TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 593 shares; 2025Q4: 2,234 shares; 2026Q1: 800 shares 800 $61.8K 0.03% -1,434 Timeline FIRST TRUST PORT LP FIRST TRUST PORT LP More: the full row for FIRST TRUST PORT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,999 shares 4,999 $60.9K 0.03% new AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 1,383 shares; 2025Q2: 1,387 shares; 2025Q3: not reported; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares 1,314 $60.2K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,081 shares 6,081 $59.8K 0.02% new DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: not reported; 2025Q4: 2,031 shares; 2026Q1: 1,330 shares 1,330 $59.7K 0.02% -701 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,832 shares; 2025Q1: 5,125 shares; 2025Q2: 6,356 shares; 2025Q3: 244 shares; 2025Q4: 1,368 shares; 2026Q1: 1,551 shares 1,551 $59.6K 0.02% +183 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,501 shares 6,501 $59.4K 0.02% new TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 125 shares 125 $59.3K 0.02% +107 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,815 shares 4,815 $59.1K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,954 shares 5,954 $58.8K 0.02% new DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,719 shares; 2025Q1: 5,406 shares; 2025Q2: 6,262 shares; 2025Q3: 83 shares; 2025Q4: 1,016 shares; 2026Q1: 875 shares 875 $58.2K 0.02% -141 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,142 shares; 2025Q2: 5,142 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,142 shares 5,142 $57.9K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,666 shares 5,666 $57.1K 0.02% new ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,341 shares; 2025Q1: 5,362 shares; 2025Q2: 5,930 shares; 2025Q3: 687 shares; 2025Q4: 1,277 shares; 2026Q1: 906 shares 906 $56.1K 0.02% -371 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $56K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,589 shares 5,589 $55.8K 0.02% new HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,386 shares; 2025Q1: 3,203 shares; 2025Q2: 146 shares; 2025Q3: 6 shares; 2025Q4: 188 shares; 2026Q1: 182 shares 182 $55.3K 0.02% -6 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,981 shares; 2025Q1: 2,500 shares; 2025Q2: 2,886 shares; 2025Q3: not reported; 2025Q4: 1,151 shares; 2026Q1: 265 shares 265 $54.9K 0.02% -886 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,862 shares; 2025Q1: 2,571 shares; 2025Q2: 3,292 shares; 2025Q3: 17 shares; 2025Q4: 152 shares; 2026Q1: 137 shares 137 $54.7K 0.02% -15 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,419 shares; 2025Q1: 4,908 shares; 2025Q2: 5,744 shares; 2025Q3: not reported; 2025Q4: 3,156 shares; 2026Q1: 2,477 shares 2,477 $54.1K 0.02% -679 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,318 shares; 2026Q1: 5,181 shares 5,181 $53.7K 0.02% +2,863 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $53.3K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,923 shares; 2025Q1: 1,929 shares; 2025Q2: 5,828 shares; 2025Q3: 139 shares; 2025Q4: 1,817 shares; 2026Q1: 1,846 shares 1,846 $53K 0.02% +29 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,060 shares; 2025Q1: 4,075 shares; 2025Q2: 4,095 shares; 2025Q3: not reported; 2025Q4: 4,132 shares; 2026Q1: 4,144 shares 4,144 $52.6K 0.02% +12 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 759 shares; 2025Q2: 597 shares; 2025Q3: not reported; 2025Q4: 675 shares; 2026Q1: 1,268 shares 1,268 $52K 0.02% +593 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,025 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,606 shares 4,606 $51.9K 0.02% new FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares 1,385 $51.9K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $51.9K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,921 shares; 2025Q1: 2,901 shares; 2025Q2: 6,845 shares; 2025Q3: 561 shares; 2025Q4: 1,268 shares; 2026Q1: 1,550 shares 1,550 $51.8K 0.02% +282 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,464 shares; 2025Q1: 16,450 shares; 2025Q2: 8,697 shares; 2025Q3: 308 shares; 2025Q4: 1,733 shares; 2026Q1: 979 shares 979 $50.9K 0.02% -754 Timeline EDN EMPRESA DIST Y COMERCIAL NOR More: the full row for EMPRESA DIST Y COMERCIAL NOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,092 shares; 2025Q1: 6,125 shares; 2025Q2: 10,269 shares; 2025Q3: 1,098 shares; 2025Q4: 1,612 shares; 2026Q1: 1,681 shares 1,681 $50.5K 0.02% +69 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,724 shares 4,724 $50.4K 0.02% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,794 shares; 2025Q1: 2,804 shares; 2025Q2: 3,483 shares; 2025Q3: not reported; 2025Q4: 1,212 shares; 2026Q1: 1,002 shares 1,002 $50.4K 0.02% -210 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 949 shares; 2026Q1: 4,251 shares 4,251 $50.1K 0.02% +3,302 FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,750 shares 4,750 $50K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,066 shares 5,066 $49.9K 0.02% new GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,940 shares; 2026Q1: 4,327 shares 4,327 $49.8K 0.02% +2,387 FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,147 shares 5,147 $49.6K 0.02% new SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,654 shares; 2025Q1: 2,253 shares; 2025Q2: 5,552 shares; 2025Q3: 491 shares; 2025Q4: 1,218 shares; 2026Q1: 506 shares 506 $49.6K 0.02% -712 Timeline FIRST TRUST PORT LP FIRST TRUST PORT LP More: the full row for FIRST TRUST PORT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 1,610 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,686 shares 3,686 $49.6K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,589 shares 4,589 $49.2K 0.02% new FEZ 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $48.9K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $48.9K 0.02% 0 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,982 shares; 2025Q1: 9,752 shares; 2025Q2: 11,185 shares; 2025Q3: 462 shares; 2025Q4: 1,789 shares; 2026Q1: 1,585 shares 1,585 $48.9K 0.02% -204 Timeline SPHD 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 419 shares; 2025Q1: 423 shares; 2025Q2: 1,822 shares; 2025Q3: not reported; 2025Q4: 1,677 shares; 2026Q1: 984 shares 984 $48.8K 0.02% -693 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 304 shares; 2025Q3: not reported; 2025Q4: 263 shares; 2026Q1: 114 shares 114 $48.6K 0.02% -149 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,188 shares; 2025Q1: 1,194 shares; 2025Q2: 1,213 shares; 2025Q3: 242 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $48.3K 0.02% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $48.3K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 40 shares; 2025Q2: 136 shares; 2025Q3: 37 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $48.1K 0.02% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: not reported; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $48K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,484 shares; 2025Q1: 2,034 shares; 2025Q2: 1,009 shares; 2025Q3: 16 shares; 2025Q4: 398 shares; 2026Q1: 243 shares 243 $47.8K 0.02% -155 Timeline QQQU 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,701 shares; 2025Q1: 2,895 shares; 2025Q2: 3,829 shares; 2025Q3: 441 shares; 2025Q4: 1,062 shares; 2026Q1: 1,122 shares 1,122 $47.6K 0.02% +60 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,176 shares; 2025Q1: not reported; 2025Q2: 5,820 shares; 2025Q3: 416 shares; 2025Q4: 1,636 shares; 2026Q1: 1,308 shares 1,308 $47.5K 0.02% -328 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,979 