FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 125,230 shares; 2020Q1: not loaded; 2020Q2: 441,994 shares; 2020Q3: 458,884 shares 458,884 $25.3M 7.07% +16,890 Timeline FVC 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 583,403 shares; 2020Q1: not loaded; 2020Q2: 620,475 shares; 2020Q3: 481,556 shares 481,556 $12.6M 3.53% -138,919 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 338,452 shares; 2020Q3: 337,014 shares 337,014 $10.7M 3% -1,438 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 390,175 shares 390,175 $10.2M 2.84% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 157,627 shares; 2020Q1: not loaded; 2020Q2: 160,103 shares; 2020Q3: 198,022 shares 198,022 $8.73M 2.45% +37,919 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 283,521 shares; 2020Q3: 279,347 shares 279,347 $8.63M 2.42% -4,174 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,038 shares; 2020Q1: not loaded; 2020Q2: 31,205 shares; 2020Q3: 23,989 shares 23,989 $8.06M 2.26% -7,216 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 37,433 shares; 2020Q1: not loaded; 2020Q2: 31,141 shares; 2020Q3: 23,824 shares 23,824 $7.33M 2.05% -7,317 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 85,586 shares; 2020Q1: not loaded; 2020Q2: 30,552 shares; 2020Q3: 21,781 shares 21,781 $7.29M 2.04% -8,771 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,677 shares; 2020Q1: not loaded; 2020Q2: 113,636 shares; 2020Q3: 59,699 shares 59,699 $7.27M 2.04% -53,937 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 113,522 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 113,671 shares 113,671 $6.71M 1.88% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,671 shares; 2020Q1: not loaded; 2020Q2: 11,338 shares; 2020Q3: 55,274 shares 55,274 $6.4M 1.79% +43,936 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,294 shares; 2020Q1: not loaded; 2020Q2: 12,820 shares; 2020Q3: 26,589 shares 26,589 $5.59M 1.57% +13,769 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 400,417 shares; 2020Q3: 167,980 shares 167,980 $5.35M 1.5% -232,437 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 58,882 shares; 2020Q3: 64,496 shares 64,496 $4.92M 1.38% +5,614 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 17,110 shares; 2020Q3: 31,226 shares 31,226 $4.68M 1.31% +14,116 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 34,664 shares; 2020Q1: not loaded; 2020Q2: 35,458 shares; 2020Q3: 34,323 shares 34,323 $4.31M 1.21% -1,135 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 681 shares; 2020Q1: not loaded; 2020Q2: 669 shares; 2020Q3: 1,352 shares 1,352 $4.26M 1.19% +683 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 66,793 shares; 2020Q1: not loaded; 2020Q2: 33,892 shares; 2020Q3: 89,912 shares 89,912 $3.54M 0.99% +56,020 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,832 shares; 2020Q1: not loaded; 2020Q2: 35,006 shares; 2020Q3: 37,633 shares 37,633 $3.46M 0.97% +2,627 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 101,575 shares; 2020Q1: not loaded; 2020Q2: 4,884 shares; 2020Q3: 40,456 shares 40,456 $3.39M 0.95% +35,572 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 10,424 shares; 2020Q3: 9,747 shares 9,747 $3.04M 0.85% -677 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,983 shares; 2020Q1: not loaded; 2020Q2: 33,421 shares; 2020Q3: 37,881 shares 37,881 $2.73M 0.76% +4,460 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,809 shares; 2020Q1: not loaded; 2020Q2: 10,521 shares; 2020Q3: 26,383 shares 26,383 $2.72M 0.76% +15,862 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,258 shares; 2020Q1: not loaded; 2020Q2: 20,423 shares; 2020Q3: 12,904 shares 12,904 $2.71M 0.76% -7,519 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,413 shares; 2020Q1: not loaded; 2020Q2: 6,926 shares; 2020Q3: 6,088 shares 6,088 $2.69M 0.75% -838 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 930 shares; 2020Q1: not loaded; 2020Q2: 7,314 shares; 2020Q3: 7,547 shares 7,547 $2.68M 0.75% +233 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 19,265 shares; 2020Q1: not loaded; 2020Q2: 18,397 shares; 2020Q3: 18,933 shares 18,933 $2.65M 0.74% +536 