HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,169,282 shares; 2019Q4: 2,638,376 shares; 2020Q1: 1,349,752 shares; 2020Q2: 4,380,354 shares; 2020Q3: 5,339,926 shares; 2020Q4: 5,982,651 shares 5,982,651 $300M 6.29% +642,725 Timeline NORTHERN LTS FD TR IV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,302,969 shares; 2019Q4: 9,697,841 shares; 2020Q1: 12,641,657 shares; 2020Q2: 12,536,746 shares; 2020Q3: 8,886,251 shares; 2020Q4: 8,603,366 shares 8,603,366 $209M 4.39% -282,885 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,824 shares; 2019Q4: 9,125 shares; 2020Q1: 18,217 shares; 2020Q2: 8,924 shares; 2020Q3: 9,749 shares; 2020Q4: 437,099 shares 437,099 $163M 3.43% +427,350 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 83,224 shares; 2019Q4: 829,034 shares; 2020Q1: 459,263 shares; 2020Q2: 1,332,297 shares; 2020Q3: 1,026,564 shares; 2020Q4: 2,223,481 shares 2,223,481 $152M 3.18% +1,196,917 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,415 shares; 2019Q4: 69,232 shares; 2020Q1: 230,667 shares; 2020Q2: 202,415 shares; 2020Q3: 845,477 shares; 2020Q4: 1,216,469 shares 1,216,469 $117M 2.46% +370,992 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,820 shares; 2019Q4: 31,529 shares; 2020Q1: 113,929 shares; 2020Q2: 160,493 shares; 2020Q3: 233,181 shares; 2020Q4: 348,941 shares 348,941 $109M 2.3% +115,760 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200,365 shares; 2019Q4: 809,213 shares; 2020Q1: 832,007 shares; 2020Q2: 1,585,455 shares; 2020Q3: 2,199,718 shares; 2020Q4: 1,955,625 shares 1,955,625 $108M 2.27% -244,093 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 67,801 shares; 2019Q4: 40,431 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,583,887 shares 1,583,887 $108M 2.25% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,097 shares; 2019Q4: 9,293 shares; 2020Q1: 689,055 shares; 2020Q2: 1,215,146 shares; 2020Q3: 2,058,051 shares; 2020Q4: 1,166,483 shares 1,166,483 $103M 2.16% -891,568 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 163,848 shares; 2020Q1: 2,474,748 shares; 2020Q2: 2,235,974 shares; 2020Q3: 1,588,599 shares; 2020Q4: 1,387,889 shares 1,387,889 $85.8M 1.8% -200,710 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 910,976 shares; 2019Q4: 1,000,532 shares; 2020Q1: 622,574 shares; 2020Q2: 746,504 shares; 2020Q3: 940,598 shares; 2020Q4: 909,514 shares 909,514 $83.6M 1.75% -31,084 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,798 shares; 2019Q4: 31,717 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,164,217 shares 1,164,217 $78.2M 1.64% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,074,177 shares; 2019Q4: 3,309,779 shares; 2020Q1: 1,572,617 shares; 2020Q2: 1,552,634 shares; 2020Q3: 3,933,098 shares; 2020Q4: 1,766,930 shares 1,766,930 $77.7M 1.63% -2,166,168 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 664,692 shares; 2019Q4: 255,076 shares; 2020Q1: 80,745 shares; 2020Q2: 77,353 shares; 2020Q3: 88,305 shares; 2020Q4: 201,203 shares 201,203 $75.5M 1.58% +112,898 Timeline SPDW 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 31,265 shares; 2019Q4: 87,235 shares; 2020Q1: 681,866 shares; 2020Q2: 912,020 shares; 2020Q3: 1,457,587 shares; 2020Q4: 1,584,876 shares 1,584,876 $53.5M 1.12% +127,289 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 221,414 shares; 2019Q4: 255,708 shares; 2020Q1: 383,399 shares; 2020Q2: 519,108 shares; 2020Q3: 1,170,156 shares; 2020Q4: 1,239,895 shares 1,239,895 $52.3M 1.1% +69,739 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 652,392 shares; 2019Q4: 1,940,950 shares; 2020Q1: 1,045,357 shares; 2020Q2: 1,147,365 shares; 2020Q3: 1,418,245 shares; 2020Q4: 1,128,924 shares 1,128,924 $52M 1.09% -289,321 Timeline NORTHERN LTS FD TR IV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,130,661 shares; 2019Q4: 2,241,581 shares; 2020Q1: 889,723 shares; 2020Q2: 1,259,621 shares; 2020Q3: 1,815,213 shares; 2020Q4: 1,768,156 shares 1,768,156 $50.6M 1.06% -47,057 SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 50,573 shares; 2019Q4: 622,403 shares; 2020Q1: 2,385,654 shares; 2020Q2: 2,508,123 shares; 2020Q3: 3,196,031 shares; 2020Q4: 2,712,623 shares 2,712,623 $49.6M 1.04% -483,408 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 798,272 shares; 2019Q4: 770,683 shares; 2020Q1: 266,039 shares; 2020Q2: 240,817 shares; 2020Q3: 169,173 shares; 2020Q4: 346,262 shares 346,262 $47.8M 1% +177,089 Timeline NORTHERN LTS FD TR IV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,346,165 shares; 2019Q4: 2,239,672 shares; 2020Q1: 868,025 shares; 2020Q2: 1,070,463 shares; 2020Q3: 1,746,052 shares; 2020Q4: 1,559,731 shares 1,559,731 $47.2M 0.99% -186,321 SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 172,828 shares; 2019Q4: 224,255 shares; 2020Q1: not reported; 2020Q2: 94,320 shares; 2020Q3: 270,225 shares; 2020Q4: 513,133 shares 513,133 $46.9M 0.98% +242,908 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,818 shares; 2019Q4: 7,051 shares; 2020Q1: not reported; 2020Q2: 3,585 shares; 2020Q3: 4,447 shares; 2020Q4: 541,208 shares 541,208 $46.7M 0.98% +536,761 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,980,608 shares 1,980,608 $44.8M 0.94% new AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 41,638 shares; 2019Q4: 46,747 shares; 2020Q1: 44,116 shares; 2020Q2: 41,347 shares; 2020Q3: 190,503 shares; 2020Q4: 325,676 shares 325,676 $43.2M 0.91% +135,173 Timeline NORTHERN LTS FD TR IV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,018,726 shares; 2019Q4: 1,930,160 shares; 2020Q1: 888,633 shares; 2020Q2: 1,063,678 shares; 2020Q3: 1,417,255 shares; 2020Q4: 1,355,782 shares 1,355,782 $42.4M 0.89% -61,473 SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 744,476 shares 744,476 $41.9M 0.88% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 67,252 shares; 2020Q1: 257,184 shares; 2020Q2: 242,798 shares; 2020Q3: 975,012 shares; 2020Q4: 1,601,638 shares 1,601,638 $41.3M 0.87% +626,626 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98,579 shares; 2019Q4: 110,122 shares; 2020Q1: 43,722 shares; 2020Q2: 32,583 shares; 2020Q3: 22,531 shares; 2020Q4: 248,168 shares 248,168 $39.1M 0.82% +225,637 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,831,736 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,808,370 shares 3,808,370 $38.7M 0.81% new Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 615,469 shares; 2019Q4: 681,867 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 834,157 shares; 2020Q4: 814,181 shares 814,181 $37M 0.78% -19,976 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,827 shares; 2019Q4: 6,892 shares; 2020Q1: 6,477 shares; 2020Q2: 5,715 shares; 2020Q3: 7,185 shares; 2020Q4: 207,122 shares 207,122 $36.9M 0.77% +199,937 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 447,632 shares; 2019Q4: 498,048 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 505,823 shares 505,823 $36.2M 0.76% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,587,528 shares 1,587,528 $35.5M 0.75% new IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,981 shares; 2020Q4: 307,053 shares 307,053 $34.8M 0.73% +304,072 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 5,479 shares; 2020Q1: 6,984 shares; 2020Q2: 6,266 shares; 2020Q3: 69,023 shares; 2020Q4: 129,435 shares 129,435 $34.6M 0.73% +60,412 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,667 shares; 2019Q4: 22,189 shares; 2020Q1: 10,957 shares; 2020Q2: 53,459 shares; 2020Q3: 124,863 shares; 2020Q4: 158,157 shares 158,157 $33.5M 0.7% +33,294 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 9,505 shares; 2020Q2: 552,161 shares; 2020Q3: 830,398 shares; 2020Q4: 809,416 shares 809,416 $32.8M 0.69% -20,982 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 5,368 shares; 2020Q1: 4,764 shares; 2020Q2: 4,764 shares; 2020Q3: 7,120 shares; 2020Q4: 258,183 shares 258,183 $32.1M 0.67% +251,063 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,674 shares; 2019Q4: 18,746 shares; 2020Q1: 5,598 shares; 2020Q2: 5,765 shares; 2020Q3: 15,138 shares; 2020Q4: 225,657 shares 225,657 $32.1M 0.67% +210,519 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 795,426 shares; 2019Q4: 756,368 shares; 2020Q1: 202,484 shares; 2020Q2: 192,055 shares; 2020Q3: 50,614 shares; 2020Q4: 1,129,966 shares 1,129,966 $30.8M 0.65% +1,079,352 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,335,088 shares 1,335,088 $29M 0.61% new FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,566,367 shares; 2019Q4: 4,454,380 shares; 2020Q1: 3,088,236 shares; 2020Q2: 1,813,951 shares; 2020Q3: 1,248,691 shares; 2020Q4: 1,139,269 shares 1,139,269 $28.9M 0.61% -109,422 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,316,578 shares 1,316,578 $28.8M 0.6% new FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 451,596 shares; 2020Q2: 678,313 shares; 2020Q3: 878,364 shares; 2020Q4: 708,007 shares 708,007 $28.8M 0.6% -170,357 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,342,239 shares 1,342,239 $28.5M 0.6% new ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,513 shares; 2019Q4: 25,668 shares; 2020Q1: 7,801 shares; 2020Q2: 5,751 shares; 2020Q3: 50,317 shares; 2020Q4: 54,137 shares 54,137 $27.2M 0.57% +3,820 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,953,154 shares; 2019Q4: 5,564,088 shares; 2020Q1: 621,935 shares; 2020Q2: 573,430 shares; 2020Q3: 680,027 shares; 2020Q4: 1,489,968 shares 1,489,968 $27M 0.57% +809,941 VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 11,224 shares; 2020Q1: 5,676 shares; 2020Q2: 5,578 shares; 2020Q3: 16,229 shares; 2020Q4: 223,253 shares 223,253 $26.6M 