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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 753 shares; 2024Q3: 753 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,395 shares 1,395 $329K 0.02% +142 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 987 shares; 2024Q3: 987 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 1,029 shares 1,029 $327K 0.02% +52 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,082 shares; 2024Q3: 5,082 shares; 2024Q4: 5,082 shares; 2025Q1: 6,932 shares; 2025Q2: 5,082 shares; 2025Q3: 13,382 shares 13,382 $326K 0.02% +8,300 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: not reported; 2025Q3: 1,901 shares 1,901 $325K 0.02% new Timeline INNOVATOR PREMIUM INCOME 10… INNOVATOR PREMIUM INCOME 10 BARRI… More: the full row for INNOVATOR PREMIUM INCOME 10 BARRIER ETF - OCTOBER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,858 shares; 2024Q3: 21,902 shares; 2024Q4: 17,007 shares; 2025Q1: 16,852 shares; 2025Q2: 17,007 shares; 2025Q3: 13,568 shares 13,568 $324K 0.02% -3,439 EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 264 shares; 2024Q3: 272 shares; 2024Q4: 290 shares; 2025Q1: 484 shares; 2025Q2: 290 shares; 2025Q3: 497 shares 497 $323K 0.02% +207 Timeline VOOV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,573 shares; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares 1,616 $322K 0.02% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,220 shares; 2025Q2: not reported; 2025Q3: 6,255 shares 6,255 $322K 0.02% new Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,840 shares; 2024Q3: 11,370 shares; 2024Q4: 10,822 shares; 2025Q1: 10,622 shares; 2025Q2: 10,822 shares; 2025Q3: 10,366 shares 10,366 $321K 0.02% -456 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,984 shares; 2024Q3: 7,984 shares; 2024Q4: 7,984 shares; 2025Q1: 7,984 shares; 2025Q2: 7,984 shares; 2025Q3: 5,474 shares 5,474 $321K 0.02% -2,510 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,543 shares; 2024Q3: 1,543 shares; 2024Q4: 1,431 shares; 2025Q1: 1,591 shares; 2025Q2: 1,431 shares; 2025Q3: 1,619 shares 1,619 $320K 0.02% +188 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 63,028 shares; 2024Q3: 55,862 shares; 2024Q4: 46,643 shares; 2025Q1: 40,785 shares; 2025Q2: 44,143 shares; 2025Q3: 32,676 shares 32,676 $320K 0.02% -11,467 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 181,290 shares; 2024Q3: 180,290 shares; 2024Q4: 168,520 shares; 2025Q1: 141,570 shares; 2025Q2: 168,520 shares; 2025Q3: 115,070 shares 115,070 $320K 0.02% -53,450 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,190 shares; 2024Q3: 20,477 shares; 2024Q4: 19,425 shares; 2025Q1: 14,725 shares; 2025Q2: 19,425 shares; 2025Q3: 13,750 shares 13,750 $319K 0.02% -5,675 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,578 shares; 2024Q3: 12,468 shares; 2024Q4: 7,550 shares; 2025Q1: 5,686 shares; 2025Q2: 7,550 shares; 2025Q3: 9,056 shares 9,056 $317K 0.02% +1,506 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,805 shares; 2024Q3: 2,805 shares; 2024Q4: 2,832 shares; 2025Q1: 2,832 shares; 2025Q2: 2,832 shares; 2025Q3: 3,392 shares 3,392 $317K 0.02% +560 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,055 shares; 2024Q3: 1,800 shares; 2024Q4: 1,639 shares; 2025Q1: 1,164 shares; 2025Q2: 1,639 shares; 2025Q3: 2,943 shares 2,943 $316K 0.02% +1,304 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,387 shares; 2024Q3: 5,362 shares; 2024Q4: 5,058 shares; 2025Q1: 5,058 shares; 2025Q2: 5,058 shares; 2025Q3: 4,433 shares 4,433 $315K 0.02% -625 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 2,650 shares; 2025Q2: 194 shares; 2025Q3: 2,746 shares 2,746 $315K 0.02% +2,552 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,286 shares; 2024Q3: 12,285 shares; 2024Q4: 6,056 shares; 2025Q1: 5,691 shares; 2025Q2: 6,056 shares; 2025Q3: 6,016 shares 6,016 $313K 0.02% -40 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,407 shares; 2024Q3: 8,503 shares; 2024Q4: 7,681 shares; 2025Q1: 7,806 shares; 2025Q2: 7,681 shares; 2025Q3: 4,320 shares 4,320 $312K 0.02% -3,361 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,895 shares; 2025Q2: not reported; 2025Q3: 8,280 shares 8,280 $308K 0.02% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,750 shares; 2025Q1: 11,534 shares; 2025Q2: 3,750 shares; 2025Q3: 5,696 shares 5,696 $308K 0.02% +1,946 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,314 shares 6,314 $307K 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,890 shares; 2024Q3: 8,289 shares; 2024Q4: 7,650 shares; 2025Q1: 7,860 shares; 2025Q2: 7,650 shares; 2025Q3: 5,086 shares 5,086 $306K 0.02% -2,564 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,775 shares; 2024Q3: 10,520 shares; 2024Q4: 8,745 shares; 2025Q1: 8,745 shares; 2025Q2: 8,745 shares; 2025Q3: 8,475 shares 8,475 $305K 0.02% -270 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,008 shares; 2024Q3: 4,008 shares; 2024Q4: 3,708 shares; 2025Q1: 3,783 shares; 2025Q2: 3,708 shares; 2025Q3: 3,783 shares 3,783 $303K 0.02% +75 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 649 shares; 2024Q3: 649 shares; 2024Q4: 648 shares; 2025Q1: 545 shares; 2025Q2: 648 shares; 2025Q3: 608 shares 608 $303K 0.02% -40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,172 shares; 2024Q3: 841 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 744 shares 744 $299K 0.02% -98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 4,762 shares 4,762 $295K 0.02% +2,237 Timeline PHDG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,746 shares; 2024Q3: 2,712 shares; 2024Q4: 2,373 shares; 2025Q1: 2,374 shares; 2025Q2: 2,373 shares; 2025Q3: 7,869 shares 7,869 $293K 0.02% +5,496 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,792 shares; 2024Q3: 6,940 shares; 2024Q4: 6,937 shares; 2025Q1: 4,988 shares; 2025Q2: 6,937 shares; 2025Q3: 4,011 shares 4,011 $293K 0.02% -2,926 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,951 shares; 2024Q3: 16,200 shares; 2024Q4: 15,345 shares; 2025Q1: 16,395 shares; 2025Q2: 15,345 shares; 2025Q3: 15,035 shares 15,035 $292K 0.02% -310 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,587 shares; 2024Q3: 5,987 shares; 2024Q4: 5,737 shares; 2025Q1: 5,737 shares; 2025Q2: 5,737 shares; 2025Q3: 4,727 shares 4,727 $291K 0.02% -1,010 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,281 shares; 2024Q3: 3,659 shares; 2024Q4: 4,955 shares; 2025Q1: 1,876 shares; 2025Q2: 4,955 shares; 2025Q3: 2,586 shares 2,586 $291K 0.02% -2,369 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 659 shares; 2024Q3: 812 shares; 2024Q4: 969 shares; 2025Q1: 1,129 shares; 2025Q2: 969 shares; 2025Q3: 1,215 shares 1,215 $291K 0.02% +246 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 621 shares; 2024Q3: 752 shares; 2024Q4: 658 shares; 2025Q1: 555 shares; 2025Q2: 658 shares; 2025Q3: 989 shares 989 $291K 0.02% +331 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,654 shares; 2024Q3: 14,654 shares; 2024Q4: 14,654 shares; 2025Q1: 14,951 shares; 2025Q2: 14,919 shares; 2025Q3: 16,351 shares 16,351 $291K 0.02% +1,432 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,202 shares; 2024Q3: 13,202 shares; 2024Q4: 12,750 shares; 2025Q1: 12,750 shares; 2025Q2: 12,750 shares; 2025Q3: 12,375 shares 12,375 $289K 0.02% -375 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,044 shares; 2024Q3: 11,459 shares; 2024Q4: 11,839 shares; 2025Q1: 10,446 shares; 2025Q2: 11,839 shares; 2025Q3: 8,284 shares 8,284 $285K 0.02% -3,555 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 324 shares; 2024Q4: 374 shares; 2025Q1: 411 shares; 2025Q2: 374 shares; 2025Q3: 2,907 shares 2,907 $285K 0.02% +2,533 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,618 shares; 2024Q3: 2,712 shares; 2024Q4: 4,131 shares; 2025Q1: 5,529 shares; 2025Q2: 4,131 shares; 2025Q3: 3,377 shares 3,377 $284K 0.02% -754 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,154 shares; 2024Q3: 21,225 shares; 2024Q4: 21,294 shares; 2025Q1: 21,366 shares; 2025Q2: 21,294 shares; 2025Q3: 21,573 shares 21,573 $283K 0.02% +279 Timeline DLO DLOCAL LTD More: the full row for DLOCAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: not reported; 2025Q3: 19,650 shares 19,650 $281K 0.02% new Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,579 shares; 2024Q3: 2,590 shares; 2024Q4: 2,451 shares; 2025Q1: 2,008 shares; 2025Q2: 2,451 shares; 2025Q3: 2,267 shares 2,267 $280K 0.02% -184 Timeline SKYY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,891 shares; 2024Q3: 2,786 shares; 2024Q4: 2,202 shares; 2025Q1: 2,151 shares; 2025Q2: 2,202 shares; 2025Q3: 2,080 shares 2,080 $280K 0.02% -122 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,134 shares; 2024Q3: 8,134 shares; 2024Q4: 8,919 shares; 2025Q1: 12,552 shares; 2025Q2: 8,919 shares; 2025Q3: 12,207 shares 12,207 $278K 0.02% +3,288 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,364 shares; 2024Q3: 10,781 shares; 2024Q4: 10,344 shares; 2025Q1: 6,361 shares; 2025Q2: 10,344 shares; 2025Q3: 6,361 shares 6,361 $278K 0.02% -3,983 Timeline JULH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 5,200 shares; 2024Q4: 5,032 shares; 2025Q1: 5,065 shares; 2025Q2: 5,032 shares; 2025Q3: 11,085 shares 11,085 $277K 0.02% +6,053 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,149 shares; 2024Q3: 1,118 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 930 shares 930 $277K 0.02% -31 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,790 shares; 2025Q1: 843 shares; 2025Q2: 13,790 shares; 2025Q3: 5,000 shares 5,000 $277K 0.02% -8,790 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,325 shares; 2025Q1: 6,775 shares; 2025Q2: 4,325 shares; 2025Q3: 15,717 shares 15,717 $277K 0.02% +11,392 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,653 shares; 2024Q3: 5,536 shares; 2024Q4: 5,587 shares; 2025Q1: 6,688 shares; 2025Q2: 5,587 shares; 2025Q3: 5,519 shares 5,519 $276K 0.02% -68 Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,330 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,573 shares; 2025Q2: not reported; 2025Q3: 8,324 shares 8,324 $273K 0.02% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 835 shares; 2024Q3: 835 shares; 2024Q4: 852 shares; 2025Q1: 434 shares; 2025Q2: 852 shares; 2025Q3: 830 shares 830 $272K 0.02% -22 