IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 80,740 shares; 2019Q1: 83,679 shares 83,679 $23.8M 5.43% +2,939 Timeline JPST 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 441,361 shares 441,361 $22.2M 5.07% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 357,645 shares 357,645 $17.9M 4.09% new 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 80,173 shares; 2019Q1: 360,296 shares 360,296 $14.7M 3.36% +280,123 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 85,015 shares; 2019Q1: 90,666 shares 90,666 $14.3M 3.26% +5,651 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 108,366 shares 108,366 $12.5M 2.86% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 49,498 shares; 2019Q1: 61,645 shares 61,645 $11.7M 2.67% +12,147 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 69,615 shares; 2019Q1: 75,892 shares 75,892 $11.5M 2.62% +6,277 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,778 shares; 2019Q1: 42,052 shares 42,052 $10.9M 2.49% +36,274 Timeline AMERICAN CAMPUS COMMUNITIES AMERICAN CAMPUS COMMUNITIES More: the full row for AMERICAN CAMPUS COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 225,433 shares 225,433 $10.7M 2.45% new 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 115,043 shares; 2019Q1: 114,877 shares 114,877 $9.84M 2.24% -166 Timeline PACIFIC PREMIER BANCORP INC PACIFIC PREMIER BANCORP INC More: the full row for PACIFIC PREMIER BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 334,697 shares; 2019Q1: 316,091 shares 316,091 $8.39M 1.91% -18,606 RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 82,654 shares; 2019Q1: 79,603 shares 79,603 $8.31M 1.9% -3,051 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 49,640 shares; 2019Q1: 48,639 shares 48,639 $8.11M 1.85% -1,001 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 86,034 shares; 2019Q1: 132,526 shares 132,526 $8.06M 1.84% +46,492 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 32,526 shares; 2019Q1: 179,710 shares 179,710 $7.64M 1.74% +147,184 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 59,044 shares; 2019Q1: 59,571 shares 59,571 $7.36M 1.68% +527 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,794 shares; 2019Q1: 35,909 shares 35,909 $5.99M 1.37% +30,115 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 26,243 shares; 2019Q1: 26,162 shares 26,162 $4.96M 1.13% -81 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 47,007 shares; 2019Q1: 46,728 shares 46,728 $4.65M 1.06% -279 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 364,502 shares; 2019Q1: 444,075 shares 444,075 $4.64M 1.06% +79,573 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 27,206 shares; 2019Q1: 30,585 shares 30,585 $4.28M 0.98% +3,379 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,796 shares; 2019Q1: 39,674 shares 39,674 $4.21M 0.96% +26,878 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 36,210 shares; 2019Q1: 35,755 shares 35,755 $3.92M 0.89% -455 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,683 shares; 2019Q1: 31,254 shares 31,254 $3.69M 0.84% +2,571 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 38,356 shares; 2019Q1: 40,148 shares 40,148 $3.49M 0.8% +1,792 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,827 shares; 2019Q1: 22,272 shares 22,272 $3.41M 0.78% -1,555 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,253 shares; 2019Q1: 41,864 shares 41,864 $3.23M 0.74% +4,611 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,136 shares; 2019Q1: 15,748 shares 15,748 $3.16M 0.72% +9,612 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 48,745 shares; 2019Q1: 45,735 shares 45,735 $3.11M 0.71% -3,010 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 45,838 shares; 2019Q1: 46,296 shares 46,296 $3M 0.69% +458 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,590 shares; 2019Q1: 14,319 shares 14,319 $2.75M 0.63% +729 Timeline VGK 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 61,816 shares; 2019Q1: 50,474 shares 50,474 $2.71M 0.62% -11,342 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,234 shares; 2019Q1: 18,507 shares 18,507 $2.68M 0.61% -4,727 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 24,485 shares; 2019Q1: 50,732 shares 50,732 $2.62M 0.6% +26,247 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,066 shares; 2019Q1: 26,127 shares 26,127 $2.61M 0.6% -1,939 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,025 shares; 2019Q1: 22,933 shares 22,933 $2.55M 0.58% -92 Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 180,080 shares; 2019Q1: 180,080 shares 180,080 $2.43M 0.56% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 58,419 shares; 2019Q1: 56,986 shares 56,986 $2.42M 0.55% -1,433 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 19,836 shares; 2019Q1: 19,571 shares 19,571 $2.41M 0.55% -265 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,727 shares; 2019Q1: 13,282 shares 13,282 $2.39M 0.55% +1,555 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 