0.56% +207,024 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 33,265 shares; 2019Q4: 33,313 shares; 2020Q1: 262,824 shares; 2020Q2: 318,734 shares; 2020Q3: 61,040 shares; 2020Q4: 854,327 shares 854,327 $26.2M 0.55% +793,287 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 17,426 shares; 2020Q2: 685,206 shares; 2020Q3: 393,419 shares; 2020Q4: 780,356 shares 780,356 $25.6M 0.54% +386,937 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 173,096 shares 173,096 $25.3M 0.53% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 378,442 shares 378,442 $23.5M 0.49% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 685,700 shares; 2019Q4: 655,323 shares; 2020Q1: 236,942 shares; 2020Q2: 120,783 shares; 2020Q3: 26,531 shares; 2020Q4: 188,481 shares 188,481 $22.6M 0.47% +161,950 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,033 shares; 2019Q4: 5,825 shares; 2020Q1: 9,179 shares; 2020Q2: 13,698 shares; 2020Q3: 19,684 shares; 2020Q4: 261,107 shares 261,107 $22.6M 0.47% +241,423 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,435 shares; 2019Q4: 123,405 shares; 2020Q1: 261,921 shares; 2020Q2: 310,469 shares; 2020Q3: 335,097 shares; 2020Q4: 362,508 shares 362,508 $22.5M 0.47% +27,411 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 383,890 shares; 2019Q4: 385,933 shares; 2020Q1: 230,499 shares; 2020Q2: 178,155 shares; 2020Q3: 130,931 shares; 2020Q4: 190,350 shares 190,350 $22.5M 0.47% +59,419 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 344,643 shares; 2019Q4: 443,223 shares; 2020Q1: not reported; 2020Q2: 253,277 shares; 2020Q3: 368,232 shares; 2020Q4: 242,534 shares 242,534 $21.7M 0.46% -125,698 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 442,932 shares 442,932 $21.3M 0.45% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 208,523 shares 208,523 $21.3M 0.45% new Timeline MVV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 564,359 shares; 2019Q4: 739,669 shares; 2020Q1: not reported; 2020Q2: 419,863 shares; 2020Q3: 613,502 shares; 2020Q4: 431,290 shares 431,290 $20.6M 0.43% -182,212 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 264,434 shares 264,434 $19.4M 0.41% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 219,223 shares 219,223 $18.9M 0.4% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 28,718 shares; 2019Q4: 28,554 shares; 2020Q1: 33,977 shares; 2020Q2: 29,466 shares; 2020Q3: 34,485 shares; 2020Q4: 81,313 shares 81,313 $18.1M 0.38% +46,828 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,257,966 shares; 2019Q4: 2,614,575 shares; 2020Q1: 112,846 shares; 2020Q2: 64,099 shares; 2020Q3: 29,765 shares; 2020Q4: 206,404 shares 206,404 $18M 0.38% +176,639 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 105,529 shares; 2019Q4: 57,169 shares; 2020Q1: 15,997 shares; 2020Q2: 11,396 shares; 2020Q3: 14,211 shares; 2020Q4: 270,397 shares 270,397 $17.3M 0.36% +256,186 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 31,080 shares; 2019Q4: 63,603 shares; 2020Q1: 219,786 shares; 2020Q2: 75,200 shares; 2020Q3: 224,738 shares; 2020Q4: 482,746 shares 482,746 $16.6M 0.35% +258,008 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 609,315 shares 609,315 $16.5M 0.35% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,070 shares; 2019Q4: 2,213 shares; 2020Q1: 1,967 shares; 2020Q2: 2,071 shares; 2020Q3: 2,249 shares; 2020Q4: 5,022 shares 5,022 $16.4M 0.34% +2,773 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,261 shares; 2019Q4: 17,826 shares; 2020Q1: 12,325 shares; 2020Q2: 36,821 shares; 2020Q3: 81,035 shares; 2020Q4: 335,052 shares 335,052 $15.8M 0.33% +254,017 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,482 shares; 2019Q4: 2,107 shares; 2020Q1: not reported; 2020Q2: 5,441 shares; 2020Q3: 12,473 shares; 2020Q4: 61,064 shares 61,064 $15.5M 0.32% +48,591 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 365,165 shares; 2019Q4: 179,299 shares; 2020Q1: 60,946 shares; 2020Q2: 58,301 shares; 2020Q3: 68,665 shares; 2020Q4: 65,175 shares 65,175 $15M 0.31% -3,490 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 693,931 shares; 2019Q4: 669,621 shares; 2020Q1: 148,951 shares; 2020Q2: 152,668 shares; 2020Q3: 192,393 shares; 2020Q4: 213,061 shares 213,061 $14.7M 0.31% +20,668 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 151,626 shares 151,626 $14.1M 0.3% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 3,417 shares; 2020Q1: not reported; 2020Q2: 9,234 shares; 2020Q3: 22,880 shares; 2020Q4: 118,165 shares 118,165 $14.1M 0.29% +95,285 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 40,092 shares; 2019Q4: 48,265 shares; 2020Q1: 1,380 shares; 2020Q2: not reported; 2020Q3: 4,579 shares; 2020Q4: 193,778 shares 193,778 $14M 0.29% +189,199 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 315,779 shares 315,779 $12.2M 0.26% new Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 27,165 shares; 2019Q4: 29,182 shares; 2020Q1: 435,721 shares; 2020Q2: 440,276 shares; 2020Q3: 338,849 shares; 2020Q4: 386,261 shares 386,261 $12.1M 0.25% +47,412 Timeline BARCLAYS BANK PLC BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 713,127 shares 713,127 $12M 0.25% new IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 7,069 shares; 2020Q1: 7,069 shares; 2020Q2: 7,069 shares; 2020Q3: not reported; 2020Q4: 215,309 shares 215,309 $11.9M 0.25% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 40,765 shares; 2019Q4: 18,663 shares; 2020Q1: 5,003 shares; 2020Q2: 5,107 shares; 2020Q3: 3,181 shares; 2020Q4: 99,248 shares 99,248 $10.9M 0.23% +96,067 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,350 shares; 2019Q4: 14,158 shares; 2020Q1: 4,000 shares; 2020Q2: 93,832 shares; 2020Q3: 51,042 shares; 2020Q4: 81,824 shares 81,824 $10.9M 0.23% +30,782 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 571,521 shares; 2019Q4: 561,809 shares; 2020Q1: 131,648 shares; 2020Q2: 139,011 shares; 2020Q3: 175,160 shares; 2020Q4: 172,592 shares 172,592 $10.7M 0.22% -2,568 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 255,379 shares 255,379 $10.4M 0.22% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 168,201 shares 168,201 $10.3M 0.22% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 6,406 shares; 2020Q3: 32,224 shares; 2020Q4: 173,463 shares 173,463 $10.2M 0.21% +141,239 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,451 shares; 2019Q4: 17,696 shares; 2020Q1: 17,352 shares; 2020Q2: 28,702 shares; 2020Q3: 33,700 shares; 2020Q4: 79,184 shares 79,184 $10.1M 0.21% +45,484 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 36,992 shares; 2019Q4: 37,325 shares; 2020Q1: 39,562 shares; 2020Q2: 45,278 shares; 2020Q3: 54,476 shares; 2020Q4: 68,467 shares 68,467 $9.87M 0.21% +13,991 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,454 shares; 2019Q4: 8,897 shares; 2020Q1: 8,026 shares; 2020Q2: 3,997 shares; 2020Q3: 3,851 shares; 2020Q4: 50,194 shares 50,194 $9.84M 0.21% +46,343 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 154,184 shares; 2019Q4: 185,725 shares; 2020Q1: 651,232 shares; 2020Q2: 837,243 shares; 2020Q3: 521,024 shares; 2020Q4: 212,172 shares 212,172 $9.57M 0.2% -308,852 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 93,053 shares; 2020Q1: 10,442,323 shares; 2020Q2: 4,218,882 shares; 2020Q3: 664,995 shares; 2020Q4: 284,837 shares 284,837 $9.42M 0.2% -380,158 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,394 shares; 2019Q4: 26,125 shares; 2020Q1: 24,146 shares; 2020Q2: 24,538 shares; 2020Q3: 26,447 shares; 2020Q4: 86,698 shares 86,698 $9.29M 0.19% +60,251 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,000 shares; 2020Q3: 19,876 shares; 2020Q4: 111,695 shares 111,695 $9.26M 0.19% +91,819 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,689 shares; 2019Q4: 4,964 shares; 2020Q1: 2,833 shares; 2020Q2: 17,457 shares; 2020Q3: 17,492 shares; 2020Q4: 64,859 shares 64,859 $9.16M 0.19% +47,367 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 40,877 shares; 2019Q4: 50,443 shares; 2020Q1: 1,796 shares; 2020Q2: not reported; 2020Q3: 4,132 shares; 2020Q4: 80,191 shares 80,191 $9.16M 0.19% +76,059 Timeline ETF SER SOLUTIONS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 386,180 shares 386,180 $9.12M 0.19% new IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 91,677 shares 91,677 $8.9M 0.19% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 19,715 shares; 2019Q4: 20,899 shares; 2020Q1: 26,347 shares; 2020Q2: 21,734 shares; 2020Q3: 23,032 shares; 2020Q4: 56,145 shares 56,145 $8.84M 0.19% +33,113 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 66,344 shares 66,344 $8.74M 0.18% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,503 shares; 2019Q4: 166,078 shares; 2020Q1: 85,888 shares; 2020Q2: 102,973 shares; 2020Q3: 133,807 shares; 2020Q4: 135,888 shares 135,888 $8.72M 0.18% +2,081 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 113,537 shares 113,537 $8.66M 0.18% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 116,314 shares; 2020Q1: 60,597 shares; 2020Q2: 73,493 shares; 2020Q3: 91,082 shares; 2020Q4: 92,221 shares 92,221 $8.54M 0.18% +1,139 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 659 shares; 2020Q1: not reported; 2020Q2: 672 shares; 2020Q3: 5,384 shares; 2020Q4: 11,885 shares 11,885 $8.39M 0.18% +6,501 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 165,842 shares 165,842 $8.24M 0.17% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,987 shares; 2019Q4: 3,047 shares; 2020Q1: 3,077 shares; 2020Q2: 4,720 shares; 2020Q3: 6,938 shares; 2020Q4: 53,549 shares 53,549 $8.16M 0.17% +46,611 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 44,891 shares; 