shares; 2025Q2: 4,535 shares; 2025Q3: 361 shares; 2025Q4: 1,919 shares; 2026Q1: 1,241 shares 1,241 $47K 0.02% -678 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,174 shares 3,174 $47K 0.02% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: not reported; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares 3,370 $46.4K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,615 shares; 2025Q1: 13,695 shares; 2025Q2: 9,095 shares; 2025Q3: 2,000 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $46.2K 0.02% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144 shares; 2026Q1: 125 shares 125 $45.9K 0.02% -19 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 861 shares; 2026Q1: 861 shares 861 $45.8K 0.02% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 582 shares; 2025Q1: 904 shares; 2025Q2: 1,475 shares; 2025Q3: 287 shares; 2025Q4: 577 shares; 2026Q1: 302 shares 302 $45.3K 0.02% -275 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,224 shares 4,224 $45K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,544 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,049 shares 4,049 $45K 0.02% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 1,661 shares; 2026Q1: 2,262 shares 2,262 $44.9K 0.02% +601 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: 554 shares; 2026Q1: 554 shares 554 $44.8K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares 1,283 $44.6K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 813 shares; 2025Q1: 858 shares; 2025Q2: 1,090 shares; 2025Q3: 25 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $44.5K 0.02% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: not reported; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $44.2K 0.02% 0 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: not reported; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares 1,269 $44.2K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,663 shares; 2026Q1: 4,013 shares 4,013 $43.9K 0.02% +1,350 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,946 shares 4,946 $43.7K 0.02% new JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 526 shares; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 1,806 shares; 2026Q1: 1,466 shares 1,466 $43.3K 0.02% -340 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: not reported; 2025Q4: 945 shares; 2026Q1: 3,440 shares 3,440 $43.2K 0.02% +2,495 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares 1,190 $43.1K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,661 shares 3,661 $42.8K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,229 shares 4,229 $42.7K 0.02% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $42.4K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,056 shares; 2025Q1: 12,261 shares; 2025Q2: 14,542 shares; 2025Q3: not reported; 2025Q4: 4,141 shares; 2026Q1: 3,660 shares 3,660 $42.2K 0.02% -481 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,837 shares 3,837 $42.1K 0.02% new APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 376 shares 376 $41.9K 0.02% +366 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 389 shares; 2025Q2: 1,888 shares; 2025Q3: 23 shares; 2025Q4: 980 shares; 2026Q1: 1,331 shares 1,331 $41.9K 0.02% +351 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 28 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $41.9K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: not reported; 2025Q4: 507 shares; 2026Q1: 507 shares 507 $41.6K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $41.6K 0.02% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386 shares; 2025Q1: 429 shares; 2025Q2: 224 shares; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $41.5K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,351 shares 4,351 $41.2K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,918 shares 3,918 $40.7K 0.02% new BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $40.7K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,476 shares; 2025Q1: 5,953 shares; 2025Q2: 6,505 shares; 2025Q3: 237 shares; 2025Q4: 356 shares; 2026Q1: 357 shares 357 $40.6K 0.02% +1 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,016 shares 3,016 $40.5K 0.02% new ILDR 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,509 shares; 2025Q1: 34,103 shares; 2025Q2: 30,129 shares; 2025Q3: 3,538 shares; 2025Q4: 7,268 shares; 2026Q1: 1,360 shares 1,360 $40.5K 0.02% -5,908 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 573 shares; 2025Q2: 487 shares; 2025Q3: not reported; 2025Q4: 390 shares; 2026Q1: 352 shares 352 $40.5K 0.02% -38 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 3,667 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,667 shares 3,667 $40.2K 0.02% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,700 shares; 2025Q3: 200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,351 shares 2,351 $40.2K 0.02% +151 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,757 shares; 2025Q1: 2,257 shares; 2025Q2: 2,858 shares; 2025Q3: not reported; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $39.6K 0.02% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $39.1K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: 2,683 shares; 2025Q3: not reported; 2025Q4: 1,557 shares; 2026Q1: 3,499 shares 3,499 $38.9K 0.02% +1,942 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $38.7K 0.02% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,592 shares 3,592 $38.5K 0.02% new TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 632 shares; 2025Q3: 150 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $38.5K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,585 shares; 2025Q1: 20,895 shares; 2025Q2: 25,289 shares; 2025Q3: 1,716 shares; 2025Q4: 7,004 shares; 2026Q1: 613 shares 613 $38.5K 0.02% -6,391 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares; 2026Q1: 1,431 shares 1,431 $38.4K 0.02% +95 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: not reported; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $38.3K 0.02% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,598 shares; 2025Q2: 2,345 shares; 2025Q3: not reported; 2025Q4: 587 shares; 2026Q1: 587 shares 587 $38.3K 0.02% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $38.2K 0.02% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: not reported; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $37.9K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,658 shares 3,658 $37.7K 0.02% new ROG ROGERS CORP More: the full row for ROGERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $37.6K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 311 shares; 2025Q2: 301 shares; 2025Q3: 50 shares; 2025Q4: 215 shares; 2026Q1: 216 shares 216 $37.4K 0.02% +1 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,858 shares 3,858 $37.3K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,446 shares 3,446 $37.2K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,754 shares 3,754 $36.9K 0.02% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: 231 shares 231 $36.7K 0.02% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,086 shares; 2025Q1: 5,698 shares; 2025Q2: 7,922 shares; 2025Q3: 133 shares; 2025Q4: 1,228 shares; 2026Q1: 834 shares 834 $36.5K 0.02% -394 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $36.5K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: not reported; 2025Q4: 1,910 shares; 2026Q1: 2,834 shares 2,834 $36.5K 0.02% +924 FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,003 shares 4,003 $36.5K 0.02% new TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: 123 shares 123 $36.5K 0.02% -70 