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: restricted; 2020Q1: 497,081 shares; 2020Q2: 497,923 shares; 2020Q3: 503,668 shares; 2020Q4: 504,831 shares; 2021Q1: 370,340 shares 370,340 $37.2M 3.49% -134,491 Timeline EFA 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: restricted; 2020Q1: 358,494 shares; 2020Q2: 359,053 shares; 2020Q3: 380,363 shares; 2020Q4: 396,597 shares; 2021Q1: 405,891 shares 405,891 $30.9M 2.9% +9,294 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: restricted; 2020Q1: 87,000 shares; 2020Q2: 108,452 shares; 2020Q3: 117,979 shares; 2020Q4: 129,126 shares; 2021Q1: 139,488 shares 139,488 $28.7M 2.69% +10,362 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: restricted; 2020Q1: 68,275 shares; 2020Q2: 70,119 shares; 2020Q3: 72,223 shares; 2020Q4: 67,405 shares; 2021Q1: 69,907 shares 69,907 $27.7M 2.6% +2,502 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 347,702 shares; 2020Q2: not reported; 2020Q3: 389,702 shares; 2020Q4: 397,645 shares; 2021Q1: 412,331 shares 412,331 $25.9M 2.43% +14,686 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: restricted; 2020Q1: 124,642 shares; 2020Q2: 118,552 shares; 2020Q3: 116,748 shares; 2020Q4: 101,731 shares; 2021Q1: 98,372 shares 98,372 $22.8M 2.14% -3,359 Timeline IWF 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: restricted; 2020Q1: 98,659 shares; 2020Q2: not reported; 2020Q3: 102,033 shares; 2020Q4: 90,881 shares; 2021Q1: 90,360 shares 90,360 $21.7M 2.04% -521 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: restricted; 2020Q1: 163,054 shares; 2020Q2: 158,804 shares; 2020Q3: 157,694 shares; 2020Q4: 152,993 shares; 2021Q1: 152,708 shares 152,708 $20.7M 1.95% -285 Timeline 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: restricted; 2020Q1: 308,431 shares; 2020Q2: 299,670 shares; 2020Q3: 308,584 shares; 2020Q4: 315,894 shares; 2021Q1: 314,383 shares 314,383 $20M 1.88% -1,511 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: restricted; 2020Q1: 40,820 shares; 2020Q2: 39,569 shares; 2020Q3: 154,319 shares; 2020Q4: 147,113 shares; 2021Q1: 156,840 shares 156,840 $18.8M 1.77% +9,727 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 89,849 shares; 2020Q2: 85,534 shares; 2020Q3: 85,254 shares; 2020Q4: 82,911 shares; 2021Q1: 81,834 shares 81,834 $16.3M 1.53% -1,077 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: restricted; 2020Q1: 70,468 shares; 2020Q2: 68,262 shares; 2020Q3: 67,167 shares; 2020Q4: 64,643 shares; 2021Q1: 64,291 shares 64,291 $16.1M 1.51% -352 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: restricted; 2020Q1: 303,908 shares; 2020Q2: 302,208 shares; 2020Q3: 300,637 shares; 2020Q4: 298,595 shares; 2021Q1: 304,867 shares 304,867 $15.8M 1.48% +6,272 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: restricted; 2020Q1: 32,979 shares; 2020Q2: 56,376 shares; 2020Q3: 58,004 shares; 2020Q4: 58,322 shares; 2021Q1: 60,742 shares 60,742 $15.7M 1.47% +2,420 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 27,274 shares; 2020Q2: 25,846 shares; 2020Q3: 25,891 shares; 2020Q4: 26,932 shares; 2021Q1: 29,879 shares 29,879 $14.2M 1.33% +2,947 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: restricted; 2020Q1: 258,279 shares; 2020Q2: not reported; 2020Q3: 224,438 shares; 2020Q4: 221,672 shares; 2021Q1: 226,791 shares 226,791 $14M 1.31% +5,119 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: restricted; 2020Q1: 276,318 shares; 2020Q2: 272,767 shares; 2020Q3: 281,345 shares; 2020Q4: 417,785 shares; 2021Q1: 450,892 shares 450,892 $13.9M 1.3% +33,107 Timeline OEF 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: restricted; 2020Q1: 66,480 shares; 2020Q2: 73,500 shares; 2020Q3: 75,710 shares; 2020Q4: 76,650 shares; 2021Q1: 76,550 shares 76,550 $13.7M 1.29% -100 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: restricted; 2020Q1: 40,909 shares; 2020Q2: 36,323 shares; 2020Q3: 35,966 shares; 2020Q4: 34,795 shares; 2021Q1: 34,353 shares 34,353 $13.6M 1.27% -442 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 63,774 shares; 2020Q2: 60,873 shares; 2020Q3: 58,857 shares; 2020Q4: 48,327 shares; 2021Q1: 40,809 shares 40,809 $12.9M 1.21% -7,518 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 129,397 shares; 2020Q2: 134,976 shares; 2020Q3: 125,417 shares; 2020Q4: 124,270 shares; 2021Q1: 126,675 shares 126,675 $12.8M 1.21% +2,405 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 162,480 shares; 2020Q2: 233,749 shares; 2020Q3: 230,471 shares; 2020Q4: 235,872 shares; 2021Q1: 244,747 shares 244,747 $11.7M 1.1% +8,875 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: restricted; 2020Q1: 154,705 shares; 2020Q2: 145,977 shares; 2020Q3: 143,087 shares; 2020Q4: 152,073 shares; 2021Q1: 151,847 shares 151,847 $11.6M 1.08% -226 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: restricted; 2020Q1: 110,549 shares; 2020Q2: 108,112 shares; 2020Q3: 105,568 shares; 2020Q4: 105,478 shares; 2021Q1: 107,239 shares 107,239 $11.4M 1.07% +1,761 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: restricted; 2020Q1: not reported; 2020Q2: 146,971 shares; 2020Q3: 143,284 shares; 2020Q4: 139,705 shares; 2021Q1: 145,947 shares 145,947 $11.4M 1.07% +6,242 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: restricted; 2020Q1: 87,037 shares; 2020Q2: 86,926 shares; 2020Q3: 86,926 shares; 2020Q4: 82,900 shares; 2021Q1: 83,184 shares 83,184 $11.3M 1.06% +284 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 130,119 shares; 2020Q2: 127,077 shares; 2020Q3: 125,162 shares; 2020Q4: 121,828 shares; 2021Q1: 121,076 shares 121,076 $11.1M 1.04% -752 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 24,472 shares; 2020Q2: 173,142 shares; 2020Q3: 173,129 shares; 2020Q4: 172,424 shares; 2021Q1: 175,538 shares 175,538 $10.7M 1% +3,114 