AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,703 shares; 2025Q4: 25,964 shares 25,964 $1.97M 0.03% +7,261 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,654 shares; 2024Q4: 13,024 shares; 2025Q1: 13,174 shares; 2025Q2: 12,637 shares; 2025Q3: 10,845 shares; 2025Q4: 10,574 shares 10,574 $1.96M 0.03% -271 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,139 shares 11,139 $1.96M 0.03% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,276 shares; 2024Q4: 37,543 shares; 2025Q1: 37,450 shares; 2025Q2: 36,174 shares; 2025Q3: 23,309 shares; 2025Q4: 25,216 shares 25,216 $1.96M 0.03% +1,907 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,621 shares; 2025Q2: 23,922 shares; 2025Q3: 43,051 shares; 2025Q4: 54,109 shares 54,109 $1.95M 0.03% +11,058 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,266 shares 96,266 $1.95M 0.03% new Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,263 shares; 2025Q4: 61,862 shares 61,862 $1.95M 0.03% +599 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,175 shares; 2025Q4: 72,172 shares 72,172 $1.93M 0.03% +12,997 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,161 shares; 2025Q1: 5,767 shares; 2025Q2: 4,538 shares; 2025Q3: 3,520 shares; 2025Q4: 3,306 shares 3,306 $1.92M 0.03% -214 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,469 shares; 2024Q4: 82,149 shares; 2025Q1: 94,116 shares; 2025Q2: 158,758 shares; 2025Q3: 166,856 shares; 2025Q4: 192,415 shares 192,415 $1.91M 0.03% +25,559 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,944 shares; 2025Q3: 125,259 shares; 2025Q4: 124,267 shares 124,267 $1.88M 0.03% -992 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 8,498 shares; 2025Q1: 16,706 shares; 2025Q2: 21,613 shares; 2025Q3: 19,969 shares; 2025Q4: 17,298 shares 17,298 $1.88M 0.03% -2,671 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 2,023 shares; 2025Q1: 2,077 shares; 2025Q2: 3,128 shares; 2025Q3: 2,446 shares; 2025Q4: 12,261 shares 12,261 $1.88M 0.03% +9,815 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,453 shares; 2024Q4: 13,361 shares; 2025Q1: 16,931 shares; 2025Q2: 22,125 shares; 2025Q3: 19,033 shares; 2025Q4: 29,104 shares 29,104 $1.86M 0.03% +10,071 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,290 shares; 2025Q4: 15,205 shares 15,205 $1.85M 0.03% -85 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,786 shares; 2025Q2: 41,876 shares; 2025Q3: 43,565 shares; 2025Q4: 44,536 shares 44,536 $1.84M 0.03% +971 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 387 shares; 2025Q1: 297 shares; 2025Q2: 301 shares; 2025Q3: 314 shares; 2025Q4: 342 shares 342 $1.83M 0.03% +28 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,882 shares; 2025Q4: 8,856 shares 8,856 $1.82M 0.03% -26 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 33,811 shares; 2025Q1: 33,483 shares; 2025Q2: 31,914 shares; 2025Q3: 32,589 shares; 2025Q4: 31,906 shares 31,906 $1.81M 0.03% -683 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,499 shares; 2025Q4: 43,630 shares 43,630 $1.79M 0.03% +9,131 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,602 shares; 2025Q4: 37,590 shares 37,590 $1.79M 0.03% -12 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,622 shares; 2025Q4: 75,200 shares 75,200 $1.78M 0.03% -9,422 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,474 shares; 2025Q1: 5,599 shares; 2025Q2: 5,605 shares; 2025Q3: 5,401 shares; 2025Q4: 7,937 shares 7,937 $1.78M 0.03% +2,536 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,602 shares; 2025Q4: 10,988 shares 10,988 $1.76M 0.03% -2,614 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,906 shares; 2024Q4: 35,323 shares; 2025Q1: 37,124 shares; 2025Q2: 22,344 shares; 2025Q3: 22,195 shares; 2025Q4: 20,624 shares 20,624 $1.74M 0.03% -1,571 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,174 shares; 2025Q1: 43,669 shares; 2025Q2: 60,389 shares; 2025Q3: 61,915 shares; 2025Q4: 61,766 shares 61,766 $1.72M 0.03% -149 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,600 shares; 2025Q4: 186,100 shares 186,100 $1.71M 0.03% -500 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,179 shares; 2025Q4: 43,789 shares 43,789 $1.7M 0.02% +14,610 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,239 shares; 2025Q4: 47,684 shares 47,684 $1.68M 0.02% -2,555 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,045 shares; 2025Q4: 23,676 shares 23,676 $1.67M 0.02% +2,631 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,171 shares; 2024Q4: 10,787 shares; 2025Q1: 11,113 shares; 2025Q2: 10,228 shares; 2025Q3: 22,166 shares; 2025Q4: 21,540 shares 21,540 $1.67M 0.02% -626 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,300 shares; 2025Q4: 13,718 shares 13,718 $1.67M 0.02% +418 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,681 shares; 2025Q2: 3,028 shares; 2025Q3: 6,743 shares; 2025Q4: 6,633 shares 6,633 $1.66M 0.02% -110 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,808 shares; 2025Q1: 6,823 shares; 2025Q2: 7,096 shares; 2025Q3: 6,994 shares; 2025Q4: 6,984 shares 6,984 $1.63M 0.02% -10 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,198 shares; 2024Q4: 29,634 shares; 2025Q1: 32,431 shares; 2025Q2: 34,972 shares; 2025Q3: 42,459 shares; 2025Q4: 44,984 shares 44,984 $1.63M 0.02% +2,525 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: 14,833 shares; 2025Q1: 12,664 shares; 2025Q2: 12,690 shares; 2025Q3: 8,268 shares; 2025Q4: 15,271 shares 15,271 $1.63M 0.02% +7,003 Timeline FBIO FORTRESS BIOTECH INC More: the full row for FORTRESS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,015,844 shares; 2025Q3: 444,748 shares; 2025Q4: 439,928 shares 439,928 $1.61M 0.02% -4,820 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,902 shares; 2024Q4: 60,372 shares; 2025Q1: 58,356 shares; 2025Q2: 62,606 shares; 2025Q3: 62,739 shares; 2025Q4: 62,284 shares 62,284 $1.61M 0.02% -455 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,282 shares; 2025Q4: 10,352 shares 10,352 $1.6M 0.02% +70 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,625 shares; 2024Q4: 32,599 shares; 2025Q1: 31,934 shares; 2025Q2: 33,059 shares; 2025Q3: 32,317 shares; 2025Q4: 35,876 shares 35,876 $1.59M 0.02% +3,559 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,938 shares; 2025Q4: 62,344 shares 62,344 $1.58M 0.02% -10,594 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,963 shares; 2025Q4: 23,918 shares 23,918 $1.57M 0.02% -45 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,501 shares; 2025Q1: 92,501 shares; 2025Q2: 92,503 shares; 2025Q3: 92,501 shares; 2025Q4: 92,501 shares 92,501 $1.57M 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 6,434 shares; 2025Q1: 5,634 shares; 2025Q2: 5,532 shares; 2025Q3: 4,776 shares; 2025Q4: 5,530 shares 5,530 $1.55M 0.02% +754 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 3,153 shares; 2025Q1: 2,988 shares; 2025Q2: 2,678 shares; 2025Q3: 2,663 shares; 2025Q4: 2,705 shares 2,705 $1.54M 0.02% +42 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 8,519 shares; 2025Q1: 8,580 shares; 2025Q2: 8,543 shares; 2025Q3: 9,044 shares; 2025Q4: 8,947 shares 8,947 $1.53M 0.02% -97 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 8,278 shares; 2025Q1: 8,527 shares; 2025Q2: 6,057 shares; 2025Q3: 6,594 shares; 2025Q4: 6,621 shares 6,621 $1.52M 0.02% +27 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,221 shares; 2025Q4: 40,192 shares 40,192 $1.51M 0.02% -29 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,600 shares; 2025Q4: 22,351 shares 22,351 $1.51M 0.02% +751 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 4,638 shares; 2025Q1: 5,251 shares; 2025Q2: 5,323 shares; 2025Q3: 5,294 shares; 2025Q4: 4,296 shares 4,296 $1.5M 0.02% -998 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,656 shares; 2025Q3: 19,771 shares; 2025Q4: 19,060 shares 19,060 $1.5M 0.02% -711 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,492 shares; 2024Q4: 8,473 shares; 2025Q1: 12,703 shares; 2025Q2: 13,056 shares; 2025Q3: 13,321 shares; 2025Q4: 12,572 shares 12,572 $1.49M 0.02% -749 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,960 shares; 2025Q4: 37,162 shares 37,162 $1.49M 0.02% +7,202 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,330 shares; 2025Q4: 6,571 shares 6,571 $1.49M 0.02% +241 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,891 shares; 2025Q1: 6,173 shares; 2025Q2: 15,553 shares; 2025Q3: 25,227 shares; 2025Q4: 34,539 shares 34,539 $1.48M 0.02% +9,312 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,338 shares; 2025Q4: 54,394 shares 54,394 $1.47M 0.02% +56 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,931 shares; 2025Q1: 38,375 shares; 2025Q2: 63,653 shares; 2025Q3: 71,975 shares; 2025Q4: 72,478 shares 72,478 $1.47M 0.02% +503 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,656 shares; 2025Q4: 56,168 shares 56,168 $1.46M 0.02% +2,512 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,327 shares; 2025Q1: 118,327 shares; 2025Q2: 118,327 shares; 2025Q3: 118,327 shares; 2025Q4: 119,438 shares 119,438 $1.46M 0.02% +1,111 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,095 shares; 2025Q1: 28,345 shares; 2025Q2: 28,565 shares; 2025Q3: 28,613 shares; 2025Q4: 28,960 shares 28,960 $1.45M 0.02% +347 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,024 