NOBL 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: 17,802 shares; 2024Q4: 15,619 shares; 2025Q1: 16,173 shares; 2025Q2: 15,982 shares; 2025Q3: 15,974 shares; 2025Q4: 10,250 shares 10,250 $1.07M 0.02% -5,724 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 12,051 shares; 2025Q1: 11,402 shares; 2025Q2: 11,833 shares; 2025Q3: 12,227 shares; 2025Q4: 11,357 shares 11,357 $1.06M 0.02% -870 Timeline DEHP 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: 12,106 shares; 2024Q4: 17,926 shares; 2025Q1: 20,412 shares; 2025Q2: 23,989 shares; 2025Q3: 31,282 shares; 2025Q4: 32,656 shares 32,656 $1.05M 0.02% +1,374 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,550 shares; 2025Q1: 2,399 shares; 2025Q2: 2,563 shares; 2025Q3: 3,710 shares; 2025Q4: 3,629 shares 3,629 $1.05M 0.02% -81 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,095 shares; 2025Q4: 29,407 shares 29,407 $1.04M 0.02% +20,312 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: 10,569 shares; 2024Q4: 10,835 shares; 2025Q1: 11,772 shares; 2025Q2: 11,599 shares; 2025Q3: 11,614 shares; 2025Q4: 9,319 shares 9,319 $1.03M 0.02% -2,295 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: 25,172 shares; 2024Q4: 23,388 shares; 2025Q1: 25,255 shares; 2025Q2: 25,724 shares; 2025Q3: 26,080 shares; 2025Q4: 26,517 shares 26,517 $1.02M 0.02% +437 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,680 shares 16,680 $1.01M 0.02% 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: 45,225 shares; 2025Q4: 59,583 shares 59,583 $1.01M 0.02% +14,358 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,574 shares; 2025Q2: 1,527 shares; 2025Q3: 1,578 shares; 2025Q4: 1,498 shares 1,498 $1.01M 0.02% -80 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 6,745 shares; 2025Q1: 5,846 shares; 2025Q2: 5,799 shares; 2025Q3: 4,809 shares; 2025Q4: 4,368 shares 4,368 $1.01M 0.02% -441 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,865 shares; 2024Q4: 7,876 shares; 2025Q1: 7,751 shares; 2025Q2: 9,094 shares; 2025Q3: 9,861 shares; 2025Q4: 10,451 shares 10,451 $1M 0.02% +590 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: 3,851 shares; 2024Q4: 5,067 shares; 2025Q1: 5,801 shares; 2025Q2: 6,052 shares; 2025Q3: 6,590 shares; 2025Q4: 6,592 shares 6,592 $1M 0.02% +2 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,699 shares; 2024Q4: 82,573 shares; 2025Q1: 84,322 shares; 2025Q2: 77,543 shares; 2025Q3: 112,721 shares; 2025Q4: 123,451 shares 123,451 $1M 0.02% +10,730 Timeline GDX 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: 21,217 shares; 2024Q4: 14,125 shares; 2025Q1: 14,876 shares; 2025Q2: 10,050 shares; 2025Q3: 10,114 shares; 2025Q4: 11,531 shares 11,531 $989K 0.02% +1,417 Timeline VFMO 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: 1,358 shares; 2025Q1: 1,697 shares; 2025Q2: 4,043 shares; 2025Q3: 4,935 shares; 2025Q4: 5,147 shares 5,147 $984K 0.02% +212 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: 743 shares; 2024Q4: 780 shares; 2025Q1: 794 shares; 2025Q2: 803 shares; 2025Q3: 821 shares; 2025Q4: 810 shares 810 $984K 0.02% -11 Timeline DFSD 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: 9,919 shares; 2024Q4: 9,207 shares; 2025Q1: 13,309 shares; 2025Q2: 15,712 shares; 2025Q3: 17,857 shares; 2025Q4: 20,489 shares 20,489 $982K 0.02% +2,632 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: 16,608 shares; 2024Q4: 15,257 shares; 2025Q1: 14,839 shares; 2025Q2: 14,420 shares; 2025Q3: 14,420 shares; 2025Q4: 14,369 shares 14,369 $982K 0.02% -51 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,891 shares; 2025Q2: 18,453 shares; 2025Q3: 20,704 shares; 2025Q4: 22,531 shares 22,531 $981K 0.02% +1,827 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: 35,891 shares; 2024Q4: 34,954 shares; 2025Q1: 31,345 shares; 2025Q2: 27,740 shares; 2025Q3: 27,353 shares; 2025Q4: 26,982 shares 26,982 $978K 0.02% -371 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,915 shares; 2025Q3: 25,599 shares; 2025Q4: 28,432 shares 28,432 $976K 0.02% +2,833 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: 10,001 shares; 2024Q4: 10,101 shares; 2025Q1: 10,291 shares; 2025Q2: 10,418 shares; 2025Q3: 10,061 shares; 2025Q4: 10,544 shares 10,544 $975K 0.02% +483 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,763 shares; 2024Q4: 36,197 shares; 2025Q1: 33,427 shares; 2025Q2: 33,304 shares; 2025Q3: 31,333 shares; 2025Q4: 32,464 shares 32,464 $970K 0.02% +1,131 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,352 shares; 2025Q1: 4,400 shares; 2025Q2: 4,097 shares; 2025Q3: 4,240 shares; 2025Q4: 3,570 shares 3,570 $968K 0.02% -670 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: 22,369 shares; 2024Q4: 21,456 shares; 2025Q1: 24,884 shares; 2025Q2: 22,442 shares; 2025Q3: 24,136 shares; 2025Q4: 20,419 shares 20,419 $960K 0.02% -3,717 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO 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: 106,952 shares 106,952 $958K 0.02% new 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: 12,431 shares; 2024Q4: 12,711 shares; 2025Q1: 12,822 shares; 2025Q2: 13,009 shares; 2025Q3: 12,725 shares; 2025Q4: 11,509 shares 11,509 $955K 0.02% -1,216 Timeline EQT EQT CORP More: the full row for EQT 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: 13,246 shares; 2025Q4: 17,758 shares 17,758 $952K 0.02% +4,512 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,283 shares; 2025Q1: 1,319 shares; 2025Q2: 1,279 shares; 2025Q3: 1,341 shares; 2025Q4: 1,668 shares 1,668 $951K 0.02% +327 Timeline SCHV 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: 184,657 shares; 2024Q4: 541,438 shares; 2025Q1: 535,683 shares; 2025Q2: 34,507 shares; 2025Q3: 34,703 shares; 2025Q4: 31,633 shares 31,633 $937K 0.02% -3,070 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,302 shares 5,302 $933K 0.02% new Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,150 shares; 2024Q4: 38,400 shares; 2025Q1: 51,400 shares; 2025Q2: 32,900 shares; 2025Q3: 38,900 shares; 2025Q4: 38,900 shares 38,900 $931K 0.02% 0 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,306 shares 18,306 $929K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 11,735 shares; 2025Q1: 8,944 shares; 2025Q2: 9,140 shares; 2025Q3: 9,168 shares; 2025Q4: 12,561 shares 12,561 $923K 0.02% +3,393 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 14,389 shares; 2025Q2: 16,320 shares; 2025Q3: 17,431 shares; 2025Q4: 19,312 shares 19,312 $921K 0.02% +1,881 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,493 shares; 2024Q4: 11,504 shares; 2025Q1: 11,351 shares; 2025Q2: 11,359 shares; 2025Q3: 11,367 shares; 2025Q4: 11,378 shares 11,378 $921K 0.02% +11 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,901 shares; 2024Q4: 10,974 shares; 2025Q1: 11,026 shares; 2025Q2: 11,117 shares; 2025Q3: 11,223 shares; 2025Q4: 7,131 shares 7,131 $909K 0.02% -4,092 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,492 shares; 2024Q4: 12,915 shares; 2025Q1: 37,353 shares; 2025Q2: 24,385 shares; 2025Q3: 13,029 shares; 2025Q4: 13,041 shares 13,041 $909K 0.02% +12 Timeline DJD 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: 20,657 shares; 2024Q4: 23,007 shares; 2025Q1: 24,842 shares; 2025Q2: 23,314 shares; 2025Q3: 23,510 shares; 2025Q4: 15,853 shares 15,853 $906K 0.02% -7,657 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: 59,647 shares; 2024Q4: 47,583 shares; 2025Q1: 37,478 shares; 2025Q2: 53,144 shares; 2025Q3: 52,981 shares; 2025Q4: 69,014 shares 69,014 $905K 0.02% +16,033 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 11,626 shares; 2025Q1: 10,305 shares; 2025Q2: 20,878 shares; 2025Q3: 22,102 shares; 2025Q4: 22,464 shares 22,464 $901K 0.02% +362 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 5,644 shares; 2025Q1: 5,317 shares; 2025Q2: 10,368 shares; 2025Q3: 10,963 shares; 2025Q4: 10,571 shares 10,571 $898K 0.02% -392 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: 24,320 shares; 2024Q4: 24,434 shares; 2025Q1: 12,539 shares; 2025Q2: 12,171 shares; 2025Q3: 11,911 shares; 2025Q4: 12,156 shares 12,156 $895K 0.02% +245 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,110 shares; 2024Q4: 36,672 shares; 2025Q1: 37,427 shares; 2025Q2: 37,478 shares; 2025Q3: 33,619 shares; 2025Q4: 32,344 shares 32,344 $889K 0.02% -1,275 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: 6,891 shares; 2024Q4: 7,641 shares; 2025Q1: 7,750 shares; 2025Q2: 8,736 shares; 2025Q3: 8,799 shares; 2025Q4: 9,214 shares 9,214 $884K 0.02% +415 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: 10,092 shares; 2024Q4: 10,539 shares; 2025Q1: 10,586 shares; 2025Q2: 10,631 shares; 2025Q3: 10,706 shares; 2025Q4: 10,905 shares 10,905 $881K 0.02% +199 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: 18,897 shares; 2024Q4: 19,058 shares; 2025Q1: 18,520 shares; 2025Q2: 17,936 shares; 2025Q3: 6,486 shares; 2025Q4: 5,615 shares 5,615 $880K 0.02% -871 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: 9,299 shares; 2024Q4: 9,930 shares; 2025Q1: 9,130 shares; 2025Q2: 9,834 shares; 2025Q3: 15,782 shares; 2025Q4: 17,331 shares 17,331 $880K 0.02% +1,549 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,074 shares; 2025Q3: 7,064 shares; 2025Q4: 8,444 shares 8,444 $879K 0.02% +1,380 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: 23,622 shares; 2024Q4: 18,225 shares; 2025Q1: 20,066 shares; 2025Q2: 21,069 shares; 2025Q3: 21,186 shares; 2025Q4: 21,176 shares 21,176 $873K 0.02% -10 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: 23,138 shares; 2024Q4: 27,362 shares; 2025Q1: 27,848 shares; 2025Q2: 27,540 shares; 2025Q3: 27,655 shares; 2025Q4: 24,908 shares 24,908 $872K 0.02% -2,747 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 5,559 shares; 2025Q1: 6,752 shares; 2025Q2: 7,538 shares; 2025Q3: 7,555 shares; 2025Q4: 7,187 shares 7,187 $871K 0.02% -368 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 4,303 shares; 2025Q1: 4,460 shares; 2025Q2: 4,244 shares; 2025Q3: 4,208 shares; 2025Q4: 3,516 shares 3,516 $869K 0.02% -692 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 9,590 shares; 2025Q1: 8,516 shares; 2025Q2: 8,398 shares; 2025Q3: 8,473 shares; 2025Q4: 8,661 shares 8,661 $865K 0.02% +188 Timeline VLUE 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: 6,300 shares 6,300 $861K 0.02% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,040 shares; 2024Q4: 38,882 shares; 2025Q1: 42,880 shares; 2025Q2: 43,745 shares; 2025Q3: 43,153 shares; 2025Q4: 39,804 shares 39,804 $858K 0.02% -3,349 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,075 shares; 2024Q4: 25,925 shares; 2025Q1: 25,118 shares; 2025Q2: 22,867 shares; 2025Q3: 25,871 shares; 2025Q4: 24,585 shares 24,585 $854K 0.02% -1,286 Timeline BSCR 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: 11,885 shares; 2025Q1: 11,095 shares; 2025Q2: 37,202 shares; 2025Q3: 36,767 shares; 2025Q4: 43,098 shares 43,098 $851K 0.02% +6,331 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,503 shares; 2024Q4: 27,363 shares; 2025Q1: 27,259 shares; 2025Q2: 30,358 shares; 2025Q3: 30,568 shares; 2025Q4: 29,991 shares 29,991 $850K 0.02% -577 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 19,259 shares; 2025Q1: 19,222 shares; 2025Q2: 19,565 shares; 2025Q3: 19,558 shares; 2025Q4: 13,320 shares 13,320 $849K 0.02% -6,238 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: 11,865 shares; 2024Q4: 18,976 shares; 2025Q1: 20,762 shares; 2025Q2: 55,559 shares; 2025Q3: 52,402 shares; 2025Q4: 59,253 shares 59,253 $840K 0.02% +6,851 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,255 shares; 2025Q1: 8,225 shares; 2025Q2: 8,232 shares; 2025Q3: 8,257 shares; 2025Q4: 8,135 shares 8,135 $831K 0.02% -122 Timeline EMHY 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: 20,273 shares; 2025Q4: 20,457 shares 20,457 $826K 0.02% +184 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: not reported; 2025Q1: 5,943 shares; 2025Q2: 6,038 shares; 2025Q3: 6,040 shares; 2025Q4: 6,283 shares 6,283 $823K 0.02% +243 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,322 shares; 2025Q1: 9,734 shares; 2025Q2: 10,794 shares; 2025Q3: 11,129 shares; 2025Q4: 11,354 shares 11,354 $823K 0.02% +225 Timeline VIS 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: 2,573 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,753 shares 2,753 $821K 0.02% +78 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 712 shares; 2025Q2: 763 shares; 2025Q3: 772 shares; 2025Q4: 763 shares 763 $816K 0.02% -9 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,290 shares; 2024Q4: 50,472 shares; 2025Q1: 41,460 shares; 2025Q2: 40,020 shares; 2025Q3: 40,762 shares; 2025Q4: 41,964 shares 41,964 $814K 0.02% +1,202 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 3,783 shares; 2025Q2: 3,133 shares; 2025Q3: 4,647 shares; 2025Q4: 5,015 shares 5,015 $805K 0.02% +368 Timeline PSDM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,614 shares 15,614 $804K 0.02% new Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,794 shares; 2025Q3: 8,936 shares; 2025Q4: 10,839 shares 10,839 $794K 0.02% +1,903 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,625 shares; 2024Q4: 10,020 shares; 2025Q1: 9,984 shares; 2025Q2: 9,882 shares; 2025Q3: 10,371 shares; 2025Q4: 9,986 shares 9,986 $792K 0.02% -385 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,546 shares; 2024Q4: 36,066 shares; 2025Q1: 36,510 shares; 2025Q2: 36,616 shares; 2025Q3: 36,629 shares; 2025Q4: 36,182 shares 36,182 $787K 0.02% -447 Timeline DISV 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: 24,804 shares; 2024Q4: 19,846 shares; 2025Q1: 21,045 shares; 2025Q2: 21,489 shares; 2025Q3: 20,530 shares; 2025Q4: 20,556 shares 20,556 $781K 0.02% +26 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: 200,475 shares; 2024Q4: 209,783 shares; 2025Q1: 15,256 shares; 2025Q2: 13,543 shares; 2025Q3: 13,610 shares; 2025Q4: 13,004 shares 13,004 $779K 0.02% -606 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,624 shares; 2025Q4: 21,078 shares 21,078 $776K 0.02% +3,454 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,631 shares 6,631 $776K 0.02% new 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: 68,482 shares; 2024Q4: 68,201 shares; 2025Q1: 67,906 shares; 2025Q2: 13,084 shares; 2025Q3: 15,641 shares; 2025Q4: 15,595 shares 15,595 $771K 0.02% -46 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: 30,848 shares; 2025Q1: 30,848 shares; 2025Q2: 33,220 shares; 2025Q3: 31,920 shares; 2025Q4: 31,920 shares 31,920 $755K 0.01% 0 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: 4,270 shares; 2024Q4: 4,261 shares; 2025Q1: 3,759 shares; 2025Q2: 4,992 shares; 2025Q3: 4,286 shares; 2025Q4: 4,677 shares 4,677 $753K 0.01% +391 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: 233 shares; 2024Q4: 221 shares; 2025Q1: 258 shares; 2025Q2: 268 shares; 2025Q3: 265 shares; 2025Q4: 373 shares 373 $751K 0.01% +108 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,495 shares; 2025Q1: 1,287 shares; 2025Q2: 1,268 shares; 2025Q3: 1,247 shares; 2025Q4: 1,292 shares 1,292 $750K 0.01% +45 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: 32,143 shares; 2024Q4: 29,642 shares; 2025Q1: 28,245 shares; 2025Q2: 28,223 shares; 2025Q3: 27,726 shares; 2025Q4: 21,537 shares 21,537 $742K 0.01% -6,189 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,815 shares; 2025Q1: 26,760 shares; 2025Q2: 30,410 shares; 2025Q3: 32,814 shares; 2025Q4: 34,914 shares 34,914 $739K 0.01% +2,100 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 8,915 shares; 2025Q1: 7,879 shares; 2025Q2: 8,025 shares; 2025Q3: 8,384 shares; 2025Q4: 11,775 shares 11,775 $736K 0.01% +3,391 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,908 shares; 2024Q4: 11,033 shares; 2025Q1: 8,400 shares; 2025Q2: 9,477 shares; 2025Q3: 9,329 shares; 2025Q4: 10,441 shares 10,441 $735K 0.01% +1,112 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: 15,507 shares; 2025Q1: 15,379 shares; 2025Q2: 16,382 shares; 2025Q3: 16,488 shares; 2025Q4: 12,465 shares 12,465 $730K 0.01% -4,023 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: 12,687 shares; 2025Q1: 12,687 shares; 2025Q2: 7,887 shares; 2025Q3: 10,913 shares; 2025Q4: 15,981 shares 15,981 $729K 0.01% +5,068 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: 1,659 shares; 2024Q4: 1,794 shares; 2025Q1: 3,355 shares; 2025Q2: 2,843 shares; 2025Q3: 4,019 shares; 2025Q4: 3,218 shares 3,218 $728K 0.01% -801 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,413 shares; 2024Q4: 20,484 shares; 2025Q1: 21,424 shares; 2025Q2: 24,101 shares; 2025Q3: 29,772 shares; 2025Q4: 32,413 shares 32,413 $725K 0.01% +2,641 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 4,578 shares 4,578 $722K 0.01% +1,328 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: 4,531 shares; 2024Q4: 6,827 shares; 2025Q1: 8,580 shares; 2025Q2: 7,620 shares; 2025Q3: 7,578 shares; 2025Q4: 5,282 shares 5,282 $717K 0.01% -2,296 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: 25,792 shares; 2025Q2: 31,077 shares; 2025Q3: 34,837 shares; 2025Q4: 35,434 shares 35,434 $714K 0.01% +597 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,948 shares; 2025Q2: 9,601 shares; 2025Q3: 12,332 shares; 2025Q4: 12,994 shares 12,994 $702K 0.01% +662 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,610 shares; 2025Q2: 14,546 shares; 2025Q3: 14,140 shares; 2025Q4: 14,839 shares 14,839 $699K 0.01% +699 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: 1,990 shares; 2024Q4: 1,578 shares; 2025Q1: 1,833 shares; 2025Q2: 3,309 shares; 2025Q3: 3,222 shares; 2025Q4: 3,777 shares 3,777 $699K 0.01% +555 Timeline ACWX 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: 4,556 shares; 2025Q4: 10,338 shares 10,338 $694K 0.01% +5,782 Timeline BSMS 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: 28,440 shares; 2025Q1: 28,440 shares; 2025Q2: 29,530 shares; 2025Q3: 29,530 shares; 2025Q4: 29,530 shares 29,530 $694K 0.01% 0 Timeline DFAI 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: 11,591 shares; 2024Q4: 6,928 shares; 2025Q1: 6,941 shares; 2025Q2: 13,377 shares; 2025Q3: 13,992 shares; 2025Q4: 18,153 shares 18,153 $692K 0.01% +4,161 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,628 shares; 2025Q4: 23,836 shares 23,836 $687K 0.01% +13,208 Timeline SCHO 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: 41,538 shares; 2024Q4: 131,525 shares; 2025Q1: 72,999 shares; 2025Q2: 30,345 shares; 2025Q3: 28,799 shares; 2025Q4: 28,126 shares 28,126 $685K 0.01% -673 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,341 shares; 2025Q2: 47,978 shares; 2025Q3: 12,278 shares; 2025Q4: 16,874 shares 16,874 $683K 0.01% +4,596 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,997 shares; 2024Q4: 101,210 shares; 2025Q1: 101,472 shares; 2025Q2: 106,897 shares; 2025Q3: 107,304 shares; 2025Q4: 107,617 shares 107,617 $678K 0.01% +313 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: not reported; 2024Q4: not reported; 2025Q1: 5,653 shares; 2025Q2: 7,473 shares; 2025Q3: 11,088 shares; 2025Q4: 11,588 shares 11,588 $676K 0.01% +500 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 5,993 shares; 2025Q1: 5,466 shares; 2025Q2: 5,516 shares; 2025Q3: 5,478 shares; 2025Q4: 5,238 shares 5,238 $675K 0.01% -240 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,530 shares; 2024Q4: 13,037 shares; 2025Q1: 12,619 shares; 2025Q2: 14,082 shares; 2025Q3: 13,991 shares; 2025Q4: 14,104 shares 14,104 $675K 0.01% +113 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: 16,552 shares; 2024Q4: 18,329 shares; 2025Q1: 19,608 shares; 2025Q2: 21,789 shares; 2025Q3: 22,781 shares; 2025Q4: 9,170 shares 9,170 $674K 0.01% -13,611 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 4,406 shares; 2025Q1: 4,272 shares; 2025Q2: 9,663 shares; 2025Q3: 10,386 shares; 2025Q4: 6,446 shares 6,446 $660K 0.01% -3,940 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: 9,416 shares; 2024Q4: 8,775 shares; 2025Q1: 8,262 shares; 2025Q2: 8,166 shares; 2025Q3: 7,814 shares; 2025Q4: 8,304 shares 8,304 $659K 0.01% +490 Timeline PTH 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: not reported; 2025Q4: 13,150 shares 13,150 $654K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,515 shares; 2025Q1: 2,528 shares; 2025Q2: 4,898 shares; 2025Q3: 5,066 shares; 2025Q4: 5,031 shares 5,031 $649K 0.01% -35 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,001 shares; 2025Q1: 4,055 shares; 2025Q2: 3,319 shares; 2025Q3: 3,304 shares; 2025Q4: 2,633 shares 2,633 $648K 0.01% -671 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,004 shares; 2025Q1: 6,274 shares; 2025Q2: 5,235 shares; 2025Q3: 6,447 shares; 2025Q4: 6,631 shares 6,631 $648K 0.01% +184 Timeline SCHC 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: 9,075 shares; 2024Q4: 15,767 shares; 2025Q1: 15,075 shares; 2025Q2: 14,525 shares; 2025Q3: 14,364 shares; 2025Q4: 14,206 shares 14,206 $647K 0.01% -158 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: 