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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 125,230 shares; 2020Q1: not loaded; 2020Q2: 441,994 shares; 2020Q3: 458,884 shares; 2020Q4: not loaded; 2021Q1: 473,602 shares 473,602 $25M 5.54% Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 613,590 shares 613,590 $15.4M 3.41% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,038 shares; 2020Q1: not loaded; 2020Q2: 31,205 shares; 2020Q3: 23,989 shares; 2020Q4: not loaded; 2021Q1: 30,961 shares 30,961 $12.3M 2.73% Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 416,309 shares 416,309 $11.4M 2.51% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 37,433 shares; 2020Q1: not loaded; 2020Q2: 31,141 shares; 2020Q3: 23,824 shares; 2020Q4: not loaded; 2021Q1: 27,839 shares 27,839 $10.1M 2.25% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 85,586 shares; 2020Q1: not loaded; 2020Q2: 30,552 shares; 2020Q3: 21,781 shares; 2020Q4: not loaded; 2021Q1: 25,400 shares 25,400 $10.1M 2.23% Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 20,760 shares; 2020Q3: 11,657 shares; 2020Q4: not loaded; 2021Q1: 105,664 shares 105,664 $9.11M 2.02% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,832 shares; 2020Q1: not loaded; 2020Q2: 35,006 shares; 2020Q3: 37,633 shares; 2020Q4: not loaded; 2021Q1: 73,037 shares 73,037 $8.76M 1.94% Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 113,522 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 113,671 shares; 2020Q4: not loaded; 2021Q1: 117,661 shares 117,661 $8.45M 1.87% Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,677 shares; 2020Q1: not loaded; 2020Q2: 113,636 shares; 2020Q3: 59,699 shares; 2020Q4: not loaded; 2021Q1: 71,696 shares 71,696 $8.1M 1.79% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,294 shares; 2020Q1: not loaded; 2020Q2: 12,820 shares; 2020Q3: 26,589 shares; 2020Q4: not loaded; 2021Q1: 32,116 shares 32,116 $7.57M 1.68% Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 65,234 shares 65,234 $7.29M 1.62% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,671 shares; 2020Q1: not loaded; 2020Q2: 11,338 shares; 2020Q3: 55,274 shares; 2020Q4: not loaded; 2021Q1: 53,577 shares 53,577 $6.54M 1.45% Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 58,882 shares; 2020Q3: 64,496 shares; 2020Q4: not loaded; 2021Q1: 58,563 shares 58,563 $5.32M 1.18% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 681 shares; 2020Q1: not loaded; 2020Q2: 669 shares; 2020Q3: 1,352 shares; 2020Q4: not loaded; 2021Q1: 1,709 shares 1,709 $5.29M 1.17% Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 81,517 shares 81,517 $5.19M 1.15% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 65,674 shares; 2020Q4: not loaded; 2021Q1: 305,135 shares 305,135 $5.19M 1.15% IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 174,702 shares 174,702 $4.99M 1.11% Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 34,664 shares; 2020Q1: not loaded; 2020Q2: 35,458 shares; 2020Q3: 34,323 shares; 2020Q4: not loaded; 2021Q1: 37,420 shares 37,420 $4.97M 1.1% Timeline RPV 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 66,103 shares 66,103 $4.89M 1.08% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 66,793 shares; 2020Q1: not loaded; 2020Q2: 33,892 shares; 2020Q3: 89,912 shares; 2020Q4: not loaded; 2021Q1: 94,384 shares 94,384 $4.4M 0.97% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 317 shares; 2020Q1: not loaded; 2020Q2: 303 shares; 2020Q3: 1,653 shares; 2020Q4: not loaded; 2021Q1: 2,100 shares 2,100 $4.33M 0.96% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 930 shares; 2020Q1: not loaded; 2020Q2: 7,314 shares; 2020Q3: 7,547 shares; 2020Q4: not loaded; 2021Q1: 11,753 shares 11,753 $4.14M 0.92% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,513 shares; 2020Q1: not loaded; 2020Q2: 1,426 shares; 2020Q3: 9,233 shares; 2020Q4: not loaded; 2021Q1: 13,979 shares 13,979 $4.12M 0.91% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 400,417 shares; 2020Q3: 167,980 shares; 2020Q4: not loaded; 2021Q1: 121,619 shares 121,619 $4.11M 0.91% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,873 shares; 2020Q1: not loaded; 2020Q2: 3,076 shares; 2020Q3: 5,437 shares; 2020Q4: not loaded; 2021Q1: 40,792 shares 40,792 $3.91M 0.87% Timeline NXTG 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 52,635 shares 52,635 $3.85M 