NFLT 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 5,807,624 shares; 2017Q3: 5,418,209 shares; 2017Q4: 4,953,218 shares; 2018Q1: 4,678,786 shares 4,678,786 $116M 8.93% -274,432 Timeline HYLS 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,907,256 shares; 2017Q3: 1,990,640 shares; 2017Q4: 2,079,078 shares; 2018Q1: 2,128,913 shares 2,128,913 $101M 7.81% +49,835 Timeline VSHY 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 4,400,114 shares; 2017Q3: 4,074,512 shares; 2017Q4: 3,886,859 shares; 2018Q1: 2,983,283 shares 2,983,283 $73.6M 5.67% -903,576 Timeline ADVISORSHARES TR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,857,652 shares; 2017Q3: 1,746,881 shares; 2017Q4: 1,532,946 shares; 2018Q1: 1,301,998 shares 1,301,998 $62.6M 4.82% -230,948 DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 317,055 shares; 2017Q3: 239,120 shares; 2017Q4: 243,771 shares; 2018Q1: 227,755 shares 227,755 $55M 4.24% -16,016 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,190,678 shares; 2017Q3: 1,338,345 shares; 2017Q4: 1,461,539 shares; 2018Q1: 1,390,716 shares 1,390,716 $38.3M 2.95% -70,823 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 243,570 shares; 2017Q3: 159,384 shares; 2017Q4: 155,755 shares; 2018Q1: 128,231 shares 128,231 $33.7M 2.6% -27,524 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 421,834 shares; 2017Q3: 387,939 shares; 2017Q4: 406,540 shares; 2018Q1: 501,162 shares 501,162 $30.3M 2.33% +94,622 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,349,015 shares; 2017Q3: 1,851,118 shares; 2017Q4: 1,642,257 shares; 2018Q1: 1,491,699 shares 1,491,699 $29M 2.24% -150,558 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 222,889 shares; 2017Q3: 164,788 shares; 2017Q4: 127,332 shares; 2018Q1: 103,855 shares 103,855 $27.6M 2.12% -23,477 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 653,093 shares; 2017Q3: not reported; 2017Q4: 579,260 shares; 2018Q1: 525,599 shares 525,599 $25.1M 1.94% -53,661 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 229,434 shares; 2017Q3: 226,076 shares; 2017Q4: 232,041 shares; 2018Q1: 240,265 shares 240,265 $22.9M 1.76% +8,224 Timeline 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 706,711 shares; 2017Q3: 653,060 shares; 2017Q4: 695,302 shares; 2018Q1: 640,460 shares 640,460 $22.8M 1.76% -54,842 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 242,005 shares; 2017Q3: 419,404 shares; 2017Q4: 364,932 shares; 2018Q1: 326,327 shares 326,327 $21.4M 1.65% -38,605 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 174,273 shares; 2017Q3: 168,987 shares; 2017Q4: 152,301 shares; 2018Q1: 195,762 shares 195,762 $19.8M 1.53% +43,461 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 112,154 shares; 2017Q3: 202,274 shares; 2017Q4: 178,671 shares; 2018Q1: 160,144 shares 160,144 $18.3M 1.41% -18,527 Timeline TBX PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 620,875 shares 620,875 $17.9M 1.38% new Timeline SRLN 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 582,946 shares; 2017Q3: 528,406 shares; 2017Q4: 393,081 shares; 2018Q1: 373,008 shares 373,008 $17.7M 1.36% -20,073 Timeline RDVY 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 468,423 shares; 2017Q4: 427,226 shares; 2018Q1: 578,836 shares 578,836 $17.2M 1.32% +151,610 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 803,936 shares; 2017Q3: 730,699 shares; 2017Q4: 639,410 shares; 2018Q1: 603,425 shares 603,425 $16.8M 1.29% -35,985 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 85 shares; 2017Q3: 313,051 shares; 2017Q4: 452,124 shares; 2018Q1: 413,566 shares 413,566 $16.8M 1.29% -38,558 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 200,589 shares; 2017Q3: 427,401 shares; 2017Q4: 485,781 shares; 2018Q1: 732,970 shares 732,970 $16.1M 1.24% +247,189 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 35,133 shares; 2017Q3: 30,385 shares; 2017Q4: 161,379 shares; 2018Q1: 141,814 shares 141,814 $16M 1.23% -19,565 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 442,448 shares; 2017Q3: 414,531 shares; 2017Q4: 250,090 shares; 2018Q1: 331,067 shares 331,067 $15.6M 1.2% +80,977 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 168,834 shares; 2017Q3: 146,449 shares; 2017Q4: 315,064 shares; 2018Q1: 318,711 shares 318,711 $15.3M 1.18% +3,647 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 6,739 shares; 2017Q4: 49,796 shares; 2018Q1: 84,353 shares 84,353 $12.9M 1% +34,557 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 240,422 shares 240,422 $12.4M 0.95% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 285,624 shares; 2017Q3: 265,705 shares; 2017Q4: 241,164 shares; 2018Q1: 219,413 shares 219,413 $11.9M 0.92% -21,751 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 429,099 shares; 2017Q4: 394,298 shares; 2018Q1: 363,431 shares 363,431 $10.9M 0.84% -30,867 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 75,088 shares; 2017Q3: 115,606 shares; 2017Q4: 106,973 shares; 2018Q1: 99,089 shares 99,089 $10.9M 0.84% -7,884 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 205,028 shares; 2017Q3: 193,021 shares; 2017Q4: 174,216 shares; 2018Q1: 141,039 shares 141,039 $10.1M 0.78% -33,177 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 183,093 shares; 2017Q3: 166,607 shares; 2017Q4: 143,721 shares; 2018Q1: 104,780 shares 104,780 $9.92M 0.76% -38,941 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 80,234 shares; 2017Q3: 