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,163 shares; 2024Q3: 12,164 shares; 2024Q4: 12,164 shares; 2025Q1: 8,164 shares; 2025Q2: 12,164 shares; 2025Q3: 8,325 shares 8,325 $271K 0.02% -3,839 Timeline JULJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 580 shares; 2024Q3: 10,430 shares; 2024Q4: 9,887 shares; 2025Q1: 9,915 shares; 2025Q2: 9,887 shares; 2025Q3: 10,822 shares 10,822 $270K 0.02% +935 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,695 shares; 2024Q3: 7,703 shares; 2024Q4: 6,424 shares; 2025Q1: 6,359 shares; 2025Q2: 6,425 shares; 2025Q3: 6,399 shares 6,399 $269K 0.02% -26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 675 shares; 2025Q1: 588 shares; 2025Q2: 675 shares; 2025Q3: 585 shares 585 $268K 0.02% -90 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,191 shares; 2024Q3: 8,474 shares; 2024Q4: 9,321 shares; 2025Q1: 7,122 shares; 2025Q2: 9,321 shares; 2025Q3: 5,464 shares 5,464 $266K 0.02% -3,857 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 108 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 100 shares; 2025Q2: 108 shares; 2025Q3: 1,205 shares 1,205 $266K 0.02% +1,097 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,562 shares; 2024Q3: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,567 shares; 2025Q2: 2,562 shares; 2025Q3: 3,127 shares 3,127 $265K 0.02% +565 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 262 shares; 2024Q3: 394 shares; 2024Q4: 470 shares; 2025Q1: 904 shares; 2025Q2: 470 shares; 2025Q3: 1,073 shares 1,073 $265K 0.02% +603 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,114 shares; 2024Q3: 6,708 shares; 2024Q4: 6,710 shares; 2025Q1: 6,716 shares; 2025Q2: 6,710 shares; 2025Q3: 5,365 shares 5,365 $265K 0.02% -1,345 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,920 shares; 2024Q3: 785 shares; 2024Q4: 504 shares; 2025Q1: 521 shares; 2025Q2: 504 shares; 2025Q3: 544 shares 544 $264K 0.02% +40 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,927 shares; 2024Q3: 7,927 shares; 2024Q4: 7,927 shares; 2025Q1: 7,927 shares; 2025Q2: 7,927 shares; 2025Q3: 7,031 shares 7,031 $263K 0.02% -896 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,185 shares; 2024Q3: 10,185 shares; 2024Q4: 8,505 shares; 2025Q1: 7,137 shares; 2025Q2: 8,505 shares; 2025Q3: 7,520 shares 7,520 $263K 0.02% -985 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,976 shares; 2024Q3: 4,848 shares; 2024Q4: 5,333 shares; 2025Q1: 5,365 shares; 2025Q2: 5,333 shares; 2025Q3: 2,992 shares 2,992 $262K 0.02% -2,341 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,475 shares; 2024Q3: 2,475 shares; 2024Q4: 2,310 shares; 2025Q1: 3,022 shares; 2025Q2: 2,310 shares; 2025Q3: 3,246 shares 3,246 $262K 0.02% +936 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,333 shares; 2024Q4: 2,711 shares; 2025Q1: 2,725 shares; 2025Q2: 2,711 shares; 2025Q3: 2,809 shares 2,809 $262K 0.02% +98 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 646 shares; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 927 shares; 2025Q2: 919 shares; 2025Q3: 900 shares 900 $260K 0.02% -19 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,540 shares; 2024Q3: 13,758 shares; 2024Q4: 12,438 shares; 2025Q1: 11,077 shares; 2025Q2: 12,438 shares; 2025Q3: 8,586 shares 8,586 $259K 0.02% -3,852 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,442 shares; 2024Q3: 4,833 shares; 2024Q4: 4,216 shares; 2025Q1: 4,038 shares; 2025Q2: 4,216 shares; 2025Q3: 3,097 shares 3,097 $257K 0.02% -1,119 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,499 shares; 2024Q3: 40,674 shares; 2024Q4: 20,243 shares; 2025Q1: 14,762 shares; 2025Q2: 20,243 shares; 2025Q3: 21,426 shares 21,426 $256K 0.02% +1,183 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,496 shares; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,190 shares 1,190 $255K 0.02% -306 Timeline JPIE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,397 shares; 2024Q4: 1,402 shares; 2025Q1: 863 shares; 2025Q2: 1,402 shares; 2025Q3: 5,478 shares 5,478 $254K 0.02% +4,076 Timeline BCLO BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,059 shares 5,059 $254K 0.02% new Timeline XLI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 328 shares; 2024Q3: 451 shares; 2024Q4: 677 shares; 2025Q1: 501 shares; 2025Q2: 677 shares; 2025Q3: 1,638 shares 1,638 $253K 0.02% +961 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 861 shares; 2025Q1: 4,454 shares; 2025Q2: 861 shares; 2025Q3: 4,986 shares 4,986 $252K 0.02% +4,125 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,732 shares; 2025Q2: not reported; 2025Q3: 4,833 shares 4,833 $251K 0.02% new Timeline TDVI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,763 shares 8,763 $251K 0.02% new Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,228 shares; 2024Q3: 8,400 shares; 2024Q4: 10,329 shares; 2025Q1: 3,067 shares; 2025Q2: 10,329 shares; 2025Q3: 5,106 shares 5,106 $251K 0.02% -5,223 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,657 shares 13,657 $249K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 141 shares; 2025Q2: 136 shares; 2025Q3: 654 shares 654 $248K 0.02% +518 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61,720 shares; 2024Q3: 62,968 shares; 2024Q4: 63,956 shares; 2025Q1: 68,696 shares; 2025Q2: 63,956 shares; 2025Q3: 63,922 shares 63,922 $247K 0.02% -34 Timeline GOCT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 106,344 shares; 2025Q1: 102,144 shares; 2025Q2: 106,344 shares; 2025Q3: 6,444 shares 6,444 $247K 0.02% -99,900 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,488 shares 4,488 $243K 0.02% new Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 108 shares; 2024Q3: 293 shares; 2024Q4: 239 shares; 2025Q1: 186 shares; 2025Q2: 239 shares; 2025Q3: 2,795 shares 2,795 $243K 0.02% +2,556 Timeline DSEP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,432 shares; 2024Q3: 6,043 shares; 2024Q4: 6,043 shares; 2025Q1: 5,577 shares; 2025Q2: 6,043 shares; 2025Q3: 5,477 shares 5,477 $242K 0.02% -566 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,101 shares 1,101 $242K 0.02% +27 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 462 shares; 2024Q3: 516 shares; 2024Q4: 1,072 shares; 2025Q1: 1,139 shares; 2025Q2: 1,072 shares; 2025Q3: 1,000 shares 1,000 $240K 0.02% -72 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 539 shares; 2024Q3: 727 shares; 2024Q4: 413 shares; 2025Q1: 426 shares; 2025Q2: 413 shares; 2025Q3: 464 shares 464 $239K 0.02% +51 Timeline XLU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,813 shares; 2024Q3: 2,817 shares; 2024Q4: 2,719 shares; 2025Q1: 2,208 shares; 2025Q2: 2,719 shares; 2025Q3: 2,732 shares 2,732 $238K 0.02% +13 Timeline FTSL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,500 shares; 2024Q3: 1,511 shares; 2024Q4: 1,860 shares; 2025Q1: 2,325 shares; 2025Q2: 1,863 shares; 2025Q3: 5,185 shares 5,185 $238K 0.02% +3,322 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,183 shares 6,183 $236K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,150 shares; 2024Q3: 14,517 shares; 2024Q4: 13,538 shares; 2025Q1: 13,548 shares; 2025Q2: 13,538 shares; 2025Q3: 12,473 shares 12,473 $236K 0.02% -1,065 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,513 shares 6,513 $236K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,621 shares; 2024Q4: 1,619 shares; 2025Q1: 1,779 shares; 2025Q2: 1,619 shares; 2025Q3: 2,070 shares 2,070 $235K 0.02% +451 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,924 shares; 2024Q3: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 11,019 shares; 2025Q2: 1,924 shares; 2025Q3: 3,495 shares 3,495 $234K 0.02% +1,571 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,138 shares; 2024Q3: 14,008 shares; 2024Q4: 10,644 shares; 2025Q1: 8,823 shares; 2025Q2: 10,644 shares; 2025Q3: 5,016 shares 5,016 $233K 0.02% -5,628 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,163 shares; 2024Q4: 5,163 shares; 2025Q1: 5,163 shares; 2025Q2: 5,163 shares; 2025Q3: 5,163 shares 5,163 $232K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,774 shares; 2024Q3: 2,882 shares; 2024Q4: 2,208 shares; 2025Q1: 2,469 shares; 2025Q2: 2,208 shares; 2025Q3: 5,048 shares 5,048 $231K 0.02% +2,840 Timeline VWO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,454 shares; 2024Q3: 6,467 shares; 2024Q4: 4,178 shares; 2025Q1: 4,104 shares; 2025Q2: 4,178 shares; 2025Q3: 4,212 shares 4,212 $228K 0.02% +34 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,996 shares; 2024Q3: 8,695 shares; 2024Q4: 1,890 shares; 2025Q1: 829 shares; 2025Q2: 1,743 shares; 2025Q3: 2,047 shares 2,047 $228K 0.02% +304 Timeline BUFR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,794 shares 6,794 $227K 0.02% new Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,195 shares 7,195 $225K 0.02% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,213 shares; 2024Q3: 3,200 shares; 2024Q4: 3,254 shares; 2025Q1: 3,202 shares; 2025Q2: 3,254 shares; 2025Q3: 3,503 shares 3,503 $221K 0.02% +249 Timeline SOXQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,400 shares 4,400 $221K 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 914 shares; 2024Q3: 916 shares; 2024Q4: 896 shares; 2025Q1: 931 shares; 2025Q2: 896 shares; 2025Q3: 916 shares 916 $221K 0.02% +20 Timeline FAPR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,261 shares; 2024Q3: 11,261 shares; 2024Q4: 10,431 shares; 2025Q1: 3,003 shares; 2025Q2: 10,431 shares; 2025Q3: 5,063 shares 5,063 $220K 0.02% -5,368 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,280 shares; 2024Q3: 3,509 shares; 2024Q4: 3,515 shares; 2025Q1: 3,476 shares; 2025Q2: 3,515 shares; 2025Q3: 3,454 shares 3,454 $220K 0.02% -61 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,534 shares; 2025Q1: 2,673 shares; 2025Q2: 2,534 shares; 2025Q3: 2,425 shares 2,425 $220K 0.02% -109 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,843 shares; 2024Q3: 4,885 shares; 2024Q4: 4,771 shares; 2025Q1: 4,643 shares; 2025Q2: 4,793 shares; 2025Q3: 4,737 shares 4,737 $219K 0.02% -56 Timeline IRTR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,334 shares; 2025Q1: 5,872 shares; 2025Q2: 3,334 shares; 2025Q3: 7,099 shares 7,099 $218K 0.02% +3,765 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,840 shares; 2024Q3: 2,841 shares; 2024Q4: 2,842 shares; 2025Q1: 2,843 shares; 2025Q2: 