shares; 2025Q2: 1,288 shares; 2025Q3: 473 shares; 2025Q4: 464 shares 464$34.6K<0.01%-9Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 605 shares; 2025Q1: 58 shares; 2025Q2: 67 shares; 2025Q3: 194 shares; 2025Q4: 198 shares 198$34.5K<0.01%+4Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,026 shares; 2025Q4: 1,114 shares 1,114$34.4K<0.01%+88Timeline
NFBKNORTHFIELD BANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$34.3K<0.01%0Timeline
NUAGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares 1,616$34.2K<0.01%0Timeline
NMLNEUBERGER ENGY INFRSTR & INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares 4,025$34.2K<0.01%0Timeline
EXTREXTREME NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 334 shares; 2025Q1: 216 shares; 2025Q2: 5,867 shares; 2025Q3: 4,374 shares; 2025Q4: 2,054 shares 2,054$34.2K<0.01%-2,320Timeline
PLOWDOUGLAS DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares 1,043$34.1K<0.01%0Timeline
WELDTEMA ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 768 shares; 2025Q4: 768 shares 768$34.1K<0.01%0Timeline
GARPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 2,991 shares; 2025Q3: 10,030 shares; 2025Q4: 500 shares 500$34K<0.01%-9,530Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 263 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares 213$34K<0.01%0Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 673 shares; 2025Q1: 847 shares; 2025Q2: 927 shares; 2025Q3: 946 shares; 2025Q4: 1,088 shares 1,088$34K<0.01%+142Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,363 shares; 2025Q1: 1,341 shares; 2025Q2: 1,300 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035$33.9K<0.01%0Timeline
RDNRADIAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 642 shares; 2025Q3: 940 shares; 2025Q4: 942 shares 942$33.9K<0.01%+2Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 461 shares; 2025Q1: 150 shares; 2025Q2: 117 shares; 2025Q3: 527 shares; 2025Q4: 527 shares 527$33.8K<0.01%0Timeline
IIFMORGAN STANLEY INDIA INVT FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350$33.7K<0.01%0Timeline
SDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 400 shares; 2025Q2: 413 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$33.7K<0.01%0Timeline
QUCYQUANTUM CYBER NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 30,000 shares 30,000$33.6K<0.01%+20,000Timeline
SPXVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450$33.6K<0.01%0Timeline
GLPGLOBAL PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$33.5K<0.01%0Timeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 755 shares 755$33.5K<0.01%-400Timeline
AJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,916 shares; 2025Q1: 1,916 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 1,150 shares 1,150$33.4K<0.01%+383Timeline
FFLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 625 shares 625$33.4K<0.01%+495Timeline
RSPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares 975$33.2K<0.01%0Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 566 shares; 2025Q4: 544 shares 544$33K<0.01%-22Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 310 shares; 2025Q3: 405 shares; 2025Q4: 355 shares 355$32.9K<0.01%-50Timeline
CPZCALAMOS LNG SHR EQT DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 2,250 shares 2,250$32.9K<0.01%-1,400Timeline
