SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,400,992 shares; 2016Q4: 1,410,217 shares; 2017Q1: 1,435,064 shares; 2017Q2: 1,432,709 shares; 2017Q3: 1,431,714 shares 1,431,714 $67M 11.93% -995 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 246,394 shares; 2016Q4: 245,594 shares; 2017Q1: 245,494 shares; 2017Q2: 242,594 shares; 2017Q3: 235,044 shares 235,044 $22M 3.92% -7,550 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 169,151 shares; 2016Q4: 169,185 shares; 2017Q1: 168,706 shares; 2017Q2: 167,881 shares; 2017Q3: 168,156 shares 168,156 $21.9M 3.89% +275 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 253,175 shares; 2016Q4: 255,746 shares; 2017Q1: 273,147 shares; 2017Q2: 269,795 shares; 2017Q3: 271,619 shares 271,619 $20.2M 3.6% +1,824 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 91,749 shares; 2016Q4: 90,159 shares; 2017Q1: 90,592 shares; 2017Q2: 90,017 shares; 2017Q3: 90,197 shares 90,197 $18.9M 3.37% +180 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 121,425 shares; 2016Q4: 149,035 shares; 2017Q1: 237,050 shares; 2017Q2: 253,255 shares; 2017Q3: 262,020 shares 262,020 $16M 2.84% +8,765 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 180,964 shares; 2017Q2: 180,462 shares; 2017Q3: 173,462 shares 173,462 $15.6M 2.78% -7,000 CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 318,420 shares; 2016Q4: 317,050 shares; 2017Q1: 322,650 shares; 2017Q2: 320,450 shares; 2017Q3: 314,550 shares 314,550 $15.2M 2.71% -5,900 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 108,495 shares; 2016Q4: 110,090 shares; 2017Q1: 112,860 shares; 2017Q2: 111,115 shares; 2017Q3: 111,390 shares 111,390 $15M 2.68% +275 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 390,095 shares; 2016Q4: 385,275 shares; 2017Q1: 365,367 shares; 2017Q2: 344,032 shares; 2017Q3: 332,192 shares 332,192 $15M 2.66% -11,840 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 224,672 shares; 2016Q4: 231,925 shares; 2017Q1: 241,525 shares; 2017Q2: 235,465 shares; 2017Q3: 229,365 shares 229,365 $13.8M 2.45% -6,100 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 110,465 shares; 2016Q4: 115,015 shares; 2017Q1: 118,447 shares; 2017Q2: 120,797 shares; 2017Q3: 121,972 shares 121,972 $13.4M 2.4% +1,175 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 78,510 shares; 2016Q4: 83,295 shares; 2017Q1: 90,065 shares; 2017Q2: 90,265 shares; 2017Q3: 92,565 shares 92,565 $13.2M 2.34% +2,300 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 132,400 shares; 2016Q4: 132,550 shares; 2017Q1: 135,990 shares; 2017Q2: 137,090 shares; 2017Q3: 139,240 shares 139,240 $12.7M 2.27% +2,150 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 69,595 shares; 2016Q4: 67,995 shares; 2017Q1: 71,835 shares; 2017Q2: 73,115 shares; 2017Q3: 73,925 shares 73,925 $12.1M 2.16% +810 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 179,767 shares; 2016Q4: 182,617 shares; 2017Q1: 182,519 shares; 2017Q2: 181,019 shares; 2017Q3: 180,769 shares 180,769 $11.7M 2.08% -250 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 80,740 shares; 2016Q4: 80,530 shares; 2017Q1: 91,630 shares; 2017Q2: 92,720 shares; 2017Q3: 92,670 shares 92,670 $10.9M 1.94% -50 Timeline XLK 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 96,359 shares; 2016Q4: 129,209 shares; 2017Q1: 175,759 shares; 2017Q2: 191,209 shares; 2017Q3: 183,559 shares 183,559 $10.8M 1.93% -7,650 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 213,942 shares; 2016Q4: 207,884 shares; 2017Q1: 129,290 shares; 2017Q2: 124,190 shares; 2017Q3: 123,190 shares 123,190 $9.97M 1.78% -1,000 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 111,169 shares; 2016Q4: 109,645 shares; 2017Q1: 107,515 shares; 2017Q2: 107,415 shares; 2017Q3: 107,315 shares 107,315 $9.54M 1.7% -100 