81,103 shares; 2017Q4: 162,542 shares; 2018Q1: 170,989 shares 170,989 $9.8M 0.76% +8,447 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 369,232 shares; 2017Q3: 372,257 shares; 2017Q4: 257,932 shares; 2018Q1: 257,931 shares 257,931 $9.69M 0.75% -1 Timeline ETFIS SER TR I 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 631,887 shares; 2017Q3: 544,044 shares; 2017Q4: 446,942 shares; 2018Q1: 389,456 shares 389,456 $9.63M 0.74% -57,486 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 260,947 shares; 2017Q3: 137,792 shares; 2017Q4: 53,377 shares; 2018Q1: 57,320 shares 57,320 $9.18M 0.71% +3,943 MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 124,671 shares 124,671 $9.12M 0.7% new Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,359,176 shares; 2017Q3: 1,207,074 shares; 2017Q4: 836,713 shares; 2018Q1: 761,825 shares 761,825 $9.06M 0.7% -74,888 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 192,013 shares; 2017Q3: 166,007 shares; 2017Q4: 139,079 shares; 2018Q1: 137,534 shares 137,534 $8.66M 0.67% -1,545 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 138,826 shares; 2017Q3: 134,369 shares; 2017Q4: 166,959 shares; 2018Q1: 132,293 shares 132,293 $8.65M 0.67% -34,666 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 173,991 shares; 2017Q3: 163,977 shares; 2017Q4: 150,086 shares; 2018Q1: 137,113 shares 137,113 $8.54M 0.66% -12,973 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 193,025 shares; 2017Q3: 182,205 shares; 2017Q4: 184,071 shares; 2018Q1: 168,939 shares 168,939 $8.17M 0.63% -15,132 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 15,987 shares; 2017Q3: 15,195 shares; 2017Q4: 14,477 shares; 2018Q1: 87,924 shares 87,924 $8.11M 0.63% +73,447 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,639,637 shares; 2017Q3: 1,547,473 shares; 2017Q4: 384,173 shares; 2018Q1: 349,151 shares 349,151 $8.08M 0.62% -35,022 XLV 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 463,451 shares; 2017Q3: 303,483 shares; 2017Q4: 96,043 shares; 2018Q1: 88,928 shares 88,928 $7.24M 0.56% -7,115 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 114,344 shares; 2017Q3: 112,496 shares; 2017Q4: 68,969 shares; 2018Q1: 65,055 shares 65,055 $7.15M 0.55% -3,914 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 142,257 shares; 2017Q3: 126,037 shares; 2017Q4: 96,245 shares; 2018Q1: 86,618 shares 86,618 $7.15M 0.55% -9,627 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 240,292 shares; 2017Q3: 207,018 shares; 2017Q4: 168,824 shares; 2018Q1: 149,131 shares 149,131 $6.98M 0.54% -19,693 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 2,646 shares; 2017Q3: 2,427 shares; 2017Q4: 2,172 shares; 2018Q1: 128,680 shares 128,680 $6.97M 0.54% +126,508 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 122 shares; 2017Q3: not reported; 2017Q4: 90,117 shares; 2018Q1: 81,651 shares 81,651 $6.21M 0.48% -8,466 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 55,976 shares; 2018Q1: 53,647 shares 53,647 $6.12M 0.47% -2,329 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,462,243 shares; 2017Q3: 1,315,572 shares; 2017Q4: 1,172,494 shares; 2018Q1: 537,117 shares 537,117 $5.6M 0.43% -635,377 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 863,165 shares; 2017Q3: 807,605 shares; 2017Q4: 733,665 shares; 2018Q1: 330,215 shares 330,215 $5.43M 0.42% -403,450 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 192,740 shares; 2017Q3: 209 shares; 2017Q4: 121 shares; 2018Q1: 152,277 shares 152,277 $5.4M 0.42% +152,156 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 97,056 shares; 2017Q3: 83,735 shares; 2017Q4: 70,309 shares; 2018Q1: 67,881 shares 67,881 $5.09M 0.39% -2,428 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 62,004 shares; 2017Q3: 53,694 shares; 2017Q4: 45,397 shares; 2018Q1: 44,173 shares 44,173 $4.99M 0.38% -1,224 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 191 shares; 2017Q3: not reported; 2017Q4: 224,498 shares; 2018Q1: 99,364 shares 99,364 $4.93M 0.38% -125,134 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 375,914 shares; 2017Q3: 341,399 shares; 2017Q4: 272,951 shares; 2018Q1: 243,382 shares 243,382 $4.68M 0.36% -29,569 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 163,535 shares; 2017Q3: 141,476 shares; 2017Q4: 118,242 shares; 2018Q1: 174,544 shares 174,544 $4.25M 0.33% +56,302 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 70,565 shares; 2017Q3: 67,346 shares; 2017Q4: 57,067 shares; 2018Q1: 57,595 shares 57,595 $3.98M 0.31% +528 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 56,294 shares; 2017Q3: 49,158 shares; 2017Q4: 38,944 shares; 2018Q1: 36,928 shares 36,928 $3.96M 0.31% -2,016 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 90,675 shares; 2017Q3: 80,397 shares; 2017Q4: 61,448 shares; 2018Q1: 55,498 shares 55,498 $3.87M 0.3% -5,950 Timeline Invesco S&P 500 Pure Growth Invesco S&P 500 Pure Growth More: the full row for Invesco S&P 500 Pure Growth Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 133,839 shares; 2017Q3: 127,605 shares; 2017Q4: 38,452 shares; 2018Q1: 35,216 shares 35,216 $3.87M 0.3% -3,236 IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 26,578 shares; 2017Q3: 25,312 shares; 2017Q4: 21,263 shares; 2018Q1: 21,182 shares 21,182 $3.8M 0.29% -81 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 180,092 shares; 2018Q1: 189,205 shares 189,205 $3.69M 0.28% +9,113 