AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,689,696 shares; 2020Q2: 5,979,543 shares; 2020Q3: 6,186,879 shares; 2020Q4: 5,650,829 shares; 2021Q1: 5,584,567 shares; 2021Q2: 5,688,119 shares; 2021Q3: 5,588,473 shares; 2021Q4: 5,531,364 shares 5,531,364 $176M 9.35% -57,109 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,011,746 shares; 2020Q2: 2,001,345 shares; 2020Q3: 2,020,000 shares; 2020Q4: 2,022,745 shares; 2021Q1: 2,020,875 shares; 2021Q2: 1,905,261 shares; 2021Q3: 1,836,840 shares; 2021Q4: 1,816,413 shares 1,816,413 $146M 7.79% -20,427 Timeline INVESTMENT MANAGERS SER TR INVESTMENT MANAGERS SER TR More: the full row for INVESTMENT MANAGERS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 2,394,599 shares; 2020Q3: 2,428,454 shares; 2020Q4: 2,507,275 shares; 2021Q1: 2,539,389 shares; 2021Q2: 2,560,765 shares; 2021Q3: 2,558,802 shares; 2021Q4: 2,567,806 shares 2,567,806 $123M 6.55% +9,004 PRF 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; 2020Q1: 623,815 shares; 2020Q2: 551,388 shares; 2020Q3: 529,689 shares; 2020Q4: 522,111 shares; 2021Q1: 540,713 shares; 2021Q2: 548,207 shares; 2021Q3: 537,340 shares; 2021Q4: 547,460 shares 547,460 $93.9M 5% +10,120 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 103,698 shares; 2020Q2: 103,673 shares; 2020Q3: 367,879 shares; 2020Q4: 357,126 shares; 2021Q1: 345,082 shares; 2021Q2: 338,527 shares; 2021Q3: 341,775 shares; 2021Q4: 361,058 shares 361,058 $65.1M 3.47% +19,283 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 286,027 shares; 2020Q2: 289,096 shares; 2020Q3: 290,354 shares; 2020Q4: 294,232 shares; 2021Q1: 303,444 shares; 2021Q2: 304,575 shares; 2021Q3: 293,595 shares; 2021Q4: 290,292 shares 290,292 $53.5M 2.85% -3,303 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 168,795 shares; 2020Q2: 168,254 shares; 2020Q3: 156,763 shares; 2020Q4: 154,042 shares; 2021Q1: 149,210 shares; 2021Q2: 147,209 shares; 2021Q3: 146,559 shares; 2021Q4: 146,227 shares 146,227 $50.1M 2.67% -332 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 83,443 shares; 2020Q2: 86,543 shares; 2020Q3: 82,596 shares; 2020Q4: 94,452 shares; 2021Q1: 102,958 shares; 2021Q2: 168,981 shares; 2021Q3: 168,198 shares; 2021Q4: 159,038 shares 159,038 $49.2M 2.62% -9,160 Timeline EXCHANGE LISTED FDS TR EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 54,490 shares; 2021Q1: 11,090 shares; 2021Q2: 780,573 shares; 2021Q3: 1,426,622 shares; 2021Q4: 1,765,885 shares 1,765,885 $48.1M 2.56% +339,263 IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 61,615 shares; 2020Q2: 65,708 shares; 2020Q3: 67,644 shares; 2020Q4: 68,688 shares; 2021Q1: 67,353 shares; 2021Q2: 68,402 shares; 2021Q3: 73,101 shares; 2021Q4: 73,869 shares 73,869 $35.4M 1.89% +768 Timeline OMFL 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; 2020Q1: 595,108 shares; 2020Q2: 610,000 shares; 2020Q3: 620,506 shares; 2020Q4: 626,898 shares; 2021Q1: 645,622 shares; 2021Q2: 666,774 shares; 2021Q3: 673,368 shares; 2021Q4: 688,293 shares 688,293 $35M 1.86% +14,925 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 676,455 shares 676,455 $34.1M 1.81% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 209,772 shares; 2020Q2: 228,173 shares; 2020Q3: 223,981 shares; 2020Q4: 226,438 shares; 2021Q1: 229,800 shares; 2021Q2: 227,699 shares; 2021Q3: 221,860 shares; 2021Q4: 191,070 shares 191,070 $32.7M 1.74% -30,790 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 406,633 shares; 2020Q2: 398,790 shares; 2020Q3: 447,523 shares; 2020Q4: 476,031 shares; 2021Q1: 477,391 shares; 2021Q2: 476,972 shares; 2021Q3: 518,422 shares; 2021Q4: 483,490 shares 483,490 $31.8M 1.69% -34,932 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; 2020Q1: 338,490 shares; 2020Q2: 336,126 shares; 2020Q3: 315,440 shares; 2020Q4: 297,454 shares; 2021Q1: 257,447 shares; 2021Q2: 248,012 shares; 2021Q3: 248,667 shares; 2021Q4: 243,162 shares 243,162 $23.7M 1.26% -5,505 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; 2020Q1: 90,065 shares; 2020Q2: 89,875 shares; 2020Q3: 88,792 shares; 2020Q4: 87,172 shares; 2021Q1: 87,570 shares; 2021Q2: 86,717 shares; 2021Q3: 85,803 shares; 2021Q4: 74,517 shares 74,517 $22.1M 1.18% -11,286 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 74,754 shares; 2020Q2: 84,485 shares; 2020Q3: 180,053 shares; 2020Q4: 286,605 shares; 2021Q1: 344,414 shares; 2021Q2: 370,461 shares; 2021Q3: 449,468 shares; 2021Q4: 433,980 shares 433,980 $21.5M 1.14% -15,488 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; 2020Q1: 65,326 shares; 2020Q2: 68,339 shares; 2020Q3: 67,788 shares; 2020Q4: 67,351 shares; 2021Q1: 66,786 shares; 2021Q2: 68,021 shares; 2021Q3: 47,932 shares; 2021Q4: 43,844 shares 43,844 $20.9M 1.11% -4,088 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; 2020Q1: 471,676 shares; 2020Q2: 471,996 shares; 2020Q3: 449,560 shares; 2020Q4: 366,295 shares; 2021Q1: 282,557 shares; 2021Q2: 287,754 shares; 2021Q3: 291,696 shares; 2021Q4: 290,799 shares 290,799 $18.1M 0.96% -897 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 153,599 shares; 2020Q2: 153,307 shares; 2020Q3: 150,614 shares; 2020Q4: 150,324 shares; 2021Q1: 150,252 shares; 2021Q2: 145,864 shares; 2021Q3: 157,500 shares; 2021Q4: 166,856 shares 166,856 $17.2M 0.92% +9,356 Timeline 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; 2020Q1: 71,738 shares; 2020Q2: 94,380 shares; 2020Q3: 102,226 shares; 2020Q4: 111,073 shares; 2021Q1: 117,008 shares; 2021Q2: 126,221 shares; 2021Q3: 155,472 shares; 2021Q4: 173,244 shares 173,244 $16.5M 0.88% +17,772 Timeline Natixis Loomis Sayles Short… Natixis Loomis Sayles Short Durat… More: the full row for Natixis Loomis Sayles Short Duration Income ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 247,124 shares; 2021Q1: 343,758 shares; 2021Q2: 413,807 shares; 2021Q3: 542,080 shares; 2021Q4: 579,662 shares 579,662 $14.4M 0.77% +37,582 STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 789 shares; 2020Q2: 789 shares; 2020Q3: 938 shares; 2020Q4: 789 shares; 2021Q1: 789 shares; 2021Q2: 789 shares; 2021Q3: 789 shares; 2021Q4: 134,163 shares 134,163 $14.2M 0.75% +133,374 Timeline PRFZ 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; 2020Q1: 66,769 shares; 2020Q2: 62,847 shares; 2020Q3: 63,085 shares; 2020Q4: 65,737 shares; 2021Q1: 65,698 shares; 2021Q2: 66,790 shares; 2021Q3: 72,881 shares; 2021Q4: 72,460 shares 72,460 $13.9M 0.74% -421 Timeline GSST 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 259,582 shares; 2021Q2: 256,698 shares; 2021Q3: 272,536 shares; 2021Q4: 270,462 shares 270,462 $13.7M 0.73% -2,074 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 211,374 shares; 2020Q2: 208,388 shares; 2020Q3: 205,580 shares; 2020Q4: 202,771 shares; 2021Q1: 198,814 shares; 2021Q2: 201,165 shares; 2021Q3: 204,818 shares; 2021Q4: 213,182 shares 213,182 $12.5M 0.66% +8,364 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; 2020Q1: 48,330 shares; 2020Q2: 47,321 shares; 2020Q3: 47,249 shares; 2020Q4: 46,293 shares; 2021Q1: 45,429 shares; 2021Q2: 46,107 shares; 2021Q3: 44,813 shares; 2021Q4: 47,080 shares 47,080 $11.9M 0.64% +2,267 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 13,145 shares; 2020Q2: 9,145 shares; 2020Q3: 8,045 shares; 2020Q4: 7,672 shares; 2021Q1: 143,527 shares; 2021Q2: 175,872 shares; 2021Q3: 203,366 shares; 2021Q4: 231,200 shares 231,200 $11.7M 0.62% +27,834 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 294,973 shares; 2021Q1: 441,280 shares; 2021Q2: 374,445 shares; 2021Q3: 362,945 shares; 2021Q4: 355,761 shares 355,761 $11.5M 0.61% -7,184 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,715 shares; 2021Q2: 5,115 shares; 2021Q3: 313,480 shares; 2021Q4: 335,216 shares 335,216 $11.2M 0.6% +21,736 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 60,000 shares; 2020Q2: 59,898 shares; 2020Q3: 57,905 shares; 2020Q4: 57,875 shares; 2021Q1: 58,823 shares; 2021Q2: 57,508 shares; 2021Q3: 57,791 shares; 2021Q4: 64,870 shares 64,870 $11M 0.59% +7,079 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 139,520 shares; 2020Q2: 130,122 shares; 2020Q3: 130,565 shares; 2020Q4: 130,707 shares; 2021Q1: 127,199 shares; 2021Q2: 127,933 shares; 2021Q3: 127,566 shares; 2021Q4: 128,446 shares 128,446 $10.1M 0.54% +880 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 147,767 shares; 2021Q4: 372,448 shares 372,448 $10.1M 0.54% +224,681 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; 2020Q1: 62,918 shares; 2020Q2: 63,043 shares; 2020Q3: 56,904 shares; 2020Q4: 57,236 shares; 2021Q1: 57,876 shares; 2021Q2: 56,140 shares; 2021Q3: 56,401 shares; 2021Q4: 58,862 shares 58,862 $9.31M 0.5% +2,461 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 156,848 shares; 2020Q2: 154,968 shares; 2020Q3: 149,739 shares; 2020Q4: 150,810 shares; 2021Q1: 144,835 shares; 2021Q2: 142,927 shares; 2021Q3: 140,978 shares; 2021Q4: 155,325 shares 155,325 $9.2M 0.49% +14,347 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; 2020Q1: 159,953 shares; 2020Q2: 158,958 shares; 2020Q3: 154,328 shares; 2020Q4: 153,799 shares; 2021Q1: 152,150 shares; 2021Q2: 149,108 shares; 2021Q3: 145,000 shares; 2021Q4: 147,691 shares 147,691 $9.14M 0.49% +2,691 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 151,780 shares; 2020Q2: 154,623 shares; 2020Q3: 152,747 shares; 2020Q4: 146,950 shares; 2021Q1: 146,966 shares; 2021Q2: 148,172 shares; 2021Q3: 148,581 shares; 2021Q4: 157,626 shares 157,626 $8.74M 0.47% +9,045 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; 2020Q1: 12,725 shares; 2020Q2: 17,544 shares; 2020Q3: 17,605 shares; 2020Q4: 18,727 shares; 2021Q1: 18,862 shares; 2021Q2: 20,690 shares; 2021Q3: 25,138 shares; 2021Q4: 21,569 shares 21,569 $8.7M 0.46% -3,569 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 23,303 shares; 2020Q2: 22,303 shares; 2020Q3: 214,695 shares; 2020Q4: 878,963 shares; 2021Q1: 926,795 shares; 2021Q2: 866,812 shares; 2021Q3: 840,130 shares; 2021Q4: 166,870 shares 166,870 $8.26M 0.44% -673,260 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; 2020Q1: 151,914 shares; 2020Q2: 170,796 shares; 2020Q3: 175,904 shares; 2020Q4: 169,807 shares; 2021Q1: 176,493 shares; 2021Q2: 173,852 shares; 2021Q3: 178,653 shares; 2021Q4: 176,031 shares 176,031 $7.86M 0.42% -2,622 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 82,142 shares; 2020Q4: 136,184 shares; 2021Q1: 184,290 shares; 2021Q2: 210,408 shares; 2021Q3: 257,371 shares; 2021Q4: 300,406 shares 300,406 $7.85M 0.42% +43,035 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; 2020Q1: 47,687 shares; 2020Q2: 46,973 shares; 2020Q3: 46,758 shares; 2020Q4: 46,781 shares; 2021Q1: 46,878 shares; 2021Q2: 51,794 shares; 2021Q3: 51,621 shares; 2021Q4: 47,049 shares 47,049 $7.73M 0.41% -4,572 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; 2020Q1: 1,670 shares; 2020Q2: 2,143 shares; 2020Q3: 2,062 shares; 2020Q4: 2,126 shares; 2021Q1: 2,286 shares; 2021Q2: 2,383 shares; 2021Q3: 2,171 shares; 2021Q4: 2,250 shares 2,250 $7.63M 0.41% +79 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 202,859 shares; 2020Q2: 102,906 shares; 2020Q3: 96,848 shares; 2020Q4: 146,066 shares; 2021Q1: 133,511 shares; 2021Q2: 110,954 shares; 2021Q3: 124,092 shares; 2021Q4: 148,809 shares 148,809 $7.37M 0.39% +24,717 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 92,628 shares; 2020Q2: 80,535 shares; 2020Q3: 81,618 shares; 2020Q4: 91,081 shares; 2021Q1: 99,699 shares; 2021Q2: 102,772 shares; 2021Q3: 104,012 shares; 2021Q4: 62,902 shares 62,902 $7.24M 0.39% -41,110 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 104,029 shares; 2020Q2: 109,663 shares; 2020Q3: 110,816 shares; 2020Q4: 124,441 shares; 2021Q1: 144,443 shares; 2021Q2: 148,641 shares; 2021Q3: 166,289 shares; 2021Q4: 173,525 shares 173,525 $7.17M 0.38% +7,236 Timeline GSEW 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; 2020Q1: 110,597 shares; 2020Q2: 105,648 shares; 2020Q3: 104,540 shares; 2020Q4: 98,737 shares; 2021Q1: 98,737 shares; 2021Q2: 98,263 shares; 2021Q3: 98,145 shares; 2021Q4: 98,145 shares 98,145 $7.02M 0.37% 0 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; 2020Q1: 40,675 shares; 2020Q2: 43,238 shares; 2020Q3: 42,243 shares; 2020Q4: 43,285 shares; 2021Q1: 41,997 shares; 2021Q2: 40,994 shares; 2021Q3: 40,694 shares; 2021Q4: 42,500 shares 42,500 $6.88M 0.37% +1,806 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 7,625 shares; 2020Q4: 39,415 shares; 2021Q1: 59,770 shares; 2021Q2: 90,564 shares; 2021Q3: 113,907 shares; 2021Q4: 177,301 shares 177,301 $6.77M 0.36% +63,394 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 26,374 shares; 2020Q2: 28,567 shares; 2020Q3: 31,119 shares; 2020Q4: 32,344 shares; 2021Q1: 33,775 shares; 2021Q2: 39,575 shares; 2021Q3: 42,906 shares; 2021Q4: 44,794 shares 44,794 $6.55M 0.35% +1,888 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; 2020Q1: 19,733 shares; 2020Q2: 19,628 shares; 2020Q3: 24,882 shares; 2020Q4: 27,744 shares; 2021Q1: 26,462 shares; 2021Q2: 26,542 shares; 2021Q3: 27,018 shares; 2021Q4: 20,030 shares 20,030 $6.51M 0.35% -6,988 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 70,679 shares; 2020Q2: 72,140 shares; 2020Q3: 72,943 shares; 2020Q4: 74,642 shares; 2021Q1: 76,904 shares; 2021Q2: 78,182 shares; 2021Q3: 75,914 shares; 2021Q4: 75,899 shares 75,899 $6.49M 0.35% -15 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,468 shares; 2020Q2: 18,449 shares; 2020Q3: 19,031 shares; 2020Q4: 17,231 shares; 2021Q1: 9,122 shares; 2021Q2: 9,512 shares; 2021Q3: 56,496 shares; 2021Q4: 60,189 shares 60,189 $6.46M 0.34% +3,693 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 44,313 shares; 2020Q2: 43,172 shares; 2020Q3: 40,127 shares; 2020Q4: 39,297 shares; 2021Q1: 39,244 shares; 2021Q2: 39,884 shares; 2021Q3: 39,816 shares; 2021Q4: 21,597 shares 21,597 $6.09M 0.32% -18,219 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 11,325 shares; 2020Q2: 11,618 shares; 2020Q3: 11,637 shares; 2020Q4: 11,966 shares; 2021Q1: 11,750 shares; 2021Q2: 12,012 shares; 2021Q3: 12,945 shares; 2021Q4: 14,921 shares 14,921 $6.03M 0.32% +1,976 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; 2020Q1: 26,493 shares; 2020Q2: 45,535 shares; 2020Q3: 51,869 shares; 2020Q4: 64,314 shares; 2021Q1: 83,765 shares; 2021Q2: 92,384 shares; 2021Q3: 98,236 shares; 2021Q4: 74,154 shares 74,154 $5.97M 0.32% -24,082 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 10,596 shares; 2020Q2: 13,681 shares; 2020Q3: 96,094 shares; 2020Q4: 144,628 shares; 2021Q1: 192,024 shares; 2021Q2: 222,319 shares; 2021Q3: 272,960 shares; 2021Q4: 294,117 shares 294,117 $5.97M 0.32% +21,157 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 3,830 shares; 2020Q3: 2,980 shares; 2020Q4: 