0.85% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 583,403 shares; 2020Q1: not loaded; 2020Q2: 620,475 shares; 2020Q3: 481,556 shares; 2020Q4: not loaded; 2021Q1: 112,469 shares 112,469 $3.85M 0.85% Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 1,199 shares; 2020Q4: not loaded; 2021Q1: 2,650 shares 2,650 $3.72M 0.82% Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,809 shares; 2020Q1: not loaded; 2020Q2: 10,521 shares; 2020Q3: 26,383 shares; 2020Q4: not loaded; 2021Q1: 31,092 shares 31,092 $3.7M 0.82% Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 4,801 shares; 2020Q4: not loaded; 2021Q1: 7,764 shares 7,764 $3.69M 0.82% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,983 shares; 2020Q1: not loaded; 2020Q2: 33,421 shares; 2020Q3: 37,881 shares; 2020Q4: not loaded; 2021Q1: 35,227 shares 35,227 $3.69M 0.82% Timeline FBT 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,486 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 22,566 shares 22,566 $3.62M 0.8% Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 29,733 shares 29,733 $3.54M 0.78% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,712 shares; 2020Q1: not loaded; 2020Q2: 6,066 shares; 2020Q3: 15,546 shares; 2020Q4: not loaded; 2021Q1: 18,077 shares 18,077 $3.41M 0.75% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,052 shares; 2020Q1: not loaded; 2020Q2: 8,604 shares; 2020Q3: 8,263 shares; 2020Q4: not loaded; 2021Q1: 8,586 shares 8,586 $3.19M 0.71% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,835 shares; 2020Q1: not loaded; 2020Q2: 40,350 shares; 2020Q3: 26,908 shares; 2020Q4: not loaded; 2021Q1: 20,690 shares 20,690 $3.15M 0.7% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 64,148 shares 64,148 $3.15M 0.7% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 17,110 shares; 2020Q3: 31,226 shares; 2020Q4: not loaded; 2021Q1: 13,164 shares 13,164 $2.91M 0.64% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,413 shares; 2020Q1: not loaded; 2020Q2: 6,926 shares; 2020Q3: 6,088 shares; 2020Q4: not loaded; 2021Q1: 6,222 shares 6,222 $2.84M 0.63% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 19,265 shares; 2020Q1: not loaded; 2020Q2: 18,397 shares; 2020Q3: 18,933 shares; 2020Q4: not loaded; 2021Q1: 20,692 shares 20,692 $2.81M 0.62% Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 17,486 shares 17,486 $2.79M 0.62% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 283,521 shares; 2020Q3: 279,347 shares; 2020Q4: not loaded; 2021Q1: 80,441 shares 80,441 $2.77M 0.61% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 70,591 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 80,788 shares 80,788 $2.75M 0.61% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 338,452 shares; 2020Q3: 337,014 shares; 2020Q4: not loaded; 2021Q1: 79,570 shares 79,570 $2.71M 0.6% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 26,085 shares 26,085 $2.57M 0.57% Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,569 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 16,907 shares 16,907 $2.56M 0.57% Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 71,467 shares; 2020Q1: not loaded; 2020Q2: 57,331 shares; 2020Q3: 34,011 shares; 2020Q4: not loaded; 2021Q1: 95,634 shares 95,634 $2.5M 0.55% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,540 shares; 2020Q1: not loaded; 2020Q2: 2,519 shares; 2020Q3: 12,902 shares; 2020Q4: not loaded; 2021Q1: 18,328 shares 18,328 $2.48M 0.55% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,620 shares; 2020Q1: not loaded; 2020Q2: 40,538 shares; 2020Q3: 46,719 shares; 2020Q4: not loaded; 2021Q1: 33,755 shares 33,755 $2.46M 0.54% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,113 shares; 2020Q1: not loaded; 2020Q2: 12,010 shares; 2020Q3: 11,092 shares; 2020Q4: not loaded; 2021Q1: 9,594 shares 9,594 $2.45M 0.54% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 9,890 shares; 2020Q4: not loaded; 2021Q1: 13,823 shares 13,823 $2.45M 0.54% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 27,553 shares; 2020Q4: not loaded; 2021Q1: 34,843 shares 34,843 $2.44M 0.54% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 42,554 shares; 2020Q1: not loaded; 2020Q2: 71,022 shares; 2020Q3: 70,785 shares; 2020Q4: not loaded; 2021Q1: 42,161 shares 42,161 $2.42M 0.54% Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 28,326 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 