shares; 2025Q4: 35,767 shares 35,767 $1.44M 0.02% +9,743 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,221 shares; 2025Q4: 6,994 shares 6,994 $1.44M 0.02% -227 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,347 shares; 2025Q1: 1,737 shares; 2025Q2: 1,798 shares; 2025Q3: 1,704 shares; 2025Q4: 1,729 shares 1,729 $1.42M 0.02% +25 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,775 shares; 2025Q4: 38,549 shares 38,549 $1.42M 0.02% +6,774 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,472 shares; 2025Q3: 3,777 shares; 2025Q4: 2,098 shares 2,098 $1.41M 0.02% -1,679 Timeline SMC SUMMIT MIDSTREAM CORPORATION More: the full row for SUMMIT MIDSTREAM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,985 shares; 2025Q4: 52,985 shares 52,985 $1.41M 0.02% 0 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011,729 shares; 2025Q4: 1,013,729 shares 1,013,729 $1.41M 0.02% +2,000 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 4,938 shares; 2025Q1: 8,975 shares; 2025Q2: 8,803 shares; 2025Q3: 9,176 shares; 2025Q4: 8,723 shares 8,723 $1.4M 0.02% -453 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,830 shares; 2025Q1: 3,371 shares; 2025Q2: 3,378 shares; 2025Q3: 3,394 shares; 2025Q4: 3,454 shares 3,454 $1.39M 0.02% +60 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,979 shares; 2025Q2: 11,019 shares; 2025Q3: 16,336 shares; 2025Q4: 13,107 shares 13,107 $1.39M 0.02% -3,229 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,638 shares; 2025Q1: 3,617 shares; 2025Q2: 3,932 shares; 2025Q3: 4,525 shares; 2025Q4: 4,743 shares 4,743 $1.38M 0.02% +218 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,603 shares; 2024Q4: 21,707 shares; 2025Q1: 21,779 shares; 2025Q2: 22,165 shares; 2025Q3: 22,307 shares; 2025Q4: 22,111 shares 22,111 $1.37M 0.02% -196 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,193 shares; 2025Q2: 39,811 shares; 2025Q3: 40,777 shares; 2025Q4: 44,851 shares 44,851 $1.37M 0.02% +4,074 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,956 shares; 2024Q4: 42,154 shares; 2025Q1: 43,372 shares; 2025Q2: 38,508 shares; 2025Q3: 40,014 shares; 2025Q4: 40,138 shares 40,138 $1.37M 0.02% +124 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 2,772 shares; 2025Q1: 2,563 shares; 2025Q2: 1,046 shares; 2025Q3: 1,337 shares; 2025Q4: 1,275 shares 1,275 $1.36M 0.02% -62 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,282 shares; 2025Q4: 18,512 shares 18,512 $1.36M 0.02% +1,230 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,136 shares; 2025Q3: 43,678 shares; 2025Q4: 44,381 shares 44,381 $1.36M 0.02% +703 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,146 shares; 2025Q1: 23,585 shares; 2025Q2: 26,141 shares; 2025Q3: 26,630 shares; 2025Q4: 28,286 shares 28,286 $1.35M 0.02% +1,656 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,447 shares; 2025Q3: 10,812 shares; 2025Q4: 10,456 shares 10,456 $1.35M 0.02% -356 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 6,661 shares; 2025Q1: 6,850 shares; 2025Q2: 7,133 shares; 2025Q3: 8,719 shares; 2025Q4: 12,070 shares 12,070 $1.35M 0.02% +3,351 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,151 shares; 2025Q4: 9,514 shares 9,514 $1.34M 0.02% -637 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,911 shares; 2025Q4: 8,751 shares 8,751 $1.34M 0.02% +5,840 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,980 shares; 2024Q4: 17,457 shares; 2025Q1: 19,294 shares; 2025Q2: 20,977 shares; 2025Q3: 21,279 shares; 2025Q4: 20,441 shares 20,441 $1.33M 0.02% -838 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,438 shares; 2024Q4: 16,689 shares; 2025Q1: 16,364 shares; 2025Q2: 12,984 shares; 2025Q3: 13,305 shares; 2025Q4: 12,707 shares 12,707 $1.33M 0.02% -598 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,136 shares; 2025Q4: 52,892 shares 52,892 $1.33M 0.02% +3,756 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,643 shares; 2025Q1: 2,960 shares; 2025Q2: 3,102 shares; 2025Q3: 5,964 shares; 2025Q4: 6,377 shares 6,377 $1.33M 0.02% +413 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,896 shares; 2025Q4: 26,414 shares 26,414 $1.32M 0.02% -482 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: 8,911 shares; 2025Q1: 8,914 shares; 2025Q2: 18,513 shares; 2025Q3: 18,516 shares; 2025Q4: 18,518 shares 18,518 $1.3M 0.02% +2 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 5,272 shares; 2025Q1: 5,749 shares; 2025Q2: 5,791 shares; 2025Q3: 5,804 shares; 2025Q4: 5,768 shares 5,768 $1.29M 0.02% -36 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,140 shares; 2025Q2: 3,901 shares; 2025Q3: 4,816 shares; 2025Q4: 8,288 shares 8,288 $1.29M 0.02% +3,472 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,463 shares; 2025Q4: 17,577 shares 17,577 $1.29M 0.02% +114 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 6,539 shares; 2025Q1: 6,599 shares; 2025Q2: 6,712 shares; 2025Q3: 6,697 shares; 2025Q4: 6,550 shares 6,550 $1.28M 0.02% -147 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,618 shares; 2025Q2: 20,031 shares; 2025Q3: 21,277 shares; 2025Q4: 21,074 shares 21,074 $1.27M 0.02% -203 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,172 shares; 2025Q1: 20,338 shares; 2025Q2: 61,860 shares; 2025Q3: 59,271 shares; 2025Q4: 63,834 shares 63,834 $1.27M 0.02% +4,563 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,091 shares; 2025Q1: 40,098 shares; 2025Q2: 40,285 shares; 2025Q3: 40,195 shares; 2025Q4: 40,216 shares 40,216 $1.26M 0.02% +21 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,686 shares 30,686 $1.25M 0.02% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,034 shares; 2025Q1: 26,034 shares; 2025Q2: 88,331 shares; 2025Q3: 91,132 shares; 2025Q4: 88,721 shares 88,721 $1.25M 0.02% -2,411 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,215 shares; 2025Q4: 38,025 shares 38,025 $1.24M 0.02% -1,190 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,336 shares 25,336 $1.23M 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,641 shares; 2025Q1: 1,764 shares; 2025Q2: 2,210 shares; 2025Q3: 2,276 shares; 2025Q4: 2,414 shares 2,414 $1.23M 0.02% +138 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,456 shares; 2025Q1: 109,482 shares; 2025Q2: 109,769 shares; 2025Q3: 109,888 shares; 2025Q4: 109,585 shares 109,585 $1.23M 0.02% -303 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 3,348 shares; 2025Q4: 6,214 shares 6,214 $1.23M 0.02% +2,866 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,487 shares; 2025Q4: 47,539 shares 47,539 $1.22M 0.02% +1,052 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,944 shares; 2024Q4: 13,083 shares; 2025Q1: 13,180 shares; 2025Q2: 14,967 shares; 2025Q3: 15,063 shares; 2025Q4: 14,890 shares 14,890 $1.21M 0.02% -173 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,828 shares; 2025Q4: 3,427 shares 3,427 $1.2M 0.02% +599 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares; 2025Q1: 8,105 shares; 2025Q2: 52,441 shares; 2025Q3: 10,405 shares; 2025Q4: 16,722 shares 16,722 $1.19M 0.02% +6,317 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,500 shares; 2025Q1: 13,189 shares; 2025Q2: 13,189 shares; 2025Q3: 28,199 shares; 2025Q4: 25,985 shares 25,985 $1.19M 0.02% -2,214 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,399 shares; 2025Q1: 7,226 shares; 2025Q2: 8,858 shares; 2025Q3: 5,319 shares; 2025Q4: 12,139 shares 12,139 $1.19M 0.02% +6,820 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,878 shares; 2025Q3: 18,424 shares; 2025Q4: 17,674 shares 17,674 $1.18M 0.02% -750 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,549 shares; 2025Q4: 53,836 shares 53,836 $1.18M 0.02% -12,713 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,714 shares; 2024Q4: 41,411 shares; 2025Q1: 42,713 shares; 2025Q2: 44,518 shares; 2025Q3: 65,174 shares; 2025Q4: 89,676 shares 89,676 $1.18M 0.02% +24,502 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,351 shares; 2025Q4: 110,133 shares 110,133 $1.17M 0.02% +2,782 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,368 shares; 2025Q4: 22,962 shares 22,962 $1.17M 0.02% +1,594 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,532 shares; 2024Q4: 16,043 shares; 2025Q1: 15,992 shares; 2025Q2: 15,288 shares; 2025Q3: 14,830 shares; 2025Q4: 13,905 shares 13,905 $1.17M 0.02% -925 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,940 shares; 2025Q1: 6,652 shares; 2025Q2: 10,892 shares; 2025Q3: 11,047 shares; 2025Q4: 10,380 shares 10,380 $1.16M 0.02% -667 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,236 shares; 2024Q4: 22,792 shares; 2025Q1: 20,567 shares; 2025Q2: 21,143 shares; 2025Q3: 20,905 shares; 2025Q4: 21,216 shares 21,216 $1.15M 0.02% +311 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,782 shares; 2025Q1: 10,855 shares; 2025Q2: 10,729 shares; 2025Q3: 15,500 shares; 2025Q4: 18,419 shares 18,419 $1.15M 0.02% +2,919 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,127 shares; 2025Q4: 43,527 shares 43,527 $1.14M 0.02% +20,400 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 7,269 shares; 2025Q4: 4,120 shares 4,120 $1.14M 0.02% -3,149 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,363 shares; 2025Q1: 11,923 shares; 2025Q2: 11,722 shares; 2025Q3: 11,723 shares; 2025Q4: 11,732 shares 11,732 $1.14M 0.02% +9 