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,835 shares; 2020Q1: not loaded; 2020Q2: 40,350 shares; 2020Q3: 26,908 shares 26,908 $2.59M 0.73% -13,442 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,052 shares; 2020Q1: not loaded; 2020Q2: 8,604 shares; 2020Q3: 8,263 shares 8,263 $2.58M 0.72% -341 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 27,345 shares; 2020Q1: not loaded; 2020Q2: 21,736 shares; 2020Q3: 21,271 shares 21,271 $2.48M 0.7% -465 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 317 shares; 2020Q1: not loaded; 2020Q2: 303 shares; 2020Q3: 1,653 shares 1,653 $2.42M 0.68% +1,350 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,513 shares; 2020Q1: not loaded; 2020Q2: 1,426 shares; 2020Q3: 9,233 shares 9,233 $2.42M 0.68% +7,807 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,113 shares; 2020Q1: not loaded; 2020Q2: 12,010 shares; 2020Q3: 11,092 shares 11,092 $2.36M 0.66% -918 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 4,801 shares 4,801 $2.35M 0.66% new Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 77,505 shares; 2020Q3: 73,700 shares 73,700 $2.28M 0.64% -3,805 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,727 shares; 2020Q1: not loaded; 2020Q2: 14,778 shares; 2020Q3: 15,413 shares 15,413 $2.27M 0.64% +635 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 15,439 shares; 2020Q3: 15,002 shares 15,002 $2.21M 0.62% -437 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,712 shares; 2020Q1: not loaded; 2020Q2: 6,066 shares; 2020Q3: 15,546 shares 15,546 $2.17M 0.61% +9,480 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 33,950 shares 33,950 $2.16M 0.61% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 90,001 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 20,647 shares 20,647 $2.15M 0.6% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,860 shares; 2020Q1: not loaded; 2020Q2: 13,903 shares; 2020Q3: 14,313 shares 14,313 $2.13M 0.6% +410 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 42,554 shares; 2020Q1: not loaded; 2020Q2: 71,022 shares; 2020Q3: 70,785 shares 70,785 $2.1M 0.59% -237 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 11,800 shares; 2020Q3: 11,623 shares 11,623 $2.06M 0.58% -177 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 43,309 shares; 2020Q1: not loaded; 2020Q2: 46,355 shares; 2020Q3: 40,443 shares 40,443 $2.05M 0.58% -5,912 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,620 shares; 2020Q1: not loaded; 2020Q2: 40,538 shares; 2020Q3: 46,719 shares 46,719 $2.01M 0.56% +6,181 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,681 shares; 2020Q1: not loaded; 2020Q2: 184,273 shares; 2020Q3: 110,962 shares 110,962 $2M 0.56% -73,311 XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,918 shares; 2020Q1: not loaded; 2020Q2: 45,056 shares; 2020Q3: 40,339 shares 40,339 $1.96M 0.55% -4,717 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,172 shares; 2020Q1: not loaded; 2020Q2: 40,781 shares; 2020Q3: 41,536 shares 41,536 $1.9M 0.53% +755 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,540 shares; 2020Q1: not loaded; 2020Q2: 2,519 shares; 2020Q3: 12,902 shares 12,902 $1.79M 0.5% +10,383 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 122,114 shares; 2020Q1: not loaded; 2020Q2: 121,731 shares; 2020Q3: 133,054 shares 133,054 $1.79M 0.5% +11,323 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 25,134 shares; 2020Q3: 25,904 shares 25,904 $1.77M 0.5% +770 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,332 shares; 2020Q1: not loaded; 2020Q2: 16,399 shares; 2020Q3: 18,600 shares 18,600 $1.76M 0.49% +2,201 Timeline CENTURYLINK INC CENTURYLINK INC More: the full row for CENTURYLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 157,125 shares; 2020Q1: not loaded; 2020Q2: 165,708 shares; 2020Q3: 171,013 shares 171,013 $1.73M 0.48% +5,305 LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC More: the full row for LIBERTY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 94,914 shares; 2020Q1: not loaded; 2020Q2: 75,755 shares; 2020Q3: 82,373 shares 82,373 $1.69M 0.47% +6,618 FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,312 