UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 1,282 shares; 2025Q2: 1,465 shares; 2025Q3: not reported; 2025Q4: 623 shares 623 $48.3K 0.02% new Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,406 shares 1,406 $48.3K 0.02% new Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: not reported; 2025Q4: 269 shares 269 $48.2K 0.02% new Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,008 shares; 2025Q1: 7,008 shares; 2025Q2: 7,035 shares; 2025Q3: not reported; 2025Q4: 4,068 shares 4,068 $47.8K 0.02% new VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares 758 $47.8K 0.02% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares 976 $47.4K 0.02% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562 shares 562 $46.9K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 40 shares; 2025Q2: 136 shares; 2025Q3: 37 shares; 2025Q4: 464 shares 464 $46.8K 0.02% +427 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares 1,336 $46.7K 0.02% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 1,661 shares 1,661 $46.6K 0.02% +874 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,057 shares; 2025Q1: 4,097 shares; 2025Q2: 4,348 shares; 2025Q3: 2 shares; 2025Q4: 525 shares 525 $46.5K 0.02% +523 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,598 shares; 2025Q2: 2,345 shares; 2025Q3: not reported; 2025Q4: 587 shares 587 $46K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,188 shares; 2025Q1: 1,194 shares; 2025Q2: 1,213 shares; 2025Q3: 242 shares; 2025Q4: 405 shares 405 $45.8K 0.02% +163 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,285 shares; 2025Q1: 483 shares; 2025Q2: 491 shares; 2025Q3: not reported; 2025Q4: 410 shares 410 $45.6K 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares 351 $45.3K 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 813 shares; 2025Q1: 858 shares; 2025Q2: 1,090 shares; 2025Q3: 25 shares; 2025Q4: 216 shares 216 $45.2K 0.02% +191 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 944 shares; 2025Q1: 969 shares; 2025Q2: 1,019 shares; 2025Q3: 7 shares; 2025Q4: 672 shares 672 $45K 0.02% +665 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: 1,151 shares; 2025Q2: 1,339 shares; 2025Q3: not reported; 2025Q4: 51 shares 51 $44.8K 0.02% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: 554 shares 554 $44.5K 0.02% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,794 shares; 2025Q1: 2,804 shares; 2025Q2: 3,483 shares; 2025Q3: not reported; 2025Q4: 1,212 shares 1,212 $44.4K 0.02% new Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: not reported; 2025Q4: 507 shares 507 $44.1K 0.02% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,921 shares; 2025Q1: 2,901 shares; 2025Q2: 6,845 shares; 2025Q3: 561 shares; 2025Q4: 1,268 shares 1,268 $44K 0.02% +707 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,920 shares; 2025Q2: 2,145 shares; 2025Q3: not reported; 2025Q4: 643 shares 643 $44K 0.02% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: not reported; 2025Q4: 145 shares 145 $43.8K 0.02% new Timeline BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $43.8K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 336 shares; 2025Q2: 340 shares; 2025Q3: 22 shares; 2025Q4: 169 shares 169 $43.7K 0.02% +147 Timeline ADVISORS ASSET MGMT ADVISORS ASSET MGMT More: the full row for ADVISORS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: not reported; 2025Q4: 3,370 shares 3,370 $43.7K 0.02% new EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 861 shares 861 $43.5K 0.02% new Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: not reported; 2025Q4: 1,492 shares 1,492 $43.4K 0.02% new Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,283 shares 1,283 $43.3K 0.02% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,692 shares; 2025Q1: 5,700 shares; 2025Q2: 5,714 shares; 2025Q3: not reported; 2025Q4: 5,264 shares 5,264 $43.3K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 546 shares; 2025Q2: 607 shares; 2025Q3: 20 shares; 2025Q4: 71 shares 71 $43.1K 0.02% +51 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,800 shares 2,800 $43K 0.01% new Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,615 shares; 2025Q1: 13,695 shares; 2025Q2: 9,095 shares; 2025Q3: 2,000 shares; 2025Q4: 1,200 shares 1,200 $42.6K 0.01% -800 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,923 shares; 2025Q1: 1,929 shares; 2025Q2: 5,828 shares; 2025Q3: 139 shares; 2025Q4: 1,817 shares 1,817 $42.2K 0.01% +1,678 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,538 shares; 2025Q1: 1,688 shares; 2025Q2: 2,451 shares; 2025Q3: 8 shares; 2025Q4: 928 shares 928 $42.1K 0.01% +920 Timeline BANFP BFC CAP TR II CUMULATIVE TR PF More: the full row for BFC CAP TR II CUMULATIVE TR PF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,025 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,586 shares 1,586 $42K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 28 shares; 2025Q4: 205 shares 205 $41.7K 0.01% +177 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,476 shares; 2025Q1: 5,953 shares; 2025Q2: 6,505 shares; 2025Q3: 237 shares; 2025Q4: 356 shares 356 $41.7K 0.01% +119 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: not reported; 2025Q4: 259 shares 259 $41.6K 0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares 200 $41.3K 0.01% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares 1,190 $41K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271 shares; 2025Q1: 484 shares; 2025Q2: 726 shares; 2025Q3: 38 shares; 2025Q4: 150 shares 150 $41K 0.01% +112 Timeline ASRT ASSERTIO HOLDINGS INC More: the full row for ASSERTIO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,499 shares 4,499 $40.8K 0.01% new Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,700 shares; 2025Q3: 200 shares; 2025Q4: 2,200 shares 2,200 $40.8K 0.01% +2,000 Timeline BANGOR MI PUB SCHS RFDG BANGOR MI PUB SCHS RFDG More: the full row for BANGOR MI PUB SCHS RFDG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000 $39.9K 0.01% new IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,985 shares; 2025Q3: not reported; 2025Q4: 801 shares 801 $39.8K 0.01% new Timeline MONONA GROVE WI SCH DIST MONONA GROVE WI SCH DIST More: the full row for MONONA GROVE WI SCH DIST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000 $39.7K 0.01% new BALLARD IA CMNTY SCH BALLARD IA CMNTY SCH More: the full row for BALLARD IA CMNTY SCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000 $39.5K 0.01% new PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385 shares; 2025Q1: 497 shares; 2025Q2: 551 shares; 2025Q3: 5 shares; 2025Q4: 152 shares 152 $39.4K 0.01% +147 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 23 shares; 2025Q4: 68 shares 68 $39.4K 0.01% +45 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244 shares; 2025Q1: 262 shares; 2025Q2: 278 shares; 2025Q3: not reported; 2025Q4: 119 shares 119 $39.1K 0.01% new Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 148 shares; 2025Q4: 148 shares 148 $39K 0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,109 shares; 2025Q1: 3,330 shares; 2025Q2: 2,596 shares; 2025Q3: 32 shares; 2025Q4: 1,464 shares 1,464 $38.9K 0.01% +1,432 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 293 shares; 2025Q3: 100 shares; 2025Q4: 514 shares 514 $38.8K 0.01% +414 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: not reported; 2025Q4: 315 shares 315 $38.7K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: not reported; 2025Q4: 1,520 shares 1,520 $38.7K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 574 shares; 2025Q2: 446 shares; 2025Q3: 4 shares; 2025Q4: 58 shares 58 $38.4K 0.01% +54 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,750 shares; 2025Q1: 1,751 shares; 2025Q2: 1,868 shares; 2025Q3: 1,133 shares; 2025Q4: 1,330 shares 1,330 $38.4K 0.01% +197 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,940 shares; 2025Q1: 6,105 shares; 2025Q2: 6,941 shares; 2025Q3: 18 shares; 2025Q4: 168 shares 168 $38.3K 0.01% +150 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,583 shares; 2025Q1: 4,258 shares; 2025Q2: 4,904 shares; 2025Q3: 383 shares; 2025Q4: 2,154 shares 2,154 $38.1K 0.01% +1,771 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,189 