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,460 shares; 2025Q4: 15,993 shares 15,993 $1.13M 0.02% -467 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,084 shares; 2024Q4: 9,911 shares; 2025Q1: 9,921 shares; 2025Q2: 10,466 shares; 2025Q3: 10,095 shares; 2025Q4: 10,721 shares 10,721 $1.13M 0.02% +626 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 4,315 shares; 2025Q1: 4,725 shares; 2025Q2: 5,811 shares; 2025Q3: 5,914 shares; 2025Q4: 6,082 shares 6,082 $1.13M 0.02% +168 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,033 shares; 2025Q4: 31,652 shares 31,652 $1.13M 0.02% +6,619 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: 7,609 shares; 2025Q1: 6,747 shares; 2025Q2: 7,570 shares; 2025Q3: 7,732 shares; 2025Q4: 24,860 shares 24,860 $1.13M 0.02% +17,128 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,199 shares; 2025Q4: 22,262 shares 22,262 $1.13M 0.02% +1,063 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,888 shares; 2025Q4: 22,802 shares 22,802 $1.12M 0.02% +1,914 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 13,313 shares; 2025Q1: 17,689 shares; 2025Q2: 19,141 shares; 2025Q3: 4,751 shares; 2025Q4: 9,396 shares 9,396 $1.12M 0.02% +4,645 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,413 shares; 2025Q4: 55,927 shares 55,927 $1.12M 0.02% -3,486 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,704 shares; 2025Q1: 7,474 shares; 2025Q2: 7,287 shares; 2025Q3: 6,524 shares; 2025Q4: 8,483 shares 8,483 $1.11M 0.02% +1,959 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,015 shares; 2024Q4: 39,435 shares; 2025Q1: 41,898 shares; 2025Q2: 42,057 shares; 2025Q3: 41,596 shares; 2025Q4: 40,401 shares 40,401 $1.11M 0.02% -1,195 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,585 shares; 2025Q1: 5,001 shares; 2025Q2: 5,657 shares; 2025Q3: 7,765 shares; 2025Q4: 5,430 shares 5,430 $1.1M 0.02% -2,335 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 8,459 shares; 2025Q1: 8,474 shares; 2025Q2: 8,459 shares; 2025Q3: 10,761 shares; 2025Q4: 10,707 shares 10,707 $1.1M 0.02% -54 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,229 shares; 2025Q1: 57,232 shares; 2025Q2: 60,668 shares; 2025Q3: 60,666 shares; 2025Q4: 61,265 shares 61,265 $1.1M 0.02% +599 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,633 shares; 2025Q4: 225,633 shares 225,633 $1.09M 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,327 shares; 2024Q4: 14,134 shares; 2025Q1: 14,399 shares; 2025Q2: 15,341 shares; 2025Q3: 15,201 shares; 2025Q4: 13,834 shares 13,834 $1.09M 0.02% -1,367 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,853 shares; 2025Q4: 47,377 shares 47,377 $1.09M 0.02% +28,524 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,681 shares; 2025Q1: 3,809 shares; 2025Q2: 4,247 shares; 2025Q3: 4,649 shares; 2025Q4: 4,402 shares 4,402 $1.09M 0.02% -247 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,582 shares; 2025Q4: 30,847 shares 30,847 $1.09M 0.02% +265 Timeline TDAQ ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,773 shares 41,773 $1.09M 0.02% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,317 shares; 2025Q4: 9,557 shares 9,557 $1.09M 0.02% +240 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,323 shares 19,323 $1.09M 0.02% new Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,440 shares; 2024Q4: 22,045 shares; 2025Q1: 22,173 shares; 2025Q2: 22,203 shares; 2025Q3: 21,670 shares; 2025Q4: 20,073 shares 20,073 $1.08M 0.02% -1,597 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 8,438 shares; 2025Q1: 8,398 shares; 2025Q2: 8,507 shares; 2025Q3: 8,591 shares; 2025Q4: 8,270 shares 8,270 $1.08M 0.02% -321 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 6,017 shares; 2025Q1: 25,427 shares; 2025Q2: 25,632 shares; 2025Q3: 24,871 shares; 2025Q4: 23,631 shares 23,631 $1.08M 0.02% -1,240 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,409 shares; 2024Q4: 52,682 shares; 2025Q1: 55,373 shares; 2025Q2: 79,907 shares; 2025Q3: 81,817 shares; 2025Q4: 89,193 shares 89,193 $1.07M 0.02% +7,376 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,622 shares; 2025Q3: 8,499 shares; 2025Q4: 7,980 shares 7,980 $1.07M 0.02% -519 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,527 shares; 2024Q4: 18,613 shares; 2025Q1: 18,662 shares; 2025Q2: 34,062 shares; 2025Q3: 18,718 shares; 2025Q4: 18,992 shares 18,992 $1.07M 0.02% +274 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,517 shares; 2025Q4: 10,864 shares 10,864 $1.07M 0.02% +2,347 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,828 shares; 2025Q1: 5,952 shares; 2025Q2: 6,613 shares; 2025Q3: 6,695 shares; 2025Q4: 6,579 shares 6,579 $1.07M 0.02% -116 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,059 shares; 2025Q1: 9,995 shares; 2025Q2: 9,913 shares; 2025Q3: 10,474 shares; 2025Q4: 10,541 shares 10,541 $1.06M 0.02% +67 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 29,723 shares; 2025Q1: 23,390 shares; 2025Q2: 22,618 shares; 2025Q3: 25,690 shares; 2025Q4: 27,461 shares 27,461 $1.06M 0.02% +1,771 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,589 shares; 2025Q2: 16,034 shares; 2025Q3: 16,402 shares; 2025Q4: 22,637 shares 22,637 $1.06M 0.02% +6,235 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,253 shares; 2025Q4: 46,780 shares 46,780 $1.06M 0.02% -473 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,862 shares; 2025Q3: 48,947 shares; 2025Q4: 45,772 shares 45,772 $1.06M 0.02% -3,175 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,983 shares; 2024Q4: 32,159 shares; 2025Q1: 31,628 shares; 2025Q2: 26,574 shares; 2025Q3: 28,028 shares; 2025Q4: 28,709 shares 28,709 $1.05M 0.02% +681 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,446 shares; 2025Q4: 21,748 shares 21,748 $1.05M 0.02% -698 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,422 shares 12,422 $1.05M 0.02% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,068 shares; 2025Q4: 29,487 shares 29,487 $1.05M 0.02% +419 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,072 shares; 2025Q4: 121,444 shares 121,444 $1.04M 0.02% +78,372 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,657 shares; 2025Q2: 16,554 shares; 2025Q3: 16,554 shares; 2025Q4: 16,275 shares 16,275 $1.04M 0.02% -279 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 17,354 shares; 2025Q1: 10,062 shares; 2025Q2: 18,775 shares; 2025Q3: 20,850 shares; 2025Q4: 21,517 shares 21,517 $1.04M 0.02% +667 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,064 shares; 2025Q4: 46,185 shares 46,185 $1.03M 0.02% +29,121 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,824 shares; 2024Q4: 7,841 shares; 2025Q1: 7,744 shares; 2025Q2: 8,277 shares; 2025Q3: 10,039 shares; 2025Q4: 10,064 shares 10,064 $1.03M 0.02% +25 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,250 shares; 2025Q4: 51,221 shares 51,221 $1.03M 0.02% -6,029 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 9,526 shares; 2025Q1: 9,293 shares; 2025Q2: 8,845 shares; 2025Q3: 6,487 shares; 2025Q4: 5,783 shares 5,783 $1.03M 0.02% -704 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,874 shares; 2025Q4: 12,639 shares 12,639 $1.02M 0.02% -25,235 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,412 shares; 2025Q4: 15,880 shares 15,880 $1.02M 0.02% +3,468 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 7,778 shares; 2025Q1: 7,625 shares; 2025Q2: 7,871 shares; 2025Q3: 8,027 shares; 2025Q4: 8,501 shares 8,501 $1.02M 0.02% +474 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,687 shares; 2025Q4: 25,183 shares 25,183 $1.02M 0.01% +3,496 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,999 shares; 2025Q2: 21,121 shares; 2025Q3: 23,554 shares; 2025Q4: 24,683 shares 24,683 $1.02M 0.01% +1,129 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: not reported; 2025Q1: 9,663 shares; 2025Q2: 10,075 shares; 2025Q3: 11,787 shares; 2025Q4: 10,174 shares 10,174 $1.02M 0.01% -1,613 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 53,005 shares; 2025Q1: 54,049 shares; 2025Q2: 54,049 shares; 2025Q3: 54,049 shares; 2025Q4: 54,055 shares 54,055 $1M 0.01% +6 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,195 shares; 2025Q4: 47,195 shares 47,195 $1M 0.01% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,442 shares; 2025Q1: 98,858 shares; 2025Q2: 98,306 shares; 2025Q3: 100,599 shares; 2025Q4: 101,444 shares 101,444 $999K 0.01% +845 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,327 shares; 2025Q3: 65,126 shares; 2025Q4: 66,705 shares 66,705 $988K 0.01% +1,579 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,827 shares; 2025Q4: 41,864 shares 41,864 $988K 0.01% -4,963 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,092 shares 8,092 $981K 0.01% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,854 shares; 2025Q4: 18,534 shares 18,534 $979K 0.01% -10,320 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,035 shares; 2025Q1: 16,682 shares; 2025Q2: 16,957 shares; 2025Q3: 16,794 shares; 2025Q4: 16,947 shares 16,947 $974K 0.01% +153 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,719 shares; 2025Q3: 75,994 shares; 2025Q4: 87,869 shares 87,869 $973K 0.01% +11,875 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,840 shares; 2024Q4: 9,642 shares; 2025Q1: 8,889 shares; 2025Q2: 8,777 shares; 2025Q3: 8,579 shares; 2025Q4: 