2,842 shares; 2025Q3: 1,671 shares 1,671 $217K 0.01% -1,171 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,491 shares 15,491 $216K 0.01% new IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 211 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 786 shares 786 $215K 0.01% +574 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,516 shares; 2024Q3: 2,336 shares; 2024Q4: 2,362 shares; 2025Q1: 5,996 shares; 2025Q2: 2,362 shares; 2025Q3: 11,672 shares 11,672 $214K 0.01% +9,310 Timeline CGCB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,927 shares; 2025Q1: 9,410 shares; 2025Q2: 10,927 shares; 2025Q3: 7,999 shares 7,999 $213K 0.01% -2,928 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 364 shares; 2024Q3: 364 shares; 2024Q4: 846 shares; 2025Q1: 994 shares; 2025Q2: 846 shares; 2025Q3: 988 shares 988 $212K 0.01% +142 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 686 shares; 2024Q3: 1,083 shares; 2024Q4: 1,087 shares; 2025Q1: 1,038 shares; 2025Q2: 1,087 shares; 2025Q3: 897 shares 897 $211K 0.01% -190 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,938 shares 6,938 $211K 0.01% new Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,070 shares; 2024Q3: 9,009 shares; 2024Q4: 7,744 shares; 2025Q1: 7,744 shares; 2025Q2: 7,744 shares; 2025Q3: 4,545 shares 4,545 $211K 0.01% -3,199 Timeline BIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,898 shares; 2024Q3: 3,925 shares; 2024Q4: 2,820 shares; 2025Q1: 2,744 shares; 2025Q2: 2,820 shares; 2025Q3: 2,677 shares 2,677 $209K 0.01% -143 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,285 shares; 2024Q3: 4,771 shares; 2024Q4: 12,997 shares; 2025Q1: 6,598 shares; 2025Q2: 12,997 shares; 2025Q3: 4,234 shares 4,234 $209K 0.01% -8,763 Timeline FTBD FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 41 shares; 2024Q3: 92 shares; 2024Q4: 170 shares; 2025Q1: 273 shares; 2025Q2: 170 shares; 2025Q3: 4,172 shares 4,172 $209K 0.01% +4,002 Timeline FMAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,780 shares; 2024Q3: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 4,036 shares; 2025Q2: 3,036 shares; 2025Q3: 4,486 shares 4,486 $208K 0.01% +1,450 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 5,830 shares 5,830 $208K 0.01% +5,630 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,330 shares; 2024Q3: 6,372 shares; 2024Q4: 34,501 shares; 2025Q1: 17,718 shares; 2025Q2: 34,501 shares; 2025Q3: 6,808 shares 6,808 $207K 0.01% -27,693 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,412 shares; 2024Q3: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 2,979 shares; 2025Q2: 3,247 shares; 2025Q3: 2,857 shares 2,857 $206K 0.01% -390 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,197 shares 8,197 $205K 0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,977 shares; 2024Q3: 6,861 shares; 2024Q4: 6,558 shares; 2025Q1: 5,437 shares; 2025Q2: 6,558 shares; 2025Q3: 3,883 shares 3,883 $203K 0.01% -2,675 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,195 shares; 2024Q3: 6,665 shares; 2024Q4: 8,533 shares; 2025Q1: 197 shares; 2025Q2: 8,733 shares; 2025Q3: 3,417 shares 3,417 $202K 0.01% -5,316 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,635 shares 23,635 $202K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,671 shares; 2024Q3: 13,671 shares; 2024Q4: 15,533 shares; 2025Q1: 16,313 shares; 2025Q2: 15,533 shares; 2025Q3: 1,338 shares 1,338 $202K 0.01% -14,195 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,157 shares; 2024Q3: 3,827 shares; 2024Q4: 2,628 shares; 2025Q1: 2,486 shares; 2025Q2: 2,628 shares; 2025Q3: 2,001 shares 2,001 $201K 0.01% -627 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 692 shares; 2024Q3: 692 shares; 2024Q4: 1,294 shares; 2025Q1: 325 shares; 2025Q2: 1,294 shares; 2025Q3: 3,498 shares 3,498 $201K 0.01% +2,204 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,486 shares; 2024Q3: 2,486 shares; 2024Q4: 2,486 shares; 2025Q1: 2,486 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares 2,486 $200K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,041 shares; 2024Q3: 1,113 shares; 2024Q4: 871 shares; 2025Q1: 1,407 shares; 2025Q2: 871 shares; 2025Q3: 741 shares 741 $200K 0.01% -130 Timeline GNOV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,528 shares; 2024Q3: 3,628 shares; 2024Q4: 5,435 shares; 2025Q1: 5,755 shares; 2025Q2: 5,435 shares; 2025Q3: 5,255 shares 5,255 $200K 0.01% -180 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares 3,250 $199K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 982 shares; 2024Q3: 924 shares; 2024Q4: 813 shares; 2025Q1: 1,013 shares; 2025Q2: 813 shares; 2025Q3: 769 shares 769 $199K 0.01% -44 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 917 shares; 2024Q3: 918 shares; 2024Q4: 796 shares; 2025Q1: 744 shares; 2025Q2: 796 shares; 2025Q3: 404 shares 404 $199K 0.01% -392 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,520 shares; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 5,180 shares; 2025Q2: 6,500 shares; 2025Q3: 5,246 shares 5,246 $199K 0.01% -1,254 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,047 shares; 2024Q3: 8,047 shares; 2024Q4: 8,047 shares; 2025Q1: 5,000 shares; 2025Q2: 8,047 shares; 2025Q3: 5,000 shares 5,000 $198K 0.01% -3,047 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,704 shares; 2024Q3: 7,301 shares; 2024Q4: 6,797 shares; 2025Q1: 5,788 shares; 2025Q2: 6,797 shares; 2025Q3: 5,056 shares 5,056 $198K 0.01% -1,741 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,005 shares; 2024Q3: 9,005 shares; 2024Q4: 7,635 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares; 2025Q3: 7,635 shares 7,635 $197K 0.01% 0 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,988 shares 7,988 $196K 0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,022 shares; 2024Q3: 7,973 shares; 2024Q4: 7,973 shares; 2025Q1: 6,760 shares; 2025Q2: 7,973 shares; 2025Q3: 10,204 shares 10,204 $195K 0.01% +2,231 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares 1,550 $195K 0.01% new Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,754 shares; 2024Q3: 5,460 shares; 2024Q4: 5,470 shares; 2025Q1: 5,686 shares; 2025Q2: 5,470 shares; 2025Q3: 5,705 shares 5,705 $194K 0.01% +235 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 722 shares; 2025Q1: 942 shares; 2025Q2: 722 shares; 2025Q3: 1,442 shares 1,442 $194K 0.01% +720 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,121 shares 5,121 $193K 0.01% +121 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,143 shares; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: 945 shares; 2025Q2: 894 shares; 2025Q3: 950 shares 950 $192K 0.01% +56 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,213 shares; 2024Q3: 6,343 shares; 2024Q4: 7,363 shares; 2025Q1: 6,363 shares; 2025Q2: 7,363 shares; 2025Q3: 6,154 shares 6,154 $191K 0.01% -1,209 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,595 shares; 2024Q3: 5,925 shares; 2024Q4: 6,275 shares; 2025Q1: 6,600 shares; 2025Q2: 6,275 shares; 2025Q3: 3,820 shares 3,820 $191K 0.01% -2,455 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 11,825 shares 11,825 $191K 0.01% +11,785 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,300 shares; 2024Q3: 29,300 shares; 2024Q4: 24,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 12,204 shares 12,204 $190K 0.01% +4,904 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 785 shares; 2024Q4: 526 shares; 2025Q1: 492 shares; 2025Q2: 526 shares; 2025Q3: 456 shares 456 $189K 0.01% -70 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,081 shares; 2024Q3: 2,152 shares; 2024Q4: 2,149 shares; 2025Q1: 649 shares; 2025Q2: 2,149 shares; 2025Q3: 769 shares 769 $189K 0.01% -1,380 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,857 shares; 2024Q3: 6,805 shares; 2024Q4: 6,805 shares; 2025Q1: 6,580 shares; 2025Q2: 6,805 shares; 2025Q3: 6,447 shares 6,447 $188K 0.01% -358 Timeline FRNW FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 473 shares; 2024Q3: 455 shares; 2024Q4: 431 shares; 2025Q1: 417 shares; 2025Q2: 431 shares; 2025Q3: 9,677 shares 9,677 $188K 0.01% +9,246 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 163 shares; 2024Q3: 408 shares; 2024Q4: 609 shares; 2025Q1: 616 shares; 2025Q2: 609 shares; 2025Q3: 719 shares 719 $187K 0.01% +110 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares 3,600 $187K 0.01% new Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,230 shares; 2024Q3: 3,455 shares; 2024Q4: 3,542 shares; 2025Q1: 2,800 shares; 2025Q2: 3,542 shares; 2025Q3: 3,572 shares 3,572 $187K 0.01% +30 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,151 shares; 2024Q3: 2,155 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 812 shares 812 $187K 0.01% -157 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,044 shares; 2024Q3: 13,627 shares; 2024Q4: 11,931 shares; 2025Q1: 5,278 shares; 2025Q2: 11,931 shares; 2025Q3: 3,945 shares 3,945 $186K 0.01% -7,986 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,283 shares; 2025Q2: 1,585 shares; 2025Q3: 1,428 shares 1,428 $186K 0.01% -157 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,612 shares; 2024Q3: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,149 shares; 2025Q2: 3,363 shares; 2025Q3: 3,106 shares 3,106 $186K 0.01% -257 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 838 shares; 2024Q3: 709 shares; 2024Q4: 637 shares; 2025Q1: 536 shares; 2025Q2: 637 shares; 2025Q3: 526 shares 526 $185K 0.01% -111 Timeline XTAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,325 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 4,656 shares 4,656 $185K 0.01% +905 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,721 shares; 2024Q3: 1,742 shares; 2024Q4: 1,683 shares; 2025Q1: 1,873 shares; 2025Q2: 1,683 shares; 2025Q3: 1,899 shares 1,899 $183K 0.01% +216 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,642 shares; 2024Q3: 13,926 shares; 2024Q4: 14,158 shares; 2025Q1: 2,024 shares; 2025Q2: 14,158 shares; 2025Q3: 2,210 shares 2,210 $183K 0.01% -11,948 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,300 shares; 2024Q4: 9,000 shares; 2025Q1: 14,500 shares; 2025Q2: 9,800 shares; 2025Q3: 15,250 shares 15,250 $182K 0.01% +5,450 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares 5,000 $182K 0.01% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 