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $36.4K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122 shares 122 $36.3K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,750 shares; 2025Q1: 1,751 shares; 2025Q2: 1,868 shares; 2025Q3: 1,133 shares; 2025Q4: 1,330 shares; 2026Q1: 1,316 shares 1,316 $36.2K 0.01% -14 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 380 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 15 shares; 2025Q4: 269 shares; 2026Q1: 239 shares 239 $36K 0.01% -30 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: 608 shares 608 $36K 0.01% -150 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,856 shares 2,856 $35.9K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,737 shares 3,737 $35.7K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,555 shares 4,555 $35.6K 0.01% new SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: not reported; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $35.6K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,623 shares 3,623 $35.5K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,072 shares 4,072 $35.4K 0.01% new TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 549 shares; 2025Q1: 753 shares; 2025Q2: 1,016 shares; 2025Q3: 87 shares; 2025Q4: 202 shares; 2026Q1: 121 shares 121 $35.3K 0.01% -81 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares; 2026Q1: 3,468 shares 3,468 $35.3K 0.01% +1,982 BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,768 shares; 2025Q1: 13,571 shares; 2025Q2: 15,523 shares; 2025Q3: 1,184 shares; 2025Q4: 3,177 shares; 2026Q1: 217 shares 217 $35.3K 0.01% -2,960 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,664 shares 2,664 $35.1K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: not reported; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $35.1K 0.01% 0 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $35K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,352 shares 3,352 $35K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244 shares; 2025Q1: 262 shares; 2025Q2: 278 shares; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 120 shares 120 $34.9K 0.01% +1 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 546 shares; 2025Q2: 607 shares; 2025Q3: 20 shares; 2025Q4: 71 shares; 2026Q1: 56 shares 56 $34.8K 0.01% -15 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $34.5K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,392 shares 3,392 $34.2K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares 1,067 $34.2K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 943 shares; 2025Q2: 503 shares; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $34.1K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 976 shares; 2025Q3: not reported; 2025Q4: 341 shares; 2026Q1: 170 shares 170 $33.7K 0.01% -171 Timeline FIRST TRUST PORT LP FIRST TRUST PORT LP More: the full row for FIRST TRUST PORT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,438 shares 3,438 $33.6K 0.01% new GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: not reported; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $33.5K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,125 shares 2,125 $33.4K 0.01% +125 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $33.1K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,660 shares; 2025Q1: 2,295 shares; 2025Q2: 2,791 shares; 2025Q3: not reported; 2025Q4: 229 shares; 2026Q1: 229 shares 229 $32.9K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: not reported; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares 2,128 $32.8K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 323 shares; 2025Q2: 325 shares; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $32.7K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 52 shares; 2025Q2: 97 shares; 2025Q3: 6 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $32.5K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 321 shares; 2026Q1: 690 shares 690 $32.4K 0.01% +369 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 487 shares; 2025Q1: 316 shares; 2025Q2: 350 shares; 2025Q3: 140 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $31.8K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,033 shares 3,033 $31.8K 0.01% new SPMO 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,078 shares; 2025Q1: 19,335 shares; 2025Q2: 5,479 shares; 2025Q3: 1,094 shares; 2025Q4: 2,475 shares; 2026Q1: 281 shares 281 $31.5K 0.01% -2,194 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 853 shares; 2025Q3: not reported; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $31.4K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 778 shares; 2026Q1: 631 shares 631 $30.9K 0.01% -147 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,985 shares; 2025Q3: not reported; 2025Q4: 801 shares; 2026Q1: 801 shares 801 $30.8K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $30.8K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 390 shares; 2025Q1: 533 shares; 2025Q2: 535 shares; 2025Q3: not reported; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $30.6K 0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 658 shares 658 $30.5K 0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 1,282 shares; 2025Q2: 1,465 shares; 2025Q3: not reported; 2025Q4: 623 shares; 2026Q1: 415 shares 415 $30.3K 0.01% -208 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 1,735 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,958 shares 2,958 $30.3K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,859 shares 2,859 $30.2K 0.01% new NTDOY NINTENDO CO LTD-UNSPONS ADR More: the full row for NINTENDO CO LTD-UNSPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 1,000 shares; 2025Q4: 4,225 shares; 2026Q1: 2,100 shares 2,100 $30K 0.01% -2,125 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,940 shares; 2025Q1: 6,105 shares; 2025Q2: 6,941 shares; 2025Q3: 18 shares; 2025Q4: 168 shares; 2026Q1: 151 shares 151 $29.9K 0.01% -17 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 697 shares 697 $29.9K 0.01% -303 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 336 shares; 2025Q2: 340 shares; 2025Q3: 22 shares; 2025Q4: 169 shares; 2026Q1: 138 shares 138 $29.9K 0.01% -31 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,900 shares; 2025Q2: 3,400 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $29.9K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,775 shares 2,775 $29.6K 0.01% new NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,885 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 103 shares 103 $29.6K 0.01% -1,112 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,171 shares; 2025Q1: 5,198 shares; 2025Q2: 5,879 shares; 2025Q3: 493 shares; 2025Q4: 973 shares; 2026Q1: 135 shares 135 $29.3K 0.01% -838 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,781 shares; 2026Q1: 89 shares 89 $29.2K 0.01% -1,692 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $29K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $28.8K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $28.8K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $28.4K 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 713 shares; 2025Q1: 1,583 shares; 2025Q2: 2,174 shares; 2025Q3: 13 shares; 2025Q4: 869 shares; 2026Q1: 347 shares 347 $28.2K 0.01% -522 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,769 shares; 2025Q1: 2,174 shares; 2025Q2: 2,727 shares; 2025Q3: 240 shares; 2025Q4: 76 shares; 2026Q1: 63 shares 63 $28.1K 0.01% -13 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 800 shares 800 $28.1K 0.01% +200 