182,190 shares; 2021Q1: 193,252 shares; 2021Q2: 193,110 shares; 2021Q3: 194,710 shares; 2021Q4: 186,891 shares 186,891 $5.54M 0.29% -7,819 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 125,070 shares; 2020Q2: 132,107 shares; 2020Q3: 142,867 shares; 2020Q4: 150,904 shares; 2021Q1: 172,155 shares; 2021Q2: 182,645 shares; 2021Q3: 219,130 shares; 2021Q4: 228,202 shares 228,202 $5.39M 0.29% +9,072 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 25,513 shares; 2020Q2: 24,687 shares; 2020Q3: 24,758 shares; 2020Q4: 24,707 shares; 2021Q1: 24,544 shares; 2021Q2: 24,787 shares; 2021Q3: 25,032 shares; 2021Q4: 30,735 shares 30,735 $5.27M 0.28% +5,703 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,064 shares; 2020Q2: 1,634 shares; 2020Q3: 19,953 shares; 2020Q4: 51,018 shares; 2021Q1: 77,524 shares; 2021Q2: 79,226 shares; 2021Q3: 84,127 shares; 2021Q4: 84,058 shares 84,058 $5.14M 0.27% -69 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 158,740 shares; 2020Q2: 160,098 shares; 2020Q3: 159,560 shares; 2020Q4: 142,819 shares; 2021Q1: 146,981 shares; 2021Q2: 149,367 shares; 2021Q3: 155,973 shares; 2021Q4: 158,328 shares 158,328 $5.1M 0.27% +2,355 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 423,592 shares; 2020Q2: 148,378 shares; 2020Q3: 148,980 shares; 2020Q4: 163,557 shares; 2021Q1: 170,560 shares; 2021Q2: 178,570 shares; 2021Q3: 185,688 shares; 2021Q4: 231,266 shares 231,266 $5.08M 0.27% +45,578 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 120,448 shares; 2020Q2: 116,600 shares; 2020Q3: 118,101 shares; 2020Q4: 119,896 shares; 2021Q1: 116,596 shares; 2021Q2: 116,422 shares; 2021Q3: 125,998 shares; 2021Q4: 132,221 shares 132,221 $5.07M 0.27% +6,223 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 132,707 shares; 2020Q2: 83,505 shares; 2020Q3: 101,690 shares; 2020Q4: 111,106 shares; 2021Q1: 124,568 shares; 2021Q2: 131,979 shares; 2021Q3: 148,966 shares; 2021Q4: 155,573 shares 155,573 $5.02M 0.27% +6,607 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; 2020Q1: 23,225 shares; 2020Q2: 19,991 shares; 2020Q3: 21,573 shares; 2020Q4: 22,876 shares; 2021Q1: 23,671 shares; 2021Q2: 25,381 shares; 2021Q3: 24,770 shares; 2021Q4: 25,407 shares 25,407 $4.69M 0.25% +637 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,065 shares; 2020Q2: 3,072 shares; 2020Q3: 7,513 shares; 2020Q4: 4,304 shares; 2021Q1: 3,950 shares; 2021Q2: 5,406 shares; 2021Q3: 6,691 shares; 2021Q4: 10,554 shares 10,554 $4.63M 0.25% +3,863 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; 2020Q1: 30,124 shares; 2020Q2: 30,993 shares; 2020Q3: 29,571 shares; 2020Q4: 29,739 shares; 2021Q1: 29,678 shares; 2021Q2: 30,388 shares; 2021Q3: 30,533 shares; 2021Q4: 30,244 shares 30,244 $4.62M 0.25% -289 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; 2020Q1: 167,370 shares; 2020Q2: 102,567 shares; 2020Q3: 92,011 shares; 2020Q4: 66,283 shares; 2021Q1: 65,091 shares; 2021Q2: 61,273 shares; 2021Q3: 58,679 shares; 2021Q4: 56,619 shares 56,619 $4.6M 0.25% -2,060 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 21,846 shares; 2020Q2: 22,287 shares; 2020Q3: 19,468 shares; 2020Q4: 20,878 shares; 2021Q1: 38,430 shares; 2021Q2: 38,363 shares; 2021Q3: 37,604 shares; 2021Q4: 38,657 shares 38,657 $4.59M 0.24% +1,053 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; 2020Q1: 68,678 shares; 2020Q2: 71,115 shares; 2020Q3: 64,285 shares; 2020Q4: 63,256 shares; 2021Q1: 63,967 shares; 2021Q2: 63,507 shares; 2021Q3: 63,795 shares; 2021Q4: 76,779 shares 76,779 $4.5M 0.24% +12,984 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,907 shares; 2020Q2: 18,811 shares; 2020Q3: 18,167 shares; 2020Q4: 65,954 shares; 2021Q1: 58,717 shares; 2021Q2: 57,125 shares; 2021Q3: 90,878 shares; 2021Q4: 51,210 shares 51,210 $4.34M 0.23% -39,668 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,808 shares; 2020Q2: 3,374 shares; 2020Q3: 3,348 shares; 2020Q4: 30,934 shares; 2021Q1: 55,223 shares; 2021Q2: 65,906 shares; 2021Q3: 84,324 shares; 2021Q4: 89,993 shares 89,993 $4.27M 0.23% +5,669 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,323 shares; 2020Q2: 1,490 shares; 2020Q3: 1,491 shares; 2020Q4: 1,562 shares; 2021Q1: 1,647 shares; 2021Q2: 1,644 shares; 2021Q3: 1,637 shares; 2021Q4: 1,420 shares 1,420 $4.2M 0.22% -217 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 63,206 shares; 2020Q2: 49,243 shares; 2020Q3: 53,848 shares; 2020Q4: 37,339 shares; 2021Q1: 35,066 shares; 2021Q2: 34,279 shares; 2021Q3: 30,546 shares; 2021Q4: 38,561 shares 38,561 $4.15M 0.22% +8,015 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 36,558 shares; 2020Q2: 45,370 shares; 2020Q3: 48,408 shares; 2020Q4: 47,872 shares; 2021Q1: 46,673 shares; 2021Q2: 49,086 shares; 2021Q3: 49,652 shares; 2021Q4: 48,562 shares 48,562 $4.09M 0.22% -1,090 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,538 shares; 2020Q2: 12,334 shares; 2020Q3: 12,155 shares; 2020Q4: 11,807 shares; 2021Q1: 11,774 shares; 2021Q2: 12,088 shares; 2021Q3: 11,932 shares; 2021Q4: 15,143 shares 15,143 $4.06M 0.22% +3,211 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; 2020Q1: 72,223 shares; 2020Q2: 70,905 shares; 2020Q3: 70,280 shares; 2020Q4: 69,018 shares; 2021Q1: 70,029 shares; 2021Q2: 70,200 shares; 2021Q3: 63,656 shares; 2021Q4: 63,921 shares 63,921 $4.05M 0.22% +265 Timeline LOGAN RIDGE FINANCE CORP LOGAN RIDGE FINANCE CORP More: the full row for LOGAN RIDGE FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 121,279 shares; 2021Q4: 173,462 shares 173,462 $4.03M 0.21% +52,183 IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 26,834 shares; 2020Q2: 27,472 shares; 2020Q3: 28,485 shares; 2020Q4: 28,492 shares; 2021Q1: 28,818 shares; 2021Q2: 29,347 shares; 2021Q3: 29,347 shares; 2021Q4: 34,225 shares 34,225 $4.01M 0.21% +4,878 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,196 shares; 2020Q2: 1,257 shares; 2020Q3: 1,235 shares; 2020Q4: 1,219 shares; 2021Q1: 1,352 shares; 2021Q2: 1,502 shares; 2021Q3: 1,502 shares; 2021Q4: 1,334 shares 1,334 $3.95M 0.21% -168 Timeline INNOVATOR ETFS TR INNOVATOR ETFS TR More: the full row for INNOVATOR ETFS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 43,427 shares; 2021Q2: 54,457 shares; 2021Q3: 56,257 shares; 2021Q4: 119,514 shares 119,514 $3.87M 0.21% +63,257 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; 2020Q1: 13,414 shares; 2020Q2: 8,847 shares; 2020Q3: 10,062 shares; 2020Q4: 16,941 shares; 2021Q1: 10,810 shares; 2021Q2: 10,300 shares; 2021Q3: 6,621 shares; 2021Q4: 77,401 shares 77,401 $3.82M 0.2% +70,780 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,400 shares; 2020Q2: 4,890 shares; 2020Q3: 4,890 shares; 2020Q4: 4,890 shares; 2021Q1: 4,380 shares; 2021Q2: 5,080 shares; 2021Q3: 4,860 shares; 2021Q4: 4,160 shares 4,160 $3.58M 0.19% -700 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 45,500 shares; 2020Q2: 45,790 shares; 2020Q3: 49,087 shares; 2020Q4: 50,901 shares; 2021Q1: 57,911 shares; 2021Q2: 60,699 shares; 2021Q3: 64,459 shares; 2021Q4: 66,022 shares 66,022 $3.49M 0.19% +1,563 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 28,964 shares; 2020Q2: 29,650 shares; 2020Q3: 28,309 shares; 2020Q4: 27,617 shares; 2021Q1: 28,839 shares; 2021Q2: 27,652 shares; 2021Q3: 27,930 shares; 2021Q4: 29,401 shares 29,401 $3.43M 0.18% +1,471 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 36,313 shares; 2020Q2: 34,936 shares; 2020Q3: 34,936 shares; 2020Q4: 34,336 shares; 2021Q1: 34,154 shares; 2021Q2: 35,149 shares; 2021Q3: 36,746 shares; 2021Q4: 31,523 shares 31,523 $3.33M 0.18% -5,223 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; 2020Q1: 50,435 shares; 2020Q2: 44,142 shares; 2020Q3: 45,343 shares; 2020Q4: 57,337 shares; 2021Q1: 57,680 shares; 2021Q2: 61,457 shares; 2021Q3: 61,535 shares; 2021Q4: 69,154 shares 69,154 $3.22M 0.17% +7,619 ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 15,635 shares; 2020Q2: 18,816 shares; 2020Q3: 18,533 shares; 2020Q4: 18,808 shares; 2021Q1: 18,864 shares; 2021Q2: 18,937 shares; 2021Q3: 18,964 shares; 2021Q4: 20,177 shares 20,177 $2.85M 0.15% +1,213 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,412 shares; 2020Q2: 12,617 shares; 2020Q3: 12,613 shares; 2020Q4: 12,827 shares; 2021Q1: 13,258 shares; 2021Q2: 13,233 shares; 2021Q3: 13,302 shares; 2021Q4: 13,105 shares 13,105 $2.85M 0.15% -197 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,992 shares; 2020Q2: 17,929 shares; 2020Q3: 18,486 shares; 2020Q4: 19,222 shares; 2021Q1: 18,796 shares; 2021Q2: 19,665 shares; 2021Q3: 18,044 shares; 2021Q4: 17,244 shares 17,244 $2.81M 0.15% -800 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 69,900 shares; 2021Q1: 80,800 shares; 2021Q2: 92,408 shares; 2021Q3: 90,504 shares; 2021Q4: 87,070 shares 87,070 $2.8M 0.15% -3,434 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; 2020Q1: 11,588 shares; 2020Q2: 11,515 shares; 2020Q3: 11,076 shares; 2020Q4: 11,046 shares; 2021Q1: 10,935 shares; 2021Q2: 13,711 shares; 2021Q3: 12,683 shares; 2021Q4: 12,836 shares 12,836 $2.76M 0.15% +153 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 546 shares; 2020Q2: 640 shares; 2020Q3: 2,589 shares; 2020Q4: 3,014 shares; 2021Q1: 2,435 shares; 2021Q2: 2,694 shares; 2021Q3: 2,577 shares; 2021Q4: 2,522 shares 2,522 $2.76M 0.15% -55 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; 2020Q1: 13,263 shares; 2020Q2: 13,750 shares; 2020Q3: 13,822 shares; 2020Q4: 15,021 shares; 2021Q1: 15,206 shares; 2021Q2: 16,785 shares; 2021Q3: 28,819 shares; 2021Q4: 18,550 shares 18,550 $2.72M 0.14% -10,269 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; 2020Q1: 8,335 shares; 2020Q2: 8,671 shares; 2020Q3: 8,834 shares; 2020Q4: 9,016 shares; 2021Q1: 8,733 shares; 2021Q2: 8,733 shares; 2021Q3: 8,998 shares; 2021Q4: 9,980 shares 9,980 $2.64M 0.14% +982 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 53,907 shares; 2020Q2: 54,396 shares; 2020Q3: 54,532 shares; 2020Q4: 54,281 shares; 2021Q1: 55,827 shares; 2021Q2: 55,627 shares; 2021Q3: 54,772 shares; 2021Q4: 37,986 shares 37,986 $2.58M 0.14% -16,786 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; 2020Q1: 6,885 shares; 2020Q2: 7,215 shares; 2020Q3: 6,909 shares; 2020Q4: 7,062 shares; 2021Q1: 6,597 shares; 2021Q2: 6,643 shares; 2021Q3: 6,828 shares; 2021Q4: 9,245 shares 9,245 $2.57M 0.14% +2,417 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 39,704 shares; 2020Q2: 40,253 shares; 2020Q3: 42,971 shares; 2020Q4: 43,946 shares; 2021Q1: 45,004 shares; 2021Q2: 48,746 shares; 2021Q3: 49,284 shares; 2021Q4: 49,926 shares 49,926 $2.52M 0.13% +642 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 24,639 shares; 2020Q2: 26,180 shares; 2020Q3: 25,555 shares; 2020Q4: 25,041 shares; 2021Q1: 24,701 shares; 2021Q2: 24,472 shares; 2021Q3: 24,162 shares; 2021Q4: 24,031 shares 24,031 $2.51M 0.13% -131 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,919 shares; 2020Q2: 5,606 shares; 2020Q3: 5,178 shares; 2020Q4: 5,239 shares; 2021Q1: 5,324 shares; 2021Q2: 5,175 shares; 2021Q3: 31,050 shares; 2021Q4: 38,083 shares 38,083 $2.49M 0.13% +7,033 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 29,150 shares; 2020Q2: 32,170 shares; 2020Q3: 37,111 shares; 2020Q4: 38,523 shares; 2021Q1: 41,317 shares; 2021Q2: 43,211 shares; 2021Q3: 44,277 shares; 2021Q4: 44,517 shares 44,517 $2.49M 0.13% +240 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,567 shares; 2020Q2: 5,606 shares; 2020Q3: 4,614 shares; 2020Q4: 4,667 shares; 2021Q1: 5,270 shares; 2021Q2: 6,755 shares; 2021Q3: 6,517 shares; 2021Q4: 5,345 shares 5,345 $2.49M 0.13% -1,172 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; 2020Q1: 14,038 shares; 2020Q2: 14,099 shares; 2020Q3: 16,711 shares; 2020Q4: 17,522 shares; 2021Q1: 16,079 shares; 2021Q2: 15,516 shares; 2021Q3: 16,931 shares; 2021Q4: 9,793 shares 9,793 $2.38M 0.13% -7,138 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; 2020Q1: 4,767 shares; 2020Q2: 5,098 shares; 2020Q3: 5,781 shares; 2020Q4: 22,088 shares; 2021Q1: 21,643 shares; 2021Q2: 22,577 shares; 2021Q3: 21,828 shares; 2021Q4: 25,863 shares 25,863 $2.36M 0.13% +4,035 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 24,333 shares; 2020Q2: 25,281 shares; 2020Q3: 23,279 shares; 2020Q4: 23,224 shares; 2021Q1: 23,796 shares; 2021Q2: 63,170 shares; 2021Q3: 62,098 shares; 2021Q4: 63,425 shares 63,425 $2.36M 0.13% +1,327 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; 2020Q1: 30,220 shares; 2020Q2: 30,173 shares; 2020Q3: 29,471 shares; 2020Q4: 28,559 shares; 2021Q1: 28,485 shares; 2021Q2: 27,343 shares; 2021Q3: 26,788 shares; 2021Q4: 30,360 shares 30,360 $2.35M 0.13% +3,572 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,037 shares; 2020Q2: 15,713 shares; 2020Q3: 15,678 shares; 2020Q4: 16,187 shares; 2021Q1: 15,658 shares; 2021Q2: 15,967 shares; 2021Q3: 16,156 shares; 2021Q4: 17,394 shares 17,394 $2.34M 0.12% +1,238 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 45,897 shares; 2020Q2: 44,887 shares; 2020Q3: 46,040 shares; 2020Q4: 38,415 shares; 2021Q1: 39,414 shares; 2021Q2: 40,396 shares; 2021Q3: 40,116 shares; 2021Q4: 40,892 shares 40,892 $2.33M 0.12% +776 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 60,416 shares; 2021Q2: 62,470 shares; 2021Q3: 69,022 shares; 2021Q4: 91,475 shares 91,475 $2.33M 0.12% +22,453 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,612 shares; 2020Q2: 12,966 shares; 2020Q3: 12,509 shares; 2020Q4: 12,143 shares; 2021Q1: 12,277 shares; 2021Q2: 12,107 shares; 2021Q3: 12,963 shares; 2021Q4: 13,885 shares 13,885 $2.32M 0.12% +922 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 25,139 shares; 2020Q2: 24,015 shares; 2020Q3: 23,276 shares; 2020Q4: 23,166 shares; 2021Q1: 21,145 shares; 2021Q2: 21,292 shares; 2021Q3: 21,617 shares; 2021Q4: 24,198 shares 24,198 $2.26M 0.12% +2,581 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; 2020Q1: 10,626 shares; 2020Q2: 10,818 shares; 2020Q3: 10,076 shares; 2020Q4: 10,076 shares; 2021Q1: 9,874 shares; 2021Q2: 9,210 shares; 2021Q3: 9,211 shares; 2021Q4: 9,123 shares 9,123 $2.25M 0.12% -88 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; 2020Q1: 52,793 shares; 2020Q2: 51,615 shares; 2020Q3: 51,854 shares; 2020Q4: 50,189 shares; 2021Q1: 48,797 shares; 2021Q2: 50,464 shares; 2021Q3: 51,335 shares; 2021Q4: 41,754 shares 41,754 $2.2M 0.12% -9,581 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 10,996 shares; 2020Q2: 11,954 shares; 2020Q3: 9,058 shares; 2020Q4: 8,883 shares; 2021Q1: 8,995 shares; 2021Q2: 9,094 shares; 2021Q3: 9,171 shares; 2021Q4: 13,069 shares 13,069 $2.19M 0.12% +3,898 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; 2020Q1: 3,031 shares; 2020Q2: 3,132 shares; 2020Q3: 3,164 shares; 2020Q4: 