998 shares; 2019Q1: 1,324 shares 1,324 $2.36M 0.54% +326 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 45,448 shares; 2019Q1: 50,345 shares 50,345 $2.16M 0.49% +4,897 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,548 shares; 2019Q1: 7,585 shares 7,585 $2.14M 0.49% -2,963 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 26,922 shares; 2019Q1: 26,749 shares 26,749 $2.13M 0.49% -173 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 49,404 shares; 2019Q1: 78,199 shares 78,199 $1.99M 0.45% +28,795 ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 50,577 shares; 2019Q1: 74,480 shares 74,480 $1.89M 0.43% +23,903 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 18,733 shares; 2019Q1: 22,677 shares 22,677 $1.89M 0.43% +3,944 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 13,662 shares 13,662 $1.77M 0.4% new 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,064 shares; 2019Q1: 5,849 shares 5,849 $1.76M 0.4% -215 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,783 shares; 2019Q1: 32,484 shares 32,484 $1.76M 0.4% -5,299 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 74,854 shares; 2019Q1: 67,415 shares 67,415 $1.75M 0.4% -7,439 Timeline Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 44,191 shares; 2019Q1: 67,217 shares 67,217 $1.67M 0.38% +23,026 WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 16,614 shares; 2019Q1: 15,509 shares 15,509 $1.61M 0.37% -1,105 Timeline 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,732 shares; 2019Q1: 11,532 shares 11,532 $1.6M 0.37% -200 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,248 shares; 2019Q1: 8,108 shares 8,108 $1.6M 0.37% -140 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 58,537 shares; 2019Q1: 50,253 shares 50,253 $1.57M 0.36% -8,284 Timeline EATON VANCE CORP EATON VANCE CORP More: the full row for EATON VANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 38,650 shares 38,650 $1.56M 0.36% new GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 893 shares; 2019Q1: 1,324 shares 1,324 $1.55M 0.35% +431 Timeline ISHARES IBONDS DEC 2021 TER… ISHARES IBONDS DEC 2021 TERM MUNI… More: the full row for ISHARES IBONDS DEC 2021 TERM MUNI BD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 43,540 shares; 2019Q1: 60,249 shares 60,249 $1.54M 0.35% +16,709 IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,592 shares; 2019Q1: 28,476 shares 28,476 $1.54M 0.35% +22,884 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,067 shares; 2019Q1: 6,301 shares 6,301 $1.52M 0.35% +234 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 961 shares; 2019Q1: 1,262 shares 1,262 $1.49M 0.34% +301 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,399 shares; 2019Q1: 3,855 shares 3,855 $1.47M 0.34% +456 Timeline RLJ RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 79,707 shares; 2019Q1: 79,512 shares 79,512 $1.4M 0.32% -195 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,216 shares; 2019Q1: 5,920 shares 5,920 $1.4M 0.32% -6,296 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,933 shares; 2019Q1: 3,933 shares 3,933 $1.36M 0.31% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 35,092 shares; 2019Q1: 30,777 shares 30,777 $1.34M 0.31% -4,315 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,097 shares; 2019Q1: 12,026 shares 12,026 $1.34M 0.31% -3,071 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 151,021 shares; 2019Q1: 148,850 shares 148,850 $1.31M 0.3% -2,171 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,907 shares; 2019Q1: 16,173 shares 16,173 $1.3M 0.3% +266 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,320 shares; 2019Q1: 8,813 shares 8,813 $1.3M 0.3% +1,493 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,543 shares; 2019Q1: 16,004 shares 16,004 $1.29M 0.29% +1,461 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,329 shares; 2019Q1: 26,123 shares 26,123 $1.26M 0.29% +2,794 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,162 shares; 2019Q1: 12,813 shares 12,813 $1.26M 0.29% +1,651 Timeline SL GREEN REALTY CORP SL GREEN REALTY CORP More: the full row for SL GREEN REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 13,819 shares 13,819 $1.24M 0.28% new Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 35,532 shares; 2019Q1: 48,414 shares 48,414 $1.22M 0.28% +12,882 ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,027 shares; 2019Q1: 46,633 shares 46,633 $1.21M 0.28% +9,606 SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,052 shares; 2019Q1: 36,300 shares 36,300 $1.21M 0.28% +8,248 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,379 shares; 2019Q1: 10,057 shares 10,057 $1.2M 0.27% +1,678 Timeline NTPIF NAM TAI PPTY INC COM SHS (VGB) More: the full row for NAM TAI PPTY INC COM SHS (VGB) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 120,899 shares 120,899 $1.19M 0.27% new 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,830 shares; 