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 168,922 shares; 2017Q3: 160,707 shares; 2017Q4: 135,571 shares; 2018Q1: 136,401 shares 136,401 $3.67M 0.28% +830 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 12,133 shares; 2017Q3: 12,643 shares; 2017Q4: 10,738 shares; 2018Q1: 10,456 shares 10,456 $3.57M 0.28% -282 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 98,251 shares; 2018Q1: 22,551 shares 22,551 $3.48M 0.27% -75,700 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 2,030,837 shares; 2017Q3: 1,900,162 shares; 2017Q4: 664,816 shares; 2018Q1: 390,393 shares 390,393 $3.31M 0.26% -274,423 ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 325,229 shares; 2017Q3: 280,744 shares; 2017Q4: 236,087 shares; 2018Q1: 248,239 shares 248,239 $3.16M 0.24% +12,152 HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 155,721 shares; 2017Q3: 99,865 shares; 2017Q4: 39,350 shares; 2018Q1: 36,862 shares 36,862 $3.16M 0.24% -2,488 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 20,927 shares; 2017Q3: 20,023 shares; 2017Q4: 17,014 shares; 2018Q1: 17,159 shares 17,159 $3.13M 0.24% +145 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 95,606 shares; 2017Q3: 83,080 shares; 2017Q4: 69,660 shares; 2018Q1: 67,345 shares 67,345 $2.98M 0.23% -2,315 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 45,376 shares; 2017Q3: 43,392 shares; 2017Q4: 36,524 shares; 2018Q1: 38,447 shares 38,447 $2.96M 0.23% +1,923 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 365,745 shares; 2017Q3: 178,111 shares; 2017Q4: 139,906 shares; 2018Q1: 128,689 shares 128,689 $2.92M 0.23% -11,217 Timeline TOTL 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 86,701 shares; 2017Q3: 76,954 shares; 2017Q4: 58,806 shares; 2018Q1: 54,208 shares 54,208 $2.6M 0.2% -4,598 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 135 shares; 2017Q3: 75,458 shares; 2017Q4: 83,314 shares; 2018Q1: 59,135 shares 59,135 $2.54M 0.2% -24,179 Timeline XLP 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 76,847 shares; 2017Q3: 66,236 shares; 2017Q4: 54,669 shares; 2018Q1: 47,703 shares 47,703 $2.51M 0.19% -6,966 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 71,699 shares; 2017Q3: 62,052 shares; 2017Q4: 51,324 shares; 2018Q1: 44,745 shares 44,745 $2.49M 0.19% -6,579 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 100,061 shares; 2017Q3: 95,642 shares; 2017Q4: 81,267 shares; 2018Q1: 82,951 shares 82,951 $2.43M 0.19% +1,684 Timeline FV 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 136,584 shares; 2017Q3: 121,677 shares; 2017Q4: 93,670 shares; 2018Q1: 83,685 shares 83,685 $2.4M 0.19% -9,985 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 25,932 shares; 2017Q3: 23,149 shares; 2017Q4: 17,955 shares; 2018Q1: 16,205 shares 16,205 $2.38M 0.18% -1,750 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 101,382 shares; 2017Q3: 97,121 shares; 2017Q4: 91,093 shares; 2018Q1: 58,842 shares 58,842 $2.32M 0.18% -32,251 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 260,594 shares; 2017Q4: 499,861 shares; 2018Q1: 103,049 shares 103,049 $2.27M 0.17% -396,812 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 23,042 shares; 2017Q3: 20,476 shares; 2017Q4: 15,769 shares; 2018Q1: 14,117 shares 14,117 $2.18M 0.17% -1,652 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 118,608 shares 118,608 $2.08M 0.16% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 45,859 shares 45,859 $2.04M 0.16% new Timeline KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 2,833 shares; 2017Q3: 4,420 shares; 2017Q4: 4,238 shares; 2018Q1: 17,799 shares 17,799 $1.96M 0.15% +13,561 IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 66,295 shares; 2017Q4: 55,623 shares; 2018Q1: 55,850 shares 55,850 $1.9M 0.15% +227 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 152,094 shares; 2017Q4: 135,299 shares; 2018Q1: 35,737 shares 35,737 $1.88M 0.14% -99,562 Timeline POWERSHARES NASDAQ INTERNE POWERSHARES NASDAQ INTERNE More: the full row for POWERSHARES NASDAQ INTERNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 12,838 shares; 2017Q3: 12,797 shares; 2017Q4: 16,617 shares; 2018Q1: 14,691 shares 14,691 $1.88M 0.14% -1,926 SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 13,266 shares; 2017Q3: 13,726 shares; 2017Q4: 26 shares; 2018Q1: 17,988 shares 17,988 $1.88M 0.14% +17,962 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 40,270 shares; 2017Q3: 40,224 shares; 2017Q4: 36,903 shares; 2018Q1: 34,831 shares 34,831 $1.82M 0.14% -2,072 Timeline Cyber Security ETF Cyber Security ETF More: the full row for Cyber Security ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 81,636 shares; 2017Q3: 72,862 shares; 2017Q4: 56,126 shares; 2018Q1: 49,870 shares 49,870 $1.71M 0.13% -6,256 FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 32,488 shares; 2017Q3: 25,566 shares; 2017Q4: 29,085 shares; 2018Q1: 28,695 shares 28,695 $1.64M 0.13% -390 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 10,458 shares; 2017Q3: 10,320 shares; 2017Q4: 9,688 shares; 2018Q1: 7,481 shares 7,481 $1.61M 0.12% -2,207 IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 16,897 shares; 2017Q3: 14,547 shares; 2017Q4: 12,112 shares; 2018Q1: 8,397 shares 8,397 $1.57M 0.12% -3,715 Timeline Invesco Global Listed Priva… Invesco Global Listed Private Equ… More: the full row for Invesco Global Listed Private Equity ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 