10,477 shares 10,477 $963K 0.01% +1,898 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 10,980 shares; 2025Q1: 13,723 shares; 2025Q2: 14,492 shares; 2025Q3: 24,637 shares; 2025Q4: 20,824 shares 20,824 $960K 0.01% -3,813 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201,421 shares; 2024Q4: 251,958 shares; 2025Q1: 36,569 shares; 2025Q2: 31,782 shares; 2025Q3: 28,401 shares; 2025Q4: 25,869 shares 25,869 $957K 0.01% -2,532 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,166 shares; 2025Q4: 9,183 shares 9,183 $955K 0.01% +17 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 4,618 shares; 2025Q1: 9,080 shares; 2025Q2: 5,709 shares; 2025Q3: 5,481 shares; 2025Q4: 5,166 shares 5,166 $953K 0.01% -315 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,472 shares; 2025Q4: 10,258 shares 10,258 $952K 0.01% +1,786 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,706 shares; 2024Q4: 16,247 shares; 2025Q1: 16,301 shares; 2025Q2: 15,612 shares; 2025Q3: 19,033 shares; 2025Q4: 24,079 shares 24,079 $950K 0.01% +5,046 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,777 shares; 2025Q1: 59,777 shares; 2025Q2: 59,872 shares; 2025Q3: 59,727 shares; 2025Q4: 60,711 shares 60,711 $949K 0.01% +984 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,624 shares; 2025Q4: 5,549 shares 5,549 $947K 0.01% -75 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,331 shares; 2025Q4: 43,770 shares 43,770 $943K 0.01% +8,439 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,980 shares; 2025Q1: 1,965 shares; 2025Q2: 1,984 shares; 2025Q3: 4,343 shares; 2025Q4: 4,304 shares 4,304 $939K 0.01% -39 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,141 shares; 2025Q1: 4,044 shares; 2025Q2: 4,373 shares; 2025Q3: 5,174 shares; 2025Q4: 3,798 shares 3,798 $938K 0.01% -1,376 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 1,740 shares; 2025Q1: 1,780 shares; 2025Q2: 3,746 shares; 2025Q3: 3,450 shares; 2025Q4: 3,249 shares 3,249 $938K 0.01% -201 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,454 shares; 2025Q1: 1,585 shares; 2025Q2: 6,778 shares; 2025Q3: 7,877 shares; 2025Q4: 14,509 shares 14,509 $933K 0.01% +6,632 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,122 shares; 2025Q4: 19,936 shares 19,936 $933K 0.01% +2,814 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 2,781 shares; 2025Q1: 2,979 shares; 2025Q2: 3,070 shares; 2025Q3: 3,253 shares; 2025Q4: 3,542 shares 3,542 $932K 0.01% +289 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,595 shares; 2025Q2: 11,569 shares; 2025Q3: 13,512 shares; 2025Q4: 14,620 shares 14,620 $913K 0.01% +1,108 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,667 shares; 2025Q3: 7,173 shares; 2025Q4: 8,694 shares 8,694 $913K 0.01% +1,521 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,800 shares; 2025Q2: 42,143 shares; 2025Q3: 44,230 shares; 2025Q4: 46,928 shares 46,928 $907K 0.01% +2,698 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 13,424 shares; 2025Q1: 13,463 shares; 2025Q2: 9,462 shares; 2025Q3: 7,118 shares; 2025Q4: 9,003 shares 9,003 $907K 0.01% +1,885 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,464 shares; 2025Q4: 59,833 shares 59,833 $900K 0.01% -1,631 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 11,111 shares; 2025Q1: 11,219 shares; 2025Q2: 11,440 shares; 2025Q3: 12,397 shares; 2025Q4: 12,563 shares 12,563 $896K 0.01% +166 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 2,151 shares; 2025Q2: 6,248 shares; 2025Q3: 10,080 shares; 2025Q4: 9,937 shares 9,937 $896K 0.01% -143 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,728 shares; 2025Q4: 10,416 shares 10,416 $892K 0.01% -2,312 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares 26,000 $891K 0.01% 0 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,469 shares; 2025Q4: 46,207 shares 46,207 $887K 0.01% -8,262 Timeline MDWD MEDIWOUND LTD More: the full row for MEDIWOUND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,992 shares; 2025Q4: 47,998 shares 47,998 $886K 0.01% +32,006 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 8,788 shares; 2025Q1: 8,666 shares; 2025Q2: 10,409 shares; 2025Q3: 10,615 shares; 2025Q4: 11,822 shares 11,822 $871K 0.01% +1,207 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 1,691 shares; 2025Q4: 5,465 shares 5,465 $870K 0.01% +3,774 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,106 shares; 2024Q4: 8,182 shares; 2025Q1: 12,439 shares; 2025Q2: 12,383 shares; 2025Q3: 12,861 shares; 2025Q4: 12,392 shares 12,392 $867K 0.01% -469 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,321 shares; 2025Q4: 24,667 shares 24,667 $864K 0.01% +2,346 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,436 shares; 2025Q4: 12,436 shares 12,436 $863K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,422 shares; 2025Q1: 1,811 shares; 2025Q2: 1,754 shares; 2025Q3: 1,591 shares; 2025Q4: 1,272 shares 1,272 $861K 0.01% -319 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,215 shares; 2025Q4: 33,263 shares 33,263 $860K 0.01% +9,048 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,735 shares; 2025Q4: 22,183 shares 22,183 $857K 0.01% +3,448 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,822 shares; 2024Q4: 16,370 shares; 2025Q1: 16,627 shares; 2025Q2: 21,126 shares; 2025Q3: 19,268 shares; 2025Q4: 18,188 shares 18,188 $855K 0.01% -1,080 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,497 shares; 2025Q4: 33,861 shares 33,861 $850K 0.01% -1,636 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,889 shares; 2025Q4: 13,362 shares 13,362 $848K 0.01% +2,473 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,671 shares; 2025Q4: 10,985 shares 10,985 $845K 0.01% +4,314 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,038 shares; 2024Q4: 10,532 shares; 2025Q1: 13,407 shares; 2025Q2: 14,767 shares; 2025Q3: 15,061 shares; 2025Q4: 14,456 shares 14,456 $844K 0.01% -605 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,508 shares; 2025Q4: 20,580 shares 20,580 $840K 0.01% +2,072 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 4,752 shares; 2025Q1: 4,908 shares; 2025Q2: 4,958 shares; 2025Q3: 5,129 shares; 2025Q4: 5,131 shares 5,131 $840K 0.01% +2 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,241 shares; 2025Q1: 2,910 shares; 2025Q2: 2,922 shares; 2025Q3: 2,847 shares; 2025Q4: 2,853 shares 2,853 $838K 0.01% +6 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,242 shares; 2025Q4: 12,239 shares 12,239 $837K 0.01% -1,003 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,613 shares 30,613 $831K 0.01% new Timeline STRIVE INC STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,900 shares; 2025Q4: 1,120,975 shares 1,120,975 $827K 0.01% +1,107,075 AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,910 shares; 2025Q4: 18,717 shares 18,717 $824K 0.01% -3,193 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,154 shares; 2025Q1: 8,319 shares; 2025Q2: 6,651 shares; 2025Q3: 7,273 shares; 2025Q4: 7,972 shares 7,972 $816K 0.01% +699 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,782 shares; 2024Q4: 44,688 shares; 2025Q1: 46,063 shares; 2025Q2: 64,131 shares; 2025Q3: 61,296 shares; 2025Q4: 64,335 shares 64,335 $814K 0.01% +3,039 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 2,777 shares; 2025Q1: 2,975 shares; 2025Q2: 3,163 shares; 2025Q3: 3,014 shares; 2025Q4: 2,965 shares 2,965 $810K 0.01% -49 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,800 shares; 2025Q4: 11,100 shares 11,100 $807K 0.01% +1,300 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,455 shares; 2025Q4: 11,536 shares 11,536 $804K 0.01% +6,081 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,160 shares 31,160 $803K 0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 4,798 shares; 2025Q1: 7,949 shares; 2025Q2: 7,360 shares; 2025Q3: 6,954 shares; 2025Q4: 7,070 shares 7,070 $798K 0.01% +116 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 13,300 shares; 2025Q4: 13,463 shares 13,463 $791K 0.01% +163 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,600 shares; 2025Q4: 24,491 shares 24,491 $790K 0.01% +12,891 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 3,136 shares 3,136 $788K 0.01% +13 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,798 shares; 2025Q4: 35,265 shares 35,265 $787K 0.01% -1,533 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,386 shares; 2024Q4: 11,578 shares; 2025Q1: 12,375 shares; 2025Q2: 12,340 shares; 2025Q3: 15,299 shares; 2025Q4: 15,130 shares 15,130 $781K 0.01% -169 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 2,104 shares; 2025Q1: 2,778 shares; 2025Q2: 2,856 shares; 2025Q3: 2,852 shares; 2025Q4: 2,834 shares 2,834 $780K 0.01% -18 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 7,792 shares; 2025Q1: 12,414 shares; 2025Q2: 9,391 shares; 2025Q3: 9,996 shares; 2025Q4: 5,388 shares 5,388 $780K 0.01% -4,608 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,536 shares; 2025Q1: 17,198 shares; 2025Q2: 46,443 shares; 2025Q3: 42,656 shares; 2025Q4: 40,335 shares 40,335 $779K 0.01% -2,321 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,590 shares; 2025Q4: 9,036 shares 9,036 $771K 0.01% -6,554 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,408 shares; 2025Q1: 29,523 shares; 2025Q2: 31,169 shares; 2025Q3: 32,125 