shares; 2025Q1: 1,373 shares; 2025Q2: 1,652 shares; 2025Q3: 127 shares; 2025Q4: 248 shares 248 $38K 0.01% +121 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: not reported; 2025Q4: 293 shares 293 $37.9K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,432 shares; 2025Q1: 4,145 shares; 2025Q2: 6,088 shares; 2025Q3: 272 shares; 2025Q4: 1,071 shares 1,071 $37.5K 0.01% +799 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $37.5K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: 136 shares 136 $37.5K 0.01% new Timeline NAMS NEWAMSTERDAM PHARMA COMPANY More: the full row for NEWAMSTERDAM PHARMA COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares 1,067 $37.4K 0.01% 0 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 231 shares 231 $37.4K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 193 shares 193 $37.4K 0.01% new Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,065 shares; 2025Q3: not reported; 2025Q4: 975 shares 975 $36.8K 0.01% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,660 shares; 2025Q1: 2,295 shares; 2025Q2: 2,791 shares; 2025Q3: not reported; 2025Q4: 229 shares 229 $36.7K 0.01% new Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 506 shares; 2025Q4: 230 shares 230 $36.7K 0.01% -276 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 52 shares; 2025Q2: 97 shares; 2025Q3: 6 shares; 2025Q4: 17 shares 17 $36.5K 0.01% +11 Timeline US TREASU NT 4.125 11/32UST… US TREASU NT 4.125 11/32UST NOTE … More: the full row for US TREASU NT 4.125 11/32UST NOTE DUE 11/15/32 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,000 shares 36,000 $36.4K 0.01% new WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: not reported; 2025Q4: 169 shares 169 $36.3K 0.01% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,648 shares; 2025Q1: 5,806 shares; 2025Q2: 7,676 shares; 2025Q3: not reported; 2025Q4: 3,177 shares 3,177 $36.3K 0.01% new Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,477 shares 3,477 $36K 0.01% new KEYCORP NEW DEP SHS REPSTG … KEYCORP NEW DEP SHS REPSTG 1/4 More: the full row for KEYCORP NEW DEP SHS REPSTG 1/4 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $35.5K 0.01% new TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: 391 shares 391 $35.4K 0.01% +246 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 199 shares; 2025Q3: not reported; 2025Q4: 344 shares 344 $35.3K 0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $35.3K 0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: 78 shares 78 $35K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 1,471 shares; 2025Q3: 70 shares; 2025Q4: 380 shares 380 $34.7K 0.01% +310 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,000 shares; 2025Q4: 2,000 shares 2,000 $34.6K 0.01% +1,000 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: 142 shares 142 $34.6K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,769 shares; 2025Q1: 2,174 shares; 2025Q2: 2,727 shares; 2025Q3: 240 shares; 2025Q4: 76 shares 76 $34.5K 0.01% -164 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386 shares; 2025Q1: 429 shares; 2025Q2: 224 shares; 2025Q3: not reported; 2025Q4: 38 shares 38 $34.4K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165 shares; 2025Q1: 277 shares; 2025Q2: 332 shares; 2025Q3: not reported; 2025Q4: 205 shares 205 $34.4K 0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: not reported; 2025Q4: 178 shares 178 $34.1K 0.01% new Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $34.1K 0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,950 shares; 2025Q1: 7,865 shares; 2025Q2: 11,043 shares; 2025Q3: 587 shares; 2025Q4: 1,215 shares 1,215 $34K 0.01% +628 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 778 shares 778 $34K 0.01% +578 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 943 shares; 2025Q2: 503 shares; 2025Q3: not reported; 2025Q4: 250 shares 250 $33.8K 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 315 shares; 2025Q2: 741 shares; 2025Q3: not reported; 2025Q4: 242 shares 242 $33.7K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 1,289 shares; 2025Q2: 1,609 shares; 2025Q3: 144 shares; 2025Q4: 506 shares 506 $33.6K 0.01% +362 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares 313 $33.5K 0.01% 0 Timeline RYCEY ROLLS-ROYCE HOLDINGS-SP ADR More: the full row for ROLLS-ROYCE HOLDINGS-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: not reported; 2025Q4: 2,128 shares 2,128 $33.5K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 884 shares; 2025Q2: 1,255 shares; 2025Q3: not reported; 2025Q4: 427 shares 427 $33.3K 0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: not reported; 2025Q4: 196 shares 196 $33.2K 0.01% new Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: not reported; 2025Q4: 1,269 shares 1,269 $33K 0.01% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 487 shares; 2025Q1: 316 shares; 2025Q2: 350 shares; 2025Q3: 140 shares; 2025Q4: 166 shares 166 $33K 0.01% +26 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 200 shares 200 $32.9K 0.01% new Timeline OEFA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 389 shares; 2025Q2: 1,888 shares; 2025Q3: 23 shares; 2025Q4: 980 shares 980 $32.7K 0.01% +957 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 3,478 shares; 2025Q3: 504 shares; 2025Q4: 1,339 shares 1,339 $32.2K 0.01% +835 Timeline ROG ROGERS CORP More: the full row for ROGERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $32K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: not reported; 2025Q4: 199 shares 199 $32K 0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,265 shares; 2025Q1: 1,794 shares; 2025Q2: 2,705 shares; 2025Q3: 130 shares; 2025Q4: 643 shares 643 $31.9K 0.01% +513 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: not reported; 2025Q4: 350 shares 350 $31.8K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares 380 $31.5K 0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,004 shares 3,004 $31.5K 0.01% new US TREASURY 5.5 08/28UST BO… US TREASURY 5.5 08/28UST BOND DUE… More: the full row for US TREASURY 5.5 08/28UST BOND DUE 08/15/28 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $31.5K 0.01% new FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,900 shares; 2025Q2: 3,400 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $31.2K 0.01% 0 Timeline APPLE INC APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,000 shares 34,000 $31.2K 0.01% new BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,067 shares; 2025Q3: 142 shares; 2025Q4: 358 shares 358 $31.2K 0.01% +216 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 898 shares; 2025Q3: not reported; 2025Q4: 305 shares 305 $31.2K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 633 shares; 2025Q2: 983 shares; 2025Q3: not reported; 2025Q4: 806 shares 806 $30.9K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 390 shares; 2025Q1: 533 shares; 2025Q2: 535 shares; 2025Q3: not reported; 2025Q4: 390 shares 390 $30.7K 0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: not reported; 2025Q4: 2,526 shares 2,526 $30.4K 0.01% new IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: 1,560 shares; 2025Q2: 3,004 shares; 2025Q3: not reported; 2025Q4: 725 shares 725 $30.4K 0.01% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 853 shares; 2025Q3: not reported; 2025Q4: 327 shares 327 $30.2K 0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,242 shares; 2025Q1: 1,345 shares; 2025Q2: 1,465 shares; 2025Q3: 194 shares; 2025Q4: 576 shares 576 $30.2K 0.01% +382 Timeline BERRIEN SPRINGS MI PUB BERRIEN SPRINGS MI PUB More: the full row for BERRIEN SPRINGS MI PUB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $30K 0.01% new GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares 400 $29.9K 0.01% new Timeline FEDERAL FARM CREDIT BANK FEDERAL FARM CREDIT BANK More: the full row for FEDERAL FARM CREDIT BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $29.9K 0.01% new WASHINGTON CNTY MD PUB WASHINGTON CNTY MD PUB More: the full row for WASHINGTON CNTY MD PUB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $29.8K 0.01% new OKLAHOMA CNTY OK INDPT OKLAHOMA CNTY OK INDPT More: the full row for OKLAHOMA CNTY