47,258 shares 47,258 $2.41M 0.53% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,830 shares; 2020Q4: not loaded; 2021Q1: 8,700 shares 8,700 $2.4M 0.53% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,258 shares; 2020Q1: not loaded; 2020Q2: 20,423 shares; 2020Q3: 12,904 shares; 2020Q4: not loaded; 2021Q1: 11,851 shares 11,851 $2.4M 0.53% Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 28,317 shares 28,317 $2.4M 0.53% Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 20,534 shares; 2020Q4: not loaded; 2021Q1: 24,261 shares 24,261 $2.38M 0.53% Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 15,918 shares; 2020Q4: not loaded; 2021Q1: 20,050 shares 20,050 $2.37M 0.52% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,860 shares; 2020Q1: not loaded; 2020Q2: 13,903 shares; 2020Q3: 14,313 shares; 2020Q4: not loaded; 2021Q1: 14,206 shares 14,206 $2.33M 0.52% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,172 shares; 2020Q1: not loaded; 2020Q2: 40,781 shares; 2020Q3: 41,536 shares; 2020Q4: not loaded; 2021Q1: 26,205 shares 26,205 $2.31M 0.51% Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 4,909 shares; 2020Q4: not loaded; 2021Q1: 6,007 shares 6,007 $2.3M 0.51% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 11,893 shares; 2020Q4: not loaded; 2021Q1: 16,099 shares 16,099 $2.28M 0.5% Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 10,207 shares; 2020Q4: not loaded; 2021Q1: 14,302 shares 14,302 $2.26M 0.5% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,500 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,472 shares; 2020Q4: not loaded; 2021Q1: 8,926 shares 8,926 $2.22M 0.49% Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 137,990 shares; 2020Q4: not loaded; 2021Q1: 189,965 shares 189,965 $2.22M 0.49% MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 24,037 shares 24,037 $2.19M 0.49% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 9,666 shares; 2020Q4: not loaded; 2021Q1: 15,554 shares 15,554 $2.16M 0.48% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 19,431 shares; 2020Q4: not loaded; 2021Q1: 27,292 shares 27,292 $2.15M 0.48% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 15,877 shares; 2020Q4: not loaded; 2021Q1: 24,577 shares 24,577 $2.15M 0.48% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 122,114 shares; 2020Q1: not loaded; 2020Q2: 121,731 shares; 2020Q3: 133,054 shares; 2020Q4: not loaded; 2021Q1: 115,092 shares 115,092 $2.12M 0.47% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,021 shares; 2020Q4: not loaded; 2021Q1: 10,748 shares 10,748 $2.07M 0.46% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,350 shares; 2020Q4: not loaded; 2021Q1: 23,166 shares 23,166 $2.06M 0.46% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 4,249 shares; 2020Q4: not loaded; 2021Q1: 6,688 shares 6,688 $2.06M 0.46% Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 19,835 shares; 2020Q3: 16,572 shares; 2020Q4: not loaded; 2021Q1: 20,457 shares 20,457 $2.06M 0.46% Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 94,914 shares; 2020Q1: not loaded; 2020Q2: 75,755 shares; 2020Q3: 82,373 shares; 2020Q4: not loaded; 2021Q1: 80,131 shares 80,131 $2.05M 0.45% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 22,937 shares; 2020Q4: not loaded; 2021Q1: 29,817 shares 29,817 $2.01M 0.45% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 17,380 shares; 2020Q3: 21,630 shares; 2020Q4: not loaded; 2021Q1: 32,633 shares 32,633 $2M 0.44% XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,918 shares; 2020Q1: not loaded; 2020Q2: 45,056 shares; 2020Q3: 40,339 shares; 2020Q4: not loaded; 2021Q1: 33,815 shares 33,815 $2M 0.44% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 21,172 shares; 2020Q4: not loaded; 2021Q1: 27,858 shares 27,858 $2M 0.44% FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,312 shares; 2020Q1: not loaded; 2020Q2: 5,897 shares; 2020Q3: 6,561 shares; 2020Q4: not loaded; 2021Q1: 7,005 shares 7,005 $1.99M 0.44% Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 147,907 shares 147,907 $1.98M 0.44% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 20,777 shares; 2020Q4: not loaded; 2021Q1: 28,552 shares 28,552 $1.97M 0.44% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 11,292 shares; 2020Q4: not loaded; 2021Q1: 21,831 shares 21,831 $1.94M 0.43% Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 