2019Q1: 11,668 shares 11,668 $1.18M 0.27% +838 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,368 shares; 2019Q1: 42,389 shares 42,389 $1.18M 0.27% +5,021 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 17,783 shares; 2019Q1: 17,298 shares 17,298 $1.17M 0.27% -485 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 66,018 shares; 2019Q1: 61,401 shares 61,401 $1.1M 0.25% -4,617 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 44,567 shares; 2019Q1: 39,492 shares 39,492 $1.09M 0.25% -5,075 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 53,491 shares; 2019Q1: 37,830 shares 37,830 $1.07M 0.25% -15,661 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,253 shares; 2019Q1: 5,565 shares 5,565 $1.05M 0.24% +312 Timeline Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 36,776 shares; 2019Q1: 42,353 shares 42,353 $1.05M 0.24% +5,577 EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,507 shares; 2019Q1: 5,363 shares 5,363 $1.03M 0.23% -144 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,253 shares; 2019Q1: 2,840 shares 2,840 $1.01M 0.23% +587 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 31,544 shares; 2019Q1: 32,117 shares 32,117 $1M 0.23% +573 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,408 shares; 2019Q1: 13,485 shares 13,485 $1M 0.23% +1,077 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,323 shares; 2019Q1: 16,665 shares 16,665 $989K 0.23% +2,342 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,760 shares; 2019Q1: 10,201 shares 10,201 $981K 0.22% -559 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 32,023 shares; 2019Q1: 32,023 shares 32,023 $966K 0.22% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 19,575 shares; 2019Q1: 19,795 shares 19,795 $954K 0.22% +220 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 16,007 shares; 2019Q1: 17,309 shares 17,309 $932K 0.21% +1,302 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,846 shares; 2019Q1: 6,585 shares 6,585 $927K 0.21% -261 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,887 shares; 2019Q1: 13,277 shares 13,277 $915K 0.21% -1,610 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,425 shares; 2019Q1: 9,425 shares 9,425 $908K 0.21% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,674 shares; 2019Q1: 8,691 shares 8,691 $901K 0.21% +1,017 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,527 shares; 2019Q1: 7,467 shares 7,467 $894K 0.2% -60 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,341 shares; 2019Q1: 4,606 shares 4,606 $871K 0.2% +265 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 22,022 shares; 2019Q1: 21,351 shares 21,351 $858K 0.2% -671 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,971 shares; 2019Q1: 29,271 shares 29,271 $855K 0.2% +19,300 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,998 shares; 2019Q1: 26,441 shares 26,441 $847K 0.19% -2,557 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 17,969 shares; 2019Q1: 17,416 shares 17,416 $844K 0.19% -553 Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 14,445 shares 14,445 $820K 0.19% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,245 shares; 2019Q1: 3,316 shares 3,316 $806K 0.18% +71 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,176 shares; 2019Q1: 6,532 shares 6,532 $801K 0.18% +356 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,780 shares; 2019Q1: 6,766 shares 6,766 $763K 0.17% +986 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,873 shares; 2019Q1: 7,718 shares 7,718 $754K 0.17% +845 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,978 shares; 2019Q1: 7,264 shares 7,264 $754K 0.17% -714 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 18,997 shares; 2019Q1: 17,447 shares 17,447 $749K 0.17% -1,550 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,303 shares; 2019Q1: 5,761 shares 5,761 $741K 0.17% +458 NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,265 shares; 2019Q1: 8,733 shares 8,733 $735K 0.17% -1,532 Timeline FXH 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,776 shares; 2019Q1: 9,476 shares 9,476 $724K 0.17% -300 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,786 shares; 2019Q1: 5,985 shares 5,985 $718K 0.16% +1,199 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,723 shares; 2019Q1: 5,723 shares 5,723 $717K 0.16% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 10,440 shares 10,440 $704K 0.16% new Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 11,725 shares 11,725 $695K 0.16% new MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 6,176 shares 6,176 $693K 0.16% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,317 shares; 2019Q1: 8,317 shares 8,317 $690K 0.16% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,227 shares; 2019Q1: 12,311 shares 12,311 $679K 0.15% -916 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,467 shares; 2019Q1: 8,367 shares 8,367 $661K 0.15% -1,100 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,167 