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 130,727 shares; 2016Q4: 139,417 shares; 2017Q1: 143,067 shares; 2017Q2: 143,850 shares; 2017Q3: 138,963 shares 138,963 $8.9M 1.58% -4,887 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 100,221 shares; 2016Q4: 98,616 shares; 2017Q1: 100,226 shares; 2017Q2: 97,651 shares; 2017Q3: 93,426 shares 93,426 $8.5M 1.51% -4,225 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 28,830 shares; 2016Q4: 28,830 shares; 2017Q1: 29,230 shares; 2017Q2: 33,025 shares; 2017Q3: 36,410 shares 36,410 $8.21M 1.46% +3,385 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 45,905 shares; 2016Q4: 46,277 shares; 2017Q1: 46,277 shares; 2017Q2: 45,377 shares; 2017Q3: 42,707 shares 42,707 $7.83M 1.39% -2,670 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 62,349 shares; 2016Q4: 62,989 shares; 2017Q1: 65,732 shares; 2017Q2: 66,293 shares; 2017Q3: 66,293 shares 66,293 $7.7M 1.37% 0 SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 171,905 shares; 2017Q2: 179,280 shares; 2017Q3: 152,010 shares 152,010 $7.62M 1.36% -27,270 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 124,750 shares; 2016Q4: 155,500 shares; 2017Q1: 168,100 shares; 2017Q2: 169,600 shares; 2017Q3: 172,450 shares 172,450 $7.54M 1.34% +2,850 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 8,675 shares; 2016Q4: 12,910 shares; 2017Q1: 15,625 shares; 2017Q2: 15,845 shares; 2017Q3: 16,675 shares 16,675 $7.46M 1.33% +830 SWTSX SCHWAB TOT STK MRKT INDX More: the full row for SCHWAB TOT STK MRKT INDX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 269,816 shares; 2016Q4: 268,418 shares; 2017Q1: 158,779 shares; 2017Q2: 155,530 shares; 2017Q3: 146,697 shares 146,697 $6.64M 1.18% -8,833 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 34,178 shares; 2016Q4: 35,648 shares; 2017Q1: 37,219 shares; 2017Q2: 34,199 shares; 2017Q3: 34,389 shares 34,389 $6.41M 1.14% +190 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 120,325 shares; 2016Q4: 116,815 shares; 2017Q1: 115,865 shares; 2017Q2: 113,065 shares; 2017Q3: 113,465 shares 113,465 $6.05M 1.08% +400 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 71,890 shares; 2016Q4: 69,137 shares; 2017Q1: 66,422 shares; 2017Q2: 64,865 shares; 2017Q3: 64,065 shares 64,065 $5.81M 1.03% -800 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 3,820 shares; 2016Q4: 4,430 shares; 2017Q1: 5,295 shares; 2017Q2: 5,735 shares; 2017Q3: 5,995 shares 5,995 $5.76M 1.03% +260 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 16,530 shares; 2016Q4: 27,980 shares; 2017Q1: 38,190 shares; 2017Q2: 39,340 shares; 2017Q3: 39,940 shares 39,940 $5.76M 1.03% +600 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: 3,872 shares; 2017Q1: 4,800 shares; 2017Q2: 5,605 shares; 2017Q3: 5,825 shares 5,825 $5.67M 1.01% +220 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 45,639 shares; 2016Q4: 45,639 shares; 2017Q1: 45,589 shares; 2017Q2: 45,389 shares; 2017Q3: 44,889 shares 44,889 $5.66M 1.01% -500 Timeline MONSANTO CO NEW MONSANTO CO NEW More: the full row for MONSANTO CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 44,180 shares; 2016Q4: 43,230 shares; 2017Q1: 48,055 shares; 2017Q2: 49,955 shares; 2017Q3: 47,175 shares 47,175 $5.65M 1.01% -2,780 BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 125,840 shares; 2016Q4: 127,040 shares; 2017Q1: 103,094 shares; 2017Q2: 102,044 shares; 2017Q3: 102,544 shares 102,544 $5.57M 0.99% +500 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 122,310 shares; 2016Q4: 118,990 shares; 2017Q1: 117,433 shares; 2017Q2: 102,393 shares; 2017Q3: 51,393 shares 51,393 $5.07M 0.9% -51,000 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 67,220 shares; 2016Q4: 67,614 shares; 2017Q1: 66,814 shares; 2017Q2: 60,875 shares; 2017Q3: 56,875 