Invesco S&P 500 Pure Growth Invesco S&P 500 Pure Growth More: the full row for Invesco S&P 500 Pure Growth Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 87,419 shares; 2017Q4: 87,964 shares 87,964 $9.22M 8.12% +545 INVESCO FINANCIAL PREFERRED… INVESCO FINANCIAL PREFERRED ETF More: the full row for INVESCO FINANCIAL PREFERRED ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 443,087 shares; 2017Q4: 455,710 shares 455,710 $8.6M 7.57% +12,623 TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 74,500 shares; 2017Q4: 75,006 shares 75,006 $8.56M 7.54% +506 Timeline BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 97,571 shares; 2017Q4: 152,081 shares 152,081 $7.56M 6.66% +54,510 Rydex S&P 500 Pure Value Etf Rydex S&P 500 Pure Value Etf More: the full row for Rydex S&P 500 Pure Value Etf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 107,302 shares; 2017Q4: 108,412 shares 108,412 $7.19M 6.33% +1,110 POWERSHARES GLOBAL ETF FD POWERSHARES GLOBAL ETF FD More: the full row for POWERSHARES GLOBAL ETF FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 207,859 shares; 2017Q4: 213,751 shares 213,751 $4.58M 4.04% +5,892 AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 20,774 shares; 2017Q4: 21,255 shares 21,255 $3.6M 3.17% +481 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 16,695 shares; 2017Q4: 16,340 shares 16,340 $3.05M 2.69% -355 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 62,683 shares; 2017Q4: 69,299 shares 69,299 $2.69M 2.37% +6,616 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 52,032 shares; 2017Q4: 53,147 shares 53,147 $2.56M 2.26% +1,115 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 21,610 shares; 2017Q4: 21,945 shares 21,945 $2.33M 2.06% +335 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 26,485 shares; 2017Q4: 25,960 shares 25,960 $2.18M 1.92% -525 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 23,420 shares; 2017Q4: 23,568 shares 23,568 $1.97M 1.74% +148 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 31,100 shares; 2017Q4: 31,838 shares 31,838 $1.69M 1.48% +738 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 13,943 shares; 2017Q4: 13,393 shares 13,393 $1.43M 1.26% -550 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 12,694 shares; 2017Q4: 13,888 shares 13,888 $1.19M 1.05% +1,194 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 24,060 shares; 2017Q4: 25,036 shares 25,036 $1.16M 1.02% +976 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 14,915 shares; 2017Q4: 15,599 shares 15,599 $1.11M 0.98% +684 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 13,996 shares; 2017Q4: 12,033 shares 12,033 $1.11M 0.97% -1,963 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 802 shares; 2017Q4: 930 shares 930 $1.09M 0.96% +128 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 8,037 shares; 2017Q4: 8,355 shares 8,355 $1.05M 0.92% +318 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 7,615 shares; 2017Q4: 7,629 shares 7,629 $959K 0.84% +14 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 26,038 shares; 2017Q4: 26,348 shares 26,348 $954K 0.84% +310 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 6,812 shares; 2017Q4: 6,576 shares 6,576 $919K 0.81% -236 Timeline POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 34,030 shares; 2017Q4: 33,790 shares 33,790 $867K 0.76% -240 BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 21,467 shares; 2017Q4: 20,464 shares 20,464 $860K 0.76% -1,003 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 772 shares; 2017Q4: 772 shares 772 $808K 0.71% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 16,573 shares; 2017Q4: 16,789 shares 16,789 $807K 0.71% +216 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 4,863 shares; 2017Q4: 4,828 shares 4,828 $761K 0.67% -35 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 16,946 shares; 2017Q4: 15,846 shares 15,846 $747K 0.66% -1,100 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 6,549 shares; 2017Q4: 7,361 shares 7,361 $712K 0.63% +812 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 7,316 shares; 2017Q4: 6,956 shares 6,956 $687K 0.61% -360 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 10,347 shares; 2017Q4: 10,652 shares 10,652 $682K 0.6% +305 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 3,649 shares; 2017Q4: 3,773 shares 3,773 $666K 0.59% +124 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 5,014 shares; 2017Q4: 4,717 shares 4,717 $602K 0.53% -297 PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 5,105 shares; 2017Q4: 5,005 shares 5,005 $600K 0.53% -100 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 5,495 shares; 2017Q4: 5,445 shares 5,445 $595K 0.52% -50 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 