shares; 2025Q4: 32,553 shares 32,553 $771K 0.01% +428 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,576 shares; 2025Q1: 5,098 shares; 2025Q2: 5,433 shares; 2025Q3: 4,862 shares; 2025Q4: 4,726 shares 4,726 $769K 0.01% -136 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,976 shares; 2025Q4: 20,016 shares 20,016 $768K 0.01% +40 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 2,678 shares; 2025Q1: 2,769 shares; 2025Q2: 2,326 shares; 2025Q3: 2,028 shares; 2025Q4: 1,947 shares 1,947 $767K 0.01% -81 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,130 shares; 2025Q3: 8,704 shares; 2025Q4: 8,705 shares 8,705 $767K 0.01% +1 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,459 shares; 2025Q1: 4,569 shares; 2025Q2: 4,763 shares; 2025Q3: 4,429 shares; 2025Q4: 4,199 shares 4,199 $766K 0.01% -230 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,173 shares; 2025Q1: 7,037 shares; 2025Q2: 9,364 shares; 2025Q3: 9,096 shares; 2025Q4: 8,363 shares 8,363 $765K 0.01% -733 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,806 shares; 2024Q4: 6,839 shares; 2025Q1: 6,128 shares; 2025Q2: 5,306 shares; 2025Q3: 5,755 shares; 2025Q4: 5,501 shares 5,501 $761K 0.01% -254 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,865 shares; 2025Q4: 15,303 shares 15,303 $760K 0.01% +5,438 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,561 shares; 2025Q4: 23,056 shares 23,056 $759K 0.01% +3,495 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,877 shares; 2025Q4: 12,914 shares 12,914 $759K 0.01% +2,037 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,817 shares; 2025Q3: 40,817 shares; 2025Q4: 40,284 shares 40,284 $758K 0.01% -533 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 4,672 shares; 2025Q1: 4,896 shares; 2025Q2: 6,373 shares; 2025Q3: 6,289 shares; 2025Q4: 3,320 shares 3,320 $756K 0.01% -2,969 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 6,048 shares; 2025Q2: 5,983 shares; 2025Q3: 7,385 shares; 2025Q4: 7,371 shares 7,371 $755K 0.01% -14 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,979 shares; 2025Q4: 18,987 shares 18,987 $752K 0.01% +8 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,521 shares; 2025Q4: 39,218 shares 39,218 $751K 0.01% -3,303 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 7,156 shares; 2025Q1: 7,246 shares; 2025Q2: 7,301 shares; 2025Q3: 7,416 shares; 2025Q4: 7,305 shares 7,305 $748K 0.01% -111 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 3,943 shares; 2025Q1: 5,881 shares; 2025Q2: 5,853 shares; 2025Q3: 7,082 shares; 2025Q4: 9,019 shares 9,019 $747K 0.01% +1,937 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,937 shares; 2025Q4: 8,002 shares 8,002 $747K 0.01% +3,065 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,318 shares; 2025Q2: 34,683 shares; 2025Q3: 35,217 shares; 2025Q4: 35,364 shares 35,364 $743K 0.01% +147 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,665 shares; 2025Q4: 14,018 shares 14,018 $741K 0.01% -1,647 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,666 shares; 2025Q4: 22,084 shares 22,084 $739K 0.01% +418 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,801 shares; 2025Q3: 58,091 shares; 2025Q4: 57,101 shares 57,101 $736K 0.01% -990 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,492 shares; 2025Q3: 46,231 shares; 2025Q4: 54,295 shares 54,295 $735K 0.01% +8,064 Timeline AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,232 shares; 2025Q3: 35,459 shares; 2025Q4: 33,851 shares 33,851 $729K 0.01% -1,608 BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,902 shares; 2025Q4: 21,799 shares 21,799 $726K 0.01% +7,897 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,250 shares; 2025Q2: 2,657 shares; 2025Q3: 2,769 shares; 2025Q4: 2,977 shares 2,977 $723K 0.01% +208 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,233 shares; 2025Q4: 25,233 shares 25,233 $720K 0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,271 shares; 2025Q2: not reported; 2025Q3: 9,375 shares; 2025Q4: 14,920 shares 14,920 $718K 0.01% +5,545 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,400 shares 33,400 $717K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,153 shares; 2025Q1: 1,236 shares; 2025Q2: 4,660 shares; 2025Q3: 4,316 shares; 2025Q4: 5,192 shares 5,192 $716K 0.01% +876 Timeline AENT ALLIANCE ENTERTAINMENT HOLDI More: the full row for ALLIANCE ENTERTAINMENT HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,753 shares; 2025Q4: 88,528 shares 88,528 $715K 0.01% -5,225 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,079 shares; 2025Q3: 54,056 shares; 2025Q4: 46,483 shares 46,483 $713K 0.01% -7,573 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,823 shares; 2025Q1: 1,640 shares; 2025Q2: 1,873 shares; 2025Q3: 1,643 shares; 2025Q4: 1,567 shares 1,567 $710K 0.01% -76 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,420 shares; 2025Q1: 1,382 shares; 2025Q2: 1,643 shares; 2025Q3: 2,592 shares; 2025Q4: 2,444 shares 2,444 $709K 0.01% -148 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,093 shares; 2025Q1: 2,357 shares; 2025Q2: 2,874 shares; 2025Q3: 4,786 shares; 2025Q4: 5,024 shares 5,024 $709K 0.01% +238 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 455 shares; 2025Q1: 912 shares; 2025Q2: 605 shares; 2025Q3: 600 shares; 2025Q4: 579 shares 579 $704K 0.01% -21 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,440 shares; 2025Q3: 1,394 shares; 2025Q4: 1,498 shares 1,498 $699K 0.01% +104 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,831 shares; 2024Q4: 12,055 shares; 2025Q1: 10,786 shares; 2025Q2: 11,231 shares; 2025Q3: 19,652 shares; 2025Q4: 18,682 shares 18,682 $699K 0.01% -970 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 8,741 shares; 2025Q1: 8,765 shares; 2025Q2: 9,656 shares; 2025Q3: 10,039 shares; 2025Q4: 11,639 shares 11,639 $699K 0.01% +1,600 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 962 shares; 2025Q1: 1,548 shares; 2025Q2: 2,151 shares; 2025Q3: 2,111 shares; 2025Q4: 2,053 shares 2,053 $698K 0.01% -58 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,525 shares; 2024Q4: 67,783 shares; 2025Q1: 19,208 shares; 2025Q2: 4,924 shares; 2025Q3: 3,456 shares; 2025Q4: 4,644 shares 4,644 $698K 0.01% +1,188 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,000 shares; 2025Q1: 8,314 shares; 2025Q2: 7,957 shares; 2025Q3: 8,682 shares; 2025Q4: 7,307 shares 7,307 $696K 0.01% -1,375 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,001 shares; 2025Q4: 11,659 shares 11,659 $684K 0.01% -5,342 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,398 shares; 2025Q4: 16,756 shares 16,756 $681K 0.01% +4,358 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,696 shares; 2025Q1: 3,707 shares; 2025Q2: 3,775 shares; 2025Q3: 3,765 shares; 2025Q4: 3,676 shares 3,676 $680K 0.01% -89 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,906 shares; 2025Q4: 13,441 shares 13,441 $679K 0.01% +7,535 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,279 shares; 2025Q1: 3,792 shares; 2025Q2: 3,709 shares; 2025Q3: 3,734 shares; 2025Q4: 3,214 shares 3,214 $679K 0.01% -520 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,827 shares; 2025Q3: 20,241 shares; 2025Q4: 20,731 shares 20,731 $679K 0.01% +490 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,395 shares; 2025Q1: 3,468 shares; 2025Q2: 3,342 shares; 2025Q3: 3,194 shares; 2025Q4: 3,308 shares 3,308 $672K 0.01% +114 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,310 shares; 2025Q4: 28,286 shares 28,286 $670K 0.01% +976 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,628 shares; 2025Q1: 15,048 shares; 2025Q2: 20,244 shares; 2025Q3: 18,560 shares; 2025Q4: 15,438 shares 15,438 $668K 0.01% -3,122 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 3,256 shares; 2025Q1: 3,260 shares; 2025Q2: 3,171 shares; 2025Q3: 3,204 shares; 2025Q4: 3,211 shares 3,211 $666K 0.01% +7 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,950 shares; 2025Q2: 4,572 shares; 2025Q3: 6,461 shares; 2025Q4: 5,548 shares 5,548 $662K 0.01% -913 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,007 shares; 2024Q4: 11,946 shares; 2025Q1: 12,310 shares; 2025Q2: 11,046 shares; 2025Q3: 11,046 shares; 2025Q4: 10,903 shares 10,903 $662K 0.01% -143 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,100 shares; 2025Q1: 2,850 shares; 2025Q2: 3,060 shares; 2025Q3: 2,963 shares; 2025Q4: 3,159 shares 3,159 $661K 0.01% +196 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 8,860 shares; 2025Q1: 9,045 shares; 2025Q2: 11,866 shares; 2025Q3: 13,216 shares; 2025Q4: 10,593 shares 10,593 $658K 0.01% -2,623 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 9,686 shares; 2025Q1: 7,511 shares; 2025Q2: 11,537 shares; 2025Q3: 12,076 shares; 2025Q4: 12,843 shares 12,843 $657K 0.01% +767 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,512 shares; 2025Q4: 8,312 shares 8,312 $656K 0.01% +800 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,418 shares; 2024Q4: 19,306 shares; 2025Q1: 7,541 shares; 2025Q2: 7,318 shares; 2025Q3: 6,863 shares; 2025Q4: 5,518 shares 5,518 $655K 0.01% -1,345 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,531 shares; 2025Q4: 13,619 shares 13,619 $655K 0.01% +88 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,793 shares; 2025Q2: 6,735 shares; 2025Q3: 