3,299 shares; 2021Q1: 3,434 shares; 2021Q2: 4,448 shares; 2021Q3: 4,955 shares; 2021Q4: 3,882 shares 3,882 $2.19M 0.12% -1,073 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 15,873 shares; 2020Q2: 15,356 shares; 2020Q3: 15,135 shares; 2020Q4: 14,889 shares; 2021Q1: 14,963 shares; 2021Q2: 14,817 shares; 2021Q3: 14,360 shares; 2021Q4: 15,327 shares 15,327 $2.16M 0.11% +967 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,897 shares; 2020Q2: 5,849 shares; 2020Q3: 5,331 shares; 2020Q4: 5,260 shares; 2021Q1: 5,426 shares; 2021Q2: 4,949 shares; 2021Q3: 4,751 shares; 2021Q4: 7,338 shares 7,338 $2.14M 0.11% +2,587 Timeline NCINO INC NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 125,000 shares; 2021Q2: 75,000 shares; 2021Q3: 75,000 shares; 2021Q4: 37,500 shares 37,500 $2.09M 0.11% -37,500 INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 40,607 shares; 2020Q2: 41,442 shares; 2020Q3: 43,378 shares; 2020Q4: 46,412 shares; 2021Q1: 43,708 shares; 2021Q2: 41,443 shares; 2021Q3: 41,350 shares; 2021Q4: 39,798 shares 39,798 $2.07M 0.11% -1,552 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 95,563 shares; 2020Q2: 91,107 shares; 2020Q3: 87,627 shares; 2020Q4: 82,111 shares; 2021Q1: 50,483 shares; 2021Q2: 48,333 shares; 2021Q3: 34,766 shares; 2021Q4: 34,384 shares 34,384 $2.01M 0.11% -382 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 24,973 shares; 2020Q2: 22,851 shares; 2020Q3: 21,851 shares; 2020Q4: 21,851 shares; 2021Q1: 21,191 shares; 2021Q2: 21,191 shares; 2021Q3: 20,756 shares; 2021Q4: 20,756 shares 20,756 $2.01M 0.11% 0 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; 2020Q1: 11,721 shares; 2020Q2: 14,142 shares; 2020Q3: 13,286 shares; 2020Q4: 13,226 shares; 2021Q1: 14,188 shares; 2021Q2: 13,232 shares; 2021Q3: 12,838 shares; 2021Q4: 14,706 shares 14,706 $1.94M 0.1% +1,868 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 17,355 shares; 2020Q2: 19,752 shares; 2020Q3: 18,504 shares; 2020Q4: 17,947 shares; 2021Q1: 17,471 shares; 2021Q2: 18,078 shares; 2021Q3: 17,744 shares; 2021Q4: 18,665 shares 18,665 $1.91M 0.1% +921 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; 2020Q1: 101,524 shares; 2020Q2: 102,044 shares; 2020Q3: 99,828 shares; 2020Q4: 98,127 shares; 2021Q1: 97,790 shares; 2021Q2: 98,817 shares; 2021Q3: 92,997 shares; 2021Q4: 74,676 shares 74,676 $1.85M 0.1% -18,321 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,006 shares; 2020Q2: 5,500 shares; 2020Q3: 5,798 shares; 2020Q4: 5,865 shares; 2021Q1: 5,944 shares; 2021Q2: 6,909 shares; 2021Q3: 7,030 shares; 2021Q4: 6,991 shares 6,991 $1.79M 0.1% -39 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 17,053 shares; 2020Q2: 16,953 shares; 2020Q3: 12,953 shares; 2020Q4: 16,846 shares; 2021Q1: 12,736 shares; 2021Q2: 13,037 shares; 2021Q3: 12,971 shares; 2021Q4: 13,204 shares 13,204 $1.78M 0.09% +233 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,175 shares; 2020Q2: 2,117 shares; 2020Q3: 2,174 shares; 2020Q4: 2,205 shares; 2021Q1: 3,916 shares; 2021Q2: 9,041 shares; 2021Q3: 7,010 shares; 2021Q4: 6,796 shares 6,796 $1.75M 0.09% -214 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; 2020Q1: 25,526 shares; 2020Q2: 26,109 shares; 2020Q3: 25,967 shares; 2020Q4: 25,498 shares; 2021Q1: 25,191 shares; 2021Q2: 23,636 shares; 2021Q3: 22,599 shares; 2021Q4: 22,905 shares 22,905 $1.75M 0.09% +306 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,785 shares; 2020Q2: 8,401 shares; 2020Q3: 9,522 shares; 2020Q4: 10,186 shares; 2021Q1: 10,244 shares; 2021Q2: 8,670 shares; 2021Q3: 8,830 shares; 2021Q4: 8,488 shares 8,488 $1.75M 0.09% -342 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 38,125 shares; 2020Q2: 35,069 shares; 2020Q3: 33,781 shares; 2020Q4: 32,131 shares; 2021Q1: 27,651 shares; 2021Q2: 27,539 shares; 2021Q3: 27,711 shares; 2021Q4: 25,918 shares 25,918 $1.74M 0.09% -1,793 Timeline INNOVATOR ETFS TR INNOVATOR ETFS TR More: the full row for INNOVATOR ETFS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 94,034 shares; 2021Q2: 68,074 shares; 2021Q3: 57,274 shares; 2021Q4: 57,274 shares 57,274 $1.73M 0.09% 0 AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,484 shares; 2020Q2: 7,533 shares; 2020Q3: 7,574 shares; 2020Q4: 7,518 shares; 2021Q1: 7,344 shares; 2021Q2: 7,403 shares; 2021Q3: 7,001 shares; 2021Q4: 7,606 shares 7,606 $1.71M 0.09% +605 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; 2020Q1: 6,391 shares; 2020Q2: 10,500 shares; 2020Q3: 12,004 shares; 2020Q4: 13,955 shares; 2021Q1: 9,164 shares; 2021Q2: 11,571 shares; 2021Q3: 14,562 shares; 2021Q4: 9,662 shares 9,662 $1.71M 0.09% -4,900 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,766 shares; 2020Q2: 4,344 shares; 2020Q3: 4,287 shares; 2020Q4: 4,249 shares; 2021Q1: 4,199 shares; 2021Q2: 4,087 shares; 2021Q3: 4,061 shares; 2021Q4: 4,861 shares 4,861 $1.71M 0.09% +800 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; 2020Q1: 19,133 shares; 2020Q2: 22,600 shares; 2020Q3: 24,210 shares; 2020Q4: 25,490 shares; 2021Q1: 27,095 shares; 2021Q2: 26,834 shares; 2021Q3: 26,908 shares; 2021Q4: 27,730 shares 27,730 $1.69M 0.09% +822 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 13,197 shares; 2020Q2: 10,303 shares; 2020Q3: 9,660 shares; 2020Q4: 9,341 shares; 2021Q1: 9,513 shares; 2021Q2: 9,409 shares; 2021Q3: 9,933 shares; 2021Q4: 22,229 shares 22,229 $1.66M 0.09% +12,296 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 101,701 shares; 2020Q4: 203,373 shares; 2021Q1: 159,122 shares; 2021Q2: 90,983 shares; 2021Q3: 90,983 shares; 2021Q4: 90,183 shares 90,183 $1.61M 0.09% -800 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 27,844 shares; 2020Q2: 27,729 shares; 2020Q3: 25,574 shares; 2020Q4: 25,574 shares; 2021Q1: 25,574 shares; 2021Q2: 25,574 shares; 2021Q3: 25,574 shares; 2021Q4: 26,057 shares 26,057 $1.6M 0.09% +483 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,869 shares; 2020Q2: 4,996 shares; 2020Q3: 4,838 shares; 2020Q4: 4,266 shares; 2021Q1: 5,529 shares; 2021Q2: 3,687 shares; 2021Q3: 4,644 shares; 2021Q4: 6,186 shares 6,186 $1.58M 0.08% +1,542 Timeline SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 5,200 shares; 2021Q4: 47,748 shares 47,748 $1.56M 0.08% +42,548 XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,776 shares; 2020Q2: 20,192 shares; 2020Q3: 21,407 shares; 2020Q4: 21,501 shares; 2021Q1: 22,134 shares; 2021Q2: 25,282 shares; 2021Q3: 25,832 shares; 2021Q4: 26,834 shares 26,834 $1.55M 0.08% +1,002 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 72,022 shares; 2020Q2: 75,326 shares; 2020Q3: 87,066 shares; 2020Q4: 75,006 shares; 2021Q1: 25,618 shares; 2021Q2: 24,359 shares; 2021Q3: 25,099 shares; 2021Q4: 25,856 shares 25,856 $1.55M 0.08% +757 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 38,223 shares; 2020Q2: 35,530 shares; 2020Q3: 30,288 shares; 2020Q4: 28,631 shares; 2021Q1: 27,892 shares; 2021Q2: 28,284 shares; 2021Q3: 29,302 shares; 2021Q4: 31,500 shares 31,500 $1.54M 0.08% +2,198 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 8,647 shares; 2020Q2: 8,688 shares; 2020Q3: 7,203 shares; 2020Q4: 7,969 shares; 2021Q1: 6,923 shares; 2021Q2: 6,905 shares; 2021Q3: 6,972 shares; 2021Q4: 8,545 shares 8,545 $1.51M 0.08% +1,573 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,205 shares; 2020Q2: 14,686 shares; 2020Q3: 13,086 shares; 2020Q4: 13,054 shares; 2021Q1: 12,982 shares; 2021Q2: 13,991 shares; 2021Q3: 14,697 shares; 2021Q4: 14,946 shares 14,946 $1.51M 0.08% +249 Timeline 26 Capital Acquisition Corp 26 Capital Acquisition Corp More: the full row for 26 Capital Acquisition Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 423,058 shares; 2021Q3: 166,054 shares; 2021Q4: 146,550 shares 146,550 $1.44M 0.08% -19,504 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; 2020Q1: 6,507 shares; 2020Q2: 6,507 shares; 2020Q3: 6,507 shares; 2020Q4: 6,507 shares; 2021Q1: 6,507 shares; 2021Q2: 7,042 shares; 2021Q3: 8,123 shares; 2021Q4: 6,507 shares 6,507 $1.44M 0.08% -1,616 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 30,733 shares; 2021Q2: 32,888 shares; 2021Q3: 37,222 shares; 2021Q4: 38,830 shares 38,830 $1.44M 0.08% +1,608 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 75,347 shares; 2021Q3: 59,431 shares; 2021Q4: 66,474 shares 66,474 $1.4M 0.07% +7,043 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 18,570 shares; 2020Q3: 17,847 shares; 2020Q4: 17,218 shares; 2021Q1: 17,256 shares; 2021Q2: 15,300 shares; 2021Q3: 15,069 shares; 2021Q4: 16,029 shares 16,029 $1.37M 0.07% +960 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 14,617 shares; 2020Q2: 15,456 shares; 2020Q3: 14,633 shares; 2020Q4: 15,213 shares; 2021Q1: 15,617 shares; 2021Q2: 15,377 shares; 2021Q3: 15,654 shares; 2021Q4: 15,248 shares 15,248 $1.36M 0.07% -406 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; 2020Q1: 2,607 shares; 2020Q2: 3,095 shares; 2020Q3: 3,170 shares; 2020Q4: 3,200 shares; 2021Q1: 3,166 shares; 2021Q2: 2,759 shares; 2021Q3: 2,798 shares; 2021Q4: 2,723 shares 2,723 $1.36M 0.07% -75 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 14,023 shares; 2020Q2: 12,639 shares; 2020Q3: 12,639 shares; 2020Q4: 12,639 shares; 2021Q1: 11,864 shares; 2021Q2: 13,707 shares; 2021Q3: 13,709 shares; 2021Q4: 19,766 shares 19,766 $1.36M 0.07% +6,057 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 17,860 shares; 2020Q2: 16,594 shares; 2020Q3: 7,929 shares; 2020Q4: 8,011 shares; 2021Q1: 8,518 shares; 2021Q2: 7,797 shares; 2021Q3: 7,122 shares; 2021Q4: 16,866 shares 16,866 $1.35M 0.07% +9,744 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 34,878 shares; 2020Q2: 34,878 shares; 2020Q3: 34,878 shares; 2020Q4: 34,878 shares; 2021Q1: 29,335 shares; 2021Q2: 27,772 shares; 2021Q3: 27,805 shares; 2021Q4: 27,772 shares 27,772 $1.33M 0.07% -33 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; 2020Q1: 4,133 shares; 2020Q2: 4,439 shares; 2020Q3: 4,612 shares; 2020Q4: 5,062 shares; 2021Q1: 7,770 shares; 2021Q2: 6,735 shares; 2021Q3: 5,787 shares; 2021Q4: 3,837 shares 3,837 $1.33M 0.07% -1,950 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 628 shares; 2020Q3: 2,021 shares; 2020Q4: 2,113 shares; 2021Q1: 2,174 shares; 2021Q2: 2,420 shares; 2021Q3: 1,176 shares; 2021Q4: 12,382 shares 12,382 $1.33M 0.07% +11,206 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 30,366 shares 30,366 $1.33M 0.07% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 34,041 shares; 2020Q2: 34,041 shares; 2020Q3: 34,041 shares; 2020Q4: 34,041 shares; 2021Q1: 34,041 shares; 2021Q2: 34,041 shares; 2021Q3: 34,041 shares; 2021Q4: 34,698 shares 34,698 $1.32M 0.07% +657 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; 2020Q1: 10,836 shares; 2020Q2: 11,142 shares; 2020Q3: 11,180 shares; 2020Q4: 11,180 shares; 2021Q1: 11,180 shares; 2021Q2: 11,125 shares; 2021Q3: 11,163 shares; 2021Q4: 11,333 shares 11,333 $1.26M 0.07% +170 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 24,661 shares; 2020Q2: 24,164 shares; 2020Q3: 23,694 shares; 2020Q4: 23,632 shares; 2021Q1: 27,005 shares; 2021Q2: 25,804 shares; 2021Q3: 26,453 shares; 2021Q4: 26,994 shares 26,994 $1.26M 0.07% +541 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 9,503 shares; 2020Q2: 4,006 shares; 2020Q3: 6,707 shares; 2020Q4: 13,547 shares; 2021Q1: 15,637 shares; 2021Q2: 15,778 shares; 2021Q3: 15,655 shares; 2021Q4: 15,774 shares 15,774 $1.24M 0.07% +119 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; 2020Q1: 10,903 shares; 2020Q2: 10,926 shares; 2020Q3: 10,747 shares; 2020Q4: 10,711 shares; 2021Q1: 10,847 shares; 2021Q2: 10,895 shares; 2021Q3: 10,622 shares; 2021Q4: 18,795 shares 18,795 $1.23M 0.07% +8,173 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 102,650 shares; 2021Q4: 38,900 shares 38,900 $1.19M 0.06% -63,750 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; 2020Q1: 19,155 shares; 2020Q2: 19,153 shares; 2020Q3: 18,253 shares; 2020Q4: 17,670 shares; 2021Q1: 17,416 shares; 2021Q2: 18,058 shares; 2021Q3: 16,828 shares; 2021Q4: 18,971 shares 18,971 $1.18M 0.06% +2,143 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,255 shares; 2020Q2: 1,332 shares; 2020Q3: 1,427 shares; 2020Q4: 1,489 shares; 2021Q1: 1,638 shares; 2021Q2: 2,774 shares; 2021Q3: 8,590 shares; 2021Q4: 3,777 shares 3,777 $1.17M 0.06% -4,813 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 8,008 shares; 2020Q2: 8,018 shares; 2020Q3: 8,395 shares; 2020Q4: 8,105 shares; 2021Q1: 7,872 shares; 2021Q2: 8,472 shares; 2021Q3: 8,026 shares; 2021Q4: 6,263 shares 6,263 $1.17M 0.06% -1,763 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; 2020Q1: 12,921 shares; 2020Q2: 12,111 shares; 2020Q3: 11,180 shares; 2020Q4: 10,538 shares; 2021Q1: 9,323 shares; 2021Q2: 9,415 shares; 2021Q3: 9,279 shares; 2021Q4: 9,212 shares 9,212 $1.16M 0.06% -67 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 20,321 shares; 2020Q2: 20,042 shares; 2020Q3: 19,926 shares; 2020Q4: 19,939 shares; 2021Q1: 19,812 shares; 2021Q2: 19,794 shares; 2021Q3: 19,794 shares; 2021Q4: 19,841 shares 19,841 $1.15M 0.06% +47 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,108 shares; 2020Q2: 7,026 shares; 2020Q3: 7,026 shares; 2020Q4: 7,004 shares; 2021Q1: 7,012 shares; 2021Q2: 6,860 shares; 2021Q3: 7,134 shares; 2021Q4: 6,639 shares 6,639 $1.13M 0.06% -495 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,719 shares; 2020Q2: 4,642 shares; 2020Q3: 4,662 shares; 2020Q4: 4,701 shares; 2021Q1: 4,859 shares; 2021Q2: 5,290 shares; 2021Q3: 5,041 shares; 2021Q4: 5,015 shares 5,015 $1.12M 0.06% -26 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,599 shares; 2020Q2: 7,617 shares; 2020Q3: 6,617 shares; 2020Q4: 6,636 shares; 2021Q1: 6,636 shares; 2021Q2: 6,608 shares; 2021Q3: 6,595 shares; 2021Q4: 6,576 shares 6,576 $1.12M 0.06% -19 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 16,000 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 31,677 shares; 2021Q3: 32,312 shares; 2021Q4: 32,312 shares 32,312 $1.1M 0.06% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,292 shares; 2020Q2: 1,292 shares; 2020Q3: 1,645 shares; 2020Q4: 2,639 shares; 2021Q1: 4,679 shares; 2021Q2: 5,007 shares; 2021Q3: 4,616 shares; 2021Q4: 4,137 shares 4,137 $1.1M 0.06% -479 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; 2020Q1: 33,585 shares; 2020Q2: 33,101 shares; 2020Q3: 27,705 shares; 2020Q4: 25,183 shares; 2021Q1: 29,386 shares; 2021Q2: 26,648 shares; 2021Q3: 26,737 shares; 2021Q4: 27,753 shares 27,753 $1.09M 0.06% +1,016 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 15,323 shares; 2020Q2: 15,441 shares; 2020Q3: 15,458 shares; 2020Q4: 20,498 shares; 2021Q1: 20,348 shares; 2021Q2: 20,738 shares; 2021Q3: 20,744 shares; 2021Q4: 24,718 