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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 135,828 shares 135,828 $46.7M 4.14% +31,273 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 326,890 shares 326,890 $43.7M 3.88% -34,196 Timeline VT 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 365,876 shares 365,876 $33.9M 3.01% +89,400 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 281,501 shares 281,501 $32.1M 2.85% +125,100 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 139,338 shares 139,338 $31M 2.75% -4,141 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 119,399 shares 119,399 $30.2M 2.69% +3,077 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 122,891 shares 122,891 $28.2M 2.51% -13,568 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,945 shares 7,945 $25.9M 2.3% -1,341 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,560 shares 13,560 $23.8M 2.11% -1,765 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150,257 shares 150,257 $23.6M 2.1% -15,000 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 459,606 shares 459,606 $22.6M 2.01% +213,133 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 96,238 shares 96,238 $20.7M 1.83% -9,055 Timeline CEF 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,045,645 shares 1,045,645 $20.2M 1.8% +7,696 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 82,017 shares 82,017 $19M 1.69% -7,083 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 117,495 shares 117,495 $18.9M 1.67% -14,212 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75,521 shares 75,521 $16.5M 1.47% -10,826 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 43,866 shares 43,866 $16.5M 1.46% -17,171 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 105,491 shares 105,491 $15.6M 1.39% -13,646 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 70,169 shares 70,169 $14.9M 1.32% -5,697 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 53,498 shares 53,498 $14.6M 1.3% -1,532 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 60,117 shares 60,117 $13.5M 1.2% +39,654 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 106,284 shares 106,284 $13.2M 1.17% +56,822 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 126,544 shares 126,544 $12.8M 1.14% -1,246 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 138,152 shares 138,152 $12.2M 1.08% +126,779 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 111,177 shares 111,177 $12.2M 1.08% -8,367 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 303,991 shares 303,991 $12.1M 1.07% +184,004 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 144,205 shares 144,205 $11.8M 1.05% -5,337 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 101,897 shares 101,897 $10.6M 0.95% -15,008 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 46,993 shares 46,993 $10.4M 0.93% -1,387 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 224,871 shares 224,871 $10.3M 0.91% +210,036 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 166,453 shares 166,453 $9.73M 0.86% -11,138 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 52,385 shares 52,385 $9.49M 0.84% +3,385 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 38,635 shares 38,635 $9.05M 0.8% +2,469 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 55,067 shares 55,067 $8.88M 0.79% +52,363 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 65,778 shares 65,778 $8.78M 0.78% +15,103 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 239,210 shares 239,210 $8.74M 0.78% -17,832 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 139,408 shares 139,408 $8.74M 0.78% -12,347 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 149,631 shares 149,631 $8.64M 0.77% -21,076 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 212,095 shares 212,095 $8.63M 0.77% -23,148 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 120,123 shares 120,123 $8.59M 0.76% -23,705 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 96,964 shares 96,964 $8.59M 0.76% -17,493 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 199,082 shares 199,082 $8.41M 0.75% -59,286 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 208,934 shares 208,934 $8.38M 0.74% -45,471 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 184,067 shares 184,067 $8.38M 0.74% -42,424 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 92,454 shares 92,454 $8.11M 0.72% -4,681 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 49,091 shares 49,091 $8.08M 0.72% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 368,641 shares 368,641 $8.07M 0.72% -104,139 PBW 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 77,969 shares 77,969 $8.06M 0.72% +1,400 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 358,561 shares 358,561 $8.03M 0.71% -95,205 DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 147,293 shares 147,293 $7.95M 0.71% +32,479 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 372,255 shares 372,255 $7.9M 0.7% -173,649 GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 99,564 shares 99,564 $7.54M 0.67% +24,288 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 285,305 shares 285,305 $7.36M 0.65% -4,975 Timeline Invesco Bulletshares 2022 M… Invesco Bulletshares 2022 Munic More: the full row for Invesco Bulletshares 2022 Munic Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 287,791 shares 287,791 $7.33M 0.65% +93,519 BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 282,750 shares 282,750 $7.32M 0.65% +95,623 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 274,104 shares 274,104 $7.04M 0.63% -1,475 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 57,319 shares 57,319 $6.88M 0.61% +1,677 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 69,893 shares 69,893 $6.72M 0.6% -4,288 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 185,751 shares 185,751 $6.66M 0.59% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 286,158 shares 286,158 $6.48M 0.57% -144,774 MILN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 168,597 shares 168,597 $6.31M 0.56% +35,817 Timeline GNR 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 138,200 shares 138,200 $6.19M 0.55% new Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 255,253 shares 255,253 $6M 0.53% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 60,122 shares 60,122 $5.95M 0.53% +46,286 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 46,978 shares 46,978 $5.51M 0.49% +193 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,854 shares 33,854 $4.96M 0.44% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 319,117 shares 319,117 $4.82M 0.43% -196,464 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 200,532 shares 200,532 $4.72M 0.42% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,275 shares 6,275 $4.15M 0.37% -1,916 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 34,267 shares 34,267 $4.08M 0.36% -382 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 89,450 shares 89,450 $4.01M 0.36% -59,478 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 51,293 shares 51,293 $3.96M 0.35% +38,047 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 55,675 shares 55,675 $3.75M 0.33% +3,811 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 64,004 shares 64,004 $3.63M 0.32% -3,458 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 106,835 shares 106,835 $3.61M 0.32% -29,447 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50,961 shares 50,961 $3.48M 0.31% +20,308 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,836 shares 27,836 $3.29M 0.29% +1,410 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 47,000 shares 47,000 $3.19M 0.28% -112 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,688 shares 8,688 $3.1M 0.28% +1,274 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,273 shares 27,273 $2.95M 0.26% -824 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,942 shares 8,942 $2.81M 0.25% +90 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 88,246 shares 88,246 $2.67M 0.24% +3,992 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 160,000 shares 160,000 $2.61M 0.23% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,811 shares 19,811 $2.52M 0.22% -897 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40,475 shares 40,475 $2.49M 0.22% -15,492 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,729 shares 17,729 $2.47M 0.22% -2,698 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,625 shares 15,625 $2.37M 0.21% +852 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 193,968 shares 193,968 $2.35M 0.21% -68,230 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,679 shares 27,679 $2.35M 0.21% -79,307 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,189 shares 17,189 $2.23M 0.2% +3,496 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 101,048 shares 101,048 $2.2M 0.2% -217,977 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,027 shares 10,027 $2.13M 0.19% -24,890 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,240 shares 4,240 $2M 0.18% -19 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,384 shares 7,384 $1.96M 0.17% -57 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 38,700 shares 38,700 $1.94M 0.17% -1,114 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,094 shares 1,094 $1.92M 0.17% +133 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 29,886 shares 29,886 $1.85M 0.16% -2,369 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,289 shares 16,289 $1.85M 0.16% +2,232 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,249 shares 5,249 $1.84M 0.16% -421 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,695 shares 19,695 $1.79M 0.16% -1,055 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 58,336 shares 58,336 $1.72M 0.15% +6,102 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,746 shares 19,746 $1.71M 0.15% -60,732 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,329 shares 10,329 $1.66M 0.15% +4,150 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,141 shares 6,141 $1.65M 0.15% +681 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,792 shares 7,792 $1.62M 0.14% +1,435 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,660 shares 22,660 $1.62M 0.14% +2,465 Timeline CXSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 24,565 shares 24,565 $1.62M 0.14% +6,984 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,055 shares 9,055 $1.59M 0.14% +131 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,920 shares 9,920 $1.51M 0.13% -6,437 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,991 shares 3,991 $1.5M 0.13% -45 Timeline XLC 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,125 shares 22,125 $1.49M 0.13% +3,430 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 36,045 shares 36,045 $1.46M 0.13% +4,764 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,649 shares 8,649 $1.46M 0.13% +351 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,060 shares 9,060 $1.44M 0.13% -93 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,716 shares 3,716 $1.39M 0.12% -701 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,626 shares 30,626 $1.38M 0.12% new Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 53,287 shares 53,287 $1.35M 0.12% +5,911 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 24,594 shares 24,594 $1.35M 0.12% -15,853 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,798 shares 26,798 $1.33M 0.12% -7,216 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,437 shares 18,437 $1.33M 0.12% +3,275 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,099 shares 25,099 $1.31M 0.12% -2,008 Timeline O'Shares FTSE U.S. Quality … O'Shares FTSE U.S. Quality Divid More: the full row for O'Shares FTSE U.S. Quality Divid Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 34,059 shares 34,059 $1.3M 0.12% -160,046 INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 49,521 shares 49,521 $1.29M 0.11% new FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,838 shares 26,838 $1.26M 0.11% +1,954 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 34,086 shares 34,086 $1.25M 0.11% -682 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,261 shares 16,261 $1.19M 0.11% -25,671 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,751 shares 2,751 $1.16M 0.1% -4,119 