BEPBROOKFIELD RENEWABLE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 3,099 shares; 2025Q1: 3,041 shares; 2025Q2: 3,073 shares; 2025Q3: 1,355 shares; 2025Q4: 1,218 shares 1,218$32.8K<0.01%-137Timeline
NMAINUVEEN MULTI ASSET INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: 2,715 shares; 2025Q4: 2,515 shares 2,515$32.8K<0.01%-200Timeline
DMRCDIGIMARC CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,943 shares; 2025Q3: 4,943 shares; 2025Q4: 4,943 shares 4,943$32.4K<0.01%0Timeline
VFMFVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215$32.4K<0.01%0Timeline
ETBEATON VANCE TAX MNGED BUY WRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 8,052 shares; 2025Q1: 5,227 shares; 2025Q2: 4,727 shares; 2025Q3: 4,727 shares; 2025Q4: 2,118 shares 2,118$32.3K<0.01%-2,609Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 262 shares; 2025Q4: 262 shares 262$32.3K<0.01%0Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 485 shares 485$32.2K<0.01%-120Timeline
APLYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,056 shares; 2025Q3: 2,433 shares; 2025Q4: 2,405 shares 2,405$32.1K<0.01%-28Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 44 shares; 2025Q2: 219 shares; 2025Q3: 206 shares; 2025Q4: 200 shares 200$32K<0.01%-6Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 1,067 shares; 2025Q4: 1,019 shares 1,019$32K<0.01%-48Timeline
QNTMQUANTUM BIOPHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 4,381 shares 4,381$32K<0.01%+1,281Timeline
BCALCALIFORNIA BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares 1,710$31.9K<0.01%0Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 407 shares 407$31.9K<0.01%+374Timeline
GAMGENERAL AMERN INVS CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 543 shares 543$31.9K<0.01%+163Timeline
PYPDPOLYPID LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 7,346 shares; 2025Q1: 7,346 shares; 2025Q2: 7,346 shares; 2025Q3: 7,346 shares; 2025Q4: 7,346 shares 7,346$31.9K<0.01%0Timeline
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,733 shares; 2025Q1: 2,761 shares; 2025Q2: 2,804 shares; 2025Q3: 2,849 shares; 2025Q4: 2,908 shares 2,908$31.8K<0.01%+59
FNLCFIRST BANCORP INC MEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$31.7K<0.01%0Timeline
XBAPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares 818$31.6K<0.01%0Timeline
PLBYPLAYBOY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,205 shares; 2024Q4: 10,035 shares; 2025Q1: 10,535 shares; 2025Q2: 13,655 shares; 2025Q3: 16,955 shares; 2025Q4: 16,755 shares 16,755$31.5K<0.01%-200Timeline
LVDSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 597 shares; 2025Q4: 634 shares 634$31.5K<0.01%+37Timeline
NAVINAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,318 shares; 2025Q1: 2,343 shares; 2025Q2: 2,368 shares; 2025Q3: 2,411 shares; 2025Q4: 2,422 shares 2,422$31.5K<0.01%+11Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 2,947 shares; 2025Q1: 2,052 shares; 2025Q2: 838 shares; 2025Q3: 994 shares; 2025Q4: 763 shares 763$31.4K<0.01%-231Timeline
INMDINMODE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 5,672 shares; 2025Q1: 5,672 shares; 2025Q2: 4,572 shares; 2025Q3: 3,924 shares; 2025Q4: 2,133 shares 2,133$31.3K<0.01%-1,791Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 285 shares; 2025Q1: 455 shares; 2025Q2: 461 shares; 2025Q3: 356 shares; 2025Q4: 212 shares 212$31.3K<0.01%-144Timeline
EVSDMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 688 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 608 shares; 2025Q4: 608 shares 608$31.3K<0.01%0Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 427 shares; 2025Q4: 319 shares 319$31.2K<0.01%-108Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430$31.2K<0.01%0Timeline
SAFTSAFETY INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$31.2K<0.01%0Timeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 5,475 shares; 2025Q1: 5,475 shares; 2025Q2: 5,225 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares 1,725$31.1K<0.01%0Timeline
DRDDRDGOLD LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 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 1,000$31K<0.01%0Timeline
RCMTRCM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,514 shares 1,514$31K<0.01%-220Timeline
DBJPDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 326 shares; 2025Q3: 384 shares; 2025Q4: 326 shares 326$30.9K<0.01%-58Timeline
DIALCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,683 shares 1,683$30.9K<0.01%-102Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares 408$30.9K<0.01%0Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,606 shares; 2025Q1: 3,729 shares; 2025Q2: 3,743 shares; 2025Q3: 3,830 shares; 2025Q4: 3,583 shares 3,583$30.8K<0.01%-247Timeline
NVDYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,587 shares; 2025Q4: 2,100 shares 2,100$30.7K<0.01%+513Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 159 shares; 2025Q3: 166 shares; 2025Q4: 140 shares 140$30.6K<0.01%-26Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 724 shares; 2025Q1: 581 shares; 2025Q2: 670 shares; 2025Q3: 1,006 shares; 2025Q4: 947 shares 947$30.6K<0.01%-59Timeline
MOOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,400 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 420 shares; 2025Q4: 420 shares 420$30.6K<0.01%0Timeline
DSUBLACKROCK DEBT STRATEGIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 4,857 shares; 2025Q1: 4,909 shares; 2025Q2: 4,964 shares; 2025Q3: 5,020 shares; 2025Q4: 3,000 shares 3,000$30.5K<0.01%-2,020Timeline
GSATGLOBALSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500$30.5K<0.01%0Timeline
UGAUNITED STS GASOLINE FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492 shares 492$30.4K<0.01%newTimeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 2,020 shares; 2025Q1: 2,016 shares; 2025Q2: 1,937 shares; 2025Q3: 2,315 shares; 2025Q4: 1,003 shares 1,003$30.3K<0.01%-1,312Timeline
FSMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$30.1K<0.01%0Timeline
PPTFRANKLIN PREMIER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 15,020 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 30,576 shares; 2025Q4: 8,492 shares 8,492$30.1K<0.01%-22,084Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,859 shares; 2024Q4: 31,838 shares; 2025Q1: 2,989 shares; 2025Q2: 2,948 shares; 2025Q3: 1,287 shares; 2025Q4: 911 shares 911$30K<0.01%-376Timeline
AUSFGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 732 shares; 2025Q3: 688 shares; 2025Q4: 645 shares 645$29.9K<0.01%-43Timeline
PCHPOTLATCHDELTIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 903 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750$29.8K<0.01%0Timeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 938 shares; 2025Q1: 944 shares; 2025Q2: 1,470 shares; 2025Q3: 1,484 shares; 2025Q4: 1,502 shares 1,502$29.8K<0.01%+18Timeline