shares 24,718 $1.08M 0.06% +3,974 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,377 shares; 2020Q2: 2,155 shares; 2020Q3: 2,188 shares; 2020Q4: 2,352 shares; 2021Q1: 2,696 shares; 2021Q2: 2,705 shares; 2021Q3: 2,727 shares; 2021Q4: 1,867 shares 1,867 $1.08M 0.06% -860 Timeline SPCK COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 33,800 shares; 2021Q4: 38,300 shares 38,300 $1.07M 0.06% +4,500 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; 2020Q1: 3,052 shares; 2020Q2: 4,421 shares; 2020Q3: 4,237 shares; 2020Q4: 4,150 shares; 2021Q1: 4,594 shares; 2021Q2: 5,532 shares; 2021Q3: 5,377 shares; 2021Q4: 5,439 shares 5,439 $1.04M 0.06% +62 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 14,488 shares; 2020Q2: 11,569 shares; 2020Q3: 11,747 shares; 2020Q4: 11,834 shares; 2021Q1: 12,155 shares; 2021Q2: 11,975 shares; 2021Q3: 11,975 shares; 2021Q4: 13,543 shares 13,543 $1.03M 0.05% +1,568 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,682 shares; 2020Q2: 6,340 shares; 2020Q3: 5,780 shares; 2020Q4: 5,514 shares; 2021Q1: 5,419 shares; 2021Q2: 5,361 shares; 2021Q3: 5,160 shares; 2021Q4: 5,052 shares 5,052 $1.03M 0.05% -108 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,392 shares; 2020Q2: 3,326 shares; 2020Q3: 3,196 shares; 2020Q4: 12,383 shares; 2021Q1: 12,251 shares; 2021Q2: 12,251 shares; 2021Q3: 12,251 shares; 2021Q4: 11,791 shares 11,791 $1M 0.05% -460 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,315 shares; 2020Q2: 16,782 shares; 2020Q3: 7,949 shares; 2020Q4: 8,130 shares; 2021Q1: 7,517 shares; 2021Q2: 7,546 shares; 2021Q3: 7,719 shares; 2021Q4: 17,789 shares 17,789 $993K 0.05% +10,070 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; 2020Q1: 1,360 shares; 2020Q2: 1,433 shares; 2020Q3: 1,431 shares; 2020Q4: 1,470 shares; 2021Q1: 1,325 shares; 2021Q2: 1,401 shares; 2021Q3: 1,424 shares; 2021Q4: 1,454 shares 1,454 $962K 0.05% +30 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,447 shares; 2020Q2: 6,353 shares; 2020Q3: 6,732 shares; 2020Q4: 6,232 shares; 2021Q1: 7,041 shares; 2021Q2: 7,189 shares; 2021Q3: 7,195 shares; 2021Q4: 8,074 shares 8,074 $922K 0.05% +879 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; 2020Q1: 19,183 shares; 2020Q2: 20,686 shares; 2020Q3: 19,744 shares; 2020Q4: 19,600 shares; 2021Q1: 21,421 shares; 2021Q2: 21,626 shares; 2021Q3: 21,691 shares; 2021Q4: 18,026 shares 18,026 $909K 0.05% -3,665 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; 2020Q1: 2,496 shares; 2020Q2: 2,496 shares; 2020Q3: 2,496 shares; 2020Q4: 20,032 shares; 2021Q1: 18,043 shares; 2021Q2: 18,058 shares; 2021Q3: 17,887 shares; 2021Q4: 16,909 shares 16,909 $900K 0.05% -978 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; 2020Q1: 3,538 shares; 2020Q2: 3,523 shares; 2020Q3: 3,579 shares; 2020Q4: 3,546 shares; 2021Q1: 3,549 shares; 2021Q2: 3,576 shares; 2021Q3: 3,704 shares; 2021Q4: 3,685 shares 3,685 $898K 0.05% -19 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; 2020Q1: 7 shares; 2020Q2: 7 shares; 2020Q3: 7 shares; 2020Q4: 7 shares; 2021Q1: 7 shares; 2021Q2: 7 shares; 2021Q3: 7 shares; 2021Q4: 2 shares 2 $894K 0.05% -5 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 8,744 shares; 2021Q4: 9,351 shares 9,351 $884K 0.05% +607 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,417 shares; 2020Q2: 2,778 shares; 2020Q3: 2,749 shares; 2020Q4: 6,183 shares; 2021Q1: 3,236 shares; 2021Q2: 3,628 shares; 2021Q3: 3,628 shares; 2021Q4: 3,874 shares 3,874 $868K 0.05% +246 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; 2020Q1: 4,302 shares; 2020Q2: 4,741 shares; 2020Q3: 4,469 shares; 2020Q4: 4,103 shares; 2021Q1: 4,602 shares; 2021Q2: 4,279 shares; 2021Q3: 4,123 shares; 2021Q4: 3,501 shares 3,501 $868K 0.05% -622 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; 2020Q1: 2,787 shares; 2020Q2: 2,787 shares; 2020Q3: 2,787 shares; 2020Q4: 2,787 shares; 2021Q1: 2,798 shares; 2021Q2: 2,872 shares; 2021Q3: 2,881 shares; 2021Q4: 3,016 shares 3,016 $861K 0.05% +135 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,375 shares; 2020Q2: 6,102 shares; 2020Q3: 5,952 shares; 2020Q4: 5,956 shares; 2021Q1: 5,794 shares; 2021Q2: 5,639 shares; 2021Q3: 5,187 shares; 2021Q4: 5,035 shares 5,035 $860K 0.05% -152 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,738 shares; 2020Q2: 12,135 shares; 2020Q3: 11,573 shares; 2020Q4: 11,538 shares; 2021Q1: 16,433 shares; 2021Q2: 11,231 shares; 2021Q3: 15,582 shares; 2021Q4: 11,494 shares 11,494 $841K 0.04% -4,088 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; 2020Q1: 2,886 shares; 2020Q2: 7,778 shares; 2020Q3: 7,812 shares; 2020Q4: 8,063 shares; 2021Q1: 9,047 shares; 2021Q2: 9,401 shares; 2021Q3: 9,183 shares; 2021Q4: 3,713 shares 3,713 $841K 0.04% -5,470 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; 2020Q1: 4,521 shares; 2020Q2: 5,335 shares; 2020Q3: 5,286 shares; 2020Q4: 5,286 shares; 2021Q1: 5,437 shares; 2021Q2: 5,486 shares; 2021Q3: 5,362 shares; 2021Q4: 5,933 shares 5,933 $818K 0.04% +571 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 25,991 shares 25,991 $806K 0.04% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 125 shares; 2020Q2: 125 shares; 2020Q3: 125 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 0 shares; 2021Q3: not reported; 2021Q4: 49,955 shares 49,955 $795K 0.04% new Timeline PFM 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; 2020Q1: 15,425 shares; 2020Q2: 19,966 shares; 2020Q3: 20,015 shares; 2020Q4: 20,069 shares; 2021Q1: 19,810 shares; 2021Q2: 19,859 shares; 2021Q3: 19,910 shares; 2021Q4: 19,908 shares 19,908 $788K 0.04% -2 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; 2020Q1: 9,723 shares; 2020Q2: 8,373 shares; 2020Q3: 6,938 shares; 2020Q4: 6,938 shares; 2021Q1: 5,349 shares; 2021Q2: 5,433 shares; 2021Q3: 5,273 shares; 2021Q4: 8,436 shares 8,436 $777K 0.04% +3,163 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,465 shares; 2020Q2: 5,470 shares; 2020Q3: 7,771 shares; 2020Q4: 7,201 shares; 2021Q1: 6,681 shares; 2021Q2: 6,684 shares; 2021Q3: 7,543 shares; 2021Q4: 8,151 shares 8,151 $777K 0.04% +608 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,405 shares; 2020Q2: 16,568 shares; 2020Q3: 8,064 shares; 2020Q4: 8,045 shares; 2021Q1: 7,710 shares; 2021Q2: 7,633 shares; 2021Q3: 7,651 shares; 2021Q4: 16,464 shares 16,464 $773K 0.04% +8,813 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,742 shares; 2020Q2: 4,453 shares; 2020Q3: 4,400 shares; 2020Q4: 4,627 shares; 2021Q1: 5,362 shares; 2021Q2: 5,638 shares; 2021Q3: 5,656 shares; 2021Q4: 3,031 shares 3,031 $772K 0.04% -2,625 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; 2020Q1: 5,584 shares; 2020Q2: 6,423 shares; 2020Q3: 5,606 shares; 2020Q4: 3,843 shares; 2021Q1: 4,161 shares; 2021Q2: 4,201 shares; 2021Q3: 4,177 shares; 2021Q4: 4,545 shares 4,545 $769K 0.04% +368 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,776 shares; 2020Q2: 4,324 shares; 2020Q3: 3,488 shares; 2020Q4: 3,847 shares; 2021Q1: 3,798 shares; 2021Q2: 3,761 shares; 2021Q3: 3,389 shares; 2021Q4: 3,715 shares 3,715 $766K 0.04% +326 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,680 shares; 2020Q2: 8,335 shares; 2020Q3: 8,124 shares; 2020Q4: 8,105 shares; 2021Q1: 8,050 shares; 2021Q2: 8,259 shares; 2021Q3: 8,050 shares; 2021Q4: 6,853 shares 6,853 $765K 0.04% -1,197 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; 2020Q1: 5,884 shares; 2020Q2: 5,818 shares; 2020Q3: 5,777 shares; 2020Q4: 5,541 shares; 2021Q1: 5,635 shares; 2021Q2: 5,251 shares; 2021Q3: 5,329 shares; 2021Q4: 5,394 shares 5,394 $754K 0.04% +65 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,616 shares; 2020Q2: 3,120 shares; 2020Q3: 4,752 shares; 2020Q4: 4,521 shares; 2021Q1: 4,189 shares; 2021Q2: 4,189 shares; 2021Q3: 3,373 shares; 2021Q4: 4,422 shares 4,422 $750K 0.04% +1,049 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,364 shares; 2020Q2: 2,364 shares; 2020Q3: 2,364 shares; 2020Q4: 2,363 shares; 2021Q1: 2,363 shares; 2021Q2: 2,371 shares; 2021Q3: 2,382 shares; 2021Q4: 2,393 shares 2,393 $735K 0.04% +11 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; 2020Q1: 2,811 shares; 2020Q2: 3,113 shares; 2020Q3: 2,752 shares; 2020Q4: 2,753 shares; 2021Q1: 2,776 shares; 2021Q2: 2,834 shares; 2021Q3: 2,860 shares; 2021Q4: 2,904 shares 2,904 $730K 0.04% +44 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 13,059 shares; 2020Q3: 12,355 shares; 2020Q4: 10,850 shares; 2021Q1: 9,991 shares; 2021Q2: 13,464 shares; 2021Q3: 13,219 shares; 2021Q4: 13,624 shares 13,624 $729K 0.04% +405 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 13,735 shares; 2020Q2: 14,522 shares; 2020Q3: 13,807 shares; 2020Q4: 13,392 shares; 2021Q1: 13,187 shares; 2021Q2: 12,742 shares; 2021Q3: 12,742 shares; 2021Q4: 12,742 shares 12,742 $729K 0.04% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,407 shares; 2020Q2: 2,830 shares; 2020Q3: 3,319 shares; 2020Q4: 3,710 shares; 2021Q1: 4,360 shares; 2021Q2: 4,262 shares; 2021Q3: 5,315 shares; 2021Q4: 6,223 shares 6,223 $725K 0.04% +908 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 14,225 shares; 2020Q3: 12,908 shares; 2020Q4: 12,590 shares; 2021Q1: 13,004 shares; 2021Q2: 15,930 shares; 2021Q3: 14,784 shares; 2021Q4: 13,508 shares 13,508 $719K 0.04% -1,276 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,338 shares; 2020Q2: 2,498 shares; 2020Q3: 2,093 shares; 2020Q4: 1,905 shares; 2021Q1: 1,963 shares; 2021Q2: 12,559 shares; 2021Q3: 13,146 shares; 2021Q4: 12,442 shares 12,442 $705K 0.04% -704 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 26,096 shares; 2020Q2: 16,896 shares; 2020Q3: 18,195 shares; 2020Q4: 20,477 shares; 2021Q1: 27,650 shares; 2021Q2: 29,204 shares; 2021Q3: 28,649 shares; 2021Q4: 44,105 shares 44,105 $697K 0.04% +15,456 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 36,167 shares; 2020Q2: 36,902 shares; 2020Q3: 37,156 shares; 2020Q4: 38,195 shares; 2021Q1: 38,202 shares; 2021Q2: 38,420 shares; 2021Q3: 38,643 shares; 2021Q4: 48,964 shares 48,964 $691K 0.04% +10,321 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 6,334 shares 6,334 $687K 0.04% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,611 shares; 2020Q2: 1,562 shares; 2020Q3: 1,591 shares; 2020Q4: 1,624 shares; 2021Q1: 1,878 shares; 2021Q2: 2,021 shares; 2021Q3: 2,064 shares; 2021Q4: 2,050 shares 2,050 $671K 0.04% -14 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; 2020Q1: 711 shares; 2020Q2: 711 shares; 2020Q3: 369 shares; 2020Q4: 369 shares; 2021Q1: 369 shares; 2021Q2: 708 shares; 2021Q3: 726 shares; 2021Q4: 1,927 shares 1,927 $665K 0.04% +1,201 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,886 shares; 2020Q2: 1,855 shares; 2020Q3: 1,796 shares; 2020Q4: 1,659 shares; 2021Q1: 1,674 shares; 2021Q2: 1,469 shares; 2021Q3: 1,611 shares; 2021Q4: 1,599 shares 1,599 $664K 0.04% -12 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,212 shares; 2020Q2: 3,827 shares; 2020Q3: 3,694 shares; 2020Q4: 4,253 shares; 2021Q1: 3,704 shares; 2021Q2: 6,583 shares; 2021Q3: 5,738 shares; 2021Q4: 5,765 shares 5,765 $658K 0.04% +27 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,289 shares; 2020Q2: 3,293 shares; 2020Q3: 3,487 shares; 2020Q4: 4,084 shares; 2021Q1: 3,146 shares; 2021Q2: 3,053 shares; 2021Q3: 2,935 shares; 2021Q4: 2,783 shares 2,783 $648K 0.03% -152 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,010 shares; 2020Q2: 3,010 shares; 2020Q3: 3,010 shares; 2020Q4: 3,010 shares; 2021Q1: 3,122 shares; 2021Q2: 3,010 shares; 2021Q3: 3,010 shares; 2021Q4: 3,010 shares 3,010 $644K 0.03% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 991 shares; 2020Q2: 1,038 shares; 2020Q3: 1,038 shares; 2020Q4: 1,264 shares; 2021Q1: 973 shares; 2021Q2: 977 shares; 2021Q3: 979 shares; 2021Q4: 973 shares 973 $643K 0.03% -6 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,755 shares 5,755 $637K 0.03% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 437 shares; 2020Q2: 539 shares; 2020Q3: 542 shares; 2020Q4: 577 shares; 2021Q1: 589 shares; 2021Q2: 673 shares; 2021Q3: 672 shares; 2021Q4: 941 shares 941 $634K 0.03% +269 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 36,771 shares 36,771 $627K 0.03% 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; 2020Q1: 3,700 shares; 2020Q2: 4,450 shares; 2020Q3: 7,671 shares; 2020Q4: 34,863 shares; 2021Q1: 49,613 shares; 2021Q2: 51,623 shares; 2021Q3: 51,623 shares; 2021Q4: 43,970 shares 43,970 $624K 0.03% -7,653 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; 2020Q1: 5,339 shares; 2020Q2: 62,036 shares; 2020Q3: 6,893 shares; 2020Q4: 11,992 shares; 2021Q1: 11,581 shares; 2021Q2: 11,617 shares; 2021Q3: 11,634 shares; 2021Q4: 11,867 shares 11,867 $622K 0.03% +233 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; 2020Q1: 8,915 shares; 2020Q2: 9,442 shares; 2020Q3: 8,890 shares; 2020Q4: 8,616 shares; 2021Q1: 8,126 shares; 2021Q2: 7,605 shares; 2021Q3: 7,610 shares; 2021Q4: 8,273 shares 8,273 $614K 0.03% +663 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,944 shares; 2020Q2: 7,870 shares; 2020Q3: 3,734 shares; 2020Q4: 3,801 shares; 2021Q1: 3,940 shares; 2021Q2: 4,069 shares; 2021Q3: 3,619 shares; 2021Q4: 4,009 shares 4,009 $614K 0.03% +390 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,047 shares; 2020Q2: 5,047 shares; 2020Q3: 5,047 shares; 2020Q4: 4,941 shares; 2021Q1: 5,103 shares; 2021Q2: 6,363 shares; 2021Q3: 6,383 shares; 2021Q4: 7,004 shares 7,004 $609K 0.03% +621 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,371 shares; 2020Q2: 6,910 shares; 2020Q3: 8,317 shares; 2020Q4: 8,214 shares; 2021Q1: 8,938 shares; 2021Q2: 10,753 shares; 2021Q3: 9,440 shares; 2021Q4: 14,315 shares 14,315 $598K 0.03% +4,875 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,111 shares; 2020Q2: 1,764 shares; 2020Q3: 1,881 shares; 2020Q4: 2,016 shares; 2021Q1: 2,420 shares; 2021Q2: 2,501 shares; 2021Q3: 2,237 shares; 2021Q4: 1,602 shares 1,602 $577K 0.03% -635 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,616 shares; 2020Q2: 9,245 shares; 2020Q3: 9,255 shares; 2020Q4: 9,997 shares; 2021Q1: 9,846 shares; 2021Q2: 9,883 shares; 2021Q3: 9,868 shares; 2021Q4: 10,559 shares 10,559 $569K 0.03% +691 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; 2020Q1: 4,351 shares; 2020Q2: 3,549 shares; 2020Q3: 3,556 shares; 2020Q4: 3,565 shares; 2021Q1: 3,547 shares; 2021Q2: 3,624 shares; 2021Q3: 4,260 shares; 2021Q4: 4,259 shares 4,259 $544K 0.03% -1 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 20,962 shares; 2020Q2: 19,927 shares; 2020Q3: 16,929 shares; 2020Q4: 16,896 shares; 2021Q1: 16,896 shares; 2021Q2: 17,558 shares; 2021Q3: 16,212 shares; 2021Q4: 13,795 shares 13,795 $544K 0.03% -2,417 