377 shares 377 $182K 0.01% +366 IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 554 shares; 2024Q3: 849 shares; 2024Q4: 760 shares; 2025Q1: 661 shares; 2025Q2: 760 shares; 2025Q3: 1,643 shares 1,643 $182K 0.01% +883 Timeline IBAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,125 shares; 2025Q1: 7,792 shares; 2025Q2: 8,125 shares; 2025Q3: 6,397 shares 6,397 $181K 0.01% -1,728 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,670 shares 3,670 $181K 0.01% new Timeline BRHY BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,453 shares 3,453 $180K 0.01% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,323 shares; 2024Q3: 1,332 shares; 2024Q4: 1,340 shares; 2025Q1: 1,348 shares; 2025Q2: 1,340 shares; 2025Q3: 1,365 shares 1,365 $180K 0.01% +25 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 417 shares; 2024Q3: 464 shares; 2024Q4: 439 shares; 2025Q1: 164 shares; 2025Q2: 439 shares; 2025Q3: 379 shares 379 $180K 0.01% -60 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,361 shares; 2024Q3: 2,361 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 2,175 shares 2,175 $179K 0.01% +59 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,585 shares; 2024Q4: 4,978 shares; 2025Q1: 5,178 shares; 2025Q2: 4,978 shares; 2025Q3: 5,178 shares 5,178 $179K 0.01% +200 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 189 shares; 2024Q3: 2,363 shares; 2024Q4: 2,359 shares; 2025Q1: 2,357 shares; 2025Q2: 2,359 shares; 2025Q3: 2,338 shares 2,338 $177K 0.01% -21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,650 shares; 2024Q3: 2,058 shares; 2024Q4: 1,436 shares; 2025Q1: 1,187 shares; 2025Q2: 1,436 shares; 2025Q3: 1,058 shares 1,058 $177K 0.01% -378 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,940 shares; 2024Q3: 7,014 shares; 2024Q4: 7,111 shares; 2025Q1: 7,160 shares; 2025Q2: 7,111 shares; 2025Q3: 7,311 shares 7,311 $175K 0.01% +200 Timeline DJAN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,803 shares; 2024Q3: 4,803 shares; 2024Q4: 4,803 shares; 2025Q1: 4,128 shares; 2025Q2: 4,803 shares; 2025Q3: 4,128 shares 4,128 $174K 0.01% -675 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 770 shares; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 3,950 shares 3,950 $173K 0.01% +3,180 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 408 shares; 2024Q3: 412 shares; 2024Q4: 445 shares; 2025Q1: 408 shares; 2025Q2: 445 shares; 2025Q3: 369 shares 369 $173K 0.01% -76 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,166 shares; 2024Q3: 7,758 shares; 2024Q4: 7,851 shares; 2025Q1: 7,550 shares; 2025Q2: 7,851 shares; 2025Q3: 11,522 shares 11,522 $173K 0.01% +3,671 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,926 shares; 2024Q3: 13,135 shares; 2024Q4: 13,343 shares; 2025Q1: 13,563 shares; 2025Q2: 13,417 shares; 2025Q3: 15,069 shares 15,069 $172K 0.01% +1,652 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,160 shares; 2024Q3: 1,160 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,454 shares; 2025Q3: 4,660 shares 4,660 $172K 0.01% +3,206 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,972 shares; 2024Q3: 3,648 shares; 2024Q4: 8,299 shares; 2025Q1: 5,205 shares; 2025Q2: 8,299 shares; 2025Q3: 1,852 shares 1,852 $172K 0.01% -6,447 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,464 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,464 shares 1,464 $171K 0.01% 0 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,609 shares 6,609 $169K 0.01% new Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,876 shares; 2024Q3: 22,016 shares; 2024Q4: 22,016 shares; 2025Q1: 3,406 shares; 2025Q2: 22,016 shares; 2025Q3: 3,406 shares 3,406 $167K 0.01% -18,610 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,902 shares; 2024Q3: 1,427 shares; 2024Q4: 2,042 shares; 2025Q1: 2,294 shares; 2025Q2: 2,042 shares; 2025Q3: 3,644 shares 3,644 $167K 0.01% +1,602 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,772 shares; 2024Q3: 1,778 shares; 2024Q4: 1,692 shares; 2025Q1: 1,332 shares; 2025Q2: 1,692 shares; 2025Q3: 1,809 shares 1,809 $166K 0.01% +117 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 349 shares; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 2,665 shares 2,665 $166K 0.01% +2,116 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,690 shares; 2024Q3: 1,537 shares; 2024Q4: 11,089 shares; 2025Q1: 2,116 shares; 2025Q2: 11,089 shares; 2025Q3: 1,988 shares 1,988 $165K 0.01% -9,101 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,638 shares; 2024Q3: 12,484 shares; 2024Q4: 2,150 shares; 2025Q1: 500 shares; 2025Q2: 2,150 shares; 2025Q3: 2,502 shares 2,502 $165K 0.01% +352 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,334 shares; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,374 shares 1,374 $165K 0.01% +40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,411 shares; 2024Q4: 1,402 shares; 2025Q1: 1,205 shares; 2025Q2: 1,402 shares; 2025Q3: 1,017 shares 1,017 $165K 0.01% -385 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 738 shares; 2024Q3: 625 shares; 2024Q4: 627 shares; 2025Q1: 628 shares; 2025Q2: 627 shares; 2025Q3: 2,975 shares 2,975 $165K 0.01% +2,348 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 2,067 shares; 2025Q2: 25 shares; 2025Q3: 1,882 shares 1,882 $163K 0.01% +1,857 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,594 shares; 2024Q3: 2,128 shares; 2024Q4: 1,697 shares; 2025Q1: 1,408 shares; 2025Q2: 1,697 shares; 2025Q3: 1,331 shares 1,331 $163K 0.01% -366 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,816 shares; 2024Q3: 2,463 shares; 2024Q4: 572 shares; 2025Q1: 621 shares; 2025Q2: 572 shares; 2025Q3: 1,443 shares 1,443 $162K 0.01% +871 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 1,390 shares; 2025Q2: 51 shares; 2025Q3: 1,380 shares 1,380 $158K 0.01% +1,329 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 382 shares; 2024Q3: 388 shares; 2024Q4: 374 shares; 2025Q1: 373 shares; 2025Q2: 374 shares; 2025Q3: 367 shares 367 $158K 0.01% -7 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,122 shares 3,122 $156K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,379 shares; 2024Q3: 125,133 shares; 2024Q4: 126,828 shares; 2025Q1: 8,028 shares; 2025Q2: 126,828 shares; 2025Q3: 4,641 shares 4,641 $156K 0.01% -122,187 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $155K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,800 shares; 2024Q3: 1,373 shares; 2024Q4: 1,775 shares; 2025Q1: 1,302 shares; 2025Q2: 1,775 shares; 2025Q3: 987 shares 987 $155K 0.01% -788 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 7,200 shares; 2025Q2: 2,000 shares; 2025Q3: 7,512 shares 7,512 $155K 0.01% +5,512 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,714 shares; 2024Q3: 2,508 shares; 2024Q4: 2,287 shares; 2025Q1: 2,253 shares; 2025Q2: 2,287 shares; 2025Q3: 2,726 shares 2,726 $155K 0.01% +439 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,081 shares; 2024Q3: 5,827 shares; 2024Q4: 5,827 shares; 2025Q1: 3,707 shares; 2025Q2: 5,827 shares; 2025Q3: 3,066 shares 3,066 $155K 0.01% -2,761 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,705 shares; 2024Q3: 3,783 shares; 2024Q4: 3,891 shares; 2025Q1: 3,220 shares; 2025Q2: 3,891 shares; 2025Q3: 2,755 shares 2,755 $154K 0.01% -1,136 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,913 shares; 2025Q1: 2,820 shares; 2025Q2: 2,913 shares; 2025Q3: 2,093 shares 2,093 $154K 0.01% -820 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,054 shares; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares 1,054 $154K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,087 shares 8,087 $153K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,234 shares; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 3,277 shares; 2025Q2: 1,131 shares; 2025Q3: 2,249 shares 2,249 $152K 0.01% +1,118 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,449 shares; 2024Q3: 16,023 shares; 2024Q4: 16,226 shares; 2025Q1: 21,143 shares; 2025Q2: 16,226 shares; 2025Q3: 18,580 shares 18,580 $151K 0.01% +2,354 Timeline FGD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,250 shares 5,250 $151K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,276 shares; 2024Q3: 2,276 shares; 2024Q4: 351 shares; 2025Q1: 242 shares; 2025Q2: 351 shares; 2025Q3: 247 shares 247 $151K 0.01% -104 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,200 shares 5,200 $148K 0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 118 shares; 2024Q3: 118 shares; 2024Q4: 3,165 shares; 2025Q1: 2,592 shares; 2025Q2: 3,165 shares; 2025Q3: 3,011 shares 3,011 $147K 0.01% -154 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,487 shares; 2024Q3: 7,496 shares; 2024Q4: 7,505 shares; 2025Q1: 7,200 shares; 2025Q2: 7,505 shares; 2025Q3: 10,500 shares 10,500 $145K 0.01% +2,995 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,711 shares; 2024Q3: 1,739 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,713 shares 1,713 $145K 0.01% +1 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,600 shares; 2024Q3: 2,400 shares; 2024Q4: 2,478 shares; 2025Q1: 3,942 shares; 2025Q2: 2,478 shares; 2025Q3: 7,302 shares 7,302 $145K 0.01% +4,824 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,005 shares; 2024Q3: 8,554 shares; 2024Q4: 1,483 shares; 2025Q1: 1,170 shares; 2025Q2: 1,483 shares; 2025Q3: 1,832 shares 1,832 $145K 0.01% +349 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 706 shares; 2025Q2: 86 shares; 2025Q3: 1,377 shares 1,377 $144K 0.01% +1,291 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,589 shares; 2024Q3: 2,617 shares; 2024Q4: 2,582 shares; 2025Q1: 2,520 shares; 2025Q2: 2,582 shares; 2025Q3: 1,470 shares 1,470 $144K 0.01% -1,112 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 415 shares; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 4,608 shares 4,608 $143K 0.01% +3,888 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,513 shares; 2024Q3: 9,525 shares; 2024Q4: 8,103 shares; 2025Q1: 1,022 shares; 2025Q2: 8,103 shares; 2025Q3: 1,592 shares 1,592 $143K 0.01% -6,511 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,723 shares; 2024Q3: 10,141 shares; 2024Q4: 9,654 shares; 2025Q1: 9,389 shares; 2025Q2: 9,654 shares; 2025Q3: 6,520 shares 6,520 $142K 0.01% -3,134 Timeline FOCT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,024 