6,593 shares; 2025Q4: 6,499 shares 6,499 $649K 0.01% -94 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 5,514 shares; 2025Q1: 6,714 shares; 2025Q2: 7,134 shares; 2025Q3: 8,166 shares; 2025Q4: 8,742 shares 8,742 $644K 0.01% +576 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 6,887 shares; 2025Q1: 6,383 shares; 2025Q2: 6,383 shares; 2025Q3: 6,817 shares; 2025Q4: 6,817 shares 6,817 $642K 0.01% 0 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,038 shares; 2025Q4: 12,403 shares 12,403 $636K 0.01% -4,635 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,957 shares 14,957 $632K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,527 shares; 2024Q4: 3,362 shares; 2025Q1: 3,451 shares; 2025Q2: 3,326 shares; 2025Q3: 3,177 shares; 2025Q4: 3,056 shares 3,056 $627K 0.01% -121 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,490 shares; 2025Q2: 25,642 shares; 2025Q3: 27,096 shares; 2025Q4: 25,780 shares 25,780 $625K 0.01% -1,316 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 1,001 shares; 2025Q1: 985 shares; 2025Q2: 903 shares; 2025Q3: 1,186 shares; 2025Q4: 1,224 shares 1,224 $625K 0.01% +38 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 4,132 shares; 2025Q1: 3,611 shares; 2025Q2: 2,088 shares; 2025Q3: 2,455 shares; 2025Q4: 3,212 shares 3,212 $623K 0.01% +757 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 4,515 shares; 2025Q1: 4,320 shares; 2025Q2: 4,563 shares; 2025Q3: 4,534 shares; 2025Q4: 4,507 shares 4,507 $621K 0.01% -27 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,308 shares; 2024Q4: 20,392 shares; 2025Q1: 16,048 shares; 2025Q2: 17,679 shares; 2025Q3: 17,638 shares; 2025Q4: 17,867 shares 17,867 $621K 0.01% +229 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,702 shares 10,702 $620K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 8,208 shares; 2025Q1: 8,458 shares; 2025Q2: 8,604 shares; 2025Q3: 8,427 shares; 2025Q4: 9,234 shares 9,234 $619K 0.01% +807 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,303 shares; 2025Q4: 143,032 shares 143,032 $609K 0.01% +6,729 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 7,605 shares; 2025Q1: 7,948 shares; 2025Q2: 12,453 shares; 2025Q3: 10,033 shares; 2025Q4: 9,653 shares 9,653 $607K 0.01% -380 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,535 shares; 2025Q4: 24,545 shares 24,545 $607K 0.01% +5,010 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,446 shares; 2025Q1: 3,466 shares; 2025Q2: 3,495 shares; 2025Q3: 3,734 shares; 2025Q4: 4,300 shares 4,300 $607K 0.01% +566 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,349 shares; 2025Q4: 15,544 shares 15,544 $607K 0.01% -805 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 6,626 shares; 2025Q1: 6,448 shares; 2025Q2: 8,632 shares; 2025Q3: 9,242 shares; 2025Q4: 13,910 shares 13,910 $606K 0.01% +4,668 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,040 shares; 2025Q1: 2,378 shares; 2025Q2: 2,884 shares; 2025Q3: 2,863 shares; 2025Q4: 2,950 shares 2,950 $606K 0.01% +87 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: 10,617 shares; 2025Q1: 9,156 shares; 2025Q2: 11,045 shares; 2025Q3: 9,926 shares; 2025Q4: 11,866 shares 11,866 $604K 0.01% +1,940 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,408 shares; 2025Q4: 8,412 shares 8,412 $604K 0.01% -996 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,548 shares; 2025Q1: 7,212 shares; 2025Q2: 7,811 shares; 2025Q3: 8,590 shares; 2025Q4: 8,047 shares 8,047 $599K 0.01% -543 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,432 shares; 2024Q4: 24,534 shares; 2025Q1: 24,534 shares; 2025Q2: 18,691 shares; 2025Q3: 15,863 shares; 2025Q4: 15,863 shares 15,863 $599K 0.01% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,936 shares; 2025Q4: 18,944 shares 18,944 $596K 0.01% -12,992 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 731 shares; 2025Q1: 760 shares; 2025Q2: 790 shares; 2025Q3: 981 shares; 2025Q4: 956 shares 956 $595K 0.01% -25 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,854 shares; 2025Q4: 24,779 shares 24,779 $595K 0.01% +3,925 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 7,934 shares; 2025Q1: 14,032 shares; 2025Q2: 14,248 shares; 2025Q3: 13,295 shares; 2025Q4: 11,682 shares 11,682 $594K 0.01% -1,613 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,487 shares; 2024Q4: 19,787 shares; 2025Q1: 19,422 shares; 2025Q2: 16,966 shares; 2025Q3: 17,025 shares; 2025Q4: 16,753 shares 16,753 $591K 0.01% -272 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,102 shares; 2025Q4: 4,587 shares 4,587 $585K 0.01% -515 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,236 shares; 2025Q4: 5,687 shares 5,687 $582K 0.01% -549 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,004 shares; 2024Q4: 6,286 shares; 2025Q1: 6,989 shares; 2025Q2: 6,687 shares; 2025Q3: 5,996 shares; 2025Q4: 5,696 shares 5,696 $581K 0.01% -300 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,456 shares 1,456 $579K 0.01% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 13,378 shares; 2025Q1: 13,348 shares; 2025Q2: 12,698 shares; 2025Q3: 80,983 shares; 2025Q4: 23,242 shares 23,242 $576K 0.01% -57,741 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 887 shares; 2025Q1: 913 shares; 2025Q2: 864 shares; 2025Q3: 755 shares; 2025Q4: 751 shares 751 $576K 0.01% -4 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 21,929 shares; 2025Q1: 79,386 shares; 2025Q2: 18,363 shares; 2025Q3: 15,177 shares; 2025Q4: 14,226 shares 14,226 $574K 0.01% -951 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 655 shares; 2025Q1: 724 shares; 2025Q2: 1,615 shares; 2025Q3: 1,652 shares; 2025Q4: 1,625 shares 1,625 $573K 0.01% -27 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,848 shares; 2025Q4: 3,848 shares 3,848 $573K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,083 shares; 2025Q1: 1,628 shares; 2025Q2: 1,709 shares; 2025Q3: 1,719 shares; 2025Q4: 1,694 shares 1,694 $572K 0.01% -25 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,480 shares; 2024Q4: 55,035 shares; 2025Q1: 53,599 shares; 2025Q2: 50,104 shares; 2025Q3: 59,637 shares; 2025Q4: 50,881 shares 50,881 $572K 0.01% -8,756 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,413 shares; 2025Q4: 11,086 shares 11,086 $572K 0.01% -4,327 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,098 shares 38,098 $571K 0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,928 shares; 2025Q3: 41,928 shares; 2025Q4: 39,728 shares 39,728 $570K 0.01% -2,200 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,614 shares; 2025Q2: 9,133 shares; 2025Q3: 105,613 shares; 2025Q4: 21,541 shares 21,541 $570K 0.01% -84,072 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,326 shares; 2025Q4: 36,326 shares 36,326 $569K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,274 shares; 2025Q1: 1,329 shares; 2025Q2: 1,461 shares; 2025Q3: 1,468 shares; 2025Q4: 1,480 shares 1,480 $569K 0.01% +12 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,591 shares; 2025Q2: 7,990 shares; 2025Q3: 9,613 shares; 2025Q4: 7,066 shares 7,066 $568K 0.01% -2,547 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,673 shares; 2025Q4: 5,621 shares 5,621 $568K 0.01% -52 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,606 shares; 2025Q1: 3,864 shares; 2025Q2: 10,279 shares; 2025Q3: 11,247 shares; 2025Q4: 8,233 shares 8,233 $563K 0.01% -3,014 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,957 shares; 2025Q3: 29,652 shares; 2025Q4: 28,139 shares 28,139 $563K 0.01% -1,513 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 6,135 shares; 2025Q1: 6,179 shares; 2025Q2: 11,882 shares; 2025Q3: 11,711 shares; 2025Q4: 6,680 shares 6,680 $560K 0.01% -5,031 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,056 shares; 2024Q4: 18,717 shares; 2025Q1: 12,744 shares; 2025Q2: 12,040 shares; 2025Q3: 13,224 shares; 2025Q4: 10,804 shares 10,804 $559K 0.01% -2,420 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,722 shares; 2025Q3: 25,197 shares; 2025Q4: 23,858 shares 23,858 $559K 0.01% -1,339 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,845 shares 6,845 $558K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 7,819 shares; 2025Q3: 7,934 shares; 2025Q4: 9,525 shares 9,525 $558K 0.01% +1,591 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,929 shares; 2025Q4: 28,643 shares 28,643 $555K 0.01% -6,286 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,678 shares; 2025Q3: 6,867 shares; 2025Q4: 8,531 shares 8,531 $555K 0.01% +1,664 Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,826 shares; 2025Q4: 14,853 shares 14,853 $554K 0.01% +3,027 VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,910 shares; 2025Q1: 4,075 shares; 2025Q2: 4,416 shares; 2025Q3: 4,446 shares; 2025Q4: 4,401 shares 4,401 $554K 0.01% -45 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,509 shares; 2025Q4: 26,596 shares 26,596 $554K 0.01% -913 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,130 shares; 2025Q4: 12,676 shares 12,676 $548K 0.01% +546 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,772 shares; 2025Q4: 12,221 shares 12,221 $548K 0.01% +2,449 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,344 shares; 2025Q4: 9,952 shares 9,952 $547K 0.01% -1,392 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,818 shares; 2025Q1: 