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,396 shares 17,396 $1.11M 0.1% +4,627 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,051 shares 12,051 $1.11M 0.1% -1,458 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 43,028 shares 43,028 $1.09M 0.1% new ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,099 shares 4,099 $1.07M 0.1% +1,588 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,638 shares 4,638 $1.07M 0.09% +544 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,231 shares 2,231 $1.04M 0.09% +1,700 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,488 shares 8,488 $1.03M 0.09% -395 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,409 shares 3,409 $1.02M 0.09% -967 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,870 shares 2,870 $1.02M 0.09% +36 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,776 shares 5,776 $1.01M 0.09% -313 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,137 shares 17,137 $1.01M 0.09% -79 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,185 shares 11,185 $991K 0.09% +7,178 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,881 shares 1,881 $982K 0.09% -242 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,959 shares 5,959 $978K 0.09% -1,380 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,052 shares 7,052 $951K 0.08% +1 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,246 shares 16,246 $951K 0.08% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,240 shares 5,240 $923K 0.08% +1,854 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,428 shares 8,428 $903K 0.08% -1,857 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 31,248 shares 31,248 $899K 0.08% -1,405 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,768 shares 1,768 $884K 0.08% +256 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,133 shares 14,133 $881K 0.08% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,513 shares 3,513 $879K 0.08% +881 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,402 shares 4,402 $857K 0.08% -1,326 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,235 shares 13,235 $849K 0.08% -4,470 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,881 shares 15,881 $843K 0.07% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,327 shares 14,327 $826K 0.07% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,543 shares 6,543 $824K 0.07% -3,139 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,443 shares 12,443 $805K 0.07% +1,443 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,531 shares 5,531 $797K 0.07% +979 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,516 shares 11,516 $782K 0.07% -100,142 Timeline INVESCO BULLETSHARES 2021 H… INVESCO BULLETSHARES 2021 HIGH More: the full row for INVESCO BULLETSHARES 2021 HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,845 shares 33,845 $782K 0.07% -37,621 AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,776 shares 1,776 $778K 0.07% -157 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,050 shares 10,050 $771K 0.07% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,336 shares 2,336 $768K 0.07% +2 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,560 shares 3,560 $762K 0.07% -684 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,810 shares 13,810 $762K 0.07% +327 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,400 shares 16,400 $753K 0.07% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,086 shares 10,086 $739K 0.07% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,771 shares 17,771 $733K 0.07% -13,130 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,972 shares 13,972 $733K 0.07% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 967 shares 967 $698K 0.06% -146 XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,468 shares 4,468 $689K 0.06% new Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,469 shares 5,469 $689K 0.06% +2,805 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,023 shares 3,023 $673K 0.06% +1,011 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,244 shares 10,244 $654K 0.06% +8,114 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,147 shares 8,147 $651K 0.06% +323 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 43,060 shares 43,060 $650K 0.06% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,572 shares 2,572 $630K 0.06% -499 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,015 shares 6,015 $614K 0.05% -89 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,363 shares 4,363 $614K 0.05% +1 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 47,300 shares 47,300 $613K 0.05% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,796 shares 12,796 $604K 0.05% -587 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,961 shares 1,961 $600K 0.05% -70 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,175 shares 1,175 $590K 0.05% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,440 shares 2,440 $588K 0.05% -1,704 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,587 shares 6,587 $570K 0.05% -256 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,496 shares 1,496 $567K 0.05% -2,618 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,146 shares 13,146 $566K 0.05% -6,065 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,587 shares 14,587 $563K 0.05% +7,974 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,875 shares 5,875 $550K 0.05% -274 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,867 shares 5,867 $547K 0.05% +10 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,589 shares 8,589 $530K 0.05% -870 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,921 shares 1,921 $525K 0.05% +600 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,188 shares 6,188 $523K 0.05% +56 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,413 shares 8,413 $517K 0.05% +9 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,286 shares 10,286 $513K 0.05% -64,580 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,510 shares 2,510 $511K 0.05% +60 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,370 shares 2,370 $502K 0.04% +435 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,271 shares 7,271 $496K 0.04% -200 