101,575 shares; 2020Q1: not loaded; 2020Q2: 4,884 shares; 2020Q3: 40,456 shares; 2020Q4: not loaded; 2021Q1: 22,183 shares 22,183 $1.93M 0.43% Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 24,567 shares; 2020Q4: not loaded; 2021Q1: 56,095 shares 56,095 $1.93M 0.43% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,105 shares; 2020Q1: not loaded; 2020Q2: 19,107 shares; 2020Q3: 21,061 shares; 2020Q4: not loaded; 2021Q1: 19,807 shares 19,807 $1.92M 0.43% Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 48,324 shares; 2020Q1: not loaded; 2020Q2: 39,072 shares; 2020Q3: 43,261 shares; 2020Q4: not loaded; 2021Q1: 44,150 shares 44,150 $1.87M 0.41% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 77,505 shares; 2020Q3: 73,700 shares; 2020Q4: not loaded; 2021Q1: 53,644 shares 53,644 $1.78M 0.39% Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 14,020 shares; 2020Q3: 17,232 shares; 2020Q4: not loaded; 2021Q1: 17,200 shares 17,200 $1.76M 0.39% Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 40,494 shares; 2020Q3: 27,859 shares; 2020Q4: not loaded; 2021Q1: 41,504 shares 41,504 $1.69M 0.37% Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,332 shares; 2020Q1: not loaded; 2020Q2: 16,399 shares; 2020Q3: 18,600 shares; 2020Q4: not loaded; 2021Q1: 17,454 shares 17,454 $1.67M 0.37% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 90,001 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 20,647 shares; 2020Q4: not loaded; 2021Q1: 15,265 shares 15,265 $1.66M 0.37% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,130 shares; 2020Q1: not loaded; 2020Q2: 22,118 shares; 2020Q3: 10,725 shares; 2020Q4: not loaded; 2021Q1: 8,901 shares 8,901 $1.64M 0.36% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 10,424 shares; 2020Q3: 9,747 shares; 2020Q4: not loaded; 2021Q1: 4,450 shares 4,450 $1.59M 0.35% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 10,825 shares; 2020Q4: not loaded; 2021Q1: 10,814 shares 10,814 $1.59M 0.35% Timeline GRID 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 18,301 shares 18,301 $1.58M 0.35% Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,687 shares; 2020Q1: not loaded; 2020Q2: 4,484 shares; 2020Q3: 4,865 shares; 2020Q4: not loaded; 2021Q1: 4,649 shares 4,649 $1.54M 0.34% Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,377 shares; 2020Q1: not loaded; 2020Q2: 4,709 shares; 2020Q3: 5,386 shares; 2020Q4: not loaded; 2021Q1: 14,683 shares 14,683 $1.5M 0.33% Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,784 shares; 2020Q1: not loaded; 2020Q2: 11,970 shares; 2020Q3: 13,415 shares; 2020Q4: not loaded; 2021Q1: 17,607 shares 17,607 $1.48M 0.33% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 26,884 shares; 2020Q1: not loaded; 2020Q2: 15,742 shares; 2020Q3: 18,014 shares; 2020Q4: not loaded; 2021Q1: 19,487 shares 19,487 $1.4M 0.31% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 72,667 shares; 2020Q1: not loaded; 2020Q2: 60,647 shares; 2020Q3: 68,368 shares; 2020Q4: not loaded; 2021Q1: 73,956 shares 73,956 $1.34M 0.3% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 18,090 shares; 2020Q3: 20,011 shares; 2020Q4: not loaded; 2021Q1: 22,834 shares 22,834 $1.33M 0.29% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 25,134 shares; 2020Q3: 25,904 shares; 2020Q4: not loaded; 2021Q1: 8,276 shares 8,276 $1.23M 0.27% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 43,309 shares; 2020Q1: not loaded; 2020Q2: 46,355 shares; 2020Q3: 40,443 shares; 2020Q4: not loaded; 2021Q1: 24,302 shares 24,302 $1.23M 0.27% Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 7,563 shares; 2020Q3: 10,413 shares; 2020Q4: not loaded; 2021Q1: 9,307 shares 9,307 $1.21M 0.27% Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 23,248 shares 23,248 $1.19M 0.26% Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,875 shares; 2020Q1: not loaded; 2020Q2: 13,815 shares; 2020Q3: 9,306 shares; 2020Q4: not loaded; 2021Q1: 19,286 shares 19,286 $1.16M 0.26% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 47,400 shares; 2020Q1: not loaded; 2020Q2: 68,391 shares; 2020Q3: 23,728 shares; 2020Q4: not loaded; 2021Q1: 19,074 shares 19,074 $1.14M 0.25% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,461 shares; 2020Q1: not loaded; 2020Q2: 31,673 shares; 2020Q3: 27,409 shares; 2020Q4: not loaded; 2021Q1: 17,813 shares 17,813 $1.13M 0.25% INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,685 