2019Q4: 40,485 shares; 2020Q1: 50,698 shares; 2020Q2: 31,953 shares; 2020Q3: 52,472 shares; 2020Q4: 68,130 shares 68,130 $7.99M 0.17% +15,658 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 300,996 shares 300,996 $7.83M 0.16% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 105,239 shares 105,239 $7.58M 0.16% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,051 shares; 2019Q4: 1,142 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 17,852 shares 17,852 $7.5M 0.16% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,576 shares; 2020Q4: 28,369 shares 28,369 $7.37M 0.15% +26,793 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,862 shares; 2020Q4: 42,335 shares 42,335 $7.34M 0.15% +40,473 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 903 shares; 2020Q4: 85,907 shares 85,907 $7.31M 0.15% +85,004 Timeline L BRANDS INC L BRANDS INC More: the full row for L BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 195,807 shares 195,807 $7.28M 0.15% new ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,231 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,493 shares 13,493 $7.21M 0.15% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,701 shares; 2019Q4: 11,010 shares; 2020Q1: 6,541 shares; 2020Q2: 6,133 shares; 2020Q3: 7,331 shares; 2020Q4: 84,459 shares 84,459 $7.17M 0.15% +77,128 Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 89,482 shares 89,482 $7.17M 0.15% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 375,995 shares; 2019Q4: 423,103 shares; 2020Q1: 46,363 shares; 2020Q2: 364,941 shares; 2020Q3: 444,860 shares; 2020Q4: 68,212 shares 68,212 $7.13M 0.15% -376,648 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 51,412 shares; 2019Q4: 48,296 shares; 2020Q1: 22,914 shares; 2020Q2: 18,200 shares; 2020Q3: 26,081 shares; 2020Q4: 36,552 shares 36,552 $7.11M 0.15% +10,471 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 164,518 shares 164,518 $6.91M 0.14% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 109,670 shares 109,670 $6.8M 0.14% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 69,881 shares; 2019Q4: 61,686 shares; 2020Q1: 57,657 shares; 2020Q2: 61,216 shares; 2020Q3: 64,760 shares; 2020Q4: 229,643 shares 229,643 $6.61M 0.14% +164,883 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 182,511 shares; 2020Q1: 276,450 shares; 2020Q2: 284,490 shares; 2020Q3: 292,785 shares; 2020Q4: 279,951 shares 279,951 $6.38M 0.13% -12,834 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 20,043 shares; 2019Q4: 19,332 shares; 2020Q1: 25,091 shares; 2020Q2: 25,995 shares; 2020Q3: 19,815 shares; 2020Q4: 35,010 shares 35,010 $6.34M 0.13% +15,195 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 54,472 shares 54,472 $6.33M 0.13% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 12,857 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 61,626 shares 61,626 $6.22M 0.13% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 307,861 shares 307,861 $6.22M 0.13% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 54,666 shares; 2019Q4: 31,997 shares; 2020Q1: 20,551 shares; 2020Q2: 18,462 shares; 2020Q3: 9,220 shares; 2020Q4: 48,337 shares 48,337 $6.17M 0.13% +39,117 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 45,183 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 132,396 shares; 2020Q3: 136,086 shares; 2020Q4: 124,639 shares 124,639 $6.12M 0.13% -11,447 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 105,846 shares 105,846 $6.06M 0.13% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 65,658 shares 65,658 $6.01M 0.13% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 272,998 shares; 2020Q3: 286,954 shares; 2020Q4: 269,715 shares 269,715 $6.01M 0.13% -17,239 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 37,344 shares; 2019Q4: 37,855 shares; 2020Q1: 38,919 shares; 2020Q2: 46,260 shares; 2020Q3: 47,289 shares; 2020Q4: 101,999 shares 101,999 $5.99M 0.13% +54,710 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,759 shares; 2019Q4: 11,947 shares; 2020Q1: 11,842 shares; 2020Q2: 6,239 shares; 2020Q3: 6,292 shares; 2020Q4: 22,257 shares 22,257 $5.91M 0.12% +15,965 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,110 shares; 2019Q4: 11,047 shares; 2020Q1: 9,431 shares; 2020Q2: 10,903 shares; 2020Q3: 12,662 shares; 2020Q4: 26,678 shares 26,678 $5.83M 0.12% +14,016 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 39,976 shares; 2019Q4: 39,420 shares; 2020Q1: 37,180 shares; 2020Q2: 72,092 shares; 2020Q3: 56,122 shares; 2020Q4: 154,483 shares 154,483 $5.69M 0.12% +98,361 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,912 shares; 2019Q4: 17,802 shares; 2020Q1: 15,193 shares; 2020Q2: 17,492 shares; 2020Q3: 18,227 shares; 2020Q4: 40,799 shares 40,799 $5.68M 0.12% +22,572 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,206 shares; 2019Q4: 5,848 shares; 2020Q1: 3,211 shares; 2020Q2: 5,132 shares; 2020Q3: 5,825 shares; 2020Q4: 10,832 shares 10,832 $5.66M 0.12% +5,007 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,691 shares; 2019Q4: 8,783 shares; 2020Q1: 9,130 shares; 2020Q2: 10,180 shares; 2020Q3: 11,058 shares; 2020Q4: 24,377 shares 24,377 $5.65M 0.12% +13,319 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 28,828 shares; 2019Q4: 38,700 shares; 2020Q1: 153,619 shares; 2020Q2: 278,219 shares; 2020Q3: 170,916 shares; 2020Q4: 210,274 shares 210,274 $5.55M 0.12% +39,358 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 287,260 shares; 2019Q4: 289,920 shares; 2020Q1: 81,597 shares; 2020Q2: 47,248 shares; 2020Q3: 13,594 shares; 2020Q4: 120,892 shares 120,892 $5.49M 0.12% +107,298 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,781 shares; 2019Q4: 19,677 shares; 2020Q1: 18,418 shares; 2020Q2: 17,457 shares; 2020Q3: 17,015 shares; 2020Q4: 25,570 shares 25,570 $5.49M 0.12% +8,555 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,931 shares; 2019Q4: 12,793 shares; 2020Q1: 7,604 shares; 2020Q2: 15,843 shares; 2020Q3: 31,357 shares; 2020Q4: 108,203 shares 108,203 $5.42M 0.11% +76,846 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,446 shares; 2020Q2: not reported; 2020Q3: 9,601 shares; 2020Q4: 57,923 shares 57,923 $5.38M 0.11% +48,322 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,062 shares; 2019Q4: 17,244 shares; 2020Q1: 13,969 shares; 2020Q2: 12,812 shares; 2020Q3: 16,363 shares; 2020Q4: 62,237 shares 62,237 $5.26M 0.11% +45,874 Timeline BLV 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 9,476 shares; 2020Q4: 47,814 shares 47,814 $5.24M 0.11% +38,338 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 17,605 shares; 2020Q4: 95,577 shares 95,577 $5.17M 0.11% +77,972 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,518 shares; 2019Q4: 12,500 shares; 2020Q1: 5,710 shares; 2020Q2: 6,125 shares; 2020Q3: 7,361 shares; 2020Q4: 23,786 shares 23,786 $5.09M 0.11% +16,425 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,095 shares; 2019Q4: 10,061 shares; 2020Q1: 12,361 shares; 2020Q2: 15,522 shares; 2020Q3: 19,367 shares; 2020Q4: 61,727 shares 61,727 $5.05M 0.11% +42,360 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 520,103 shares; 2019Q4: 402,558 shares; 2020Q1: 276,755 shares; 2020Q2: 191,148 shares; 2020Q3: 137,651 shares; 2020Q4: 110,675 shares 110,675 $4.96M 0.1% -26,976 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,705 shares; 2019Q4: 4,941 shares; 2020Q1: 6,066 shares; 2020Q2: 5,655 shares; 2020Q3: 6,820 shares; 2020Q4: 18,095 shares 18,095 $4.94M 0.1% +11,275 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 113,015 shares 113,015 $4.88M 0.1% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 21,774 shares; 2019Q4: 46,973 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,120 shares; 2020Q4: 58,854 shares 58,854 $4.79M 0.1% +55,734 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 20,733 shares; 2019Q4: 39,413 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,132 shares; 2020Q4: 54,960 shares 54,960 $4.74M 0.1% +51,828 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 15,676 shares; 2020Q3: 20,000 shares; 2020Q4: 84,849 shares 84,849 $4.71M 0.1% +64,849 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 85,846 shares 85,846 $4.7M 0.1% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,782 shares; 2019Q4: 1,832 shares; 2020Q1: 2,621 shares; 2020Q2: 6,124 shares; 2020Q3: 6,327 shares; 2020Q4: 13,019 shares 13,019 $4.65M 0.1% +6,692 Timeline XLG 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 16,092 shares 16,092 $4.59M 0.1% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,243 shares; 2019Q4: 14,012 shares; 2020Q1: 14,491 shares; 2020Q2: 13,527 shares; 2020Q3: 12,746 shares; 2020Q4: 50,124 shares 50,124 $4.59M 0.1% +37,378 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,888 shares; 2019Q4: 11,682 shares; 2020Q1: 10,529 shares; 2020Q2: 9,105 shares; 2020Q3: 7,808 shares; 2020Q4: 30,819 shares 30,819 $4.57M 0.1% +23,011 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,498 shares; 2020Q1: not reported; 2020Q2: 2,911 shares; 2020Q3: 5,700 shares; 2020Q4: 23,323 shares 23,323 $4.54M 0.1% +17,623 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 96,595 shares; 2019Q4: 95,406 shares; 2020Q1: 20,618 shares; 2020Q2: 39,826 shares; 2020Q3: 44,576 shares; 2020Q4: 41,677 shares 41,677 $4.54M 0.1% -2,899 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,254 shares; 2019Q4: 1,271 shares; 2020Q1: 1,245 shares; 2020Q2: 1,436 shares; 2020Q3: 1,435 shares; 2020Q4: 2,562 shares 2,562 $4.49M 0.09% +1,127 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,562 shares 13,562 $4.44M 0.09% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 