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,757 shares; 2025Q2: 2,757 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,757 shares 2,757 $28K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $28K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $28K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 2,325 shares; 2025Q2: 2,947 shares; 2025Q3: 23 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $28K 0.01% 0 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $27.9K 0.01% 0 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $27.7K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 200 shares 200 $27.7K 0.01% -50 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,733 shares 2,733 $27.6K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,406 shares; 2026Q1: 1,004 shares 1,004 $27.5K 0.01% -402 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,242 shares; 2025Q1: 1,345 shares; 2025Q2: 1,465 shares; 2025Q3: 194 shares; 2025Q4: 576 shares; 2026Q1: 576 shares 576 $27.4K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,407 shares 2,407 $27.4K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 111 shares; 2025Q2: 96 shares; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $27.4K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 1,517 shares; 2025Q3: not reported; 2025Q4: 566 shares; 2026Q1: 566 shares 566 $27.3K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 622 shares; 2025Q1: 7,346 shares; 2025Q2: 9,234 shares; 2025Q3: 732 shares; 2025Q4: 2,357 shares; 2026Q1: 149 shares 149 $27.2K 0.01% -2,208 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $27K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,835 shares; 2025Q1: 29,849 shares; 2025Q2: 36,081 shares; 2025Q3: 3,109 shares; 2025Q4: 9,191 shares; 2026Q1: 595 shares 595 $27K 0.01% -8,596 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $26.9K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,523 shares 2,523 $26.8K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,433 shares 2,433 $26.8K 0.01% new QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,784 shares; 2025Q1: 16,784 shares; 2025Q2: 20,128 shares; 2025Q3: 300 shares; 2025Q4: 1,881 shares; 2026Q1: 1,000 shares 1,000 $26.7K 0.01% -881 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 223 shares; 2025Q3: not reported; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $26.6K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,029 shares 3,029 $26.6K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,899 shares 1,899 $26.5K 0.01% new GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,342 shares 2,342 $26.4K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 110 shares; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $26.2K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 574 shares; 2025Q2: 446 shares; 2025Q3: 4 shares; 2025Q4: 58 shares; 2026Q1: 29 shares 29 $26K 0.01% -29 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 535 shares 535 $25.9K 0.01% +500 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 837 shares; 2025Q1: 452 shares; 2025Q2: 762 shares; 2025Q3: not reported; 2025Q4: 489 shares; 2026Q1: 103 shares 103 $25.8K 0.01% -386 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 157 shares 157 $25.6K 0.01% +152 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,122 shares 2,122 $25.6K 0.01% new AAM AAM More: the full row for AAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,994 shares; 2025Q4: 1,994 shares; 2026Q1: 1,994 shares 1,994 $25.4K 0.01% 0 BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: not reported; 2025Q4: 1,520 shares; 2026Q1: 1,200 shares 1,200 $25.4K 0.01% -320 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $25.3K 0.01% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: not reported; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $25.1K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,713 shares; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 1,723 shares 1,723 $25K 0.01% +1,203 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,688 shares; 2025Q1: 1,707 shares; 2025Q2: 1,816 shares; 2025Q3: 6 shares; 2025Q4: 176 shares; 2026Q1: 163 shares 163 $24.9K 0.01% -13 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,370 shares 2,370 $24.7K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,067 shares; 2025Q3: 142 shares; 2025Q4: 358 shares; 2026Q1: 364 shares 364 $24.6K 0.01% +6 Timeline FIRST TRUST PORT LP FIRST TRUST PORT LP More: the full row for FIRST TRUST PORT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,026 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,039 shares 2,039 $24.5K 0.01% new EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,427 shares; 2025Q1: 1,437 shares; 2025Q2: 1,438 shares; 2025Q3: not reported; 2025Q4: 299 shares; 2026Q1: 299 shares 299 $24.5K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,709 shares; 2025Q1: 11,923 shares; 2025Q2: 13,935 shares; 2025Q3: 1,340 shares; 2025Q4: 3,191 shares; 2026Q1: 179 shares 179 $24.4K 0.01% -3,012 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,068 shares 2,068 $24.2K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 777 shares 777 $24.1K 0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 443 shares; 2025Q3: not reported; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $23.9K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,456 shares; 2025Q1: 13,913 shares; 2025Q2: 16,503 shares; 2025Q3: 44 shares; 2025Q4: 282 shares; 2026Q1: 263 shares 263 $23.7K 0.01% -19 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,528 shares 2,528 $23.6K 0.01% new AAM AAM More: the full row for AAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,912 shares 1,912 $23.6K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,193 shares 2,193 $23.5K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $23.3K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $23.3K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239 shares; 2026Q1: 239 shares 239 $23.2K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: not reported; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $23.1K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,069 shares; 2025Q1: 1,377 shares; 2025Q2: 1,126 shares; 2025Q3: 15 shares; 2025Q4: 199 shares; 2026Q1: 183 shares 183 $23K 0.01% -16 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,189 shares; 2025Q1: 1,373 shares; 2025Q2: 1,652 shares; 2025Q3: 127 shares; 2025Q4: 248 shares; 2026Q1: 220 shares 220 $23K 0.01% -28 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $22.9K 0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 345 shares; 2025Q3: not reported; 2025Q4: 203 shares; 2026Q1: 276 shares 276 $22.8K 0.01% +73 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,022 shares 2,022 $22.8K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 3,478 shares; 2025Q3: 504 shares; 2025Q4: 1,339 shares; 2026Q1: 1,107 shares 1,107 $22.7K 0.01% -232 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $22.6K 0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 1,825 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $22.3K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,076 shares; 2025Q1: 2,391 shares; 2025Q2: 2,391 shares; 2025Q3: not reported; 2025Q4: 983 shares; 2026Q1: 983 shares 983 $22.1K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 1,471 shares; 2025Q3: 70 shares; 2025Q4: 380 shares; 2026Q1: 260 shares 260 $22.1K 0.01% -120 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,281 shares; 2025Q1: 528 shares; 2025Q2: 820 shares; 2025Q3: 13 shares; 2025Q4: 285 shares; 2026Q1: 282 shares 282 $22K 0.01% -3 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: 482 shares; 2026Q1: 482 shares 482 $22K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 90 shares; 2025Q2: 119 shares; 2025Q3: 50 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227 $21.9K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,632 shares; 2025Q1: 1,976 shares; 2025Q2: 2,153 shares; 2025Q3: 93 shares; 2025Q4: 296 shares; 2026Q1: 277 shares 277 $21.8K 0.01% -19 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,233 shares 2,233 $21.6K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: not reported; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $21.6K 0.01% 0 Timeline AAM AAM More: the full row for AAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,978 shares 1,978 $21.5K 0.01% new APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 44 shares; 2025Q2: 1,513 shares; 2025Q3: 115 shares; 2025Q4: 162 shares; 2026Q1: 54 shares 54 $21.5K 0.01% -108 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $21.4K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,251 shares; 2025Q1: 4,529 shares; 2025Q2: 4,740 shares; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 229 shares 229 $21.4K 0.01% -1,667 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,143 shares 2,143 $21.3K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 503 shares; 2025Q1: 507 shares; 2025Q2: 511 shares; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 525 shares 525 $21.2K 0.01% +5 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $21.1K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 346 shares; 2025Q2: 340 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $21.1K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,989 shares 1,989 $21.1K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $21K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271 shares; 2025Q1: 484 shares; 2025Q2: 726 shares; 2025Q3: 38 shares; 2025Q4: 150 shares; 2026Q1: 71 shares 71 $21K 0.01% -79 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,253 shares; 2025Q3: 60 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $20.8K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $20.8K 0.01% 0 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $20.7K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,887 shares 1,887 $20.7K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: not reported; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $20.4K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,068 shares 2,068 $20.4K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,062 shares 2,062 $20.3K 0.01% new GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares; 2026Q1: 1,943 shares 1,943 $20.3K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $20.2K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 2,400 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $20.1K 0.01% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 318 shares; 2025Q2: 466 shares; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: 118 shares 118 $19.9K 0.01% +2 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: not reported; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares 1,485 $19.9K 0.01% 0 FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,921 shares 1,921 $19.8K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,034 shares 2,034 $19.8K 0.01% new EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares 161 $19.8K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,840 shares 1,840 $19.8K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,875 shares 1,875 $19.5K 0.01% new PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,432 shares; 2025Q1: 4,145 shares; 2025Q2: 6,088 shares; 2025Q3: 272 shares; 2025Q4: 1,071 shares; 2026Q1: 509 shares 509 $19.4K 0.01% -562 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $19.4K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,047 shares 2,047 $19.3K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,109 shares; 2025Q1: 3,330 shares; 2025Q2: 2,596 shares; 2025Q3: 32 shares; 2025Q4: 1,464 shares; 2026Q1: 1,443 shares 1,443 $18.9K 0.01% -21 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 643 shares; 2025Q2: 642 shares; 2025Q3: 5 shares; 2025Q4: 84 shares; 2026Q1: 78 shares 78 $18.9K 0.01% -6 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: not reported; 2025Q4: 393 shares; 2026Q1: 393 shares 393 $18.9K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $18.6K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $18.6K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: not reported; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $18.6K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: not reported; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $18.5K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,482 shares 1,482 $18.3K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,065 shares; 2025Q3: not reported; 2025Q4: 975 shares; 2026Q1: 500 shares 500 $18.1K 0.01% -475 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 319 shares; 2025Q2: 349 shares; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 225 shares 225 $18K 0.01% +31 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,659 shares 1,659 $17.9K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,279 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: not reported; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares 1,115 $17.7K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,150 shares; 2025Q2: 3,186 shares; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 100 shares 100 $17.5K 0.01% -50 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $17.5K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: not reported; 2025Q4: 563 shares; 2026Q1: 563 shares 563 $17.4K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,057 shares; 2025Q1: 4,097 shares; 2025Q2: 4,348 shares; 2025Q3: 2 shares; 2025Q4: 525 shares; 2026Q1: 195 shares 195 $17.4K 0.01% -330 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 928 shares; 2025Q2: 1,356 shares; 2025Q3: not reported; 2025Q4: 472 shares; 2026Q1: 472 shares 472 $17.3K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 1,204 shares; 2025Q3: not reported; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares 1,204 $17.3K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: not reported; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $17.1K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: not reported; 2025Q4: 293 shares; 2026Q1: 145 shares 145 $17.1K 0.01% -148 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $17K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 133 shares; 2025Q4: 239 shares; 2026Q1: 240 shares 240 $17K 0.01% +1 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $17K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,580 shares; 2025Q1: 3,131 shares; 2025Q2: 5,432 shares; 2025Q3: 142 shares; 2025Q4: 1,290 shares; 2026Q1: 1,032 shares 1,032 $17K 0.01% -258 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: not reported; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares 1,137 $16.9K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 183 shares; 2025Q4: 100 shares; 2026Q1: 91 shares 91 $16.9K 0.01% -9 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares; 2025Q3: not reported; 2025Q4: 4,069 shares; 2026Q1: 4,095 shares 4,095 $16.9K 0.01% +26 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $16.9K 0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,203 shares; 2025Q1: 1,265 shares; 2025Q2: 1,257 shares; 2025Q3: 23 