9,884 shares; 2024Q4: 9,669 shares; 2025Q1: 7,894 shares; 2025Q2: 11,224 shares; 2025Q3: 10,465 shares; 2025Q4: 10,536 shares 10,536 $646K 0.01% +71 Timeline CRD-A CRAWFORD & CO More: the full row for CRAWFORD & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,836 shares; 2024Q4: 75,836 shares; 2025Q1: 75,836 shares; 2025Q2: 57,436 shares; 2025Q3: 57,436 shares; 2025Q4: 57,436 shares 57,436 $646K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 7,026 shares; 2025Q4: 9,297 shares 9,297 $645K 0.01% +2,271 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 8,898 shares; 2025Q1: 8,967 shares; 2025Q2: 10,045 shares; 2025Q3: 8,118 shares; 2025Q4: 7,687 shares 7,687 $644K 0.01% -431 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: 5,620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,151 shares; 2025Q3: 13,865 shares; 2025Q4: 9,723 shares 9,723 $641K 0.01% -4,142 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 2,656 shares 2,656 $641K 0.01% +1,463 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 4,008 shares; 2025Q1: 3,199 shares; 2025Q2: 4,690 shares; 2025Q3: 5,376 shares; 2025Q4: 5,347 shares 5,347 $638K 0.01% -29 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,628 shares; 2025Q4: 6,354 shares 6,354 $634K 0.01% +1,726 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,125 shares; 2024Q4: 4,918 shares; 2025Q1: 5,395 shares; 2025Q2: 5,847 shares; 2025Q3: 5,426 shares; 2025Q4: 5,523 shares 5,523 $629K 0.01% +97 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 9,198 shares; 2025Q1: 8,997 shares; 2025Q2: 9,270 shares; 2025Q3: 9,653 shares; 2025Q4: 9,828 shares 9,828 $626K 0.01% +175 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: 332 shares; 2024Q4: 326 shares; 2025Q1: 319 shares; 2025Q2: 313 shares; 2025Q3: 359 shares; 2025Q4: 370 shares 370 $626K 0.01% +11 Timeline JPRE 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: 16,699 shares; 2024Q4: 19,456 shares; 2025Q1: 19,537 shares; 2025Q2: 14,711 shares; 2025Q3: 14,468 shares; 2025Q4: 13,377 shares 13,377 $625K 0.01% -1,091 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 3,772 shares; 2025Q1: 3,813 shares; 2025Q2: 4,188 shares; 2025Q3: 4,608 shares; 2025Q4: 4,634 shares 4,634 $622K 0.01% +26 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: 4,360 shares; 2024Q4: 4,297 shares; 2025Q1: 4,306 shares; 2025Q2: 3,978 shares; 2025Q3: 4,925 shares; 2025Q4: 4,907 shares 4,907 $617K 0.01% -18 Timeline SPMB 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: 13,909 shares; 2024Q4: 14,454 shares; 2025Q1: 15,192 shares; 2025Q2: 15,226 shares; 2025Q3: 22,482 shares; 2025Q4: 27,473 shares 27,473 $616K 0.01% +4,991 Timeline BSCQ 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: 33,517 shares; 2025Q3: 33,705 shares; 2025Q4: 31,242 shares 31,242 $612K 0.01% -2,463 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 3,519 shares; 2025Q1: 3,252 shares; 2025Q2: 3,484 shares; 2025Q3: 3,337 shares; 2025Q4: 3,098 shares 3,098 $611K 0.01% -239 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 2,961 shares; 2025Q1: 3,091 shares; 2025Q2: 4,986 shares; 2025Q3: 5,576 shares; 2025Q4: 4,912 shares 4,912 $610K 0.01% -664 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 19,541 shares; 2025Q4: 23,014 shares 23,014 $608K 0.01% +3,473 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,951 shares; 2025Q4: 25,994 shares 25,994 $603K 0.01% +1,043 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,594 shares; 2025Q3: 3,307 shares; 2025Q4: 4,185 shares 4,185 $602K 0.01% +878 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,380 shares; 2025Q3: not reported; 2025Q4: 12,319 shares 12,319 $600K 0.01% new Timeline RDVI 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: 20,782 shares; 2025Q3: 22,746 shares; 2025Q4: 22,805 shares 22,805 $598K 0.01% +59 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 6,561 shares; 2025Q1: 6,749 shares; 2025Q2: 7,576 shares; 2025Q3: 8,093 shares; 2025Q4: 7,616 shares 7,616 $593K 0.01% -477 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,887 shares; 2025Q2: 5,839 shares; 2025Q3: 6,507 shares; 2025Q4: 7,506 shares 7,506 $593K 0.01% +999 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,528 shares; 2025Q4: 11,647 shares 11,647 $587K 0.01% +119 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: 8,181 shares; 2024Q4: 7,340 shares; 2025Q1: 7,769 shares; 2025Q2: 6,852 shares; 2025Q3: 6,493 shares; 2025Q4: 6,888 shares 6,888 $587K 0.01% +395 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: 798 shares; 2024Q4: 777 shares; 2025Q1: 1,803 shares; 2025Q2: 1,862 shares; 2025Q3: 1,793 shares; 2025Q4: 1,979 shares 1,979 $586K 0.01% +186 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,598 shares; 2024Q4: 21,273 shares; 2025Q1: 21,273 shares; 2025Q2: 21,273 shares; 2025Q3: 21,273 shares; 2025Q4: 21,261 shares 21,261 $585K 0.01% -12 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: 3,085 shares; 2024Q4: 3,984 shares; 2025Q1: 3,847 shares; 2025Q2: 4,508 shares; 2025Q3: 4,490 shares; 2025Q4: 4,490 shares 4,490 $584K 0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 10,255 shares; 2025Q1: 10,007 shares; 2025Q2: 10,063 shares; 2025Q3: 9,971 shares; 2025Q4: 11,064 shares 11,064 $580K 0.01% +1,093 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 3,654 shares; 2025Q1: 3,982 shares; 2025Q2: 4,125 shares; 2025Q3: 4,126 shares; 2025Q4: 4,836 shares 4,836 $579K 0.01% +710 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,847 shares; 2025Q1: 3,949 shares; 2025Q2: 4,682 shares; 2025Q3: 4,570 shares; 2025Q4: 7,024 shares 7,024 $576K 0.01% +2,454 Timeline SUSB 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: 15,429 shares; 2025Q3: 22,799 shares; 2025Q4: 22,799 shares 22,799 $575K 0.01% 0 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: 2,053 shares; 2024Q4: 2,543 shares; 2025Q1: 2,435 shares; 2025Q2: 2,422 shares; 2025Q3: 2,409 shares; 2025Q4: 2,289 shares 2,289 $574K 0.01% -120 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,550 shares; 2025Q2: 21,798 shares; 2025Q3: 22,869 shares; 2025Q4: 19,614 shares 19,614 $574K 0.01% -3,255 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 15,903 shares; 2025Q1: 15,088 shares; 2025Q2: 15,678 shares; 2025Q3: 16,327 shares; 2025Q4: 19,807 shares 19,807 $574K 0.01% +3,480 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,754 shares; 2024Q4: 36,754 shares; 2025Q1: 45,524 shares; 2025Q2: 45,524 shares; 2025Q3: 45,524 shares; 2025Q4: 48,024 shares 48,024 $571K 0.01% +2,500 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 4,220 shares; 2025Q1: 2,811 shares; 2025Q2: 2,715 shares; 2025Q3: 2,698 shares; 2025Q4: 2,619 shares 2,619 $568K 0.01% -79 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 3,776 shares; 2025Q1: 4,005 shares; 2025Q2: 4,534 shares; 2025Q3: 5,088 shares; 2025Q4: 5,599 shares 5,599 $565K 0.01% +511 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,525 shares; 2025Q3: 49,693 shares; 2025Q4: 48,323 shares 48,323 $564K 0.01% -1,370 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: 17,561 shares; 2024Q4: 19,679 shares; 2025Q1: 21,218 shares; 2025Q2: 24,172 shares; 2025Q3: 25,843 shares; 2025Q4: 29,827 shares 29,827 $564K 0.01% +3,984 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: 6,021 shares; 2024Q4: 5,693 shares; 2025Q1: 4,339 shares; 2025Q2: 4,546 shares; 2025Q3: 4,517 shares; 2025Q4: 4,971 shares 4,971 $561K 0.01% +454 Timeline MOOD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,659 shares; 2025Q4: 14,558 shares 14,558 $559K 0.01% +8,899 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: 6,653 shares; 2024Q4: 6,631 shares; 2025Q1: 6,482 shares; 2025Q2: 6,625 shares; 2025Q3: 6,932 shares; 2025Q4: 6,950 shares 6,950 $558K 0.01% +18 Timeline IHDG 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: 10,272 shares; 2024Q4: 10,739 shares; 2025Q1: 10,456 shares; 2025Q2: 10,786 shares; 2025Q3: 11,406 shares; 2025Q4: 11,408 shares 11,408 $555K 0.01% +2 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 10,240 shares; 2025Q1: 10,240 shares; 2025Q2: 10,240 shares; 2025Q3: 10,240 shares; 2025Q4: 10,628 shares 10,628 $553K 0.01% +388 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,011 shares; 2024Q4: 19,316 shares; 2025Q1: 23,175 shares; 2025Q2: 22,362 shares; 2025Q3: 24,694 shares; 2025Q4: 24,663 shares 24,663 $551K 0.01% -31 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,639 shares; 2024Q4: 8,487 shares; 2025Q1: 7,238 shares; 2025Q2: 6,100 shares; 2025Q3: 4,944 shares; 2025Q4: 3,251 shares 3,251 $551K 0.01% -1,693 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,491 shares; 2025Q1: 3,524 shares; 2025Q2: 3,408 shares; 2025Q3: 3,424 shares; 2025Q4: 3,438 shares 3,438 $550K 0.01% +14 Timeline HYDB 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: 4,335 shares; 2025Q3: 7,341 shares; 2025Q4: 11,587 shares 11,587 $549K 0.01% +4,246 Timeline ICF 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: 8,109 shares; 2025Q3: 6,702 shares; 2025Q4: 9,178 shares 9,178 $548K 0.01% +2,476 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,068 shares; 2025Q4: 24,385 shares 24,385 $547K 0.01% +10,317 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,699 shares; 2025Q2: 7,206 shares; 2025Q3: 11,228 shares; 2025Q4: 12,416 shares 12,416 $547K 0.01% +1,188 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,307 shares; 2025Q1: 39,204 shares; 2025Q2: 40,952 shares; 2025Q3: 6,462 shares; 2025Q4: 5,865 shares 5,865 $544K 0.01% -597 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 7,402 shares; 2025Q1: 7,403 shares; 2025Q2: 7,408 shares; 2025Q3: 7,408 shares; 2025Q4: 7,408 shares 7,408 $537K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,878 shares; 2024Q4: 11,637 shares; 2025Q1: 10,961 shares; 2025Q2: 10,839 shares; 2025Q3: 10,679 shares; 2025Q4: 6,373 shares 6,373 $537K 0.01% -4,306 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,527 shares; 2025Q3: 6,321 shares; 2025Q4: 5,890 shares 5,890 $536K 0.01% -431 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: 13,100 shares; 2024Q4: 12,509 shares; 2025Q1: 24,193 shares; 2025Q2: 26,952 shares; 2025Q3: 27,861 shares; 2025Q4: 27,870 shares 27,870 $535K 0.01% +9 Timeline ESGE 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: 13,312 shares; 2024Q4: 12,855 shares; 2025Q1: 15,486 shares; 2025Q2: 14,687 shares; 2025Q3: 15,238 shares; 2025Q4: 12,104 shares 12,104 $535K 0.01% -3,134 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,966 shares; 