shares; 2020Q1: not loaded; 2020Q2: 20,669 shares; 2020Q3: 20,269 shares; 2020Q4: not loaded; 2021Q1: 17,536 shares 17,536 $1.12M 0.25% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,395 shares; 2020Q1: not loaded; 2020Q2: 1,528 shares; 2020Q3: 1,453 shares; 2020Q4: not loaded; 2021Q1: 1,444 shares 1,444 $1.07M 0.24% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 4,032 shares; 2020Q3: 4,070 shares; 2020Q4: not loaded; 2021Q1: 17,712 shares 17,712 $1.06M 0.24% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 39,200 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 16,694 shares; 2020Q4: not loaded; 2021Q1: 15,365 shares 15,365 $1.05M 0.23% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,360 shares; 2020Q1: not loaded; 2020Q2: 8,666 shares; 2020Q3: 18,288 shares; 2020Q4: not loaded; 2021Q1: 21,495 shares 21,495 $1.03M 0.23% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,792 shares; 2020Q1: not loaded; 2020Q2: 8,982 shares; 2020Q3: 10,185 shares; 2020Q4: not loaded; 2021Q1: 9,660 shares 9,660 $1.02M 0.23% Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 10,002 shares 10,002 $997K 0.22% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,183 shares; 2020Q1: not loaded; 2020Q2: 7,880 shares; 2020Q3: 2,875 shares; 2020Q4: not loaded; 2021Q1: 2,128 shares 2,128 $987K 0.22% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 31,102 shares 31,102 $983K 0.22% Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,585 shares; 2020Q4: not loaded; 2021Q1: 7,371 shares 7,371 $972K 0.22% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,459 shares; 2020Q1: not loaded; 2020Q2: 14,775 shares; 2020Q3: 18,410 shares; 2020Q4: not loaded; 2021Q1: 11,243 shares 11,243 $944K 0.21% Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 30,727 shares 30,727 $936K 0.21% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 12,754 shares 12,754 $930K 0.21% Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,727 shares; 2020Q1: not loaded; 2020Q2: 14,778 shares; 2020Q3: 15,413 shares; 2020Q4: not loaded; 2021Q1: 5,391 shares 5,391 $867K 0.19% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,843 shares; 2020Q1: not loaded; 2020Q2: 12,443 shares; 2020Q3: 5,358 shares; 2020Q4: not loaded; 2021Q1: 3,984 shares 3,984 $844K 0.19% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 46,105 shares; 2020Q3: 52,505 shares; 2020Q4: not loaded; 2021Q1: 110,470 shares 110,470 $843K 0.19% Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 57,453 shares; 2020Q1: not loaded; 2020Q2: 23,331 shares; 2020Q3: 18,403 shares; 2020Q4: not loaded; 2021Q1: 12,166 shares 12,166 $842K 0.19% Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 43,480 shares; 2020Q1: not loaded; 2020Q2: 61,193 shares; 2020Q3: 21,115 shares; 2020Q4: not loaded; 2021Q1: 13,799 shares 13,799 $839K 0.19% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,680 shares; 2020Q1: not loaded; 2020Q2: 3,698 shares; 2020Q3: 5,339 shares; 2020Q4: not loaded; 2021Q1: 4,029 shares 4,029 $833K 0.18% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 42,873 shares; 2020Q1: not loaded; 2020Q2: 55,849 shares; 2020Q3: 21,123 shares; 2020Q4: not loaded; 2021Q1: 15,262 shares 15,262 $826K 0.18% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,492 shares; 2020Q1: not loaded; 2020Q2: 29,779 shares; 2020Q3: 13,195 shares; 2020Q4: not loaded; 2021Q1: 10,471 shares 10,471 $807K 0.18% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,691 shares; 2020Q1: not loaded; 2020Q2: 4,636 shares; 2020Q3: 12,849 shares; 2020Q4: not loaded; 2021Q1: 15,788 shares 15,788 $789K 0.17% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 6,934 shares; 2020Q3: 5,488 shares; 2020Q4: not loaded; 2021Q1: 12,571 shares 12,571 $773K 0.17% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,132 shares; 2020Q1: not loaded; 2020Q2: 51,301 shares; 2020Q3: 19,345 shares; 2020Q4: not loaded; 2021Q1: 14,799 shares 14,799 $765K 0.17% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 49,600 shares; 2020Q1: not loaded; 2020Q2: 27,752 shares; 2020Q3: 30,801 shares; 2020Q4: not loaded; 2021Q1: 16,810 shares 16,810 $734K 0.16% SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 15,965 shares 15,965 $730K 0.16% Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 18,801 shares; 2020Q3: 27,647 shares; 2020Q4: not loaded; 2021Q1: 13,131 shares 13,131 $718K 