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,114 shares 3,114 $494K 0.04% +183 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,987 shares 6,987 $488K 0.04% -3,000 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,649 shares 15,649 $482K 0.04% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,604 shares 5,604 $465K 0.04% +868 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,791 shares 19,791 $462K 0.04% -36,057 PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,017 shares 1,017 $460K 0.04% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,609 shares 7,609 $459K 0.04% new NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,073 shares 8,073 $455K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,241 shares 4,241 $454K 0.04% -597 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,715 shares 17,715 $454K 0.04% new Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,502 shares 18,502 $453K 0.04% -34,523 CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,172 shares 5,172 $451K 0.04% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,060 shares 2,060 $451K 0.04% -3 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,627 shares 17,627 $451K 0.04% new Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,068 shares 18,068 $450K 0.04% -34,164 INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,695 shares 17,695 $449K 0.04% -33,627 IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,990 shares 4,990 $443K 0.04% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,169 shares 4,169 $442K 0.04% -1,430 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,888 shares 2,888 $442K 0.04% -83 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,464 shares 2,464 $439K 0.04% -430 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,119 shares 1,119 $425K 0.04% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,400 shares 10,400 $421K 0.04% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,458 shares 9,458 $417K 0.04% -395 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,277 shares 2,277 $415K 0.04% -23 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,656 shares 16,656 $410K 0.04% -1,705 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,662 shares 18,662 $409K 0.04% -210,644 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,490 shares 9,490 $406K 0.04% +260 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,341 shares 4,341 $405K 0.04% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,865 shares 12,865 $404K 0.04% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,383 shares 2,383 $401K 0.04% +168 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,610 shares 3,610 $397K 0.04% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,830 shares 1,830 $396K 0.04% +433 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,514 shares 2,514 $391K 0.03% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,557 shares 1,557 $386K 0.03% -39 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,226 shares 18,226 $382K 0.03% -22,175 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,575 shares 13,575 $381K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,419 shares 3,419 $376K 0.03% +212 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,921 shares 2,921 $374K 0.03% +2 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,858 shares 3,858 $372K 0.03% +6 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,331 shares 6,331 $369K 0.03% -388 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,466 shares 7,466 $365K 0.03% +664 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,097 shares 3,097 $364K 0.03% -3,945 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,114 shares 1,114 $358K 0.03% +6 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,550 shares 5,550 $356K 0.03% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,869 shares 1,869 $354K 0.03% -23 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,567 shares 4,567 $351K 0.03% -290 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,769 shares 12,769 $348K 0.03% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1 shares 1 $348K 0.03% 0 Timeline IAA INC IAA INC More: the full row for IAA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,353 shares 5,353 $348K 0.03% +3 NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,406 shares 2,406 $340K 0.03% +291 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 673 shares 673 $336K 0.03% -24 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,525 shares 1,525 $330K 0.03% -9 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,331 shares 4,331 $326K 0.03% +14 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,385 shares 2,385 $326K 0.03% +564 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,610 shares 3,610 $324K 0.03% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,647 shares 1,647 $321K 0.03% new Timeline JPIB 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,180 shares 6,180 $321K 0.03% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,848 shares 2,848 $320K 0.03% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,503 shares 17,503 $317K 0.03% -412,586 PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,140 shares 1,140 $311K 0.03% -186 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,084 shares 2,084 $308K 0.03% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,495 shares 4,495 $307K 0.03% -250 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,884 shares 4,884 $303K 0.03% -13,380 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,355 shares 1,355 $303K 0.03% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,898 shares 4,898 $303K 0.03% -13,357 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,998 shares 5,998 $301K 0.03% -2,447 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,606 shares 10,606 $301K 0.03% -2,462 Timeline JOHN HANCOCK EXCHANGE TRADED JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,566 shares 6,566 $301K 0.03% -2,305 JOHN HANCOCK EXCHANGE TRADED JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,254 shares 7,254 $301K 0.03% -2,877 JOHN HANCOCK MULTIFACTOR HE… JOHN HANCOCK MULTIFACTOR HEALTHCA… More: the full row