2025Q1: 2,666 shares; 2025Q2: 2,557 shares; 2025Q3: 2,603 shares; 2025Q4: 2,627 shares 2,627 $533K 0.01% +24 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,079 shares; 2025Q1: 6,151 shares; 2025Q2: 6,008 shares; 2025Q3: 6,021 shares; 2025Q4: 6,054 shares 6,054 $533K 0.01% +33 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: 6,216 shares; 2024Q4: 6,182 shares; 2025Q1: 6,009 shares; 2025Q2: 6,437 shares; 2025Q3: 6,753 shares; 2025Q4: 8,865 shares 8,865 $533K 0.01% +2,112 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: 8,845 shares; 2024Q4: 11,096 shares; 2025Q1: 9,561 shares; 2025Q2: 9,127 shares; 2025Q3: 8,939 shares; 2025Q4: 8,179 shares 8,179 $530K 0.01% -760 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: 1,762 shares; 2024Q4: 1,762 shares; 2025Q1: 1,763 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares 1,763 $530K 0.01% 0 Timeline PKB 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: 7,228 shares; 2024Q4: 6,647 shares; 2025Q1: 4,688 shares; 2025Q2: 3,392 shares; 2025Q3: 9,953 shares; 2025Q4: 5,716 shares 5,716 $529K 0.01% -4,237 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 7,912 shares; 2025Q3: 8,034 shares; 2025Q4: 7,574 shares 7,574 $527K 0.01% -460 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,308 shares; 2025Q1: 1,303 shares; 2025Q2: 1,434 shares; 2025Q3: 1,645 shares; 2025Q4: 1,785 shares 1,785 $524K 0.01% +140 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares 1,311 $521K 0.01% new Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,126 shares; 2025Q4: 10,126 shares 10,126 $520K 0.01% 0 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: not reported; 2024Q4: 6,491 shares; 2025Q1: 6,519 shares; 2025Q2: 6,703 shares; 2025Q3: 6,695 shares; 2025Q4: 6,389 shares 6,389 $520K 0.01% -306 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 4,992 shares; 2025Q1: 4,015 shares; 2025Q2: 4,049 shares; 2025Q3: 3,919 shares; 2025Q4: 3,790 shares 3,790 $516K 0.01% -129 Timeline XSD 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: 892 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 2,526 shares; 2025Q4: 1,604 shares 1,604 $516K 0.01% -922 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,451 shares; 2025Q4: 38,970 shares 38,970 $512K 0.01% +15,519 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,237 shares 15,237 $507K 0.01% new Timeline DVOL 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: 12,460 shares; 2025Q3: 14,318 shares; 2025Q4: 14,436 shares 14,436 $506K 0.01% +118 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 13,997 shares 13,997 $504K 0.01% new 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: 4,935 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 8,037 shares; 2025Q3: 8,037 shares; 2025Q4: 8,037 shares 8,037 $501K 0.01% 0 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: 2,805 shares; 2025Q3: 2,660 shares; 2025Q4: 2,701 shares 2,701 $500K 0.01% +41 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,145 shares 14,145 $499K 0.01% new Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,015 shares; 2025Q4: 4,200 shares 4,200 $494K 0.01% +185 Timeline ITB 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: 4,638 shares; 2024Q4: 2,927 shares; 2025Q1: 3,383 shares; 2025Q2: not reported; 2025Q3: 4,944 shares; 2025Q4: 5,131 shares 5,131 $494K 0.01% +187 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,528 shares; 2024Q4: 72,528 shares; 2025Q1: 72,528 shares; 2025Q2: 72,510 shares; 2025Q3: 72,510 shares; 2025Q4: 72,510 shares 72,510 $494K 0.01% 0 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: 2,623 shares; 2024Q4: 2,534 shares; 2025Q1: 2,252 shares; 2025Q2: 2,187 shares; 2025Q3: 2,205 shares; 2025Q4: 2,400 shares 2,400 $493K 0.01% +195 Timeline EVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,175 shares; 2024Q4: 36,553 shares; 2025Q1: 736,545 shares; 2025Q2: 42,007 shares; 2025Q3: 20,905 shares; 2025Q4: 9,634 shares 9,634 $490K 0.01% -11,271 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: 140 shares; 2024Q4: 138 shares; 2025Q1: 141 shares; 2025Q2: 140 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144 $488K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,129 shares; 2025Q1: not reported; 2025Q2: 2,927 shares; 2025Q3: 3,090 shares; 2025Q4: 3,606 shares 3,606 $487K 0.01% +516 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,789 shares; 2025Q1: 2,932 shares; 2025Q2: 2,917 shares; 2025Q3: 2,827 shares; 2025Q4: 2,758 shares 2,758 $484K 0.01% -69 Timeline UTEN 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: 19,780 shares; 2024Q4: 14,564 shares; 2025Q1: 14,829 shares; 2025Q2: 12,594 shares; 2025Q3: 11,751 shares; 2025Q4: 10,982 shares 10,982 $484K 0.01% -769 Timeline LQDH 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: 5,468 shares; 2024Q4: 4,158 shares; 2025Q1: 4,162 shares; 2025Q2: 4,513 shares; 2025Q3: 4,578 shares; 2025Q4: 5,178 shares 5,178 $483K 0.01% +600 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,093 shares; 2024Q4: 30,180 shares; 2025Q1: 30,306 shares; 2025Q2: 16,257 shares; 2025Q3: 16,601 shares; 2025Q4: 16,118 shares 16,118 $483K 0.01% -483 Timeline IJJ 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: 4,010 shares; 2024Q4: 3,756 shares; 2025Q1: 3,708 shares; 2025Q2: 3,712 shares; 2025Q3: 3,993 shares; 2025Q4: 3,664 shares 3,664 $482K 0.01% -329 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,944 shares; 2025Q3: 2,178 shares; 2025Q4: 1,978 shares 1,978 $478K 0.01% -200 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,587 shares; 2024Q4: 49,108 shares; 2025Q1: 47,563 shares; 2025Q2: 35,099 shares; 2025Q3: 24,585 shares; 2025Q4: 15,603 shares 15,603 $477K 0.01% -8,982 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: 5,081 shares; 2024Q4: 4,944 shares; 2025Q1: 4,955 shares; 2025Q2: 4,713 shares; 2025Q3: 6,080 shares; 2025Q4: 3,190 shares 3,190 $475K 0.01% -2,890 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: 1,609 shares; 2024Q4: 1,543 shares; 2025Q1: 1,427 shares; 2025Q2: 1,349 shares; 2025Q3: 1,363 shares; 2025Q4: 1,531 shares 1,531 $475K 0.01% +168 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,187 shares; 2025Q1: 1,667 shares; 2025Q2: 1,774 shares; 2025Q3: 1,759 shares; 2025Q4: 1,806 shares 1,806 $474K 0.01% +47 Timeline AVEM 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: 3,370 shares; 2025Q3: 4,470 shares; 2025Q4: 6,136 shares 6,136 $473K 0.01% +1,666 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,454 shares; 2025Q4: 3,605 shares 3,605 $467K 0.01% +1,151 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 5,033 shares; 2025Q1: 5,052 shares; 2025Q2: 5,084 shares; 2025Q3: 5,041 shares; 2025Q4: 5,170 shares 5,170 $465K 0.01% +129 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,958 shares; 2024Q4: 248,964 shares; 2025Q1: 242,401 shares; 2025Q2: 180,037 shares; 2025Q3: 5,048 shares; 2025Q4: 5,098 shares 5,098 $464K 0.01% +50 Timeline SPTI 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: 17,733 shares; 2024Q4: 18,126 shares; 2025Q1: 19,411 shares; 2025Q2: 19,046 shares; 2025Q3: 15,844 shares; 2025Q4: 16,080 shares 16,080 $464K 0.01% +236 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 5,920 shares; 2025Q1: 5,389 shares; 2025Q2: 5,759 shares; 2025Q3: 5,744 shares; 2025Q4: 5,822 shares 5,822 $460K 0.01% +78 Timeline PBDC 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: 28,663 shares; 2024Q4: 29,149 shares; 2025Q1: 37,665 shares; 2025Q2: 42,446 shares; 2025Q3: 38,600 shares; 2025Q4: 14,984 shares 14,984 $459K 0.01% -23,616 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: 2,085 shares; 2024Q4: 1,803 shares; 2025Q1: 2,612 shares; 2025Q2: 4,048 shares; 2025Q3: 4,338 shares; 2025Q4: 3,618 shares 3,618 $455K 0.01% -720 Timeline FALN 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: 7,628 shares; 2025Q3: 16,348 shares; 2025Q4: 16,633 shares 16,633 $454K 0.01% +285 Timeline REM 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: 38,146 shares; 2024Q4: 33,690 shares; 2025Q1: 33,408 shares; 2025Q2: 33,758 shares; 2025Q3: 33,360 shares; 2025Q4: 20,313 shares 20,313 $451K 0.01% -13,047 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,965 shares; 2025Q2: 7,720 shares; 2025Q3: 9,241 shares; 2025Q4: 9,216 shares 9,216 $448K 0.01% -25 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: 2,974 shares; 2024Q4: 2,789 shares; 2025Q1: 3,041 shares; 2025Q2: 2,685 shares; 2025Q3: 2,675 shares; 2025Q4: 3,244 shares 3,244 $447K 0.01% +569 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,945 shares; 2025Q3: 3,945 shares; 2025Q4: 7,875 shares 7,875 $446K 0.01% +3,930 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: 3,531 shares; 2024Q4: 3,439 shares; 2025Q1: 3,606 shares; 2025Q2: not reported; 2025Q3: 3,969 shares; 2025Q4: 4,631 shares 4,631 $446K 0.01% +662 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,569 shares; 2024Q4: 21,821 shares; 2025Q1: 21,906 shares; 2025Q2: 22,884 shares; 2025Q3: 23,316 shares; 2025Q4: 16,065 shares 16,065 $444K 0.01% -7,251 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,303 shares; 2025Q1: 1,338 shares; 2025Q2: 1,843 shares; 2025Q3: 1,697 shares; 2025Q4: 1,827 shares 1,827 $443K 0.01% +130 Timeline PTF 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: 9,729 shares; 2024Q4: 9,686 shares; 2025Q1: 6,041 shares; 2025Q2: 5,819 shares; 2025Q3: 5,787 shares; 2025Q4: 5,781 shares 5,781 $442K 0.01% -6 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,270 shares; 2024Q4: 29,500 shares; 2025Q1: 34,119 shares; 2025Q2: 34,336 shares; 2025Q3: 34,576 shares; 2025Q4: 34,884 shares 34,884 $442K 0.01% +308 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: 415 shares; 2024Q4: 442 shares; 2025Q1: 449 shares; 2025Q2: 432 shares; 2025Q3: 425 shares; 2025Q4: 438 shares 438 $442K 0.01% +13 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,295 shares; 2025Q1: 1,342 shares; 2025Q2: 1,276 shares; 2025Q3: 1,445 shares; 2025Q4: 1,615 shares 1,615 $441K 0.01% +170 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: 3,187 shares; 2024Q4: 3,117 shares; 2025Q1: 2,984 shares; 2025Q2: 2,862 shares; 2025Q3: 2,782 shares; 2025Q4: 2,915 shares 2,915 $441K 0.01% +133 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: 3,626 shares; 2024Q4: 3,827 shares; 2025Q1: 3,800 shares; 2025Q2: 4,171 shares; 2025Q3: 4,105 shares; 2025Q4: 2,706 shares 2,706 $441K 0.01% -1,399 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: 6,157 shares; 2024Q4: 6,021 shares; 2025Q1: 5,869 shares; 