shares; 2020Q1: not loaded; 2020Q2: 5,897 shares; 2020Q3: 6,561 shares 6,561 $1.65M 0.46% +664 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 11,893 shares 11,893 $1.65M 0.46% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,500 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,472 shares 6,472 $1.65M 0.46% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 27,553 shares 27,553 $1.65M 0.46% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 20,534 shares 20,534 $1.64M 0.46% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,105 shares; 2020Q1: not loaded; 2020Q2: 19,107 shares; 2020Q3: 21,061 shares 21,061 $1.62M 0.45% +1,954 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 4,909 shares 4,909 $1.6M 0.45% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 22,937 shares 22,937 $1.59M 0.45% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 20,777 shares 20,777 $1.56M 0.44% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,830 shares 6,830 $1.54M 0.43% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 15,918 shares 15,918 $1.54M 0.43% new Timeline CERNER CORP CERNER CORP More: the full row for CERNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 21,172 shares 21,172 $1.53M 0.43% new AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 137,990 shares 137,990 $1.52M 0.43% new IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 18,801 shares; 2020Q3: 27,647 shares 27,647 $1.52M 0.43% +8,846 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 19,431 shares 19,431 $1.5M 0.42% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 19,835 shares; 2020Q3: 16,572 shares 16,572 $1.49M 0.42% -3,263 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 15,877 shares 15,877 $1.49M 0.42% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,021 shares 7,021 $1.48M 0.41% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 10,207 shares 10,207 $1.46M 0.41% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,687 shares; 2020Q1: not loaded; 2020Q2: 4,484 shares; 2020Q3: 4,865 shares 4,865 $1.46M 0.41% +381 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 9,666 shares 9,666 $1.43M 0.4% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,350 shares 7,350 $1.43M 0.4% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 4,249 shares 4,249 $1.42M 0.4% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 9,890 shares 9,890 $1.42M 0.4% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 1,199 shares 1,199 $1.41M 0.4% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 7,563 shares; 2020Q3: 10,413 shares 10,413 $1.4M 0.39% +2,850 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,337 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 22,713 shares 22,713 $1.4M 0.39% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,130 shares; 2020Q1: not loaded; 2020Q2: 22,118 shares; 2020Q3: 10,725 shares 10,725 $1.33M 0.37% -11,393 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 24,567 shares 24,567 $1.33M 0.37% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 14,020 shares; 2020Q3: 17,232 shares 17,232 $1.27M 0.36% +3,212 Timeline SPDR GOLD MINISHARES TRUST SPDR GOLD MINISHARES TRUST More: the full row for SPDR GOLD MINISHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 65,674 shares 65,674 $1.24M 0.35% new TIGERSHARES TR TIGERSHARES TR More: the full row for TIGERSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 49,987 shares; 2020Q3: 30,633 shares 30,633 $1.23M 0.35% -19,354 LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 48,324 shares; 2020Q1: not loaded; 2020Q2: 39,072 shares; 2020Q3: 43,261 shares 43,261 $1.2M 0.34% +4,189 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 18,090 shares; 2020Q3: 20,011 shares 20,011 $1.19M 0.33% +1,921 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 10,825 shares 10,825 $1.18M 0.33% new Timeline SPX FLOW INC COM SPX FLOW INC COM More: the full row for SPX FLOW INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,461 shares; 2020Q1: not loaded; 2020Q2: 31,673 shares; 2020Q3: 27,409 shares 27,409 $1.17M 0.33% -4,264 USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 