AHRTAH RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500$29.8K<0.01%0Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 31 shares; 2025Q2: 229 shares; 2025Q3: 197 shares; 2025Q4: 171 shares 171$29.8K<0.01%-26Timeline
RSPRINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 884 shares 884$29.7K<0.01%+877Timeline
XOMOTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,862 shares; 2025Q4: 2,535 shares 2,535$29.7K<0.01%+673Timeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 37 shares; 2025Q3: 167 shares; 2025Q4: 167 shares 167$29.6K<0.01%0Timeline
IPAYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 567 shares 567$29.5K<0.01%+467Timeline
HPIHANCOCK JOHN PFD INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,821 shares; 2025Q1: 1,821 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,821 shares 1,821$29.5K<0.01%0Timeline
DSMBNY MELLON STRATEGIC MUN BDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,897 shares; 2025Q1: 4,897 shares; 2025Q2: 4,758 shares; 2025Q3: 4,758 shares; 2025Q4: 4,758 shares 4,758$29.4K<0.01%0Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,597 shares; 2025Q1: 1,976 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,447 shares 1,447$29.3K<0.01%-82Timeline
UTZUTZ BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 698 shares; 2025Q1: 239 shares; 2025Q2: 218 shares; 2025Q3: 2,962 shares; 2025Q4: 2,825 shares 2,825$29.3K<0.01%-137Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 425 shares; 2025Q1: 275 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares 307$29.2K<0.01%0Timeline
MKTXMARKETAXESS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 79 shares; 2025Q1: 81 shares; 2025Q2: 71 shares; 2025Q3: 226 shares; 2025Q4: 161 shares 161$29.2K<0.01%-65Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 550 shares; 2025Q1: 699 shares; 2025Q2: 800 shares; 2025Q3: 699 shares; 2025Q4: 723 shares 723$29.2K<0.01%+24Timeline
JUNMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850$29.1K<0.01%0Timeline
IJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,365 shares; 2024Q4: 16,092 shares; 2025Q1: 7,858 shares; 2025Q2: 7,302 shares; 2025Q3: 1,262 shares; 2025Q4: 804 shares 804$29.1K<0.01%-458Timeline
GHYBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 683 shares; 2025Q3: 638 shares; 2025Q4: 638 shares 638$28.9K<0.01%0Timeline
PRGPROG HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,180 shares; 2025Q3: 980 shares; 2025Q4: 980 shares 980$28.9K<0.01%0Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,417 shares; 2025Q1: 2,976 shares; 2025Q2: 4,017 shares; 2025Q3: 3,467 shares; 2025Q4: 3,467 shares 3,467$28.9K<0.01%0Timeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 397 shares 397$28.7K<0.01%0Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,669 shares; 2025Q1: 290 shares; 2025Q2: 291 shares; 2025Q3: 1,708 shares; 2025Q4: 638 shares 638$28.7K<0.01%-1,070Timeline
AMZYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,584 shares; 2025Q4: 2,160 shares 2,160$28.7K<0.01%+576Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 671 shares; 2025Q4: 701 shares 701$28.7K<0.01%+30Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,830 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 1,650 shares; 2025Q3: 1,600 shares; 2025Q4: 900 shares 900$28.7K<0.01%-700Timeline