shares 56,875 $4.66M 0.83% -4,000 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 36,932 shares; 2016Q4: 36,932 shares; 2017Q1: 36,972 shares; 2017Q2: 36,573 shares; 2017Q3: 36,273 shares 36,273 $4.56M 0.81% -300 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 30,940 shares; 2016Q4: 31,160 shares; 2017Q1: 31,160 shares; 2017Q2: 31,688 shares; 2017Q3: 31,217 shares 31,217 $4.45M 0.79% -471 Timeline BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 63,916 shares; 2016Q4: 74,978 shares; 2017Q1: 90,089 shares; 2017Q2: 80,176 shares; 2017Q3: 77,476 shares 77,476 $3.64M 0.65% -2,700 SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 4,300 shares; 2016Q4: 24,155 shares; 2017Q1: 74,590 shares; 2017Q2: 100,591 shares; 2017Q3: 108,516 shares 108,516 $3.63M 0.65% +7,925 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 500 shares; 2016Q4: 2,400 shares; 2017Q1: 33,450 shares; 2017Q2: 37,550 shares; 2017Q3: 39,150 shares 39,150 $3.25M 0.58% +1,600 PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 37,275 shares; 2016Q4: 35,275 shares; 2017Q1: 35,875 shares; 2017Q2: 34,375 shares; 2017Q3: 33,875 shares 33,875 $3.1M 0.55% -500 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 302,940 shares; 2016Q4: 291,311 shares; 2017Q1: 281,611 shares; 2017Q2: 191,081 shares; 2017Q3: 127,401 shares 127,401 $3.08M 0.55% -63,680 MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 42,860 shares; 2016Q4: 19,908 shares; 2017Q1: 19,508 shares; 2017Q2: 19,458 shares; 2017Q3: 19,258 shares 19,258 $3.02M 0.54% -200 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 24,875 shares; 2016Q4: 31,525 shares; 2017Q1: 35,990 shares; 2017Q2: 29,845 shares; 2017Q3: 14,715 shares 14,715 $2.88M 0.51% -15,130 Timeline XLF 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: 38,500 shares; 2017Q1: 107,675 shares; 2017Q2: 106,675 shares; 2017Q3: 108,575 shares 108,575 $2.81M 0.5% +1,900 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 92,084 shares; 2016Q4: 86,964 shares; 2017Q1: 87,566 shares; 2017Q2: 82,616 shares; 2017Q3: 75,716 shares 75,716 $2.7M 0.48% -6,900 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 4,360 shares; 2017Q2: 5,745 shares; 2017Q3: 7,130 shares 7,130 $2.55M 0.45% +1,385 Timeline XLE 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 30,713 shares; 2016Q4: 56,378 shares; 2017Q1: 68,288 shares; 2017Q2: 37,188 shares; 2017Q3: 35,138 shares 35,138 $2.41M 0.43% -2,050 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 8,754 shares; 2016Q4: 8,554 shares; 2017Q1: 8,554 shares; 2017Q2: 8,919 shares; 2017Q3: 9,575 shares 9,575 $2.41M 0.43% +656 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 31,400 shares; 2016Q4: 31,400 shares; 2017Q1: 31,400 shares; 2017Q2: 29,800 shares; 2017Q3: 29,800 shares 29,800 $2.33M 0.42% 0 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 34,158 shares; 2016Q4: 32,958 shares; 2017Q1: 32,958 shares; 2017Q2: 32,358 shares; 2017Q3: 32,358 shares 32,358 $1.96M 0.35% 0 PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 18,430 shares; 2016Q4: 18,430 shares; 2017Q1: 18,380 shares; 2017Q2: 18,380 shares; 2017Q3: 16,779 shares 16,779 $1.87M 0.33% -1,601 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 42,389 shares; 2016Q4: 41,813 shares; 2017Q1: 39,039 shares; 2017Q2: 38,539 shares; 2017Q3: 36,939 shares 36,939 $1.81M 0.32% -1,600 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 15,625 shares; 2016Q4: 15,625 shares; 2017Q1: 15,625 shares; 2017Q2: 15,625 shares; 2017Q3: 15,625 shares 15,625 $1.67M 0.3% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 14,458 shares; 2016Q4: 14,458 shares; 2017Q1: 14,258 shares; 2017Q2: 14,258 shares; 2017Q3: 13,824 shares 13,824 $1.51M 0.27% -434 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 8,830 shares; 2016Q4: 8,718 