57,453 shares; 2020Q1: not loaded; 2020Q2: 23,331 shares; 2020Q3: 18,403 shares 18,403 $1.17M 0.33% -4,928 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 13,842 shares; 2020Q3: 6,091 shares 6,091 $1.12M 0.31% -7,751 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,492 shares; 2020Q1: not loaded; 2020Q2: 29,779 shares; 2020Q3: 13,195 shares 13,195 $1.09M 0.31% -16,584 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 26,884 shares; 2020Q1: not loaded; 2020Q2: 15,742 shares; 2020Q3: 18,014 shares 18,014 $1.09M 0.3% +2,272 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 19,247 shares; 2020Q1: not loaded; 2020Q2: 21,655 shares; 2020Q3: 24,546 shares 24,546 $1.08M 0.3% +2,891 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,843 shares; 2020Q1: not loaded; 2020Q2: 12,443 shares; 2020Q3: 5,358 shares 5,358 $1.07M 0.3% -7,085 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 39,200 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 16,694 shares 16,694 $1.07M 0.3% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,775 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 3,843 shares 3,843 $1.07M 0.3% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,459 shares; 2020Q1: not loaded; 2020Q2: 14,775 shares; 2020Q3: 18,410 shares 18,410 $1.06M 0.3% +3,635 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,685 shares; 2020Q1: not loaded; 2020Q2: 20,669 shares; 2020Q3: 20,269 shares 20,269 $1.05M 0.29% -400 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,183 shares; 2020Q1: not loaded; 2020Q2: 7,880 shares; 2020Q3: 2,875 shares 2,875 $1.05M 0.29% -5,005 Timeline BERRY GLOBAL GROUP INC BERRY GLOBAL GROUP INC More: the full row for BERRY GLOBAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 17,380 shares; 2020Q3: 21,630 shares 21,630 $1.04M 0.29% +4,250 GBIL 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 147,297 shares; 2020Q1: not loaded; 2020Q2: 13,128 shares; 2020Q3: 10,343 shares 10,343 $1.04M 0.29% -2,785 Timeline NUANCE COMMUNICATIONS INC NUANCE COMMUNICATIONS INC More: the full row for NUANCE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 49,600 shares; 2020Q1: not loaded; 2020Q2: 27,752 shares; 2020Q3: 30,801 shares 30,801 $1.02M 0.29% +3,049 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,395 shares; 2020Q1: not loaded; 2020Q2: 1,528 shares; 2020Q3: 1,453 shares 1,453 $1.01M 0.28% -75 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 20,760 shares; 2020Q3: 11,657 shares 11,657 $1.01M 0.28% -9,103 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 42,873 shares; 2020Q1: not loaded; 2020Q2: 55,849 shares; 2020Q3: 21,123 shares 21,123 $977K 0.27% -34,726 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 47,400 shares; 2020Q1: not loaded; 2020Q2: 68,391 shares; 2020Q3: 23,728 shares 23,728 $969K 0.27% -44,663 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 72,667 shares; 2020Q1: not loaded; 2020Q2: 60,647 shares; 2020Q3: 68,368 shares 68,368 $963K 0.27% +7,721 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 71,467 shares; 2020Q1: not loaded; 2020Q2: 57,331 shares; 2020Q3: 34,011 shares 34,011 $951K 0.27% -23,320 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,792 shares; 2020Q1: not loaded; 2020Q2: 8,982 shares; 2020Q3: 10,185 shares 10,185 $938K 0.26% +1,203 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 40,494 shares; 2020Q3: 27,859 shares 27,859 $938K 0.26% -12,635 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 3,972 shares 3,972 $932K 0.26% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,377 shares; 2020Q1: not loaded; 2020Q2: 4,709 shares; 2020Q3: 5,386 shares 5,386 $931K 0.26% +677 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,680 shares; 2020Q1: not loaded; 2020Q2: 3,698 shares; 2020Q3: 5,339 shares 5,339 $909K 0.25% +1,641 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,535 shares 7,535 $887K 0.25% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,893 shares; 2020Q1: not loaded; 2020Q2: 24,430 shares; 2020Q3: 8,640 shares 8,640 $869K 0.24% -15,790 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 19,926 shares; 2020Q1: not loaded; 2020Q2: 22,236 