CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,721 shares; 2025Q1: 21,968 shares; 2025Q2: 22,820 shares; 2025Q3: 19,553 shares; 2025Q4: 96,314 shares 96,314 $2.94M 0.02% +76,761 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 5,196 shares; 2025Q1: 5,741 shares; 2025Q2: 5,742 shares; 2025Q3: 5,777 shares; 2025Q4: 6,114 shares 6,114 $2.94M 0.02% +337 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,178 shares; 2025Q3: 32,556 shares; 2025Q4: 41,832 shares 41,832 $2.92M 0.02% +9,276 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,880 shares; 2024Q4: 77,384 shares; 2025Q1: 74,791 shares; 2025Q2: 80,670 shares; 2025Q3: 54,555 shares; 2025Q4: 60,081 shares 60,081 $2.89M 0.02% +5,526 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 22,851 shares; 2025Q1: 26,904 shares; 2025Q2: 27,172 shares; 2025Q3: 29,017 shares; 2025Q4: 35,219 shares 35,219 $2.88M 0.02% +6,202 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,031 shares 38,031 $2.87M 0.02% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,976 shares; 2024Q4: 34,754 shares; 2025Q1: 34,332 shares; 2025Q2: 33,947 shares; 2025Q3: 29,651 shares; 2025Q4: 28,384 shares 28,384 $2.86M 0.02% -1,267 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,023 shares; 2024Q4: 37,680 shares; 2025Q1: 37,725 shares; 2025Q2: 38,620 shares; 2025Q3: 45,077 shares; 2025Q4: 56,624 shares 56,624 $2.86M 0.02% +11,547 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,877 shares; 2024Q4: 83,014 shares; 2025Q1: 87,413 shares; 2025Q2: 83,188 shares; 2025Q3: 79,787 shares; 2025Q4: 79,203 shares 79,203 $2.86M 0.02% -584 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,069 shares; 2024Q4: 31,192 shares; 2025Q1: 31,158 shares; 2025Q2: 30,464 shares; 2025Q3: 33,989 shares; 2025Q4: 34,422 shares 34,422 $2.86M 0.02% +433 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,358 shares; 2024Q4: 21,584 shares; 2025Q1: 26,394 shares; 2025Q2: 25,872 shares; 2025Q3: 26,480 shares; 2025Q4: 27,663 shares 27,663 $2.83M 0.02% +1,183 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,203 shares; 2024Q4: 19,655 shares; 2025Q1: 19,528 shares; 2025Q2: 19,320 shares; 2025Q3: 19,181 shares; 2025Q4: 19,880 shares 19,880 $2.81M 0.02% +699 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 11,147 shares; 2025Q1: 14,367 shares; 2025Q2: 16,413 shares; 2025Q3: 17,633 shares; 2025Q4: 54,891 shares 54,891 $2.79M 0.02% +37,258 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 17,314 shares; 2025Q1: 24,209 shares; 2025Q2: 22,293 shares; 2025Q3: 23,394 shares; 2025Q4: 32,592 shares 32,592 $2.78M 0.02% +9,198 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,980 shares; 2024Q4: 66,557 shares; 2025Q1: 68,174 shares; 2025Q2: 63,978 shares; 2025Q3: 61,331 shares; 2025Q4: 59,853 shares 59,853 $2.76M 0.02% -1,478 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,453 shares; 2024Q4: 27,440 shares; 2025Q1: 29,416 shares; 2025Q2: 28,648 shares; 2025Q3: 31,107 shares; 2025Q4: 34,417 shares 34,417 $2.75M 0.02% +3,310 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,014 shares; 2024Q4: 73,940 shares; 2025Q1: 72,866 shares; 2025Q2: 71,400 shares; 2025Q3: 70,703 shares; 2025Q4: 69,127 shares 69,127 $2.73M 0.02% -1,576 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 5,606 shares; 2025Q1: 30,096 shares; 2025Q2: 30,298 shares; 2025Q3: 35,632 shares; 2025Q4: 39,954 shares 39,954 $2.73M 0.02% +4,322 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,783 shares; 2025Q2: 54,724 shares; 2025Q3: 53,883 shares; 2025Q4: 53,486 shares 53,486 $2.72M 0.02% -397 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,899 shares; 2025Q1: 14,069 shares; 2025Q2: 26,805 shares; 2025Q3: 34,912 shares; 2025Q4: 28,960 shares 28,960 $2.72M 0.02% -5,952 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,346 shares; 2025Q2: 55,004 shares; 2025Q3: 66,686 shares; 2025Q4: 65,571 shares 65,571 $2.7M 0.02% -1,115 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,925 shares; 2024Q4: 8,925 shares; 2025Q1: 8,925 shares; 2025Q2: 8,925 shares; 2025Q3: 8,925 shares; 2025Q4: 8,928 shares 8,928 $2.68M 0.02% +3 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,226 shares; 2025Q3: 4,537 shares; 2025Q4: 17,465 shares 17,465 $2.67M 0.02% +12,928 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,613 shares; 2025Q2: 79,794 shares; 2025Q3: 79,826 shares; 2025Q4: 63,149 shares 63,149 $2.64M 0.02% -16,677 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,566 shares; 2024Q4: 14,675 shares; 2025Q1: 28,718 shares; 2025Q2: 28,683 shares; 2025Q3: 35,429 shares; 2025Q4: 40,856 shares 40,856 $2.63M 0.02% +5,427 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,609 shares; 2025Q1: 15,944 shares; 2025Q2: 17,413 shares; 2025Q3: 16,094 shares; 2025Q4: 19,952 shares 19,952 $2.61M 0.02% +3,858 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,963 shares; 2025Q1: 26,667 shares; 2025Q2: 27,751 shares; 2025Q3: 15,539 shares; 2025Q4: 20,363 shares 20,363 $2.6M 0.02% +4,824 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 922 shares; 2025Q1: 1,974 shares; 2025Q2: 1,356 shares; 2025Q3: 1,308 shares; 2025Q4: 2,953 shares 2,953 $2.6M 0.02% +1,645 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 6,122 shares; 2025Q1: 6,355 shares; 2025Q2: 6,304 shares; 2025Q3: 6,062 shares; 2025Q4: 6,666 shares 6,666 $2.59M 0.02% +604 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,259 shares; 2024Q4: 95,329 shares; 2025Q1: 95,329 shares; 2025Q2: 95,829 shares; 2025Q3: 97,680 shares; 2025Q4: 109,680 shares 109,680 $2.59M 0.02% +12,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,891 shares; 2025Q1: 11,882 shares; 2025Q2: 11,891 shares; 2025Q3: 11,770 shares; 2025Q4: 13,990 shares 13,990 $2.59M 0.02% +2,220 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,784 shares; 2025Q2: 60,912 shares; 2025Q3: 66,772 shares; 2025Q4: 67,426 shares 67,426 $2.58M 0.02% +654 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,093 shares; 2025Q1: 8,125 shares; 2025Q2: 8,108 shares; 2025Q3: 11,003 shares; 2025Q4: 103,571 shares 103,571 $2.58M 0.02% +92,568 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,064 shares; 2025Q1: 8,754 shares; 2025Q2: 25,566 shares; 2025Q3: 32,231 shares; 2025Q4: 36,159 shares 36,159 $2.57M 0.02% +3,928 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,287 shares 79,287 $2.56M 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 7,942 shares; 2025Q1: 8,198 shares; 2025Q2: 7,679 shares; 2025Q3: 8,838 shares; 2025Q4: 8,242 shares 8,242 $2.56M 0.02% -596 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,696 shares; 2024Q4: 35,395 shares; 2025Q1: 35,978 shares; 2025Q2: 41,354 shares; 2025Q3: 43,432 shares; 2025Q4: 42,110 shares 42,110 $2.53M 0.02% -1,322 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 5,510 shares; 2025Q1: 6,229 shares; 2025Q2: 5,931 shares; 2025Q3: 6,586 shares; 2025Q4: 7,213 shares 7,213 $2.53M 0.02% +627 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,788 shares; 2024Q4: 19,534 shares; 2025Q1: 22,195 shares; 2025Q2: 20,131 shares; 2025Q3: 20,823 shares; 2025Q4: 21,777 shares 21,777 $2.53M 0.02% +954 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 11,509 shares; 2025Q1: 11,723 shares; 2025Q2: 11,835 shares; 2025Q3: 12,016 shares; 2025Q4: 13,432 shares 13,432 $2.53M 0.02% +1,416 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308,177 shares; 2025Q4: 306,539 shares 306,539 $2.51M 0.02% -1,638 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 2,666 shares; 2025Q1: 2,720 shares; 2025Q2: 7,674 shares; 2025Q3: 7,141 shares; 2025Q4: 7,965 shares 7,965 $2.51M 0.02% +824 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,739 shares 41,739 $2.51M 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,315 shares; 2024Q4: 21,166 shares; 2025Q1: 20,294 shares; 2025Q2: 23,749 shares; 2025Q3: 28,478 shares; 2025Q4: 30,806 shares 30,806 $2.51M 0.02% +2,328 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,521 shares 24,521 $2.51M 0.02% new Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,024 shares; 2025Q3: 90,886 shares; 2025Q4: 86,853 shares 86,853 $2.5M 0.02% -4,033 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,409 shares; 2024Q4: 21,945 shares; 2025Q1: 21,382 shares; 2025Q2: 20,701 shares; 2025Q3: 20,786 shares; 2025Q4: 20,322 shares 20,322 $2.5M 0.02% -464 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,843 shares 40,843 $2.46M 0.02% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,120 shares; 2024Q4: 16,424 shares; 2025Q1: 16,179 shares; 2025Q2: 17,113 shares; 2025Q3: 16,581 shares; 2025Q4: 16,597 shares 16,597 $2.46M 0.02% +16 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,359 shares; 2024Q4: 44,957 shares; 2025Q1: 45,788 shares; 2025Q2: 45,497 shares; 2025Q3: 47,451 shares; 2025Q4: 48,933 shares 48,933 $2.45M 0.02% +1,482 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 16,084 shares; 2025Q1: 15,584 shares; 2025Q2: 19,099 shares; 2025Q3: 21,577 shares; 2025Q4: 35,117 shares 35,117 $2.44M 0.02% +13,540 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,120 shares; 2025Q2: 31,619 shares; 2025Q3: 21,580 shares; 2025Q4: 21,532 shares 21,532 $2.44M 0.02% -48 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: 11,045 shares; 2025Q2: 11,451 shares; 2025Q3: 12,131 shares; 2025Q4: 12,003 shares 12,003 $2.43M 0.02% -128 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,106 shares; 2024Q4: 49,042 shares; 2025Q1: 53,160 shares; 2025Q2: 50,017 shares; 2025Q3: 48,316 shares; 2025Q4: 48,063 shares 48,063 $2.42M 0.02% -253 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,328 shares; 2024Q4: 11,328 shares; 2025Q1: 14,561 shares; 2025Q2: 14,918 shares; 2025Q3: 14,922 shares; 2025Q4: 14,158 shares 14,158 $2.41M 0.02% -764 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,351 shares; 2024Q4: 95,017 shares; 2025Q1: 77,972 shares; 2025Q2: 76,135 shares; 2025Q3: 28,418 shares; 2025Q4: 27,666 shares 27,666 $2.41M 0.02% -752 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 15,743 shares; 2025Q1: 14,987 shares; 2025Q2: 11,138 shares; 2025Q3: 14,463 shares; 2025Q4: 19,027 shares 19,027 $2.41M 0.02% +4,564 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,920 shares; 2025Q2: 54,920 shares; 2025Q3: 54,920 shares; 2025Q4: 47,052 shares 47,052 $2.41M 0.02% -7,868 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,067 