shares; 2017Q1: 8,718 shares; 2017Q2: 8,718 shares; 2017Q3: 8,818 shares 8,818 $1.44M 0.26% +100 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 9,215 shares; 2016Q4: 9,215 shares; 2017Q1: 9,215 shares; 2017Q2: 9,300 shares; 2017Q3: 9,300 shares 9,300 $1.25M 0.22% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 25,100 shares; 2016Q4: 26,500 shares; 2017Q1: 23,200 shares; 2017Q2: 21,700 shares; 2017Q3: 16,000 shares 16,000 $1.18M 0.21% -5,700 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 47,608 shares; 2016Q4: 47,608 shares; 2017Q1: 47,864 shares; 2017Q2: 47,864 shares; 2017Q3: 47,864 shares 47,864 $979K 0.17% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 10,500 shares; 2016Q4: 10,500 shares; 2017Q1: 10,500 shares; 2017Q2: 10,500 shares; 2017Q3: 10,500 shares 10,500 $898K 0.16% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 13,308 shares; 2017Q2: 14,512 shares; 2017Q3: 12,283 shares 12,283 $828K 0.15% -2,229 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 6,104 shares; 2016Q4: 5,848 shares; 2017Q1: 6,148 shares; 2017Q2: 5,948 shares; 2017Q3: 5,600 shares 5,600 $812K 0.14% -348 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 6,362 shares; 2016Q4: 6,362 shares; 2017Q1: 6,762 shares; 2017Q2: 6,862 shares; 2017Q3: 6,862 shares 6,862 $806K 0.14% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 21,900 shares; 2016Q4: 19,900 shares; 2017Q1: 19,500 shares; 2017Q2: 16,100 shares; 2017Q3: 16,100 shares 16,100 $806K 0.14% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 3,933 shares; 2016Q4: 4,998 shares; 2017Q1: 4,998 shares; 2017Q2: 4,898 shares; 2017Q3: 4,979 shares 4,979 $767K 0.14% +81 Timeline Dormakaba Holding AG Dormakaba Holding AG More: the full row for Dormakaba Holding AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 750 shares; 2017Q3: 750 shares 750 $765K 0.14% 0 T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 27,675 shares; 2016Q4: 20,975 shares; 2017Q1: 21,775 shares; 2017Q2: 20,610 shares; 2017Q3: 19,410 shares 19,410 $760K 0.14% -1,200 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 5,797 shares; 2016Q4: 5,400 shares; 2017Q1: 4,900 shares; 2017Q2: 4,900 shares; 2017Q3: 4,900 shares 4,900 $695K 0.12% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 8,100 shares; 2016Q4: 6,300 shares; 2017Q1: 6,300 shares; 2017Q2: 6,200 shares; 2017Q3: 6,000 shares 6,000 $656K 0.12% -200 Timeline EXPRESS SCRIPTS INC EXPRESS SCRIPTS INC More: the full row for EXPRESS SCRIPTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 17,586 shares; 2016Q4: 15,986 shares; 2017Q1: 15,986 shares; 2017Q2: 11,096 shares; 2017Q3: 9,796 shares 9,796 $620K 0.11% -1,300 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 64,500 shares; 2016Q4: 57,505 shares; 2017Q1: 7,600 shares; 2017Q2: 7,600 shares; 2017Q3: 7,600 shares 7,600 $618K 0.11% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 6,450 shares; 2016Q4: 6,450 shares; 2017Q1: 6,450 shares; 2017Q2: 6,450 shares; 2017Q3: 6,200 shares 6,200 $593K 0.11% -250 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 7,550 shares; 2016Q4: 7,750 shares; 2017Q1: 7,550 shares; 2017Q2: 7,350 shares; 2017Q3: 7,350 shares 7,350 $574K 0.1% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 9,825 shares; 2016Q4: 6,825 shares; 2017Q1: 6,825 shares; 2017Q2: 6,325 shares; 2017Q3: 6,325 shares 6,325 $548K 0.1% 0 Timeline CIGNA CORPORATION CIGNA CORPORATION More: the full row for CIGNA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 25,520 shares; 2016Q4: 27,820 shares; 2017Q1: 29,845 shares; 2017Q2: 4,590 shares; 2017Q3: 2,650 shares 2,650 $495K 0.09% -1,940 ABB LTD. ABB LTD. More: the full row for ABB LTD. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 20,000 shares; 2017Q3: 20,000 shares 20,000 $495K 0.09% 0 SCHWAB 1000 INDEX SCHWAB 1000 INDEX More: the full row for SCHWAB 1000 INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 7,971 shares; 2016Q4: 7,971 shares; 2017Q1: 7,971 shares; 2017Q2: 7,971 shares; 2017Q3: 7,971 shares 7,971 $488K 0.09% 0 INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 17,346 shares; 2016Q4: 11,300 shares; 2017Q1: 11,800 shares; 2017Q2: 11,800 shares; 2017Q3: 11,800 shares 11,800 $449K 0.08% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 7,000 shares; 2016Q4: 7,000 shares; 2017Q1: 7,000 shares; 2017Q2: 7,000 shares; 2017Q3: 7,000 shares 7,000 $440K 0.08% 0 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 5,161 shares; 2016Q4: 5,161 shares; 2017Q1: 4,961 shares; 2017Q2: 4,961 shares; 2017Q3: 5,561 shares 5,561 $428K 0.08% +600 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,262 shares; 2016Q4: 1,606 shares; 2017Q1: 1,606 shares; 2017Q2: 1,606 shares; 2017Q3: 1,606 shares 1,606 $406K 0.07% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 5,500 shares; 2016Q4: 5,500 shares; 2017Q1: 5,500 shares; 2017Q2: 5,500 shares; 2017Q3: 5,500 shares 5,500 $384K 0.07% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: 1,870 shares; 2017Q1: 11,630 shares; 2017Q2: 13,115 shares; 2017Q3: 13,965 shares 13,965 $376K 0.07% +850 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 2,222 shares; 2016Q4: 2,222 shares; 2017Q1: 2,100 shares; 2017Q2: 2,100 shares; 2017Q3: 2,000 shares 2,000 $358K 0.06% -100 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 4,457 shares; 2016Q4: 4,457 shares; 2017Q1: 4,457 shares; 2017Q2: 4,457 shares; 2017Q3: 4,457 shares 4,457 $356K 0.06% 0 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 2,589 shares; 2016Q4: 2,589 shares; 2017Q1: 2,589 shares; 2017Q2: 2,589 shares; 2017Q3: 2,589 shares 2,589 $342K 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 7,508 shares; 2016Q4: 7,108 shares; 2017Q1: 5,656 shares; 2017Q2: 5,256 shares; 2017Q3: 5,256 shares 5,256 $335K 0.06% 0 Timeline Duke Energy Duke Energy More: the full row for Duke Energy Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 5,233 shares; 2016Q4: 5,499 shares; 2017Q1: 3,717 shares; 2017Q2: 3,717 shares; 2017Q3: 3,900 shares 3,900 $327K 0.06% +183 SCANA CORP NEW SCANA CORP NEW More: the full row for SCANA CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 6,462 shares; 2016Q4: 6,000 shares; 2017Q1: 6,700 shares; 2017Q2: 6,700 shares; 2017Q3: 6,700 shares 6,700 $325K 0.06% 0 ZURICH INSURANCE GROUP AG ZURICH INSURANCE GROUP AG More: the full row for ZURICH INSURANCE GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares 1,000 $305K 0.05% 0 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 2,060 shares; 2016Q4: 2,060 shares; 2017Q1: 2,060 shares; 2017Q2: 2,060 shares; 2017Q3: 2,060 shares 2,060 $302K 0.05% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,232 shares; 2016Q4: 3,032 shares; 2017Q1: 3,032 shares; 2017Q2: 2,832 shares; 2017Q3: 3,132 shares 3,132 $299K 0.05% +300 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,500 shares; 2016Q4: 1,500 shares; 2017Q1: 1,500 shares; 2017Q2: 1,500 shares; 2017Q3: 1,500 shares 1,500 $284K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 4,932 shares; 2016Q4: 4,932 shares; 2017Q1: 4,932 shares; 2017Q2: 4,932 shares; 2017Q3: 4,932 shares 4,932 $268K 0.05% 0 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 9,127 shares; 2016Q4: 9,127 shares; 2017Q1: 9,127 shares; 2017Q2: 9,127 shares; 2017Q3: 9,127 shares 9,127 $246K 0.04% 0 Timeline LAFARGEHOLCIM LTD LAFARGEHOLCIM LTD More: the full row for LAFARGEHOLCIM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 4,200 shares; 2017Q3: 4,200 shares 4,200 $246K 0.04% 0 SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 6,355 shares; 2017Q2: 6,355 shares; 2017Q3: 5,105 shares 5,105 $210K 