shares; 2020Q3: 8,291 shares 8,291 $862K 0.24% -13,945 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 46,808 shares; 2020Q3: 33,049 shares 33,049 $855K 0.24% -13,759 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 10,506 shares 10,506 $852K 0.24% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,199 shares; 2020Q1: not loaded; 2020Q2: 17,318 shares; 2020Q3: 16,433 shares 16,433 $849K 0.24% -885 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,477 shares; 2020Q1: not loaded; 2020Q2: 5,590 shares; 2020Q3: 2,204 shares 2,204 $845K 0.24% -3,386 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,802 shares; 2020Q1: not loaded; 2020Q2: 51,506 shares; 2020Q3: 23,181 shares 23,181 $807K 0.23% -28,325 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 43,480 shares; 2020Q1: not loaded; 2020Q2: 61,193 shares; 2020Q3: 21,115 shares 21,115 $785K 0.22% -40,078 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,184 shares; 2020Q1: not loaded; 2020Q2: 7,708 shares; 2020Q3: 8,682 shares 8,682 $781K 0.22% +974 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 9,486 shares 9,486 $778K 0.22% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,132 shares; 2020Q1: not loaded; 2020Q2: 51,301 shares; 2020Q3: 19,345 shares 19,345 $762K 0.21% -31,956 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,681 shares; 2020Q1: not loaded; 2020Q2: 4,148 shares; 2020Q3: 1,346 shares 1,346 $759K 0.21% -2,802 CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,784 shares; 2020Q1: not loaded; 2020Q2: 11,970 shares; 2020Q3: 13,415 shares 13,415 $752K 0.21% +1,445 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,360 shares; 2020Q1: not loaded; 2020Q2: 8,666 shares; 2020Q3: 18,288 shares 18,288 $744K 0.21% +9,622 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 33,654 shares; 2020Q3: 12,826 shares 12,826 $738K 0.21% -20,828 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 61,928 shares; 2020Q1: not loaded; 2020Q2: 69,786 shares; 2020Q3: 25,732 shares 25,732 $734K 0.21% -44,054 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,585 shares 7,585 $720K 0.2% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 11,292 shares 11,292 $719K 0.2% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,128 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,079 shares 6,079 $718K 0.2% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,630 shares; 2020Q1: not loaded; 2020Q2: 16,936 shares; 2020Q3: 5,893 shares 5,893 $717K 0.2% -11,043 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 14,941 shares; 2020Q3: 5,164 shares 5,164 $715K 0.2% -9,777 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 17,784 shares 17,784 $702K 0.2% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 19,991 shares; 2020Q3: 7,429 shares 7,429 $699K 0.2% -12,562 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,751 shares; 2020Q1: not loaded; 2020Q2: 2,401 shares; 2020Q3: 2,462 shares 2,462 $684K 0.19% +61 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,556 shares; 2020Q1: not loaded; 2020Q2: 98,506 shares; 2020Q3: 31,800 shares 31,800 $681K 0.19% -66,706 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,660 shares 6,660 $679K 0.19% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 4,213 shares; 2020Q3: 5,529 shares 5,529 $675K 0.19% +1,316 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 22,487 shares; 2020Q3: 20,563 shares 20,563 $670K 0.19% -1,924 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 43,858 shares; 2020Q1: not loaded; 2020Q2: 53,652 shares; 2020Q3: 17,464 shares 17,464 $633K 0.18% -36,188 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 13,377 shares; 2020Q3: 19,654 shares 19,654 $625K 0.18% +6,277 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 27,928 shares; 2020Q1: not loaded; 2020Q2: 34,005 shares; 2020Q3: 10,621 shares 10,621 $620K 0.17% -23,384 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 45,461 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 23,929 shares 23,929 $619K 0.17% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,691 shares; 2020Q1: not loaded; 2020Q2: 4,636 shares; 2020Q3: 12,849 shares 12,849 $618K 