shares; 2025Q4: 26,705 shares 26,705 $2.4M 0.02% +24,638 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,077 shares; 2024Q4: 50,756 shares; 2025Q1: 50,277 shares; 2025Q2: 48,146 shares; 2025Q3: 49,091 shares; 2025Q4: 46,540 shares 46,540 $2.4M 0.02% -2,551 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,299 shares; 2024Q4: 21,299 shares; 2025Q1: 20,507 shares; 2025Q2: 20,940 shares; 2025Q3: 20,940 shares; 2025Q4: 21,205 shares 21,205 $2.37M 0.02% +265 Timeline BDVG IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171,670 shares; 2025Q2: 176,355 shares; 2025Q3: 185,935 shares; 2025Q4: 183,903 shares 183,903 $2.36M 0.02% -2,032 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,448 shares; 2025Q3: 123,820 shares; 2025Q4: 133,495 shares 133,495 $2.34M 0.02% +9,675 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,989 shares 94,989 $2.33M 0.02% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,872 shares; 2025Q3: 1,883 shares; 2025Q4: 18,505 shares 18,505 $2.32M 0.02% +16,622 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,071 shares; 2024Q4: 27,845 shares; 2025Q1: 28,224 shares; 2025Q2: 33,923 shares; 2025Q3: 35,653 shares; 2025Q4: 40,981 shares 40,981 $2.31M 0.02% +5,328 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,829 shares 153,829 $2.31M 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 4,538 shares; 2025Q1: 4,252 shares; 2025Q2: 4,016 shares; 2025Q3: 4,651 shares; 2025Q4: 12,383 shares 12,383 $2.3M 0.02% +7,732 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,497 shares; 2025Q1: 1,557 shares; 2025Q2: 1,827 shares; 2025Q3: 1,967 shares; 2025Q4: 2,460 shares 2,460 $2.3M 0.02% +493 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,395 shares; 2025Q2: 8,503 shares; 2025Q3: 8,483 shares; 2025Q4: 40,272 shares 40,272 $2.28M 0.02% +31,789 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,003 shares 55,003 $2.25M 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,971 shares; 2024Q4: 37,883 shares; 2025Q1: 39,478 shares; 2025Q2: 33,454 shares; 2025Q3: 33,771 shares; 2025Q4: 32,813 shares 32,813 $2.24M 0.02% -958 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,314 shares; 2025Q1: 16,852 shares; 2025Q2: 16,852 shares; 2025Q3: 16,852 shares; 2025Q4: 17,400 shares 17,400 $2.24M 0.02% +548 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,579 shares; 2024Q4: 46,797 shares; 2025Q1: 51,170 shares; 2025Q2: 53,301 shares; 2025Q3: 55,461 shares; 2025Q4: 57,406 shares 57,406 $2.2M 0.02% +1,945 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 17,904 shares 17,904 $2.19M 0.02% +16,089 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,056 shares; 2025Q2: 60,093 shares; 2025Q3: 60,125 shares; 2025Q4: 60,154 shares 60,154 $2.18M 0.02% +29 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,443 shares; 2024Q4: 29,593 shares; 2025Q1: 29,193 shares; 2025Q2: 44,674 shares; 2025Q3: 44,366 shares; 2025Q4: 45,766 shares 45,766 $2.16M 0.02% +1,400 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,987 shares; 2024Q4: 10,243 shares; 2025Q1: 13,605 shares; 2025Q2: 13,778 shares; 2025Q3: 14,010 shares; 2025Q4: 15,647 shares 15,647 $2.16M 0.02% +1,637 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,686 shares; 2024Q4: 42,681 shares; 2025Q1: 136,890 shares; 2025Q2: 100,566 shares; 2025Q3: 112,271 shares; 2025Q4: 62,594 shares 62,594 $2.16M 0.02% -49,677 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,799 shares 64,799 $2.14M 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 8,510 shares; 2025Q1: 10,171 shares; 2025Q2: 11,155 shares; 2025Q3: 15,773 shares; 2025Q4: 19,408 shares 19,408 $2.14M 0.02% +3,635 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,976 shares; 2025Q2: 31,592 shares; 2025Q3: 31,655 shares; 2025Q4: 32,226 shares 32,226 $2.13M 0.02% +571 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,801 shares; 2024Q4: 95,315 shares; 2025Q1: 93,041 shares; 2025Q2: 82,512 shares; 2025Q3: 82,461 shares; 2025Q4: 82,061 shares 82,061 $2.12M 0.02% -400 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,696 shares; 2024Q4: 18,951 shares; 2025Q1: 18,954 shares; 2025Q2: 18,956 shares; 2025Q3: 18,931 shares; 2025Q4: 18,189 shares 18,189 $2.12M 0.02% -742 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,049 shares 28,049 $2.12M 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,489 shares; 2024Q4: 86,639 shares; 2025Q1: 86,057 shares; 2025Q2: 76,670 shares; 2025Q3: 72,330 shares; 2025Q4: 160,902 shares 160,902 $2.11M 0.02% +88,572 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,010 shares; 2024Q4: 56,535 shares; 2025Q1: 66,708 shares; 2025Q2: 179,637 shares; 2025Q3: 196,632 shares; 2025Q4: 79,695 shares 79,695 $2.11M 0.02% -116,937 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,538 shares; 2025Q2: 50,388 shares; 2025Q3: 48,286 shares; 2025Q4: 42,536 shares 42,536 $2.11M 0.02% -5,750 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 17,686 shares; 2025Q1: 25,924 shares; 2025Q2: 25,974 shares; 2025Q3: 25,872 shares; 2025Q4: 45,879 shares 45,879 $2.11M 0.02% +20,007 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,096 shares; 2024Q4: 35,095 shares; 2025Q1: 34,096 shares; 2025Q2: 33,718 shares; 2025Q3: 34,065 shares; 2025Q4: 45,782 shares 45,782 $2.1M 0.02% +11,717 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,818 shares; 2025Q1: 2,566 shares; 2025Q2: 20,017 shares; 2025Q3: 23,784 shares; 2025Q4: 21,999 shares 21,999 $2.09M 0.02% -1,785 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,885 shares; 2025Q3: 31,417 shares; 2025Q4: 59,008 shares 59,008 $2.08M 0.02% +27,591 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 660 shares; 2025Q1: 730 shares; 2025Q2: 687 shares; 2025Q3: 681 shares; 2025Q4: 3,024 shares 3,024 $2.05M 0.02% +2,343 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,280 shares; 2025Q1: 1,426 shares; 2025Q2: 1,348 shares; 2025Q3: 1,869 shares; 2025Q4: 2,645 shares 2,645 $2.04M 0.02% +776 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,855 shares; 2025Q1: 3,069 shares; 2025Q2: 3,130 shares; 2025Q3: 3,005 shares; 2025Q4: 12,998 shares 12,998 $2.04M 0.02% +9,993 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 6,292 shares; 2025Q1: 6,499 shares; 2025Q2: 6,767 shares; 2025Q3: 7,110 shares; 2025Q4: 12,419 shares 12,419 $2.02M 0.02% +5,309 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,552 shares; 2024Q4: 170,342 shares; 2025Q1: 196,486 shares; 2025Q2: 187,608 shares; 2025Q3: 191,517 shares; 2025Q4: 172,888 shares 172,888 $2.01M 0.02% -18,629 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 4,891 shares; 2025Q1: 5,110 shares; 2025Q2: 4,975 shares; 2025Q3: 3,716 shares; 2025Q4: 6,929 shares 6,929 $2.01M 0.02% +3,213 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,317 shares; 2025Q2: 102,660 shares; 2025Q3: 105,123 shares; 2025Q4: 109,081 shares 109,081 $2M 0.02% +3,958 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,593 shares; 2025Q1: 8,141 shares; 2025Q2: 8,898 shares; 2025Q3: 9,950 shares; 2025Q4: 50,843 shares 50,843 $1.99M 0.02% +40,893 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,971 shares; 2024Q4: 34,374 shares; 2025Q1: 32,677 shares; 2025Q2: 32,022 shares; 2025Q3: 31,177 shares; 2025Q4: 30,121 shares 30,121 $1.98M 0.02% -1,056 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,814 shares; 2025Q3: 59,246 shares; 2025Q4: 62,213 shares 62,213 $1.97M 0.02% +2,967 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,487 shares; 2024Q4: 10,830 shares; 2025Q1: 11,752 shares; 2025Q2: 13,282 shares; 2025Q3: 12,910 shares; 2025Q4: 83,219 shares 83,219 $1.97M 0.02% +70,309 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 2,398 shares; 2025Q1: 2,177 shares; 2025Q2: 2,232 shares; 2025Q3: 2,464 shares; 2025Q4: 5,017 shares 5,017 $1.95M 0.02% +2,553 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,988 shares; 2024Q4: 19,001 shares; 2025Q1: 19,004 shares; 2025Q2: 19,007 shares; 2025Q3: 19,190 shares; 2025Q4: 17,800 shares 17,800 $1.93M 0.02% -1,390 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 8,781 shares; 2025Q1: 9,406 shares; 2025Q2: 9,300 shares; 2025Q3: 9,321 shares; 2025Q4: 11,972 shares 11,972 $1.93M 0.02% +2,651 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,720 shares 44,720 $1.92M 0.02% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,418 shares; 2024Q4: 45,573 shares; 2025Q1: 45,163 shares; 2025Q2: 44,354 shares; 2025Q3: 46,743 shares; 2025Q4: 50,160 shares 50,160 $1.9M 0.02% +3,417 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,763 shares; 2024Q4: 14,861 shares; 2025Q1: 13,714 shares; 2025Q2: 13,848 shares; 2025Q3: 13,449 shares; 2025Q4: 13,140 shares 13,140 $1.88M 0.02% -309 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,363 shares; 2024Q4: 66,163 shares; 2025Q1: 67,259 shares; 2025Q2: 64,899 shares; 2025Q3: 59,788 shares; 2025Q4: 80,582 shares 80,582 $1.87M 0.02% +20,794 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,320 shares; 2025Q1: 3,083 shares; 2025Q2: 3,049 shares; 2025Q3: 47,838 shares; 2025Q4: 27,583 shares 27,583 $1.83M 0.01% -20,255 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,325 shares; 2025Q1: 10,661 shares; 2025Q2: 10,661 shares; 2025Q3: 14,161 shares; 2025Q4: 39,674 shares 39,674 $1.81M 0.01% +25,513 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,722 shares; 2024Q4: 66,444 shares; 2025Q1: 66,182 shares; 2025Q2: 68,159 shares; 2025Q3: 76,789 shares; 2025Q4: 95,540 shares 95,540 $1.81M 0.01% +18,751 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,892 shares; 2025Q2: 40,675 shares; 2025Q3: 37,841 shares; 2025Q4: 32,341 shares 32,341 $1.8M 0.01% -5,500 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,415 shares; 2024Q4: 30,105 shares; 2025Q1: 29,429 shares; 2025Q2: 28,686 shares; 2025Q3: 29,434 shares; 2025Q4: 30,782 shares 30,782 $1.8M 0.01% +1,348 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,404 shares; 2024Q4: 11,811 shares; 2025Q1: 13,837 shares; 2025Q2: 13,884 shares; 2025Q3: 13,736 shares; 2025Q4: 30,487 shares 30,487 $1.79M 0.01% +16,751 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,835 shares; 2024Q4: 55,779 shares; 2025Q1: 52,718 shares; 2025Q2: 49,681 shares; 2025Q3: 44,395 shares; 2025Q4: 42,468 shares 42,468 $1.78M 0.01% -1,927 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 8,860 shares; 2025Q1: 9,916 shares; 2025Q2: 