IOVAIOVANCE BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,197 shares; 2024Q4: 18,679 shares; 2025Q1: 10,579 shares; 2025Q2: 10,497 shares; 2025Q3: 10,497 shares; 2025Q4: 10,497 shares 10,497$28.7K<0.01%0Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,038 shares; 2024Q4: 1,835 shares; 2025Q1: 200 shares; 2025Q2: 24,439 shares; 2025Q3: 53,251 shares; 2025Q4: 1,994 shares 1,994$28.7K<0.01%-51,257Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 1,312 shares; 2025Q1: 2,612 shares; 2025Q2: 3,862 shares; 2025Q3: 2,550 shares; 2025Q4: 762 shares 762$28.6K<0.01%-1,788Timeline
ADMAADMA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,428 shares; 2024Q4: 2,262 shares; 2025Q1: 2,750 shares; 2025Q2: 1,812 shares; 2025Q3: 1,062 shares; 2025Q4: 1,562 shares 1,562$28.5K<0.01%+500Timeline
UFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 6,774 shares; 2025Q4: 774 shares 774$28.5K<0.01%-6,000Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 4,108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 335 shares 335$28.4K<0.01%+80Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 367 shares; 2025Q1: 370 shares; 2025Q2: 373 shares; 2025Q3: 386 shares; 2025Q4: 389 shares 389$28.4K<0.01%+3Timeline
PBPROSPERITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 496 shares; 2025Q3: 470 shares; 2025Q4: 410 shares 410$28.3K<0.01%-60Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 516 shares; 2025Q1: 501 shares; 2025Q2: 459 shares; 2025Q3: 939 shares; 2025Q4: 939 shares 939$28.3K<0.01%0Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,278 shares; 2025Q1: 3,278 shares; 2025Q2: 3,856 shares; 2025Q3: 2,800 shares; 2025Q4: 3,037 shares 3,037$28.3K<0.01%+237Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 402 shares; 2025Q1: 406 shares; 2025Q2: 444 shares; 2025Q3: 435 shares; 2025Q4: 400 shares 400$28.2K<0.01%-35Timeline
TBPHTHERAVANCE BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$28.1K<0.01%0Timeline
SLDBSOLID BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 4,955 shares; 2025Q1: 4,955 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,955 shares 4,955$27.9K<0.01%0Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 104 shares; 2025Q1: 92 shares; 2025Q2: 40 shares; 2025Q3: 460 shares; 2025Q4: 293 shares 293$27.9K<0.01%-167Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 478 shares; 2025Q4: 159 shares 159$27.9K<0.01%-319Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,130 shares; 2025Q1: 1,054 shares; 2025Q2: 528 shares; 2025Q3: 407 shares; 2025Q4: 377 shares 377$27.9K<0.01%-30Timeline
FBYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,287 shares; 2025Q3: 1,582 shares; 2025Q4: 2,208 shares 2,208$27.8K<0.01%+626Timeline
BMVPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570$27.8K<0.01%0Timeline
TLRYTILRAY BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,080 shares 3,080$27.8K<0.01%newTimeline
PSNPARSONS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,559 shares; 2024Q4: 13,382 shares; 2025Q1: 728 shares; 2025Q2: 724 shares; 2025Q3: 749 shares; 2025Q4: 449 shares 449$27.7K<0.01%-300Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 502 shares; 2025Q1: 466 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 387 shares 387$27.7K<0.01%-19Timeline
NHCNATIONAL HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares 202$27.7K<0.01%0Timeline