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 24,515 shares; 2020Q2: 23,841 shares; 2020Q3: 23,841 shares; 2020Q4: 23,701 shares; 2021Q1: 23,701 shares; 2021Q2: 25,390 shares; 2021Q3: 25,199 shares; 2021Q4: 24,807 shares 24,807 $543K 0.03% -392 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 11,203 shares; 2020Q2: 9,066 shares; 2020Q3: 8,938 shares; 2020Q4: 8,531 shares; 2021Q1: 8,188 shares; 2021Q2: 8,188 shares; 2021Q3: 8,188 shares; 2021Q4: 8,635 shares 8,635 $539K 0.03% +447 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,645 shares; 2020Q2: 608 shares; 2020Q3: 840 shares; 2020Q4: 609 shares; 2021Q1: 687 shares; 2021Q2: 681 shares; 2021Q3: 684 shares; 2021Q4: 4,149 shares 4,149 $533K 0.03% +3,465 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 322 shares; 2020Q2: 912 shares; 2020Q3: 550 shares; 2020Q4: 3,149 shares; 2021Q1: 1,957 shares; 2021Q2: 3,381 shares; 2021Q3: 1,905 shares; 2021Q4: 3,428 shares 3,428 $529K 0.03% +1,523 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,786 shares; 2020Q2: 1,746 shares; 2020Q3: 1,746 shares; 2020Q4: 6,563 shares; 2021Q1: 6,142 shares; 2021Q2: 6,142 shares; 2021Q3: 9,438 shares; 2021Q4: 4,526 shares 4,526 $529K 0.03% -4,912 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 850 shares; 2020Q2: 850 shares; 2020Q3: 850 shares; 2020Q4: 850 shares; 2021Q1: 850 shares; 2021Q2: 850 shares; 2021Q3: 857 shares; 2021Q4: 858 shares 858 $514K 0.03% +1 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,090 shares; 2021Q3: 2,521 shares; 2021Q4: 12,873 shares 12,873 $511K 0.03% +10,352 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 16 shares; 2021Q1: 16 shares; 2021Q2: 16 shares; 2021Q3: 16 shares; 2021Q4: 836 shares 836 $508K 0.03% +820 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,464 shares; 2020Q2: 3,495 shares; 2020Q3: 3,045 shares; 2020Q4: 3,045 shares; 2021Q1: 3,045 shares; 2021Q2: 3,053 shares; 2021Q3: 3,053 shares; 2021Q4: 3,693 shares 3,693 $508K 0.03% +640 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,675 shares; 2020Q2: 7,209 shares; 2020Q3: 7,389 shares; 2020Q4: 7,398 shares; 2021Q1: 6,874 shares; 2021Q2: 6,819 shares; 2021Q3: 6,858 shares; 2021Q4: 6,986 shares 6,986 $508K 0.03% +128 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; 2020Q1: 3,290 shares; 2020Q2: 3,277 shares; 2020Q3: 3,264 shares; 2020Q4: 3,138 shares; 2021Q1: 3,434 shares; 2021Q2: 2,679 shares; 2021Q3: 2,762 shares; 2021Q4: 2,641 shares 2,641 $506K 0.03% -121 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 8,579 shares; 2020Q2: 7,212 shares; 2020Q3: 2,372 shares; 2020Q4: 2,372 shares; 2021Q1: 2,372 shares; 2021Q2: 2,372 shares; 2021Q3: 2,468 shares; 2021Q4: 4,321 shares 4,321 $503K 0.03% +1,853 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; 2020Q1: 27,669 shares; 2020Q2: 23,415 shares; 2020Q3: 19,825 shares; 2020Q4: 19,486 shares; 2021Q1: 22,071 shares; 2021Q2: 19,730 shares; 2021Q3: 18,682 shares; 2021Q4: 24,113 shares 24,113 $501K 0.03% +5,431 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,712 shares; 2020Q2: 3,651 shares; 2020Q3: 3,651 shares; 2020Q4: 3,651 shares; 2021Q1: 5,986 shares; 2021Q2: 5,986 shares; 2021Q3: 15,402 shares; 2021Q4: 19,453 shares 19,453 $501K 0.03% +4,051 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,995 shares; 2020Q2: 7,630 shares; 2020Q3: 5,058 shares; 2020Q4: 5,061 shares; 2021Q1: 6,229 shares; 2021Q2: 11,097 shares; 2021Q3: 10,827 shares; 2021Q4: 11,267 shares 11,267 $496K 0.03% +440 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; 2020Q1: 1,246 shares; 2020Q2: 3,546 shares; 2020Q3: 3,631 shares; 2020Q4: 3,631 shares; 2021Q1: 3,631 shares; 2021Q2: 3,659 shares; 2021Q3: 3,680 shares; 2021Q4: 3,704 shares 3,704 $483K 0.03% +24 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,229 shares; 2020Q2: 11,896 shares; 2020Q3: 11,727 shares; 2020Q4: 11,732 shares; 2021Q1: 11,796 shares; 2021Q2: 10,859 shares; 2021Q3: 10,364 shares; 2021Q4: 12,826 shares 12,826 $479K 0.03% +2,462 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 9,108 shares; 2020Q2: 9,252 shares; 2020Q3: 8,905 shares; 2020Q4: 8,948 shares; 2021Q1: 8,642 shares; 2021Q2: 8,721 shares; 2021Q3: 8,771 shares; 2021Q4: 7,260 shares 7,260 $479K 0.03% -1,511 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; 2020Q1: 2,170 shares; 2020Q2: 1,942 shares; 2020Q3: 1,929 shares; 2020Q4: 1,738 shares; 2021Q1: 2,121 shares; 2021Q2: 2,219 shares; 2021Q3: 2,239 shares; 2021Q4: 2,316 shares 2,316 $475K 0.03% +77 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 79,277 shares; 2020Q2: 79,325 shares; 2020Q3: 63,813 shares; 2020Q4: 64,514 shares; 2021Q1: 64,963 shares; 2021Q2: 65,660 shares; 2021Q3: 64,273 shares; 2021Q4: 2,904 shares 2,904 $471K 0.03% -61,369 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,938 shares; 2020Q2: 6,439 shares; 2020Q3: 6,384 shares; 2020Q4: 6,390 shares; 2021Q1: 7,478 shares; 2021Q2: 6,459 shares; 2021Q3: 6,212 shares; 2021Q4: 6,450 shares 6,450 $469K 0.02% +238 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,416 shares; 2020Q2: 17,641 shares; 2020Q3: 19,941 shares; 2020Q4: 20,970 shares; 2021Q1: 20,336 shares; 2021Q2: 20,546 shares; 2021Q3: 21,626 shares; 2021Q4: 21,981 shares 21,981 $466K 0.02% +355 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 8,194 shares; 2020Q2: 8,194 shares; 2020Q3: 7,994 shares; 2020Q4: 5,772 shares; 2021Q1: 5,772 shares; 2021Q2: 5,772 shares; 2021Q3: 5,772 shares; 2021Q4: 5,765 shares 5,765 $463K 0.02% -7 ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,188 shares; 2020Q2: 2,224 shares; 2020Q3: 2,261 shares; 2020Q4: 2,230 shares; 2021Q1: 2,277 shares; 2021Q2: 2,287 shares; 2021Q3: 2,365 shares; 2021Q4: 3,948 shares 3,948 $458K 0.02% +1,583 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,319 shares; 2020Q2: 4,319 shares; 2020Q3: 4,319 shares; 2020Q4: 4,319 shares; 2021Q1: 4,169 shares; 2021Q2: 4,194 shares; 2021Q3: 4,195 shares; 2021Q4: 5,279 shares 5,279 $457K 0.02% +1,084 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 26,950 shares; 2020Q3: 234,668 shares; 2020Q4: 222,113 shares; 2021Q1: 99,690 shares; 2021Q2: 81,250 shares; 2021Q3: 14,318 shares; 2021Q4: 14,318 shares 14,318 $435K 0.02% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 262 shares; 2020Q2: 262 shares; 2020Q3: 262 shares; 2020Q4: 262 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 15,945 shares 15,945 $433K 0.02% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 8,105 shares; 2020Q2: 8,105 shares; 2020Q3: 7,799 shares; 2020Q4: 7,799 shares; 2021Q1: 8,202 shares; 2021Q2: 7,383 shares; 2021Q3: 7,130 shares; 2021Q4: 7,240 shares 7,240 $423K 0.02% +110 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 21,105 shares; 2020Q2: 19,148 shares; 2020Q3: 17,174 shares; 2020Q4: 15,461 shares; 2021Q1: 16,628 shares; 2021Q2: 18,335 shares; 2021Q3: 15,793 shares; 2021Q4: 15,607 shares 15,607 $423K 0.02% -186 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; 2020Q1: 996 shares; 2020Q2: 1,280 shares; 2020Q3: 1,166 shares; 2020Q4: 1,166 shares; 2021Q1: 1,025 shares; 2021Q2: 1,108 shares; 2021Q3: 1,072 shares; 2021Q4: 1,197 shares 1,197 $419K 0.02% +125 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6 shares; 2020Q2: 6 shares; 2020Q3: 6 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 13,974 shares 13,974 $419K 0.02% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,734 shares; 2020Q2: 3,734 shares; 2020Q3: 3,437 shares; 2020Q4: 3,445 shares; 2021Q1: 3,479 shares; 2021Q2: 3,402 shares; 2021Q3: 3,397 shares; 2021Q4: 3,241 shares 3,241 $414K 0.02% -156 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 28,293 shares; 2020Q2: 28,294 shares; 2020Q3: 28,292 shares; 2020Q4: 28,293 shares; 2021Q1: 26,004 shares; 2021Q2: 26,005 shares; 2021Q3: 26,006 shares; 2021Q4: 26,952 shares 26,952 $413K 0.02% +946 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,368 shares; 2020Q2: 1,368 shares; 2020Q3: 1,368 shares; 2020Q4: 1,391 shares; 2021Q1: 1,368 shares; 2021Q2: 1,368 shares; 2021Q3: 1,391 shares; 2021Q4: 1,343 shares 1,343 $412K 0.02% -48 IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,760 shares; 2020Q2: 2,638 shares; 2020Q3: 2,638 shares; 2020Q4: 2,638 shares; 2021Q1: 2,638 shares; 2021Q2: 2,638 shares; 2021Q3: 2,638 shares; 2021Q4: 4,963 shares 4,963 $411K 0.02% +2,325 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 9 shares; 2020Q2: 9 shares; 2020Q3: 9 shares; 2020Q4: 9 shares; 2021Q1: 9 shares; 2021Q2: 9 shares; 2021Q3: 9 shares; 2021Q4: 5,834 shares 5,834 $408K 0.02% +5,825 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,608 shares; 2020Q2: 4,440 shares; 2020Q3: 4,330 shares; 2020Q4: 4,618 shares; 2021Q1: 4,598 shares; 2021Q2: 4,466 shares; 2021Q3: 4,167 shares; 2021Q4: 4,367 shares 4,367 $405K 0.02% +200 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,079 shares; 2020Q2: 1,111 shares; 2020Q3: 1,090 shares; 2020Q4: 1,378 shares; 2021Q1: 1,378 shares; 2021Q2: 1,494 shares; 2021Q3: 1,497 shares; 2021Q4: 1,497 shares 1,497 $404K 0.02% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5,460 shares; 2021Q3: 5,460 shares; 2021Q4: 5,460 shares 5,460 $401K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 9,900 shares; 2020Q2: 9,084 shares; 2020Q3: 9,029 shares; 2020Q4: 9,208 shares; 2021Q1: 9,276 shares; 2021Q2: 9,233 shares; 2021Q3: 6,177 shares; 2021Q4: 6,433 shares 6,433 $385K 0.02% +256 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,058 shares; 2021Q1: 3,387 shares; 2021Q2: 4,271 shares; 2021Q3: 4,374 shares; 2021Q4: 4,502 shares 4,502 $376K 0.02% +128 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; 2020Q1: 913 shares; 2020Q2: 913 shares; 2020Q3: 820 shares; 2020Q4: 863 shares; 2021Q1: 987 shares; 2021Q2: 987 shares; 2021Q3: 1,033 shares; 2021Q4: 1,034 shares 1,034 $375K 0.02% +1 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,520 shares; 2020Q2: 2,519 shares; 2020Q3: 2,532 shares; 2020Q4: 2,547 shares; 2021Q1: 2,570 shares; 2021Q2: 2,607 shares; 2021Q3: 2,637 shares; 2021Q4: 2,800 shares 2,800 $374K 0.02% +163 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 45,277 shares; 2020Q3: 50,121 shares; 2020Q4: 49,152 shares; 2021Q1: 44,699 shares; 2021Q2: 10,344 shares; 2021Q3: 10,355 shares; 2021Q4: 11,237 shares 11,237 $372K 0.02% +882 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 6,372 shares; 2020Q3: 5,967 shares; 2020Q4: 5,224 shares; 2021Q1: 4,868 shares; 2021Q2: 4,703 shares; 2021Q3: 4,178 shares; 2021Q4: 4,196 shares 4,196 $363K 0.02% +18 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 17,906 shares; 2020Q2: 11,408 shares; 2020Q3: 3,975 shares; 2020Q4: 3,991 shares; 2021Q1: 4,671 shares; 2021Q2: 4,363 shares; 2021Q3: 4,334 shares; 2021Q4: 2,700 shares 2,700 $359K 0.02% -1,634 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,937 shares; 2020Q2: 3,812 shares; 2020Q3: 3,800 shares; 2020Q4: 3,800 shares; 2021Q1: 3,805 shares; 2021Q2: 3,818 shares; 2021Q3: 3,823 shares; 2021Q4: 3,823 shares 3,823 $358K 0.02% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,450 shares 4,450 $355K 0.02% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 14,066 shares; 2020Q2: 14,213 shares; 2020Q3: 17,059 shares; 2020Q4: 14,560 shares; 2021Q1: 17,010 shares; 2021Q2: 15,331 shares; 2021Q3: 15,443 shares; 2021Q4: 15,353 shares 15,353 $354K 0.02% -90 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,676 shares; 2021Q2: 5,794 shares; 2021Q3: 6,360 shares; 2021Q4: 6,965 shares 6,965 $354K 0.02% +605 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,330 shares; 2020Q2: 485 shares; 2020Q3: 469 shares; 2020Q4: 863 shares; 2021Q1: 1,213 shares; 2021Q2: 906 shares; 2021Q3: 876 shares; 2021Q4: 576 shares 576 $353K 0.02% -300 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,000 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares; 2021Q1: 4,000 shares; 2021Q2: 4,000 shares; 2021Q3: 4,000 shares; 2021Q4: 4,000 shares 4,000 $352K 0.02% 0 Timeline JIG 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,229 shares; 2021Q1: 2,047 shares; 2021Q2: 4,225 shares; 2021Q3: 4,511 shares; 2021Q4: 4,607 shares 4,607 $352K 0.02% +96 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,047 shares; 2020Q2: 3,117 shares; 2020Q3: 3,155 shares; 2020Q4: 3,155 shares; 2021Q1: 3,997 shares; 2021Q2: 2,966 shares; 2021Q3: 3,031 shares; 2021Q4: 2,529 shares 2,529 $350K 0.02% -502 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,528 shares; 2020Q2: 4,528 shares; 2020Q3: 4,528 shares; 2020Q4: 4,528 shares; 2021Q1: 4,528 shares; 2021Q2: 4,528 shares; 2021Q3: 4,528 shares; 2021Q4: 4,528 shares 4,528 $349K 0.02% 0 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; 2020Q1: 14,166 shares; 2020Q2: 10,631 shares; 2020Q3: 10,952 shares; 2020Q4: 10,001 shares; 2021Q1: 9,672 shares; 2021Q2: 8,620 shares; 2021Q3: 8,921 shares; 2021Q4: 4,776 shares 4,776 $348K 0.02% -4,145 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; 2020Q1: 1,695 shares; 2020Q2: 1,695 shares; 2020Q3: 1,780 shares; 2020Q4: 1,780 shares; 2021Q1: 1,780 shares; 2021Q2: 1,780 shares; 2021Q3: 1,780 shares; 2021Q4: 2,040 shares 2,040 $345K 0.02% +260 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,496 shares; 2020Q2: 1,496 shares; 2020Q3: 1,466 shares; 2020Q4: 3,162 shares; 2021Q1: 2,962 shares; 2021Q2: 2,962 shares; 2021Q3: 2,962 shares; 2021Q4: 2,962 shares 2,962 $344K 0.02% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 87 shares; 2020Q2: 1,823 shares; 2020Q3: 289 shares; 2020Q4: 106 shares; 2021Q1: 1,720 shares; 2021Q2: 2,713 shares; 2021Q3: 2,978 shares; 2021Q4: 3,151 shares 3,151 $343K 0.02% +173 Timeline BXC BLUELINX HLDGS INC More: the full row for BLUELINX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,500 shares; 2020Q2: 1,500 shares; 2020Q3: 1,500 shares; 2020Q4: 1,500 shares; 2021Q1: 1,000 shares; 2021Q2: 1,800 shares; 2021Q3: 1,800 shares; 2021Q4: 3,800 shares 3,800 $342K 0.02% +2,000 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,885 shares; 2020Q2: 4,885 shares; 2020Q3: 4,976 shares; 2020Q4: 5,096 shares; 2021Q1: 5,096 shares; 2021Q2: 5,121 shares; 2021Q3: 5,123 shares; 2021Q4: 5,167 shares 5,167 $341K 0.02% +44 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 888 shares; 2020Q2: 799 shares; 2020Q3: 694 shares; 2020Q4: 694 shares; 2021Q1: 762 shares; 2021Q2: 379 shares; 2021Q3: 525 shares; 2021Q4: 514 shares 514 $335K 0.02% -11 Timeline IZRL ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 13,500 shares; 2020Q2: 11,500 shares; 2020Q3: 11,500 shares; 2020Q4: 11,500 shares; 2021Q1: 11,500 shares; 2021Q2: 11,500 shares; 2021Q3: 11,500 shares; 2021Q4: 11,500 shares 11,500 $330K 0.02% 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; 2020Q1: 2,501 shares; 2020Q2: 2,256 shares; 2020Q3: 2,395 