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $16.8K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,535 shares; 2025Q1: 2,608 shares; 2025Q2: 4,335 shares; 2025Q3: 50 shares; 2025Q4: 701 shares; 2026Q1: 673 shares 673 $16.7K 0.01% -28 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: not reported; 2025Q4: 169 shares; 2026Q1: 128 shares 128 $16.6K 0.01% -41 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: 495 shares; 2026Q1: 1,486 shares 1,486 $16.5K 0.01% +991 GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,506 shares 1,506 $16.3K 0.01% new PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $16.3K 0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $16.2K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,958 shares; 2025Q1: 2,942 shares; 2025Q2: 4,035 shares; 2025Q3: not reported; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $16.2K 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 2,300 shares; 2025Q3: 200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $16.2K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 72 shares; 2025Q4: 594 shares; 2026Q1: 572 shares 572 $16.2K 0.01% -22 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: not reported; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $16.2K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,487 shares; 2025Q2: 5,450 shares; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: 828 shares 828 $16K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $15.9K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,317 shares; 2025Q1: 7,317 shares; 2025Q2: 8,417 shares; 2025Q3: 800 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $15.8K 0.01% 0 Timeline FIRST TRUST PORT LP FIRST TRUST PORT LP More: the full row for FIRST TRUST PORT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,272 shares 1,272 $15.7K 0.01% new RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $15.7K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,943 shares; 2025Q1: 4,149 shares; 2025Q2: 4,962 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $15.7K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 7,584 shares; 2025Q3: 151 shares; 2025Q4: 809 shares; 2026Q1: 572 shares 572 $15.6K 0.01% -237 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,648 shares; 2025Q1: 21,693 shares; 2025Q2: 21,424 shares; 2025Q3: 1,986 shares; 2025Q4: 4,287 shares; 2026Q1: 295 shares 295 $15.6K 0.01% -3,992 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,311 shares 1,311 $15.6K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: not reported; 2025Q4: 1,355 shares; 2026Q1: 1,355 shares 1,355 $15.6K 0.01% 0 FIRST TRUST CAPITAL ETF FIRST TRUST CAPITAL ETF More: the full row for FIRST TRUST CAPITAL ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares 167 $15.6K 0.01% new GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,602 shares 1,602 $15.6K 0.01% new SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,362 shares; 2025Q2: 1,480 shares; 2025Q3: not reported; 2025Q4: 226 shares; 2026Q1: 217 shares 217 $15.5K 0.01% -9 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $15.4K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,584 shares; 2025Q1: 2,057 shares; 2025Q2: 1,902 shares; 2025Q3: 102 shares; 2025Q4: 432 shares; 2026Q1: 269 shares 269 $15.1K 0.01% -163 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,540 shares 1,540 $15.1K 0.01% new TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60 $15K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $15K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,323 shares 1,323 $14.9K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 655 shares; 2025Q1: 439 shares; 2025Q2: 409 shares; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $14.8K 0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: not reported; 2025Q4: 466 shares; 2026Q1: 466 shares 466 $14.8K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $14.4K 0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $14.4K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $14.3K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,627 shares; 2025Q2: 2,383 shares; 2025Q3: not reported; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $14.2K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: not reported; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $14.2K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: not reported; 2025Q4: 462 shares; 2026Q1: 250 shares 250 $14.1K 0.01% -212 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: 184 shares 184 $14K 0.01% -792 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 38 shares; 2025Q3: 10 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $13.9K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $13.9K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: 778 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,314 shares 1,314 $13.7K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $13.7K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,111 shares; 2025Q1: 4,111 shares; 2025Q2: 4,111 shares; 2025Q3: 4,111 shares; 2025Q4: 4,111 shares; 2026Q1: 4,111 shares 4,111 $13.6K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 450 shares 450 $13.5K 0.01% +125 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 34 shares 34 $13.5K 0.01% -25 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 340 shares; 2025Q2: 481 shares; 2025Q3: 8 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $13.5K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,512 shares; 2025Q1: 3,871 shares; 2025Q2: 180 shares; 2025Q3: 18 shares; 2025Q4: 80 shares; 2026Q1: 71 shares 71 $13.4K 0.01% -9 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,407 shares; 2025Q1: 4,407 shares; 2025Q2: 4,407 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $13.3K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 808 shares; 2025Q3: not reported; 2025Q4: 583 shares; 2026Q1: 583 shares 583 $13.2K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 442 shares; 2026Q1: 442 shares 442 $13.2K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 884 shares; 2025Q2: 1,255 shares; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 167 shares 167 $13.1K 0.01% -260 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,891 shares; 2025Q2: 2,347 shares; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $13K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,872 shares; 2025Q1: 3,401 shares; 2025Q2: 3,984 shares; 2025Q3: 12 shares; 2025Q4: 285 shares; 2026Q1: 62 shares 62 $13K 0.01% -223 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,463 shares; 2025Q1: 9,463 shares; 2025Q2: 7,463 shares; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $13K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,219 shares 1,219 $13K 0.01% new GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,348 shares 1,348 $12.9K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: not reported; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $12.8K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: not reported; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $12.8K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: not reported; 2025Q4: 406 shares; 2026Q1: 406 shares 406 $12.7K 0.01% 0 Timeline GNR 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170 shares 170 $12.7K 0.01% new Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: not reported; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $12.6K 0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,052 shares; 2025Q1: 1,752 shares; 2025Q2: 235 shares; 2025Q3: 200 shares; 2025Q4: 