2025Q2: 4,967 shares; 2025Q3: 4,926 shares; 2025Q4: 3,998 shares 3,998 $440K 0.01% -928 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 706 shares; 2025Q1: 721 shares; 2025Q2: 752 shares; 2025Q3: 757 shares; 2025Q4: 842 shares 842 $440K 0.01% +85 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: 9,233 shares; 2024Q4: 9,419 shares; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 18,401 shares; 2025Q4: 14,283 shares 14,283 $439K 0.01% -4,118 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 15,923 shares 15,923 $438K 0.01% new Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,298 shares; 2025Q2: 7,298 shares; 2025Q3: 7,298 shares; 2025Q4: 7,298 shares 7,298 $435K 0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 5,178 shares; 2025Q1: 4,697 shares; 2025Q2: 4,898 shares; 2025Q3: 5,115 shares; 2025Q4: 5,126 shares 5,126 $435K 0.01% +11 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: 2,698 shares; 2024Q4: 2,502 shares; 2025Q1: 3,107 shares; 2025Q2: 2,890 shares; 2025Q3: 3,015 shares; 2025Q4: 3,400 shares 3,400 $434K 0.01% +385 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,044 shares; 2025Q1: 2,052 shares; 2025Q2: 1,955 shares; 2025Q3: 2,035 shares; 2025Q4: 2,096 shares 2,096 $432K 0.01% +61 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 9,261 shares; 2025Q1: 8,830 shares; 2025Q2: 8,305 shares; 2025Q3: 7,892 shares; 2025Q4: 7,134 shares 7,134 $431K 0.01% -758 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 1,520 shares; 2025Q3: 2,384 shares; 2025Q4: 5,992 shares 5,992 $429K 0.01% +3,608 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: 4,765 shares; 2024Q4: 5,218 shares; 2025Q1: 5,333 shares; 2025Q2: 5,333 shares; 2025Q3: 5,765 shares; 2025Q4: 5,337 shares 5,337 $429K 0.01% -428 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,927 shares; 2025Q1: 6,267 shares; 2025Q2: 8,482 shares; 2025Q3: 8,932 shares; 2025Q4: 8,281 shares 8,281 $428K 0.01% -651 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: 16,071 shares; 2024Q4: 11,309 shares; 2025Q1: 11,787 shares; 2025Q2: 12,103 shares; 2025Q3: 12,986 shares; 2025Q4: 10,010 shares 10,010 $428K 0.01% -2,976 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: 30,846 shares; 2024Q4: 33,422 shares; 2025Q1: 33,895 shares; 2025Q2: 36,440 shares; 2025Q3: 35,705 shares; 2025Q4: 37,927 shares 37,927 $426K 0.01% +2,222 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares 2,438 $425K 0.01% 0 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: not reported; 2024Q4: 918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,188 shares 2,188 $425K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,589 shares; 2025Q1: 1,417 shares; 2025Q2: 1,320 shares; 2025Q3: 1,298 shares; 2025Q4: 1,458 shares 1,458 $423K 0.01% +160 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 4,470 shares; 2025Q1: 3,941 shares; 2025Q2: 3,914 shares; 2025Q3: 3,932 shares; 2025Q4: 1,876 shares 1,876 $422K 0.01% -2,056 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 5,898 shares; 2025Q3: 4,911 shares; 2025Q4: 8,834 shares 8,834 $422K 0.01% +3,923 Timeline VLU 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: 1,460 shares; 2025Q1: 1,570 shares; 2025Q2: 1,804 shares; 2025Q3: 1,954 shares; 2025Q4: 2,001 shares 2,001 $421K 0.01% +47 Timeline TFLO 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: 10,408 shares; 2024Q4: 10,259 shares; 2025Q1: 13,068 shares; 2025Q2: 8,360 shares; 2025Q3: 8,343 shares; 2025Q4: 8,332 shares 8,332 $420K 0.01% -11 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: not reported; 2024Q4: 16,685 shares; 2025Q1: 16,685 shares; 2025Q2: 17,754 shares; 2025Q3: 17,754 shares; 2025Q4: 17,754 shares 17,754 $420K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale 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: 6,402 shares 6,402 $419K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 22,022 shares; 2025Q1: 22,585 shares; 2025Q2: 21,131 shares; 2025Q3: 22,172 shares; 2025Q4: 24,013 shares 24,013 $417K 0.01% +1,841 Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,813 shares; 2025Q4: 9,508 shares 9,508 $415K 0.01% -1,305 Timeline WTIP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,396 shares 12,396 $415K 0.01% new 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: not reported; 2025Q3: 7,289 shares; 2025Q4: 5,500 shares 5,500 $415K 0.01% -1,789 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,423 shares; 2024Q4: 18,575 shares; 2025Q1: 18,918 shares; 2025Q2: 26,837 shares; 2025Q3: 72,157 shares; 2025Q4: 33,253 shares 33,253 $413K 0.01% -38,904 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,211 shares; 2024Q4: 40,123 shares; 2025Q1: 39,690 shares; 2025Q2: 39,633 shares; 2025Q3: 39,864 shares; 2025Q4: 41,353 shares 41,353 $413K 0.01% +1,489 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: 7,606 shares; 2024Q4: 7,702 shares; 2025Q1: 6,615 shares; 2025Q2: 6,533 shares; 2025Q3: 6,588 shares; 2025Q4: 7,787 shares 7,787 $411K 0.01% +1,199 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,119 shares 5,119 $409K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,641 shares; 2025Q1: 1,646 shares; 2025Q2: 1,640 shares; 2025Q3: 1,627 shares; 2025Q4: 1,481 shares 1,481 $408K 0.01% -146 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,974 shares; 2024Q4: 5,439 shares; 2025Q1: 3,727 shares; 2025Q2: 3,952 shares; 2025Q3: 3,961 shares; 2025Q4: 4,045 shares 4,045 $406K 0.01% +84 Timeline DFEV 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: 11,802 shares; 2024Q4: 9,360 shares; 2025Q1: 9,689 shares; 2025Q2: 9,832 shares; 2025Q3: 11,492 shares; 2025Q4: 11,972 shares 11,972 $404K 0.01% +480 Timeline DFSU 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: 9,529 shares; 2025Q2: 9,553 shares; 2025Q3: 9,265 shares; 2025Q4: 9,285 shares 9,285 $403K 0.01% +20 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: 18,791 shares; 2024Q4: 16,415 shares; 2025Q1: 13,315 shares; 2025Q2: 10,090 shares; 2025Q3: 8,359 shares; 2025Q4: 6,834 shares 6,834 $401K 0.01% -1,525 Timeline FDG 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: 3,208 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares 3,150 $400K 0.01% 0 Timeline AVIG 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: 9,533 shares; 2024Q4: 9,671 shares; 2025Q1: 9,147 shares; 2025Q2: 9,252 shares; 2025Q3: 9,354 shares; 2025Q4: 9,491 shares 9,491 $398K 0.01% +137 Timeline IGPT 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: not reported; 2025Q4: 6,568 shares 6,568 $391K 0.01% new 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: 2,920 shares; 2025Q3: 3,124 shares; 2025Q4: 4,807 shares 4,807 $390K 0.01% +1,683 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,246 shares; 2025Q4: 4,252 shares 4,252 $389K 0.01% +6 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,846 shares 14,846 $386K 0.01% new Timeline INDA 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: 8,054 shares; 2025Q3: 7,568 shares; 2025Q4: 7,134 shares 7,134 $386K 0.01% -434 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,667 shares; 2025Q2: 111,649 shares; 2025Q3: 131,535 shares; 2025Q4: 14,610 shares 14,610 $385K 0.01% -116,925 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,538 shares; 2025Q1: 2,426 shares; 2025Q2: 1,486 shares; 2025Q3: 1,863 shares; 2025Q4: 1,531 shares 1,531 $383K 0.01% -332 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,130 shares; 2024Q4: 74,911 shares; 2025Q1: 75,474 shares; 2025Q2: 11,005 shares; 2025Q3: 19,748 shares; 2025Q4: 16,183 shares 16,183 $383K 0.01% -3,565 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 358 shares; 2025Q1: 402 shares; 2025Q2: 335 shares; 2025Q3: 345 shares; 2025Q4: 357 shares 357 $382K 0.01% +12 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 661 shares; 2025Q1: 582 shares; 2025Q2: 576 shares; 2025Q3: 530 shares; 2025Q4: 577 shares 577 $382K 0.01% +47 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 4,337 shares; 2025Q1: 4,006 shares; 2025Q2: 3,986 shares; 2025Q3: 3,986 shares; 2025Q4: 4,096 shares 4,096 $381K 0.01% +110 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,456 shares; 2025Q1: 1,895 shares; 2025Q2: 1,832 shares; 2025Q3: 1,849 shares; 2025Q4: 1,827 shares 1,827 $380K 0.01% -22 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 1,985 shares; 2025Q1: 2,167 shares; 2025Q2: 2,165 shares; 2025Q3: 2,024 shares; 2025Q4: 2,346 shares 2,346 $380K 0.01% +322 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 7,209 shares; 2025Q1: 8,202 shares; 2025Q2: 8,694 shares; 2025Q3: 9,216 shares; 2025Q4: 10,382 shares 10,382 $380K 0.01% +1,166 Timeline FELV 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: 9,900 shares; 2025Q3: 10,909 shares; 2025Q4: 10,922 shares 10,922 $379K 0.01% +13 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 2,633 shares 2,633 $378K 0.01% new Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,559 shares; 2025Q4: 14,678 shares 14,678 $375K 0.01% +119 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 7,704 shares; 2025Q4: 8,602 shares 8,602 $375K 0.01% +898 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 4,009 shares; 2025Q1: 4,411 shares; 2025Q2: 4,298 shares; 2025Q3: 4,450 shares; 2025Q4: 4,713 shares 4,713 $372K 0.01% +263 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,160 shares; 2025Q4: 6,306 shares 6,306 $372K 0.01% +146 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,053 shares; 2025Q1: 3,121 shares; 2025Q2: 3,114 shares; 2025Q3: 3,452 shares; 2025Q4: 3,357 shares 3,357 $370K 0.01% -95 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 6,420 shares; 2025Q1: 4,880 shares; 2025Q2: 4,838 shares; 2025Q3: 4,845 shares; 2025Q4: 5,137 shares 5,137 $370K 0.01% +292 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: not reported; 2025Q3: 4,679 shares; 2025Q4: 5,300 shares 5,300 $370K 0.01% +621 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 2,823 shares 2,823 $369K 0.01% new Timeline FXNC FIRST NATL CORP VA More: the full row for FIRST NATL CORP VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,528 shares; 2024Q4: 14,478 shares; 2025Q1: 14,403 shares; 2025Q2: 14,762 shares; 2025Q3: 14,603 shares; 2025Q4: 14,603 shares 14,603 $369K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 2,921 shares; 2025Q1: 3,675 shares; 2025Q2: 3,733 shares; 2025Q3: 3,606 shares; 2025Q4: 3,849 shares 3,849 $367K 0.01% +243 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,496 shares; 2025Q1: 7,054 shares; 2025Q2: 7,504 shares; 