shares; 2019Q1: 6,222 shares 6,222 $650K 0.15% +55 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 7,625 shares 7,625 $642K 0.15% new 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,049 shares; 2019Q1: 2,351 shares 2,351 $630K 0.14% -698 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,065 shares; 2019Q1: 7,714 shares 7,714 $613K 0.14% -3,351 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2 shares; 2019Q1: 2 shares 2 $602K 0.14% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,468 shares; 2019Q1: 9,989 shares 9,989 $601K 0.14% +1,521 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,926 shares; 2019Q1: 7,759 shares 7,759 $600K 0.14% -1,167 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,688 shares; 2019Q1: 2,188 shares 2,188 $599K 0.14% -500 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,611 shares; 2019Q1: 6,524 shares 6,524 $598K 0.14% -87 Timeline 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,581 shares; 2019Q1: 3,581 shares 3,581 $561K 0.13% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,825 shares; 2019Q1: 2,810 shares 2,810 $554K 0.13% -15 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,147 shares; 2019Q1: 2,642 shares 2,642 $548K 0.13% -505 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 40,000 shares; 2019Q1: 35,000 shares 35,000 $544K 0.12% -5,000 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,421 shares; 2019Q1: 3,412 shares 3,412 $542K 0.12% -9 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,618 shares; 2019Q1: 4,347 shares 4,347 $540K 0.12% -271 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,901 shares; 2019Q1: 5,676 shares 5,676 $533K 0.12% -225 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,452 shares; 2019Q1: 10,216 shares 10,216 $530K 0.12% +1,764 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,498 shares; 2019Q1: 11,001 shares 11,001 $523K 0.12% -497 Timeline UNILEVER N V UNILEVER N V More: the full row for UNILEVER N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 8,869 shares 8,869 $517K 0.12% new SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,614 shares; 2019Q1: 2,609 shares 2,609 $516K 0.12% -1,005 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,833 shares; 2019Q1: 12,977 shares 12,977 $515K 0.12% +144 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 53,987 shares; 2019Q1: 51,691 shares 51,691 $515K 0.12% -2,296 EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 20,903 shares; 2019Q1: 20,903 shares 20,903 $510K 0.12% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,158 shares; 2019Q1: 9,307 shares 9,307 $499K 0.11% -1,851 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,987 shares; 2019Q1: 17,212 shares 17,212 $495K 0.11% +4,225 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,840 shares; 2019Q1: 2,954 shares 2,954 $494K 0.11% +114 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,335 shares; 2019Q1: 7,954 shares 7,954 $493K 0.11% +2,619 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,694 shares; 2019Q1: 12,761 shares 12,761 $493K 0.11% -933 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,605 shares; 2019Q1: 1,605 shares 1,605 $485K 0.11% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,053 shares; 2019Q1: 2,712 shares 2,712 $484K 0.11% -1,341 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,726 shares; 2019Q1: 19,425 shares 19,425 $482K 0.11% +5,699 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,474 shares; 2019Q1: 10,054 shares 10,054 $479K 0.11% -420 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,939 shares; 2019Q1: 3,027 shares 3,027 $472K 0.11% +88 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,732 shares; 2019Q1: 8,491 shares 8,491 $465K 0.11% -241 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 6,832 shares 6,832 $461K 0.11% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,654 shares; 2019Q1: 5,419 shares 5,419 $459K 0.1% -235 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,809 shares; 2019Q1: 7,371 shares 7,371 $440K 0.1% -438 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,757 shares; 2019Q1: 5,039 shares 5,039 $436K 0.1% +282 Timeline RWO 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,586 shares; 2019Q1: 8,629 shares 8,629 $432K 0.1% +43 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,586 shares; 2019Q1: 8,234 shares 8,234 $431K 0.1% +1,648 Timeline BND 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,126 shares; 2019Q1: 5,316 shares 5,316 $431K 0.1% -810 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 14,315 shares 14,315 $415K 0.09% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,443 shares; 2019Q1: 1,443 shares 1,443 $414K 0.09% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,440 shares; 2019Q1: 3,786 shares 3,786 $413K 0.09% +346 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 911 shares; 2019Q1: 911 shares 911 $413K 0.09% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,692 