8,863 shares; 2025Q3: 8,011 shares; 2025Q4: 22,568 shares 22,568 $1.78M 0.01% +14,557 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,962 shares; 2025Q4: 18,765 shares 18,765 $1.77M 0.01% -1,197 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,841 shares; 2025Q2: 7,255 shares; 2025Q3: 12,634 shares; 2025Q4: 38,165 shares 38,165 $1.73M 0.01% +25,531 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,769 shares; 2024Q4: 85,446 shares; 2025Q1: 68,746 shares; 2025Q2: 63,983 shares; 2025Q3: 60,962 shares; 2025Q4: 58,749 shares 58,749 $1.73M 0.01% -2,213 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,833 shares; 2025Q1: 69,517 shares; 2025Q2: 69,517 shares; 2025Q3: 67,744 shares; 2025Q4: 69,123 shares 69,123 $1.72M 0.01% +1,379 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,663 shares; 2024Q4: 28,932 shares; 2025Q1: 38,674 shares; 2025Q2: 92,837 shares; 2025Q3: 87,973 shares; 2025Q4: 35,421 shares 35,421 $1.7M 0.01% -52,552 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,088 shares; 2024Q4: 26,773 shares; 2025Q1: 26,550 shares; 2025Q2: 26,566 shares; 2025Q3: 28,933 shares; 2025Q4: 27,098 shares 27,098 $1.68M 0.01% -1,835 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,557 shares; 2025Q1: 8,284 shares; 2025Q2: 22,614 shares; 2025Q3: 14,022 shares; 2025Q4: 9,118 shares 9,118 $1.68M 0.01% -4,904 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 8,868 shares; 2025Q1: 8,900 shares; 2025Q2: 9,280 shares; 2025Q3: 9,654 shares; 2025Q4: 27,966 shares 27,966 $1.68M 0.01% +18,312 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,964 shares; 2024Q4: 76,663 shares; 2025Q1: 75,413 shares; 2025Q2: 72,060 shares; 2025Q3: 71,396 shares; 2025Q4: 68,937 shares 68,937 $1.68M 0.01% -2,459 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 5,112 shares; 2025Q1: 5,885 shares; 2025Q2: 5,903 shares; 2025Q3: 5,750 shares; 2025Q4: 11,061 shares 11,061 $1.67M 0.01% +5,311 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,106 shares 85,106 $1.66M 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 3,470 shares; 2025Q1: 5,443 shares; 2025Q2: 6,318 shares; 2025Q3: 6,926 shares; 2025Q4: 8,474 shares 8,474 $1.64M 0.01% +1,548 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,558 shares; 2024Q4: 48,056 shares; 2025Q1: 52,365 shares; 2025Q2: 47,214 shares; 2025Q3: 51,903 shares; 2025Q4: 60,487 shares 60,487 $1.64M 0.01% +8,584 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,925 shares; 2025Q2: 7,695 shares; 2025Q3: 22,554 shares; 2025Q4: 34,527 shares 34,527 $1.63M 0.01% +11,973 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,491 shares; 2024Q4: 44,785 shares; 2025Q1: 45,448 shares; 2025Q2: 46,848 shares; 2025Q3: 32,326 shares; 2025Q4: 32,704 shares 32,704 $1.62M 0.01% +378 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,109 shares; 2025Q1: 7,629 shares; 2025Q2: 6,780 shares; 2025Q3: 9,980 shares; 2025Q4: 36,201 shares 36,201 $1.58M 0.01% +26,221 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,489 shares; 2024Q4: 71,459 shares; 2025Q1: 73,023 shares; 2025Q2: 72,046 shares; 2025Q3: 78,206 shares; 2025Q4: 75,134 shares 75,134 $1.58M 0.01% -3,072 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,791 shares; 2025Q1: 67,201 shares; 2025Q2: 67,600 shares; 2025Q3: 67,631 shares; 2025Q4: 67,360 shares 67,360 $1.57M 0.01% -271 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 3,885 shares; 2025Q1: 4,686 shares; 2025Q2: 5,019 shares; 2025Q3: 5,509 shares; 2025Q4: 5,367 shares 5,367 $1.56M 0.01% -142 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,056 shares; 2024Q4: 6,329 shares; 2025Q1: 6,312 shares; 2025Q2: 15,553 shares; 2025Q3: 17,119 shares; 2025Q4: 18,128 shares 18,128 $1.55M 0.01% +1,009 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,372 shares; 2025Q1: 22,462 shares; 2025Q2: 22,324 shares; 2025Q3: 20,557 shares; 2025Q4: 54,401 shares 54,401 $1.52M 0.01% +33,844 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,407 shares; 2025Q1: 21,916 shares; 2025Q2: 32,082 shares; 2025Q3: 31,928 shares; 2025Q4: 32,589 shares 32,589 $1.52M 0.01% +661 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 23,907 shares; 2025Q1: 25,345 shares; 2025Q2: 25,149 shares; 2025Q3: 23,955 shares; 2025Q4: 30,302 shares 30,302 $1.52M 0.01% +6,347 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 9,314 shares; 2025Q1: 11,500 shares; 2025Q2: 10,843 shares; 2025Q3: 14,523 shares; 2025Q4: 15,204 shares 15,204 $1.51M 0.01% +681 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,340 shares; 2024Q4: 22,567 shares; 2025Q1: 21,753 shares; 2025Q2: 21,668 shares; 2025Q3: 20,556 shares; 2025Q4: 18,575 shares 18,575 $1.5M 0.01% -1,981 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 8,252 shares; 2025Q1: 8,623 shares; 2025Q2: 8,834 shares; 2025Q3: 8,756 shares; 2025Q4: 8,933 shares 8,933 $1.5M 0.01% +177 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,006 shares; 2025Q1: 17,956 shares; 2025Q2: 18,356 shares; 2025Q3: 18,405 shares; 2025Q4: 18,406 shares 18,406 $1.48M 0.01% +1 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,723 shares; 2025Q1: 23,054 shares; 2025Q2: 17,656 shares; 2025Q3: 13,023 shares; 2025Q4: 39,894 shares 39,894 $1.48M 0.01% +26,871 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,558 shares 22,558 $1.48M 0.01% new Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,939 shares 126,939 $1.47M 0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 13,100 shares; 2025Q1: 15,546 shares; 2025Q2: 32,543 shares; 2025Q3: 31,651 shares; 2025Q4: 32,126 shares 32,126 $1.47M 0.01% +475 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 392 shares; 2025Q1: 391 shares; 2025Q2: 404 shares; 2025Q3: 473 shares; 2025Q4: 430 shares 430 $1.46M 0.01% -43 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,233 shares; 2024Q4: 68,331 shares; 2025Q1: 70,881 shares; 2025Q2: 66,353 shares; 2025Q3: 67,911 shares; 2025Q4: 58,061 shares 58,061 $1.46M 0.01% -9,850 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,715 shares; 2024Q4: 34,710 shares; 2025Q1: 34,570 shares; 2025Q2: 34,806 shares; 2025Q3: 34,873 shares; 2025Q4: 35,101 shares 35,101 $1.46M 0.01% +228 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,572 shares; 2024Q4: 45,973 shares; 2025Q1: 49,196 shares; 2025Q2: 48,723 shares; 2025Q3: 51,577 shares; 2025Q4: 63,546 shares 63,546 $1.46M 0.01% +11,969 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,882 shares; 2024Q4: 11,882 shares; 2025Q1: 11,898 shares; 2025Q2: 12,075 shares; 2025Q3: 12,075 shares; 2025Q4: 13,041 shares 13,041 $1.45M 0.01% +966 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 9,524 shares; 2025Q1: 141,594 shares; 2025Q2: 16,860 shares; 2025Q3: 16,690 shares; 2025Q4: 19,541 shares 19,541 $1.44M 0.01% +2,851 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,632 shares; 2025Q2: 36,704 shares; 2025Q3: 33,096 shares; 2025Q4: 78,063 shares 78,063 $1.43M 0.01% +44,967 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 559 shares; 2025Q1: 656 shares; 2025Q2: 660 shares; 2025Q3: 661 shares; 2025Q4: 661 shares 661 $1.42M 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,779 shares; 2024Q4: 46,855 shares; 2025Q1: 47,205 shares; 2025Q2: 47,640 shares; 2025Q3: 52,565 shares; 2025Q4: 42,848 shares 42,848 $1.41M 0.01% -9,717 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,251 shares; 2025Q1: 9,671 shares; 2025Q2: 9,914 shares; 2025Q3: 10,697 shares; 2025Q4: 11,175 shares 11,175 $1.41M 0.01% +478 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,981 shares; 2024Q4: 60,057 shares; 2025Q1: 69,615 shares; 2025Q2: 62,839 shares; 2025Q3: 51,116 shares; 2025Q4: 51,922 shares 51,922 $1.41M 0.01% +806 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 2,754 shares; 2025Q1: 2,191 shares; 2025Q2: 2,373 shares; 2025Q3: 2,387 shares; 2025Q4: 4,358 shares 4,358 $1.41M 0.01% +1,971 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 718 shares; 2025Q2: 757 shares; 2025Q3: 925 shares; 2025Q4: 1,161 shares 1,161 $1.41M 0.01% +236 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,006 shares; 2024Q4: 80,124 shares; 2025Q1: 94,295 shares; 2025Q2: 98,384 shares; 2025Q3: 111,351 shares; 2025Q4: 99,406 shares 99,406 $1.41M 0.01% -11,945 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,898 shares; 2024Q4: 35,019 shares; 2025Q1: 35,032 shares; 2025Q2: 35,242 shares; 2025Q3: 35,595 shares; 2025Q4: 36,011 shares 36,011 $1.4M 0.01% +416 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,734 shares; 2024Q4: 9,621 shares; 2025Q1: 9,719 shares; 2025Q2: 9,180 shares; 2025Q3: 8,815 shares; 2025Q4: 8,709 shares 8,709 $1.4M 0.01% -106 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,718 shares; 2024Q4: 12,709 shares; 2025Q1: 13,132 shares; 2025Q2: 13,250 shares; 2025Q3: 13,335 shares; 2025Q4: 13,581 shares 13,581 $1.39M 0.01% +246 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,417 shares; 2024Q4: 35,881 shares; 2025Q1: 33,566 shares; 2025Q2: 32,883 shares; 2025Q3: 31,852 shares; 2025Q4: 30,284 shares 30,284 $1.39M 0.01% -1,568 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 7,794 shares; 2025Q1: 8,531 shares; 2025Q2: 9,533 shares; 2025Q3: 9,680 shares; 2025Q4: 11,037 shares 11,037 $1.39M 0.01% +1,357 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 9,953 shares; 2025Q1: 9,455 shares; 2025Q2: 10,050 shares; 2025Q3: 10,088 shares; 2025Q4: 11,601 shares 11,601 $1.39M 0.01% +1,513 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 9,120 shares; 2025Q1: 8,940 shares; 2025Q2: 8,462 shares; 2025Q3: 9,456 shares; 2025Q4: 14,422 shares 14,422 $1.39M 0.01% +4,966 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,933 shares; 2024Q4: 380,351 shares; 2025Q1: 379,526 shares; 2025Q2: 362,277 shares; 2025Q3: 389,099 shares; 2025Q4: 67,994 shares 67,994 $1.39M 0.01% -321,105 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,713 shares; 2024Q4: 20,503 shares; 2025Q1: 21,525 shares; 2025Q2: 21,228 shares; 2025Q3: 21,447 shares; 2025Q4: 21,873 shares 21,873 $1.38M 0.01% +426 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,507 shares; 2025Q1: 1,954 shares; 2025Q2: 1,952 shares; 2025Q3: 1,985 shares; 2025Q4: 4,963 shares 4,963 $1.38M 0.01% +2,978 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 5,204 shares; 2025Q1: 6,704 shares; 2025Q2: 6,204 shares; 2025Q3: 5,876 shares; 2025Q4: 9,845 shares 9,845 $1.37M 0.01% +3,969 