shares; 2024Q3: 2,024 shares; 2024Q4: 2,497 shares; 2025Q1: 2,997 shares; 2025Q2: 2,497 shares; 2025Q3: 2,997 shares 2,997 $142K 0.01% +500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 173 shares; 2024Q3: 216 shares; 2024Q4: 174 shares; 2025Q1: 222 shares; 2025Q2: 174 shares; 2025Q3: 488 shares 488 $141K 0.01% +314 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,966 shares 2,966 $141K 0.01% new Timeline QMFE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,960 shares; 2025Q2: not reported; 2025Q3: 6,460 shares 6,460 $140K 0.01% new Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,624 shares; 2024Q3: 8,624 shares; 2024Q4: 8,224 shares; 2025Q1: 11,224 shares; 2025Q2: 8,224 shares; 2025Q3: 15,654 shares 15,654 $139K 0.01% +7,430 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,534 shares; 2024Q3: 1,537 shares; 2024Q4: 1,539 shares; 2025Q1: 1,544 shares; 2025Q2: 1,539 shares; 2025Q3: 1,551 shares 1,551 $139K 0.01% +12 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,176 shares; 2024Q3: 3,186 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares; 2025Q2: 2,061 shares; 2025Q3: 2,555 shares 2,555 $138K 0.01% +494 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,577 shares; 2024Q3: 2,559 shares; 2024Q4: 301 shares; 2025Q1: 302 shares; 2025Q2: 301 shares; 2025Q3: 1,418 shares 1,418 $137K 0.01% +1,117 Timeline FYX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,353 shares; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,253 shares 1,253 $137K 0.01% -100 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 399 shares; 2024Q3: 501 shares; 2024Q4: 359 shares; 2025Q1: 267 shares; 2025Q2: 359 shares; 2025Q3: 368 shares 368 $136K 0.01% +9 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,717 shares; 2025Q3: 2,840 shares 2,840 $136K 0.01% -2,877 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,727 shares; 2024Q3: 2,727 shares; 2024Q4: 3,354 shares; 2025Q1: 3,354 shares; 2025Q2: 3,354 shares; 2025Q3: 2,671 shares 2,671 $136K 0.01% -683 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $136K 0.01% new Timeline SDVY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 2,842 shares; 2025Q2: 1,555 shares; 2025Q3: 3,568 shares 3,568 $136K 0.01% +2,013 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,063 shares; 2024Q3: 7,651 shares; 2024Q4: 6,525 shares; 2025Q1: 6,100 shares; 2025Q2: 6,525 shares; 2025Q3: 6,100 shares 6,100 $135K 0.01% -425 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,308 shares; 2024Q3: 6,246 shares; 2024Q4: 6,126 shares; 2025Q1: 11,464 shares; 2025Q2: 6,126 shares; 2025Q3: 2,046 shares 2,046 $135K 0.01% -4,080 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,674 shares; 2024Q3: 1,684 shares; 2024Q4: 1,775 shares; 2025Q1: 1,701 shares; 2025Q2: 1,775 shares; 2025Q3: 1,718 shares 1,718 $134K 0.01% -57 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,195 shares; 2025Q2: not reported; 2025Q3: 4,195 shares 4,195 $133K 0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,947 shares; 2024Q3: 22,123 shares; 2024Q4: 22,124 shares; 2025Q1: 21,968 shares; 2025Q2: 22,124 shares; 2025Q3: 21,471 shares 21,471 $131K 0.01% -653 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 2,511 shares 2,511 $131K 0.01% +2,426 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,607 shares; 2024Q3: 6,311 shares; 2024Q4: 6,409 shares; 2025Q1: 660 shares; 2025Q2: 6,410 shares; 2025Q3: 669 shares 669 $131K 0.01% -5,741 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,100 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $131K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 516 shares; 2024Q3: 694 shares; 2024Q4: 695 shares; 2025Q1: 394 shares; 2025Q2: 695 shares; 2025Q3: 372 shares 372 $130K 0.01% -323 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 498 shares; 2024Q3: 372 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 2,126 shares 2,126 $130K 0.01% +1,787 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,188 shares; 2024Q3: 8,240 shares; 2024Q4: 5,096 shares; 2025Q1: 5,132 shares; 2025Q2: 5,096 shares; 2025Q3: 5,213 shares 5,213 $129K 0.01% +117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,354 shares; 2024Q3: 1,372 shares; 2024Q4: 788 shares; 2025Q1: 667 shares; 2025Q2: 788 shares; 2025Q3: 650 shares 650 $129K 0.01% -138 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 83 shares; 2024Q3: 151 shares; 2024Q4: 161 shares; 2025Q1: 186 shares; 2025Q2: 161 shares; 2025Q3: 432 shares 432 $129K 0.01% +271 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: not reported; 2025Q3: 1,425 shares 1,425 $126K 0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,365 shares; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,776 shares; 2025Q2: 2,365 shares; 2025Q3: 2,776 shares 2,776 $126K 0.01% +411 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78,303 shares; 2024Q3: 61,512 shares; 2024Q4: 42,606 shares; 2025Q1: 13,413 shares; 2025Q2: 42,765 shares; 2025Q3: 13,663 shares 13,663 $124K 0.01% -29,102 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,415 shares 6,415 $124K 0.01% new Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,978 shares; 2024Q3: 6,994 shares; 2024Q4: 6,900 shares; 2025Q1: 6,918 shares; 2025Q2: 6,900 shares; 2025Q3: 6,963 shares 6,963 $123K 0.01% +63 Timeline GRIN VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,502 shares 4,502 $123K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,890 shares; 2024Q3: 1,946 shares; 2024Q4: 1,959 shares; 2025Q1: 2,123 shares; 2025Q2: 1,960 shares; 2025Q3: 723 shares 723 $122K 0.01% -1,237 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 553 shares; 2024Q3: 696 shares; 2024Q4: 800 shares; 2025Q1: 790 shares; 2025Q2: 800 shares; 2025Q3: 360 shares 360 $121K 0.01% -440 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 2,000 shares 2,000 $121K 0.01% +1,600 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,377 shares; 2024Q3: 2,186 shares; 2024Q4: 2,196 shares; 2025Q1: 1,861 shares; 2025Q2: 2,196 shares; 2025Q3: 1,306 shares 1,306 $120K 0.01% -890 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,487 shares; 2024Q3: 3,122 shares; 2024Q4: 2,879 shares; 2025Q1: 2,832 shares; 2025Q2: 2,879 shares; 2025Q3: 2,494 shares 2,494 $118K 0.01% -385 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 2,010 shares; 2025Q2: 1,129 shares; 2025Q3: 1,883 shares 1,883 $118K 0.01% +754 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,063 shares; 2024Q3: 26,329 shares; 2024Q4: 22,568 shares; 2025Q1: 4,142 shares; 2025Q2: 22,568 shares; 2025Q3: 4,225 shares 4,225 $117K 0.01% -18,343 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,495 shares; 2024Q3: 7,895 shares; 2024Q4: 3,866 shares; 2025Q1: 3,357 shares; 2025Q2: 3,866 shares; 2025Q3: 2,732 shares 2,732 $117K 0.01% -1,134 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,370 shares 1,370 $117K 0.01% new Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 367 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,600 shares 4,600 $116K 0.01% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares 3,200 $116K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 655 shares; 2024Q3: 655 shares; 2024Q4: 213 shares; 2025Q1: 215 shares; 2025Q2: 213 shares; 2025Q3: 275 shares 275 $116K 0.01% +62 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,445 shares; 2024Q3: 1,434 shares; 2024Q4: 1,595 shares; 2025Q1: 1,714 shares; 2025Q2: 1,595 shares; 2025Q3: 2,626 shares 2,626 $116K 0.01% +1,031 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,894 shares; 2024Q3: 1,979 shares; 2024Q4: 1,941 shares; 2025Q1: 1,829 shares; 2025Q2: 1,941 shares; 2025Q3: 1,087 shares 1,087 $116K 0.01% -854 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,305 shares; 2024Q3: 1,305 shares; 2024Q4: 1,466 shares; 2025Q1: 1,466 shares; 2025Q2: 1,466 shares; 2025Q3: 1,467 shares 1,467 $116K 0.01% +1 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares 390 $115K 0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 80 shares; 2024Q3: 93 shares; 2024Q4: 103 shares; 2025Q1: 121 shares; 2025Q2: 103 shares; 2025Q3: 977 shares 977 $114K 0.01% +874 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,102 shares 2,102 $114K 0.01% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,900 shares 5,900 $112K 0.01% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49 shares; 2024Q3: 49 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares 1,195 $112K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,790 shares 1,790 $112K 0.01% -210 Timeline FXR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 236 shares; 2024Q3: 236 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,443 shares; 2025Q3: 1,423 shares 1,423 $111K 0.01% -20 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 44 shares; 2024Q4: 294 shares; 2025Q1: 44 shares; 2025Q2: 294 shares; 2025Q3: 859 shares 859 $111K 0.01% +565 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares 1,540 $111K 0.01% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 4,112 shares 4,112 $110K 0.01% +3,997 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 344 shares; 2024Q3: 312 shares; 2024Q4: 448 shares; 2025Q1: 420 shares; 2025Q2: 448 shares; 2025Q3: 399 shares 399 $109K 0.01% -49 Timeline RWK 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: not reported; 2025Q3: 874 shares 874 $109K 0.01% new Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,752 shares; 2025Q1: 4,800 shares; 2025Q2: 5,752 shares; 2025Q3: 4,142 shares 4,142 $109K 0.01% -1,610 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,731 shares; 2024Q3: 3,238 shares; 2024Q4: 2,882 shares; 2025Q1: 2,137 shares; 2025Q2: 2,882 shares; 2025Q3: 1,354 shares 1,354 $108K 0.01% -1,528 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,027 shares; 2024Q3: 2,183 shares; 2024Q4: 1,771 shares; 2025Q1: 1,778 shares; 2025Q2: 1,773 shares; 2025Q3: 5,905 shares 5,905 $108K 0.01% +4,132 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,002 shares; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 643 shares; 2025Q2: 1,002 shares; 2025Q3: 638 shares 638 $107K 0.01% -364 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,671 shares; 2024Q3: 4,907 shares; 2024Q4: 2,839 shares; 2025Q1: 2,842 shares; 2025Q2: 2,839 shares; 2025Q3: 4,389 shares 4,389 $107K 0.01% +1,550 