OK INDPT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $29.8K 0.01% new VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 111 shares; 2025Q2: 96 shares; 2025Q3: not reported; 2025Q4: 39 shares 39 $29.5K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,279 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: not reported; 2025Q4: 1,115 shares 1,115 $29.2K 0.01% new Timeline HAMPSHIRE CNTY WV BRD ED HAMPSHIRE CNTY WV BRD ED More: the full row for HAMPSHIRE CNTY WV BRD ED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $29K 0.01% new FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,093 shares; 2025Q1: 2,611 shares; 2025Q2: 2,617 shares; 2025Q3: not reported; 2025Q4: 2,626 shares 2,626 $29K 0.01% new FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,663 shares 2,663 $28.9K 0.01% new SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,027 shares 2,027 $28.9K 0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,456 shares; 2025Q1: 13,913 shares; 2025Q2: 16,503 shares; 2025Q3: 44 shares; 2025Q4: 282 shares 282 $28.9K 0.01% +238 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: 68 shares 68 $28.7K 0.01% new Timeline URBANDALE IA GO URBAN URBANDALE IA GO URBAN More: the full row for URBANDALE IA GO URBAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $28.5K 0.01% new DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 308 shares; 2025Q2: 324 shares; 2025Q3: 15 shares; 2025Q4: 154 shares 154 $28.3K 0.01% +139 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares 300 $28.3K 0.01% new Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,452 shares; 2025Q1: 8,386 shares; 2025Q2: 1,537 shares; 2025Q3: 1,813 shares; 2025Q4: 600 shares 600 $28.2K 0.01% -1,213 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,287 shares; 2025Q1: 2,827 shares; 2025Q2: 3,313 shares; 2025Q3: 212 shares; 2025Q4: 1,225 shares 1,225 $28.2K 0.01% +1,013 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 514 shares; 2025Q1: 1,245 shares; 2025Q2: 1,109 shares; 2025Q3: not reported; 2025Q4: 246 shares 246 $28K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 59 shares 59 $27.7K 0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 323 shares; 2025Q2: 325 shares; 2025Q3: not reported; 2025Q4: 54 shares 54 $27.6K 0.01% new Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares 266 $27.6K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: 236 shares 236 $27.4K 0.01% new Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $27.3K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 311 shares; 2025Q2: 301 shares; 2025Q3: 50 shares; 2025Q4: 215 shares 215 $27.1K 0.01% +165 Timeline THE PNC FINL SERV VAR 33 DU… THE PNC FINL SERV VAR 33 DUE 10/2… More: the full row for THE PNC FINL SERV VAR 33 DUE 10/28/33 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $27K 0.01% new BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $26.8K 0.01% new Timeline UNCRY UNICREDIT SPA-ADR More: the full row for UNICREDIT SPA-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: not reported; 2025Q4: 640 shares 640 $26.5K 0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 1,517 shares; 2025Q3: not reported; 2025Q4: 566 shares 566 $26.5K 0.01% new Timeline ALPHABET INC ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $26.4K 0.01% new LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: 105 shares 105 $26.3K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: not reported; 2025Q4: 462 shares 462 $26.2K 0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,478 shares 2,478 $26.1K 0.01% new PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 223 shares; 2025Q3: not reported; 2025Q4: 295 shares 295 $26K 0.01% new Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: not reported; 2025Q4: 865 shares 865 $25.9K 0.01% new Timeline MORGAN STANLEY PVT BK CD MORGAN STANLEY PVT BK CD More: the full row for MORGAN STANLEY PVT BK CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25.7K 0.01% new FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,760 shares; 2025Q1: 3,260 shares; 2025Q2: 3,390 shares; 2025Q3: not reported; 2025Q4: 1,730 shares 1,730 $25.6K 0.01% new Timeline MORGAN STANLEY BK NA CD MORGAN STANLEY BK NA CD More: the full row for MORGAN STANLEY BK NA CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25.6K 0.01% new ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 142 shares 142 $25.6K 0.01% +140 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 568 shares; 2025Q1: not reported; 2025Q2: 1,025 shares; 2025Q3: not reported; 2025Q4: 511 shares 511 $25.5K 0.01% new Timeline UNITED FIDELITY BK FS CD UNITED FIDELITY BK FS CD More: the full row for UNITED FIDELITY BK FS CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25.5K 0.01% new HBANL HUNTINGTON BANCSHARE SHS REPST More: the full row for HUNTINGTON BANCSHARE SHS REPST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $25.4K 0.01% new Timeline UBS BANK USA CD UBS BANK USA CD More: the full row for UBS BANK USA CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25.4K 0.01% new FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,485 shares 2,485 $25.4K 0.01% new ESLOY ESSILORLUXOT-UNSPON ADR More: the full row for ESSILORLUXOT-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: not reported; 2025Q4: 160 shares 160 $25.3K 0.01% new Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: not reported; 2025Q4: 168 shares 168 $25.3K 0.01% new Timeline UBS BANK USA CD UBS BANK USA CD More: the full row for UBS BANK USA CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25.3K 0.01% new HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 2,325 shares; 2025Q2: 2,947 shares; 2025Q3: 23 shares; 2025Q4: 57 shares 57 $25.3K 0.01% +34 Timeline SYNCHRONY BANK CD SYNCHRONY BANK CD More: the full row for SYNCHRONY BANK CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25.3K 0.01% new MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 318 shares; 2025Q2: 466 shares; 2025Q3: not reported; 2025Q4: 116 shares 116 $25.2K 0.01% new Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 443 shares; 2025Q3: not reported; 2025Q4: 362 shares 362 $25.2K 0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 345 shares; 2025Q3: not reported; 2025Q4: 203 shares 203 $25.2K 0.01% new Timeline MORGAN STANLEY BK NA CD MORGAN STANLEY BK NA CD More: the full row for MORGAN STANLEY BK NA CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25.2K 0.01% new TOYOTA FINL SGS BK CD TOYOTA FINL SGS BK CD More: the full row for TOYOTA FINL SGS BK CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25.2K 0.01% new STATE BANK OF INDIA CD STATE BANK OF INDIA CD More: the full row for STATE BANK OF INDIA CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25.1K 0.01% new UBS BANK USA CD UBS BANK USA CD More: the full row for UBS BANK USA CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25.1K 0.01% new EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 526 shares; 2025Q3: 5 shares; 2025Q4: 291 shares 291 $25.1K 0.01% +286 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,795 shares; 2025Q1: 14,015 shares; 2025Q2: 14,519 shares; 2025Q3: not reported; 2025Q4: 975 shares 975 $25.1K 0.01% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $25K 0.01% 0 Timeline BANK OF INDIA NY CD BANK OF INDIA NY CD More: the full row for BANK OF INDIA NY CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $25K 0.01% new JPMORGAN CHASE & JPMORGAN CHASE & More: the full row for JPMORGAN CHASE & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $24.9K 0.01% new VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: 120 shares 120 $24.9K 0.01% new Timeline WASHOE CNTY NV SCH DIST WASHOE CNTY NV SCH DIST More: the full row for WASHOE CNTY NV SCH DIST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $24.8K 0.01% new SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 110 shares; 2025Q3: not reported; 2025Q4: 72 shares 72 $24.8K 0.01% new Timeline HARRIS MONTGOMERY CNTYS HARRIS MONTGOMERY CNTYS More: the full row for HARRIS MONTGOMERY CNTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $24.7K 0.01% new FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,106 shares; 2025Q2: 3,624 shares; 