0.16% Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 19,926 shares; 2020Q1: not loaded; 2020Q2: 22,236 shares; 2020Q3: 8,291 shares; 2020Q4: not loaded; 2021Q1: 6,051 shares 6,051 $715K 0.16% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,681 shares; 2020Q1: not loaded; 2020Q2: 4,148 shares; 2020Q3: 1,346 shares; 2020Q4: not loaded; 2021Q1: 947 shares 947 $714K 0.16% PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,893 shares; 2020Q1: not loaded; 2020Q2: 24,430 shares; 2020Q3: 8,640 shares; 2020Q4: not loaded; 2021Q1: 6,633 shares 6,633 $703K 0.16% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 14,941 shares; 2020Q3: 5,164 shares; 2020Q4: not loaded; 2021Q1: 3,777 shares 3,777 $686K 0.15% Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 13,322 shares 13,322 $684K 0.15% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 43,858 shares; 2020Q1: not loaded; 2020Q2: 53,652 shares; 2020Q3: 17,464 shares; 2020Q4: not loaded; 2021Q1: 10,434 shares 10,434 $680K 0.15% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,802 shares; 2020Q1: not loaded; 2020Q2: 51,506 shares; 2020Q3: 23,181 shares; 2020Q4: not loaded; 2021Q1: 16,099 shares 16,099 $673K 0.15% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,199 shares; 2020Q1: not loaded; 2020Q2: 17,318 shares; 2020Q3: 16,433 shares; 2020Q4: not loaded; 2021Q1: 12,737 shares 12,737 $650K 0.14% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,751 shares; 2020Q1: not loaded; 2020Q2: 2,401 shares; 2020Q3: 2,462 shares; 2020Q4: not loaded; 2021Q1: 2,101 shares 2,101 $641K 0.14% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 61,928 shares; 2020Q1: not loaded; 2020Q2: 69,786 shares; 2020Q3: 25,732 shares; 2020Q4: not loaded; 2021Q1: 20,508 shares 20,508 $621K 0.14% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,477 shares; 2020Q1: not loaded; 2020Q2: 5,590 shares; 2020Q3: 2,204 shares; 2020Q4: not loaded; 2021Q1: 1,644 shares 1,644 $608K 0.13% Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 54,800 shares; 2020Q1: not loaded; 2020Q2: 15,314 shares; 2020Q3: 11,846 shares; 2020Q4: not loaded; 2021Q1: 12,178 shares 12,178 $588K 0.13% Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 19,991 shares; 2020Q3: 7,429 shares; 2020Q4: not loaded; 2021Q1: 5,105 shares 5,105 $587K 0.13% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 27,928 shares; 2020Q1: not loaded; 2020Q2: 34,005 shares; 2020Q3: 10,621 shares; 2020Q4: not loaded; 2021Q1: 7,574 shares 7,574 $570K 0.13% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 22,487 shares; 2020Q3: 20,563 shares; 2020Q4: not loaded; 2021Q1: 15,597 shares 15,597 $570K 0.13% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,001 shares; 2020Q1: not loaded; 2020Q2: 1,640 shares; 2020Q3: 1,623 shares; 2020Q4: not loaded; 2021Q1: 2,210 shares 2,210 $568K 0.13% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 8,226 shares 8,226 $564K 0.12% Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 33,654 shares; 2020Q3: 12,826 shares; 2020Q4: not loaded; 2021Q1: 7,147 shares 7,147 $552K 0.12% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,556 shares; 2020Q1: not loaded; 2020Q2: 98,506 shares; 2020Q3: 31,800 shares; 2020Q4: not loaded; 2021Q1: 21,560 shares 21,560 $532K 0.12% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,488 shares; 2020Q1: not loaded; 2020Q2: 11,462 shares; 2020Q3: 10,122 shares; 2020Q4: not loaded; 2021Q1: 10,009 shares 10,009 $528K 0.12% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 75,008 shares; 2020Q3: 16,179 shares; 2020Q4: not loaded; 2021Q1: 14,741 shares 14,741 $519K 0.11% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 3,134 shares; 2020Q4: not loaded; 2021Q1: 2,967 shares 2,967 $504K 0.11% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 15,515 shares; 2020Q4: not loaded; 2021Q1: 14,024 shares 14,024 $504K 0.11% Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 9,524 shares 9,524 $502K 0.11% Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 8,886 shares 8,886 $496K 0.11% Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,128 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,079 shares; 2020Q4: not loaded; 2021Q1: 4,311 shares 4,311 $491K 0.11% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 17,760 shares; 2020Q3: 21,660 shares; 2020Q4: not loaded; 2021Q1: 45,660 shares 45,660 $491K 0.11% MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,396 