shares; 2020Q4: 3,423 shares; 2021Q1: 3,895 shares; 2021Q2: 6,790 shares; 2021Q3: 6,856 shares; 2021Q4: 6,372 shares 6,372 $326K 0.02% -484 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 79 shares; 2020Q2: 206 shares; 2020Q3: 206 shares; 2020Q4: 213 shares; 2021Q1: 213 shares; 2021Q2: 213 shares; 2021Q3: 213 shares; 2021Q4: 267 shares 267 $325K 0.02% +54 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 8,922 shares; 2020Q2: 8,941 shares; 2020Q3: 5,958 shares; 2020Q4: 6,491 shares; 2021Q1: 6,503 shares; 2021Q2: 6,473 shares; 2021Q3: 9,723 shares; 2021Q4: 3,223 shares 3,223 $325K 0.02% -6,500 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 710 shares; 2020Q2: 3,006 shares; 2020Q3: 6,096 shares; 2020Q4: 4,118 shares; 2021Q1: 3,862 shares; 2021Q2: 3,311 shares; 2021Q3: 3,489 shares; 2021Q4: 2,959 shares 2,959 $323K 0.02% -530 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,918 shares; 2020Q2: 1,918 shares; 2020Q3: 1,918 shares; 2020Q4: 1,877 shares; 2021Q1: 1,577 shares; 2021Q2: 1,588 shares; 2021Q3: 1,588 shares; 2021Q4: 1,588 shares 1,588 $316K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 25,388 shares; 2020Q2: 26,461 shares; 2020Q3: 26,931 shares; 2020Q4: 26,998 shares; 2021Q1: 27,462 shares; 2021Q2: 28,930 shares; 2021Q3: 8,688 shares; 2021Q4: 14,662 shares 14,662 $316K 0.02% +5,974 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 8,800 shares 8,800 $316K 0.02% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,568 shares; 2020Q2: 2,568 shares; 2020Q3: 2,568 shares; 2020Q4: 2,595 shares; 2021Q1: 2,595 shares; 2021Q2: 2,595 shares; 2021Q3: 2,595 shares; 2021Q4: 2,595 shares 2,595 $315K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,317 shares; 2020Q2: 4,859 shares; 2020Q3: 1,872 shares; 2020Q4: 10,688 shares; 2021Q1: 1,875 shares; 2021Q2: 2,616 shares; 2021Q3: 2,212 shares; 2021Q4: 2,969 shares 2,969 $315K 0.02% +757 Timeline WISDOMTREE FLOATING RATETRE… WISDOMTREE FLOATING RATETREASURY … More: the full row for WISDOMTREE FLOATING RATETREASURY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 16,727 shares; 2020Q2: 129,415 shares; 2020Q3: 36,157 shares; 2020Q4: 24,859 shares; 2021Q1: 3,376 shares; 2021Q2: 3,276 shares; 2021Q3: 3,584 shares; 2021Q4: 12,526 shares 12,526 $314K 0.02% +8,942 RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,010 shares; 2021Q3: 1,169 shares; 2021Q4: 1,160 shares 1,160 $310K 0.02% -9 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,900 shares; 2020Q2: 4,682 shares; 2020Q3: 4,682 shares; 2020Q4: 4,682 shares; 2021Q1: 15,798 shares; 2021Q2: 15,914 shares; 2021Q3: 17,113 shares; 2021Q4: 5,015 shares 5,015 $310K 0.02% -12,098 Timeline OSI ETF TR OSI ETF TR More: the full row for OSI ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,210 shares; 2020Q2: 6,973 shares; 2020Q3: 6,973 shares; 2020Q4: 6,973 shares; 2021Q1: 7,733 shares; 2021Q2: 8,308 shares; 2021Q3: 8,308 shares; 2021Q4: 8,308 shares 8,308 $308K 0.02% 0 GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,198 shares; 2020Q2: 1,279 shares; 2020Q3: 1,275 shares; 2020Q4: 1,276 shares; 2021Q1: 1,321 shares; 2021Q2: 1,341 shares; 2021Q3: 1,415 shares; 2021Q4: 1,482 shares 1,482 $307K 0.02% +67 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 294 shares; 2020Q2: 355 shares; 2020Q3: 451 shares; 2020Q4: 376 shares; 2021Q1: 394 shares; 2021Q2: 682 shares; 2021Q3: 613 shares; 2021Q4: 457 shares 457 $303K 0.02% -156 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,293 shares; 2020Q2: 1,015 shares; 2020Q3: 910 shares; 2020Q4: 6,789 shares; 2021Q1: 6,367 shares; 2021Q2: 6,367 shares; 2021Q3: 6,367 shares; 2021Q4: 6,367 shares 6,367 $302K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,905 shares; 2020Q2: 2,476 shares; 2020Q3: 2,476 shares; 2020Q4: 2,476 shares; 2021Q1: 2,476 shares; 2021Q2: 2,476 shares; 2021Q3: 2,476 shares; 2021Q4: 2,476 shares 2,476 $301K 0.02% 0 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; 2020Q1: 25,728 shares; 2020Q2: 25,595 shares; 2020Q3: 29,555 shares; 2020Q4: 29,862 shares; 2021Q1: 30,241 shares; 2021Q2: 31,098 shares; 2021Q3: 32,026 shares; 2021Q4: 2,972 shares 2,972 $301K 0.02% -29,054 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 12,220 shares; 2021Q2: 9,615 shares; 2021Q3: 9,175 shares; 2021Q4: 11,825 shares 11,825 $299K 0.02% +2,650 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,168 shares; 2020Q2: 5,011 shares; 2020Q3: 4,222 shares; 2020Q4: 4,028 shares; 2021Q1: 4,156 shares; 2021Q2: 4,018 shares; 2021Q3: 3,458 shares; 2021Q4: 3,408 shares 3,408 $298K 0.02% -50 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,298 shares; 2020Q2: 2,393 shares; 2020Q3: 2,587 shares; 2020Q4: 2,220 shares; 2021Q1: 2,227 shares; 2021Q2: 2,477 shares; 2021Q3: 4,018 shares; 2021Q4: 1,882 shares 1,882 $293K 0.02% -2,136 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,542 shares; 2020Q2: 2,484 shares; 2020Q3: 2,153 shares; 2020Q4: 2,071 shares; 2021Q1: 1,795 shares; 2021Q2: 1,861 shares; 2021Q3: 1,394 shares; 2021Q4: 1,332 shares 1,332 $293K 0.02% -62 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,213 shares; 2020Q2: 1,413 shares; 2020Q3: 1,490 shares; 2020Q4: 1,490 shares; 2021Q1: 1,592 shares; 2021Q2: 1,841 shares; 2021Q3: 1,652 shares; 2021Q4: 1,540 shares 1,540 $292K 0.02% -112 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 370 shares; 2020Q2: 370 shares; 2020Q3: 370 shares; 2020Q4: 370 shares; 2021Q1: 370 shares; 2021Q2: 370 shares; 2021Q3: 950 shares; 2021Q4: 950 shares 950 $292K 0.02% 0 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 8,505 shares; 2020Q2: 8,616 shares; 2020Q3: 7,593 shares; 2020Q4: 6,903 shares; 2021Q1: 7,403 shares; 2021Q2: 7,403 shares; 2021Q3: 6,428 shares; 2021Q4: 6,572 shares 6,572 $291K 0.02% +144 EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,889 shares; 2020Q2: 7,944 shares; 2020Q3: 6,431 shares; 2020Q4: 6,814 shares; 2021Q1: 6,890 shares; 2021Q2: 6,633 shares; 2021Q3: 6,548 shares; 2021Q4: 5,304 shares 5,304 $290K 0.02% -1,244 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,160 shares; 2020Q2: 989 shares; 2020Q3: 1,069 shares; 2020Q4: 1,069 shares; 2021Q1: 1,066 shares; 2021Q2: 1,014 shares; 2021Q3: 983 shares; 2021Q4: 1,078 shares 1,078 $289K 0.02% +95 Timeline PROTERRA INC PROTERRA INC More: the full row for PROTERRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 33,500 shares; 2021Q4: 31,500 shares 31,500 $281K 0.01% -2,000 IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 664 shares; 2020Q2: 664 shares; 2020Q3: 656 shares; 2020Q4: 656 shares; 2021Q1: 656 shares; 2021Q2: 971 shares; 2021Q3: 971 shares; 2021Q4: 946 shares 946 $280K 0.01% -25 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 2,010 shares; 2020Q3: 2,010 shares; 2020Q4: 1,220 shares; 2021Q1: not reported; 2021Q2: 8,710 shares; 2021Q3: 8,710 shares; 2021Q4: 8,710 shares 8,710 $280K 0.01% 0 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,678 shares; 2021Q2: 4,428 shares; 2021Q3: 4,476 shares; 2021Q4: 5,266 shares 5,266 $271K 0.01% +790 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; 2020Q1: 2,577 shares; 2020Q2: 2,305 shares; 2020Q3: 2,267 shares; 2020Q4: 2,223 shares; 2021Q1: 3,272 shares; 2021Q2: 2,801 shares; 2021Q3: 2,416 shares; 2021Q4: 2,358 shares 2,358 $268K 0.01% -58 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 8,077 shares; 2020Q2: 8,404 shares; 2020Q3: 5,966 shares; 2020Q4: 5,532 shares; 2021Q1: 6,466 shares; 2021Q2: 6,381 shares; 2021Q3: 5,009 shares; 2021Q4: 4,411 shares 4,411 $267K 0.01% -598 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,167 shares; 2020Q2: 3,417 shares; 2020Q3: 3,417 shares; 2020Q4: 3,415 shares; 2021Q1: 2,965 shares; 2021Q2: 2,986 shares; 2021Q3: 2,986 shares; 2021Q4: 5,373 shares 5,373 $267K 0.01% +2,387 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,000 shares; 2020Q2: 12,000 shares; 2020Q3: 12,000 shares; 2020Q4: 12,000 shares; 2021Q1: 12,000 shares; 2021Q2: 12,000 shares; 2021Q3: 12,000 shares; 2021Q4: 12,000 shares 12,000 $266K 0.01% 0 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; 2020Q1: 2,750 shares; 2020Q2: 2,750 shares; 2020Q3: 2,750 shares; 2020Q4: 2,648 shares; 2021Q1: 2,368 shares; 2021Q2: 2,394 shares; 2021Q3: 2,629 shares; 2021Q4: 3,153 shares 3,153 $264K 0.01% +524 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 7,504 shares; 2021Q4: 7,504 shares 7,504 $264K 0.01% 0 Timeline TZA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,500 shares; 2021Q2: 25,000 shares; 2021Q3: not reported; 2021Q4: 10,000 shares 10,000 $264K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 744 shares; 2020Q2: 744 shares; 2020Q3: 595 shares; 2020Q4: 595 shares; 2021Q1: 596 shares; 2021Q2: 600 shares; 2021Q3: 600 shares; 2021Q4: 597 shares 597 $263K 0.01% -3 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,312 shares; 2020Q2: 1,209 shares; 2020Q3: 1,209 shares; 2020Q4: 2,418 shares; 2021Q1: 4,142 shares; 2021Q2: 2,608 shares; 2021Q3: 2,608 shares; 2021Q4: 2,386 shares 2,386 $262K 0.01% -222 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,285 shares; 2020Q2: 6,386 shares; 2020Q3: 6,873 shares; 2020Q4: 7,608 shares; 2021Q1: 7,421 shares; 2021Q2: 6,997 shares; 2021Q3: 6,969 shares; 2021Q4: 7,130 shares 7,130 $262K 0.01% +161 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; 2020Q1: 2,799 shares; 2020Q2: 2,744 shares; 2020Q3: 3,148 shares; 2020Q4: 2,653 shares; 2021Q1: 3,312 shares; 2021Q2: 3,219 shares; 2021Q3: 3,219 shares; 2021Q4: 3,219 shares 3,219 $260K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,556 shares; 2020Q2: 5,127 shares; 2020Q3: 4,438 shares; 2020Q4: 4,458 shares; 2021Q1: 4,861 shares; 2021Q2: 4,950 shares; 2021Q3: 4,504 shares; 2021Q4: 4,327 shares 4,327 $260K 0.01% -177 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,443 shares; 2020Q2: 2,426 shares; 2020Q3: 1,297 shares; 2020Q4: 1,264 shares; 2021Q1: 1,247 shares; 2021Q2: 1,266 shares; 2021Q3: 1,284 shares; 2021Q4: 1,292 shares 1,292 $259K 0.01% +8 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 984 shares; 2020Q2: 1,016 shares; 2020Q3: 1,016 shares; 2020Q4: 1,016 shares; 2021Q1: 1,147 shares; 2021Q2: 1,111 shares; 2021Q3: 1,177 shares; 2021Q4: 1,045 shares 1,045 $256K 0.01% -132 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,449 shares; 2020Q2: 3,449 shares; 2020Q3: 3,449 shares; 2020Q4: 3,449 shares; 2021Q1: 3,471 shares; 2021Q2: 3,571 shares; 2021Q3: 3,575 shares; 2021Q4: 3,568 shares 3,568 $253K 0.01% -7 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 28,724 shares; 2020Q2: 5,270 shares; 2020Q3: 5,028 shares; 2020Q4: 4,959 shares; 2021Q1: 4,737 shares; 2021Q2: 4,706 shares; 2021Q3: 4,412 shares; 2021Q4: 4,269 shares 4,269 $253K 0.01% -143 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 9,128 shares; 2020Q2: 13,552 shares; 2020Q3: 13,963 shares; 2020Q4: 12,256 shares; 2021Q1: 14,313 shares; 2021Q2: 12,712 shares; 2021Q3: 11,780 shares; 2021Q4: 15,096 shares 15,096 $249K 0.01% +3,316 PDP 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; 2020Q1: 17,532 shares; 2020Q2: 17,639 shares; 2020Q3: 17,923 shares; 2020Q4: 17,743 shares; 2021Q1: 17,743 shares; 2021Q2: 17,743 shares; 2021Q3: 17,299 shares; 2021Q4: 2,603 shares 2,603 $248K 0.01% -14,696 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,200 shares; 2020Q2: 1,496 shares; 2020Q3: 1,812 shares; 2020Q4: 1,435 shares; 2021Q1: 4,408 shares; 2021Q2: 5,522 shares; 2021Q3: 4,363 shares; 2021Q4: 4,412 shares 4,412 $247K 0.01% +49 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 20,434 shares; 2020Q2: 21,952 shares; 2020Q3: 26,585 shares; 2020Q4: 25,287 shares; 2021Q1: 31,524 shares; 2021Q2: 45,889 shares; 2021Q3: 46,275 shares; 2021Q4: 2,881 shares 2,881 $246K 0.01% -43,394 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 13,925 shares; 2020Q3: 7,752 shares; 2020Q4: 7,456 shares; 2021Q1: 7,276 shares; 2021Q2: 7,128 shares; 2021Q3: 7,131 shares; 2021Q4: 6,941 shares 6,941 $245K 0.01% -190 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,217 shares; 2020Q2: 1,218 shares; 2020Q3: 1,218 shares; 2020Q4: 1,275 shares; 2021Q1: 1,360 shares; 2021Q2: 1,369 shares; 2021Q3: 1,371 shares; 2021Q4: 2,738 shares 2,738 $244K 0.01% +1,367 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,350 shares; 2020Q2: 1,350 shares; 2020Q3: 1,350 shares; 2020Q4: 1,350 shares; 2021Q1: 1,361 shares; 2021Q2: 1,369 shares; 2021Q3: 1,369 shares; 2021Q4: 1,359 shares 1,359 $242K 0.01% -10 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,275 shares; 2020Q2: 4,339 shares; 2020Q3: 4,339 shares; 2020Q4: 4,339 shares; 2021Q1: 4,440 shares; 2021Q2: 4,416 shares; 2021Q3: 4,376 shares; 2021Q4: 5,036 shares 5,036 $242K 0.01% +660 Timeline LPRO OPEN LENDING CORP More: the full row for OPEN LENDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 13,250 shares; 2021Q2: 13,250 shares; 2021Q3: 23,529 shares; 2021Q4: 10,000 shares 10,000 $240K 0.01% -13,529 Timeline QCLN 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; 2020Q1: 3,164 shares; 2020Q2: 3,164 shares; 2020Q3: 3,164 shares; 2020Q4: 3,164 shares; 2021Q1: 3,435 shares; 2021Q2: 3,635 shares; 2021Q3: 3,435 shares; 2021Q4: 3,505 shares 3,505 $238K 0.01% +70 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 443 shares; 2020Q2: 944 shares; 2020Q3: 1,016 shares; 2020Q4: 1,016 shares; 2021Q1: 1,216 shares; 2021Q2: 1,427 shares; 2021Q3: 1,153 shares; 2021Q4: 1,010 shares 1,010 $236K 0.01% -143 Timeline VICTORY PORTFOLIOS II VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,845 shares; 2021Q1: 6,845 shares; 2021Q2: 6,845 shares; 2021Q3: 6,880 shares; 2021Q4: 6,880 shares 6,880 $236K 0.01% 0 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; 2020Q1: 1,983 shares; 2020Q2: 1,983 shares; 2020Q3: 1,983 shares; 2020Q4: 1,983 shares; 2021Q1: 3,298 shares; 2021Q2: 3,298 shares; 2021Q3: 3,298 shares; 2021Q4: 3,218 shares 3,218 $231K 0.01% -80 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 300 shares; 2020Q2: 596 shares; 2020Q3: 649 shares; 2020Q4: 649 shares; 2021Q1: 650 shares; 2021Q2: 656 shares; 2021Q3: 657 shares; 2021Q4: 662 shares 662 $230K 0.01% +5 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,565 shares; 2020Q2: 2,565 shares; 2020Q3: 2,565 shares; 2020Q4: 2,565 shares; 2021Q1: 2,580 shares; 2021Q2: 2,588 shares; 2021Q3: 2,588 shares; 2021Q4: 3,440 shares 3,440 $229K 0.01% +852 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 829 shares; 2020Q2: 774 shares; 2020Q3: 762 shares; 2020Q4: 735 shares; 2021Q1: 748 shares; 2021Q2: 786 shares; 2021Q3: 927 shares; 2021Q4: 1,010 shares 1,010 $226K 0.01% +83 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,910 shares; 2020Q2: 6,390 shares; 2020Q3: 5,390 shares; 2020Q4: 5,475 shares; 2021Q1: 6,401 