2025Q3: not reported; 2025Q4: 2,114 shares 2,114 $24.7K 0.01% new SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,069 shares; 2025Q1: 1,377 shares; 2025Q2: 1,126 shares; 2025Q3: 15 shares; 2025Q4: 199 shares 199 $24.7K 0.01% +184 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 518 shares; 2025Q1: 313 shares; 2025Q2: 368 shares; 2025Q3: 41 shares; 2025Q4: 241 shares 241 $24.5K 0.01% +200 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 759 shares; 2025Q2: 597 shares; 2025Q3: not reported; 2025Q4: 675 shares 675 $24.5K 0.01% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: 128 shares 128 $24.5K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,688 shares; 2025Q1: 1,707 shares; 2025Q2: 1,816 shares; 2025Q3: 6 shares; 2025Q4: 176 shares 176 $24.3K 0.01% +170 Timeline AAM AAM More: the full row for AAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,994 shares; 2025Q4: 1,994 shares 1,994 $24.1K 0.01% 0 ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,190 shares; 2025Q1: 38,255 shares; 2025Q2: 35,615 shares; 2025Q3: not reported; 2025Q4: 1,675 shares 1,675 $24.1K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,281 shares; 2025Q1: 528 shares; 2025Q2: 820 shares; 2025Q3: 13 shares; 2025Q4: 285 shares 285 $24K 0.01% +272 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 928 shares; 2025Q2: 1,356 shares; 2025Q3: not reported; 2025Q4: 472 shares 472 $24K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 317 shares; 2025Q1: 2,158 shares; 2025Q2: 1,967 shares; 2025Q3: not reported; 2025Q4: 688 shares 688 $23.9K 0.01% new Timeline DENTON CNTY TX FRESH WTR DENTON CNTY TX FRESH WTR More: the full row for DENTON CNTY TX FRESH WTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $23.7K 0.01% new REGIONAL SCH UNIT 21 ME REGIONAL SCH UNIT 21 ME More: the full row for REGIONAL SCH UNIT 21 ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $23.6K 0.01% new FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,318 shares 2,318 $23.6K 0.01% new QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,300 shares 2,300 $23.6K 0.01% +800 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: not reported; 2025Q4: 142 shares 142 $23.6K 0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,280 shares; 2025Q1: 699 shares; 2025Q2: 2,204 shares; 2025Q3: not reported; 2025Q4: 290 shares 290 $23.5K 0.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: not reported; 2025Q4: 165 shares 165 $23.3K 0.01% new Timeline LKNCY LUCKIN COFFEE INC ADR (CYM) More: the full row for LUCKIN COFFEE INC ADR (CYM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,821 shares; 2025Q1: 5,821 shares; 2025Q2: 8,244 shares; 2025Q3: not reported; 2025Q4: 693 shares 693 $23.2K 0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 244 shares; 2025Q2: 424 shares; 2025Q3: not reported; 2025Q4: 105 shares 105 $23.1K 0.01% new Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239 shares 239 $23K 0.01% new Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $22.9K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,584 shares; 2025Q1: 2,057 shares; 2025Q2: 1,902 shares; 2025Q3: 102 shares; 2025Q4: 432 shares 432 $22.8K 0.01% +330 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: not reported; 2025Q4: 295 shares 295 $22.8K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 7,584 shares; 2025Q3: 151 shares; 2025Q4: 809 shares 809 $22.7K 0.01% +658 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares 1,943 $22.4K 0.01% 0 IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: not reported; 2025Q4: 106 shares 106 $22.3K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $22.3K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: 147 shares 147 $22.2K 0.01% new Timeline FIRST TRUST PORTFOLOS LP FIRST TRUST PORTFOLOS LP More: the full row for FIRST TRUST PORTFOLOS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,559 shares; 2025Q3: not reported; 2025Q4: 2,057 shares 2,057 $22.2K 0.01% new SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 90 shares; 2025Q2: 119 shares; 2025Q3: 50 shares; 2025Q4: 227 shares 227 $22.2K 0.01% +177 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $22.2K 0.01% new Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: not reported; 2025Q4: 563 shares 563 $22.1K 0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 808 shares; 2025Q3: not reported; 2025Q4: 583 shares 583 $22.1K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 116 shares; 2025Q2: 222 shares; 2025Q3: 3 shares; 2025Q4: 63 shares 63 $22K 0.01% +60 Timeline BANK OF AMERICA NA CD BANK OF AMERICA NA CD More: the full row for BANK OF AMERICA NA CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares 22,000 $22K 0.01% new ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 643 shares; 2025Q2: 642 shares; 2025Q3: 5 shares; 2025Q4: 84 shares 84 $22K 0.01% +79 Timeline ADYEY ADYEN NV-UNSPON ADR More: the full row for ADYEN NV-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: not reported; 2025Q4: 1,376 shares 1,376 $22K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,632 shares; 2025Q1: 1,976 shares; 2025Q2: 2,153 shares; 2025Q3: 93 shares; 2025Q4: 296 shares 296 $21.8K 0.01% +203 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,427 shares; 2025Q1: 1,437 shares; 2025Q2: 1,438 shares; 2025Q3: not reported; 2025Q4: 299 shares 299 $21.7K 0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,228 shares 2,228 $21.6K 0.01% new ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 606 shares; 2025Q2: 706 shares; 2025Q3: not reported; 2025Q4: 250 shares 250 $21.6K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: 482 shares 482 $21.4K 0.01% new Timeline ADVISORS ASSET MGMT ADVISORS ASSET MGMT More: the full row for ADVISORS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: not reported; 2025Q4: 1,914 shares 1,914 $21.4K 0.01% new INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 2,300 shares; 2025Q3: 200 shares; 2025Q4: 1,200 shares 1,200 $21.4K 0.01% +1,000 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 390 shares; 2025Q1: not reported; 2025Q2: 908 shares; 2025Q3: not reported; 2025Q4: 390 shares 390 $21.4K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 125 shares 125 $21.3K 0.01% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 2,467 shares; 2025Q2: 5,698 shares; 2025Q3: not reported; 2025Q4: 950 shares 950 $21.2K 0.01% new Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares 60 $21.2K 0.01% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: not reported; 2025Q4: 144 shares 144 $21.2K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 300 shares; 2025Q4: 315 shares 315 $21.1K 0.01% +15 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760 shares 760 $21K 0.01% new Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: not reported; 2025Q4: 360 shares 360 $21K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 707 shares; 2025Q1: 432 shares; 2025Q2: 886 shares; 2025Q3: not reported; 2025Q4: 140 shares 140 $20.8K 0.01% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 444 shares 444 $20.8K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,580 shares; 2025Q1: 3,131 shares; 2025Q2: 5,432 shares; 2025Q3: 142 shares; 2025Q4: 1,290 shares 1,290 $20.7K 0.01% +1,148 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares 317 $20.7K 0.01% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: 175 shares 175 $20.7K 0.01% new Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,001 shares 2,001 $20.7K 0.01% new FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,931 shares; 2025Q3: not reported; 2025Q4: 1,901 shares 1,901 $20.7K 0.01% new KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 2,400 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $20.6K 0.01% 0 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,940 shares 1,940 $20.6K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 1,825 shares; 2025Q3: not reported; 2025Q4: 500 shares 500 $20.5K 0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 319 shares; 2025Q2: 349 shares; 2025Q3: not reported; 2025Q4: 194 shares 194 $20.5K 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,253 shares; 2025Q3: 60 shares; 2025Q4: 285 shares 