shares; 2019Q1: 3,751 shares 3,751 $409K 0.09% +59 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,501 shares; 2019Q1: 2,887 shares 2,887 $395K 0.09% +386 Timeline HAIN HAIN CELESTIAL GROUP INC More: the full row for HAIN CELESTIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 17,000 shares; 2019Q1: 17,000 shares 17,000 $393K 0.09% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,900 shares; 2019Q1: 2,876 shares 2,876 $390K 0.09% -24 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,346 shares; 2019Q1: 8,309 shares 8,309 $390K 0.09% +1,963 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,990 shares; 2019Q1: 6,013 shares 6,013 $379K 0.09% +23 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,461 shares; 2019Q1: 3,461 shares 3,461 $378K 0.09% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,178 shares; 2019Q1: 2,180 shares 2,180 $376K 0.09% +2 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 4,222 shares 4,222 $374K 0.09% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 5,174 shares 5,174 $373K 0.09% new Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,000 shares; 2019Q1: 1,000 shares 1,000 $372K 0.08% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,578 shares; 2019Q1: 2,578 shares 2,578 $370K 0.08% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,057 shares; 2019Q1: 1,057 shares 1,057 $366K 0.08% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,881 shares; 2019Q1: 8,762 shares 8,762 $366K 0.08% -119 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 3,914 shares 3,914 $358K 0.08% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 10,642 shares 10,642 $355K 0.08% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 18,664 shares 18,664 $345K 0.08% new Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,226 shares; 2019Q1: 11,253 shares 11,253 $341K 0.08% +27 Timeline SPEU 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,925 shares; 2019Q1: 10,412 shares 10,412 $338K 0.08% -1,513 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,210 shares; 2019Q1: 3,210 shares 3,210 $337K 0.08% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,500 shares; 2019Q1: 2,500 shares 2,500 $335K 0.08% 0 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 27,000 shares; 2019Q1: 27,000 shares 27,000 $335K 0.08% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,666 shares; 2019Q1: 2,666 shares 2,666 $332K 0.08% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,291 shares; 2019Q1: 6,224 shares 6,224 $331K 0.08% -67 IMPMQ IMPAC MTG HLDGS INC COM STK NE More: the full row for IMPAC MTG HLDGS INC COM STK NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 75,300 shares; 2019Q1: 83,340 shares 83,340 $329K 0.08% +8,040 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,507 shares; 2019Q1: 1,799 shares 1,799 $327K 0.07% +292 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,353 shares; 2019Q1: 3,029 shares 3,029 $325K 0.07% -324 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 7,863 shares 7,863 $325K 0.07% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,844 shares; 2019Q1: 4,004 shares 4,004 $321K 0.07% +160 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,236 shares; 2019Q1: 5,336 shares 5,336 $317K 0.07% +100 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 7,376 shares 7,376 $315K 0.07% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,649 shares; 2019Q1: 5,796 shares 5,796 $314K 0.07% +147 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 21,000 shares; 2019Q1: 21,000 shares 21,000 $312K 0.07% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,217 shares; 2019Q1: 6,105 shares 6,105 $308K 0.07% -1,112 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,096 shares; 2019Q1: 4,096 shares 4,096 $301K 0.07% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,711 shares; 2019Q1: 1,593 shares 1,593 $300K 0.07% -118 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,716 shares; 2019Q1: 1,839 shares 1,839 $300K 0.07% +123 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 1,534 shares 1,534 $296K 0.07% new Timeline PROV PROVIDENT FINL HLDGS INC More: the full row for PROVIDENT FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,646 shares; 2019Q1: 14,646 shares 14,646 $292K 0.07% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 745 shares; 2019Q1: 745 shares 745 $289K 0.07% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 18,463 shares 18,463 $284K 0.06% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,960 shares; 2019Q1: 5,910 shares 5,910 $281K 0.06% -50 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,869 shares; 2019Q1: 6,956 shares 6,956 $278K 0.06% +87 Timeline VEREIT INC VEREIT INC More: the full row for VEREIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 33,214 shares 33,214 $278K 0.06% new CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,941 shares; 2019Q1: 4,017 shares 4,017 $276K 0.06% +76 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,875 