2025Q3: 7,104 shares; 2025Q4: 6,663 shares 6,663 $365K 0.01% -441 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: 1,361 shares; 2024Q4: 1,358 shares; 2025Q1: 1,244 shares; 2025Q2: 1,100 shares; 2025Q3: 1,137 shares; 2025Q4: 1,265 shares 1,265 $363K 0.01% +128 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,820 shares; 2025Q4: 9,475 shares 9,475 $363K 0.01% -4,345 Timeline AHLT AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,475 shares; 2024Q4: 21,055 shares; 2025Q1: 20,425 shares; 2025Q2: 13,686 shares; 2025Q3: 13,693 shares; 2025Q4: 13,693 shares 13,693 $361K 0.01% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,833 shares; 2025Q2: 7,033 shares; 2025Q3: 7,903 shares; 2025Q4: 8,468 shares 8,468 $360K 0.01% +565 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,853 shares 6,853 $360K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,642 shares; 2025Q1: 2,680 shares; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 3,093 shares 3,093 $359K 0.01% +1,045 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,692 shares; 2025Q4: 4,185 shares 4,185 $358K 0.01% +493 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,049 shares; 2025Q3: 18,447 shares; 2025Q4: 17,312 shares 17,312 $357K 0.01% -1,135 Timeline WEEI ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,716 shares; 2025Q4: 16,619 shares 16,619 $357K 0.01% +903 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,329 shares 4,329 $356K 0.01% new Timeline USAI 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: 10,961 shares; 2024Q4: 8,915 shares; 2025Q1: 8,948 shares; 2025Q2: 9,103 shares; 2025Q3: 9,133 shares; 2025Q4: 9,226 shares 9,226 $352K 0.01% +93 Timeline DFSB 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: 6,765 shares; 2025Q2: 6,765 shares; 2025Q3: 6,765 shares; 2025Q4: 6,765 shares 6,765 $350K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 17,526 shares; 2025Q1: 19,991 shares; 2025Q2: 25,693 shares; 2025Q3: 37,527 shares; 2025Q4: 32,642 shares 32,642 $350K 0.01% -4,885 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,529 shares; 2025Q3: 1,629 shares; 2025Q4: 1,882 shares 1,882 $349K 0.01% +253 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,729 shares; 2025Q4: 7,837 shares 7,837 $349K 0.01% +1,108 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,137 shares; 2025Q1: not reported; 2025Q2: 7,031 shares; 2025Q3: 7,125 shares; 2025Q4: 7,759 shares 7,759 $348K 0.01% +634 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 6,065 shares; 2025Q4: 6,013 shares 6,013 $346K 0.01% -52 Timeline NEAR 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: 4,788 shares; 2024Q4: 5,576 shares; 2025Q1: 6,156 shares; 2025Q2: 6,159 shares; 2025Q3: 6,163 shares; 2025Q4: 6,751 shares 6,751 $345K 0.01% +588 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: 6,673 shares; 2024Q4: 10,901 shares; 2025Q1: 10,811 shares; 2025Q2: 10,843 shares; 2025Q3: 9,643 shares; 2025Q4: 9,673 shares 9,673 $344K 0.01% +30 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 5,829 shares; 2025Q1: 5,827 shares; 2025Q2: 5,932 shares; 2025Q3: 6,292 shares; 2025Q4: 6,971 shares 6,971 $342K 0.01% +679 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: 83,882 shares; 2024Q4: 81,572 shares; 2025Q1: 81,955 shares; 2025Q2: 9,074 shares; 2025Q3: 18,481 shares; 2025Q4: 7,068 shares 7,068 $342K 0.01% -11,413 Timeline DBMF 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: 8,349 shares; 2024Q4: 8,525 shares; 2025Q1: not reported; 2025Q2: 11,846 shares; 2025Q3: 11,870 shares; 2025Q4: 12,116 shares 12,116 $340K 0.01% +246 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182 shares 1,182 $339K 0.01% new Timeline DFIV 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: 6,595 shares; 2024Q4: not reported; 2025Q1: 5,971 shares; 2025Q2: 6,018 shares; 2025Q3: 5,421 shares; 2025Q4: 6,801 shares 6,801 $339K 0.01% +1,380 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,753 shares 10,753 $338K 0.01% new 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: 562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 570 shares; 2025Q3: 616 shares; 2025Q4: 719 shares 719 $336K 0.01% +103 Timeline BSMT 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: 14,491 shares; 2025Q1: 14,491 shares; 2025Q2: 14,491 shares; 2025Q3: 14,491 shares; 2025Q4: 14,491 shares 14,491 $335K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,731 shares; 2025Q1: 1,955 shares; 2025Q2: 2,142 shares; 2025Q3: 2,069 shares; 2025Q4: 2,063 shares 2,063 $333K 0.01% -6 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,247 shares; 2025Q4: 14,180 shares 14,180 $332K 0.01% +933 Timeline APTV APTIV PLC More: the full row for APTIV 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: 5,014 shares; 2025Q2: 4,920 shares; 2025Q3: 4,724 shares; 2025Q4: 4,363 shares 4,363 $332K 0.01% -361 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 10,616 shares; 2025Q1: 10,616 shares; 2025Q2: 11,034 shares; 2025Q3: 11,034 shares; 2025Q4: 11,034 shares 11,034 $331K 0.01% 0 Timeline PGF 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: 30,710 shares; 2024Q4: 30,359 shares; 2025Q1: 29,969 shares; 2025Q2: 29,994 shares; 2025Q3: 31,344 shares; 2025Q4: 23,406 shares 23,406 $331K 0.01% -7,938 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: 8,745 shares; 2025Q1: 29,097 shares; 2025Q2: 9,626 shares; 2025Q3: 9,983 shares; 2025Q4: 10,020 shares 10,020 $330K 0.01% +37 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,943 shares; 2025Q1: 5,402 shares; 2025Q2: 4,974 shares; 2025Q3: 5,995 shares; 2025Q4: 6,115 shares 6,115 $329K 0.01% +120 Timeline VSGX 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: 4,101 shares; 2024Q4: 4,110 shares; 2025Q1: 4,033 shares; 2025Q2: 4,795 shares; 2025Q3: 4,643 shares; 2025Q4: 4,580 shares 4,580 $328K 0.01% -63 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,993 shares; 2025Q3: 12,812 shares; 2025Q4: 9,166 shares 9,166 $327K 0.01% -3,646 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,029 shares 10,029 $327K 0.01% new Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 20,483 shares; 2025Q1: 22,850 shares; 2025Q2: 24,343 shares; 2025Q3: 24,343 shares; 2025Q4: 19,746 shares 19,746 $326K 0.01% -4,597 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 5,037 shares; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 4,162 shares; 2025Q4: 4,137 shares 4,137 $326K 0.01% -25 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,916 shares; 2025Q1: 3,985 shares; 2025Q2: 4,211 shares; 2025Q3: 3,211 shares; 2025Q4: 1,580 shares 1,580 $326K 0.01% -1,631 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 6,885 shares; 2025Q1: 7,458 shares; 2025Q2: 7,807 shares; 2025Q3: 8,160 shares; 2025Q4: 6,044 shares 6,044 $325K 0.01% -2,116 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,129 shares; 2024Q4: 27,539 shares; 2025Q1: 27,755 shares; 2025Q2: 28,172 shares; 2025Q3: 28,719 shares; 2025Q4: 29,382 shares 29,382 $325K 0.01% +663 Timeline CSM 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: 4,588 shares; 2024Q4: 4,520 shares; 2025Q1: 4,475 shares; 2025Q2: 4,445 shares; 2025Q3: 4,422 shares; 2025Q4: 4,072 shares 4,072 $324K 0.01% -350 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,700 shares; 2025Q4: 14,702 shares 14,702 $322K 0.01% +2 Timeline DWX 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: 5,331 shares; 2024Q4: 6,186 shares; 2025Q1: 6,116 shares; 2025Q2: 6,250 shares; 2025Q3: 6,305 shares; 2025Q4: 7,305 shares 7,305 $321K 0.01% +1,000 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,066 shares; 2024Q4: 36,603 shares; 2025Q1: 37,188 shares; 2025Q2: 37,059 shares; 2025Q3: 7,102 shares; 2025Q4: 7,103 shares 7,103 $321K 0.01% +1 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES 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: 13,819 shares 13,819 $320K 0.01% new 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: 1,189 shares; 2024Q4: 6,315 shares; 2025Q1: 5,961 shares; 2025Q2: 5,867 shares; 2025Q3: 6,671 shares; 2025Q4: 6,370 shares 6,370 $319K 0.01% -301 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,289 shares; 2025Q1: 2,584 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 3,148 shares 3,148 $318K 0.01% +584 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 3,637 shares; 2025Q4: 3,656 shares 3,656 $318K 0.01% +19 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,192 shares; 2025Q3: 4,011 shares; 2025Q4: 4,462 shares 4,462 $317K 0.01% +451 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,402 shares; 2025Q1: 4,402 shares; 2025Q2: 3,899 shares; 2025Q3: 3,899 shares; 2025Q4: 3,899 shares 3,899 $316K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,447 shares; 2024Q4: 14,199 shares; 2025Q1: not reported; 2025Q2: 12,571 shares; 2025Q3: 12,388 shares; 2025Q4: 12,050 shares 12,050 $315K 0.01% -338 Timeline POWA 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: 3,767 shares; 2024Q4: 3,648 shares; 2025Q1: 3,483 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,490 shares 3,490 $314K 0.01% +7 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,895 shares; 2025Q4: 7,366 shares 7,366 $313K 0.01% +471 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,666 shares; 2025Q2: 7,497 shares; 2025Q3: 7,498 shares; 2025Q4: 7,499 shares 7,499 $313K 0.01% +1 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 4,450 shares; 2025Q4: 1,917 shares 1,917 $313K 0.01% -2,533 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,842 shares 4,842 $312K 0.01% new Timeline BITO 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: 49,022 shares; 2025Q2: 32,430 shares; 2025Q3: 32,072 shares; 2025Q4: 25,483 shares 25,483 $310K 0.01% -6,589 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 3,023 shares; 2025Q1: 1,723 shares; 2025Q2: not reported; 2025Q3: 1,739 shares; 2025Q4: 2,245 shares 2,245 $309K 0.01% +506 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,523 shares; 2025Q3: 3,567 shares; 2025Q4: 4,620 shares 4,620 $309K 0.01% +1,053 Timeline HEDJ 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: 8,279 shares; 2024Q4: 8,372 shares; 2025Q1: 6,119 shares; 2025Q2: 5,862 shares; 2025Q3: 5,863 shares; 2025Q4: 5,816 shares 5,816 $309K 0.01% -47 Timeline IQDG 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: 13,603 shares; 2024Q4: 11,810 shares; 2025Q1: 9,483 shares; 2025Q2: 9,177 shares; 2025Q3: 8,731 shares; 2025Q4: 7,352 shares 7,352 $305K 0.01% -1,379 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 