224 shares; 2026Q1: 100 shares 100 $12.5K 0.01% -124 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120 $12.5K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,528 shares; 2025Q1: 25 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $12.2K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $12.2K 0.01% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $12.1K 0.01% new Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 606 shares; 2025Q2: 706 shares; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 150 shares 150 $12.1K <0.01% -100 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,131 shares 1,131 $12.1K <0.01% new IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395 shares; 2025Q1: 398 shares; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280 shares 280 $11.9K <0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,431 shares; 2025Q1: 355 shares; 2025Q2: 614 shares; 2025Q3: 42 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $11.8K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,141 shares 1,141 $11.8K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385 shares; 2025Q1: 497 shares; 2025Q2: 551 shares; 2025Q3: 5 shares; 2025Q4: 152 shares; 2026Q1: 43 shares 43 $11.6K <0.01% -109 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $11.6K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: not reported; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $11.6K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $11.6K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,182 shares 1,182 $11.5K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 588 shares; 2025Q2: 758 shares; 2025Q3: 500 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $11.4K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: not reported; 2025Q4: 273 shares; 2026Q1: 273 shares 273 $11.3K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $11.3K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $11.2K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 259 shares; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $11.2K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $11.2K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 900 shares; 2025Q2: 1,359 shares; 2025Q3: 27 shares; 2025Q4: 140 shares; 2026Q1: 114 shares 114 $11.1K <0.01% -26 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $11.1K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: not reported; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $10.9K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $10.9K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,111 shares; 2025Q1: 907 shares; 2025Q2: 1,092 shares; 2025Q3: 85 shares; 2025Q4: 192 shares; 2026Q1: 193 shares 193 $10.8K <0.01% +1 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 500 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $10.8K <0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $10.7K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: 163 shares; 2025Q2: 233 shares; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $10.6K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 984 shares 984 $10.6K <0.01% new TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 400 shares 400 $10.6K <0.01% +150 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 181 shares; 2025Q2: 198 shares; 2025Q3: 21 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $10.6K <0.01% 0 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $10.5K <0.01% 0 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 30 shares 30 $10.4K <0.01% -30 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 849 shares; 2025Q1: 630 shares; 2025Q2: 915 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $10.3K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,583 shares; 2025Q1: 4,258 shares; 2025Q2: 4,904 shares; 2025Q3: 383 shares; 2025Q4: 2,154 shares; 2026Q1: 600 shares 600 $10.3K <0.01% -1,554 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,921 shares; 2025Q1: 3,246 shares; 2025Q2: 3,873 shares; 2025Q3: 292 shares; 2025Q4: 915 shares; 2026Q1: 24 shares 24 $10.2K <0.01% -891 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 991 shares 991 $10.2K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: not reported; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $10.1K <0.01% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $10K <0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $9.99K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $9.83K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $9.81K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $9.79K <0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $9.76K <0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $9.76K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: 650 shares 650 $9.75K <0.01% +230 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 469 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 472 shares; 2026Q1: 651 shares 651 $9.69K <0.01% +179 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 1,289 shares; 2025Q2: 1,609 shares; 2025Q3: 144 shares; 2025Q4: 506 shares; 2026Q1: 206 shares 206 $9.66K <0.01% -300 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $9.58K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,311 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: not reported; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $9.56K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,258 shares; 2025Q1: 456 shares; 2025Q2: 638 shares; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $9.54K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,370 shares; 2025Q1: 1,849 shares; 2025Q2: 2,046 shares; 2025Q3: not reported; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $9.54K <0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $9.45K <0.01% 0 Timeline FCEF 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131 shares; 2026Q1: 419 shares 419 $9.44K <0.01% +288 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 45 shares 45 $9.38K <0.01% -2 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 638 shares; 2025Q2: 1,381 shares; 2025Q3: 100 shares; 2025Q4: 200 shares; 2026Q1: 250 shares 250 $9.33K <0.01% +50 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $9.24K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 944 shares; 2025Q1: 969 shares; 2025Q2: 1,019 shares; 2025Q3: 7 shares; 2025Q4: 672 shares; 2026Q1: 144 shares 144 $9.24K <0.01% -528 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 74 shares 74 $9.23K <0.01% -35 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,849 shares; 2025Q1: 5,465 shares; 2025Q2: 6,160 shares; 2025Q3: not reported; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $9.22K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: not reported; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares 1,445 $9.22K <0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: not reported; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $9.21K <0.01% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 333 shares; 2025Q3: not reported; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $9.13K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares 410 $9.13K <0.01% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 311 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 78 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $9K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 828 shares; 2025Q2: 866 shares; 2025Q3: 43 shares; 2025Q4: 177 shares; 2026Q1: 116 shares 116 $8.98K <0.01% -61 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,758 