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 295,906 shares; 2020Q2: 290,290 shares; 2020Q3: 285,736 shares; 2020Q4: 280,250 shares; 2021Q1: 292,729 shares 292,729 $10.6M 0.99% +12,479 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 72,159 shares; 2020Q2: 69,754 shares; 2020Q3: 67,897 shares; 2020Q4: 78,439 shares; 2021Q1: 77,759 shares 77,759 $10.5M 0.98% -680 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: restricted; 2020Q1: 50,822 shares; 2020Q2: 70,343 shares; 2020Q3: 69,402 shares; 2020Q4: 70,096 shares; 2021Q1: 70,507 shares 70,507 $10.4M 0.97% +411 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: restricted; 2020Q1: 5,170 shares; 2020Q2: 5,022 shares; 2020Q3: 5,043 shares; 2020Q4: 4,864 shares; 2021Q1: 5,029 shares 5,029 $10.3M 0.97% +165 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 128,188 shares; 2020Q2: 121,368 shares; 2020Q3: 117,543 shares; 2020Q4: 111,800 shares; 2021Q1: 110,091 shares 110,091 $10.2M 0.96% -1,709 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: restricted; 2020Q1: 32,204 shares; 2020Q2: not reported; 2020Q3: 41,049 shares; 2020Q4: 46,698 shares; 2021Q1: 45,953 shares 45,953 $10M 0.94% -745 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: restricted; 2020Q1: 22,772 shares; 2020Q2: 22,629 shares; 2020Q3: 22,072 shares; 2020Q4: 21,994 shares; 2021Q1: 21,783 shares 21,783 $9.94M 0.93% -211 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: restricted; 2020Q1: 74,744 shares; 2020Q2: 72,366 shares; 2020Q3: 69,146 shares; 2020Q4: 58,828 shares; 2021Q1: 58,611 shares 58,611 $9.88M 0.93% -217 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: restricted; 2020Q1: 53,458 shares; 2020Q2: 53,249 shares; 2020Q3: 52,950 shares; 2020Q4: 52,437 shares; 2021Q1: 52,080 shares 52,080 $9.66M 0.91% -357 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 118,218 shares; 2020Q2: 113,299 shares; 2020Q3: 110,052 shares; 2020Q4: 126,175 shares; 2021Q1: 127,592 shares 127,592 $9.63M 0.9% +1,417 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: restricted; 2020Q1: 53,147 shares; 2020Q2: not reported; 2020Q3: 49,476 shares; 2020Q4: 54,036 shares; 2021Q1: 61,818 shares 61,818 $9.4M 0.88% +7,782 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: restricted; 2020Q1: 114,738 shares; 2020Q2: 112,777 shares; 2020Q3: 111,710 shares; 2020Q4: 113,312 shares; 2021Q1: 120,499 shares 120,499 $9.27M 0.87% +7,187 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 178,759 shares; 2020Q2: 174,981 shares; 2020Q3: 170,786 shares; 2020Q4: 175,683 shares; 2021Q1: 175,926 shares 175,926 $9.21M 0.86% +243 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 176,727 shares; 2020Q2: 168,336 shares; 2020Q3: 164,416 shares; 2020Q4: 157,832 shares; 2021Q1: 157,161 shares 157,161 $9.1M 0.85% -671 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 246,043 shares; 2020Q2: not reported; 2020Q3: 135,928 shares; 2020Q4: 119,876 shares; 2021Q1: 108,855 shares 108,855 $8.97M 0.84% -11,021 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 111,348 shares; 2020Q2: 103,074 shares; 2020Q3: 99,584 shares; 2020Q4: 94,901 shares; 2021Q1: 95,401 shares 95,401 $8.78M 0.82% +500 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 55,743 shares; 2020Q2: 54,091 shares; 2020Q3: 53,451 shares; 2020Q4: 52,258 shares; 2021Q1: 52,643 shares 52,643 $8.74M 0.82% +385 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 230,402 shares; 2020Q2: 261,087 shares; 2020Q3: 255,022 shares; 2020Q4: 267,572 shares; 2021Q1: 269,044 shares 269,044 $8.47M 0.8% +1,472 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: restricted; 2020Q1: 52,425 shares; 2020Q2: 52,518 shares; 2020Q3: 53,016 shares; 2020Q4: 49,760 shares; 2021Q1: 49,574 shares 49,574 $8.18M 0.77% -186 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 66,350 shares; 2020Q2: 63,043 shares; 2020Q3: 61,343 shares; 2020Q4: 60,916 shares; 2021Q1: 60,392 shares 60,392 $7.76M 0.73% -524 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: restricted; 2020Q1: 67,682 shares; 2020Q2: 65,484 shares; 2020Q3: 64,777 shares; 2020Q4: 64,434 shares; 2021Q1: 64,958 shares 64,958 $7.72M 0.72% +524 Timeline SHM 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: restricted; 2020Q1: 87,954 shares; 2020Q2: not reported; 2020Q3: 136,157 shares; 2020Q4: 149,484 shares; 2021Q1: 153,701 shares 153,701 $7.61M 0.71% +4,217 Timeline IDU 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: restricted; 2020Q1: 48,560 shares; 2020Q2: not reported; 2020Q3: 46,467 shares; 2020Q4: 92,718 shares; 2021Q1: 93,174 shares 93,174 $7.36M 0.69% +456 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,546 shares; 2020Q2: 12,901 shares; 2020Q3: 77,566 shares; 2020Q4: 79,589 shares; 2021Q1: 80,365 shares 80,365 $7.32M 0.69% +776 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 41,031 shares 41,031 $7.29M 0.68% new 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: restricted; 2020Q1: 19,091 shares; 2020Q2: 17,456 shares; 2020Q3: 17,327 shares; 2020Q4: 15,630 shares; 2021Q1: 16,128 shares 16,128 $7.28M 0.68% +498 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: restricted; 2020Q1: 101,889 shares; 2020Q2: 92,763 shares; 2020Q3: 91,920 shares; 2020Q4: 92,020 shares; 2021Q1: 98,969 shares 98,969 $7.17M 0.67% +6,949 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,723 shares; 2020Q2: 4,458 shares; 2020Q3: 24,562 shares; 2020Q4: 25,205 shares; 2021Q1: 25,778 shares 25,778 $6.97M 0.65% +573 Timeline IEMG 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: restricted; 2020Q1: 116,447 shares; 2020Q2: 103,464 shares; 2020Q3: 103,062 shares; 2020Q4: 102,406 shares; 2021Q1: 104,782 shares 104,782 $6.71M 0.63% +2,376 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 162,203 shares; 2020Q2: 175,896 shares; 2020Q3: 