6,474 shares; 2025Q1: 6,530 shares; 2025Q2: 11,717 shares; 2025Q3: 10,833 shares; 2025Q4: 7,497 shares 7,497 $305K 0.01% -3,336 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: 767 shares; 2024Q4: 745 shares; 2025Q1: 882 shares; 2025Q2: 875 shares; 2025Q3: 967 shares; 2025Q4: 940 shares 940 $305K 0.01% -27 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,775 shares; 2025Q1: 6,075 shares; 2025Q2: 6,205 shares; 2025Q3: 6,205 shares; 2025Q4: 6,105 shares 6,105 $304K 0.01% -100 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG 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: 12,195 shares 12,195 $304K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,920 shares; 2025Q1: 4,078 shares; 2025Q2: 3,435 shares; 2025Q3: 3,286 shares; 2025Q4: 3,129 shares 3,129 $303K 0.01% -157 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,105 shares 4,105 $301K 0.01% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 7,162 shares; 2025Q1: 6,858 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares 6,667 $300K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,957 shares; 2025Q4: 1,621 shares 1,621 $299K 0.01% -336 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,591 shares; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 5,528 shares; 2025Q4: 2,604 shares 2,604 $299K 0.01% -2,924 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 9,541 shares; 2025Q4: 7,531 shares 7,531 $298K 0.01% -2,010 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 4,542 shares; 2025Q1: 4,525 shares; 2025Q2: 4,485 shares; 2025Q3: 4,410 shares; 2025Q4: 3,163 shares 3,163 $298K 0.01% -1,247 Timeline RSPF 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: 3,947 shares; 2024Q4: 4,749 shares; 2025Q1: 4,879 shares; 2025Q2: 4,317 shares; 2025Q3: 4,270 shares; 2025Q4: 3,794 shares 3,794 $298K 0.01% -476 Timeline OPLN OPENLANE INC More: the full row for OPENLANE 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: 10,000 shares 10,000 $298K 0.01% new Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,568 shares; 2024Q4: 13,099 shares; 2025Q1: 9,053 shares; 2025Q2: 9,886 shares; 2025Q3: 9,786 shares; 2025Q4: 8,281 shares 8,281 $296K 0.01% -1,505 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 51 shares; 2025Q1: 56 shares; 2025Q2: 47 shares; 2025Q3: 52 shares; 2025Q4: 55 shares 55 $295K 0.01% +3 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: 3,065 shares; 2024Q4: 3,357 shares; 2025Q1: 3,467 shares; 2025Q2: 3,509 shares; 2025Q3: 3,534 shares; 2025Q4: 3,340 shares 3,340 $295K 0.01% -194 Timeline SPYT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,353 shares; 2025Q4: 16,856 shares 16,856 $295K 0.01% +503 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,121 shares; 2025Q3: 5,351 shares; 2025Q4: 6,360 shares 6,360 $294K 0.01% +1,009 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: 11,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,449 shares 7,449 $294K 0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,386 shares; 2025Q3: 4,696 shares; 2025Q4: 4,722 shares 4,722 $293K 0.01% +26 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: 1,701 shares; 2024Q4: 1,752 shares; 2025Q1: 1,731 shares; 2025Q2: 1,972 shares; 2025Q3: 1,909 shares; 2025Q4: 4,359 shares 4,359 $293K 0.01% +2,450 Timeline DUSB 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: 5,746 shares; 2025Q3: 5,755 shares; 2025Q4: 5,765 shares 5,765 $292K 0.01% +10 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,014 shares; 2025Q4: 6,923 shares 6,923 $291K 0.01% -1,091 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,171 shares; 2025Q3: 8,399 shares; 2025Q4: 11,481 shares 11,481 $291K 0.01% +3,082 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,485 shares; 2025Q3: 2,874 shares; 2025Q4: 5,482 shares 5,482 $289K 0.01% +2,608 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,498 shares; 2025Q1: 5,927 shares; 2025Q2: 6,018 shares; 2025Q3: 6,282 shares; 2025Q4: 6,346 shares 6,346 $289K 0.01% +64 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 1,940 shares; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,522 shares; 2025Q4: 2,453 shares 2,453 $288K 0.01% -69 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 1,000 shares; 2025Q1: 905 shares; 2025Q2: 895 shares; 2025Q3: 889 shares; 2025Q4: 917 shares 917 $287K 0.01% +28 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,031 shares; 2025Q1: 23,188 shares; 2025Q2: 24,732 shares; 2025Q3: 4,300 shares; 2025Q4: 3,830 shares 3,830 $286K 0.01% -470 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,539 shares; 2025Q1: 8,886 shares; 2025Q2: 8,965 shares; 2025Q3: 9,026 shares; 2025Q4: 9,091 shares 9,091 $284K 0.01% +65 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,733 shares; 2024Q4: 17,940 shares; 2025Q1: 15,992 shares; 2025Q2: 16,661 shares; 2025Q3: 16,473 shares; 2025Q4: 12,701 shares 12,701 $283K 0.01% -3,772 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: 5,706 shares; 2024Q4: 3,924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,062 shares 4,062 $282K 0.01% new 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: 2,518 shares; 2024Q4: 2,658 shares; 2025Q1: 2,774 shares; 2025Q2: 2,648 shares; 2025Q3: 2,990 shares; 2025Q4: 2,667 shares 2,667 $281K 0.01% -323 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,407 shares; 2024Q4: 17,450 shares; 2025Q1: 12,273 shares; 2025Q2: 12,280 shares; 2025Q3: 12,286 shares; 2025Q4: 12,295 shares 12,295 $281K 0.01% +9 Timeline IJS 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: 2,697 shares; 2024Q4: 2,491 shares; 2025Q1: 2,420 shares; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 2,462 shares 2,462 $280K 0.01% +573 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,714 shares; 2024Q4: 33,810 shares; 2025Q1: 31,135 shares; 2025Q2: 24,675 shares; 2025Q3: 21,850 shares; 2025Q4: 20,990 shares 20,990 $279K 0.01% -860 Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,922 shares 10,922 $278K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,577 shares; 2025Q1: 2,582 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,435 shares 1,435 $278K 0.01% new 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: 5,035 shares; 2024Q4: 7,961 shares; 2025Q1: 7,809 shares; 2025Q2: 7,567 shares; 2025Q3: 7,557 shares; 2025Q4: 7,492 shares 7,492 $277K 0.01% -65 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,933 shares; 2025Q4: 14,716 shares 14,716 $277K 0.01% +1,783 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 2,775 shares 2,775 $277K 0.01% +22 Timeline NZAC 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: 6,444 shares; 2024Q4: 6,444 shares; 2025Q1: 6,444 shares; 2025Q2: 6,444 shares; 2025Q3: 6,448 shares; 2025Q4: 6,448 shares 6,448 $277K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,313 shares; 2025Q1: 1,181 shares; 2025Q2: 1,044 shares; 2025Q3: 1,019 shares; 2025Q4: 1,138 shares 1,138 $276K 0.01% +119 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,111 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares 975 $276K 0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,813 shares; 2025Q3: not reported; 2025Q4: 1,942 shares 1,942 $276K 0.01% new Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,984 shares; 2025Q4: 15,652 shares 15,652 $275K 0.01% +668 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: 3,068 shares; 2024Q4: 2,390 shares; 2025Q1: 2,868 shares; 2025Q2: 3,014 shares; 2025Q3: 2,532 shares; 2025Q4: 2,677 shares 2,677 $275K 0.01% +145 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 4,595 shares 4,595 $273K 0.01% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,060 shares; 2025Q3: not reported; 2025Q4: 10,971 shares 10,971 $273K 0.01% new Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 4,491 shares; 2025Q4: 5,328 shares 5,328 $272K 0.01% +837 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,759 shares; 2025Q1: 7,099 shares; 2025Q2: 7,149 shares; 2025Q3: 7,248 shares; 2025Q4: 7,480 shares 7,480 $271K 0.01% +232 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: 2,185 shares; 2024Q4: 1,969 shares; 2025Q1: 1,819 shares; 2025Q2: 2,188 shares; 2025Q3: 2,195 shares; 2025Q4: 2,153 shares 2,153 $271K 0.01% -42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,208 shares; 2025Q3: 6,088 shares; 2025Q4: 6,113 shares 6,113 $271K 0.01% +25 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS 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: 7,750 shares; 2025Q4: 7,750 shares 7,750 $270K 0.01% 0 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: not reported; 2025Q4: 5,094 shares 5,094 $269K 0.01% new Timeline IXJ 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: 3,979 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,760 shares 2,760 $269K 0.01% -105 Timeline HWAY THEMES ETF TR More: the full row for THEMES 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: 8,668 shares; 2025Q3: 8,668 shares; 2025Q4: 8,664 shares 8,664 $268K 0.01% -4 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,303 shares; 2025Q2: 27,244 shares; 2025Q3: 15,023 shares; 2025Q4: 11,299 shares 11,299 $268K 0.01% -3,724 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,534 shares 9,534 $267K 0.01% new 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: 7,768 shares; 2024Q4: 4,411 shares; 2025Q1: 4,194 shares; 2025Q2: 3,997 shares; 2025Q3: 3,819 shares; 2025Q4: 2,601 shares 2,601 $267K 0.01% -1,218 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,860 shares 6,860 $266K 0.01% new Timeline ISCG 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: 4,837 shares; 2025Q3: 4,776 shares; 2025Q4: 4,764 shares 4,764 $264K 0.01% -12 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: 1,249 shares; 2025Q1: 1,256 shares; 2025Q2: not reported; 2025Q3: 1,376 shares; 2025Q4: 1,425 shares 1,425 $263K 0.01% +49 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale 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: 6,514 shares 6,514 $263K 0.01% new Timeline IGRO 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: 3,149 shares; 2025Q3: 3,961 shares; 2025Q4: 3,165 shares 3,165 $262K 0.01% -796 Timeline BUFZ 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: 9,871 shares 9,871 $262K 0.01% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,980 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares 8,980 $262K 0.01% 0 Timeline VUSB 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: 4,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,244 shares 