79,073 shares; 2019Q4: 79,073 shares; 2020Q1: 102,037 shares; 2020Q2: 70,561 shares; 2020Q3: 70,561 shares; 2020Q4: 70,561 shares 70,561 $4.43M 0.09% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,430 shares; 2019Q4: 10,140 shares; 2020Q1: 11,529 shares; 2020Q2: 12,736 shares; 2020Q3: 10,668 shares; 2020Q4: 27,145 shares 27,145 $4.36M 0.09% +16,477 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 41,618 shares 41,618 $4.3M 0.09% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 162,675 shares 162,675 $4.26M 0.09% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,493 shares; 2019Q4: 3,980 shares; 2020Q1: 3,629 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 62,043 shares 62,043 $4.24M 0.09% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,502 shares 14,502 $4.16M 0.09% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,203 shares; 2019Q4: 1,387 shares; 2020Q1: 1,191 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,616 shares 11,616 $4.11M 0.09% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,431 shares; 2019Q4: 4,484 shares; 2020Q1: 3,290 shares; 2020Q2: 2,597 shares; 2020Q3: not reported; 2020Q4: 44,867 shares 44,867 $4.11M 0.09% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 47,204 shares 47,204 $4.1M 0.09% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,247 shares; 2019Q4: 4,631 shares; 2020Q1: 3,121 shares; 2020Q2: 4,233 shares; 2020Q3: 3,281 shares; 2020Q4: 32,390 shares 32,390 $4.08M 0.09% +29,109 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,331 shares; 2019Q4: 1,192 shares; 2020Q1: 1,065 shares; 2020Q2: 2,872 shares; 2020Q3: 4,204 shares; 2020Q4: 7,529 shares 7,529 $4.07M 0.09% +3,325 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,554 shares; 2019Q4: 4,285 shares; 2020Q1: 4,605 shares; 2020Q2: 4,553 shares; 2020Q3: 4,861 shares; 2020Q4: 23,250 shares 23,250 $4.06M 0.09% +18,389 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 79,323 shares 79,323 $3.98M 0.08% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,763 shares; 2019Q4: 9,318 shares; 2020Q1: 5,425 shares; 2020Q2: 4,279 shares; 2020Q3: 4,291 shares; 2020Q4: 21,562 shares 21,562 $3.92M 0.08% +17,271 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 32,294 shares; 2019Q4: 31,812 shares; 2020Q1: 37,244 shares; 2020Q2: 36,928 shares; 2020Q3: 32,275 shares; 2020Q4: 94,747 shares 94,747 $3.9M 0.08% +62,472 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 37,842 shares 37,842 $3.88M 0.08% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 136,696 shares 136,696 $3.87M 0.08% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,398 shares; 2019Q4: 12,363 shares; 2020Q1: 13,022 shares; 2020Q2: 21,885 shares; 2020Q3: 21,266 shares; 2020Q4: 70,558 shares 70,558 $3.87M 0.08% +49,292 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 68,020 shares 68,020 $3.85M 0.08% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,040 shares; 2019Q4: 9,034 shares; 2020Q1: 7,587 shares; 2020Q2: 12,177 shares; 2020Q3: 15,313 shares; 2020Q4: 17,945 shares 17,945 $3.82M 0.08% +2,632 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 43,911 shares 43,911 $3.81M 0.08% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,125 shares; 2019Q4: 7,073 shares; 2020Q1: 5,232 shares; 2020Q2: 6,284 shares; 2020Q3: 5,812 shares; 2020Q4: 10,464 shares 10,464 $3.71M 0.08% +4,652 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 46,708 shares; 2019Q4: 86,067 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 94,511 shares 94,511 $3.64M 0.08% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,368 shares; 2019Q4: 8,012 shares; 2020Q1: 6,758 shares; 2020Q2: 6,954 shares; 2020Q3: 8,667 shares; 2020Q4: 21,440 shares 21,440 $3.62M 0.08% +12,773 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,168 shares; 2019Q4: 8,773 shares; 2020Q1: 8,663 shares; 2020Q2: 12,592 shares; 2020Q3: 11,797 shares; 2020Q4: 57,898 shares 57,898 $3.59M 0.08% +46,101 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,712 shares; 2019Q4: 10,340 shares; 2020Q1: 8,607 shares; 2020Q2: 9,550 shares; 2020Q3: 7,270 shares; 2020Q4: 58,213 shares 58,213 $3.58M 0.08% +50,943 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 951,394 shares; 2019Q4: 902,136 shares; 2020Q1: 314,559 shares; 2020Q2: 258,269 shares; 2020Q3: 140,192 shares; 2020Q4: 129,995 shares 129,995 $3.57M 0.07% -10,197 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,093 shares; 2019Q4: 5,021 shares; 2020Q1: 3,828 shares; 2020Q2: 3,115 shares; 2020Q3: 3,814 shares; 2020Q4: 10,379 shares 10,379 $3.57M 0.07% +6,565 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,252 shares; 2019Q4: 3,236 shares; 2020Q1: not reported; 2020Q2: 6,469 shares; 2020Q3: not reported; 2020Q4: 56,719 shares 56,719 $3.5M 0.07% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,361 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 227,365 shares 227,365 $3.47M 0.07% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,279 shares; 2019Q4: 2,706 shares; 2020Q1: 3,351 shares; 2020Q2: 2,870 shares; 2020Q3: 2,672 shares; 2020Q4: 9,868 shares 9,868 $3.46M 0.07% +7,196 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 448,703 shares; 2019Q4: 498,237 shares; 2020Q1: 204,016 shares; 2020Q2: 175,851 shares; 2020Q3: 123,257 shares; 2020Q4: 110,339 shares 110,339 $3.4M 0.07% -12,918 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 26,184 shares; 2020Q4: 32,226 shares 32,226 $3.37M 0.07% +6,042 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,896 shares; 2019Q4: 17,379 shares; 2020Q1: 17,530 shares; 2020Q2: 24,425 shares; 2020Q3: 23,485 shares; 2020Q4: 28,280 shares 28,280 $3.33M 0.07% +4,795 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 563,007 shares; 2019Q4: 282,435 shares; 2020Q1: 63,453 shares; 2020Q2: 64,311 shares; 2020Q3: 101,773 shares; 2020Q4: 91,059 shares 91,059 $3.26M 0.07% -10,714 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,558 shares; 2019Q4: 3,693 shares; 2020Q1: 4,184 shares; 2020Q2: 5,539 shares; 2020Q3: 5,526 shares; 2020Q4: 8,451 shares 8,451 $3.18M 0.07% +2,925 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,894 shares; 2019Q4: 4,008 shares; 2020Q1: 5,064 shares; 2020Q2: 4,823 shares; 2020Q3: 4,635 shares; 2020Q4: 6,795 shares 6,795 $3.17M 0.07% +2,160 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 38,233 shares 38,233 $3.15M 0.07% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 43,911 shares 43,911 $3.14M 0.07% new Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 82,779 shares 82,779 $3.14M 0.07% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 127,373 shares; 2019Q4: 112,417 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,892 shares; 2020Q4: 60,577 shares 60,577 $3.13M 0.07% +53,685 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,367 shares; 2019Q4: 2,213 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 20,920 shares 20,920 $3.11M 0.07% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,990 shares 13,990 $3.08M 0.06% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,699 shares 12,699 $3.06M 0.06% new Timeline GUSH DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 10,000 shares; 2020Q2: 63,036 shares; 2020Q3: 79,187 shares; 2020Q4: 80,119 shares 80,119 $3.06M 0.06% +932 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,038 shares; 2019Q4: 4,398 shares; 2020Q1: 4,120 shares; 2020Q2: 3,640 shares; 2020Q3: 4,048 shares; 2020Q4: 14,831 shares 14,831 $3.02M 0.06% +10,783 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,343 shares; 2019Q4: 13,409 shares; 2020Q1: 4,781 shares; 2020Q2: 2,437 shares; 2020Q3: 5,750 shares; 2020Q4: 22,487 shares 22,487 $2.92M 0.06% +16,737 Timeline SPDR GOLD MINISHARES TRUST SPDR GOLD MINISHARES TRUST More: the full row for SPDR GOLD MINISHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,654,561 shares; 2019Q4: 1,572,881 shares; 2020Q1: 108,318 shares; 2020Q2: 91,551 shares; 2020Q3: 110,453 shares; 2020Q4: 151,441 shares 151,441 $2.87M 0.06% +40,988 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 5,379 shares; 2020Q3: not reported; 2020Q4: 47,797 shares 47,797 $2.79M 0.06% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,418 shares; 2019Q4: 11,139 shares; 2020Q1: 12,812 shares; 2020Q2: 15,932 shares; 2020Q3: 19,432 shares; 2020Q4: 30,332 shares 30,332 $2.78M 0.06% +10,900 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 502,112 shares; 2019Q4: 253,959 shares; 2020Q1: 46,296 shares; 2020Q2: 46,368 shares; 2020Q3: 74,928 shares; 2020Q4: 67,784 shares 67,784 $2.74M 0.06% -7,144 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,660 shares; 2019Q4: 14,137 shares; 2020Q1: 11,780 shares; 2020Q2: 12,025 shares; 2020Q3: 11,245 shares; 2020Q4: 24,837 shares 24,837 $2.72M 0.06% +13,592 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 170,722 shares 170,722 $2.69M 0.06% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,396 shares; 2019Q4: 8,014 shares; 2020Q1: 6,319 shares; 2020Q2: 7,947 shares; 2020Q3: 7,693 shares; 2020Q4: 12,056 shares 12,056 $2.68M 0.06% +4,363 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,673 shares; 2019Q4: 5,015 shares; 2020Q1: 3,852 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 19,416 shares 19,416 $2.66M 0.06% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,668 shares; 2019Q4: 10,392 shares; 2020Q1: 9,596 shares; 2020Q2: 26,148 shares; 2020Q3: 7,070 shares; 2020Q4: 15,723 shares 15,723 $2.65M 0.06% +8,653 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 60,310 shares; 2019Q4: 60,310 shares; 2020Q1: 60,310 shares; 2020Q2: 60,310 shares; 2020Q3: 60,310 shares; 2020Q4: 60,325 shares 