172,076 shares; 2020Q4: 175,671 shares; 2021Q1: 176,921 shares 176,921 $6.67M 0.63% +1,250 DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 45,503 shares; 2020Q3: 44,668 shares; 2020Q4: 45,101 shares; 2021Q1: 44,871 shares 44,871 $6.51M 0.61% -230 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 56,754 shares; 2020Q2: 53,667 shares; 2020Q3: 52,224 shares; 2020Q4: 50,532 shares; 2021Q1: 50,397 shares 50,397 $6.48M 0.61% -135 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: restricted; 2020Q1: 23,679 shares; 2020Q2: 22,887 shares; 2020Q3: 22,697 shares; 2020Q4: 82,564 shares; 2021Q1: 86,135 shares 86,135 $6.39M 0.6% +3,571 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: restricted; 2020Q1: 1,634 shares; 2020Q2: 1,710 shares; 2020Q3: 1,770 shares; 2020Q4: 1,863 shares; 2021Q1: 2,072 shares 2,072 $6.33M 0.59% +209 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 94,583 shares; 2020Q2: 95,828 shares; 2020Q3: 94,608 shares; 2020Q4: 95,748 shares; 2021Q1: 98,051 shares 98,051 $6.28M 0.59% +2,303 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 142,758 shares 142,758 $6.22M 0.58% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 99,248 shares; 2020Q2: not reported; 2020Q3: 112,478 shares; 2020Q4: 107,733 shares; 2021Q1: 112,691 shares 112,691 $5.98M 0.56% +4,958 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 39,459 shares; 2020Q3: 38,714 shares; 2020Q4: 47,936 shares; 2021Q1: 50,766 shares 50,766 $5.97M 0.56% +2,830 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 90,793 shares; 2020Q2: 89,163 shares; 2020Q3: 87,095 shares; 2020Q4: 88,053 shares; 2021Q1: 88,329 shares 88,329 $5.71M 0.54% +276 Timeline TIP 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: restricted; 2020Q1: 6,738 shares; 2020Q2: 20,152 shares; 2020Q3: 36,463 shares; 2020Q4: 40,460 shares; 2021Q1: 45,083 shares 45,083 $5.66M 0.53% +4,623 Timeline 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: restricted; 2020Q1: 25,635 shares; 2020Q2: 25,975 shares; 2020Q3: 25,548 shares; 2020Q4: 19,878 shares; 2021Q1: 19,733 shares 19,733 $5.64M 0.53% -145 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 39,454 shares; 2020Q2: not reported; 2020Q3: 266,280 shares; 2020Q4: 269,507 shares; 2021Q1: 271,095 shares 271,095 $5.47M 0.51% +1,588 VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 148,475 shares; 2020Q2: 89,080 shares; 2020Q3: 82,887 shares; 2020Q4: 80,797 shares; 2021Q1: 79,592 shares 79,592 $5.22M 0.49% -1,205 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 38,895 shares; 2020Q2: 37,354 shares; 2020Q3: 36,269 shares; 2020Q4: 36,107 shares; 2021Q1: 36,074 shares 36,074 $5.04M 0.47% -33 Timeline IJH 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: restricted; 2020Q1: 19,196 shares; 2020Q2: not reported; 2020Q3: 18,421 shares; 2020Q4: 18,615 shares; 2021Q1: 18,701 shares 18,701 $4.87M 0.46% +86 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 61,261 shares; 2020Q2: 60,146 shares; 2020Q3: 58,566 shares; 2020Q4: 54,858 shares; 2021Q1: 57,123 shares 57,123 $4.7M 0.44% +2,265 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: restricted; 2020Q1: 286,403 shares; 2020Q2: 274,829 shares; 2020Q3: 261,044 shares; 2020Q4: 250,988 shares; 2021Q1: 246,701 shares 246,701 $4.58M 0.43% -4,287 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: restricted; 2020Q1: 22,696 shares; 2020Q2: 25,592 shares; 2020Q3: 26,338 shares; 2020Q4: 27,533 shares; 2021Q1: 29,359 shares 29,359 $4.54M 0.43% +1,826 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: restricted; 2020Q1: 80,609 shares; 2020Q2: 73,542 shares; 2020Q3: 71,328 shares; 2020Q4: 72,956 shares; 2021Q1: 74,403 shares 74,403 $4.22M 0.4% +1,447 Timeline PFF 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 13,802 shares; 2020Q4: 84,912 shares; 2021Q1: 108,866 shares 108,866 $4.16M 0.39% +23,954 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 38,385 shares; 2020Q3: 37,795 shares; 2020Q4: 38,910 shares; 2021Q1: 40,563 shares 40,563 $3.93M 0.37% +1,653 Timeline ICSH 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 11,656 shares; 2020Q4: 58,401 shares; 2021Q1: 76,971 shares 76,971 $3.89M 0.37% +18,570 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: restricted; 2020Q1: 7,225 shares; 2020Q2: 7,745 shares; 2020Q3: 7,692 shares; 2020Q4: 7,801 shares; 2021Q1: 10,735 shares 10,735 $3.75M 0.35% +2,934 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 48,453 shares; 2020Q2: 45,569 shares; 2020Q3: 44,782 shares; 2020Q4: 41,782 shares; 2021Q1: 43,024 shares 43,024 $3.74M 0.35% +1,242 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 15,386 shares; 2020Q2: 15,056 shares; 2020Q3: 14,826 shares; 2020Q4: 14,726 shares; 2021Q1: 14,601 shares 14,601 $3.7M 0.35% -125 DGRW 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: restricted; 2020Q1: 60,753 shares; 2020Q2: 66,244 shares; 2020Q3: 64,838 shares; 2020Q4: 62,719 shares; 2021Q1: 62,866 shares 62,866 $3.59M 0.34% +147 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: restricted; 2020Q1: 30,481 shares; 2020Q2: not reported; 2020Q3: 32,339 shares; 2020Q4: 30,609 shares; 2021Q1: 32,804 shares 32,804 $3.55M 0.33% +2,195 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: restricted; 2020Q1: 25,884 shares; 2020Q2: not reported; 2020Q3: 19,235 shares; 2020Q4: 20,097 shares; 2021Q1: 21,856 shares 21,856 $3.47M 0.33% +1,759 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: restricted; 2020Q1: 1,561 shares; 2020Q2: 1,484 shares; 2020Q3: 1,476 shares; 2020Q4: 1,562 shares; 2021Q1: 1,658 shares 1,658 $3.39M 0.32% +96 Timeline IWR 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: restricted; 2020Q1: 25,340 shares; 2020Q2: 31,095 shares; 2020Q3: 40,572 shares; 2020Q4: 42,347 shares; 2021Q1: 45,242 shares 45,242 $3.34M 0.31% +2,895 