5,244 $261K 0.01% new Timeline HEI-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares 1,033 $261K 0.01% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 8,052 shares; 2025Q1: 8,601 shares; 2025Q2: 7,290 shares; 2025Q3: 7,790 shares; 2025Q4: 6,013 shares 6,013 $260K 0.01% -1,777 Timeline ICVT 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: 2,631 shares 2,631 $259K 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: 982 shares; 2024Q4: 922 shares; 2025Q1: 929 shares; 2025Q2: 945 shares; 2025Q3: 946 shares; 2025Q4: 799 shares 799 $259K 0.01% -147 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 492 shares; 2025Q1: 748 shares; 2025Q2: 713 shares; 2025Q3: 693 shares; 2025Q4: 699 shares 699 $258K 0.01% +6 Timeline RSPG 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: 5,192 shares; 2024Q4: 4,985 shares; 2025Q1: 5,208 shares; 2025Q2: 4,645 shares; 2025Q3: 4,636 shares; 2025Q4: 3,235 shares 3,235 $257K 0.01% -1,401 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,802 shares 3,802 $257K 0.01% new Timeline SPPP 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: 17,500 shares; 2024Q4: 11,985 shares; 2025Q1: 11,985 shares; 2025Q2: 11,985 shares; 2025Q3: 14,182 shares; 2025Q4: 15,171 shares 15,171 $255K 0.01% +989 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,112 shares; 2025Q3: 10,550 shares; 2025Q4: 10,567 shares 10,567 $255K 0.01% +17 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 1,097 shares; 2025Q4: 1,245 shares 1,245 $254K <0.01% +148 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: not reported; 2025Q1: 3,574 shares; 2025Q2: 3,562 shares; 2025Q3: 3,466 shares; 2025Q4: 2,950 shares 2,950 $254K <0.01% -516 Timeline IDEV 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: 143,953 shares; 2024Q4: 146,266 shares; 2025Q1: 144,011 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,076 shares 3,076 $254K <0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,675 shares; 2025Q2: 11,337 shares; 2025Q3: 11,707 shares; 2025Q4: 10,672 shares 10,672 $253K <0.01% -1,035 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: 1,393 shares; 2025Q1: 1,361 shares; 2025Q2: 1,341 shares; 2025Q3: 1,339 shares; 2025Q4: 1,414 shares 1,414 $253K <0.01% +75 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 4,378 shares; 2025Q1: not reported; 2025Q2: 2,852 shares; 2025Q3: not reported; 2025Q4: 3,766 shares 3,766 $252K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,276 shares; 2025Q1: 4,439 shares; 2025Q2: 2,115 shares; 2025Q3: 2,306 shares; 2025Q4: 2,832 shares 2,832 $252K <0.01% +526 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,051 shares; 2024Q4: 10,950 shares; 2025Q1: 11,106 shares; 2025Q2: 11,320 shares; 2025Q3: 10,987 shares; 2025Q4: 10,771 shares 10,771 $251K <0.01% -216 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 4,198 shares; 2025Q1: 1,881 shares; 2025Q2: 1,993 shares; 2025Q3: 1,643 shares; 2025Q4: 1,802 shares 1,802 $249K <0.01% +159 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,223 shares; 2024Q4: 12,569 shares; 2025Q1: 12,354 shares; 2025Q2: 12,538 shares; 2025Q3: 9,870 shares; 2025Q4: 9,632 shares 9,632 $248K <0.01% -238 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 13,553 shares; 2025Q1: 10,439 shares; 2025Q2: 11,876 shares; 2025Q3: 11,521 shares; 2025Q4: 11,017 shares 11,017 $246K <0.01% -504 Timeline EAGG 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: 5,134 shares; 2025Q3: 5,134 shares; 2025Q4: 5,134 shares 5,134 $246K <0.01% 0 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares 5,285 $245K <0.01% 0 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: 15,060 shares; 2024Q4: 23,389 shares; 2025Q1: 30,484 shares; 2025Q2: 27,146 shares; 2025Q3: 21,859 shares; 2025Q4: 24,556 shares 24,556 $245K <0.01% +2,697 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 28,593 shares; 2025Q1: 28,486 shares; 2025Q2: 22,135 shares; 2025Q3: 25,311 shares; 2025Q4: 20,346 shares 20,346 $245K <0.01% -4,965 Timeline PEJ 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: 5,377 shares; 2024Q4: 5,275 shares; 2025Q1: 5,276 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares; 2025Q4: 3,980 shares 3,980 $244K <0.01% -1,131 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS 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: 12,240 shares 12,240 $243K <0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 8,065 shares; 2025Q1: 3,884 shares; 2025Q2: 4,193 shares; 2025Q3: 3,916 shares; 2025Q4: 3,708 shares 3,708 $241K <0.01% -208 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: 3,774 shares; 2024Q4: 3,697 shares; 2025Q1: 3,725 shares; 2025Q2: 3,975 shares; 2025Q3: 4,224 shares; 2025Q4: 3,797 shares 3,797 $241K <0.01% -427 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,964 shares; 2025Q1: 10,319 shares; 2025Q2: 10,327 shares; 2025Q3: 10,175 shares; 2025Q4: 10,183 shares 10,183 $241K <0.01% +8 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: not reported; 2024Q4: 1,905 shares; 2025Q1: 1,958 shares; 2025Q2: 1,898 shares; 2025Q3: 1,747 shares; 2025Q4: 1,594 shares 1,594 $240K <0.01% -153 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: 432 shares; 2024Q4: 437 shares; 2025Q1: 470 shares; 2025Q2: 476 shares; 2025Q3: 494 shares; 2025Q4: 482 shares 482 $236K <0.01% -12 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: 1,830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,298 shares 1,298 $236K <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: not reported; 2025Q1: 1,158 shares; 2025Q2: 1,114 shares; 2025Q3: not reported; 2025Q4: 1,210 shares 1,210 $236K <0.01% new Timeline SII SPROTT INC More: the full row for SPROTT 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: 2,421 shares; 2025Q4: 2,408 shares 2,408 $236K <0.01% -13 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,614 shares; 2025Q4: 17,541 shares 17,541 $235K <0.01% -73 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 6,248 shares; 2025Q1: 6,248 shares; 2025Q2: 5,046 shares; 2025Q3: 5,131 shares; 2025Q4: 5,926 shares 5,926 $235K <0.01% +795 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $233K <0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684 shares 684 $231K <0.01% new Timeline DFAX 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: 13,568 shares; 2024Q4: 13,928 shares; 2025Q1: 13,616 shares; 2025Q2: 96,697 shares; 2025Q3: 6,927 shares; 2025Q4: 7,047 shares 7,047 $231K <0.01% +120 Timeline QFLR 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: 6,724 shares 6,724 $230K <0.01% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,966 shares 5,966 $230K <0.01% new Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 5,890 shares; 2025Q1: 5,860 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,860 shares 5,860 $229K <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: not reported; 2025Q1: 5,713 shares; 2025Q2: 5,728 shares; 2025Q3: 5,803 shares; 2025Q4: 6,224 shares 6,224 $229K <0.01% +421 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,481 shares; 2024Q4: 23,036 shares; 2025Q1: 24,027 shares; 2025Q2: 25,441 shares; 2025Q3: 25,172 shares; 2025Q4: 20,881 shares 20,881 $228K <0.01% -4,291 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 188 shares 188 $228K <0.01% +1 QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,218 shares 4,218 $227K <0.01% new Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 14,084 shares; 2025Q1: 13,452 shares; 2025Q2: 13,496 shares; 2025Q3: 13,541 shares; 2025Q4: 10,288 shares 10,288 $227K <0.01% -3,253 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: 5,145 shares; 2024Q4: 5,287 shares; 2025Q1: 5,316 shares; 2025Q2: 5,545 shares; 2025Q3: not reported; 2025Q4: 816 shares 816 $225K <0.01% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,600 shares; 2025Q1: 7,950 shares; 2025Q2: 7,049 shares; 2025Q3: 5,199 shares; 2025Q4: 4,694 shares 4,694 $224K <0.01% -505 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,088 shares 1,088 $223K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,575 shares 1,575 $223K <0.01% new Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,231 shares 10,231 $223K <0.01% 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: 1,299 shares; 2024Q4: 1,590 shares; 2025Q1: 2,350 shares; 2025Q2: 1,983 shares; 2025Q3: 2,163 shares; 2025Q4: 2,206 shares 2,206 $222K <0.01% +43 Timeline MLRG 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: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares 2,350 $222K <0.01% 0 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,894 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,472 shares; 2025Q4: 6,474 shares 6,474 $221K <0.01% +2 Timeline PVH PVH CORPORATION More: the full row for PVH 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: 3,294 shares 3,294 $221K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,624 shares 2,624 $219K <0.01% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 5,405 shares; 2025Q1: 7,356 shares; 2025Q2: 5,093 shares; 2025Q3: 4,947 shares; 2025Q4: 5,088 shares 5,088 $218K <0.01% +141 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,609 shares; 2025Q4: 5,606 shares 5,606 $218K <0.01% -3 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,911 shares 5,911 $218K <0.01% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,720 shares; 2025Q4: 5,740 shares 5,740 $217K <0.01% +20 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,636 shares; 2025Q4: 9,756 shares 9,756 $216K <0.01% +120 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: 11,218 shares; 2024Q4: 5,163 shares; 2025Q1: not reported; 2025Q2: 2,251 shares; 2025Q3: 2,186 shares; 2025Q4: 2,109 shares 2,109 $216K <0.01% -77 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 2,170 shares; 2025Q4: 2,339 shares 2,339 $213K <0.01% +169 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,031 shares 2,031 $213K <0.01% new Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,355 shares 7,355 $213K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,586 shares; 2024Q4: 25,425 shares; 2025Q1: 4,286 shares; 2025Q2: 3,834 shares; 2025Q3: not reported; 2025Q4: 4,149 shares 4,149 $211K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares 498 $210K <0.01% new Timeline QDPL 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: 4,935 shares 4,935 $210K <0.01% new Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale 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: 5,040 shares 5,040 $208K <0.01% new Timeline