285 $20.4K 0.01% +225 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 346 shares; 2025Q2: 340 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205 $20.3K 0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 133 shares; 2025Q4: 239 shares 239 $20.1K 0.01% +106 Timeline BLOOMINGTON IN SER A G/O BLOOMINGTON IN SER A G/O More: the full row for BLOOMINGTON IN SER A G/O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $20.1K 0.01% new BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares 48 $20K 0.01% new Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: not reported; 2025Q4: 114 shares 114 $20K 0.01% new Timeline WESTFIELD WA IN MLTI SCH WESTFIELD WA IN MLTI SCH More: the full row for WESTFIELD WA IN MLTI SCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $20K 0.01% new IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,052 shares; 2025Q1: 1,752 shares; 2025Q2: 235 shares; 2025Q3: 200 shares; 2025Q4: 224 shares 224 $20K 0.01% +24 Timeline WARREN MI CAP IMPT G/O WARREN MI CAP IMPT G/O More: the full row for WARREN MI CAP IMPT G/O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $20K 0.01% new LOEWS CORP LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $20K 0.01% new WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 503 shares; 2025Q1: 507 shares; 2025Q2: 511 shares; 2025Q3: not reported; 2025Q4: 520 shares 520 $20K 0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: not reported; 2025Q4: 1,137 shares 1,137 $19.9K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,380 shares; 2025Q1: 8,085 shares; 2025Q2: 1,650 shares; 2025Q3: not reported; 2025Q4: 892 shares 892 $19.9K 0.01% new Timeline IDEXY INDITEX-UNSPON ADR More: the full row for INDITEX-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 1,204 shares; 2025Q3: not reported; 2025Q4: 1,204 shares 1,204 $19.9K 0.01% new Timeline FISHERS IN REDEV DIST FISHERS IN REDEV DIST More: the full row for FISHERS IN REDEV DIST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $19.8K 0.01% new JEFFERSON CITY TN GO JEFFERSON CITY TN GO More: the full row for JEFFERSON CITY TN GO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $19.7K 0.01% new DOW CHEMICAL CO/THE DOW CHEMICAL CO/THE More: the full row for DOW CHEMICAL CO/THE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $19.6K 0.01% new EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,076 shares; 2025Q1: 2,391 shares; 2025Q2: 2,391 shares; 2025Q3: not reported; 2025Q4: 983 shares 983 $19.5K 0.01% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,535 shares; 2025Q1: 2,608 shares; 2025Q2: 4,335 shares; 2025Q3: 50 shares; 2025Q4: 701 shares 701 $19.5K 0.01% +651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: not reported; 2025Q4: 986 shares 986 $19.4K 0.01% new Timeline INDIANA MUN PWR AGY PWR INDIANA MUN PWR AGY PWR More: the full row for INDIANA MUN PWR AGY PWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $19.4K 0.01% new HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares 777 $19.3K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,666 shares; 2025Q1: 1,969 shares; 2025Q2: 2,091 shares; 2025Q3: 34 shares; 2025Q4: 356 shares 356 $19.1K 0.01% +322 Timeline CHEVRON USA INC CHEVRON USA INC More: the full row for CHEVRON USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $19.1K 0.01% new NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,111 shares; 2025Q1: 4,111 shares; 2025Q2: 4,111 shares; 2025Q3: 4,111 shares; 2025Q4: 4,111 shares 4,111 $19K 0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $18.9K 0.01% new Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 240 shares 240 $18.9K 0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: not reported; 2025Q4: 1,485 shares 1,485 $18.7K 0.01% new BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 655 shares; 2025Q1: 439 shares; 2025Q2: 409 shares; 2025Q3: not reported; 2025Q4: 180 shares 180 $18.5K 0.01% new Timeline HTHIY HITACHI LTD -ADR More: the full row for HITACHI LTD -ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: not reported; 2025Q4: 588 shares 588 $18.3K 0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 183 shares; 2025Q4: 100 shares 100 $17.9K 0.01% -83 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $17.7K 0.01% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: 117 shares 117 $17.6K 0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,150 shares; 2025Q2: 3,186 shares; 2025Q3: not reported; 2025Q4: 150 shares 150 $17.6K 0.01% new Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 72 shares; 2025Q4: 594 shares 594 $17.6K 0.01% +522 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,407 shares; 2025Q1: 4,407 shares; 2025Q2: 4,407 shares; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $17.5K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,943 shares; 2025Q1: 4,149 shares; 2025Q2: 4,962 shares; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $17.4K 0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: not reported; 2025Q4: 1,910 shares 1,910 $17.3K 0.01% new FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,203 shares; 2025Q1: 1,265 shares; 2025Q2: 1,257 shares; 2025Q3: 23 shares; 2025Q4: 83 shares 83 $17.3K 0.01% +60 Timeline AMADY AMADEUS IT GROUP SA ADS UNSPON More: the full row for AMADEUS IT GROUP SA ADS UNSPON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: not reported; 2025Q4: 234 shares 234 $17.2K 0.01% new Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: not reported; 2025Q4: 224 shares 224 $17.1K 0.01% new Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: not reported; 2025Q4: 339 shares 339 $17.1K 0.01% new Timeline UNITED STATES TREAS BDS UNITED STATES TREAS BDS More: the full row for UNITED STATES TREAS BDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares 8,000 $17.1K 0.01% new QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares 650 $17K 0.01% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares 110 $16.9K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 25 shares 25 $16.9K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: 33 shares 33 $16.9K 0.01% new Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares 1,695 $16.8K 0.01% new FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 348 shares 348 $16.8K 0.01% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 65 shares 65 $16.8K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,362 shares; 2025Q2: 1,480 shares; 2025Q3: not reported; 2025Q4: 226 shares 226 $16.7K 0.01% new Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares 295 $16.6K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: not reported; 2025Q4: 109 shares 109 $16.6K 0.01% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,512 shares; 2025Q1: 3,871 shares; 2025Q2: 180 shares; 2025Q3: 18 shares; 2025Q4: 80 shares 80 $16.5K 0.01% +62 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: not reported; 2025Q4: 466 shares 466 $16.5K 0.01% new Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,317 shares; 2025Q1: 7,317 shares; 2025Q2: 8,417 shares; 2025Q3: 800 shares; 2025Q4: 2,100 shares 2,100 $16.4K 0.01% +1,300 Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,526 shares; 2025Q2: 4,251 shares; 2025Q3: not reported; 2025Q4: 1,544 shares 1,544 $16.4K 0.01% new VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,958 shares; 2025Q1: 2,942 shares; 2025Q2: 4,035 shares; 2025Q3: not reported; 2025Q4: 196 shares 196 $16.4K 0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: not reported; 2025Q4: 1,355 shares 1,355 $16.2K 0.01% new FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: 2,683 shares; 2025Q3: not reported; 2025Q4: 1,557 shares 1,557 $16.1K 0.01% new FIRST TRUST PORTFLIOS LP FIRST TRUST PORTFLIOS LP More: the full row for FIRST TRUST PORTFLIOS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,238 shares; 2025Q3: not reported; 2025Q4: 1,246 shares 1,246 $16.1K 0.01% new ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 610 shares 610 $16.1K 0.01% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337 shares 337 $16.1K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 1 shares; 2025Q4: 41 shares 41 $16K 0.01% +40 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 