60,325 $2.58M 0.05% +15 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,435 shares; 2019Q4: 6,157 shares; 2020Q1: 5,531 shares; 2020Q2: 6,969 shares; 2020Q3: 6,797 shares; 2020Q4: 33,113 shares 33,113 $2.56M 0.05% +26,316 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 175,190 shares 175,190 $2.55M 0.05% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 86,008 shares; 2019Q4: 80,261 shares; 2020Q1: 20,978 shares; 2020Q2: 21,941 shares; 2020Q3: 29,132 shares; 2020Q4: 27,580 shares 27,580 $2.51M 0.05% -1,552 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,049 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 30,219 shares 30,219 $2.5M 0.05% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 27,431 shares; 2019Q4: 27,774 shares; 2020Q1: 23,670 shares; 2020Q2: 20,371 shares; 2020Q3: 18,588 shares; 2020Q4: 84,150 shares 84,150 $2.48M 0.05% +65,562 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,577 shares; 2019Q4: 7,623 shares; 2020Q1: 2,735 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,331 shares 15,331 $2.46M 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 29,172 shares; 2019Q4: 28,693 shares; 2020Q1: 21,815 shares; 2020Q2: 29,319 shares; 2020Q3: 21,888 shares; 2020Q4: 49,137 shares 49,137 $2.45M 0.05% +27,249 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 33,223 shares 33,223 $2.4M 0.05% new Timeline INVESCO BULLETSHARES 2021 H… INVESCO BULLETSHARES 2021 HIGH More: the full row for INVESCO BULLETSHARES 2021 HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 103,479 shares 103,479 $2.39M 0.05% new BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 108,461 shares 108,461 $2.38M 0.05% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,633 shares; 2019Q4: 5,266 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 18,572 shares 18,572 $2.37M 0.05% new Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 180,049 shares; 2019Q4: 203,715 shares; 2020Q1: 22,784 shares; 2020Q2: 23,518 shares; 2020Q3: 37,790 shares; 2020Q4: 35,044 shares 35,044 $2.26M 0.05% -2,746 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 16,684 shares; 2020Q3: 19,756 shares; 2020Q4: 31,388 shares 31,388 $2.25M 0.05% +11,632 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 45,655 shares; 2019Q4: 66,262 shares; 2020Q1: 4,483 shares; 2020Q2: not reported; 2020Q3: 3,000 shares; 2020Q4: 17,478 shares 17,478 $2.24M 0.05% +14,478 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,350 shares 7,350 $2.21M 0.05% new Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 78,712 shares 78,712 $2.17M 0.05% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,062 shares 13,062 $2.11M 0.04% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 446 shares; 2019Q4: 433 shares; 2020Q1: 403 shares; 2020Q2: 401 shares; 2020Q3: 430 shares; 2020Q4: 1,193 shares 1,193 $2.09M 0.04% +763 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 160,883 shares; 2019Q4: 164,297 shares; 2020Q1: 90,966 shares; 2020Q2: 66,664 shares; 2020Q3: 43,321 shares; 2020Q4: 37,449 shares 37,449 $2.08M 0.04% -5,872 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 33,275 shares 33,275 $2.07M 0.04% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,768 shares; 2019Q4: 13,418 shares; 2020Q1: 11,309 shares; 2020Q2: 9,563 shares; 2020Q3: 9,569 shares; 2020Q4: 39,426 shares 39,426 $2.07M 0.04% +29,857 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 46,464 shares; 2020Q3: 56,421 shares; 2020Q4: 69,861 shares 69,861 $2M 0.04% +13,440 Timeline FPXI 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 29,023 shares 29,023 $2M 0.04% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 14,124 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 67,391 shares 67,391 $1.99M 0.04% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 83,468 shares 83,468 $1.95M 0.04% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,294 shares; 2019Q4: 2,378 shares; 2020Q1: 2,480 shares; 2020Q2: 5,888 shares; 2020Q3: 6,090 shares; 2020Q4: 9,642 shares 9,642 $1.95M 0.04% +3,552 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 29,600 shares 29,600 $1.92M 0.04% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,791 shares 8,791 $1.92M 0.04% new Timeline GGME 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 41,611 shares 41,611 $1.92M 0.04% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 20,090 shares 20,090 $1.9M 0.04% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,239 shares; 2020Q4: 8,718 shares 8,718 $1.9M 0.04% +7,479 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 73,168 shares 73,168 $1.86M 0.04% new ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,401 shares; 2019Q4: 12,022 shares; 2020Q1: 16,622 shares; 2020Q2: 16,733 shares; 2020Q3: 12,250 shares; 2020Q4: 57,360 shares 57,360 $1.83M 0.04% +45,110 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,608 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,673 shares; 2020Q4: 11,093 shares 11,093 $1.82M 0.04% +9,420 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,037 shares; 2019Q4: 3,044 shares; 2020Q1: 1,818 shares; 2020Q2: 1,804 shares; 2020Q3: 1,803 shares; 2020Q4: 7,912 shares 7,912 $1.82M 0.04% +6,109 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 21,070 shares 21,070 $1.81M 0.04% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,871 shares 12,871 $1.81M 0.04% new Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 72,266 shares 72,266 $1.8M 0.04% new ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 171,039 shares; 2019Q4: 47,348 shares; 2020Q1: 12,749 shares; 2020Q2: 15,332 shares; 2020Q3: 21,658 shares; 2020Q4: 19,826 shares 19,826 $1.8M 0.04% -1,832 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,612 shares; 2019Q4: 6,490 shares; 2020Q1: 5,871 shares; 2020Q2: 5,753 shares; 2020Q3: 5,761 shares; 2020Q4: 8,491 shares 8,491 $1.77M 0.04% +2,730 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,688 shares; 2020Q3: 5,331 shares; 2020Q4: 7,884 shares 7,884 $1.76M 0.04% +2,553 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,892 shares; 2020Q3: 4,579 shares; 2020Q4: 16,442 shares 16,442 $1.76M 0.04% +11,863 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 71,553 shares 71,553 $1.75M 0.04% new SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 39,101 shares 39,101 $1.74M 0.04% new Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 26,767 shares 26,767 $1.72M 0.04% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,985 shares; 2019Q4: 5,285 shares; 2020Q1: 6,009 shares; 2020Q2: 7,201 shares; 2020Q3: 6,235 shares; 2020Q4: 9,666 shares 9,666 $1.71M 0.04% +3,431 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,705 shares; 2019Q4: 11,372 shares; 2020Q1: not reported; 2020Q2: 14,175 shares; 2020Q3: 13,743 shares; 2020Q4: 55,755 shares 55,755 $1.69M 0.04% +42,012 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,423 shares; 2019Q4: 9,839 shares; 2020Q1: 9,367 shares; 2020Q2: 6,501 shares; 2020Q3: 7,258 shares; 2020Q4: 20,321 shares 20,321 $1.68M 0.04% +13,063 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,492 shares 5,492 $1.67M 0.03% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 28,164 shares 28,164 $1.65M 0.03% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 725 shares; 2020Q1: 1,710 shares; 2020Q2: 3,143 shares; 2020Q3: 2,744 shares; 2020Q4: 5,330 shares 5,330 $1.63M 0.03% +2,586 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,312 shares; 2019Q4: 2,382 shares; 2020Q1: 2,408 shares; 2020Q2: 2,454 shares; 2020Q3: 2,496 shares; 2020Q4: 3,251 shares 3,251 $1.63M 0.03% +755 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 31,825 shares 31,825 $1.61M 0.03% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 22,749 shares; 2019Q4: 18,995 shares; 2020Q1: 14,682 shares; 2020Q2: 12,260 shares; 2020Q3: 11,170 shares; 2020Q4: 38,234 shares 38,234 $1.57M 0.03% +27,064 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,502 shares; 2019Q4: 12,350 shares; 2020Q1: 10,072 shares; 2020Q2: 14,108 shares; 2020Q3: 12,318 shares; 2020Q4: 20,823 shares 20,823 $1.57M 0.03% +8,505 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 66,274 shares; 2019Q4: 42,677 shares; 2020Q1: 13,738 shares; 2020Q2: 15,052 shares; 2020Q3: 20,431 shares; 2020Q4: 17,403 shares 17,403 $1.55M 0.03% -3,028 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 71,582 shares 71,582 $1.53M 0.03% new Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 39,304 shares 39,304 $1.51M 0.03% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 28,753 shares 28,753 $1.5M 0.03% new Timeline SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 15,168 shares; 2020Q4: 23,898 shares 23,898 $1.49M 0.03% +8,730 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 25,302 shares; 2019Q4: 32,371 shares; 2020Q1: 35,983 shares; 2020Q2: 33,947 shares; 2020Q3: 39,639 shares; 2020Q4: 137,149 shares 137,149 $1.48M 0.03% +97,510 USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 237,852 shares; 2019Q4: 276,373 shares; 2020Q1: 16,393 shares; 2020Q2: 18,315 shares; 2020Q3: 32,606 shares; 2020Q4: 30,500 shares 30,500 $1.48M 0.03% -2,106 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,091 shares; 2019Q4: 5,173 shares; 2020Q1: 4,050 shares; 2020Q2: 3,942 shares; 2020Q3: 4,266 shares; 2020Q4: 5,439 shares 5,439 $1.46M 0.03% +1,173 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 99,268 shares; 2019Q4: 99,931 shares; 2020Q1: 14,398 shares; 2020Q2: 14,720 shares; 2020Q3: 20,416 shares; 2020Q4: 15,919 shares 15,919 $1.45M 0.03% -4,497 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 74,255 shares 74,255 $1.44M 