0.04% -1,250 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 5,100 shares; 2016Q4: 2,600 shares; 2017Q1: 2,600 shares; 2017Q2: 2,600 shares; 2017Q3: 2,300 shares 2,300 $208K 0.04% -300 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 19,650 shares; 2016Q4: 14,250 shares; 2017Q1: 14,250 shares; 2017Q2: 9,500 shares; 2017Q3: 5,000 shares 5,000 $206K 0.04% -4,500 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,000 shares; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares 1,000 $206K 0.04% 0 Timeline GlaxoSmithKline PLC GlaxoSmithKline PLC More: the full row for GlaxoSmithKline PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 10,000 shares; 2017Q3: 10,000 shares 10,000 $199K 0.04% 0 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 3,752 shares; 2016Q4: 3,752 shares; 2017Q1: 3,752 shares; 2017Q2: 2,670 shares; 2017Q3: 2,670 shares 2,670 $195K 0.03% 0 Timeline ETFS Gold Trust ETFS Gold Trust More: the full row for ETFS Gold Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,300 shares; 2016Q4: 1,500 shares; 2017Q1: 1,500 shares; 2017Q2: 1,500 shares; 2017Q3: 1,500 shares 1,500 $186K 0.03% 0 RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,306 shares 2,306 $178K 0.03% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 6,602 shares; 2016Q4: 6,602 shares; 2017Q1: 8,602 shares; 2017Q2: 7,602 shares; 2017Q3: 6,601 shares 6,601 $167K 0.03% -1,001 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 2,403 shares; 2016Q4: 2,403 shares; 2017Q1: 2,403 shares; 2017Q2: 2,403 shares; 2017Q3: 2,403 shares 2,403 $145K 0.03% 0 Timeline BAYRY BAYER AG-SPONSORED ADR More: the full row for BAYER AG-SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,000 shares; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 4,000 shares 4,000 $137K 0.02% +3,000 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 5,771 shares; 2016Q4: 2,985 shares; 2017Q1: 3,985 shares; 2017Q2: 4,085 shares; 2017Q3: 2,685 shares 2,685 $133K 0.02% -1,400 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 2,314 shares; 2016Q4: 2,314 shares; 2017Q1: 2,314 shares; 2017Q2: 2,398 shares; 2017Q3: 2,314 shares 2,314 $131K 0.02% -84 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 475 shares; 2017Q2: 475 shares; 2017Q3: 475 shares 475 $121K 0.02% 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 3,000 shares; 2016Q4: 3,000 shares; 2017Q1: 3,000 shares; 2017Q2: 3,000 shares; 2017Q3: 3,000 shares 3,000 $121K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: 290 shares; 2017Q1: 1,140 shares; 2017Q2: 1,140 shares; 2017Q3: 1,140 shares 1,140 $120K 0.02% 0 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,500 shares; 2016Q4: 1,500 shares; 2017Q1: 1,500 shares; 2017Q2: 1,500 shares; 2017Q3: 1,500 shares 1,500 $110K 0.02% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 3,100 shares; 2016Q4: 3,100 shares; 2017Q1: 3,158 shares; 2017Q2: 3,100 shares; 2017Q3: 3,100 shares 3,100 $105K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 6,100 shares; 2016Q4: 1,900 shares; 2017Q1: 1,900 shares; 2017Q2: 1,400 shares; 2017Q3: 700 shares 700 $104K 0.02% -700 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,570 shares; 2016Q4: 1,570 shares; 2017Q1: 1,570 shares; 2017Q2: 1,570 shares; 2017Q3: 1,570 shares 1,570 $101K 0.02% 0 PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 8,600 shares; 2016Q4: 8,600 shares; 2017Q1: 8,600 shares; 2017Q2: 8,600 shares; 2017Q3: 8,600 shares 8,600 $90K 0.02% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,300 shares; 2016Q4: 1,300 shares; 2017Q1: 1,200 shares; 2017Q2: 1,200 shares; 2017Q3: 1,200 shares 1,200 $79K 0.01% 0 Timeline SUNTRUST BANKS INC SUNTRUST BANKS INC More: the full row for SUNTRUST BANKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,700 shares; 2016Q4: 1,700 