TSBKTIMBERLAND BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares 770$27.6K<0.01%0Timeline
HDSNHUDSON TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000$27.4K<0.01%0Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 1,271 shares; 2025Q3: 1,090 shares; 2025Q4: 1,059 shares 1,059$27.3K<0.01%-31Timeline
OCULOCULAR THERAPEUTIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,108 shares; 2025Q3: 1,000 shares; 2025Q4: 2,242 shares 2,242$27.2K<0.01%+1,242Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 646 shares; 2025Q4: 646 shares 646$27.2K<0.01%0Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,558 shares; 2025Q1: 758 shares; 2025Q2: 558 shares; 2025Q3: 539 shares; 2025Q4: 539 shares 539$27.1K<0.01%0Timeline
SOHO HOUSE & CO INCSOHO HOUSE & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,025 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 3,025 shares 3,025$27.1K<0.01%0
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 903 shares; 2025Q3: 764 shares; 2025Q4: 532 shares 532$27.1K<0.01%-232Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 300 shares; 2025Q1: 373 shares; 2025Q2: 1,344 shares; 2025Q3: 2,709 shares; 2025Q4: 2,280 shares 2,280$27K<0.01%-429Timeline
YMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,456 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$27K<0.01%0Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 2,065 shares; 2025Q1: 458 shares; 2025Q2: 459 shares; 2025Q3: 434 shares; 2025Q4: 1,760 shares 1,760$27K<0.01%+1,326Timeline
RDNTRADNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 36 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377$26.9K<0.01%0Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares 1,205$26.9K<0.01%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 112 shares; 2025Q3: 143,707 shares; 2025Q4: 258 shares 258$26.8K<0.01%-143,449Timeline
ALARALARUM TECHNOLOGIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,124 shares; 2025Q4: 3,124 shares 3,124$26.8K<0.01%0Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
VENTAS RLTY LTD PARTNERSHIPVENTAS RLTY LTD PARTNERSHIP NOTE 3.750% 6/0principal57,000$80.5K0
FORD MOTOR COMPANYFORD MOTOR COMPANY NOTE 3/1principal73,000$75.8K0
EXPEDIA GROUP INCEXPEDIA GROUP INC NOTE 2/1principal67,000$74.7K0
ENVISTA HOLDINGS CORPORATIONENVISTA HOLDINGS CORPORATION NOTE 1.750% 8/1principal70,000$67.1K0
DUKE ENERGY CORP NEWDUKE ENERGY CORP NEW CONV BNDprincipal65,000$67K0
PPL CAP FDG INCPPL CAP FDG INC NOTE 2.875% 3/1principal40,000$43.9K0
BIOMARIN PHARMACEUTICAL INCBIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1principal42,000$40.2K0
EURONET WORLDWIDE INCEURONET WORLDWIDE INC NOTE 0.750% 3/1principal46,000$38.8K0
ON SEMICONDUCTOR CORPON SEMICONDUCTOR CORP NOTE 5/0principal25,000$29.8K0
CMS ENERGY CORPCMS ENERGY CORP NOTE 3.375% 5/0principal24,000$25.7K0
DEXCOM INCDEXCOM INC NOTE 0.375% 5/1principal25,000$23K0
AMERICAN WTR CAP CORPAMERICAN WTR CAP CORP NOTE 3.625% 6/1principal23,000$22.9K0
ALLIANT ENERGY CORPALLIANT ENERGY CORP NOTE 3.875% 3/1principal22,000$22.9K0
HALOZYME THERAPEUTICS INCHALOZYME THERAPEUTICS INC NOTE 1.000% 8/1principal6,000$7.96K0
LIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DEL NOTE 2.250% 8/1principal6,000$7.59K0
HAEMONETICS CORPHAEMONETICS CORP NOTE 3/0principal7,000$6.91K0
CHEESECAKE FACTORY INCCHEESECAKE FACTORY INC NOTE 0.375% 6/1principal7,000$6.9K0