210,529 shares; 2017Q3: 186,883 shares; 2017Q4: 144,440 shares; 2018Q1: 130,697 shares 130,697 $1.57M 0.12% -13,743 AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 32,467 shares; 2017Q3: 15,061 shares; 2017Q4: 11,670 shares; 2018Q1: 9,376 shares 9,376 $1.57M 0.12% -2,294 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 123,689 shares 123,689 $1.57M 0.12% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 10,361 shares 10,361 $1.53M 0.12% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 8,027 shares; 2017Q3: 17,263 shares; 2017Q4: 15,241 shares; 2018Q1: 8,540 shares 8,540 $1.52M 0.12% -6,701 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 2,574 shares; 2017Q3: 2,451 shares; 2017Q4: 2,217 shares; 2018Q1: 4,490 shares 4,490 $1.52M 0.12% +2,273 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 37,660 shares; 2017Q3: 33,785 shares; 2017Q4: 26,152 shares; 2018Q1: 23,648 shares 23,648 $1.48M 0.11% -2,504 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 32,711 shares; 2018Q1: 65,381 shares 65,381 $1.46M 0.11% +32,670 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 74,871 shares; 2017Q3: 67,003 shares; 2017Q4: 52,035 shares; 2018Q1: 47,105 shares 47,105 $1.44M 0.11% -4,930 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 33,827 shares; 2017Q4: 28,492 shares; 2018Q1: 29,107 shares 29,107 $1.43M 0.11% +615 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 13,770 shares; 2017Q3: 13,131 shares; 2017Q4: 11,210 shares; 2018Q1: 11,482 shares 11,482 $1.38M 0.11% +272 Timeline DOWDUPONT INC DOWDUPONT INC More: the full row for DOWDUPONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 10,917 shares; 2018Q1: 20,852 shares 20,852 $1.33M 0.1% +9,935 WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 52,108 shares; 2017Q3: 46,888 shares; 2017Q4: 36,054 shares; 2018Q1: 33,120 shares 33,120 $1.31M 0.1% -2,934 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 26,197 shares; 2017Q3: 24,938 shares; 2017Q4: 21,126 shares; 2018Q1: 21,350 shares 21,350 $1.3M 0.1% +224 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 67,113 shares; 2017Q3: 60,004 shares; 2017Q4: 46,476 shares; 2018Q1: 42,032 shares 42,032 $1.29M 0.1% -4,444 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 22,835 shares; 2017Q3: 23,724 shares; 2017Q4: 20,062 shares; 2018Q1: 10,648 shares 10,648 $1.24M 0.1% -9,414 Timeline FXL 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 266 shares; 2017Q3: 266 shares; 2017Q4: 266 shares; 2018Q1: 22,232 shares 22,232 $1.22M 0.09% +21,966 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 28,141 shares; 2017Q3: 25,567 shares; 2017Q4: 21,864 shares; 2018Q1: 22,193 shares 22,193 $1.22M 0.09% +329 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 3,372 shares; 2017Q3: 7,319 shares; 2017Q4: 6,916 shares; 2018Q1: 5,497 shares 5,497 $1.21M 0.09% -1,419 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4,128 shares; 2018Q1: 4,792 shares 4,792 $1.21M 0.09% +664 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 526 shares; 2017Q4: 506 shares; 2018Q1: 3,355 shares 3,355 $1.17M 0.09% +2,849 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 14,773 shares; 2017Q3: 13,188 shares; 2017Q4: 10,222 shares; 2018Q1: 9,247 shares 9,247 $1.16M 0.09% -975 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 17,080 shares; 2017Q3: 16,700 shares; 2017Q4: 14,086 shares; 2018Q1: 14,716 shares 14,716 $1.15M 0.09% +630 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 23,914 shares; 2018Q1: 32,377 shares 32,377 $1.15M 0.09% +8,463 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 31,672 shares 31,672 $1.14M 0.09% new Timeline XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 15,738 shares 15,738 $1.14M 0.09% new BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 9,912 shares; 2017Q3: 6,461 shares; 2017Q4: 7,438 shares; 2018Q1: 6,161 shares 6,161 $1.13M 0.09% -1,277 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 16,340 shares; 2017Q3: 15,572 shares; 2017Q4: 13,147 shares; 2018Q1: 13,225 shares 13,225 $1.08M 0.08% +78 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 4,516 shares; 2017Q4: 6,668 shares; 2018Q1: 6,121 shares 6,121 $1.07M 0.08% -547 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 68,753 shares; 2017Q3: 53,741 shares; 2017Q4: 41,714 shares; 2018Q1: 25,914 shares 25,914 $1.06M 0.08% -15,800 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 11,671 shares; 2018Q1: 11,807 shares 11,807 $1.05M 0.08% +136 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 11,296 shares; 2017Q3: 6,013 shares; 2017Q4: 6,775 shares; 2018Q1: 6,384 shares 6,384 $1.03M 0.08% -391 Timeline INVESCO FINANCIAL PREFERRED… INVESCO FINANCIAL PREFERRED ETF More: the full row for INVESCO FINANCIAL PREFERRED ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 910,253 shares; 2017Q3: 83,616 shares; 2017Q4: 65,212 shares; 2018Q1: 55,381 shares 55,381 $1.03M 0.08% -9,831 POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 58,431 shares; 2017Q3: 61,246 shares; 2017Q4: 47,896 shares; 2018Q1: 39,905 shares 39,905 $1M 0.08% -7,991 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 44,358 shares; 2017Q3: 42,931 shares; 2017Q4: 36,992 shares; 2018Q1: 38,357 shares 38,357 $985K 0.08% +1,365 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 21,144 shares; 2017Q3: 17,813 shares; 2017Q4: 15,118 shares; 2018Q1: 10,561 shares 10,561 $964K 0.07% -4,557 Timeline SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 321,197 shares; 2017Q3: 238 shares; 2017Q4: 173 shares; 2018Q1: 16,261 shares 16,261 $952K 0.07% +16,088 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 19,605 shares 19,605 $949K 0.07% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 185,047 shares; 2017Q3: 6,734 shares; 2017Q4: 5,782 shares; 2018Q1: 18,186 shares 18,186 $947K 0.07% +12,404 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 6,896 shares; 2017Q3: 6,873 shares; 2017Q4: 6,493 shares; 2018Q1: 7,523 shares 7,523 $946K 0.07% +1,030 POWERSHARES GLOBAL ETF FD POWERSHARES GLOBAL ETF FD More: the full row for POWERSHARES GLOBAL ETF FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 68,490 shares; 2017Q3: 60,988 shares; 2017Q4: 47,499 shares; 2018Q1: 43,241 shares 43,241 $912K 0.07% -4,258 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 7,519 shares; 2017Q4: 7,088 shares; 2018Q1: 7,605 shares 7,605 $910K 0.07% +517 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 126,725 shares; 2017Q3: 135,163 shares; 2017Q4: 3,497 shares; 2018Q1: 15,055 shares 15,055 $834K 0.06% +11,558 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 9,813 shares; 2017Q3: 9,379 shares; 2017Q4: 7,999 shares; 2018Q1: 8,194 shares 8,194 $822K 0.06% +195 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 13,671 shares; 2017Q3: 12,301 shares; 2017Q4: 23,750 shares; 2018Q1: 7,998 shares 7,998 $803K 0.06% -15,752 Timeline SPDR SERIES TRUST BLOOMBERG… SPDR SERIES TRUST BLOOMBERG BR More: the full row for SPDR SERIES TRUST BLOOMBERG BR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 22,619 shares; 2017Q3: 22,368 shares; 2017Q4: 19,322 shares; 2018Q1: 22,140 shares 22,140 $794K 0.06% +2,818 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 333 shares; 2017Q3: 304 shares; 2017Q4: 322 shares; 2018Q1: 4,188 shares 4,188 $734K 0.06% +3,866 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 12,302 shares 12,302 $729K 0.06% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 2,084 shares; 2017Q4: 9,006 shares; 2018Q1: 3,856 shares 3,856 $721K 0.06% -5,150 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 5,337 shares; 2017Q4: 4,710 shares; 2018Q1: 3,360 shares 3,360 $665K 0.05% -1,350 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 13,522 shares; 2017Q3: 13,207 shares; 2017Q4: 11,383 shares; 2018Q1: 12,536 shares 12,536 $647K 0.05% +1,153 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 7,085 shares; 2017Q4: 9,050 shares; 2018Q1: 8,895 shares 8,895 $600K 0.05% -155 Timeline CIBR 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 23,791 shares 23,791 $596K 0.05% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,756 shares; 2017Q3: 5,080 shares; 2017Q4: 4,769 shares; 2018Q1: 3,827 shares 3,827 $594K 0.05% -942 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 22,065 shares; 2017Q3: 19,647 shares; 2017Q4: 15,295 shares; 2018Q1: 13,961 shares 13,961 $593K 0.05% -1,334 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 6,322 shares; 2018Q1: 12,492 shares 12,492 $588K 0.05% +6,170 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 8,434 shares; 2017Q3: 8,237 shares; 2017Q4: 6,849 shares; 2018Q1: 7,160 shares 7,160 $585K 0.05% +311 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 7,895 shares; 2017Q3: 5,306 shares; 2017Q4: 4,067 shares; 2018Q1: 2,598 shares 2,598 $556K 0.04% -1,469 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 6,696 shares; 2017Q3: 6,114 shares; 2017Q4: 5,418 shares; 2018Q1: 5,379 shares 5,379 $555K 0.04% -39 Timeline BLV 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 6,043 shares; 2017Q3: 5,913 shares; 2017Q4: 4,869 shares; 2018Q1: 5,956 shares 5,956 $541K 0.04% +1,087 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 47,650 shares; 2017Q4: 11,163 shares; 2018Q1: 10,659 shares 10,659 $540K 0.04% -504 VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 4,824 shares; 2017Q3: 4,363 shares; 2017Q4: 3,842 shares; 2018Q1: 3,494 shares 3,494 $496K 0.04% -348 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 224,027 shares; 2017Q3: 6,670 shares; 2017Q4: 6,397 shares; 2018Q1: 10,406 shares 10,406 $446K 0.03% +4,009 Timeline QABA 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 11,103 shares; 2018Q1: 8,246 shares 8,246 $437K 0.03% -2,857 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 79,056 shares; 2018Q1: 61,309 shares 61,309 $420K 0.03% -17,747 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 4,012 shares; 2017Q3: 3,903 shares; 2017Q4: 3,404 shares; 2018Q1: 3,068 shares 3,068 $415K 0.03% -336 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 4,624 shares; 2017Q3: 4,517 shares; 2017Q4: 17,778 shares; 2018Q1: 6,769 shares 6,769 $391K 0.03% -11,009 ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 6,489 shares; 2017Q3: 7,045 shares; 2017Q4: 6,115 shares; 2018Q1: 5,959 shares 5,959 $360K 0.03% -156 Timeline HARRIS CORP INC HARRIS CORP INC More: the full row for HARRIS CORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 2,295 shares; 2017Q4: 1,050 shares; 2018Q1: 2,177 shares 2,177 $351K 0.03% +1,127 NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 5,205 shares 5,205 $346K 0.03% new Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 124,827 shares; 2017Q3: 112,112 shares; 2017Q4: 8,728 shares; 2018Q1: 8,839 shares 8,839 $345K 0.03% +111 FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 7,187 shares 7,187 $340K 