shares; 2020Q1: not loaded; 2020Q2: 1,536 shares; 2020Q3: 1,378 shares; 2020Q4: not loaded; 2021Q1: 1,364 shares 1,364 $486K 0.11% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,337 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 22,713 shares; 2020Q4: not loaded; 2021Q1: 7,900 shares 7,900 $484K 0.11% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 2,999 shares; 2020Q3: 5,339 shares; 2020Q4: not loaded; 2021Q1: 4,207 shares 4,207 $478K 0.11% Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 8,278 shares; 2020Q3: 10,045 shares; 2020Q4: not loaded; 2021Q1: 10,662 shares 10,662 $462K 0.1% Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 17,784 shares; 2020Q4: not loaded; 2021Q1: 11,130 shares 11,130 $458K 0.1% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,065 shares; 2020Q1: not loaded; 2020Q2: 3,700 shares; 2020Q3: 4,083 shares; 2020Q4: not loaded; 2021Q1: 4,214 shares 4,214 $457K 0.1% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 12,097 shares; 2020Q4: not loaded; 2021Q1: 12,930 shares 12,930 $452K 0.1% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 11,960 shares; 2020Q4: not loaded; 2021Q1: 12,950 shares 12,950 $432K 0.1% Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 6,455 shares 6,455 $430K 0.1% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 5,711 shares; 2020Q3: 1,795 shares; 2020Q4: not loaded; 2021Q1: 1,322 shares 1,322 $428K 0.09% Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,472 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 3,863 shares 3,863 $419K 0.09% Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 2,588 shares; 2020Q3: 2,588 shares; 2020Q4: not loaded; 2021Q1: 5,471 shares 5,471 $418K 0.09% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 27,345 shares; 2020Q1: not loaded; 2020Q2: 21,736 shares; 2020Q3: 21,271 shares; 2020Q4: not loaded; 2021Q1: 3,149 shares 3,149 $418K 0.09% Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 782 shares; 2020Q4: not loaded; 2021Q1: 1,146 shares 1,146 $413K 0.09% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 1,784 shares 1,784 $395K 0.09% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 21,388 shares; 2020Q3: 18,753 shares; 2020Q4: not loaded; 2021Q1: 19,810 shares 19,810 $387K 0.09% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 45,461 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 23,929 shares; 2020Q4: not loaded; 2021Q1: 13,971 shares 13,971 $382K 0.08% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,015 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 6,543 shares; 2020Q4: not loaded; 2021Q1: 3,780 shares 3,780 $375K 0.08% Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,408 shares; 2020Q1: not loaded; 2020Q2: 13,332 shares; 2020Q3: 20,335 shares; 2020Q4: not loaded; 2021Q1: 21,917 shares 21,917 $372K 0.08% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,815 shares; 2020Q1: not loaded; 2020Q2: 6,736 shares; 2020Q3: 6,423 shares; 2020Q4: not loaded; 2021Q1: 5,481 shares 5,481 $368K 0.08% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 645 shares; 2020Q4: not loaded; 2021Q1: 652 shares 652 $348K 0.08% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 9,898 shares; 2020Q4: not loaded; 2021Q1: 10,279 shares 10,279 $342K 0.08% Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,898 shares; 2020Q1: not loaded; 2020Q2: 2,978 shares; 2020Q3: 2,029 shares; 2020Q4: not loaded; 2021Q1: 3,097 shares 3,097 $337K 0.07% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,861 shares; 2020Q1: not loaded; 2020Q2: 5,618 shares; 2020Q3: 5,400 shares; 2020Q4: not loaded; 2021Q1: 5,298 shares 5,298 $336K 0.07% Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 11,338 shares 11,338 $332K 0.07% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,540 shares; 2020Q1: not loaded; 2020Q2: 2,854 shares; 2020Q3: 2,856 shares; 2020Q4: not loaded; 2021Q1: 1,293 shares 1,293 $329K 0.07% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 194,703 shares; 2020Q1: not loaded; 2020Q2: 7,510 shares; 2020Q3: 6,312 shares; 2020Q4: not loaded; 2021Q1: 5,822 shares 5,822 $328K 0.07% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 107,938 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 10,256 shares 10,256 $327K 0.07% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 42,444 shares; 2020Q3: 42,444 shares; 2020Q4: not loaded; 