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,299 shares; 2024Q4: 42,861 shares; 2025Q1: 41,743 shares; 2025Q2: 42,760 shares; 2025Q3: 39,707 shares; 2025Q4: 38,727 shares 38,727 $1.36M 0.01% -980 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 12,067 shares; 2025Q1: 11,890 shares; 2025Q2: 12,222 shares; 2025Q3: 12,036 shares; 2025Q4: 15,033 shares 15,033 $1.36M 0.01% +2,997 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,480 shares; 2025Q1: 1,733 shares; 2025Q2: 1,897 shares; 2025Q3: 2,119 shares; 2025Q4: 2,764 shares 2,764 $1.36M 0.01% +645 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,095 shares 40,095 $1.34M 0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: not reported; 2025Q1: 4,053 shares; 2025Q2: 4,105 shares; 2025Q3: 4,121 shares; 2025Q4: 4,148 shares 4,148 $1.34M 0.01% +27 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,822 shares; 2025Q1: 1,824 shares; 2025Q2: 2,034 shares; 2025Q3: 1,956 shares; 2025Q4: 5,166 shares 5,166 $1.34M 0.01% +3,210 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 9,621 shares; 2025Q1: 9,625 shares; 2025Q2: 9,759 shares; 2025Q3: 9,767 shares; 2025Q4: 33,569 shares 33,569 $1.34M 0.01% +23,802 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,943 shares; 2024Q4: 48,369 shares; 2025Q1: 41,984 shares; 2025Q2: 40,906 shares; 2025Q3: 42,579 shares; 2025Q4: 37,916 shares 37,916 $1.33M 0.01% -4,663 Timeline XRSFX RIVERNORTH CAP AND INCM FD I More: the full row for RIVERNORTH CAP AND INCM FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,206 shares; 2024Q4: 124,637 shares; 2025Q1: 115,032 shares; 2025Q2: 103,085 shares; 2025Q3: 99,414 shares; 2025Q4: 92,523 shares 92,523 $1.33M 0.01% -6,891 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 1,121 shares; 2025Q1: 1,144 shares; 2025Q2: 1,153 shares; 2025Q3: 1,168 shares; 2025Q4: 1,452 shares 1,452 $1.32M 0.01% +284 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,301 shares; 2024Q4: 8,850 shares; 2025Q1: 13,749 shares; 2025Q2: 13,449 shares; 2025Q3: 13,812 shares; 2025Q4: 17,856 shares 17,856 $1.31M 0.01% +4,044 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,006 shares; 2024Q4: 35,517 shares; 2025Q1: 34,363 shares; 2025Q2: 30,118 shares; 2025Q3: 29,021 shares; 2025Q4: 27,289 shares 27,289 $1.31M 0.01% -1,732 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,860 shares; 2025Q2: 4,835 shares; 2025Q3: 6,629 shares; 2025Q4: 25,320 shares 25,320 $1.31M 0.01% +18,691 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,034 shares; 2025Q1: 3,379 shares; 2025Q2: 4,346 shares; 2025Q3: 6,114 shares; 2025Q4: 10,385 shares 10,385 $1.31M 0.01% +4,271 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 995 shares; 2025Q1: 1,008 shares; 2025Q2: 1,009 shares; 2025Q3: 788 shares; 2025Q4: 2,535 shares 2,535 $1.29M 0.01% +1,747 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,248 shares 88,248 $1.29M 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,652 shares; 2025Q1: 19,358 shares; 2025Q2: 19,452 shares; 2025Q3: 19,380 shares; 2025Q4: 27,575 shares 27,575 $1.29M 0.01% +8,195 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,927 shares; 2025Q1: 3,963 shares; 2025Q2: 3,957 shares; 2025Q3: 3,939 shares; 2025Q4: 3,875 shares 3,875 $1.29M 0.01% -64 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,048 shares; 2025Q2: 5,123 shares; 2025Q3: 9,623 shares; 2025Q4: 13,845 shares 13,845 $1.28M 0.01% +4,222 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 811 shares; 2025Q2: 906 shares; 2025Q3: 917 shares; 2025Q4: 1,581 shares 1,581 $1.28M 0.01% +664 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 6,839 shares; 2025Q1: 9,913 shares; 2025Q2: 9,442 shares; 2025Q3: 9,429 shares; 2025Q4: 10,487 shares 10,487 $1.27M 0.01% +1,058 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,525 shares; 2025Q1: 8,185 shares; 2025Q2: 8,636 shares; 2025Q3: 10,865 shares; 2025Q4: 11,135 shares 11,135 $1.27M 0.01% +270 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,824 shares; 2024Q4: 85,325 shares; 2025Q1: 101,769 shares; 2025Q2: 84,787 shares; 2025Q3: 17,805 shares; 2025Q4: 17,438 shares 17,438 $1.27M 0.01% -367 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,018 shares; 2025Q3: 10,980 shares; 2025Q4: 16,784 shares 16,784 $1.27M 0.01% +5,804 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 9,097 shares; 2025Q1: 8,575 shares; 2025Q2: 10,670 shares; 2025Q3: 10,376 shares; 2025Q4: 10,556 shares 10,556 $1.25M 0.01% +180 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,421 shares; 2024Q4: 22,715 shares; 2025Q1: 26,479 shares; 2025Q2: 26,559 shares; 2025Q3: 24,473 shares; 2025Q4: 35,197 shares 35,197 $1.25M 0.01% +10,724 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 2,662 shares; 2025Q1: 3,230 shares; 2025Q2: 3,266 shares; 2025Q3: 7,887 shares; 2025Q4: 9,221 shares 9,221 $1.25M 0.01% +1,334 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,430 shares; 2024Q4: 64,438 shares; 2025Q1: 64,430 shares; 2025Q2: 64,621 shares; 2025Q3: 65,166 shares; 2025Q4: 66,193 shares 66,193 $1.25M 0.01% +1,027 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,698 shares; 2024Q4: 10,090 shares; 2025Q1: 10,169 shares; 2025Q2: 9,387 shares; 2025Q3: 7,871 shares; 2025Q4: 9,867 shares 9,867 $1.24M 0.01% +1,996 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,185 shares; 2025Q1: 5,612 shares; 2025Q2: 8,997 shares; 2025Q3: 14,547 shares; 2025Q4: 16,229 shares 16,229 $1.24M 0.01% +1,682 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,015 shares; 2025Q1: 25,224 shares; 2025Q2: 12,762 shares; 2025Q3: 12,499 shares; 2025Q4: 13,623 shares 13,623 $1.23M 0.01% +1,124 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,177 shares; 2025Q1: 14,937 shares; 2025Q2: 14,974 shares; 2025Q3: 14,954 shares; 2025Q4: 14,101 shares 14,101 $1.21M 0.01% -853 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,746 shares; 2025Q1: 2,752 shares; 2025Q2: 2,710 shares; 2025Q3: 2,578 shares; 2025Q4: 3,072 shares 3,072 $1.21M 0.01% +494 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,146 shares; 2025Q1: 4,726 shares; 2025Q2: 4,827 shares; 2025Q3: 4,258 shares; 2025Q4: 14,980 shares 14,980 $1.2M 0.01% +10,722 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,447 shares; 2024Q4: 146,989 shares; 2025Q1: 148,224 shares; 2025Q2: 134,965 shares; 2025Q3: 121,170 shares; 2025Q4: 106,378 shares 106,378 $1.2M 0.01% -14,792 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 2,635 shares; 2025Q1: 3,214 shares; 2025Q2: 3,334 shares; 2025Q3: 3,310 shares; 2025Q4: 6,549 shares 6,549 $1.19M 0.01% +3,239 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 3,504 shares; 2025Q1: 3,933 shares; 2025Q2: 3,757 shares; 2025Q3: 12,253 shares; 2025Q4: 9,118 shares 9,118 $1.18M 0.01% -3,135 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,650 shares; 2025Q4: 73,042 shares 73,042 $1.17M 0.01% +36,392 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,292 shares; 2025Q4: 2,078 shares 2,078 $1.17M 0.01% +786 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,321 shares; 2025Q4: 28,297 shares 28,297 $1.16M 0.01% +16,976 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,650 shares; 2025Q4: 7,136 shares 7,136 $1.16M 0.01% +5,486 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,782 shares; 2025Q1: 46,782 shares; 2025Q2: 43,768 shares; 2025Q3: 44,021 shares; 2025Q4: 46,053 shares 46,053 $1.15M 0.01% +2,032 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,732 shares; 2024Q4: 104,503 shares; 2025Q1: 98,780 shares; 2025Q2: 94,586 shares; 2025Q3: 87,064 shares; 2025Q4: 76,863 shares 76,863 $1.14M 0.01% -10,201 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 812 shares; 2025Q1: 836 shares; 2025Q2: 841 shares; 2025Q3: 1,080 shares; 2025Q4: 1,124 shares 1,124 $1.13M 0.01% +44 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 10,146 shares; 2025Q1: 15,228 shares; 2025Q2: 17,204 shares; 2025Q3: 18,533 shares; 2025Q4: 22,249 shares 22,249 $1.13M 0.01% +3,716 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 8,817 shares; 2025Q1: 10,391 shares; 2025Q2: 10,175 shares; 2025Q3: 10,707 shares; 2025Q4: 10,019 shares 10,019 $1.12M 0.01% -688 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,831 shares; 2025Q1: 5,155 shares; 2025Q2: 5,213 shares; 2025Q3: 5,937 shares; 2025Q4: 10,638 shares 10,638 $1.12M 0.01% +4,701 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 9,103 shares; 2025Q1: 9,219 shares; 2025Q2: 9,233 shares; 2025Q3: 9,501 shares; 2025Q4: 12,132 shares 12,132 $1.12M 0.01% +2,631 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 2,804 shares; 2025Q1: 2,980 shares; 2025Q2: 3,585 shares; 2025Q3: 4,466 shares; 2025Q4: 5,028 shares 5,028 $1.12M 0.01% +562 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,045 shares; 2025Q3: 21,528 shares; 2025Q4: 21,528 shares 21,528 $1.11M 0.01% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,546 shares; 2025Q1: 11,876 shares; 2025Q2: 11,756 shares; 2025Q3: 12,160 shares; 2025Q4: 10,889 shares 10,889 $1.11M 0.01% -1,271 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,309 shares; 2024Q4: 10,910 shares; 2025Q1: 14,539 shares; 2025Q2: 18,391 shares; 2025Q3: 19,608 shares; 2025Q4: 21,264 shares 21,264 $1.11M 0.01% +1,656 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,163 shares; 2025Q3: 7,163 shares; 2025Q4: 26,975 shares 26,975 $1.11M 0.01% +19,812 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,986 shares; 2024Q4: 8,050 shares; 2025Q1: 8,705 shares; 2025Q2: 8,705 shares; 2025Q3: 8,705 shares; 2025Q4: 8,688 shares 8,688 $1.1M 0.01% -17 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,160 shares; 2024Q4: 27,002 shares; 2025Q1: 27,514 shares; 2025Q2: 27,912 shares; 2025Q3: 28,518 shares; 2025Q4: 31,510 shares 31,510 $1.1M 0.01% +2,992 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 17,378 shares; 2025Q1: 17,974 shares; 2025Q2: 19,029 shares; 2025Q3: 19,119 shares; 2025Q4: 19,434 shares 19,434 $1.1M 0.01% +315 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,502 shares; 2024Q4: 18,522 shares; 2025Q1: 18,548 shares; 2025Q2: 18,576 shares; 2025Q3: 18,593 shares; 2025Q4: 16,492 shares 16,492 $1.1M 0.01% -2,101 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 15,995 shares; 2025Q1: 16,051 shares; 2025Q2: 16,117 shares; 2025Q3: 16,180 shares; 2025Q4: 23,337 shares 23,337 $1.09M 0.01% +7,157 