shares; 2017Q1: 1,700 shares; 2017Q2: 1,700 shares; 2017Q3: 1,300 shares 1,300 $78K 0.01% -400 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 2,500 shares; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares 1,000 $77K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,382 shares; 2016Q4: 1,382 shares; 2017Q1: 1,382 shares; 2017Q2: 1,382 shares; 2017Q3: 1,382 shares 1,382 $76K 0.01% 0 Timeline RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 400 shares; 2017Q3: 400 shares 400 $75K 0.01% 0 GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 76 shares; 2016Q4: 76 shares; 2017Q1: 76 shares; 2017Q2: 76 shares; 2017Q3: 76 shares 76 $73K 0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,000 shares; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares 1,000 $73K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 500 shares 500 $68K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 1,986 shares; 2017Q2: 1,494 shares; 2017Q3: 1,494 shares 1,494 $63K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: 1,500 shares; 2017Q1: 1,500 shares; 2017Q2: 1,500 shares; 2017Q3: 1,500 shares 1,500 $60K 0.01% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 200 shares; 2016Q4: 445 shares; 2017Q1: 245 shares; 2017Q2: 245 shares; 2017Q3: 342 shares 342 $58K 0.01% +97 Timeline AMERICAN FINANCE TRUST INC AMERICAN FINANCE TRUST INC More: the full row for AMERICAN FINANCE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,272 shares 2,272 $53K 0.01% new NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 856 shares; 2016Q4: 856 shares; 2017Q1: 856 shares; 2017Q2: 856 shares; 2017Q3: 856 shares 856 $51K 0.01% 0 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 1,550 shares; 2017Q2: 1,550 shares; 2017Q3: 850 shares 850 $48K 0.01% -700 Timeline STATE BANK FINL CORP COM STATE BANK FINL CORP COM More: the full row for STATE BANK FINL CORP COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,643 shares; 2016Q4: 1,643 shares; 2017Q1: 1,643 shares; 2017Q2: 1,643 shares; 2017Q3: 1,643 shares 1,643 $47K 0.01% 0 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 462 shares; 2016Q4: not reported; 2017Q1: 400 shares; 2017Q2: 400 shares; 2017Q3: 400 shares 400 $43K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 500 shares; 2016Q4: 500 shares; 2017Q1: 500 shares; 2017Q2: 500 shares; 2017Q3: 500 shares 500 $43K 0.01% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 400 shares; 2016Q4: 400 shares; 2017Q1: 400 shares; 2017Q2: 400 shares; 2017Q3: 400 shares 400 $42K 0.01% 0 Timeline XEROX CORP XEROX CORP More: the full row for XEROX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 5,000 shares; 2016Q4: 5,000 shares; 2017Q1: 5,000 shares; 2017Q2: 1,250 shares; 2017Q3: 1,250 shares 1,250 $42K 0.01% 0 HEALTHCARE TRUST INC HEALTHCARE TRUST INC More: the full row for HEALTHCARE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,889 shares 1,889 $41K 0.01% new 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,000 shares 2,000 $38K 0.01% new Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 692 shares; 2016Q4: 692 shares; 2017Q1: 692 shares; 2017Q2: 692 shares; 2017Q3: 692 shares 692 $38K 0.01% 0 Georgia Pwr Co. 6.50 Class A Georgia Pwr Co. 6.50 Class A More: the full row for Georgia Pwr Co. 6.50 Class A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 300 shares; 2017Q3: 300 shares 300 $30K 0.01% 0 GOLDMAN SACHS GROUP IN DEP … GOLDMAN SACHS GROUP IN DEP 1/1000… More: the full row for GOLDMAN SACHS GROUP IN DEP 1/1000 SER N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares 1,000 $28K <0.01% 0 EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,000 shares; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares 1,000 $26K <0.01% 0 