shares; 2019Q1: 3,875 shares 3,875 $275K 0.06% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,720 shares; 2019Q1: 6,117 shares 6,117 $270K 0.06% +397 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,292 shares; 2019Q1: 6,292 shares 6,292 $265K 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,515 shares; 2019Q1: 3,510 shares 3,510 $262K 0.06% -5 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,867 shares; 2019Q1: 4,038 shares 4,038 $261K 0.06% +171 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,497 shares; 2019Q1: 3,887 shares 3,887 $260K 0.06% -610 Timeline BED BATH & BEYOND INC BED BATH & BEYOND INC More: the full row for BED BATH & BEYOND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 15,226 shares 15,226 $259K 0.06% new FS KKR CAPITAL CORP FS KKR CAPITAL CORP More: the full row for FS KKR CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 100,192 shares; 2019Q1: 42,605 shares 42,605 $258K 0.06% -57,587 HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 13,441 shares 13,441 $254K 0.06% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,344 shares; 2019Q1: 1,902 shares 1,902 $252K 0.06% -442 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,839 shares; 2019Q1: 4,855 shares 4,855 $251K 0.06% +16 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 1,367 shares 1,367 $251K 0.06% new Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,870 shares; 2019Q1: 7,870 shares 7,870 $248K 0.06% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 4,244 shares 4,244 $243K 0.06% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,561 shares; 2019Q1: 2,640 shares 2,640 $241K 0.05% +79 Timeline LAKELAND BANCORP INC LAKELAND BANCORP INC More: the full row for LAKELAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 16,009 shares 16,009 $239K 0.05% new EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,719 shares; 2019Q1: 3,716 shares 3,716 $230K 0.05% -3 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,549 shares; 2019Q1: 11,849 shares 11,849 $230K 0.05% +300 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 4,441 shares 4,441 $230K 0.05% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,388 shares; 2019Q1: 2,005 shares 2,005 $227K 0.05% -383 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,412 shares; 2019Q1: 4,382 shares 4,382 $224K 0.05% -30 Timeline FIAT CHRYSLER AUTOMOBILES N FIAT CHRYSLER AUTOMOBILES N More: the full row for FIAT CHRYSLER AUTOMOBILES N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,000 shares; 2019Q1: 15,000 shares 15,000 $223K 0.05% 0 TORTOISE MIDSTRM ENERGY FD I TORTOISE MIDSTRM ENERGY FD I More: the full row for TORTOISE MIDSTRM ENERGY FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 16,135 shares; 2019Q1: 15,463 shares 15,463 $218K 0.05% -672 IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 1,370 shares 1,370 $215K 0.05% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 375 shares 375 $214K 0.05% 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 2,548 shares 2,548 $214K 0.05% 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 2,386 shares 2,386 $213K 0.05% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 1,187 shares 1,187 $213K 0.05% new 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,890 shares; 2019Q1: 3,907 shares 3,907 $210K 0.05% +17 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 4,800 shares 4,800 $207K 0.05% new Timeline WISDOMTREE FLOATING RATETRE… WISDOMTREE FLOATING RATETREASURY … More: the full row for WISDOMTREE FLOATING RATETREASURY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 8,256 shares 8,256 $207K 0.05% new ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 6,048 shares 6,048 $206K 0.05% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 4,987 shares 4,987 $201K 0.05% new Timeline FARM FARMER BROS CO More: the full row for FARMER BROS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,230 shares; 2019Q1: 10,030 shares 10,030 $201K 0.05% -200 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 2,214 shares 2,214 $200K 0.05% new Timeline LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 25,000 shares; 2019Q1: 25,000 shares 25,000 $198K 0.05% 0 Timeline 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 12,257 shares 12,257 $151K 0.03% new CENTURYLINK INC CENTURYLINK INC More: the full row for CENTURYLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 10,325 shares 10,325 $123K 0.03% new AURORA CANNABIS INC AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 11,614 shares 11,614 $107K 0.02% new ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,650 shares; 2019Q1: 15,650 shares 15,650 $41K 0.01% 0 Timeline HC2 HLDGS INC HC2 HLDGS INC More: the full row for HC2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,000 shares; 2019Q1: 10,000 shares 10,000 $25K 0.01% 0 NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 20,000 shares; 2019Q1: 20,000 shares 20,000 $12K <0.01% 0 Timeline