VAIL RESORTS INCVAIL RESORTS INC NOTE 1/0principal6,000$5.99K0
Dropbox IncDropbox Inc Convertible bondprincipal6,000$5.94K0
CONMED CORPCONMED CORP NOTE 2.250% 6/1principal6,000$5.75K0
ON SEMICONDUCTOR CORPON SEMICONDUCTOR CORP NOTE 0.500% 3/0principal6,000$5.68K0
GLOBAL PMTS INCGLOBAL PMTS INC NOTE 1.500% 3/0principal6,000$5.38K0
PEBBLEBROOK HOTEL TRPEBBLEBROOK HOTEL TR NOTE 1.750%12/1principal5,000$4.83K0
LANTHEUS HLDGS INCLANTHEUS HLDGS INC Convertibleprincipal4,000$4.58K0
ARRAY TECHNOLOGIES INCARRAY TECHNOLOGIES INC NOTE 1.000%12/0principal5,000$4.53K0
TETRA TECH INC NEWTETRA TECH INC NEW DBCV 2.250% 8/1principal4,000$4.33K0
EXACT SCIENCES CORPEXACT SCIENCES CORP NOTE 0.375% 3/0principal4,000$4.1K0
MGP INGREDIENTS INC NEWMGP INGREDIENTS INC NEW NOTE 1.875%11/1principal4,000$3.86K0
NORTHERN OIL & GAS INCNORTHERN OIL & GAS INC NOTE 3.625% 4/1principal4,000$3.85K0
AMPHASTAR PHARMACEUTICALS INAMPHASTAR PHARMACEUTICALS IN NOTE 2.000% 3/1principal4,000$3.69K0
PG&E CORPPG&E CORP NOTE 4.250%12/0principal3,000$3.08K0
TRANSMEDICS GROUP INCTRANSMEDICS GROUP INC NOTE 1.500% 6/0principal2,000$2.99K0
ALNYLAM PHARMACEUTICALS INCALNYLAM PHARMACEUTICALS INC NOTE 1.000% 9/1principal2,000$2.94K0
IONIS PHARMACEUTICALS INIONIS PHARMACEUTICALS IN NOTE 4/0principal2,000$2.74K0
UBER TECHNOLOGIES INCUBER TECHNOLOGIES INC NOTE 0.875%12/0principal2,000$2.59K0
MIRUM PHARMACEUTICALS INCMIRUM PHARMACEUTICALS INC NOTE 4.000% 5/0principal1,000$2.58K0
RIVIAN AUTOMOTIVE INCRIVIAN AUTOMOTIVE INC NOTE 4.625% 3/1principal2,000$2.51K0
EVERGY INCEVERGY INC NOTE 4.500%12/1principal2,000$2.43K0
INTEGER HLDGS CORPINTEGER HLDGS CORP NOTE 2.125% 2/1principal2,000$2.25K0
PARSONS CORP DELPARSONS CORP DEL NOTE 2.625% 3/0principal2,000$2.06K0
ETSY INCETSY INC NOTE 0.125%10/0principal2,000$2.02K-2,000
AKAMAI TECHNOLOGIES INCAKAMAI TECHNOLOGIES INC NOTE 1.125% 2/1principal2,000$1.98K0
MERITAGE HOMES CORPMERITAGE HOMES CORP NOTE 1.750% 5/1principal2,000$1.97K0
VISHAY INTERTECHNOLOGY INCVISHAY INTERTECHNOLOGY INC NOTE 2.250% 9/1principal2,000$1.79K0
TYLER TECHNOLOGIES INCTYLER TECHNOLOGIES INC NOTE 0.250% 3/1principal1,000$1.01K0

Sold out in Q4 2025

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

The largest 100 of 216. All 216

SecurityShares beforeValue beforeType
UNILEVER PLCUNILEVER PLC89,675$5.32Mshares
SYFIAB ACTIVE ETFS INC77,780$2.81Mshares
ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERM71,843$1.81Mshares
ISHARESISHARES37,714$1.01Mshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR16,719$998Kshares
THUMZUP MEDIA CORPORATIONTHUMZUP MEDIA CORPORATION150,000$750Kshares
ISHARES TRISHARES TR30,754$719Kshares
KKELLANOVA6,953$570Kshares
IPORENAISSANCE CAP GREENWICH FD9,852$488Kshares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD15,010$346Kshares
HSAIHESAI GROUP11,518$324Kshares
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CB12,929$267Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS9,105$254Kshares
EQLALPS ETF TR3,702$170Kshares
VERITEX HLDGS INCVERITEX HLDGS INC4,729$159Kshares
FISRSSGA ACTIVE TR5,302$138Kshares
XAPRFIRST TR EXCHNG TRADED FD VI3,300$118Kshares
TIDAL TR IITIDAL TR II11,228$106Kshares
DATPROSHARES TR2,126$102Kshares
EATON VANCE NEW YORK MUN BDEATON VANCE NEW YORK MUN BD9,475$93.4Kshares
RSIRUSH STREET INTERACTIVE INC4,430$90.7Kshares
SNEXSTONEX GROUP INC873$88.1Kshares
GCMGGCM GROSVENOR INC7,297$88.1Kshares
