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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 $19,608,783,834 across 4,416 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 22.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001723397-26-000003

Period
2026-03-31
Reported value
$19.6B
Holdings
4,416
Top 10 weight
22.31%
New
324
Sold out
217

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+839,481$146M
IEMGadded+1,224,563$85.4M
MSFTadded+164,650$60.9M
AAPLadded+229,134$58.2M
AVGOadded+170,884$52.9M

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
SHYreduced-399,695-$33M
PNOVreduced-691,610-$28.3M
NBISreduced-270,370-$28.1M
VOOreduced-41,383-$24.7M
AGGreduced-230,418-$22.9M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001723397-26-000003, largest first. % of portfolio is the value over $19,608,783,834, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NHCNATIONAL HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 203 shares 203$32.4K<0.01%+1Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 249 shares; 2025Q1: 213 shares; 2025Q2: 247 shares; 2025Q3: 1,747 shares; 2025Q4: 2,025 shares; 2026Q1: 922 shares 922$32.4K<0.01%-1,103Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 1,271 shares; 2025Q3: 1,090 shares; 2025Q4: 1,059 shares; 2026Q1: 1,257 shares 1,257$32.2K<0.01%+198Timeline
PYPDPOLYPID LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,346 shares 7,346$32.2K<0.01%0Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,350 shares 1,350$32.2K<0.01%+50Timeline
LVDSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 597 shares; 2025Q4: 634 shares; 2026Q1: 635 shares 635$32.1K<0.01%+1Timeline
FFLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625$32.1K<0.01%0Timeline
XBAPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares 818$32K<0.01%0Timeline
SPXVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450$32K<0.01%0Timeline
WDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 414 shares 414$31.9K<0.01%-129Timeline
EGYVAALCO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 5,113 shares; 2025Q1: 5,023 shares; 2025Q2: 5,023 shares; 2025Q3: 5,023 shares; 2025Q4: 5,023 shares; 2026Q1: 5,023 shares 5,023$31.8K<0.01%0Timeline
PTRBPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 765 shares 765$31.8K<0.01%newTimeline
GAMGENERAL AMERN INVS CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543$31.7K<0.01%0Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 534 shares 534$31.6K<0.01%+130Timeline
MFSGMFS ACTIVE EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares 1,227$31.4K<0.01%0Timeline
RDNRADIAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 642 shares; 2025Q3: 940 shares; 2025Q4: 942 shares; 2026Q1: 942 shares 942$31.2K<0.01%0Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 121 shares; 2025Q1: 130 shares; 2025Q2: 118 shares; 2025Q3: 360 shares; 2025Q4: 346 shares; 2026Q1: 383 shares 383$31.1K<0.01%+37Timeline
HYBLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,746 shares; 2025Q4: not reported; 2026Q1: 1,118 shares 1,118$31.1K<0.01%newTimeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 756 shares; 2025Q1: 767 shares; 2025Q2: 781 shares; 2025Q3: 796 shares; 2025Q4: 812 shares; 2026Q1: 824 shares 824$31.1K<0.01%+12Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 1,067 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares 1,019$30.9K<0.01%0Timeline
UMMALISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,004 shares 1,004$30.8K<0.01%newTimeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares 1,432$30.7K<0.01%0Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 696 shares; 2025Q1: 304 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317$30.6K<0.01%0Timeline
ETBEATON VANCE TAX MNGED BUY WRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,118 shares 2,118$30.5K<0.01%0Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,130 shares; 2025Q1: 1,054 shares; 2025Q2: 528 shares; 2025Q3: 407 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377$30.5K<0.01%0Timeline
AMZYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,584 shares; 2025Q4: 2,160 shares; 2026Q1: 2,762 shares 2,762$30.4K<0.01%+602Timeline
DIALCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,683 shares 1,683$30.4K<0.01%0Timeline
AORTARTIVION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 830 shares 830$30.4K<0.01%-252Timeline
TSBKTIMBERLAND BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770$30.4K<0.01%0Timeline
BCALCALIFORNIA BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares; 2026Q1: 1,710 shares 1,710$30.3K<0.01%0Timeline
PPTFRANKLIN PREMIER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,492 shares 8,492$30.1K<0.01%0Timeline
BBNXBETA BIONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,115 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 2,024 shares; 2026Q1: 3,003 shares 3,003$30.1K<0.01%+979Timeline
XIFRXPLR INFRASTRUCTURE LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,976 shares; 2024Q4: 12,936 shares; 2025Q1: 4,015 shares; 2025Q2: 3,087 shares; 2025Q3: 2,353 shares; 2025Q4: 2,284 shares; 2026Q1: 2,831 shares 2,831$30.1K<0.01%+547Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 283 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 329 shares 329$30.1K<0.01%+25Timeline
ORMPORAMED PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,826 shares; 2024Q4: 8,826 shares; 2025Q1: 8,826 shares; 2025Q2: 8,826 shares; 2025Q3: 8,826 shares; 2025Q4: 9,266 shares; 2026Q1: 8,826 shares 8,826$30K<0.01%-440Timeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 938 shares; 2025Q1: 944 shares; 2025Q2: 1,470 shares; 2025Q3: 1,484 shares; 2025Q4: 1,502 shares; 2026Q1: 1,511 shares 1,511$29.8K<0.01%+9Timeline
UTENRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 972 shares; 2026Q1: 680 shares 680$29.6K<0.01%-292Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 402 shares; 2025Q1: 406 shares; 2025Q2: 444 shares; 2025Q3: 435 shares; 2025Q4: 400 shares; 2026Q1: 428 shares 428$29.6K<0.01%+28Timeline
PIPRPIPER SANDLER COMPANIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares 384$29.4K<0.01%newTimeline
DRDDRDGOLD LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$29.4K<0.01%0Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,669 shares; 2025Q1: 290 shares; 2025Q2: 291 shares; 2025Q3: 1,708 shares; 2025Q4: 638 shares; 2026Q1: 641 shares 641$29.3K<0.01%+3Timeline
UMIUSCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$29.3K<0.01%0Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 1,078 shares; 2025Q4: 1,709 shares; 2026Q1: 1,575 shares 1,575$29.3K<0.01%-134Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 359 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 313 shares 313$29.2K<0.01%-65Timeline
GKOSGLAUKOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 46 shares; 2025Q3: 350 shares; 2025Q4: 315 shares; 2026Q1: 271 shares 271$29.2K<0.01%-44Timeline
JUNMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850$29.2K<0.01%0Timeline
SAFTSAFETY INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$29.1K<0.01%0Timeline
AVAHAVEANNA HEALTHCARE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 4,500 shares 4,500$29K<0.01%+2,500Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 814 shares; 2025Q1: 958 shares; 2025Q2: 1,224 shares; 2025Q3: 1,167 shares; 2025Q4: 769 shares; 2026Q1: 838 shares 838$29K<0.01%+69Timeline
PLBYPLAYBOY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,055 shares 19,055$29K<0.01%+2,300Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750$28.9K<0.01%newTimeline
BBBLACKBERRY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,926 shares 8,926$28.9K<0.01%-4,510Timeline
OIAINVESCO MUNI INCOME OPP TRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,702 shares 4,702$28.9K<0.01%newTimeline
DSUBLACKROCK DEBT STRATEGIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,000 shares 3,000$28.8K<0.01%0Timeline
REPLREPLIMUNE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares; 2026Q1: 3,750 shares 3,750$28.7K<0.01%+1,687Timeline
FBYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,287 shares; 2025Q3: 1,582 shares; 2025Q4: 2,208 shares; 2026Q1: 2,842 shares 2,842$28.7K<0.01%+634Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 367 shares; 2025Q1: 370 shares; 2025Q2: 373 shares; 2025Q3: 386 shares; 2025Q4: 389 shares; 2026Q1: 381 shares 381$28.7K<0.01%-8Timeline
DSMBNY MELLON STRATEGIC MUN BDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,758 shares 4,758$28.6K<0.01%0Timeline
FINXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 653 shares; 2025Q1: 937 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 789 shares; 2026Q1: 1,237 shares 1,237$28.6K<0.01%+448Timeline
HPIHANCOCK JOHN PFD INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,821 shares 1,821$28.6K<0.01%0Timeline
CNKCINEMARK HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 1,018 shares; 2026Q1: 1,000 shares 1,000$28.5K<0.01%-18Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 155 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139$28.5K<0.01%0Timeline