0.17% +8,213 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,015 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,543 shares 6,543 $614K 0.17% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,411 shares; 2020Q1: not loaded; 2020Q2: 19,189 shares; 2020Q3: 6,329 shares 6,329 $605K 0.17% -12,860 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,854 shares; 2020Q1: not loaded; 2020Q2: 4,056 shares; 2020Q3: 6,158 shares 6,158 $577K 0.16% +2,102 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 5,711 shares; 2020Q3: 1,795 shares 1,795 $566K 0.16% -3,916 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 75,008 shares; 2020Q3: 16,179 shares 16,179 $535K 0.15% -58,829 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 3,134 shares 3,134 $522K 0.15% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,875 shares; 2020Q1: not loaded; 2020Q2: 13,815 shares; 2020Q3: 9,306 shares 9,306 $513K 0.14% -4,509 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 15,515 shares 15,515 $501K 0.14% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,488 shares; 2020Q1: not loaded; 2020Q2: 11,462 shares; 2020Q3: 10,122 shares 10,122 $500K 0.14% -1,340 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 2,999 shares; 2020Q3: 5,339 shares 5,339 $485K 0.14% +2,340 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,540 shares; 2020Q1: not loaded; 2020Q2: 2,854 shares; 2020Q3: 2,856 shares 2,856 $472K 0.13% +2 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 54,800 shares; 2020Q1: not loaded; 2020Q2: 15,314 shares; 2020Q3: 11,846 shares 11,846 $471K 0.13% -3,468 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,396 shares; 2020Q1: not loaded; 2020Q2: 1,536 shares; 2020Q3: 1,378 shares 1,378 $466K 0.13% -158 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,873 shares; 2020Q1: not loaded; 2020Q2: 3,076 shares; 2020Q3: 5,437 shares 5,437 $427K 0.12% +2,361 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,385 shares; 2020Q1: not loaded; 2020Q2: 17,849 shares; 2020Q3: 18,079 shares 18,079 $402K 0.11% +230 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 12,097 shares 12,097 $388K 0.11% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,001 shares; 2020Q1: not loaded; 2020Q2: 1,640 shares; 2020Q3: 1,623 shares 1,623 $369K 0.1% -17 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 274 shares; 2020Q1: not loaded; 2020Q2: 227 shares; 2020Q3: 245 shares 245 $360K 0.1% +18 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 8,278 shares; 2020Q3: 10,045 shares 10,045 $358K 0.1% +1,767 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,084 shares; 2020Q1: not loaded; 2020Q2: 6,106 shares; 2020Q3: 5,466 shares 5,466 $356K 0.1% -640 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,815 shares; 2020Q1: not loaded; 2020Q2: 6,736 shares; 2020Q3: 6,423 shares 6,423 $350K 0.1% -313 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 645 shares 645 $349K 0.1% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 6,934 shares; 2020Q3: 5,488 shares 5,488 $341K 0.1% -1,446 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 11,960 shares 11,960 $341K 0.1% new Timeline REALITY SHS ETF TR DIVCN DI… REALITY SHS ETF TR DIVCN DIVD ETF More: the full row for REALITY SHS ETF TR DIVCN DIVD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 21,894 shares; 2020Q3: 9,386 shares 9,386 $340K 0.1% -12,508 MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,408 shares; 2020Q1: not loaded; 2020Q2: 13,332 shares; 2020Q3: 20,335 shares 20,335 $332K 0.09% +7,003 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 42,444 shares; 2020Q3: 42,444 shares 42,444 $332K 0.09% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 2,588 shares; 2020Q3: 2,588 shares 2,588 $331K 0.09% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,861 shares; 2020Q1: not loaded; 2020Q2: 5,618 shares; 2020Q3: 5,400 shares 5,400 $328K 0.09% -218 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 194,703 shares; 2020Q1: not loaded; 2020Q2: 7,510 shares; 2020Q3: 6,312 shares 6,312 $316K 0.09% -1,198 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 46,105 shares; 2020Q3: 52,505 shares 