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,479 shares 36,479 $1.08M 0.01% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,902 shares; 2025Q2: 12,267 shares; 2025Q3: 15,124 shares; 2025Q4: 21,425 shares 21,425 $1.08M 0.01% +6,301 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 1,041 shares; 2025Q1: 1,964 shares; 2025Q2: 2,050 shares; 2025Q3: 1,851 shares; 2025Q4: 1,728 shares 1,728 $1.08M 0.01% -123 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,388 shares; 2025Q1: 30,067 shares; 2025Q2: 30,145 shares; 2025Q3: 31,670 shares; 2025Q4: 81,299 shares 81,299 $1.07M 0.01% +49,629 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,686 shares; 2025Q1: 3,473 shares; 2025Q2: 3,294 shares; 2025Q3: 3,431 shares; 2025Q4: 3,565 shares 3,565 $1.07M 0.01% +134 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,344 shares; 2024Q4: 18,494 shares; 2025Q1: 18,494 shares; 2025Q2: 18,264 shares; 2025Q3: 17,977 shares; 2025Q4: 20,675 shares 20,675 $1.07M 0.01% +2,698 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,245 shares; 2025Q1: 3,670 shares; 2025Q2: 5,674 shares; 2025Q3: 10,572 shares; 2025Q4: 10,901 shares 10,901 $1.07M 0.01% +329 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,611 shares; 2025Q1: 5,528 shares; 2025Q2: 5,527 shares; 2025Q3: 4,933 shares; 2025Q4: 8,195 shares 8,195 $1.07M 0.01% +3,262 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 3,098 shares; 2025Q1: 3,803 shares; 2025Q2: 3,863 shares; 2025Q3: 3,982 shares; 2025Q4: 5,187 shares 5,187 $1.07M 0.01% +1,205 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 2,014 shares; 2025Q1: 2,129 shares; 2025Q2: 2,594 shares; 2025Q3: 2,794 shares; 2025Q4: 2,773 shares 2,773 $1.06M 0.01% -21 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,902 shares; 2024Q4: 14,762 shares; 2025Q1: 20,660 shares; 2025Q2: 23,412 shares; 2025Q3: 31,176 shares; 2025Q4: 44,788 shares 44,788 $1.06M 0.01% +13,612 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,232 shares 44,232 $1.05M 0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 4,724 shares; 2025Q1: 4,697 shares; 2025Q2: 4,670 shares; 2025Q3: 4,516 shares; 2025Q4: 6,974 shares 6,974 $1.05M 0.01% +2,458 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,571 shares; 2024Q4: 12,534 shares; 2025Q1: 12,077 shares; 2025Q2: 11,804 shares; 2025Q3: 11,169 shares; 2025Q4: 11,060 shares 11,060 $1.04M 0.01% -109 Timeline AD ARRAY DIGITAL INFRASTRUCTURE More: the full row for ARRAY DIGITAL INFRASTRUCTURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,374 shares 19,374 $1.04M 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,255 shares; 2025Q1: 3,659 shares; 2025Q2: 5,237 shares; 2025Q3: 5,305 shares; 2025Q4: 9,873 shares 9,873 $1.04M 0.01% +4,568 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,275 shares 40,275 $1.04M 0.01% new Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,657 shares; 2025Q3: 11,564 shares; 2025Q4: 10,995 shares 10,995 $1.03M 0.01% -569 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,813 shares; 2024Q4: 14,491 shares; 2025Q1: 16,269 shares; 2025Q2: 17,334 shares; 2025Q3: 17,002 shares; 2025Q4: 19,557 shares 19,557 $1.03M 0.01% +2,555 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,298 shares; 2024Q4: 115,274 shares; 2025Q1: 113,091 shares; 2025Q2: 110,799 shares; 2025Q3: 109,280 shares; 2025Q4: 108,210 shares 108,210 $1.03M 0.01% -1,070 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,324 shares; 2025Q3: 11,080 shares; 2025Q4: 13,924 shares 13,924 $1.03M 0.01% +2,844 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,514 shares; 2025Q4: 14,221 shares 14,221 $1.02M 0.01% +3,707 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,508 shares; 2024Q4: 12,463 shares; 2025Q1: 12,813 shares; 2025Q2: 13,646 shares; 2025Q3: 16,782 shares; 2025Q4: 24,862 shares 24,862 $1.02M 0.01% +8,080 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,150 shares 6,150 $1.02M 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 2,581 shares; 2025Q2: 2,704 shares; 2025Q3: 3,069 shares; 2025Q4: 3,685 shares 3,685 $1.01M 0.01% +616 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 6,446 shares; 2025Q1: 8,675 shares; 2025Q2: 8,290 shares; 2025Q3: 7,208 shares; 2025Q4: 7,177 shares 7,177 $1.01M 0.01% -31 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 9,444 shares; 2025Q1: 11,868 shares; 2025Q2: 11,893 shares; 2025Q3: 17,464 shares; 2025Q4: 19,122 shares 19,122 $1.01M 0.01% +1,658 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,251 shares; 2025Q1: 46,142 shares; 2025Q2: 46,042 shares; 2025Q3: 45,650 shares; 2025Q4: 45,692 shares 45,692 $1.01M 0.01% +42 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: 13,720 shares; 2025Q1: 14,332 shares; 2025Q2: 13,992 shares; 2025Q3: 15,306 shares; 2025Q4: 22,134 shares 22,134 $1M 0.01% +6,828 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,063 shares 23,063 $1M 0.01% new Timeline HYBX TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,020 shares; 2025Q3: 23,310 shares; 2025Q4: 33,440 shares 33,440 $1M 0.01% +10,130 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 13,233 shares; 2025Q1: 13,379 shares; 2025Q2: 13,142 shares; 2025Q3: 13,703 shares; 2025Q4: 20,382 shares 20,382 $1000K 0.01% +6,679 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,653 shares; 2024Q4: 27,025 shares; 2025Q1: 26,445 shares; 2025Q2: 25,004 shares; 2025Q3: 26,802 shares; 2025Q4: 34,655 shares 34,655 $999K 0.01% +7,853 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 14,467 shares; 2025Q1: 13,694 shares; 2025Q2: 13,089 shares; 2025Q3: 12,865 shares; 2025Q4: 12,927 shares 12,927 $992K 0.01% +62 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,749 shares; 2025Q3: 7,394 shares; 2025Q4: 16,490 shares 16,490 $990K 0.01% +9,096 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,599 shares 23,599 $980K 0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767 shares 1,767 $977K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,294 shares; 2025Q1: 6,270 shares; 2025Q2: 6,273 shares; 2025Q3: 4,931 shares; 2025Q4: 10,630 shares 10,630 $973K 0.01% +5,699 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 7,652 shares; 2025Q1: 7,878 shares; 2025Q2: 9,859 shares; 2025Q3: 9,865 shares; 2025Q4: 10,630 shares 10,630 $971K 0.01% +765 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,399 shares; 2025Q2: 25,965 shares; 2025Q3: 32,148 shares; 2025Q4: 37,118 shares 37,118 $971K 0.01% +4,970 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: 10,459 shares; 2025Q1: 10,287 shares; 2025Q2: 10,272 shares; 2025Q3: 10,264 shares; 2025Q4: 9,522 shares 9,522 $970K 0.01% -742 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,740 shares; 2025Q1: 5,665 shares; 2025Q2: 7,280 shares; 2025Q3: 9,581 shares; 2025Q4: 9,543 shares 9,543 $969K 0.01% -38 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 756 shares; 2025Q1: 680 shares; 2025Q2: 687 shares; 2025Q3: 862 shares; 2025Q4: 4,330 shares 4,330 $969K 0.01% +3,468 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,373 shares 68,373 $968K 0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,779 shares; 2025Q1: 4,890 shares; 2025Q2: 4,721 shares; 2025Q3: 4,708 shares; 2025Q4: 6,958 shares 6,958 $967K 0.01% +2,250 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,108 shares; 2024Q4: 5,662 shares; 2025Q1: 5,722 shares; 2025Q2: 8,134 shares; 2025Q3: 6,808 shares; 2025Q4: 6,882 shares 6,882 $963K 0.01% +74 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,299 shares 44,299 $959K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,346 shares; 2025Q1: 6,273 shares; 2025Q2: 5,669 shares; 2025Q3: 5,293 shares; 2025Q4: 15,871 shares 15,871 $951K 0.01% +10,578 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,800 shares 18,800 $949K 0.01% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,243 shares; 2025Q1: 6,243 shares; 2025Q2: 6,261 shares; 2025Q3: 6,430 shares; 2025Q4: 6,451 shares 6,451 $948K 0.01% +21 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares 10,250 $941K 0.01% 0 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 13,580 shares; 2025Q1: 13,506 shares; 2025Q2: 12,442 shares; 2025Q3: 12,446 shares; 2025Q4: 12,450 shares 12,450 $931K 0.01% +4 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,202 shares; 2025Q1: 3,020 shares; 2025Q2: 3,087 shares; 2025Q3: 3,259 shares; 2025Q4: 3,678 shares 3,678 $923K 0.01% +419 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 3,950 shares; 2025Q1: 4,197 shares; 2025Q2: 4,179 shares; 2025Q3: 4,173 shares; 2025Q4: 4,343 shares 4,343 $920K 0.01% +170 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,293 shares; 2025Q2: 10,984 shares; 2025Q3: 14,584 shares; 2025Q4: 38,841 shares 38,841 $919K 0.01% +24,257 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 232 shares; 2025Q1: 325 shares; 2025Q2: 321 shares; 2025Q3: 356 shares; 2025Q4: 456 shares 456 $918K 0.01% +100 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,672 shares; 2024Q4: 28,267 shares; 2025Q1: 27,686 shares; 2025Q2: 29,542 shares; 2025Q3: 30,524 shares; 2025Q4: 30,294 shares 30,294 $917K 0.01% -230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 7,993 shares; 2025Q1: 8,768 shares; 2025Q2: 8,787 shares; 2025Q3: 9,056 shares; 2025Q4: 10,395 shares 10,395 $917K 0.01% +1,339 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,356 shares; 2025Q1: 2,330 shares; 2025Q2: 2,278 shares; 2025Q3: 2,234 shares; 2025Q4: 2,412 shares 2,412 $916K 0.01% +178 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,449 shares; 2025Q1: 13,476 shares; 2025Q2: 12,704 shares; 2025Q3: 10,071 shares; 2025Q4: 9,528 shares 9,528 $914K 0.01% -543 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,479 shares; 2025Q4: 10,568 shares 10,568 $912K 0.01% +5,089 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,558 shares; 2025Q1: 3,893 shares; 2025Q2: 4,025 shares; 2025Q3: 5,851 shares; 2025Q4: 11,710 shares 11,710 $906K 0.01% +5,859 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,992 shares; 2024Q4: 18,470 shares; 2025Q1: 18,766 shares; 2025Q2: 19,379 shares; 2025Q3: 18,334 shares; 2025Q4: 32,285 shares 32,285 $904K 0.01% +13,951 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,227 shares; 2025Q4: 11,713 shares 11,713 $891K 0.01% +486 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: 8,112 shares 8,112 $890K 0.01% +5,977 