0.03% new Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 25,490 shares; 2017Q3: 20,723 shares; 2017Q4: 10,098 shares; 2018Q1: 6,470 shares 6,470 $340K 0.03% -3,628 Timeline HYD HYD More: the full row for HYD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 570,631 shares; 2017Q3: 12,413 shares; 2017Q4: 10,705 shares; 2018Q1: 10,758 shares 10,758 $333K 0.03% +53 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,413 shares; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 1,535 shares 1,535 $332K 0.03% new Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 2,518 shares 2,518 $305K 0.02% new MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 25,493 shares; 2017Q3: 24,877 shares; 2017Q4: 13,776 shares; 2018Q1: 12,589 shares 12,589 $290K 0.02% -1,187 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 7,129 shares; 2017Q3: 3,825 shares; 2017Q4: 3,413 shares; 2018Q1: 5,454 shares 5,454 $283K 0.02% +2,041 Timeline TELSTRA CORP LTD TELSTRA CORP LTD More: the full row for TELSTRA CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 658,152 shares; 2017Q3: 26,332 shares; 2017Q4: 22,481 shares; 2018Q1: 22,376 shares 22,376 $269K 0.02% -105 XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 4,544 shares; 2017Q3: 4,042 shares; 2017Q4: 3,617 shares; 2018Q1: 3,217 shares 3,217 $239K 0.02% -400 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 12,446 shares 12,446 $238K 0.02% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 2,750 shares; 2017Q3: 2,515 shares; 2017Q4: 2,242 shares; 2018Q1: 2,974 shares 2,974 $228K 0.02% +732 Timeline Guggenheim S&P 500 Equal We… Guggenheim S&P 500 Equal Weighted… More: the full row for Guggenheim S&P 500 Equal Weighted ETf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 25,741 shares; 2017Q3: 22,910 shares; 2017Q4: 19,495 shares; 2018Q1: 2,194 shares 2,194 $218K 0.02% -17,301 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 6,827 shares; 2017Q3: 6,926 shares; 2017Q4: 8,144 shares; 2018Q1: 3,010 shares 3,010 $206K 0.02% -5,134 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 9,149 shares; 2017Q3: 13,129 shares; 2017Q4: 12,125 shares; 2018Q1: 1,298 shares 1,298 $203K 0.02% -10,827 Timeline TWO HARBORS INVESTMENT CORP TWO HARBORS INVESTMENT CORP More: the full row for TWO HARBORS INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 19,346 shares; 2018Q1: 12,979 shares 12,979 $199K 0.02% -6,367 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 21,121 shares; 2017Q3: 18,787 shares; 2017Q4: 14,334 shares; 2018Q1: 14,075 shares 14,075 $190K 0.01% -259 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 9,029 shares; 2017Q3: 6,894 shares; 2017Q4: 5,991 shares; 2018Q1: 6,876 shares 6,876 $188K 0.01% +885 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 13,799 shares; 2017Q3: 6,127 shares; 2017Q4: 5,455 shares; 2018Q1: 4,985 shares 4,985 $181K 0.01% -470 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 3,594 shares; 2017Q3: 3,529 shares; 2017Q4: 3,091 shares; 2018Q1: 2,877 shares 2,877 $179K 0.01% -214 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 2,505 shares; 2017Q3: 2,298 shares; 2017Q4: 2,046 shares; 2018Q1: 1,815 shares 1,815 $178K 0.01% -231 Timeline DUNKIN BRANDS GROUP INC DUNKIN BRANDS GROUP INC More: the full row for DUNKIN BRANDS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,628 shares; 2018Q1: 2,857 shares 2,857 $171K 0.01% +229 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,441 shares; 2017Q3: 1,319 shares; 2017Q4: 1,181 shares; 2018Q1: 1,049 shares 1,049 $164K 0.01% -132 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 4,832 shares; 2017Q3: 4,457 shares; 2017Q4: 4,002 shares; 2018Q1: 3,557 shares 3,557 $155K 0.01% -445 Timeline FXZ 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 40 shares; 2017Q3: 40 shares; 2017Q4: 40 shares; 2018Q1: 3,684 shares 3,684 $155K 0.01% +3,644 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,517 shares; 2017Q3: 1,402 shares; 2017Q4: 1,261 shares; 2018Q1: 2,479 shares 2,479 $151K 0.01% +1,218 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 9,532 shares 9,532 $151K 0.01% new Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 3,396 shares; 2017Q3: 3,163 shares; 2017Q4: 2,873 shares; 2018Q1: 4,164 shares 4,164 $147K 0.01% +1,291 ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,603 shares; 2017Q3: 1,508 shares; 2017Q4: 1,184 shares; 2018Q1: 2,631 shares 2,631 $145K 0.01% +1,447 Timeline JPIN 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 2,652 shares; 2017Q3: 2,561 shares; 2017Q4: 2,314 shares; 2018Q1: 2,269 shares 2,269 $135K 0.01% -45 Timeline FXD 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 4,184 shares; 2017Q3: 3,756 shares; 2017Q4: 3,240 shares; 2018Q1: 2,895 shares 2,895 $119K 0.01% -345 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 2,771 shares; 2017Q3: 25,070 shares; 2017Q4: 23,335 shares; 2018Q1: 2,052 shares 2,052 $117K 0.01% -21,283 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,885 shares; 2017Q3: 1,727 shares; 2017Q4: 1,547 shares; 2018Q1: 1,381 shares 1,381 $113K 0.01% -166 Timeline TWITTER INC TWITTER INC More: the full row for TWITTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 9,332 shares; 2017Q4: not reported; 2018Q1: 3,788 shares 3,788 $110K 0.01% new IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 54 shares; 2017Q3: 2,056 shares; 2017Q4: 1,838 shares; 2018Q1: 1,790 shares 1,790 $105K 0.01% -48 