SMCYTIDAL TRUST II5,225$80.7Kshares
ATLCATLANTICUS HOLDINGS CORP1,371$80.3Kshares
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…5,698$79.5Kshares
BNDWVANGUARD SCOTTSDALE FDS1,079$75.2Kshares
SOUTHERN COSOUTHERN CO64,000$72Kprincipal
PNIPIMCO NEW YORK MUN FD II10,092$70.1Kshares
XLSRSSGA ACTIVE TR1,082$64.5Kshares
HIPSGRANITESHARES ETF TR5,000$59Kshares
SHESPDR SERIES TRUST460$58.6Kshares
89BIO INC89BIO INC3,860$56.7Kshares
SAFETY SHOT INCSAFETY SHOT INC205,294$55Kshares
PTACOHEN & STEERS TAX ADVAN PFD2,650$54.1Kshares
EFTEATON VANCE FLOATING RATE IN4,587$54Kshares
TILRAY INCTILRAY INC31,109$53.8Kshares
HYBLSSGA ACTIVE TR1,746$50Kshares
FTHYFIRST TR HIGH YIELD OPPRT 202,750$39.8Kshares
RXLPROSHARES TR900$38.3Kshares
MR COOPER GROUP INCMR COOPER GROUP INC169$35.6Kshares
CERYSPDR SERIES TRUST1,187$34Kshares
LUXELUXEXPERIENCE BV4,000$34Kshares
BRYBerry Corp8,114$30.7Kshares
CVSACOVISTA INC198$30.6Kshares
MDIVFIRST TR EXCHANGE TRADED FD1,898$30.4Kshares
GLADGLADSTONE CAP CORP1,367$29.9Kshares
TIPXSPDR SERIES TRUST1,517$29.3Kshares
DEXCOM INCDEXCOM INC29,000$28.8Kprincipal
FIRST TR EXCHNG TRADED FD VIFIRST TR EXCHNG TRADED FD VI1,050$27.5Kshares
ARQQARQIT QUANTUM INC700$27.1Kshares
RDYDR REDDYS LABS LTD1,790$25Kshares
Sandstorm Gold LtdSandstorm Gold Ltd1,946$24.4Kshares
EMHCSPDR SERIES TRUST891$22.4Kshares
NEW MTN FIN CORPNEW MTN FIN CORP22,000$22Kprincipal
EATON VANCE CALIFORNIA MUNI…EATON VANCE CALIFORNIA MUNI BO2,301$21.8Kshares
GRXGABELLI HEALTHCARE & WELLNES2,350$21.3Kshares
SKORFLEXSHARES TR380$18.7Kshares
MFEMPIMCO EQUITY SER814$18.3Kshares
VRAVERA BRADLEY INC9,000$18.1Kshares
MZTIMARZETTI COMPANY98$16.9Kshares
LDPCOHEN & STEERS LTD DURATION750$16.3Kshares
DOCNDIGITALOCEAN HLDGS INC423$14.4Kshares
ALVOALVOTECH1,715$14Kshares
AQSTAQUESTIVE THERAPEUTICS INC2,500$14Kshares
CTSCTS CORP336$13.4Kshares
KREFKKR REAL ESTATE FIN TR INC1,476$13.3Kshares
ROUNDHILLROUNDHILL2,354$12.9Kshares
JAZZJAZZ PHARMACEUTICALS PLC96$12.7Kshares
TIDAL TRUST IITIDAL TRUST II1,325$12.2Kshares
INFORMATICA INCINFORMATICA INC487$12.1Kshares
NFRAFLEXSHARES TR190$12Kshares
HELPCYBIN INC2,000$11.8Kshares
NGVTINGEVITY CORP199$11Kshares
DYNCDYNAMIX CORP1,000$10.4Kshares
POLESTAR AUTOMOTIVE HLDG UKPOLESTAR AUTOMOTIVE HLDG UK11,000$10.3Kshares
KWKENNEDY-WILSON HOLDINGS INC1,240$10.3Kshares
SOCLGLOBAL X FDS164$9.96Kshares
GAMRAMPLIFY ETF TR103$9.96Kshares
CUSHMAN & WAKEFIELD UK HOLDCCUSHMAN & WAKEFIELD UK HOLDC620$9.87Kshares
VGMINVESCO TR INVT GRADE MUNS924$9.35Kshares
HUBGHUB GROUP INC243$8.37Kshares
ALEXALEXANDER & BALDWIN INC452$8.22Kshares
SVOLSIMPLIFY EXCHANGE TRADED FUN453$8.15Kshares
WLYWILEY JOHN & SONS INC201$8.13Kshares
ENOVENOVIS CORPORATION263$7.98Kshares
FLGTFULGENT GENETICS INC350$7.91Kshares
PBPINVESCO EXCHANGE TRADED FD T345$7.63Kshares
AVIGAMERICAN CENTY ETF TR181$7.62Kshares
CODICOMPASS DIVERSIFIED1,131$7.49Kshares
LASRNLIGHT INC250$7.41Kshares
MFAMFA FINL INC800$7.35Kshares
ZIMZIM INTEGRATED SHIPPING SERV501$6.79Kshares
ALITALIGHT INC2,000$6.52Kshares
NFENEW FORTRESS ENERGY INC2,922$6.46Kshares
AKROAKERO THERAPEUTICS INC136$6.46Kshares
LLYVKLIBERTY MEDIA CORP DEL65$6.3Kshares
REMISHARES TR285$6.24Kshares
TIDAL TRUST IITIDAL TRUST II2,429$6.24Kshares
LPGDORIAN LPG LTD200$5.96Kshares

How Q4 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001723397-26-000001 base2026-02-12acceptance time not in the bulk data set