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,315 shares; 2024Q4: 19,176 shares; 2025Q1: 19,377 shares; 2025Q2: 19,238 shares; 2025Q3: 19,728 shares; 2025Q4: 19,605 shares 19,605 $888K 0.01% -123 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,184 shares; 2025Q1: 3,180 shares; 2025Q2: 3,168 shares; 2025Q3: 3,580 shares; 2025Q4: 3,934 shares 3,934 $887K 0.01% +354 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 10,624 shares; 2025Q1: 10,682 shares; 2025Q2: 10,900 shares; 2025Q3: 11,225 shares; 2025Q4: 11,916 shares 11,916 $885K 0.01% +691 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 9,410 shares; 2025Q1: 17,945 shares; 2025Q2: 16,754 shares; 2025Q3: 16,600 shares; 2025Q4: 20,296 shares 20,296 $885K 0.01% +3,696 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,785 shares; 2024Q4: 13,822 shares; 2025Q1: 13,613 shares; 2025Q2: 13,372 shares; 2025Q3: 13,616 shares; 2025Q4: 13,806 shares 13,806 $881K 0.01% +190 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 10,534 shares; 2025Q1: 10,804 shares; 2025Q2: 10,953 shares; 2025Q3: 12,202 shares; 2025Q4: 11,908 shares 11,908 $877K 0.01% -294 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,813 shares; 2025Q1: 57,755 shares; 2025Q2: 54,400 shares; 2025Q3: 17,835 shares; 2025Q4: 17,435 shares 17,435 $872K 0.01% -400 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,403 shares; 2024Q4: 9,846 shares; 2025Q1: 9,900 shares; 2025Q2: 9,959 shares; 2025Q3: 11,221 shares; 2025Q4: 13,462 shares 13,462 $866K 0.01% +2,241 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,505 shares; 2025Q1: 3,349 shares; 2025Q2: 2,931 shares; 2025Q3: 2,498 shares; 2025Q4: 4,179 shares 4,179 $857K 0.01% +1,681 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,381 shares; 2024Q4: 337,674 shares; 2025Q1: 334,517 shares; 2025Q2: 339,276 shares; 2025Q3: 342,259 shares; 2025Q4: 345,429 shares 345,429 $853K 0.01% +3,170 Timeline SYRE SPYRE THERAPEUTICS INC More: the full row for SPYRE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,430 shares; 2025Q2: 19,453 shares; 2025Q3: 25,953 shares; 2025Q4: 25,954 shares 25,954 $850K 0.01% +1 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,487 shares; 2025Q1: 35,487 shares; 2025Q2: 28,066 shares; 2025Q3: 28,066 shares; 2025Q4: 28,066 shares 28,066 $846K 0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,753 shares; 2025Q1: 51,390 shares; 2025Q2: 48,383 shares; 2025Q3: 48,056 shares; 2025Q4: 52,399 shares 52,399 $844K 0.01% +4,343 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,234 shares; 2025Q1: 7,558 shares; 2025Q2: 5,453 shares; 2025Q3: 5,454 shares; 2025Q4: 5,623 shares 5,623 $838K 0.01% +169 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,704 shares 4,704 $837K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,258 shares; 2025Q1: 3,465 shares; 2025Q2: 3,475 shares; 2025Q3: 3,601 shares; 2025Q4: 9,444 shares 9,444 $834K 0.01% +5,843 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,480 shares 8,480 $834K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,989 shares; 2025Q3: 2,839 shares; 2025Q4: 3,796 shares 3,796 $833K 0.01% +957 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,026 shares 26,026 $829K 0.01% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,721 shares; 2025Q1: 43,803 shares; 2025Q2: 43,643 shares; 2025Q3: 42,452 shares; 2025Q4: 43,145 shares 43,145 $828K 0.01% +693 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,217 shares; 2025Q1: 11,221 shares; 2025Q2: 10,557 shares; 2025Q3: 9,750 shares; 2025Q4: 9,244 shares 9,244 $825K 0.01% -506 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,508 shares; 2025Q1: 4,739 shares; 2025Q2: 5,434 shares; 2025Q3: 5,425 shares; 2025Q4: 8,240 shares 8,240 $824K 0.01% +2,815 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,420 shares 8,420 $823K 0.01% new Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,041 shares 20,041 $820K 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,762 shares; 2025Q1: 3,895 shares; 2025Q2: 4,065 shares; 2025Q3: 4,015 shares; 2025Q4: 4,727 shares 4,727 $820K 0.01% +712 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,790 shares; 2025Q1: 1,831 shares; 2025Q2: 2,236 shares; 2025Q3: 3,421 shares; 2025Q4: 4,450 shares 4,450 $819K 0.01% +1,029 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,754 shares; 2025Q1: 3,932 shares; 2025Q2: 3,996 shares; 2025Q3: 4,028 shares; 2025Q4: 4,083 shares 4,083 $817K 0.01% +55 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,903 shares 17,903 $807K 0.01% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 8,035 shares; 2025Q3: 11,951 shares; 2025Q4: 12,687 shares 12,687 $806K 0.01% +736 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,530 shares; 2024Q4: 14,531 shares; 2025Q1: 14,669 shares; 2025Q2: 14,378 shares; 2025Q3: 12,889 shares; 2025Q4: 13,519 shares 13,519 $805K 0.01% +630 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,270 shares; 2025Q1: 1,320 shares; 2025Q2: 1,797 shares; 2025Q3: 2,492 shares; 2025Q4: 2,790 shares 2,790 $801K 0.01% +298 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,500 shares; 2025Q1: 1,622 shares; 2025Q2: 1,675 shares; 2025Q3: 1,645 shares; 2025Q4: 2,269 shares 2,269 $801K 0.01% +624 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 7,500 shares; 2025Q1: 7,901 shares; 2025Q2: 7,294 shares; 2025Q3: 6,869 shares; 2025Q4: 11,884 shares 11,884 $798K 0.01% +5,015 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,260 shares; 2025Q1: 5,672 shares; 2025Q2: 6,089 shares; 2025Q3: 6,175 shares; 2025Q4: 6,251 shares 6,251 $797K 0.01% +76 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,004 shares; 2025Q2: 4,442 shares; 2025Q3: 4,475 shares; 2025Q4: 4,451 shares 4,451 $795K 0.01% -24 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 5,105 shares; 2025Q1: 4,532 shares; 2025Q2: not reported; 2025Q3: 3,182 shares; 2025Q4: 5,514 shares 5,514 $794K 0.01% +2,332 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 4,242 shares; 2025Q3: 5,886 shares; 2025Q4: 10,556 shares 10,556 $792K 0.01% +4,670 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,934 shares; 2024Q4: 1,468 shares; 2025Q1: 2,623 shares; 2025Q2: 3,380 shares; 2025Q3: 3,916 shares; 2025Q4: 4,371 shares 4,371 $787K 0.01% +455 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,521 shares; 2024Q4: 15,338 shares; 2025Q1: 14,851 shares; 2025Q2: 12,634 shares; 2025Q3: 12,436 shares; 2025Q4: 11,778 shares 11,778 $787K 0.01% -658 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195 shares; 2025Q1: 238 shares; 2025Q2: 251 shares; 2025Q3: 244 shares; 2025Q4: 587 shares 587 $780K 0.01% +343 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,905 shares 27,905 $780K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,145 shares; 2025Q1: 1,743 shares; 2025Q2: 2,928 shares; 2025Q3: 3,244 shares; 2025Q4: 3,991 shares 3,991 $779K 0.01% +747 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 2,407 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,734 shares; 2025Q4: 9,631 shares 9,631 $778K 0.01% +5,897 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares 8,200 $773K 0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 5,265 shares; 2025Q4: 7,823 shares 7,823 $773K 0.01% +2,558 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,026 shares; 2025Q2: 18,762 shares; 2025Q3: 16,933 shares; 2025Q4: 16,988 shares 16,988 $771K 0.01% +55 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,499 shares; 2025Q4: 45,606 shares 45,606 $769K 0.01% +107 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: 3,934 shares 3,934 $765K 0.01% +1,109 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,911 shares; 2024Q4: 25,695 shares; 2025Q1: 24,406 shares; 2025Q2: 21,467 shares; 2025Q3: 19,992 shares; 2025Q4: 20,017 shares 20,017 $762K 0.01% +25 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,392 shares; 2024Q4: 15,495 shares; 2025Q1: 15,247 shares; 2025Q2: 15,390 shares; 2025Q3: 14,393 shares; 2025Q4: 14,507 shares 14,507 $761K 0.01% +114 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,288 shares; 2025Q1: 1,420 shares; 2025Q2: 1,384 shares; 2025Q3: 1,558 shares; 2025Q4: 3,501 shares 3,501 $760K 0.01% +1,943 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,324 shares; 2025Q4: 4,403 shares 4,403 $759K 0.01% +2,079 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,620 shares; 2025Q1: 16,870 shares; 2025Q2: 15,564 shares; 2025Q3: 15,677 shares; 2025Q4: 16,348 shares 16,348 $757K 0.01% +671 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,227 shares; 2024Q4: 12,112 shares; 2025Q1: 11,981 shares; 2025Q2: 11,621 shares; 2025Q3: 11,102 shares; 2025Q4: 11,026 shares 11,026 $756K 0.01% -76 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,452 shares; 2025Q2: 11,386 shares; 2025Q3: 11,386 shares; 2025Q4: 12,310 shares 12,310 $755K 0.01% +924 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,869 shares; 2025Q1: 3,396 shares; 2025Q2: 3,511 shares; 2025Q3: 4,031 shares; 2025Q4: 6,226 shares 6,226 $755K 0.01% +2,195 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,316 shares; 2025Q1: 34,345 shares; 2025Q2: 33,186 shares; 2025Q3: 27,086 shares; 2025Q4: 27,041 shares 27,041 $751K 0.01% -45 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,356 shares; 2025Q4: 3,162 shares 3,162 $751K 0.01% +806 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 5,746 shares; 2025Q1: 5,300 shares; 2025Q2: 4,408 shares; 2025Q3: 4,256 shares; 2025Q4: 4,902 shares 4,902 $745K 0.01% +646 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,791 shares; 2025Q1: 124,600 shares; 2025Q2: 28,401 shares; 2025Q3: 24,895 shares; 2025Q4: 26,320 shares 26,320 $744K 0.01% +1,425 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,836 shares 18,836 $741K 0.01% new Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,154 shares 43,154 $734K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,968 shares; 2025Q2: 4,045 shares; 2025Q3: 5,913 shares; 2025Q4: 6,644 shares 6,644 $732K 0.01% +731 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,359 shares; 2025Q1: 4,371 shares; 2025Q2: 5,515 shares; 2025Q3: 7,284 shares; 2025Q4: 8,373 shares 8,373 $731K 0.01% +1,089 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,144 shares 16,144 $730K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,937 shares; 2025Q1: 2,157 shares; 2025Q2: 2,053 shares; 