0.03% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,771 shares; 2019Q4: 2,516 shares; 2020Q1: 7,602 shares; 2020Q2: 11,488 shares; 2020Q3: 9,728 shares; 2020Q4: 9,406 shares 9,406 $1.42M 0.03% -322 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,953 shares; 2020Q4: 38,969 shares 38,969 $1.4M 0.03% +33,016 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 125,173 shares; 2019Q4: 68,442 shares; 2020Q1: 160,382 shares; 2020Q2: 108,016 shares; 2020Q3: 61,662 shares; 2020Q4: 12,597 shares 12,597 $1.39M 0.03% -49,065 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,634 shares; 2019Q4: 2,720 shares; 2020Q1: 2,878 shares; 2020Q2: 3,097 shares; 2020Q3: 4,459 shares; 2020Q4: 5,813 shares 5,813 $1.36M 0.03% +1,354 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,769 shares; 2019Q4: 18,251 shares; 2020Q1: 16,378 shares; 2020Q2: 15,666 shares; 2020Q3: 16,736 shares; 2020Q4: 30,059 shares 30,059 $1.34M 0.03% +13,323 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98,649 shares; 2019Q4: 95,369 shares; 2020Q1: 27,813 shares; 2020Q2: 29,503 shares; 2020Q3: 38,787 shares; 2020Q4: 37,275 shares 37,275 $1.34M 0.03% -1,512 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 31,681 shares 31,681 $1.32M 0.03% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,177 shares 6,177 $1.31M 0.03% new Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 52,546 shares 52,546 $1.3M 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,424 shares 13,424 $1.3M 0.03% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,299 shares 11,299 $1.3M 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,426 shares; 2019Q4: 5,250 shares; 2020Q1: not reported; 2020Q2: 3,457 shares; 2020Q3: 5,424 shares; 2020Q4: 14,647 shares 14,647 $1.26M 0.03% +9,223 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,355 shares; 2019Q4: 6,525 shares; 2020Q1: 10,089 shares; 2020Q2: 10,262 shares; 2020Q3: 9,110 shares; 2020Q4: 11,004 shares 11,004 $1.25M 0.03% +1,894 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 80,856 shares 80,856 $1.23M 0.03% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,132 shares 14,132 $1.23M 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,635 shares; 2020Q2: 4,961 shares; 2020Q3: 4,101 shares; 2020Q4: 5,395 shares 5,395 $1.2M 0.03% +1,294 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 58,232 shares; 2019Q4: 55,512 shares; 2020Q1: 52,881 shares; 2020Q2: 48,649 shares; 2020Q3: 22,311 shares; 2020Q4: 21,343 shares 21,343 $1.2M 0.03% -968 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,995 shares; 2020Q3: 14,099 shares; 2020Q4: 29,556 shares 29,556 $1.19M 0.02% +15,457 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 2,283 shares; 2020Q1: not reported; 2020Q2: 2,143 shares; 2020Q3: 1,610 shares; 2020Q4: 8,042 shares 8,042 $1.14M 0.02% +6,432 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,025 shares; 2020Q4: 5,257 shares 5,257 $1.11M 0.02% +3,232 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 5,514 shares; 2020Q3: 5,289 shares; 2020Q4: 7,549 shares 7,549 $1.09M 0.02% +2,260 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,063 shares 6,063 $1.09M 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,433 shares; 2019Q4: 9,893 shares; 2020Q1: 9,316 shares; 2020Q2: 9,382 shares; 2020Q3: 9,276 shares; 2020Q4: 13,486 shares 13,486 $1.08M 0.02% +4,210 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 44,048 shares 44,048 $1.08M 0.02% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 10,349 shares; 2020Q4: 20,954 shares 20,954 $1.08M 0.02% +10,605 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 42,076 shares 42,076 $1.07M 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,347 shares; 2019Q4: 3,120 shares; 2020Q1: 3,659 shares; 2020Q2: 2,529 shares; 2020Q3: 2,356 shares; 2020Q4: 6,073 shares 6,073 $1.07M 0.02% +3,717 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 2,966 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,126 shares 12,126 $1.04M 0.02% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 27,584 shares 27,584 $1.04M 0.02% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 9,386 shares 9,386 $1.02M 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,803 shares; 2019Q4: 13,566 shares; 2020Q1: 11,084 shares; 2020Q2: 10,245 shares; 2020Q3: 11,696 shares; 2020Q4: 14,486 shares 14,486 $1.01M 0.02% +2,790 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 662 shares; 2020Q4: 2,303 shares 2,303 $1.01M 0.02% +1,641 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,345 shares 1,345 $988K 0.02% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 54,200 shares 54,200 $984K 0.02% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,525 shares 11,525 $983K 0.02% new Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,661 shares 5,661 $980K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,673 shares; 2020Q1: not reported; 2020Q2: 2,904 shares; 2020Q3: 8,227 shares; 2020Q4: 7,969 shares 7,969 $964K 0.02% -258 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,248 shares 13,248 $957K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5,489 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 22,492 shares 22,492 $950K 0.02% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 41,229 shares 41,229 $946K 0.02% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,886 shares; 2020Q4: 2,787 shares 2,787 $940K 0.02% +901 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,827 shares 12,827 $937K 0.02% new Timeline UGE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,288 shares 11,288 $935K 0.02% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 35,271 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 73,484 shares 73,484 $928K 0.02% new Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,394 shares 3,394 $927K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,504 shares; 2019Q4: 7,293 shares; 2020Q1: 6,147 shares; 2020Q2: 6,857 shares; 2020Q3: 8,652 shares; 2020Q4: 12,311 shares 12,311 $926K 0.02% +3,659 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,336 shares; 2019Q4: 18,163 shares; 2020Q1: 15,045 shares; 2020Q2: 13,648 shares; 2020Q3: 13,065 shares; 2020Q4: 14,899 shares 14,899 $926K 0.02% +1,834 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,607 shares 7,607 $924K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,210 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,369 shares 4,369 $903K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,661 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 20,785 shares; 2020Q3: 19,625 shares; 2020Q4: 12,098 shares 12,098 $898K 0.02% -7,527 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 23,616 shares 23,616 $895K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,695 shares; 2019Q4: 3,165 shares; 2020Q1: 2,924 shares; 2020Q2: 2,844 shares; 2020Q3: not reported; 2020Q4: 7,537 shares 7,537 $883K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 38,886 shares; 2019Q4: 36,703 shares; 2020Q1: 47,376 shares; 2020Q2: 51,358 shares; 2020Q3: 47,876 shares; 2020Q4: 100,420 shares 100,420 $883K 0.02% +52,544 Timeline AMERICAN EQUITY INVT LIFE AMERICAN EQUITY INVT LIFE More: the full row for AMERICAN EQUITY INVT LIFE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,898 shares; 2019Q4: 24,136 shares; 2020Q1: 26,636 shares; 2020Q2: 26,636 shares; 2020Q3: 26,636 shares; 2020Q4: 31,633 shares 31,633 $875K 0.02% +4,997 Etfmg Prime Mobile Etfmg Prime Mobile More: the full row for Etfmg Prime Mobile Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,102 shares 13,102 $872K 0.02% new VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,280 shares 5,280 $870K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,355 shares 15,355 $869K 0.02% new Timeline FS KKR CAP CORP II FS KKR CAP CORP II More: the full row for FS KKR CAP CORP II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 15,630 shares; 2020Q3: 27,647 shares; 2020Q4: 52,621 shares 52,621 $863K 0.02% +24,974 CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,920 shares; 2020Q3: 10,325 shares; 2020Q4: 17,737 shares 17,737 $858K 0.02% +7,412 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,122 shares 4,122 $856K 0.02% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,878 shares; 2020Q4: 12,678 shares 12,678 $855K 0.02% +8,800 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 5,742 shares; 2020Q3: 6,961 shares; 2020Q4: 9,583 shares 9,583 $850K 0.02% +2,622 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,634 shares; 2019Q4: 13,018 shares; 2020Q1: 2,347 shares; 2020Q2: 1,940 shares; 2020Q3: 1,802 shares; 2020Q4: 3,798 shares 3,798 $850K 0.02% +1,996 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 13,768 shares; 2020Q2: 13,887 shares; 2020Q3: 13,925 shares; 2020Q4: 13,891 shares 13,891 $834K 0.02% -34 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 10,921 shares; 2020Q2: 10,921 shares; 2020Q3: 10,921 shares; 2020Q4: 10,921 shares 10,921 $833K 0.02% 0 Timeline CRESTWOOD EQUITY PARTNERS L… CRESTWOOD EQUITY PARTNERS LP U More: the full row for CRESTWOOD EQUITY PARTNERS LP U Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 43,417 shares 43,417 $824K 0.02% new Cyber Security ETF Cyber Security ETF More: the full row for Cyber Security ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,299 shares 14,299 $823K 0.02% new UCC PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 9,468 shares 9,468 $822K 0.02% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 22,361 shares 22,361 $812K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,262 shares; 2019Q4: 3,795 shares; 2020Q1: 3,149 shares; 