Timeline JACOBS ENGINEERING GROUP INC JACOBS ENGINEERING GROUP INC More: the full row for JACOBS ENGINEERING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 27,424 shares; 2020Q2: 26,434 shares; 2020Q3: 26,399 shares; 2020Q4: 24,894 shares; 2021Q1: 25,789 shares 25,789 $3.31M 0.31% +895 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: restricted; 2020Q1: 9,602 shares; 2020Q2: 10,230 shares; 2020Q3: 10,210 shares; 2020Q4: 10,433 shares; 2021Q1: 10,703 shares 10,703 $3.26M 0.31% +270 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: restricted; 2020Q1: 11,219 shares; 2020Q2: 11,647 shares; 2020Q3: 12,437 shares; 2020Q4: 13,781 shares; 2021Q1: 13,912 shares 13,912 $3.08M 0.29% +131 Timeline XNTK 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: restricted; 2020Q1: 25,037 shares; 2020Q2: 22,791 shares; 2020Q3: 22,726 shares; 2020Q4: 22,016 shares; 2021Q1: 21,461 shares 21,461 $3.04M 0.29% -555 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,329 shares; 2020Q2: 23,592 shares; 2020Q3: 24,191 shares; 2020Q4: 24,346 shares; 2021Q1: 25,356 shares 25,356 $3.04M 0.29% +1,010 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: restricted; 2020Q1: 66,029 shares; 2020Q2: not reported; 2020Q3: 36,223 shares; 2020Q4: 28,939 shares; 2021Q1: 26,394 shares 26,394 $3M 0.28% -2,545 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 96,403 shares; 2020Q2: 42,231 shares; 2020Q3: 39,395 shares; 2020Q4: 37,195 shares; 2021Q1: 36,186 shares 36,186 $3M 0.28% -1,009 Timeline QYLD 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: restricted; 2020Q1: 108,362 shares; 2020Q2: not reported; 2020Q3: 125,966 shares; 2020Q4: 128,483 shares; 2021Q1: 130,829 shares 130,829 $2.93M 0.28% +2,346 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: restricted; 2020Q1: 24,860 shares; 2020Q2: 23,483 shares; 2020Q3: 23,239 shares; 2020Q4: 21,594 shares; 2021Q1: 21,977 shares 21,977 $2.92M 0.27% +383 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,524 shares; 2020Q2: 22,905 shares; 2020Q3: 42,729 shares; 2020Q4: 50,365 shares; 2021Q1: 52,858 shares 52,858 $2.89M 0.27% +2,493 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: restricted; 2020Q1: 7,671 shares; 2020Q2: 8,287 shares; 2020Q3: 8,566 shares; 2020Q4: 8,847 shares; 2021Q1: 11,517 shares 11,517 $2.68M 0.25% +2,670 Timeline IWO 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: restricted; 2020Q1: 9,111 shares; 2020Q2: not reported; 2020Q3: 12,894 shares; 2020Q4: 14,119 shares; 2021Q1: 9,019 shares 9,019 $2.65M 0.25% -5,100 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: restricted; 2020Q1: 17,967 shares; 2020Q2: 18,187 shares; 2020Q3: 18,249 shares; 2020Q4: 17,344 shares; 2021Q1: 17,755 shares 17,755 $2.53M 0.24% +411 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: restricted; 2020Q1: 6,399 shares; 2020Q2: 6,929 shares; 2020Q3: 6,929 shares; 2020Q4: 27,716 shares; 2021Q1: 28,806 shares 28,806 $2.48M 0.23% +1,090 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 91,800 shares; 2020Q2: 91,800 shares; 2020Q3: 91,800 shares; 2020Q4: 91,800 shares; 2021Q1: 78,000 shares 78,000 $2.46M 0.23% -13,800 Timeline IGIB 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: restricted; 2020Q1: 43,609 shares; 2020Q2: not reported; 2020Q3: 42,811 shares; 2020Q4: 41,575 shares; 2021Q1: 40,745 shares 40,745 $2.41M 0.23% -830 Timeline IVE 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: restricted; 2020Q1: 7,620 shares; 2020Q2: 7,375 shares; 2020Q3: 14,330 shares; 2020Q4: 17,125 shares; 2021Q1: 16,760 shares 16,760 $2.38M 0.22% -365 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,451 shares; 2020Q2: 21,758 shares; 2020Q3: 21,362 shares; 2020Q4: 19,243 shares; 2021Q1: 36,492 shares 36,492 $2.31M 0.22% +17,249 Timeline 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: restricted; 2020Q1: 5,191 shares; 2020Q2: 5,894 shares; 2020Q3: 6,087 shares; 2020Q4: 6,248 shares; 2021Q1: 6,392 shares 6,392 $2.29M 0.21% +144 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,911 shares; 2020Q2: 14,100 shares; 2020Q3: 13,951 shares; 2020Q4: 11,687 shares; 2021Q1: 11,735 shares 11,735 $2.28M 0.21% +48 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 50,385 shares; 2020Q2: 50,578 shares; 2020Q3: 50,559 shares; 2020Q4: 46,343 shares; 2021Q1: 55,170 shares 55,170 $2.17M 0.2% +8,827 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: restricted; 2020Q1: 7,912 shares; 2020Q2: 9,050 shares; 2020Q3: 9,539 shares; 2020Q4: 10,000 shares; 2021Q1: 10,229 shares 10,229 $2.17M 0.2% +229 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 38,347 shares; 2020Q2: 44,761 shares; 2020Q3: 42,846 shares; 2020Q4: 28,791 shares; 2021Q1: 27,064 shares 27,064 $2.1M 0.2% -1,727 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: restricted; 2020Q1: 2,483 shares; 2020Q2: 2,642 shares; 2020Q3: 2,450 shares; 2020Q4: 2,543 shares; 2021Q1: 2,768 shares 2,768 $2.07M 0.19% +225 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: restricted; 2020Q1: 26,893 shares; 2020Q2: 24,470 shares; 2020Q3: 29,438 shares; 2020Q4: 26,972 shares; 2021Q1: 27,500 shares 27,500 $1.94M 0.18% +528 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: restricted; 2020Q1: 34,748 shares; 2020Q2: 35,668 shares; 2020Q3: 36,539 shares; 2020Q4: 35,951 shares; 2021Q1: 36,104 shares 36,104 $1.92M 0.18% +153 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 40,822 shares; 2020Q2: 44,107 shares; 2020Q3: 45,351 shares; 2020Q4: 46,915 shares; 2021Q1: 48,816 shares 48,816 $1.9M 0.18% +1,901 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: restricted; 2020Q1: 5,005 shares; 2020Q2: not reported; 2020Q3: 7,087 shares; 2020Q4: 18,074 shares; 2021Q1: 18,826 shares 18,826 $1.89M 0.18% +752 Timeline IJS 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: restricted; 2020Q1: 12,317 shares; 2020Q2: not reported; 2020Q3: 11,246 shares; 2020Q4: 18,579 shares; 2021Q1: 18,416 shares 18,416 $1.86M 0.17% -163 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 30,825 shares; 2020Q3: 31,044 shares; 2020Q4: 27,252 shares; 2021Q1: 26,567 shares 26,567 $1.85M 0.17% -685 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: restricted; 2020Q1: 7,918 shares; 2020Q2: 8,289 shares; 2020Q3: 8,606 shares; 2020Q4: 7,809 shares; 2021Q1: 8,037 shares 8,037 $1.81M 0.17% +228 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: restricted; 2020Q1: 24,368 shares; 2020Q2: 26,192 shares; 2020Q3: 26,354 shares; 2020Q4: 26,035 shares; 2021Q1: 30,519 shares 30,519 $1.79M 0.17% +4,484 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,775 shares; 2020Q2: 13,027 shares; 2020Q3: 14,943 shares; 2020Q4: 15,264 shares; 2021Q1: 16,170 shares 16,170 $1.78M 0.17% +906 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 96,142 shares; 2020Q2: not reported; 2020Q3: 57,488 shares; 2020Q4: 53,486 shares; 2021Q1: 47,727 shares 47,727 $1.73M 0.16% -5,759 Timeline HEDJ 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: restricted; 2020Q1: 46,652 shares; 2020Q2: not reported; 2020Q3: 34,905 shares; 2020Q4: 28,457 shares; 2021Q1: 23,527 shares 23,527 $1.71M 0.16% -4,930 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,265 shares; 2020Q2: 4,275 shares; 2020Q3: 5,520 shares; 2020Q4: 5,515 shares; 2021Q1: 5,300 shares 5,300 $1.67M 0.16% -215 Timeline IJK 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: restricted; 2020Q1: 7,393 shares; 2020Q2: not reported; 2020Q3: 7,389 shares; 2020Q4: 21,486 shares; 2021Q1: 20,186 shares 20,186 $1.57M 0.15% -1,300 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,115 shares; 2020Q2: 5,683 shares; 2020Q3: 6,765 shares; 2020Q4: 7,846 shares; 2021Q1: 8,305 shares 8,305 $1.54M 0.15% +459 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,380 shares; 2020Q2: 11,989 shares; 2020Q3: 8,550 shares; 2020Q4: 9,480 shares; 2021Q1: 10,821 shares 10,821 $1.53M 0.14% +1,341 Timeline RSPT 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: restricted; 2020Q1: 9,148 shares; 2020Q2: 5,500 shares; 2020Q3: 6,060 shares; 2020Q4: 5,545 shares; 2021Q1: 5,718 shares 5,718 $1.52M 0.14% +173 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: restricted; 2020Q1: 2,883 shares; 2020Q2: 3,197 shares; 2020Q3: 3,529 shares; 2020Q4: 3,663 shares; 2021Q1: 4,024 shares 4,024 $1.5M 0.14% +361 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: restricted; 2020Q1: 45,100 shares; 2020Q2: 46,039 shares; 2020Q3: 48,534 shares; 2020Q4: 44,559 shares; 2021Q1: 42,419 shares 42,419 $1.46M 0.14% -2,140 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: restricted; 2020Q1: 1,167 shares; 2020Q2: 1,741 shares; 2020Q3: 1,957 shares; 2020Q4: 2,739 shares; 2021Q1: 3,088 shares 3,088 $1.44M 0.13% +349 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 33,028 shares; 2020Q2: 32,973 shares; 2020Q3: 33,661 shares; 2020Q4: 32,716 shares; 2021Q1: 35,041 shares 35,041 $1.41M 0.13% +2,325 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: restricted; 2020Q1: 5,183 shares; 2020Q2: 6,454 shares; 2020Q3: 6,705 shares; 2020Q4: 6,916 shares; 2021Q1: 4,865 shares 4,865 $1.4M 0.13% -2,051 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: restricted; 2020Q1: 12,888 shares; 2020Q2: 12,728 shares; 2020Q3: 12,983 shares; 2020Q4: 12,983 shares; 2021Q1: 19,427 shares 19,427 $1.39M 0.13% +6,444 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: restricted; 2020Q1: 21,466 shares; 2020Q2: 25,424 shares; 2020Q3: 23,894 shares; 2020Q4: 24,181 shares; 2021Q1: 24,908 shares 24,908 $1.39M 0.13% +727 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,500 shares; 2020Q2: 7,500 shares; 2020Q3: 8,655 shares; 2020Q4: 8,260 shares; 2021Q1: 8,145 shares 8,145 $1.36M 0.13% -115 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 41,601 shares; 2020Q2: 41,065 shares; 2020Q3: 39,120 shares; 2020Q4: 38,335 shares; 2021Q1: 35,775 shares 35,775 $1.36M 0.13% -2,560 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: restricted; 2020Q1: 117,359 shares; 2020Q2: 118,802 shares; 2020Q3: 51,300 shares; 2020Q4: 46,726 shares; 2021Q1: 14,625 shares 14,625 $1.26M 0.12% -32,101 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 41,028 shares; 2020Q2: not reported; 2020Q3: 32,827 shares; 2020Q4: 24,178 shares; 2021Q1: 24,298 shares 24,298 $1.26M 0.12% +120 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,446 shares; 2020Q2: 3,994 shares; 2020Q3: 4,536 shares; 2020Q4: 4,706 shares; 2021Q1: 4,891 shares 4,891 $1.19M 0.11% +185 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,835 shares; 2020Q3: 4,090 shares; 2020Q4: 3,590 shares; 2021Q1: 3,590 shares 3,590 $1.19M 0.11% 0 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: restricted; 2020Q1: 1,335 shares; 2020Q2: 1,478 shares; 2020Q3: 1,547 shares; 2020Q4: 1,797 shares; 2021Q1: 2,309 shares 2,309 $1.19M 0.11% +512 Timeline KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,800 shares; 2020Q2: 2,800 shares; 2020Q3: 3,800 shares; 2020Q4: 1,300 shares; 2021Q1: 4,398 shares 4,398 $1.14M 0.11% +3,098 CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 27,821 shares; 2020Q2: 26,955 shares; 2020Q3: 26,346 shares; 2020Q4: 23,611 shares; 2021Q1: 24,068 shares 24,068 $1.13M 0.11% +457 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 23,000 shares; 2020Q2: 23,000 shares; 2020Q3: 23,000 shares; 2020Q4: 23,000 shares; 2021Q1: 22,000 shares 22,000 $1.11M 0.1% -1,000 Timeline IWV 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: restricted; 2020Q1: 4,670 shares; 2020Q2: not reported; 2020Q3: 4,670 shares; 2020Q4: 4,670 shares; 2021Q1: 4,670 shares 4,670 $1.1M 0.1% 0 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: restricted; 2020Q1: 960 shares; 2020Q2: 1,541 shares; 2020Q3: 2,140 shares; 2020Q4: 2,264 shares; 2021Q1: 2,877 shares 2,877 $1.07M 0.1% +613 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: restricted; 2020Q1: 16,836 shares; 2020Q2: 16,539 shares; 2020Q3: 17,367 shares; 2020Q4: 17,864 shares; 2021Q1: 19,353 shares 19,353 $1.06M 0.1% +1,489 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: restricted; 2020Q1: 3,585 shares; 2020Q2: 3,855 shares; 2020Q3: 3,965 shares; 2020Q4: 4,458 shares; 2021Q1: 4,760 shares 4,760 $1.05M 0.1% +302 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 58,661 shares; 2020Q2: 60,771 shares; 2020Q3: 61,396 shares; 2020Q4: 50,629 shares; 2021Q1: 60,829 shares 60,829 $1.04M 0.1% +10,200 Timeline IWX 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 16,040 shares; 2020Q4: 15,900 shares; 2021Q1: 15,900 shares 15,900 $1.02M 0.1% 0 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: restricted; 2020Q1: 8,570 shares; 2020Q2: 23,749 shares; 2020Q3: 22,095 shares; 2020Q4: 21,395 shares; 2021Q1: 20,530 shares 20,530 $1.01M 0.1% -865 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 28,469 shares; 2020Q2: 23,390 shares; 2020Q3: 22,710 shares; 2020Q4: 18,263 shares; 2021Q1: 18,032 shares 18,032 $964K 0.09% -231 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: restricted; 2020Q1: 4,700 shares; 2020Q2: 9,025 shares; 2020Q3: 9,180 shares; 2020Q4: 9,180 shares; 2021Q1: 9,335 shares 9,335 $922K 0.09% +155 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: restricted; 2020Q1: 11,806 shares; 2020Q2: not reported; 2020Q3: 8,418 shares; 2020Q4: 7,658 shares; 2021Q1: 7,053 shares 7,053 $915K 0.09% -605 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,710 shares; 2020Q4: 3,675 shares; 2021Q1: 3,675 shares 3,675 $906K 0.09% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,286 shares; 2020Q2: 4,411 shares; 2020Q3: 5,383 shares; 2020Q4: 6,349 shares; 2021Q1: 6,950 shares 6,950 $904K 0.08% +601 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: restricted; 2020Q1: 6,033 shares; 2020Q2: 5,988 shares; 2020Q3: 5,668 shares; 2020Q4: 6,118 shares; 2021Q1: 6,768 shares 6,768 $885K 0.08% +650 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,397 shares; 2021Q1: 3,098 shares 3,098 $863K 0.08% +701 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,790 shares; 2021Q1: 3,578 shares 3,578 $846K 0.08% +1,788 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,522 shares; 2021Q1: 3,964 shares 3,964 $832K 0.08% +2,442 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: restricted; 2020Q1: 5,270 shares; 2020Q2: 4,205 shares; 2020Q3: 4,040 shares; 2020Q4: 3,256 shares; 2021Q1: 3,246 shares 3,246 $818K 0.08% -10 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 49,524 shares; 2020Q2: 49,524 shares; 2020Q3: 49,834 shares; 2020Q4: 49,834 shares; 2021Q1: 50,404 shares 50,404 $807K 0.08% +570 DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 12,832 shares; 2020Q2: 11,596 shares; 2020Q3: 11,105 shares; 2020Q4: 10,130 shares; 2021Q1: 10,074 shares 10,074 $789K 0.07% -56 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,700 shares; 2020Q2: 2,250 shares; 2020Q3: 2,250 shares; 2020Q4: 2,050 shares; 2021Q1: 2,089 shares 2,089 $781K 0.07% +39 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2 shares; 2020Q2: 2 shares; 2020Q3: 2 shares; 2020Q4: 2 shares; 2021Q1: 2 shares 2 $781K 0.07% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 44,837 shares; 2020Q2: 32,740 shares; 2020Q3: 30,600 shares; 2020Q4: 30,600 shares; 2021Q1: 30,590 shares 30,590 $761K 0.07% -10 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,451 shares; 2020Q2: 2,656 shares; 2020Q3: 2,954 shares; 2020Q4: 3,057 shares; 2021Q1: 3,343 shares 3,343 $729K 0.07% +286 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: restricted; 2020Q1: 8,766 shares; 2020Q2: 8,641 shares; 2020Q3: 8,661 shares; 2020Q4: 8,826 shares; 2021Q1: 8,984 shares 8,984 $713K 0.07% +158 Timeline PID 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: restricted; 2020Q1: 185,522 shares; 2020Q2: 159,346 shares; 2020Q3: 135,695 shares; 2020Q4: 123,180 shares; 2021Q1: 41,674 shares 41,674 $696K 0.07% -81,506 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,225 shares; 2020Q2: 3,801 shares; 2020Q3: 3,831 shares; 2020Q4: 4,126 shares; 2021Q1: 4,385 shares 4,385 $689K 0.06% +259 Timeline BIV 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: restricted; 2020Q1: 7,205 shares; 2020Q2: 6,618 shares; 2020Q3: 7,203 shares; 2020Q4: 7,828 shares; 2021Q1: 7,548 shares 7,548 $669K 0.06% -280 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,967 shares; 2020Q2: 1,967 shares; 2020Q3: 1,967 shares; 2020Q4: 3,688 shares; 2021Q1: 3,588 shares 3,588 $665K 0.06% -100 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 52,500 shares; 2020Q2: 40,780 shares; 2020Q3: 37,655 shares; 2020Q4: 34,695 shares; 2021Q1: 31,735 shares 31,735 $664K 0.06% -2,960 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,482 shares; 2020Q2: 9,647 shares; 2020Q3: 10,292 shares; 2020Q4: 10,052 shares; 2021Q1: 10,368 shares 10,368 $639K 0.06% +316 Timeline MUB 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: restricted; 2020Q1: 5,232 shares; 2020Q2: not reported; 2020Q3: 4,220 shares; 2020Q4: 5,220 shares; 2021Q1: 5,465 shares 5,465 $635K 0.06% +245 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,735 shares; 2020Q2: 5,749 shares; 2020Q3: 5,703 shares; 2020Q4: 5,694 shares; 2021Q1: 5,821 shares 5,821 $622K 0.06% +127 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,300 shares; 2020Q2: 5,300 shares; 2020Q3: 5,300 shares; 2020Q4: 5,300 shares; 2021Q1: 5,300 shares 5,300 $618K 0.06% 0 Timeline VOX 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: restricted; 2020Q1: 