2025Q3: 2,461 shares; 2025Q4: 3,415 shares 3,415 $729K 0.01% +954 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,130 shares; 2025Q2: 1,310 shares; 2025Q3: 1,461 shares; 2025Q4: 1,726 shares 1,726 $728K 0.01% +265 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 2,664 shares; 2025Q1: 2,667 shares; 2025Q2: 1,726 shares; 2025Q3: 1,946 shares; 2025Q4: 3,991 shares 3,991 $726K 0.01% +2,045 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,338 shares; 2025Q2: 1,956 shares; 2025Q3: 2,229 shares; 2025Q4: 3,258 shares 3,258 $724K 0.01% +1,029 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 937 shares; 2025Q1: 982 shares; 2025Q2: 1,298 shares; 2025Q3: 1,255 shares; 2025Q4: 2,443 shares 2,443 $723K 0.01% +1,188 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,587 shares; 2024Q4: 20,255 shares; 2025Q1: 21,580 shares; 2025Q2: 48,895 shares; 2025Q3: 27,348 shares; 2025Q4: 19,696 shares 19,696 $721K 0.01% -7,652 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,917 shares; 2025Q2: 2,215 shares; 2025Q3: 2,925 shares; 2025Q4: 3,626 shares 3,626 $721K 0.01% +701 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 7,115 shares; 2025Q1: 7,269 shares; 2025Q2: 7,432 shares; 2025Q3: 7,266 shares; 2025Q4: 7,036 shares 7,036 $720K 0.01% -230 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,732 shares; 2024Q4: 16,822 shares; 2025Q1: 17,155 shares; 2025Q2: 14,308 shares; 2025Q3: 14,456 shares; 2025Q4: 14,813 shares 14,813 $716K 0.01% +357 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 2,485 shares 2,485 $713K 0.01% +1,254 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,342 shares; 2025Q2: 15,203 shares; 2025Q3: 19,215 shares; 2025Q4: 19,342 shares 19,342 $712K 0.01% +127 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,806 shares 17,806 $712K 0.01% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,822 shares; 2025Q3: 3,849 shares; 2025Q4: 3,822 shares 3,822 $710K 0.01% -27 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,378 shares; 2025Q1: 9,195 shares; 2025Q2: 16,078 shares; 2025Q3: 15,558 shares; 2025Q4: 14,877 shares 14,877 $700K 0.01% -681 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,275 shares; 2025Q1: 9,275 shares; 2025Q2: 9,275 shares; 2025Q3: 8,475 shares; 2025Q4: 8,475 shares 8,475 $698K 0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,848 shares; 2024Q4: 15,248 shares; 2025Q1: 14,963 shares; 2025Q2: 20,338 shares; 2025Q3: 14,893 shares; 2025Q4: 13,645 shares 13,645 $698K 0.01% -1,248 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,171 shares; 2025Q2: 5,373 shares; 2025Q3: 11,228 shares; 2025Q4: 11,792 shares 11,792 $697K 0.01% +564 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,309 shares; 2024Q4: 25,905 shares; 2025Q1: 21,338 shares; 2025Q2: 22,306 shares; 2025Q3: 22,549 shares; 2025Q4: 17,349 shares 17,349 $696K 0.01% -5,200 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,257 shares; 2025Q1: 4,747 shares; 2025Q2: 4,859 shares; 2025Q3: 4,928 shares; 2025Q4: 8,742 shares 8,742 $689K 0.01% +3,814 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,485 shares 15,485 $687K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,851 shares; 2025Q1: 6,438 shares; 2025Q2: 6,948 shares; 2025Q3: 7,736 shares; 2025Q4: 8,204 shares 8,204 $684K 0.01% +468 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,469 shares; 2025Q4: 10,207 shares 10,207 $683K 0.01% +2,738 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,395 shares; 2025Q1: 58,857 shares; 2025Q2: 57,182 shares; 2025Q3: 54,151 shares; 2025Q4: 54,270 shares 54,270 $681K 0.01% +119 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,072 shares; 2024Q4: 11,130 shares; 2025Q1: 9,680 shares; 2025Q2: 9,380 shares; 2025Q3: 8,630 shares; 2025Q4: 15,055 shares 15,055 $678K 0.01% +6,425 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: not reported; 2025Q1: 6,931 shares; 2025Q2: 6,971 shares; 2025Q3: 6,951 shares; 2025Q4: 7,112 shares 7,112 $676K 0.01% +161 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 26,166 shares; 2025Q1: 31,029 shares; 2025Q2: 29,406 shares; 2025Q3: 27,757 shares; 2025Q4: 29,224 shares 29,224 $673K 0.01% +1,467 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: 6,523 shares 6,523 $672K 0.01% +4,447 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 2,027 shares; 2025Q1: 2,464 shares; 2025Q2: 3,565 shares; 2025Q3: 3,838 shares; 2025Q4: 5,024 shares 5,024 $665K 0.01% +1,186 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: 1,636 shares; 2025Q3: 1,634 shares; 2025Q4: 1,848 shares 1,848 $665K 0.01% +214 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: 1,468 shares; 2025Q3: 3,308 shares; 2025Q4: 4,294 shares 4,294 $664K 0.01% +986 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,274 shares; 2025Q3: 6,496 shares; 2025Q4: 8,172 shares 8,172 $662K 0.01% +1,676 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 2,885 shares 2,885 $661K 0.01% +963 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 5,535 shares; 2025Q1: 6,150 shares; 2025Q2: 5,879 shares; 2025Q3: 5,867 shares; 2025Q4: 6,436 shares 6,436 $661K 0.01% +569 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,619 shares; 2025Q4: 3,404 shares 3,404 $659K 0.01% +1,785 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,056 shares; 2025Q1: 5,928 shares; 2025Q2: 5,556 shares; 2025Q3: 5,839 shares; 2025Q4: 7,493 shares 7,493 $655K 0.01% +1,654 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 8,529 shares; 2025Q1: 78,862 shares; 2025Q2: 10,977 shares; 2025Q3: 10,171 shares; 2025Q4: 10,302 shares 10,302 $654K 0.01% +131 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 3,904 shares; 2025Q1: 4,941 shares; 2025Q2: 6,035 shares; 2025Q3: 3,904 shares; 2025Q4: 8,215 shares 8,215 $652K 0.01% +4,311 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,125 shares; 2024Q4: 39,522 shares; 2025Q1: 46,224 shares; 2025Q2: 38,200 shares; 2025Q3: 22,288 shares; 2025Q4: 28,300 shares 28,300 $650K 0.01% +6,012 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,461 shares; 2025Q1: 1,532 shares; 2025Q2: 1,309 shares; 2025Q3: 872 shares; 2025Q4: 1,388 shares 1,388 $648K 0.01% +516 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,541 shares; 2025Q2: 11,541 shares; 2025Q3: 12,541 shares; 2025Q4: 14,199 shares 14,199 $648K 0.01% +1,658 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 6,416 shares; 2025Q1: 6,664 shares; 2025Q2: 6,688 shares; 2025Q3: 7,028 shares; 2025Q4: 7,426 shares 7,426 $647K 0.01% +398 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,560 shares; 2024Q4: 14,193 shares; 2025Q1: not reported; 2025Q2: 11,460 shares; 2025Q3: 11,174 shares; 2025Q4: 10,369 shares 10,369 $647K 0.01% -805 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,028 shares; 2025Q4: 8,209 shares 8,209 $646K 0.01% +5,181 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,298 shares; 2025Q1: 2,349 shares; 2025Q2: 2,314 shares; 2025Q3: 3,099 shares; 2025Q4: 3,082 shares 3,082 $643K 0.01% -17 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,773 shares 18,773 $643K 0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 4,308 shares; 2025Q4: 6,291 shares 6,291 $640K 0.01% +1,983 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,835 shares; 2025Q3: 10,564 shares; 2025Q4: 8,942 shares 8,942 $637K 0.01% -1,622 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,235 shares; 2025Q3: 27,933 shares; 2025Q4: 31,507 shares 31,507 $635K 0.01% +3,574 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 3,521 shares; 2025Q4: 4,473 shares 4,473 $634K 0.01% +952 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,725 shares; 2024Q4: 15,091 shares; 2025Q1: 15,061 shares; 2025Q2: 18,064 shares; 2025Q3: 16,767 shares; 2025Q4: 16,290 shares 16,290 $629K 0.01% -477 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,503 shares; 2025Q1: 1,756 shares; 2025Q2: 1,844 shares; 2025Q3: 1,799 shares; 2025Q4: 2,761 shares 2,761 $628K 0.01% +962 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,629 shares; 2025Q3: 4,570 shares; 2025Q4: 4,914 shares 4,914 $628K 0.01% +344 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,757 shares; 2025Q4: 4,782 shares 4,782 $627K 0.01% +2,025 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 4,293 shares; 2025Q1: 4,319 shares; 2025Q2: 4,319 shares; 2025Q3: 4,256 shares; 2025Q4: 5,824 shares 5,824 $625K 0.01% +1,568 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,335 shares; 2025Q3: 4,877 shares; 2025Q4: 8,108 shares 8,108 $622K 0.01% +3,231 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,910 shares 18,910 $622K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,281 shares; 2025Q1: 31,560 shares; 2025Q2: 31,415 shares; 2025Q3: 32,822 shares; 2025Q4: 61,352 shares 61,352 $620K 0.01% +28,530 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,930 shares 15,930 $617K <0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,480 shares 9,480 $617K <0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,834 shares; 2025Q1: 26,550 shares; 2025Q2: 25,939 shares; 2025Q3: 26,149 shares; 2025Q4: 25,509 shares 25,509 $615K <0.01% -640 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 9,790 shares; 2025Q1: 9,846 shares; 2025Q2: 10,020 shares; 2025Q3: 10,011 shares; 2025Q4: 12,665 shares 12,665 $614K <0.01% +2,654 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,581 shares; 2025Q4: 13,769 shares 13,769 $614K <0.01% +2,188 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,404 shares; 2024Q4: 49,326 shares; 2025Q1: 34,191 shares; 2025Q2: 18,967 shares; 2025Q3: 11,133 shares; 2025Q4: 11,631 shares 11,631 $612K <0.01% +498 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,436 shares; 2024Q4: 28,436 shares; 2025Q1: 28,431 shares; 2025Q2: 25,299 shares; 2025Q3: 25,313 shares; 2025Q4: 25,300 shares 25,300 $611K <0.01% -13 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,007 shares 21,007 $611K <0.01% new Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,352 shares; 2025Q1: 34,352 shares; 2025Q2: 36,550 shares; 2025Q3: 36,569 shares; 2025Q4: 36,557 shares 36,557 $608K <0.01% -12 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 9,474 shares; 2025Q1: 23,132 shares; 2025Q2: 12,476 shares; 2025Q3: 10,951 shares; 2025Q4: 10,132 shares 10,132 $607K <0.01% -819 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 14,108 shares; 2025Q1: 12,807 shares; 