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 231 shares; 2017Q3: not reported; 2017Q4: 2,746 shares; 2018Q1: 2,645 shares 2,645 $104K 0.01% -101 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 3,709 shares; 2017Q3: 3,393 shares; 2017Q4: 3,016 shares; 2018Q1: 2,662 shares 2,662 $104K 0.01% -354 Timeline FQF TR FQF TR More: the full row for FQF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 3,050 shares; 2017Q3: 3,785 shares; 2017Q4: 3,412 shares; 2018Q1: 3,375 shares 3,375 $103K 0.01% -37 HD SUPPLY HLDGS INC HD SUPPLY HLDGS INC More: the full row for HD SUPPLY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 3,509 shares; 2017Q3: 3,266 shares; 2017Q4: 2,946 shares; 2018Q1: 2,625 shares 2,625 $100K 0.01% -321 TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,529 shares; 2017Q3: 1,404 shares; 2017Q4: 1,254 shares; 2018Q1: 1,117 shares 1,117 $82K 0.01% -137 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,793 shares; 2017Q3: 1,644 shares; 2017Q4: 1,469 shares; 2018Q1: 664 shares 664 $76K 0.01% -805 Timeline INVESCO WATER RESOURCES ETF INVESCO WATER RESOURCES ETF More: the full row for INVESCO WATER RESOURCES ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 3,303 shares; 2017Q3: 3,036 shares; 2017Q4: 2,733 shares; 2018Q1: 2,423 shares 2,423 $74K 0.01% -310 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,524 shares; 2017Q3: 1,406 shares; 2017Q4: 1,271 shares; 2018Q1: 1,131 shares 1,131 $73K 0.01% -140 Timeline CHINA MOBILE LIMITED CHINA MOBILE LIMITED More: the full row for CHINA MOBILE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 91 shares; 2017Q3: 91 shares; 2017Q4: 1,658 shares; 2018Q1: 1,493 shares 1,493 $68K 0.01% -165 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 10,751 shares; 2017Q3: 2,102 shares; 2017Q4: 952 shares; 2018Q1: 884 shares 884 $66K 0.01% -68 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 1,900 shares; 2017Q3: 1,761 shares; 2017Q4: 1,397 shares; 2018Q1: 1,239 shares 1,239 $66K 0.01% -158 Timeline NABORS INDUSTRIES LTD NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 10,782 shares; 2017Q3: 10,233 shares; 2017Q4: 9,251 shares; 2018Q1: 8,745 shares 8,745 $61K <0.01% -506 BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 10,424 shares; 2017Q3: 2,296 shares; 2017Q4: 1,782 shares; 2018Q1: 1,673 shares 1,673 $40K <0.01% -109 Timeline FEX 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 5,988 shares; 2017Q3: 2,827 shares; 2017Q4: 682 shares; 2018Q1: 660 shares 660 $39K <0.01% -22 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 156 shares 156 $17K <0.01% new Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 168 shares 168 $17K <0.01% new Timeline CLAYMORE EXCHANGE TRD FD TR CLAYMORE EXCHANGE TRD FD TR More: the full row for CLAYMORE EXCHANGE TRD FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 339 shares 339 $17K <0.01% new LMBS 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 317 shares 317 $16K <0.01% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 34,255 shares; 2017Q3: 137 shares; 2017Q4: 145 shares; 2018Q1: 103 shares 103 $14K <0.01% -42 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 3,074 shares; 2017Q3: 2,968 shares; 2017Q4: 2,682 shares; 2018Q1: 500 shares 500 $13K <0.01% -2,182 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 73 shares; 2018Q1: 73 shares 73 $12K <0.01% 0 Timeline FPX 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 177 shares 177 $12K <0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 182 shares; 2017Q3: 214 shares; 2017Q4: 70 shares; 2018Q1: 70 shares 70 $11K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 105,968 shares; 2018Q1: 157 shares 157 $11K <0.01% -105,811 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 176 shares 176 $11K <0.01% new Timeline POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 290 shares 290 $11K <0.01% new FDN 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 3,345 shares; 2017Q3: 3,056 shares; 2017Q4: 2,497 shares; 2018Q1: 85 shares 85 $10K <0.01% -2,412 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 199 shares 199 $10K <0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 60 shares; 2017Q3: 105 shares; 2017Q4: 63 shares; 2018Q1: 174 shares 174 $9K <0.01% +111 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 318 shares 318 $9K <0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 110 shares; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 162 shares 162 $8K <0.01% new Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 274 shares 274 $8K <0.01% new Timeline FTC 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 128 shares 128 $8K <0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 59 shares 59 $6K <0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 58,450 shares; 2017Q3: 56,089 shares; 2017Q4: 45 shares; 2018Q1: 59 shares 59 $6K <0.01% +14 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 156,221 shares; 2017Q3: 146,542 shares; 2017Q4: 132,327 shares; 2018Q1: 119 shares 119 $6K <0.01% -132,208 Timeline FXR 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 423 shares; 2017Q3: 423 shares; 2017Q4: 158 shares; 2018Q1: 158 shares 158 $6K <0.01% 0 Timeline SK TELECOM LTD SK TELECOM LTD More: the full row for SK TELECOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 228 shares 228 $6K <0.01% new BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 7,101 shares; 2017Q3: 2 shares; 