5,510 shares; 2020Q2: 5,510 shares; 2020Q3: 5,460 shares; 2020Q4: 4,760 shares; 2021Q1: 4,760 shares 4,760 $615K 0.06% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 11,592 shares; 2020Q2: 11,592 shares; 2020Q3: 11,592 shares; 2020Q4: 9,600 shares; 2021Q1: 9,600 shares 9,600 $612K 0.06% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 25,144 shares; 2020Q3: 26,205 shares; 2020Q4: 19,037 shares; 2021Q1: 14,361 shares 14,361 $608K 0.06% -4,676 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,618 shares; 2020Q2: 3,993 shares; 2020Q3: 4,148 shares; 2020Q4: 3,748 shares; 2021Q1: 3,848 shares 3,848 $607K 0.06% +100 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: restricted; 2020Q1: 4,549 shares; 2020Q2: 4,064 shares; 2020Q3: 4,024 shares; 2020Q4: 4,094 shares; 2021Q1: 4,139 shares 4,139 $572K 0.05% +45 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,774 shares; 2020Q2: 9,934 shares; 2020Q3: 12,143 shares; 2020Q4: 12,997 shares; 2021Q1: 13,882 shares 13,882 $550K 0.05% +885 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,038 shares; 2020Q2: 6,611 shares; 2020Q3: 6,370 shares; 2020Q4: 6,245 shares; 2021Q1: 6,130 shares 6,130 $504K 0.05% -115 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,615 shares 3,615 $495K 0.05% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,897 shares; 2020Q2: 22,897 shares; 2020Q3: 21,380 shares; 2020Q4: 21,380 shares; 2021Q1: 21,380 shares 21,380 $478K 0.04% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,825 shares; 2020Q4: 1,560 shares; 2021Q1: 2,000 shares 2,000 $446K 0.04% +440 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,283 shares; 2020Q2: 1,238 shares; 2020Q3: 1,238 shares; 2020Q4: 1,238 shares; 2021Q1: 1,238 shares 1,238 $437K 0.04% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 18,087 shares; 2020Q2: 18,087 shares; 2020Q3: 17,652 shares; 2020Q4: 17,652 shares; 2021Q1: 17,652 shares 17,652 $418K 0.04% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,624 shares; 2020Q2: 13,624 shares; 2020Q3: 13,624 shares; 2020Q4: 12,694 shares; 2021Q1: 12,694 shares 12,694 $416K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,647 shares; 2020Q2: 2,430 shares; 2020Q3: 2,380 shares; 2020Q4: 2,380 shares; 2021Q1: 3,195 shares 3,195 $413K 0.04% +815 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: restricted; 2020Q1: 1,125 shares; 2020Q2: 1,125 shares; 2020Q3: 1,125 shares; 2020Q4: 1,125 shares; 2021Q1: 1,125 shares 1,125 $408K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 466 shares; 2020Q2: 486 shares; 2020Q3: 538 shares; 2020Q4: 533 shares; 2021Q1: 559 shares 559 $406K 0.04% +26 Timeline ILCG 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,425 shares; 2020Q4: 1,415 shares; 2021Q1: 1,415 shares 1,415 $402K 0.04% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,200 shares; 2020Q2: 2,150 shares; 2020Q3: 2,150 shares; 2020Q4: 2,100 shares; 2021Q1: 2,100 shares 2,100 $395K 0.04% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,056 shares; 2020Q2: 5,056 shares; 2020Q3: 5,256 shares; 2020Q4: 4,235 shares; 2021Q1: 4,235 shares 4,235 $395K 0.04% 0 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: restricted; 2020Q1: 2,150 shares; 2020Q2: 2,150 shares; 2020Q3: 2,150 shares; 2020Q4: 2,150 shares; 2021Q1: 2,150 shares 2,150 $392K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 610 shares 610 $388K 0.04% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,689 shares; 2020Q2: 7,437 shares; 2020Q3: 6,237 shares; 2020Q4: 3,907 shares; 2021Q1: 3,897 shares 3,897 $386K 0.04% -10 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,931 shares; 2020Q2: 6,006 shares; 2020Q3: 6,262 shares; 2020Q4: 6,256 shares; 2021Q1: 6,537 shares 6,537 $384K 0.04% +281 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,941 shares; 2020Q2: 4,727 shares; 2020Q3: 5,280 shares; 2020Q4: 5,237 shares; 2021Q1: 5,840 shares 5,840 $383K 0.04% +603 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares 3,000 $377K 0.04% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,440 shares; 2020Q2: 5,140 shares; 2020Q3: 4,465 shares; 2020Q4: 4,465 shares; 2021Q1: 4,717 shares 4,717 $373K 0.04% +252 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: restricted; 2020Q1: 11,865 shares; 2020Q2: 10,745 shares; 2020Q3: 7,545 shares; 2020Q4: 6,345 shares; 2021Q1: 5,005 shares 5,005 $373K 0.04% -1,340 Timeline DVY 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: restricted; 2020Q1: 3,310 shares; 2020Q2: not reported; 2020Q3: 3,210 shares; 2020Q4: 3,246 shares; 2021Q1: 3,210 shares 3,210 $367K 0.03% -36 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 11,338 shares; 2020Q3: 11,338 shares; 2020Q4: 11,338 shares; 2021Q1: 11,338 shares 11,338 $359K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,561 shares; 2020Q2: 4,561 shares; 2020Q3: 4,561 shares; 2020Q4: 3,961 shares; 2021Q1: 3,873 shares 3,873 $346K 0.03% -88 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: restricted; 2020Q1: 1,700 shares; 2020Q2: 1,700 shares; 2020Q3: 1,700 shares; 2020Q4: 1,783 shares; 2021Q1: 1,783 shares 1,783 $346K 0.03% 0 Timeline IJJ 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,832 shares; 2020Q4: 3,179 shares; 2021Q1: 3,179 shares 3,179 $326K 0.03% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 4,269 shares; 2020Q3: 4,219 shares; 2020Q4: 4,219 shares; 2021Q1: 4,246 shares 4,246 $323K 0.03% +27 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 4,272 shares; 2020Q3: 4,272 shares; 2020Q4: 4,272 shares; 2021Q1: 4,272 shares 4,272 $312K 0.03% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 611 shares; 2020Q3: 611 shares; 2020Q4: 611 shares; 2021Q1: 611 shares 611 $311K 0.03% 0 Timeline CATH 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: restricted; 2020Q1: 6,350 shares; 2020Q2: not