2020Q2: 2,860 shares; 2020Q3: not reported; 2020Q4: 9,733 shares 9,733 $810K 0.02% new Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 12,388 shares; 2020Q4: 10,849 shares 10,849 $806K 0.02% -1,539 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,425 shares; 2019Q4: 3,096 shares; 2020Q1: 911 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,611 shares 1,611 $805K 0.02% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,858 shares 14,858 $803K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 358 shares 358 $797K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 79,884 shares; 2019Q4: 89,066 shares; 2020Q1: 5,500 shares; 2020Q2: 3,650 shares; 2020Q3: 5,592 shares; 2020Q4: 10,904 shares 10,904 $796K 0.02% +5,312 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 30,703 shares 30,703 $796K 0.02% new Timeline UYM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,955 shares 10,955 $796K 0.02% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 45,302 shares 45,302 $790K 0.02% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 31,216 shares 31,216 $789K 0.02% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 980 shares 980 $785K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,238 shares 8,238 $778K 0.02% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 129,954 shares; 2020Q2: 188,565 shares; 2020Q3: not reported; 2020Q4: 12,555 shares 12,555 $773K 0.02% new Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 18,084 shares 18,084 $767K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,639 shares 8,639 $765K 0.02% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,184 shares 11,184 $755K 0.02% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,641 shares 11,641 $747K 0.02% new Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 153,733 shares; 2019Q4: 54,673 shares; 2020Q1: 59,633 shares; 2020Q2: 49,804 shares; 2020Q3: 36,414 shares; 2020Q4: 35,659 shares 35,659 $745K 0.02% -755 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,275 shares; 2019Q4: 10,415 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 16,653 shares 16,653 $741K 0.02% new Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 3,494 shares; 2020Q1: 7,514 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 18,581 shares 18,581 $741K 0.02% new IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,932 shares 1,932 $739K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,751 shares; 2019Q4: 1,679 shares; 2020Q1: 1,679 shares; 2020Q2: 1,679 shares; 2020Q3: 1,756 shares; 2020Q4: 3,562 shares 3,562 $727K 0.02% +1,806 SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 95,405 shares; 2019Q4: 25,154 shares; 2020Q1: not reported; 2020Q2: 11,095 shares; 2020Q3: 17,699 shares; 2020Q4: 21,997 shares 21,997 $725K 0.02% +4,298 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,963 shares; 2019Q4: 1,853 shares; 2020Q1: 2,072 shares; 2020Q2: 1,939 shares; 2020Q3: 2,029 shares; 2020Q4: 3,052 shares 3,052 $725K 0.02% +1,023 Timeline APACHE CORP APACHE CORP More: the full row for APACHE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 50,994 shares 50,994 $724K 0.02% new ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,112 shares; 2019Q4: 1,656 shares; 2020Q1: 988 shares; 2020Q2: 1,659 shares; 2020Q3: not reported; 2020Q4: 2,248 shares 2,248 $722K 0.02% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,383 shares 5,383 $718K 0.02% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 12,645 shares; 2020Q2: 9,839 shares; 2020Q3: 9,843 shares; 2020Q4: 9,904 shares 9,904 $717K 0.02% +61 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 47,161 shares; 2019Q4: 52,756 shares; 2020Q1: 23,387 shares; 2020Q2: 19,555 shares; 2020Q3: 12,863 shares; 2020Q4: 12,141 shares 12,141 $713K 0.01% -722 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,200 shares; 2019Q4: 16,200 shares; 2020Q1: 16,260 shares; 2020Q2: 15,760 shares; 2020Q3: not reported; 2020Q4: 20,934 shares 20,934 $710K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,634 shares; 2019Q4: 5,482 shares; 2020Q1: 5,482 shares; 2020Q2: 5,537 shares; 2020Q3: 5,405 shares; 2020Q4: 5,502 shares 5,502 $707K 0.01% +97 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 74,751 shares; 2019Q4: 70,643 shares; 2020Q1: 16,910 shares; 2020Q2: 18,220 shares; 2020Q3: 24,999 shares; 2020Q4: 22,870 shares 22,870 $701K 0.01% -2,129 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2 shares; 2019Q4: 1 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1 shares; 2020Q4: 2 shares 2 $696K 0.01% +1 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,116 shares; 2019Q4: 4,712 shares; 2020Q1: 4,344 shares; 2020Q2: 4,269 shares; 2020Q3: 4,269 shares; 2020Q4: 9,918 shares 9,918 $693K 0.01% +5,649 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,736 shares 6,736 $692K 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,410 shares 4,410 $680K 0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 62,237 shares; 2019Q4: 59,459 shares; 2020Q1: 20,016 shares; 2020Q2: 6,245 shares; 2020Q3: 8,390 shares; 2020Q4: 7,821 shares 7,821 $670K 0.01% -569 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,416 shares 3,416 $667K 0.01% new Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,460 shares; 2019Q4: 12,671 shares; 2020Q1: 12,517 shares; 2020Q2: 11,660 shares; 2020Q3: 5,888 shares; 2020Q4: 5,659 shares 5,659 $663K 0.01% -229 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,449 shares 3,449 $661K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 62,296 shares; 2019Q4: 60,417 shares; 2020Q1: 44,181 shares; 2020Q2: 2,289,046 shares; 2020Q3: 880,288 shares; 2020Q4: 9,450 shares 9,450 $656K 0.01% -870,838 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,473 shares 2,473 $646K 0.01% new Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,149 shares 11,149 $643K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 814 shares; 2019Q4: 844 shares; 2020Q1: 885 shares; 2020Q2: 857 shares; 2020Q3: 789 shares; 2020Q4: 1,166 shares 1,166 $642K 0.01% +377 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 17,637 shares 17,637 $642K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,686 shares 1,686 $639K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 5,634 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,814 shares; 2020Q4: 13,320 shares 13,320 $638K 0.01% +7,506 Timeline PNQI 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 998 shares; 2020Q4: 2,796 shares 2,796 $638K 0.01% +1,798 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 34,287 shares; 2019Q4: 33,857 shares; 2020Q1: 13,869 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,618 shares 5,618 $637K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,232 shares; 2019Q4: 4,432 shares; 2020Q1: 4,281 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,882 shares 10,882 $636K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,712 shares; 2019Q4: 1,574 shares; 2020Q1: 1,461 shares; 2020Q2: 2,145 shares; 2020Q3: 2,168 shares; 2020Q4: 3,083 shares 3,083 $628K 0.01% +915 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,127 shares 7,127 $626K 0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 72,640 shares; 2019Q4: 74,017 shares; 2020Q1: 10,790 shares; 2020Q2: 10,702 shares; 2020Q3: 17,672 shares; 2020Q4: 16,403 shares 16,403 $623K 0.01% -1,269 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,128 shares; 2020Q3: 2,385 shares; 2020Q4: 6,370 shares 6,370 $623K 0.01% +3,985 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 921 shares; 2019Q4: 723 shares; 2020Q1: 415 shares; 2020Q2: 841 shares; 2020Q3: not reported; 2020Q4: 758 shares 758 $620K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,821 shares 2,821 $618K 0.01% new Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 11,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,160 shares 10,160 $618K 0.01% +160 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,732 shares; 2019Q4: 4,829 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,062 shares 4,062 $615K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,996 shares 3,996 $609K 0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,413 shares; 2019Q4: 13,449 shares; 2020Q1: 9,969 shares; 2020Q2: 7,420 shares; 2020Q3: 8,059 shares; 2020Q4: 11,805 shares 11,805 $587K 0.01% +3,746 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,761 shares 1,761 $585K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,184 shares 2,184 $581K 0.01% new Timeline UCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 17,241 shares; 2020Q3: 16,789 shares; 2020Q4: 15,881 shares 15,881 $576K 0.01% -908 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 16,549 shares 16,549 $574K 0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 137,765 shares; 2019Q4: 142,189 shares; 2020Q1: 53,019 shares; 2020Q2: 44,313 shares; 2020Q3: 7,495 shares; 2020Q4: 9,797 shares 9,797 $570K 0.01% +2,302 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 6,185 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,440 shares 3,440 $569K 0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 44,907 shares 44,907 $569K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,099 shares; 2019Q4: 3,100 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,240 shares 6,240 $566K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,950 shares; 2019Q4: 755 shares; 2020Q1: not reported; 2020Q2: 1,151 shares; 2020Q3: 1,477 shares; 2020Q4: 1,361 shares 1,361 $558K 0.01% -116 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,504 shares; 2019Q4: 1,676 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,928 