WAFDWAFD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 906 shares 906$28.4K<0.01%-1,000Timeline
GHYBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 683 shares; 2025Q3: 638 shares; 2025Q4: 638 shares; 2026Q1: 638 shares 638$28.4K<0.01%0Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 965 shares; 2025Q1: 881 shares; 2025Q2: 1,240 shares; 2025Q3: 1,418 shares; 2025Q4: 1,314 shares; 2026Q1: 210 shares 210$28.4K<0.01%-1,104Timeline
NVTSNAVITAS SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 2,555 shares; 2025Q3: 2,555 shares; 2025Q4: 3,637 shares; 2026Q1: 3,237 shares 3,237$28.4K<0.01%-400Timeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 195 shares; 2025Q1: 196 shares; 2025Q2: 130 shares; 2025Q3: 358 shares; 2025Q4: 430 shares; 2026Q1: 401 shares 401$28.2K<0.01%-29Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 53 shares; 2025Q3: 896 shares; 2025Q4: 695 shares; 2026Q1: 432 shares 432$28.2K<0.01%-263Timeline
SKWDSKYWARD SPECIALTY INS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,007 shares; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: 2,110 shares; 2026Q1: 645 shares 645$28.2K<0.01%-1,465Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 902 shares; 2025Q1: 720 shares; 2025Q2: 602 shares; 2025Q3: 1,341 shares; 2025Q4: 602 shares; 2026Q1: 302 shares 302$28.1K<0.01%-300Timeline
PRGPROG HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,180 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 979 shares 979$28.1K<0.01%-1Timeline
UFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 6,774 shares; 2025Q4: 774 shares; 2026Q1: 774 shares 774$28.1K<0.01%0Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 3 shares; 2025Q3: 1,048 shares; 2025Q4: 1,517 shares; 2026Q1: 1,020 shares 1,020$28K<0.01%-497Timeline
VEXCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 344 shares 344$28K<0.01%+144Timeline
AISTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares 665$27.9K<0.01%0Timeline
LACLITHIUM AMERS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,391 shares; 2025Q2: 1,691 shares; 2025Q3: 2,380 shares; 2025Q4: 5,930 shares; 2026Q1: 6,994 shares 6,994$27.6K<0.01%+1,064Timeline
LSGRNATIXIS ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700$27.6K<0.01%newTimeline
DINTDAVIS FUNDAMENTAL ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024$27.6K<0.01%newTimeline
KSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 693 shares; 2026Q1: 693 shares 693$27.5K<0.01%0Timeline
EGBNEAGLE BANCORPORATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,107 shares; 2025Q2: 1,107 shares; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares 1,107$27.5K<0.01%0Timeline
CSBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445$27.5K<0.01%0Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 724 shares; 2025Q1: 581 shares; 2025Q2: 670 shares; 2025Q3: 1,006 shares; 2025Q4: 947 shares; 2026Q1: 894 shares 894$27.5K<0.01%-53Timeline
GILTGILAT SATELLITE NETWORKS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,835 shares; 2025Q1: 6,835 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares; 2025Q4: 6,835 shares; 2026Q1: 1,835 shares 1,835$27.4K<0.01%-5,000Timeline
INMDINMODE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,000 shares 2,000$27.4K<0.01%-133Timeline
YMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,000 shares 1,000$27.4K<0.01%0Timeline
CNLCOLLECTIVE MINING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares 1,550$27.3K<0.01%newTimeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 425 shares; 2025Q1: 275 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307$27.3K<0.01%0Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 238 shares; 2025Q1: 210 shares; 2025Q2: 299 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 367 shares 367$27.3K<0.01%-251Timeline
KENKENON HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330$27.2K<0.01%0Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 900 shares 900$27.2K<0.01%0Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 909 shares 909$26.7K<0.01%-94Timeline
EVSDMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 688 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 521 shares 521$26.5K<0.01%-87Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620$26.4K<0.01%0Timeline
TLRYTILRAY BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,080 shares; 2026Q1: 4,069 shares 4,069$26.3K<0.01%+989Timeline
BTCWWISDOMTREE BITCOIN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 365 shares 365$26.2K<0.01%+140Timeline
APXMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares 832$26.1K<0.01%0Timeline
GRBKGREEN BRICK PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 401 shares; 2026Q1: 403 shares 403$26K<0.01%+2Timeline
UGAUNITED STS GASOLINE FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492 shares; 2026Q1: 251 shares 251$25.9K<0.01%-241Timeline
NFLYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,683 shares; 2026Q1: 2,364 shares 2,364$25.9K<0.01%+681Timeline
BSCYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 3,592 shares; 2025Q3: 3,608 shares; 2025Q4: 3,384 shares; 2026Q1: 1,248 shares 1,248$25.8K<0.01%-2,136Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100$25.8K<0.01%newTimeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 701 shares; 2025Q1: 502 shares; 2025Q2: 485 shares; 2025Q3: 425 shares; 2025Q4: 552 shares; 2026Q1: 1,066 shares 1,066$25.8K<0.01%+514Timeline
NATNORDIC AMERICAN TANKERS LIMIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,108 shares; 2025Q1: 2,149 shares; 2025Q2: 2,205 shares; 2025Q3: 2,205 shares; 2025Q4: 4,173 shares; 2026Q1: 4,399 shares 4,399$25.8K<0.01%+226Timeline
ILSETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300$25.7K<0.01%newTimeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,938 shares 2,938$25.7K<0.01%-99Timeline
DRSLEONARDO DRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 1,000 shares; 2025Q1: 300 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575$25.6K<0.01%0Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 556 shares; 2025Q3: 2,665 shares; 2025Q4: 556 shares; 2026Q1: 556 shares 556$25.5K<0.01%0Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 244 shares 244$25.5K<0.01%-18Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 2,473 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 812 shares; 2025Q4: 623 shares; 2026Q1: 623 shares 623$25.4K<0.01%0Timeline
IBIDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 582 shares; 2025Q4: 595 shares; 2026Q1: 969 shares 969$25.3K<0.01%+374Timeline
JSMDJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 289 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317$25.2K<0.01%0Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 2,065 shares; 2025Q1: 458 shares; 2025Q2: 459 shares; 2025Q3: 434 shares; 2025Q4: 1,760 shares; 2026Q1: 1,629 shares 1,629$25.1K<0.01%-131Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 671 shares; 2025Q4: 701 shares; 2026Q1: 701 shares 701$25.1K<0.01%0Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 200 shares; 2025Q3: 400 shares; 2025Q4: 200 shares; 2026Q1: 532 shares 532$25K<0.01%+332Timeline
BHRBBURKE HERBERT FINL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$24.9K<0.01%0Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 970 shares 970$24.9K<0.01%+923Timeline
MSSMMORGAN STANLEY PATHWAY FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 481 shares 481$24.8K<0.01%newTimeline
AHRTAH RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,500 shares 4,500$24.8K<0.01%0Timeline
SMHXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares; 2026Q1: 662 shares 662$24.6K<0.01%-32Timeline
LALTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares 1,002$24.4K<0.01%0Timeline
TBPHTHERAVANCE BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,500 shares 1,500$24.3K<0.01%0Timeline
PSNPARSONS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,559 shares; 2024Q4: 13,382 shares; 2025Q1: 728 shares; 2025Q2: 724 shares; 2025Q3: 749 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449$24.3K<0.01%0Timeline
ZYMEZYMEWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 971 shares 971$24.3K<0.01%+918Timeline
EPR PPTYSEPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares 800$24.3K<0.01%0
DMRCDIGIMARC CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,943 shares; 2025Q3: 4,943 shares; 2025Q4: 4,943 shares; 2026Q1: 4,943 shares 4,943$24.3K<0.01%0Timeline
UVVUNIVERSAL CORP VA MTNS BK ENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460$24.2K<0.01%0Timeline
FCPTFOUR CORNERS PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,101 shares; 2024Q4: 58,976 shares; 2025Q1: 58,976 shares; 2025Q2: 58,832 shares; 2025Q3: 1,257 shares; 2025Q4: 694 shares; 2026Q1: 1,020 shares 1,020$24.1K<0.01%+326Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 200 shares; 2025Q3: 815 shares; 2025Q4: 735 shares; 2026Q1: 712 shares 712$24.1K<0.01%-23Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,467 shares 3,467$24.1K<0.01%0Timeline
JANJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,013 shares; 2025Q1: 1,004 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 994 shares; 2026Q1: 994 shares 994$24.1K<0.01%0Timeline
BULPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 174 shares; 2025Q2: 253 shares; 2025Q3: 351 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445$24.1K<0.01%0Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307,784 shares; 2025Q3: 300,603 shares; 2025Q4: 42,165 shares; 2026Q1: 659 shares 659$24K<0.01%-41,506Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,075 shares 1,075$23.9K<0.01%-352Timeline
DUKHNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$23.9K<0.01%newTimeline
FCTFIRST TR SR FLTG RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares; 2026Q1: 2,482 shares 2,482$23.9K<0.01%0Timeline
PLUSEPLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 327 shares; 2025Q1: 1,825 shares; 2025Q2: 1,772 shares; 2025Q3: 1,619 shares; 2025Q4: 900 shares; 2026Q1: 316 shares 316$23.8K<0.01%-584Timeline
BLLNBILLIONTOONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 300 shares 300$23.7K<0.01%+200Timeline
PINEALPINE INCOME PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares; 2025Q3: 1,515 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares 1,315$23.7K<0.01%0Timeline
CVEOCIVEO CORP CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 893 shares; 2026Q1: 893 shares 893$23.6K<0.01%0Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 566 shares; 2025Q1: 670 shares; 2025Q2: 544 shares; 2025Q3: 489 shares; 2025Q4: 359 shares; 2026Q1: 384 shares 384$23.6K<0.01%+25Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,535 shares 2,535$23.5K<0.01%-95Timeline
HDSNHUDSON TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000$23.5K<0.01%0Timeline
KFRCKFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,099 shares; 2025Q4: 804 shares; 2026Q1: 804 shares 804$23.5K<0.01%0Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140$23.4K<0.01%0Timeline
MSFOTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,466 shares; 2025Q4: 1,496 shares; 2026Q1: 2,025 shares 2,025$23.4K<0.01%+529Timeline
TRTXTPG RE FIN TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,598 shares; 2025Q1: 2,673 shares; 2025Q2: 2,761 shares; 2025Q3: 2,840 shares; 2025Q4: 2,916 shares; 2026Q1: 2,992 shares 2,992$23.4K<0.01%+76Timeline
DRTSALPHA TAU MEDICAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300$23.3K<0.01%0Timeline
GLVCLOUGH GLOBAL DIVID & INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,941 shares; 2024Q4: 3,941 shares; 2025Q1: 3,941 shares; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares 3,941$23.3K<0.01%0Timeline
GVALCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703 shares 703$23.3K<0.01%newTimeline
MNSBMAINSTREET BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050$23.3K<0.01%0Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 608 shares 608$23.3K<0.01%-571Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 551 shares; 2025Q1: 631 shares; 2025Q2: 344 shares; 2025Q3: 87 shares; 2025Q4: 363 shares; 2026Q1: 391 shares 391$23.1K<0.01%+28Timeline
LXP INDUSTRIAL TRUSTLXP INDUSTRIAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$23K<0.01%new
DBNDDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 500 shares 500$22.9K<0.01%-2,200Timeline
BLSHBULLISHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,228 shares; 2025Q4: 936 shares; 2026Q1: 641 shares 641$22.9K<0.01%-295Timeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 586 shares 586$22.8K<0.01%-750Timeline
IGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 368 shares; 2026Q1: 891 shares 891$22.7K<0.01%+523Timeline
JEMAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 436 shares 436$22.7K<0.01%0Timeline
NODEVANECK FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 700 shares 700$22.7K<0.01%+200Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 859 shares; 2025Q2: 885 shares; 2025Q3: 903 shares; 2025Q4: 1,262 shares; 2026Q1: 1,206 shares 1,206$22.6K<0.01%-56Timeline
UTZUTZ BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 698 shares; 2025Q1: 239 shares; 2025Q2: 218 shares; 2025Q3: 2,962 shares; 2025Q4: 2,825 shares; 2026Q1: 2,825 shares 2,825$22.4K<0.01%0Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,035 shares 1,035$22.2K<0.01%0Timeline
YSSYORK SPACE SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$22.2K<0.01%newTimeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 191 shares 191$22.2K<0.01%+180Timeline
CPSACALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: 824 shares; 2026Q1: 824 shares 824$22.2K<0.01%0Timeline
QABAFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares; 2026Q1: 380 shares 380$22.1K<0.01%0Timeline
MATXMATSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135$22.1K<0.01%0Timeline
CLWCLEARWATER PAPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,539 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares 1,539$22.1K<0.01%0Timeline
JAJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 4,219 shares; 2026Q1: 761 shares 761$22.1K<0.01%-3,458Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 93 shares; 2025Q2: 83 shares; 2025Q3: 475 shares; 2025Q4: 527 shares; 2026Q1: 269 shares 269$22.1K<0.01%-258Timeline
CPNSCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810$22K<0.01%0Timeline
NVCRNOVOCURE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 449 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 120 shares; 2025Q4: 119 shares; 2026Q1: 2,019 shares 2,019$22K<0.01%+1,900Timeline
CPROCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810$22K<0.01%0Timeline
STEMSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 2,487 shares 2,487$22K<0.01%newTimeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375$21.9K<0.01%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 2,947 shares; 2025Q1: 2,052 shares; 2025Q2: 838 shares; 2025Q3: 994 shares; 2025Q4: 763 shares; 2026Q1: 669 shares 669$21.9K<0.01%-94Timeline
HOMBHOME BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 424 shares; 2025Q3: 351 shares; 2025Q4: 265 shares; 2026Q1: 807 shares 807$21.7K<0.01%+542Timeline
CRONCRONOS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,652 shares; 2024Q4: 8,657 shares; 2025Q1: 8,657 shares; 2025Q2: 8,657 shares; 2025Q3: 8,667 shares; 2025Q4: 8,667 shares; 2026Q1: 8,657 shares 8,657$21.7K<0.01%-10Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,377 shares 4,377$21.7K<0.01%+672Timeline
FSLYFASTLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,356 shares; 2025Q1: 3,576 shares; 2025Q2: 3,576 shares; 2025Q3: 2,691 shares; 2025Q4: 2,598 shares; 2026Q1: 747 shares 747$21.7K<0.01%-1,851Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 89 shares; 2025Q1: 46 shares; 2025Q2: 201 shares; 2025Q3: 627 shares; 2025Q4: 461 shares; 2026Q1: 414 shares 414$21.7K<0.01%-47Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$21.7K<0.01%0Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 535 shares 535$21.7K<0.01%+189Timeline
ELTXELICIO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 2,023 shares 2,023$21.6K<0.01%+469Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,915 shares; 2026Q1: 1,886 shares 1,886$21.6K<0.01%-29Timeline
WVEWAVE LIFE SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,050 shares; 2025Q2: 1,200 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 2,970 shares 2,970$21.5K<0.01%+2,570Timeline
JPOTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 601 shares; 2025Q4: 1,062 shares; 2026Q1: 1,549 shares 1,549$21.5K<0.01%+487Timeline
JHEMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares 626$21.4K<0.01%0Timeline
GTOPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 592 shares; 2026Q1: 592 shares 592$21.4K<0.01%0Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261$21.4K<0.01%0Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,483 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588$21.4K<0.01%0Timeline
PEBBLEBROOK HOTEL TRPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100$21.2K<0.01%0
WISETHEMES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 259 shares; 2025Q1: 962 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares 658$21.2K<0.01%0Timeline
QNTMQUANTUM BIOPHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 4,381 shares; 2026Q1: 4,381 shares 4,381$21.2K<0.01%0Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 903 shares; 2025Q3: 764 shares; 2025Q4: 532 shares; 2026Q1: 508 shares 508$21.1K<0.01%-24Timeline
INKTMINK THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$21.1K<0.01%newTimeline
AGEMABRDN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 516 shares 516$20.9K<0.01%0Timeline
ORICORIC PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares 1,650$20.9K<0.01%newTimeline
PSCFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366$20.8K<0.01%0Timeline
BHVBLACKROCK VA MUN BD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$20.7K<0.01%0Timeline
HYEMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,340 shares; 2026Q1: 1,050 shares 1,050$20.7K<0.01%-290Timeline
OIIOCEANEERING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 584 shares 584$20.7K<0.01%+550Timeline
CHWCALAMOS GBL DYN INCOME FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: 7,516 shares; 2025Q1: 7,516 shares; 2025Q2: 7,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares; 2026Q1: 2,850 shares 2,850$20.7K<0.01%-666Timeline
MCIBARINGS CORPORATE INVSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$20.7K<0.01%0Timeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,488 shares; 2025Q1: 987 shares; 2025Q2: 900 shares; 2025Q3: 343 shares; 2025Q4: 322 shares; 2026Q1: 314 shares 314$20.7K<0.01%-8Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429$20.7K<0.01%0Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 1,333 shares; 2025Q1: 2,191 shares; 2025Q2: 2,191 shares; 2025Q3: 827 shares; 2025Q4: 1,153 shares; 2026Q1: 1,361 shares 1,361$20.6K<0.01%+208Timeline
IBIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 648 shares; 2025Q2: 919 shares; 2025Q3: 927 shares; 2025Q4: 923 shares; 2026Q1: 785 shares 785$20.6K<0.01%-138Timeline
IIIVI3 VERTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 914 shares 914$20.4K<0.01%0Timeline
GSWOGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360$20.3K<0.01%0Timeline
PLXSPLEXUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$20.3K<0.01%0Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$20.2K<0.01%0Timeline
RGNXREGENXBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,363 shares; 2024Q4: 263 shares; 2025Q1: 663 shares; 2025Q2: 5,663 shares; 2025Q3: 13,163 shares; 2025Q4: 663 shares; 2026Q1: 2,413 shares 2,413$20.2K<0.01%+1,750Timeline
VRTSVIRTUS INVT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$20.2K<0.01%0Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares 231$20.1K<0.01%0Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,744 shares 1,744$20K<0.01%-250Timeline
HSLVHIGHLANDER SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,400 shares 3,400$20K<0.01%newTimeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 58 shares; 2025Q3: 747 shares; 2025Q4: 833 shares; 2026Q1: 883 shares 883$20K<0.01%+50Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 2,968 shares; 2026Q1: 4,825 shares 4,825$19.9K<0.01%+1,857Timeline
OCTPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 671 shares; 2026Q1: 671 shares 671$19.9K<0.01%0Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,543 shares; 2025Q4: 3,543 shares; 2026Q1: 2,718 shares 2,718$19.9K<0.01%-825Timeline
ORNORION GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,821 shares; 2026Q1: 1,821 shares 1,821$19.8K<0.01%0Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,558 shares; 2025Q1: 758 shares; 2025Q2: 558 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 539 shares 539$19.8K<0.01%0Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 402 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203$19.8K<0.01%0Timeline
GALSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$19.8K<0.01%0Timeline
PSCIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128$19.8K<0.01%0Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: 600 shares; 2026Q1: 1,330 shares 1,330$19.7K<0.01%+730Timeline
IBHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 888 shares 888$19.7K<0.01%0Timeline
NUSANUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,498 shares; 2024Q4: 29,621 shares; 2025Q1: 30,346 shares; 2025Q2: 29,295 shares; 2025Q3: 31,309 shares; 2025Q4: 31,887 shares; 2026Q1: 843 shares 843$19.6K<0.01%-31,044Timeline
JBLUJETBLUE AIRWAYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 4,610 shares; 2025Q3: 5,435 shares; 2025Q4: 4,435 shares; 2026Q1: 4,435 shares 4,435$19.6K<0.01%0Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 3,473 shares; 2025Q1: 2,398 shares; 2025Q2: 1,210 shares; 2025Q3: 556 shares; 2025Q4: 754 shares; 2026Q1: 751 shares 751$19.6K<0.01%-3Timeline
FANFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 809 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790 shares 790$19.5K<0.01%newTimeline
XPROEXPRO GROUP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares 1,120$19.5K<0.01%newTimeline
INFQINFLEQTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,984 shares 1,984$19.5K<0.01%newTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 431 shares 431$19.4K<0.01%0Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 856 shares; 2026Q1: 873 shares 873$19.4K<0.01%+17Timeline
AGGHSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,696 shares; 2024Q4: 45,806 shares; 2025Q1: 46,949 shares; 2025Q2: 47,275 shares; 2025Q3: 42,447 shares; 2025Q4: 13,151 shares; 2026Q1: 953 shares 953$19.4K<0.01%-12,198Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$19.3K<0.01%0Timeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 556 shares 556$19.3K<0.01%+385Timeline
SLVRSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,990 shares; 2025Q3: 19,202 shares; 2025Q4: 7,136 shares; 2026Q1: 326 shares 326$19.3K<0.01%-6,810Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 371 shares 371$19.3K<0.01%+20Timeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,100 shares; 2025Q4: 2,278 shares; 2026Q1: 2,261 shares 2,261$19.2K<0.01%-17Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 461 shares; 2025Q4: 450 shares; 2026Q1: 303 shares 303$19.2K<0.01%-147Timeline
BLWBLACKROCK LTD DURATION INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares 1,526$19.2K<0.01%0Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 451 shares; 2025Q4: 444 shares; 2026Q1: 345 shares 345$19.2K<0.01%-99Timeline
MVSTMICROVAST HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,796 shares 12,796$19.2K<0.01%0Timeline
FINVFINVOLUTION GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000$19.2K<0.01%0Timeline
EVTLVERTICAL AEROSPACE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,400 shares; 2025Q4: 17,400 shares; 2026Q1: 8,650 shares 8,650$19.1K<0.01%-8,750Timeline
ALRSALERUS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800$19K<0.01%newTimeline
WFGWEST FRASER TIMBER CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 708 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 392 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289$18.9K<0.01%0Timeline
IZRLARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 460 shares; 2025Q3: 530 shares; 2025Q4: 697 shares; 2026Q1: 697 shares 697$18.8K<0.01%0Timeline
DDFJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$18.8K<0.01%newTimeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: 1,301 shares; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares 1,273$18.7K<0.01%0Timeline
ADUSADDUS HOMECARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 200 shares; 2025Q3: 219 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$18.7K<0.01%0Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,703 shares 3,703$18.7K<0.01%-3,500Timeline
ALARALARUM TECHNOLOGIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,124 shares; 2025Q4: 3,124 shares; 2026Q1: 3,124 shares 3,124$18.6K<0.01%0Timeline
BTCINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares 567$18.6K<0.01%0Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 103 shares 103$18.5K<0.01%+28Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,616 shares; 2025Q1: 4,497 shares; 2025Q2: 4,416 shares; 2025Q3: 4,427 shares; 2025Q4: 32,092 shares; 2026Q1: 4,316 shares 4,316$18.5K<0.01%-27,776Timeline
JHXJAMES HARDIE INDS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,109 shares; 2025Q4: 1,920 shares; 2026Q1: 976 shares 976$18.5K<0.01%-944Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 38,327 shares; 2025Q1: 39,783 shares; 2025Q2: 453 shares; 2025Q3: 391 shares; 2025Q4: 380 shares; 2026Q1: 980 shares 980$18.5K<0.01%+600Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: 8,916 shares; 2025Q2: 2,535 shares; 2025Q3: 715 shares; 2025Q4: 407 shares; 2026Q1: 375 shares 375$18.4K<0.01%-32Timeline
CVYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 812 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 679 shares 679$18.4K<0.01%0Timeline
HDEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 268 shares; 2026Q1: 564 shares 564$18.3K<0.01%+296Timeline
CPRXCATALYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,273 shares; 2025Q1: 43,755 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares 734$18.2K<0.01%0Timeline
IBIEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 452 shares; 2025Q3: 456 shares; 2025Q4: 464 shares; 2026Q1: 692 shares 692$18.2K<0.01%+228Timeline
FIGRFIGURE TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares; 2026Q1: 534 shares 534$18.1K<0.01%+360Timeline
CNXNPC CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310$18.1K<0.01%0Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 849 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 1,014 shares; 2025Q4: 978 shares; 2026Q1: 978 shares 978$18.1K<0.01%0Timeline
MGEEMGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 234 shares 234$18.1K<0.01%-251Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 919 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 2,149 shares; 2026Q1: 824 shares 824$18.1K<0.01%-1,325Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 567 shares; 2025Q1: 563 shares; 2025Q2: 520 shares; 2025Q3: 635 shares; 2025Q4: 502 shares; 2026Q1: 742 shares 742$18K<0.01%+240Timeline
TIPTTIPTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,285 shares; 2025Q3: 2,265 shares; 2025Q4: 1,446 shares; 2026Q1: 1,064 shares 1,064$18K<0.01%-382Timeline
ABUSARBUTUS BIOPHARMA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000$18K<0.01%0Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 287 shares; 2025Q1: 337 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196$18K<0.01%0Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 367 shares; 2025Q1: 266 shares; 2025Q2: 154 shares; 2025Q3: 585 shares; 2025Q4: 507 shares; 2026Q1: 507 shares 507$17.9K<0.01%0Timeline
URANTHEMES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 161 shares; 2025Q4: 199 shares; 2026Q1: 410 shares 410$17.8K<0.01%+211Timeline
TRSTTRUSTCO BK CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares 406$17.8K<0.01%0Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 551 shares 551$17.7K<0.01%-95Timeline
ATAIATAIBECKLEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000$17.7K<0.01%newTimeline
CBXJCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares 852$17.7K<0.01%0Timeline
PGCPEAPACK-GLADSTONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$17.6K<0.01%0Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 342 shares; 2025Q1: 509 shares; 2025Q2: 308 shares; 2025Q3: 189 shares; 2025Q4: 121 shares; 2026Q1: 53 shares 53$17.5K<0.01%-68Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473$17.4K<0.01%0Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 622 shares 622$17.4K<0.01%-1,397Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 1,663 shares; 2025Q1: 912 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 1,042 shares; 2026Q1: 858 shares 858$17.3K<0.01%-184Timeline
VFMVVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130$17.3K<0.01%0Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 2,400 shares; 2025Q1: 248 shares; 2025Q2: 290 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 414 shares 414$17.3K<0.01%+103Timeline
ITEQAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$17.3K<0.01%0Timeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 776 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351$17.3K<0.01%0Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 165 shares; 2025Q1: 206 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 120 shares; 2026Q1: 228 shares 228$17.2K<0.01%+108Timeline
CRAICRA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: 105 shares 105$17K<0.01%newTimeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 476 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413$17K<0.01%0Timeline
ARVNARVINAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600$17K<0.01%0Timeline
IAGIAMGOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900$16.9K<0.01%newTimeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 186 shares; 2025Q4: 109 shares; 2026Q1: 40 shares 40$16.9K<0.01%-69Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,250 shares; 2025Q3: 215 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228$16.9K<0.01%0Timeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 686 shares; 2025Q4: 576 shares; 2026Q1: 576 shares 576$16.9K<0.01%0Timeline
BKUBANKUNITED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373$16.8K<0.01%0Timeline
BULLWEBULL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500$16.8K<0.01%newTimeline
PMLPIMCO MUN INCOME FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 4,117 shares; 2025Q4: 2,217 shares; 2026Q1: 2,217 shares 2,217$16.8K<0.01%0Timeline
RDNTRADNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 36 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 299 shares 299$16.7K<0.01%-78Timeline
TECBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301$16.7K<0.01%0Timeline
CGGECAPITAL GROUP GLOBAL EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 358 shares; 2026Q1: 547 shares 547$16.7K<0.01%+189Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 83 shares; 2025Q3: 75 shares; 2025Q4: 93 shares; 2026Q1: 75 shares 75$16.7K<0.01%-18Timeline
SCOPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$16.6K<0.01%newTimeline
LQDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,380 shares; 2025Q1: 3,380 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 687 shares; 2026Q1: 687 shares 687$16.6K<0.01%0Timeline
LABUDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$16.6K<0.01%0Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320$16.6K<0.01%0Timeline
BUSA2023 ETF SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: 1,095 shares; 2026Q1: 445 shares 445$16.5K<0.01%-650Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 568 shares; 2025Q1: 397 shares; 2025Q2: 298 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295$16.5K<0.01%0Timeline
DRIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 418 shares; 2025Q1: 395 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 539 shares 539$16.4K<0.01%+127Timeline
ADTADT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 5,641 shares; 2025Q1: 5,641 shares; 2025Q2: 3,641 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$16.4K<0.01%0Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 2,089 shares; 2025Q4: 825 shares; 2026Q1: 1,225 shares 1,225$16.4K<0.01%+400Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 1,754 shares; 2025Q1: 1,759 shares; 2025Q2: 1,488 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402$16.3K<0.01%0Timeline
UCTTULTRA CLEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 152 shares; 2025Q3: 92 shares; 2025Q4: 262 shares; 2026Q1: 262 shares 262$16.3K<0.01%0Timeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 37 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 138 shares 138$16.3K<0.01%-29Timeline
CPSDCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621$16.1K<0.01%0Timeline
TICTIC SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 2,444 shares 2,444$16.1K<0.01%+2,279Timeline
RGRSTURM RUGER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 400 shares 400$16K<0.01%-33Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 198 shares 198$16K<0.01%+10Timeline
BFLYBUTTERFLY NETWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 3,960 shares; 2026Q1: 3,960 shares 3,960$16K<0.01%0Timeline
TAOXTAO SYNERGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800$15.9K<0.01%0Timeline
RZVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128$15.9K<0.01%0Timeline
INQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,985 shares; 2025Q1: not reported; 2025Q2: 1,223 shares; 2025Q3: 2,353 shares; 2025Q4: 2,401 shares; 2026Q1: 1,366 shares 1,366$15.9K<0.01%-1,035Timeline
RFGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290$15.9K<0.01%0Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 39 shares; 2025Q3: 2,577 shares; 2025Q4: 270 shares; 2026Q1: 426 shares 426$15.9K<0.01%+156Timeline
OMEROMEROS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500$15.8K<0.01%newTimeline
BSTPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439$15.8K<0.01%0Timeline
ICAPSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$15.8K<0.01%0Timeline
MSIFMSC INCOME FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 1,296 shares 1,296$15.8K<0.01%+648Timeline
HYBINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares 318$15.7K<0.01%newTimeline
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$15.7K<0.01%0Timeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 265 shares; 2026Q1: 2,515 shares 2,515$15.7K<0.01%+2,250Timeline
EMBXVANECK FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 313 shares 313$15.7K<0.01%newTimeline
NUTXNUTEX HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 165 shares 165$15.7K<0.01%+95Timeline
CDRECADRE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 511 shares 511$15.7K<0.01%+162Timeline
CWENACLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$15.7K<0.01%0Timeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 54 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 88 shares 88$15.7K<0.01%+53Timeline
AARDAARDVARK THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,150 shares 4,150$15.6K<0.01%newTimeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 105 shares; 2025Q1: 285 shares; 2025Q2: 847 shares; 2025Q3: 786 shares; 2025Q4: 793 shares; 2026Q1: 178 shares 178$15.6K<0.01%-615Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 478 shares; 2025Q4: 159 shares; 2026Q1: 158 shares 158$15.6K<0.01%-1Timeline
GLREGREENLIGHT CAP RE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900$15.6K<0.01%0Timeline