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,061 shares; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,059 shares 1,059 $106K 0.01% -2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,689 shares; 2024Q3: 2,690 shares; 2024Q4: 2,395 shares; 2025Q1: 1,664 shares; 2025Q2: 2,395 shares; 2025Q3: 1,716 shares 1,716 $106K 0.01% -679 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,700 shares; 2024Q3: 16,700 shares; 2024Q4: 16,700 shares; 2025Q1: 16,700 shares; 2025Q2: 16,700 shares; 2025Q3: 16,700 shares 16,700 $106K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150 shares; 2024Q3: 166 shares; 2024Q4: 123 shares; 2025Q1: 142 shares; 2025Q2: 123 shares; 2025Q3: 185 shares 185 $105K 0.01% +62 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 477 shares; 2025Q2: not reported; 2025Q3: 733 shares 733 $105K 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 698 shares 698 $105K 0.01% +666 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 440 shares; 2024Q3: 441 shares; 2024Q4: 977 shares; 2025Q1: 250 shares; 2025Q2: 977 shares; 2025Q3: 411 shares 411 $104K 0.01% -566 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,600 shares; 2024Q3: 3,940 shares; 2024Q4: 4,285 shares; 2025Q1: 4,140 shares; 2025Q2: 4,285 shares; 2025Q3: 4,140 shares 4,140 $104K 0.01% -145 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,928 shares; 2024Q3: 14,919 shares; 2024Q4: 7,757 shares; 2025Q1: 7,785 shares; 2025Q2: 7,757 shares; 2025Q3: 5,372 shares 5,372 $104K 0.01% -2,385 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,213 shares; 2024Q3: 1,414 shares; 2024Q4: 1,155 shares; 2025Q1: 1,140 shares; 2025Q2: 1,155 shares; 2025Q3: 1,061 shares 1,061 $104K 0.01% -94 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 652 shares; 2024Q3: 802 shares; 2024Q4: 613 shares; 2025Q1: 1,977 shares; 2025Q2: 613 shares; 2025Q3: 1,735 shares 1,735 $103K 0.01% +1,122 COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,963 shares 1,963 $103K 0.01% new Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,858 shares; 2024Q3: 4,020 shares; 2024Q4: not reported; 2025Q1: 2,742 shares; 2025Q2: not reported; 2025Q3: 761 shares 761 $102K 0.01% new Timeline RSSE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $102K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,496 shares; 2024Q3: 1,499 shares; 2024Q4: 1,922 shares; 2025Q1: 2,302 shares; 2025Q2: 1,922 shares; 2025Q3: 2,303 shares 2,303 $101K 0.01% +381 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 338 shares 338 $101K 0.01% -12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: not reported; 2025Q3: 237 shares 237 $101K 0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,055 shares; 2024Q3: 2,450 shares; 2024Q4: 2,554 shares; 2025Q1: 2,584 shares; 2025Q2: 2,554 shares; 2025Q3: 2,115 shares 2,115 $101K 0.01% -439 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,017 shares 1,017 $101K 0.01% -581 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,956 shares; 2024Q3: 2,971 shares; 2024Q4: 2,956 shares; 2025Q1: 2,935 shares; 2025Q2: 2,956 shares; 2025Q3: 2,682 shares 2,682 $100K 0.01% -274 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,815 shares; 2024Q3: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 2,015 shares; 2025Q2: 2,815 shares; 2025Q3: 2,015 shares 2,015 $100K 0.01% -800 Timeline ROBT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,137 shares; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 1,887 shares 1,887 $99.8K 0.01% -250 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 958 shares; 2024Q3: 1,358 shares; 2024Q4: 1,426 shares; 2025Q1: 1,186 shares; 2025Q2: 1,426 shares; 2025Q3: 996 shares 996 $99.5K 0.01% -430 Timeline YDEC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 3,863 shares; 2025Q2: 500 shares; 2025Q3: 3,863 shares 3,863 $99.2K 0.01% +3,363 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,267 shares; 2024Q3: 2,288 shares; 2024Q4: 1,846 shares; 2025Q1: 2,184 shares; 2025Q2: 1,846 shares; 2025Q3: 921 shares 921 $98.1K 0.01% -925 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,745 shares; 2024Q3: 49,245 shares; 2024Q4: 48,645 shares; 2025Q1: 2,080 shares; 2025Q2: 48,645 shares; 2025Q3: 2,080 shares 2,080 $97.6K 0.01% -46,565 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 700 shares; 2024Q3: 701 shares; 2024Q4: 1,335 shares; 2025Q1: 1,293 shares; 2025Q2: 1,335 shares; 2025Q3: 2,042 shares 2,042 $97.3K 0.01% +707 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 540 shares; 2024Q3: 540 shares; 2024Q4: 542 shares; 2025Q1: 410 shares; 2025Q2: 542 shares; 2025Q3: 2,271 shares 2,271 $97.2K 0.01% +1,729 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 317 shares; 2024Q4: 300 shares; 2025Q1: 304 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $97.1K 0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,003 shares 8,003 $96.8K 0.01% new Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 2,127 shares; 2025Q2: 1,300 shares; 2025Q3: 3,682 shares 3,682 $96.7K 0.01% +2,382 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,368 shares; 2024Q3: 2,770 shares; 2024Q4: 5,770 shares; 2025Q1: 901 shares; 2025Q2: 5,770 shares; 2025Q3: 1,001 shares 1,001 $96.6K 0.01% -4,769 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,267 shares; 2024Q3: 2,266 shares; 2024Q4: 2,230 shares; 2025Q1: 2,227 shares; 2025Q2: 2,230 shares; 2025Q3: 2,188 shares 2,188 $96.3K 0.01% -42 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,715 shares; 2025Q1: 2,115 shares; 2025Q2: 1,715 shares; 2025Q3: 1,950 shares 1,950 $96.2K 0.01% +235 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,100 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $96.1K 0.01% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,818 shares; 2024Q3: 2,750 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $95.9K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,216 shares; 2024Q4: 856 shares; 2025Q1: 660 shares; 2025Q2: 856 shares; 2025Q3: 688 shares 688 $95.7K 0.01% -168 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 647 shares; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 689 shares 689 $95.5K 0.01% +41 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,021 shares; 2024Q3: 10,434 shares; 2024Q4: 5,287 shares; 2025Q1: 5,122 shares; 2025Q2: 5,287 shares; 2025Q3: 1,190 shares 1,190 $95.3K 0.01% -4,097 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares 309 $95K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,115 shares; 2024Q3: 1,120 shares; 2024Q4: 1,142 shares; 2025Q1: 1,146 shares; 2025Q2: 1,142 shares; 2025Q3: 560 shares 560 $94.4K 0.01% -582 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 577 shares; 2024Q3: 964 shares; 2024Q4: 1,720 shares; 2025Q1: 1,767 shares; 2025Q2: 1,647 shares; 2025Q3: 1,430 shares 1,430 $94.3K 0.01% -217 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,300 shares; 2024Q3: 14,700 shares; 2024Q4: 14,700 shares; 2025Q1: 16,300 shares; 2025Q2: 14,700 shares; 2025Q3: 2,800 shares 2,800 $94.2K 0.01% -11,900 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,180 shares; 2024Q3: 995 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 735 shares 735 $94.1K 0.01% -284 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 291 shares; 2024Q3: 295 shares; 2024Q4: 300 shares; 2025Q1: 302 shares; 2025Q2: 300 shares; 2025Q3: 1,211 shares 1,211 $94K 0.01% +911 Timeline ITDE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 2,625 shares; 2025Q2: 121 shares; 2025Q3: 2,607 shares 2,607 $93.6K 0.01% +2,486 Timeline EOI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,938 shares; 2024Q3: 8,594 shares; 2024Q4: 8,594 shares; 2025Q1: 8,594 shares; 2025Q2: 8,594 shares; 2025Q3: 4,430 shares 4,430 $93K 0.01% -4,164 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,319 shares; 2024Q3: 3,328 shares; 2024Q4: 3,278 shares; 2025Q1: 3,078 shares; 2025Q2: 3,278 shares; 2025Q3: 3,078 shares 3,078 $92.6K 0.01% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 943 shares; 2024Q3: 792 shares; 2024Q4: 688 shares; 2025Q1: 591 shares; 2025Q2: 688 shares; 2025Q3: 593 shares 593 $92.2K 0.01% -95 Timeline BND 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 919 shares; 2024Q3: 748 shares; 2024Q4: 582 shares; 2025Q1: 517 shares; 2025Q2: 582 shares; 2025Q3: 1,238 shares 1,238 $92.1K 0.01% +656 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,000 shares; 2025Q1: 2,500 shares; 2025Q2: 2,000 shares; 2025Q3: 2,500 shares 2,500 $91.7K 0.01% +500 Timeline XRMI GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,169 shares 5,169 $91.4K 0.01% new Timeline YJUN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 1,437 shares; 2025Q1: 1,207 shares; 2025Q2: 1,437 shares; 2025Q3: 3,624 shares 3,624 $90.9K 0.01% +2,187 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 131 shares; 2024Q4: 100 shares; 2025Q1: 515 shares; 2025Q2: 100 shares; 2025Q3: 656 shares 656 $90.6K 0.01% +556 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,021 shares; 2024Q3: 3,021 shares; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares; 2025Q2: 3,015 shares; 2025Q3: 2,765 shares 2,765 $90.4K 0.01% -250 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,718 shares; 2024Q3: 1,719 shares; 2024Q4: 1,720 shares; 2025Q1: 1,721 shares; 2025Q2: 1,720 shares; 2025Q3: 1,274 shares 1,274 $90.3K 0.01% -446 Timeline AVMA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,779 shares; 2024Q3: 1,779 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,387 shares 1,387 $90.2K 0.01% +16 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46,253 shares; 2024Q3: 48,262 shares; 2024Q4: 41,290 shares; 2025Q1: 1,949 shares; 2025Q2: 41,290 shares; 2025Q3: 2,080 shares 2,080 $90.1K 0.01% -39,210 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,908 shares; 2024Q4: 1,480 shares; 2025Q1: 1,780 shares; 2025Q2: 1,480 shares; 2025Q3: 1,870 shares 1,870 $89.6K 0.01% +390 Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,850 shares 4,850 $89.5K 0.01% new Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,445 shares; 2024Q3: 5,175 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 3,706 shares 3,706 $88.9K 0.01% -984 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 301 shares; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 337 shares; 2025Q2: 322 shares; 2025Q3: 340 shares 340 $88.6K 