600 shares 600 $15.8K 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares; 2025Q3: not reported; 2025Q4: 4,069 shares 4,069 $15.6K 0.01% new Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares 1,538 $15.5K 0.01% new FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,309 shares; 2025Q1: 3,063 shares; 2025Q2: 4,554 shares; 2025Q3: not reported; 2025Q4: 167 shares 167 $15.5K 0.01% new Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,627 shares; 2025Q2: 2,383 shares; 2025Q3: not reported; 2025Q4: 258 shares 258 $15.5K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 828 shares; 2025Q2: 866 shares; 2025Q3: 43 shares; 2025Q4: 177 shares 177 $15.5K 0.01% +134 Timeline FREDERICK CNTY MD SPL FREDERICK CNTY MD SPL More: the full row for FREDERICK CNTY MD SPL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $15.5K 0.01% new MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 769 shares; 2025Q2: 1,198 shares; 2025Q3: not reported; 2025Q4: 196 shares 196 $15.5K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 900 shares; 2025Q2: 1,359 shares; 2025Q3: 27 shares; 2025Q4: 140 shares 140 $15.4K 0.01% +113 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 841 shares; 2025Q1: 1,366 shares; 2025Q2: 1,371 shares; 2025Q3: not reported; 2025Q4: 1,375 shares 1,375 $15.4K 0.01% new MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 38 shares; 2025Q3: 10 shares; 2025Q4: 11 shares 11 $15.3K 0.01% +1 Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares 1,486 $15.3K 0.01% new RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: not reported; 2025Q4: 393 shares 393 $15.2K 0.01% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $15.1K 0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: not reported; 2025Q4: 1,445 shares 1,445 $15.1K 0.01% new Timeline Hilton Domestic Operating C… Hilton Domestic Operating Co Inc More: the full row for Hilton Domestic Operating Co Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $15.1K 0.01% new CONSTANTINE MI PUB SCHS CONSTANTINE MI PUB SCHS More: the full row for CONSTANTINE MI PUB SCHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $15K 0.01% new PRINCE GEORGES CNTY MD PRINCE GEORGES CNTY MD More: the full row for PRINCE GEORGES CNTY MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $15K 0.01% new SUNRISE FL PK REC & SUNRISE FL PK REC & More: the full row for SUNRISE FL PK REC & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $15K 0.01% new THE WALT DISNEY C 5.4 43 DU… THE WALT DISNEY C 5.4 43 DUE 10/0… More: the full row for THE WALT DISNEY C 5.4 43 DUE 10/01/43 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $15K 0.01% new PALM BAY FL GO BDS 2019 PALM BAY FL GO BDS 2019 More: the full row for PALM BAY FL GO BDS 2019 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $14.9K 0.01% new URAA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares 475 $14.8K 0.01% new Timeline ENGIY ENGIE-SPON ADR More: the full row for ENGIE-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: not reported; 2025Q4: 565 shares 565 $14.8K 0.01% new Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 526 shares; 2025Q3: 82 shares; 2025Q4: 189 shares 189 $14.8K 0.01% +107 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,149 shares; 2025Q3: 265 shares; 2025Q4: 511 shares 511 $14.8K 0.01% +246 Timeline LEGGETT & PLATT INC 3.5 11/… LEGGETT & PLATT INC 3.5 11/15/2027 More: the full row for LEGGETT & PLATT INC 3.5 11/15/2027 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $14.8K 0.01% new FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 321 shares 321 $14.8K 0.01% new Timeline HASBRO INC HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $14.8K 0.01% new HARFORD CNTY MD CONS PUB HARFORD CNTY MD CONS PUB More: the full row for HARFORD CNTY MD CONS PUB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $14.7K 0.01% new FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 1,356 shares; 2025Q3: not reported; 2025Q4: 1,372 shares 1,372 $14.7K 0.01% new BRENTWOOD TN GO PUB IMPT BRENTWOOD TN GO PUB IMPT More: the full row for BRENTWOOD TN GO PUB IMPT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $14.6K 0.01% new WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $14.5K 0.01% new JPMORGAN CHASE & CO JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $14.5K 0.01% new IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: not reported; 2025Q4: 320 shares 320 $14.4K 0.01% new Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 300 shares 300 $14.3K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: not reported; 2025Q4: 162 shares 162 $14.2K <0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares 166 $14.1K <0.01% 0 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares 1,230 $14K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,431 shares; 2025Q1: 355 shares; 2025Q2: 614 shares; 2025Q3: 42 shares; 2025Q4: 107 shares 107 $14K <0.01% +65 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares 224 $14K <0.01% new Timeline CMS ENERGY CORP DEP SHS REP… CMS ENERGY CORP DEP SHS REPSTG More: the full row for CMS ENERGY CORP DEP SHS REPSTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $14K <0.01% new CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $13.9K <0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $13.9K <0.01% new Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: 350 shares 350 $13.8K <0.01% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,463 shares; 2025Q1: 9,463 shares; 2025Q2: 7,463 shares; 2025Q3: not reported; 2025Q4: 1,410 shares 1,410 $13.7K <0.01% new Timeline EADSY AIRBUS SE - UNSP ADR More: the full row for AIRBUS SE - UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: not reported; 2025Q4: 237 shares 237 $13.7K <0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,487 shares; 2025Q2: 5,450 shares; 2025Q3: not reported; 2025Q4: 828 shares 828 $13.7K <0.01% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 65 shares 65 $13.6K <0.01% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 402 shares; 2025Q2: 325 shares; 2025Q3: 7 shares; 2025Q4: 70 shares 70 $13.5K <0.01% +63 Timeline LSEGY LONDON STOCK EX GRP ADR SPON More: the full row for LONDON STOCK EX GRP ADR SPON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 442 shares 442 $13.5K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 68 shares; 2025Q2: 1,400 shares; 2025Q3: 109 shares; 2025Q4: 23 shares 23 $13.4K <0.01% -86 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: not reported; 2025Q4: 1,175 shares 1,175 $13.4K <0.01% new MSPRO MORGAN STANLEY DEP SHS EACH RE More: the full row for MORGAN STANLEY DEP SHS EACH RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares 750 $13.2K <0.01% new Timeline BANK AMER CORP DEP SHS REPS… BANK AMER CORP DEP SHS REPSTG More: the full row for BANK AMER CORP DEP SHS REPSTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $13.2K <0.01% new NBIL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares 1,454 $13.1K <0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,758 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: not reported; 2025Q4: 800 shares 800 $13.1K <0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,352 shares 1,352 $13.1K <0.01% new COMERICA INC-CALLABLE COMERICA INC-CALLABLE More: the full row for COMERICA INC-CALLABLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $13.1K <0.01% new GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 340 shares; 2025Q2: 481 shares; 2025Q3: 8 shares; 2025Q4: 159 shares 159 $13K <0.01% +151 Timeline TRIAD BUSINESS BANK CD TRIAD BUSINESS BANK CD More: the full row for TRIAD BUSINESS BANK CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $13K <0.01% new BAESY BAE SYSTEMS PLC -SPON ADR More: the full row for BAE SYSTEMS PLC -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: not reported; 2025Q4: 139 shares 139 $12.9K <0.01% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $12.9K <0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: not reported; 2025Q4: 1,140 shares 1,140 $12.8K <0.01% new BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares 325 $12.6K <0.01% new Timeline JPMORGAN CHASE & CO JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $12.6K <0.01% new NRILY NOMURA RESH INST LTD ADR NEW(J More: the full row for NOMURA RESH INST LTD ADR NEW(J Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: not reported; 2025Q4: 330 shares 330 $12.6K <0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 500 shares; 2025Q4: 750 shares 750 $12.6K <0.01% +250 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 690 shares; 2025Q3: 37 shares; 2025Q4: 397 shares 397 $12.4K <0.01% +360 Timeline DIGITAL RLTY TR INC PFD SER… DIGITAL RLTY TR INC PFD SER L More: the full row for DIGITAL RLTY TR INC PFD SER L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $12.3K <0.01% new KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 588 shares; 2025Q2: 758 shares; 2025Q3: 500 shares; 2025Q4: 505 shares 505 $12.2K <0.01% +5 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,528 shares; 2025Q1: 25 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 36 shares 36 $12.2K <0.01% new Timeline LRLCY L'OREAL-UNSPONSORED ADR More: the full row for L'OREAL-UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: 142 shares 142 $12.2K <0.01% new Timeline TPRA AT&T INC DEP SHS REPSTG 1/1000 More: the full row for AT&T INC DEP SHS REPSTG 1/1000 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $12.1K <0.01% new Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,518 shares; 2025Q2: 2,527 shares; 2025Q3: not reported; 2025Q4: 1,116 shares 1,116 $12K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 333 shares; 2025Q3: not reported; 2025Q4: 202 shares 202 $11.9K <0.01% new Timeline ADVISORS ASSET MGMT ADVISORS ASSET MGMT More: the full row for ADVISORS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,156 shares 1,156 $11.9K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 300 shares; 2025Q3: 100 shares; 2025Q4: 300 shares 300 $11.8K <0.01% +200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 461 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: not reported; 2025Q4: 45 shares 45 $11.8K <0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: not reported; 2025Q4: 42 shares 42 $11.7K <0.01% new Timeline EPOAY EPIROC AB-SPON ADR More: the full row for EPIROC AB-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: not reported; 2025Q4: 519 shares 519 $11.7K <0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares 200 $11.7K <0.01% new Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: not reported; 2025Q4: 419 shares 419 $11.6K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,962 shares; 2025Q1: 4,079 shares; 2025Q2: 5,042 shares; 2025Q3: 372 shares; 2025Q4: 116 shares 116 $11.6K <0.01% -256 Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: not reported; 2025Q4: 945 shares 945 $11.4K <0.01% new DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 2,015 shares; 2025Q2: 1,965 shares; 2025Q3: not reported; 2025Q4: 100 shares 100 $11.4K <0.01% new Timeline DNBBY DNB BANK ASA - SPN ADR More: the full row for DNB BANK ASA - SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: not reported; 2025Q4: 406 shares 406 $11.3K <0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: 163 shares; 2025Q2: 233 shares; 2025Q3: not reported; 2025Q4: 85 shares 85 $11.2K <0.01% new Timeline IMBBY IMPERIAL BRANDS PLC-SPON ADR More: the full row for IMPERIAL BRANDS PLC-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: 266 shares 266 $11.2K <0.01% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: not reported; 2025Q4: 114 shares 114 $11.1K <0.01% new Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $11K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 891 shares; 2025Q1: 953 shares; 2025Q2: 1,050 shares; 2025Q3: 20 shares; 2025Q4: 139 shares 139 $11K <0.01% +119 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $11K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 259 shares; 2025Q3: not reported; 2025Q4: 80 shares 80 $10.9K <0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 949 shares 949 $10.9K <0.01% new IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $10.8K <0.01% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $10.8K <0.01% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: not reported; 2025Q4: 168 shares 168 $10.7K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 849 shares; 2025Q1: 630 shares; 2025Q2: 915 shares; 2025Q3: 396 shares; 2025Q4: 396 shares 396 $10.7K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares 78 $10.7K <0.01% 0 Timeline APPALACHIAN POWER CO APPALACHIAN POWER CO More: the full row for APPALACHIAN POWER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10.6K <0.01% new CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $10.5K <0.01% 0 Timeline IBDRY IBERDROLA SA-SPONSORED ADR More: the full row for IBERDROLA SA-SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: 121 shares 121 $10.5K <0.01% new Timeline NEW YORK NY CITY TRNSTNL NEW YORK NY CITY TRNSTNL More: the full row for NEW YORK NY CITY TRNSTNL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10.4K <0.01% new STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: not reported; 2025Q4: 79 shares 79 $10.3K <0.01% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,111 shares; 2025Q1: 907 shares; 2025Q2: 1,092 shares; 2025Q3: 85 shares; 2025Q4: 192 shares 192 $10.3K <0.01% +107 Timeline AIQUY AIR LIQUIDE-UNSPONSORED ADR More: the full row for AIR LIQUIDE-UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: not reported; 2025Q4: 273 shares 273 $10.3K <0.01% new Timeline FJTSY FUJITSU LTD - UNSPON ADR More: the full row for FUJITSU LTD - UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: not reported; 2025Q4: 376 shares 376 $10.2K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 181 shares; 2025Q2: 198 shares; 2025Q3: 21 shares; 2025Q4: 181 shares 181 $10.2K <0.01% +160 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 410 shares 410 $10.2K <0.01% new Timeline HKXCY HONG KONG EXCHANGES-UNSP ADR More: the full row for HONG KONG EXCHANGES-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: not reported; 2025Q4: 194 shares 194 $10.1K <0.01% new Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $10.1K <0.01% new Timeline CAPITAL ONE FINANCIAL CO CAPITAL ONE FINANCIAL CO More: the full row for CAPITAL ONE FINANCIAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $10K <0.01% new GALESBURG AUGUSTA MI GALESBURG AUGUSTA MI More: the full row for GALESBURG AUGUSTA MI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new WESTBROOK ME 2011 WESTBROOK ME 2011 More: the full row for WESTBROOK ME 2011 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new SAFRA NATIONAL BANK CD SAFRA NATIONAL BANK CD More: the full row for SAFRA NATIONAL BANK CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new CAPE CORAL FL SPL OBLIG CAPE CORAL FL SPL OBLIG More: the full row for CAPE CORAL FL SPL OBLIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new HURON VLY MI SCH DIST GO HURON VLY MI SCH DIST GO More: the full row for HURON VLY MI SCH DIST GO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new DECATUR IN SWR REV B\E DECATUR IN SWR REV B\E More: the full row for DECATUR IN SWR REV B\E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new PROVIDENCE R I SER A G/O PROVIDENCE R I SER A G/O More: the full row for PROVIDENCE R I SER A G/O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new HOMESTEAD FL G/O UNLTD HOMESTEAD FL G/O UNLTD More: the full row for HOMESTEAD FL G/O UNLTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new KALAMAZOO MI PUB SCHS KALAMAZOO MI PUB SCHS More: the full row for KALAMAZOO MI PUB SCHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new PORT ST LUCIE FL CMNTY PORT ST LUCIE FL CMNTY More: the full row for PORT ST LUCIE FL CMNTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new GOLDMAN SACHS GRP INC GOLDMAN SACHS GRP INC More: the full row for GOLDMAN SACHS GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new ORACLE CORP ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $10K <0.01% new JPMORGAN CHASE & CO JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.99K <0.01% new ALCOA TN GO BDS 2018 G/O ALCOA TN GO BDS 2018 G/O More: the full row for ALCOA TN GO BDS 2018 