BETABETA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 1,056 shares 1,056$15.5K<0.01%+1,000Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 514 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 546 shares 546$15.5K<0.01%+66Timeline
NGENNERVGEN PHARMA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,103 shares 4,103$15.5K<0.01%newTimeline
ISCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222$15.4K<0.01%0Timeline
FUNDSPROTT FOCUS TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 1,505 shares; 2025Q1: 1,531 shares; 2025Q2: 1,531 shares; 2025Q3: 1,554 shares; 2025Q4: 1,588 shares; 2026Q1: 1,611 shares 1,611$15.4K<0.01%+23Timeline
KUREKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900$15.4K<0.01%0Timeline
UNITUNITI GROUP LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,634 shares; 2025Q4: 1,637 shares; 2026Q1: 1,634 shares 1,634$15.3K<0.01%-3Timeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 115 shares 115$15.3K<0.01%-1Timeline
QQQAPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$15.2K<0.01%newTimeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 440 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 158 shares; 2025Q4: 207 shares; 2026Q1: 229 shares 229$15.2K<0.01%+22Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 538 shares 538$15.2K<0.01%-68Timeline
ASLVALLSPRING EXCHANGE TRADED FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545$15.2K<0.01%0Timeline
SLGSL GREEN RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,660 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 410 shares 410$15.1K<0.01%+50Timeline
SBRSABINE RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$15.1K<0.01%0Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,124 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,095 shares 1,095$15.1K<0.01%-27Timeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 31 shares; 2025Q1: 32 shares; 2025Q2: 16 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 444 shares 444$15K<0.01%+23Timeline
VERAVERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 352 shares; 2026Q1: 372 shares 372$15K<0.01%+20Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 2,933 shares; 2025Q1: 2,933 shares; 2025Q2: 3,058 shares; 2025Q3: 2,933 shares; 2025Q4: 2,933 shares; 2026Q1: 2,933 shares 2,933$15K<0.01%0Timeline
TWOTWO HARBORS INVENTMENT CORPOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 279 shares; 2025Q1: 287 shares; 2025Q2: 296 shares; 2025Q3: 304 shares; 2025Q4: 246 shares; 2026Q1: 1,303 shares 1,303$14.9K<0.01%+1,057Timeline
BLMNBLOOMIN BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,743 shares; 2025Q1: 2,743 shares; 2025Q2: 4,743 shares; 2025Q3: 2,743 shares; 2025Q4: 2,743 shares; 2026Q1: 2,743 shares 2,743$14.8K<0.01%0Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200$14.8K<0.01%newTimeline
EYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 775 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 355 shares 355$14.7K<0.01%newTimeline
BWBABCOCK & WILCOX ENTERPRISESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$14.7K<0.01%newTimeline
GEOSGEOSPACE TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200$14.6K<0.01%newTimeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 77 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 110 shares 110$14.6K<0.01%+18Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 574 shares; 2026Q1: 489 shares 489$14.6K<0.01%-85Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 224 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84$14.6K<0.01%0Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 209 shares; 2025Q3: 332 shares; 2025Q4: 408 shares; 2026Q1: 495 shares 495$14.5K<0.01%+87Timeline
SISHOULDER INNOVATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$14.5K<0.01%0Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 1,161 shares; 2025Q3: 316 shares; 2025Q4: 731 shares; 2026Q1: 731 shares 731$14.5K<0.01%0Timeline
RSSBTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 532 shares 532$14.5K<0.01%newTimeline
RLYSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$14.5K<0.01%0Timeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$14.5K<0.01%0Timeline
EWPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,953 shares; 2025Q1: 2,563 shares; 2025Q2: 991 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 266 shares 266$14.4K<0.01%-106Timeline
ARQTARCUTIS BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 613 shares 613$14.4K<0.01%+500Timeline
PUMPPROPETRO HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$14.4K<0.01%0Timeline
EWQISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,174 shares; 2025Q1: 1,962 shares; 2025Q2: 958 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 332 shares 332$14.4K<0.01%-141Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,105 shares; 2025Q1: 1,650 shares; 2025Q2: 1,645 shares; 2025Q3: 845 shares; 2025Q4: 830 shares; 2026Q1: 841 shares 841$14.4K<0.01%+11Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 985 shares; 2026Q1: 325 shares 325$14.4K<0.01%-660Timeline
NSINORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares 409$14.3K<0.01%0Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 87 shares; 2025Q2: 552 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,138 shares 1,138$14.3K<0.01%+100Timeline
KJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504$14.2K<0.01%0Timeline
IPIINTREPID POTASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333$14.2K<0.01%0Timeline
QUCYQUANTUM CYBER NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000$14.2K<0.01%0Timeline
IDEVOYA INFRASTRUCTURE INDLS &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares 1,137$14.2K<0.01%0Timeline
WOODISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$14.2K<0.01%0Timeline
DGIIDIGI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293$14.1K<0.01%0Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$14.1K<0.01%0Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248 shares; 2026Q1: 248 shares 248$14K<0.01%0Timeline
FLTRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550$14K<0.01%0Timeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 589 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330$14K<0.01%0Timeline
CWENCLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 586 shares; 2025Q1: 695 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 356 shares 356$14K<0.01%-218Timeline
GEMDGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 336 shares 336$13.9K<0.01%+116Timeline
AMLXAMYLYX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,000 shares 1,000$13.9K<0.01%-500Timeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$13.9K<0.01%0Timeline
EPCEDGEWELL PERSONAL CARE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650$13.9K<0.01%0Timeline
CAKECHEESECAKE FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 201 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253$13.9K<0.01%0Timeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 252 shares; 2025Q3: 258 shares; 2025Q4: 264 shares; 2026Q1: 270 shares 270$13.8K<0.01%+6Timeline
VIAVIA TRANSN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 913 shares 913$13.7K<0.01%newTimeline
DXPEDXP ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 98 shares; 2025Q3: 213 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98$13.7K<0.01%0Timeline
PAXPATRIA INVESTMENTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,026 shares; 2025Q1: 1,039 shares; 2025Q2: 1,050 shares; 2025Q3: 1,060 shares; 2025Q4: 1,070 shares; 2026Q1: 1,084 shares 1,084$13.7K<0.01%+14Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 34 shares; 2025Q1: 30 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 71 shares 71$13.6K<0.01%-229Timeline
PBDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares 758$13.6K<0.01%0Timeline
CPZCALAMOS LNG SHR EQT DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,000 shares 1,000$13.6K<0.01%-1,250Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 147 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 105 shares; 2026Q1: 97 shares 97$13.6K<0.01%-8Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$13.5K<0.01%0Timeline
VBFINVESCO BD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900$13.5K<0.01%0Timeline
SBARSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 1,450 shares; 2026Q1: 550 shares 550$13.5K<0.01%-900Timeline
INDSPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 195 shares; 2025Q4: 365 shares; 2026Q1: 367 shares 367$13.5K<0.01%+2Timeline
NWBINORTHWEST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 59 shares; 2025Q4: 1,060 shares; 2026Q1: 1,061 shares 1,061$13.5K<0.01%+1Timeline
IVESWEDBUSH SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 474 shares 474$13.4K<0.01%0Timeline
INVXINNOVEX INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: not reported; 2026Q1: 550 shares 550$13.4K<0.01%newTimeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 4,613 shares; 2025Q2: 4,584 shares; 2025Q3: 4,584 shares; 2025Q4: 4,584 shares; 2026Q1: 4,584 shares 4,584$13.4K<0.01%0Timeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114 shares 114$13.4K<0.01%newTimeline