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $8.88K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 461 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $8.88K <0.01% 0 Timeline MARUY MARUBENI CORP-UNSPONS ADR More: the full row for MARUBENI CORP-UNSPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $8.71K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $8.64K <0.01% 0 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $8.55K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903 shares 903 $8.53K <0.01% new GWX 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $8.45K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 15 shares 15 $8.43K <0.01% -10 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 64 shares 64 $8.39K <0.01% -2 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,906 shares; 2025Q3: not reported; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $8.28K <0.01% 0 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares; 2026Q1: 241 shares 241 $8.15K <0.01% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $8.12K <0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 410 shares; 2025Q1: 432 shares; 2025Q2: 763 shares; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $7.99K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $7.98K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $7.98K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,962 shares; 2025Q1: 4,079 shares; 2025Q2: 5,042 shares; 2025Q3: 372 shares; 2025Q4: 116 shares; 2026Q1: 89 shares 89 $7.91K <0.01% -27 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: not reported; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $7.91K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 230 shares 230 $7.88K <0.01% -270 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 81 shares 81 $7.88K <0.01% -696 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $7.87K <0.01% 0 EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $7.84K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 266 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 75 shares 75 $7.75K <0.01% -75 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: not reported; 2025Q4: 376 shares; 2026Q1: 376 shares 376 $7.74K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 530 shares 530 $7.68K <0.01% new PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 5,430 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $7.62K <0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 241 shares; 2025Q2: 378 shares; 2025Q3: not reported; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $7.6K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 402 shares; 2025Q2: 325 shares; 2025Q3: 7 shares; 2025Q4: 70 shares; 2026Q1: 44 shares 44 $7.57K <0.01% -26 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $7.57K <0.01% new Timeline VEU 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 182 shares; 2025Q2: 3,259 shares; 2025Q3: not reported; 2025Q4: 910 shares; 2026Q1: 100 shares 100 $7.51K <0.01% -810 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148 shares 148 $7.48K <0.01% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares 161 $7.47K <0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $7.45K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 565 shares 565 $7.41K <0.01% new ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 748 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $7.37K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 169 shares; 2025Q3: 100 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $7.37K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $7.34K <0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $7.33K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,439 shares; 2025Q1: 2,781 shares; 2025Q2: 2,770 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $7.29K <0.01% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,547 shares; 2025Q2: 4,490 shares; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $7.26K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 161 shares; 2025Q2: 262 shares; 2025Q3: not reported; 2025Q4: 166 shares; 2026Q1: 168 shares 168 $7.24K <0.01% +2 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $7.12K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 693 shares 693 $7.11K <0.01% new NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,224 shares; 2025Q1: 1,580 shares; 2025Q2: 1,468 shares; 2025Q3: 250 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $7.1K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228 shares; 2025Q1: 230 shares; 2025Q2: 234 shares; 2025Q3: 53 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $7.1K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 82 shares; 2025Q2: 92 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 25 shares 25 $7.06K <0.01% +10 Timeline CHGCY CHUGAI PHARMACEUTIC-UNSP ADR More: the full row for CHUGAI PHARMACEUTIC-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: not reported; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $7.04K <0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 511 shares; 2026Q1: 511 shares 511 $7.04K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: 222 shares; 2025Q2: 135 shares; 2025Q3: 67 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $6.98K <0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $6.97K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 136 shares; 2025Q2: 216 shares; 2025Q3: 28 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $6.96K <0.01% 0 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260 shares 260 $6.93K <0.01% new Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,265 shares; 2025Q1: 932 shares; 2025Q2: 1,202 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 150 shares 150 $6.92K <0.01% -38 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 32 shares; 2025Q2: 34 shares; 2025Q3: 3 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $6.92K <0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 627 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $6.91K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,832 shares; 2025Q1: 46,966 shares; 2025Q2: 56,317 shares; 2025Q3: 4,074 shares; 2025Q4: 227 shares; 2026Q1: 240 shares 240 $6.89K <0.01% +13 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 707 shares; 2025Q1: 432 shares; 2025Q2: 886 shares; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 48 shares 48 $6.84K <0.01% -92 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 524 shares 524 $6.82K <0.01% new IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares; 2026Q1: 57 shares 57 $6.75K <0.01% -294 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,144 shares; 2025Q1: 1,454 shares; 2025Q2: 1,697 shares; 2025Q3: 508 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $6.74K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: not reported; 2025Q4: 213 shares; 2026Q1: 210 shares 210 $6.72K <0.01% -3 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $6.71K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 689 shares 689 $6.71K <0.01% new KNG 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,868 shares; 2025Q1: 1,873 shares; 2025Q2: 932 shares; 2025Q3: 130 shares; 2025Q4: 133 shares; 2026Q1: 136 shares 136 $6.65K <0.01% +3 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 542 shares; 2026Q1: 35 shares 35 $6.63K <0.01% -507 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 428 shares; 2025Q1: 1,025 shares; 2025Q2: 936 shares; 2025Q3: 444 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $6.62K <0.01% 0 Timeline