17,802 shares; 2025Q2: 17,674 shares; 2025Q3: 17,742 shares; 2025Q4: 14,112 shares 14,112 $547K 0.01% -3,630 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,786 shares; 2025Q4: 16,783 shares 16,783 $547K 0.01% +6,997 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,927 shares; 2025Q1: 2,927 shares; 2025Q2: 2,927 shares; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares 2,927 $546K 0.01% 0 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,899 shares 14,899 $541K 0.01% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,003 shares; 2025Q1: 15,551 shares; 2025Q2: 15,326 shares; 2025Q3: 15,659 shares; 2025Q4: 15,659 shares 15,659 $540K 0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,714 shares; 2025Q3: 48,281 shares; 2025Q4: 56,047 shares 56,047 $531K 0.01% +7,766 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,190 shares; 2025Q4: 31,827 shares 31,827 $526K 0.01% +4,637 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,927 shares; 2025Q1: 2,433 shares; 2025Q2: 1,964 shares; 2025Q3: 3,415 shares; 2025Q4: 3,965 shares 3,965 $525K 0.01% +550 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 15,538 shares; 2025Q1: 23,540 shares; 2025Q2: 21,530 shares; 2025Q3: 25,042 shares; 2025Q4: 29,907 shares 29,907 $523K 0.01% +4,865 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,750 shares; 2025Q3: 49,645 shares; 2025Q4: 14,313 shares 14,313 $521K 0.01% -35,332 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,845 shares; 2025Q4: 10,331 shares 10,331 $519K 0.01% +3,486 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,585 shares; 2025Q4: 2,561 shares 2,561 $516K 0.01% -24 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,907 shares; 2025Q4: 29,334 shares 29,334 $515K 0.01% -7,573 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,393 shares; 2025Q1: 7,659 shares; 2025Q2: 3,704 shares; 2025Q3: 2,634 shares; 2025Q4: 2,491 shares 2,491 $514K 0.01% -143 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,451 shares; 2025Q1: 4,347 shares; 2025Q2: 3,947 shares; 2025Q3: 3,963 shares; 2025Q4: 3,626 shares 3,626 $512K 0.01% -337 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,305 shares; 2025Q4: 14,461 shares 14,461 $511K 0.01% -1,844 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,020 shares; 2025Q4: 40,123 shares 40,123 $511K 0.01% -897 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,122 shares; 2025Q3: 57,122 shares; 2025Q4: 53,622 shares 53,622 $511K 0.01% -3,500 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,547 shares; 2025Q1: 27,547 shares; 2025Q2: 27,546 shares; 2025Q3: 27,560 shares; 2025Q4: 27,578 shares 27,578 $509K 0.01% +18 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,261 shares; 2025Q1: 1,286 shares; 2025Q2: 3,684 shares; 2025Q3: 1,792 shares; 2025Q4: 1,619 shares 1,619 $506K 0.01% -173 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 6,836 shares; 2025Q1: 6,650 shares; 2025Q2: 5,835 shares; 2025Q3: 5,989 shares; 2025Q4: 6,083 shares 6,083 $502K 0.01% +94 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,713 shares; 2025Q1: 1,312 shares; 2025Q2: 1,398 shares; 2025Q3: 1,491 shares; 2025Q4: 1,187 shares 1,187 $501K 0.01% -304 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,447 shares; 2025Q4: 11,196 shares 11,196 $496K 0.01% -251 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $495K 0.01% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,356 shares; 2025Q4: 8,797 shares 8,797 $495K 0.01% -3,559 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 6,033 shares; 2025Q1: 6,166 shares; 2025Q2: 6,487 shares; 2025Q3: 6,483 shares; 2025Q4: 6,122 shares 6,122 $492K 0.01% -361 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,555 shares; 2025Q1: 5,528 shares; 2025Q2: 9,360 shares; 2025Q3: 9,110 shares; 2025Q4: 6,801 shares 6,801 $486K 0.01% -2,309 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,205 shares; 2025Q4: 27,128 shares 27,128 $484K 0.01% +1,923 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 3,829 shares; 2025Q2: 3,585 shares; 2025Q3: 3,653 shares; 2025Q4: 3,903 shares 3,903 $484K 0.01% +250 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000 $482K 0.01% new Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,759 shares; 2025Q4: 27,307 shares 27,307 $482K 0.01% -3,452 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,681 shares; 2025Q3: 24,582 shares; 2025Q4: 20,520 shares 20,520 $480K 0.01% -4,062 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,853 shares; 2025Q4: 9,475 shares 9,475 $480K 0.01% +1,622 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,086 shares 15,086 $476K 0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,746 shares; 2025Q1: 9,051 shares; 2025Q2: 9,053 shares; 2025Q3: 8,896 shares; 2025Q4: 9,057 shares 9,057 $475K 0.01% +161 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 3,154 shares; 2025Q1: 3,282 shares; 2025Q2: 3,280 shares; 2025Q3: 3,365 shares; 2025Q4: 3,373 shares 3,373 $472K 0.01% +8 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,589 shares; 2025Q4: 6,757 shares 6,757 $472K 0.01% +1,168 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 2,537 shares; 2025Q1: 2,312 shares; 2025Q2: 2,117 shares; 2025Q3: 2,081 shares; 2025Q4: 2,110 shares 2,110 $471K 0.01% +29 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 12,749 shares; 2025Q1: 12,771 shares; 2025Q2: 12,743 shares; 2025Q3: 12,727 shares; 2025Q4: 12,728 shares 12,728 $469K 0.01% +1 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,191 shares; 2025Q4: 14,308 shares 14,308 $468K 0.01% +117 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 6,204 shares; 2025Q1: 6,265 shares; 2025Q2: 8,546 shares; 2025Q3: 10,686 shares; 2025Q4: 9,895 shares 9,895 $467K 0.01% -791 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,227 shares; 2025Q3: 6,027 shares; 2025Q4: 5,895 shares 5,895 $465K 0.01% -132 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,532 shares; 2025Q4: 2,024 shares 2,024 $464K 0.01% -3,508 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,847 shares; 2025Q4: 34,346 shares 34,346 $462K 0.01% +499 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,143 shares; 2025Q1: 6,001 shares; 2025Q2: 8,270 shares; 2025Q3: 7,335 shares; 2025Q4: 7,266 shares 7,266 $460K 0.01% -69 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,512 shares; 2025Q1: 1,682 shares; 2025Q2: 1,794 shares; 2025Q3: 1,962 shares; 2025Q4: 2,013 shares 2,013 $458K 0.01% +51 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,467 shares; 2025Q1: 1,370 shares; 2025Q2: 1,431 shares; 2025Q3: 1,516 shares; 2025Q4: 1,600 shares 1,600 $456K 0.01% +84 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,498 shares; 2025Q3: 20,517 shares; 2025Q4: 26,361 shares 26,361 $456K 0.01% +5,844 Timeline ASTL ALGOMA STL GROUP INC More: the full row for ALGOMA STL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,333 shares; 2025Q4: 110,333 shares 110,333 $452K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,347 shares; 2024Q4: 8,433 shares; 2025Q1: 8,138 shares; 2025Q2: 6,697 shares; 2025Q3: 7,532 shares; 2025Q4: 7,719 shares 7,719 $451K 0.01% +187 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,173 shares; 2025Q4: 10,308 shares 10,308 $448K 0.01% +2,135 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,901 shares; 2024Q4: 10,212 shares; 2025Q1: 14,717 shares; 2025Q2: 12,842 shares; 2025Q3: 12,842 shares; 2025Q4: 12,842 shares 12,842 $446K 0.01% 0 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,377 shares; 2025Q4: 7,646 shares 7,646 $446K 0.01% +269 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 3,065 shares; 2025Q1: 2,700 shares; 2025Q2: 2,662 shares; 2025Q3: 2,886 shares; 2025Q4: 2,940 shares 2,940 $445K 0.01% +54 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 12,510 shares; 2025Q1: 12,512 shares; 2025Q2: 25,041 shares; 2025Q3: 12,521 shares; 2025Q4: 12,501 shares 12,501 $444K 0.01% -20 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,921 shares; 2025Q3: 3,114 shares; 2025Q4: 3,117 shares 3,117 $443K 0.01% +3 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 6,076 shares; 2025Q1: 4,121 shares; 2025Q2: 3,725 shares; 2025Q3: 8,591 shares; 2025Q4: 5,188 shares 5,188 $442K 0.01% -3,403 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,129 shares; 2025Q4: 16,950 shares 16,950 $442K 0.01% -6,179 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,187 shares; 2025Q4: 15,175 shares 15,175 $440K 0.01% -12 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,271 shares; 2024Q4: 111,153 shares; 2025Q1: 60,491 shares; 2025Q2: 57,226 shares; 2025Q3: 64,909 shares; 2025Q4: 12,759 shares 12,759 $440K 0.01% -52,150 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 795 shares; 2025Q1: 730 shares; 2025Q2: 2,150 shares; 2025Q3: 2,221 shares; 2025Q4: 936 shares 936 $439K 0.01% -1,285 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,022 shares; 2025Q3: 3,795 shares; 2025Q4: 4,700 shares 4,700 $439K 0.01% +905 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,908 shares; 2025Q4: 6,297 shares 6,297 $438K 0.01% -3,611 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,322 shares; 2025Q1: 2,355 shares; 2025Q2: 2,321 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares 2,443 $438K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,650 shares; 