G/O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.98K <0.01% new WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares 300 $9.97K <0.01% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $9.97K <0.01% 0 Timeline AMERICAN TOWER CORP AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.96K <0.01% new TRAVIS CNTY TX MUN UTIL TRAVIS CNTY TX MUN UTIL More: the full row for TRAVIS CNTY TX MUN UTIL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.95K <0.01% new BUTLER CNTY KS UNI SCH BUTLER CNTY KS UNI SCH More: the full row for BUTLER CNTY KS UNI SCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.95K <0.01% new HAMPSHIRE CNTY WV BRD ED HAMPSHIRE CNTY WV BRD ED More: the full row for HAMPSHIRE CNTY WV BRD ED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.94K <0.01% new DTE ENERGY CO DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.93K <0.01% new MIAMI DADE CNTY FL PUB MIAMI DADE CNTY FL PUB More: the full row for MIAMI DADE CNTY FL PUB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.93K <0.01% new SHERWIN-WILLIAMS CO SHERWIN-WILLIAMS CO More: the full row for SHERWIN-WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.92K <0.01% new CITIGROUP INC CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.92K <0.01% new LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: 69 shares 69 $9.91K <0.01% new Timeline CONSERVATORY MET DIST CO CONSERVATORY MET DIST CO More: the full row for CONSERVATORY MET DIST CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.9K <0.01% new REGIONAL SCH UNIT 21 ME REGIONAL SCH UNIT 21 ME More: the full row for REGIONAL SCH UNIT 21 ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.89K <0.01% new ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: not reported; 2025Q4: 455 shares 455 $9.87K <0.01% new Timeline FORT BEND CNTY TX MUN FORT BEND CNTY TX MUN More: the full row for FORT BEND CNTY TX MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.86K <0.01% new STERLING HTS MI LTD TAX STERLING HTS MI LTD TAX More: the full row for STERLING HTS MI LTD TAX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.86K <0.01% new NEW HOPE CULTURAL EDFCS NEW HOPE CULTURAL EDFCS More: the full row for NEW HOPE CULTURAL EDFCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.82K <0.01% new BOEING CO BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.81K <0.01% new HARRIS CNTY TX MUN UTIL HARRIS CNTY TX MUN UTIL More: the full row for HARRIS CNTY TX MUN UTIL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.8K <0.01% new INDIANA FIN AUTH HLTH INDIANA FIN AUTH HLTH More: the full row for INDIANA FIN AUTH HLTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.79K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,265 shares; 2025Q1: 932 shares; 2025Q2: 1,202 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188 $9.78K <0.01% 0 Timeline SZKMY SUZUKI MOTOR CORP UNSPONSORED More: the full row for SUZUKI MOTOR CORP UNSPONSORED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: not reported; 2025Q4: 165 shares 165 $9.76K <0.01% new Timeline FORT BEND CNTY TX MUN FORT BEND CNTY TX MUN More: the full row for FORT BEND CNTY TX MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.74K <0.01% new BITS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 410 shares; 2025Q1: 432 shares; 2025Q2: 763 shares; 2025Q3: not reported; 2025Q4: 155 shares 155 $9.72K <0.01% new Timeline TEWKSBURY MA RFDG MUN TEWKSBURY MA RFDG MUN More: the full row for TEWKSBURY MA RFDG MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.7K <0.01% new RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $9.69K <0.01% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,370 shares; 2025Q1: 1,849 shares; 2025Q2: 2,046 shares; 2025Q3: not reported; 2025Q4: 184 shares 184 $9.68K <0.01% new Timeline SIOUX CENTER IA CMNTY SIOUX CENTER IA CMNTY More: the full row for SIOUX CENTER IA CMNTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.68K <0.01% new FIFTH THIRD BANCORP DEP SHS… FIFTH THIRD BANCORP DEP SHS RE More: the full row for FIFTH THIRD BANCORP DEP SHS RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $9.67K <0.01% new FORD MOTOR CREDIT CO LLC FORD MOTOR CREDIT CO LLC More: the full row for FORD MOTOR CREDIT CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.64K <0.01% new IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,311 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: not reported; 2025Q4: 207 shares 207 $9.63K <0.01% new Timeline CAMBRIDGE MD RFDG PUB CAMBRIDGE MD RFDG PUB More: the full row for CAMBRIDGE MD RFDG PUB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.59K <0.01% new BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $9.56K <0.01% 0 Timeline HUGHES SATELLITE SYSTEMS HUGHES SATELLITE SYSTEMS More: the full row for HUGHES SATELLITE SYSTEMS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.55K <0.01% new WEBSTER FINL CORP WA WEBSTER FINL CORP WA More: the full row for WEBSTER FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $9.55K <0.01% new TRAVIS CNTY TX MUN UTIL TRAVIS CNTY TX MUN UTIL More: the full row for TRAVIS CNTY TX MUN UTIL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.54K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,849 shares; 2025Q1: 5,465 shares; 2025Q2: 6,160 shares; 2025Q3: not reported; 2025Q4: 519 shares 519 $9.46K <0.01% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 246 shares 246 $9.36K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 638 shares; 2025Q2: 1,381 shares; 2025Q3: 100 shares; 2025Q4: 200 shares 200 $9.3K <0.01% +100 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 266 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $9.26K <0.01% 0 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $9.21K <0.01% new Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 511 shares 511 $9.21K <0.01% new Timeline INDIANA ST FIN AUTH REV INDIANA ST FIN AUTH REV More: the full row for INDIANA ST FIN AUTH REV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.2K <0.01% new NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: not reported; 2025Q4: 93 shares 93 $9.19K <0.01% new Timeline CRAWFORDSVILLE IN FIRE CRAWFORDSVILLE IN FIRE More: the full row for CRAWFORDSVILLE IN FIRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.18K <0.01% new DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 47 shares 47 $9.18K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,258 shares; 2025Q1: 456 shares; 2025Q2: 638 shares; 2025Q3: not reported; 2025Q4: 59 shares 59 $9.15K <0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,891 shares; 2025Q2: 2,347 shares; 2025Q3: not reported; 2025Q4: 67 shares 67 $9.11K <0.01% new Timeline FORT BEND CNTY TX MUN FORT BEND CNTY TX MUN More: the full row for FORT BEND CNTY TX MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.07K <0.01% new SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: not reported; 2025Q4: 150 shares 150 $9.07K <0.01% new Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 1,250 shares; 2025Q3: 200 shares; 2025Q4: 450 shares 450 $9.04K <0.01% +250 Timeline FIRST BANK/HAMILTON N CD FIRST BANK/HAMILTON N CD More: the full row for FIRST BANK/HAMILTON N CD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares 9,000 $9.02K <0.01% new CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 675 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 235 shares; 2025Q4: 295 shares 295 $9.01K <0.01% +60 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares 420 $8.93K <0.01% new Timeline DANOY DANONE-SPONS ADR More: the full row for DANONE-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: not reported; 2025Q4: 494 shares 494 $8.91K <0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $8.88K <0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $8.78K <0.01% 0 Timeline MURPHY OIL CORP MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $8.6K <0.01% new EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares 66 $8.59K <0.01% new Timeline FYBR FRONTIER COMMUNICATIONS PARE More: the full row for FRONTIER COMMUNICATIONS PARE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: not reported; 2025Q4: 223 shares 223 $8.49K <0.01% new Timeline