shares; 2021Q2: 6,664 shares; 2021Q3: 6,109 shares; 2021Q4: 4,605 shares 4,605 $224K 0.01% -1,504 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; 2020Q1: 1,254 shares; 2020Q2: 1,213 shares; 2020Q3: 1,213 shares; 2020Q4: 1,213 shares; 2021Q1: 1,235 shares; 2021Q2: 2,680 shares; 2021Q3: 1,289 shares; 2021Q4: 1,588 shares 1,588 $223K 0.01% +299 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,045 shares; 2020Q2: 839 shares; 2020Q3: 1,150 shares; 2020Q4: 835 shares; 2021Q1: 835 shares; 2021Q2: 835 shares; 2021Q3: 835 shares; 2021Q4: 1,135 shares 1,135 $223K 0.01% +300 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,094 shares; 2020Q2: 12,094 shares; 2020Q3: 12,094 shares; 2020Q4: 12,094 shares; 2021Q1: 12,094 shares; 2021Q2: 12,094 shares; 2021Q3: 11,594 shares; 2021Q4: 11,594 shares 11,594 $223K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 26,417 shares; 2020Q4: 30,656 shares; 2021Q1: 28,301 shares; 2021Q2: 9,665 shares; 2021Q3: 20,651 shares; 2021Q4: 8,394 shares 8,394 $222K 0.01% -12,257 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,082 shares; 2020Q2: 2,082 shares; 2020Q3: 2,082 shares; 2020Q4: 1,891 shares; 2021Q1: 1,850 shares; 2021Q2: 1,612 shares; 2021Q3: 1,615 shares; 2021Q4: 1,640 shares 1,640 $222K 0.01% +25 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,257 shares; 2020Q2: 2,745 shares; 2020Q3: 2,723 shares; 2020Q4: 2,727 shares; 2021Q1: 2,562 shares; 2021Q2: 4,393 shares; 2021Q3: 2,636 shares; 2021Q4: 2,767 shares 2,767 $220K 0.01% +131 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,630 shares; 2020Q2: 3,630 shares; 2020Q3: 3,235 shares; 2020Q4: 6,271 shares; 2021Q1: 4,239 shares; 2021Q2: 3,237 shares; 2021Q3: 3,237 shares; 2021Q4: 3,237 shares 3,237 $220K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,277 shares; 2021Q3: 6,667 shares; 2021Q4: 6,367 shares 6,367 $219K 0.01% -300 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,449 shares; 2020Q2: 1,449 shares; 2020Q3: 1,449 shares; 2020Q4: 1,477 shares; 2021Q1: 4,294 shares; 2021Q2: 1,569 shares; 2021Q3: 1,572 shares; 2021Q4: 1,307 shares 1,307 $218K 0.01% -265 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,376 shares; 2020Q2: 2,376 shares; 2020Q3: 2,376 shares; 2020Q4: 2,376 shares; 2021Q1: 1,765 shares; 2021Q2: 1,765 shares; 2021Q3: 1,765 shares; 2021Q4: 1,765 shares 1,765 $218K 0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,197 shares; 2020Q2: 3,210 shares; 2020Q3: 4,467 shares; 2020Q4: 4,505 shares; 2021Q1: 4,531 shares; 2021Q2: 4,589 shares; 2021Q3: 7,748 shares; 2021Q4: 8,542 shares 8,542 $218K 0.01% +794 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,404 shares; 2020Q2: 6,359 shares; 2020Q3: 6,403 shares; 2020Q4: 5,948 shares; 2021Q1: 6,480 shares; 2021Q2: 6,762 shares; 2021Q3: 6,816 shares; 2021Q4: 5,564 shares 5,564 $217K 0.01% -1,252 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; 2020Q1: 66 shares; 2020Q2: 63 shares; 2020Q3: 63 shares; 2020Q4: 85 shares; 2021Q1: 117 shares; 2021Q2: 164 shares; 2021Q3: 114 shares; 2021Q4: 233 shares 233 $214K 0.01% +119 ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 329 shares; 2020Q2: 328 shares; 2020Q3: 325 shares; 2020Q4: 325 shares; 2021Q1: 304 shares; 2021Q2: 307 shares; 2021Q3: 307 shares; 2021Q4: 307 shares 307 $212K 0.01% 0 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; 2020Q1: 307 shares; 2020Q2: 992 shares; 2020Q3: 484 shares; 2020Q4: 600 shares; 2021Q1: 593 shares; 2021Q2: 730 shares; 2021Q3: 673 shares; 2021Q4: 542 shares 542 $210K 0.01% -131 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,876 shares; 2020Q2: 2,485 shares; 2020Q3: 2,485 shares; 2020Q4: 2,485 shares; 2021Q1: 2,533 shares; 2021Q2: 2,575 shares; 2021Q3: 2,505 shares; 2021Q4: 2,499 shares 2,499 $210K 0.01% -6 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 140 shares; 2020Q2: 125 shares; 2020Q3: 141 shares; 2020Q4: 142 shares; 2021Q1: 263 shares; 2021Q2: 139 shares; 2021Q3: 154 shares; 2021Q4: 149 shares 149 $208K 0.01% -5 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 869 shares; 2020Q3: 869 shares; 2020Q4: 901 shares; 2021Q1: 860 shares; 2021Q2: 861 shares; 2021Q3: 717 shares; 2021Q4: 694 shares 694 $207K 0.01% -23 Timeline 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; 2020Q1: 757 shares; 2020Q2: 750 shares; 2020Q3: 750 shares; 2020Q4: 750 shares; 2021Q1: 750 shares; 2021Q2: 756 shares; 2021Q3: 647 shares; 2021Q4: 653 shares 653 $206K 0.01% +6 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,765 shares; 2021Q3: 5,191 shares; 2021Q4: 5,191 shares 5,191 $205K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,515 shares; 2020Q2: 5,003 shares; 2020Q3: 3,573 shares; 2020Q4: 3,879 shares; 2021Q1: 3,808 shares; 2021Q2: 3,640 shares; 2021Q3: 2,750 shares; 2021Q4: 2,654 shares 2,654 $205K 0.01% -96 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,894 shares; 2020Q2: 1,920 shares; 2020Q3: 1,920 shares; 2020Q4: 1,920 shares; 2021Q1: 1,969 shares; 2021Q2: 1,899 shares; 2021Q3: 1,883 shares; 2021Q4: 2,159 shares 2,159 $205K 0.01% +276 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 906 shares; 2020Q2: 906 shares; 2020Q3: 906 shares; 2020Q4: 906 shares; 2021Q1: 906 shares; 2021Q2: 906 shares; 2021Q3: 906 shares; 2021Q4: 2,797 shares 2,797 $204K 0.01% +1,891 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,000 shares; 2021Q3: 12,964 shares; 2021Q4: 12,964 shares 12,964 $199K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,802 shares; 2020Q2: 7,014 shares; 2020Q3: 5,945 shares; 2020Q4: 4,760 shares; 2021Q1: 2,074 shares; 2021Q2: 2,183 shares; 2021Q3: 2,304 shares; 2021Q4: 2,596 shares 2,596 $198K 0.01% +292 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 553 shares; 2020Q2: 333 shares; 2020Q3: 333 shares; 2020Q4: 333 shares; 2021Q1: 333 shares; 2021Q2: 323 shares; 2021Q3: 313 shares; 2021Q4: 578 shares 578 $197K 0.01% +265 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,916 shares; 2021Q3: 7,316 shares; 2021Q4: 7,316 shares 7,316 $195K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,158 shares; 2020Q2: 1,483 shares; 2020Q3: 1,242 shares; 2020Q4: 1,373 shares; 2021Q1: 936 shares; 2021Q2: 921 shares; 2021Q3: 927 shares; 2021Q4: 948 shares 948 $194K 0.01% +21 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 36,246 shares; 2020Q2: 1,391 shares; 2020Q3: 13,432 shares; 2020Q4: 243 shares; 2021Q1: 874 shares; 2021Q2: 914 shares; 2021Q3: 1,249 shares; 2021Q4: 1,688 shares 1,688 $194K 0.01% +439 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,845 shares 5,845 $192K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,171 shares; 2020Q2: 1,124 shares; 2020Q3: 1,152 shares; 2020Q4: 1,172 shares; 2021Q1: 1,762 shares; 2021Q2: 1,558 shares; 2021Q3: 1,569 shares; 2021Q4: 1,227 shares 1,227 $191K 0.01% -342 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,481 shares; 2020Q2: 2,481 shares; 2020Q3: 2,481 shares; 2020Q4: 4,018 shares; 2021Q1: 4,018 shares; 2021Q2: 4,018 shares; 2021Q3: 4,050 shares; 2021Q4: 4,018 shares 4,018 $191K 0.01% -32 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 194 shares; 2020Q2: 765 shares; 2020Q3: 350 shares; 2020Q4: 1,994 shares; 2021Q1: 417 shares; 2021Q2: 235 shares; 2021Q3: 243 shares; 2021Q4: 5,035 shares 5,035 $190K 0.01% +4,792 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,930 shares; 2020Q2: 2,930 shares; 2020Q3: 2,930 shares; 2020Q4: 2,930 shares; 2021Q1: 2,930 shares; 2021Q2: 2,930 shares; 2021Q3: 2,930 shares; 2021Q4: 2,930 shares 2,930 $190K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,303 shares; 2020Q2: 5,303 shares; 2020Q3: 5,303 shares; 2020Q4: 5,114 shares; 2021Q1: 5,114 shares; 2021Q2: 5,743 shares; 2021Q3: 4,743 shares; 2021Q4: 4,743 shares 4,743 $188K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,745 shares; 2020Q2: 3,385 shares; 2020Q3: 3,574 shares; 2020Q4: 3,455 shares; 2021Q1: 3,268 shares; 2021Q2: 3,311 shares; 2021Q3: 3,282 shares; 2021Q4: 2,988 shares 2,988 $186K 0.01% -294 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,712 shares; 2020Q2: 1,712 shares; 2020Q3: 698 shares; 2020Q4: 698 shares; 2021Q1: 698 shares; 2021Q2: 2,540 shares; 2021Q3: 2,540 shares; 2021Q4: 2,540 shares 2,540 $180K 0.01% 0 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; 2020Q1: 1,049 shares; 2020Q2: 1,074 shares; 2020Q3: 726 shares; 2020Q4: 676 shares; 2021Q1: 1,255 shares; 2021Q2: 879 shares; 2021Q3: 881 shares; 2021Q4: 782 shares 782 $179K 0.01% -99 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,369 shares; 2020Q2: 1,609 shares; 2020Q3: 1,109 shares; 2020Q4: 955 shares; 2021Q1: 975 shares; 2021Q2: 1,250 shares; 2021Q3: 964 shares; 2021Q4: 955 shares 955 $179K 0.01% -9 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 79,911 shares; 2020Q2: 85,544 shares; 2020Q3: 103,811 shares; 2020Q4: 145,987 shares; 2021Q1: 179,219 shares; 2021Q2: 198,008 shares; 2021Q3: 228,542 shares; 2021Q4: 3,556 shares 3,556 $179K 0.01% -224,986 Timeline RSPU 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; 2020Q1: 1,795 shares; 2020Q2: 1,795 shares; 2020Q3: 1,795 shares; 2020Q4: 1,795 shares; 2021Q1: 1,795 shares; 2021Q2: 1,595 shares; 2021Q3: 1,595 shares; 2021Q4: 1,595 shares 1,595 $178K 0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,700 shares; 2020Q2: 2,807 shares; 2020Q3: 2,940 shares; 2020Q4: 2,940 shares; 2021Q1: 3,079 shares; 2021Q2: 2,959 shares; 2021Q3: 2,959 shares; 2021Q4: 2,959 shares 2,959 $177K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 655 shares; 2020Q2: 2,104 shares; 2020Q3: 387 shares; 2020Q4: 174 shares; 2021Q1: 227 shares; 2021Q2: 96 shares; 2021Q3: 626 shares; 2021Q4: 626 shares 626 $177K 0.01% 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; 2020Q1: 3,879 shares; 2020Q2: 3,866 shares; 2020Q3: 4,885 shares; 2020Q4: 7,285 shares; 2021Q1: 3,737 shares; 2021Q2: 1,212 shares; 2021Q3: 1,873 shares; 2021Q4: 1,447 shares 1,447 $177K 0.01% -426 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,096 shares; 2020Q2: 5,611 shares; 2020Q3: 2,664 shares; 2020Q4: 2,664 shares; 2021Q1: 2,212 shares; 2021Q2: 3,098 shares; 2021Q3: 3,164 shares; 2021Q4: 2,243 shares 2,243 $177K 0.01% -921 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,770 shares; 2020Q2: 1,770 shares; 2020Q3: 1,510 shares; 2020Q4: 1,510 shares; 2021Q1: 1,510 shares; 2021Q2: 1,510 shares; 2021Q3: 1,510 shares; 2021Q4: 1,510 shares 1,510 $176K 0.01% 0 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; 2020Q1: 853 shares; 2020Q2: 867 shares; 2020Q3: 634 shares; 2020Q4: 645 shares; 2021Q1: 661 shares; 2021Q2: 656 shares; 2021Q3: 676 shares; 2021Q4: 771 shares 771 $175K 0.01% +95 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,898 shares; 2020Q2: 4,707 shares; 2020Q3: 3,557 shares; 2020Q4: 3,038 shares; 2021Q1: 2,959 shares; 2021Q2: 3,026 shares; 2021Q3: 2,710 shares; 2021Q4: 2,742 shares 2,742 $174K 0.01% +32 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,101 shares; 2020Q2: 1,101 shares; 2020Q3: 1,101 shares; 2020Q4: 1,101 shares; 2021Q1: 1,101 shares; 2021Q2: 1,101 shares; 2021Q3: 1,101 shares; 2021Q4: 1,101 shares 1,101 $174K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 264 shares; 2020Q2: 221 shares; 2020Q3: 121 shares; 2020Q4: 121 shares; 2021Q1: 2,400 shares; 2021Q2: 187 shares; 2021Q3: 187 shares; 2021Q4: 2,203 shares 2,203 $173K 0.01% +2,016 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,855 shares; 2020Q2: 3,496 shares; 2020Q3: 2,814 shares; 2020Q4: 2,814 shares; 2021Q1: 2,860 shares; 2021Q2: 2,941 shares; 2021Q3: 3,006 shares; 2021Q4: 2,983 shares 2,983 $173K 0.01% -23 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 19,642 shares; 2020Q2: 17,989 shares; 2020Q3: 17,989 shares; 2020Q4: 16,989 shares; 2021Q1: 16,989 shares; 2021Q2: 17,453 shares; 2021Q3: 17,461 shares; 2021Q4: 15,904 shares 15,904 $173K 0.01% -1,557 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 780 shares 780 $172K 0.01% new 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; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 915 shares; 2020Q4: 2,162 shares; 2021Q1: 2,117 shares; 2021Q2: 2,117 shares; 2021Q3: 2,117 shares; 2021Q4: 2,117 shares 2,117 $170K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,435 shares; 2020Q2: 3,445 shares; 2020Q3: 2,145 shares; 2020Q4: 1,226 shares; 2021Q1: 1,295 shares; 2021Q2: 1,415 shares; 2021Q3: 1,416 shares; 2021Q4: 2,011 shares 2,011 $168K 0.01% +595 Timeline BROOKFIELD ASSET MANAGEMENT… BROOKFIELD ASSET MANAGEMENT IN More: the full row for BROOKFIELD ASSET MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,612 shares; 2020Q2: 2,427 shares; 2020Q3: 2,438 shares; 2020Q4: 2,444 shares; 2021Q1: 2,444 shares; 2021Q2: 2,572 shares; 2021Q3: 2,621 shares; 2021Q4: 2,730 shares 2,730 $166K 0.01% +109 PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 675 shares; 2020Q2: 675 shares; 2020Q3: 640 shares; 2020Q4: 640 shares; 2021Q1: 640 shares; 2021Q2: 691 shares; 2021Q3: 654 shares; 2021Q4: 450 shares 450 $165K 0.01% -204 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 13,257 shares; 2020Q2: 13,257 shares; 2020Q3: 13,257 shares; 2020Q4: 13,257 shares; 2021Q1: 13,584 shares; 2021Q2: 13,457 shares; 2021Q3: 13,457 shares; 2021Q4: 13,640 shares 13,640 $165K 0.01% +183 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 328 shares; 2020Q2: 328 shares; 2020Q3: 328 shares; 2020Q4: 328 shares; 2021Q1: 328 shares; 2021Q2: 319 shares; 2021Q3: 319 shares; 2021Q4: 319 shares 319 $164K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,853 shares; 2020Q2: 1,422 shares; 2020Q3: 1,422 shares; 2020Q4: 1,219 shares; 2021Q1: 1,219 shares; 2021Q2: 1,219 shares; 2021Q3: 1,219 shares; 2021Q4: 1,219 shares 1,219 $164K 0.01% 0 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 55,300 shares; 2020Q2: 66,300 shares; 2020Q3: 66,900 shares; 2020Q4: 67,000 shares; 2021Q1: 56,100 shares; 2021Q2: 39,700 shares; 2021Q3: 14,900 shares; 2021Q4: 14,900 shares 14,900 $164K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,957 shares; 2020Q2: 1,930 shares; 2020Q3: 1,932 shares; 2020Q4: 1,933 shares; 2021Q1: 1,444 shares; 2021Q2: 900 shares; 2021Q3: 908 shares; 2021Q4: 943 shares 943 $163K 0.01% +35 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 808 shares; 2020Q2: 808 shares; 2020Q3: 808 shares; 2020Q4: 808 shares; 2021Q1: 808 shares; 2021Q2: 808 shares; 2021Q3: 954 shares; 2021Q4: 808 shares 808 $163K 0.01% -146 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 421 shares; 2020Q2: 492 shares; 2020Q3: 489 shares; 2020Q4: 459 shares; 2021Q1: 413 shares; 2021Q2: 432 shares; 2021Q3: 471 shares; 2021Q4: 471 shares 471 $161K 0.01% 0 ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 412 shares; 2020Q2: 410 shares; 2020Q3: 407 shares; 2020Q4: 