2025Q1: 4,472 shares; 2025Q2: 4,357 shares; 2025Q3: 4,378 shares; 2025Q4: 4,282 shares 4,282 $437K 0.01% -96 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 10,875 shares; 2025Q1: 4,978 shares; 2025Q2: 4,801 shares; 2025Q3: 4,438 shares; 2025Q4: 3,444 shares 3,444 $433K 0.01% -994 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,867 shares; 2025Q4: 12,157 shares 12,157 $433K 0.01% -710 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,532 shares; 2025Q1: 1,548 shares; 2025Q2: 1,678 shares; 2025Q3: 1,429 shares; 2025Q4: 1,461 shares 1,461 $432K 0.01% +32 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,740 shares; 2025Q3: 18,740 shares; 2025Q4: 17,034 shares 17,034 $429K 0.01% -1,706 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,524 shares; 2025Q3: 2,083 shares; 2025Q4: 2,635 shares 2,635 $425K 0.01% +552 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,425 shares; 2025Q4: 2,652 shares 2,652 $424K 0.01% +227 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: not reported; 2025Q1: 2,863 shares; 2025Q2: 3,226 shares; 2025Q3: 4,037 shares; 2025Q4: 4,251 shares 4,251 $422K 0.01% +214 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,301 shares; 2025Q1: 3,954 shares; 2025Q2: 3,965 shares; 2025Q3: 3,956 shares; 2025Q4: 3,955 shares 3,955 $420K 0.01% -1 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,569 shares; 2025Q2: 1,641 shares; 2025Q3: 1,985 shares; 2025Q4: 1,901 shares 1,901 $419K 0.01% -84 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,470 shares; 2025Q1: 1,485 shares; 2025Q2: 1,389 shares; 2025Q3: 1,418 shares; 2025Q4: 1,118 shares 1,118 $419K 0.01% -300 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,974 shares; 2025Q4: 9,849 shares 9,849 $415K 0.01% +875 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,953 shares; 2025Q4: 6,916 shares 6,916 $414K 0.01% -1,037 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,276 shares; 2025Q4: 7,519 shares 7,519 $413K 0.01% +243 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,277 shares; 2025Q4: 10,806 shares 10,806 $411K 0.01% -471 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,672 shares; 2024Q4: 5,247 shares; 2025Q1: 5,244 shares; 2025Q2: 5,208 shares; 2025Q3: 6,078 shares; 2025Q4: 5,988 shares 5,988 $411K 0.01% -90 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 714 shares; 2025Q3: 712 shares; 2025Q4: 1,110 shares 1,110 $410K 0.01% +398 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,230 shares 5,230 $410K 0.01% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,808 shares; 2025Q3: 22,963 shares; 2025Q4: 21,203 shares 21,203 $410K 0.01% -1,760 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,030 shares; 2025Q4: 47,483 shares 47,483 $408K 0.01% +21,453 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,858 shares; 2025Q4: 39,058 shares 39,058 $407K 0.01% +200 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,456 shares; 2025Q4: 2,516 shares 2,516 $407K 0.01% +60 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,836 shares; 2025Q1: 9,469 shares; 2025Q2: 2,128 shares; 2025Q3: 2,307 shares; 2025Q4: 2,587 shares 2,587 $405K 0.01% +280 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,155 shares; 2025Q3: 6,825 shares; 2025Q4: 6,783 shares 6,783 $401K 0.01% -42 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,321 shares 3,321 $400K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,256 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 975 shares; 2025Q4: 967 shares 967 $399K 0.01% -8 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,678 shares; 2025Q4: 11,128 shares 11,128 $399K 0.01% +450 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,645 shares; 2025Q1: 1,757 shares; 2025Q2: 1,634 shares; 2025Q3: 1,612 shares; 2025Q4: 1,536 shares 1,536 $398K 0.01% -76 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,378 shares; 2024Q4: 46,528 shares; 2025Q1: 65,194 shares; 2025Q2: 74,785 shares; 2025Q3: 98,638 shares; 2025Q4: 107,263 shares 107,263 $397K 0.01% +8,625 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,785 shares; 2025Q3: 1,760 shares; 2025Q4: 1,736 shares 1,736 $396K 0.01% -24 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,956 shares; 2025Q3: 8,956 shares; 2025Q4: 8,956 shares 8,956 $395K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,722 shares; 2025Q1: 3,004 shares; 2025Q2: 2,730 shares; 2025Q3: 1,776 shares; 2025Q4: 1,524 shares 1,524 $394K 0.01% -252 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,889 shares; 2025Q2: 18,911 shares; 2025Q3: 14,017 shares; 2025Q4: 9,371 shares 9,371 $392K 0.01% -4,646 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,230 shares 5,230 $392K 0.01% new Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,049 shares; 2025Q4: 5,091 shares 5,091 $391K 0.01% +42 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,622 shares; 2025Q1: 7,788 shares; 2025Q2: 12,784 shares; 2025Q3: 9,824 shares; 2025Q4: 8,393 shares 8,393 $390K 0.01% -1,431 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,921 shares; 2025Q3: 15,921 shares; 2025Q4: 16,152 shares 16,152 $389K 0.01% +231 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,975 shares; 2025Q4: 15,200 shares 15,200 $387K 0.01% +225 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,940 shares; 2025Q1: 3,800 shares; 2025Q2: 3,186 shares; 2025Q3: 3,256 shares; 2025Q4: 4,353 shares 4,353 $387K 0.01% +1,097 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: 6,821 shares; 2025Q1: 6,839 shares; 2025Q2: 6,827 shares; 2025Q3: 4,900 shares; 2025Q4: 4,858 shares 4,858 $386K 0.01% -42 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 707 shares; 2025Q1: 680 shares; 2025Q2: 687 shares; 2025Q3: 681 shares; 2025Q4: 697 shares 697 $384K 0.01% +16 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,039 shares 1,039 $383K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 9,507 shares; 2025Q1: 7,174 shares; 2025Q2: 6,299 shares; 2025Q3: 5,305 shares; 2025Q4: 5,875 shares 5,875 $382K 0.01% +570 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 1,839 shares 1,839 $382K 0.01% +101 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,190 shares; 2025Q2: 13,315 shares; 2025Q3: 12,946 shares; 2025Q4: 13,049 shares 13,049 $382K 0.01% +103 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,016 shares; 2025Q3: 3,884 shares; 2025Q4: 3,752 shares 3,752 $382K 0.01% -132 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,452 shares; 2024Q4: 12,530 shares; 2025Q1: 10,887 shares; 2025Q2: 4,056 shares; 2025Q3: 4,143 shares; 2025Q4: 4,185 shares 4,185 $381K 0.01% +42 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,488 shares; 2025Q1: 1,621 shares; 2025Q2: 2,105 shares; 2025Q3: 1,990 shares; 2025Q4: 2,189 shares 2,189 $380K 0.01% +199 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 1,733 shares; 2025Q1: 1,812 shares; 2025Q2: 1,998 shares; 2025Q3: 2,268 shares; 2025Q4: 2,329 shares 2,329 $379K 0.01% +61 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,460 shares; 2025Q4: 3,218 shares 3,218 $378K 0.01% -242 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 6,177 shares; 2025Q1: 7,734 shares; 2025Q2: 7,236 shares; 2025Q3: 6,600 shares; 2025Q4: 6,550 shares 6,550 $378K 0.01% -50 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,399 shares; 2025Q2: 3,439 shares; 2025Q3: 3,640 shares; 2025Q4: 3,928 shares 3,928 $377K 0.01% +288 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,562 shares 4,562 $376K 0.01% new Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,485 shares; 2025Q4: 13,460 shares 13,460 $376K 0.01% -3,025 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,617 shares; 2025Q4: 37,688 shares 37,688 $376K 0.01% -1,929 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 7,128 shares; 2025Q1: 6,657 shares; 2025Q2: 7,725 shares; 2025Q3: 7,197 shares; 2025Q4: 7,565 shares 7,565 $374K 0.01% +368 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,794 shares 35,794 $374K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,848 shares; 2024Q4: 13,633 shares; 2025Q1: 12,572 shares; 2025Q2: 12,923 shares; 2025Q3: 16,054 shares; 2025Q4: 15,949 shares 15,949 $373K 0.01% -105 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,652 shares; 2025Q2: 17,652 shares; 2025Q3: 17,652 shares; 2025Q4: 16,133 shares 16,133 $372K 0.01% -1,519 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,924 shares; 2025Q3: 8,924 shares; 2025Q4: 8,924 shares 8,924 $371K 0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,006 shares; 2025Q4: 19,608 shares 19,608 $369K 0.01% +1,602 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,644 shares 5,644 $369K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,238 shares; 2025Q3: 2,283 shares; 2025Q4: 2,856 shares 2,856 $369K 0.01% +573 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,626 shares 3,626 $368K 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,624 shares 5,624 $368K 0.01% new Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,205 shares; 2025Q4: 13,205 shares 13,205 $368K 0.01% 0 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,040 shares; 2025Q2: 6,578 shares; 2025Q3: 7,055 shares; 2025Q4: 7,055 shares 7,055 $367K 0.01% 0 Timeline QBIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,444 shares; 2025Q4: 9,539 shares 9,539 $367K 0.01% +95 Timeline