2017Q4: not reported; 2018Q1: 25 shares 25 $6K <0.01% new C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 10 shares; 2017Q4: not reported; 2018Q1: 80 shares 80 $5K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 7,198 shares; 2017Q3: 6,939 shares; 2017Q4: not reported; 2018Q1: 51 shares 51 $5K <0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 59 shares; 2017Q3: 59 shares; 2017Q4: 177 shares; 2018Q1: 177 shares 177 $5K <0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 103 shares 103 $5K <0.01% new Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 105 shares 105 $5K <0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 112 shares; 2017Q3: 101 shares; 2017Q4: not reported; 2018Q1: 85 shares 85 $4K <0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 61 shares 61 $4K <0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 18,791 shares; 2017Q3: 21,048 shares; 2017Q4: 912 shares; 2018Q1: 50 shares 50 $4K <0.01% -862 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 48 shares; 2017Q3: 44 shares; 2017Q4: not reported; 2018Q1: 36 shares 36 $3K <0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 7,077 shares; 2017Q3: 1,641 shares; 2017Q4: 583 shares; 2018Q1: 15 shares 15 $3K <0.01% -568 Timeline XLRE 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 165 shares; 2017Q3: 165 shares; 2017Q4: 95 shares; 2018Q1: 95 shares 95 $3K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 63 shares; 2017Q3: 57 shares; 2017Q4: not reported; 2018Q1: 48 shares 48 $3K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 45 shares; 2017Q3: 41 shares; 2017Q4: not reported; 2018Q1: 40 shares 40 $3K <0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 58 shares; 2017Q3: 52 shares; 2017Q4: not reported; 2018Q1: 44 shares 44 $3K <0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 96 shares; 2017Q3: 102 shares; 2017Q4: not reported; 2018Q1: 81 shares 81 $3K <0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 41,102 shares; 2017Q3: 12,850 shares; 2017Q4: 12,165 shares; 2018Q1: 33 shares 33 $2K <0.01% -12,132 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 56 shares; 2017Q3: 42 shares; 2017Q4: not reported; 2018Q1: 35 shares 35 $2K <0.01% new Timeline XLU 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 39 shares; 2017Q4: 39 shares; 2018Q1: 39 shares 39 $2K <0.01% 0 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 21 shares; 2017Q3: 16 shares; 2017Q4: not reported; 2018Q1: 14 shares 14 $2K <0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 12 shares; 2017Q4: not reported; 2018Q1: 18 shares 18 $2K <0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 8 shares; 2017Q4: not reported; 2018Q1: 9 shares 9 $2K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 99 shares; 2017Q3: 75 shares; 2017Q4: not reported; 2018Q1: 63 shares 63 $2K <0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 30 shares; 2017Q3: 28 shares; 2017Q4: not reported; 2018Q1: 34 shares 34 $2K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 105 shares; 2017Q3: 15,131 shares; 2017Q4: 45 shares; 2018Q1: 62 shares 62 $2K <0.01% +17 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 6,006 shares; 2017Q3: 3,109 shares; 2017Q4: 2,776 shares; 2018Q1: 9 shares 9 $1K <0.01% -2,767 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 965 shares; 2017Q3: 878 shares; 2017Q4: not reported; 2018Q1: 9 shares 9 $1K <0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 29 shares 29 $1K <0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 10 shares; 2017Q4: not reported; 2018Q1: 8 shares 8 $1K <0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 182,589 shares; 2017Q3: 124 shares; 2017Q4: 109 shares; 2018Q1: 25 shares 25 $1K <0.01% -84 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 8,312 shares; 2017Q3: 11 shares; 2017Q4: not reported; 2018Q1: 11 shares 11 $1K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 37 shares; 2017Q3: 28 shares; 2017Q4: not reported; 2018Q1: 23 shares 23 $1K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 24 shares; 2017Q3: 18 shares; 2017Q4: not reported; 2018Q1: 16 shares 16 $1K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 21 shares 21 $1K <0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 23 shares; 2017Q3: 18 shares; 2017Q4: not reported; 2018Q1: 15 shares 15 $1K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 106,192 shares; 2017Q3: not reported; 2017Q4: 59 shares; 2018Q1: 25 shares 25 $1K <0.01% -34 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 40 shares; 2017Q3: 30 shares; 2017Q4: not reported; 2018Q1: 26 shares 26 $1K <0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 4,044 shares; 2017Q3: 4,006 shares; 2017Q4: 3,725 shares; 2018Q1: 5 shares 5 $1K <0.01% -3,720 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 18 shares 18 $1K <0.01% new Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 41,477 shares; 2017Q3: 44,058 shares; 2017Q4: 11,846 shares; 2018Q1: 62 shares 62 $1K <0.01% -11,784 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: not reported; 2017Q3: 4,678 shares; 2017Q4: 11 shares; 2018Q1: 5 shares 5 $1K <0.01% -6 Timeline MAXIM INTEGRATED PRODS INC MAXIM INTEGRATED PRODS INC More: the full row for MAXIM INTEGRATED PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: restricted; 2017Q2: 5,671 shares; 2017Q3: 7 shares; 2017Q4: 2,718 shares; 2018Q1: 7 shares 7 $0 0% -2,711 Value filed as zero, left out of ratios.