2025Q2: 11,908 shares; 2025Q3: 12,626 shares; 2025Q4: 13,639 shares 13,639 $605K <0.01% +1,013 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,411 shares; 2025Q4: 11,433 shares 11,433 $604K <0.01% +4,022 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 720 shares; 2025Q4: 987 shares 987 $604K <0.01% +267 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,498 shares; 2024Q4: 10,488 shares; 2025Q1: 10,509 shares; 2025Q2: 10,417 shares; 2025Q3: 10,417 shares; 2025Q4: 10,344 shares 10,344 $603K <0.01% -73 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,948 shares 8,948 $602K <0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,765 shares; 2025Q1: 3,737 shares; 2025Q2: 3,774 shares; 2025Q3: 6,088 shares; 2025Q4: 5,530 shares 5,530 $600K <0.01% -558 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 11,053 shares; 2025Q1: 11,992 shares; 2025Q2: 8,550 shares; 2025Q3: 7,448 shares; 2025Q4: 9,017 shares 9,017 $599K <0.01% +1,569 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,185 shares; 2024Q4: 15,772 shares; 2025Q1: 17,723 shares; 2025Q2: 18,680 shares; 2025Q3: 18,926 shares; 2025Q4: 19,463 shares 19,463 $598K <0.01% +537 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,056 shares; 2025Q4: 5,906 shares 5,906 $595K <0.01% +850 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 3,909 shares; 2025Q1: 4,121 shares; 2025Q2: 4,361 shares; 2025Q3: 5,238 shares; 2025Q4: 5,255 shares 5,255 $593K <0.01% +17 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,680 shares; 2025Q3: 10,459 shares; 2025Q4: 11,226 shares 11,226 $593K <0.01% +767 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,693 shares; 2025Q2: 10,873 shares; 2025Q3: 10,804 shares; 2025Q4: 11,309 shares 11,309 $592K <0.01% +505 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,190 shares; 2025Q1: 3,323 shares; 2025Q2: 3,519 shares; 2025Q3: 4,622 shares; 2025Q4: 4,927 shares 4,927 $592K <0.01% +305 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,349 shares 20,349 $592K <0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,008 shares; 2024Q4: 18,526 shares; 2025Q1: 19,086 shares; 2025Q2: 21,103 shares; 2025Q3: 22,436 shares; 2025Q4: 23,293 shares 23,293 $590K <0.01% +857 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,028 shares; 2025Q1: 3,144 shares; 2025Q2: 3,208 shares; 2025Q3: 3,902 shares; 2025Q4: 4,245 shares 4,245 $589K <0.01% +343 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 2,581 shares; 2025Q1: 2,995 shares; 2025Q2: 2,589 shares; 2025Q3: 2,623 shares; 2025Q4: 5,730 shares 5,730 $587K <0.01% +3,107 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 8,900 shares; 2025Q1: 9,055 shares; 2025Q2: 9,055 shares; 2025Q3: 9,336 shares; 2025Q4: 4,433 shares 4,433 $587K <0.01% -4,903 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 2,531 shares; 2025Q4: 3,167 shares 3,167 $586K <0.01% +636 Timeline SCUS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,277 shares 23,277 $586K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,275 shares; 2025Q1: 6,491 shares; 2025Q2: 6,061 shares; 2025Q3: 6,008 shares; 2025Q4: 5,925 shares 5,925 $586K <0.01% -83 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 354 shares; 2025Q1: 366 shares; 2025Q2: 355 shares; 2025Q3: 312 shares; 2025Q4: 345 shares 345 $584K <0.01% +33 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,192 shares; 2025Q4: 3,013 shares 3,013 $583K <0.01% +1,821 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,730 shares 21,730 $581K <0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,003 shares; 2025Q4: 13,214 shares 13,214 $579K <0.01% +5,211 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,056 shares; 2024Q4: 28,071 shares; 2025Q1: 32,485 shares; 2025Q2: 29,001 shares; 2025Q3: 24,395 shares; 2025Q4: 27,641 shares 27,641 $577K <0.01% +3,246 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,464 shares; 2024Q4: 11,498 shares; 2025Q1: 11,740 shares; 2025Q2: 11,413 shares; 2025Q3: 12,438 shares; 2025Q4: 14,598 shares 14,598 $575K <0.01% +2,160 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,190 shares; 2025Q1: 8,483 shares; 2025Q2: 8,508 shares; 2025Q3: 15,853 shares; 2025Q4: 14,829 shares 14,829 $574K <0.01% -1,024 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,204 shares 12,204 $574K <0.01% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 6,874 shares; 2025Q1: 7,999 shares; 2025Q2: 7,804 shares; 2025Q3: 9,543 shares; 2025Q4: 15,556 shares 15,556 $573K <0.01% +6,013 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,852 shares; 2024Q4: 16,552 shares; 2025Q1: 18,173 shares; 2025Q2: 20,235 shares; 2025Q3: 21,708 shares; 2025Q4: 27,824 shares 27,824 $573K <0.01% +6,116 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 3,097 shares; 2025Q1: 3,013 shares; 2025Q2: 3,317 shares; 2025Q3: 4,117 shares; 2025Q4: 5,231 shares 5,231 $572K <0.01% +1,114 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,574 shares; 2025Q2: 34,241 shares; 2025Q3: 32,941 shares; 2025Q4: 29,867 shares 29,867 $570K <0.01% -3,074 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,387 shares; 2025Q1: 7,635 shares; 2025Q2: 9,723 shares; 2025Q3: 11,136 shares; 2025Q4: 12,472 shares 12,472 $569K <0.01% +1,336 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,634 shares; 2025Q1: 2,975 shares; 2025Q2: 3,085 shares; 2025Q3: 2,263 shares; 2025Q4: 3,920 shares 3,920 $567K <0.01% +1,657 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,013 shares; 2025Q3: 1,009 shares; 2025Q4: 1,347 shares 1,347 $565K <0.01% +338 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 8,926 shares; 2025Q1: 8,927 shares; 2025Q2: 8,844 shares; 2025Q3: 9,365 shares; 2025Q4: 8,719 shares 8,719 $565K <0.01% -646 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,107 shares 8,107 $561K <0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,998 shares; 2025Q3: 55,439 shares; 2025Q4: 55,522 shares 55,522 $554K <0.01% +83 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,585 shares; 2025Q4: 4,820 shares 4,820 $553K <0.01% +2,235 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,416 shares; 2025Q1: 2,946 shares; 2025Q2: 3,244 shares; 2025Q3: 3,211 shares; 2025Q4: 5,334 shares 5,334 $548K <0.01% +2,123 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,261 shares; 2025Q4: 9,323 shares 9,323 $545K <0.01% +4,062 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,169 shares; 2025Q1: 14,941 shares; 2025Q2: 15,579 shares; 2025Q3: 16,991 shares; 2025Q4: 22,664 shares 22,664 $544K <0.01% +5,673 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,775 shares; 2025Q2: 11,431 shares; 2025Q3: 12,701 shares; 2025Q4: 16,583 shares 16,583 $544K <0.01% +3,882 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,924 shares; 2024Q4: 12,924 shares; 2025Q1: 12,624 shares; 2025Q2: 12,624 shares; 2025Q3: 12,624 shares; 2025Q4: 12,624 shares 12,624 $541K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 3,406 shares; 2025Q4: 2,371 shares 2,371 $536K <0.01% -1,035 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 9,970 shares; 2025Q1: 9,533 shares; 2025Q2: 9,648 shares; 2025Q3: 9,982 shares; 2025Q4: 11,964 shares 11,964 $536K <0.01% +1,982 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,371 shares; 2025Q3: 11,631 shares; 2025Q4: 12,484 shares 12,484 $533K <0.01% +853 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,003 shares; 2025Q1: 6,187 shares; 2025Q2: 6,697 shares; 2025Q3: 8,158 shares; 2025Q4: 8,292 shares 8,292 $532K <0.01% +134 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 3,610 shares; 2025Q1: 3,717 shares; 2025Q2: 3,844 shares; 2025Q3: 3,719 shares; 2025Q4: 3,539 shares 3,539 $532K <0.01% -180 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,082 shares; 2024Q4: 26,286 shares; 2025Q1: 25,516 shares; 2025Q2: 26,342 shares; 2025Q3: 26,321 shares; 2025Q4: 30,628 shares 30,628 $531K <0.01% +4,307 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,828 shares; 2025Q1: 14,084 shares; 2025Q2: 15,080 shares; 2025Q3: 13,676 shares; 2025Q4: 30,190 shares 30,190 $528K <0.01% +16,514 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,617 shares; 2025Q4: 8,510 shares 8,510 $527K <0.01% +4,893 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,900 shares 2,900 $526K <0.01% new Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,202 shares; 2025Q3: 17,402 shares; 2025Q4: 20,402 shares 20,402 $526K <0.01% +3,000 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,838 shares; 2025Q1: 1,980 shares; 2025Q2: 2,277 shares; 2025Q3: 2,466 shares; 2025Q4: 2,577 shares 2,577 $524K <0.01% +111 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,358 shares; 2025Q3: 13,021 shares; 2025Q4: 14,436 shares 14,436 $523K <0.01% +1,415 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,530 shares 2,530 $523K <0.01% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,543 shares; 2025Q4: 8,543 shares 8,543 $522K <0.01% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 4,613 shares 4,613 $522K <0.01% +2,133 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,029 shares; 2025Q3: 2,400 shares; 2025Q4: 4,163 shares 4,163 $521K <0.01% +1,763 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862 shares; 2024Q4: 9,862 shares; 2025Q1: 9,562 shares; 2025Q2: 8,162 shares; 2025Q3: 8,091 shares; 2025Q4: 8,569 shares 8,569 $520K <0.01% +478 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,943 shares 5,943 $518K <0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,397 shares 5,397 $518K <0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,806 shares 13,806 $517K <0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,717 shares; 2025Q2: 24,836 shares; 2025Q3: 27,320 shares; 2025Q4: 34,417 shares 34,417 $514K <0.01% +7,097 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,000 shares 23,000 $512K <0.01% new Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,065 shares 12,065 $511K <0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: 2,634 shares; 2025Q3: 3,482 shares; 2025Q4: 3,757 shares 3,757 $511K <0.01% +275 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,977 shares; 2025Q3: 7,134 shares; 2025Q4: 7,957 shares 7,957 $510K <0.01% +823 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 6,827 shares; 2025Q1: 7,067 shares; 2025Q2: 7,283 shares; 2025Q3: 6,935 shares; 2025Q4: 7,607 shares 7,607 $510K <0.01% +672 Timeline