8,517 shares; 2017Q4: 8,390 shares 8,390 $593K 0.52% -127 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,713 shares; 2017Q4: 1,954 shares 1,954 $576K 0.51% -759 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 45,000 shares; 2017Q4: 46,002 shares 46,002 $576K 0.51% +1,002 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 9,709 shares; 2017Q4: 9,278 shares 9,278 $569K 0.5% -431 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 45,000 shares; 2017Q4: 45,000 shares 45,000 $558K 0.49% 0 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 12,475 shares; 2017Q4: 12,093 shares 12,093 $555K 0.49% -382 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 12,257 shares; 2017Q4: 14,243 shares 14,243 $546K 0.48% +1,986 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 8,178 shares; 2017Q4: 8,260 shares 8,260 $527K 0.46% +82 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 26,827 shares; 2017Q4: 30,097 shares 30,097 $525K 0.46% +3,270 ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 13,123 shares; 2017Q4: 13,063 shares 13,063 $511K 0.45% -60 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 3,290 shares; 2017Q4: 3,170 shares 3,170 $495K 0.44% -120 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,525 shares; 2017Q4: 2,590 shares 2,590 $491K 0.43% +65 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 9,219 shares; 2017Q4: 8,794 shares 8,794 $481K 0.42% -425 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 4,415 shares; 2017Q4: 4,385 shares 4,385 $471K 0.41% -30 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 38,384 shares; 2017Q4: 36,334 shares 36,334 $454K 0.4% -2,050 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 4,570 shares; 2017Q4: 4,858 shares 4,858 $452K 0.4% +288 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 4,468 shares; 2017Q4: 4,650 shares 4,650 $427K 0.38% +182 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 14,855 shares; 2017Q4: 14,380 shares 14,380 $425K 0.37% -475 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 5,773 shares; 2017Q4: 5,783 shares 5,783 $419K 0.37% +10 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 8,301 shares; 2017Q4: 8,009 shares 8,009 $418K 0.37% -292 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 3,732 shares; 2017Q4: 3,419 shares 3,419 $416K 0.37% -313 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 5,695 shares; 2017Q4: 5,754 shares 5,754 $401K 0.35% +59 Timeline DOWDUPONT INC DOWDUPONT INC More: the full row for DOWDUPONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 6,539 shares; 2017Q4: 5,626 shares 5,626 $401K 0.35% -913 CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 6,260 shares; 2017Q4: 6,011 shares 6,011 $399K 0.35% -249 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 8,385 shares; 2017Q4: 8,385 shares 8,385 $385K 0.34% 0 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 6,892 shares; 2017Q4: 6,176 shares 6,176 $375K 0.33% -716 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 4,413 shares; 2017Q4: 4,561 shares 4,561 $372K 0.33% +148 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,503 shares; 2017Q4: 1,483 shares 1,483 $370K 0.33% -20 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 345 shares; 2017Q4: 345 shares 345 $363K 0.32% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 3,506 shares; 2017Q4: 3,276 shares 3,276 $358K 0.32% -230 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,854 shares; 2017Q4: 2,856 shares 2,856 $355K 0.31% +2 Timeline BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,030 shares; 2017Q4: 1,354 shares 1,354 $348K 0.31% +324 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,703 shares; 2017Q4: 2,361 shares 2,361 $342K 0.3% -342 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 3,586 shares; 2017Q4: 3,186 shares 3,186 $334K 0.29% -400 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 6,879 shares; 2017Q4: 6,478 shares 6,478 $331K 0.29% -401 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 4,698 shares; 2017Q4: 4,698 shares 4,698 $329K 0.29% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 3,140 shares; 2017Q4: 3,265 shares 3,265 $322K 0.28% +125 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,198 shares; 2017Q4: 1,198 shares 1,198 $320K 0.28% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,813 shares; 2017Q4: 1,815 shares 1,815 $315K 0.28% +2 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 15,100 shares; 2017Q4: 13,600 shares 13,600 $315K 0.28% -1,500 Timeline SCANA CORP NEW SCANA CORP NEW More: the full row for SCANA CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 7,803 shares 7,803 $310K 0.27% new VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 3,771 shares; 2017Q4: 3,685 shares 3,685 $306K 0.27% -86 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,066 shares; 2017Q4: 2,066 shares 2,066 $305K 0.27% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 4,039 shares; 2017Q4: 3,717 shares 3,717 $300K 0.26% -322 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 3,787 shares; 2017Q4: 3,737 shares 3,737 $296K 0.26% -50 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 3,735 shares; 2017Q4: 4,110 shares 4,110 $294K 0.26% +375 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 9,865 shares; 2017Q4: 8,093 shares 8,093 $287K 0.25% -1,772 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,624 shares; 2017Q4: 2,628 shares 2,628 $278K 0.24% +4 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 4,041 shares; 2017Q4: 4,196 shares 4,196 $271K 0.24% +155 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,351 shares; 2017Q4: 2,286 shares 2,286 $265K 0.23% -65 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 9,238 shares; 2017Q4: 6,710 shares 6,710 $264K 0.23% -2,528 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 5,145 shares; 2017Q4: 4,907 shares 4,907 $258K 0.23% -238 Timeline CORENERGY INFRASTRUCTURE TR CORENERGY INFRASTRUCTURE TR More: the full row for CORENERGY INFRASTRUCTURE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 10,000 shares; 2017Q4: 10,000 shares 10,000 $257K 0.23% 0 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,038 shares; 2017Q4: 1,038 shares 1,038 $255K 0.22% 0 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,211 shares; 2017Q4: 2,214 shares 2,214 $255K 0.22% +3 Timeline KKR & CO LP KKR & CO LP More: the full row for KKR & CO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 11,745 shares; 2017Q4: 12,020 shares 12,020 $253K 0.22% +275 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,529 shares; 2017Q4: 1,529 shares 1,529 $252K 0.22% 0 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 8,163 shares; 2017Q4: 8,223 shares 8,223 $250K 0.22% +60 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,430 shares; 2017Q4: 2,430 shares 2,430 $240K 0.21% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,798 shares; 2017Q4: 2,008 shares 2,008 $239K 0.21% +210 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 13,769 shares; 2017Q4: 13,769 shares 13,769 $238K 0.21% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 1,230 shares 1,230 $231K 0.2% new 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,870 shares; 2017Q4: 1,870 shares 1,870 $231K 0.2% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 7,337 shares; 2017Q4: 6,537 shares 6,537 $230K 0.2% -800 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,144 shares; 2017Q4: 1,144 shares 1,144 $227K 0.2% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 5,464 shares; 2017Q4: 5,464 shares 5,464 $225K 0.2% 0 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,586 shares; 2017Q4: 2,616 shares 2,616 $224K 0.2% +30 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,685 shares; 2017Q4: 1,685 shares 1,685 $224K 0.2% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 922 shares 922 $217K 0.19% new 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 6,000 shares 6,000 $216K 0.19% new Timeline Chesapeake Energy Corp PFD … Chesapeake Energy Corp PFD Conv More: the full row for Chesapeake Energy Corp PFD Conv Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 4,269 shares; 2017Q4: 4,269 shares 4,269 $212K 0.19% 0 IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 2,096 shares; 2017Q4: 2,016 shares 2,016 $211K 0.19% -80 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 1,090 shares 1,090 $209K 0.18% new 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 3,314 shares; 2017Q4: 3,704 shares 3,704 $208K 0.18% +390 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 641 shares 641 $206K 0.18% new Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 2,673 shares 2,673 $205K 0.18% new Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 19,019 shares; 2017Q4: 19,015 shares 19,015 $205K 0.18% -4 FTSE RAFI Internat'l Dev Mk… FTSE RAFI Internat'l Dev Mkts More: the full row for FTSE RAFI Internat'l Dev Mkts Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 4,503 shares 4,503 $204K 0.18% new UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 7,218 shares 7,218 $203K 0.18% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: 1,792 shares; 2017Q4: 1,792 shares 1,792 $201K 0.18% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 2,125 shares 2,125 $201K 0.18% new 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; 2016Q1: restricted; 2016Q2: not loaded; 2016Q3: not loaded; 2016Q4: not loaded; 2017Q1: not loaded; 2017Q2: not loaded; 2017Q3: not reported; 2017Q4: 1,666 shares 1,666 $201K 0.18% new Timeline