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; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 20 shares; 2017Q2: 20 shares; 2017Q3: 20 shares 20 $26K <0.01% 0 APOLLO INVESTMENT CORP APOLLO INVESTMENT CORP More: the full row for APOLLO INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 1,000 shares; 2016Q4: not reported; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares 1,000 $26K <0.01% 0 ARTW ARTS WAY MFG INC More: the full row for ARTS WAY MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 10,000 shares; 2016Q4: 10,000 shares; 2017Q1: 10,000 shares; 2017Q2: 10,000 shares; 2017Q3: 10,000 shares 10,000 $23K <0.01% 0 Timeline EDEN ENERGY LTD ORD EDEN ENERGY LTD ORD More: the full row for EDEN ENERGY LTD ORD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 140,000 shares; 2016Q4: 140,000 shares; 2017Q1: 140,000 shares; 2017Q2: 140,000 shares; 2017Q3: 170,000 shares 170,000 $23K <0.01% +30,000 NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 51 shares; 2016Q4: 51 shares; 2017Q1: 51 shares; 2017Q2: 51 shares; 2017Q3: 51 shares 51 $22K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 262 shares; 2016Q4: 262 shares; 2017Q1: 262 shares; 2017Q2: 262 shares; 2017Q3: 261 shares 261 $21K <0.01% -1 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 2,500 shares; 2016Q4: 2,500 shares; 2017Q1: 2,500 shares; 2017Q2: 2,200 shares; 2017Q3: 1,000 shares 1,000 $21K <0.01% -1,200 PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 134 shares; 2016Q4: 134 shares; 2017Q1: 134 shares; 2017Q2: 134 shares; 2017Q3: 134 shares 134 $19K <0.01% 0 02918L100 02918L100 More: the full row for 02918L100 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 872 shares 872 $19K <0.01% new ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: 100 shares; 2017Q2: 100 shares; 2017Q3: 100 shares 100 $18K <0.01% 0 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares 1,000 $16K <0.01% 0 Timeline JPMORGAN CHASE & CO JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 600 shares; 2016Q4: not reported; 2017Q1: 600 shares; 2017Q2: 600 shares; 2017Q3: 600 shares 600 $16K <0.01% 0 OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 2,000 shares; 2016Q4: 2,000 shares; 2017Q1: 2,000 shares; 2017Q2: 2,000 shares; 2017Q3: 2,000 shares 2,000 $14K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 129 shares; 2016Q4: 129 shares; 2017Q1: 129 shares; 2017Q2: 129 shares; 2017Q3: 129 shares 129 $14K <0.01% 0 Timeline TANZANIAN ROYALTY EXPLORATI… TANZANIAN ROYALTY EXPLORATION COR… More: the full row for TANZANIAN ROYALTY EXPLORATION CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 30,000 shares; 2016Q4: 30,000 shares; 2017Q1: 30,000 shares; 2017Q2: 30,000 shares; 2017Q3: 30,000 shares 30,000 $10K <0.01% 0 CHICOS FAS INC CHICOS FAS INC More: the full row for CHICOS FAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 900 shares; 2016Q4: 900 shares; 2017Q1: 900 shares; 2017Q2: 900 shares; 2017Q3: 900 shares 900 $8K <0.01% 0 ARDEA RESOURCES ARDEA RESOURCES More: the full row for ARDEA RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 10,000 shares 10,000 $7K <0.01% new GLENCORE PLC SHS GLENCORE PLC SHS More: the full row for GLENCORE PLC SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,000 shares 1,000 $5K <0.01% new PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 67 shares; 2017Q3: 67 shares 67 $4K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: 50 shares; 2016Q4: 50 shares; 2017Q1: 50 shares; 2017Q2: 50 shares; 2017Q3: 50 shares 50 $4K <0.01% 0 Timeline BRITANNIA MNG INC BRITANNIA MNG INC More: the full row for BRITANNIA MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: not reported; 2016Q4: 120,000 shares; 2017Q1: 120,000 shares; 2017Q2: 120,000 shares; 2017Q3: 120,000 shares 120,000 $0 0% 0 Value filed as zero, left out of ratios.