2021Q1: 35,532 shares 35,532 $327K 0.07% Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,514 shares; 2020Q1: not loaded; 2020Q2: 2,916 shares; 2020Q3: 3,022 shares; 2020Q4: not loaded; 2021Q1: 3,783 shares 3,783 $320K 0.07% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 274 shares; 2020Q1: not loaded; 2020Q2: 227 shares; 2020Q3: 245 shares; 2020Q4: not loaded; 2021Q1: 153 shares 153 $317K 0.07% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 4,086 shares 4,086 $309K 0.07% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 565 shares 565 $295K 0.07% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,708 shares; 2020Q1: not loaded; 2020Q2: 6,437 shares; 2020Q3: 4,566 shares; 2020Q4: not loaded; 2021Q1: 3,760 shares 3,760 $294K 0.07% Timeline FOCT 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 8,794 shares 8,794 $288K 0.06% Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 147,297 shares; 2020Q1: not loaded; 2020Q2: 13,128 shares; 2020Q3: 10,343 shares; 2020Q4: not loaded; 2021Q1: 2,806 shares 2,806 $281K 0.06% Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,801 shares; 2020Q1: not loaded; 2020Q2: 5,574 shares; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 5,047 shares 5,047 $279K 0.06% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 7,193 shares; 2020Q4: not loaded; 2021Q1: 8,053 shares 8,053 $274K 0.06% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,084 shares; 2020Q1: not loaded; 2020Q2: 6,106 shares; 2020Q3: 5,466 shares; 2020Q4: not loaded; 2021Q1: 3,779 shares 3,779 $267K 0.06% Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 3,784 shares; 2020Q3: 3,759 shares; 2020Q4: not loaded; 2021Q1: 3,469 shares 3,469 $265K 0.06% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,184 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 1,041 shares; 2020Q4: not loaded; 2021Q1: 1,200 shares 1,200 $264K 0.06% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,319 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 1,636 shares; 2020Q4: not loaded; 2021Q1: 1,794 shares 1,794 $264K 0.06% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 5,160 shares 5,160 $264K 0.06% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,898 shares; 2020Q1: not loaded; 2020Q2: 4,488 shares; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 4,662 shares 4,662 $260K 0.06% Timeline FDEC 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 7,887 shares 7,887 $251K 0.06% Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 707 shares; 2020Q4: not loaded; 2021Q1: 2,835 shares 2,835 $249K 0.06% Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 54,340 shares; 2020Q1: not loaded; 2020Q2: 19,140 shares; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 7,783 shares 7,783 $244K 0.05% Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,235 shares; 2020Q1: not loaded; 2020Q2: 7,587 shares; 2020Q3: 6,049 shares; 2020Q4: not loaded; 2021Q1: 4,511 shares 4,511 $242K 0.05% Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 1,011 shares 1,011 $224K 0.05% Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,648 shares; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: 866 shares; 2020Q4: not loaded; 2021Q1: 729 shares 729 $224K 0.05% Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 3,304 shares 3,304 $221K 0.05% Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 1,646 shares 1,646 $219K 0.05% Timeline GXDW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 4,403 shares 4,403 $211K 0.05% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 897 shares 897 $208K 0.05% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 924 shares 924 $207K 0.05% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 633 shares 633 $203K 0.04% Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not loaded; 2021Q1: 10,000 shares 10,000 $197K 0.04% Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not loaded; 2020Q2: 12,150 shares; 2020Q3: 12,150 shares; 2020Q4: not loaded; 2021Q1: 12,150 shares 12,150 $122K 0.03% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 61,319 shares; 2020Q1: not loaded; 2020Q2: 12,896 shares; 2020Q3: 11,847 shares; 2020Q4: not loaded; 2021Q1: 10,950 shares 10,950 $120K 0.03% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,265 shares; 2020Q1: not loaded; 2020Q2: 10,265 shares; 2020Q3: 10,265 shares; 2020Q4: not loaded; 2021Q1: 10,265 shares 10,265 $42K 0.01%