52,505 $316K 0.09% +6,400 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,574 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 11,675 shares 11,675 $306K 0.09% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,703 shares; 2020Q1: not loaded; 2020Q2: 23,480 shares; 2020Q3: 8,289 shares 8,289 $305K 0.09% -15,191 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 9,898 shares 9,898 $298K 0.08% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,235 shares; 2020Q1: not loaded; 2020Q2: 7,587 shares; 2020Q3: 6,049 shares 6,049 $293K 0.08% -1,538 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,650 shares; 2020Q1: not loaded; 2020Q2: 2,134 shares; 2020Q3: 2,780 shares 2,780 $291K 0.08% +646 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,065 shares; 2020Q1: not loaded; 2020Q2: 3,700 shares; 2020Q3: 4,083 shares 4,083 $287K 0.08% +383 Timeline FIW 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,708 shares; 2020Q1: not loaded; 2020Q2: 6,437 shares; 2020Q3: 4,566 shares 4,566 $276K 0.08% -1,871 Timeline FS KKR CAP CORP II FS KKR CAP CORP II More: the full row for FS KKR CAP CORP II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 21,388 shares; 2020Q3: 18,753 shares 18,753 $276K 0.08% -2,635 BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,514 shares; 2020Q1: not loaded; 2020Q2: 2,916 shares; 2020Q3: 3,022 shares 3,022 $267K 0.07% +106 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 3,784 shares; 2020Q3: 3,759 shares 3,759 $256K 0.07% -25 Timeline FTSM 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 4,032 shares; 2020Q3: 4,070 shares 4,070 $244K 0.07% +38 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 782 shares 782 $242K 0.07% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31,842 shares; 2020Q1: not loaded; 2020Q2: 14,249 shares; 2020Q3: 7,669 shares 7,669 $241K 0.07% -6,580 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,892 shares; 2020Q1: not loaded; 2020Q2: 7,685 shares; 2020Q3: 5,822 shares 5,822 $239K 0.07% -1,863 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,648 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 866 shares 866 $228K 0.06% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,898 shares; 2020Q1: not loaded; 2020Q2: 2,978 shares; 2020Q3: 2,029 shares 2,029 $225K 0.06% -949 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,833 shares; 2020Q1: not loaded; 2020Q2: 4,954 shares; 2020Q3: 4,499 shares 4,499 $225K 0.06% -455 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 758 shares 758 $223K 0.06% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,193 shares 7,193 $223K 0.06% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 707 shares 707 $213K 0.06% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,319 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 1,636 shares 1,636 $210K 0.06% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,184 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 1,041 shares 1,041 $205K 0.06% new Timeline EATON VANCE TAX-ADVANTAGED … EATON VANCE TAX-ADVANTAGED BON More: the full row for EATON VANCE TAX-ADVANTAGED BON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 17,760 shares; 2020Q3: 21,660 shares 21,660 $194K 0.05% +3,900 FIRST TR ABERDEEN GLBL OPP F FIRST TR ABERDEEN GLBL OPP F More: the full row for FIRST TR ABERDEEN GLBL OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 12,150 shares; 2020Q3: 12,150 shares 12,150 $116K 0.03% 0 RESOLUTE FOREST PRODUCTS RESOLUTE FOREST PRODUCTS More: the full row for RESOLUTE FOREST PRODUCTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 61,319 shares; 2020Q1: not loaded; 2020Q2: 12,896 shares; 2020Q3: 11,847 shares 11,847 $53K 0.01% -1,049 ABERDEEN ASIA-PACIFIC INCOM… ABERDEEN ASIA-PACIFIC INCOME F More: the full row for ABERDEEN ASIA-PACIFIC INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,265 shares; 2020Q1: not loaded; 2020Q2: 10,265 shares; 2020Q3: 10,265 shares 10,265 $41K 0.01% 0 GLOBUS MARITIME LIMITED NEW GLOBUS MARITIME LIMITED NEW More: the full row for GLOBUS MARITIME LIMITED NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 49,000 shares 49,000 $6K <0.01% new