0.01% +18 Timeline BPAY BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares 2,753 $88.4K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,211 shares; 2024Q3: 6,946 shares; 2024Q4: 8,380 shares; 2025Q1: 6,482 shares; 2025Q2: 8,380 shares; 2025Q3: 1,101 shares 1,101 $88.3K 0.01% -7,279 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 187 shares; 2024Q4: 143 shares; 2025Q1: 280 shares; 2025Q2: 143 shares; 2025Q3: 1,014 shares 1,014 $87.5K 0.01% +871 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 953 shares; 2024Q3: 517 shares; 2024Q4: 828 shares; 2025Q1: 802 shares; 2025Q2: 828 shares; 2025Q3: 797 shares 797 $87.4K 0.01% -31 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 221 shares; 2025Q2: 35 shares; 2025Q3: 291 shares 291 $87.4K 0.01% +256 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 763 shares; 2025Q1: 8,352 shares; 2025Q2: 763 shares; 2025Q3: 2,923 shares 2,923 $87.1K 0.01% +2,160 Timeline JPIB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,105 shares; 2024Q3: 2,095 shares; 2024Q4: 2,017 shares; 2025Q1: 2,022 shares; 2025Q2: 2,017 shares; 2025Q3: 1,767 shares 1,767 $86.6K 0.01% -250 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: not reported; 2025Q3: 1,023 shares 1,023 $86.6K 0.01% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 51 shares; 2025Q2: 56 shares; 2025Q3: 1,146 shares 1,146 $85.2K 0.01% +1,090 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 815 shares; 2024Q3: 816 shares; 2024Q4: 375 shares; 2025Q1: 313 shares; 2025Q2: 375 shares; 2025Q3: 321 shares 321 $83.8K 0.01% -54 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 261 shares; 2025Q2: 11 shares; 2025Q3: 565 shares 565 $83.3K 0.01% +554 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 2,500 shares 2,500 $83K 0.01% +2,000 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,929 shares; 2024Q3: 1,850 shares; 2024Q4: 1,738 shares; 2025Q1: 9,240 shares; 2025Q2: 1,738 shares; 2025Q3: 910 shares 910 $82.8K 0.01% -828 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,720 shares; 2024Q3: 10,450 shares; 2024Q4: 3,758 shares; 2025Q1: 825 shares; 2025Q2: 3,758 shares; 2025Q3: 868 shares 868 $82.6K 0.01% -2,890 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: 476 shares 476 $82.2K 0.01% new Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,991 shares; 2024Q3: 6,481 shares; 2024Q4: 2,895 shares; 2025Q1: 2,846 shares; 2025Q2: 2,895 shares; 2025Q3: 2,829 shares 2,829 $81.9K 0.01% -66 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32 shares; 2024Q3: 50 shares; 2024Q4: 33 shares; 2025Q1: 25 shares; 2025Q2: 33 shares; 2025Q3: 348 shares 348 $81.7K 0.01% +315 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,071 shares; 2024Q3: 29,177 shares; 2024Q4: 25,084 shares; 2025Q1: 29,584 shares; 2025Q2: 25,084 shares; 2025Q3: 29,344 shares 29,344 $80.7K 0.01% +4,260 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 208 shares; 2024Q4: 157 shares; 2025Q1: 194 shares; 2025Q2: 157 shares; 2025Q3: 244 shares 244 $80.4K 0.01% +87 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 229 shares; 2025Q2: 29 shares; 2025Q3: 235 shares 235 $79.8K 0.01% +206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,300 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300 $79.7K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,694 shares; 2024Q3: 21,134 shares; 2024Q4: 22,134 shares; 2025Q1: 8,740 shares; 2025Q2: 22,134 shares; 2025Q3: 8,740 shares 8,740 $79.6K 0.01% -13,394 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 0 shares; 2025Q2: 400 shares; 2025Q3: 800 shares 800 $79.3K 0.01% +400 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 83 shares; 2024Q4: 1,392 shares; 2025Q1: 1,123 shares; 2025Q2: 1,392 shares; 2025Q3: 1,491 shares 1,491 $79.3K 0.01% +99 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,753 shares; 2024Q3: 1,753 shares; 2024Q4: 1,099 shares; 2025Q1: 1,419 shares; 2025Q2: 1,099 shares; 2025Q3: 2,239 shares 2,239 $79.1K 0.01% +1,140 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,962 shares; 2024Q3: 1,990 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 704 shares 704 $79K 0.01% +426 Timeline ITDD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,385 shares; 2025Q2: not reported; 2025Q3: 2,254 shares 2,254 $79K 0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,571 shares; 2024Q3: 1,573 shares; 2024Q4: 1,544 shares; 2025Q1: 1,546 shares; 2025Q2: 1,544 shares; 2025Q3: 1,466 shares 1,466 $78.8K 0.01% -78 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 628 shares; 2024Q3: 628 shares; 2024Q4: 378 shares; 2025Q1: 478 shares; 2025Q2: 378 shares; 2025Q3: 525 shares 525 $78.5K 0.01% +147 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,727 shares; 2025Q2: 1,430 shares; 2025Q3: 1,727 shares 1,727 $78.4K 0.01% +297 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 303 shares; 2024Q3: 303 shares; 2024Q4: 283 shares; 2025Q1: 303 shares; 2025Q2: 283 shares; 2025Q3: 297 shares 297 $78.1K 0.01% +14 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: 993 shares 993 $77.8K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,288 shares; 2024Q3: 8,057 shares; 2024Q4: 6,900 shares; 2025Q1: 5,720 shares; 2025Q2: 6,900 shares; 2025Q3: 3,981 shares 3,981 $77.7K 0.01% -2,919 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 144 shares; 2024Q3: 161 shares; 2024Q4: 153 shares; 2025Q1: 156 shares; 2025Q2: 153 shares; 2025Q3: 111 shares 111 $77.5K 0.01% -42 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 124 shares; 2025Q2: 37 shares; 2025Q3: 1,944 shares 1,944 $77K 0.01% +1,907 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,217 shares 2,217 $77K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,972 shares; 2024Q3: 6,187 shares; 2024Q4: 3,097 shares; 2025Q1: 2,972 shares; 2025Q2: 3,097 shares; 2025Q3: 3,127 shares 3,127 $76.9K 0.01% +30 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,298 shares; 2024Q3: 2,298 shares; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares 2,298 $76K 0.01% 0 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,575 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,011 shares 2,011 $75.7K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 484 shares; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 566 shares 566 $75.4K 0.01% +82 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,592 shares; 2024Q3: 20,045 shares; 2024Q4: 17,845 shares; 2025Q1: 4,870 shares; 2025Q2: 17,845 shares; 2025Q3: 1,640 shares 1,640 $75.1K 0.01% -16,205 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 485 shares; 2024Q3: 3,932 shares; 2024Q4: 7,445 shares; 2025Q1: 6,809 shares; 2025Q2: 7,445 shares; 2025Q3: 3,362 shares 3,362 $75.1K 0.01% -4,083 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,998 shares; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,204 shares 1,204 $74.8K 0.01% -794 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,687 shares; 2024Q3: 1,780 shares; 2024Q4: 1,485 shares; 2025Q1: 2,205 shares; 2025Q2: 1,485 shares; 2025Q3: 1,945 shares 1,945 $73.5K 0.01% +460 Timeline AFEM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 924 shares; 2024Q3: 933 shares; 2024Q4: 933 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 953 shares 953 $72.3K <0.01% +10 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,277 shares; 2024Q4: 5,962 shares; 2025Q1: 3,107 shares; 2025Q2: 5,962 shares; 2025Q3: 2,094 shares 2,094 $71.8K <0.01% -3,868 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,000 shares; 2024Q3: 4,609 shares; 2024Q4: 4,609 shares; 2025Q1: 2,609 shares; 2025Q2: 4,609 shares; 2025Q3: 2,609 shares 2,609 $71.8K <0.01% -2,000 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,830 shares; 2024Q3: 3,113 shares; 2024Q4: 1,309 shares; 2025Q1: 1,284 shares; 2025Q2: 1,309 shares; 2025Q3: 1,284 shares 1,284 $71.6K <0.01% -25 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares 237 $71.4K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 889 shares; 2024Q3: 889 shares; 2024Q4: 900 shares; 2025Q1: 158 shares; 2025Q2: 900 shares; 2025Q3: 510 shares 510 $71.3K <0.01% -390 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 320 shares; 2024Q3: 322 shares; 2024Q4: 495 shares; 2025Q1: 577 shares; 2025Q2: 495 shares; 2025Q3: 506 shares 506 $71.3K <0.01% +11 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,257 shares; 2024Q4: 1,164 shares; 2025Q1: 1,137 shares; 2025Q2: 1,164 shares; 2025Q3: 1,032 shares 1,032 $71.3K <0.01% -132 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,255 shares; 2024Q3: 1,635 shares; 2024Q4: 1,636 shares; 2025Q1: 1,626 shares; 2025Q2: 1,636 shares; 2025Q3: 574 shares 574 $70.8K <0.01% -1,062 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 546 shares; 2024Q4: 548 shares; 2025Q1: 549 shares; 2025Q2: 548 shares; 2025Q3: 553 shares 553 $70.4K <0.01% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 955 shares 955 $70.1K <0.01% +902 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $70.1K <0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,104 shares; 2024Q4: 3,105 shares; 2025Q1: 3,107 shares; 2025Q2: 3,105 shares; 2025Q3: 4,270 shares 4,270 $70K <0.01% +1,165 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 400 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $69.7K <0.01% 0 Timeline QBF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 2,553 shares 2,553 $69.5K <0.01% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,632 shares; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares 1,632 $69.3K <0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,342 shares; 2024Q3: 6,523 shares; 2024Q4: 13,140 shares; 2025Q1: 13,387 shares; 2025Q2: 13,199 shares; 2025Q3: 10,000 shares 10,000 $69.1K <0.01% -3,199 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 651 shares; 2024Q3: 651 shares; 2024Q4: 648 shares; 2025Q1: 585 shares; 2025Q2: 648 shares; 2025Q3: 533 shares 533 $68.4K <0.01% -115 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,357 shares; 2024Q3: 3,695 shares; 2024Q4: 4,559 shares; 2025Q1: 7,709 shares; 2025Q2: 4,859 shares; 2025Q3: 1,188 shares 1,188 $68.3K <0.01% -3,671 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,140 shares; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,467 shares 1,467 $68K <0.01% +404 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares 986 $67.7K <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares 1,900 $67.5K <0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,510 shares; 2024Q3: 2,310 shares; 2024Q4: 2,313 shares; 2025Q1: 650 shares; 2025Q2: 2,313 shares; 2025Q3: 651 shares 651 $67.2K <0.01% -1,662 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,088 shares; 2024Q3: 1,081 shares; 2024Q4: 959 shares; 2025Q1: 104 shares; 2025Q2: 959 shares; 2025Q3: 138 shares 138 $67K <0.01% -821 Timeline ELTK ELTEK LTD More: the full row for ELTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,341 shares; 2024Q3: 10,361 shares; 2024Q4: 8,007 shares; 2025Q1: 8,158 shares; 2025Q2: 8,007 shares; 2025Q3: 6,114 shares 6,114 $67K <0.01% -1,893 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500 $66.5K <0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,014 shares; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares 1,014 $66.3K <0.01% 0 Timeline DOCT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,530 shares; 2024Q3: 3,515 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares 1,530 $66.1K <0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 3,066 shares 3,066 $66K <0.01% +573 Timeline UPGD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 880 shares; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares 880 $65.9K <0.01% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,868 shares 2,868 $65.9K <0.01% +537 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 835 shares; 2024Q3: 837 shares; 2024Q4: 2,840 shares; 2025Q1: 3,735 shares; 2025Q2: 2,840 shares; 2025Q3: 2,700 shares 2,700 $65.7K <0.01% -140 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 832 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 611 shares 611 $65.3K <0.01% -222 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 749 shares; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares 981 $65.1K <0.01% 0 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,202 shares 4,202 $65.1K <0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 366 shares; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 368 shares; 2025Q2: 367 shares; 2025Q3: 337 shares 337 $65.1K <0.01% -30 Timeline CGMU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,731 shares; 2024Q3: 6,731 shares; 2024Q4: 6,731 shares; 2025Q1: 6,583 shares; 2025Q2: 6,731 shares; 2025Q3: 2,375 shares 2,375 $64.8K <0.01% -4,356 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: not reported; 2025Q3: 1,396 shares 1,396 $64.3K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 111 shares; 2024Q3: 111 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 222 shares 222 $63.9K <0.01% +131 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,205 shares; 2024Q3: 3,093 shares; 2024Q4: 3,105 shares; 2025Q1: 1,115 shares; 2025Q2: 3,105 shares; 2025Q3: 3,702 shares 3,702 $63.9K <0.01% +597 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $63.6K <0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 90 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 309 shares 309 $63.4K <0.01% +201 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,208 shares; 2025Q2: not reported; 2025Q3: 1,253 shares 1,253 $63.4K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 732 shares; 2024Q3: 640 shares; 2024Q4: 604 shares; 2025Q1: 540 shares; 2025Q2: 604 shares; 2025Q3: 923 shares 923 $62.5K <0.01% +319 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,149 shares; 2024Q3: 1,626 shares; 2024Q4: 1,172 shares; 2025Q1: 492 shares; 2025Q2: 1,172 shares; 2025Q3: 492 shares 492 $62.4K <0.01% -680 Timeline PNQI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $61.4K <0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,702 shares; 2025Q1: not reported; 2025Q2: 3,702 shares; 2025Q3: 840 shares 840 $61K <0.01% -2,862 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,706 shares; 2024Q3: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 1,486 shares; 2025Q2: 1,706 shares; 2025Q3: 1,483 shares 1,483 $60.9K <0.01% -223 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,938 shares; 2024Q3: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,315 shares; 2025Q2: 3,008 shares; 2025Q3: 2,344 shares 2,344 $60.7K <0.01% -664 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares 1,800 $60.7K <0.01% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,363 shares 1,363 $60.6K <0.01% +13 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,341 shares; 2024Q3: 1,780 shares; 2024Q4: 1,408 shares; 2025Q1: 628 shares; 2025Q2: 1,408 shares; 2025Q3: 631 shares 631 $60K <0.01% -777 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,017 shares 5,017 $60K <0.01% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,350 shares; 2024Q3: 1,352 shares; 2024Q4: 1,353 shares; 2025Q1: 1,355 shares; 2025Q2: 1,353 shares; 2025Q3: 1,150 shares 1,150 $59.2K <0.01% -203 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares 1,550 $59.1K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 703 shares; 2024Q3: 705 shares; 2024Q4: 708 shares; 2025Q1: 711 shares; 2025Q2: 708 shares; 2025Q3: 722 shares 722 $59.1K <0.01% +14 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 956 shares 956 $58.8K <0.01% +865 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 178 shares; 2024Q3: 190 shares; 2024Q4: 215 shares; 2025Q1: 190 shares; 2025Q2: 215 shares; 2025Q3: 98 shares 98 $58.4K <0.01% -117 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 607 shares; 2024Q4: 1,696 shares; 2025Q1: 1,455 shares; 2025Q2: 1,696 shares; 2025Q3: 946 shares 946 $58.3K <0.01% -750 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,015 shares; 2024Q3: 890 shares; 2024Q4: 779 shares; 2025Q1: 640 shares; 2025Q2: 779 shares; 2025Q3: 538 shares 538 $57.3K <0.01% -241 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,394 shares; 2024Q3: 1,512 shares; 2024Q4: 3,071 shares; 2025Q1: 4,136 shares; 2025Q2: 3,071 shares; 2025Q3: 2,173 shares 2,173 $57.2K <0.01% -898 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 780 shares; 2024Q3: 480 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares 320 $57.2K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 715 shares 715 $57.2K <0.01% +500 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 141 shares; 2024Q3: 654 shares; 2024Q4: 655 shares; 2025Q1: 657 shares; 2025Q2: 655 shares; 2025Q3: 769 shares 769 $57.1K <0.01% +114 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 249 shares; 2024Q3: 292 shares; 2024Q4: 249 shares; 2025Q1: 383 shares; 2025Q2: 249 shares; 2025Q3: 480 shares 480 $56.9K <0.01% +231 Timeline BUFG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,732 shares; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares 2,101 $56.6K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $56.5K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,975 shares 5,975 $56.1K <0.01% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 598 shares 598 $55.7K <0.01% +198 Timeline QCJA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares 2,560 $54.9K <0.01% new Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $54.7K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,226 shares; 2025Q1: 1,477 shares; 2025Q2: 2,226 shares; 2025Q3: 520 shares 520 $54.6K <0.01% -1,706 Timeline TSMY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,150 shares 3,150 $54.1K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 133 shares; 2024Q3: 1,287 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 892 shares 892 $54K <0.01% +70 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: 480 shares 480 $53.9K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 670 shares; 2024Q4: 442 shares; 2025Q1: 207 shares; 2025Q2: 442 shares; 2025Q3: 372 shares 372 $53.7K <0.01% -70 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 4,211 shares; 2024Q4: 4,317 shares; 2025Q1: 444 shares; 2025Q2: 4,317 shares; 2025Q3: 446 shares 446 $53.5K <0.01% -3,871 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,187 shares; 2024Q3: 1,006 shares; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 888 shares 888 $53K <0.01% +1 JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares 400 $52.7K <0.01% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 650 shares 650 $52.5K <0.01% new Timeline FEBM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,750 shares; 2025Q2: not reported; 2025Q3: 1,750 shares 1,750 $52.3K <0.01% new Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 656 shares 656 $52.2K <0.01% new Timeline PSMJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $52.1K <0.01% 0 Timeline NVYY GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,155 shares 2,155 $52K <0.01% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 662 shares; 2024Q3: 576 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 523 shares 523 $52K <0.01% +3 Timeline BHM BLUEROCK HOMES TRUST INC More: the full row for BLUEROCK HOMES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,942 shares; 2024Q3: 6,029 shares; 2024Q4: 5,309 shares; 2025Q1: 5,180 shares; 2025Q2: 5,309 shares; 2025Q3: 4,298 shares 4,298 $51.5K <0.01% -1,011 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,230 shares; 2024Q3: 3,253 shares; 2024Q4: 3,515 shares; 2025Q1: 3,527 shares; 2025Q2: 3,515 shares; 2025Q3: 3,551 shares 3,551 $51.5K <0.01% +36 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 274 shares; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 574 shares 574 $51.3K <0.01% +300 Timeline OCTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,125 shares; 2024Q3: 4,695 shares; 2024Q4: 3,350 shares; 2025Q1: 3,245 shares; 2025Q2: 3,350 shares; 2025Q3: 2,145 shares 2,145 $51.2K <0.01% -1,205 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,485 shares; 2024Q3: 3,475 shares; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 3,475 shares 3,475 $51K <0.01% -100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 629 shares; 2024Q3: 629 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 655 shares 655 $50.9K <0.01% +55 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares 384 $50.9K <0.01% new Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,070 shares; 2024Q3: 5,129 shares; 2024Q4: 5,129 shares; 2025Q1: 4,695 shares; 2025Q2: 5,129 shares; 2025Q3: 3,238 shares 3,238 $50.9K <0.01% -1,891 Timeline