shares; 2020Q4: 3,732 shares 3,732 $556K 0.01% +1,804 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,044 shares 8,044 $549K 0.01% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,436 shares; 2019Q4: 1,523 shares; 2020Q1: not reported; 2020Q2: 1,447 shares; 2020Q3: 1,603 shares; 2020Q4: 4,075 shares 4,075 $549K 0.01% +2,472 Timeline II VI INC II VI INC More: the full row for II VI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,151 shares 7,151 $543K 0.01% new SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 202 shares; 2020Q4: 477 shares 477 $540K 0.01% +275 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,244 shares 5,244 $527K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 9,335 shares; 2020Q1: 8,778 shares; 2020Q2: 9,018 shares; 2020Q3: not reported; 2020Q4: 8,884 shares 8,884 $522K 0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 8,730 shares; 2020Q1: 3,948 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,467 shares 6,467 $519K 0.01% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,947 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,458 shares 4,458 $517K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,185 shares 12,185 $517K 0.01% new Timeline ABIOMED INC ABIOMED INC More: the full row for ABIOMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,705 shares; 2019Q4: 1,705 shares; 2020Q1: 1,705 shares; 2020Q2: 1,705 shares; 2020Q3: 1,962 shares; 2020Q4: 1,588 shares 1,588 $515K 0.01% -374 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 9,602 shares 9,602 $514K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,027 shares; 2019Q4: 2,953 shares; 2020Q1: 1,850 shares; 2020Q2: 1,904 shares; 2020Q3: 2,057 shares; 2020Q4: 1,677 shares 1,677 $511K 0.01% -380 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,589 shares; 2019Q4: 4,794 shares; 2020Q1: 4,978 shares; 2020Q2: 7,256 shares; 2020Q3: 5,776 shares; 2020Q4: 7,845 shares 7,845 $508K 0.01% +2,069 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 9,945 shares 9,945 $507K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 6,791 shares; 2020Q2: 6,801 shares; 2020Q3: 6,809 shares; 2020Q4: 6,892 shares 6,892 $502K 0.01% +83 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,868 shares; 2019Q4: 7,189 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,155 shares 2,155 $501K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 2,686 shares; 2020Q1: 1,254 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,459 shares 5,459 $498K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,152 shares 1,152 $497K 0.01% new Timeline DCP MIDSTREAM LP DCP MIDSTREAM LP More: the full row for DCP MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 26,812 shares 26,812 $497K 0.01% new ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,716 shares 5,716 $494K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 20,257 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,429 shares 15,429 $490K 0.01% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,333 shares 14,333 $489K 0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,454 shares 1,454 $478K 0.01% new Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,714 shares; 2020Q3: 3,553 shares; 2020Q4: 4,009 shares 4,009 $478K 0.01% +456 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 6,999 shares; 2020Q1: not reported; 2020Q2: 6,689 shares; 2020Q3: not reported; 2020Q4: 13,150 shares 13,150 $477K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 17,544 shares 17,544 $473K 0.01% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,396 shares; 2020Q4: 4,182 shares 4,182 $472K 0.01% +786 Timeline QTEC 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,523 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,394 shares 3,394 $469K 0.01% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,321 shares 10,321 $457K 0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,728 shares 1,728 $452K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,591 shares 2,591 $451K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,370 shares; 2019Q4: 3,579 shares; 2020Q1: 6,250 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,713 shares 7,713 $450K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,376 shares; 2019Q4: 10,052 shares; 2020Q1: 4,412 shares; 2020Q2: 3,302 shares; 2020Q3: 4,632 shares; 2020Q4: 4,831 shares 4,831 $447K 0.01% +199 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,313 shares; 2019Q4: 1,857 shares; 2020Q1: 1,339 shares; 2020Q2: 1,749 shares; 2020Q3: 1,858 shares; 2020Q4: 2,357 shares 2,357 $445K 0.01% +499 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,247 shares; 2019Q4: 4,332 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,688 shares 14,688 $443K 0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 11,849 shares; 2020Q4: 3,642 shares 3,642 $443K 0.01% -8,207 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,165 shares 4,165 $440K 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,150 shares 4,150 $436K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 11,755 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 17,645 shares 17,645 $434K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,028 shares 3,028 $428K 0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,569 shares 3,569 $427K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 22,660 shares; 2020Q4: 27,393 shares 27,393 $427K 0.01% +4,733 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,420 shares 14,420 $423K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,246 shares; 2020Q4: 5,638 shares 5,638 $421K 0.01% +2,392 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,454 shares 4,454 $421K 0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,517 shares 5,517 $419K 0.01% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 44,750 shares; 2019Q4: 33,252 shares; 2020Q1: 29,092 shares; 2020Q2: 41,020 shares; 2020Q3: 30,324 shares; 2020Q4: 30,293 shares 30,293 $414K 0.01% -31 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,273 shares 3,273 $409K 0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,073 shares 3,073 $408K 0.01% new Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 17,400 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 32,092 shares 32,092 $408K 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 3,901 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,026 shares; 2020Q4: 1,659 shares 1,659 $407K 0.01% +633 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,403 shares 4,403 $405K 0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,267 shares 4,267 $398K 0.01% new Timeline CORESITE RLTY CORP CORESITE RLTY CORP More: the full row for CORESITE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,151 shares 3,151 $395K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 5,236 shares; 2020Q3: not reported; 2020Q4: 10,674 shares 10,674 $393K 0.01% new COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,642 shares; 2019Q4: 8,921 shares; 2020Q1: 9,075 shares; 2020Q2: 6,768 shares; 2020Q3: 6,787 shares; 2020Q4: 9,749 shares 9,749 $390K 0.01% +2,962 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,724 shares; 2019Q4: 7,432 shares; 2020Q1: 7,530 shares; 2020Q2: 7,508 shares; 2020Q3: 7,708 shares; 2020Q4: 8,367 shares 8,367 $390K 0.01% +659 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 21,876 shares; 2019Q4: 13,078 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 11,797 shares 11,797 $387K 0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,748 shares 5,748 $386K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,853 shares 4,853 $379K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,045 shares; 2019Q4: 7,334 shares; 2020Q1: 5,544 shares; 2020Q2: 5,797 shares; 2020Q3: 5,524 shares; 2020Q4: 6,258 shares 6,258 $373K 0.01% +734 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,947 shares 3,947 $370K 0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 2,607 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,045 shares 2,045 $369K 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,269 shares; 2020Q3: 1,219 shares; 2020Q4: 2,313 shares 2,313 $368K 0.01% +1,094 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,082 shares; 2019Q4: 9,755 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 16,710 shares 16,710 $362K 0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,779 shares 3,779 $361K 0.01% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,806 shares; 2019Q4: 7,926 shares; 2020Q1: not reported; 2020Q2: 23,932 shares; 2020Q3: 18,012 shares; 2020Q4: 18,442 shares 18,442 $361K 0.01% +430 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,330 shares; 2020Q4: 2,983 shares 2,983 $361K 0.01% +653 UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,325 shares 8,325 $360K 0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,703 shares 3,703 $359K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,340 shares 5,340 $356K 0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,987 shares; 2020Q4: 1,953 shares 1,953 $355K 0.01% -34 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,955 shares; 2019Q4: 2,634 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,593 shares 2,593 $354K 0.01% new Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 17,899 shares; 2020Q4: 17,899 shares 17,899 $352K 0.01% 0 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,278 shares 3,278 $347K 0.01% new Timeline CEDAR FAIR L P CEDAR FAIR L P More: the full row for CEDAR FAIR L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,833 shares 8,833 $347K 0.01% new