406 shares; 2021Q1: 391 shares; 2021Q2: 395 shares; 2021Q3: 395 shares; 2021Q4: 390 shares 390 $160K 0.01% -5 ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 24,049 shares; 2020Q2: 24,606 shares; 2020Q3: 21,488 shares; 2020Q4: 10,852 shares; 2021Q1: 10,943 shares; 2021Q2: 16,008 shares; 2021Q3: 16,078 shares; 2021Q4: 19,122 shares 19,122 $158K 0.01% +3,044 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,769 shares; 2020Q2: 418 shares; 2020Q3: 328 shares; 2020Q4: 1,426 shares; 2021Q1: 632 shares; 2021Q2: 800 shares; 2021Q3: 1,380 shares; 2021Q4: 3,215 shares 3,215 $157K 0.01% +1,835 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,104 shares; 2020Q2: 16,029 shares; 2020Q3: 6,029 shares; 2020Q4: 4,189 shares; 2021Q1: 3,597 shares; 2021Q2: 3,097 shares; 2021Q3: 3,097 shares; 2021Q4: 3,247 shares 3,247 $154K 0.01% +150 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 400 shares; 2020Q2: 400 shares; 2020Q3: 383 shares; 2020Q4: 383 shares; 2021Q1: 387 shares; 2021Q2: 437 shares; 2021Q3: 420 shares; 2021Q4: 378 shares 378 $152K 0.01% -42 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,957 shares; 2020Q2: 3,901 shares; 2020Q3: 3,786 shares; 2020Q4: 4,085 shares; 2021Q1: 3,773 shares; 2021Q2: 3,817 shares; 2021Q3: 4,061 shares; 2021Q4: 4,263 shares 4,263 $151K 0.01% +202 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,345 shares; 2021Q3: 1,660 shares; 2021Q4: 1,660 shares 1,660 $151K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 300 shares; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 307 shares; 2021Q3: 307 shares; 2021Q4: 516 shares 516 $150K 0.01% +209 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,234 shares; 2020Q2: 2,677 shares; 2020Q3: 2,211 shares; 2020Q4: 2,212 shares; 2021Q1: 2,213 shares; 2021Q2: 2,360 shares; 2021Q3: 2,335 shares; 2021Q4: 1,995 shares 1,995 $150K 0.01% -340 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 391 shares; 2020Q2: 408 shares; 2020Q3: 683 shares; 2020Q4: 683 shares; 2021Q1: 1,099 shares; 2021Q2: 986 shares; 2021Q3: 364 shares; 2021Q4: 1,395 shares 1,395 $149K 0.01% +1,031 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; 2020Q1: 2,190 shares; 2020Q2: 1,380 shares; 2020Q3: 1,365 shares; 2020Q4: 1,365 shares; 2021Q1: 3,333 shares; 2021Q2: 3,286 shares; 2021Q3: 1,635 shares; 2021Q4: 1,424 shares 1,424 $149K 0.01% -211 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,400 shares; 2020Q2: 5,400 shares; 2020Q3: 5,400 shares; 2020Q4: 5,400 shares; 2021Q1: 5,400 shares; 2021Q2: 5,400 shares; 2021Q3: 5,400 shares; 2021Q4: 4,060 shares 4,060 $149K 0.01% -1,340 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,867 shares; 2020Q2: 1,748 shares; 2020Q3: 2,126 shares; 2020Q4: 1,751 shares; 2021Q1: 1,719 shares; 2021Q2: 1,179 shares; 2021Q3: 893 shares; 2021Q4: 901 shares 901 $147K 0.01% +8 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,930 shares; 2020Q2: 1,930 shares; 2020Q3: 1,930 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,930 shares 1,930 $147K 0.01% new Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,460 shares; 2020Q2: 8,190 shares; 2020Q3: 8,190 shares; 2020Q4: 8,190 shares; 2021Q1: 8,190 shares; 2021Q2: 8,190 shares; 2021Q3: 8,190 shares; 2021Q4: 8,190 shares 8,190 $146K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 380 shares; 2020Q2: 288 shares; 2020Q3: 288 shares; 2020Q4: 196 shares; 2021Q1: 196 shares; 2021Q2: 196 shares; 2021Q3: 196 shares; 2021Q4: 7,704 shares 7,704 $145K 0.01% +7,508 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 846 shares; 2020Q2: 848 shares; 2020Q3: 848 shares; 2020Q4: 881 shares; 2021Q1: 849 shares; 2021Q2: 1,278 shares; 2021Q3: 887 shares; 2021Q4: 991 shares 991 $144K 0.01% +104 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 904 shares; 2020Q2: 891 shares; 2020Q3: 927 shares; 2020Q4: 999 shares; 2021Q1: 999 shares; 2021Q2: 1,083 shares; 2021Q3: 1,084 shares; 2021Q4: 963 shares 963 $143K 0.01% -121 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 576 shares; 2020Q2: 276 shares; 2020Q3: 273 shares; 2020Q4: 323 shares; 2021Q1: 269 shares; 2021Q2: 269 shares; 2021Q3: 335 shares; 2021Q4: 327 shares 327 $143K 0.01% -8 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,369 shares; 2020Q2: 2,369 shares; 2020Q3: 2,369 shares; 2020Q4: 2,269 shares; 2021Q1: 2,169 shares; 2021Q2: 2,383 shares; 2021Q3: 2,277 shares; 2021Q4: 2,007 shares 2,007 $142K 0.01% -270 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,565 shares; 2021Q1: 4,565 shares; 2021Q2: 4,565 shares; 2021Q3: 4,565 shares; 2021Q4: 3,404 shares 3,404 $142K 0.01% -1,161 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 59 shares; 2020Q2: 59 shares; 2020Q3: 59 shares; 2020Q4: 59 shares; 2021Q1: 59 shares; 2021Q2: 59 shares; 2021Q3: 59 shares; 2021Q4: 3,649 shares 3,649 $141K 0.01% +3,590 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,370 shares; 2020Q2: 2,370 shares; 2020Q3: 2,370 shares; 2020Q4: 2,370 shares; 2021Q1: 2,370 shares; 2021Q2: 6,459 shares; 2021Q3: 6,459 shares; 2021Q4: 6,459 shares 6,459 $139K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 12,934 shares; 2021Q2: 12,001 shares; 2021Q3: 10,184 shares; 2021Q4: 10,113 shares 10,113 $138K 0.01% -71 Timeline II VI INC II VI INC More: the full row for II VI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares 2,000 $138K 0.01% 0 GEM 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,750 shares 3,750 $138K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 357 shares; 2020Q2: 380 shares; 2020Q3: 411 shares; 2020Q4: 448 shares; 2021Q1: 455 shares; 2021Q2: 458 shares; 2021Q3: 490 shares; 2021Q4: 300 shares 300 $137K 0.01% -190 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,131 shares; 2020Q2: 1,131 shares; 2020Q3: 1,131 shares; 2020Q4: 1,131 shares; 2021Q1: 1,230 shares; 2021Q2: 1,230 shares; 2021Q3: 1,230 shares; 2021Q4: 1,206 shares 1,206 $137K 0.01% -24 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,544 shares; 2020Q2: 3,357 shares; 2020Q3: 2,658 shares; 2020Q4: 2,957 shares; 2021Q1: 3,073 shares; 2021Q2: 2,986 shares; 2021Q3: 2,598 shares; 2021Q4: 2,098 shares 2,098 $137K 0.01% -500 FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 364 shares; 2020Q4: 364 shares; 2021Q1: 364 shares; 2021Q2: 374 shares; 2021Q3: 369 shares; 2021Q4: 372 shares 372 $136K 0.01% +3 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,605 shares; 2020Q2: 1,416 shares; 2020Q3: 4,125 shares; 2020Q4: 3,640 shares; 2021Q1: 2,747 shares; 2021Q2: 2,586 shares; 2021Q3: 2,691 shares; 2021Q4: 2,692 shares 2,692 $136K 0.01% +1 HAIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,421 shares; 2021Q2: 2,421 shares; 2021Q3: 2,421 shares; 2021Q4: 2,421 shares 2,421 $136K 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,553 shares; 2020Q2: 2,541 shares; 2020Q3: 2,852 shares; 2020Q4: 2,629 shares; 2021Q1: 2,701 shares; 2021Q2: 2,541 shares; 2021Q3: 2,541 shares; 2021Q4: 2,636 shares 2,636 $135K 0.01% +95 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,299 shares; 2020Q2: 1,299 shares; 2020Q3: 1,299 shares; 2020Q4: 1,298 shares; 2021Q1: 1,339 shares; 2021Q2: 1,283 shares; 2021Q3: 1,294 shares; 2021Q4: 1,285 shares 1,285 $133K 0.01% -9 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 327 shares; 2020Q2: 327 shares; 2020Q3: 2,236 shares; 2020Q4: 1,666 shares; 2021Q1: 519 shares; 2021Q2: 518 shares; 2021Q3: 575 shares; 2021Q4: 793 shares 793 $133K 0.01% +218 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; 2020Q1: 1,523 shares; 2020Q2: 1,442 shares; 2020Q3: 1,442 shares; 2020Q4: 1,442 shares; 2021Q1: 1,442 shares; 2021Q2: 1,083 shares; 2021Q3: 1,083 shares; 2021Q4: 1,083 shares 1,083 $132K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,123 shares; 2020Q2: 1,202 shares; 2020Q3: 1,316 shares; 2020Q4: 1,452 shares; 2021Q1: 1,321 shares; 2021Q2: 1,329 shares; 2021Q3: 1,543 shares; 2021Q4: 1,008 shares 1,008 $132K 0.01% -535 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 875 shares; 2020Q2: 650 shares; 2020Q3: 650 shares; 2020Q4: 650 shares; 2021Q1: 650 shares; 2021Q2: 4,282 shares; 2021Q3: 4,647 shares; 2021Q4: 682 shares 682 $132K 0.01% -3,965 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,787 shares; 2021Q1: 4,787 shares; 2021Q2: 4,787 shares; 2021Q3: 4,787 shares; 2021Q4: 4,787 shares 4,787 $132K 0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,734 shares; 2020Q2: 1,460 shares; 2020Q3: 1,460 shares; 2020Q4: 1,460 shares; 2021Q1: 1,460 shares; 2021Q2: 1,460 shares; 2021Q3: 1,460 shares; 2021Q4: 1,460 shares 1,460 $131K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 2,000 shares 2,000 $131K 0.01% +1,000 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 605 shares; 2020Q2: 605 shares; 2020Q3: 465 shares; 2020Q4: 465 shares; 2021Q1: 465 shares; 2021Q2: 1,860 shares; 2021Q3: 1,860 shares; 2021Q4: 1,860 shares 1,860 $131K 0.01% 0 Timeline CF ACQUISITION CORP VI CF ACQUISITION CORP VI More: the full row for CF ACQUISITION CORP VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 11,565 shares 11,565 $130K 0.01% new PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 997 shares; 2020Q2: 1,204 shares; 2020Q3: 1,037 shares; 2020Q4: 775 shares; 2021Q1: 941 shares; 2021Q2: 1,078 shares; 2021Q3: 913 shares; 2021Q4: 1,190 shares 1,190 $129K 0.01% +277 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 477 shares; 2020Q2: 500 shares; 2020Q3: 684 shares; 2020Q4: 603 shares; 2021Q1: 482 shares; 2021Q2: 482 shares; 2021Q3: 442 shares; 2021Q4: 350 shares 350 $129K 0.01% -92 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 9,608 shares; 2021Q1: 22,235 shares; 2021Q2: 2,465 shares; 2021Q3: 2,465 shares; 2021Q4: 4,465 shares 4,465 $128K 0.01% +2,000 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,485 shares; 2020Q2: 2,485 shares; 2020Q3: 2,485 shares; 2020Q4: 2,485 shares; 2021Q1: 2,485 shares; 2021Q2: 2,485 shares; 2021Q3: 2,485 shares; 2021Q4: 2,485 shares 2,485 $127K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 801 shares; 2020Q2: 787 shares; 2020Q3: 913 shares; 2020Q4: 1,791 shares; 2021Q1: 1,062 shares; 2021Q2: 1,077 shares; 2021Q3: 1,197 shares; 2021Q4: 946 shares 946 $126K 0.01% -251 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 8,107 shares 8,107 $126K 0.01% new 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; 2020Q1: 1,054 shares; 2020Q2: 868 shares; 2020Q3: 861 shares; 2020Q4: 865 shares; 2021Q1: 476 shares; 2021Q2: 25 shares; 2021Q3: 260 shares; 2021Q4: 262 shares 262 $125K 0.01% +2 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; 2020Q1: 103 shares; 2020Q2: 328 shares; 2020Q3: 153 shares; 2020Q4: 174 shares; 2021Q1: 166 shares; 2021Q2: 155 shares; 2021Q3: 18 shares; 2021Q4: 173 shares 173 $125K 0.01% +155 ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,154 shares; 2020Q2: 6,254 shares; 2020Q3: 6,254 shares; 2020Q4: 5,754 shares; 2021Q1: 5,979 shares; 2021Q2: 8,462 shares; 2021Q3: 5,979 shares; 2021Q4: 5,979 shares 5,979 $124K 0.01% 0 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,020 shares 2,020 $124K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,497 shares; 2020Q2: 3,500 shares; 2020Q3: 3,502 shares; 2020Q4: 3,501 shares; 2021Q1: 3,480 shares; 2021Q2: 2,353 shares; 2021Q3: 2,355 shares; 2021Q4: 2,355 shares 2,355 $123K 0.01% 0 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; 2020Q1: 1,110 shares; 2020Q2: 1,092 shares; 2020Q3: 853 shares; 2020Q4: 556 shares; 2021Q1: 903 shares; 2021Q2: 1,109 shares; 2021Q3: 531 shares; 2021Q4: 531 shares 531 $122K 0.01% 0 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; 2020Q1: 1,125 shares; 2020Q2: 1,125 shares; 2020Q3: 1,125 shares; 2020Q4: 1,125 shares; 2021Q1: 1,125 shares; 2021Q2: 1,125 shares; 2021Q3: 1,125 shares; 2021Q4: 1,125 shares 1,125 $121K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 81 shares; 2020Q2: 81 shares; 2020Q3: 361 shares; 2020Q4: 381 shares; 2021Q1: 442 shares; 2021Q2: 450 shares; 2021Q3: 456 shares; 2021Q4: 552 shares 552 $121K 0.01% +96 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; 2020Q1: 583 shares; 2020Q2: 583 shares; 2020Q3: 642 shares; 2020Q4: 640 shares; 2021Q1: 640 shares; 2021Q2: 617 shares; 2021Q3: 617 shares; 2021Q4: 617 shares 617 $121K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 494 shares; 2020Q2: 494 shares; 2020Q3: 525 shares; 2020Q4: 502 shares; 2021Q1: 502 shares; 2021Q2: 745 shares; 2021Q3: 546 shares; 2021Q4: 524 shares 524 $121K 0.01% -22 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,329 shares; 2021Q4: 2,329 shares 2,329 $121K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 476 shares; 2020Q2: 476 shares; 2020Q3: 476 shares; 2020Q4: 952 shares; 2021Q1: 952 shares; 2021Q2: 1,152 shares; 2021Q3: 1,152 shares; 2021Q4: 1,152 shares 1,152 $120K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,269 shares; 2020Q2: 6,475 shares; 2020Q3: 5,137 shares; 2020Q4: 4,285 shares; 2021Q1: 4,005 shares; 2021Q2: 4,050 shares; 2021Q3: 4,852 shares; 2021Q4: 4,057 shares 4,057 $120K 0.01% -795 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; 2020Q1: 4,070 shares; 2020Q2: 4,070 shares; 2020Q3: 4,070 shares; 2020Q4: 4,070 shares; 2021Q1: 4,087 shares; 2021Q2: 4,095 shares; 2021Q3: 4,122 shares; 2021Q4: 2,757 shares 2,757 $118K 0.01% -1,365 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 624 shares; 2020Q2: 705 shares; 2020Q3: 712 shares; 2020Q4: 587 shares; 2021Q1: 733 shares; 2021Q2: 744 shares; 2021Q3: 751 shares; 2021Q4: 560 shares 560 $117K 0.01% -191 Timeline KARS KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,355 shares; 2020Q2: 2,355 shares; 2020Q3: 2,355 shares; 2020Q4: 2,355 shares; 2021Q1: 2,355 shares; 2021Q2: 2,355 shares; 2021Q3: 2,355 shares; 2021Q4: 2,355 shares 2,355 $117K 0.01% 0 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; 2020Q1: 45,404 shares; 2020Q2: 56,627 shares; 2020Q3: 58,570 shares; 2020Q4: 60,758 shares; 2021Q1: 61,572 shares; 2021Q2: 62,910 shares; 2021Q3: 63,458 shares; 2021Q4: 1,019 shares 1,019 $116K 0.01% -62,439 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,012 shares; 2021Q3: 2,012 shares; 2021Q4: 2,012 shares 2,012 $116K 0.01% 0 Timeline JACOBS ENGINEERING GROUP INC JACOBS ENGINEERING GROUP INC More: the full row for JACOBS ENGINEERING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 491 shares; 2020Q2: 614 shares; 2020Q3: 614 shares; 2020Q4: 614 shares; 2021Q1: 614 shares; 2021Q2: 573 shares; 2021Q3: 573 shares; 2021Q4: 832 shares 832 $115K 0.01% +259 THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,361 shares; 2020Q2: 3,361 shares; 2020Q3: 3,361 shares; 2020Q4: 3,038 shares; 2021Q1: 3,038 shares; 2021Q2: 3,038 shares; 2021Q3: 3,038 shares; 2021Q4: 2,545 shares 2,545 $115K 0.01% -493 Timeline