for JOHN HANCOCK MULTIFACTOR HEALTHCARE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,964 shares 6,964 $301K 0.03% -1,699 JOHN HANCOCK EXCHANGE TRADED JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,310 shares 9,310 $301K 0.03% -1,961 JOHN HANCOCK EXCHANGE TRADED JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,535 shares 8,535 $301K 0.03% -2,975 JOHN HANCOCK EXCHANGE TRADED JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,530 shares 7,530 $301K 0.03% -2,547 JOHN HANCOCK EXCHANGE TRADED JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,824 shares 3,824 $301K 0.03% -1,413 ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,797 shares 5,797 $299K 0.03% 0 Timeline NZAC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,620 shares 2,620 $299K 0.03% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,669 shares 9,669 $297K 0.03% -207,698 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 416 shares 416 $294K 0.03% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,512 shares 6,512 $291K 0.03% -1,335 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,452 shares 2,452 $285K 0.03% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,600 shares 15,600 $285K 0.03% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,889 shares 11,889 $285K 0.03% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,047 shares 2,047 $283K 0.03% -8,073 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,223 shares 3,223 $281K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,891 shares 25,891 $280K 0.02% -7,043 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,202 shares 1,202 $280K 0.02% -158 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,064 shares 5,064 $276K 0.02% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,567 shares 1,567 $274K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,001 shares 3,001 $273K 0.02% -2,292 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,112 shares 2,112 $269K 0.02% +6 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 364 shares 364 $268K 0.02% +1 Timeline STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,299 shares 3,299 $262K 0.02% -9,203 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,232 shares 10,232 $262K 0.02% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,467 shares 5,467 $260K 0.02% -450 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,976 shares 2,976 $255K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,335 shares 2,335 $254K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,317 shares 4,317 $253K 0.02% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,564 shares 1,564 $253K 0.02% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,978 shares 4,978 $252K 0.02% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,307 shares 2,307 $252K 0.02% -562 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,910 shares 1,910 $252K 0.02% 0 Timeline PNQI 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,100 shares 1,100 $251K 0.02% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,601 shares 2,601 $247K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,476 shares 5,476 $244K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,984 shares 2,984 $240K 0.02% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,510 shares 1,510 $240K 0.02% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,876 shares 2,876 $239K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,588 shares 6,588 $237K 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,028 shares 2,028 $231K 0.02% new Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,500 shares 2,500 $231K 0.02% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 202 shares 202 $230K 0.02% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 641 shares 641 $227K 0.02% -25 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,110 shares 1,110 $226K 0.02% -112 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,451 shares 3,451 $224K 0.02% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,227 shares 1,227 $223K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 846 shares 846 $223K 0.02% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,216 shares 2,216 $222K 0.02% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,929 shares 12,929 $219K 0.02% -4,091 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,000 shares 7,000 $219K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,327 shares 2,327 $212K 0.02% new Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 584 shares 584 $212K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,476 shares 1,476 $208K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,004 shares 7,004 $206K 0.02% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,000 shares 7,000 $204K 0.02% new Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,930 shares 5,930 $202K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 959 shares 959 $200K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,313 shares 1,313 $200K 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,242 shares 15,242 $181K 0.02% -7,422 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,680 shares 18,680 $174K 0.02% +2,250 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,448 shares 13,448 $118K 0.01% +48 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,089 shares 10,089 $67K 0.01% 0 Timeline THERAPEUTICSMD INC THERAPEUTICSMD INC More: the full row for THERAPEUTICSMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 35,000 shares 35,000 $42K <0.01% 0 ALYAF ALITHYA GROUP INC CL A SUB VTG More: the full row for ALITHYA GROUP INC CL A SUB VTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,608 shares 18,608 $39K <0.01% -10,000 Timeline VERASTEM INC VERASTEM INC More: the full row for VERASTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,000 shares 18,000 $38K <0.01% 0 STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 261 shares 261 $27K <0.01% new Timeline BRISTOL-MYERS SQUIBB CO 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,603 shares 14,603 $10K <0.01% +390 BRISTOL-MYERS SQUIBB CO 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,000 shares 15,000 $5K <0.01% 0