reported; 2020Q3: 6,350 shares; 2020Q4: 6,350 shares; 2021Q1: 6,350 shares 6,350 $311K 0.03% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 568 shares; 2021Q1: 607 shares 607 $296K 0.03% +39 Timeline ACWI 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: restricted; 2020Q1: not reported; 2020Q2: 3,070 shares; 2020Q3: 3,070 shares; 2020Q4: 3,070 shares; 2021Q1: 3,110 shares 3,110 $295K 0.03% +40 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 10,035 shares; 2020Q4: 9,609 shares; 2021Q1: 9,364 shares 9,364 $294K 0.03% -245 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,533 shares; 2020Q4: 3,533 shares; 2021Q1: 3,533 shares 3,533 $282K 0.03% 0 Timeline IYJ 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,650 shares 2,650 $280K 0.03% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,675 shares; 2020Q4: 5,675 shares; 2021Q1: 5,675 shares 5,675 $279K 0.03% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 9,900 shares 9,900 $279K 0.03% new Timeline ALEXION PHARMACEUTICALS INC ALEXION PHARMACEUTICALS INC More: the full row for ALEXION PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,688 shares; 2021Q1: 1,772 shares 1,772 $272K 0.03% +84 CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 987 shares; 2021Q1: 1,078 shares 1,078 $265K 0.02% +91 Timeline EZU 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: restricted; 2020Q1: 18,162 shares; 2020Q2: not reported; 2020Q3: 5,610 shares; 2020Q4: 5,610 shares; 2021Q1: 5,585 shares 5,585 $260K 0.02% -25 Timeline COVETRUS INC COVETRUS INC More: the full row for COVETRUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 18,068 shares; 2020Q2: 10,500 shares; 2020Q3: 9,100 shares; 2020Q4: 9,100 shares; 2021Q1: 9,100 shares 9,100 $260K 0.02% 0 SPTM 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,256 shares; 2020Q4: 5,256 shares; 2021Q1: 5,256 shares 5,256 $257K 0.02% 0 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: restricted; 2020Q1: 4,112 shares; 2020Q2: 4,154 shares; 2020Q3: 4,154 shares; 2020Q4: 4,154 shares; 2021Q1: 4,154 shares 4,154 $257K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares 2,000 $256K 0.02% 0 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,171 shares; 2020Q2: 21,481 shares; 2020Q3: 20,881 shares; 2020Q4: 20,781 shares; 2021Q1: 18,661 shares 18,661 $248K 0.02% -2,120 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,900 shares; 2021Q1: 1,900 shares 1,900 $248K 0.02% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,350 shares; 2020Q2: not reported; 2020Q3: 9,350 shares; 2020Q4: 9,650 shares; 2021Q1: 9,650 shares 9,650 $246K 0.02% 0 APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 936 shares; 2020Q3: 936 shares; 2020Q4: 864 shares; 2021Q1: 864 shares 864 $244K 0.02% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,514 shares; 2020Q4: 2,514 shares; 2021Q1: 2,514 shares 2,514 $242K 0.02% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 213,279 shares; 2020Q2: 9,850 shares; 2020Q3: 8,430 shares; 2020Q4: 9,174 shares; 2021Q1: 3,584 shares 3,584 $240K 0.02% -5,590 Timeline ICAD INC ICAD INC More: the full row for ICAD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,300 shares; 2021Q1: 12,300 shares 12,300 $240K 0.02% 0 CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,800 shares 3,800 $237K 0.02% new Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,900 shares 3,900 $237K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,164 shares; 2020Q2: 14,248 shares; 2020Q3: 14,164 shares; 2020Q4: 14,164 shares; 2021Q1: 14,164 shares 14,164 $236K 0.02% 0 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 824 shares 824 $231K 0.02% new IYE 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: restricted; 2020Q1: 13,170 shares; 2020Q2: 11,265 shares; 2020Q3: 10,635 shares; 2020Q4: 20,028 shares; 2021Q1: 8,735 shares 8,735 $230K 0.02% -11,293 Timeline CARDIOVASCULAR SYSTEMS INC CARDIOVASCULAR SYSTEMS INC More: the full row for CARDIOVASCULAR SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,000 shares; 2020Q2: not reported; 2020Q3: 6,000 shares; 2020Q4: 6,000 shares; 2021Q1: 6,000 shares 6,000 $224K 0.02% 0 RSPH 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: restricted; 2020Q1: 1,480 shares; 2020Q2: 1,185 shares; 2020Q3: 1,145 shares; 2020Q4: 820 shares; 2021Q1: 820 shares 820 $219K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,143 shares 1,143 $218K 0.02% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,830 shares 1,830 $214K 0.02% new 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,930 shares; 2021Q1: 1,930 shares 1,930 $214K 0.02% 0 Timeline ACWX 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: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,805 shares 3,805 $210K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 971 shares 971 $208K 0.02% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,070 shares; 2020Q3: 1,987 shares; 2020Q4: not reported; 2021Q1: 1,212 shares 1,212 $205K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,034 shares; 2020Q2: 1,585 shares; 2020Q3: 1,440 shares; 2020Q4: not reported; 2021Q1: 1,065 shares 1,065 $201K 0.02% new 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: restricted; 2020Q1: 31,879 shares; 2020Q2: 25,147 shares; 2020Q3: 23,108 shares; 2020Q4: 12,979 shares; 2021Q1: 11,882 shares 11,882 $140K 0.01% -1,097 CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,225 shares; 2021Q1: 15,225 shares 15,225 $128K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 12,517 shares; 2020Q2: 12,517 shares; 2020Q3: 10,543 shares; 2020Q4: 10,543 shares; 2021Q1: 10,543 shares 10,543 $82K 0.01% 0 Timeline VYANT BIO INC VYANT BIO INC More: the full row for VYANT BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20,000 shares 20,000 $45K <0.01% new