BSMBLACK STONE MINERALS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 57,790 shares; 2025Q1: 27,340 shares; 2025Q2: 20,290 shares; 2025Q3: 790 shares; 2025Q4: 880 shares; 2026Q1: 881 shares 881$13.3K<0.01%+1Timeline
SLVPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375$13.3K<0.01%0Timeline
TATTTAT TECHNOLOGIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares 325$13.2K<0.01%newTimeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 269 shares; 2025Q4: 369 shares; 2026Q1: 323 shares 323$13.2K<0.01%-46Timeline
NAKNORTHERN DYNASTY MINERALS LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 3,788 shares; 2025Q3: 6,818 shares; 2025Q4: 6,818 shares; 2026Q1: 9,412 shares 9,412$13.2K<0.01%+2,594Timeline
RVLVREVOLVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 582 shares 582$13.2K<0.01%0Timeline
YDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$13.2K<0.01%0Timeline
NBGXNEUBERGER BERMAN ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 516 shares 516$13.1K<0.01%+77Timeline
AGOASSURED GUARANTY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161$13.1K<0.01%0Timeline
INNSUMMIT HOTEL PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,964 shares; 2026Q1: 2,964 shares 2,964$13.1K<0.01%0Timeline
GRPNGROUPON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,250 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100$13.1K<0.01%0Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares 642$13.1K<0.01%0Timeline
WDWALKER & DUNLOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 308 shares; 2025Q1: 461 shares; 2025Q2: 456 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294$13K<0.01%0Timeline
KNOPKNOT OFFSHORE PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares 1,290$13K<0.01%0Timeline
ATYRATYR PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,600 shares 16,600$12.9K<0.01%newTimeline
BGTBLACKROCK FLOATING RATE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,800 shares; 2025Q4: 3,200 shares; 2026Q1: 1,200 shares 1,200$12.9K<0.01%-2,000Timeline
NPFINUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 500 shares 500$12.9K<0.01%+300Timeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 508 shares; 2025Q1: 458 shares; 2025Q2: 1,415 shares; 2025Q3: 1,015 shares; 2025Q4: 915 shares; 2026Q1: 715 shares 715$12.9K<0.01%-200Timeline
IGIWESTERN ASSET INVT GRADE OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 799 shares 799$12.9K<0.01%0Timeline
ENZLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$12.8K<0.01%0Timeline
KLRSKALARIS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,215 shares 2,215$12.8K<0.01%newTimeline
FBRXFORTE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 493 shares 493$12.8K<0.01%-60Timeline
HEROGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 772 shares; 2025Q4: 747 shares; 2026Q1: 495 shares 495$12.7K<0.01%-252Timeline
GTYGETTY RLTY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400$12.7K<0.01%newTimeline
BAKBRASKEM SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,460 shares 3,460$12.7K<0.01%newTimeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$12.6K<0.01%newTimeline
ERCALLSPRING MULTI SECTOR INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 10,725 shares; 2025Q1: 13,989 shares; 2025Q2: 13,830 shares; 2025Q3: 15,230 shares; 2025Q4: 13,636 shares; 2026Q1: 1,400 shares 1,400$12.6K<0.01%-12,236Timeline
RFICOHEN & STEERS TOTAL RETURNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 1,021 shares; 2025Q1: 1,041 shares; 2025Q2: 1,062 shares; 2025Q3: 1,084 shares; 2025Q4: 1,107 shares; 2026Q1: 1,131 shares 1,131$12.6K<0.01%+24Timeline
DFEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 225 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175$12.6K<0.01%0Timeline
EVLNMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260$12.5K<0.01%0Timeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 133 shares 133$12.5K<0.01%+72Timeline
SFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 416 shares 416$12.5K<0.01%newTimeline
RCMTRCM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 650 shares 650$12.4K<0.01%-864Timeline
SNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$12.4K<0.01%0Timeline
CNMDCONMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 371 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 350 shares; 2025Q4: 351 shares; 2026Q1: 350 shares 350$12.4K<0.01%-1Timeline
ALGALAMO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 26 shares; 2025Q4: not reported; 2026Q1: 75 shares 75$12.4K<0.01%newTimeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$12.2K<0.01%0Timeline
WEAVWEAVE COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650$12.2K<0.01%0Timeline
WVVIWILLAMETTE VALLEY VINEYARDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,049 shares; 2025Q1: 5,049 shares; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares; 2025Q4: 4,774 shares; 2026Q1: 4,749 shares 4,749$12.2K<0.01%-25Timeline
BUSEFIRST BUSEY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482$12.2K<0.01%0Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 154 shares 154$12.2K<0.01%+80Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 393 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 385 shares 385$12.1K<0.01%+217Timeline
CSRECOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares 460$12.1K<0.01%newTimeline
DTECALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 278 shares 278$12K<0.01%+180Timeline
JMHIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 271 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 241 shares 241$12K<0.01%-16Timeline
JBSSSANFILIPPO JOHN B & SON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 165 shares; 2026Q1: 151 shares 151$12K<0.01%-14Timeline
BMVPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 240 shares 240$12K<0.01%-330Timeline
PLTYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289 shares; 2026Q1: 309 shares 309$11.9K<0.01%+20Timeline
QVMTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$11.9K<0.01%0Timeline
POETPOET TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,757 shares; 2025Q2: 13,520 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$11.9K<0.01%newTimeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 599 shares; 2025Q1: 658 shares; 2025Q2: 577 shares; 2025Q3: 544 shares; 2025Q4: 512 shares; 2026Q1: 542 shares 542$11.8K<0.01%+30Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 669 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 402 shares 402$11.8K<0.01%-106Timeline
OTLYOATLY GROUP ABQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares 1,160$11.8K<0.01%0Timeline
EWKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482$11.7K<0.01%0Timeline
PVLPERMIANVILLE RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,318 shares; 2024Q4: 6,318 shares; 2025Q1: 6,318 shares; 2025Q2: 6,318 shares; 2025Q3: 6,318 shares; 2025Q4: 6,318 shares; 2026Q1: 6,318 shares 6,318$11.7K<0.01%0Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$11.7K<0.01%0Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 268 shares; 2025Q4: 313 shares; 2026Q1: 313 shares 313$11.7K<0.01%0Timeline
ACVFETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245$11.7K<0.01%0Timeline
UHAL-BU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 255 shares; 2026Q1: 260 shares 260$11.6K<0.01%+5Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 550 shares; 2025Q1: 699 shares; 2025Q2: 800 shares; 2025Q3: 699 shares; 2025Q4: 723 shares; 2026Q1: 350 shares 350$11.6K<0.01%-373Timeline
EJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,062 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340$11.5K<0.01%0Timeline
EDDMORGAN STANLEY EMERGING MKTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares 2,270$11.5K<0.01%0Timeline
FTFFRANKLIN LTD DURATION INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares 1,965$11.5K<0.01%0Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 516 shares; 2025Q1: 501 shares; 2025Q2: 459 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 480 shares 480$11.5K<0.01%-459Timeline
BBREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119$11.4K<0.01%0Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 346 shares; 2025Q1: 548 shares; 2025Q2: 550 shares; 2025Q3: 552 shares; 2025Q4: 644 shares; 2026Q1: 383 shares 383$11.4K<0.01%-261Timeline
CHCICOMSTOCK HLDG COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$11.4K<0.01%0Timeline
MLPINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200$11.3K<0.01%newTimeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 277 shares 277$11.3K<0.01%+177Timeline
AUIDAUTHID INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 8,693 shares; 2026Q1: 8,693 shares 8,693$11.3K<0.01%0Timeline
FLNTFLUENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,571 shares; 2025Q1: 3,571 shares; 2025Q2: 3,571 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,571 shares 3,571$11.3K<0.01%-9Timeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares 283$11.3K<0.01%0Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62$11.2K<0.01%0Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 819 shares; 2025Q2: 679 shares; 2025Q3: 680 shares; 2025Q4: 679 shares; 2026Q1: 771 shares 771$11.2K<0.01%+92Timeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 89 shares; 2025Q1: 165 shares; 2025Q2: 103 shares; 2025Q3: 85 shares; 2025Q4: 86 shares; 2026Q1: 88 shares 88$11.2K<0.01%+2Timeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 11 shares; 2025Q3: 61 shares; 2025Q4: 173 shares; 2026Q1: 223 shares 223$11.2K<0.01%+50Timeline
FPXIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,107 shares; 2025Q1: 1,107 shares; 2025Q2: 1,107 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181$11.2K<0.01%0Timeline
ZMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares; 2026Q1: 404 shares 404$11.1K<0.01%0Timeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,868 shares; 2025Q3: 2,868 shares; 2025Q4: 2,868 shares; 2026Q1: 1,368 shares 1,368$11.1K<0.01%-1,500Timeline
ENRENERGIZER HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 676 shares 676$11.1K<0.01%-69Timeline
CGENCOMPUGEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,202 shares; 2024Q4: 5,202 shares; 2025Q1: 5,202 shares; 2025Q2: 5,202 shares; 2025Q3: 5,202 shares; 2025Q4: 5,202 shares; 2026Q1: 5,202 shares 5,202$11.1K<0.01%0Timeline
PXEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 969 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 781 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281$11K<0.01%0Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 12 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$11K<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% 6/0principal72,000$107K+15,000
DUKE ENERGY CORP NEWDUKE ENERGY CORP NEW CONV BNDprincipal83,000$91.5K+18,000
ENVISTA HOLDINGS CORPORATIONENVISTA HOLDINGS CORPORATION NOTE 1.750% 8/1principal89,000$88.3K+19,000
EURONET WORLDWIDE INCEURONET WORLDWIDE INC NOTE 0.750% 3/1principal72,000$60.8K+26,000
PPL CAP FDG INCPPL CAP FDG INC NOTE 2.875% 3/1principal51,000$59.7K+11,000
BIOMARIN PHARMACEUTICAL INCBIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1principal52,000$50.1K+10,000
ON SEMICONDUCTOR CORPON SEMICONDUCTOR CORP NOTE 5/0principal32,000$41.3K+7,000
CMS ENERGY CORPCMS ENERGY CORP NOTE 3.375% 5/0principal32,000$36.2K+8,000
DEXCOM INCDEXCOM INC NOTE 0.375% 5/1principal33,000$30.4K+8,000
AMERICAN WTR CAP CORPAMERICAN WTR CAP CORP NOTE 3.625% 6/1principal30,000$29.9K+7,000
STRIDE INCSTRIDE INC NOTE 1.125% 9/0principal9,000$15.5Knew
JBT MAREL CORPORATIONJBT MAREL CORPORATION NOTE 0.250% 5/1principal12,000$11.9Knew
HALOZYME THERAPEUTICS INCHALOZYME THERAPEUTICS INC NOTE 1.000% 8/1principal6,000$7.68K0
LIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DEL NOTE 2.250% 8/1principal6,000$6.92K0
CHEESECAKE FACTORY INCCHEESECAKE FACTORY INC NOTE 0.375% 6/1principal7,000$6.89K0
IRONWOOD PHARMACEUTICALS INCIRONWOOD PHARMACEUTICALS INC NOTE 1.500% 6/1principal7,000$6.8Knew
ON SEMICONDUCTOR CORPON SEMICONDUCTOR CORP NOTE 0.500% 3/0principal6,000$5.87K0
CONMED CORPCONMED CORP NOTE 2.250% 6/1principal6,000$5.81K0
PENNYMAC CORPPENNYMAC CORP Convertible Bondprincipal5,000$5.19Knew
REDWOOD TRUST INCREDWOOD TRUST INC Convertibleprincipal5,000$5.05Knew
PEBBLEBROOK HOTEL TRPEBBLEBROOK HOTEL TR NOTE 1.750%12/1principal5,000$4.87K0
LANTHEUS HLDGS INCLANTHEUS HLDGS INC Convertibleprincipal4,000$4.8K0
ARRAY TECHNOLOGIES INCARRAY TECHNOLOGIES INC NOTE 1.000%12/0principal5,000$4.51K0
NORTHERN OIL & GAS INCNORTHERN OIL & GAS INC NOTE 3.625% 4/1principal4,000$4.39K0
EXACT SCIENCES CORPEXACT SCIENCES CORP NOTE 0.375% 3/0principal4,000$4.21K0
TETRA TECH INC NEWTETRA TECH INC NEW DBCV 2.250% 8/1principal4,000$4.18K0
MGP INGREDIENTS INC NEWMGP INGREDIENTS INC NEW NOTE 1.875%11/1principal4,000$3.84K0
AMPHASTAR PHARMACEUTICALS INAMPHASTAR PHARMACEUTICALS IN NOTE 2.000% 3/1principal4,000$3.61K0
PG&E CORPPG&E CORP NOTE 4.250%12/0principal3,000$3.11K0
IONIS PHARMACEUTICALS INIONIS PHARMACEUTICALS IN NOTE 4/0principal2,000$2.64K0
TRANSMEDICS GROUP INCTRANSMEDICS GROUP INC NOTE 1.500% 6/0principal2,000$2.58K0
INTEGER HLDGS CORPINTEGER HLDGS CORP NOTE 2.125% 2/1principal2,000$2.36K0
RIVIAN AUTOMOTIVE INCRIVIAN AUTOMOTIVE INC NOTE 4.625% 3/1principal2,000$2.14K0
ETSY INCETSY INC NOTE 0.125%10/0principal2,000$1.95K0
ALNYLAM PHARMACEUTICALS INCALNYLAM PHARMACEUTICALS INC NOTE 1.000% 9/1principal1,000$1.28K-1,000

Sold out in Q1 2026

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

The largest 100 of 217. All 217

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR55,073$5.06Mshares
TALKTALKSPACE INC393,223$1.43Mshares
SNVSYNOVUS FINANCIAL CORP22,314$1.12Mshares
PRCTPROCEPT BIOROBOTICS CORP31,814$1Mshares
BUCKSIMPLIFY EXCHANGE TRADED FUN33,380$791Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM52,707$775Kshares
RNAMAVIDITY BIOSCIENCES INC7,626$550Kshares
FLCHFRANKLIN TEMPLETON ETF TR19,596$466Kshares
STKLSUNOPTA INC105,540$401Kshares
BELFBBEL FUSE INC1,485$252Kshares
REYNREYNOLDS CONSUMER PRODS INC10,800$248Kshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR23,703$238Kshares
EXASEXACT SCIENCES CORP2,070$210Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL376$168Kshares
AMSCAMERICAN SUPERCONDUCTOR CORP5,625$162Kshares
XBFZXBLACKROCK CA MUNI INC TR14,425$155Kshares
SGDMSPROTT ETF TRUST2,000$139Kshares
CMACOMERICA INC1,507$131Kshares
EQXEQUINOX GOLD CORP8,841$124Kshares
BBUBROOKFIELD BUSINESS PARTNERS L3,500$123Kshares
SMASMARTSTOP SELF STORAG REIT I3,632$112Kshares
QTOPISHARES TR3,426$109Kshares
XBNYXBLACKROCK NEW YORK MUNI INC10,642$108Kshares
BINV2023 ETF SERIES TRUST2,685$108Kshares
CADECADENCE BANK2,294$98.3Kshares
BZHBEAZER HOMES USA INC4,640$94.1Kshares
HAEHAEMONETICS CORP MASS1,138$91.2Kshares
XMQTXBLACKROCK MUNIYIELD QLTY II9,054$91Kshares
XMVFXBLACKROCK MUNIVEST FUND12,335$85.5Kshares
FORD MOTOR COMPANYFORD MOTOR COMPANY73,000$75.8Kprincipal
EXPEDIA GROUP INCEXPEDIA GROUP INC67,000$74.7Kprincipal
IBMOISHARES TR2,824$72.4Kshares
ASURASURE SOFTWARE INC7,000$65.9Kshares
FBCGFIDELITY COVINGTON TRUST1,137$62.4Kshares
BBUCBROOKFIELD BUSINESS HOLDINGS1,650$59.2Kshares
AMCOR PLCAMCOR PLC6,998$58.4Kshares
GGNGAMCO GLOBAL GOLD NAT RES &11,300$58.3Kshares
BLACKROCK MUNIHLDGS NY QLTYBLACKROCK MUNIHLDGS NY QLTY5,695$58.3Kshares
PIPRPIPER SANDLER COS161$54.7Kshares
IAUMISHARES GOLD TRUST MICRO1,242$53.4Kshares
CPLBNYLIM ACTIVE ETF TR2,489$52.8Kshares
NUVEEN CALIFORNIA SELECT TA…NUVEEN CALIFORNIA SELECT TAX-F3,813$50.3Kshares
SGDJSPROTT ETF TRUST597$50.2Kshares
XBTAXBLACKROCK LNG-TRM MUNI ADV5,380$49.9Kshares
IMMPIMMUTEP LTD15,000$42.9Kshares
VEGAADVISORSHARES TR825$40.5Kshares
CNYAISHARES TR1,000$34.6Kshares
GARPISHARES TR500$34Kshares
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUA2,908$31.8Kshares
NAVINAVIENT CORPORATION2,422$31.5Kshares
AUSFGLOBAL X FDS645$29.9Kshares
PCHPOTLATCHDELTIC CORP750$29.8Kshares
PBPROSPERITY BANCSHARES INC410$28.3Kshares
SOHO HOUSE & CO INCSOHO HOUSE & CO INC3,025$27.1Kshares
BEATHEARTBEAM INC11,000$26.4Kshares
CRCCALIFORNIA RES CORP582$26Kshares
JANWAIM ETF PRODUCTS TRUST689$25.5Kshares
JULWAIM ETF PRODUCTS TRUST648$25.4Kshares
OCTWAIM ETF PRODUCTS TRUST649$25.3Kshares
APRWAIM ETF PRODUCTS TRUST725$25.3Kshares
GOODGLADSTONE COMMERCIAL CORP2,293$24.5Kshares
TXOTXO PARTNERS LP2,235$23.8Kshares
GSBDGOLDMAN SACHS BDC INC2,537$23.5Kshares
ALLIANT ENERGY CORPALLIANT ENERGY CORP22,000$22.9Kprincipal
ONTONTERRIS INC863$21.4Kshares
INFQINFLEQTION INC1,300$20.3Kshares
FAFIRST ADVANTAGE CORP NEW1,344$19.5Kshares
CTLPCANTALOUPE INC1,825$19.4Kshares
TPGTPG INC250$16Kshares
HYGHISHARES U S ETF TR176$15.2Kshares
CFLTCONFLUENT INC-CLASS A493$14.9Kshares
GAIAGAIA INC NEW4,000$14.5Kshares
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC1,000$13.4Kshares
SLGLSOL-GEL TECHNOLOGIES LTD316$13.3Kshares
CYTKCYTOKINETICS INC200$12.7Kshares
DFIIFIRST TR EXCHANGE-TRADED FD700$12.5Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR800$12.2Kshares
KRROKORRO BIO INC1,500$12Kshares
MRTNMARTEN TRANS LTD1,026$11.7Kshares
NVIIREX ETF TR375$10.6Kshares
GLOWVICTORY PORTFOLIOS II342$10.5Kshares
MILNGLOBAL X FDS223$10.5Kshares
WERNWERNER ENTERPRISES INC348$10.4Kshares
FEOERBB FUND TRUST212$10.3Kshares
BANRBANNER CORP160$10Kshares
RLJ LODGING TRRLJ LODGING TR400$9.96Kshares
DEFTDEFI TECHNOLOGIES INC13,175$9.94Kshares
TPLCTIMOTHY PLAN215$9.77Kshares
FUBOFUBOTV INC3,800$9.58Kshares
FSCSFIRST TR EXCHANGE TRADED FD265$9.48Kshares
OLMAOLEMA PHARMACEUTICALS INC360$9Kshares
TNETTRINET GROUP INC150$8.87Kshares
EWXSPDR INDEX SHS FDS135$8.86Kshares
ULTIREX ETF TR600$8.46Kshares
GTIPGOLDMAN SACHS ETF TR170$8.35Kshares
QIAGEN N.V.QIAGEN N.V.182$8.19Kshares
TGNATEGNA INC402$7.8Kshares
DVAXDYNAVAX TECHNOLOGIES CORP501$7.71Kshares
TLTDFLEXSHARES TR80$7.42Kshares
KVYOKLAVIYO INC225$7.31Kshares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001723397-26-000003 base2026-05-08acceptance time not in the bulk data set